Vault-13

VANGUARD INDEX FDS VV

LARGE CAP ETF · ETP · CUSIP 922908637

1,190 institutional holders +4 vs Q4 2024
100,139,998100.1m shares reported held*
$25.7bnreported value*
83 new 393 added 371 reduced 66 sold out net bought ≈ $43.7m (+199.2k 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 ($30.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $256.73. Options: 3 managers hold calls ($8.9m notional), 5 hold puts ($5.6m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 824Q4 22: 892Q1 23: 897Q2 23: 930Q3 23: 941Q4 23: 1,041Q1 24: 1,047Q2 24: 1,046Q3 24: 1,103Q4 24: 1,186Q1 25: 1,1901,190Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022824
Q4 2022892
Q1 2023897
Q2 2023930
Q3 2023941
Q4 20231,041
Q1 20241,047
Q2 20241,046
Q3 20241,103
Q4 20241,186
Q1 20251,190

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 23: 334 bought or addedQ2 23: 368 cut or sold outQ3 23: 341 bought or addedQ3 23: 378 cut or sold outQ3 23Q4 23: 395 bought or addedQ4 23: 349 cut or sold outQ1 24: 410 bought or addedQ1 24: 392 cut or sold outQ1 24Q2 24: 361 bought or addedQ2 24: 393 cut or sold outQ3 24: 429 bought or addedQ3 24: 390 cut or sold outQ3 24Q4 24: 416 bought or addedQ4 24: 428 cut or sold outQ1 25: 476 bought or addedQ1 25: 437 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023334368
Q3 2023341378
Q4 2023395349
Q1 2024410392
Q2 2024361393
Q3 2024429390
Q4 2024416428
Q1 2025476437

Calls vs puts

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

CallsPuts
$0$10m$20m$30m$40mQ2 24 calls: $5.5mQ2 24 puts: $4.6mQ2 24P/C 0.84Q3 24 calls: $7.5mQ3 24 puts: $34.7mQ3 24P/C 4.66Q4 24 calls: $10.5mQ4 24 puts: $11.1mQ4 24P/C 1.05Q1 25 calls: $8.9mQ1 25 puts: $5.6mQ1 25P/C 0.63
Numbers
QuarterCallsPutsP/C
Q2 2024$5.5m$4.6m0.84
Q3 2024$7.5m$34.7m4.66
Q4 2024$10.5m$11.1m1.05
Q1 2025$8.9m$5.6m0.63

Biggest buyers

Wealthspire Advisors, LLC Added +420,575+420.6k
JONES FINANCIAL COMPANIES LLLP Added +213,730+213.7k
SCS Capital Management LLC New +114,278+114.3k
RIVERSEDGE ADVISORS, LLC Added +110,388+110.4k
Modern Wealth Management, LLC New +91,650+91.7k
WELLS FARGO & COMPANY/MN Added +69,067+69.1k
Truepoint, Inc. Added +63,794+63.8k
AlphaCore Capital LLC New +60,892+60.9k
MONETA GROUP INVESTMENT ADVISORS LLC Added +59,836+59.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +52,878+52.9k

