VANGUARD INDEX FUNDS - VUG

Sector: Funds · Industry: Investment Company

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$129.7B

QoQ value delta ($000)

+$10.27B (+8.6%)

Implied price effect (QoQ)

+2.07%

Total shares

267,197,410

QoQ shares delta

+16,077,964 (+6.4%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Early Q1 2026 data: only 21 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	23,357,416	47,877,294	1.7%
JONES FINANCIAL COMPANIES LLLP	19,213,009	39,381,983	11.71%
MORGAN STANLEY	7,018,239	14,385,761	0.42%
ENVESTNET ASSET MANAGEMENT INC	3,734,874	7,655,628	1.11%
Financial Engines Advisors L.L.C.	3,168,491	6,494,674	6.0%
UBS Group AG	2,739,120	5,614,562	0.44%
LPL Financial LLC	2,678,789	5,490,898	0.73%
WELLS FARGO & COMPANY/MN	2,109,215	4,323,403	0.38%
AMERIPRISE FINANCIAL INC	1,896,045	3,886,318	0.43%
TIAA TRUST, NATIONAL ASSOCIATION	1,757,085	3,601,607	4.21%
EP Wealth Advisors, LLC	1,690,059	3,464,230	8.78%
RAYMOND JAMES FINANCIAL INC	1,623,953	3,328,739	0.51%
FMR LLC	1,263,123	2,589,110	0.06%
Mill Creek Capital Advisors, LLC	1,210,834	2,481,930	24.67%
PNC FINANCIAL SERVICES GROUP, INC.	1,115,512	2,286,543	0.61%
RWA WEALTH PARTNERS, LLC	1,093,088	2,240,580	11.95%
ROYAL BANK OF CANADA	1,067,266	2,187,648	0.17%
Cetera Investment Advisers	1,036,254	2,124,859	1.13%
Bank of New York Mellon Corp	933,624	1,913,713	0.16%
Mariner, LLC	893,937	1,832,360	1.06%
Align Financial, LLC	877,660	877,660	0.51%
JPMORGAN CHASE & CO	874,699	1,792,931	0.05%
D.A. DAVIDSON & CO.	865,155	1,773,369	5.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	854,547	1,751,624	0.54%
COMMONWEALTH EQUITY SERVICES, LLC	805,715	1,651,530	1.07%