Vault-13

VANGUARD INDEX FDS VB

SMALL CP ETF · ETP · CUSIP 922908751

2,472 institutional holders +67 vs Q1 2026
157,941,140157.9m shares reported held*
$47.8bnreported value*
141 new 991 added 901 reduced 55 sold out net bought ≈ $80.0m (+354.5k 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 ($79.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $302.55. Options: 4 managers hold calls ($30.5m notional), 4 hold puts ($18.2m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01k2k3kQ3 22: 1,540Q4 22: 1,663Q1 23: 1,647Q2 23: 1,676Q3 23: 1,677Q4 23: 1,879Q1 24: 1,900Q2 24: 1,922Q3 24: 1,978Q4 24: 2,190Q1 25: 2,163Q2 25: 2,170Q3 25: 2,200Q4 25: 2,375Q1 26: 2,405Q2 26: 2,4722,472Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221,540
Q4 20221,663
Q1 20231,647
Q2 20231,676
Q3 20231,677
Q4 20231,879
Q1 20241,900
Q2 20241,922
Q3 20241,978
Q4 20242,190
Q1 20252,163
Q2 20252,170
Q3 20252,200
Q4 20252,375
Q1 20262,405
Q2 20262,472

Buyers vs sellers

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

Bought or addedCut or sold out
2k02kQ3 24: 1,009 bought or addedQ3 24: 717 cut or sold outQ4 24: 1,019 bought or addedQ4 24: 752 cut or sold outQ4 24Q1 25: 1,034 bought or addedQ1 25: 908 cut or sold outQ2 25: 996 bought or addedQ2 25: 923 cut or sold outQ2 25Q3 25: 995 bought or addedQ3 25: 901 cut or sold outQ4 25: 1,080 bought or addedQ4 25: 813 cut or sold outQ4 25Q1 26: 1,146 bought or addedQ1 26: 946 cut or sold outQ2 26: 1,132 bought or addedQ2 26: 956 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241,009717
Q4 20241,019752
Q1 20251,034908
Q2 2025996923
Q3 2025995901
Q4 20251,080813
Q1 20261,146946
Q2 20261,132956

Calls vs puts

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

CallsPuts
$0$10m$20m$30m$40mQ3 25 calls: $17.2mQ3 25 puts: $6.4mQ3 25P/C 0.37Q4 25 calls: $29.1mQ4 25 puts: $15.0mQ4 25P/C 0.52Q1 26 calls: $33.4mQ1 26 puts: $26.7mQ1 26P/C 0.80Q2 26 calls: $30.5mQ2 26 puts: $18.2mQ2 26P/C 0.60
Numbers
QuarterCallsPutsP/C
Q3 2025$17.2m$6.4m0.37
Q4 2025$29.1m$15.0m0.52
Q1 2026$33.4m$26.7m0.80
Q2 2026$30.5m$18.2m0.60

Biggest buyers

ASSETMARK, INC Added +466,509+466.5k
ENVESTNET ASSET MANAGEMENT INC Added +400,000+400.0k
MISSION WEALTH MANAGEMENT, LP Added +353,641+353.6k
Cambridge Investment Research Advisors, Inc. Added +316,236+316.2k
AXXCESS WEALTH MANAGEMENT, LLC New +176,047+176.0k
Integrated Wealth Concepts LLC Added +165,940+165.9k
OSAIC HOLDINGS, INC. Added +158,101+158.1k
Kestra Advisory Services, LLC Added +130,938+130.9k
Savant Capital, LLC Added +127,531+127.5k
MERCER GLOBAL ADVISORS INC /ADV Added +91,724+91.7k

