Vault-13

VANGUARD INDEX FDS VBK

SML CP GRW ETF · ETP · CUSIP 922908595

1,279 institutional holders +57 vs Q1 2026
39,864,38239.9m shares reported held*
$14.6bnreported value*
115 new 409 added 460 reduced 53 sold out net bought ≈ $125.2m (+349.7k 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 ($11.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $366.47. Options: 5 managers hold calls ($17.8m notional), 3 hold puts ($2.7m).

Trends to Q2 2026

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: 1,082Q2 25: 1,103Q3 25: 1,116Q4 25: 1,212Q1 26: 1,222Q2 26: 1,2791,279Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q2 20251,103
Q3 20251,116
Q4 20251,212
Q1 20261,222
Q2 20261,279

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 24: 461 bought or addedQ3 24: 365 cut or sold outQ4 24: 476 bought or addedQ4 24: 377 cut or sold outQ4 24Q1 25: 482 bought or addedQ1 25: 469 cut or sold outQ2 25: 436 bought or addedQ2 25: 492 cut or sold outQ2 25Q3 25: 483 bought or addedQ3 25: 423 cut or sold outQ4 25: 529 bought or addedQ4 25: 440 cut or sold outQ4 25Q1 26: 512 bought or addedQ1 26: 488 cut or sold outQ2 26: 524 bought or addedQ2 26: 513 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024461365
Q4 2024476377
Q1 2025482469
Q2 2025436492
Q3 2025483423
Q4 2025529440
Q1 2026512488
Q2 2026524513

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ3 25 calls: $13.1mQ3 25 puts: $7.7mQ3 25P/C 0.59Q4 25 calls: $15.8mQ4 25 puts: $725.1kQ4 25P/C 0.05Q1 26 calls: $19.2mQ1 26 puts: $5.5mQ1 26P/C 0.29Q2 26 calls: $17.8mQ2 26 puts: $2.7mQ2 26P/C 0.15
Numbers
QuarterCallsPutsP/C
Q3 2025$13.1m$7.7m0.59
Q4 2025$15.8m$725.1k0.05
Q1 2026$19.2m$5.5m0.29
Q2 2026$17.8m$2.7m0.15

Biggest buyers

Pathstone Holdings, LLC Added +315,525+315.5k
EP Wealth Advisors, LLC Added +212,203+212.2k
Savant Capital, LLC Added +137,447+137.4k
MORGAN STANLEY Added +70,761+70.8k
Cambridge Investment Research Advisors, Inc. Added +63,830+63.8k
Systelligence, LLC New +53,847+53.8k
Arax Advisory Partners Added +45,850+45.9k
MML INVESTORS SERVICES, LLC Added +45,392+45.4k
MATHER GROUP, LLC. Added +44,594+44.6k
BANK OF AMERICA CORP /DE/ Added +44,504+44.5k

Biggest sellers

Corient Private Wealth LP Reduced -624,573-624.6k
CONGRESS ASSET MANAGEMENT CO Reduced -79,179-79.2k
Avior Wealth Management, LLC Reduced -46,806-46.8k
Private Advisor Group, LLC Reduced -46,020-46.0k
Cetera Investment Advisers Reduced -37,547-37.5k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Reduced -26,990-27.0k
ENVESTNET ASSET MANAGEMENT INC Reduced -24,495-24.5k
US BANCORP \DE\ Reduced -24,046-24.0k
Kingsview Wealth Management, LLC Reduced -23,761-23.8k
Steward Partners Investment Advisory, LLC Reduced -23,469-23.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $11.8m32.2k shares
JANE STREET GROUP, LLC Reduced $3.6m9.8k shares
CITADEL ADVISORS LLC Reduced $1.3m3.5k shares
Point72 Asset Management, L.P. Reduced $1.1m3.1k shares
Belvedere Trading LLC Reduced $36.6k100 shares

