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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 843,701 | 63,834 | 0.02% | 0.0% | 1 | +684,209 | 428.99% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 482,261 | 36,487 | 0.0% | 0.0% | 2 | +50,822 | 11.78% | Q1 2026 | May 15, 2026 |
| RFP Financial Group LLC | History | New | 280,450 | 21,218 | 11.53% | — | 3 | +280,450 | New | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 255,670 | 19,343 | 0.0% | 0.0% | 4 | +132,601 | 107.75% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 255,581 | 19,290 | 2.39% | 2.41% | 5 | +1,342 | 0.53% | Q1 2026 | Apr 07, 2026 |
| Coston, McIsaac & Partners | History | Added to | 240,647 | 18,207 | 4.11% | 3.62% | 6 | +34,107 | 16.51% | Q1 2026 | Apr 22, 2026 |
| Pines Wealth Management, LLC | History | New | 174,037 | 13,167 | 4.26% | — | 7 | +174,037 | New | Q1 2026 | Apr 08, 2026 |
| UBS Group AG | History | Added to | 154,167 | 11,664 | 0.0% | 0.0% | 8 | +83,284 | 117.5% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 138,543 | 10,482 | 0.01% | 0.0% | 9 | +94,313 | 213.23% | Q1 2026 | Apr 27, 2026 |
| Hikari Power Ltd | History | New | 136,950 | 10,362 | 0.9% | — | 10 | +136,950 | New | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 130,580 | 9,872 | 2.38% | 2.51% | 11 | -7,778 | -5.62% | Q1 2026 | May 01, 2026 |
| Zhang Financial LLC | History | Added to | 122,652 | 9,279 | 0.32% | 0.06% | 12 | +101,253 | 473.17% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 111,336 | 8,399 | 0.08% | 0.09% | 13 | +5,923 | 5.62% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 109,751 | 8,304 | 0.0% | 0.0% | 14 | +47,925 | 77.52% | Q1 2026 | May 15, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 77,552 | 5,867 | 0.34% | 0.05% | 15 | +66,460 | 599.17% | Q1 2026 | Apr 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 72,598 | 5,492 | 0.0% | — | 16 | +72,598 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 52,619 | 3,981 | 0.03% | 0.02% | 17 | +24,570 | 87.6% | Q1 2026 | May 15, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 51,992 | 3,933 | 0.41% | 0.25% | 18 | +16,677 | 47.22% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 50,402 | 3,813 | 0.0% | 0.0% | 19 | +45,073 | 845.81% | Q1 2026 | May 12, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 46,535 | 3,520 | 0.75% | 0.46% | 20 | +17,630 | 60.99% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 33,660 | 2,547 | 0.0% | 0.0% | 21 | +24,906 | 284.51% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 29,994 | 2,269 | 0.15% | 0.13% | 22 | +2,948 | 10.9% | Q1 2026 | May 13, 2026 |
| North Capital, Inc. | History | Added to | 28,057 | 2,122 | 1.8% | 1.63% | 23 | +3,016 | 12.04% | Q1 2026 | Apr 30, 2026 |
| Steele Capital Management, Inc. | History | New | 26,026 | 1,969 | 0.08% | — | 24 | +26,026 | New | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 24,749 | 1,872 | 0.01% | 0.01% | 25 | -4,563 | -15.57% | Q1 2026 | May 08, 2026 |
| Planning Center, Inc. | History | Reduced | 24,223 | 1,832 | 0.19% | 0.23% | 26 | -6,018 | -19.9% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,636 | 1,712 | 0.0% | 0.0% | 27 | -5,020 | -18.15% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 22,250 | 1,683 | 0.0% | — | 28 | +22,250 | New | Q1 2026 | May 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 21,897 | 1,656 | 0.14% | 0.04% | 29 | +16,322 | 292.77% | Q1 2026 | Apr 07, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 17,570 | 1,329 | 0.21% | 0.32% | 30 | -9,469 | -35.02% | Q1 2026 | May 08, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 17,521 | 1,325 | 0.18% | 0.1% | 31 | +8,742 | 99.58% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,264 | 1,306 | 0.0% | 0.0% | 32 | +7,028 | 68.66% | Q1 2026 | May 04, 2026 |
| Sierra Capital LLC | History | No change | 16,687 | 1,263 | 0.14% | 0.13% | 33 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | New | 16,688 | 1,262 | 0.0% | — | 34 | +16,688 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | New | 16,448 | 1,244 | 0.68% | — | 35 | +16,448 | New | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 16,019 | 1,211 | 0.0% | 0.0% | 36 | +11,019 | 220.38% | Q1 2026 | May 13, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | Added to | 14,952 | 1,131 | 0.88% | 0.72% | 37 | +3,038 | 25.5% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 14,920 | 1,128 | 0.02% | 0.02% | 38 | -6,054 | -28.86% | Q1 2026 | May 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 14,250 | 1,078 | 0.07% | 0.04% | 39 | +6,503 | 83.94% | Q1 2026 | Apr 13, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | No change | 13,230 | 1,000 | 0.65% | 0.56% | 40 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,408 | 938 | 0.01% | 0.0% | 41 | +7,408 | 148.16% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 11,514 | 871 | 0.0% | 0.0% | 42 | +1,508 | 15.07% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,438 | 865 | 0.02% | 0.02% | 43 | +3,210 | 39.01% | Q1 2026 | May 11, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 10,615 | 803 | 0.19% | 0.21% | 44 | +26 | 0.25% | Q1 2026 | May 15, 2026 |
