Vault-13

VANGUARD INDEX FDS VO

MID CAP ETF · ETP · CUSIP 922908629

2,130 institutional holders -12 vs Q4 2024
184,497,749184.5m shares reported held*
$47.6bnreported value*
111 new 964 added 735 reduced 103 sold out net bought ≈ $2.0bn (+8.0m 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 ($41.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $258.10. Options: 3 managers hold calls ($17.7m notional), 6 hold puts ($5.9m).

Trends to Q1 2025

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: 2,142Q1 25: 2,1302,130Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
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
Q1 20252,130

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ2 23: 805 bought or addedQ2 23: 621 cut or sold outQ3 23: 841 bought or addedQ3 23: 609 cut or sold outQ3 23Q4 23: 881 bought or addedQ4 23: 646 cut or sold outQ1 24: 902 bought or addedQ1 24: 717 cut or sold outQ1 24Q2 24: 808 bought or addedQ2 24: 764 cut or sold outQ3 24: 966 bought or addedQ3 24: 683 cut or sold outQ3 24Q4 24: 976 bought or addedQ4 24: 711 cut or sold outQ1 25: 1,075 bought or addedQ1 25: 838 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023805621
Q3 2023841609
Q4 2023881646
Q1 2024902717
Q2 2024808764
Q3 2024966683
Q4 2024976711
Q1 20251,075838

Calls vs puts

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

CallsPuts
$0$10m$20m$30mQ2 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 0.27Q1 25 calls: $17.7mQ1 25 puts: $5.9mQ1 25P/C 0.33
Numbers
QuarterCallsPutsP/C
Q2 2024$13.9m$5.7m0.41
Q3 2024$14.8m$24.1m1.63
Q4 2024$14.3m$3.9m0.27
Q1 2025$17.7m$5.9m0.33

Biggest buyers

WELLS FARGO & COMPANY/MN Added +1,566,734+1.6m
JONES FINANCIAL COMPANIES LLLP Added +912,514+912.5k
Kestra Investment Management, LLC Added +724,465+724.5k
Wealthspire Advisors, LLC Added +561,872+561.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +458,676+458.7k
ENVESTNET ASSET MANAGEMENT INC Added +403,326+403.3k
Bank of New York Mellon Corp Added +384,888+384.9k
MORGAN STANLEY Added +357,679+357.7k
CIBC Private Wealth Group LLC Added +321,778+321.8k
NATIXIS ADVISORS, LLC Added +246,944+246.9k

Biggest sellers

American Trust Sold out -218,969-219.0k
Starr Indemnity & Liability Co Sold out -140,160-140.2k
Quadrature Capital Ltd Sold out -116,700-116.7k
C V STARR & CO INC Sold out -87,465-87.5k
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Reduced -82,336-82.3k
Empower Advisory Group, LLC Reduced -81,973-82.0k
Independent Advisor Alliance Reduced -80,621-80.6k
LPL Financial LLC Reduced -64,787-64.8k
Focus Partners Wealth Reduced -63,870-63.9k
Thrivent Financial for Lutherans Reduced -62,203-62.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $15.1m58.4k shares
JANE STREET GROUP, LLC Added $1.7m6.5k shares
CITADEL ADVISORS LLC Added $931.0k3.6k shares