Biggest sellers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -582,019-582.0k
Focus Partners Wealth Reduced -403,658-403.7k
TWO SIGMA INVESTMENTS, LP Sold out -130,200-130.2k
OSAIC HOLDINGS, INC. Reduced -123,980-124.0k
Janney Montgomery Scott LLC Sold out -84,881-84.9k
BANK OF AMERICA CORP /DE/ Reduced -63,196-63.2k
Financial Management Professionals, Inc. Sold out -61,353-61.4k
Creative Planning Reduced -53,488-53.5k
BANK HAPOALIM BM Sold out -50,800-50.8k
Centered Wealth LLC dba Miller Equity Capital Advisors Sold out -48,053-48.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $6.3m24.5k shares
CITADEL ADVISORS LLC Added $2.1m8.1k shares
JANE STREET GROUP, LLC Added $565.5k2.2k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $5.5m21.4k shares
CITADEL ADVISORS LLC Unchanged $77.1k300 shares
BANK OF AMERICA CORP /DE/ New $25.7k100 shares
Quaker Wealth Management, LLC First filing $13.9k54 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 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 JONES FINANCIAL COMPANIES LLLP 3.69% of their portfolio DES PERES, MO 16,130,78216.1m $4.1bn $4.1bn 3.69% Added +213.7k +213,730
2 Creative Planning 3.06% of their portfolio OVERLAND PARK, KS 12,677,96012.7m $3.3bn $3.3bn 3.06% Reduced -53.5k -53,488
3 National Mutual Insurance Federation of Agricultural Cooperatives 15.11% of their portfolio TOKYO, JAPAN, M0 6,543,3176.5m $1.7bn $1.7bn 15.11% Unchanged
4 VANGUARD GROUP INC 0.02% of their portfolio Valley Forge, PA 3,480,1253.5m $894.5m $894.5m 0.02% Added +34.1k +34,057
5 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 3,016,3783.0m $775.3m $775.3m 0.07% Reduced -63.2k -63,196
6 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 2,725,8702.7m $700.6m $700.6m 0.05% Reduced -23.4k -23,398
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.56% of their portfolio MILWAUKEE, WI 2,663,5282.7m $684.6m $684.6m 0.56% Added +52.9k +52,878
8 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.11% of their portfolio SAN FRANCISCO, CA 2,339,8732.3m $601.4m $601.4m 0.11% Reduced -582.0k -582,019
9 UBS Group AG 0.13% of their portfolio ZURICH, V8 2,224,7912.2m $571.8m $571.8m 0.13% Added +10.0k +10,016
10 PNC Financial Services Group, Inc. 0.28% of their portfolio Pittsburgh, PA 2,109,6642.1m $542.2m $542.2m 0.28% Reduced -7.3k -7,301
11 FMR LLC 0.03% of their portfolio BOSTON, MA 1,587,5911.6m $408.1m $408.1m 0.03% Reduced -19.2k -19,195
12 WELLS FARGO & COMPANY/MN 0.09% of their portfolio SAN FRANCISCO, CA 1,475,4511.5m $379.2m $379.2m 0.09% Added +69.1k +69,067
13 Johnson Financial Group, LLC 38.99% of their portfolio Denver, CO 1,437,6321.4m $369.5m $369.5m 38.99% Reduced -13.7k -13,742
14 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 1,351,4831.4m $347.4m $347.4m 0.11% Added +50.2k +50,160
15 Balentine LLC 12.58% of their portfolio ATLANTA, GA 1,168,4541.2m $300.3m $300.3m 12.58% Reduced -37.5k -37,513
16 MONETA GROUP INVESTMENT ADVISORS LLC 3.89% of their portfolio ST LOUIS, MO 1,098,4061.1m $282.3m $282.3m 3.89% Added +59.8k +59,836
17 TIAA TRUST, NATIONAL ASSOCIATION 0.86% of their portfolio CHARLOTTE, NC 1,075,4951.1m $276.4m $276.4m 0.86% Added +45.0k +45,041
18 Capital Asset Advisory Services LLC 13.82% of their portfolio Williamston, MI 1,044,3471.0m $271.2m $271.2m 13.82% Reduced -40.1k -40,121
