Who Owns VANGUARD INDEX FDS (VOT)? -- Institutional Holders (2026-06-30)
1,146 institutions reported holding $12.06B of VANGUARD INDEX FDS (VOT) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($939.5M), ASSETMARK, INC ($658.7M), BANK OF AMERICA CORP /DE/ ($649.6M), EP Wealth Advisors, LLC ($536.9M), WELLS FARGO & COMPANY/MN ($504.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $939.5M | 3.1M | Added |
| 2 | ASSETMARK, INC | $658.7M | 2.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $649.6M | 2.1M | Trimmed |
| 4 | EP Wealth Advisors, LLC | $536.9M | 1.8M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $504.4M | 1.6M | Trimmed |
| 6 | Royal Bank of Canada | $366.2M | 1.2M | Trimmed |
| 7 | UBS Group AG | $355.4M | 1.2M | Added |
| 8 | PNC Financial Services Group, Inc. | $338.2M | 1.1M | Trimmed |
| 9 | Truepoint, Inc. | $334.9M | 1.1M | Trimmed |
| 10 | JONES FINANCIAL COMPANIES LLLP | $328.7M | 1.1M | Added |
| 11 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $319.4M | 1.0M | Hold |
| 12 | LPL Financial LLC | $280.3M | 915,170 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $277.4M | 905,608 | Added |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | $231.8M | 756,813 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $222.9M | 727,903 | Added |
| 16 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $204.1M | 666,327 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $173.0M | 564,845 | Added |
| 18 | STIFEL FINANCIAL CORP | $159.1M | 519,520 | Added |
| 19 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $152.3M | 497,262 | Trimmed |
| 20 | AMERIPRISE FINANCIAL INC | $108.2M | 353,090 | Added |
| 21 | Rockefeller Capital Management L.P. | $100.7M | 328,799 | Added |
| 22 | Busey Bank | $87.6M | 286,146 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $84.3M | 275,076 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $78.6M | 256,751 | Trimmed |
| 25 | FMR LLC | $74.5M | 243,289 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30