VANGUARD INSTITUTIONAL INDEX FUNDS - VGUS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 431,439 | 32,558 | 0.0% | 0.0% | 1 | +56,591 | 15.1% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 254,239 | 19,197 | 2.41% | 3.12% | 2 | -55,388 | -17.89% | Q4 2025 | Jan 14, 2026 |
| Coston, McIsaac & Partners | History | Added to | 206,540 | 15,586 | 3.62% | 3.16% | 3 | +31,179 | 17.78% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 159,492 | 12,036 | 0.0% | 0.0% | 4 | +136,978 | 608.41% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 138,358 | 10,441 | 2.51% | 0.91% | 5 | +91,105 | 192.8% | Q4 2025 | Feb 27, 2026 |
| MORGAN STANLEY | History | Added to | 123,069 | 9,287 | 0.0% | 0.0% | 6 | +8,881 | 7.78% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 105,413 | 7,954 | 0.09% | 0.06% | 7 | +52,405 | 98.86% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 70,883 | 5,349 | 0.0% | 0.0% | 8 | +51,626 | 268.09% | Q4 2025 | Jan 29, 2026 |
| Crown Wealth Group, LLC | History | Added to | 66,066 | 4,985 | 1.39% | 1.12% | 9 | +16,974 | 34.58% | Q4 2025 | Jan 28, 2026 |
| ROYAL BANK OF CANADA | History | New | 61,826 | 4,665 | 0.0% | — | 10 | +61,826 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 44,230 | 3,337 | 0.0% | 0.0% | 11 | +30,750 | 228.12% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 35,315 | 2,665 | 0.25% | 0.15% | 12 | +13,547 | 62.23% | Q4 2025 | Jan 29, 2026 |
| Planning Center, Inc. | History | Added to | 30,241 | 2,282 | 0.23% | 0.12% | 13 | +15,309 | 102.52% | Q4 2025 | Feb 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 29,312 | 2,212 | 0.01% | 0.01% | 14 | +1,312 | 4.69% | Q4 2025 | Feb 12, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 28,905 | 2,181 | 0.46% | 0.35% | 15 | +7,833 | 37.17% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | New | 28,049 | 2,116 | 0.02% | — | 16 | +28,049 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,656 | 2,087 | 0.0% | 0.0% | 17 | +4,315 | 18.49% | Q4 2025 | Feb 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 27,046 | 2,041 | 0.13% | 0.12% | 18 | +1,742 | 6.88% | Q4 2025 | Feb 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 27,039 | 2,040 | 0.32% | 0.25% | 19 | +7,110 | 35.68% | Q4 2025 | Feb 06, 2026 |
| North Capital, Inc. | History | Reduced | 25,041 | 1,889 | 1.63% | 1.53% | 20 | -1,176 | -4.49% | Q4 2025 | Feb 18, 2026 |
| Zhang Financial LLC | History | New | 21,399 | 1,614 | 0.06% | — | 21 | +21,399 | New | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | New | 20,974 | 1,582 | 0.02% | — | 22 | +20,974 | New | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 20,522 | 1,548 | 0.0% | — | 23 | +20,522 | New | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 16,731 | 1,262 | 0.0% | 0.0% | 24 | +2,349 | 16.33% | Q4 2025 | Feb 17, 2026 |
| Sierra Capital LLC | History | Added to | 16,687 | 1,259 | 0.13% | 0.13% | 25 | +485 | 2.99% | Q4 2025 | Feb 18, 2026 |
| D.B. Root & Company, LLC | History | Added to | 16,429 | 1,239 | 0.3% | 0.31% | 26 | +205 | 1.26% | Q4 2025 | Feb 03, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 13,230 | 998 | 0.56% | 0.53% | 27 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 11,914 | 899 | 0.72% | — | 28 | +11,914 | New | Q4 2025 | Feb 12, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | New | 11,092 | 837 | 0.05% | — | 29 | +11,092 | New | Q4 2025 | Jan 23, 2026 |
| Core Wealth Advisors, Inc. | History | Reduced | 10,589 | 799 | 0.21% | 0.26% | 30 | -2,655 | -20.05% | Q4 2025 | Feb 17, 2026 |
| Manuka Financial, LLC | History | Added to | 10,415 | 785 | 0.49% | 0.48% | 31 | +130 | 1.26% | Q4 2025 | Jan 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,400 | 784 | 0.0% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 10,236 | 772 | 0.0% | — | 33 | +10,236 | New | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | New | 10,006 | 755 | 0.0% | — | 34 | +10,006 | New | Q4 2025 | Feb 13, 2026 |
