Vault-13

VANGUARD INDEX FDS VO

MID CAP ETF · ETP · CUSIP 922908629

2,399 institutional holders +25 vs Q4 2025
239,819,444239.8m shares reported held*
$64.7bnreported value*
111 new 1,121 added 754 reduced 83 sold out net bought ≈ $4.3bn (+26.3m 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 ($607.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $270.14. Options: 4 managers hold calls ($18.9m notional), 5 hold puts ($6.3m).

Trends to Q1 2026

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: 2,130Q2 25: 2,175Q3 25: 2,222Q4 25: 2,374Q1 26: 2,3992,399Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q2 20252,175
Q3 20252,222
Q4 20252,374
Q1 20262,399

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ2 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 25Q2 25: 971 bought or addedQ2 25: 875 cut or sold outQ3 25: 1,068 bought or addedQ3 25: 816 cut or sold outQ3 25Q4 25: 1,146 bought or addedQ4 25: 766 cut or sold outQ1 26: 1,232 bought or addedQ1 26: 837 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024808764
Q3 2024966683
Q4 2024976711
Q1 20251,075838
Q2 2025971875
Q3 20251,068816
Q4 20251,146766
Q1 20261,232837

Calls vs puts

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

CallsPuts
$0$5m$10m$15m$20mQ2 25 calls: $19.8mQ2 25 puts: $6.3mQ2 25P/C 0.32Q3 25 calls: $15.9mQ3 25 puts: $8.9mQ3 25P/C 0.56Q4 25 calls: $17.9mQ4 25 puts: $7.6mQ4 25P/C 0.42Q1 26 calls: $18.9mQ1 26 puts: $6.3mQ1 26P/C 0.34
Numbers
QuarterCallsPutsP/C
Q2 2025$19.8m$6.3m0.32
Q3 2025$15.9m$8.9m0.56
Q4 2025$17.9m$7.6m0.42
Q1 2026$18.9m$6.3m0.34

Biggest buyers

UBS Group AG Added +7,830,657+7.8m
MONETA GROUP INVESTMENT ADVISORS LLC Added +7,589,428+7.6m
JONES FINANCIAL COMPANIES LLLP Added +4,782,958+4.8m
ENVESTNET ASSET MANAGEMENT INC Added +3,279,928+3.3m
Chicago Partners Investment Group LLC Added +1,229,641+1.2m
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +1,164,240+1.2m
WELLS FARGO & COMPANY/MN Added +806,111+806.1k
Capital Asset Advisory Services LLC Added +763,453+763.5k
NATIXIS ADVISORS, LLC Added +672,264+672.3k
RAYMOND JAMES FINANCIAL INC Added +371,709+371.7k

