Who Owns VANGUARD INDEX FDS (VOT)? -- Institutional Holders (2026-03-31)
1,131 institutions reported holding $9.88B of VANGUARD INDEX FDS (VOT) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($767.4M), BANK OF AMERICA CORP /DE/ ($555.3M), ASSETMARK, INC ($551.1M), WELLS FARGO & COMPANY/MN ($430.9M), EP Wealth Advisors, LLC ($399.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $767.4M | 3.0M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $555.3M | 2.2M | Added |
| 3 | ASSETMARK, INC | $551.1M | 2.1M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $430.9M | 1.7M | Added |
| 5 | EP Wealth Advisors, LLC | $399.2M | 1.6M | Added |
| 6 | Royal Bank of Canada | $330.2M | 1.3M | Trimmed |
| 7 | UBS Group AG | $288.2M | 1.1M | Added |
| 8 | PNC Financial Services Group, Inc. | $286.9M | 1.1M | Added |
| 9 | Truepoint, Inc. | $284.6M | 1.1M | Added |
| 10 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $268.3M | 1.0M | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $261.6M | 1.0M | Added |
| 12 | LPL Financial LLC | $231.9M | 900,988 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $224.4M | 871,783 | Trimmed |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | $184.7M | 717,522 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $183.2M | 711,923 | Added |
| 16 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $169.9M | 660,319 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $140.1M | 544,506 | Trimmed |
| 18 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $139.2M | 541,051 | New |
| 19 | STIFEL FINANCIAL CORP | $132.2M | 513,751 | Added |
| 20 | Avior Wealth Management, LLC | $92.0M | 357,505 | Added |
| 21 | Rockefeller Capital Management L.P. | $84.4M | 328,146 | Trimmed |
| 22 | AMERIPRISE FINANCIAL INC | $83.1M | 345,762 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $71.4M | 277,422 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $71.2M | 276,854 | Trimmed |
| 25 | Busey Bank | $70.2M | 272,682 | Added |
Source: SEC Form 13F filings · as of 2026-03-31