VANGUARD INDEX FDS (VV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,332
Reporting holders
$37.5B
Reported value
0.0%
Held as options
+58
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | $6.5B | 19,222,366 | 2.59% | 31q | +3.0%+$187.7M |
| Creative Planning | $4.1B | 12,039,581 | 2.42% | 31q | -1.8%-$76.7M |
| National Mutual Insurance Federation of Agricultural Cooperatives | $2.3B | 6,543,317 | 14.72% | 31q | HELD |
| UBS Group AG | $1.4B | 4,070,787 | 0.18% | 31q | +0.6%+$8.0M |
| Vanguard Global Advisers, LLC | $1.4B | 4,017,275 | 0.64% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $973.8M | 2,831,461 | 0.52% | 31q | HELD |
| MORGAN STANLEY | $939.9M | 2,733,000 | 0.05% | 35q | +1.6%+$15.1M |
| Johnson Financial Group, LLC | $932.8M | 2,712,195 | 50.24% | 31q | +6.1%+$53.7M |
| BANK OF AMERICA CORP /DE/ | $849.3M | 2,469,480 | 0.05% | 31q | -8.2%-$75.7M |
| PNC Financial Services Group, Inc. | $776.9M | 2,259,085 | 0.39% | 31q | +7.4%+$53.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $644.9M | 1,875,177 | 0.09% | 26q | +2.0%+$12.5M |
| Sixth Street Partners Management Company, L.P. | $644.9M | 1,875,177 | 0.09% | new | NEW |
| FMR LLC | $521.4M | 1,515,972 | 0.02% | 31q | -1.1%-$5.9M |
| ENVESTNET ASSET MANAGEMENT INC | $518.3M | 1,507,023 | 0.12% | 31q | -2.2%-$11.4M |
| WELLS FARGO & COMPANY/MN | $499.3M | 1,451,904 | 0.08% | 31q | -49.5%-$490.2M |
| MONETA GROUP INVESTMENT ADVISORS LLC | $491.6M | 1,429,481 | 3.64% | 31q | +4.4%+$20.6M |
| Wealthquest Corp | $437.7M | 1,272,808 | 27.61% | 30q | +8.1%+$32.7M |
| Capital Asset Advisory Services LLC | $349.9M | 1,017,512 | 12.66% | 23q | -1.9%-$6.9M |
| AXXCESS WEALTH MANAGEMENT, LLC | $348.8M | 1,014,136 | 5.55% | new | NEW |
| AMERIPRISE FINANCIAL INC | $309.9M | 901,199 | 0.06% | 31q | -46.7%-$271.1M |
| Pathstone Holdings, LLC | $285.8M | 831,081 | 0.83% | 11q | -0.7%-$1.9M |
| ROYAL BANK OF CANADA | $272.5M | 792,396 | 0.04% | 31q | HELD |
| Voya Financial Advisors, Inc. | $267.5M | 783,877 | 23.55% | 31q | +7.7%+$19.0M |
| LPL Financial LLC | $267.3M | 777,376 | 0.06% | 31q | +4.2%+$10.8M |
| Wealthfront Advisers LLC | $252.5M | 734,110 | 0.49% | 31q | -0.6%-$1.5M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | $215.5M | 626,682 | 1.61% | 4q | -2.1%-$4.7M |
| Mariner, LLC | $200.1M | 582,014 | 0.21% | 31q | -3.6%-$7.5M |
| Wealthspire Advisors, LLC | $182.3M | 530,162 | 1.00% | 29q | -34.4%-$95.5M |
| Cresset Asset Management, LLC | $181.0M | 526,292 | 0.65% | 31q | -0.5%-$1.0M |
| Bleakley Financial Group, LLC | $180.5M | 524,913 | 2.30% | 15q | -0.8%-$1.5M |
