Vault-13

VANGUARD INDEX FDS VOT

MCAP GR IDXVIP · ETP · CUSIP 922908538

981 institutional holders +74 vs Q3 2024
35,907,35035.9m shares reported held*
$9.1bnreported value*
58 new 334 added 290 reduced 38 sold out net bought ≈ $403.8m (+1.6m 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 ($3.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $253.93. Options: 2 managers hold calls ($4.3m notional), 2 hold puts ($609.0k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 681Q4 22: 731Q1 23: 750Q2 23: 749Q3 23: 760Q4 23: 844Q1 24: 868Q2 24: 866Q3 24: 907Q4 24: 981981Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022681
Q4 2022731
Q1 2023750
Q2 2023749
Q3 2023760
Q4 2023844
Q1 2024868
Q2 2024866
Q3 2024907
Q4 2024981

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 23: 301 bought or addedQ1 23: 313 cut or sold outQ2 23: 319 bought or addedQ2 23: 291 cut or sold outQ2 23Q3 23: 337 bought or addedQ3 23: 287 cut or sold outQ4 23: 366 bought or addedQ4 23: 295 cut or sold outQ4 23Q1 24: 373 bought or addedQ1 24: 334 cut or sold outQ2 24: 370 bought or addedQ2 24: 334 cut or sold outQ2 24Q3 24: 416 bought or addedQ3 24: 282 cut or sold outQ4 24: 392 bought or addedQ4 24: 328 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023301313
Q2 2023319291
Q3 2023337287
Q4 2023366295
Q1 2024373334
Q2 2024370334
Q3 2024416282
Q4 2024392328

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ1 24 calls: $7.8mQ1 24 puts: $872.4kQ1 24P/C 0.11Q2 24 calls: $3.6mQ2 24 puts: $941.2kQ2 24P/C 0.26Q3 24 calls: $6.5mQ3 24 puts: $1.3mQ3 24P/C 0.20Q4 24 calls: $4.3mQ4 24 puts: $609.0kQ4 24P/C 0.14
Numbers
QuarterCallsPutsP/C
Q1 2024$7.8m$872.4k0.11
Q2 2024$3.6m$941.2k0.26
Q3 2024$6.5m$1.3m0.20
Q4 2024$4.3m$609.0k0.14

Biggest buyers

Connecticut Wealth Management, LLC Added +733,309+733.3k
MORGAN STANLEY Added +280,906+280.9k
EP Wealth Advisors, LLC Added +220,475+220.5k
ROYAL BANK OF CANADA Added +119,621+119.6k
World Investment Advisors Added +112,283+112.3k
Ocean Park Asset Management, LLC Added +108,685+108.7k
ASSETMARK, INC Added +102,332+102.3k
WELLS FARGO & COMPANY/MN Added +95,821+95.8k
STIFEL FINANCIAL CORP Added +89,594+89.6k
LPL Financial LLC Added +66,679+66.7k

Biggest sellers

JPMORGAN CHASE & CO Reduced -197,216-197.2k
Money Design Co.,Ltd. Sold out -194,575-194.6k
LINCOLN NATIONAL CORP Sold out -182,850-182.8k
BANK OF AMERICA CORP /DE/ Reduced -62,302-62.3k
SYNOVUS FINANCIAL CORP Reduced -57,305-57.3k
BNP PARIBAS FINANCIAL MARKETS Reduced -49,227-49.2k
PRUDENTIAL FINANCIAL INC Sold out -47,277-47.3k
AMERIPRISE FINANCIAL INC Reduced -27,342-27.3k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -26,299-26.3k
OSAIC HOLDINGS, INC. Reduced -24,039-24.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.1m16.2k shares
CITADEL ADVISORS LLC Reduced $152.2k600 shares

