Vault-13

VANGUARD ADMIRAL FDS INC VIOO

SMLLCP 600 IDX · ETP · CUSIP 921932828

384 institutional holders +15 vs Q4 2025
13,682,28213.7m shares reported held*
$1.6bnreported value*
32 new 114 added 122 reduced 19 sold out net bought ≈ $101.2m (+818.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($256.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $114.38.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 205Q4 22: 243Q1 23: 247Q2 23: 250Q3 23: 256Q4 23: 288Q1 24: 284Q2 24: 306Q3 24: 306Q4 24: 334Q1 25: 334Q2 25: 345Q3 25: 343Q4 25: 369Q1 26: 384384Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 2022205
Q4 2022243
Q1 2023247
Q2 2023250
Q3 2023256
Q4 2023288
Q1 2024284
Q2 2024306
Q3 2024306
Q4 2024334
Q1 2025334
Q2 2025345
Q3 2025343
Q4 2025369
Q1 2026384

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 137 bought or addedQ2 24: 85 cut or sold outQ3 24: 129 bought or addedQ3 24: 104 cut or sold outQ3 24Q4 24: 161 bought or addedQ4 24: 105 cut or sold outQ1 25: 139 bought or addedQ1 25: 117 cut or sold outQ1 25Q2 25: 134 bought or addedQ2 25: 140 cut or sold outQ3 25: 130 bought or addedQ3 25: 119 cut or sold outQ3 25Q4 25: 171 bought or addedQ4 25: 112 cut or sold outQ1 26: 146 bought or addedQ1 26: 141 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202413785
Q3 2024129104
Q4 2024161105
Q1 2025139117
Q2 2025134140
Q3 2025130119
Q4 2025171112
Q1 2026146141

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ2 25 calls: $404.9kQ2 25 puts: $60.7kQ2 25P/C 0.15Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$404.9k$60.7k0.15
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

Pathstone Holdings, LLC Added +307,385+307.4k
AMERIPRISE FINANCIAL INC Added +99,963+100.0k
ROYAL BANK OF CANADA Added +88,062+88.1k
BANK OF AMERICA CORP /DE/ Added +80,770+80.8k
MONETA GROUP INVESTMENT ADVISORS LLC Added +68,904+68.9k
Orgel Wealth Management, LLC Added +51,438+51.4k
HANTZ FINANCIAL SERVICES, INC. Added +48,493+48.5k
WELLS FARGO & COMPANY/MN Added +30,871+30.9k
ENVESTNET ASSET MANAGEMENT INC Added +25,624+25.6k
LPL Financial LLC Added +25,411+25.4k