Biggest sellers

Envestnet Portfolio Solutions, Inc. Reduced -2,760,291-2.8m
TIAA TRUST, NATIONAL ASSOCIATION Reduced -1,406,675-1.4m
CITIGROUP INC Reduced -1,226,903-1.2m
Corient Private Wealth LP Reduced -568,291-568.3k
CBIZ Investment Advisory Services, LLC Reduced -332,670-332.7k
Kestra Investment Management, LLC Reduced -322,400-322.4k
AXXCESS WEALTH MANAGEMENT, LLC Sold out -263,042-263.0k
Cresset Asset Management, LLC Reduced -199,595-199.6k
AMERIPRISE FINANCIAL INC Reduced -190,932-190.9k
Align Financial, LLC Reduced -176,405-176.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $10.9m37.9k shares
JANE STREET GROUP, LLC Added $4.8m16.7k shares
CITADEL ADVISORS LLC Added $2.8m9.7k shares
Belvedere Trading LLC New $402.1k1.4k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $3.4m11.8k shares
CITADEL ADVISORS LLC Added $1.8m6.4k shares
JANE STREET GROUP, LLC New $832.8k2.9k shares
McKinley Carter Wealth Services, Inc. New $258.5k900 shares
WELLS FARGO & COMPANY/MN New $28.7k100 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 WELLS FARGO & COMPANY/MN 1.59% of their portfolio SAN FRANCISCO, CA 27,774,78427.8m $8.0bn $8.0bn 1.59% Added +806.1k +806,111
2 JONES FINANCIAL COMPANIES LLLP 3.57% of their portfolio DES PERES, MO 26,272,16326.3m $7.4bn $7.4bn 3.57% Added +4.8m +4,782,958
3 BANK OF AMERICA CORP /DE/ 0.38% of their portfolio CHARLOTTE, NC 18,131,07518.1m $5.2bn $5.2bn 0.38% Added +1.0k +1,040
4 UBS Group AG 0.68% of their portfolio ZURICH, V8 13,399,06613.4m $3.8bn $3.8bn 0.68% Added +7.8m +7,830,657
5 MONETA GROUP INVESTMENT ADVISORS LLC 5.37% of their portfolio ST LOUIS, MO 9,946,8339.9m $714.1m $714.1m 5.37% Added +7.6m +7,589,428
6 MORGAN STANLEY 0.15% of their portfolio NEW YORK, NY 8,634,5218.6m $2.5bn $2.5bn 0.15% Added +139.9k +139,898
7 Creative Planning 1.62% of their portfolio OVERLAND PARK, KS 8,310,8898.3m $2.4bn $2.4bn 1.62% Reduced -104.5k -104,469
8 RAYMOND JAMES FINANCIAL INC 0.67% of their portfolio ST. PETERSBURG, FL 7,515,4927.5m $2.2bn $2.2bn 0.67% Added +371.7k +371,709
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.12% of their portfolio MILWAUKEE, WI 6,309,0326.3m $1.8bn $1.8bn 1.12% Added +127.9k +127,870
10 ENVESTNET ASSET MANAGEMENT INC 0.45% of their portfolio Berwyn, PA 5,894,4235.9m $1.7bn $1.7bn 0.45% Added +3.3m +3,279,928
11 US BANCORP \DE\ 1.89% of their portfolio MINNEAPOLIS, MN 5,414,5625.4m $1.6bn $1.6bn 1.89% Added +370.5k +370,518
12 NATIXIS ADVISORS, LLC 0.40% of their portfolio Boston, MA 4,033,0674.0m $289.5m $289.5m 0.40% Added +672.3k +672,264
13 LPL Financial LLC 0.27% of their portfolio FORT MILL, SC 3,577,4373.6m $1.0bn $1.0bn 0.27% Added +295.2k +295,193
14 AMERIPRISE FINANCIAL INC 0.21% of their portfolio MINNEAPOLIS, MN 3,217,5723.2m $924.5m $924.5m 0.21% Reduced -190.9k -190,932
15 CIBC Bancorp USA Inc. 0.95% of their portfolio CHICAGO, IL 2,459,5972.5m $703.7m $703.7m 0.95% First filing
16 PNC Financial Services Group, Inc. 0.39% of their portfolio Pittsburgh, PA 2,358,8672.4m $677.4m $677.4m 0.39% Added +54.2k +54,228
17 Mariner, LLC 0.72% of their portfolio Overland Park, KS 2,133,9312.1m $612.8m $612.8m 0.72% Added +127.3k +127,325
18 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 2,120,9822.1m $595.8m $595.8m 0.04% Reduced -16.7k -16,700
19 ROYAL BANK OF CANADA 0.09% of their portfolio TORONTO, A6 1,682,6121.7m $483.2m $483.2m 0.09% Added +48.9k +48,862