Biggest puts

CITADEL ADVISORS LLC Added $304.5k1.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $304.5k1.2k 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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.16% of their portfolio TORONTO, A6 2,874,1232.9m $729.3m $729.3m 0.16% Added +119.6k +119,621
2 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 2,715,2242.7m $689.0m $689.0m 0.05% Added +280.9k +280,906
3 ASSETMARK, INC 1.58% of their portfolio CONCORD, CA 2,288,0772.3m $580.6m $580.6m 1.58% Added +102.3k +102,332
4 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 1,763,6041.8m $447.5m $447.5m 0.04% Reduced -62.3k -62,302
5 WELLS FARGO & COMPANY/MN 0.08% of their portfolio SAN FRANCISCO, CA 1,374,8081.4m $348.9m $348.9m 0.08% Added +95.8k +95,821
6 UBS Group AG 0.07% of their portfolio ZURICH, V8 1,157,0301.2m $293.6m $293.6m 0.07% Reduced -2.0k -2,037
7 PNC Financial Services Group, Inc. 0.19% of their portfolio Pittsburgh, PA 1,148,8651.1m $291.5m $291.5m 0.19% Reduced -9.5k -9,487
8 Truepoint, Inc. 6.83% of their portfolio CINCINNATI, OH 1,005,2141.0m $255.1m $255.1m 6.83% Reduced -16.7k -16,737
9 EP Wealth Advisors, LLC 1.94% of their portfolio TORRANCE, CA 936,468936.5k $237.6m $237.6m 1.94% Added +220.5k +220,475
10 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 853,808853.8k $216.7m $216.7m 0.07% Reduced -9.9k -9,854
11 Connecticut Wealth Management, LLC 9.83% of their portfolio FARMINGTON, CT 773,562773.6k $200.1m $200.1m 9.83% Added +733.3k +733,309
12 TIAA TRUST, NATIONAL ASSOCIATION 0.55% of their portfolio CHARLOTTE, NC 708,868708.9k $179.9m $179.9m 0.55% Reduced -26.3k -26,299
13 JONES FINANCIAL COMPANIES LLLP 0.17% of their portfolio DES PERES, MO 699,325699.3k $177.5m $177.5m 0.17% Added +15.1k +15,146
14 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 682,605682.6k $173.2m $173.2m 0.07% Added +66.7k +66,679
15 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.12% of their portfolio MILWAUKEE, WI 569,493569.5k $144.5m $144.5m 0.12% Added +13.2k +13,207
16 Rockefeller Capital Management L.P. 0.31% of their portfolio NEW YORK, NY 465,014465.0k $118.0m $118.0m 0.31% Reduced -350 -350
17 MONETA GROUP INVESTMENT ADVISORS LLC 1.65% of their portfolio ST LOUIS, MO 463,399463.4k $117.6m $117.6m 1.65% Added +34.4k +34,403
18 STIFEL FINANCIAL CORP 0.12% of their portfolio ST. LOUIS, MO 456,545456.5k $115.9m $115.9m 0.12% Added +89.6k +89,594
19 STEPHENS GROUP ASSET MANAGEMENT, LLC 9.52% of their portfolio LITTLE ROCK, AR 450,418450.4k $114.3m $114.3m 9.52% Reduced -969 -969
20 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 411,093411.1k $104.3m $104.3m 0.15% Added +3.0k +3,028
21 Avior Wealth Management, LLC 3.33% of their portfolio OMAHA, NE 358,691358.7k $91.0m $91.0m 3.33% Added +54.1k +54,085
22 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 342,002342.0k $86.8m $86.8m 0.02% Reduced -27.3k -27,342
23 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 307,541307.5k $78.0m $78.0m 0.03% First filing
