Vault-13

VANGUARD INDEX FDS VOE

MCAP VL IDXVIP · ETP · CUSIP 922908512

1,241 institutional holders +13 vs Q1 2026
74,299,50274.3m shares reported held*
$14.5bnreported value*
76 new 468 added 416 reduced 60 sold out net bought ≈ $143.9m (+785.3k 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 ($19.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $195.52. Options: 3 managers hold calls ($4.5m notional), 3 hold puts ($8.7m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 826Q4 22: 917Q1 23: 908Q2 23: 913Q3 23: 898Q4 23: 975Q1 24: 983Q2 24: 987Q3 24: 1,035Q4 24: 1,115Q1 25: 1,100Q2 25: 1,126Q3 25: 1,118Q4 25: 1,204Q1 26: 1,228Q2 26: 1,2411,241Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022826
Q4 2022917
Q1 2023908
Q2 2023913
Q3 2023898
Q4 2023975
Q1 2024983
Q2 2024987
Q3 20241,035
Q4 20241,115
Q1 20251,100
Q2 20251,126
Q3 20251,118
Q4 20251,204
Q1 20261,228
Q2 20261,241

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 24: 449 bought or addedQ3 24: 390 cut or sold outQ4 24: 491 bought or addedQ4 24: 355 cut or sold outQ4 24Q1 25: 490 bought or addedQ1 25: 439 cut or sold outQ2 25: 438 bought or addedQ2 25: 443 cut or sold outQ2 25Q3 25: 494 bought or addedQ3 25: 414 cut or sold outQ4 25: 557 bought or addedQ4 25: 407 cut or sold outQ4 25Q1 26: 553 bought or addedQ1 26: 475 cut or sold outQ2 26: 544 bought or addedQ2 26: 476 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024449390
Q4 2024491355
Q1 2025490439
Q2 2025438443
Q3 2025494414
Q4 2025557407
Q1 2026553475
Q2 2026544476

Calls vs puts

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

CallsPuts
$0$2.5m$5m$7.5m$10mQ3 25 calls: $5.3mQ3 25 puts: $1.3mQ3 25P/C 0.25Q4 25 calls: $2.8mQ4 25 puts: $0Q4 25P/C 0.00Q1 26 calls: $1.8mQ1 26 puts: $903.0kQ1 26P/C 0.51Q2 26 calls: $4.5mQ2 26 puts: $8.7mQ2 26P/C 1.93
Numbers
QuarterCallsPutsP/C
Q3 2025$5.3m$1.3m0.25
Q4 2025$2.8m$00.00
Q1 2026$1.8m$903.0k0.51
Q2 2026$4.5m$8.7m1.93

Biggest buyers

EP Wealth Advisors, LLC Added +348,651+348.7k
Everhart Financial Group, Inc. Added +256,595+256.6k
JONES FINANCIAL COMPANIES LLLP Added +244,414+244.4k
Cambridge Investment Research Advisors, Inc. Added +178,585+178.6k
MORGAN STANLEY Added +128,320+128.3k
ASSETMARK, INC Added +93,434+93.4k
Kestra Advisory Services, LLC Added +82,471+82.5k
BANK OF AMERICA CORP /DE/ Added +73,647+73.6k
UBS Group AG Added +71,933+71.9k
LPL Financial LLC Added +67,695+67.7k

Biggest sellers

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Reduced -240,636-240.6k
Betterment LLC Reduced -235,055-235.1k
Private Advisor Group, LLC Reduced -221,975-222.0k
Avior Wealth Management, LLC Reduced -192,442-192.4k
Equitable Holdings, Inc. Reduced -150,167-150.2k
ROYAL BANK OF CANADA Reduced -143,200-143.2k
AMERIPRISE FINANCIAL INC Reduced -129,396-129.4k
Shakespeare Wealth Management, LLC Reduced -64,176-64.2k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -54,616-54.6k
Ridgepath Capital Management LLC Sold out -53,273-53.3k

Biggest calls

CITADEL ADVISORS LLC Added $2.4m11.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.9m9.6k shares
JANE STREET GROUP, LLC New $256.9k1.3k shares

