Vault-13

VANGUARD INDEX FDS VBK

SML CP GRW ETF · ETP · CUSIP 922908595

1,082 institutional holders -42 vs Q4 2024
40,581,75740.6m shares reported held*
$10.2bnreported value*
53 new 429 added 380 reduced 89 sold out net sold ≈ $264.6m (-1.2m 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 ($3.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $251.77. Options: 3 managers hold calls ($11.8m notional), 3 hold puts ($8.3m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 800Q4 22: 854Q1 23: 849Q2 23: 867Q3 23: 874Q4 23: 978Q1 24: 999Q2 24: 984Q3 24: 1,025Q4 24: 1,124Q1 25: 1,0821,082Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022800
Q4 2022854
Q1 2023849
Q2 2023867
Q3 2023874
Q4 2023978
Q1 2024999
Q2 2024984
Q3 20241,025
Q4 20241,124
Q1 20251,082

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 23: 406 bought or addedQ2 23: 342 cut or sold outQ3 23: 419 bought or addedQ3 23: 314 cut or sold outQ3 23Q4 23: 473 bought or addedQ4 23: 307 cut or sold outQ1 24: 507 bought or addedQ1 24: 379 cut or sold outQ1 24Q2 24: 395 bought or addedQ2 24: 435 cut or sold outQ3 24: 461 bought or addedQ3 24: 365 cut or sold outQ3 24Q4 24: 476 bought or addedQ4 24: 377 cut or sold outQ1 25: 482 bought or addedQ1 25: 469 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023406342
Q3 2023419314
Q4 2023473307
Q1 2024507379
Q2 2024395435
Q3 2024461365
Q4 2024476377
Q1 2025482469

Calls vs puts

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

CallsPuts
$0$5m$10m$15mQ2 24 calls: $7.1mQ2 24 puts: $5.0mQ2 24P/C 0.70Q3 24 calls: $13.7mQ3 24 puts: $7.5mQ3 24P/C 0.55Q4 24 calls: $13.3mQ4 24 puts: $10.2mQ4 24P/C 0.77Q1 25 calls: $11.8mQ1 25 puts: $8.3mQ1 25P/C 0.70
Numbers
QuarterCallsPutsP/C
Q2 2024$7.1m$5.0m0.70
Q3 2024$13.7m$7.5m0.55
Q4 2024$13.3m$10.2m0.77
Q1 2025$11.8m$8.3m0.70

Biggest buyers

ROYAL BANK OF CANADA Added +773,005+773.0k
BANK OF AMERICA CORP /DE/ Added +280,996+281.0k
Wealthspire Advisors, LLC Added +182,955+183.0k
EP Wealth Advisors, LLC Added +141,196+141.2k
LPL Financial LLC Added +81,727+81.7k
MORGAN STANLEY Added +71,911+71.9k
ASSETMARK, INC Added +55,465+55.5k
MATHER GROUP, LLC. Added +49,282+49.3k
TIAA TRUST, NATIONAL ASSOCIATION Added +48,267+48.3k
SEI INVESTMENTS CO Added +44,695+44.7k

