Vault-13

VANGUARD INDEX FDS VXF

EXTEND MKT ETF · ETP · CUSIP 922908652

872 institutional holders -33 vs Q4 2024
50,130,03950.1m shares reported held*
$8.6bnreported value*
59 new 313 added 281 reduced 81 sold out net bought ≈ $387.6m (+2.2m 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 ($15.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $172.47. Options: 2 managers hold calls ($2.7m notional), 2 hold puts ($568.5k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 616Q4 22: 672Q1 23: 664Q2 23: 694Q3 23: 688Q4 23: 769Q1 24: 776Q2 24: 788Q3 24: 815Q4 24: 905Q1 25: 872872Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022616
Q4 2022672
Q1 2023664
Q2 2023694
Q3 2023688
Q4 2023769
Q1 2024776
Q2 2024788
Q3 2024815
Q4 2024905
Q1 2025872

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 23: 249 bought or addedQ2 23: 275 cut or sold outQ3 23: 286 bought or addedQ3 23: 284 cut or sold outQ3 23Q4 23: 333 bought or addedQ4 23: 282 cut or sold outQ1 24: 323 bought or addedQ1 24: 293 cut or sold outQ1 24Q2 24: 308 bought or addedQ2 24: 301 cut or sold outQ3 24: 337 bought or addedQ3 24: 296 cut or sold outQ3 24Q4 24: 348 bought or addedQ4 24: 325 cut or sold outQ1 25: 372 bought or addedQ1 25: 362 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023249275
Q3 2023286284
Q4 2023333282
Q1 2024323293
Q2 2024308301
Q3 2024337296
Q4 2024348325
Q1 2025372362

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ2 24 calls: $1.8mQ2 24 puts: $708.9kQ2 24P/C 0.39Q3 24 calls: $3.2mQ3 24 puts: $5.8mQ3 24P/C 1.80Q4 24 calls: $4.1mQ4 24 puts: $588.9kQ4 24P/C 0.14Q1 25 calls: $2.7mQ1 25 puts: $568.5kQ1 25P/C 0.21
Numbers
QuarterCallsPutsP/C
Q2 2024$1.8m$708.9k0.39
Q3 2024$3.2m$5.8m1.80
Q4 2024$4.1m$588.9k0.14
Q1 2025$2.7m$568.5k0.21

Biggest buyers

ROYAL BANK OF CANADA Added +1,257,230+1.3m
Wealthspire Advisors, LLC Added +803,373+803.4k
NATIXIS ADVISORS, LLC Added +242,286+242.3k
MORGAN STANLEY Added +241,202+241.2k
CITIGROUP INC Added +156,870+156.9k
MERCER GLOBAL ADVISORS INC /ADV Added +153,060+153.1k
VANGUARD GROUP INC Added +140,037+140.0k
Plante Moran Financial Advisors, LLC Added +125,584+125.6k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +109,884+109.9k
UBS Group AG Added +108,598+108.6k