24 Pacific Life Fund Advisors LLC 7.71% of their portfolio NEWPORT BEACH, CA 292,852292.9k $74.3m $74.3m 7.71% Added +41.2k +41,160
25 OSAIC HOLDINGS, INC. 0.16% of their portfolio SCOTTSDALE, AZ 283,727283.7k $70.5m $70.5m 0.16% Reduced -24.0k -24,039
26 TRUIST FINANCIAL CORP 0.11% of their portfolio CHARLOTTE, NC 283,627283.6k $72.0m $72.0m 0.11% Added +30.6k +30,631
27 Waverly Advisors, LLC 1.08% of their portfolio BIRMINGHAM, AL 274,029274.0k $69.5m $69.5m 1.08% Reduced -8.8k -8,785
28 FMR LLC 0.00% of their portfolio BOSTON, MA 244,412244.4k $62.0m $62.0m 0.00% Added +4.6k +4,628
29 Orgel Wealth Management, LLC 1.42% of their portfolio ALTOONA, WI 214,623214.6k $54.5m $54.5m 1.42% Reduced -9.2k -9,169
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 210,156210.2k $53.3m $53.3m 0.00% Reduced -197.2k -197,216
31 Cerity Partners LLC 0.11% of their portfolio NEW YORK, NY 192,950192.9k $49.0m $49.0m 0.11% Reduced -1.4k -1,386
32 Cetera Investment Advisers 0.10% of their portfolio SCHAUMBURG, IL 189,870189.9k $48.2m $48.2m 0.10% Added +3.1k +3,103
33 McAdam, LLC 2.56% of their portfolio Philadelphia, PA 184,657184.7k $46.9m $46.9m 2.56% Added +5.7k +5,668
34 Private Advisor Group, LLC 0.24% of their portfolio MORRISTOWN, NJ 171,231171.2k $43.5m $43.5m 0.24% Reduced -1.0k -1,012
35 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 164,276164.3k $41.7m $41.7m 0.03% Reduced -49.2k -49,227
36 Equitable Holdings, Inc. 0.39% of their portfolio NEW YORK, NY 159,979160.0k $40.6m $40.6m 0.39% Reduced -1.9k -1,918
37 Trust Co 4.64% of their portfolio MANHATTAN, KS 159,685159.7k $40.5m $40.5m 4.64% Added +940 +940
38 MML INVESTORS SERVICES, LLC 0.14% of their portfolio SPRINGFIELD, MA 157,000157.0k $39.8m $39.8m 0.14% Added +9.0k +8,996
39 1832 Asset Management L.P. 0.07% of their portfolio TORONTO, A6 145,582145.6k $36.9m $36.9m 0.07% Reduced -21.7k -21,721
40 Creative Planning 0.04% of their portfolio OVERLAND PARK, KS 142,540142.5k $36.2m $36.2m 0.04% Added +49.4k +49,421
41 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 137,820137.8k $35.0m $35.0m 0.07% Reduced -380 -380
42 Mariner, LLC 0.06% of their portfolio Overland Park, KS 134,215134.2k $34.1m $34.1m 0.06% Reduced -910 -910
43 NewEdge Advisors, LLC 0.20% of their portfolio NEW ORLEANS, LA 133,390133.4k $33.8m $33.8m 0.20% Added +2.9k +2,906
44 Adventist Health System/ West 5.15% of their portfolio Roseville, CA 131,150131.2k $33.3m $33.3m 5.15% Unchanged
45 KWMG, LLC 3.40% of their portfolio OVERLAND PARK, KS 130,024130.0k $33.0m $33.0m 3.40% Reduced -4.5k -4,451
46 World Investment Advisors 0.83% of their portfolio LINCROFT, NJ 118,876118.9k $30.2m $30.2m 0.83% Added +112.3k +112,283
47 Ocean Park Asset Management, LLC 0.96% of their portfolio SANTA MONICA, CA 111,398111.4k $28.3m $28.3m 0.96% Added +108.7k +108,685
48 WoodTrust Financial Corp 3.95% of their portfolio WISCONSIN RAPIDS, WI 110,633110.6k $28.1m $28.1m 3.95% Added +2.7k +2,736
49 Roberts Financial Services LLC 5.28% of their portfolio MARQUETTE, MI 110,216110.2k $28.0m $28.0m 5.28% Reduced -2.1k -2,063
