VANGUARD INDEX FDS (VXF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,036
Reporting holders
$13.8B
Reported value
0.0%
Held as options
+72
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $1.1B | 4,498,051 | 0.06% | 35q | +6.5%+$67.5M |
| ENVESTNET ASSET MANAGEMENT INC | $1.1B | 4,451,442 | 0.26% | 31q | +4.9%+$50.7M |
| MERCER GLOBAL ADVISORS INC /ADV | $902.1M | 3,663,969 | 0.56% | 30q | +173.2%+$572.0M |
| Wealthfront Advisers LLC | $849.5M | 3,450,306 | 1.63% | 31q | +4.0%+$32.5M |
| BANK OF AMERICA CORP /DE/ | $567.3M | 2,304,294 | 0.04% | 31q | +2.2%+$12.2M |
| FIFTH THIRD BANCORP | $345.5M | 1,403,188 | 0.56% | 31q | HELD |
| VANGUARD ADVISERS INC | $334.0M | 1,356,739 | 1.14% | 2q | +2.3%+$7.5M |
| ASSETMARK, INC | $325.3M | 1,321,393 | 0.56% | 31q | +3.0%+$9.5M |
| Creative Planning | $271.4M | 1,102,341 | 0.16% | 31q | -3.1%-$8.7M |
| LPL Financial LLC | $262.2M | 1,064,954 | 0.06% | 31q | +4.9%+$12.3M |
| ROYAL BANK OF CANADA | $261.6M | 1,062,508 | 0.04% | 31q | -1.0%-$2.7M |
| Cerity Partners LLC | $261.5M | 1,062,300 | 0.32% | 19q | +12.1%+$28.2M |
| Plante Moran Financial Advisors, LLC | $246.9M | 1,002,829 | 11.49% | 26q | +20.7%+$42.4M |
| Focus Partners Wealth | $219.9M | 893,051 | 0.23% | 11q | -1.0%-$2.1M |
| Wealthspire Advisors, LLC | $206.4M | 838,191 | 1.14% | 29q | +1.8%+$3.6M |
| WELLS FARGO & COMPANY/MN | $202.6M | 822,967 | 0.03% | 31q | -49.8%-$201.1M |
| RAYMOND JAMES FINANCIAL INC | $193.1M | 784,166 | 0.05% | 7q | +4.8%+$8.9M |
| US BANCORP \DE\ | $182.8M | 742,510 | 0.20% | 31q | HELD |
| UBS Group AG | $164.9M | 669,951 | 0.02% | 31q | +10.9%+$16.2M |
| Gleason Group, Inc. | $158.8M | 645,027 | 13.86% | 27q | +1.7%+$2.7M |
| JONES FINANCIAL COMPANIES LLLP | $157.4M | 650,983 | 0.06% | 31q | -1.9%-$3.1M |
| SageView Advisory Group, LLC | $157.2M | 638,507 | 5.15% | 15q | -4.6%-$7.5M |
| TD PRIVATE CLIENT WEALTH LLC | $155.7M | 632,279 | 2.86% | 27q | +8.4%+$12.0M |
| NEPC LLC | $149.0M | 605,088 | 2.78% | 12q | -3.4%-$5.3M |
| AMERIPRISE FINANCIAL INC | $142.9M | 580,333 | 0.03% | 31q | -14.7%-$24.6M |
| Kestra Investment Management, LLC | $135.6M | 550,893 | 2.63% | 2q | +8.4%+$10.5M |
| DIVERSIFIED TRUST CO | $126.8M | 514,903 | 2.03% | 31q | +1.7%+$2.2M |
| OSAIC HOLDINGS, INC. | $95.2M | 386,289 | 0.11% | 26q | +13.4%+$11.3M |
| Stratos Wealth Partners, LTD. | $91.4M | 371,031 | 0.92% | 31q | +1.3%+$1.2M |
| Van Cleef Asset Management,Inc | $83.9M | 340,880 | 8.56% | 31q | -2.2%-$1.9M |
| CAPTRUST FINANCIAL ADVISORS | $82.6M | 335,664 | 0.13% | 31q | +1.8%+$1.5M |
| ALLIANCEBERNSTEIN L.P. | $72.7M | 353,403 | 0.02% | 25q | +17.5%+$10.8M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $71.2M | 289,189 | 0.04% | 31q | -7.2%-$5.6M |
| Tenon Financial LLC | $67.3M | 273,536 | 21.67% | 10q | +8.9%+$5.5M |
| CITIGROUP INC | $64.9M | 263,792 | 0.02% | 31q | +7.2%+$4.4M |
| BNP PARIBAS FINANCIAL MARKETS | $63.9M | 259,693 | 0.02% | 19q | -0.6%-$405.0K |
