VUG — Vanguard Index Fds Institutional Holders · Q3 2026

Name: Who Owns VUG? 177 Institutions Hold $1.67B (Q3 2026)
Creator: ko.io

Who owns Vanguard Index Fds (VUG)? 177 institutions reported holding $1.67B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stephens Group Asset Management, LLC ($216.6M), Everhart Financial Group, Inc. ($202.3M), Pathway Financial Advisors LLC ($113.3M).

Rank	Institution	Value	Shares	Change
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$216.6M	2.4M	Trimmed
2	Everhart Financial Group, Inc.	$202.3M	2.2M	Added
3	Pathway Financial Advisors LLC	$113.3M	1.3M	Added
4	INSPIRION WEALTH ADVISORS, LLC	$100.0M	1.1M	Added
5	Venture Visionary Partners LLC	$85.6M	950,035	Added
6	Trust Co	$76.5M	848,595	Added
7	RIVERSEDGE ADVISORS, LLC	$67.8M	751,879	Added
8	Farther Finance Advisors, LLC	$41.3M	458,271	Added
9	Apella Capital, LLC	$39.8M	430,452	Trimmed
10	Veery Capital, LLC	$31.6M	350,820	Added
11	Dominguez Wealth Management Solutions, Inc.	$31.2M	346,542	Added
12	Hiley Hunt Wealth Management	$31.1M	345,300	Added
13	Oak Root LLC	$29.8M	330,492	Hold
14	Prosperity Planning, Inc.	$27.4M	303,709	Added
15	GoalVest Advisory LLC	$27.0M	659,467	Added
16	Decker Wealth Management LLC	$26.5M	293,985	Trimmed
17	CoreCap Advisors, LLC	$25.5M	282,544	Trimmed
18	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$24.4M	270,848	Trimmed
19	SAPIENT CAPITAL LLC	$24.4M	270,533	Trimmed
20	Olistico Wealth, LLC	$22.8M	253,239	Trimmed
21	FC Advisory LLC	$22.4M	249,139	Added
22	TITLEIST ASSET MANAGEMENT, LLC	$22.2M	246,650	Added
23	Heartwood Wealth Advisors LLC	$21.1M	234,148	Trimmed
24	Go Invest LLC	$20.2M	223,813	Added
25	First Heartland Consultants, Inc.	$17.6M	195,174	Trimmed

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