VANGUARD INDEX FDS (VXF)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
59
Reporting holders
$286.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,020
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 |
|---|---|---|---|---|---|
| ACT WEALTH MANAGEMENT, LLC | $47.4M | 204,800 | 13.95% | 24q | -3.7%-$1.8M |
| MOODY NATIONAL BANK TRUST DIVISION | $38.8M | 167,703 | 3.21% | 16q | +0.8%+$307.8K |
| Legacy Private Trust Co. | $37.4M | 161,577 | 2.05% | 32q | -1.1%-$411.4K |
| FC Advisory LLC | $31.3M | 135,258 | 8.21% | 32q | +0.8%+$235.3K |
| CYPRESS FINANCIAL PLANNING LLC | $28.2M | 121,883 | 7.56% | 18q | +1.0%+$271.9K |
| BRIGHTON SECURITIES CORP. | $16.6M | 71,671 | 6.95% | 8q | +2.7%+$430.6K |
| PARK NATIONAL CORP /OH/ | $13.2M | 57,132 | 0.36% | 26q | +356.1%+$10.3M |
| Boston Standard Wealth Management, LLC | $8.5M | 36,871 | 1.23% | 32q | +1.3%+$107.7K |
| Wedmont Private Capital | $7.9M | 34,008 | 0.19% | 20q | HELD |
| Echo45 Advisors LLC | $6.6M | 28,319 | 2.99% | 20q | HELD |
| Farther Finance Advisors, LLC | $6.1M | 26,163 | 0.04% | 16q | HELD |
| SigFig Wealth Management, LLC | $5.7M | 24,690 | 0.14% | 27q | HELD |
| Wealth Group Ltd | $4.0M | 16,938 | 0.74% | 12q | -2.6%-$105.9K |
| ARMSTRONG ADVISORY GROUP, INC | $3.8M | 16,394 | 0.23% | 16q | -6.0%-$241.8K |
| GILPIN WEALTH MANAGEMENT, LLC | $3.7M | 15,764 | 2.47% | 4q | HELD |
| Retirement Wealth Solutions LLC | $3.5M | 15,209 | 1.86% | 8q | -0.7%-$25.0K |
| Emergent Wealth Advisors, LLC | $2.1M | 8,963 | 1.09% | 12q | -10.4%-$239.7K |
| Successful Portfolios LLC | $2.0M | 8,396 | 0.92% | 13q | +4.2%+$79.7K |
| Oak Root LLC | $1.5M | 1,092,060 | 0.17% | 12q | +16489.1%+$1.5M |
| Apella Capital, LLC | $1.5M | 6,494 | 0.02% | 8q | +0.9%+$13.5K |
| Avidian Wealth Enterprises, LLC | $1.3M | 5,779 | 0.04% | 3q | +53.2%+$464.9K |
| EASTERN BANK | $1.3M | 5,584 | 0.02% | 7q | +5.0%+$61.2K |
| Capital Advisors Wealth Management, LLC | $1.3M | 5,503 | 0.14% | 23q | +13.7%+$154.0K |
| SAPIENT CAPITAL LLC | $951.3K | 4,107 | 0.01% | 5q | -44.2%-$754.4K |
| Canandaigua National Trust Co of Florida | $925.8K | 3,997 | 0.51% | new | NEW |
| Coastline Trust Co | $912.4K | 3,939 | 0.09% | 32q | -6.7%-$65.1K |
| First Heartland Consultants, Inc. | $853.7K | 3,686 | 0.06% | 32q | HELD |
| Harpswell Capital Advisors, LLC | $697.4K | 3,011 | 0.46% | 4q | +1.9%+$13.2K |
| Venture Visionary Partners LLC | $691.4K | 2,984 | 0.02% | 28q | HELD |
| Montecito Bank & Trust | $674.5K | 2,912 | 0.10% | 22q | HELD |
| Taylor & Morgan Wealth Management, LLC | $667.3K | 2,881 | 0.32% | 4q | HELD |
| Conrad Siegel Investment Advisors, Inc. | $560.4K | 2,419 | 0.09% | 13q | HELD |
| Breakwater Capital Group | $526.5K | 2,273 | 0.06% | 8q | +1.6%+$8.3K |
| Olistico Wealth, LLC | $504.8K | 2,179 | 0.21% | 16q | HELD |
| RHODES INVESTMENT ADVISORS INC /ADV | $359.0K | 1,550 | 0.25% | new | NEW |
| Koenig Investment Advisory, LLC | $355.5K | 1,535 | 0.26% | 4q | HELD |
| Heartwood Wealth Advisors LLC | $351.4K | 1,517 | 0.03% | 5q | HELD |
| Balefire, LLC | $342.6K | 1,479 | 0.05% | 6q | -3.1%-$11.1K |
| CoreCap Advisors, LLC | $342.5K | 1,478 | 0.01% | 9q | +25.3%+$69.1K |
| GAMMA Investing LLC | $341.4K | 1,474 | 0.01% | 7q | +9.1%+$28.5K |
| Castle Rock Wealth Management, LLC | $331.5K | 1,398 | 0.06% | 24q | -8.1%-$29.2K |
| Insight Wealth Strategies, LLC | $326.2K | 1,408 | 0.03% | 2q | HELD |
