VANGUARD INDEX FDS VOT
MCAP GR IDXVIP · ETP · CUSIP 922908538
681
institutional holders
28.1m
shares reported held*
$4.8bnreported 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 ($4.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $170.51. Options: 4 managers hold calls ($11.2m notional), 2 hold puts ($3.3m).
Biggest calls
| CITADEL ADVISORS LLC | — | $10.1m59.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $1.1m6.7k shares |
| Paladin Advisory Group, LLC | — | $9.0k57 shares |
| Cutler Group LLC / CA | — | $01.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $2.0m11.8k shares |
| CITADEL ADVISORS LLC | — | $1.3m7.8k 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 |
|---|---|---|
| MORGAN STANLEY 0.05% of their portfolio | 2.1m $361.2m | — |
| BANK OF AMERICA CORP /DE/ 0.04% of their portfolio | 1.9m $322.6m | — |
| ASSETMARK, INC 1.36% of their portfolio | 1.7m $290.0m | — |
| PNC Financial Services Group, Inc. 0.27% of their portfolio | 1.5m $262.8m | — |
| UBS Group AG 0.13% of their portfolio | 1.3m $219.8m | — |
| WELLS FARGO & COMPANY/MN 0.07% of their portfolio | 1.2m $211.9m | — |
| TIAA, FSB 0.78% of their portfolio | 1.1m $182.5m | — |
| Truepoint, Inc. 8.58% of their portfolio | 982.7k $167.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio | 973.4k $166.0m | — |
| JONES FINANCIAL COMPANIES LLLP 0.23% of their portfolio | 726.4k $123.9m | — |
| LPL Financial LLC 0.08% of their portfolio | 514.8k $87.8m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.21% of their portfolio | 464.3k $79.2m | — |
| STEPHENS GROUP ASSET MANAGEMENT, LLC 9.25% of their portfolio | 454.2k $77.5m | — |
| OSAIC HOLDINGS, INC. 0.16% of their portfolio | 451.7k $71.6m | — |
| STIFEL FINANCIAL CORP 0.13% of their portfolio | 449.9k $76.7m | — |
| Waverly Advisors, LLC 4.87% of their portfolio | 405.9k $69.2m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.17% of their portfolio | 386.0k $65.8m | — |
| Money Design Co.,Ltd. 2.47% of their portfolio | 376.4k $64.2m | — |
| FMR LLC 0.01% of their portfolio | 374.1k $63.8m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.11% of their portfolio | 353.6k $60.3m | — |
| Orgel Wealth Management, LLC 2.21% of their portfolio | 262.4k $44.8m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 255.6k $43.6m | — |
| TRUIST FINANCIAL CORP 0.08% of their portfolio | 248.3k $42.4m | — |
| EP Wealth Advisors, LLC 0.84% of their portfolio | 217.7k $37.1m | — |
| Trust Co 8.10% of their portfolio | 217.2k $37.0m | — |
| Avior Wealth Management, LLC 3.04% of their portfolio | 215.3k $36.7m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.34% of their portfolio | 200.1k $34.1m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 194.3k $33.1m | — |
| 1832 Asset Management L.P. 0.07% of their portfolio | 189.2k $32.3m | — |
| LINCOLN NATIONAL CORP 0.74% of their portfolio | 175.5k $29.9m | — |
| Private Advisor Group, LLC 0.32% of their portfolio | 162.2k $27.7m | — |
| Equitable Holdings, Inc. 0.50% of their portfolio | 149.7k $25.5m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.93% of their portfolio | 143.8k $24.5m | — |
| Rockefeller Capital Management L.P. 0.12% of their portfolio | 138.9k $23.7m | — |
| MML INVESTORS SERVICES, LLC 0.17% of their portfolio | 129.4k $22.1m | — |
| KWMG, LLC 2.98% of their portfolio | 113.7k $19.4m | — |
| NATIXIS ADVISORS, LLC 0.07% of their portfolio | 103.6k $17.7m | — |
| Roberts Financial Services LLC 4.71% of their portfolio | 98.4k $16.8m | — |
| BHK Investment Advisors, LLC 8.40% of their portfolio | 98.1k $16.7m | — |
| FIFTH THIRD BANCORP 0.09% of their portfolio | 97.8k $16.7m | — |
| Advocacy Wealth Management, LLC 2.57% of their portfolio | 96.8k $17.6m | — |
| Praetorian Wealth Management, Inc. 6.18% of their portfolio | 96.7k $16.5m | — |
| RWA WEALTH PARTNERS, LLC 1.16% of their portfolio | 96.5k $16.4m | — |
| WoodTrust Financial Corp 3.44% of their portfolio | 89.8k $15.3m | — |
| Raymond James Financial Services Advisors, Inc. 0.03% of their portfolio | 89.3k $15.2m | — |
