VB — Vanguard Index Fds Institutional Holders · Q3 2026

Name: Who Owns VB? 156 Institutions Hold $704M (Q3 2026)
Creator: ko.io

Who owns Vanguard Index Fds (VB)? 156 institutions reported holding $704.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($108.8M), Apella Capital, LLC ($48.6M), CX Institutional ($46.3M).

Rank	Institution	Value	Shares	Change
1	Heartwood Wealth Advisors LLC	$108.8M	382,477	Trimmed
2	Apella Capital, LLC	$48.6M	169,474	Added
3	CX Institutional	$46.3M	162,723	Trimmed
4	SEARCY FINANCIAL SERVICES INC /ADV	$30.4M	106,739	Trimmed
5	INSPIRION WEALTH ADVISORS, LLC	$27.6M	97,054	Added
6	Farther Finance Advisors, LLC	$19.6M	68,876	Added
7	Acropolis Investment Management, LLC	$18.4M	64,670	Trimmed
8	Wedmont Private Capital	$18.3M	63,477	Added
9	GoalFusion Wealth Management, LLC	$16.6M	58,201	Added
10	ATMOS ADVISORY, LLC	$16.5M	58,074	Added
11	Frisco Financial Planning LLC	$15.0M	52,749	Trimmed
12	Arbor Wealth Advisors LLC	$14.0M	49,067	Trimmed
13	Capital Advisors Wealth Management, LLC	$13.7M	48,022	Added
14	CANANDAIGUA NATIONAL BANK & TRUST CO	$12.9M	45,434	Trimmed
15	Horizons Wealth Management	$11.4M	39,982	Trimmed
16	Kearns & Associates LLC	$11.2M	39,327	Trimmed
17	Capital Planning LLC	$10.8M	37,842	Trimmed
18	Silverleafe Capital Partners, LLC	$10.5M	36,935	Added
19	PRIVATE CLIENT SERVICES, LLC	$9.8M	34,614	Added
20	SAPIENT CAPITAL LLC	$9.4M	33,028	Added
21	Venture Visionary Partners LLC	$8.6M	30,362	Added
22	WALLER FINANCIAL PLANNING GROUP, INC	$8.5M	29,962	Added
23	STEPH & CO	$7.6M	26,611	Trimmed
24	Grove Bank & Trust	$7.0M	24,689	Trimmed
25	Peterson Wealth Advisors, LLC	$7.0M	24,544	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30