20 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% of their portfolio NEW YORK, NY 1,664,3601.7m $478.0m $478.0m 0.10% Added +1.2m +1,164,240
21 Chicago Partners Investment Group LLC 2.77% of their portfolio CHICAGO, IL 1,616,1231.6m $123.8m $123.8m 2.77% Added +1.2m +1,229,641
22 Allworth Financial LP 1.79% of their portfolio FOLSOM, CA 1,532,5241.5m $440.1m $440.1m 1.79% Added +11.7k +11,688
23 JMG Financial Group, Ltd. 11.04% of their portfolio DOWNERS GROVE, IL 1,396,6171.4m $401.1m $401.1m 11.04% Added +45.8k +45,832
24 Cetera Investment Advisers 0.42% of their portfolio SCHAUMBURG, IL 1,384,7561.4m $397.7m $397.7m 0.42% Added +105.6k +105,621
25 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 1.52% of their portfolio CHARLOTTE, NC 1,374,8591.4m $394.8m $394.8m 1.52% First filing
26 Cerity Partners LLC 0.54% of their portfolio NEW YORK, NY 1,332,0091.3m $383.5m $383.5m 0.54% Added +214.9k +214,896
27 Nicholas Hoffman & Company, LLC. 7.86% of their portfolio ATLANTA, GA 1,185,9001.2m $340.6m $340.6m 7.86% Added +9.5k +9,467
28 Bank of New York Mellon Corp 0.06% of their portfolio NEW YORK, NY 1,132,2811.1m $325.2m $325.2m 0.06% Added +119.3k +119,257
29 HighTower Advisors, LLC 0.33% of their portfolio CHICAGO, IL 1,086,2031.1m $312.0m $312.0m 0.33% Added +24.6k +24,562
30 REGIONS FINANCIAL CORP 1.97% of their portfolio BIRMINGHAM, AL 1,055,8401.1m $303.2m $303.2m 1.97% Added +110.4k +110,359
31 Midwest Trust Co 3.68% of their portfolio Overland Park, KS 1,027,6991.0m $295.1m $295.1m 3.68% Added +21.9k +21,894
32 Capital Asset Advisory Services LLC 3.02% of their portfolio Williamston, MI 1,021,1551.0m $78.7m $78.7m 3.02% Added +763.5k +763,453
33 Border to Coast Pensions Partnership Ltd 4.95% of their portfolio LEEDS, X0 1,018,1871.0m $293.3m $293.3m 4.95% Reduced -124.9k -124,895
34 COMMONWEALTH EQUITY SERVICES, LLC 0.40% of their portfolio WALTHAM, MA 1,005,6271.0m $288.8m $288.8m 0.40% Reduced -37.9k -37,922
35 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 901,190901.2k $258.8m $258.8m 0.03% Added +77.8k +77,842
36 BANK OF MONTREAL /CAN/ 0.10% of their portfolio TORONTO, A6 879,890879.9k $252.7m $252.7m 0.10% Reduced -61.9k -61,924
37 Rockefeller Capital Management L.P. 0.41% of their portfolio NEW YORK, NY 798,721798.7k $229.4m $229.4m 0.41% Added +61.2k +61,244
38 Beacon Pointe Advisors, LLC 1.13% of their portfolio NEWPORT BEACH, CA 742,197742.2k $213.1m $213.1m 1.13% Added +188.0k +188,019
39 OSAIC HOLDINGS, INC. 0.31% of their portfolio SCOTTSDALE, AZ 732,859732.9k $210.6m $210.6m 0.31% Reduced -7.5k -7,533
40 STIFEL FINANCIAL CORP 0.19% of their portfolio ST. LOUIS, MO 725,600725.6k $208.4m $208.4m 0.19% Added +14.1k +14,097
41 Clearstead Advisors, LLC 1.86% of their portfolio CLEVELAND, OH 709,749709.7k $203.8m $203.8m 1.86% Added +8.1k +8,128
42 Baird Financial Group, Inc. 0.28% of their portfolio MILWAUKEE, WI 626,685626.7k $180.0m $180.0m 0.28% Added +73.9k +73,880
43 FIFTH THIRD BANCORP 0.33% of their portfolio CINCINNATI, OH 619,350619.4k $177.9m $177.9m 0.33% Added +196.2k +196,245
44 Wealthspire Advisors, LLC 1.39% of their portfolio NEW YORK, NY 618,508618.5k $177.6m $177.6m 1.39% Added +16.4k +16,421
45 SigFig Wealth Management, LLC 5.18% of their portfolio SAN FRANCISCO, CA 615,408615.4k $176.7m $176.7m 5.18% Added +63.0k +62,950
