VTV — Vanguard Index Fds Institutional Holders · Q3 2026

Name: Who Owns VTV? 163 Institutions Hold $1.85B (Q3 2026)
Creator: ko.io

Who owns Vanguard Index Fds (VTV)? 163 institutions reported holding $1.85B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($209.6M), Farther Finance Advisors, LLC ($208.5M), Everhart Financial Group, Inc. ($199.4M).

Rank	Institution	Value	Shares	Change
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$209.6M	969,840	Trimmed
2	Farther Finance Advisors, LLC	$208.5M	964,758	Added
3	Everhart Financial Group, Inc.	$199.4M	922,916	Added
4	Pathway Financial Advisors LLC	$129.2M	598,055	Added
5	CoreCap Advisors, LLC	$90.2M	417,350	Added
6	RIVERSEDGE ADVISORS, LLC	$86.1M	398,629	Added
7	Trust Co	$69.9M	323,416	Added
8	Apella Capital, LLC	$55.0M	252,083	Added
9	VALLEY WEALTH MANAGERS, INC.	$49.8M	230,611	Added
10	Hiley Hunt Wealth Management	$40.5M	187,263	Added
11	Arbor Wealth Advisors LLC	$37.3M	172,441	Added
12	Kaydan Wealth Management, Inc.	$36.1M	167,028	Trimmed
13	Veery Capital, LLC	$30.2M	139,973	Added
14	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$28.4M	131,330	Trimmed
15	Venture Visionary Partners LLC	$27.6M	127,710	Added
16	Oak Root LLC	$27.1M	125,436	Hold
17	Midwest Financial Partners Investments, Inc.	$25.8M	119,525	Added
18	SAPIENT CAPITAL LLC	$24.5M	113,475	Added
19	Heartwood Wealth Advisors LLC	$24.0M	111,205	Trimmed
20	CX Institutional	$20.8M	96,361	Added
21	MOODY NATIONAL BANK TRUST DIVISION	$18.6M	85,975	Added
22	Prism Advisors, Inc.	$18.2M	82,769	Trimmed
23	ECLECTIC ASSOCIATES INC /ADV	$16.6M	76,818	Trimmed
24	Breakwater Capital Group	$16.3M	75,541	Added
25	First Heartland Consultants, Inc.	$14.6M	67,572	Trimmed

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