Who Owns VANGUARD INSTL INDEX FD (VGUS)? -- Institutional Holders (2026-06-30)
109 institutions reported holding $415.5M of VANGUARD INSTL INDEX FD (VGUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($50.1M), Lido Advisors, LLC ($46.7M), BANK OF AMERICA CORP /DE/ ($40.0M), MORGAN STANLEY ($28.5M), Coston, McIsaac & Partners ($21.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $50.1M | 662,654 | Trimmed |
| 2 | Lido Advisors, LLC | $46.7M | 617,696 | New |
| 3 | BANK OF AMERICA CORP /DE/ | $40.0M | 528,454 | Added |
| 4 | MORGAN STANLEY | $28.5M | 377,028 | Added |
| 5 | Coston, McIsaac & Partners | $21.9M | 289,749 | Added |
| 6 | Pines Wealth Management, LLC | $20.4M | 269,259 | Added |
| 7 | RFP Financial Group LLC | $19.8M | 261,650 | Trimmed |
| 8 | Pathway Financial Advisors LLC | $15.6M | 207,201 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $15.2M | 201,506 | Added |
| 10 | UBS Group AG | $14.6M | 193,087 | Added |
| 11 | Zhang Financial LLC | $10.7M | 141,305 | Added |
| 12 | Hikari Power Ltd | $10.4M | 136,950 | Hold |
| 13 | Royal Bank of Canada | $10.1M | 133,105 | Added |
| 14 | Strategic Investment Solutions, Inc. /IL | $8.1M | 107,165 | Trimmed |
| 15 | Farther Finance Advisors, LLC | $7.8M | 102,867 | Trimmed |
| 16 | GOLDMAN SACHS GROUP INC | $5.5M | 72,598 | Hold |
| 17 | GUYASUTA INVESTMENT ADVISORS INC | $5.4M | 71,152 | Trimmed |
| 18 | Waverly Advisors, LLC | $5.2M | 68,979 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $5.1M | 67,712 | Added |
| 20 | Values First Advisors, Inc. | $4.3M | 56,869 | New |
| 21 | Capital Investment Services of America, Inc. | $4.2M | 55,604 | Added |
| 22 | NewEdge Wealth, LLC | $3.7M | 48,517 | Added |
| 23 | Keystone Wealth Services, LLC | $3.2M | 42,476 | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $3.0M | 39,782 | Added |
| 25 | OSAIC HOLDINGS, INC. | $2.8M | 37,341 | Added |
Source: SEC Form 13F filings · as of 2026-06-30