Vault-13

VANGUARD INDEX FDS VOT

MCAP GR IDXVIP · ETP · CUSIP 922908538

983 institutional holders +2 vs Q4 2024
35,845,02135.8m shares reported held*
$8.8bnreported value*
71 new 362 added 313 reduced 68 sold out net sold ≈ $2.6m (-8.0k 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 ($14.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $244.64. Options: 2 managers hold calls ($4.4m notional), 2 hold puts ($1.2m).

Trends to Q1 2025

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: 981Q1 25: 983983Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022681
Q4 2022731
Q1 2023750
Q2 2023749
Q3 2023760
Q4 2023844
Q1 2024868
Q2 2024866
Q3 2024907
Q4 2024981
Q1 2025983

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 23: 319 bought or addedQ2 23: 291 cut or sold outQ3 23: 337 bought or addedQ3 23: 287 cut or sold outQ3 23Q4 23: 366 bought or addedQ4 23: 295 cut or sold outQ1 24: 373 bought or addedQ1 24: 334 cut or sold outQ1 24Q2 24: 370 bought or addedQ2 24: 334 cut or sold outQ3 24: 416 bought or addedQ3 24: 282 cut or sold outQ3 24Q4 24: 392 bought or addedQ4 24: 328 cut or sold outQ1 25: 433 bought or addedQ1 25: 381 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023319291
Q3 2023337287
Q4 2023366295
Q1 2024373334
Q2 2024370334
Q3 2024416282
Q4 2024392328
Q1 2025433381

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ2 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 0.14Q1 25 calls: $4.4mQ1 25 puts: $1.2mQ1 25P/C 0.27
Numbers
QuarterCallsPutsP/C
Q2 2024$3.6m$941.2k0.26
Q3 2024$6.5m$1.3m0.20
Q4 2024$4.3m$609.0k0.14
Q1 2025$4.4m$1.2m0.27

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +264,017+264.0k
WELLINGTON MANAGEMENT GROUP LLP New +165,785+165.8k
ROYAL BANK OF CANADA Added +157,372+157.4k
EP Wealth Advisors, LLC Added +125,362+125.4k
ASSETMARK, INC Added +94,406+94.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +70,038+70.0k
RAYMOND JAMES FINANCIAL INC Added +64,159+64.2k
MORGAN STANLEY Added +57,462+57.5k
Wealthspire Advisors, LLC Added +56,555+56.6k
WELLS FARGO & COMPANY/MN Added +51,149+51.1k