Biggest puts

CITADEL ADVISORS LLC Added $7.1m35.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $1.2m6.0k shares
JANE STREET GROUP, LLC New $415.0k2.1k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 4,886,7224.9m $965.6m $965.6m 0.05% Added +128.3k +128,320
2 EP Wealth Advisors, LLC 3.39% of their portfolio TORRANCE, CA 4,488,6894.5m $887.0m $887.0m 3.39% Added +348.7k +348,651
3 ASSETMARK, INC 1.50% of their portfolio CONCORD, CA 4,426,8164.4m $874.7m $874.7m 1.50% Added +93.4k +93,434
4 Betterment LLC 1.17% of their portfolio NEW YORK, NY 3,506,8263.5m $692.9m $692.9m 1.17% Reduced -235.1k -235,055
5 JONES FINANCIAL COMPANIES LLLP 0.27% of their portfolio DES PERES, MO 3,377,5033.4m $672.0m $672.0m 0.27% Added +244.4k +244,414
6 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 3,119,0483.1m $616.3m $616.3m 0.04% Added +73.6k +73,647
7 WELLS FARGO & COMPANY/MN 0.09% of their portfolio SAN FRANCISCO, CA 2,726,3902.7m $538.7m $538.7m 0.09% Added +38.3k +38,283
8 ROYAL BANK OF CANADA 0.08% of their portfolio TORONTO, A6 2,278,4952.3m $450.2m $450.2m 0.08% Reduced -143.2k -143,200
9 UBS Group AG 0.05% of their portfolio ZURICH, V8 1,537,3141.5m $303.8m $303.8m 0.05% Added +71.9k +71,933
10 PNC Financial Services Group, Inc. 0.14% of their portfolio Pittsburgh, PA 1,439,0481.4m $284.4m $284.4m 0.14% Reduced -22.1k -22,111
11 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.94% of their portfolio CHARLOTTE, NC 1,386,0131.4m $273.9m $273.9m 0.94% Reduced -240.6k -240,636
12 STEPHENS GROUP ASSET MANAGEMENT, LLC 13.66% of their portfolio LITTLE ROCK, AR 1,223,1591.2m $241.7m $241.7m 13.66% Added +2.0k +2,020
13 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 1,219,5451.2m $241.0m $241.0m 0.06% Added +14.2k +14,204
14 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,161,6301.2m $229.5m $229.5m 0.05% Added +67.7k +67,695
15 MONETA GROUP INVESTMENT ADVISORS LLC 1.66% of their portfolio ST LOUIS, MO 1,135,5351.1m $224.4m $224.4m 1.66% Added +45.4k +45,417
16 FMR LLC 0.01% of their portfolio BOSTON, MA 1,115,7441.1m $220.5m $220.5m 0.01% Added +7.1k +7,067
17 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 1,109,4331.1m $219.2m $219.2m 0.12% Added +63.7k +63,703
18 Orgel Wealth Management, LLC 3.60% of their portfolio ALTOONA, WI 961,906961.9k $190.1m $190.1m 3.60% Added +62.8k +62,816
19 Wellspring Financial Advisors, LLC 0.06% of their portfolio CLEVELAND, OH 783,898783.9k $913.3k $913.3k 0.06% Reduced -209 -209
20 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 753,590753.6k $148.9m $148.9m 0.03% Reduced -129.4k -129,396
21 STIFEL FINANCIAL CORP 0.12% of their portfolio ST. LOUIS, MO 739,432739.4k $146.1m $146.1m 0.12% Added +36.3k +36,321
22 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 730,073730.1k $144.3m $144.3m 0.04% Added +9.8k +9,846
23 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 707,246707.2k $139.8m $139.8m 0.16% Added +47.6k +47,626
24 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 653,694653.7k $129.2m $129.2m 0.13% Reduced -30.1k -30,140