19 AXXCESS WEALTH MANAGEMENT, LLC 7.33% of their portfolio CARLSBAD, CA 1,044,1391.0m $268.4m $268.4m 7.33% Reduced -35.9k -35,920
20 Wealthspire Advisors, LLC 1.34% of their portfolio NEW YORK, NY 869,418869.4k $223.5m $223.5m 1.34% Added +420.6k +420,575
21 Wealthfront Advisers LLC 0.56% of their portfolio Palo Alto, CA 818,812818.8k $210.5m $210.5m 0.56% Added +32.7k +32,723
22 Pathstone Holdings, LLC 0.91% of their portfolio ENGLEWOOD, NJ 811,935811.9k $208.8m $208.8m 0.91% Reduced -46.1k -46,111
23 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 799,861799.9k $205.6m $205.6m 0.08% Added +20.6k +20,638
24 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 781,815781.8k $201.0m $201.0m 0.04% Added +16.1k +16,113
25 AMERIPRISE FINANCIAL INC 0.05% of their portfolio MINNEAPOLIS, MN 777,188777.2k $200.1m $200.1m 0.05% Reduced -30.7k -30,665
26 JFG Wealth Management, LLC 42.17% of their portfolio Denver, CO 721,790721.8k $185.5m $185.5m 42.17% Added +47.7k +47,670
27 Wealthquest Corp 15.33% of their portfolio CINCINNATI, OH 714,462714.5k $183.6m $183.6m 15.33% Reduced -4.1k -4,054
28 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 698,715698.7k $179.6m $179.6m 0.07% Reduced -5.5k -5,497
29 Voya Financial Advisors, Inc. 16.41% of their portfolio WINDSOR, CT 582,264582.3k $148.8m $148.8m 16.41% Added +11.9k +11,933
30 Cresset Asset Management, LLC 0.73% of their portfolio Chicago, IL 566,132566.1k $145.5m $145.5m 0.73% Reduced -3.4k -3,375
31 James J. Burns & Company, LLC 24.38% of their portfolio MELVILLE, NY 529,541529.5k $136.1m $136.1m 24.38% Reduced -9.9k -9,941
32 Bleakley Financial Group, LLC 4.32% of their portfolio PARSIPPANY, NJ 523,355523.4k $134.5m $134.5m 4.32% Added +5.8k +5,829
33 COLDSTREAM CAPITAL MANAGEMENT INC 2.62% of their portfolio BELLEVUE, WA 479,072479.1k $123.1m $123.1m 2.62% Reduced -6.8k -6,804
34 Mariner, LLC 0.20% of their portfolio Overland Park, KS 475,805475.8k $122.2m $122.2m 0.20% Added +9.3k +9,263
35 Millburn Ridgefield LLC /DE/ 2.83% of their portfolio New York, NY 455,103455.1k $117.0m $117.0m 2.83% Added +23.7k +23,678
36 Catalyst Capital Advisors LLC 2.40% of their portfolio San Juan, PR 455,103455.1k $117.0m $117.0m 2.40% Added +23.7k +23,678
37 Garde Capital, Inc. 6.35% of their portfolio SEATTLE, WA 431,374431.4k $110.9m $110.9m 6.35% Reduced -197 -197
38 Mason & Associates, LLC 31.50% of their portfolio NEWPORT NEWS, VA 425,371425.4k $109.3m $109.3m 31.50% Reduced -10.6k -10,642
39 GeoWealth Management, LLC 4.36% of their portfolio CHICAGO, IL 422,358422.4k $108.6m $108.6m 4.36% Reduced -10.9k -10,947
40 Focus Partners Wealth 0.26% of their portfolio ST LOUIS, MO 405,225405.2k $104.2m $104.2m 0.26% Reduced -403.7k -403,658
41 SIGNATUREFD, LLC 1.95% of their portfolio ATLANTA, GA 399,671399.7k $102.7m $102.7m 1.95% Reduced -23.4k -23,419
42 COMMONWEALTH EQUITY SERVICES, LLC 0.14% of their portfolio WALTHAM, MA 396,056396.1k $101.8m $101.8m 0.14% Reduced -6.0k -5,951
43 Ballentine Partners, LLC 1.74% of their portfolio Waltham, MA 390,305390.3k $100.3m $100.3m 1.74% Reduced -1.1k -1,075
44 Baltimore-Washington Financial Advisors, Inc. 5.26% of their portfolio Columbia, MD 385,735385.7k $99.1m $99.1m 5.26% Added +3.9k +3,935
45 Heartwood Wealth Advisors LLC 10.23% of their portfolio RICHMOND, VA 348,556348.6k $89.6m $89.6m 10.23% Reduced -39.8k -39,753
