Vault-13

VANGUARD INDEX FDS VO

MID CAP ETF · ETP · CUSIP 922908629

1,889 institutional holders +21 vs Q1 2024
168,816,285168.8m shares reported held*
$40.8bnreported value*
97 new 711 added 677 reduced 87 sold out net sold ≈ $2.9bn (-12.1m 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 ($42.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $241.93. Options: 3 managers hold calls ($13.9m notional), 4 hold puts ($5.7m).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

01k2kQ3 22: 1,506Q4 22: 1,621Q1 23: 1,621Q2 23: 1,657Q3 23: 1,656Q4 23: 1,835Q1 24: 1,868Q2 24: 1,8891,889Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20221,506
Q4 20221,621
Q1 20231,621
Q2 20231,657
Q3 20231,656
Q4 20231,835
Q1 20241,868
Q2 20241,889

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 outQ2 23: 805 bought or addedQ2 23: 621 cut or sold outQ2 23Q3 23: 841 bought or addedQ3 23: 609 cut or sold outQ4 23: 881 bought or addedQ4 23: 646 cut or sold outQ4 23Q1 24: 902 bought or addedQ1 24: 717 cut or sold outQ2 24: 808 bought or addedQ2 24: 764 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022754593
Q1 2023777637
Q2 2023805621
Q3 2023841609
Q4 2023881646
Q1 2024902717
Q2 2024808764

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ3 23 calls: $15.3mQ3 23 puts: $2.7mQ3 23P/C 0.18Q4 23 calls: $27.8mQ4 23 puts: $6.8mQ4 23P/C 0.25Q1 24 calls: $55.7mQ1 24 puts: $50.9mQ1 24P/C 0.91Q2 24 calls: $13.9mQ2 24 puts: $5.7mQ2 24P/C 0.41
Numbers
QuarterCallsPutsP/C
Q3 2023$15.3m$2.7m0.18
Q4 2023$27.8m$6.8m0.25
Q1 2024$55.7m$50.9m0.91
Q2 2024$13.9m$5.7m0.41

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +3,555,020+3.6m
Clearstead Advisors, LLC Added +383,800+383.8k
NATIXIS ADVISORS, LLC Added +290,003+290.0k
BANK OF AMERICA CORP /DE/ Added +287,164+287.2k
TRUIST FINANCIAL CORP Added +237,518+237.5k
Strategic Financial Concepts, LLC New +232,523+232.5k
Raymond James Financial Services Advisors, Inc. Added +221,767+221.8k
OAK HILL WEALTH ADVISORS, LLC New +165,677+165.7k
CITIZENS FINANCIAL GROUP INC/RI Added +154,372+154.4k
Kestra Advisory Services, LLC Added +105,658+105.7k

