VOT — Vanguard Index Fds Institutional Holders · Q3 2026

Name: Who Owns VOT? 73 Institutions Hold $604M (Q3 2026)
Creator: ko.io

Who owns Vanguard Index Fds (VOT)? 73 institutions reported holding $603.78M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($201.4M), Everhart Financial Group, Inc. ($68.4M), Farther Finance Advisors, LLC ($55.4M).

Rank	Institution	Value	Shares	Change
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$201.4M	689,650	Added
2	Everhart Financial Group, Inc.	$68.4M	234,303	Added
3	Farther Finance Advisors, LLC	$55.4M	189,555	Added
4	Trust Co	$48.2M	164,992	Added
5	KWMG, LLC	$45.8M	156,923	Added
6	INSPIRION WEALTH ADVISORS, LLC	$28.5M	97,518	Added
7	WoodTrust Financial Corp	$26.1M	89,181	Trimmed
8	Whitaker-Myers Wealth Managers, LTD.	$18.9M	64,686	New
9	Gladwyn Financial Advisors, Inc.	$11.6M	39,723	Trimmed
10	RTD Financial Advisors, Inc.	$10.6M	36,126	Trimmed
11	Prosperity Planning, Inc.	$10.3M	35,186	Added
12	ECLECTIC ASSOCIATES INC /ADV	$6.9M	23,600	Trimmed
13	MassMutual Private Wealth & Trust, FSB	$6.9M	23,591	Trimmed
14	May Barnhard Investments LLC	$5.8M	19,753	Trimmed
15	Baring Financial LLC	$5.2M	17,962	Added
16	CX Institutional	$5.0M	17,253	Added
17	TITLEIST ASSET MANAGEMENT, LLC	$4.8M	16,297	Trimmed
18	Wealth Enhancement Trust Services, Inc.	$4.0M	13,687	Trimmed
19	Wedmont Private Capital	$3.8M	12,730	Trimmed
20	MOODY NATIONAL BANK TRUST DIVISION	$3.5M	12,029	Trimmed
21	JUNCTURE WEALTH STRATEGIES, LLC	$3.5M	11,968	Trimmed
22	STEPH & CO	$3.4M	11,646	Trimmed
23	VALLEY WEALTH MANAGERS, INC.	$3.3M	11,313	Trimmed
24	Friday Financial	$2.1M	7,057	Added
25	Venture Visionary Partners LLC	$2.0M	7,005	Trimmed

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