| Manuka Financial, LLC | History | Added to | 10,473 | 792 | 0.49% | 0.49% | 45 | +58 | 0.56% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,400 | 786 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthquest Corp | History | No change | 9,963 | 751 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,543 | 722 | 0.0% | 0.0% | 48 | +4,103 | 75.42% | Q1 2026 | Apr 30, 2026 |
| TMB Capital Partners, LLC | History | Added to | 8,962 | 678 | 0.23% | 0.19% | 49 | +1,520 | 20.42% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,762 | 662 | 0.0% | 0.0% | 50 | +47 | 0.54% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,220 | 620 | 0.01% | 0.01% | 51 | +3,409 | 70.86% | Q1 2026 | May 14, 2026 |
| Attessa Capital LLC | History | New | 8,188 | 619 | 0.34% | — | 52 | +8,188 | New | Q1 2026 | Apr 07, 2026 |
| CULBERTSON A N & CO INC | History | New | 7,700 | 582 | 0.08% | — | 53 | +7,700 | New | Q1 2026 | May 12, 2026 |
| Burton Enright Welch | History | Added to | 7,561 | 572 | 0.08% | 0.08% | 54 | +39 | 0.52% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | No change | 7,474 | 565 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,548 | 495 | 0.0% | — | 56 | +6,548 | New | Q1 2026 | May 15, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 6,109 | 462 | 0.14% | 1.39% | 57 | -59,957 | -90.75% | Q1 2026 | Apr 21, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 5,230 | 395 | 0.08% | 0.08% | 58 | +205 | 4.08% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,912 | 371 | 0.0% | 0.0% | 59 | -11,819 | -70.64% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | New | 4,000 | 302 | 0.03% | — | 60 | +4,000 | New | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,858 | 291 | 0.0% | 0.0% | 61 | -16,664 | -81.2% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | Added to | 3,683 | 278 | 0.02% | 0.01% | 62 | +706 | 23.72% | Q1 2026 | Apr 23, 2026 |
| Modera Wealth Management, LLC | History | New | 3,617 | 273 | 0.0% | — | 63 | +3,617 | New | Q1 2026 | May 06, 2026 |
| Creative Planning | History | New | 3,402 | 257 | 0.0% | — | 64 | +3,402 | New | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,983 | 225 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Reserve Capital Management, LLC | History | No change | 2,872 | 217 | 0.18% | 0.2% | 66 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | No change | 2,860 | 216 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | New | 2,807 | 212 | 0.11% | — | 68 | +2,807 | New | Q1 2026 | May 18, 2026 |
| Schiavi & Co LLC | History | No change | 2,657 | 201 | 0.06% | 0.06% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 2,652 | 200 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 2,628 | 198 | 0.0% | — | 71 | +2,628 | New | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 1,584 | 119 | 0.0% | — | 72 | +1,584 | New | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | New | 1,512 | 114 | 0.0% | — | 73 | +1,512 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,235 | 93 | 0.0% | — | 74 | +1,235 | New | Q1 2026 | May 15, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 799 | 60 | 0.05% | 0.02% | 75 | +467 | 140.66% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 578 | 43 | 0.0% | 0.0% | 76 | +380 | 191.92% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 479 | 36 | 0.0% | 0.0% | 77 | +2 | 0.42% | Q1 2026 | Apr 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 424 | 32 | 0.0% | 0.0% | 78 | +3 | 0.71% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | New | 386 | 29 | 0.0% | — | 79 | +386 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 376 | 28 | 0.0% | 0.0% | 80 | -738 | -66.25% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 200 | 15 | 0.0% | — | 82 | +200 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 200 | 15 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,630 | 4 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D.B. Root & Company, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -16,429 | -100.0% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,111 | -100.0% | Q1 2026 | May 14, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.07% | — | -3,971 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,551 | -100.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,500 | -100.0% | Q1 2026 | May 08, 2026 |
| SUMMITRY LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,303 | -100.0% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,911 | -100.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -781 | -100.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Orion Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |