Filing Research | VANGUARD INDEX FDS Institutional Holdings

Snapshot holdings

50 / 424 loaded

#		Instrument	quantity
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	1.2MSH	$241.7M
2	Orgel Wealth Management, LLC	Shares	961.9KSH	$190.1M
3	Rodgers & Associates, LTD	Shares	373.7KSH	$73.8M
4	Avior Wealth Management, LLC	Shares	335.8KSH	$66.3M
5	Everhart Financial Group, Inc.	Shares	320.0KSH	$63.2M
6	Berman McAleer LLC	Shares	304.7KSH	$60.2M
7	INSPIRION WEALTH ADVISORS, LLC	Shares	262.1KSH	$52.0M
8	Trust Co	Shares	260.5KSH	$51.5M
9	BENJAMIN EDWARDS INC	Shares	220.0KSH	$43.5M
10	Marotta Asset Management	Shares	216.0KSH	$42.8M
11	KWMG, LLC	Shares	214.7KSH	$42.4M
12	CARY STREET PARTNERS FINANCIAL LLC	Shares	184.0KSH	$31.7M
13	Diesslin Group, Inc.	Shares	155.6KSH	$30.7M
14	PRESILIUM PRIVATE WEALTH, LLC	Shares	153.5KSH	$30.3M
15	Mesirow Financial Investment Management, Inc.	Shares	149.7KSH	$29.6M
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	142.6KSH	$28.7M
17	DIVERSIFIED MANAGEMENT INC	Shares	145.0KSH	$28.6M
18	Grove Street Fiduciary, LLC	Shares	126.9KSH	$25.1M
19	Shakespeare Wealth Management, LLC	Shares	117.1KSH	$23.1M
20	ARVEST INVESTMENTS, INC.	Shares	114.9KSH	$22.7M
21	DAVENPORT & Co LLC	Shares	107.3KSH	$21.2M
22	Praetorian Wealth Management, Inc.	Shares	106.0KSH	$20.9M
23	SAGE FINANCIAL GROUP INC	Shares	103.5KSH	$20.4M
24	OLIO Financial Planning	Shares	102.6KSH	$20.3M
25	Ledyard National Bank	Shares	102.6KSH	$20.3M
26	Legacies Wealth LLC	Shares	95.2KSH	$18.8M
27	Compton Wealth Advisory Group, LLC	Shares	87.5KSH	$17.4M
28	Clayton Financial Group LLC	Shares	87.2KSH	$17.2M
29	FIRST HORIZON CORP	Shares	83.3KSH	$16.5M
30	SOA Wealth Advisors, LLC.	Shares	82.7KSH	$16.3M
31	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	76.2KSH	$15.1M
32	Eagle Strategies LLC	Shares	70.5KSH	$13.9M
33	RTD Financial Advisors, Inc.	Shares	69.9KSH	$13.8M
34	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	67.1KSH	$13.3M
35	LMCG INVESTMENTS, LLC	Shares	64.7KSH	$12.8M
36	IFP Advisors, Inc	Shares	64.6KSH	$12.8M
37	Apella Capital, LLC	Shares	63.2KSH	$12.7M
38	Gladwyn Financial Advisors, Inc.	Shares	61.5KSH	$12.1M
39	Sequoia Financial Advisors, LLC	Shares	61.0KSH	$12.0M
40	Scott Capital Advisors, LLC	Shares	56.0KSH	$11.1M
41	OLD NATIONAL BANCORP /IN/	Shares	53.2KSH	$10.5M
42	HARBOR INVESTMENT ADVISORY, LLC	Shares	51.3KSH	$10.1M
43	Alpha Omega Wealth Management LLC	Shares	50.3KSH	$9.9M
44	ETF Portfolio Partners, Inc.	Shares	49.0KSH	$9.7M
45	Copper Harbor Investment Advisors, LLC	Shares	48.9KSH	$9.7M
46	D.A. DAVIDSON & CO.	Shares	48.6KSH	$9.6M
47	Brickley Wealth Management	Shares	46.3KSH	$9.2M
48	Prosperity Planning, Inc.	Shares	46.0KSH	$9.1M
49	MassMutual Private Wealth & Trust, FSB	Shares	45.3KSH	$9.0M
50	Smallwood Wealth Investment Management, LLC	Shares	45.2KSH	$8.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 439 loaded