50 Cassaday & Co Wealth Management LLC 0.76% of their portfolio MCLEAN, VA 109,286109.3k $27.7m $27.7m 0.76% Reduced -2.2k -2,189
51 Wilmington Savings Fund Society, FSB 0.50% of their portfolio WILMINGTON, DE 108,707108.7k $27.6m $27.6m 0.50% Added +4.8k +4,835
52 Bragg Financial Advisors, Inc 1.04% of their portfolio CHARLOTTE, NC 101,290101.3k $25.7m $25.7m 1.04% Reduced -1.9k -1,882
53 BHK Investment Advisors, LLC 9.62% of their portfolio BIRMINGHAM, AL 100,960101.0k $25.6m $25.6m 9.62% Reduced -1.0k -1,006
54 Praetorian Wealth Management, Inc. 6.05% of their portfolio CARMEL, CA 98,11498.1k $24.9m $24.9m 6.05% Reduced -936 -936
55 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 95,67895.7k $24.3m $24.3m 0.13% Reduced -11.4k -11,430
56 Rodgers & Associates, LTD 2.74% of their portfolio Lancaster, PA 90,67090.7k $23.0m $23.0m 2.74% Reduced -2.2k -2,248
57 Bryn Mawr Trust Advisors, LLC 1.24% of their portfolio PHILADELPHIA, PA 90,30390.3k $22.9m $22.9m 1.24% Added +8.0k +8,034
58 HighTower Advisors, LLC 0.03% of their portfolio CHICAGO, IL 88,93988.9k $22.6m $22.6m 0.03% Reduced -4.2k -4,182
59 BENJAMIN EDWARDS INC 0.32% of their portfolio Clayton, MO 88,70488.7k $22.5m $22.5m 0.32% Added +4.9k +4,908
60 AIRE ADVISORS, LLC 4.56% of their portfolio BEVERLY HILLS, CA 87,28687.3k $22.1m $22.1m 4.56% Added +476 +476
61 Janney Montgomery Scott LLC 0.06% of their portfolio PHILADELPHIA, PA 86,46586.5k $21.9m $21.9m 0.06% Added +29.6k +29,621
62 CONDOR CAPITAL MANAGEMENT 1.91% of their portfolio MARTINSVILLE, NJ 85,25185.3k $21.6m $21.6m 1.91% Reduced -460 -460
63 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 85,10085.1k $21.6m $21.6m 0.03% Added +3.2k +3,169
64 Beacon Pointe Advisors, LLC 0.23% of their portfolio NEWPORT BEACH, CA 79,94579.9k $20.3m $20.3m 0.23% Added +517 +517
65 NATIXIS ADVISORS, LLC 0.04% of their portfolio Boston, MA 79,69179.7k $20.2m $20.2m 0.04% Added +596 +596
66 Clayton Financial Group LLC 7.12% of their portfolio ST. LOUIS, MO 77,83877.8k $19.8m $19.8m 7.12% Added +2.2k +2,225
67 Dakota Wealth Management 0.45% of their portfolio PALM BEACH GARDENS, FL 77,10077.1k $19.6m $19.6m 0.45% Added +5.4k +5,420
68 Betterment LLC 0.05% of their portfolio NEW YORK, NY 76,77976.8k $19.5m $19.5m 0.05% Added +6 +6
69 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 75,94475.9k $19.3m $19.3m 0.04% Reduced -1.9k -1,943
70 FIFTH THIRD BANCORP 0.07% of their portfolio CINCINNATI, OH 73,69873.7k $18.7m $18.7m 0.07% Reduced -2.3k -2,318
71 MAI Capital Management 0.13% of their portfolio INDEPENDENCE, OH 70,04470.0k $17.8m $17.8m 0.13% Added +43.8k +43,823
72 PRESILIUM PRIVATE WEALTH, LLC 4.03% of their portfolio RADNOR, PA 69,06969.1k $17.5m $17.5m 4.03% Reduced -882 -882
73 Black Diamond Financial, LLC 2.49% of their portfolio TOWSON, MD 65,46365.5k $16.6m $16.6m 2.49% Added +3.1k +3,112
74 Total Wealth Planning, LLC 2.53% of their portfolio CINCINNATI, OH 63,99464.0k $16.2m $16.2m 2.53% Added +621 +621
