1,742 institutions reported holding $18.44B of VANGUARD INDEX FDS (VBR) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.91B), ASSETMARK, INC ($886.2M), MORGAN STANLEY ($829.2M), Betterment LLC ($633.7M), ASPIRIANT, LLC ($377.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.91B | 13.4M | Trimmed |
| 2 | ASSETMARK, INC | $886.2M | 4.1M | Trimmed |
| 3 | MORGAN STANLEY | $829.2M | 3.8M | Added |
| 4 | Betterment LLC | $633.7M | 2.9M | Trimmed |
| 5 | ASPIRIANT, LLC | $377.9M | 1.7M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $367.2M | 1.7M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $350.5M | 1.6M | Added |
| 8 | SEI INVESTMENTS CO | $323.0M | 1.5M | Trimmed |
| 9 | LPL Financial LLC | $321.8M | 1.5M | Added |
| 10 | UBS Group AG | $320.7M | 1.5M | Added |
| 11 | CAPTRUST FINANCIAL ADVISORS | $280.2M | 1.3M | Added |
| 12 | Cetera Investment Advisers | $253.1M | 1.2M | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $222.3M | 1.0M | Trimmed |
| 14 | JONES FINANCIAL COMPANIES LLLP | $209.9M | 984,444 | Added |
| 15 | PNC Financial Services Group, Inc. | $183.9M | 846,309 | Added |
| 16 | Focus Partners Wealth | $180.2M | 829,355 | Trimmed |
| 17 | CHOREO, LLC | $178.6M | 822,036 | Added |
| 18 | Allworth Financial LP | $177.6M | 817,672 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $176.0M | 809,258 | Added |
| 20 | HighTower Advisors, LLC | $167.5M | 770,962 | Trimmed |
| 21 | JPMORGAN CHASE & CO | $159.8M | 752,625 | Added |
| 22 | AMERIPRISE FINANCIAL INC | $146.8M | 675,388 | Trimmed |
| 23 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $141.8M | 652,542 | New |
| 24 | MATHER GROUP, LLC. | $136.8M | 629,499 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $122.3M | 563,135 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31