Biggest sellers

JONES FINANCIAL COMPANIES LLLP Reduced -1,265,872-1.3m
Essential Planning, LLC. Reduced -1,092,439-1.1m
Focus Partners Wealth Reduced -209,743-209.7k
Ocean Park Asset Management, LLC Sold out -109,701-109.7k
Empirical Asset Management, LLC Sold out -104,863-104.9k
Members Trust Co Reduced -69,307-69.3k
Invst, LLC Reduced -54,367-54.4k
OSAIC HOLDINGS, INC. Reduced -50,838-50.8k
World Investment Advisors Reduced -50,655-50.7k
AMERIPRISE FINANCIAL INC Reduced -46,229-46.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $9.2m36.5k shares
Cubist Systematic Strategies, LLC New $1.5m5.9k shares
CITADEL ADVISORS LLC Reduced $1.1m4.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $4.4m17.4k shares
CITADEL ADVISORS LLC Added $2.0m7.8k shares
Cubist Systematic Strategies, LLC New $1.9m7.7k 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 BANK OF AMERICA CORP /DE/ 0.22% of their portfolio CHARLOTTE, NC 9,855,9059.9m $2.5bn $2.5bn 0.22% Added +281.0k +280,996
2 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 1,874,3071.9m $471.9m $471.9m 0.03% Added +71.9k +71,911
3 ASSETMARK, INC 1.05% of their portfolio CONCORD, CA 1,514,5491.5m $381.3m $381.3m 1.05% Added +55.5k +55,465
4 ROYAL BANK OF CANADA 0.06% of their portfolio TORONTO, A6 988,251988.3k $248.8m $248.8m 0.06% Added +773.0k +773,005
5 Corient Private Wealth LP 0.39% of their portfolio MIAMI, FL 958,488958.5k $241.3m $241.3m 0.39% Added +7.1k +7,093
6 SEI INVESTMENTS CO 0.30% of their portfolio OAKS, PA 920,776920.8k $231.8m $231.8m 0.30% Added +44.7k +44,695
7 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 883,973884.0k $222.6m $222.6m 0.05% Added +28.5k +28,531
8 UBS Group AG 0.05% of their portfolio ZURICH, V8 865,210865.2k $217.8m $217.8m 0.05% Reduced -18.3k -18,339
9 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 827,794827.8k $208.4m $208.4m 0.08% Added +81.7k +81,727
10 MATHER GROUP, LLC. 2.34% of their portfolio CHICAGO, IL 802,798802.8k $202.1m $202.1m 2.34% Added +49.3k +49,282
11 PNC Financial Services Group, Inc. 0.09% of their portfolio Pittsburgh, PA 698,613698.6k $175.9m $175.9m 0.09% Added +766 +766
12 Cohen Klingenstein LLC 6.19% of their portfolio NEW YORK, NY 678,760678.8k $170.9m $170.9m 6.19% Added +3.7k +3,680
13 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 656,706656.7k $165.3m $165.3m 0.05% Reduced -21.9k -21,918
14 JONES FINANCIAL COMPANIES LLLP 0.15% of their portfolio DES PERES, MO 646,506646.5k $163.5m $163.5m 0.15% Reduced -1.3m -1,265,872
15 EP Wealth Advisors, LLC 1.21% of their portfolio TORRANCE, CA 601,701601.7k $151.5m $151.5m 1.21% Added +141.2k +141,196
16 CHOREO, LLC 2.00% of their portfolio ROCKFORD, IL 512,280512.3k $129.0m $129.0m 2.00% Reduced -23.6k -23,566
17 MONETA GROUP INVESTMENT ADVISORS LLC 1.70% of their portfolio ST LOUIS, MO 490,383490.4k $123.5m $123.5m 1.70% Added +4.8k +4,781
18 TIAA TRUST, NATIONAL ASSOCIATION 0.37% of their portfolio CHARLOTTE, NC 469,775469.8k $118.3m $118.3m 0.37% Added +48.3k +48,267
19 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 463,245463.2k $116.6m $116.6m 0.04% Reduced -3.3k -3,314
20 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 415,080415.1k $104.4m $104.4m 0.03% Reduced -46.2k -46,229