Biggest sellers

Connecticut Wealth Management, LLC Reduced -734,110-734.1k
Pacific Life Fund Advisors LLC Sold out -292,852-292.9k
OSAIC HOLDINGS, INC. Reduced -168,031-168.0k
Ocean Park Asset Management, LLC Sold out -111,398-111.4k
World Investment Advisors Reduced -103,730-103.7k
STEPHENS GROUP ASSET MANAGEMENT, LLC Reduced -102,602-102.6k
Rockefeller Capital Management L.P. Reduced -37,119-37.1k
UBS Group AG Reduced -36,051-36.1k
Focus Partners Wealth Reduced -30,943-30.9k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -22,272-22.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.1m16.7k shares
CITADEL ADVISORS LLC Added $293.6k1.2k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $978.6k4.0k shares
CITADEL ADVISORS LLC Reduced $220.2k900 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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ROYAL BANK OF CANADA 0.17% of their portfolio TORONTO, A6 3,031,4953.0m $741.6m $741.6m 0.17% Added +157.4k +157,372
2 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 2,772,6862.8m $678.3m $678.3m 0.05% Added +57.5k +57,462
3 ASSETMARK, INC 1.60% of their portfolio CONCORD, CA 2,382,4832.4m $582.9m $582.9m 1.60% Added +94.4k +94,406
4 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 2,027,6212.0m $496.0m $496.0m 0.04% Added +264.0k +264,017
5 WELLS FARGO & COMPANY/MN 0.08% of their portfolio SAN FRANCISCO, CA 1,425,9571.4m $348.8m $348.8m 0.08% Added +51.1k +51,149
6 PNC Financial Services Group, Inc. 0.15% of their portfolio Pittsburgh, PA 1,133,2581.1m $277.2m $277.2m 0.15% Reduced -15.6k -15,607
7 UBS Group AG 0.06% of their portfolio ZURICH, V8 1,120,9791.1m $274.2m $274.2m 0.06% Reduced -36.1k -36,051
8 EP Wealth Advisors, LLC 2.08% of their portfolio TORRANCE, CA 1,061,8301.1m $259.8m $259.8m 2.08% Added +125.4k +125,362
9 Truepoint, Inc. 6.79% of their portfolio CINCINNATI, OH 1,022,9561.0m $250.3m $250.3m 6.79% Added +17.7k +17,742
10 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 831,637831.6k $203.5m $203.5m 0.07% Reduced -22.2k -22,171
11 TIAA TRUST, NATIONAL ASSOCIATION 0.57% of their portfolio CHARLOTTE, NC 751,425751.4k $183.8m $183.8m 0.57% Added +42.6k +42,557
12 JONES FINANCIAL COMPANIES LLLP 0.16% of their portfolio DES PERES, MO 723,604723.6k $176.6m $176.6m 0.16% Added +24.3k +24,279
13 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 674,157674.2k $164.9m $164.9m 0.06% Reduced -8.4k -8,448
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.13% of their portfolio MILWAUKEE, WI 639,531639.5k $156.5m $156.5m 0.13% Added +70.0k +70,038
15 MONETA GROUP INVESTMENT ADVISORS LLC 1.68% of their portfolio ST LOUIS, MO 497,435497.4k $121.7m $121.7m 1.68% Added +34.0k +34,036
16 STIFEL FINANCIAL CORP 0.12% of their portfolio ST. LOUIS, MO 458,410458.4k $112.1m $112.1m 0.12% Added +1.9k +1,865
17 Rockefeller Capital Management L.P. 0.26% of their portfolio NEW YORK, NY 427,895427.9k $104.7m $104.7m 0.26% Reduced -37.1k -37,119
18 COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio WALTHAM, MA 414,453414.5k $101.4m $101.4m 0.14% Added +3.4k +3,360
19 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 371,700371.7k $90.9m $90.9m 0.03% Added +64.2k +64,159
