VV — Vanguard Index Fds Institutional Holders · Q3 2026

Name: Who Owns VV? 84 Institutions Hold $531M (Q3 2026)
Creator: ko.io

Who owns Vanguard Index Fds (VV)? 84 institutions reported holding $531.24M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($132.4M), Juncture Wealth Strategies, LLC ($56.8M), Acropolis Investment Management, LLC ($56.6M).

Rank	Institution	Value	Shares	Change
1	Heartwood Wealth Advisors LLC	$132.4M	376,197	Trimmed
2	JUNCTURE WEALTH STRATEGIES, LLC	$56.8M	161,292	Trimmed
3	Acropolis Investment Management, LLC	$56.6M	160,893	Trimmed
4	Investors Research Corp	$24.2M	68,738	Added
5	ATMOS ADVISORY, LLC	$22.9M	65,130	Added
6	Box Hill Private Wealth LLC	$22.6M	64,323	Added
7	CX Institutional	$17.8M	50,574	Trimmed
8	Horizons Wealth Management	$17.6M	49,911	Trimmed
9	Farther Finance Advisors, LLC	$16.2M	46,101	Added
10	Capital Planning LLC	$14.2M	40,483	Trimmed
11	Wedmont Private Capital	$14.2M	39,825	Added
12	Venture Visionary Partners LLC	$13.7M	38,974	Added
13	Apella Capital, LLC	$11.3M	31,590	Trimmed
14	Valeo Financial Advisors, LLC	$10.0M	28,362	Trimmed
15	May Barnhard Investments LLC	$9.9M	28,148	Added
16	Sherry Group, Inc.	$9.1M	25,942	Added
17	Pioneer Wealth Management Group	$6.8M	19,340	Trimmed
18	Retireful, LLC	$5.9M	16,819	New
19	Gainplan LLC	$4.6M	13,198	Added
20	Trust Co	$4.4M	12,545	Trimmed
21	SigFig Wealth Management, LLC	$4.4M	12,388	Trimmed
22	FIRST COMMUNITY TRUST NA	$4.4M	12,384	Added
23	SAPIENT CAPITAL LLC	$4.2M	11,813	Added
24	FC Advisory LLC	$4.0M	11,479	Added
25	YHB Investment Advisors, Inc.	$3.1M	8,873	Added

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