Biggest sellers

WELLS FARGO & COMPANY/MN Reduced -908,729-908.7k
WELLINGTON MANAGEMENT GROUP LLP Reduced -403,775-403.8k
JONES FINANCIAL COMPANIES LLLP Reduced -341,865-341.9k
UBS Group AG Reduced -269,013-269.0k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -225,036-225.0k
RAYMOND JAMES FINANCIAL INC Reduced -189,586-189.6k
Thrivent Financial for Lutherans Reduced -188,389-188.4k
AMERIPRISE FINANCIAL INC Reduced -158,668-158.7k
Corient Private Wealth LP Reduced -141,000-141.0k
JANE STREET GROUP, LLC Reduced -137,252-137.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $16.8m55.5k shares
Tidal Investments LLC Reduced $6.5m21.6k shares
CITADEL ADVISORS LLC Unchanged $4.4m14.5k shares
JANE STREET GROUP, LLC Reduced $2.7m9.0k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $8.4m27.8k shares
Tidal Investments LLC Reduced $6.5m21.6k shares
CITADEL ADVISORS LLC Reduced $2.0m6.7k shares
JANE STREET GROUP, LLC Added $1.2m3.9k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.42% of their portfolio CHARLOTTE, NC 21,579,19821.6m $6.5bn $6.5bn 0.42% Reduced -55.2k -55,226
2 MORGAN STANLEY 0.13% of their portfolio NEW YORK, NY 8,094,4398.1m $2.5bn $2.5bn 0.13% Added +53.1k +53,133
3 WELLS FARGO & COMPANY/MN 0.27% of their portfolio SAN FRANCISCO, CA 5,112,6635.1m $1.5bn $1.5bn 0.27% Reduced -908.7k -908,729
4 UBS Group AG 0.20% of their portfolio ZURICH, V8 4,139,6344.1m $1.3bn $1.3bn 0.20% Reduced -269.0k -269,013
5 ENVESTNET ASSET MANAGEMENT INC 0.28% of their portfolio Berwyn, PA 3,935,0223.9m $1.2bn $1.2bn 0.28% Added +400.0k +400,000
6 MERCER GLOBAL ADVISORS INC /ADV 1.28% of their portfolio DENVER, CO 3,420,6143.4m $1.0bn $1.0bn 1.28% Added +91.7k +91,724
7 LPL Financial LLC 0.23% of their portfolio FORT MILL, SC 3,301,5163.3m $1.0bn $1.0bn 0.23% Reduced -20.6k -20,557
8 CAPTRUST FINANCIAL ADVISORS 1.35% of their portfolio RALEIGH, NC 2,914,9212.9m $883.6m $883.6m 1.35% Added +82.5k +82,473
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.46% of their portfolio MILWAUKEE, WI 2,813,9022.8m $852.9m $852.9m 0.46% Added +911 +911
10 JONES FINANCIAL COMPANIES LLLP 0.32% of their portfolio DES PERES, MO 2,634,2152.6m $789.2m $789.2m 0.32% Reduced -341.9k -341,865
11 Mariner, LLC 0.73% of their portfolio Overland Park, KS 2,278,9492.3m $690.8m $690.8m 0.73% Added +63.3k +63,264
12 ROYAL BANK OF CANADA 0.11% of their portfolio TORONTO, A6 2,122,5912.1m $643.4m $643.4m 0.11% Added +31.3k +31,263
13 RAYMOND JAMES FINANCIAL INC 0.17% of their portfolio ST. PETERSBURG, FL 2,062,5012.1m $625.2m $625.2m 0.17% Reduced -189.6k -189,586
14 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 2,038,4062.0m $618.3m $618.3m 0.13% Reduced -158.7k -158,668
15 Creative Planning 0.36% of their portfolio OVERLAND PARK, KS 2,021,9502.0m $612.9m $612.9m 0.36% Reduced -13.7k -13,686
16 PNC Financial Services Group, Inc. 0.30% of their portfolio Pittsburgh, PA 1,986,2632.0m $602.1m $602.1m 0.30% Added +23.3k +23,345
17 Bank of New York Mellon Corp 0.10% of their portfolio NEW YORK, NY 1,913,8741.9m $580.1m $580.1m 0.10% Reduced -27.1k -27,097
18 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 1,747,9861.7m $529.8m $529.8m 0.06% Added +2.9k +2,935
19 Wealthfront Advisers LLC 1.00% of their portfolio Palo Alto, CA 1,715,0121.7m $519.9m $519.9m 1.00% Added +18.4k +18,351
