Vault-13

VANGUARD INDEX FDS VV

LARGE CAP ETF · ETP · CUSIP 922908637

1,324 institutional holders -10 vs Q4 2025
107,112,295107.1m shares reported held*
$31.9bnreported value*
74 new 414 added 427 reduced 77 sold out net bought ≈ $997.9m (+3.3m 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 ($309.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $297.87. Options: 3 managers hold calls ($7.1m notional), 3 hold puts ($3.2m).

Trends to Q1 2026

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: 1,190Q2 25: 1,231Q3 25: 1,271Q4 25: 1,334Q1 26: 1,3241,324Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q2 20251,231
Q3 20251,271
Q4 20251,334
Q1 20261,324

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 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 25Q2 25: 437 bought or addedQ2 25: 429 cut or sold outQ3 25: 457 bought or addedQ3 25: 482 cut or sold outQ3 25Q4 25: 471 bought or addedQ4 25: 490 cut or sold outQ1 26: 488 bought or addedQ1 26: 504 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024361393
Q3 2024429390
Q4 2024416428
Q1 2025476437
Q2 2025437429
Q3 2025457482
Q4 2025471490
Q1 2026488504

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ2 25 calls: $7.6mQ2 25 puts: $3.0mQ2 25P/C 0.39Q3 25 calls: $6.1mQ3 25 puts: $1.9mQ3 25P/C 0.31Q4 25 calls: $5.5mQ4 25 puts: $2.7mQ4 25P/C 0.50Q1 26 calls: $7.1mQ1 26 puts: $3.2mQ1 26P/C 0.45
Numbers
QuarterCallsPutsP/C
Q2 2025$7.6m$3.0m0.39
Q3 2025$6.1m$1.9m0.31
Q4 2025$5.5m$2.7m0.50
Q1 2026$7.1m$3.2m0.45

Biggest buyers

UBS Group AG Added +1,841,413+1.8m
Wealthquest Corp Added +1,240,667+1.2m
JONES FINANCIAL COMPANIES LLLP Added +825,260+825.3k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +311,331+311.3k
Wealthspire Advisors, LLC Added +262,452+262.5k
AlphaCore Capital LLC Added +163,418+163.4k
BlackRock, Inc. Added +137,579+137.6k
Laird Norton Wetherby Trust Company, LLC Added +137,570+137.6k
ENVESTNET ASSET MANAGEMENT INC Added +118,681+118.7k
TWO SIGMA INVESTMENTS, LP New +117,760+117.8k