46 Pathstone Holdings, LLC 0.68% of their portfolio ENGLEWOOD, NJ 597,960598.0k $171.7m $171.7m 0.68% Added +3.9k +3,853
47 First Command Advisory Services, Inc. 1.09% of their portfolio FORT WORTH, TX 561,597561.6k $161.3m $161.3m 1.09% Reduced -5.6k -5,618
48 FMR LLC 0.01% of their portfolio BOSTON, MA 557,550557.5k $160.1m $160.1m 0.01% Added +34.1k +34,126
49 1832 Asset Management L.P. 0.21% of their portfolio TORONTO, A6 549,716549.7k $157.9m $157.9m 0.21% Added +8.4k +8,397
50 MassMutual Private Wealth & Trust, FSB 4.02% of their portfolio Windsor, CT 514,389514.4k $147.7m $147.7m 4.02% Reduced -6.9k -6,855
51 Corient Private Wealth LP 0.20% of their portfolio MIAMI, FL 494,879494.9k $140.2m $140.2m 0.20% Reduced -568.3k -568,291
52 Joel Isaacson & Co., LLC 4.53% of their portfolio NEW YORK, NY 475,299475.3k $136.5m $136.5m 4.53% Added +9.8k +9,768
53 Bleakley Financial Group, LLC 2.12% of their portfolio PARSIPPANY, NJ 472,704472.7k $135.8m $135.8m 2.12% Added +40.1k +40,073
54 TRUIST FINANCIAL CORP 0.18% of their portfolio CHARLOTTE, NC 463,622463.6k $133.1m $133.1m 0.18% Reduced -16.5k -16,511
55 Cullen/Frost Bankers, Inc. 1.44% of their portfolio San Antonio, TX 441,989442.0k $126.9m $126.9m 1.44% Added +820 +820
56 INVICTUS PRIVATE WEALTH, LLC 7.70% of their portfolio Denver, CO 433,617433.6k $124.5m $124.5m 7.70% Added +11.7k +11,685
57 Millburn Ridgefield LLC /DE/ 2.60% of their portfolio New York, NY 421,239421.2k $121.0m $121.0m 2.60% Added +41.6k +41,624
58 Catalyst Capital Advisors LLC 2.25% of their portfolio San Juan, PR 421,239421.2k $121.0m $121.0m 2.25% Added +41.6k +41,624
59 Financial Synergies Wealth Advisors, Inc. 10.61% of their portfolio HOUSTON, TX 387,226387.2k $111.2m $111.2m 10.61% Added +4.4k +4,366
60 Janney Montgomery Scott LLC 0.27% of their portfolio PHILADELPHIA, PA 384,681384.7k $110.5m $110.5m 0.27% Reduced -22.8k -22,793
61 Equitable Holdings, Inc. 0.70% of their portfolio NEW YORK, NY 375,949375.9k $109.1m $109.1m 0.70% Added +37.5k +37,528
62 Kestra Advisory Services, LLC 0.40% of their portfolio AUSTIN, TX 365,964366.0k $105.1m $105.1m 0.40% Added +32.6k +32,557
63 Merit Financial Group, LLC 0.77% of their portfolio ALPHARETTA, GA 358,773358.8k $103.0m $103.0m 0.77% Added +45.5k +45,536
64 National Philanthropic Trust 1.09% of their portfolio Jenkintown, PA 356,234356.2k $102.3m $102.3m 1.09% Added +13.8k +13,826
65 COUNTRY TRUST BANK 1.94% of their portfolio Bloomington, IL 356,121356.1k $102.3m $102.3m 1.94% Added +8.0k +8,011
66 Waverly Advisors, LLC 0.77% of their portfolio BIRMINGHAM, AL 355,422355.4k $102.1m $102.1m 0.77% Added +12.1k +12,100
67 MML INVESTORS SERVICES, LLC 0.27% of their portfolio SPRINGFIELD, MA 335,502335.5k $96.3m $96.3m 0.27% Reduced -48.5k -48,541
68 CAPTRUST FINANCIAL ADVISORS 0.17% of their portfolio RALEIGH, NC 333,471333.5k $95.8m $95.8m 0.17% Added +2.2k +2,209
69 MERCER GLOBAL ADVISORS INC /ADV 0.14% of their portfolio DENVER, CO 331,136331.1k $95.1m $95.1m 0.14% Reduced -120.8k -120,772
70 Cresset Asset Management, LLC 0.41% of their portfolio Chicago, IL 329,555329.6k $94.6m $94.6m 0.41% Reduced -199.6k -199,595
71 Cambridge Investment Research Advisors, Inc. 0.24% of their portfolio FAIRFIELD, IA 327,441327.4k $94.0m $94.0m 0.24% Added +40.1k +40,068
72 NewEdge Advisors, LLC 0.33% of their portfolio NEW ORLEANS, LA 315,510315.5k $90.6m $90.6m 0.33% Added +622 +622
