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

According to SEC Form 13F-HR filings in this corpus, VANGUARD TOTAL STOCK ranks #39 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 26 institutions report $368.9M 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
#39
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 TOTAL STOCK ranks #39 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 922908769 · Q4 2025 $369M reported

VALUE-MEGA · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-MEGA #39/775
  • HOLDERS-NARROW 26 filers
  • CONC-DOM 94% top-5
  • PHOTO-FINISH FORD MTR DEL
  • ACTIVITY-HOT 23 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: FORD MTR CO DEL

Read with: Ownership concentration guide - VANGUARD TOTAL STOCK's top-five holders account for 94% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · VANGUARD TOTAL STOCK

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ISHARES TR · near$372MMCKESSON · near$372MMICRON TECHNOLOGY · near$372MVANGUARD TOTAL STOCK · this …$369MFORD MTR DEL · near$368M
Aggregate reported institutional value ($)

VANGUARD TOTAL STOCK vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

26 Top 10% higher than 90% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of VANGUARD TOTAL STOCK
  1. 1
    West Virginia University Foundation, Inc $244.4M
  2. 2
    TD Capital Management LLC $86.3M
  3. 3
    BEACON ADVISORS HOLDINGS, LLC $7.2M
  4. 4
    Clear Retirement Advice LLC $4.6M
  5. 5
    Anchor Investment Management, LLC $3.6M
  6. 6
    DiPaolo Financial Group, Inc. $2.9M

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD TOTAL STOCK's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
99.6%
Shared-defined discretion (DFND)
0.4%

Latest Quarter Activity · Q4 2025

New positions (23)

West Virginia University Foundation, Inc $244.4M
BEACON ADVISORS HOLDINGS, LLC $7.2M
Clear Retirement Advice LLC $4.6M
Anchor Investment Management, LLC $3.6M
DiPaolo Financial Group, Inc. $2.9M
Ketron Financial $2.8M

Complete exits (31)

CIBC Private Wealth Group LLC exited
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Briaud Financial Planning, Inc exited
Magnolia Wealth Management, LLC exited
Capital Square, LLC exited
Asset Dedication, LLC exited

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.
Where does VANGUARD TOTAL STOCK sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, VANGUARD TOTAL STOCK ranks #39 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 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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for VANGUARD TOTAL STOCK: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($368.9M here).

FORD MTR CO DEL $368.1M MICRON TECHNOLOGY INC $371.8M MCKESSON CORP $372.3M ISHARES TR $372.4M

Similar holder count

Nearest stocks by number of disclosing 13F holders (26 here).

COSTCO WHSL CORP NEW 27 ELI LILLY & CO 27 MASTERCARD INC 25 BROADCOM INC 28

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.