Who Owns VANGUARD INDEX FDS (VNQ)? -- Institutional Holders (2026-06-30)

1,038 institutions reported holding $5.12B of VANGUARD INDEX FDS (VNQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: State of New Jersey Common Pension Fund D ($829.2M), ENVESTNET ASSET MANAGEMENT INC ($213.0M), Ballentine Partners, LLC ($155.2M), VISTA CAPITAL PARTNERS, INC. ($145.3M), Catalyst Capital Advisors LLC ($132.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1State of New Jersey Common Pension Fund D$829.2M8.6MHold
2ENVESTNET ASSET MANAGEMENT INC$213.0M2.2MAdded
3Ballentine Partners, LLC$155.2M1.6MAdded
4VISTA CAPITAL PARTNERS, INC.$145.3M1.5MAdded
5Catalyst Capital Advisors LLC$132.9M1.4MTrimmed
6Millburn Ridgefield LLC /DE/$132.9M1.4MTrimmed
7ASSETMARK, INC$130.3M1.4MAdded
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$89.8M937,292Trimmed
9SBI Okasan Asset Management Co.Ltd.$83.8M853,650New
10Seven Post Investment Office LP$82.7M857,363Added
11Cambridge Investment Research Advisors, Inc.$75.7M785,208Added
12EVERGREEN CAPITAL MANAGEMENT LLC$75.4M781,642Added
13COMMONWEALTH EQUITY SERVICES, LLC$60.9M631,341Trimmed
14REBALANCE, LLC$59.2M613,696Added
15Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$46.3M479,864Added
16OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$44.8M464,333Trimmed
17Falcon Wealth Planning$44.7M463,481Added
18M&T Bank Corp$41.5M429,929Added
19Garde Capital, Inc.$37.1M384,725Added
20St. Louis Trust Co$36.1M17,485Hold
21Kestra Advisory Services, LLC$31.8M330,263Added
22HHM Wealth Advisors, LLC$30.7M318,158Added
23SAGE FINANCIAL GROUP INC$29.5M305,846Added
24BECKER CAPITAL MANAGEMENT INC$29.1M301,372Trimmed
25PRINCIPAL FINANCIAL GROUP INC$28.9M299,656Trimmed

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