Filing Research | VANGUARD U.S Institutional Holdings

Snapshot holdings

50 / 53 loaded

#		Instrument	quantity
1	DAVIDSON INVESTMENT ADVISORS	Shares	156.3KSH	$39.0M
2	ANDERSON HOAGLAND & CO	Shares	109.9KSH	$27.4M
3	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	104.0KSH	$26.0M
4	Systelligence, LLC	Shares	93.5KSH	$23.3M
5	Financial Partners Group, Inc	Shares	53.3KSH	$13.3M
6	Armbruster Capital Management, Inc.	Shares	47.5KSH	$11.9M
7	BUILDER INVESTMENT GROUP INC /ADV	Shares	33.7KSH	$8.4M
8	Hobart Private Capital, LLC	Shares	32.3KSH	$8.1M
9	LINCOLN CAPITAL CORP	Shares	26.6KSH	$6.6M
10	Merit Financial Group, LLC	Shares	21.0KSH	$5.2M
11	Wilkins Miller Wealth Management, LLC	Shares	14.8KSH	$3.7M
12	Fortis Group Advisors, LLC	Shares	14.7KSH	$3.7M
13	Redhawk Wealth Advisors, Inc.	Shares	12.9KSH	$3.2M
14	Nova R Wealth, Inc.	Shares	11.9KSH	$3.0M
15	Farther Finance Advisors, LLC	Shares	11.1KSH	$2.8M
16	Archford Capital Strategies, LLC	Shares	10.4KSH	$2.6M
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	9.8KSH	$2.4M
18	Aspect Partners, LLC	Shares	9.3KSH	$2.3M
19	IAM Advisory, LLC	Shares	7.9KSH	$2.0M
20	PFG Advisors	Shares	7.7KSH	$1.9M
21	Nova Wealth Management, Inc.	Shares	7.2KSH	$1.8M
22	BENJAMIN EDWARDS INC	Shares	6.4KSH	$1.6M
23	Apollon Wealth Management, LLC	Shares	4.7KSH	$1.2M
24	IFP Advisors, Inc	Shares	3.6KSH	$905.7K
25	Wealthcare Advisory Partners LLC	Shares	3.5KSH	$875.5K
26	Harbor Asset Planning, Inc.	Shares	3.5KSH	$862.0K
27	Breakwater Capital Group	Shares	3.1KSH	$776.5K
28	LAZARI CAPITAL MANAGEMENT, INC.	Shares	3.1KSH	$769.4K
29	PARTNERS WEALTH MANAGEMENT, LLC	Shares	2.4KSH	$607.5K
30	D.A. DAVIDSON & CO.	Shares	2.2KSH	$539.9K
31	AdvisorNet Financial, Inc	Shares	1.8KSH	$446.4K
32	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	1.7KSH	$423.5K
33	ORSER CAPITAL MANAGEMENT, LLC	Shares	1.7KSH	$414.4K
34	Foster Group, Inc.	Shares	1.5KSH	$386.0K
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.5KSH	$353.3K
36	Stonehearth Capital Management, LLC	Shares	1.4KSH	$347.8K
37	Prospera Financial Services Inc	Shares	1.3KSH	$333.6K
38	J.W. COLE ADVISORS, INC.	Shares	1.1KSH	$275.9K
39	MELFA WEALTH MANAGEMENT, INC.	Shares	1.0KSH	$253.7K
40	Fulcrum Equity Management	Shares	980SH	$244.5K
41	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	927SH	$231.3K
42	Brookwood Investment Group LLC	Shares	850SH	$212.0K
43	Meredith Wealth Planning	Shares	845SH	$210.7K
44	City State Bank	Shares	765SH	$190.9K
45	Versant Capital Management, Inc	Shares	141SH	$35.2K
46	BARRETT & COMPANY, INC.	Shares	125SH	$31.2K
47	SALEM INVESTMENT COUNSELORS INC	Shares	56SH	$14.0K
48	Spire Wealth Management	Shares	42SH	$10.5K
49	Central Pacific Bank - Trust Division	Shares	39SH	$9.7K
50	GHP Investment Advisors, Inc.	Shares	9SH	$2.2K