75 Glenview Trust Co 0.30% of their portfolio Louisville, KY 63,36363.4k $16.1m $16.1m 0.30% Added +14.5k +14,549
76 Focus Partners Wealth 0.02% of their portfolio ST LOUIS, MO 61,60861.6k $15.7m $15.7m 0.02% Added +32.1k +32,058
77 SYNOVUS FINANCIAL CORP 0.19% of their portfolio Columbus, GA 59,88159.9k $15.2m $15.2m 0.19% Reduced -57.3k -57,305
78 Wealthspire Advisors, LLC 0.15% of their portfolio NEW YORK, NY 59,39359.4k $15.1m $15.1m 0.15% Reduced -2.8k -2,818
79 Marion Wealth Management 3.74% of their portfolio MONROEVILLE, PA 55,54855.5k $14.1m $14.1m 3.74% Reduced -75 -75
80 Davis Investment Partners, LLC 5.89% of their portfolio CHARLOTTE, NC 54,52654.5k $14.0m $14.0m 5.89% Reduced -2.8k -2,771
81 First Horizon Advisors, Inc. 0.38% of their portfolio MEMPHIS, TN 53,85353.9k $13.7m $13.7m 0.38% Reduced -262 -262
82 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 50,28150.3k $12.8m $12.8m 0.04% Added +4.6k +4,617
83 LMCG INVESTMENTS, LLC 0.76% of their portfolio BOSTON, MA 49,15549.2k $12.5m $12.5m 0.76% Reduced -171 -171
84 COMMERCE BANK 0.07% of their portfolio KANSAS CITY, MO 47,91247.9k $12.2m $12.2m 0.07% Added +1.9k +1,850
85 ARVEST INVESTMENTS, INC. 1.91% of their portfolio LOWELL, AR 47,19347.2k $12.0m $12.0m 1.91% Reduced -2.0k -1,984
86 Ascent Group, LLC 0.90% of their portfolio VIRGINIA BEACH, VA 47,04347.0k $11.9m $11.9m 0.90% Reduced -536 -536
87 Compton Wealth Advisory Group, LLC 3.08% of their portfolio VIRGINIA BEACH, VA 47,03847.0k $11.9m $11.9m 3.08% Added +7.5k +7,532
88 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 46,47646.5k $11.8m $11.8m 0.10% Added +1.1k +1,116
89 Allworth Financial LP 0.07% of their portfolio FOLSOM, CA 45,21045.2k $12.3m $12.3m 0.07% Reduced -1.0k -1,034
90 GHP Investment Advisors, Inc. 0.53% of their portfolio Denver, CO 45,10545.1k $11.4m $11.4m 0.53% Reduced -90 -90
91 Advisory Alpha, LLC 0.41% of their portfolio HOLLAND, MI 44,88344.9k $11.4m $11.4m 0.41% Reduced -783 -783
92 Opes Wealth Management LLC 2.33% of their portfolio MENLO PARK, CA 44,71744.7k $11.3m $11.3m 2.33% Added +164 +164
93 HIGHLAND CAPITAL MANAGEMENT, LLC 0.64% of their portfolio MEMPHIS, TN 44,26144.3k $11.2m $11.2m 0.64% Added +664 +664
94 INDEPENDENT FINANCIAL GROUP, LLC 0.37% of their portfolio SAN DIEGO, CA 44,18344.2k $11.2m $11.2m 0.37% Added +1.8k +1,752
95 Aprio Wealth Management, LLC 1.63% of their portfolio ATLANTA, GA 44,10444.1k $11.2m $11.2m 1.63% Added +5.5k +5,488
96 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 43,29143.3k $11.0m $11.0m 0.03% Added +1.0k +1,013
97 Robertson Stephens Wealth Management, LLC 0.39% of their portfolio San Francisco, CA 43,26843.3k $11.0m $11.0m 0.39% Reduced -1.6k -1,565
98 Strategic Investment Advisors / MI 1.15% of their portfolio FARMINGTON HILLS, MI 42,61842.6k $10.8m $10.8m 1.15% Added +2.9k +2,937
99 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 42,09442.1k $10.7m $10.7m 0.04% Reduced -467 -467
100 D.A. DAVIDSON & CO. 0.09% of their portfolio GREAT FALLS, MT 41,72841.7k $10.6m $10.6m 0.09% Added +751 +751