VANGUARD INDEX FDS (VV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
82
Reporting holders
$513.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,296
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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | $132.4M | 376,197 | 10.45% | 28q | HELD |
| JUNCTURE WEALTH STRATEGIES, LLC | $56.8M | 161,292 | 14.54% | 15q | -11.2%-$7.2M |
| Acropolis Investment Management, LLC | $56.6M | 160,893 | 2.28% | 32q | -51.8%-$60.7M |
| Investors Research Corp | $24.2M | 68,738 | 4.25% | 25q | +9.2%+$2.0M |
| ATMOS ADVISORY, LLC | $22.9M | 65,130 | 12.20% | 20q | HELD |
| Box Hill Private Wealth LLC | $22.6M | 64,323 | 16.46% | 4q | +8.6%+$1.8M |
| Horizons Wealth Management | $17.6M | 49,911 | 10.95% | 17q | -3.3%-$592.5K |
| Farther Finance Advisors, LLC | $16.2M | 46,101 | 0.11% | 16q | +8.8%+$1.3M |
| Capital Planning LLC | $14.2M | 40,483 | 3.79% | 24q | HELD |
| Wedmont Private Capital | $14.2M | 39,825 | 0.34% | 20q | +2.5%+$343.9K |
| Venture Visionary Partners LLC | $13.7M | 38,974 | 0.36% | 28q | HELD |
| Apella Capital, LLC | $11.3M | 31,590 | 0.14% | 11q | HELD |
| Valeo Financial Advisors, LLC | $10.0M | 28,362 | 0.21% | 20q | -0.8%-$83.7K |
| Councilor Wealth, LLC | $9.9M | 28,148 | 4.08% | 12q | +1.0%+$97.5K |
| Sherry Group, Inc. | $9.1M | 25,942 | 8.55% | 4q | HELD |
| Pioneer Wealth Management Group | $6.8M | 19,340 | 1.61% | 15q | -5.5%-$399.3K |
| Retireful, LLC | $5.9M | 16,819 | 5.10% | new | NEW |
| Gainplan LLC | $4.6M | 13,198 | 1.80% | 16q | +1.0%+$44.7K |
| Trust Co | $4.4M | 12,545 | 0.38% | 20q | HELD |
| SigFig Wealth Management, LLC | $4.4M | 12,388 | 0.11% | 32q | -2.6%-$115.1K |
| FIRST COMMUNITY TRUST NA | $4.4M | 12,384 | 1.45% | 16q | +21.1%+$759.3K |
| SAPIENT CAPITAL LLC | $4.2M | 11,813 | 0.06% | 8q | -50.0%-$4.2M |
| FC Advisory LLC | $4.0M | 11,479 | 1.06% | 28q | +1.1%+$44.0K |
| YHB Investment Advisors, Inc. | $3.1M | 8,873 | 0.20% | 25q | HELD |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $2.4M | 6,757 | 0.34% | 19q | -10.8%-$288.2K |
| Legacy Private Trust Co. | $2.2M | 6,264 | 0.12% | 18q | HELD |
| DAVIDSON TRUST CO | $2.2M | 6,256 | 0.87% | 28q | HELD |
| RTD Financial Advisors, Inc. | $2.1M | 6,025 | 0.23% | 20q | HELD |
| Asempa Wealth Advisors | $2.1M | 5,949 | 1.60% | 4q | HELD |
| General Partner, Inc. | $2.0M | 5,700 | 1.07% | 16q | HELD |
| Olistico Wealth, LLC | $1.9M | 5,349 | 0.79% | 16q | HELD |
| Versant Capital Management, Inc | $1.9M | 5,295 | 0.16% | 32q | -8.3%-$169.6K |