| Focus Partners Wealth | $179.7M | 522,651 | 0.18% | 11q | -1.9%-$3.5M |
| RAYMOND JAMES FINANCIAL INC | $178.8M | 519,808 | 0.05% | 7q | -32.2%-$84.9M |
| James J. Burns & Company, LLC | $166.8M | 484,908 | 18.06% | 16q | -1.4%-$2.4M |
| Millburn Ridgefield LLC /DE/ | $156.8M | 456,076 | 2.97% | 31q | +2.5%+$3.8M |
| Catalyst Capital Advisors LLC | $156.8M | 456,076 | 2.60% | 31q | +2.5%+$3.8M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $151.6M | 440,838 | 1.90% | 30q | -0.6%-$920.0K |
| AlphaCore Capital LLC | $151.6M | 440,832 | 2.79% | 6q | +6.7%+$9.5M |
| BlackRock, Inc. | $150.8M | 438,403 | 0.00% | 8q | +37.7%+$41.3M |
| Mason & Associates, LLC | $149.6M | 434,857 | 31.12% | 9q | +1.3%+$2.0M |
| GeoWealth Management, LLC | $149.3M | 434,122 | 4.70% | 10q | +2.0%+$3.0M |
| Garde Capital, Inc. | $148.2M | 430,875 | 6.64% | 31q | HELD |
| Corient Private Wealth LP | $145.2M | 422,261 | 0.09% | 15q | +92.8%+$69.9M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $143.1M | 416,066 | 0.49% | 2q | -4.3%-$6.5M |
| Cetera Investment Advisers | $136.3M | 396,398 | 0.12% | 24q | +1.0%+$1.4M |
| Baltimore-Washington Financial Advisors, Inc. | $133.2M | 387,417 | 4.98% | 31q | +0.6%+$825.7K |
| Ballentine Partners, LLC | $130.2M | 378,686 | 1.59% | 31q | -0.5%-$662.4K |
| Heartwood Wealth Advisors LLC | $129.7M | 377,107 | 10.07% | 27q | +3.4%+$4.3M |
| Sunflower Bank, N.A. | $127.7M | 371,252 | 15.26% | 25q | +94.3%+$62.0M |
| FIFTH THIRD BANCORP | $121.9M | 354,534 | 0.20% | 31q | -2.0%-$2.5M |
| GOLDMAN SACHS GROUP INC | $120.6M | 350,637 | 0.01% | 31q | +0.6%+$778.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $118.4M | 344,334 | 0.15% | 31q | -10.2%-$13.4M |
| Truepoint, Inc. | $116.9M | 339,923 | 2.44% | 20q | -3.5%-$4.3M |
| PITTENGER & ANDERSON INC | $115.4M | 335,445 | 4.13% | 31q | +2.8%+$3.1M |
| JPMORGAN CHASE & CO | $110.8M | 324,748 | 0.01% | 31q | +2.8%+$3.0M |
| Acropolis Investment Management, LLC | $107.1M | 333,483 | 2.24% | 31q | +97.9%+$53.0M |
| MilWealth Group LLC | $103.6M | 301,376 | 22.10% | 31q | +1.9%+$1.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $103.6M | 301,245 | 0.06% | 30q | +107.8%+$53.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $103.5M | 300,897 | 0.02% | 3q | -27.6%-$39.4M |
| Norinchukin Bank, The | $103.2M | 300,000 | 1.00% | 5q | HELD |
| MML INVESTORS SERVICES, LLC | $101.0M | 293,637 | 0.21% | 31q | +14.1%+$12.4M |
| Plante Moran Financial Advisors, LLC | $93.3M | 271,224 | 4.34% | 31q | -5.5%-$5.4M |
| OSAIC HOLDINGS, INC. | $90.7M | 263,572 | 0.11% | 26q | +22.9%+$16.9M |