Biggest puts

BANK OF AMERICA CORP /DE/ Added $2.9m11.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.6m6.1k shares
CITADEL ADVISORS LLC Reduced $931.0k3.6k shares
JANE STREET GROUP, LLC New $258.6k1.0k shares
McKinley Carter Wealth Services, Inc. New $232.8k900 shares
Quaker Wealth Management, LLC First filing $10.3k40 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 WELLS FARGO & COMPANY/MN 1.49% of their portfolio SAN FRANCISCO, CA 23,962,49524.0m $6.2bn $6.2bn 1.49% Added +1.6m +1,566,734
2 JONES FINANCIAL COMPANIES LLLP 4.23% of their portfolio DES PERES, MO 18,352,89318.4m $4.7bn $4.7bn 4.23% Added +912.5k +912,514
3 BANK OF AMERICA CORP /DE/ 0.38% of their portfolio CHARLOTTE, NC 16,625,84516.6m $4.3bn $4.3bn 0.38% Added +67.2k +67,175
4 Creative Planning 2.00% of their portfolio OVERLAND PARK, KS 8,212,0028.2m $2.1bn $2.1bn 2.00% Added +125.3k +125,331
5 MORGAN STANLEY 0.15% of their portfolio NEW YORK, NY 8,031,5078.0m $2.1bn $2.1bn 0.15% Added +357.7k +357,679
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.32% of their portfolio MILWAUKEE, WI 6,251,1496.3m $1.6bn $1.6bn 1.32% Added +458.7k +458,676
7 RAYMOND JAMES FINANCIAL INC 0.60% of their portfolio ST. PETERSBURG, FL 6,186,0616.2m $1.6bn $1.6bn 0.60% Added +124.5k +124,452
8 UBS Group AG 0.32% of their portfolio ZURICH, V8 5,624,0335.6m $1.5bn $1.5bn 0.32% Added +61.4k +61,378
9 AMERIPRISE FINANCIAL INC 0.24% of their portfolio MINNEAPOLIS, MN 3,388,5603.4m $876.3m $876.3m 0.24% Reduced -5.1k -5,099
10 ENVESTNET ASSET MANAGEMENT INC 0.27% of their portfolio Berwyn, PA 3,183,2173.2m $823.2m $823.2m 0.27% Added +403.3k +403,326
11 LPL Financial LLC 0.30% of their portfolio FORT MILL, SC 2,970,4413.0m $768.2m $768.2m 0.30% Reduced -64.8k -64,787
12 NATIXIS ADVISORS, LLC 1.16% of their portfolio Boston, MA 2,427,9412.4m $627.9m $627.9m 1.16% Added +246.9k +246,944
13 PNC Financial Services Group, Inc. 0.32% of their portfolio Pittsburgh, PA 2,352,1542.4m $608.3m $608.3m 0.32% Reduced -23.7k -23,697
14 JPMORGAN CHASE & CO 0.05% of their portfolio NEW YORK, NY 2,299,1842.3m $594.6m $594.6m 0.05% Reduced -7.6k -7,595
15 TIAA TRUST, NATIONAL ASSOCIATION 1.35% of their portfolio CHARLOTTE, NC 1,676,4861.7m $433.6m $433.6m 1.35% Reduced -53.0k -52,979
16 CIBC Private Wealth Group LLC 0.77% of their portfolio ATLANTA, GA 1,597,9521.6m $365.2m $365.2m 0.77% Added +321.8k +321,778
17 Mariner, LLC 0.67% of their portfolio Overland Park, KS 1,548,7501.5m $400.5m $400.5m 0.67% Added +149.5k +149,487
18 ROYAL BANK OF CANADA 0.09% of their portfolio TORONTO, A6 1,540,4561.5m $398.4m $398.4m 0.09% Reduced -731 -731
19 Allworth Financial LP 2.00% of their portfolio FOLSOM, CA 1,397,8851.4m $355.1m $355.1m 2.00% Added +29.3k +29,291
20 JMG Financial Group, Ltd. 11.73% of their portfolio DOWNERS GROVE, IL 1,345,2361.3m $347.9m $347.9m 11.73% Added +41.7k +41,718
21 COMMONWEALTH EQUITY SERVICES, LLC 0.45% of their portfolio WALTHAM, MA 1,229,0641.2m $317.9m $317.9m 0.45% Reduced -40.9k -40,932
22 Border to Coast Pensions Partnership Ltd 6.41% of their portfolio LEEDS, X0 1,210,1501.2m $313.0m $313.0m 6.41% Unchanged
23 Wealthspire Advisors, LLC 1.73% of their portfolio NEW YORK, NY 1,119,0861.1m $289.4m $289.4m 1.73% Added +561.9k +561,872