| Avidian Wealth Enterprises, LLC | $1.8M | 5,097 | 0.05% | 9q | HELD |
| Pathway Financial Advisors LLC | $1.6M | 4,651 | 0.18% | 31q | HELD |
| David J Yvars Group | $1.4M | 3,845 | 0.62% | 24q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.0M | 2,958 | 0.01% | 32q | HELD |
| Breakwater Capital Group | $1.0M | 2,876 | 0.12% | 16q | HELD |
| Wealth Enhancement Trust Services, Inc. | $855.3K | 2,431 | 0.09% | 4q | -57.3%-$1.1M |
| RIVERSEDGE ADVISORS, LLC | $846.1K | 2,405 | 0.10% | 15q | -98.4%-$50.9M |
| ROCKLAND TRUST CO | $828.6K | 2,355 | 0.03% | new | NEW |
| EASTERN BANK | $626.3K | 1,780 | 0.01% | 4q | -3.6%-$23.2K |
| Aletheian Wealth Advisors LLC | $623.1K | 1,771 | 0.25% | 19q | HELD |
| CoreCap Advisors, LLC | $621.2K | 1,765 | 0.02% | 9q | -10.2%-$70.4K |
| Weaver Consulting Group | $612.9K | 1,742 | 0.12% | 31q | -0.5%-$3.2K |
| M.E. ALLISON & CO., INC. | $555.1K | 1,578 | 0.31% | 8q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $538.0K | 1,529 | 0.04% | 26q | HELD |
| Beacon Wealthcare LLC | $508.4K | 1,445 | 0.16% | 9q | HELD |
| Gradient Investments LLC | $505.3K | 1,436 | 0.01% | new | NEW |
| Factor Wealth Management LTD | $494.2K | 1,404 | 0.08% | 8q | +12.3%+$54.2K |
| Graves Light Lenhart Wealth, Inc. | $490.7K | 1,395 | 0.05% | 31q | HELD |
| ACIMA PRIVATE WEALTH, LLC | $485.6K | 1,380 | 0.14% | 32q | HELD |
| First Heartland Consultants, Inc. | $463.7K | 1,318 | 0.03% | 32q | -2.2%-$10.2K |
| KFA Private Wealth Group, LLC | $429.6K | 1,221 | 0.10% | 8q | -13.6%-$67.6K |
| MassMutual Private Wealth & Trust, FSB | $425.4K | 1,209 | 0.01% | 31q | +4.0%+$16.5K |
| Global Wealth Strategies & Associates | $425.4K | 1,209 | 0.08% | new | NEW |
| Peterson Wealth Advisors, LLC | $406.1K | 1,154 | 0.05% | 26q | -9.6%-$42.9K |
| Prosperity Planning, Inc. | $387.7K | 1,102 | 0.09% | 24q | -7.6%-$31.7K |
| TITLEIST ASSET MANAGEMENT, LLC | $368.9K | 1,048 | 0.02% | 4q | -2.6%-$9.9K |
| GAMMA Investing LLC | $345.9K | 983 | 0.01% | 10q | HELD |
| Green Ridge Wealth Planning LLC | $337.8K | 960 | 0.14% | 4q | HELD |
| WALLER FINANCIAL PLANNING GROUP, INC | $331.9K | 943 | 0.07% | 11q | +22.6%+$61.2K |
| Mallini Complete Financial Planning LLC | $325.5K | 925 | 0.23% | 2q | HELD |
| Successful Portfolios LLC | $316.9K | 886 | 0.15% | 6q | HELD |
| Cooper Financial Group | $302.7K | 860 | 0.02% | 18q | HELD |
| Roxbury Financial LLC | $280.1K | 796 | 0.21% | 8q | -6.9%-$20.8K |
| Byrne Asset Management LLC | $242.1K | 687 | 0.14% | 20q | -1.0%-$2.5K |
| Everhart Financial Group, Inc. | $235.1K | 668 | 0.01% | 2q | HELD |