21 Wealthspire Advisors, LLC 0.56% of their portfolio NEW YORK, NY 373,028373.0k $93.9m $93.9m 0.56% Added +183.0k +182,955
22 MML INVESTORS SERVICES, LLC 0.30% of their portfolio SPRINGFIELD, MA 358,217358.2k $90.2m $90.2m 0.30% Reduced -11.5k -11,508
23 RWA WEALTH PARTNERS, LLC 1.06% of their portfolio BOSTON, MA 333,598333.6k $84.0m $84.0m 1.06% Added +12.9k +12,918
24 HighTower Advisors, LLC 0.11% of their portfolio CHICAGO, IL 322,514322.5k $81.2m $81.2m 0.11% Added +35.5k +35,489
25 Mill Creek Capital Advisors, LLC 1.95% of their portfolio Conshohocken, PA 319,278319.3k $80.4m $80.4m 1.95% Added +1.3k +1,275
26 COMMONWEALTH EQUITY SERVICES, LLC 0.11% of their portfolio WALTHAM, MA 302,211302.2k $76.1m $76.1m 0.11% Reduced -2.5k -2,480
27 TRUIST FINANCIAL CORP 0.12% of their portfolio CHARLOTTE, NC 296,636296.6k $74.7m $74.7m 0.12% Reduced -1.2k -1,250
28 Rockefeller Capital Management L.P. 0.18% of their portfolio NEW YORK, NY 291,349291.3k $73.4m $73.4m 0.18% Reduced -6.2k -6,153
29 Cetera Investment Advisers 0.14% of their portfolio SCHAUMBURG, IL 288,917288.9k $72.7m $72.7m 0.14% Added +3.2k +3,152
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 222,641222.6k $56.1m $56.1m 0.00% Reduced -7.0k -7,010
31 1832 Asset Management L.P. 0.11% of their portfolio TORONTO, A6 218,895218.9k $55.1m $55.1m 0.11% Added +20.6k +20,578
32 Focus Partners Wealth 0.14% of their portfolio ST LOUIS, MO 218,678218.7k $55.1m $55.1m 0.14% Reduced -209.7k -209,743
33 Mariner, LLC 0.08% of their portfolio Overland Park, KS 196,418196.4k $49.5m $49.5m 0.08% Reduced -1.4k -1,352
34 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 192,134192.1k $48.4m $48.4m 0.11% Reduced -50.8k -50,838
35 US BANCORP \DE\ 0.06% of their portfolio MINNEAPOLIS, MN 176,670176.7k $44.5m $44.5m 0.06% Reduced -14.8k -14,822
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 174,597174.6k $44.0m $44.0m 0.04% Added +8.5k +8,506
37 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.34% of their portfolio IRVING, TX 156,583156.6k $39.4m $39.4m 0.34% Reduced -3.1k -3,119
38 Strategies Wealth Advisors, LLC 4.31% of their portfolio GRAND RAPIDS, MI 140,039140.0k $35.3m $35.3m 4.31% Added +7.2k +7,203
39 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 137,891137.9k $34.7m $34.7m 0.04% Added +3.4k +3,401
40 Summit Financial Strategies, Inc. 3.46% of their portfolio Columbus, OH 136,290136.3k $34.3m $34.3m 3.46% Reduced -2.5k -2,515
41 Avior Wealth Management, LLC 1.29% of their portfolio OMAHA, NE 134,649134.6k $33.9m $33.9m 1.29% Added +4.9k +4,930
42 American Financial Advisors, LLC 4.86% of their portfolio Marietta, GA 133,061133.1k $33.5m $33.5m 4.86% Reduced -3.0k -3,006
43 Bragg Financial Advisors, Inc 1.30% of their portfolio CHARLOTTE, NC 125,725125.7k $31.7m $31.7m 1.30% Added +5.1k +5,140
44 Private Advisor Group, LLC 0.19% of their portfolio MORRISTOWN, NJ 125,486125.5k $31.6m $31.6m 0.19% Added +8.6k +8,583
45 Rodgers & Associates, LTD 3.85% of their portfolio Lancaster, PA 125,433125.4k $31.6m $31.6m 3.85% Added +5.2k +5,240
46 MOSAIC FAMILY WEALTH PARTNERS, LLC 4.33% of their portfolio ST. LOUIS, MO 120,778120.8k $30.4m $30.4m 4.33% Added +3.7k +3,699
