# VANGUARD INDEX FDS (VV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VV/

- Reporting holders: 82
- Reported value: $513.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $132.4M | 376,197 | 10.5% | 28 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $56.8M | 161,292 | 14.5% | 15 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $56.6M | 160,893 | 2.3% | 32 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $24.2M | 68,738 | 4.3% | 25 |
| [ATMOS ADVISORY, LLC](https://holderbook.com/funds/1905162-atmos-advisory-llc/) | $22.9M | 65,130 | 12.2% | 20 |
| [Box Hill Private Wealth LLC](https://holderbook.com/funds/2094120-box-hill-private-wealth-llc/) | $22.6M | 64,323 | 16.5% | 4 |
| [Horizons Wealth Management](https://holderbook.com/funds/1943228-horizons-wealth-management/) | $17.6M | 49,911 | 11.0% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $16.2M | 46,101 | 0.1% | 16 |
| [Capital Planning LLC](https://holderbook.com/funds/1790688-capital-planning-llc/) | $14.2M | 40,483 | 3.8% | 24 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $14.2M | 39,825 | 0.3% | 20 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $13.7M | 38,974 | 0.4% | 28 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $11.3M | 31,590 | 0.1% | 11 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $10.0M | 28,362 | 0.2% | 20 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $9.9M | 28,148 | 4.1% | 12 |
| [Sherry Group, Inc.](https://holderbook.com/funds/2107738-sherry-group-inc/) | $9.1M | 25,942 | 8.6% | 4 |
| [Pioneer Wealth Management Group](https://holderbook.com/funds/1973339-pioneer-wealth-management-group/) | $6.8M | 19,340 | 1.6% | 15 |
| [Retireful, LLC](https://holderbook.com/funds/1919176-retireful-llc/) | $5.9M | 16,819 | 5.1% | 1 |
| [Gainplan LLC](https://holderbook.com/funds/1697857-gainplan-llc/) | $4.6M | 13,198 | 1.8% | 16 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $4.4M | 12,545 | 0.4% | 20 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $4.4M | 12,388 | 0.1% | 32 |
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $4.4M | 12,384 | 1.5% | 16 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $4.2M | 11,813 | 0.1% | 8 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $4.0M | 11,479 | 1.1% | 28 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $3.1M | 8,873 | 0.2% | 25 |
| [MARKET STREET WEALTH MANAGEMENT ADVISORS LLC](https://holderbook.com/funds/1767601-market-street-wealth-management-advisors-llc/) | $2.4M | 6,757 | 0.3% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 82 | $513.1M |
| Q2 2026 | 1,378 | $38.5B |
| Q1 2026 | 1,315 | $32.5B |
| Q4 2025 | 1,336 | $32.8B |
| Q3 2025 | 1,275 | $32.0B |
| Q2 2025 | 1,235 | $29.5B |
| Q1 2025 | 1,192 | $25.8B |
| Q4 2024 | 1,191 | $27.1B |
| Q3 2024 | 1,104 | $26.4B |
| Q2 2024 | 1,044 | $24.7B |
| Q1 2024 | 1,051 | $24.8B |
| Q4 2023 | 1,041 | $18.9B |