VANGUARD INDEX FDS VBK
SML CP GRW ETF · ETP · CUSIP 922908595
800
institutional holders
31.0m
shares reported held*
$6.0bnreported 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 ($22.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $195.21. Options: 3 managers hold calls ($7.0m notional), 2 hold puts ($6.3m).
Biggest calls
| CITADEL ADVISORS LLC | — | $5.5m28.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $1.6m8.0k shares |
| Paladin Advisory Group, LLC | — | $02 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $4.8m24.6k shares |
| CITADEL ADVISORS LLC | — | $1.5m7.9k 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 |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.13% of their portfolio | 4.9m $959.4m | — |
| JONES FINANCIAL COMPANIES LLLP 0.98% of their portfolio | 2.7m $534.5m | — |
| MORGAN STANLEY 0.05% of their portfolio | 1.9m $367.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.13% of their portfolio | 1.1m $223.8m | — |
| PNC Financial Services Group, Inc. 0.23% of their portfolio | 1.1m $217.9m | — |
| ASSETMARK, INC 1.02% of their portfolio | 1.1m $217.7m | — |
| UBS Group AG 0.09% of their portfolio | 841.5k $164.2m | — |
| MATHER GROUP, LLC. 2.92% of their portfolio | 694.3k $135.5m | — |
| SEI INVESTMENTS CO 0.29% of their portfolio | 672.4k $131.2m | — |
| WELLS FARGO & COMPANY/MN 0.04% of their portfolio | 660.8k $129.0m | — |
| BALASA DINVERNO & FOLTZ LLC 6.71% of their portfolio | 544.7k $106.3m | — |
| LPL Financial LLC 0.09% of their portfolio | 472.1k $92.1m | — |
| CHOREO, LLC 5.18% of their portfolio | 459.9k $89.7m | — |
| US BANCORP \DE\ 0.18% of their portfolio | 451.5k $88.1m | — |
| TIAA, FSB 0.35% of their portfolio | 422.9k $82.5m | — |
| Cohen Klingenstein LLC 3.46% of their portfolio | 334.6k $65.3m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.36% of their portfolio | 313.8k $61.2m | — |
| HighTower Advisors, LLC 0.14% of their portfolio | 270.2k $52.7m | — |
| OSAIC HOLDINGS, INC. 0.12% of their portfolio | 263.0k $51.4m | — |
| 1832 Asset Management L.P. 0.10% of their portfolio | 249.6k $48.7m | — |
| RAYMOND JAMES & ASSOCIATES 0.04% of their portfolio | 217.5k $42.4m | — |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 211.3k $41.2m | — |
| PATHSTONE FAMILY OFFICE, LLC 0.36% of their portfolio | 206.6k $40.3m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.10% of their portfolio | 202.4k $39.5m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 199.3k $38.9m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.09% of their portfolio | 183.1k $35.7m | — |
| American Financial Advisors, LLC 5.81% of their portfolio | 172.4k $33.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.07% of their portfolio | 169.8k $33.2m | — |
| Performance Wealth Partners, LLC 1.86% of their portfolio | 164.7k $32.1m | — |
| Radnor Financial Advisors, LLC 11.04% of their portfolio | 160.9k $31.4m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.05% of their portfolio | 159.2k $31.1m | — |
| Mariner, LLC 0.12% of their portfolio | 157.0k $30.6m | — |
| LINCOLN NATIONAL CORP 0.71% of their portfolio | 147.2k $28.7m | — |
| Rockefeller Capital Management L.P. 0.15% of their portfolio | 145.5k $28.4m | — |
| Members Trust Co 0.91% of their portfolio | 141.3k $27.6m | — |
| MUFG Americas Holdings Corp 0.67% of their portfolio | 139.4k $27.2m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 1.04% of their portfolio | 139.4k $27.2m | — |
| Summit Financial Strategies, Inc. 6.05% of their portfolio | 130.7k $25.5m | — |
| STIFEL FINANCIAL CORP 0.04% of their portfolio | 123.7k $24.1m | — |
| Cambridge Investment Research Advisors, Inc. 0.13% of their portfolio | 121.6k $23.7m | — |
| INSPIRION WEALTH ADVISORS, LLC 4.88% of their portfolio | 110.8k $21.6m | — |
| Waldron Private Wealth LLC 1.33% of their portfolio | 109.8k $21.4m | — |
| COLONY GROUP LLC 0.38% of their portfolio | 109.8k $21.4m | — |
| EP Wealth Advisors, LLC 0.48% of their portfolio | 108.8k $21.2m | — |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 106.0k $20.8m | — |
