VOE — Vanguard Index Fds Institutional Holders · Q3 2026

Name: Who Owns VOE? 86 Institutions Hold $710M (Q3 2026)
Creator: ko.io

Who owns Vanguard Index Fds (VOE)? 86 institutions reported holding $710.40M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($240.1M), Everhart Financial Group, Inc. ($66.9M), Trust Co ($51.5M).

Rank	Institution	Value	Shares	Change
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$240.1M	1.2M	Added
2	Everhart Financial Group, Inc.	$66.9M	342,034	Added
3	Trust Co	$51.5M	263,184	Added
4	INSPIRION WEALTH ADVISORS, LLC	$51.4M	262,972	Added
5	KWMG, LLC	$43.8M	223,983	Added
6	Marotta Asset Management	$42.4M	216,997	Added
7	DIVERSIFIED MANAGEMENT INC	$28.5M	145,688	Added
8	WoodTrust Financial Corp	$27.2M	138,858	Trimmed
9	RTD Financial Advisors, Inc.	$13.2M	67,672	Trimmed
10	Gladwyn Financial Advisors, Inc.	$11.8M	60,385	Trimmed
11	Prosperity Planning, Inc.	$8.8M	45,199	Trimmed
12	Apella Capital, LLC	$8.7M	43,815	Trimmed
13	MassMutual Private Wealth & Trust, FSB	$7.8M	39,999	Trimmed
14	May Barnhard Investments LLC	$7.5M	38,386	Trimmed
15	ECLECTIC ASSOCIATES INC /ADV	$6.9M	35,522	Trimmed
16	Echo45 Advisors LLC	$6.7M	34,265	Added
17	Taylor & Morgan Wealth Management, LLC	$5.8M	29,752	Trimmed
18	COLLECTIVE FAMILY OFFICE LLC	$5.7M	29,044	Added
19	Bangor Savings Bank	$5.7M	28,925	Trimmed
20	CX Institutional	$5.1M	26,236	Added
21	LifeGoal Investments, LLC	$5.1M	25,979	New
22	Wealth Enhancement Trust Services, Inc.	$5.0M	25,628	Trimmed
23	Farther Finance Advisors, LLC	$4.9M	24,922	Trimmed
24	Sound Income Strategies, LLC	$4.6M	22,788	Added
25	Baring Financial LLC	$3.7M	18,766	Added

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