Biggest puts

Point72 Asset Management, L.P. Reduced $2.0m5.4k shares
CITADEL ADVISORS LLC Reduced $402.3k1.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $329.1k900 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.20% of their portfolio CHARLOTTE, NC 8,482,7618.5m $3.1bn $3.1bn 0.20% Added +44.5k +44,504
2 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 2,007,3402.0m $734.1m $734.1m 0.04% Added +70.8k +70,761
3 ASSETMARK, INC 1.01% of their portfolio CONCORD, CA 1,608,3481.6m $588.2m $588.2m 1.01% Reduced -970 -970
4 EP Wealth Advisors, LLC 1.43% of their portfolio TORRANCE, CA 1,020,0171.0m $373.0m $373.0m 1.43% Added +212.2k +212,203
5 SEI INVESTMENTS CO 0.32% of their portfolio OAKS, PA 982,654982.7k $359.4m $359.4m 0.32% Reduced -2.1k -2,067
6 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 915,761915.8k $334.9m $334.9m 0.08% Added +16.8k +16,779
7 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 825,425825.4k $301.9m $301.9m 0.05% Reduced -12.2k -12,172
8 UBS Group AG 0.04% of their portfolio ZURICH, V8 765,614765.6k $280.0m $280.0m 0.04% Reduced -3.9k -3,903
9 PNC Financial Services Group, Inc. 0.12% of their portfolio Pittsburgh, PA 679,026679.0k $248.3m $248.3m 0.12% Reduced -18.6k -18,603
10 MATHER GROUP, LLC. 2.07% of their portfolio CHICAGO, IL 648,466648.5k $237.1m $237.1m 2.07% Added +44.6k +44,594
11 Cohen Klingenstein LLC 6.71% of their portfolio NEW YORK, NY 641,022641.0k $234.4m $234.4m 6.71% Reduced -20.4k -20,411
12 JONES FINANCIAL COMPANIES LLLP 0.09% of their portfolio DES PERES, MO 638,366638.4k $228.3m $228.3m 0.09% Added +21.3k +21,303
13 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 612,769612.8k $224.1m $224.1m 0.05% Reduced -24.5k -24,495
14 MONETA GROUP INVESTMENT ADVISORS LLC 1.46% of their portfolio ST LOUIS, MO 538,400538.4k $196.9m $196.9m 1.46% Added +2.2k +2,204
15 CHOREO, LLC 2.15% of their portfolio ROCKFORD, IL 535,483535.5k $195.8m $195.8m 2.15% Added +3.7k +3,717
16 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 505,429505.4k $184.9m $184.9m 0.04% Added +17.7k +17,695
17 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 476,329476.3k $174.2m $174.2m 0.05% Reduced -843 -843
18 Pathstone Holdings, LLC 0.49% of their portfolio ENGLEWOOD, NJ 456,269456.3k $166.9m $166.9m 0.49% Added +315.5k +315,525
19 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 439,364439.4k $160.7m $160.7m 0.15% Reduced -37.5k -37,547
20 Corient Private Wealth LP 0.21% of their portfolio MIAMI, FL 406,755406.8k $148.7m $148.7m 0.21% Reduced -624.6k -624,573
21 RWA WEALTH PARTNERS, LLC 1.31% of their portfolio BOSTON, MA 375,004375.0k $137.1m $137.1m 1.31% Added +6.6k +6,592
22 MML INVESTORS SERVICES, LLC 0.28% of their portfolio SPRINGFIELD, MA 373,109373.1k $136.4m $136.4m 0.28% Added +45.4k +45,392
23 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.43% of their portfolio CHARLOTTE, NC 340,130340.1k $124.4m $124.4m 0.43% Reduced -27.0k -26,990
24 OSAIC HOLDINGS, INC. 0.14% of their portfolio SCOTTSDALE, AZ 330,779330.8k $121.1m $121.1m 0.14% Added +35.3k +35,267
