VANGUARD INDEX FDS (VUG)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
172
Reporting holders
$1.7B
Reported value
0.0%
Calls
0.0%
Puts
-2,724
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $216.6M | 2,403,760 | 12.37% | 28q | -2.3%-$5.1M |
| Everhart Financial Group, Inc. | $202.3M | 2,245,503 | 12.47% | 24q | +8.5%+$15.8M |
| Pathway Financial Advisors LLC | $113.3M | 1,257,347 | 12.52% | 31q | +4.8%+$5.2M |
| INSPIRION WEALTH ADVISORS, LLC | $100.0M | 1,109,820 | 11.36% | 32q | +5.4%+$5.1M |
| Venture Visionary Partners LLC | $85.6M | 950,035 | 2.24% | 28q | +2.3%+$1.9M |
| Trust Co | $76.5M | 848,595 | 6.65% | 32q | +6.0%+$4.3M |
| RIVERSEDGE ADVISORS, LLC | $67.8M | 751,879 | 8.33% | 24q | +299.8%+$50.8M |
| Farther Finance Advisors, LLC | $41.3M | 458,271 | 0.29% | 16q | +0.7%+$273.7K |
| Apella Capital, LLC | $39.8M | 430,452 | 0.50% | 14q | -3.8%-$1.6M |
| Veery Capital, LLC | $31.6M | 350,820 | 8.42% | 24q | +1.1%+$343.5K |
| Dominguez Wealth Management Solutions, Inc. | $31.2M | 346,542 | 17.29% | 16q | +1.2%+$382.0K |
| Hiley Hunt Wealth Management | $31.1M | 345,300 | 12.09% | 12q | +2.0%+$606.2K |
| Oak Root LLC | $29.8M | 330,492 | 3.28% | 12q | HELD |
| Prosperity Planning, Inc. | $27.4M | 303,709 | 6.07% | 24q | +2.9%+$764.4K |
| GoalVest Advisory LLC | $27.0M | 659,467 | 4.68% | 22q | +84.1%+$12.4M |
| Decker Wealth Management LLC | $26.5M | 293,985 | 5.38% | 4q | -16.6%-$5.3M |
| CoreCap Advisors, LLC | $25.5M | 282,544 | 0.73% | 9q | -2.0%-$510.7K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $24.4M | 270,848 | 3.47% | 12q | -6.7%-$1.8M |
| SAPIENT CAPITAL LLC | $24.4M | 270,533 | 0.33% | 12q | -50.4%-$24.8M |
| Olistico Wealth, LLC | $22.8M | 253,239 | 9.55% | 16q | -80.6%-$94.6M |
| FC Advisory LLC | $22.4M | 249,139 | 5.88% | 32q | +5.3%+$1.1M |
| TITLEIST ASSET MANAGEMENT, LLC | $22.2M | 246,650 | 1.44% | 15q | +8.3%+$1.7M |
| Heartwood Wealth Advisors LLC | $21.1M | 234,148 | 1.67% | 28q | HELD |
| Go Invest LLC | $20.2M | 223,813 | 4.27% | 4q | +3.7%+$723.9K |
| First Heartland Consultants, Inc. | $17.6M | 195,174 | 1.17% | 32q | -3.8%-$692.0K |
| BRIGHTON SECURITIES CORP. | $16.4M | 181,731 | 6.85% | 8q | +7.2%+$1.1M |
| Kure Advisory, LLC | $13.2M | 146,464 | 6.10% | 12q | +1.7%+$222.5K |
| Cassilly Financial Group LLC | $13.0M | 144,016 | 8.72% | 4q | -49.6%-$12.8M |
| Bath Savings Trust Co | $12.9M | 142,687 | 1.33% | 24q | +2.7%+$332.4K |
| LifeGoal Investments, LLC | $11.6M | 129,215 | 3.55% | 8q | +3.6%+$406.8K |