Biggest sellers

Corient Private Wealth LP Reduced -83,975-84.0k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -46,013-46.0k
Total Clarity Wealth Management, Inc. Reduced -26,837-26.8k
BCS Wealth Management Reduced -22,956-23.0k
Mariner, LLC Reduced -20,953-21.0k
HighTower Advisors, LLC Reduced -19,912-19.9k
RAYMOND JAMES FINANCIAL INC Reduced -19,770-19.8k
GATEWAY INVESTMENT ADVISERS LLC Sold out -16,051-16.1k
Cetera Investment Advisers Reduced -14,817-14.8k
OSAIC HOLDINGS, INC. Reduced -11,527-11.5k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Orgel Wealth Management, LLC 2.69% of their portfolio ALTOONA, WI 1,086,7681.1m $124.8m $124.8m 2.69% Added +51.4k +51,438
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 881,389881.4k $101.2m $101.2m 0.01% Added +80.8k +80,770
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 787,869787.9k $90.5m $90.5m 0.01% Added +16.1k +16,135
4 Mariner, LLC 0.08% of their portfolio Overland Park, KS 616,991617.0k $70.8m $70.8m 0.08% Reduced -21.0k -20,953
5 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 455,413455.4k $52.2m $52.2m 0.01% Added +100.0k +99,963
6 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 446,747446.7k $51.3m $51.3m 0.07% Reduced -3.8k -3,761
7 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 380,369380.4k $43.7m $43.7m 0.01% Reduced -19.8k -19,770
8 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 378,219378.2k $43.4m $43.4m 0.01% Added +30.9k +30,871
9 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 363,191363.2k $41.7m $41.7m 0.01% Added +88.1k +88,062
10 UBS Group AG 0.01% of their portfolio ZURICH, V8 356,739356.7k $41.0m $41.0m 0.01% Reduced -64 -64
11 Pathstone Holdings, LLC 0.16% of their portfolio ENGLEWOOD, NJ 353,948353.9k $40.6m $40.6m 0.16% Added +307.4k +307,385
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 351,267351.3k $39.2m $39.2m 0.00% Added +3.6k +3,568
13 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 285,466285.5k $32.8m $32.8m 0.00% Added +24.1k +24,093
14 MONETA GROUP INVESTMENT ADVISORS LLC 0.22% of their portfolio ST LOUIS, MO 258,983259.0k $29.7m $29.7m 0.22% Added +68.9k +68,904
15 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 251,267251.3k $28.9m $28.9m 0.04% Reduced -11.5k -11,527
16 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 242,537242.5k $27.9m $27.9m 0.01% Added +25.4k +25,411
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 238,561238.6k $27.4m $27.4m 0.02% Added +496 +496
18 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 224,498224.5k $25.8m $25.8m 0.03% Reduced -14.8k -14,817
19 Warwick Investment Management, Inc. 3.39% of their portfolio BRYAN, TX 203,512203.5k $23.4m $23.4m 3.39% Added +18.2k +18,190
20 Savant Capital, LLC 0.11% of their portfolio ROCKFORD, IL 202,865202.9k $23.3m $23.3m 0.11% Reduced -8.5k -8,507
21 HANTZ FINANCIAL SERVICES, INC. 0.34% of their portfolio SOUTHFIELD, MI 196,805196.8k $22.6m $22.6m 0.34% Added +48.5k +48,493
22 OLD NATIONAL BANCORP /IN/ 0.33% of their portfolio EVANSVILLE, IN 173,583173.6k $19.9m $19.9m 0.33% Reduced -4.0k -3,991
23 COMMONWEALTH EQUITY SERVICES, LLC 0.03% of their portfolio WALTHAM, MA 169,409169.4k $19.5m $19.5m 0.03% Reduced -7.4k -7,418
24 Wiser Wealth Management, Inc 3.82% of their portfolio MARIETTA, GA 154,363154.4k $17.7m $17.7m 3.82% Added +5.6k +5,568
25 TCV Trust & Wealth Management, Inc. 1.44% of their portfolio RICHMOND, VA 149,822149.8k $17.2m $17.2m 1.44% Reduced -2.0k -2,004
26 One Day In July LLC 1.34% of their portfolio BURLINGTON, VT 145,773145.8k $16.7m $16.7m 1.34% Reduced -5.2k -5,204
27 AdvisorNet Financial, Inc 0.83% of their portfolio MINNETONKA, MN 140,292140.3k $16.1m $16.1m 0.83% Added +23.6k +23,557
28 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 137,808137.8k $15.8m $15.8m 0.04% Added +8.2k +8,191
29 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 122,335122.3k $8.2m $8.2m 0.01% Added +660 +660
