Vault-13

VANGUARD INDEX FDS VO

MID CAP ETF · ETP · CUSIP 922908629

2,142 institutional holders +206 vs Q3 2024
177,348,654177.3m shares reported held*
$46.9bnreported value*
93 new 883 added 652 reduced 59 sold out net bought ≈ $1.2bn (+4.0m 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 ($40.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $264.33. Options: 3 managers hold calls ($14.3m notional), 3 hold puts ($3.9m).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 22: 1,506Q4 22: 1,621Q1 23: 1,621Q2 23: 1,657Q3 23: 1,656Q4 23: 1,835Q1 24: 1,868Q2 24: 1,889Q3 24: 1,936Q4 24: 2,1422,142Q3 22Q1 23Q3 23Q1 24Q3 24Q4 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
Q3 20241,936
Q4 20242,142

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ1 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 24Q3 24: 966 bought or addedQ3 24: 683 cut or sold outQ4 24: 976 bought or addedQ4 24: 711 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 2023777637
Q2 2023805621
Q3 2023841609
Q4 2023881646
Q1 2024902717
Q2 2024808764
Q3 2024966683
Q4 2024976711

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ1 24 calls: $55.7mQ1 24 puts: $50.9mQ1 24P/C 0.91Q2 24 calls: $13.9mQ2 24 puts: $5.7mQ2 24P/C 0.41Q3 24 calls: $14.8mQ3 24 puts: $24.1mQ3 24P/C 1.63Q4 24 calls: $14.3mQ4 24 puts: $3.9mQ4 24P/C 0.27
Numbers
QuarterCallsPutsP/C
Q1 2024$55.7m$50.9m0.91
Q2 2024$13.9m$5.7m0.41
Q3 2024$14.8m$24.1m1.63
Q4 2024$14.3m$3.9m0.27

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +2,965,961+3.0m
BANK OF AMERICA CORP /DE/ Added +484,602+484.6k
Choate Investment Advisors Added +422,294+422.3k
MORGAN STANLEY Added +302,028+302.0k
NATIXIS ADVISORS, LLC Added +236,111+236.1k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +196,187+196.2k
MERCER GLOBAL ADVISORS INC /ADV Added +151,307+151.3k
LPL Financial LLC Added +146,261+146.3k
Quadrature Capital Ltd New +116,700+116.7k
WELLS FARGO & COMPANY/MN Added +113,067+113.1k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,900,445-1.9m
Focus Partners Wealth Reduced -399,289-399.3k
Morningstar Investment Services LLC Reduced -279,855-279.9k
Connecticut Wealth Management, LLC Sold out -202,256-202.3k
BNP PARIBAS FINANCIAL MARKETS Reduced -197,620-197.6k
AMERIPRISE FINANCIAL INC Reduced -109,565-109.6k
TIAA TRUST, NATIONAL ASSOCIATION Reduced -101,009-101.0k
Creative Planning Reduced -93,399-93.4k
Mesirow Financial Investment Management, Inc. Reduced -83,425-83.4k
Corient Private Wealth LP Reduced -64,092-64.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $12.4m47.1k shares
JANE STREET GROUP, LLC Reduced $1.0m3.8k shares
CITADEL ADVISORS LLC Added $898.0k3.4k shares

Biggest puts

CITADEL ADVISORS LLC Added $1.6m5.9k shares
BANK OF AMERICA CORP /DE/ Added $1.4m5.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $977.3k3.7k 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, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 1.42% of their portfolio SAN FRANCISCO, CA 22,395,76122.4m $5.9bn $5.9bn 1.42% Added +113.1k +113,067
