Who Owns VANGUARD INDEX FDS (VOE)? -- Institutional Holders (2026-06-30)
1,298 institutions reported holding $14.53B of VANGUARD INDEX FDS (VOE) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($965.6M), EP Wealth Advisors, LLC ($887.0M), ASSETMARK, INC ($874.7M), Betterment LLC ($692.9M), JONES FINANCIAL COMPANIES LLLP ($672.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $965.6M | 4.9M | Added |
| 2 | EP Wealth Advisors, LLC | $887.0M | 4.5M | Added |
| 3 | ASSETMARK, INC | $874.7M | 4.4M | Added |
| 4 | Betterment LLC | $692.9M | 3.5M | Trimmed |
| 5 | JONES FINANCIAL COMPANIES LLLP | $672.0M | 3.4M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $616.3M | 3.1M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $538.7M | 2.7M | Added |
| 8 | Royal Bank of Canada | $450.2M | 2.3M | Trimmed |
| 9 | UBS Group AG | $303.8M | 1.5M | Added |
| 10 | PNC Financial Services Group, Inc. | $284.4M | 1.4M | Trimmed |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $273.9M | 1.4M | Trimmed |
| 12 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $241.7M | 1.2M | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $241.0M | 1.2M | Added |
| 14 | LPL Financial LLC | $229.5M | 1.2M | Added |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | $224.4M | 1.1M | Added |
| 16 | FMR LLC | $220.5M | 1.1M | Added |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $219.2M | 1.1M | Added |
| 18 | Orgel Wealth Management, LLC | $190.1M | 961,906 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $148.9M | 753,590 | Trimmed |
| 20 | STIFEL FINANCIAL CORP | $146.1M | 739,432 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $144.3M | 730,073 | Added |
| 22 | OSAIC HOLDINGS, INC. | $139.8M | 707,246 | Added |
| 23 | Focus Partners Wealth | $129.2M | 653,694 | Trimmed |
| 24 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $123.7M | 626,144 | Added |
| 25 | Mariner, LLC | $122.0M | 617,452 | Added |
Source: SEC Form 13F filings · as of 2026-06-30