Biggest sellers

MORGAN STANLEY Reduced -14,296,510-14.3m
Border to Coast Pensions Partnership Ltd Sold out -1,159,887-1.2m
WELLS FARGO & COMPANY/MN Reduced -510,734-510.7k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Sold out -397,769-397.8k
JPMORGAN CHASE & CO Reduced -385,618-385.6k
UBS Group AG Reduced -319,901-319.9k
CBIZ Investment Advisory Services, LLC Reduced -227,009-227.0k
LPL Financial LLC Reduced -203,209-203.2k
AMERIPRISE FINANCIAL INC Reduced -169,112-169.1k
SageView Advisory Group, LLC Reduced -151,836-151.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $13.1m54.1k shares
CITADEL ADVISORS LLC Reduced $581.0k2.4k shares
Belvedere Trading LLC New $266.3k1.1k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.1m21.0k shares
WELLS FARGO & COMPANY/MN Unchanged $605.2k2.5k shares
CITADEL ADVISORS LLC Reduced $24.2k100 shares
Creative Planning Unchanged $6100 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 1.44% of their portfolio SAN FRANCISCO, CA 23,083,72123.1m $5.6bn $5.6bn 1.44% Reduced -510.7k -510,734
2 BANK OF AMERICA CORP /DE/ 0.37% of their portfolio CHARLOTTE, NC 16,007,49516.0m $3.9bn $3.9bn 0.37% Added +287.2k +287,164
3 JONES FINANCIAL COMPANIES LLLP 3.93% of their portfolio DES PERES, MO 14,033,58314.0m $3.4bn $3.4bn 3.93% Added +3.6m +3,555,020
4 Creative Planning 2.14% of their portfolio OVERLAND PARK, KS 8,274,8558.3m $2.0bn $2.0bn 2.14% Added +25.5k +25,496
5 MORGAN STANLEY 0.14% of their portfolio NEW YORK, NY 7,307,1387.3m $1.8bn $1.8bn 0.14% Reduced -14.3m -14,296,510
6 UBS Group AG 0.41% of their portfolio ZURICH, V8 5,466,3435.5m $1.3bn $1.3bn 0.41% Reduced -319.9k -319,901
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.27% of their portfolio MILWAUKEE, WI 5,298,2815.3m $1.3bn $1.3bn 1.27% Added +95.0k +94,950
8 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 4,278,6904.3m $1.0bn $1.0bn 0.04% Reduced -385.6k -385,618
9 RAYMOND JAMES & ASSOCIATES 0.62% of their portfolio ST PETERSBURG, FL 3,874,3423.9m $938.0m $938.0m 0.62% Added +60.2k +60,213
10 AMERIPRISE FINANCIAL INC 0.23% of their portfolio MINNEAPOLIS, MN 3,516,5373.5m $851.4m $851.4m 0.23% Reduced -169.1k -169,112
11 LPL Financial LLC 0.34% of their portfolio FORT MILL, SC 2,818,6342.8m $682.4m $682.4m 0.34% Reduced -203.2k -203,209
12 ENVESTNET ASSET MANAGEMENT INC 0.24% of their portfolio Berwyn, PA 2,814,7692.8m $681.5m $681.5m 0.24% Added +30.0k +30,019
13 PNC Financial Services Group, Inc. 0.38% of their portfolio Pittsburgh, PA 2,380,9412.4m $576.4m $576.4m 0.38% Reduced -70.3k -70,276
14 Raymond James Financial Services Advisors, Inc. 0.78% of their portfolio ST. PETERSBURG, FL 2,274,1752.3m $550.6m $550.6m 0.78% Added +221.8k +221,767
15 TIAA TRUST, NATIONAL ASSOCIATION 1.41% of their portfolio CHARLOTTE, NC 1,881,2811.9m $455.5m $455.5m 1.41% Reduced -71.5k -71,463
16 NATIXIS ADVISORS, LLC 0.93% of their portfolio Boston, MA 1,760,9911.8m $426.3m $426.3m 0.93% Added +290.0k +290,003
17 Bank of New York Mellon Corp 0.07% of their portfolio NEW YORK, NY 1,601,6381.6m $387.8m $387.8m 0.07% Added +14.9k +14,914
18 ROYAL BANK OF CANADA 0.08% of their portfolio TORONTO, A6 1,449,5721.4m $350.9m $350.9m 0.08% Reduced -36.9k -36,936
19 Mariner, LLC 0.59% of their portfolio Overland Park, KS 1,262,6351.3m $305.7m $305.7m 0.59% Added +89.7k +89,651