30 Moss Adams Wealth Advisors LLC 0.99% of their portfolio SEATTLE, WA 117,816117.8k $13.5m $13.5m 0.99% Reduced -7.0k -6,994
31 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 98,22898.2k $11.3m $11.3m 0.03% Added +3.8k +3,826
32 Pinnacle Financial Partners, Inc. 0.08% of their portfolio ATLANTA, GA 94,97895.0k $10.9m $10.9m 0.08% Added +897 +897
33 Berman McAleer LLC 1.46% of their portfolio TIMONIUM, MD 93,45693.5k $10.7m $10.7m 1.46% Reduced -805 -805
34 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 88,27988.3k $10.1m $10.1m 0.01% Reduced -84.0k -83,975
35 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.16% of their portfolio BOSTON, MA 87,95688.0k $10.1m $10.1m 0.16% Unchanged
36 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 82,10682.1k $9.4m $9.4m 0.00% Added +25.6k +25,624
37 Marble Harbor Investment Counsel, LLC 0.97% of their portfolio BOSTON, MA 78,24778.2k $9.0m $9.0m 0.97% Reduced -3.3k -3,302
38 New Insight Wealth Advisors 3.17% of their portfolio SAN RAMON, CA 76,90876.9k $8.8m $8.8m 3.17% Reduced -9.8k -9,824
39 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 76,76676.8k $8.8m $8.8m 0.10% Reduced -4.0k -3,991
40 Mitsubishi UFJ Asset Management (UK) Ltd. 4.44% of their portfolio LONDON, X0 74,80074.8k $8.6m $8.6m 4.44% Unchanged
41 PERRYMAN FINANCIAL ADVISORY INC /AD 1.27% of their portfolio DALLAS, TX 73,78873.8k $8.5m $8.5m 1.27% Added +603 +603
42 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 72,61272.6k $8.3m $8.3m 0.01% Added +16.0k +16,004
43 MAI Capital Management 0.04% of their portfolio INDEPENDENCE, OH 68,11568.1k $7.8m $7.8m 0.04% Added +12.3k +12,350
44 Visionary Wealth Advisors 0.28% of their portfolio O'FALLON, IL 55,33155.3k $6.4m $6.4m 0.28% Added +3.7k +3,711
45 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.37% of their portfolio KNOXVILLE, TN 50,84950.8k $5.8m $5.8m 0.37% Reduced -1.3k -1,254
46 HARBOUR INVESTMENTS, INC. 0.09% of their portfolio MADISON, WI 48,95249.0k $5.6m $5.6m 0.09% Added +1.6k +1,595
47 SCS Capital Management LLC 0.06% of their portfolio BOSTON, MA 47,73147.7k $5.5m $5.5m 0.06% Reduced -90 -90
48 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 47,61747.6k $5.5m $5.5m 0.02% Added +6.3k +6,312
49 Bryant Woods Investment Advisors, LLC 1.89% of their portfolio GETZVILLE, NY 44,67544.7k $5.1m $5.1m 1.89% Reduced -1.0k -1,018
50 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 42,50142.5k $4.9m $4.9m 0.01% Reduced -7.2k -7,170
51 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 41,65441.7k $4.8m $4.8m 0.02% Added +2.7k +2,659
52 FIDELITY D & D BANCORP INC 1.91% of their portfolio Dunmore, PA 41,59041.6k $4.8m $4.8m 1.91% Added +5.5k +5,476
53 EVERGREEN CAPITAL MANAGEMENT LLC 0.10% of their portfolio Bellevue, WA 40,04840.0k $4.6m $4.6m 0.10% Added +395 +395
54 F/m Investments LLC 0.30% of their portfolio WASHINGTON, DC 39,92239.9k $4.6m $4.6m 0.30% Unchanged
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 39,13739.1k $4.5m $4.5m 0.00% Reduced -564 -564
56 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 39,02339.0k $4.5m $4.5m 0.00% Reduced -19.9k -19,912
57 HARBOR ADVISORY CORP /MA/ 1.35% of their portfolio PORTSMOUTH, NH 38,98639.0k $4.5m $4.5m 1.35% Unchanged
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 38,90438.9k $4.4m $4.4m 0.00% Added +1.4k +1,371
59 EP Wealth Advisors, LLC 0.02% of their portfolio TORRANCE, CA 36,08236.1k $4.1m $4.1m 0.02% Reduced -352 -352
60 BLAIR WILLIAM & CO/IL 0.01% of their portfolio CHICAGO, IL 35,81735.8k $4.1m $4.1m 0.01% Added +25.3k +25,298
61 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.29% of their portfolio FORT WAYNE, IN 35,27435.3k $4.1m $4.1m 0.29% Reduced -469 -469
62 CERTUITY, LLC 0.26% of their portfolio NORTH PALM BEACH, FL 34,80734.8k $4.0m $4.0m 0.26% Added +20 +20
63 Philadelphia Investment Partners, LLC 2.60% of their portfolio Voorhees, NJ 33,32833.3k $3.8m $3.8m 2.60% First filing
64 Betterment LLC 0.01% of their portfolio NEW YORK, NY 32,15232.2k $3.7m $3.7m 0.01% Added +1.2k +1,221
