Filing Research | VANGUARD EXTENDED MARKET ETF Institutional Holdings

Snapshot holdings

50 / 366 loaded

#		Instrument	quantity
1	Gleason Group, Inc.	Shares	645.0KSH	$158.8M
2	Diversified Trust Co	Shares	514.9KSH	$126.8M
3	Tenon Financial LLC	Shares	273.5KSH	$67.3M
4	ACT WEALTH MANAGEMENT, LLC	Shares	212.6KSH	$52.4M
5	Blue Trust, Inc.	Shares	210.4KSH	$51.8M
6	HCR Wealth Advisors	Shares	192.9KSH	$47.5M
7	MOODY NATIONAL BANK TRUST DIVISION	Shares	166.4KSH	$41.0M
8	Legacy Private Trust Co.	Shares	163.4KSH	$40.2M
9	FC Advisory LLC	Shares	134.2KSH	$33.1M
10	Investment Planning Advisors, Inc.	Shares	125.8KSH	$31.0M
11	CYPRESS FINANCIAL PLANNING LLC	Shares	120.7KSH	$29.7M
12	FIRST HAWAIIAN BANK	Shares	113.1KSH	$27.9M
13	Winthrop Advisory Group LLC	Shares	105.2KSH	$25.9M
14	Fairway Wealth LLC	Shares	94.7KSH	$23.3M
15	Envestnet Portfolio Solutions, Inc.	Shares	84.7KSH	$20.8M
16	J.W. COLE ADVISORS, INC.	Shares	82.8KSH	$20.4M
17	SENTINEL PENSION ADVISORS, LLC	Shares	84.5KSH	$20.1M
18	Procyon Advisors, LLC	Shares	77.0KSH	$19.0M
19	Applied Capital LLC	Shares	74.4KSH	$18.3M
20	Affiance Financial, LLC	Shares	70.0KSH	$17.2M
21	BRIGHTON SECURITIES CORP.	Shares	69.8KSH	$17.2M
22	Asio Capital, LLC	Shares	67.2KSH	$16.5M
23	West Financial Advisors, LLC	Shares	63.6KSH	$15.7M
24	D.A. DAVIDSON & CO.	Shares	62.8KSH	$15.4M
25	Great Diamond Partners, LLC	Shares	61.7KSH	$15.2M
26	Segment Wealth Management, LLC	Shares	61.2KSH	$15.1M
27	Ballentine Partners, LLC	Shares	60.1KSH	$14.8M
28	Aurdan Capital Management, LLC	Shares	49.4KSH	$12.2M
29	Plancorp, LLC	Shares	49.5KSH	$11.8M
30	Churchill Financial Advisors, LLC	Shares	43.8KSH	$10.8M
31	LAM GROUP, INC.	Shares	42.9KSH	$10.6M
32	SMI Advisory Services, LLC	Shares	42.4KSH	$10.4M
33	Trevian Wealth Management LLC	Shares	38.2KSH	$9.4M
34	VSM Wealth Advisory, LLC	Shares	37.6KSH	$9.2M
35	Boston Standard Wealth Management, LLC	Shares	36.4KSH	$9.0M
36	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	37.0KSH	$8.9M
37	Wedmont Private Capital	Shares	34.0KSH	$8.2M
38	JFS WEALTH ADVISORS, LLC	Shares	29.3KSH	$7.2M
39	Merit Financial Group, LLC	Shares	29.2KSH	$7.2M
40	IFP Advisors, Inc	Shares	29.1KSH	$7.2M
41	Echo45 Advisors LLC	Shares	28.4KSH	$7.0M
42	Charis Legacy Partners, LLC	Shares	27.4KSH	$6.7M
43	Safir Wealth Advisors, LLC	Shares	27.1KSH	$6.7M
44	BFSG, LLC	Shares	26.5KSH	$6.5M
45	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	26.5KSH	$6.5M
46	Farther Finance Advisors, LLC	Shares	26.3KSH	$6.5M
47	Security National Bank	Shares	26.2KSH	$6.4M
48	FULTON BANK, N.A.	Shares	26.0KSH	$6.4M
49	SigFig Wealth Management, LLC	Shares	24.6KSH	$6.0M
50	Fragasso Financial Advisors Inc	Shares	23.7KSH	$5.8M