20 CIBC Private Wealth Group LLC 0.57% of their portfolio ATLANTA, GA 1,245,5381.2m $301.6m $301.6m 0.57% Added +22.9k +22,906
21 JMG Financial Group, Ltd. 11.22% of their portfolio DOWNERS GROVE, IL 1,241,6421.2m $300.6m $300.6m 11.22% Added +26.3k +26,299
22 Allworth Financial LP 1.98% of their portfolio FOLSOM, CA 1,238,4011.2m $307.3m $307.3m 1.98% Added +64.2k +64,154
23 COMMONWEALTH EQUITY SERVICES, LLC 0.47% of their portfolio WALTHAM, MA 1,225,1541.2m $296.6m $296.6m 0.47% Added +58.9k +58,947
24 FINANCIAL COUNSELORS INC 3.17% of their portfolio Overland Park, KS 814,310814.3k $197.1m $197.1m 3.17% Added +36.1k +36,132
25 Cetera Investment Advisers 0.41% of their portfolio SCHAUMBURG, IL 728,846728.8k $176.5m $176.5m 0.41% Added +33.0k +32,985
26 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 727,206727.2k $176.1m $176.1m 0.03% Added +2.8k +2,788
27 Clearstead Advisors, LLC 2.73% of their portfolio CLEVELAND, OH 661,446661.4k $160.1m $160.1m 2.73% Added +383.8k +383,800
28 HighTower Advisors, LLC 0.24% of their portfolio CHICAGO, IL 651,008651.0k $157.6m $157.6m 0.24% Reduced -11.6k -11,619
29 OSAIC HOLDINGS, INC. 0.37% of their portfolio SCOTTSDALE, AZ 638,470638.5k $154.7m $154.7m 0.37% Reduced -11.7k -11,746
30 Beacon Pointe Advisors, LLC 1.80% of their portfolio NEWPORT BEACH, CA 628,751628.8k $152.2m $152.2m 1.80% Reduced -8.1k -8,055
31 Nicholas Hoffman & Company, LLC. 7.00% of their portfolio ATLANTA, GA 616,881616.9k $149.3m $149.3m 7.00% Added +75.9k +75,892
32 Pathstone Holdings, LLC 0.65% of their portfolio ENGLEWOOD, NJ 594,740594.7k $144.0m $144.0m 0.65% Added +8.1k +8,076
33 STIFEL FINANCIAL CORP 0.15% of their portfolio ST. LOUIS, MO 559,009559.0k $135.3m $135.3m 0.15% Reduced -83.9k -83,906
34 TRUIST FINANCIAL CORP 0.21% of their portfolio CHARLOTTE, NC 556,060556.1k $134.6m $134.6m 0.21% Added +237.5k +237,518
35 Wealthspire Advisors, LLC 1.68% of their portfolio NEW YORK, NY 540,403540.4k $130.8m $130.8m 1.68% Reduced -8.3k -8,325
36 Baird Financial Group, Inc. 0.27% of their portfolio MILWAUKEE, WI 532,773532.8k $129.0m $129.0m 0.27% Reduced -2.1k -2,142
37 Cerity Partners LLC 0.35% of their portfolio NEW YORK, NY 526,740526.7k $127.7m $127.7m 0.35% Added +60.2k +60,164
38 MONETA GROUP INVESTMENT ADVISORS LLC 2.04% of their portfolio ST LOUIS, MO 526,535526.5k $127.5m $127.5m 2.04% Added +18.5k +18,543
39 First Command Advisory Services, Inc. 1.22% of their portfolio FORT WORTH, TX 484,807484.8k $117.4m $117.4m 1.22% Added +14.8k +14,794
40 FIFTH THIRD BANCORP 0.44% of their portfolio CINCINNATI, OH 478,098478.1k $115.7m $115.7m 0.44% Reduced -13.4k -13,353
41 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 473,565473.6k $115.6m $115.6m 0.03% Added +5.9k +5,902
42 MassMutual Private Wealth & Trust, FSB 3.47% of their portfolio Windsor, CT 472,848472.8k $114.5m $114.5m 3.47% Added +4.8k +4,847
43 MERCER GLOBAL ADVISORS INC /ADV 0.31% of their portfolio DENVER, CO 470,773470.8k $114.0m $114.0m 0.31% Added +42.7k +42,676
44 Cullen/Frost Bankers, Inc. 1.46% of their portfolio San Antonio, TX 415,819415.8k $100.7m $100.7m 1.46% Added +2.7k +2,692
45 Millburn Ridgefield LLC /DE/ 2.62% of their portfolio New York, NY 405,531405.5k $98.2m $98.2m 2.62% Added +19.5k +19,523
46 Catalyst Capital Advisors LLC 2.27% of their portfolio San Juan, PR 405,531405.5k $98.2m $98.2m 2.27% Added +19.5k +19,523
