VANGUARD INDEX FDS VB
SMALL CP ETF · ETP · CUSIP 922908751
1,540
institutional holders
124.6m
shares reported held*
$21.3bnreported value*
* 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 ($52.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $170.88. Options: 4 managers hold calls ($11.3m notional), 3 hold puts ($3.8m).
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $5.8m33.7k shares |
| CITADEL ADVISORS LLC | — | $5.4m31.8k shares |
| Paladin Advisory Group, LLC | — | $68.0k398 shares |
| Cutler Group LLC / CA | — | $0900 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $2.2m12.8k shares |
| CITADEL ADVISORS LLC | — | $1.6m9.5k shares |
| Cutler Group LLC / CA | — | $0100 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, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| BANK OF AMERICA CORP /DE/ 0.42% of their portfolio | 18.8m $3.2bn | — |
| JONES FINANCIAL COMPANIES LLLP 2.97% of their portfolio | 9.5m $1.6bn | — |
| MORGAN STANLEY 0.15% of their portfolio | 6.5m $1.1bn | — |
| WELLS FARGO & COMPANY/MN 0.24% of their portfolio | 4.2m $709.7m | — |
| LPL Financial LLC 0.56% of their portfolio | 3.4m $578.3m | — |
| UBS Group AG 0.33% of their portfolio | 3.4m $573.4m | — |
| Bank of New York Mellon Corp 0.13% of their portfolio | 3.3m $556.7m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.26% of their portfolio | 2.7m $461.8m | — |
| AMERIPRISE FINANCIAL INC 0.16% of their portfolio | 2.5m $430.4m | — |
| PNC Financial Services Group, Inc. 0.35% of their portfolio | 1.9m $330.2m | — |
| GOLDMAN SACHS GROUP INC 0.10% of their portfolio | 1.9m $326.6m | — |
| Creative Planning 0.56% of their portfolio | 1.9m $324.1m | — |
| Charles Schwab Investment Advisory, Inc. 0.56% of their portfolio | 1.8m $306.6m | — |
| ROYAL BANK OF CANADA 0.09% of their portfolio | 1.6m $266.9m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.45% of their portfolio | 1.5m $260.8m | — |
| Wealthfront Advisers LLC 1.14% of their portfolio | 1.3m $214.7m | — |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 1.2m $198.3m | — |
| GLENMEDE TRUST CO NA 1.04% of their portfolio | 969.8k $165.8m | — |
| Raymond James Financial Services Advisors, Inc. 0.36% of their portfolio | 938.6k $160.4m | — |
| OSAIC HOLDINGS, INC. 0.36% of their portfolio | 915.9k $156.6m | — |
| STIFEL FINANCIAL CORP 0.25% of their portfolio | 909.7k $155.5m | — |
| TIAA, FSB 0.61% of their portfolio | 833.7k $142.5m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.37% of their portfolio | 829.6k $141.8m | — |
| Mariner, LLC 0.55% of their portfolio | 811.1k $138.6m | — |
| CIBC Private Wealth Group LLC 0.36% of their portfolio | 779.0k $133.1m | — |
| PATHSTONE FAMILY OFFICE, LLC 1.18% of their portfolio | 762.7k $130.5m | — |
| SIGNATUREFD, LLC 4.30% of their portfolio | 735.1k $125.6m | — |
| CAPTRUST FINANCIAL ADVISORS 0.73% of their portfolio | 730.6k $124.9m | — |
| Annex Advisory Services, LLC 8.21% of their portfolio | 712.4k $121.8m | — |
| TRUIST FINANCIAL CORP 0.22% of their portfolio | 676.5k $115.6m | — |
| MISSION WEALTH MANAGEMENT, LP 6.22% of their portfolio | 676.1k $115.5m | — |
| FMR LLC 0.01% of their portfolio | 672.5k $114.9m | — |
| Millburn Ridgefield LLC /DE/ 4.79% of their portfolio | 619.2k $105.8m | — |
| Catalyst Capital Advisors LLC 4.00% of their portfolio | 619.2k $105.8m | — |
| RAYMOND JAMES & ASSOCIATES 0.10% of their portfolio | 586.3k $100.2m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.26% of their portfolio | 577.9k $98.8m | — |
| Baird Financial Group, Inc. 0.29% of their portfolio | 576.6k $98.6m | — |
| 1832 Asset Management L.P. 0.21% of their portfolio | 567.2k $96.9m | — |
| STATE STREET CORP 0.01% of their portfolio | 555.3k $94.9m | — |
| HighTower Advisors, LLC 0.23% of their portfolio | 508.0k $86.8m | — |
| Column Capital Advisors, LLC 4.47% of their portfolio | 507.1k $21.6m | — |
| FIFTH THIRD BANCORP 0.45% of their portfolio | 502.7k $85.9m | — |
| BlackRock Inc. 0.00% of their portfolio | 459.4k $78.5m | — |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 443.1k $82.4m | — |
| Badgley Phelps Wealth Managers, LLC 3.12% of their portfolio | 424.6k $72.6m | — |