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

50 / 374 loaded

#		Instrument
1	Gleason Group, Inc. added	Shares	+10.8K	+$28.3M	$158.8M
2	Diversified Trust Co added	Shares	+8.8K	+$22.6M	$126.8M
3	J.W. COLE ADVISORS, INC. new	Shares	+82.8K	+$20.4M	$20.4M
4	Tenon Financial LLC added	Shares	+22.3K	+$15.6M	$67.3M
5	ACT WEALTH MANAGEMENT, LLC added	Shares	+10.0K	+$10.6M	$52.4M
6	HCR Wealth Advisors added	Shares	+11.1K	+$10.1M	$47.5M
7	MOODY NATIONAL BANK TRUST DIVISION added	Shares	+1.4K	+$7.0M	$41.0M
8	Blue Trust, Inc. trimmed	Shares	-10.0K	+$6.4M	$51.8M
9	Investment Planning Advisors, Inc. added	Shares	+6.4K	+$6.4M	$31.0M
10	Winthrop Advisory Group LLC added	Shares	+6.8K	+$5.6M	$25.9M
11	Legacy Private Trust Co. trimmed	Shares	-5.1K	+$5.6M	$40.2M
12	CYPRESS FINANCIAL PLANNING LLC added	Shares	+3.1K	+$5.5M	$29.7M
13	FC Advisory LLC trimmed	Shares	-678	+$5.3M	$33.1M
14	FIRST HAWAIIAN BANK added	Shares	+1.3K	+$4.8M	$27.9M
15	FULTON BANK, N.A. added	Shares	+17.3K	+$4.6M	$6.4M
16	Fairway Wealth LLC added	Shares	+1.3K	+$4.1M	$23.3M
17	Applied Capital LLC added	Shares	+4.7K	+$4.0M	$18.3M
18	Procyon Advisors, LLC added	Shares	+3.6K	+$3.9M	$19.0M
19	SENTINEL PENSION ADVISORS, LLC added	Shares	+4.5K	+$3.7M	$20.1M
20	Churchill Financial Advisors, LLC added	Shares	+8.1K	+$3.4M	$10.8M
21	Envestnet Portfolio Solutions, Inc. trimmed	Shares	-269	+$3.4M	$20.8M
22	BRIGHTON SECURITIES CORP. added	Shares	+1.5K	+$3.1M	$17.2M
23	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+9.1K	+$3.1M	$8.9M
24	Affiance Financial, LLC trimmed	Shares	-709	+$2.7M	$17.2M
25	Segment Wealth Management, LLC added	Shares	+712	+$2.6M	$15.1M
26	Trevian Wealth Management LLC added	Shares	+5.2K	+$2.6M	$9.4M
27	Great Diamond Partners, LLC added	Shares	+194	+$2.5M	$15.2M
28	West Financial Advisors, LLC trimmed	Shares	-412	+$2.5M	$15.7M
29	Ballentine Partners, LLC trimmed	Shares	-330	+$2.4M	$14.8M
30	D.A. DAVIDSON & CO. trimmed	Shares	-1.3K	+$2.3M	$15.4M
31	Farther Finance Advisors, LLC added	Shares	+4.9K	+$2.0M	$6.5M
32	Plancorp, LLC added	Shares	+3.3K	+$1.9M	$11.8M
33	LAM GROUP, INC. trimmed	Shares	-5	+$1.7M	$10.6M
34	Asio Capital, LLC trimmed	Shares	-5.2K	+$1.6M	$16.5M
35	B. Riley Wealth Advisors, Inc. added	Shares	+5.6K	+$1.6M	$2.9M
36	IFP Advisors, Inc added	Shares	+1.6K	+$1.5M	$7.2M
37	PARK NATIONAL CORP /OH/ added	Shares	+4.7K	+$1.5M	$3.1M
38	SMI Advisory Services, LLC trimmed	Shares	-237	+$1.5M	$10.4M
39	VSM Wealth Advisory, LLC trimmed	Shares	-743	+$1.4M	$9.2M
40	Boston Standard Wealth Management, LLC trimmed	Shares	-361	+$1.3M	$9.0M
41	JFS WEALTH ADVISORS, LLC added	Shares	+625	+$1.3M	$7.2M
42	Fortis Group Advisors, LLC new	Shares	+5.1K	+$1.3M	$1.3M
43	Charis Legacy Partners, LLC added	Shares	+693	+$1.2M	$6.7M
44	BFSG, LLC added	Shares	+568	+$1.2M	$6.5M
45	Safir Wealth Advisors, LLC added	Shares	+290	+$1.2M	$6.7M
46	Wedmont Private Capital added	Shares	+1.0K	+$1.1M	$8.2M
47	Echo45 Advisors LLC trimmed	Shares	-222	+$1.1M	$7.0M
48	BCS Wealth Management added	Shares	+1.4K	+$1.1M	$4.9M
49	Professional Financial Advisors, LLC added	Shares	+2.9K	+$1.1M	$2.8M
50	Joule Financial, LLC new	Shares	+4.2K	+$1.0M	$1.0M

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