47 CAPTRUST FINANCIAL ADVISORS 0.31% of their portfolio RALEIGH, NC 396,391396.4k $96.0m $96.0m 0.31% Reduced -39.0k -38,999
48 Rockefeller Capital Management L.P. 0.27% of their portfolio NEW YORK, NY 395,347395.3k $95.7m $95.7m 0.27% Added +7.2k +7,200
49 Cresset Asset Management, LLC 0.39% of their portfolio Chicago, IL 382,775382.8k $93.0m $93.0m 0.39% Reduced -1.2k -1,192
50 Larson Financial Group LLC 6.24% of their portfolio ST LOUIS, MO 378,086378.1k $91.5m $91.5m 6.24% Reduced -11.6k -11,598
51 Simplicity Wealth,LLC 2.07% of their portfolio SUMMIT, NJ 377,659377.7k $91.4m $91.4m 2.07% Added +23.3k +23,259
52 Janney Montgomery Scott LLC 0.27% of their portfolio PHILADELPHIA, PA 367,697367.7k $89.0m $89.0m 0.27% Reduced -15.2k -15,156
53 Bleakley Financial Group, LLC 2.56% of their portfolio PARSIPPANY, NJ 365,916365.9k $88.6m $88.6m 2.56% Added +15.3k +15,290
54 1832 Asset Management L.P. 0.16% of their portfolio TORONTO, A6 365,148365.1k $88.4m $88.4m 0.16% Reduced -6.2k -6,242
55 Kestra Advisory Services, LLC 0.44% of their portfolio AUSTIN, TX 358,347358.3k $78.6m $78.6m 0.44% Added +105.7k +105,658
56 INVICTUS PRIVATE WEALTH, LLC 7.23% of their portfolio Denver, CO 355,825355.8k $86.1m $86.1m 7.23% Added +10.5k +10,457
57 Joel Isaacson & Co., LLC 4.47% of their portfolio NEW YORK, NY 351,912351.9k $85.2m $85.2m 4.47% Added +15.7k +15,672
58 MML INVESTORS SERVICES, LLC 0.33% of their portfolio SPRINGFIELD, MA 341,639341.6k $82.7m $82.7m 0.33% Added +1.9k +1,944
59 Financial Synergies Wealth Advisors, Inc. 10.95% of their portfolio HOUSTON, TX 335,696335.7k $81.3m $81.3m 10.95% Added +6.2k +6,187
60 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio Toronto, A6 334,594334.6k $81.0m $81.0m 0.08% Reduced -12.9k -12,871
61 FMR LLC 0.01% of their portfolio BOSTON, MA 330,047330.0k $79.9m $79.9m 0.01% Added +5.2k +5,161
62 Morningstar Investment Services LLC 0.85% of their portfolio CHICAGO, IL 322,343322.3k $78.1m $78.1m 0.85% Reduced -47.1k -47,104
63 CBIZ Investment Advisory Services, LLC 4.39% of their portfolio INDEPENDENCE, OH 322,192322.2k $78.0m $78.0m 4.39% Reduced -227.0k -227,009
64 Chicago Partners Investment Group LLC 3.10% of their portfolio CHICAGO, IL 320,565320.6k $80.2m $80.2m 3.10% Added +10.1k +10,126
65 ASSETMARK, INC 0.23% of their portfolio CONCORD, CA 313,337313.3k $75.9m $75.9m 0.23% Added +1.9k +1,877
66 Corient Private Wealth LP 0.12% of their portfolio MIAMI, FL 294,184294.2k $71.2m $71.2m 0.12% Added +14.0k +13,963
67 Cambridge Investment Research Advisors, Inc. 0.26% of their portfolio FAIRFIELD, IA 288,951289.0k $70.0m $70.0m 0.26% Reduced -12.5k -12,460
68 TRUSTMARK BANK TRUST DEPARTMENT 5.57% of their portfolio JACKSON, MS 286,689286.7k $69.4m $69.4m 5.57% Added +20.0k +20,021
69 Smithfield Trust Co 3.46% of their portfolio PITTSBURGH, PA 273,004273.0k $66.0m $66.0m 3.46% Reduced -7.5k -7,510
70 CENTRAL TRUST Co 1.62% of their portfolio JEFFERSON CITY, MO 272,665272.7k $66.0m $66.0m 1.62% Reduced -1.6k -1,626
71 OPPENHEIMER ASSET MANAGEMENT INC. 0.81% of their portfolio NEW YORK, NY 262,158262.2k $63.5m $63.5m 0.81% Added +21.6k +21,567
72 Nadler Financial Group, Inc. 7.43% of their portfolio DEERFIELD, IL 261,274261.3k $63.3m $63.3m 7.43% Added +5.2k +5,239
73 American Trust 5.06% of their portfolio LEXINGTON, KY 255,177255.2k $61.8m $61.8m 5.06% Added +96.3k +96,291