20 CIBC Bancorp USA Inc. 0.59% of their portfolio CHICAGO, IL 1,585,2091.6m $479.9m $479.9m 0.59% Added +78.2k +78,239
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.06% of their portfolio SAN FRANCISCO, CA 1,558,7491.6m $472.5m $472.5m 0.06% Reduced -225.0k -225,036
22 MISSION WEALTH MANAGEMENT, LP 5.59% of their portfolio Santa Barbara, CA 1,478,7931.5m $448.3m $448.3m 5.59% Added +353.6k +353,641
23 Cetera Investment Advisers 0.35% of their portfolio SCHAUMBURG, IL 1,267,4081.3m $384.2m $384.2m 0.35% Added +36.4k +36,440
24 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 1,240,2891.2m $373.7m $373.7m 0.02% Added +37.3k +37,289
25 STIFEL FINANCIAL CORP 0.30% of their portfolio ST. LOUIS, MO 1,186,7811.2m $359.7m $359.7m 0.30% Added +12.8k +12,812
26 GRIMES & Co WEALTH MANAGEMENT, LLC 7.73% of their portfolio WESTBOROUGH, MA 1,178,3701.2m $357.2m $357.2m 7.73% Added +37.6k +37,590
27 FMR LLC 0.02% of their portfolio BOSTON, MA 1,157,2961.2m $350.8m $350.8m 0.02% Reduced -18.0k -17,981
28 OSAIC HOLDINGS, INC. 0.38% of their portfolio SCOTTSDALE, AZ 1,065,9271.1m $323.4m $323.4m 0.38% Added +158.1k +158,101
29 HighTower Advisors, LLC 0.28% of their portfolio CHICAGO, IL 959,311959.3k $290.8m $290.8m 0.28% Added +476 +476
30 COMMONWEALTH EQUITY SERVICES, LLC 0.36% of their portfolio WALTHAM, MA 950,658950.7k $288.2m $288.2m 0.36% Reduced -30.2k -30,221
31 SIGNATUREFD, LLC 3.80% of their portfolio ATLANTA, GA 938,568938.6k $284.5m $284.5m 3.80% Added +34.4k +34,443
32 Cerity Partners LLC 0.34% of their portfolio NEW YORK, NY 930,912930.9k $282.1m $282.1m 0.34% Added +67.3k +67,347
33 GLENMEDE TRUST CO NA 1.17% of their portfolio PHILADELPHIA, PA 873,688873.7k $264.8m $264.8m 1.17% Reduced -13.5k -13,488
34 Baird Financial Group, Inc. 0.35% of their portfolio MILWAUKEE, WI 844,581844.6k $256.0m $256.0m 0.35% Added +33.8k +33,808
35 WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio Boston, MA 787,375787.4k $238.7m $238.7m 0.04% Reduced -403.8k -403,775
36 TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC 0.82% of their portfolio CHARLOTTE, NC 785,131785.1k $238.0m $238.0m 0.82% Reduced -33.6k -33,600
37 Nicholas Hoffman & Company, LLC. 4.86% of their portfolio ATLANTA, GA 759,092759.1k $230.1m $230.1m 4.86% Added +4.4k +4,416
38 BANK OF MONTREAL /CAN/ 0.08% of their portfolio TORONTO, A6 745,936745.9k $226.1m $226.1m 0.08% Added +12.9k +12,932
39 Cambridge Investment Research Advisors, Inc. 0.25% of their portfolio FAIRFIELD, IA 711,898711.9k $215.8m $215.8m 0.25% Added +316.2k +316,236
40 ASSETMARK, INC 0.37% of their portfolio CONCORD, CA 709,612709.6k $215.1m $215.1m 0.37% Added +466.5k +466,509
41 FIFTH THIRD BANCORP 0.32% of their portfolio CINCINNATI, OH 659,527659.5k $199.9m $199.9m 0.32% Reduced -19.2k -19,175
42 Badgley Phelps Wealth Managers, LLC 3.47% of their portfolio SEATTLE, WA 653,239653.2k $198.0m $198.0m 3.47% Reduced -20.3k -20,296
43 DAVIS R M INC 2.95% of their portfolio PORTLAND, ME 616,237616.2k $186.8m $186.8m 2.95% Added +8.7k +8,710
44 Cullen/Frost Bankers, Inc. 1.80% of their portfolio San Antonio, TX 600,979601.0k $182.2m $182.2m 1.80% Added +10.9k +10,886
45 1832 Asset Management L.P. 0.22% of their portfolio TORONTO, A6 579,086579.1k $175.5m $175.5m 0.22% Reduced -25.5k -25,509
46 TEACHER RETIREMENT SYSTEM OF TEXAS 0.46% of their portfolio AUSTIN, TX 567,165567.2k $171.9m $171.9m 0.46% Unchanged