46 Cetera Investment Advisers 0.17% of their portfolio SCHAUMBURG, IL 339,357339.4k $87.2m $87.2m 0.17% Reduced -7.8k -7,808
47 PITTENGER & ANDERSON INC 3.11% of their portfolio LINCOLN, NE 329,993330.0k $84.8m $84.8m 3.11% Added +2.0k +2,023
48 Equitable Holdings, Inc. 0.78% of their portfolio NEW YORK, NY 320,505320.5k $82.4m $82.4m 0.78% Added +2.3k +2,294
49 Truepoint, Inc. 2.17% of their portfolio CINCINNATI, OH 311,692311.7k $80.1m $80.1m 2.17% Added +63.8k +63,794
50 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 308,603308.6k $79.3m $79.3m 0.02% Reduced -1.0k -1,041
51 FIFTH THIRD BANCORP 0.29% of their portfolio CINCINNATI, OH 300,367300.4k $77.2m $77.2m 0.29% Reduced -6.3k -6,290
52 MML INVESTORS SERVICES, LLC 0.25% of their portfolio SPRINGFIELD, MA 295,287295.3k $75.9m $75.9m 0.25% Added +527 +527
53 MilWealth Group LLC 20.87% of their portfolio MILWAUKEE, WI 294,710294.7k $75.7m $75.7m 20.87% Reduced -273 -273
54 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 274,033274.0k $70.4m $70.4m 0.01% Added +33.8k +33,760
55 AGF MANAGEMENT LTD 0.37% of their portfolio TORONTO, A6 269,491269.5k $69.3m $69.3m 0.37% Reduced -5.2k -5,240
56 Transamerica Financial Advisors, LLC 6.92% of their portfolio CEDAR RAPIDS, IA 263,760263.8k $67.8m $67.8m 6.92% Added +14.1k +14,121
57 CAPTRUST FINANCIAL ADVISORS 0.16% of their portfolio RALEIGH, NC 246,166246.2k $63.3m $63.3m 0.16% Added +22.6k +22,589
58 JUNCTURE WEALTH STRATEGIES, LLC 23.52% of their portfolio SCOTTSDALE, AZ 235,555235.6k $60.5m $60.5m 23.52% Reduced -20.9k -20,866
59 TRUST POINT INC. 5.48% of their portfolio LA CROSSE, WI 233,757233.8k $60.1m $60.1m 5.48% Reduced -28.3k -28,262
60 Baker Avenue Asset Management, LP 1.79% of their portfolio SAN FRANCISCO, CA 222,542222.5k $57.2m $57.2m 1.79% Added +14.8k +14,846
61 Parallel Advisors, LLC 1.29% of their portfolio SAN FRANCISCO, CA 222,435222.4k $57.2m $57.2m 1.29% Reduced -2.2k -2,192
62 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 216,067216.1k $55.5m $55.5m 0.12% Reduced -124.0k -123,980
63 IMA Advisory Services, Inc. 6.32% of their portfolio DENVER, CO 208,290208.3k $53.3m $53.3m 6.32% Added +40.9k +40,885
64 Addis & Hill, Inc 37.07% of their portfolio WAYNE, PA 206,571206.6k $53.1m $53.1m 37.07% Added +13.0k +12,999
65 Jaffetilchin Investment Partners, LLC 3.77% of their portfolio TAMPA, FL 201,992202.0k $51.9m $51.9m 3.77% Added +1.8k +1,789
66 Sunflower Bank, N.A. 13.66% of their portfolio DALLAS, TX 189,551189.6k $48.7m $48.7m 13.66% Added +2.5k +2,496
67 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio PLYMOUTH, MN 188,549188.5k $48.5m $48.5m 0.09% Reduced -25.5k -25,491
68 VSM Wealth Advisory, LLC 15.42% of their portfolio HUNT VALLEY, MD 166,952167.0k $42.9m $42.9m 15.42% Reduced -2.1k -2,077
69 IEQ CAPITAL, LLC 0.34% of their portfolio Foster City, CA 164,881164.9k $42.4m $42.4m 0.34% Reduced -3.4k -3,398
70 Badgley Phelps Wealth Managers, LLC 1.02% of their portfolio SEATTLE, WA 164,142164.1k $42.2m $42.2m 1.02% Added +1.6k +1,589
71 QRG CAPITAL MANAGEMENT, INC. 0.42% of their portfolio BERWYN, PA 156,223156.2k $40.2m $40.2m 0.42% Added +10.0k +9,972
72 Plante Moran Financial Advisors, LLC 3.41% of their portfolio SOUTHFIELD, MI 154,372154.4k $39.7m $39.7m 3.41% Reduced -6.4k -6,386