24 Bank of New York Mellon Corp 0.05% of their portfolio NEW YORK, NY 1,050,4011.1m $271.7m $271.7m 0.05% Added +384.9k +384,888
25 HighTower Advisors, LLC 0.31% of their portfolio CHICAGO, IL 878,631878.6k $227.2m $227.2m 0.31% Added +190.2k +190,221
26 Kestra Investment Management, LLC 3.90% of their portfolio AUSTIN, TX 874,598874.6k $226.2m $226.2m 3.90% Added +724.5k +724,465
27 FINANCIAL COUNSELORS INC 3.42% of their portfolio Overland Park, KS 872,371872.4k $225.6m $225.6m 3.42% Reduced -5.3k -5,281
28 Nicholas Hoffman & Company, LLC. 8.46% of their portfolio ATLANTA, GA 860,276860.3k $222.5m $222.5m 8.46% Added +114.1k +114,143
29 Cetera Investment Advisers 0.40% of their portfolio SCHAUMBURG, IL 796,005796.0k $205.9m $205.9m 0.40% Added +33.4k +33,449
30 Cerity Partners LLC 0.42% of their portfolio NEW YORK, NY 792,549792.5k $205.0m $205.0m 0.42% Added +71.0k +70,952
31 MERCER GLOBAL ADVISORS INC /ADV 0.43% of their portfolio DENVER, CO 723,746723.7k $186.1m $186.1m 0.43% Added +64.4k +64,428
32 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 719,998720.0k $186.2m $186.2m 0.04% Reduced -2.2k -2,219
33 Clearstead Advisors, LLC 2.76% of their portfolio CLEVELAND, OH 686,349686.3k $177.5m $177.5m 2.76% Reduced -4.3k -4,288
34 OSAIC HOLDINGS, INC. 0.39% of their portfolio SCOTTSDALE, AZ 683,040683.0k $176.8m $176.8m 0.39% Added +79.4k +79,424
35 BANK OF MONTREAL /CAN/ 0.09% of their portfolio TORONTO, A6 654,453654.5k $169.3m $169.3m 0.09% Added +53.3k +53,330
36 MONETA GROUP INVESTMENT ADVISORS LLC 2.33% of their portfolio ST LOUIS, MO 653,396653.4k $169.0m $169.0m 2.33% Added +90.5k +90,493
37 STIFEL FINANCIAL CORP 0.17% of their portfolio ST. LOUIS, MO 617,119617.1k $159.6m $159.6m 0.17% Added +43.0k +42,987
38 Beacon Pointe Advisors, LLC 1.76% of their portfolio NEWPORT BEACH, CA 603,446603.4k $156.1m $156.1m 1.76% Reduced -24.9k -24,925
39 Pathstone Holdings, LLC 0.67% of their portfolio ENGLEWOOD, NJ 600,978601.0k $155.4m $155.4m 0.67% Added +28.1k +28,053
40 TRUIST FINANCIAL CORP 0.23% of their portfolio CHARLOTTE, NC 562,717562.7k $145.5m $145.5m 0.23% Added +25.5k +25,452
41 First Command Advisory Services, Inc. 1.35% of their portfolio FORT WORTH, TX 545,449545.4k $141.1m $141.1m 1.35% Added +28.5k +28,498
42 Baird Financial Group, Inc. 0.27% of their portfolio MILWAUKEE, WI 533,749533.7k $138.0m $138.0m 0.27% Added +20.5k +20,540
43 MassMutual Private Wealth & Trust, FSB 3.87% of their portfolio Windsor, CT 516,860516.9k $133.7m $133.7m 3.87% Added +273 +273
44 Rockefeller Capital Management L.P. 0.32% of their portfolio NEW YORK, NY 505,380505.4k $130.7m $130.7m 0.32% Added +23.5k +23,476
45 1832 Asset Management L.P. 0.21% of their portfolio TORONTO, A6 434,790434.8k $112.4m $112.4m 0.21% Added +13.2k +13,175
46 FIFTH THIRD BANCORP 0.43% of their portfolio CINCINNATI, OH 433,459433.5k $112.1m $112.1m 0.43% Reduced -15.8k -15,766
47 Choate Investment Advisors 2.66% of their portfolio BOSTON, MA 414,627414.6k $107.2m $107.2m 2.66% Reduced -13.7k -13,667
48 Cullen/Frost Bankers, Inc. 1.49% of their portfolio San Antonio, TX 410,358410.4k $106.1m $106.1m 1.49% Added +7.3k +7,276