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.06% of their portfolio MILWAUKEE, WI 326,837326.8k $119.5m $119.5m 0.06% Added +9.7k +9,709
26 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 322,843322.8k $118.1m $118.1m 0.02% Added +29.3k +29,289
27 Rockefeller Capital Management L.P. 0.18% of their portfolio NEW YORK, NY 319,268319.3k $116.8m $116.8m 0.18% Added +1.6k +1,563
28 Sand Hill Global Advisors, LLC 3.27% of their portfolio Palo Alto, CA 296,997297.0k $108.6m $108.6m 3.27% Reduced -17.3k -17,289
29 HighTower Advisors, LLC 0.09% of their portfolio CHICAGO, IL 268,681268.7k $98.3m $98.3m 0.09% Reduced -4.7k -4,697
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 228,047228.0k $82.4m $82.4m 0.00% Reduced -15.2k -15,228
31 Focus Partners Wealth 0.08% of their portfolio ST LOUIS, MO 218,136218.1k $79.8m $79.8m 0.08% Reduced -5.4k -5,426
32 Wealthspire Advisors, LLC 0.41% of their portfolio NEW YORK, NY 205,004205.0k $75.0m $75.0m 0.41% Added +886 +886
33 Mariner, LLC 0.08% of their portfolio Overland Park, KS 204,648204.6k $74.8m $74.8m 0.08% Reduced -7.8k -7,844
34 Savant Capital, LLC 0.20% of their portfolio ROCKFORD, IL 200,771200.8k $68.8m $68.8m 0.20% Added +137.4k +137,447
35 1832 Asset Management L.P. 0.09% of their portfolio TORONTO, A6 196,613196.6k $71.9m $71.9m 0.09% Reduced -17.4k -17,442
36 COMMONWEALTH EQUITY SERVICES, LLC 0.09% of their portfolio WALTHAM, MA 193,066193.1k $70.6m $70.6m 0.09% Reduced -13.1k -13,140
37 Howard Capital Management, LLC 0.80% of their portfolio Alpharetta, GA 183,200183.2k $67.0m $67.0m 0.80% Unchanged
38 US BANCORP \DE\ 0.07% of their portfolio MINNEAPOLIS, MN 181,979182.0k $66.6m $66.6m 0.07% Reduced -24.0k -24,046
39 Beacon Pointe Advisors, LLC 0.29% of their portfolio NEWPORT BEACH, CA 170,183170.2k $62.2m $62.2m 0.29% Reduced -1.6k -1,573
40 FIFTH THIRD BANCORP 0.09% of their portfolio CINCINNATI, OH 156,872156.9k $57.4m $57.4m 0.09% Reduced -10.4k -10,383
41 STEPHENS GROUP ASSET MANAGEMENT, LLC 3.08% of their portfolio LITTLE ROCK, AR 149,149149.1k $54.5m $54.5m 3.08% Reduced -180 -180
42 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 148,109148.1k $54.2m $54.2m 0.05% Reduced -418 -418
43 STEPHENS INC /AR/ 0.58% of their portfolio LITTLE ROCK, AR 140,559140.6k $51.4m $51.4m 0.58% Added +7.3k +7,294
44 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 140,393140.4k $51.3m $51.3m 0.03% Added +16.4k +16,361
45 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 140,024140.0k $51.2m $51.2m 0.06% Added +63.8k +63,830
46 Bragg Financial Advisors, Inc 1.37% of their portfolio CHARLOTTE, NC 139,930139.9k $51.2m $51.2m 1.37% Added +2.0k +2,002
47 Rodgers & Associates, LTD 4.56% of their portfolio Lancaster, PA 137,533137.5k $50.3m $50.3m 4.56% Reduced -2.2k -2,178
48 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.28% of their portfolio IRVING, TX 136,150136.2k $49.8m $49.8m 0.28% Reduced -6.7k -6,687
49 Summit Financial Strategies, Inc. 3.48% of their portfolio Columbus, OH 135,738135.7k $49.6m $49.6m 3.48% Reduced -2.6k -2,628
