Vault-13

VANGUARD INDEX FDS VO

MID CAP ETF · ETP · CUSIP 922908629

1,621 institutional holders +0 vs Q4 2022
156,529,239156.5m shares reported held*
$32.7bnreported value*
76 new 701 added 582 reduced 55 sold out net bought ≈ $187.6m (+1.8m 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 ($43.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $208.90. Options: 4 managers hold calls ($19.3m notional), 4 hold puts ($11.0m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 1,506Q4 22: 1,621Q1 23: 1,6211,621Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 20221,506
Q4 20221,621
Q1 20231,621

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ4 22: 754 bought or addedQ4 22: 593 cut or sold outQ4 22Q1 23: 777 bought or addedQ1 23: 637 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022754593
Q1 2023777637

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ3 22 calls: $19.4mQ3 22 puts: $5.5mQ3 22P/C 0.28Q4 22 calls: $11.4mQ4 22 puts: $25.7mQ4 22P/C 2.25Q1 23 calls: $19.3mQ1 23 puts: $11.0mQ1 23P/C 0.57
Numbers
QuarterCallsPutsP/C
Q3 2022$19.4m$5.5m0.28
Q4 2022$11.4m$25.7m2.25
Q1 2023$19.3m$11.0m0.57

Biggest buyers

CIBC Private Wealth Group LLC Added +874,111+874.1k
Simplicity Solutions, LLC Added +420,888+420.9k
First Command Financial Services, Inc. Added +410,926+410.9k
First Command Bank Added +410,926+410.9k
CBIZ Investment Advisory Services, LLC Added +393,554+393.6k
FMR LLC Added +315,049+315.0k
Bank of New York Mellon Corp Added +240,532+240.5k
Border to Coast Pensions Partnership Ltd Added +208,716+208.7k
CAPTRUST FINANCIAL ADVISORS Added +164,801+164.8k
RAYMOND JAMES & ASSOCIATES Added +150,389+150.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,647,902-1.6m
MORGAN STANLEY Reduced -511,959-512.0k
PATHSTONE FAMILY OFFICE, LLC Reduced -292,948-292.9k
BlackRock Inc. Reduced -185,342-185.3k
BANK OF AMERICA CORP /DE/ Reduced -165,943-165.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Reduced -138,800-138.8k
Creative Planning Reduced -123,616-123.6k
Divergent Planning, LLC Reduced -108,933-108.9k
FIFTH THIRD BANCORP Reduced -105,270-105.3k
ALLIANCEBERNSTEIN L.P. Reduced -86,474-86.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $13.4m63.7k shares
CITADEL ADVISORS LLC Reduced $5.0m23.6k shares
WOLVERINE TRADING, LLC New $850.0k4.1k shares
Cutler Group LLC / CA Added $1.0k2.6k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $9.7m45.8k shares
CITADEL ADVISORS LLC Reduced $991.3k4.7k shares
WOLVERINE TRADING, LLC New $394.0k1.9k shares
Cutler Group LLC / CA Reduced $3.0k1.8k 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 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 1.93% of their portfolio SAN FRANCISCO, CA 29,688,13129.7m $6.3bn $6.3bn 1.93% Reduced -59.2k -59,190
2 BANK OF AMERICA CORP /DE/ 0.35% of their portfolio CHARLOTTE, NC 14,479,25514.5m $3.1bn $3.1bn 0.35% Reduced -165.9k -165,943
3 Creative Planning 2.44% of their portfolio OVERLAND PARK, KS 8,042,4428.0m $1.7bn $1.7bn 2.44% Reduced -123.6k -123,616
