Funds holding VANGUARD INDEX FUNDS
ISIN US9229086114 · United States · LEI 549300G6KNDK44WUN559
- Fund holders
- 12
- Of which ETFs
- 2 10 other funds
- Value held
- 34.5M $
This issuer has other securities: Vanguard Total Stock Market ETF (US9229087690), Vanguard Mid-Cap ETF (US9229086296), Vanguard Large-Cap ETF (US9229086379), VANGUARD INDEX FUNDS (US9229085959), VANGUARD INDEX FUNDS (US9219378018), VANGUARD INDEX FUNDS (US9219377028)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Q3 ALL SEASON ACTIVE ROTATION ETF Ultimus Managers Trust | 32,655 | 7.7M $ | 12.88 % | as of May 31, 2026 ↗ |
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 24,725 | 5.8M $ | 1.31 % | as of May 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 22,415 | 5.4M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 17,775 | 4.2M $ | 1.01 % | as of May 31, 2026 ↗ |
| Arrow DWA Tactical: Macro Fund Arrow Investments Trust | 15,439 | 3.8M $ | 7.95 % | as of Jul 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 11,043 | 2.7M $ | 2.50 % | as of Jul 31, 2026 ↗ |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 7,448 | 1.7M $ | 0.93 % | as of May 31, 2026 ↗ |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 6,735 | 1.6M $ | 0.54 % | as of Jun 30, 2026 ↗ |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 2,882 | 700.3K $ | 0.50 % | as of Jun 30, 2026 ↗ |
| NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 2,350 | 571K $ | 0.63 % | as of Jun 30, 2026 ↗ |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 698 | 169.6K $ | 0.33 % | as of Jun 30, 2026 ↗ |
| HCM Large Cap Growth ETF ETF Opportunities Trust | 612 | 148.7K $ | 0.20 % | 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 | |
|---|---|---|
| Q3 ALL SEASON ACTIVE ROTATION ETF Ultimus Managers Trust | 12.88 % | as of May 31, 2026 ↗ |
| Arrow DWA Tactical: Macro Fund Arrow Investments Trust | 7.95 % | as of Jul 31, 2026 ↗ |
| PFG MFS Aggressive Growth Strategy Fund Northern Lights Fund Trust | 2.50 % | as of Jul 31, 2026 ↗ |
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 1.31 % | as of May 31, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 1.01 % | as of May 31, 2026 ↗ |
| Symmetry Panoramic Tax-Managed Global Equity Fund Symmetry Panoramic Trust | 0.93 % | as of May 31, 2026 ↗ |
| NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 0.63 % | as of Jun 30, 2026 ↗ |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 0.54 % | as of Jun 30, 2026 ↗ |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 0.50 % | as of Jun 30, 2026 ↗ |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 0.33 % | 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 | -1 | 144,777 | -19.4 % |
| 2026Q2 | 13 | +3 | 179,561 | +46.2 % |
| 2026Q1 | 10 | 0 | 122,847 | -20.1 % |
| 2025Q4 | 10 | +1 | 153,819 | +15.5 % |
| 2025Q3 | 9 | +1 | 133,146 | +37.0 % |
| 2025Q2 | 8 | -1 | 97,157 | -50.1 % |
| 2025Q1 | 9 | -4 | 194,882 | -61.1 % |
| 2024Q4 | 13 | +3 | 500,453 | +13.6 % |
| 2024Q3 | 10 | -1 | 440,616 | -10.2 % |
| 2024Q2 | 11 | +3 | 490,404 | +13.7 % |
| 2024Q1 | 8 | -5 | 431,340 | -53.3 % |
| 2023Q4 | 13 | 923,629 |
Institutional managers
1,690 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13,400,994 | 2.9B $ | as of Mar 31, 2026 |
| ASSETMARK, INC | 4,079,001 | 886.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,816,657 | 829.2M $ | as of Mar 31, 2026 |
| Betterment LLC | 2,917,128 | 633.7K $ | as of Mar 31, 2026 |
| ASPIRIANT, LLC | 1,739,529 | 377.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,690,012 | 367.2M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,613,157 | 350.5M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 1,486,561 | 323M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,481,210 | 321.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,476,405 | 320.7M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 1,289,920 | 280.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 1,164,853 | 253.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,023,425 | 222.3M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 984,444 | 209.9M $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 846,309 | 183.9M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 829,355 | 180.2M $ | as of Mar 31, 2026 |
| CHOREO, LLC | 822,036 | 178.6M $ | as of Mar 31, 2026 |
| Allworth Financial LP | 817,672 | 177.6M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 809,258 | 176M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 770,962 | 167.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 752,625 | 159.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 675,388 | 146.8M $ | as of Mar 31, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 652,542 | 141.8M $ | as of Mar 31, 2026 |
| MATHER GROUP, LLC. | 629,499 | 136.8M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 563,135 | 122.3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding VANGUARD INDEX FUNDS". https://titelia.com/en/stocks/vanguard-index-funds-US9229086114