| CIBC Bancorp USA Inc. | $63.4M | 261,653 | 0.08% | 2q | +11.9%+$6.7M |
| Cetera Investment Advisers | $61.8M | 250,920 | 0.06% | 27q | -4.2%-$2.7M |
| Rockefeller Capital Management L.P. | $59.6M | 242,018 | 0.09% | 30q | HELD |
| GeoWealth Management, LLC | $58.5M | 237,457 | 1.84% | 11q | +4.9%+$2.7M |
| Vanguard National Trust Co | $56.1M | 227,913 | 3.06% | 2q | +0.5%+$285.1K |
| Mariner, LLC | $54.8M | 222,692 | 0.06% | 20q | -3.6%-$2.0M |
| ACT WEALTH MANAGEMENT, LLC | $52.4M | 212,634 | 15.38% | 23q | +4.9%+$2.5M |
| Blue Trust, Inc. | $51.8M | 210,400 | 0.54% | 17q | -4.5%-$2.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $51.6M | 209,626 | 0.06% | 31q | -1.6%-$847.5K |
| James J. Burns & Company, LLC | $50.4M | 204,797 | 5.46% | 16q | HELD |
| HCR Wealth Advisors | $47.5M | 192,946 | 4.25% | 3q | +6.1%+$2.7M |
| MAYPORT, LLC | $47.4M | 192,454 | 7.35% | 19q | +5.2%+$2.3M |
| GOLDMAN SACHS GROUP INC | $47.1M | 191,481 | 0.00% | 31q | -4.9%-$2.4M |
| Beacon Harbor Wealth Advisors, Inc. | $46.9M | 198,535 | 9.14% | 28q | +50.7%+$15.8M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $43.6M | 177,002 | 0.55% | 30q | -7.6%-$3.6M |
| LINCOLN NATIONAL CORP | $42.1M | 170,932 | 1.08% | 7q | +1.3%+$522.5K |
| EP Wealth Advisors, LLC | $41.7M | 169,504 | 0.16% | 14q | +0.7%+$294.7K |
| MOODY NATIONAL BANK TRUST DIVISION | $41.0M | 166,374 | 3.39% | 15q | +0.8%+$338.3K |
| Legacy Private Trust Co. | $40.2M | 163,353 | 2.23% | 31q | -3.0%-$1.2M |
| Clearstead Advisors, LLC | $40.0M | 162,397 | 0.38% | 31q | -19.5%-$9.7M |
| Valmark Advisers, Inc. | $36.6M | 148,811 | 0.39% | 31q | +1.1%+$408.5K |
| Voya Financial Advisors, Inc. | $35.5M | 145,505 | 3.13% | 31q | -21.5%-$9.7M |
| Firestone Capital Management | $34.7M | 141,095 | 6.47% | 27q | +1.8%+$609.6K |
| MATHER GROUP, LLC. | $34.5M | 140,012 | 0.30% | 16q | -2.8%-$994.2K |
| FC Advisory LLC | $33.1M | 134,242 | 8.75% | 31q | -0.5%-$166.9K |
| Investment Planning Advisors, Inc. | $31.0M | 125,832 | 7.17% | 9q | +5.3%+$1.6M |
| MML INVESTORS SERVICES, LLC | $30.5M | 123,918 | 0.06% | 31q | +14.5%+$3.9M |
| CYPRESS FINANCIAL PLANNING LLC | $29.7M | 120,709 | 7.20% | 17q | +2.6%+$756.6K |
| New England Private Wealth Advisors LLC | $29.7M | 125,792 | 2.87% | 31q | +3.9%+$1.1M |
| Corient Private Wealth LP | $29.6M | 120,128 | 0.02% | 15q | +230.5%+$20.6M |
| STIFEL FINANCIAL CORP | $29.3M | 119,173 | 0.02% | 31q | +2.2%+$622.7K |
| Strategic Investment Advisors / MI | $29.0M | 117,968 | 1.76% | 29q | +16.0%+$4.0M |
| NewEdge Advisors, LLC | $28.9M | 117,214 | 0.09% | new | NEW |
| BIP Wealth, LLC | $28.3M | 115,027 | 0.80% | 14q | +730.4%+$24.9M |
| FIRST HAWAIIAN BANK | $27.9M | 113,133 | 3.53% | 31q | +1.2%+$319.3K |
| BlackRock, Inc. | $27.1M | 110,162 | 0.00% | 8q | +10.7%+$2.6M |
| Continuum Advisory, LLC | $27.0M | 109,789 | 2.19% | 25q | +1.1%+$293.0K |
| Lido Advisors, LLC | $26.8M | 108,688 | 0.07% | 22q | -20.0%-$6.7M |