4 MORGAN STANLEY 0.14% of their portfolio NEW YORK, NY 6,304,1946.3m $1.3bn $1.3bn 0.14% Reduced -512.0k -511,959
5 JONES FINANCIAL COMPANIES LLLP 2.08% of their portfolio DES PERES, MO 5,990,1156.0m $1.3bn $1.3bn 2.08% Added +68.8k +68,763
6 UBS Group AG 0.57% of their portfolio ZURICH, V8 5,889,1535.9m $1.2bn $1.2bn 0.57% Reduced -59.7k -59,738
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.32% of their portfolio MILWAUKEE, WI 4,467,4804.5m $942.3m $942.3m 1.32% Reduced -138.8k -138,800
8 RAYMOND JAMES & ASSOCIATES 0.64% of their portfolio ST PETERSBURG, FL 3,510,7393.5m $740.5m $740.5m 0.64% Added +150.4k +150,389
9 AMERIPRISE FINANCIAL INC 0.23% of their portfolio MINNEAPOLIS, MN 3,292,3373.3m $693.9m $693.9m 0.23% Added +52.0k +51,965
10 PNC Financial Services Group, Inc. 0.49% of their portfolio Pittsburgh, PA 2,626,7632.6m $554.0m $554.0m 0.49% Reduced -48.5k -48,458
11 LPL Financial LLC 0.38% of their portfolio FORT MILL, SC 2,334,4962.3m $492.4m $492.4m 0.38% Added +54.3k +54,292
12 TIAA, FSB 1.81% of their portfolio ST. LOUIS, MO 2,315,7602.3m $488.4m $488.4m 1.81% Reduced -44.0k -44,041
13 ENVESTNET ASSET MANAGEMENT INC 0.22% of their portfolio Berwyn, PA 2,196,9052.2m $463.4m $463.4m 0.22% Added +125.0k +125,007
14 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 2,120,4092.1m $447.2m $447.2m 0.06% Reduced -1.6m -1,647,902
15 Bank of New York Mellon Corp 0.10% of their portfolio NEW YORK, NY 2,042,8612.0m $430.9m $430.9m 0.10% Added +240.5k +240,532
16 CIBC Private Wealth Group LLC 0.09% of their portfolio ATLANTA, GA 1,835,7581.8m $84.5m $84.5m 0.09% Added +874.1k +874,111
17 Raymond James Financial Services Advisors, Inc. 0.69% of their portfolio ST. PETERSBURG, FL 1,723,0961.7m $363.4m $363.4m 0.69% Reduced -6.9k -6,872
18 ROYAL BANK OF CANADA 0.09% of their portfolio TORONTO, A6 1,361,5631.4m $287.2m $287.2m 0.09% Added +86.5k +86,460
19 JMG Financial Group, Ltd. 12.22% of their portfolio DOWNERS GROVE, IL 1,141,7221.1m $240.8m $240.8m 12.22% Added +12.5k +12,451
20 COMMONWEALTH EQUITY SERVICES, LLC 0.49% of their portfolio WALTHAM, MA 1,108,3241.1m $233.8m $233.8m 0.49% Added +112.8k +112,767
21 Border to Coast Pensions Partnership Ltd 5.87% of their portfolio LEEDS, X0 1,037,0871.0m $218.7m $218.7m 5.87% Added +208.7k +208,716
22 NATIXIS ADVISORS, LLC 0.71% of their portfolio Boston, MA 982,583982.6k $207.2m $207.2m 0.71% Added +87.4k +87,403
23 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1.83% of their portfolio OMAHA, NE 845,994846.0k $178.4m $178.4m 1.83% Reduced -50.6k -50,645
24 Millburn Ridgefield LLC /DE/ 6.19% of their portfolio New York, NY 832,063832.1k $175.5m $175.5m 6.19% Added +17.0k +17,038
25 Catalyst Capital Advisors LLC 5.36% of their portfolio San Juan, PR 831,988832.0k $175.5m $175.5m 5.36% Added +17.0k +17,043
26 Morningstar Investment Services LLC 2.24% of their portfolio CHICAGO, IL 806,373806.4k $167.1m $167.1m 2.24% Reduced -3.0k -2,989
27 Mariner, LLC 0.48% of their portfolio Overland Park, KS 784,656784.7k $165.5m $165.5m 0.48% Added +69.2k +69,187