| PINNACLE ASSOCIATES LTD 1.59% of their portfolio | 404.4k $69.1m | — |
| Efficient Advisors, LLC 6.01% of their portfolio | 403.8k $69.0m | — |
| MUFG Americas Holdings Corp 1.70% of their portfolio | 403.0k $68.9m | — |
| Karpus Management, Inc. 2.31% of their portfolio | 384.8k $65.8m | — |
| M&T Bank Corp 0.29% of their portfolio | 382.7k $65.4m | — |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 374.2k $64.0m | — |
| VANGUARD GROUP INC 0.00% of their portfolio | 367.2k $62.8m | — |
| NATIXIS ADVISORS, LLC 0.26% of their portfolio | 358.3k $61.2m | — |
| PEAPACK GLADSTONE FINANCIAL CORP 1.22% of their portfolio | 350.4k $59.9m | — |
| DAVIS R M INC 1.68% of their portfolio | 338.9k $57.9m | — |
| Cambridge Investment Research Advisors, Inc. 0.32% of their portfolio | 331.8k $56.7m | — |
| MML INVESTORS SERVICES, LLC 0.43% of their portfolio | 331.7k $56.7m | — |
| Wealthspire Advisors, LLC 1.17% of their portfolio | 326.8k $55.8m | — |
| Heartwood Wealth Advisors LLC 9.40% of their portfolio | 317.5k $54.3m | — |
| Baker Avenue Asset Management, LP 3.56% of their portfolio | 314.3k $53.7m | — |
| Private Advisor Group, LLC 0.61% of their portfolio | 312.9k $53.5m | — |
| Chandler Asset Management, Inc. 15.25% of their portfolio | 309.9k $53.0m | — |
| CITIGROUP INC 0.07% of their portfolio | 309.3k $52.9m | — |
| VISTA CAPITAL PARTNERS, INC. 8.98% of their portfolio | 308.0k $52.6m | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 279.8k $47.8m | — |
| Fusion Family Wealth, LLC 9.09% of their portfolio | 276.5k $60.5m | — |
| TRUSTMARK BANK TRUST DEPARTMENT 4.44% of their portfolio | 270.3k $46.2m | — |
| Smithfield Trust Co 3.30% of their portfolio | 267.7k $45.8m | — |
| Thrivent Financial for Lutherans 0.12% of their portfolio | 257.1k $44.1m | — |
| Cresset Asset Management, LLC 0.52% of their portfolio | 242.3k $41.4m | — |
| Cullen/Frost Bankers, Inc. 0.95% of their portfolio | 241.9k $41.4m | — |
| ASSETMARK, INC 0.19% of their portfolio | 240.8k $41.2m | — |
| Kestra Advisory Services, LLC 0.43% of their portfolio | 237.5k $40.6m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1.74% of their portfolio | 236.9k $40.5m | — |
| Marcum Wealth, LLC 6.11% of their portfolio | 235.6k $40.3m | — |
| COUNTRY TRUST BANK 1.24% of their portfolio | 231.6k $39.6m | — |
| Equitable Holdings, Inc. 0.74% of their portfolio | 220.7k $37.7m | — |
| PITTENGER & ANDERSON INC 2.16% of their portfolio | 210.4k $36.0m | — |
| AVANTAX ADVISORY SERVICES, INC. 0.55% of their portfolio | 210.0k $35.9m | — |
| CENTRAL TRUST Co 1.23% of their portfolio | 209.8k $35.9m | — |
| TRUSTCORE FINANCIAL SERVICES, LLC 3.32% of their portfolio | 204.6k $35.0m | — |
| BESSEMER GROUP INC 0.09% of their portfolio | 198.1k $33.9m | — |
| American Trust 2.80% of their portfolio | 194.4k $33.2m | — |
| Ellenbecker Investment Group 10.29% of their portfolio | 190.0k $32.5m | — |
| Garde Capital, Inc. 4.16% of their portfolio | 188.1k $32.2m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.19% of their portfolio | 187.0k $32.0m | — |
| CITIZENS FINANCIAL GROUP INC/RI 1.40% of their portfolio | 184.6k $31.6m | — |
| Composition Wealth, LLC 1.47% of their portfolio | 184.1k $31.5m | — |
| Centered Wealth LLC dba Miller Equity Capital Advisors 23.07% of their portfolio | 184.0k $31.5m | — |
| TCV Trust & Wealth Management, Inc. 3.90% of their portfolio | 179.2k $30.6m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.18% of their portfolio | 178.4k $30.5m | — |
| Autus Asset Management, LLC 5.77% of their portfolio | 176.2k $30.1m | — |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV 7.07% of their portfolio | 173.5k $29.7m | — |
| MilWealth Group LLC 11.91% of their portfolio | 160.0k $27.3m | — |
| Janney Montgomery Scott LLC 0.12% of their portfolio | 159.8k $27.3m | — |
| HERITAGE INVESTORS MANAGEMENT CORP 1.36% of their portfolio | 157.5k $26.9m | — |
| Johnson Financial Group, LLC 3.66% of their portfolio | 156.5k $26.7m | — |
| Legacy Financial Group LLC 8.76% of their portfolio | 153.5k $26.2m | — |
| MONETA GROUP INVESTMENT ADVISORS LLC 0.98% of their portfolio | 150.4k $25.7m | — |
| Ellevest, Inc. 2.39% of their portfolio | 147.4k $25.2m | — |