Biggest sellers

AXXCESS WEALTH MANAGEMENT, LLC Sold out -1,058,705-1.1m
TIAA TRUST, NATIONAL ASSOCIATION Reduced -479,838-479.8k
Corient Private Wealth LP Reduced -211,875-211.9k
SIGNATUREFD, LLC Reduced -204,961-205.0k
RIVERSEDGE ADVISORS, LLC Reduced -116,366-116.4k
BANK OF AMERICA CORP /DE/ Reduced -97,969-98.0k
Janney Montgomery Scott LLC Sold out -91,443-91.4k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -86,778-86.8k
Orion Porfolio Solutions, LLC Reduced -78,939-78.9k
Financial Management Professionals, Inc. Reduced -78,271-78.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.9m16.3k shares
CITADEL ADVISORS LLC Added $1.3m4.3k shares
JANE STREET GROUP, LLC New $956.3k3.2k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.9m6.4k shares
UBS Group AG New $657.5k2.2k shares
CITADEL ADVISORS LLC Added $597.7k2.0k 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 JONES FINANCIAL COMPANIES LLLP 2.61% of their portfolio DES PERES, MO 18,664,46518.7m $5.4bn $5.4bn 2.61% Added +825.3k +825,260
2 Creative Planning 2.49% of their portfolio OVERLAND PARK, KS 12,262,53112.3m $3.7bn $3.7bn 2.49% Added +45.6k +45,572
3 National Mutual Insurance Federation of Agricultural Cooperatives 15.06% of their portfolio TOKYO, JAPAN, M0 6,543,3176.5m $2.0bn $2.0bn 15.06% Unchanged
4 UBS Group AG 0.21% of their portfolio ZURICH, V8 4,047,5134.0m $1.2bn $1.2bn 0.21% Added +1.8m +1,841,413
5 Vanguard Global Advisers, LLC 0.64% of their portfolio MALVERN, PA 4,004,3374.0m $1.2bn $1.2bn 0.64% First filing
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.52% of their portfolio MILWAUKEE, WI 2,841,6122.8m $849.2m $849.2m 0.52% Added +80.5k +80,456
7 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 2,689,5762.7m $803.8m $803.8m 0.06% Reduced -98.0k -97,969
8 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 2,689,1212.7m $803.6m $803.6m 0.05% Reduced -32.3k -32,252
9 Johnson Financial Group, LLC 50.86% of their portfolio Denver, CO 2,555,9572.6m $763.8m $763.8m 50.86% Added +44.1k +44,086
10 Wealthquest Corp 27.12% of their portfolio CINCINNATI, OH 2,418,4802.4m $741.5m $741.5m 27.12% Added +1.2m +1,240,667
11 PNC Financial Services Group, Inc. 0.36% of their portfolio Pittsburgh, PA 2,102,7462.1m $628.4m $628.4m 0.36% Reduced -3.6k -3,592
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.08% of their portfolio SAN FRANCISCO, CA 1,838,8981.8m $549.6m $549.6m 0.08% Reduced -86.8k -86,778
13 ENVESTNET ASSET MANAGEMENT INC 0.12% of their portfolio Berwyn, PA 1,540,1861.5m $460.3m $460.3m 0.12% Added +118.7k +118,681
14 FMR LLC 0.02% of their portfolio BOSTON, MA 1,533,0461.5m $458.2m $458.2m 0.02% Reduced -12.9k -12,865
15 WELLS FARGO & COMPANY/MN 0.09% of their portfolio SAN FRANCISCO, CA 1,438,6171.4m $429.9m $429.9m 0.09% Reduced -11.7k -11,697
16 MONETA GROUP INVESTMENT ADVISORS LLC 3.08% of their portfolio ST LOUIS, MO 1,369,6901.4m $409.3m $409.3m 3.08% Added +54.9k +54,875
17 Capital Asset Advisory Services LLC 12.97% of their portfolio Williamston, MI 1,037,6461.0m $338.0m $338.0m 12.97% Reduced -63.7k -63,684
18 AMERIPRISE FINANCIAL INC 0.06% of their portfolio MINNEAPOLIS, MN 844,862844.9k $252.4m $252.4m 0.06% Added +38.8k +38,772
19 Pathstone Holdings, LLC 0.99% of their portfolio ENGLEWOOD, NJ 836,558836.6k $250.0m $250.0m 0.99% Added +80.9k +80,853