20 Avior Wealth Management, LLC 3.34% of their portfolio OMAHA, NE 359,851359.9k $88.0m $88.0m 3.34% Added +1.2k +1,160
21 STEPHENS GROUP ASSET MANAGEMENT, LLC 6.86% of their portfolio LITTLE ROCK, AR 347,816347.8k $85.1m $85.1m 6.86% Reduced -102.6k -102,602
22 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 320,663320.7k $78.5m $78.5m 0.02% Reduced -21.3k -21,339
23 TRUIST FINANCIAL CORP 0.11% of their portfolio CHARLOTTE, NC 276,344276.3k $67.6m $67.6m 0.11% Reduced -7.3k -7,283
24 Waverly Advisors, LLC 0.79% of their portfolio BIRMINGHAM, AL 266,358266.4k $65.2m $65.2m 0.79% Reduced -7.7k -7,671
25 FMR LLC 0.00% of their portfolio BOSTON, MA 252,170252.2k $61.7m $61.7m 0.00% Added +7.8k +7,758
26 Cetera Investment Advisers 0.11% of their portfolio SCHAUMBURG, IL 222,858222.9k $54.5m $54.5m 0.11% Added +33.0k +32,988
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 209,728209.7k $51.3m $51.3m 0.00% Reduced -428 -428
28 Orgel Wealth Management, LLC 1.32% of their portfolio ALTOONA, WI 207,994208.0k $50.9m $50.9m 1.32% Reduced -6.6k -6,629
29 Cerity Partners LLC 0.10% of their portfolio NEW YORK, NY 194,130194.1k $47.5m $47.5m 0.10% Added +1.2k +1,180
30 Equitable Holdings, Inc. 0.43% of their portfolio NEW YORK, NY 186,963187.0k $45.7m $45.7m 0.43% Added +27.0k +26,984
31 McAdam, LLC 2.74% of their portfolio Philadelphia, PA 181,127181.1k $44.3m $44.3m 2.74% Reduced -3.5k -3,530
32 Private Advisor Group, LLC 0.26% of their portfolio MORRISTOWN, NJ 173,294173.3k $42.4m $42.4m 0.26% Added +2.1k +2,063
33 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 165,785165.8k $40.6m $40.6m 0.01% New
34 Trust Co 4.62% of their portfolio MANHATTAN, KS 158,964159.0k $38.9m $38.9m 4.62% Reduced -721 -721
35 BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio PARIS, I0 157,364157.4k $38.5m $38.5m 0.03% First filing
36 MML INVESTORS SERVICES, LLC 0.13% of their portfolio SPRINGFIELD, MA 155,003155.0k $37.9m $37.9m 0.13% Reduced -2.0k -1,997
37 Mariner, LLC 0.06% of their portfolio Overland Park, KS 154,958155.0k $37.9m $37.9m 0.06% Added +20.7k +20,743
38 1832 Asset Management L.P. 0.07% of their portfolio TORONTO, A6 152,698152.7k $37.4m $37.4m 0.07% Added +7.1k +7,116
39 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 141,128141.1k $34.5m $34.5m 0.07% Added +3.3k +3,308
40 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 138,513138.5k $33.9m $33.9m 0.03% Reduced -4.0k -4,027
41 KWMG, LLC 3.28% of their portfolio OVERLAND PARK, KS 131,694131.7k $32.2m $32.2m 3.28% Added +1.7k +1,670
42 Adventist Health System/ West 5.06% of their portfolio Roseville, CA 131,150131.2k $32.1m $32.1m 5.06% Unchanged
43 NewEdge Advisors, LLC 0.18% of their portfolio NEW ORLEANS, LA 124,678124.7k $30.5m $30.5m 0.18% Reduced -8.7k -8,712
44 Wilmington Savings Fund Society, FSB 0.54% of their portfolio WILMINGTON, DE 117,276117.3k $28.7m $28.7m 0.54% Added +8.6k +8,569
45 Wealthspire Advisors, LLC 0.17% of their portfolio NEW YORK, NY 115,948115.9k $28.4m $28.4m 0.17% Added +56.6k +56,555
46 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 115,696115.7k $28.3m $28.3m 0.06% Reduced -168.0k -168,031