2 JONES FINANCIAL COMPANIES LLLP 4.38% of their portfolio DES PERES, MO 17,440,37917.4m $4.6bn $4.6bn 4.38% Added +3.0m +2,965,961
3 BANK OF AMERICA CORP /DE/ 0.40% of their portfolio CHARLOTTE, NC 16,558,67016.6m $4.4bn $4.4bn 0.40% Added +484.6k +484,602
4 Creative Planning 2.08% of their portfolio OVERLAND PARK, KS 8,086,6718.1m $2.1bn $2.1bn 2.08% Reduced -93.4k -93,399
5 MORGAN STANLEY 0.14% of their portfolio NEW YORK, NY 7,673,8287.7m $2.0bn $2.0bn 0.14% Added +302.0k +302,028
6 RAYMOND JAMES FINANCIAL INC 0.59% of their portfolio ST. PETERSBURG, FL 6,061,6096.1m $1.6bn $1.6bn 0.59% First filing
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.29% of their portfolio MILWAUKEE, WI 5,792,4735.8m $1.5bn $1.5bn 1.29% Added +196.2k +196,187
8 UBS Group AG 0.33% of their portfolio ZURICH, V8 5,562,6555.6m $1.5bn $1.5bn 0.33% Added +67.6k +67,613
9 AMERIPRISE FINANCIAL INC 0.23% of their portfolio MINNEAPOLIS, MN 3,393,6593.4m $896.0m $896.0m 0.23% Reduced -109.6k -109,565
10 LPL Financial LLC 0.33% of their portfolio FORT MILL, SC 3,035,2283.0m $801.7m $801.7m 0.33% Added +146.3k +146,261
11 ENVESTNET ASSET MANAGEMENT INC 0.24% of their portfolio Berwyn, PA 2,779,8912.8m $734.3m $734.3m 0.24% Reduced -31.5k -31,489
12 PNC Financial Services Group, Inc. 0.42% of their portfolio Pittsburgh, PA 2,375,8512.4m $627.5m $627.5m 0.42% Added +5.6k +5,645
13 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 2,306,7792.3m $609.3m $609.3m 0.05% Reduced -1.9m -1,900,445
14 NATIXIS ADVISORS, LLC 1.08% of their portfolio Boston, MA 2,180,9972.2m $576.1m $576.1m 1.08% Added +236.1k +236,111
15 TIAA TRUST, NATIONAL ASSOCIATION 1.39% of their portfolio CHARLOTTE, NC 1,729,4651.7m $456.8m $456.8m 1.39% Reduced -101.0k -101,009
16 ROYAL BANK OF CANADA 0.09% of their portfolio TORONTO, A6 1,541,1871.5m $407.1m $407.1m 0.09% Added +57.7k +57,743
17 Mariner, LLC 0.62% of their portfolio Overland Park, KS 1,399,2631.4m $369.6m $369.6m 0.62% Added +54.3k +54,341
18 Allworth Financial LP 2.08% of their portfolio FOLSOM, CA 1,368,5941.4m $378.7m $378.7m 2.08% Added +91.9k +91,860
19 JMG Financial Group, Ltd. 11.74% of their portfolio DOWNERS GROVE, IL 1,303,5181.3m $344.3m $344.3m 11.74% Added +23.1k +23,072
20 CIBC Private Wealth Group LLC 0.62% of their portfolio ATLANTA, GA 1,276,1741.3m $340.0m $340.0m 0.62% Added +37.3k +37,343
21 COMMONWEALTH EQUITY SERVICES, LLC 0.49% of their portfolio WALTHAM, MA 1,269,9961.3m $335.4m $335.4m 0.49% Added +16.1k +16,150
22 Border to Coast Pensions Partnership Ltd 6.26% of their portfolio LEEDS, X0 1,210,1501.2m $319.4m $319.4m 6.26% Added +40.2k +40,242
23 FINANCIAL COUNSELORS INC 3.38% of their portfolio Overland Park, KS 877,652877.7k $231.8m $231.8m 3.38% Added +45.5k +45,485
24 Cetera Investment Advisers 0.42% of their portfolio SCHAUMBURG, IL 762,556762.6k $201.4m $201.4m 0.42% Added +7.0k +7,019
25 Nicholas Hoffman & Company, LLC. 7.88% of their portfolio ATLANTA, GA 746,133746.1k $197.1m $197.1m 7.88% Added +77.7k +77,719
26 BNP PARIBAS FINANCIAL MARKETS 0.15% of their portfolio PARIS, I0 741,904741.9k $196.0m $196.0m 0.15% Reduced -197.6k -197,620