25 VANTAGEPOINT INVESTMENT ADVISERS LLC 0.93% of their portfolio WASHINGTON, DC 626,144626.1k $123.7m $123.7m 0.93% Added +14.0k +14,022
26 Mariner, LLC 0.13% of their portfolio Overland Park, KS 617,452617.5k $122.0m $122.0m 0.13% Added +14.0k +13,996
27 SYM FINANCIAL Corp 9.04% of their portfolio WINONA LAKE, IN 569,031569.0k $112.4m $112.4m 9.04% Added +1.8k +1,837
28 Waverly Advisors, LLC 0.60% of their portfolio BIRMINGHAM, AL 518,803518.8k $102.5m $102.5m 0.60% Reduced -11.1k -11,131
29 US BANCORP \DE\ 0.11% of their portfolio MINNEAPOLIS, MN 504,063504.1k $99.6m $99.6m 0.11% Reduced -1.5k -1,465
30 Creative Planning 0.05% of their portfolio OVERLAND PARK, KS 465,241465.2k $91.9m $91.9m 0.05% Added +31.5k +31,536
31 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 419,517419.5k $82.9m $82.9m 0.08% Reduced -4.8k -4,777
32 COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio WALTHAM, MA 409,752409.8k $81.0m $81.0m 0.10% Added +8.2k +8,160
33 Rockefeller Capital Management L.P. 0.12% of their portfolio NEW YORK, NY 397,700397.7k $78.6m $78.6m 0.12% Reduced -1.5k -1,475
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 383,149383.1k $76.1m $76.1m 0.00% Reduced -827 -827
35 McAdam, LLC 2.92% of their portfolio Philadelphia, PA 382,832382.8k $75.6m $75.6m 2.92% Added +28.9k +28,850
36 Rodgers & Associates, LTD 6.70% of their portfolio Lancaster, PA 373,683373.7k $73.8m $73.8m 6.70% Reduced -685 -685
37 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 339,843339.8k $67.2m $67.2m 0.08% Reduced -2.1k -2,058
38 Avior Wealth Management, LLC 1.74% of their portfolio OMAHA, NE 335,783335.8k $66.3m $66.3m 1.74% Reduced -192.4k -192,442
39 Everhart Financial Group, Inc. 4.05% of their portfolio Dublin, OH 319,994320.0k $63.2m $63.2m 4.05% Added +256.6k +256,595
40 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 313,253313.3k $61.9m $61.9m 0.06% Reduced -13.5k -13,549
41 Krilogy Financial LLC 1.80% of their portfolio ST. LOUIS, MO 308,154308.2k $60.9m $60.9m 1.80% Added +8.6k +8,552
42 Berman McAleer LLC 6.97% of their portfolio TIMONIUM, MD 304,687304.7k $60.2m $60.2m 6.97% Reduced -1.5k -1,482
43 CIBC Bancorp USA Inc. 0.07% of their portfolio CHICAGO, IL 296,030296.0k $58.9m $58.9m 0.07% Added +21.1k +21,122
44 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 288,032288.0k $56.9m $56.9m 0.06% Added +178.6k +178,585
45 Corient Private Wealth LP 0.07% of their portfolio MIAMI, FL 269,444269.4k $53.2m $53.2m 0.07% Reduced -5.6k -5,590
46 INSPIRION WEALTH ADVISORS, LLC 5.95% of their portfolio LIBERTYVILLE, IL 262,126262.1k $52.0m $52.0m 5.95% Reduced -3.4k -3,448
47 Trust Co 4.64% of their portfolio MANHATTAN, KS 260,508260.5k $51.5m $51.5m 4.64% Reduced -482 -482
48 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 248,798248.8k $49.2m $49.2m 0.10% Added +7.1k +7,068
49 Kestra Advisory Services, LLC 0.16% of their portfolio AUSTIN, TX 246,711246.7k $48.8m $48.8m 0.16% Added +82.5k +82,471