50 One Day In July LLC 3.35% of their portfolio BURLINGTON, VT 131,643131.6k $48.1m $48.1m 3.35% Added +2.5k +2,550
51 MOSAIC FAMILY WEALTH PARTNERS, LLC 3.09% of their portfolio ST. LOUIS, MO 124,773124.8k $45.6m $45.6m 3.09% Added +3.1k +3,085
52 Strategies Wealth Advisors, LLC 4.05% of their portfolio GRAND RAPIDS, MI 123,901123.9k $45.3m $45.3m 4.05% Reduced -20.6k -20,636
53 American Financial Advisors, LLC 5.03% of their portfolio Marietta, GA 114,217114.2k $41.8m $41.8m 5.03% Reduced -3.5k -3,495
54 FMR LLC 0.00% of their portfolio BOSTON, MA 113,480113.5k $41.5m $41.5m 0.00% Added +14.0k +14,046
55 Waldron Private Wealth LLC 1.29% of their portfolio BRIDGEVILLE, PA 102,047102.0k $37.3m $37.3m 1.29% Reduced -1.1k -1,135
56 Brickley Wealth Management 5.33% of their portfolio SAN MATEO, CA 101,567101.6k $37.1m $37.1m 5.33% Added +746 +746
57 NewEdge Advisors, LLC 0.11% of their portfolio NEW ORLEANS, LA 100,187100.2k $36.6m $36.6m 0.11% Reduced -1.7k -1,711
58 Aaron Wealth Advisors LLC 1.80% of their portfolio Chicago, IL 96,95997.0k $35.5m $35.5m 1.80% Reduced -187 -187
59 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 94,26294.3k $34.5m $34.5m 0.11% Reduced -1.2k -1,163
60 Arax Advisory Partners 0.23% of their portfolio NEW YORK, NY 93,47593.5k $34.2m $34.2m 0.23% Added +45.9k +45,850
61 Cresset Asset Management, LLC 0.12% of their portfolio Chicago, IL 89,36989.4k $32.7m $32.7m 0.12% Added +3.1k +3,145
62 BHK Investment Advisors, LLC 9.40% of their portfolio BIRMINGHAM, AL 86,08186.1k $31.5m $31.5m 9.40% Reduced -1.7k -1,694
63 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 85,15985.2k $31.1m $31.1m 0.00% Reduced -2.1k -2,149
64 NATIXIS ADVISORS, LLC 0.03% of their portfolio Boston, MA 84,72184.7k $31.0m $31.0m 0.03% Added +166 +166
65 Avior Wealth Management, LLC 0.81% of their portfolio OMAHA, NE 84,24384.2k $30.8m $30.8m 0.81% Reduced -46.8k -46,806
66 Vision Capital Management, Inc. 3.51% of their portfolio PORTLAND, OR 84,06584.1k $30.7m $30.7m 3.51% Reduced -2.9k -2,891
67 Whitaker-Myers Wealth Managers, LTD. 4.78% of their portfolio Mansfield, OH 78,32478.3k $28.6m $28.6m 4.78% Added +2.9k +2,901
68 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 77,96978.0k $27.6m $27.6m 0.05% Added +429 +429
69 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 75,56075.6k $27.6m $27.6m 0.00% Added +886 +886
70 OpenArc Corporate Advisory, LLC 0.32% of their portfolio ATLANTA, GA 73,17373.2k $26.8m $26.8m 0.32% Added +20.5k +20,495
71 Quent Capital, LLC 1.63% of their portfolio NEW YORK, NY 72,76172.8k $26.6m $26.6m 1.63% Added +1.3k +1,319
72 CONGRESS ASSET MANAGEMENT CO 0.00% of their portfolio BOSTON, MA 72,70072.7k $72.7k $72.7k 0.00% Reduced -79.2k -79,179
73 Merit Financial Group, LLC 0.16% of their portfolio ALPHARETTA, GA 72,41572.4k $26.5m $26.5m 0.16% Reduced -7.3k -7,311
74 Retirement Investment Advisors, Inc. 1.80% of their portfolio OKLAHOMA CITY, OK 72,22072.2k $25.2m $25.2m 1.80% Added +9.6k +9,608
