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-QUIET · BOOK-FULL

  • VALUE-LIGHT #416/775
  • HOLDERS-FOCUS 8 filers
  • CONC-DOM 95% top-5
  • PHOTO-FINISH ISHARES TR
  • ACTIVITY-QUIET 0 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.

ROBINHOOD MKTS · near$12MTERADATA DEL · near$12MISHARES TR · near$12MVANGUARD INDEX FDS · this st…$12MTIDAL TRUST I · near$12M
Aggregate reported institutional value ($)
Largest institutional holders of VANGUARD INDEX FDS
  1. 1
    Clear Retirement Advice LLC $7.4M
  2. 2
    Financially in Tune, LLC $1.9M
  3. 3
    Anchor Investment Management, LLC $855K
  4. 4
    DGS Capital Management, LLC $617K
  5. 5
    Bell Investment Advisors, Inc $457K
  6. 6
    Investment Insight Wealth Management, LLC $410K

Top 6 reported holders by value · Q4 2025

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.

0510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 8
Distinct 13F filers holding VANGUARD INDEX FDS, by quarter

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:

Sole discretion (SOLE)
100.0%

Frequently Asked Questions

How many institutions hold VANGUARD INDEX FDS?▼
VANGUARD INDEX FDS is held by 8 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does VANGUARD INDEX FDS sit among tracked securities?▼
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. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of VANGUARD INDEX FDS?▼
Institutions report $11.8M of VANGUARD INDEX FDS as of Q4 2025.
How concentrated is ownership of VANGUARD INDEX FDS?▼
The top five institutional holders account for 95% of the reported institutional value in VANGUARD INDEX FDS, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of VANGUARD INDEX FDS?▼
Clear Retirement Advice LLC is the largest reported holder of VANGUARD INDEX FDS with $7.4M across 32,436 shares as of Q4 2025.

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).

ISHARES TR $11.8M TIDAL TRUST I $11.8M TERADATA CORP DEL $11.9M ROBINHOOD MKTS INC $11.9M

Similar holder count

Nearest stocks by number of disclosing 13F holders (8 here).

AGILENT TECHNOLOGIES INC 8 ALIBABA GROUP HLDG LTD F 8 BIOGEN INC 8 BLOCK INC A 8

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 2026-09-26.