49 Millburn Ridgefield LLC /DE/ 2.53% of their portfolio New York, NY 404,194404.2k $104.5m $104.5m 2.53% Reduced -884 -884
50 Catalyst Capital Advisors LLC 2.14% of their portfolio San Juan, PR 404,194404.2k $104.5m $104.5m 2.14% Reduced -884 -884
51 Joel Isaacson & Co., LLC 4.67% of their portfolio NEW YORK, NY 398,363398.4k $103.0m $103.0m 4.67% Added +16.7k +16,723
52 Corient Private Wealth LP 0.17% of their portfolio MIAMI, FL 392,382392.4k $101.5m $101.5m 0.17% Added +34.0k +34,019
53 CAPTRUST FINANCIAL ADVISORS 0.23% of their portfolio RALEIGH, NC 389,968390.0k $90.9m $90.9m 0.23% Reduced -3.9k -3,929
54 INVICTUS PRIVATE WEALTH, LLC 7.87% of their portfolio Denver, CO 384,048384.0k $99.3m $99.3m 7.87% Added +11.5k +11,535
55 FMR LLC 0.01% of their portfolio BOSTON, MA 372,168372.2k $96.3m $96.3m 0.01% Added +20.7k +20,693
56 Cresset Asset Management, LLC 0.48% of their portfolio Chicago, IL 369,569369.6k $95.6m $95.6m 0.48% Reduced -1.2k -1,201
57 Financial Synergies Wealth Advisors, Inc. 11.42% of their portfolio HOUSTON, TX 363,016363.0k $93.9m $93.9m 11.42% Added +13.4k +13,408
58 Janney Montgomery Scott LLC 0.26% of their portfolio PHILADELPHIA, PA 356,101356.1k $92.1m $92.1m 0.26% Reduced -9.7k -9,719
59 Chicago Partners Investment Group LLC 3.08% of their portfolio CHICAGO, IL 355,235355.2k $92.5m $92.5m 3.08% Added +18.1k +18,050
60 ASSETMARK, INC 0.24% of their portfolio CONCORD, CA 343,649343.6k $88.9m $88.9m 0.24% Added +2.0k +1,972
61 CBIZ Investment Advisory Services, LLC 4.31% of their portfolio INDEPENDENCE, OH 339,937339.9k $87.9m $87.9m 4.31% Added +7.2k +7,177
62 Bleakley Financial Group, LLC 2.82% of their portfolio PARSIPPANY, NJ 339,412339.4k $87.8m $87.8m 2.82% Added +15.6k +15,610
63 TRUSTMARK BANK TRUST DEPARTMENT 6.34% of their portfolio JACKSON, MS 331,125331.1k $85.6m $85.6m 6.34% Added +2.3k +2,285
64 MML INVESTORS SERVICES, LLC 0.28% of their portfolio SPRINGFIELD, MA 324,393324.4k $83.9m $83.9m 0.28% Reduced -12.7k -12,682
65 Pine Ridge Advisers LLC 6.92% of their portfolio NEW YORK, NY 312,532312.5k $80.8m $80.8m 6.92% Added +134.9k +134,870
66 Equitable Holdings, Inc. 0.75% of their portfolio NEW YORK, NY 306,408306.4k $79.2m $79.2m 0.75% Added +24.5k +24,482
67 Larson Financial Group LLC 3.76% of their portfolio ST LOUIS, MO 305,786305.8k $79.1m $79.1m 3.76% Reduced -19.9k -19,875
68 National Philanthropic Trust 1.23% of their portfolio Jenkintown, PA 293,556293.6k $75.9m $75.9m 1.23% Reduced -4.7k -4,746
69 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 287,222287.2k $74.3m $74.3m 0.25% Added +5.0k +5,038
70 BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio PARIS, I0 282,743282.7k $73.1m $73.1m 0.06% First filing
71 NewEdge Advisors, LLC 0.42% of their portfolio NEW ORLEANS, LA 275,742275.7k $71.3m $71.3m 0.42% Added +10.3k +10,277
72 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.07% of their portfolio Toronto, A6 273,554273.6k $70.7m $70.7m 0.07% Reduced -15.9k -15,869
73 Kestra Advisory Services, LLC 0.34% of their portfolio AUSTIN, TX 273,038273.0k $70.6m $70.6m 0.34% Added +4.9k +4,932
74 Nadler Financial Group, Inc. 7.76% of their portfolio DEERFIELD, IL 271,049271.0k $70.1m $70.1m 7.76% Added +4.9k +4,871