#		Instrument
1	Everhart Financial Group, Inc. added	Shares	+256.6K	+$51.5M	$63.2M
2	Orgel Wealth Management, LLC added	Shares	+62.8K	+$24.4M	$190.1M
3	STEPHENS GROUP ASSET MANAGEMENT, LLC added	Shares	+2.0K	+$16.7M	$241.7M
4	Diesslin Group, Inc. added	Shares	+30.7K	+$7.7M	$30.7M
5	Advisory Resource Group new	Shares	+32.9K	+$6.5M	$6.5M
6	J.W. COLE ADVISORS, INC. new	Shares	+32.3K	+$6.4M	$6.4M
7	DAVENPORT & Co LLC added	Shares	+20.0K	+$5.1M	$21.2M
8	BENJAMIN EDWARDS INC added	Shares	+11.0K	+$5.0M	$43.5M
9	Rodgers & Associates, LTD trimmed	Shares	-685	+$4.9M	$73.8M
10	KWMG, LLC added	Shares	+7.7K	+$4.3M	$42.4M
11	Berman McAleer LLC trimmed	Shares	-1.5K	+$3.8M	$60.2M
12	Trust Co trimmed	Shares	-482	+$3.4M	$51.5M
13	PRESILIUM PRIVATE WEALTH, LLC added	Shares	+6.6K	+$3.3M	$30.3M
14	INSPIRION WEALTH ADVISORS, LLC trimmed	Shares	-3.4K	+$3.0M	$52.0M
15	Marotta Asset Management trimmed	Shares	-1.4K	+$2.7M	$42.8M
16	Brookstone Capital Management added	Shares	+10.7K	+$2.3M	$5.1M
17	Mesirow Financial Investment Management, Inc. added	Shares	+1.8K	+$2.3M	$29.6M
18	ARVEST INVESTMENTS, INC. added	Shares	+4.0K	+$2.3M	$22.7M
19	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+9.1K	+$2.1M	$5.8M
20	CARY STREET PARTNERS FINANCIAL LLC trimmed	Shares	-374	+$2.1M	$31.7M
21	Legacies Wealth LLC added	Shares	+4.1K	+$2.0M	$18.8M
22	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5.4K	+$2.0M	$15.1M
23	OLIO Financial Planning added	Shares	+3.3K	+$2.0M	$20.3M
24	DIVERSIFIED MANAGEMENT INC trimmed	Shares	-1.0K	+$1.7M	$28.6M
25	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+8.0K	+$1.7M	$4.0M
26	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+3.7K	+$1.6M	$13.3M
27	SOA Wealth Advisors, LLC. added	Shares	+2.4K	+$1.5M	$16.3M
28	Clayton Financial Group LLC added	Shares	+1.5K	+$1.4M	$17.2M
29	IFP Advisors, Inc added	Shares	+2.8K	+$1.4M	$12.8M
30	FIRST HORIZON CORP added	Shares	+1.0K	+$1.3M	$16.5M
31	Grove Street Fiduciary, LLC trimmed	Shares	-2.2K	+$1.3M	$25.1M
32	SAGE FINANCIAL GROUP INC trimmed	Shares	-603	+$1.3M	$20.4M
33	Gladwyn Financial Advisors, Inc. added	Shares	+2.4K	+$1.3M	$12.1M
34	Eagle Strategies LLC added	Shares	+1.7K	+$1.3M	$13.9M
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-6.0K	+$1.2M	$28.7M
36	Ledyard National Bank trimmed	Shares	-1.1K	+$1.2M	$20.3M
37	Compton Wealth Advisory Group, LLC trimmed	Shares	-494	+$1.1M	$17.4M
38	Farther Finance Advisors, LLC added	Shares	+3.3K	+$1.0M	$6.7M
39	Accel Wealth Management added	Shares	+2.7K	+$1.0M	$7.8M
40	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+1.7K	+$990.9K	$10.1M
41	Praetorian Wealth Management, Inc. added	Shares	+941	+$974.0K	$20.9M
42	Sound Income Strategies, LLC added	Shares	+3.7K	+$937.1K	$3.8M
43	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+3.8K	+$883.6K	$2.9M
44	OLD NATIONAL BANCORP /IN/ added	Shares	+545	+$809.3K	$10.5M
45	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+2.6K	+$766.0K	$4.2M
46	Sequoia Financial Advisors, LLC trimmed	Shares	-322	+$752.6K	$12.0M
47	Smallwood Wealth Investment Management, LLC added	Shares	+723	+$734.7K	$8.9M
48	Alpha Omega Wealth Management LLC added	Shares	+140	+$695.2K	$9.9M
49	UNIQUE WEALTH, LLC new	Shares	+3.4K	+$662.8K	$662.8K
50	Spire Wealth Management added	Shares	+996	+$641.0K	$6.8M

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