Who Owns VANGUARD (VIOO)? -- Institutional Holders (2026-06-30)

428 institutions reported holding $1.99B of VANGUARD (VIOO) in SEC 13F filings for 2026-06-30. Largest institutional holders: Orgel Wealth Management, LLC ($153.5M), BANK OF AMERICA CORP /DE/ ($119.3M), MORGAN STANLEY ($113.6M), RAYMOND JAMES FINANCIAL INC ($81.7M), Mariner, LLC ($81.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Orgel Wealth Management, LLC$153.5M1.1MAdded
2BANK OF AMERICA CORP /DE/$119.3M867,438Trimmed
3MORGAN STANLEY$113.6M825,868Added
4RAYMOND JAMES FINANCIAL INC$81.7M594,078Added
5Mariner, LLC$81.3M591,038Trimmed
6Cerity Partners LLC$60.9M442,935Trimmed
7AMERIPRISE FINANCIAL INC$59.2M430,671Trimmed
8WELLS FARGO & COMPANY/MN$52.0M378,299Added
9Pathstone Holdings, LLC$50.0M363,428Added
10Savant Capital, LLC$49.7M394,894Added
11JPMORGAN CHASE & CO$49.4M361,491Added
12UBS Group AG$48.9M355,333Trimmed
13Royal Bank of Canada$48.2M350,597Trimmed
14MONETA GROUP INVESTMENT ADVISORS LLC$46.6M338,693Added
15GOLDMAN SACHS GROUP INC$41.9M304,644Added
16LPL Financial LLC$36.9M268,540Added
17OSAIC HOLDINGS, INC.$36.4M264,227Added
18HANTZ FINANCIAL SERVICES, INC.$34.5M250,961Added
19NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$31.8M231,279Trimmed
20Cetera Investment Advisers$31.0M225,666Added
21Warwick Investment Management, Inc.$29.6M215,237Added
22OLD NATIONAL BANCORP /IN/$23.7M172,006Trimmed
23AdvisorNet Financial, Inc$22.0M160,011Added
24Wiser Wealth Management, Inc$21.1M153,116Trimmed
25TCV Trust & Wealth Management, Inc.$20.4M148,330Trimmed

Source: SEC Form 13F filings · as of 2026-06-30