75 CENTRAL TRUST Co 1.71% of their portfolio JEFFERSON CITY, MO 269,139269.1k $69.6m $69.6m 1.71% Added +1.2k +1,167
76 PITTENGER & ANDERSON INC 2.51% of their portfolio LINCOLN, NE 264,902264.9k $68.5m $68.5m 2.51% Added +5.9k +5,915
77 OPPENHEIMER ASSET MANAGEMENT INC. 0.83% of their portfolio NEW YORK, NY 258,382258.4k $66.8m $66.8m 0.83% Reduced -4.9k -4,901
78 Smithfield Trust Co 3.28% of their portfolio PITTSBURGH, PA 253,224253.2k $65.5m $65.5m 3.28% Reduced -5.1k -5,062
79 AXXCESS WEALTH MANAGEMENT, LLC 1.77% of their portfolio CARLSBAD, CA 250,004250.0k $64.7m $64.7m 1.77% Reduced -3.5k -3,453
80 Capital Asset Advisory Services LLC 3.08% of their portfolio Williamston, MI 231,116231.1k $60.5m $60.5m 3.08% Reduced -5.2k -5,151
81 Schneider Downs Wealth Management Advisors, LP 10.82% of their portfolio Pittsburgh, PA 230,998231.0k $59.7m $59.7m 10.82% Added +13.6k +13,620
82 Private Advisor Group, LLC 0.36% of their portfolio MORRISTOWN, NJ 229,332229.3k $59.3m $59.3m 0.36% Added +20.6k +20,632
83 CX Institutional 2.19% of their portfolio AUBURN, IN 224,464224.5k $58.1m $58.1m 2.19% Added +27.4k +27,360
84 Venture Visionary Partners LLC 2.41% of their portfolio Sylvania, OH 222,001222.0k $57.4m $57.4m 2.41% Added +24.1k +24,096
85 PEAPACK GLADSTONE FINANCIAL CORP 0.85% of their portfolio BEDMINSTER, NJ 221,223221.2k $57.2m $57.2m 0.85% Added +864 +864
86 PDS Planning, Inc 4.53% of their portfolio DUBLIN, OH 207,575207.6k $53.7m $53.7m 4.53% Added +5.0k +4,966
87 SilverOak Wealth Management LLC 11.50% of their portfolio Edina, MN 205,593205.6k $53.2m $53.2m 11.50% Added +3.1k +3,081
88 Connecticut Wealth Management, LLC 2.76% of their portfolio FARMINGTON, CT 203,799203.8k $52.7m $52.7m 2.76% New
89 Northwest Quadrant Wealth Management, LLC 12.32% of their portfolio BEND, OR 202,908202.9k $52.5m $52.5m 12.32% Reduced -24.2k -24,151
90 CITIZENS FINANCIAL GROUP INC/RI 1.01% of their portfolio PROVIDENCE, RI 198,254198.3k $51.3m $51.3m 1.01% Added +4.8k +4,779
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 194,666194.7k $50.3m $50.3m 0.10% Added +42.4k +42,378
92 COMERICA BANK 0.21% of their portfolio DALLAS, TX 193,322193.3k $50.0m $50.0m 0.21% Reduced -4.7k -4,689
93 &PARTNERS 0.52% of their portfolio NASHVILLE, TN 190,855190.9k $48.9m $48.9m 0.52% Added +18.9k +18,926
94 LEAVELL INVESTMENT MANAGEMENT, INC. 2.33% of their portfolio MOBILE, AL 182,101182.1k $47.1m $47.1m 2.33% Added +6.3k +6,294
95 New York Life Investment Management LLC 0.48% of their portfolio New York, NY 181,456181.5k $46.9m $46.9m 0.48% Reduced -7.9k -7,920
96 Fulcrum Capital LLC 10.34% of their portfolio SEATTLE, WA 180,400180.4k $46.7m $46.7m 10.34% Added +248 +248
97 Sanctuary Advisors, LLC 0.32% of their portfolio INDIANAPOLIS, IN 174,974175.0k $45.3m $45.3m 0.32% Added +6.2k +6,250
98 BESSEMER GROUP INC 0.08% of their portfolio WOODBRIDGE, NJ 168,679168.7k $43.6m $43.6m 0.08% Reduced -1.6k -1,631
99 New Hampshire Trust 9.94% of their portfolio CONCORD, NH 167,979168.0k $43.4m $43.4m 9.94% Added +3.5k +3,504
100 Perkins Coie Trust Co 9.60% of their portfolio SEATTLE, WA 163,617163.6k $42.3m $42.3m 9.60% Added +4.2k +4,153