Stock ownership · SEC 13F · Q4 2025

VANGUARD TOTAL STOCK

Institutional ownership of VANGUARD TOTAL STOCK (CUSIP 922908769) - who holds it, how concentrated it is, and what moved last quarter.

$368.9M
Reported value
26
Institutions
94%
Top-5 share

The verdict

VANGUARD TOTAL STOCK is a broadly held institutional position - 26 institutions report $368.9M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

26
institutions hold it
$368.9M
reported 13F value
94%
held by top 5
#37
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$368.9M

Institutional 13F value

Institutions

26

Reporting holders

Top-5 concentration

94%

Held by 5 largest

New buyers

23

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%94%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 90.0%

VANGUARD TOTAL STOCK is more widely held than about 90% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of VANGUARD TOTAL STOCK
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANGUARD TOTAL STOCK position has risen from 18 to 26 over the last 8 quarters of 13F filings.

010203040 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 26
Distinct 13F filers holding VANGUARD TOTAL STOCK, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 West Virginia University Foundation, Inc 728,924 $244.4M 66.2%
2 TD Capital Management LLC 257,515 $86.3M 23.4%
3 BEACON ADVISORS HOLDINGS, LLC 21,440 $7.2M 1.9%
4 Clear Retirement Advice LLC 13,473 $4.6M 1.2%
5 Anchor Investment Management, LLC 10,636 $3.6M 1.0%
6 DiPaolo Financial Group, Inc. 8,753 $2.9M 0.8%
7 Ketron Financial 8,280 $2.8M 0.8%
8 Diesslin Group, Inc. 6,787 $2.3M 0.6%
9 Stone Wealth Partners 5,602 $1.9M 0.5%
10 BDFS Capital LLC 5,353 $1.8M 0.5%
11 Cross Staff Investments Inc 4,456 $1.5M 0.4%
12 OakTrust Wealth Advisors, LLC 4,290 $1.4M 0.4%
13 Tempo Wealth, LLC 4,145 $1.4M 0.4%
14 Westshore Wealth, LLC 3,421 $1.1M 0.3%
15 DGS Capital Management, LLC 3,370 $1.1M 0.3%
16 KW WEALTH MANAGEMENT LLC 3,328 $1.1M 0.3%
17 Nolet Wealth Management, LLC 2,543 $853K 0.2%
18 MidFirst Bank 2,074 $695K 0.2%
19 Financially in Tune, LLC 1,476 $495K 0.1%
20 Bell Investment Advisors, Inc 1,301 $436K 0.1%
21 Coastline Complete Wealth LLC 1,046 $351K 0.1%
22 Alternative Investment Advisors, LLC. 704 $236K 0.1%
23 Compass Financial Services Inc 701 $235K 0.1%
24 SSA SWISS ADVISORS AG 611 $205K 0.1%
25 CHELSEA COUNSEL CO 36 $12K 0.0%
26 Strategic Investment Solutions, Inc. /IL 11 $4K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about VANGUARD TOTAL STOCK

A few large holders dominate this stock’s institutional float.

  • Track holder count and reported value quarter-over-quarter to read accumulation vs. distribution. Biggest movers
  • Compare against the most widely held stocks before reading any single position as a signal. Most-held stocks
  • Understand what 13F does and does not disclose. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold VANGUARD TOTAL STOCK?
VANGUARD TOTAL STOCK is held by 26 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of VANGUARD TOTAL STOCK?
Institutions report $368.9M of VANGUARD TOTAL STOCK as of Q4 2025.
How concentrated is ownership of VANGUARD TOTAL STOCK?
The top five institutional holders account for 94% of the reported institutional value in VANGUARD TOTAL STOCK, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of VANGUARD TOTAL STOCK?
West Virginia University Foundation, Inc is the largest reported holder of VANGUARD TOTAL STOCK with $244.4M across 728,924 shares as of Q4 2025.
Where does this VANGUARD TOTAL STOCK data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

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.