13F Insight
DOSSIER · 13F Holders · Q2 2026
VGUS

VANGUARD INSTL INDEX FD

98 institutions still hold VANGUARD INSTL INDEX FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922040852·98 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$339M
visible holders
Holders
98
filers reporting
Concentration
14.78%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

98 institutions reported VGUS in Q2 2026. LPL Financial LLC leads at 14.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$50M663K0.01%Q2 202602
Lido Advisors, LLC
CIK 0001650150
$47M618K0.13%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$40M528K0.00%Q2 202604
MORGAN STANLEY
CIK 0000895421
$29M377K0.00%Q2 202605
Pines Wealth Management, LLC
CIK 0002037426
$20M269K5.86%Q2 202606
RFP Financial Group LLC
CIK 0001956564
$20M262K8.87%Q2 202607
Pathway Financial Advisors LLC
CIK 0001738828
$16M207K1.82%Q2 202608
Coston, McIsaac & Partners
CIK 0001945037
$16M207K3.62%Q4 202509
TRUIST FINANCIAL CORP
CIK 0000092230
$15M202K0.02%Q2 202610
UBS Group AG
CIK 0001610520
$15M193K0.00%Q2 202611
Zhang Financial LLC
CIK 0001776290
$11M141K0.31%Q2 202612
Hikari Power Ltd
CIK 0001606152
$10M137K0.90%Q1 202613
ROYAL BANK OF CANADA
CIK 0001000275
$10M133K0.00%Q2 202614
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$8M107K1.85%Q2 202615
Farther Finance Advisors, LLC
CIK 0001992825
$8M103K0.06%Q2 202616
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M73K0.00%Q2 202617
GUYASUTA INVESTMENT ADVISORS INC
CIK 0000928568
$5M71K0.28%Q2 202618
Waverly Advisors, LLC
CIK 0001568787
$5M69K0.03%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M68K0.00%Q2 202620
Values First Advisors, Inc.
CIK 0001913608
$4M57K1.97%Q2 2026
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