27 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 722,217722.2k $190.8m $190.8m 0.04% Reduced -14.7k -14,698
28 Cerity Partners LLC 0.41% of their portfolio NEW YORK, NY 721,597721.6k $190.6m $190.6m 0.41% Added +46.5k +46,519
29 Clearstead Advisors, LLC 2.78% of their portfolio CLEVELAND, OH 690,637690.6k $182.4m $182.4m 2.78% Added +15.0k +15,023
30 HighTower Advisors, LLC 0.25% of their portfolio CHICAGO, IL 688,410688.4k $181.8m $181.8m 0.25% Added +45.4k +45,380
31 Bank of New York Mellon Corp 0.03% of their portfolio NEW YORK, NY 665,513665.5k $175.8m $175.8m 0.03% Reduced -18.2k -18,234
32 MERCER GLOBAL ADVISORS INC /ADV 0.42% of their portfolio DENVER, CO 659,318659.3k $174.1m $174.1m 0.42% Added +151.3k +151,307
33 Beacon Pointe Advisors, LLC 1.84% of their portfolio NEWPORT BEACH, CA 628,371628.4k $166.0m $166.0m 1.84% Added +1.8k +1,782
34 OSAIC HOLDINGS, INC. 0.36% of their portfolio SCOTTSDALE, AZ 603,616603.6k $159.5m $159.5m 0.36% Added +5.9k +5,937
35 BANK OF MONTREAL /CAN/ 0.08% of their portfolio TORONTO, A6 601,123601.1k $158.8m $158.8m 0.08% Added +110.1k +110,107
36 STIFEL FINANCIAL CORP 0.16% of their portfolio ST. LOUIS, MO 574,132574.1k $151.7m $151.7m 0.16% Added +8.9k +8,900
37 Pathstone Holdings, LLC 0.67% of their portfolio ENGLEWOOD, NJ 572,925572.9k $151.3m $151.3m 0.67% Reduced -25.2k -25,236
38 MONETA GROUP INVESTMENT ADVISORS LLC 2.08% of their portfolio ST LOUIS, MO 562,903562.9k $148.7m $148.7m 2.08% Added +12.6k +12,601
39 Wealthspire Advisors, LLC 1.46% of their portfolio NEW YORK, NY 557,214557.2k $147.2m $147.2m 1.46% Added +6.1k +6,087
40 TRUIST FINANCIAL CORP 0.22% of their portfolio CHARLOTTE, NC 537,265537.3k $141.9m $141.9m 0.22% Added +2.4k +2,403
41 First Command Advisory Services, Inc. 1.29% of their portfolio FORT WORTH, TX 516,951517.0k $136.5m $136.5m 1.29% Added +15.7k +15,678
42 MassMutual Private Wealth & Trust, FSB 3.83% of their portfolio Windsor, CT 516,587516.6k $136.4m $136.4m 3.83% Added +30.3k +30,342
43 Baird Financial Group, Inc. 0.26% of their portfolio MILWAUKEE, WI 513,209513.2k $135.6m $135.6m 0.26% Added +17.4k +17,412
44 Rockefeller Capital Management L.P. 0.33% of their portfolio NEW YORK, NY 481,904481.9k $127.3m $127.3m 0.33% Added +72.8k +72,758
45 FIFTH THIRD BANCORP 0.43% of their portfolio CINCINNATI, OH 449,225449.2k $118.7m $118.7m 0.43% Reduced -17.8k -17,753
46 Choate Investment Advisors 2.72% of their portfolio BOSTON, MA 428,294428.3k $113.1m $113.1m 2.72% Added +422.3k +422,294
47 1832 Asset Management L.P. 0.20% of their portfolio TORONTO, A6 421,615421.6k $111.4m $111.4m 0.20% Added +63.6k +63,579
48 Millburn Ridgefield LLC /DE/ 2.68% of their portfolio New York, NY 405,078405.1k $107.0m $107.0m 2.68% Added +20.6k +20,624
49 Catalyst Capital Advisors LLC 2.28% of their portfolio San Juan, PR 405,078405.1k $107.0m $107.0m 2.28% Added +20.6k +20,624
50 Cullen/Frost Bankers, Inc. 1.46% of their portfolio San Antonio, TX 403,082403.1k $106.5m $106.5m 1.46% Added +4.2k +4,189