73 CENTRAL TRUST Co 1.78% of their portfolio JEFFERSON CITY, MO 314,554314.6k $90.3m $90.3m 1.78% Added +17.5k +17,514
74 Pine Ridge Advisers LLC 6.24% of their portfolio NEW YORK, NY 306,122306.1k $87.9m $87.9m 6.24% Unchanged
75 Nadler Financial Group, Inc. 8.30% of their portfolio DEERFIELD, IL 299,951300.0k $86.1m $86.1m 8.30% Added +12.4k +12,393
76 TRUSTMARK BANK TRUST DEPARTMENT 5.53% of their portfolio JACKSON, MS 299,831299.8k $86.1m $86.1m 5.53% Reduced -19.6k -19,607
77 CBIZ Investment Advisory Services, LLC 3.12% of their portfolio INDEPENDENCE, OH 297,343297.3k $85.4m $85.4m 3.12% Reduced -332.7k -332,670
78 PRINCIPAL FINANCIAL GROUP INC 0.05% of their portfolio DES MOINES, IA 293,738293.7k $84.4m $84.4m 0.05% Added +91.4k +91,406
79 Wealthquest Corp 3.01% of their portfolio CINCINNATI, OH 284,791284.8k $82.2m $82.2m 3.01% Added +144.4k +144,354
80 Horizon Investments, LLC 0.23% of their portfolio Charlotte, NC 281,856281.9k $20.2m $20.2m 0.23% Added +146.7k +146,665
81 &PARTNERS 0.38% of their portfolio NASHVILLE, TN 270,338270.3k $77.6m $77.6m 0.38% Added +16.6k +16,630
82 ASSETMARK, INC 0.16% of their portfolio CONCORD, CA 269,885269.9k $77.5m $77.5m 0.16% Reduced -63.2k -63,249
83 PITTENGER & ANDERSON INC 2.98% of their portfolio LINCOLN, NE 261,130261.1k $75.0m $75.0m 2.98% Reduced -18.5k -18,526
84 Betterment LLC 0.14% of their portfolio NEW YORK, NY 258,040258.0k $74.1m $74.1m 0.14% Added +472 +472
85 Smithfield Trust Co 3.18% of their portfolio PITTSBURGH, PA 254,864254.9k $73.1m $73.1m 3.18% Added +2.7k +2,659
86 SilverOak Wealth Management LLC 11.52% of their portfolio Edina, MN 253,783253.8k $72.9m $72.9m 11.52% Added +9.0k +8,998
87 Associated Banc-Corp 1.93% of their portfolio Green Bay, WI 253,498253.5k $72.8m $72.8m 1.93% Added +18.8k +18,795
88 Performa Ltd (US), LLC 16.21% of their portfolio CHARLESTON, SC 249,449249.4k $71.6m $71.6m 16.21% Added +35.4k +35,391
89 Schneider Downs Wealth Management Advisors, LP 7.79% of their portfolio Pittsburgh, PA 246,030246.0k $70.7m $70.7m 7.79% Added +3.5k +3,468
90 PEAPACK GLADSTONE FINANCIAL CORP 0.90% of their portfolio BEDMINSTER, NJ 245,379245.4k $70.5m $70.5m 0.90% Added +1.2k +1,190
91 Serenity Investment Advisors 8.53% of their portfolio CHICAGO, IL 233,540233.5k $18.2m $18.2m 8.53% Added +180.1k +180,067
92 PDS Planning, Inc 4.42% of their portfolio DUBLIN, OH 233,271233.3k $67.0m $67.0m 4.42% Added +5.5k +5,488
93 Thrivent Financial for Lutherans 0.12% of their portfolio Minneapolis, MN 227,222227.2k $65.2m $65.2m 0.12% Reduced -1.5k -1,519
94 DAVENPORT & Co LLC 0.36% of their portfolio RICHMOND, VA 224,445224.4k $64.5m $64.5m 0.36% Added +30.8k +30,801
95 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio Toronto, A6 215,385215.4k $61.9m $61.9m 0.05% Reduced -21.6k -21,645
96 Private Advisor Group, LLC 0.28% of their portfolio MORRISTOWN, NJ 209,756209.8k $60.2m $60.2m 0.28% Reduced -11.5k -11,529
97 CITIZENS FINANCIAL GROUP INC/RI 0.83% of their portfolio PROVIDENCE, RI 207,492207.5k $59.6m $59.6m 0.83% Added +7.1k +7,059
98 AMG National Trust Bank 1.24% of their portfolio GREENWOOD VILLAGE, CO 199,553199.6k $57.3m $57.3m 1.24% Added +27.6k +27,580
99 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 199,341199.3k $53.5m $53.5m 0.06% Added +6.9k +6,851
100 LEAVELL INVESTMENT MANAGEMENT, INC. 2.28% of their portfolio MOBILE, AL 193,401193.4k $55.5m $55.5m 2.28% Added +1.4k +1,409