47 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 112,614112.6k $27.5m $27.5m 0.04% Added +23.7k +23,675
48 WoodTrust Financial Corp 3.85% of their portfolio WISCONSIN RAPIDS, WI 112,333112.3k $27.5m $27.5m 3.85% Added +1.7k +1,700
49 Cassaday & Co Wealth Management LLC 0.76% of their portfolio MCLEAN, VA 110,086110.1k $26.9m $26.9m 0.76% Added +800 +800
50 Roberts Financial Services LLC 5.09% of their portfolio MARQUETTE, MI 107,045107.0k $26.2m $26.2m 5.09% Reduced -3.2k -3,171
51 Bragg Financial Advisors, Inc 1.04% of their portfolio CHARLOTTE, NC 103,003103.0k $25.2m $25.2m 1.04% Added +1.7k +1,713
52 BENJAMIN EDWARDS INC 0.35% of their portfolio Clayton, MO 101,195101.2k $24.8m $24.8m 0.35% Added +12.5k +12,491
53 US BANCORP \DE\ 0.03% of their portfolio MINNEAPOLIS, MN 99,12299.1k $24.3m $24.3m 0.03% Added +14.0k +14,022
54 Praetorian Wealth Management, Inc. 5.82% of their portfolio CARMEL, CA 97,53397.5k $23.9m $23.9m 5.82% Reduced -581 -581
55 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 96,38096.4k $23.6m $23.6m 0.11% Added +702 +702
56 Bryn Mawr Trust Advisors, LLC 1.39% of their portfolio PHILADELPHIA, PA 94,82794.8k $23.2m $23.2m 1.39% Added +4.5k +4,524
57 Rodgers & Associates, LTD 2.72% of their portfolio Lancaster, PA 91,34791.3k $22.3m $22.3m 2.72% Added +677 +677
58 BHK Investment Advisors, LLC 9.23% of their portfolio BIRMINGHAM, AL 89,22089.2k $21.8m $21.8m 9.23% Reduced -11.7k -11,740
59 AIRE ADVISORS, LLC 4.49% of their portfolio BEVERLY HILLS, CA 87,19187.2k $21.3m $21.3m 4.49% Reduced -95 -95
60 PRESILIUM PRIVATE WEALTH, LLC 4.72% of their portfolio RADNOR, PA 86,14386.1k $21.1m $21.1m 4.72% Added +17.1k +17,074
61 NATIXIS ADVISORS, LLC 0.04% of their portfolio Boston, MA 82,69982.7k $20.2m $20.2m 0.04% Added +3.0k +3,008
62 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 82,04282.0k $20.1m $20.1m 0.04% Added +6.1k +6,098
63 Beacon Pointe Advisors, LLC 0.22% of their portfolio NEWPORT BEACH, CA 80,88680.9k $19.8m $19.8m 0.22% Added +941 +941
64 Dakota Wealth Management 0.46% of their portfolio PALM BEACH GARDENS, FL 79,80579.8k $19.5m $19.5m 0.46% Added +2.7k +2,705
65 Betterment LLC 0.05% of their portfolio NEW YORK, NY 79,76879.8k $19.5m $19.5m 0.05% Added +3.0k +2,989
66 CONDOR CAPITAL MANAGEMENT 1.81% of their portfolio MARTINSVILLE, NJ 79,57879.6k $19.5m $19.5m 1.81% Reduced -5.7k -5,673
67 Clayton Financial Group LLC 7.13% of their portfolio ST. LOUIS, MO 79,52879.5k $19.5m $19.5m 7.13% Added +1.7k +1,690
68 Janney Montgomery Scott LLC 0.05% of their portfolio PHILADELPHIA, PA 75,58275.6k $18.5m $18.5m 0.05% Reduced -10.9k -10,883
69 MAI Capital Management 0.13% of their portfolio INDEPENDENCE, OH 72,66672.7k $17.8m $17.8m 0.13% Added +2.6k +2,622
70 FIFTH THIRD BANCORP 0.07% of their portfolio CINCINNATI, OH 71,65871.7k $17.5m $17.5m 0.07% Reduced -2.0k -2,040
71 Glenview Trust Co 0.33% of their portfolio Louisville, KY 69,10369.1k $16.9m $16.9m 0.33% Added +5.7k +5,740
72 Black Diamond Financial, LLC 2.45% of their portfolio TOWSON, MD 66,58966.6k $16.3m $16.3m 2.45% Added +1.1k +1,126
73 Total Wealth Planning, LLC 2.39% of their portfolio CINCINNATI, OH 63,86063.9k $15.6m $15.6m 2.39% Reduced -134 -134
