VANGUARD INDEX FDS VOE
MCAP VL IDXVIP · ETP · CUSIP 922908512
826
institutional holders
71.0m
shares reported held*
$8.7bnreported value*
* 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 ($8.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $122.85. Options: 3 managers hold calls ($10.5m notional), 2 hold puts ($3.0m).
Biggest calls
| CITADEL ADVISORS LLC | — | $6.6m54.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $3.9m31.8k shares |
| Cutler Group LLC / CA | — | $0100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $3.0m24.5k shares |
| Cutler Group LLC / CA | — | $8.0k800 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Betterment LLC 4.57% of their portfolio | 9.9m $1.3bn | — |
| MORGAN STANLEY 0.07% of their portfolio | 4.5m $547.4m | — |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 3.2m $384.7m | — |
| ROYAL BANK OF CANADA 0.12% of their portfolio | 2.9m $350.9m | — |
| ASSETMARK, INC 1.43% of their portfolio | 2.5m $306.8m | — |
| JONES FINANCIAL COMPANIES LLLP 0.52% of their portfolio | 2.3m $282.5m | — |
| TIAA, FSB 1.14% of their portfolio | 2.2m $266.9m | — |
| UBS Group AG 0.14% of their portfolio | 2.1m $253.5m | — |
| WELLS FARGO & COMPANY/MN 0.09% of their portfolio | 2.0m $249.3m | — |
| PNC Financial Services Group, Inc. 0.26% of their portfolio | 2.0m $245.1m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 2.22% of their portfolio | 1.8m $222.7m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio | 1.5m $178.3m | — |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 1.3m $162.2m | — |
| FMR LLC 0.02% of their portfolio | 1.2m $148.1m | — |
| OSAIC HOLDINGS, INC. 0.31% of their portfolio | 1.1m $134.6m | — |
| STEPHENS GROUP ASSET MANAGEMENT, LLC 13.01% of their portfolio | 894.8k $109.0m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.19% of their portfolio | 888.1k $108.1m | — |
| Waverly Advisors, LLC 7.49% of their portfolio | 875.1k $106.6m | — |
| LPL Financial LLC 0.10% of their portfolio | 851.9k $103.7m | — |
| Wellspring Financial Advisors, LLC 1.40% of their portfolio | 808.0k $3.8m | — |
| TRUIST FINANCIAL CORP 0.18% of their portfolio | 756.6k $92.1m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.21% of their portfolio | 673.3k $82.0m | — |
| NATIXIS ADVISORS, LLC 0.33% of their portfolio | 637.1k $77.6m | — |
| Facet Wealth, Inc. 6.25% of their portfolio | 613.7k $82.6m | — |
| STIFEL FINANCIAL CORP 0.12% of their portfolio | 606.5k $73.8m | — |
| Money Design Co.,Ltd. 2.83% of their portfolio | 603.7k $73.5m | — |
| Raymond James Financial Services Advisors, Inc. 0.12% of their portfolio | 429.7k $52.3m | — |
| Equitable Holdings, Inc. 1.02% of their portfolio | 426.9k $52.0m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio | 411.6k $50.1m | — |
| US BANCORP \DE\ 0.10% of their portfolio | 380.7k $46.4m | — |
| Avior Wealth Management, LLC 3.65% of their portfolio | 362.0k $44.1m | — |
| Creative Planning 0.08% of their portfolio | 357.2k $43.5m | — |
| Mariner, LLC 0.17% of their portfolio | 343.3k $41.8m | — |
| MML INVESTORS SERVICES, LLC 0.30% of their portfolio | 329.1k $40.1m | — |
| Orgel Wealth Management, LLC 1.86% of their portfolio | 310.3k $37.8m | — |
| Composition Wealth, LLC 1.70% of their portfolio | 299.2k $36.4m | — |
| COLONY GROUP LLC 0.64% of their portfolio | 296.7k $36.1m | — |
| EP Wealth Advisors, LLC 0.81% of their portfolio | 294.6k $35.9m | — |
| LINCOLN NATIONAL CORP 0.88% of their portfolio | 294.0k $35.8m | — |
| Rodgers & Associates, LTD 6.14% of their portfolio | 283.8k $34.6m | — |
| BANK OF MONTREAL /CAN/ 0.02% of their portfolio | 281.5k $37.6m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 1.24% of their portfolio | 267.4k $32.6m | — |
| 1832 Asset Management L.P. 0.07% of their portfolio | 263.9k $32.1m | — |
| Trust Co 7.02% of their portfolio | 263.6k $32.1m | — |
| INSPIRION WEALTH ADVISORS, LLC 6.69% of their portfolio | 243.7k $29.7m | — |
| Marotta Asset Management 7.65% of their portfolio | 240.8k $29.3m | — |
