Filing Research | VANGUARD WHITEHALL FDS Institutional Holdings

Snapshot holdings

50 / 130 loaded

#		Instrument	quantity
1	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	893.4KSH	$60.1M
2	Keudell/Morrison Wealth Management	Shares	375.2KSH	$25.2M
3	Trust Co	Shares	280.7KSH	$18.9M
4	Columbus Macro, LLC	Shares	275.9KSH	$18.5M
5	Marotta Asset Management	Shares	263.1KSH	$17.6M
6	Union Bancaire Privee, UBP SA	Shares	229.4KSH	$15.4M
7	Mirae Asset Global Investments Co., Ltd.	Shares	224.0KSH	$15.1M
8	Merit Financial Group, LLC	Shares	215.9KSH	$14.5M
9	Marion Wealth Management	Shares	205.1KSH	$13.8M
10	BENJAMIN EDWARDS INC	Shares	179.2KSH	$12.0M
11	Avior Wealth Management, LLC	Shares	164.5KSH	$11.1M
12	AllGen Financial Advisors, Inc.	Shares	140.4KSH	$9.4M
13	City State Bank	Shares	139.9KSH	$9.4M
14	GP Brinson Investments LLC	Shares	136.6KSH	$9.2M
15	Stablepoint Partners, LLC	Shares	132.1KSH	$8.9M
16	Robinswood Financial LLC	Shares	117.6KSH	$7.9M
17	Nilsine Partners, LLC	Shares	90.3KSH	$6.1M
18	MRA Advisory Group	Shares	86.9KSH	$5.8M
19	BROWN WEALTH MANAGEMENT, LLC	Shares	85.3KSH	$5.7M
20	Royal Fund Management, LLC	Shares	79.5KSH	$5.3M
21	IAMS WEALTH MANAGEMENT, LLC	Shares	59.4KSH	$4.0M
22	NAPLES GLOBAL ADVISORS, LLC	Shares	58.3KSH	$3.9M
23	RAINEY & RANDALL WEALTH ADVISORS INC.	Shares	55.8KSH	$3.8M
24	Factor Wealth Management LTD	Shares	54.3KSH	$3.6M
25	Echo45 Advisors LLC	Shares	54.2KSH	$3.6M
26	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	52.4KSH	$3.5M
27	First Heartland Consultants, Inc.	Shares	51.1KSH	$3.4M
28	HORIZON FINANCIAL SERVICES, LLC	Shares	49.6KSH	$3.3M
29	Dynamic Advisor Solutions LLC	Shares	49.2KSH	$3.3M
30	MISSION WEALTH MANAGEMENT, LP	Shares	46.5KSH	$3.1M
31	CENTRAL BANK & TRUST CO	Shares	44.5KSH	$3.0M
32	Apella Capital, LLC	Shares	44.6KSH	$3.0M
33	Aprio Wealth Management, LLC	Shares	43.5KSH	$2.9M
34	Gladwyn Financial Advisors, Inc.	Shares	39.4KSH	$2.6M
35	NWAM LLC	Shares	37.1KSH	$2.5M
36	Connecticut Capital Management Group, LLC	Shares	35.9KSH	$2.4M
37	Onyx Bridge Wealth Group LLC	Shares	34.1KSH	$2.3M
38	BRIGHTON SECURITIES CORP.	Shares	33.3KSH	$2.2M
39	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	32.6KSH	$2.2M
40	Shore Point Advisors, LLC	Shares	34.7KSH	$2.1M
41	SBI Securities Co., Ltd.	Shares	30.8KSH	$2.1M
42	K2 Financial Inc.	Shares	30.2KSH	$2.0M
43	Yorktown Management & Research Co Inc	Shares	30.0KSH	$2.0M
44	Veery Capital, LLC	Shares	28.6KSH	$1.9M
45	Pacific Excel Wealth Advisors, Inc.	Shares	27.6KSH	$1.9M
46	Traub Capital Management LLC	Shares	25.3KSH	$1.7M
47	Rinkey Investments	Shares	22.3KSH	$1.5M
48	TITLEIST ASSET MANAGEMENT, LLC	Shares	22.0KSH	$1.5M
49	CARY STREET PARTNERS FINANCIAL LLC	Shares	21.2KSH	$1.4M
50	Farther Finance Advisors, LLC	Shares	19.5KSH	$1.3M