73 JMG Financial Group, Ltd. 1.33% of their portfolio DOWNERS GROVE, IL 153,876153.9k $39.6m $39.6m 1.33% Reduced -8.8k -8,794
74 Kathmere Capital Management, LLC 3.35% of their portfolio WAYNE, PA 153,507153.5k $39.5m $39.5m 3.35% Added +2.2k +2,194
75 Haverford Trust Co 0.39% of their portfolio Radnor, PA 151,865151.9k $39.0m $39.0m 0.39% Added +6.5k +6,458
76 Acropolis Investment Management, LLC 2.27% of their portfolio ST. LOUIS, MO 149,006149.0k $38.3m $38.3m 2.27% Reduced -2.4k -2,408
77 OBSIDIAN CIO, LLC 6.22% of their portfolio NEW YORK, NY 148,811148.8k $38.2m $38.2m 6.22% Added +19.9k +19,890
78 McIlrath & Eck, LLC 4.56% of their portfolio ARLINGTON, WA 144,319144.3k $37.1m $37.1m 4.56% Added +6.6k +6,621
79 Hurlow Wealth Management Group, Inc. 11.52% of their portfolio BLOOMINGTON, IN 143,407143.4k $36.9m $36.9m 11.52% Added +4.5k +4,474
80 Cambridge Investment Research Advisors, Inc. 0.12% of their portfolio FAIRFIELD, IA 135,413135.4k $34.8m $34.8m 0.12% Reduced -7.8k -7,787
81 COMERICA BANK 0.14% of their portfolio DALLAS, TX 133,073133.1k $34.2m $34.2m 0.14% Reduced -162 -162
82 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 7.04% of their portfolio BERMUDA RUN, NC 131,054131.1k $33.7m $33.7m 7.04% Added +15.6k +15,587
83 Pure Financial Advisors, LLC 0.68% of their portfolio SAN DIEGO, CA 126,637126.6k $32.5m $32.5m 0.68% Added +878 +878
84 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 124,646124.6k $32.0m $32.0m 0.05% Reduced -9.9k -9,877
85 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 119,027119.0k $30.6m $30.6m 0.06% Reduced -6.1k -6,119
86 MERCER GLOBAL ADVISORS INC /ADV 0.07% of their portfolio DENVER, CO 117,351117.4k $30.2m $30.2m 0.07% Added +18.2k +18,234
87 SCS Capital Management LLC 0.37% of their portfolio BOSTON, MA 114,278114.3k $29.4m $29.4m 0.37% New
88 SAGE FINANCIAL GROUP INC 2.33% of their portfolio W. CONSHOHOCKEN, PA 112,015112.0k $28.8m $28.8m 2.33% Added +442 +442
89 Koesten, Hirschmann & Crabtree, INC. 16.51% of their portfolio OVERLAND PARK, KS 111,964112.0k $28.8m $28.8m 16.51% Added +4.1k +4,121
90 RIVERSEDGE ADVISORS, LLC 6.40% of their portfolio Wilmington, DE 111,681111.7k $28.7m $28.7m 6.40% Added +110.4k +110,388
91 Latigo Investments, LLC 14.93% of their portfolio FORT LAUDERDALE, FL 108,982109.0k $28.0m $28.0m 14.93% Unchanged
92 LEAVELL INVESTMENT MANAGEMENT, INC. 1.36% of their portfolio MOBILE, AL 106,987107.0k $27.5m $27.5m 1.36% Reduced -325 -325
93 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 103,586103.6k $26.6m $26.6m 0.04% Reduced -14.7k -14,664
94 OAK HILL WEALTH ADVISORS, LLC 5.87% of their portfolio LANSDOWNE, VA 98,52198.5k $25.3m $25.3m 5.87% Reduced -2.3k -2,290
95 Wade Financial Advisory, Inc 8.60% of their portfolio CAMPBELL, CA 97,68897.7k $25.1m $25.1m 8.60% Reduced -984 -984
96 Modern Wealth Management, LLC 0.75% of their portfolio KANSAS CITY, MO 91,65091.7k $23.6m $23.6m 0.75% New
97 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 89,46489.5k $23.0m $23.0m 0.01% Reduced -32 -32
98 TD Capital Management LLC 2.33% of their portfolio MEMPHIS, TN 89,43089.4k $23.0m $23.0m 2.33% Reduced -181 -181
99 MOLLER WEALTH PARTNERS 5.44% of their portfolio NORTHFIELD, IL 85,52185.5k $22.0m $22.0m 5.44% Reduced -2.7k -2,738
100 Bristlecone Advisors, LLC 1.79% of their portfolio BELLEVUE, WA 85,33685.3k $21.9m $21.9m 1.79% Reduced -12.1k -12,097