Stock ownership · SEC 13F · Q4 2025
VANGUARD INDEX FDS
Who owns VANGUARD INDEX FDS (CUSIP 922908611)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.
- $11.8M
- Reported value
- 8
- Institutions
- 95%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, VANGUARD INDEX FDS ranks #416 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $11.8M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 8
- institutions hold it
- $11.8M
- reported 13F value
- 95%
- held by top 5
- #416
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, VANGUARD INDEX FDS ranks #416 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 922908611 · Q4 2025 $12M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #416/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 95% top-5
- PHOTO-FINISH ISHARES TR
- ACTIVITY-MID 7 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ISHARES TR
Read with: Ownership concentration guide - VANGUARD INDEX FDS's top-five holders account for 95% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · VANGUARD INDEX FDS
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a VANGUARD INDEX FDS position has risen from 5 to 8 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Clear Retirement Advice LLC | 32,436 | $7.4M | 62.7% |
| 2 | Financially in Tune, LLC | 9,161 | $1.9M | 16.4% |
| 3 | Anchor Investment Management, LLC | 4,039 | $855K | 7.2% |
| 4 | DGS Capital Management, LLC | 2,912 | $617K | 5.2% |
| 5 | Bell Investment Advisors, Inc | 2,160 | $457K | 3.9% |
| 6 | Investment Insight Wealth Management, LLC | 1,935 | $410K | 3.5% |
| 7 | MidFirst Bank | 391 | $83K | 0.7% |
| 8 | Compass Financial Services Inc | 198 | $42K | 0.4% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD INDEX FDS's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (7)
Complete exits (10)
Frequently Asked Questions
How many institutions hold VANGUARD INDEX FDS?▼
Where does VANGUARD INDEX FDS sit among tracked securities?▼
What is the total institutional value of VANGUARD INDEX FDS?▼
How concentrated is ownership of VANGUARD INDEX FDS?▼
Who is the largest institutional holder of VANGUARD INDEX FDS?▼
Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for VANGUARD INDEX FDS: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($11.8M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.