| Emergent Wealth Advisors, LLC | $11.4M | 126,572 | 5.96% | 12q | +4.4%+$479.7K |
| Capital Planning LLC | $11.4M | 126,005 | 3.02% | 24q | +5.0%+$542.6K |
| GoalFusion Wealth Management, LLC | $11.3M | 125,237 | 4.51% | 5q | +2.3%+$250.0K |
| Valeo Financial Advisors, LLC | $11.0M | 122,555 | 0.23% | 32q | HELD |
| Avidian Wealth Enterprises, LLC | $10.9M | 120,600 | 0.30% | 32q | +6.3%+$640.4K |
| Acropolis Investment Management, LLC | $10.1M | 111,886 | 0.41% | 31q | -22.0%-$2.8M |
| Wedmont Private Capital | $9.0M | 98,404 | 0.21% | 20q | +12.2%+$973.9K |
| ECLECTIC ASSOCIATES INC /ADV | $8.7M | 96,134 | 0.97% | 24q | -0.9%-$80.8K |
| Councilor Wealth, LLC | $8.1M | 90,081 | 3.35% | 12q | +5.9%+$450.3K |
| PARK NATIONAL CORP /OH/ | $8.1M | 89,516 | 0.22% | 16q | -6.1%-$528.2K |
| DAVIDSON TRUST CO | $6.8M | 75,139 | 2.68% | 28q | HELD |
| Midwest Financial Partners Investments, Inc. | $5.9M | 65,365 | 2.26% | 4q | +31.9%+$1.4M |
| KWMG, LLC | $5.3M | 58,473 | 0.38% | 32q | -0.7%-$35.6K |
| Kaydan Wealth Management, Inc. | $4.7M | 52,314 | 1.62% | 20q | -2.2%-$106.2K |
| KFA Private Wealth Group, LLC | $4.4M | 48,553 | 1.03% | 25q | HELD |
| Wisconsin Wealth Advisors, LLC | $4.2M | 46,084 | 3.49% | 8q | +0.7%+$30.3K |
| Coastline Trust Co | $4.1M | 45,540 | 0.38% | 11q | HELD |
| RVW Wealth, LLC | $4.1M | 45,347 | 0.26% | 18q | -1.5%-$63.9K |
| Wealth Enhancement Trust Services, Inc. | $3.9M | 43,598 | 0.42% | 4q | -13.2%-$597.1K |
| Fenimore Asset Management Inc | $3.6M | 39,486 | 0.08% | 32q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $3.0M | 33,575 | 0.78% | 6q | +4.6%+$133.2K |
| Asempa Wealth Advisors | $3.0M | 33,146 | 2.28% | 4q | -5.0%-$158.4K |
| Gallagher Capital Advisors, LLC | $2.7M | 30,248 | 1.46% | 4q | -1.7%-$46.7K |
| RTD Financial Advisors, Inc. | $2.6M | 28,740 | 0.28% | 20q | HELD |
| Apeiron RIA LLC | $2.6M | 28,550 | 0.59% | 20q | +195.6%+$1.7M |
| Balefire, LLC | $2.4M | 27,172 | 0.39% | 6q | -6.2%-$160.8K |
| Graves Light Lenhart Wealth, Inc. | $2.4M | 26,262 | 0.22% | 31q | -7.4%-$188.5K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $2.3M | 26,034 | 0.03% | 26q | +11.1%+$235.2K |
| Sunburst Financial Group, LLC | $2.3M | 26,012 | 0.37% | 18q | -1.8%-$43.3K |
| GAMMA Investing LLC | $2.3M | 25,854 | 0.08% | 12q | +5.3%+$117.9K |
| CONGRESS ASSET MANAGEMENT CO | $2.3M | 25,728 | 0.02% | 17q | -2.7%-$63.8K |
| Kearns & Associates LLC | $2.3M | 25,614 | 1.06% | 9q | HELD |
| Aventus Investment Advisors, Inc. | $2.1M | 23,727 | 1.56% | 6q | -0.6%-$13.8K |