Biggest sellers

Focus Partners Wealth Reduced -621,894-621.9k
Thrivent Financial for Lutherans Reduced -342,588-342.6k
Wealthfront Advisers LLC Reduced -303,456-303.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -200,100-200.1k
Envestnet Portfolio Solutions, Inc. Reduced -168,390-168.4k
Cambridge Investment Research Advisors, Inc. Reduced -135,006-135.0k
Ocean Park Asset Management, LLC Sold out -93,515-93.5k
Legacy Private Trust Co. Reduced -68,701-68.7k
Beacon Harbor Wealth Advisors, Inc. Reduced -51,203-51.2k
First Heartland Consultants, Inc. Reduced -49,521-49.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.8m10.6k shares
CITADEL ADVISORS LLC Added $861.3k5.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $551.2k3.2k shares
CITADEL ADVISORS LLC Reduced $17.2k100 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 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 3,612,4883.6m $622.3m $622.3m 0.04% Added +241.2k +241,202
2 Wealthfront Advisers LLC 1.45% of their portfolio Palo Alto, CA 3,143,8883.1m $541.6m $541.6m 1.45% Reduced -303.5k -303,456
3 ENVESTNET ASSET MANAGEMENT INC 0.15% of their portfolio Berwyn, PA 2,735,8262.7m $471.3m $471.3m 0.15% Reduced -200.1k -200,100
4 ROYAL BANK OF CANADA 0.08% of their portfolio TORONTO, A6 2,081,1042.1m $358.5m $358.5m 0.08% Added +1.3m +1,257,230
5 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 1,675,6881.7m $288.7m $288.7m 0.03% Added +65.1k +65,069
6 Wealthspire Advisors, LLC 1.63% of their portfolio NEW YORK, NY 1,583,0321.6m $272.7m $272.7m 1.63% Added +803.4k +803,373
7 CITIGROUP INC 0.17% of their portfolio NEW YORK, NY 1,314,5421.3m $226.4m $226.4m 0.17% Added +156.9k +156,870
8 FIFTH THIRD BANCORP 0.79% of their portfolio CINCINNATI, OH 1,200,3251.2m $206.8m $206.8m 0.79% Added +40.4k +40,385
9 ASSETMARK, INC 0.56% of their portfolio CONCORD, CA 1,182,4301.2m $203.7m $203.7m 0.56% Added +24.5k +24,472
10 US BANCORP \DE\ 0.26% of their portfolio MINNEAPOLIS, MN 1,136,6821.1m $195.8m $195.8m 0.26% Reduced -12.9k -12,915
11 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,083,1061.1m $186.6m $186.6m 0.00% Added +140.0k +140,037
12 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 949,158949.2k $163.5m $163.5m 0.06% Added +17.5k +17,526
13 Focus Partners Wealth 0.37% of their portfolio ST LOUIS, MO 862,526862.5k $148.6m $148.6m 0.37% Reduced -621.9k -621,894
14 Cerity Partners LLC 0.30% of their portfolio NEW YORK, NY 858,551858.6k $147.9m $147.9m 0.30% Added +96.9k +96,902
15 UBS Group AG 0.03% of their portfolio ZURICH, V8 755,966756.0k $130.2m $130.2m 0.03% Added +108.6k +108,598
16 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 755,422755.4k $130.1m $130.1m 0.02% Reduced -3.9k -3,910
17 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 734,201734.2k $126.5m $126.5m 0.05% Added +34.9k +34,948
18 Envestnet Portfolio Solutions, Inc. 0.47% of their portfolio BERWYN, PA 716,802716.8k $123.5m $123.5m 0.47% Reduced -168.4k -168,390
19 Plante Moran Financial Advisors, LLC 9.94% of their portfolio SOUTHFIELD, MI 671,010671.0k $115.6m $115.6m 9.94% Added +125.6k +125,584
20 SigFig Wealth Management, LLC 3.67% of their portfolio SAN FRANCISCO, CA 586,476586.5k $101.4m $101.4m 3.67% Reduced -25.1k -25,132