74 SYNOVUS FINANCIAL CORP 0.19% of their portfolio Columbus, GA 59,46859.5k $14.5m $14.5m 0.19% Reduced -413 -413
75 Aprio Wealth Management, LLC 1.66% of their portfolio ATLANTA, GA 54,32754.3k $13.3m $13.3m 1.66% Added +10.2k +10,223
76 Eagle Strategies LLC 2.31% of their portfolio NEW YORK, NY 54,25154.3k $13.3m $13.3m 2.31% Added +26.4k +26,414
77 Marion Wealth Management 3.51% of their portfolio MONROEVILLE, PA 53,66453.7k $13.1m $13.1m 3.51% Reduced -1.9k -1,884
78 Davis Investment Partners, LLC 5.39% of their portfolio CHARLOTTE, NC 51,73751.7k $12.2m $12.2m 5.39% Reduced -2.8k -2,789
79 Opes Wealth Management LLC 2.52% of their portfolio MENLO PARK, CA 51,09551.1k $12.5m $12.5m 2.52% Added +6.4k +6,378
80 First Horizon Advisors, Inc. 0.35% of their portfolio MEMPHIS, TN 50,97651.0k $12.5m $12.5m 0.35% Reduced -2.9k -2,877
81 Ascent Group, LLC 0.50% of their portfolio VIRGINIA BEACH, VA 47,89747.9k $11.7m $11.7m 0.50% Added +854 +854
82 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 47,85147.9k $11.7m $11.7m 0.03% Reduced -2.4k -2,430
83 LMCG INVESTMENTS, LLC 0.78% of their portfolio BOSTON, MA 47,75447.8k $11.7m $11.7m 0.78% Reduced -1.4k -1,401
84 INDEPENDENT FINANCIAL GROUP, LLC 0.40% of their portfolio SAN DIEGO, CA 47,63347.6k $11.7m $11.7m 0.40% Added +3.5k +3,450
85 COMMERCE BANK 0.07% of their portfolio KANSAS CITY, MO 47,53147.5k $11.6m $11.6m 0.07% Reduced -381 -381
86 Steward Partners Investment Advisory, LLC 0.10% of their portfolio STAMFORD, CT 47,09147.1k $11.5m $11.5m 0.10% Added +615 +615
87 Strategic Investment Advisors / MI 1.22% of their portfolio FARMINGTON HILLS, MI 46,93846.9k $11.5m $11.5m 1.22% Added +4.3k +4,320
88 Compton Wealth Advisory Group, LLC 3.15% of their portfolio VIRGINIA BEACH, VA 46,39646.4k $11.4m $11.4m 3.15% Reduced -642 -642
89 &PARTNERS 0.12% of their portfolio NASHVILLE, TN 46,34746.3k $11.3m $11.3m 0.12% Added +8.3k +8,303
90 GHP Investment Advisors, Inc. 0.53% of their portfolio Denver, CO 45,10645.1k $11.0m $11.0m 0.53% Added +1 +1
91 ARVEST INVESTMENTS, INC. 1.73% of their portfolio LOWELL, AR 44,92144.9k $11.0m $11.0m 1.73% Reduced -2.3k -2,272
92 Allworth Financial LP 0.06% of their portfolio FOLSOM, CA 44,60444.6k $10.9m $10.9m 0.06% Reduced -606 -606
93 Robertson Stephens Wealth Management, LLC 0.41% of their portfolio San Francisco, CA 44,45344.5k $10.9m $10.9m 0.41% Added +1.2k +1,185
94 Penserra Capital Management LLC 0.19% of their portfolio ORINDA, CA 44,04944.0k $10.8m $10.8m 0.19% New
95 HIGHLAND CAPITAL MANAGEMENT, LLC 0.64% of their portfolio MEMPHIS, TN 43,82943.8k $10.7m $10.7m 0.64% Reduced -432 -432
96 BLAIR WILLIAM & CO/IL 0.03% of their portfolio CHICAGO, IL 43,42243.4k $10.6m $10.6m 0.03% Added +131 +131
97 Payne Capital Management, LLC 4.42% of their portfolio New York, NY 42,41642.4k $10.4m $10.4m 4.42% Added +1.1k +1,066
98 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 41,80741.8k $10.2m $10.2m 0.03% Reduced -287 -287
99 MERCER GLOBAL ADVISORS INC /ADV 0.02% of their portfolio DENVER, CO 41,65241.7k $10.1m $10.1m 0.02% Added +2.8k +2,841
100 Advisory Alpha, LLC 0.34% of their portfolio HOLLAND, MI 41,43941.4k $10.1m $10.1m 0.34% Reduced -3.4k -3,444