Funds holding VANGUARD INDEX FUNDS
ISIN US9229085959 · United States · LEI 549300G6KNDK44WUN559
- Fund holders
- 12
- Of which ETFs
- 2 10 other funds
- Value held
- 103.8M $
This issuer has other securities: Vanguard Total Stock Market ETF (US9229087690), Vanguard Mid-Cap ETF (US9229086296), Vanguard Large-Cap ETF (US9229086379), VANGUARD INDEX FUNDS (US9229086114), VANGUARD INDEX FUNDS (US9219378018), VANGUARD INDEX FUNDS (US9219377028)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| HCM Tactical Plus Fund NORTHERN LIGHTS FUND TRUST III | 183,200 | 67M $ | 3.03 % | as of Jun 30, 2026 ↗ |
| The Brinsmere Fund - Growth ETF ETF Series Solutions | 24,420 | 8.9M $ | 2.32 % | as of Jun 30, 2026 ↗ |
| Ocean Park Tactical Risk Spectrum 50 Fund Northern Lights Fund Trust | 16,600 | 6.1M $ | 2.28 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 16,131 | 5.9M $ | 0.28 % | as of Jun 30, 2026 ↗ |
| The Brinsmere Fund - Conservative ETF ETF Series Solutions | 15,752 | 5.8M $ | 1.59 % | as of Jun 30, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 7,407 | 2.5M $ | 2.34 % | as of Jul 31, 2026 ↗ |
| Ocean Park Tactical All Asset Fund Northern Lights Fund Trust | 7,100 | 2.6M $ | 0.69 % | as of Jun 30, 2026 ↗ |
| Ocean Park Tactical Risk Spectrum 30 Fund Northern Lights Fund Trust | 5,700 | 2.1M $ | 1.30 % | as of Jun 30, 2026 ↗ |
| Ocean Park Tactical Risk Spectrum 70 Fund Northern Lights Fund Trust | 5,100 | 1.9M $ | 2.22 % | as of Jun 30, 2026 ↗ |
| Arrow DWA Tactical: Balanced Fund Arrow Investments Trust | 2,119 | 721.4K $ | 2.71 % | as of Jul 31, 2026 ↗ |
| Ocean Park Tactical Core Growth Fund Northern Lights Fund Trust | 1,005 | 367.5K $ | 2.17 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1 | 365.7 $ | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| HCM Tactical Plus Fund NORTHERN LIGHTS FUND TRUST III | 3.03 % | as of Jun 30, 2026 ↗ |
| Arrow DWA Tactical: Balanced Fund Arrow Investments Trust | 2.71 % | as of Jul 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 2.34 % | as of Jul 31, 2026 ↗ |
| The Brinsmere Fund - Growth ETF ETF Series Solutions | 2.32 % | as of Jun 30, 2026 ↗ |
| Ocean Park Tactical Risk Spectrum 50 Fund Northern Lights Fund Trust | 2.28 % | as of Jun 30, 2026 ↗ |
| Ocean Park Tactical Risk Spectrum 70 Fund Northern Lights Fund Trust | 2.22 % | as of Jun 30, 2026 ↗ |
| Ocean Park Tactical Core Growth Fund Northern Lights Fund Trust | 2.17 % | as of Jun 30, 2026 ↗ |
| The Brinsmere Fund - Conservative ETF ETF Series Solutions | 1.59 % | as of Jun 30, 2026 ↗ |
| Ocean Park Tactical Risk Spectrum 30 Fund Northern Lights Fund Trust | 1.30 % | as of Jun 30, 2026 ↗ |
| Ocean Park Tactical All Asset Fund Northern Lights Fund Trust | 0.69 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 12 | -3 | 284,535 | -1.6 % |
| 2026Q2 | 15 | +4 | 289,284 | +238.7 % |
| 2026Q1 | 11 | +1 | 85,408 | +1.5 % |
| 2025Q4 | 10 | +5 | 84,147 | +151.5 % |
| 2025Q3 | 5 | -1 | 33,456 | -26.0 % |
| 2025Q2 | 6 | -7 | 45,208 | -78.4 % |
| 2025Q1 | 13 | +6 | 209,611 | -6.0 % |
| 2024Q4 | 7 | +1 | 223,087 | +1.6 % |
| 2024Q3 | 6 | -1 | 219,595 | -9.6 % |
| 2024Q2 | 7 | +2 | 243,039 | -5.7 % |
| 2024Q1 | 5 | -4 | 257,635 | -33.1 % |
| 2023Q4 | 9 | 384,939 |
Institutional managers
1,206 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 8,438,257 | 2.6B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,936,579 | 585.3M $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 1,609,318 | 486.4M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 1,031,328 | 311.7M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 984,721 | 297.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 898,982 | 271.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 837,597 | 253.2M $ | as of Mar 31, 2026 |
| EP Wealth Advisors, LLC | 807,814 | 244.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 769,517 | 232.6M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 697,629 | 210.9M $ | as of Mar 31, 2026 |
| Cohen Klingenstein LLC | 661,433 | 199.9M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 637,264 | 192.6M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 617,063 | 182M $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 603,872 | 182.5M $ | as of Mar 31, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 536,196 | 162.1M $ | as of Mar 31, 2026 |
| CHOREO, LLC | 531,766 | 160.7M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 487,734 | 147.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 477,172 | 144.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 476,911 | 144.1M $ | as of Mar 31, 2026 |
| Gen-Wealth Partners Inc | 392,074 | 1.3M $ | as of Mar 31, 2026 |
| RWA WEALTH PARTNERS, LLC | 368,412 | 111.4M $ | as of Mar 31, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 367,120 | 111M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 327,717 | 99.1M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 317,705 | 96M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 317,128 | 95.9M $ | as of Mar 31, 2026 |
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Titelia. "Funds holding VANGUARD INDEX FUNDS". https://titelia.com/en/stocks/vanguard-index-funds-US9229085959