50 1832 Asset Management L.P. 0.06% of their portfolio TORONTO, A6 231,852231.9k $45.8m $45.8m 0.06% Unchanged
51 HUB Investment Partners, LLC 0.81% of their portfolio AUSTIN, TX 223,312223.3k $44.1m $44.1m 0.81% Reduced -12.6k -12,615
52 BENJAMIN EDWARDS INC 0.40% of their portfolio Clayton, MO 219,953220.0k $43.5m $43.5m 0.40% Added +11.0k +10,951
53 Marotta Asset Management 7.13% of their portfolio CHARLOTTESVILLE, VA 216,004216.0k $42.8m $42.8m 7.13% Reduced -1.4k -1,448
54 KWMG, LLC 3.07% of their portfolio OVERLAND PARK, KS 214,735214.7k $42.4m $42.4m 3.07% Added +7.7k +7,693
55 Summit Financial, LLC 0.45% of their portfolio PARSIPPANY, NJ 206,724206.7k $40.8m $40.8m 0.45% Added +11.7k +11,714
56 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 191,598191.6k $37.9m $37.9m 0.11% Reduced -7.0k -6,978
57 CARY STREET PARTNERS FINANCIAL LLC 0.69% of their portfolio RICHMOND, VA 184,005184.0k $31.7m $31.7m 0.69% Reduced -374 -374
58 Bragg Financial Advisors, Inc 0.96% of their portfolio CHARLOTTE, NC 182,391182.4k $36.0m $36.0m 0.96% Added +3.4k +3,353
59 Beacon Pointe Advisors, LLC 0.16% of their portfolio NEWPORT BEACH, CA 169,698169.7k $33.5m $33.5m 0.16% Added +10.5k +10,517
60 CONDOR CAPITAL MANAGEMENT 2.49% of their portfolio MARTINSVILLE, NJ 168,392168.4k $33.3m $33.3m 2.49% Reduced -2.8k -2,755
61 &PARTNERS 0.14% of their portfolio NASHVILLE, TN 167,087167.1k $33.0m $33.0m 0.14% Added +25.7k +25,670
62 FIRST AMERICAN TRUST, FSB 1.95% of their portfolio SANTA ANA, CA 163,718163.7k $32.4m $32.4m 1.95% Reduced -2.2k -2,194
63 BLAIR WILLIAM & CO/IL 0.08% of their portfolio CHICAGO, IL 163,166163.2k $32.2m $32.2m 0.08% Reduced -14.4k -14,384
64 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 157,923157.9k $31.2m $31.2m 0.02% Reduced -589 -589
65 Diesslin Group, Inc. 11.86% of their portfolio FORT WORTH, TX 155,553155.6k $30.7m $30.7m 11.86% Added +30.7k +30,716
66 Avion Wealth 5.71% of their portfolio THE WOODLANDS, TX 155,392155.4k $30.7m $30.7m 5.71% Reduced -2.4k -2,439
67 BHK Investment Advisors, LLC 9.09% of their portfolio BIRMINGHAM, AL 154,011154.0k $30.4m $30.4m 9.09% Added +937 +937
68 PRESILIUM PRIVATE WEALTH, LLC 4.66% of their portfolio RADNOR, PA 153,517153.5k $30.3m $30.3m 4.66% Added +6.6k +6,627
69 Mesirow Financial Investment Management, Inc. 0.46% of their portfolio CHICAGO, IL 149,741149.7k $29.6m $29.6m 0.46% Added +1.8k +1,759
70 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 148,473148.5k $29.3m $29.3m 0.01% Added +2.6k +2,605
71 WoodTrust Financial Corp 3.43% of their portfolio WISCONSIN RAPIDS, WI 146,282146.3k $28.9m $28.9m 3.43% Reduced -8.4k -8,425
72 DIVERSIFIED MANAGEMENT INC 6.12% of their portfolio MILWAUKEE, WI 144,951145.0k $28.6m $28.6m 6.12% Reduced -1.0k -1,003
73 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 144,801144.8k $28.6m $28.6m 0.04% Added +21.4k +21,412
74 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 142,559142.6k $28.7m $28.7m 0.05% Reduced -6.0k -6,029
75 Shah Wealth Advisors, LLC 6.25% of their portfolio CHINO HILLS, CA 136,988137.0k $27.1m $27.1m 6.25% First filing