28 J.P. Morgan Private Wealth Advisors LLC 0.33% of their portfolio SAN FRANCISCO, CA 732,335732.3k $154.5m $154.5m 0.33% Reduced -20.0k -19,952
29 FINANCIAL COUNSELORS INC 3.10% of their portfolio Overland Park, KS 683,397683.4k $144.1m $144.1m 3.10% Added +55.3k +55,334
30 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 678,767678.8k $143.2m $143.2m 0.04% Added +10.2k +10,212
31 OSAIC HOLDINGS, INC. 0.26% of their portfolio SCOTTSDALE, AZ 657,925657.9k $138.7m $138.7m 0.26% Reduced -39.2k -39,233
32 Allworth Financial LP 1.37% of their portfolio FOLSOM, CA 645,462645.5k $136.1m $136.1m 1.37% Added +51.2k +51,222
33 FMR LLC 0.01% of their portfolio BOSTON, MA 634,764634.8k $133.9m $133.9m 0.01% Added +315.0k +315,049
34 STIFEL FINANCIAL CORP 0.19% of their portfolio ST. LOUIS, MO 615,870615.9k $129.9m $129.9m 0.19% Added +3.6k +3,626
35 TRUIST FINANCIAL CORP 0.21% of their portfolio CHARLOTTE, NC 574,270574.3k $121.1m $121.1m 0.21% Added +11.2k +11,198
36 Wealthspire Advisors, LLC 2.02% of their portfolio NEW YORK, NY 556,943556.9k $117.5m $117.5m 2.02% Added +4.0k +3,986
37 Beacon Pointe Advisors, LLC 1.98% of their portfolio NEWPORT BEACH, CA 550,326550.3k $116.1m $116.1m 1.98% Added +30.0k +30,025
38 1832 Asset Management L.P. 0.23% of their portfolio TORONTO, A6 533,492533.5k $112.5m $112.5m 0.23% Reduced -7.2k -7,198
39 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 531,558531.6k $112.1m $112.1m 0.06% Reduced -4.4k -4,361
40 FIFTH THIRD BANCORP 0.51% of their portfolio CINCINNATI, OH 524,542524.5k $110.6m $110.6m 0.51% Reduced -105.3k -105,270
41 CAPTRUST FINANCIAL ADVISORS 0.46% of their portfolio RALEIGH, NC 492,233492.2k $103.8m $103.8m 0.46% Added +164.8k +164,801
42 Simplicity Solutions, LLC 2.41% of their portfolio MINNEAPOLIS, MN 435,294435.3k $91.8m $91.8m 2.41% Added +420.9k +420,888
43 Bleakley Financial Group, LLC 3.00% of their portfolio PARSIPPANY, NJ 426,756426.8k $90.0m $90.0m 3.00% Added +40.8k +40,811
44 Cullen/Frost Bankers, Inc. 1.64% of their portfolio San Antonio, TX 426,751426.8k $90.0m $90.0m 1.64% Reduced -300 -300
45 CBIZ Investment Advisory Services, LLC 7.78% of their portfolio INDEPENDENCE, OH 421,779421.8k $89.0m $89.0m 7.78% Added +393.6k +393,554
46 MassMutual Private Wealth & Trust, FSB 3.38% of their portfolio Windsor, CT 419,450419.4k $88.5m $88.5m 3.38% Added +55.5k +55,527
47 First Command Bank 8.87% of their portfolio FORT WORTH, TX 411,330411.3k $86.8m $86.8m 8.87% Added +410.9k +410,926
48 First Command Financial Services, Inc. 8.87% of their portfolio FORT WORTH, TX 411,330411.3k $86.8m $86.8m 8.87% Added +410.9k +410,926
49 Janney Montgomery Scott LLC 0.34% of their portfolio PHILADELPHIA, PA 399,316399.3k $84.2m $84.2m 0.34% Added +2.9k +2,923
50 MONETA GROUP INVESTMENT ADVISORS LLC 2.02% of their portfolio ST LOUIS, MO 398,290398.3k $84.0m $84.0m 2.02% Added +117.3k +117,252
51 Cresset Asset Management, LLC 1.68% of their portfolio Chicago, IL 397,249397.2k $83.8m $83.8m 1.68% Reduced -15.7k -15,658