65 BCS Wealth Management 0.69% of their portfolio JOHNSON CITY, TN 29,44829.4k $3.4m $3.4m 0.69% Reduced -23.0k -22,956
66 Valmark Advisers, Inc. 0.04% of their portfolio AKRON, OH 29,35929.4k $3.4m $3.4m 0.04% Reduced -433 -433
67 Flower City Capital 1.66% of their portfolio PITTSFORD, NY 28,84228.8k $3.3m $3.3m 1.66% Added +1.0k +1,029
68 HBK Sorce Advisory LLC 0.07% of their portfolio ERIE, PA 28,41228.4k $3.6m $3.6m 0.07% Reduced -22 -22
69 Keystone Financial Group 0.21% of their portfolio LEXINGTON, KY 26,73826.7k $3.1m $3.1m 0.21% Reduced -210 -210
70 Fairway Wealth LLC 0.78% of their portfolio INDEPENDENCE, OH 25,87125.9k $3.0m $3.0m 0.78% Reduced -410 -410
71 REBALANCE, LLC 0.17% of their portfolio PALO ALTO, CA 25,84325.8k $3.0m $3.0m 0.17% Reduced -738 -738
72 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 25,66625.7k $2.9m $2.9m 0.01% Added +23.5k +23,458
73 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 24,65424.7k $2.8m $2.8m 0.01% Added +4.1k +4,146
74 Sierra Capital LLC 0.30% of their portfolio MIAMI, FL 24,31324.3k $2.8m $2.8m 0.30% Reduced -3.4k -3,391
75 Kastel Capital Advisors, LLC 1.62% of their portfolio WELLESLEY, MA 23,84823.8k $2.6m $2.6m 1.62% Unchanged
76 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 23,59223.6k $2.7m $2.7m 0.00% Added +13.4k +13,426
77 FIRST AMERICAN BANK 0.16% of their portfolio DUNDEE, IL 22,60322.6k $2.6m $2.6m 0.16% Reduced -826 -826
78 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 22,42522.4k $2.6m $2.6m 0.00% Reduced -1.1k -1,150
79 Geneos Wealth Management Inc. 0.06% of their portfolio ENGLEWOOD, CO 22,35722.4k $2.6m $2.6m 0.06% Reduced -1.2k -1,215
80 EQ LLC 0.70% of their portfolio BELLEVUE, WA 21,69421.7k $2.5m $2.5m 0.70% Reduced -22 -22
81 Verum Partners LLC 0.47% of their portfolio CHARLOTTE, NC 21,37021.4k $2.5m $2.5m 0.47% Reduced -817 -817
82 SILVERLAKE WEALTH MANAGEMENT LLC 0.51% of their portfolio WILLISTON, VT 21,24921.2k $2.4m $2.4m 0.51% Reduced -103 -103
83 Base Wealth Management LLC 1.35% of their portfolio LAKEWOOD RANCH, FL 21,05021.1k $2.4m $2.4m 1.35% Reduced -1.2k -1,171
84 PFG Advisors 0.11% of their portfolio Phoenix, AZ 20,50120.5k $2.4m $2.4m 0.11% Reduced -825 -825
85 Kropog Financial Group, LLC 1.87% of their portfolio MANDEVILLE, LA 20,00420.0k $2.3m $2.3m 1.87% New
86 Capital Asset Advisory Services LLC 0.10% of their portfolio Williamston, MI 19,77319.8k $2.5m $2.5m 0.10% Reduced -573 -573
87 PEAPACK GLADSTONE FINANCIAL CORP 0.03% of their portfolio BEDMINSTER, NJ 19,69119.7k $2.3m $2.3m 0.03% Unchanged
88 Town Capital LLC 1.74% of their portfolio BEL AIR, MD 18,75918.8k $2.2m $2.2m 1.74% Added +9.3k +9,254
89 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,60718.6k $2.1m $2.1m 0.00% Reduced -6.2k -6,161
90 Valpey Financial Services, LLC 1.38% of their portfolio CONCORD, NH 18,47218.5k $2.1m $2.1m 1.38% Reduced -465 -465
91 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 18,27518.3k $2.1m $2.1m 0.02% Added +3.4k +3,369
92 THOMPSON SIEGEL & WALMSLEY LLC 0.04% of their portfolio RICHMOND, VA 18,06118.1k $2.1m $2.1m 0.04% Reduced -94 -94
93 CRA Financial Services, LLC 0.25% of their portfolio NORTHFIELD, NJ 17,03217.0k $2.0m $2.0m 0.25% Added +150 +150
94 Silver Oak Advisory Group, Inc. 0.83% of their portfolio PORTLAND, OR 16,72716.7k $1.9m $1.9m 0.83% Reduced -131 -131
95 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 16,67616.7k $1.9m $1.9m 0.01% Added +1.2k +1,243
96 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 16,07716.1k $1.8m $1.8m 0.02% Added +26 +26
97 Breakwater Capital Group 0.24% of their portfolio PARAMUS, NJ 15,61315.6k $1.8m $1.8m 0.24% Added +829 +829
98 Marks Group Wealth Management, Inc 0.17% of their portfolio MINNETONKA, MN 15,04515.0k $1.7m $1.7m 0.17% Reduced -143 -143
99 True North Advisors, LLC 0.18% of their portfolio Dallas, TX 14,11414.1k $1.6m $1.6m 0.18% Reduced -1.0k -1,035
100 Presper Financial Architects, LLC 0.94% of their portfolio AKRON, OH 13,73013.7k $1.6m $1.6m 0.94% Unchanged