21 SageView Advisory Group, LLC 4.21% of their portfolio Newport Beach, CA 572,845572.8k $98.7m $98.7m 4.21% Added +14.7k +14,699
22 WELLS FARGO & COMPANY/MN 0.02% of their portfolio SAN FRANCISCO, CA 571,086571.1k $98.4m $98.4m 0.02% Added +10.6k +10,554
23 Stratos Wealth Partners, LTD. 1.35% of their portfolio BEACHWOOD, OH 513,098513.1k $88.4m $88.4m 1.35% Reduced -14.3k -14,329
24 Blue Trust, Inc. 1.09% of their portfolio BRENTWOOD, TN 491,712491.7k $84.7m $84.7m 1.09% Reduced -33.1k -33,114
25 NATIXIS ADVISORS, LLC 0.15% of their portfolio Boston, MA 480,154480.2k $82.7m $82.7m 0.15% Added +242.3k +242,286
26 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 479,297479.3k $82.6m $82.6m 0.08% Reduced -3.5k -3,512
27 NEPC LLC 2.10% of their portfolio Boston, MA 441,206441.2k $76.0m $76.0m 2.10% Reduced -31.0k -31,025
28 OSAIC HOLDINGS, INC. 0.17% of their portfolio SCOTTSDALE, AZ 433,558433.6k $74.8m $74.8m 0.17% Added +95.3k +95,346
29 DIVERSIFIED TRUST CO 1.85% of their portfolio MEMPHIS, TN 433,263433.3k $74.6m $74.6m 1.85% Reduced -284 -284
30 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 424,191424.2k $73.1m $73.1m 0.25% Reduced -135.0k -135,006
31 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.06% of their portfolio MILWAUKEE, WI 414,427414.4k $71.4m $71.4m 0.06% Added +109.9k +109,884
32 Gleason Group, Inc. 12.79% of their portfolio PROSPECT, KY 411,004411.0k $70.8m $70.8m 12.79% Added +10.0k +10,011
33 TD PRIVATE CLIENT WEALTH LLC 1.89% of their portfolio NEW YORK, NY 397,338397.3k $68.4m $68.4m 1.89% Added +31.8k +31,778
34 Charter Oak Capital Management, LLC 5.83% of their portfolio PORTSMOUTH, NH 368,806368.8k $63.5m $63.5m 5.83% Added +12.8k +12,820
35 Van Cleef Asset Management,Inc 6.86% of their portfolio BEACHWOOD, OH 352,034352.0k $60.6m $60.6m 6.86% Added +3.0k +2,994
36 AMERIPRISE FINANCIAL INC 0.02% of their portfolio MINNEAPOLIS, MN 341,008341.0k $58.8m $58.8m 0.02% Added +15.6k +15,637
37 BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio PARIS, I0 289,792289.8k $49.9m $49.9m 0.04% First filing
38 COMMONWEALTH EQUITY SERVICES, LLC 0.07% of their portfolio WALTHAM, MA 269,547269.5k $46.4m $46.4m 0.07% Added +41.6k +41,575
39 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 265,700265.7k $45.8m $45.8m 0.09% Added +280 +280
40 COLDSTREAM CAPITAL MANAGEMENT INC 0.97% of their portfolio BELLEVUE, WA 265,698265.7k $45.8m $45.8m 0.97% Added +11.3k +11,273
41 ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio NASHVILLE, TN 255,597255.6k $44.0m $44.0m 0.02% Reduced -2.9k -2,885
42 Mariner, LLC 0.07% of their portfolio Overland Park, KS 246,119246.1k $42.4m $42.4m 0.07% Reduced -253 -253
43 Legacy Private Trust Co. 2.84% of their portfolio NEENAH, WI 239,534239.5k $41.3m $41.3m 2.84% Reduced -68.7k -68,701
44 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2.19% of their portfolio ROCHESTER, NY 231,707231.7k $39.9m $39.9m 2.19% Added +2.3k +2,344
45 Voya Financial Advisors, Inc. 4.24% of their portfolio WINDSOR, CT 222,272222.3k $38.4m $38.4m 4.24% Added +6.7k +6,700
46 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 198,902198.9k $34.3m $34.3m 0.08% Added +153.1k +153,060