74 Equitable Holdings, Inc. 0.64% of their portfolio NEW YORK, NY 250,797250.8k $60.7m $60.7m 0.64% Added +12.7k +12,689
75 AXXCESS WEALTH MANAGEMENT, LLC 1.65% of their portfolio CARLSBAD, CA 249,729249.7k $60.5m $60.5m 1.65% Added +6.5k +6,459
76 PITTENGER & ANDERSON INC 2.46% of their portfolio LINCOLN, NE 247,758247.8k $60.0m $60.0m 2.46% Added +3.0k +2,971
77 COLDSTREAM CAPITAL MANAGEMENT INC 1.45% of their portfolio BELLEVUE, WA 245,878245.9k $59.5m $59.5m 1.45% Reduced -11.7k -11,684
78 Capital Asset Advisory Services LLC 3.05% of their portfolio Williamston, MI 232,586232.6k $56.2m $56.2m 3.05% Added +1.8k +1,807
79 Strategic Financial Concepts, LLC 0.00% of their portfolio SAN ANTONIO, TX 232,523232.5k $2.1k $2.1k 0.00% New
80 Northwest Quadrant Wealth Management, LLC 13.40% of their portfolio BEND, OR 224,880224.9k $54.4m $54.4m 13.40% Added +1.3k +1,308
81 NewEdge Advisors, LLC 0.40% of their portfolio NEW ORLEANS, LA 224,395224.4k $54.3m $54.3m 0.40% Added +22.0k +22,034
82 PEAPACK GLADSTONE FINANCIAL CORP 0.81% of their portfolio BEDMINSTER, NJ 217,920217.9k $52.8m $52.8m 0.81% Added +3.4k +3,441
83 Private Advisor Group, LLC 0.35% of their portfolio MORRISTOWN, NJ 214,702214.7k $52.0m $52.0m 0.35% Added +934 +934
84 National Philanthropic Trust 0.97% of their portfolio Jenkintown, PA 210,440210.4k $50.9m $50.9m 0.97% Reduced -22.6k -22,599
85 Connecticut Wealth Management, LLC 2.53% of their portfolio FARMINGTON, CT 202,349202.3k $49.0m $49.0m 2.53% Reduced -933 -933
86 COMERICA BANK 0.20% of their portfolio DALLAS, TX 199,380199.4k $48.3m $48.3m 0.20% Reduced -928 -928
87 SilverOak Wealth Management LLC 11.23% of their portfolio Edina, MN 193,188193.2k $46.8m $46.8m 11.23% Added +3.1k +3,115
88 Schneider Downs Wealth Management Advisors, LP 10.25% of their portfolio Pittsburgh, PA 190,365190.4k $46.1m $46.1m 10.25% Added +15.9k +15,859
89 Venture Visionary Partners LLC 2.11% of their portfolio Sylvania, OH 189,555189.6k $45.9m $45.9m 2.11% Added +271 +271
90 New York Life Investment Management LLC 0.44% of their portfolio New York, NY 180,850180.8k $43.8m $43.8m 0.44% Added +43.8k +43,762
91 BESSEMER GROUP INC 0.07% of their portfolio WOODBRIDGE, NJ 174,365174.4k $42.2m $42.2m 0.07% Added +2.4k +2,366
92 Fulcrum Capital LLC 9.50% of their portfolio SEATTLE, WA 172,252172.3k $41.7m $41.7m 9.50% Added +5.0k +5,003
93 ARKANSAS FINANCIAL GROUP, INC. 7.38% of their portfolio LITTLE ROCK, AR 171,200171.2k $41.4m $41.4m 7.38% Added +54 +54
94 US BANCORP \DE\ 0.06% of their portfolio MINNEAPOLIS, MN 169,254169.3k $41.0m $41.0m 0.06% Reduced -26.9k -26,914
95 BOK Financial Private Wealth, Inc. 2.95% of their portfolio DENVER, CO 167,230167.2k $40.6m $40.6m 2.95% Reduced -5.8k -5,815
96 OAK HILL WEALTH ADVISORS, LLC 12.16% of their portfolio LANSDOWNE, VA 165,677165.7k $40.1m $40.1m 12.16% New
97 LEAVELL INVESTMENT MANAGEMENT, INC. 2.21% of their portfolio MOBILE, AL 165,022165.0k $40.1m $40.1m 2.21% Added +2.3k +2,322
98 Perkins Coie Trust Co 9.06% of their portfolio SEATTLE, WA 160,908160.9k $39.0m $39.0m 9.06% Reduced -1.3k -1,321
99 TCV Trust & Wealth Management, Inc. 3.71% of their portfolio RICHMOND, VA 160,718160.7k $38.9m $38.9m 3.71% Reduced -1.2k -1,182
100 CITIZENS FINANCIAL GROUP INC/RI 0.86% of their portfolio PROVIDENCE, RI 159,800159.8k $38.8m $38.8m 0.86% Added +154.4k +154,372