13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
VGUS

VANGUARD INSTL INDEX FD

87 institutions still hold VANGUARD INSTL INDEX FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922040852·87 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.1%
vs prior quarter
13F value held
$255M
51.0% inst. owned
of float
Holders
87
+48 QoQ
filers reporting
Activity
+32 / −7
+886 added · −864 reduced
this quarter
Concentration
25.00%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

87 institutions reported VGUS in Q1 2026. LPL Financial LLC leads at 25.0% of the visible book. +48 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$64M844K0.02%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$36M482K0.00%Q1 202603
RFP Financial Group LLC
CIK 0001956564
$21M280K11.53%Q1 202604
MORGAN STANLEY
CIK 0000895421
$19M256K0.00%Q1 202605
Pathway Financial Advisors LLC
CIK 0001738828
$19M256K2.39%Q1 202606
Pines Wealth Management, LLC
CIK 0002037426
$13M174K4.26%Q1 202607
UBS Group AG
CIK 0001610520
$12M154K0.00%Q1 202608
TRUIST FINANCIAL CORP
CIK 0000092230
$10M139K0.01%Q1 202609
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$10M131K2.38%Q1 202610
Farther Finance Advisors, LLC
CIK 0001992825
$8M111K0.08%Q1 202611
ROYAL BANK OF CANADA
CIK 0001000275
$8M110K0.00%Q1 202612
GUYASUTA INVESTMENT ADVISORS INC
CIK 0000928568
$6M78K0.34%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M73K0.00%Q1 202614
Waverly Advisors, LLC
CIK 0001568787
$4M53K0.03%Q1 202615
Capital Investment Services of America, Inc.
CIK 0000811360
$4M52K0.41%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M50K0.00%Q1 202617
Keystone Wealth Services, LLC
CIK 0001866189
$4M47K0.75%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M34K0.00%Q1 202619
North Capital, Inc.
CIK 0002065938
$2M28K1.80%Q1 202620
Steele Capital Management, Inc.
CIK 0001646695
$2M26K0.08%Q1 2026
Page 1 of 5
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