Scroll to load more

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

50 / 56 loaded

#		Instrument
1	DAVIDSON INVESTMENT ADVISORS added	Shares	+2.8K	+$8.8M	$39.0M
2	BUILDER INVESTMENT GROUP INC /ADV added	Shares	+21.8K	+$6.1M	$8.4M
3	ANDERSON HOAGLAND & CO trimmed	Shares	-4.4K	+$4.9M	$27.4M
4	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-5.2K	+$4.4M	$26.0M
5	Fortis Group Advisors, LLC new	Shares	+14.7K	+$3.7M	$3.7M
6	Systelligence, LLC trimmed	Shares	-9.6K	+$3.0M	$23.3M
7	Financial Partners Group, Inc added	Shares	+540	+$2.9M	$13.3M
8	Armbruster Capital Management, Inc. trimmed	Shares	-2.1K	+$2.1M	$11.9M
9	Hobart Private Capital, LLC added	Shares	+292	+$1.8M	$8.1M
10	LINCOLN CAPITAL CORP added	Shares	+860	+$1.6M	$6.6M
11	BENJAMIN EDWARDS INC added	Shares	+2.8K	+$887.4K	$1.6M
12	Wilkins Miller Wealth Management, LLC added	Shares	+558	+$885.5K	$3.7M
13	IFP Advisors, Inc added	Shares	+3.5K	+$885.0K	$905.7K
14	Archford Capital Strategies, LLC added	Shares	+1.2K	+$783.0K	$2.6M
15	Nova R Wealth, Inc. trimmed	Shares	-117	+$601.6K	$3.0M
16	PFG Advisors added	Shares	+747	+$549.8K	$1.9M
17	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+435	+$504.9K	$2.4M
18	ORSER CAPITAL MANAGEMENT, LLC new	Shares	+1.7K	+$414.4K	$414.4K
19	Aspect Partners, LLC trimmed	Shares	-492	+$392.1K	$2.3M
20	Harbor Asset Planning, Inc. added	Shares	+1.0K	+$385.9K	$862.0K
21	IAM Advisory, LLC trimmed	Shares	-192	+$377.5K	$2.0M
22	Apollon Wealth Management, LLC added	Shares	+535	+$351.5K	$1.2M
23	J.W. COLE ADVISORS, INC. new	Shares	+1.1K	+$275.9K	$275.9K
24	Nova Wealth Management, Inc. trimmed	Shares	-546	+$268.3K	$1.8M
25	Fulcrum Equity Management new	Shares	+980	+$244.5K	$244.5K
26	NATIONS FINANCIAL GROUP INC, /IA/ /ADV new	Shares	+927	+$231.3K	$231.3K
27	Brookwood Investment Group LLC new	Shares	+850	+$212.0K	$212.0K
28	Meredith Wealth Planning new	Shares	+845	+$210.7K	$210.7K
29	Wealthcare Advisory Partners LLC trimmed	Shares	-108	+$162.6K	$875.5K
30	LAZARI CAPITAL MANAGEMENT, INC. added	Shares	+1	+$161.6K	$769.4K
31	PARTNERS WEALTH MANAGEMENT, LLC trimmed	Shares	-3	+$126.9K	$607.5K
32	AdvisorNet Financial, Inc added	Shares	+125	+$118.4K	$446.4K
33	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+137	+$116.0K	$423.5K
34	D.A. DAVIDSON & CO. unchanged	Shares	0	+$113.4K	$539.9K
35	Prospera Financial Services Inc added	Shares	+111	+$92.2K	$333.6K
36	Foster Group, Inc. trimmed	Shares	-1	+$80.8K	$386.0K
37	City State Bank added	Shares	+165	+$72.6K	$190.9K
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6	+$54.3K	$353.3K
39	Stonehearth Capital Management, LLC trimmed	Shares	-165	+$40.5K	$347.8K
40	Breakwater Capital Group trimmed	Shares	-638	+$37.4K	$776.5K
41	MELFA WEALTH MANAGEMENT, INC. trimmed	Shares	-161	+$21.6K	$253.7K
42	Merit Financial Group, LLC trimmed	Shares	-5.5K	+$8.8K	$5.2M
43	Versant Capital Management, Inc unchanged	Shares	0	+$7.4K	$35.2K
44	BARRETT & COMPANY, INC. unchanged	Shares	0	+$6.6K	$31.2K
45	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$2.9K	$14.0K
46	Spire Wealth Management unchanged	Shares	0	+$2.2K	$10.5K
47	Central Pacific Bank - Trust Division unchanged	Shares	0	+$2.0K	$9.7K
48	HHM Wealth Advisors, LLC new	Shares	+5	+$1.2K	$1.2K
49	GHP Investment Advisors, Inc. unchanged	Shares	0	+$472	$2.2K
50	Essential Investment Partners LLC unchanged	Shares	0	+$314	$1.5K

Scroll to load more