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

VANGUARD INSTL INDEX FD

105 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 922040852·105 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$368M
visible holders
Holders
105
filers reporting
Concentration
13.63%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

105 institutions reported VGUS in Q2 2026. LPL Financial LLC leads at 13.6% 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
AWM CAPITAL, LLC
CIK 0001806820
$28M368K1.96%Q3 202606
Pines Wealth Management, LLC
CIK 0002037426
$22M288K6.18%Q3 202607
RFP Financial Group LLC
CIK 0001956564
$20M262K8.87%Q2 202608
Pathway Financial Advisors LLC
CIK 0001738828
$17M227K1.89%Q3 202609
Coston, McIsaac & Partners
CIK 0001945037
$16M207K3.62%Q4 202510
TRUIST FINANCIAL CORP
CIK 0000092230
$15M202K0.02%Q2 202611
UBS Group AG
CIK 0001610520
$15M193K0.00%Q2 202612
HB Wealth Management, LLC
CIK 0001911253
$11M147K0.06%Q3 202613
Zhang Financial LLC
CIK 0001776290
$11M141K0.31%Q2 202614
Hikari Power Ltd
CIK 0001606152
$10M137K0.90%Q1 202615
ROYAL BANK OF CANADA
CIK 0001000275
$10M133K0.00%Q2 202616
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$8M107K1.85%Q2 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$5M73K0.00%Q2 202618
Waverly Advisors, LLC
CIK 0001568787
$5M69K0.03%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M68K0.00%Q2 202620
Capital Investment Services of America, Inc.
CIK 0000811360
$4M56K0.41%Q2 2026
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