| Winthrop Advisory Group LLC | $25.9M | 105,228 | 1.75% | 20q | +6.9%+$1.7M |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $24.9M | 101,011 | 2.53% | 31q | +397.3%+$19.9M |
| FMR LLC | $24.4M | 99,176 | 0.00% | 31q | +10.1%+$2.2M |
| Keel Point, LLC | $24.3M | 98,879 | 1.44% | 30q | +24.3%+$4.8M |
| Fairway Wealth LLC | $23.3M | 94,675 | 5.33% | 11q | +1.4%+$327.7K |
| Prime Buchholz LLC | $23.1M | 93,644 | 8.31% | 7q | +16.9%+$3.3M |
| BROWN ADVISORY INC | $21.9M | 88,767 | 0.03% | 31q | -2.3%-$510.1K |
| Private Advisor Group, LLC | $21.1M | 85,655 | 0.10% | 31q | -6.6%-$1.5M |
| Envestnet Portfolio Solutions, Inc. | $20.8M | 84,670 | 0.10% | 12q | HELD |
| N.E.W. Advisory Services LLC | $20.7M | 84,163 | 1.39% | 17q | HELD |
| Arete Wealth Advisors, LLC | $20.5M | 83,448 | 0.45% | 22q | +97.9%+$10.2M |
| J.W. COLE ADVISORS, INC. | $20.4M | 82,765 | 0.35% | new | NEW |
| SENTINEL PENSION ADVISORS, LLC | $20.1M | 84,498 | 2.64% | 10q | +5.6%+$1.1M |
| HighTower Advisors, LLC | $20.0M | 81,196 | 0.02% | 22q | +7.4%+$1.4M |
| Summit Wealth Group, LLC | $19.9M | 80,902 | 4.06% | 9q | +1.4%+$269.1K |
| Procyon Advisors, LLC | $19.0M | 77,004 | 0.82% | 27q | +4.9%+$890.8K |
| BLAIR WILLIAM & CO/IL | $18.7M | 75,777 | 0.05% | 31q | -3.3%-$635.2K |
| PRINCIPAL SECURITIES, INC. | $18.6M | 75,730 | 0.22% | 11q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $18.5M | 75,162 | 0.01% | 31q | +13.9%+$2.3M |
| Applied Capital LLC | $18.3M | 74,370 | 5.90% | 22q | +6.7%+$1.2M |
| Steward Partners Investment Advisory, LLC | $18.2M | 74,006 | 0.09% | 31q | +1.2%+$221.1K |
| Nuveen, LLC | $18.1M | 73,654 | 0.00% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $17.5M | 71,178 | 0.01% | 11q | +82.3%+$7.9M |
| Affiance Financial, LLC | $17.2M | 70,004 | 2.48% | 11q | -1.0%-$174.6K |
| BRIGHTON SECURITIES CORP. | $17.2M | 69,812 | 7.38% | 7q | +2.3%+$381.4K |
| Beacon Pointe Advisors, LLC | $17.2M | 69,796 | 0.08% | 26q | +3.1%+$518.3K |
Showing the largest 100 of 1,073 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 | 1,036 | $13.8B | 56,016,097 | 104 | 307 | 273 | 0.0% |
| Q1 2026 | 964 | $11.0B | 53,278,143 | 70 | 281 | 246 | 0.0% |
| Q4 2025 | 944 | $10.2B | 48,773,303 | 69 | 281 | 197 | 0.0% |
| Q3 2025 | 865 | $9.8B | 46,794,340 | 69 | 221 | 230 | 0.0% |
| Q2 2025 | 847 | $9.2B | 47,493,950 | 65 | 242 | 241 | 0.0% |
| Q1 2025 | 817 | $8.3B | 48,017,327 | 56 | 233 | 239 | 0.0% |
| Q4 2024 | 850 | $8.6B | 45,469,171 | 70 | 208 | 234 | 0.1% |
| Q3 2024 | 759 | $8.0B | 43,890,716 | 57 | 199 | 217 | 0.1% |
| Q2 2024 | 729 | $7.0B | 41,544,505 | 55 | 216 | 207 | 0.0% |
| Q1 2024 | 717 | $8.3B | 47,377,480 | 57 | 188 | 213 | 0.1% |
| Q4 2023 | 700 | $7.4B | 46,708,022 | 72 | 202 | 202 | 0.0% |
| Q3 2023 | 621 | $5.8B | 40,598,362 | 41 | 178 | 175 | 0.1% |
| Q2 2023 | 623 | $5.8B | 39,390,268 | 51 | 160 | 198 | 0.1% |
| Q1 2023 | 589 | $5.2B | 37,215,964 | 38 | 174 | 185 | 0.1% |
| Q4 2022 | 563 | $4.6B | 34,940,290 | 50 | 156 | 168 | 0.1% |
| 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% |