| AGF MANAGEMENT LTD | $88.3M | 256,630 | 0.34% | 15q | -1.7%-$1.5M |
| CAPTRUST FINANCIAL ADVISORS | $87.6M | 254,810 | 0.13% | 31q | +0.5%+$451.9K |
| Baker Avenue Asset Management, LP | $85.5M | 248,686 | 1.62% | 31q | -1.8%-$1.5M |
| Parallel Advisors, LLC | $77.7M | 225,906 | 1.18% | 31q | +6.8%+$4.9M |
| TRUST POINT INC. | $76.0M | 220,883 | 6.45% | 11q | +14.4%+$9.6M |
| Cerity Partners LLC | $72.6M | 211,164 | 0.09% | 22q | -0.5%-$398.9K |
| Laird Norton Wetherby Trust Company, LLC | $67.8M | 197,038 | 1.30% | 3q | +0.7%+$452.9K |
| Transamerica Financial Advisors, LLC | $66.8M | 194,320 | 5.66% | 31q | -10.3%-$7.7M |
| Hurlow Wealth Management Group, Inc. | $66.8M | 194,273 | 13.90% | 31q | +2.5%+$1.6M |
| TRB Wealth Management, LLC | $65.4M | 190,058 | 8.70% | 2q | +1.4%+$877.3K |
| QRG CAPITAL MANAGEMENT, INC. | $65.2M | 189,661 | 0.54% | 12q | +6.8%+$4.2M |
| Addis & Hill, Inc | $64.4M | 187,371 | 35.51% | 11q | -11.3%-$8.2M |
| JUNCTURE WEALTH STRATEGIES, LLC | $62.5M | 181,619 | 16.25% | 14q | -10.6%-$7.4M |
| Financial Planning Navigators CORP | $62.1M | 180,597 | 23.25% | 3q | +1.2%+$739.4K |
| Kathmere Capital Management, LLC | $60.1M | 174,662 | 3.18% | 25q | +6.2%+$3.5M |
| Quantinno Capital Management LP | $58.9M | 171,408 | 0.07% | 13q | +46.5%+$18.7M |
| VSM Wealth Advisory, LLC | $57.4M | 166,932 | 15.25% | 7q | HELD |
| Badgley Phelps Wealth Managers, LLC | $55.8M | 162,359 | 0.98% | 20q | +1.6%+$877.0K |
| Equitable Holdings, Inc. | $51.5M | 149,692 | 0.31% | 27q | -53.8%-$59.9M |
| RIVERSEDGE ADVISORS, LLC | $50.6M | 147,058 | 6.66% | 14q | HELD |
| JMG Financial Group, Ltd. | $50.1M | 145,565 | 1.21% | 31q | -1.0%-$516.2K |
| SIGNATUREFD, LLC | $49.4M | 143,737 | 0.66% | 31q | -16.0%-$9.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $45.9M | 133,158 | 0.08% | 14q | HELD |
| Rockefeller Capital Management L.P. | $45.8M | 133,137 | 0.07% | 30q | +1.5%+$679.2K |
| AQR CAPITAL MANAGEMENT LLC | $44.6M | 129,676 | 0.02% | 8q | +21.4%+$7.9M |
| NORTHERN TRUST CORP | $43.8M | 127,473 | 0.01% | 31q | +1.5%+$659.6K |
| Pure Financial Advisors, LLC | $43.5M | 126,528 | 0.55% | 24q | HELD |
| Koesten, Hirschmann & Crabtree, INC. | $42.5M | 123,599 | 17.70% | 15q | +1.7%+$724.3K |
| HighTower Advisors, LLC | $40.5M | 117,749 | 0.04% | 22q | +0.9%+$377.6K |
| Haverford Trust Co | $40.0M | 116,422 | 0.35% | 25q | -4.1%-$1.7M |
| Sanctuary Advisors, LLC | $39.5M | 114,745 | 0.18% | 9q | +415.6%+$31.8M |
| Lido Advisors, LLC | $38.8M | 112,873 | 0.11% | 10q | -41.9%-$28.0M |