51 CAPTRUST FINANCIAL ADVISORS 0.27% of their portfolio RALEIGH, NC 393,897393.9k $93.9m $93.9m 0.27% Reduced -20.2k -20,188
52 Joel Isaacson & Co., LLC 4.54% of their portfolio NEW YORK, NY 381,640381.6k $100.8m $100.8m 4.54% Added +17.8k +17,786
53 INVICTUS PRIVATE WEALTH, LLC 7.48% of their portfolio Denver, CO 372,513372.5k $98.4m $98.4m 7.48% Added +9.4k +9,407
54 Cresset Asset Management, LLC 0.47% of their portfolio Chicago, IL 370,770370.8k $97.9m $97.9m 0.47% Reduced -4.3k -4,324
55 Janney Montgomery Scott LLC 0.27% of their portfolio PHILADELPHIA, PA 365,820365.8k $96.6m $96.6m 0.27% Reduced -2.5k -2,481
56 Corient Private Wealth LP 0.13% of their portfolio MIAMI, FL 358,363358.4k $76.8m $76.8m 0.13% Reduced -64.1k -64,092
57 FMR LLC 0.01% of their portfolio BOSTON, MA 351,475351.5k $92.8m $92.8m 0.01% Added +10.6k +10,552
58 Financial Synergies Wealth Advisors, Inc. 11.45% of their portfolio HOUSTON, TX 349,608349.6k $92.3m $92.3m 11.45% Added +4.6k +4,611
59 ASSETMARK, INC 0.25% of their portfolio CONCORD, CA 341,677341.7k $90.2m $90.2m 0.25% Added +24.2k +24,243
60 Chicago Partners Investment Group LLC 2.99% of their portfolio CHICAGO, IL 337,185337.2k $89.8m $89.8m 2.99% Added +6.1k +6,144
61 MML INVESTORS SERVICES, LLC 0.31% of their portfolio SPRINGFIELD, MA 337,075337.1k $89.0m $89.0m 0.31% Reduced -563 -563
62 CBIZ Investment Advisory Services, LLC 4.39% of their portfolio INDEPENDENCE, OH 332,760332.8k $87.9m $87.9m 4.39% Added +3.9k +3,884
63 TRUSTMARK BANK TRUST DEPARTMENT 6.45% of their portfolio JACKSON, MS 328,840328.8k $86.9m $86.9m 6.45% Added +25.7k +25,746
64 Larson Financial Group LLC 4.46% of their portfolio ST LOUIS, MO 325,661325.7k $86.0m $86.0m 4.46% Reduced -31.7k -31,720
65 Bleakley Financial Group, LLC 2.57% of their portfolio PARSIPPANY, NJ 323,802323.8k $85.5m $85.5m 2.57% Reduced -45.1k -45,052
66 National Philanthropic Trust 1.14% of their portfolio Jenkintown, PA 298,302298.3k $78.8m $78.8m 1.14% Added +35.1k +35,099
67 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.07% of their portfolio Toronto, A6 289,423289.4k $76.4m $76.4m 0.07% Reduced -22.2k -22,163
68 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 282,184282.2k $74.5m $74.5m 0.25% Added +2.0k +1,973
69 Equitable Holdings, Inc. 0.71% of their portfolio NEW YORK, NY 281,926281.9k $74.5m $74.5m 0.71% Added +11.8k +11,810
70 Kestra Advisory Services, LLC 0.39% of their portfolio AUSTIN, TX 268,106268.1k $70.8m $70.8m 0.39% Reduced -54.9k -54,912
71 CENTRAL TRUST Co 1.73% of their portfolio JEFFERSON CITY, MO 267,972268.0k $70.8m $70.8m 1.73% Reduced -449 -449
72 Nadler Financial Group, Inc. 7.41% of their portfolio DEERFIELD, IL 266,178266.2k $70.3m $70.3m 7.41% Added +2.4k +2,403
73 NewEdge Advisors, LLC 0.42% of their portfolio NEW ORLEANS, LA 265,465265.5k $70.1m $70.1m 0.42% Added +35.1k +35,113
74 OPPENHEIMER ASSET MANAGEMENT INC. 0.85% of their portfolio NEW YORK, NY 263,283263.3k $69.5m $69.5m 0.85% Added +5.7k +5,666
75 PITTENGER & ANDERSON INC 2.48% of their portfolio LINCOLN, NE 258,987259.0k $68.4m $68.4m 2.48% Added +4.6k +4,611