47 Vanguard Global Advisers, LLC 0.08% of their portfolio MALVERN, PA 557,087557.1k $168.9m $168.9m 0.08% Added +1.6k +1,639
48 COUNTRY TRUST BANK 2.84% of their portfolio Bloomington, IL 534,925534.9k $162.1m $162.1m 2.84% Reduced -116.5k -116,463
49 Clearstead Advisors, LLC 1.50% of their portfolio CLEVELAND, OH 522,390522.4k $158.3m $158.3m 1.50% Reduced -2.8k -2,768
50 MONETA GROUP INVESTMENT ADVISORS LLC 1.14% of their portfolio ST LOUIS, MO 506,003506.0k $153.4m $153.4m 1.14% Reduced -3.8k -3,814
51 Pathstone Holdings, LLC 0.43% of their portfolio ENGLEWOOD, NJ 482,252482.3k $146.2m $146.2m 0.43% Added +2.6k +2,616
52 Rockefeller Capital Management L.P. 0.22% of their portfolio NEW YORK, NY 478,322478.3k $145.0m $145.0m 0.22% Added +18.9k +18,898
53 CBIZ Investment Advisory Services, LLC 4.56% of their portfolio INDEPENDENCE, OH 476,205476.2k $124.7m $124.7m 4.56% Unchanged
54 PINNACLE ASSOCIATES LTD 1.53% of their portfolio NEW YORK, NY 462,685462.7k $140.2m $140.2m 1.53% Added +4.0k +4,012
55 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 462,337462.3k $140.1m $140.1m 0.00% Reduced -8 -8
56 MML INVESTORS SERVICES, LLC 0.28% of their portfolio SPRINGFIELD, MA 454,602454.6k $137.8m $137.8m 0.28% Added +79.3k +79,265
57 Fusion Family Wealth, LLC 9.08% of their portfolio WOODBURY, NY 440,832440.8k $136.6m $136.6m 9.08% Reduced -901 -901
58 Equitable Holdings, Inc. 0.76% of their portfolio NEW YORK, NY 419,138419.1k $127.0m $127.0m 0.76% Reduced -4.2k -4,184
59 TRUIST FINANCIAL CORP 0.15% of their portfolio CHARLOTTE, NC 412,889412.9k $125.2m $125.2m 0.15% Reduced -21.5k -21,539
60 PEAPACK GLADSTONE FINANCIAL CORP 1.44% of their portfolio BEDMINSTER, NJ 412,077412.1k $124.9m $124.9m 1.44% Added +4.1k +4,063
61 Kestra Advisory Services, LLC 0.40% of their portfolio AUSTIN, TX 410,869410.9k $124.5m $124.5m 0.40% Added +130.9k +130,938
62 Corient Private Wealth LP 0.17% of their portfolio MIAMI, FL 407,068407.1k $123.4m $123.4m 0.17% Reduced -141.0k -141,000
63 TRUSTMARK BANK TRUST DEPARTMENT 7.14% of their portfolio JACKSON, MS 395,334395.3k $119.8m $119.8m 7.14% Added +25.7k +25,734
64 Baker Avenue Asset Management, LP 2.27% of their portfolio SAN FRANCISCO, CA 393,762393.8k $119.4m $119.4m 2.27% Added +3.1k +3,135
65 Wealthspire Advisors, LLC 0.65% of their portfolio NEW YORK, NY 389,955390.0k $118.2m $118.2m 0.65% Reduced -11.6k -11,581
66 NATIXIS ADVISORS, LLC 0.13% of their portfolio Boston, MA 387,212387.2k $117.4m $117.4m 0.13% Added +11.5k +11,469
67 Heartwood Wealth Advisors LLC 9.02% of their portfolio RICHMOND, VA 383,312383.3k $116.2m $116.2m 9.02% Added +12.2k +12,179
68 INVICTUS PRIVATE WEALTH, LLC 6.19% of their portfolio Denver, CO 380,442380.4k $115.3m $115.3m 6.19% Added +4.7k +4,723
69 BlackRock, Inc. 0.00% of their portfolio New York, NY 380,254380.3k $115.3m $115.3m 0.00% Added +12.5k +12,452
70 Millburn Ridgefield LLC /DE/ 2.04% of their portfolio New York, NY 354,954355.0k $107.6m $107.6m 2.04% Added +4.6k +4,627
71 Catalyst Capital Advisors LLC 1.79% of their portfolio San Juan, PR 354,954355.0k $107.6m $107.6m 1.79% Added +4.6k +4,627
72 Merit Financial Group, LLC 0.62% of their portfolio ALPHARETTA, GA 329,358329.4k $99.8m $99.8m 0.62% Added +19.1k +19,065
73 Karpus Management, Inc. 2.79% of their portfolio Pittsford, NY 319,556319.6k $96.9m $96.9m 2.79% Reduced -2.1k -2,128