| Parcion Private Wealth LLC 3.22% of their portfolio | 233.0k $28.4m | — |
| CONDOR CAPITAL MANAGEMENT 3.55% of their portfolio | 223.7k $27.2m | — |
| RAYMOND JAMES & ASSOCIATES 0.03% of their portfolio | 217.3k $26.5m | — |
| Krilogy Financial LLC 3.12% of their portfolio | 214.5k $26.1m | — |
| Bogart Wealth, LLC 2.12% of their portfolio | 208.3k $25.4m | — |
| Roberts Financial Services LLC 6.28% of their portfolio | 183.8k $22.4m | — |
| Private Advisor Group, LLC 0.26% of their portfolio | 183.1k $22.3m | — |
| Summit Financial, LLC 2.06% of their portfolio | 178.8k $21.8m | — |
| Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio | 172.6k $21.0m | — |
| KWMG, LLC 2.89% of their portfolio | 154.3k $18.8m | — |
| Praetorian Wealth Management, Inc. 6.83% of their portfolio | 149.7k $18.2m | — |
| BHK Investment Advisors, LLC 9.12% of their portfolio | 149.1k $18.2m | — |
| Amtrust Financial Services, Inc. 8.65% of their portfolio | 147.0k $17.9m | — |
| HighTower Advisors, LLC 0.05% of their portfolio | 146.8k $17.8m | — |
| Bragg Financial Advisors, Inc 1.20% of their portfolio | 143.2k $17.4m | — |
| WoodTrust Financial Corp 3.92% of their portfolio | 143.1k $17.4m | — |
| Falcon Wealth Planning 5.71% of their portfolio | 141.6k $17.2m | — |
| McAdam, LLC 1.86% of their portfolio | 140.9k $17.2m | — |
| PRUDENTIAL FINANCIAL INC 0.03% of their portfolio | 139.7k $17.1m | — |
| Capital Advantage, Inc. 3.75% of their portfolio | 134.7k $16.4m | — |
| Rockefeller Capital Management L.P. 0.08% of their portfolio | 132.9k $16.2m | — |
| Kestra Advisory Services, LLC 0.17% of their portfolio | 132.6k $16.1m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 131.6k $16.0m | — |
| Baird Financial Group, Inc. 0.05% of their portfolio | 128.1k $15.6m | — |
| BLAIR WILLIAM & CO/IL 0.07% of their portfolio | 127.2k $15.5m | — |
| Total Wealth Planning, LLC 4.33% of their portfolio | 125.1k $15.2m | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.75% of their portfolio | 123.2k $15.0m | — |
| JANE STREET GROUP, LLC 0.03% of their portfolio | 114.9k $14.0m | — |
| Wealthspire Advisors, LLC 0.29% of their portfolio | 112.2k $13.7m | — |
| Shakespeare Wealth Management, LLC 5.71% of their portfolio | 111.2k $13.5m | — |
| Allworth Financial LP 0.17% of their portfolio | 109.4k $13.3m | — |
| Ledyard National Bank 1.72% of their portfolio | 108.3k $13.2m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio | 108.3k $13.2m | — |
| Evensky & Katz LLC 1.53% of their portfolio | 106.4k $13.0m | — |
| AIRE ADVISORS, LLC 4.43% of their portfolio | 105.4k $12.8m | — |
| PEAPACK GLADSTONE FINANCIAL CORP 0.26% of their portfolio | 105.3k $12.8m | — |
| LEAVELL INVESTMENT MANAGEMENT, INC. 0.99% of their portfolio | 103.0k $12.5m | — |
| FIFTH THIRD BANCORP 0.07% of their portfolio | 102.4k $12.5m | — |
| NewEdge Advisors, LLC 0.20% of their portfolio | 101.8k $12.4m | — |
| SAGE FINANCIAL GROUP INC 1.70% of their portfolio | 101.8k $12.4m | — |
| COLUMBIA ADVISORY PARTNERS LLC 15.10% of their portfolio | 101.7k $12.4m | — |
| Ellevest, Inc. 1.17% of their portfolio | 101.2k $12.3m | — |
| ALPS ADVISORS INC 0.12% of their portfolio | 100.3k $12.2m | — |
| Ratio Wealth Group 3.94% of their portfolio | 99.5k $12.1m | — |
| Engrave Wealth Partners LLC 5.48% of their portfolio | 96.3k $11.7m | — |
| OLD NATIONAL BANCORP /IN/ 0.19% of their portfolio | 89.6k $10.9m | — |
| Asset Management Group, Inc. 2.69% of their portfolio | 88.4k $10.8m | — |
| Brookstone Capital Management 0.25% of their portfolio | 88.1k $10.8m | — |
| Cetera Investment Advisers 0.17% of their portfolio | 87.9k $10.7m | — |
| Cetera Advisor Networks LLC 0.13% of their portfolio | 86.8k $10.6m | — |
| AE Wealth Management LLC 0.08% of their portfolio | 86.0k $10.5m | — |
| FORTE CAPITAL LLC /ADV 1.88% of their portfolio | 85.2k $10.4m | — |
| Pacific Center for Financial Services 4.06% of their portfolio | 85.2k $10.4m | — |
| Avion Wealth 3.19% of their portfolio | 84.1k $10.2m | — |