| MML INVESTORS SERVICES, LLC 0.15% of their portfolio | 102.1k $19.9m | — |
| Rodgers & Associates, LTD 3.49% of their portfolio | 100.6k $19.6m | — |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 100.0k $19.5m | — |
| TRUIST FINANCIAL CORP 0.04% of their portfolio | 99.3k $19.4m | — |
| Jentner Corp 15.22% of their portfolio | 97.7k $19.1m | — |
| Creative Planning 0.03% of their portfolio | 93.6k $18.3m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 93.0k $18.1m | — |
| Bragg Financial Advisors, Inc 1.25% of their portfolio | 92.8k $18.1m | — |
| Invst, LLC 2.97% of their portfolio | 88.1k $17.3m | — |
| BHK Investment Advisors, LLC 8.57% of their portfolio | 87.5k $17.1m | — |
| NewEdge Advisors, LLC 0.26% of their portfolio | 81.7k $15.9m | — |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 78.7k $15.4m | — |
| Private Advisor Group, LLC 0.17% of their portfolio | 77.7k $15.2m | — |
| One Day In July LLC 3.36% of their portfolio | 73.5k $14.3m | — |
| OLD NATIONAL BANCORP /IN/ 0.23% of their portfolio | 70.4k $13.7m | — |
| Avior Wealth Management, LLC 1.12% of their portfolio | 69.3k $13.5m | — |
| FIFTH THIRD BANCORP 0.07% of their portfolio | 69.1k $13.5m | — |
| Vision Capital Management, Inc. 2.78% of their portfolio | 69.0k $13.5m | — |
| Private Portfolio Partners LLC 3.67% of their portfolio | 66.0k $12.9m | — |
| PEAPACK GLADSTONE FINANCIAL CORP 0.26% of their portfolio | 65.9k $12.9m | — |
| STEPHENS GROUP ASSET MANAGEMENT, LLC 1.53% of their portfolio | 65.9k $12.8m | — |
| Asset Management Group, Inc. 3.20% of their portfolio | 65.7k $12.8m | — |
| Brickley Wealth Management 4.18% of their portfolio | 65.3k $12.7m | — |
| Cetera Advisor Networks LLC 0.16% of their portfolio | 64.1k $12.5m | — |
| Bishop & Co Investment Management, LLC 6.40% of their portfolio | 62.3k $12.2m | — |
| CIBC Private Wealth Group LLC 0.03% of their portfolio | 61.1k $11.9m | — |
| Partners in Financial Planning 3.62% of their portfolio | 60.6k $12.7m | — |
| World Investment Advisors 2.74% of their portfolio | 59.2k $11.5m | — |
| Savant Capital, LLC 0.35% of their portfolio | 57.2k $11.2m | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.55% of their portfolio | 56.7k $11.1m | — |
| Bromfield Sneider Wealth Advisors 12.97% of their portfolio | 56.2k $11.0m | — |
| WP Advisors, LLC 4.96% of their portfolio | 56.1k $10.9m | — |
| B. Riley Wealth Advisors, Inc. 0.33% of their portfolio | 55.9k $10.9m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 55.8k $10.9m | — |
| Brookstone Capital Management 0.25% of their portfolio | 54.8k $10.7m | — |
| Wealthspire Advisors, LLC 0.22% of their portfolio | 53.4k $10.4m | — |
| RWA WEALTH PARTNERS, LLC 0.73% of their portfolio | 53.2k $10.4m | — |
| SAGE FINANCIAL GROUP INC 1.42% of their portfolio | 53.1k $10.4m | — |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 53.0k $11.2m | — |
| QUEST INVESTMENT MANAGEMENT LLC 1.27% of their portfolio | 52.7k $10.3m | — |
| AE Wealth Management LLC 0.08% of their portfolio | 49.5k $9.7m | — |
| ETFIDEA, LLC 4.88% of their portfolio | 48.5k $9.5m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio | 48.1k $9.4m | — |
| Larson Financial Group LLC 1.33% of their portfolio | 47.8k $9.3m | — |
| Pasadena Private Wealth, LLC 3.26% of their portfolio | 47.4k $9.2m | — |
| F3Logic, LLC 1.93% of their portfolio | 47.3k $9.2m | — |
| STEPHENS INC /AR/ 0.19% of their portfolio | 46.4k $9.1m | — |
| Beacon Pointe Advisors, LLC 0.19% of their portfolio | 43.7k $8.5m | — |
| Jacobsen Capital Management 4.82% of their portfolio | 43.1k $8.4m | — |
| Bartlett & Co. LLC 0.18% of their portfolio | 42.7k $8.3m | — |
| BARTLETT & CO. WEALTH MANAGEMENT LLC 0.18% of their portfolio | 42.7k $8.3m | — |
| Total Wealth Planning, LLC 2.35% of their portfolio | 42.4k $8.3m | — |
| Estate Counselors, LLC 1.28% of their portfolio | 42.3k $8.3m | — |
| LMCG INVESTMENTS, LLC 0.60% of their portfolio | 42.2k $8.2m | — |
| Corrigan Financial, Inc. 3.09% of their portfolio | 41.8k $8.2m | — |