As of the latest SEC filings, VANGUARD INDEX FUNDS (VO) is held by 47 institutional funds. The largest fund shareholder is JNL/Vanguard Growth ETF Allocation Fund (N/A), holding an estimated $173,074,483.40 in market value, representing 8.53% of its portfolio.
Funds holding VANGUARD INDEX FUNDS (VO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- VO
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
-
JNL/Vanguard Growth ETF Allocation Fund
|
ETF | Independent / Boutique | 8.53% | $173,074,483.40 | 602,669 | Mar 31, 2026 | May 28, 2026 |
|
MBXAX
Catalyst/Millburn Hedge Strategy Fund
|
MF | Independent / Boutique | 1.28% | $120,971,416.02 | 421,239 | Mar 31, 2026 | Jun 1, 2026 |
|
-
JNL/Vanguard Moderate Growth ETF Allocation Fund
|
ETF | Independent / Boutique | 5.97% | $57,200,799.58 | 199,181 | Mar 31, 2026 | May 28, 2026 |
|
-
JNL/Vanguard Moderate ETF Allocation Fund
|
ETF | Independent / Boutique | 3.95% | $21,973,003.34 | 76,513 | Mar 31, 2026 | May 28, 2026 |
|
MOEVX
NYLI Growth ETF Allocation Fund
|
MF | Independent / Boutique | 8.99% | $16,930,271.52 | 218,992 | Apr 30, 2026 | Jun 25, 2026 |
|
MWFQX
NYLI Equity ETF Allocation Fund
|
MF | Independent / Boutique | 8.68% | $13,451,012.28 | 173,988 | Apr 30, 2026 | Jun 25, 2026 |
|
MDAVX
NYLI Moderate ETF Allocation Fund
|
MF | Independent / Boutique | 6.23% | $12,902,111.28 | 166,888 | Apr 30, 2026 | Jun 25, 2026 |
|
FTLS
First Trust Long/Short Equity ETF
|
ETF | First Trust | 0.39% | $8,863,801.54 | 38,137 | Apr 30, 2026 | Jun 22, 2026 |
|
QVOY
Q3 ALL SEASON ACTIVE ROTATION ETF
|
ETF | Independent / Boutique | 12.72% | $6,987,810.50 | 30,395 | Feb 28, 2026 | Apr 27, 2026 |
|
-
AST Small-Cap Equity Portfolio
|
ETF | Independent / Boutique | 0.35% | $6,445,373.00 | 29,668 | Mar 31, 2026 | May 27, 2026 |
|
SPUSX
Symmetry Panoramic US Equity Fund
|
MF | Independent / Boutique | 1.41% | $5,953,490.40 | 25,896 | Feb 28, 2026 | Apr 29, 2026 |
|
XCHG
AB US Equity ETF
|
ETF | Independent / Boutique | 0.77% | $5,079,551.80 | 16,589 | Feb 28, 2026 | Apr 24, 2026 |
|
SPGEX
Symmetry Panoramic Global Equity Fund
|
MF | Independent / Boutique | 1.05% | $4,229,010.50 | 18,395 | Feb 28, 2026 | Apr 29, 2026 |
|
WLTG
WealthTrust DBS Long Term Growth ETF
|
ETF | Independent / Boutique | 4.95% | $3,763,450.80 | 48,680 | Apr 30, 2026 | Jun 29, 2026 |
|
-
AB Balanced Hedged Allocation Portfolio
|
ETF | Independent / Boutique | 1.88% | $2,742,569.00 | 9,550 | Mar 31, 2026 | May 14, 2026 |
|
PFSMX
PFG MFS Aggressive Growth Strategy Fund
|
MF | Independent / Boutique | 2.46% | $2,566,614.06 | 11,043 | Apr 30, 2026 | Jun 26, 2026 |
|
MNERX
NYLI Conservative ETF Allocation Fund
|
MF | Independent / Boutique | 3.42% | $2,106,233.64 | 27,244 | Apr 30, 2026 | Jun 25, 2026 |
|
UCMCX
Victory Cornerstone Moderately Conservative Fund
|
MF | Independent / Boutique | 0.99% | $1,932,999.20 | 8,408 | Feb 28, 2026 | Apr 24, 2026 |
|
SVUIX
NAA SMID CAP VALUE FUND
|
MF | Independent / Boutique | 0.59% | $1,674,997.50 | 7,710 | Mar 31, 2026 | May 19, 2026 |
|
SPGTX
Symmetry Panoramic Tax-Managed Global Equity Fund
|
MF | Independent / Boutique | 0.86% | $1,512,971.90 | 6,581 | Feb 28, 2026 | Apr 29, 2026 |
|
ABCS
Alpha Blue Capital US Small-Mid Cap Dynamic ETF
|
ETF | Independent / Boutique | 11.06% | $1,218,699.90 | 5,301 | Feb 27, 2026 | Apr 29, 2026 |
|
TRCFX
Popular Total Return Fund Inc.
|
MF | Independent / Boutique | 1.78% | $1,209,889.34 | 4,213 | Mar 31, 2026 | May 15, 2026 |
|
-
NAA SMID-CAP VALUE SERIES
|
ETF | Independent / Boutique | 0.79% | $1,011,298.75 | 4,655 | Mar 31, 2026 | May 21, 2026 |
|
MHELX
MH Elite Small Cap Fund of Funds
|
MF | Independent / Boutique | 6.40% | $804,892.06 | 8,626 | Mar 31, 2026 | May 26, 2026 |
|
-
NYLIM VP Hedge Multi-Strategy Portfolio
|
ETF | Independent / Boutique | 0.35% | $688,657.64 | 2,398 | Mar 31, 2026 | May 26, 2026 |
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