20 Wealthspire Advisors, LLC 1.90% of their portfolio NEW YORK, NY 807,783807.8k $241.4m $241.4m 1.90% Added +262.5k +262,452
21 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 792,998793.0k $237.0m $237.0m 0.04% Reduced -21.2k -21,243
22 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 766,555766.6k $229.1m $229.1m 0.07% Added +28.7k +28,668
23 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 745,929745.9k $222.9m $222.9m 0.06% Reduced -17.9k -17,925
24 Wealthfront Advisers LLC 0.48% of their portfolio Palo Alto, CA 738,555738.6k $220.7m $220.7m 0.48% Added +20.8k +20,753
25 Voya Financial Advisors, Inc. 21.15% of their portfolio WINDSOR, CT 728,167728.2k $212.1m $212.1m 21.15% Added +30.6k +30,639
26 VANTAGEPOINT INVESTMENT ADVISERS LLC 1.62% of their portfolio WASHINGTON, DC 640,266640.3k $191.3m $191.3m 1.62% Reduced -11.5k -11,537
27 Mariner, LLC 0.21% of their portfolio Overland Park, KS 603,947603.9k $180.4m $180.4m 0.21% Added +15.6k +15,649
28 Focus Partners Wealth 0.18% of their portfolio ST LOUIS, MO 532,814532.8k $160.0m $160.0m 0.18% Added +10.9k +10,950
29 Bleakley Financial Group, LLC 2.48% of their portfolio PARSIPPANY, NJ 529,356529.4k $158.2m $158.2m 2.48% Added +20.7k +20,690
30 Cresset Asset Management, LLC 0.68% of their portfolio Chicago, IL 529,201529.2k $158.2m $158.2m 0.68% Added +10.7k +10,736
31 James J. Burns & Company, LLC 19.94% of their portfolio MELVILLE, NY 491,868491.9k $147.0m $147.0m 19.94% Reduced -8.9k -8,906
32 Millburn Ridgefield LLC /DE/ 2.86% of their portfolio New York, NY 445,130445.1k $133.0m $133.0m 2.86% Added +66.7k +66,691
33 Catalyst Capital Advisors LLC 2.48% of their portfolio San Juan, PR 445,130445.1k $133.0m $133.0m 2.48% Added +66.7k +66,691
34 COLDSTREAM CAPITAL MANAGEMENT INC 1.63% of their portfolio BELLEVUE, WA 443,513443.5k $132.5m $132.5m 1.63% Reduced -9.1k -9,071
35 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.50% of their portfolio CHARLOTTE, NC 434,849434.8k $130.0m $130.0m 0.50% First filing
36 Garde Capital, Inc. 7.71% of their portfolio SEATTLE, WA 430,897430.9k $128.8m $128.8m 7.71% Reduced -135 -135
37 Mason & Associates, LLC 29.36% of their portfolio NEWPORT NEWS, VA 429,065429.1k $128.2m $128.2m 29.36% Added +2.6k +2,628
38 GeoWealth Management, LLC 4.58% of their portfolio CHICAGO, IL 425,422425.4k $127.1m $127.1m 4.58% Added +959 +959
39 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% of their portfolio NEW YORK, NY 415,557415.6k $124.2m $124.2m 0.03% Added +311.3k +311,331
40 AlphaCore Capital LLC 2.93% of their portfolio LA JOLLA, CA 413,306413.3k $123.5m $123.5m 2.93% Added +163.4k +163,418
41 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 392,369392.4k $117.3m $117.3m 0.12% Reduced -1.9k -1,935
42 Baltimore-Washington Financial Advisors, Inc. 4.96% of their portfolio Columbia, MD 385,016385.0k $115.1m $115.1m 4.96% Added +4.9k +4,888
43 COMMONWEALTH EQUITY SERVICES, LLC 0.16% of their portfolio WALTHAM, MA 383,260383.3k $114.5m $114.5m 0.16% Reduced -6.3k -6,275
44 Ballentine Partners, LLC 1.58% of their portfolio Waltham, MA 380,612380.6k $113.7m $113.7m 1.58% Reduced -9.0k -9,030
45 Heartwood Wealth Advisors LLC 9.50% of their portfolio RICHMOND, VA 364,547364.5k $108.9m $108.9m 9.50% Added +6.7k +6,695
46 FIFTH THIRD BANCORP 0.20% of their portfolio CINCINNATI, OH 361,696361.7k $108.1m $108.1m 0.20% Added +78.1k +78,099