74 M&T Bank Corp 0.27% of their portfolio BUFFALO, NY 306,174306.2k $92.8m $92.8m 0.27% Added +13.1k +13,079
75 PARK AVENUE SECURITIES LLC 0.57% of their portfolio NEW YORK, NY 302,910302.9k $91.8m $91.8m 0.57% Added +14.5k +14,509
76 LINCOLN NATIONAL CORP 2.27% of their portfolio RADNOR, PA 293,140293.1k $88.9m $88.9m 2.27% Added +8.8k +8,822
77 Jupiter Topco LLC 0.03% of their portfolio NEW YORK, NY 281,530281.5k $85.3m $85.3m 0.03% First filing
78 Gibraltar Capital Management, Inc. 13.18% of their portfolio TULSA, OK 281,100281.1k $85.2m $85.2m 13.18% Added +1.1k +1,061
79 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 280,808280.8k $85.1m $85.1m 0.09% Added +13.8k +13,757
80 Integrated Wealth Concepts LLC 0.41% of their portfolio WALTHAM, MA 277,940277.9k $84.2m $84.2m 0.41% Added +165.9k +165,940
81 PITTENGER & ANDERSON INC 2.81% of their portfolio LINCOLN, NE 258,663258.7k $78.4m $78.4m 2.81% Reduced -1.8k -1,831
82 Center for Financial Planning, Inc. 7.29% of their portfolio SOUTHFIED, MI 257,140257.1k $77.9m $77.9m 7.29% Added +1.7k +1,748
83 VISTA CAPITAL PARTNERS, INC. 6.77% of their portfolio PORTLAND, OR 255,406255.4k $77.4m $77.4m 6.77% Reduced -4.7k -4,696
84 Smithfield Trust Co 3.05% of their portfolio PITTSBURGH, PA 251,979252.0k $76.5m $76.5m 3.05% Reduced -6.7k -6,693
85 Auto-Owners Insurance Co 1.70% of their portfolio LANSING, MI 249,028249.0k $75.5m $75.5m 1.70% Reduced -32.6k -32,600
86 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.12% of their portfolio PLYMOUTH, MN 247,593247.6k $73.8m $73.8m 0.12% Added +19.6k +19,564
87 Thrivent Financial for Lutherans 0.12% of their portfolio Minneapolis, MN 242,540242.5k $73.5m $73.5m 0.12% Reduced -188.4k -188,389
88 Private Advisor Group, LLC 0.33% of their portfolio MORRISTOWN, NJ 237,908237.9k $72.1m $72.1m 0.33% Reduced -129.5k -129,468
89 Sanctuary Advisors, LLC 0.33% of their portfolio INDIANAPOLIS, IN 236,909236.9k $71.8m $71.8m 0.33% Added +71.3k +71,299
90 CENTRAL TRUST Co 1.26% of their portfolio JEFFERSON CITY, MO 229,713229.7k $69.6m $69.6m 1.26% Reduced -4.5k -4,477
91 Savant Capital, LLC 0.19% of their portfolio ROCKFORD, IL 225,605225.6k $64.4m $64.4m 0.19% Added +127.5k +127,531
92 Betterment LLC 0.12% of their portfolio NEW YORK, NY 225,580225.6k $68.4m $68.4m 0.12% Reduced -5.2k -5,248
93 Beacon Pointe Advisors, LLC 0.32% of their portfolio NEWPORT BEACH, CA 225,077225.1k $68.2m $68.2m 0.32% Added +64.9k +64,941
94 MAI Capital Management 0.26% of their portfolio INDEPENDENCE, OH 224,136224.1k $67.9m $67.9m 0.26% Added +12.8k +12,830
95 Wealthquest Corp 4.26% of their portfolio CINCINNATI, OH 222,880222.9k $67.6m $67.6m 4.26% Reduced -116.4k -116,409
96 US BANCORP \DE\ 0.07% of their portfolio MINNEAPOLIS, MN 219,466219.5k $66.5m $66.5m 0.07% Added +6.2k +6,223
97 Joel Isaacson & Co., LLC 1.93% of their portfolio NEW YORK, NY 219,403219.4k $66.5m $66.5m 1.93% Added +7.6k +7,554
98 NewEdge Advisors, LLC 0.20% of their portfolio NEW ORLEANS, LA 219,247219.2k $66.5m $66.5m 0.20% Added +24.2k +24,228
99 Janney Montgomery Scott LLC 0.13% of their portfolio PHILADELPHIA, PA 216,420216.4k $65.6m $65.6m 0.13% Added +12.5k +12,522
100 SCS Capital Management LLC 0.62% of their portfolio BOSTON, MA 215,155215.2k $65.2m $65.2m 0.62% Reduced -4.6k -4,553