75 TRUIST FINANCIAL CORP 0.03% of their portfolio CHARLOTTE, NC 70,49970.5k $25.8m $25.8m 0.03% Reduced -4.5k -4,539
76 Atria Investments, Inc 0.25% of their portfolio Charlotte, NC 69,58569.6k $25.4m $25.4m 0.25% Reduced -1.8k -1,829
77 Partners in Financial Planning 3.67% of their portfolio SALEM, VA 66,26866.3k $24.2m $24.2m 3.67% Reduced -567 -567
78 Steward Partners Investment Advisory, LLC 0.12% of their portfolio STAMFORD, CT 65,04065.0k $23.8m $23.8m 0.12% Reduced -23.5k -23,469
79 SAGE FINANCIAL GROUP INC 1.32% of their portfolio W. CONSHOHOCKEN, PA 64,98565.0k $23.8m $23.8m 1.32% Added +506 +506
80 CIBC Bancorp USA Inc. 0.03% of their portfolio CHICAGO, IL 62,47662.5k $22.8m $22.8m 0.03% Reduced -2.8k -2,751
81 BENJAMIN EDWARDS INC 0.20% of their portfolio Clayton, MO 60,85460.9k $22.3m $22.3m 0.20% Added +1.2k +1,210
82 Robinswood Financial LLC 6.28% of their portfolio KIRKLAND, WA 59,91959.9k $21.9m $21.9m 6.28% Added +872 +872
83 McAdam, LLC 0.83% of their portfolio Philadelphia, PA 58,68458.7k $21.5m $21.5m 0.83% Reduced -16.8k -16,794
84 Asset Management Group, Inc. 3.09% of their portfolio STAMFORD, CT 57,78857.8k $21.1m $21.1m 3.09% Reduced -1.2k -1,200
85 Gallagher Fiduciary Advisors, LLC 0.69% of their portfolio ROLLING MEADOWS, IL 57,74057.7k $21.1m $21.1m 0.69% Reduced -2.7k -2,712
86 Cornerstone Management, Inc. 3.01% of their portfolio DULUTH, GA 57,18057.2k $20.9m $20.9m 3.01% Added +25.2k +25,216
87 RS CRUM INC. 3.77% of their portfolio Newport Beach, CA 54,98855.0k $20.1m $20.1m 3.77% Added +50 +50
88 PRESILIUM PRIVATE WEALTH, LLC 3.06% of their portfolio RADNOR, PA 54,59454.6k $20.0m $20.0m 3.06% Reduced -173 -173
89 Systelligence, LLC 3.29% of their portfolio BLOOMINGTON, MN 53,84753.8k $19.7m $19.7m 3.29% New
90 Pasadena Private Wealth, LLC 2.49% of their portfolio PASADENA, CA 53,15153.2k $19.4m $19.4m 2.49% Reduced -1.1k -1,078
91 Praetorian Wealth Management, Inc. 3.26% of their portfolio CARMEL, CA 51,66251.7k $18.9m $18.9m 3.26% Added +275 +275
92 Vawter Financial, Ltd. 7.04% of their portfolio COLUMBUS, OH 51,08351.1k $18.7m $18.7m 7.04% Added +121 +121
93 PEAPACK GLADSTONE FINANCIAL CORP 0.21% of their portfolio BEDMINSTER, NJ 50,57950.6k $18.5m $18.5m 0.21% Reduced -1.0k -1,046
94 Cerity Partners LLC 0.02% of their portfolio NEW YORK, NY 50,49650.5k $18.5m $18.5m 0.02% Added +7.8k +7,843
95 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 50,47950.5k $18.5m $18.5m 0.04% Added +15.1k +15,082
96 Avantax Planning Partners, Inc. 0.45% of their portfolio DUBUQUE, IA 49,30649.3k $18.0m $18.0m 0.45% Reduced -1.2k -1,221
97 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 49,24849.2k $18.0m $18.0m 0.03% Added +941 +941
98 Focus Financial Network, Inc. 0.54% of their portfolio MINNEAPOLIS, MN 47,95648.0k $17.5m $17.5m 0.54% Added +1.1k +1,090
99 GLENMEDE TRUST CO NA 0.08% of their portfolio PHILADELPHIA, PA 47,93647.9k $17.5m $17.5m 0.08% Added +905 +905
100 Peak Retirement Planning, Inc. 2.77% of their portfolio COLUMBUS, OH 47,87147.9k $17.5m $17.5m 2.77% Added +12.1k +12,108