| Wealthquest Corp | History | New | 9,963 | 751 | 0.06% | — | 35 | +9,963 | New | Q4 2025 | Feb 09, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 8,779 | 662 | 0.1% | 0.11% | 36 | +90 | 1.04% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,754 | 660 | 0.0% | 0.0% | 37 | +8,437 | 2661.51% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,715 | 657 | 0.0% | 0.0% | 38 | +109 | 1.27% | Q4 2025 | Mar 09, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 8,228 | 620 | 0.02% | 0.03% | 39 | -17 | -0.21% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,747 | 584 | 0.04% | 0.02% | 40 | +4,487 | 137.64% | Q4 2025 | Feb 06, 2026 |
| Burton Enright Welch | History | Reduced | 7,522 | 567 | 0.08% | 0.09% | 41 | -743 | -8.99% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | New | 7,474 | 564 | 0.0% | — | 42 | +7,474 | New | Q4 2025 | Feb 17, 2026 |
| TMB Capital Partners, LLC | History | New | 7,442 | 561 | 0.19% | — | 43 | +7,442 | New | Q4 2025 | Feb 19, 2026 |
| ANDERSON HOAGLAND & CO | History | New | 5,575 | 420 | 0.04% | — | 44 | +5,575 | New | Q4 2025 | Jan 05, 2026 |
| Kestra Advisory Services, LLC | History | New | 5,440 | 410 | 0.0% | — | 45 | +5,440 | New | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,329 | 402 | 0.0% | 0.0% | 46 | -37,836 | -87.65% | Q4 2025 | Feb 12, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 5,025 | 379 | 0.08% | 0.11% | 47 | -1,355 | -21.24% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,000 | 377 | 0.0% | 0.0% | 48 | -20 | -0.4% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | No change | 5,000 | 377 | 0.0% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Modern Wealth Management, LLC | History | New | 4,811 | 363 | 0.01% | — | 50 | +4,811 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | New | 4,630 | 349 | 0.0% | — | 51 | +4,630 | New | Q4 2025 | Feb 18, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,111 | 310 | 0.0% | — | 52 | +4,111 | New | Q4 2025 | Feb 18, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 3,971 | 299 | 0.07% | 0.08% | 53 | -521 | -11.6% | Q4 2025 | Feb 11, 2026 |
| Kestra Investment Management, LLC | History | New | 3,551 | 267 | 0.01% | — | 54 | +3,551 | New | Q4 2025 | Feb 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,500 | 264 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SUMMITRY LLC | History | No change | 3,303 | 249 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,983 | 225 | 0.0% | 0.01% | 57 | -2,983 | -50.0% | Q4 2025 | Feb 11, 2026 |
| Simmons Bank | History | No change | 2,977 | 224 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Western Reserve Capital Management, LLC | History | New | 2,872 | 216 | 0.2% | — | 59 | +2,872 | New | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | New | 2,860 | 215 | 0.0% | — | 60 | +2,860 | New | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | New | 2,652 | 200 | 0.02% | — | 62 | +2,652 | New | Q4 2025 | Jan 16, 2026 |
| Schiavi & Co LLC | History | No change | 2,657 | 200 | 0.06% | 0.07% | 61 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 1,114 | 84 | 0.0% | — | 63 | +1,114 | New | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 781 | 58 | 0.0% | — | 64 | +781 | New | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 477 | 35 | 0.0% | 0.0% | 65 | +6 | 1.27% | Q4 2025 | Feb 06, 2026 |
| North Star Investment Management Corp. | History | Reduced | 421 | 31 | 0.0% | 0.01% | 66 | -649 | -60.65% | Q4 2025 | Jan 30, 2026 |
| FIDUCIARY ADVISORS, INC. | History | New | 332 | 25 | 0.02% | — | 67 | +332 | New | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | New | 200 | 15 | 0.0% | — | 68 | +200 | New | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | New | 198 | 14 | 0.0% | — | 69 | +198 | New | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | No change | 149 | 11 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | New | 42 | 3 | 0.0% | — | 71 | +42 | New | Q4 2025 | Jan 26, 2026 |
| Orion Capital Management LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,549 | -100.0% | Q3 2025 | Nov 14, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -6,661 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -5,330 | -100.0% | Q3 2025 | Dec 15, 2025 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Closed out | 0 | 0 | — | 0.04% | — | -3,500 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,977 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BetterWealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,925 | -100.0% | Q3 2025 | Oct 21, 2025 |