47 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 115,731115.7k $29.1m $29.1m 0.03% Reduced -7.5k -7,495
48 Pathstone Holdings, LLC 0.13% of their portfolio ENGLEWOOD, NJ 115,677115.7k $29.2m $29.2m 0.13% Reduced -701 -701
49 NewEdge Advisors, LLC 0.17% of their portfolio NEW ORLEANS, LA 113,858113.9k $28.7m $28.7m 0.17% Reduced -4.8k -4,789
50 INSPIRION WEALTH ADVISORS, LLC 3.94% of their portfolio LIBERTYVILLE, IL 112,632112.6k $28.4m $28.4m 3.94% Reduced -1.0k -1,004
51 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 109,398109.4k $27.5m $27.5m 0.01% Reduced -3.7k -3,743
52 One Day In July LLC 2.64% of their portfolio BURLINGTON, VT 104,873104.9k $26.4m $26.4m 2.64% Added +2.8k +2,798
53 Vision Capital Management, Inc. 3.72% of their portfolio PORTLAND, OR 102,390102.4k $25.8m $25.8m 3.72% Reduced -822 -822
54 Brickley Wealth Management 5.22% of their portfolio SAN MATEO, CA 99,955100.0k $25.2m $25.2m 5.22% Reduced -145 -145
55 Jentner Corp 7.52% of their portfolio Akron, OH 99,82099.8k $25.1m $25.1m 7.52% Reduced -3.2k -3,158
56 Cambridge Investment Research Advisors, Inc. 0.08% of their portfolio FAIRFIELD, IA 94,98295.0k $23.9m $23.9m 0.08% Reduced -1.9k -1,871
57 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 93,90593.9k $23.6m $23.6m 0.05% Reduced -3.3k -3,288
58 Waldron Private Wealth LLC 1.11% of their portfolio BRIDGEVILLE, PA 93,62493.6k $23.6m $23.6m 1.11% Reduced -2.9k -2,852
59 Cresset Asset Management, LLC 0.11% of their portfolio Chicago, IL 90,39790.4k $22.8m $22.8m 0.11% Added +1.8k +1,847
60 NATIXIS ADVISORS, LLC 0.04% of their portfolio Boston, MA 84,34084.3k $21.2m $21.2m 0.04% Added +10.1k +10,079
61 CONGRESS ASSET MANAGEMENT CO 0.16% of their portfolio BOSTON, MA 83,34883.3k $21.0m $21.0m 0.16% Added +18.4k +18,359
62 BHK Investment Advisors, LLC 8.81% of their portfolio BIRMINGHAM, AL 82,77282.8k $20.8m $20.8m 8.81% Reduced -9.0k -8,967
63 McAdam, LLC 1.26% of their portfolio Philadelphia, PA 81,07081.1k $20.4m $20.4m 1.26% Added +19 +19
64 Beacon Pointe Advisors, LLC 0.22% of their portfolio NEWPORT BEACH, CA 76,18176.2k $19.2m $19.2m 0.22% Reduced -282 -282
65 Safeguard Financial, LLC 4.01% of their portfolio MINOCQUA, WI 72,79072.8k $18.3m $18.3m 4.01% Added +5.6k +5,649
66 Larson Financial Group LLC 0.86% of their portfolio ST LOUIS, MO 72,06572.1k $18.1m $18.1m 0.86% Reduced -5.4k -5,359
67 EXENCIAL WEALTH ADVISORS, LLC 0.67% of their portfolio OKLAHOMA CITY, OK 71,58871.6k $18.0m $18.0m 0.67% Reduced -479 -479
68 FIFTH THIRD BANCORP 0.07% of their portfolio CINCINNATI, OH 71,46371.5k $18.0m $18.0m 0.07% Reduced -1.3k -1,323
69 COMERICA BANK 0.07% of their portfolio DALLAS, TX 70,77170.8k $17.8m $17.8m 0.07% Added +6.0k +6,011
70 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 70,32570.3k $17.7m $17.7m 0.09% Added +18.5k +18,528
71 Partners in Financial Planning 3.30% of their portfolio SALEM, VA 65,17965.2k $16.4m $16.4m 3.30% Added +2.0k +1,967
72 Modera Wealth Management, LLC 0.22% of their portfolio WESTWOOD, NJ 64,78064.8k $16.3m $16.3m 0.22% Reduced -7.0k -6,983
73 Total Wealth Planning, LLC 2.48% of their portfolio CINCINNATI, OH 64,44264.4k $16.2m $16.2m 2.48% Added +599 +599