52 HighTower Advisors, LLC 0.18% of their portfolio CHICAGO, IL 381,707381.7k $80.5m $80.5m 0.18% Reduced -32.6k -32,609
53 Baird Financial Group, Inc. 0.20% of their portfolio MILWAUKEE, WI 381,384381.4k $80.4m $80.4m 0.20% Added +10.6k +10,583
54 Larson Financial Group LLC 7.78% of their portfolio ST LOUIS, MO 339,450339.4k $71.6m $71.6m 7.78% Added +20.9k +20,904
55 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2.35% of their portfolio NORFOLK, VA 320,441320.4k $67.6m $67.6m 2.35% Added +6.9k +6,936
56 MML INVESTORS SERVICES, LLC 0.47% of their portfolio SPRINGFIELD, MA 312,504312.5k $65.9m $65.9m 0.47% Reduced -27.8k -27,795
57 Veritable, L.P. 1.12% of their portfolio Newtown Square, PA 308,866308.9k $65.1m $65.1m 1.12% Added +4.6k +4,588
58 Joel Isaacson & Co., LLC 4.65% of their portfolio NEW YORK, NY 306,636306.6k $64.7m $64.7m 4.65% Added +4.4k +4,354
59 INVICTUS PRIVATE WEALTH, LLC 7.56% of their portfolio Denver, CO 304,684304.7k $64.3m $64.3m 7.56% Added +7.3k +7,271
60 TRUSTMARK BANK TRUST DEPARTMENT 5.78% of their portfolio JACKSON, MS 300,965301.0k $63.5m $63.5m 5.78% Added +33.5k +33,503
61 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 298,963299.0k $63.1m $63.1m 0.03% Added +18.3k +18,309
62 COUNTRY TRUST BANK 1.78% of their portfolio Bloomington, IL 296,270296.3k $62.5m $62.5m 1.78% Reduced -18.3k -18,273
63 American Trust 4.26% of their portfolio LEXINGTON, KY 291,329291.3k $61.4m $61.4m 4.26% Added +124.7k +124,668
64 PATHSTONE FAMILY OFFICE, LLC 0.98% of their portfolio ENGLEWOOD, NJ 288,190288.2k $60.7m $60.7m 0.98% Reduced -292.9k -292,948
65 Cambridge Investment Research Advisors, Inc. 0.30% of their portfolio FAIRFIELD, IA 286,180286.2k $60.4m $60.4m 0.30% Added +21.4k +21,438
66 CENTRAL TRUST Co 1.76% of their portfolio JEFFERSON CITY, MO 285,298285.3k $60.2m $60.2m 1.76% Reduced -3.7k -3,659
67 ASSETMARK, INC 0.25% of their portfolio CONCORD, CA 285,230285.2k $60.2m $60.2m 0.25% Added +4.4k +4,425
68 Smithfield Trust Co 3.72% of their portfolio PITTSBURGH, PA 275,703275.7k $58.1m $58.1m 3.72% Added +4.8k +4,751
69 Financial Synergies Wealth Advisors, Inc. 8.08% of their portfolio HOUSTON, TX 261,257261.3k $55.1m $55.1m 8.08% Added +100.1k +100,055
70 Private Advisor Group, LLC 0.52% of their portfolio MORRISTOWN, NJ 257,250257.2k $54.3m $54.3m 0.52% Added +81 +81
71 COLDSTREAM CAPITAL MANAGEMENT INC 1.82% of their portfolio BELLEVUE, WA 256,139256.1k $54.0m $54.0m 1.82% Reduced -2.0k -1,986
72 Nicholas Hoffman & Company, LLC. 4.76% of their portfolio ATLANTA, GA 250,722250.7k $52.9m $52.9m 4.76% Added +71.1k +71,074
73 Nadler Financial Group, Inc. 8.29% of their portfolio DEERFIELD, IL 246,956247.0k $52.1m $52.1m 8.29% Added +7.0k +6,958
74 BOK Financial Private Wealth, Inc. 4.14% of their portfolio DENVER, CO 244,423244.4k $51.6m $51.6m 4.14% Reduced -6.5k -6,454
75 Chicago Partners Investment Group LLC 2.91% of their portfolio CHICAGO, IL 237,019237.0k $49.9m $49.9m 2.91% Added +20.8k +20,818
76 Corient Private Wealth LP 0.13% of their portfolio MIAMI, FL 231,457231.5k $48.8m $48.8m 0.13% Added +37.3k +37,269