| Breakwater Capital Group | $2.1M | 23,475 | 0.25% | 16q | HELD |
| Lincoln Capital LLC | $2.1M | 22,943 | 0.36% | 30q | +1.0%+$21.1K |
| Marquette Asset Management, LLC | $2.1M | 22,862 | 0.27% | 32q | -3.5%-$75.4K |
| CYPRESS FINANCIAL PLANNING LLC | $2.1M | 22,752 | 0.55% | 18q | -1.0%-$20.8K |
| Trinity Financial Advisors LLC | $1.8M | 20,386 | 0.47% | 17q | -2.0%-$37.6K |
| McAlister, Sweet & Associates, Inc. | $1.8M | 20,354 | 1.16% | 7q | -0.8%-$15.4K |
| CHAPIN DAVIS, INC. | $1.7M | 19,220 | 0.33% | 16q | HELD |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.7M | 18,984 | 0.15% | 9q | HELD |
| WALLER FINANCIAL PLANNING GROUP, INC | $1.6M | 17,775 | 0.33% | 32q | HELD |
| Nautilus Advisors LLC | $1.6M | 17,658 | 0.96% | 8q | HELD |
| Sound Income Strategies, LLC | $1.6M | 17,128 | 0.07% | 32q | -4.2%-$69.1K |
| HF Advisory Group, LLC | $1.5M | 16,888 | 0.45% | 16q | -1.0%-$16.1K |
| Gladwyn Financial Advisors, Inc. | $1.4M | 15,502 | 0.89% | 6q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $1.4M | 15,375 | 0.29% | 24q | HELD |
| EASTERN BANK | $1.3M | 14,954 | 0.02% | 9q | +31.1%+$319.3K |
| FIRST COMMUNITY TRUST NA | $1.3M | 14,318 | 0.43% | 7q | +2512.8%+$1.2M |
| THRYVE WEALTH MANAGEMENT LLC | $1.2M | 12,948 | 0.65% | 4q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $1.1M | 12,535 | 0.07% | 16q | HELD |
| Cox Capital Mgt LLC | $1.1M | 12,486 | 0.63% | 3q | +0.9%+$10.0K |
| YHB Investment Advisors, Inc. | $1.1M | 12,270 | 0.07% | 24q | +18.3%+$170.8K |
| Baring Financial LLC | $1.1M | 12,026 | 0.58% | 8q | -9.3%-$111.1K |
| DIVERSIFIED MANAGEMENT INC | $1.1M | 12,023 | 0.19% | 4q | HELD |
| Cooper Financial Group | $1.0M | 11,496 | 0.08% | 26q | -5.7%-$62.3K |
| Bank of New Hampshire | $1.0M | 11,322 | 0.22% | 22q | -11.6%-$133.7K |
| Galvin, Gaustad & Stein, LLC | $986.8K | 10,951 | 0.07% | 24q | +1.4%+$13.8K |
| Gradient Investments LLC | $932.4K | 10,347 | 0.01% | 32q | -18.9%-$217.5K |
| Shira Ridge Wealth Management | $885.7K | 9,829 | 0.31% | 16q | HELD |
| GK Wealth Management LLC | $859.0K | 9,532 | 0.48% | 2q | -5.6%-$50.8K |
| Capital Advisors Wealth Management, LLC | $835.8K | 9,275 | 0.09% | 14q | +25.8%+$171.3K |
| RHODES INVESTMENT ADVISORS INC /ADV | $810.7K | 8,997 | 0.57% | 4q | HELD |
| SigFig Wealth Management, LLC | $809.1K | 8,979 | 0.02% | 24q | +5.5%+$41.9K |
| Koenig Investment Advisory, LLC | $797.9K | 8,855 | 0.58% | 4q | +6.3%+$47.1K |