47 GeoWealth Management, LLC 1.36% of their portfolio CHICAGO, IL 197,172197.2k $34.0m $34.0m 1.36% Added +7.4k +7,403
48 UNITED SERVICES AUTOMOBILE ASSOCIATION 1.04% of their portfolio SAN ANTONIO, TX 195,936195.9k $33.8m $33.8m 1.04% Added +46.7k +46,654
49 James J. Burns & Company, LLC 6.03% of their portfolio MELVILLE, NY 195,552195.6k $33.7m $33.7m 6.03% Reduced -199 -199
50 MML INVESTORS SERVICES, LLC 0.11% of their portfolio SPRINGFIELD, MA 195,277195.3k $33.6m $33.6m 0.11% Added +5.1k +5,146
51 ACT WEALTH MANAGEMENT, LLC 14.52% of their portfolio PLANO, TX 186,239186.2k $32.1m $32.1m 14.52% Reduced -679 -679
52 Tenon Financial LLC 17.38% of their portfolio METUCHEN, NJ 162,972163.0k $28.1m $28.1m 17.38% Added +13.2k +13,154
53 LINCOLN NATIONAL CORP 0.90% of their portfolio RADNOR, PA 162,637162.6k $28.0m $28.0m 0.90% Added +1.9k +1,855
54 Lido Advisors, LLC 0.16% of their portfolio Los Angeles, CA 158,297158.3k $27.3m $27.3m 0.16% Reduced -4.3k -4,343
55 MAYPORT, LLC 7.32% of their portfolio NEWTON, MA 154,019154.0k $26.5m $26.5m 7.32% Added +15.7k +15,738
56 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 148,170148.2k $25.5m $25.5m 0.06% Reduced -582 -582
57 MATHER GROUP, LLC. 0.29% of their portfolio CHICAGO, IL 146,754146.8k $25.3m $25.3m 0.29% Added +2.1k +2,103
58 JONES FINANCIAL COMPANIES LLLP 0.02% of their portfolio DES PERES, MO 144,025144.0k $24.9m $24.9m 0.02% Added +32.2k +32,221
59 Beacon Harbor Wealth Advisors, Inc. 5.45% of their portfolio VIRGINIA BEACH, VA 136,177136.2k $23.5m $23.5m 5.45% Reduced -51.2k -51,203
60 Firestone Capital Management 6.10% of their portfolio SOUTH MIAMI, FL 135,081135.1k $23.3m $23.3m 6.10% Reduced -965 -965
61 MOODY NATIONAL BANK TRUST DIVISION 2.37% of their portfolio GALVESTON, TX 131,869131.9k $22.7m $22.7m 2.37% Added +21.2k +21,185
62 FC Advisory LLC 7.66% of their portfolio WEST CHESTER, PA 131,551131.6k $22.7m $22.7m 7.66% Added +3.4k +3,408
63 Investment Planning Advisors, Inc. 8.92% of their portfolio CUMMING, GA 127,391127.4k $21.9m $21.9m 8.92% Added +90.7k +90,680
64 Valmark Advisers, Inc. 0.33% of their portfolio AKRON, OH 127,125127.1k $21.9m $21.9m 0.33% Added +8.6k +8,598
65 New England Private Wealth Advisors LLC 3.12% of their portfolio WELLESLEY, MA 117,269117.3k $20.2m $20.2m 3.12% Added +3.5k +3,482
66 Procyon Advisors, LLC 1.16% of their portfolio SHELTON, CT 110,890110.9k $19.1m $19.1m 1.16% Added +37.7k +37,722
67 Private Advisor Group, LLC 0.11% of their portfolio MORRISTOWN, NJ 107,295107.3k $18.5m $18.5m 0.11% Reduced -191 -191
68 CYPRESS FINANCIAL PLANNING LLC 6.57% of their portfolio HADDON HEIGHTS, NJ 105,662105.7k $18.2m $18.2m 6.57% Added +7.2k +7,242
69 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 104,402104.4k $18.0m $18.0m 0.02% Added +2.1k +2,126
70 Thrive Capital Management, LLC 11.47% of their portfolio FORT WASHINGTON, PA 100,057100.1k $19.2m $19.2m 11.47% New
71 CAPTRUST FINANCIAL ADVISORS 0.04% of their portfolio RALEIGH, NC 99,58899.6k $17.2m $17.2m 0.04% Added +27.2k +27,185
72 Thrivent Financial for Lutherans 0.04% of their portfolio Minneapolis, MN 97,24297.2k $19.5m $19.5m 0.04% Reduced -342.6k -342,588