77 Clearstead Advisors, LLC 3.51% of their portfolio CLEVELAND, OH 228,374228.4k $48.2m $48.2m 3.51% Added +8.2k +8,224
78 PITTENGER & ANDERSON INC 2.43% of their portfolio LINCOLN, NE 222,977223.0k $47.0m $47.0m 2.43% Added +16.4k +16,398
79 Northwest Quadrant Wealth Management, LLC 13.30% of their portfolio BEND, OR 218,993219.0k $46.2m $46.2m 13.30% Added +6.3k +6,333
80 Cerity Partners LLC 0.15% of their portfolio NEW YORK, NY 214,246214.2k $55.8m $55.8m 0.15% Added +31.8k +31,806
81 MERCER GLOBAL ADVISORS INC /ADV 0.20% of their portfolio DENVER, CO 208,187208.2k $43.9m $43.9m 0.20% Added +30.4k +30,376
82 Equitable Holdings, Inc. 0.70% of their portfolio NEW YORK, NY 208,118208.1k $43.9m $43.9m 0.70% Added +17.1k +17,115
83 PEAPACK GLADSTONE FINANCIAL CORP 0.83% of their portfolio BEDMINSTER, NJ 206,391206.4k $43.5m $43.5m 0.83% Reduced -10.5k -10,522
84 NewEdge Advisors, LLC 0.54% of their portfolio NEW ORLEANS, LA 204,045204.0k $42.9m $42.9m 0.54% Reduced -10.2k -10,184
85 Capital Asset Advisory Services LLC 3.08% of their portfolio Williamston, MI 196,161196.2k $41.4m $41.4m 3.08% Added +6.1k +6,122
86 Connecticut Wealth Management, LLC 2.96% of their portfolio FARMINGTON, CT 185,822185.8k $39.2m $39.2m 2.96% Added +18.5k +18,522
87 US BANCORP \DE\ 0.07% of their portfolio MINNEAPOLIS, MN 184,278184.3k $38.9m $38.9m 0.07% Reduced -6.8k -6,775
88 Venture Visionary Partners LLC 2.40% of their portfolio Sylvania, OH 179,506179.5k $37.9m $37.9m 2.40% Added +2.7k +2,745
89 McIlrath & Eck, LLC 8.82% of their portfolio ARLINGTON, WA 179,043179.0k $37.8m $37.8m 8.82% Reduced -3.0k -3,027
90 Cetera Advisor Networks LLC 0.27% of their portfolio EL SEGUNDO, CA 173,978174.0k $36.7m $36.7m 0.27% Added +4.4k +4,391
91 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7.07% of their portfolio Reston, VA 172,339172.3k $36.3m $36.3m 7.07% Reduced -356 -356
92 Cetera Advisors LLC 0.60% of their portfolio DENVER, CO 171,311171.3k $36.1m $36.1m 0.60% Added +12.8k +12,779
93 Thrivent Financial for Lutherans 0.09% of their portfolio Minneapolis, MN 167,241167.2k $35.0m $35.0m 0.09% Reduced -37.1k -37,098
94 ARKANSAS FINANCIAL GROUP, INC. 7.25% of their portfolio LITTLE ROCK, AR 165,577165.6k $34.9m $34.9m 7.25% Reduced -1.4k -1,412
95 VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio ATLANTA, GA 165,378165.4k $34.9m $34.9m 0.04% Added +69.1k +69,103
96 TCV Trust & Wealth Management, Inc. 3.85% of their portfolio RICHMOND, VA 164,383164.4k $34.7m $34.7m 3.85% Reduced -612 -612
97 B & T Capital Management DBA Alpha Capital Management 8.34% of their portfolio AUSTIN, TX 163,737163.7k $33.4m $33.4m 8.34% Unchanged
98 AE Wealth Management LLC 0.22% of their portfolio TOPEKA, KS 159,049159.0k $33.5m $33.5m 0.22% Added +3.8k +3,794
99 OAK HILL WEALTH ADVISORS, LLC 13.19% of their portfolio LANSDOWNE, VA 158,680158.7k $33.5m $33.5m 13.19% Added +3.9k +3,887
100 CX Institutional 1.77% of their portfolio AUBURN, IN 157,926157.9k $33.3m $33.3m 1.77% Reduced -17.6k -17,594