| Everhart Financial Group, Inc. | $320.2K | 1,383 | 0.02% | 5q | HELD |
| Mirador Capital Partners LP | $319.5K | 1,380 | 0.04% | 24q | -6.7%-$22.9K |
| INSPIRION WEALTH ADVISORS, LLC | $312.7K | 1,350 | 0.04% | 4q | HELD |
| MassMutual Private Wealth & Trust, FSB | $297.9K | 1,286 | 0.01% | 4q | +17.2%+$43.8K |
| Adirondack Capital Advisors, LLC | $263.8K | 1,139 | 0.14% | 4q | HELD |
| Mallini Complete Financial Planning LLC | $247.8K | 1,070 | 0.17% | 6q | HELD |
| Hardin Capital Partners, LLC | $233.2K | 1,007 | 0.11% | 2q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $230.9K | 997 | 0.00% | 3q | HELD |
| Bath Savings Trust Co | $229.8K | 992 | 0.02% | 24q | HELD |
| Vilga Financial Planning LLC | $217.0K | 937 | 0.13% | new | NEW |
| Valeo Financial Advisors, LLC | $200.1K | 864 | 0.00% | new | NEW |
| Acropolis Investment Management, LLC | $138.1K | 596 | 0.01% | 3q | -50.0%-$138.1K |
| Planning Strategies Inc. | $66.2K | 286 | 0.04% | 2q | +107.2%+$34.3K |
| AMERICAN NATIONAL BANK & TRUST | $63.9K | 276 | 0.01% | 10q | HELD |
| Gladwyn Financial Advisors, Inc. | $51.9K | 224 | 0.03% | 6q | HELD |
| Bangor Savings Bank | $51.4K | 222 | 0.00% | 18q | HELD |
| Pacifica Partners Inc. | $27.5K | 118 | 0.01% | new | NEW |
| Central Pacific Bank - Trust Division | $1.4K | 6 | 0.00% | 11q | HELD |
| CX Institutional | $98 | 422 | 0.00% | new | NEW |
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 | 59 | $286.3M | 1,235,459 | 5 | 17 | 12 | 0.0% |
| Q2 2026 | 1,079 | $15.5B | 62,701,448 | 104 | 322 | 288 | 0.0% |
| Q1 2026 | 1,005 | $11.3B | 54,858,207 | 71 | 293 | 259 | 0.0% |
| Q4 2025 | 993 | $11.1B | 50,844,081 | 71 | 293 | 211 | 0.0% |
| Q3 2025 | 908 | $10.2B | 48,570,733 | 70 | 235 | 239 | 0.0% |
| Q2 2025 | 898 | $9.6B | 49,691,580 | 68 | 261 | 255 | 0.0% |
| Q1 2025 | 869 | $8.7B | 50,241,404 | 60 | 255 | 252 | 0.0% |
| Q4 2024 | 903 | $9.1B | 48,048,911 | 76 | 224 | 244 | 0.1% |
| Q3 2024 | 814 | $8.4B | 46,341,873 | 63 | 219 | 232 | 0.1% |
| Q2 2024 | 784 | $7.6B | 45,292,360 | 59 | 234 | 229 | 0.0% |
| Q1 2024 | 774 | $8.8B | 50,444,506 | 60 | 209 | 231 | 0.1% |
| Q4 2023 | 765 | $8.0B | 50,412,044 | 78 | 223 | 222 | 0.0% |
| Q3 2023 | 684 | $6.3B | 44,057,618 | 47 | 197 | 196 | 0.1% |
| Q2 2023 | 693 | $6.4B | 43,181,778 | 58 | 183 | 224 | 0.1% |
| Q1 2023 | 661 | $5.7B | 41,173,154 | 41 | 197 | 212 | 0.1% |
| Q4 2022 | 670 | $7.1B | 53,723,512 | 60 | 191 | 197 | 0.0% |
| Q3 2022 | 616 | $4.9B | 38,632,035 | 42 | 151 | 205 | 0.1% |
| Q2 2022 | 626 | $5.2B | 39,276,388 | 39 | 176 | 198 | 0.0% |
| Q1 2022 | 665 | $7.1B | 42,535,829 | 40 | 197 | 218 | 0.0% |
| Q4 2021 | 695 | $7.8B | 42,499,832 | 48 | 242 | 140 | 0.1% |
| Q3 2021 | 626 | $7.6B | 41,853,724 | 42 | 217 | 144 | 0.1% |
| Q2 2021 | 624 | $7.8B | 41,380,311 | 62 | 233 | 133 | 0.0% |
| Q1 2021 | 586 | $6.8B | 38,568,434 | 75 | 199 | 146 | 0.0% |
| Q4 2020 | 537 | $6.5B | 39,378,524 | 67 | 178 | 111 | 0.0% |
| Q3 2020 | 454 | $4.5B | 34,633,096 | 40 | 121 | 146 | 0.0% |
| Q2 2020 | 437 | $4.0B | 34,094,975 | 77 | 103 | 139 | 0.0% |
| Q1 2020 | 396 | $2.8B | 31,077,520 | 39 | 125 | 144 | 0.0% |
| Q4 2019 | 434 | $3.8B | 30,242,430 | 41 | 132 | 103 | 0.0% |
| Q3 2019 | 377 | $3.8B | 32,985,726 | 28 | 129 | 106 | 0.0% |
| Q2 2019 | 380 | $3.3B | 28,119,057 | 35 | 114 | 115 | 0.1% |
| Q1 2019 | 370 | $3.2B | 27,488,179 | 42 | 95 | 105 | 0.0% |
| Q4 2018 | 346 | $3.0B | 30,189,012 | 3 | 6 | 11 | 0.0% |