1,263 institutions reported holding $13.42B of VANGUARD INDEX FDS (VOE) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($876.9M), ASSETMARK, INC ($798.6M), EP Wealth Advisors, LLC ($762.9M), Betterment LLC ($689.6M), JONES FINANCIAL COMPANIES LLLP ($570.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MORGAN STANLEY | $876.9M | 4.8M | Added |
| 2 | ASSETMARK, INC | $798.6M | 4.3M | Trimmed |
| 3 | EP Wealth Advisors, LLC | $762.9M | 4.1M | Added |
| 4 | Betterment LLC | $689.6M | 3.7M | Trimmed |
| 5 | JONES FINANCIAL COMPANIES LLLP | $570.8M | 3.1M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $561.2M | 3.0M | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $495.4M | 2.7M | Trimmed |
| 8 | Royal Bank of Canada | $446.3M | 2.4M | Trimmed |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $299.8M | 1.6M | New |
| 10 | UBS Group AG | $270.0M | 1.5M | Added |
| 11 | PNC Financial Services Group, Inc. | $269.3M | 1.5M | Trimmed |
| 12 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $225.0M | 1.2M | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $222.1M | 1.2M | Added |
| 14 | FMR LLC | $204.3M | 1.1M | Added |
| 15 | LPL Financial LLC | $201.6M | 1.1M | Added |
| 16 | MONETA GROUP INVESTMENT ADVISORS LLC | $200.9M | 1.1M | Added |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $192.7M | 1.0M | Added |
| 18 | Orgel Wealth Management, LLC | $165.7M | 899,090 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $162.7M | 882,986 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $132.7M | 720,227 | Trimmed |
| 21 | STIFEL FINANCIAL CORP | $129.6M | 703,111 | Trimmed |
| 22 | Focus Partners Wealth | $126.0M | 683,834 | Added |
| 23 | OSAIC HOLDINGS, INC. | $121.6M | 659,620 | Added |
| 24 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $112.8M | 612,122 | Trimmed |
| 25 | Mariner, LLC | $111.2M | 603,456 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31