73 Continuum Advisory, LLC 2.14% of their portfolio EAGLE, ID 96,66096.7k $16.7m $16.7m 2.14% Added +1.5k +1,542
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 96,24396.2k $16.6m $16.6m 0.00% Added +208 +208
75 SlateStone Wealth, LLC 1.65% of their portfolio JUPITER, FL 95,44195.4k $16.4m $16.4m 1.65% Added +21.0k +21,041
76 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio Toronto, A6 94,74794.7k $16.3m $16.3m 0.02% Added +2.9k +2,898
77 BIP Alliance, LLC 6.61% of their portfolio ATLANTA, GA 90,75490.8k $15.6m $15.6m 6.61% Added +9.8k +9,756
78 BRIGHTON SECURITIES CORP. 7.55% of their portfolio ROCHESTER, NY 89,87889.9k $15.5m $15.5m 7.55% Reduced -1.4k -1,384
79 FIRST HAWAIIAN BANK 2.24% of their portfolio HONOLULU, HI 89,37689.4k $15.4m $15.4m 2.24% Added +771 +771
80 EARNEST PARTNERS LLC 0.07% of their portfolio ATLANTA, GA 89,13689.1k $15.4m $15.4m 0.07% Reduced -22.6k -22,623
81 Fairway Wealth LLC 5.52% of their portfolio INDEPENDENCE, OH 86,67486.7k $14.9m $14.9m 5.52% Added +42.8k +42,790
82 N.E.W. Advisory Services LLC 1.12% of their portfolio DE PERE, WI 84,72884.7k $14.6m $14.6m 1.12% Added +18.7k +18,717
83 NewEdge Advisors, LLC 0.08% of their portfolio NEW ORLEANS, LA 82,27682.3k $14.2m $14.2m 0.08% Added +3.9k +3,857
84 CIBC Private Wealth Group LLC 0.03% of their portfolio ATLANTA, GA 80,21580.2k $12.1m $12.1m 0.03% Reduced -4.6k -4,602
85 Wealth Group Ltd 4.03% of their portfolio EDEN PRAIRIE, MN 79,76579.8k $13.7m $13.7m 4.03% Reduced -4.1k -4,075
86 Beacon Pointe Advisors, LLC 0.15% of their portfolio NEWPORT BEACH, CA 79,19079.2k $13.6m $13.6m 0.15% Reduced -3.8k -3,812
87 Schechter Investment Advisors, LLC 1.10% of their portfolio BIRMINGHAM, MI 77,52277.5k $13.4m $13.4m 1.10% Reduced -290 -290
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 76,90676.9k $13.2m $13.2m 0.02% Added +41.7k +41,725
89 J.W. COLE ADVISORS, INC. 0.40% of their portfolio TAMPA, FL 75,58975.6k $13.0m $13.0m 0.40% Added +2.0k +1,976
90 D.A. DAVIDSON & CO. 0.10% of their portfolio GREAT FALLS, MT 75,46075.5k $13.0m $13.0m 0.10% Added +3.2k +3,208
91 Segment Wealth Management, LLC 0.88% of their portfolio HOUSTON, TX 75,17175.2k $12.9m $12.9m 0.88% Reduced -1.1k -1,100
92 SOL Capital Management CO 1.42% of their portfolio ROCKVILLE, MD 74,77874.8k $12.9m $12.9m 1.42% Added +540 +540
93 Ballentine Partners, LLC 0.22% of their portfolio Waltham, MA 74,50174.5k $12.8m $12.8m 0.22% Added +1.7k +1,686
94 Keel Point, LLC 0.99% of their portfolio HUNTSVILLE, AL 74,02174.0k $12.8m $12.8m 0.99% Added +1.9k +1,913
95 Ancora Advisors LLC 0.28% of their portfolio Cleveland, OH 73,59673.6k $12.7m $12.7m 0.28% Reduced -14 -14
96 FMR LLC 0.00% of their portfolio BOSTON, MA 73,27673.3k $12.6m $12.6m 0.00% Added +9.6k +9,577
97 BLAIR WILLIAM & CO/IL 0.04% of their portfolio CHICAGO, IL 72,20872.2k $12.4m $12.4m 0.04% Added +1.9k +1,931
98 PRINCIPAL SECURITIES, INC. 0.30% of their portfolio DES MOINES, IA 70,75970.8k $13.4m $13.4m 0.30% Added +664 +664
99 BESSEMER GROUP INC 0.02% of their portfolio WOODBRIDGE, NJ 70,70870.7k $12.2m $12.2m 0.02% Reduced -18.1k -18,060
100 Kestra Advisory Services, LLC 0.06% of their portfolio AUSTIN, TX 70,14370.1k $12.1m $12.1m 0.06% Reduced -3.7k -3,680