| SCS Capital Management LLC | $38.7M | 112,499 | 0.37% | 6q | HELD |
| TRUIST FINANCIAL CORP | $38.5M | 111,841 | 0.05% | 31q | +4.0%+$1.5M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $37.8M | 109,988 | 1.38% | 31q | HELD |
| Latigo Investments, LLC | $37.5M | 108,982 | 16.70% | 19q | HELD |
| Northern Capital Management, Inc. | $36.6M | 113,690 | 8.45% | 23q | +99.5%+$18.2M |
| SAGE FINANCIAL GROUP INC | $36.5M | 106,130 | 2.02% | 31q | -1.3%-$471.5K |
Showing the largest 100 of 1,372 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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,332 | $37.5B | 109,470,260 | 103 | 302 | 367 | 0.0% |
| Q1 2026 | 1,274 | $32.3B | 108,296,554 | 70 | 290 | 355 | 0.0% |
| Q4 2025 | 1,288 | $32.5B | 103,310,630 | 70 | 298 | 369 | 0.0% |
| Q3 2025 | 1,227 | $31.7B | 102,945,789 | 81 | 239 | 358 | 0.0% |
| Q2 2025 | 1,175 | $29.1B | 102,263,511 | 91 | 300 | 324 | 0.0% |
| Q1 2025 | 1,132 | $25.3B | 98,572,385 | 75 | 286 | 313 | 0.1% |
| Q4 2024 | 1,129 | $26.3B | 97,445,645 | 57 | 272 | 325 | 0.1% |
| Q3 2024 | 1,036 | $25.7B | 97,419,211 | 80 | 239 | 277 | 0.2% |
| Q2 2024 | 980 | $23.7B | 95,007,221 | 60 | 236 | 254 | 0.0% |
| Q1 2024 | 978 | $24.0B | 100,022,138 | 68 | 228 | 285 | 0.3% |
| Q4 2023 | 963 | $18.2B | 82,389,866 | 72 | 210 | 263 | 1.3% |
| Q3 2023 | 865 | $17.9B | 91,593,312 | 37 | 197 | 274 | 0.1% |
| Q2 2023 | 850 | $18.2B | 89,940,655 | 58 | 179 | 267 | 0.1% |
| Q1 2023 | 808 | $17.6B | 92,955,719 | 51 | 185 | 250 | 0.1% |
| Q4 2022 | 740 | $15.4B | 88,099,687 | 69 | 200 | 200 | 0.1% |
| Q3 2022 | 821 | $15.0B | 91,482,216 | 35 | 221 | 211 | 0.0% |
| Q2 2022 | 849 | $15.6B | 90,372,641 | 53 | 257 | 198 | 0.0% |
| Q1 2022 | 865 | $18.0B | 86,233,269 | 56 | 246 | 214 | 0.0% |
| Q4 2021 | 868 | $18.4B | 83,202,972 | 63 | 198 | 215 | 0.0% |
| Q3 2021 | 770 | $16.3B | 80,708,691 | 46 | 178 | 190 | 0.0% |
| Q2 2021 | 750 | $15.8B | 78,964,017 | 52 | 177 | 201 | 0.0% |
| Q1 2021 | 723 | $14.3B | 77,271,780 | 49 | 165 | 210 | 0.0% |
| Q4 2020 | 698 | $14.1B | 80,009,431 | 64 | 162 | 188 | 0.0% |
| Q3 2020 | 610 | $12.3B | 79,005,574 | 42 | 143 | 180 | 0.1% |
| Q2 2020 | 595 | $11.5B | 80,961,605 | 62 | 157 | 165 | 0.0% |
| Q1 2020 | 567 | $9.2B | 78,199,888 | 66 | 168 | 168 | 0.0% |
| Q4 2019 | 577 | $10.4B | 70,394,996 | 55 | 128 | 143 | 0.0% |
| Q3 2019 | 500 | $9.5B | 69,921,190 | 34 | 133 | 147 | 0.0% |
| Q2 2019 | 489 | $9.4B | 70,069,713 | 38 | 113 | 133 | 0.1% |
| Q1 2019 | 479 | $9.1B | 70,131,047 | 42 | 107 | 135 | 0.0% |
| Q4 2018 | 462 | $8.1B | 70,591,493 | 3 | 8 | 9 | 0.0% |