74 SAGE FINANCIAL GROUP INC 1.29% of their portfolio W. CONSHOHOCKEN, PA 63,37563.4k $16.0m $16.0m 1.29% Added +1.7k +1,725
75 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 62,65662.7k $15.8m $15.8m 0.00% Added +2.6k +2,630
76 Asset Management Group, Inc. 2.86% of their portfolio STAMFORD, CT 61,39461.4k $15.5m $15.5m 2.86% Reduced -729 -729
77 Atria Investments, Inc 0.19% of their portfolio Charlotte, NC 59,96660.0k $15.1m $15.1m 0.19% Added +315 +315
78 CIBC Private Wealth Group LLC 0.03% of their portfolio ATLANTA, GA 59,31659.3k $13.0m $13.0m 0.03% Reduced -17.3k -17,312
79 SPC Financial, Inc. 1.31% of their portfolio ROCKVILLE, MD 59,30559.3k $14.9m $14.9m 1.31% Added +1.8k +1,795
80 Retirement Investment Advisors, Inc. 1.49% of their portfolio OKLAHOMA CITY, OK 58,47258.5k $14.7m $14.7m 1.49% Added +1.9k +1,909
81 Aaron Wealth Advisors LLC 1.68% of their portfolio Chicago, IL 58,09858.1k $14.6m $14.6m 1.68% Added +2.6k +2,632
82 STEPHENS INC /AR/ 0.21% of their portfolio LITTLE ROCK, AR 57,18257.2k $14.4m $14.4m 0.21% Added +2.0k +2,007
83 Whitaker-Myers Wealth Managers, LTD. 4.03% of their portfolio Mansfield, OH 57,11957.1k $14.4m $14.4m 4.03% Added +2.3k +2,303
84 CWM, LLC 0.06% of their portfolio OMAHA, NE 57,07557.1k $14.4m $14.4m 0.06% Added +31.6k +31,591
85 FMR LLC 0.00% of their portfolio BOSTON, MA 57,06057.1k $14.4m $14.4m 0.00% Added +6.4k +6,353
86 PEAPACK GLADSTONE FINANCIAL CORP 0.21% of their portfolio BEDMINSTER, NJ 56,61656.6k $14.3m $14.3m 0.21% Added +335 +335
87 Robinswood Financial LLC 5.27% of their portfolio KIRKLAND, WA 56,58356.6k $14.2m $14.2m 5.27% Added +109 +109
88 Adventist Health System/ West 2.21% of their portfolio Roseville, CA 55,72055.7k $14.0m $14.0m 2.21% Unchanged
89 Pasadena Private Wealth, LLC 2.63% of their portfolio PASADENA, CA 54,20754.2k $13.6m $13.6m 2.63% Added +2.9k +2,912
90 QUEST INVESTMENT MANAGEMENT LLC 1.64% of their portfolio LAKE OSWEGO, OR 52,66052.7k $13.3m $13.3m 1.64% Unchanged
91 Gallagher Fiduciary Advisors, LLC 0.43% of their portfolio ROLLING MEADOWS, IL 52,33752.3k $13.2m $13.2m 0.43% Added +791 +791
92 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 52,06452.1k $13.1m $13.1m 0.04% Reduced -6.2k -6,157
93 Corrigan Financial, Inc. 2.68% of their portfolio MIDDLETOWN, RI 51,72551.7k $13.0m $13.0m 2.68% Added +1.9k +1,938
94 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 50,96151.0k $12.8m $12.8m 0.03% Added +1.6k +1,562
95 Vawter Financial, Ltd. 6.96% of their portfolio COLUMBUS, OH 49,34849.3k $12.4m $12.4m 6.96% Added +808 +808
96 PRESILIUM PRIVATE WEALTH, LLC 2.77% of their portfolio RADNOR, PA 49,13849.1k $12.4m $12.4m 2.77% Added +14.1k +14,052
97 BENJAMIN EDWARDS INC 0.17% of their portfolio Clayton, MO 49,01449.0k $12.3m $12.3m 0.17% Reduced -2.5k -2,518
98 RS CRUM INC. 3.32% of their portfolio Newport Beach, CA 49,00449.0k $12.3m $12.3m 3.32% Reduced -730 -730
99 LMCG INVESTMENTS, LLC 0.81% of their portfolio BOSTON, MA 48,34248.3k $12.2m $12.2m 0.81% Reduced -1.4k -1,418
100 WESBANCO BANK INC 0.41% of their portfolio WHEELING, WV 47,46547.5k $12.0m $12.0m 0.41% Added +6.8k +6,832