| Marquette Asset Management, LLC | $213.6K | 607 | 0.03% | 31q | -0.8%-$1.8K |
| Decker Wealth Management LLC | $204.1K | 580 | 0.04% | new | NEW |
| Sound Income Strategies, LLC | $203.6K | 570 | 0.01% | 18q | -12.2%-$28.2K |
| TOMPKINS FINANCIAL CORP | $181.9K | 517 | 0.01% | new | NEW |
| Grove Bank & Trust | $172.1K | 489 | 0.02% | 15q | HELD |
| GoalVest Advisory LLC | $169.2K | 481 | 0.03% | 20q | -2.8%-$4.9K |
| ATWOOD & PALMER INC | $157.7K | 448 | 0.01% | 3q | HELD |
| Dorato Capital Management | $126.6K | 353 | 0.08% | 4q | HELD |
| Coastline Trust Co | $117.5K | 334 | 0.01% | 16q | -87.8%-$842.3K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $88.0K | 250 | 0.01% | new | NEW |
| ELEVATION WEALTH PARTNERS, LLC | $46.1K | 131 | 0.01% | new | NEW |
| Rosenberg Matthew Hamilton | $28.1K | 80 | 0.01% | 6q | HELD |
| CX Institutional | $17.8K | 50,574 | 0.48% | 32q | -0.9% |
| Planning Strategies Inc. | $4.9K | 14 | 0.00% | 2q | HELD |
| Central Pacific Bank - Trust Division | $3.9K | 11 | 0.00% | 8q | HELD |
| GK Wealth Management LLC | $1.1K | 3 | 0.00% | new | NEW |
| Polaris Financial Partners | $372 | 1,050 | 0.17% | new | FIRST |
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 | 82 | $513.1M | 1,457,023 | 9 | 11 | 25 | 0.0% |
| Q2 2026 | 1,378 | $38.5B | 112,365,665 | 108 | 318 | 377 | 0.0% |
| Q1 2026 | 1,315 | $32.5B | 109,132,640 | 71 | 301 | 365 | 0.0% |
| Q4 2025 | 1,336 | $32.8B | 104,265,855 | 72 | 312 | 380 | 0.0% |
| Q3 2025 | 1,275 | $32.0B | 104,169,831 | 86 | 253 | 369 | 0.0% |
| Q2 2025 | 1,235 | $29.5B | 103,740,195 | 97 | 310 | 339 | 0.0% |
| Q1 2025 | 1,192 | $25.8B | 100,273,253 | 80 | 303 | 328 | 0.1% |
| Q4 2024 | 1,191 | $27.1B | 100,283,365 | 63 | 283 | 344 | 0.1% |
| Q3 2024 | 1,104 | $26.4B | 100,327,776 | 89 | 250 | 298 | 0.2% |
| Q2 2024 | 1,044 | $24.7B | 98,740,762 | 67 | 252 | 272 | 0.0% |
| Q1 2024 | 1,051 | $24.8B | 103,384,173 | 73 | 250 | 297 | 0.3% |
| Q4 2023 | 1,041 | $18.9B | 85,840,295 | 78 | 233 | 283 | 1.2% |
| Q3 2023 | 939 | $18.5B | 94,630,219 | 44 | 213 | 296 | 0.1% |
| Q2 2023 | 931 | $18.9B | 93,191,032 | 66 | 201 | 287 | 0.1% |
| Q1 2023 | 895 | $18.2B | 96,260,399 | 54 | 209 | 282 | 0.1% |
| Q4 2022 | 889 | $17.3B | 98,942,803 | 85 | 248 | 235 | 0.1% |
| Q3 2022 | 822 | $15.0B | 91,484,001 | 35 | 221 | 211 | 0.0% |
| Q2 2022 | 850 | $15.6B | 90,374,426 | 53 | 258 | 198 | 0.0% |
| Q1 2022 | 866 | $18.0B | 86,234,427 | 56 | 246 | 214 | 0.0% |
| Q4 2021 | 869 | $18.4B | 83,204,130 | 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% |