76 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 136,243136.2k $26.9m $26.9m 0.03% Added +8.6k +8,631
77 World Investment Advisors 0.41% of their portfolio LINCROFT, NJ 134,561134.6k $24.8m $24.8m 0.41% Reduced -961 -961
78 Equitable Holdings, Inc. 0.16% of their portfolio NEW YORK, NY 133,731133.7k $26.4m $26.4m 0.16% Reduced -150.2k -150,167
79 Wilmington Savings Fund Society, FSB 0.59% of their portfolio WILMINGTON, DE 132,889132.9k $26.3m $26.3m 0.59% Reduced -21.5k -21,489
80 STEPHENS INC /AR/ 0.29% of their portfolio LITTLE ROCK, AR 132,161132.2k $26.1m $26.1m 0.29% Added +3.1k +3,068
81 Wealthspire Advisors, LLC 0.14% of their portfolio NEW YORK, NY 129,350129.3k $25.6m $25.6m 0.14% Added +24.1k +24,084
82 AIRE ADVISORS, LLC 4.16% of their portfolio BEVERLY HILLS, CA 129,318129.3k $25.6m $25.6m 4.16% Added +1.5k +1,518
83 Grove Street Fiduciary, LLC 10.59% of their portfolio PETERBOROUGH, NH 126,898126.9k $25.1m $25.1m 10.59% Reduced -2.2k -2,221
84 FIFTH THIRD BANCORP 0.04% of their portfolio CINCINNATI, OH 125,765125.8k $24.9m $24.9m 0.04% Reduced -6.9k -6,856
85 Strategic Investment Advisors / MI 1.46% of their portfolio FARMINGTON HILLS, MI 122,391122.4k $24.2m $24.2m 1.46% Added +2.4k +2,369
86 Shakespeare Wealth Management, LLC 6.12% of their portfolio Pewaukee, WI 117,058117.1k $23.1m $23.1m 6.12% Reduced -64.2k -64,176
87 ARVEST INVESTMENTS, INC. 2.75% of their portfolio LOWELL, AR 114,879114.9k $22.7m $22.7m 2.75% Added +4.0k +3,989
88 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 114,384114.4k $22.6m $22.6m 0.04% Added +34.3k +34,302
89 Advisory Alpha, LLC 0.52% of their portfolio HOLLAND, MI 107,901107.9k $21.3m $21.3m 0.52% Added +6.2k +6,199
90 DAVENPORT & Co LLC 0.11% of their portfolio RICHMOND, VA 107,297107.3k $21.2m $21.2m 0.11% Added +20.0k +19,981
91 Praetorian Wealth Management, Inc. 3.60% of their portfolio CARMEL, CA 105,965106.0k $20.9m $20.9m 3.60% Added +941 +941
92 SAGE FINANCIAL GROUP INC 1.13% of their portfolio W. CONSHOHOCKEN, PA 103,488103.5k $20.4m $20.4m 1.13% Reduced -603 -603
93 OLIO Financial Planning 5.03% of their portfolio MCLEAN, VA 102,577102.6k $20.3m $20.3m 5.03% Added +3.3k +3,281
94 Ledyard National Bank 1.63% of their portfolio HANOVER, NH 102,554102.6k $20.3m $20.3m 1.63% Reduced -1.1k -1,121
95 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 100,654100.7k $19.9m $19.9m 0.03% Reduced -4.6k -4,611
96 Bryn Mawr Trust Advisors, LLC 0.83% of their portfolio PHILADELPHIA, PA 95,78995.8k $18.9m $18.9m 0.83% Reduced -12.7k -12,690
97 Legacies Wealth LLC 10.31% of their portfolio MINNETONKA, MN 95,24895.2k $18.8m $18.8m 10.31% Added +4.1k +4,062
98 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 94,78394.8k $18.7m $18.7m 0.02% Added +30.9k +30,876
99 Asset Management Group, Inc. 2.73% of their portfolio STAMFORD, CT 94,55494.6k $18.7m $18.7m 2.73% Reduced -1.2k -1,227
100 PEAPACK GLADSTONE FINANCIAL CORP 0.21% of their portfolio BEDMINSTER, NJ 93,01493.0k $18.4m $18.4m 0.21% Added +485 +485