| jvl associates llc | $753.9K | 8,367 | 0.22% | 11q | HELD |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $748.5K | 8,307 | 0.15% | 16q | -13.6%-$117.4K |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $728.8K | 8,088 | 0.17% | 12q | HELD |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | $713.7K | 7,920 | 0.41% | 8q | HELD |
| PRIVATE CLIENT SERVICES, LLC | $712.2K | 7,903 | 0.19% | 12q | HELD |
Showing the largest 100 of 176 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 172 | $1.7B | 18,816,129 | 6 | 54 | 53 | 0.0% |
| Q2 2026 | 2,896 | $151.2B | 1,742,647,338 | 224 | 2,570 | 35 | 0.3% |
| Q1 2026 | 2,732 | $120.9B | 295,428,287 | 100 | 1,040 | 865 | 0.2% |
| Q4 2025 | 2,821 | $131.5B | 269,208,758 | 115 | 905 | 869 | 0.2% |
| Q3 2025 | 2,608 | $123.2B | 257,512,691 | 178 | 827 | 806 | 0.2% |
| Q2 2025 | 2,507 | $114.1B | 259,637,221 | 145 | 885 | 807 | 0.3% |
| Q1 2025 | 2,454 | $94.1B | 253,316,597 | 92 | 889 | 834 | 0.2% |
| Q4 2024 | 2,508 | $127.2B | 309,150,500 | 149 | 824 | 706 | 0.2% |
| Q3 2024 | 2,225 | $114.8B | 299,380,147 | 117 | 761 | 709 | 0.1% |
| Q2 2024 | 2,160 | $110.0B | 294,558,837 | 141 | 717 | 676 | 0.1% |
| Q1 2024 | 2,098 | $84.9B | 246,699,047 | 136 | 695 | 742 | 0.1% |
| Q4 2023 | 2,044 | $72.5B | 233,086,132 | 128 | 693 | 584 | 0.1% |
| Q3 2023 | 1,833 | $59.5B | 218,375,747 | 91 | 656 | 573 | 0.1% |
| Q2 2023 | 1,824 | $59.2B | 209,044,761 | 141 | 600 | 622 | 0.1% |
| Q1 2023 | 1,720 | $53.7B | 216,760,770 | 138 | 592 | 577 | 0.1% |
| Q4 2022 | 1,666 | $54.2B | 253,983,751 | 100 | 599 | 528 | 0.1% |
| Q3 2022 | 1,554 | $41.5B | 194,145,632 | 67 | 619 | 446 | 0.1% |
| Q2 2022 | 1,585 | $42.6B | 190,002,673 | 88 | 615 | 524 | 0.1% |
| Q1 2022 | 1,634 | $51.8B | 180,238,992 | 78 | 591 | 532 | 0.2% |
| Q4 2021 | 1,673 | $56.3B | 175,587,904 | 115 | 505 | 450 | 0.2% |
| Q3 2021 | 1,425 | $50.4B | 173,099,234 | 83 | 492 | 418 | 0.1% |
| Q2 2021 | 1,414 | $49.9B | 173,758,126 | 103 | 497 | 443 | 0.1% |
| Q1 2021 | 1,363 | $43.6B | 169,576,983 | 63 | 456 | 488 | 0.1% |
| Q4 2020 | 1,361 | $44.3B | 174,323,614 | 85 | 449 | 381 | 0.2% |
| Q3 2020 | 1,191 | $40.3B | 176,077,439 | 86 | 347 | 452 | 0.6% |
| Q2 2020 | 1,138 | $37.9B | 187,785,401 | 114 | 366 | 398 | 0.1% |
| Q1 2020 | 1,065 | $28.2B | 180,267,718 | 75 | 385 | 377 | 0.1% |
| Q4 2019 | 1,108 | $31.6B | 173,034,235 | 78 | 326 | 307 | 0.1% |
| Q3 2019 | 939 | $29.1B | 174,402,267 | 55 | 292 | 312 | 0.1% |
| Q2 2019 | 924 | $28.6B | 174,796,776 | 87 | 301 | 266 | 0.1% |
| Q1 2019 | 874 | $26.1B | 166,752,255 | 72 | 282 | 294 | 0.1% |
| Q4 2018 | 832 | $22.5B | 167,159,616 | 8 | 13 | 14 | 0.1% |