| McAdam, LLC 1.63% of their portfolio | 88.4k $15.1m | — |
| Bragg Financial Advisors, Inc 1.03% of their portfolio | 87.7k $15.0m | — |
| Cetera Investment Advisers 0.24% of their portfolio | 87.0k $14.8m | — |
| NewEdge Advisors, LLC 0.24% of their portfolio | 87.0k $14.8m | — |
| Mariner, LLC 0.06% of their portfolio | 86.4k $14.7m | — |
| CONDOR CAPITAL MANAGEMENT 1.85% of their portfolio | 83.2k $14.2m | — |
| Allworth Financial LP 0.18% of their portfolio | 82.9k $14.1m | — |
| Rodgers & Associates, LTD 2.48% of their portfolio | 82.0k $14.0m | — |
| Kestra Advisory Services, LLC 0.14% of their portfolio | 79.2k $13.5m | — |
| Bryn Mawr Trust Advisors, LLC 4.75% of their portfolio | 78.4k $13.4m | — |
| AIRE ADVISORS, LLC 4.51% of their portfolio | 76.7k $13.1m | — |
| Wealthspire Advisors, LLC 0.27% of their portfolio | 75.4k $12.9m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 74.4k $12.7m | — |
| Creative Planning 0.02% of their portfolio | 73.1k $12.5m | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.59% of their portfolio | 68.6k $11.7m | — |
| World Investment Advisors 2.74% of their portfolio | 67.6k $11.5m | — |
| Brookstone Capital Management 0.25% of their portfolio | 64.3k $10.9m | — |
| Connecticut Wealth Management, LLC 1.00% of their portfolio | 63.0k $10.7m | — |
| First Horizon Advisors, Inc. 0.42% of their portfolio | 62.0k $10.6m | — |
| LMCG INVESTMENTS, LLC 0.69% of their portfolio | 55.4k $9.4m | — |
| Operose Advisors LLC 6.17% of their portfolio | 55.1k $9.4m | — |
| OLD NATIONAL BANCORP /IN/ 0.16% of their portfolio | 54.7k $9.3m | — |
| COMMERCE BANK 0.08% of their portfolio | 54.1k $9.2m | — |
| SOA Wealth Advisors, LLC. 2.75% of their portfolio | 53.6k $9.1m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 53.0k $9.0m | — |
| HighTower Advisors, LLC 0.02% of their portfolio | 51.2k $8.7m | — |
| Wolff Financial Management LLC 3.98% of their portfolio | 51.2k $8.7m | — |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 49.7k $8.5m | — |
| Edmonds Duncan Registered Investment Advisors, LLC 2.99% of their portfolio | 49.6k $8.5m | — |
| Total Wealth Planning, LLC 2.30% of their portfolio | 47.5k $8.1m | — |
| Beacon Pointe Advisors, LLC 0.18% of their portfolio | 47.5k $8.1m | — |
| Glenview Trust Co 0.30% of their portfolio | 46.2k $7.9m | — |
| GHP Investment Advisors, Inc. 0.60% of their portfolio | 46.1k $7.9m | — |
| Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio | 45.1k $7.7m | — |
| Ballentine Partners, LLC 0.26% of their portfolio | 44.9k $7.7m | — |
| Compton Wealth Advisory Group, LLC 3.25% of their portfolio | 44.8k $7.6m | — |
| HIGHLAND CAPITAL MANAGEMENT, LLC 0.56% of their portfolio | 42.9k $7.3m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 42.8k $7.3m | — |
| Cetera Advisor Networks LLC 0.09% of their portfolio | 42.2k $7.2m | — |
| US BANCORP \DE\ 0.01% of their portfolio | 42.1k $7.2m | — |
| Betterment LLC 0.03% of their portfolio | 41.9k $7.3m | — |
| MassMutual Private Wealth & Trust, FSB 0.32% of their portfolio | 41.8k $7.1m | — |
| NewEdge Wealth, LLC 0.33% of their portfolio | 41.1k $7.0m | — |
| Opes Wealth Management LLC 2.63% of their portfolio | 38.6k $6.6m | — |
| Eagle Strategies LLC 3.43% of their portfolio | 38.4k $6.6m | — |
| SYNOVUS FINANCIAL CORP 0.08% of their portfolio | 37.7k $6.4m | — |
| Cranbrook Wealth Management, LLC 1.63% of their portfolio | 36.9k $6.3m | — |
| D.A. DAVIDSON & CO. 0.08% of their portfolio | 36.5k $6.2m | — |
| Goepper Burkhardt LLC 4.61% of their portfolio | 36.3k $6.2m | — |
| Avantax Planning Partners, Inc. 0.28% of their portfolio | 36.1k $6.2m | — |
| Marion Wealth Management 3.16% of their portfolio | 36.1k $6.1m | — |
| TIEDEMANN ADVISORS, LLC 0.35% of their portfolio | 33.5k $5.7m | — |
| Axiom Advisory, LLC 6.73% of their portfolio | 33.2k $5.7m | — |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 33.0k $5.6m | — |
| AE Wealth Management LLC 0.04% of their portfolio | 32.9k $5.6m | — |