Filing Research | VANGUARD ADMIRAL FDS INC Institutional Holdings

Snapshot holdings

50 / 125 loaded

#		Instrument	quantity
1	Shakespeare Wealth Management, LLC	Shares	348.5KSH	$76.4M
2	Stordahl Capital Management, Inc.	Shares	249.7KSH	$54.7M
3	PETREDIS INVESTMENT ADVISORS LLC	Shares	120.5KSH	$26.4M
4	Mesirow Financial Investment Management, Inc.	Shares	85.3KSH	$18.7M
5	Graves Light Lenhart Wealth, Inc.	Shares	79.0KSH	$17.3M
6	Merit Financial Group, LLC	Shares	77.0KSH	$16.9M
7	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Shares	51.7KSH	$11.3M
8	Relyea Zuckerberg Hanson LLC	Shares	49.9KSH	$10.9M
9	Composition Wealth, LLC	Shares	46.2KSH	$10.1M
10	EHRLICH FINANCIAL GROUP	Shares	45.8KSH	$10.0M
11	First Bank & Trust	Shares	45.8KSH	$10.0M
12	CARY STREET PARTNERS FINANCIAL LLC	Shares	44.6KSH	$9.8M
13	Blue Trust, Inc.	Shares	41.8KSH	$9.2M
14	Ramiah Investment Group	Shares	27.8KSH	$6.1M
15	Hoxton Planning & Management, LLC	Shares	26.8KSH	$5.9M
16	Delta Wealth Advisors LLC	Shares	22.8KSH	$5.0M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	19.9KSH	$4.4M
18	Midwest Financial Network, LLC	Shares	19.9KSH	$4.4M
19	Farther Finance Advisors, LLC	Shares	19.3KSH	$4.2M
20	IAMS WEALTH MANAGEMENT, LLC	Shares	17.1KSH	$3.7M
21	FLAGSHIP HARBOR ADVISORS, LLC	Shares	16.3KSH	$3.6M
22	ENCOMPASS WEALTH ADVISORS, LLC	Shares	15.6KSH	$3.4M
23	Constellation Investments, Inc.	Shares	14.0KSH	$3.1M
24	FIFTH THIRD SECURITIES, INC.	Shares	13.3KSH	$2.9M
25	Prospera Financial Services Inc	Shares	12.3KSH	$2.7M
26	TITLEIST ASSET MANAGEMENT, LLC	Shares	11.7KSH	$2.6M
27	J.W. COLE ADVISORS, INC.	Shares	11.3KSH	$2.5M
28	Arlington Trust Co LLC	Shares	10.4KSH	$2.3M
29	JOHNSON INVESTMENT COUNSEL INC	Shares	9.4KSH	$2.1M
30	Avior Wealth Management, LLC	Shares	9.3KSH	$2.0M
31	Innova Wealth Partners	Shares	8.9KSH	$1.9M
32	Brookstone Capital Management	Shares	7.9KSH	$1.7M
33	CoreCap Advisors, LLC	Shares	7.7KSH	$1.7M
34	Apollon Financial, LLC	Shares	7.2KSH	$1.6M
35	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.6KSH	$1.4M
36	Intrua Financial, LLC	Shares	6.5KSH	$1.4M
37	Apeiron RIA LLC	Shares	6.2KSH	$1.4M
38	Gemmer Asset Management LLC	Shares	6.1KSH	$1.3M
39	KWB Wealth	Shares	5.5KSH	$1.2M
40	Capital Advisors Wealth Management, LLC	Shares	5.4KSH	$1.2M
41	Security Financial Services, INC.	Shares	5.3KSH	$1.2M
42	D.A. DAVIDSON & CO.	Shares	4.9KSH	$1.1M
43	Beaird Harris Wealth Management, LLC	Shares	4.7KSH	$1.0M
44	Santori & Peters, Inc.	Shares	4.7KSH	$1.0M
45	Capital Asset Managemnet, LLC	Shares	4.6KSH	$1.0M
46	Beaumont Asset Management, L.L.C.	Shares	4.5KSH	$985.3K
47	INDEPENDENT FINANCIAL GROUP, LLC	Shares	4.4KSH	$967.4K
48	Wedmont Private Capital	Shares	4.3KSH	$961.4K
49	NAPLES GLOBAL ADVISORS, LLC	Shares	4.2KSH	$931.0K
50	LVW Advisors, LLC	Shares	4.2KSH	$928.6K