47 Truepoint, Inc. 2.35% of their portfolio CINCINNATI, OH 352,290352.3k $105.3m $105.3m 2.35% Added +53.9k +53,865
48 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 348,373348.4k $104.1m $104.1m 0.01% Added +10.4k +10,371
49 PITTENGER & ANDERSON INC 3.88% of their portfolio LINCOLN, NE 326,369326.4k $97.5m $97.5m 3.88% Reduced -12.1k -12,109
50 Equitable Holdings, Inc. 0.54% of their portfolio NEW YORK, NY 323,899323.9k $84.2m $84.2m 0.54% Added +4.0k +4,007
51 BlackRock, Inc. 0.00% of their portfolio New York, NY 318,319318.3k $95.1m $95.1m 0.00% Added +137.6k +137,579
52 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 316,012316.0k $91.7m $91.7m 0.01% Added +19.3k +19,296
53 Norinchukin Bank, The 1.05% of their portfolio TOKYO, M0 300,000300.0k $89.7m $89.7m 1.05% Unchanged
54 MilWealth Group LLC 21.04% of their portfolio MILWAUKEE, WI 295,789295.8k $88.4m $88.4m 21.04% Added +2.9k +2,854
55 Plante Moran Financial Advisors, LLC 5.55% of their portfolio SOUTHFIELD, MI 287,055287.1k $85.8m $85.8m 5.55% Reduced -20.0k -19,987
56 IMA Advisory Services, Inc. 7.69% of their portfolio DENVER, CO 264,311264.3k $78.8m $78.8m 7.69% Added +1.6k +1,626
57 AGF MANAGEMENT LTD 0.35% of their portfolio TORONTO, A6 260,987261.0k $78.0m $78.0m 0.35% Reduced -5.0k -4,964
58 MML INVESTORS SERVICES, LLC 0.21% of their portfolio SPRINGFIELD, MA 257,442257.4k $76.9m $76.9m 0.21% Reduced -41.1k -41,118
59 CAPTRUST FINANCIAL ADVISORS 0.13% of their portfolio RALEIGH, NC 253,496253.5k $75.8m $75.8m 0.13% Added +6.3k +6,332
60 Baker Avenue Asset Management, LP 1.72% of their portfolio SAN FRANCISCO, CA 253,161253.2k $75.7m $75.7m 1.72% Added +8.2k +8,194
61 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 219,002219.0k $65.6m $65.6m 0.09% Reduced -211.9k -211,875
62 Transamerica Financial Advisors, LLC 5.52% of their portfolio CEDAR RAPIDS, IA 216,623216.6k $64.7m $64.7m 5.52% Reduced -17.2k -17,195
63 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 214,440214.4k $64.1m $64.1m 0.09% Reduced -22.9k -22,899
64 Cerity Partners LLC 0.09% of their portfolio NEW YORK, NY 212,324212.3k $63.5m $63.5m 0.09% Added +3.8k +3,824
65 Parallel Advisors, LLC 1.14% of their portfolio SAN FRANCISCO, CA 211,550211.6k $63.2m $63.2m 1.14% Reduced -4.3k -4,333
66 Addis & Hill, Inc 38.39% of their portfolio WAYNE, PA 211,235211.2k $63.1m $63.1m 38.39% Added +3.5k +3,533
67 Jaffetilchin Investment Partners, LLC 3.63% of their portfolio TAMPA, FL 204,185204.2k $61.0m $61.0m 3.63% Added +546 +546
68 JUNCTURE WEALTH STRATEGIES, LLC 20.28% of their portfolio SCOTTSDALE, AZ 203,078203.1k $60.7m $60.7m 20.28% Reduced -32.8k -32,802
69 Laird Norton Wetherby Trust Company, LLC 1.28% of their portfolio Seattle, WA 195,721195.7k $58.5m $58.5m 1.28% Added +137.6k +137,570
70 Lido Advisors, LLC 0.23% of their portfolio Los Angeles, CA 194,297194.3k $58.1m $58.1m 0.23% Added +4.1k +4,080
71 TRUST POINT INC. 5.01% of their portfolio LA CROSSE, WI 193,088193.1k $57.7m $57.7m 5.01% Reduced -13.6k -13,586
72 Sunflower Bank, N.A. 14.55% of their portfolio DALLAS, TX 191,036191.0k $57.1m $57.1m 14.55% Added +4.7k +4,675
73 Hurlow Wealth Management Group, Inc. 13.49% of their portfolio BLOOMINGTON, IN 189,574189.6k $56.7m $56.7m 13.49% Added +10.4k +10,444