76 Smithfield Trust Co 3.40% of their portfolio PITTSBURGH, PA 258,286258.3k $68.2m $68.2m 3.40% Reduced -5.0k -4,959
77 AXXCESS WEALTH MANAGEMENT, LLC 1.66% of their portfolio CARLSBAD, CA 253,457253.5k $66.9m $66.9m 1.66% Added +277 +277
78 Capital Asset Advisory Services LLC 3.11% of their portfolio Williamston, MI 236,267236.3k $63.1m $63.1m 3.11% Reduced -164 -164
79 Northwest Quadrant Wealth Management, LLC 13.64% of their portfolio BEND, OR 227,059227.1k $60.0m $60.0m 13.64% Added +1.2k +1,212
80 PEAPACK GLADSTONE FINANCIAL CORP 0.84% of their portfolio BEDMINSTER, NJ 220,359220.4k $58.2m $58.2m 0.84% Added +547 +547
81 American Trust 4.40% of their portfolio LEXINGTON, KY 218,969219.0k $57.8m $57.8m 4.40% Reduced -15.8k -15,799
82 Schneider Downs Wealth Management Advisors, LP 10.80% of their portfolio Pittsburgh, PA 217,378217.4k $57.4m $57.4m 10.80% Added +18.8k +18,826
83 Private Advisor Group, LLC 0.31% of their portfolio MORRISTOWN, NJ 208,700208.7k $55.1m $55.1m 0.31% Reduced -2.1k -2,108
84 Focus Partners Wealth 0.08% of their portfolio ST LOUIS, MO 204,565204.6k $64.1m $64.1m 0.08% Reduced -399.3k -399,289
85 COLDSTREAM CAPITAL MANAGEMENT INC 1.14% of their portfolio BELLEVUE, WA 203,003203.0k $53.6m $53.6m 1.14% Reduced -54.0k -54,046
86 PDS Planning, Inc 4.75% of their portfolio DUBLIN, OH 202,609202.6k $53.5m $53.5m 4.75% Added +3.2k +3,198
87 SilverOak Wealth Management LLC 11.51% of their portfolio Edina, MN 202,512202.5k $53.5m $53.5m 11.51% Added +6.1k +6,055
88 COMERICA BANK 0.21% of their portfolio DALLAS, TX 198,011198.0k $52.3m $52.3m 0.21% Added +3.9k +3,866
89 Venture Visionary Partners LLC 2.22% of their portfolio Sylvania, OH 197,905197.9k $52.3m $52.3m 2.22% Added +4.6k +4,602
90 CX Institutional 2.07% of their portfolio AUBURN, IN 197,104197.1k $52.1m $52.1m 2.07% Added +49.1k +49,069
91 CITIZENS FINANCIAL GROUP INC/RI 1.00% of their portfolio PROVIDENCE, RI 193,475193.5k $51.1m $51.1m 1.00% Added +12.4k +12,397
92 New York Life Investment Management LLC 0.49% of their portfolio New York, NY 189,376189.4k $50.0m $50.0m 0.49% Reduced -6.5k -6,468
93 Fulcrum Capital LLC 9.96% of their portfolio SEATTLE, WA 180,152180.2k $47.6m $47.6m 9.96% Added +3.8k +3,827
94 Pine Ridge Advisers LLC 4.17% of their portfolio NEW YORK, NY 177,662177.7k $46.9m $46.9m 4.17% Added +53.3k +53,300
95 LEAVELL INVESTMENT MANAGEMENT, INC. 2.28% of their portfolio MOBILE, AL 175,807175.8k $46.4m $46.4m 2.28% Added +3.2k +3,247
96 STEPHENS INC /AR/ 0.64% of their portfolio LITTLE ROCK, AR 173,104173.1k $45.7m $45.7m 0.64% Added +53.8k +53,767
97 &PARTNERS 0.55% of their portfolio NASHVILLE, TN 171,929171.9k $45.8m $45.8m 0.55% Added +59.8k +59,802
98 BESSEMER GROUP INC 0.07% of their portfolio WOODBRIDGE, NJ 170,310170.3k $45.0m $45.0m 0.07% Reduced -6.3k -6,317
99 Sanctuary Advisors, LLC 0.30% of their portfolio INDIANAPOLIS, IN 168,724168.7k $46.9m $46.9m 0.30% Added +7.1k +7,075
100 Arax Advisory Partners 2.75% of their portfolio NEW YORK, NY 165,493165.5k $43.7m $43.7m 2.75% Added +57.0k +57,041