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

50 / 126 loaded

#		Instrument
1	Shakespeare Wealth Management, LLC added	Shares	+66.6K	+$18.9M	$76.4M
2	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added	Shares	+31.0K	+$7.1M	$11.3M
3	Stordahl Capital Management, Inc. added	Shares	+4.3K	+$4.7M	$54.7M
4	Graves Light Lenhart Wealth, Inc. added	Shares	+8.7K	+$3.0M	$17.3M
5	J.W. COLE ADVISORS, INC. new	Shares	+11.3K	+$2.5M	$2.5M
6	EHRLICH FINANCIAL GROUP added	Shares	+7.1K	+$2.2M	$10.0M
7	Mesirow Financial Investment Management, Inc. added	Shares	+1.7K	+$1.7M	$18.7M
8	PETREDIS INVESTMENT ADVISORS LLC trimmed	Shares	-1.9K	+$1.5M	$26.4M
9	Hoxton Planning & Management, LLC added	Shares	+3.8K	+$1.2M	$5.9M
10	Merit Financial Group, LLC trimmed	Shares	-67	+$1.2M	$16.9M
11	IAMS WEALTH MANAGEMENT, LLC added	Shares	+4.4K	+$1.2M	$3.7M
12	LVW Advisors, LLC new	Shares	+4.2K	+$928.6K	$928.6K
13	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+830	+$856.4K	$9.8M
14	Ramiah Investment Group added	Shares	+1.9K	+$806.2K	$6.1M
15	Blue Trust, Inc. added	Shares	+430	+$732.4K	$9.2M
16	Relyea Zuckerberg Hanson LLC trimmed	Shares	-278	+$713.0K	$10.9M
17	First Bank & Trust unchanged	Shares	0	+$705.6K	$10.0M
18	Innova Wealth Partners added	Shares	+2.6K	+$672.9K	$1.9M
19	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+2.0K	+$586.9K	$2.6M
20	Composition Wealth, LLC trimmed	Shares	-788	+$551.4K	$10.1M
21	Apollon Wealth Management, LLC new	Shares	+2.3K	+$511.5K	$511.5K
22	Delta Wealth Advisors LLC added	Shares	+364	+$426.5K	$5.0M
23	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+438	+$340.0K	$3.6M
24	SCHNIEDERS CAPITAL MANAGEMENT, LLC. new	Shares	+1.3K	+$295.7K	$295.7K
25	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+1.3K	+$286.5K	$286.5K
26	Farther Finance Advisors, LLC trimmed	Shares	-215	+$246.4K	$4.2M
27	FIFTH THIRD SECURITIES, INC. added	Shares	+197	+$244.7K	$2.9M
28	CoreCap Advisors, LLC added	Shares	+596	+$239.8K	$1.7M
29	ENCOMPASS WEALTH ADVISORS, LLC trimmed	Shares	-72	+$225.6K	$3.4M
30	Alpha Omega Wealth Management LLC new	Shares	+1.0K	+$221.2K	$221.2K
31	Constellation Investments, Inc. unchanged	Shares	0	+$215.9K	$3.1M
32	Apollon Financial, LLC added	Shares	+453	+$202.7K	$1.6M
33	Avior Wealth Management, LLC trimmed	Shares	-126	+$117.1K	$2.0M
34	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$101.6K	$1.4M
35	Rodgers & Associates, LTD added	Shares	+282	+$101.1K	$619.9K
36	Gemmer Asset Management LLC unchanged	Shares	0	+$94.3K	$1.3M
37	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+111	+$90.7K	$967.4K
38	Sequoia Financial Advisors, LLC added	Shares	+293	+$89.5K	$423.7K
39	Capital Advisors Wealth Management, LLC added	Shares	+23	+$88.5K	$1.2M
40	D.A. DAVIDSON & CO. unchanged	Shares	0	+$75.9K	$1.1M
41	Santori & Peters, Inc. unchanged	Shares	0	+$72.4K	$1.0M
42	Apeiron RIA LLC trimmed	Shares	-118	+$71.4K	$1.4M
43	GILPIN WEALTH MANAGEMENT, LLC new	Shares	+300	+$65.8K	$65.8K
44	NAPLES GLOBAL ADVISORS, LLC unchanged	Shares	0	+$65.5K	$931.0K
45	Shulman DeMeo Asset Management LLC added	Shares	+126	+$65.3K	$564.2K
46	Sherman Wealth Management LLC added	Shares	+15	+$64.8K	$876.8K
47	Arbor Investment Advisors, LLC added	Shares	+9	+$62.5K	$862.8K
48	KWB Wealth trimmed	Shares	-94	+$60.4K	$1.2M
49	Northwest Wealth Advisors, LLC trimmed	Shares	-22	+$59.8K	$914.4K
50	Wedmont Private Capital trimmed	Shares	-9	+$57.2K	$961.4K

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