74 TRB Wealth Management, LLC 7.96% of their portfolio HOUSTON, TX 187,507187.5k $56.0m $56.0m 7.96% First filing
75 Financial Planning Navigators CORP 23.38% of their portfolio MAPLE GROVE, MN 178,447178.4k $53.3m $53.3m 23.38% Added +7.1k +7,130
76 QRG CAPITAL MANAGEMENT, INC. 0.55% of their portfolio BERWYN, PA 177,515177.5k $53.1m $53.1m 0.55% Added +23.3k +23,327
77 SIGNATUREFD, LLC 0.78% of their portfolio ATLANTA, GA 171,050171.1k $51.1m $51.1m 0.78% Reduced -205.0k -204,961
78 Acropolis Investment Management, LLC 2.23% of their portfolio ST. LOUIS, MO 168,552168.6k $50.4m $50.4m 2.23% Added +1.4k +1,388
79 VSM Wealth Advisory, LLC 14.94% of their portfolio HUNT VALLEY, MD 167,368167.4k $50.0m $50.0m 14.94% Added +2.0k +2,031
80 Kathmere Capital Management, LLC 3.05% of their portfolio WAYNE, PA 164,502164.5k $49.2m $49.2m 3.05% Added +3.4k +3,356
81 Cambridge Investment Research Advisors, Inc. 0.13% of their portfolio FAIRFIELD, IA 163,842163.8k $49.0m $49.0m 0.13% Added +3.3k +3,286
82 Badgley Phelps Wealth Managers, LLC 0.95% of their portfolio SEATTLE, WA 159,809159.8k $47.8m $47.8m 0.95% Added +1.4k +1,369
83 IEQ CAPITAL, LLC 0.22% of their portfolio Foster City, CA 158,165158.2k $47.3m $47.3m 0.22% Reduced -5.2k -5,216
84 Betterment LLC 0.09% of their portfolio NEW YORK, NY 157,973158.0k $47.2m $47.2m 0.09% Added +50.1k +50,074
85 RIVERSEDGE ADVISORS, LLC 7.14% of their portfolio Wilmington, DE 147,593147.6k $44.1m $44.1m 7.14% Reduced -116.4k -116,366
86 JMG Financial Group, Ltd. 1.21% of their portfolio DOWNERS GROVE, IL 147,066147.1k $44.0m $44.0m 1.21% Reduced -484 -484
87 MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio DENVER, CO 144,988145.0k $43.3m $43.3m 0.06% Added +13.7k +13,710
88 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.09% of their portfolio PLYMOUTH, MN 133,685133.7k $40.3m $40.3m 0.09% Reduced -53.6k -53,585
89 McIlrath & Eck, LLC 2.92% of their portfolio ARLINGTON, WA 131,938131.9k $39.4m $39.4m 2.92% Added +7.1k +7,115
90 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 131,162131.2k $39.2m $39.2m 0.07% Added +40.0k +40,032
91 Pure Financial Advisors, LLC 0.54% of their portfolio SAN DIEGO, CA 126,833126.8k $37.9m $37.9m 0.54% Reduced -2.5k -2,498
92 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 125,555125.6k $37.5m $37.5m 0.00% Reduced -211 -211
93 Koesten, Hirschmann & Crabtree, INC. 17.69% of their portfolio OVERLAND PARK, KS 121,493121.5k $36.3m $36.3m 17.69% Added +3.3k +3,313
94 Haverford Trust Co 0.33% of their portfolio Radnor, PA 121,461121.5k $36.3m $36.3m 0.33% Reduced -10.4k -10,426
95 TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio NEW YORK, NY 117,760117.8k $35.2m $35.2m 0.03% New
96 Quantinno Capital Management LP 0.06% of their portfolio NEW YORK, NY 117,038117.0k $35.0m $35.0m 0.06% Added +445 +445
97 TIAA TRUST, NATIONAL ASSOCIATION 2.12% of their portfolio CHARLOTTE, NC 116,854116.9k $34.9m $34.9m 2.12% Reduced -479.8k -479,838
98 WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 5.58% of their portfolio BERMUDA RUN, NC 116,695116.7k $34.9m $34.9m 5.58% Reduced -13.5k -13,508
99 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 116,651116.7k $34.9m $34.9m 0.04% Added +2.6k +2,642
100 SCS Capital Management LLC 0.36% of their portfolio BOSTON, MA 112,445112.4k $33.6m $33.6m 0.36% Reduced -457 -457