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

50 / 142 loaded

#		Instrument
1	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+252.6K	+$18.0M	$60.1M
2	AllGen Financial Advisors, Inc. new	Shares	+140.4K	+$9.4M	$9.4M
3	Union Bancaire Privee, UBP SA added	Shares	+77.4K	+$5.6M	$15.4M
4	Aprio Wealth Management, LLC added	Shares	+38.5K	+$2.6M	$2.9M
5	Merit Financial Group, LLC added	Shares	+32.2K	+$2.5M	$14.5M
6	Pacific Excel Wealth Advisors, Inc. new	Shares	+27.6K	+$1.9M	$1.9M
7	Mirae Asset Global Investments Co., Ltd. added	Shares	+23.0K	+$1.9M	$15.1M
8	Marotta Asset Management added	Shares	+16.6K	+$1.4M	$17.6M
9	Keudell/Morrison Wealth Management added	Shares	+12.3K	+$1.4M	$25.2M
10	First Heartland Consultants, Inc. added	Shares	+18.9K	+$1.3M	$3.4M
11	Columbus Macro, LLC added	Shares	+10.7K	+$1.1M	$18.5M
12	City State Bank added	Shares	+12.6K	+$1.0M	$9.4M
13	J.W. COLE ADVISORS, INC. new	Shares	+15.4K	+$1.0M	$1.0M
14	NAPLES GLOBAL ADVISORS, LLC added	Shares	+9.9K	+$742.9K	$3.9M
15	Marion Wealth Management added	Shares	+4.3K	+$601.4K	$13.8M
16	Trust Co added	Shares	+2.4K	+$592.8K	$18.9M
17	SAX WEALTH ADVISORS, LLC new	Shares	+8.7K	+$573.8K	$573.8K
18	Robinswood Financial LLC added	Shares	+5.9K	+$567.6K	$7.9M
19	Avior Wealth Management, LLC added	Shares	+4.6K	+$558.4K	$11.1M
20	Stablepoint Partners, LLC added	Shares	+4.9K	+$524.0K	$8.9M
21	IAMS WEALTH MANAGEMENT, LLC added	Shares	+6.5K	+$517.5K	$4.0M
22	MISSION WEALTH MANAGEMENT, LP added	Shares	+5.5K	+$435.5K	$3.1M
23	Royal Fund Management, LLC added	Shares	+3.4K	+$344.8K	$5.3M
24	PETRA FINANCIAL ADVISORS INC new	Shares	+4.9K	+$326.4K	$326.4K
25	IFP Advisors, Inc added	Shares	+3.8K	+$273.5K	$959.4K
26	ORBA Wealth Advisors, L.L.C. new	Shares	+3.9K	+$263.9K	$263.9K
27	MRA Advisory Group added	Shares	+1.9K	+$256.5K	$5.8M
28	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.9K	+$249.9K	$3.5M
29	Echo45 Advisors LLC added	Shares	+2.3K	+$236.7K	$3.6M
30	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+3.3K	+$220.5K	$220.5K
31	GP Brinson Investments LLC unchanged	Shares	0	+$211.7K	$9.2M
32	HORIZON FINANCIAL SERVICES, LLC added	Shares	+1.9K	+$202.3K	$3.3M
33	Gladwyn Financial Advisors, Inc. added	Shares	+2.1K	+$201.8K	$2.6M
34	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+2.4K	+$179.9K	$949.5K
35	Nilsine Partners, LLC added	Shares	+2.4K	+$177.4K	$6.1M
36	Farther Finance Advisors, LLC added	Shares	+2.1K	+$171.8K	$1.3M
37	Dynamic Advisor Solutions LLC added	Shares	+1.3K	+$158.6K	$3.3M
38	Shore Point Advisors, LLC added	Shares	+1.7K	+$154.8K	$2.1M
39	LANARK FINANCIAL, INC. added	Shares	+1.9K	+$141.4K	$731.3K
40	Veery Capital, LLC added	Shares	+1.1K	+$114.3K	$1.9M
41	AdvisorNet Financial, Inc added	Shares	+1.3K	+$107.5K	$943.3K
42	Sidoxia Capital Management, LLC added	Shares	+1.1K	+$99.7K	$1.2M
43	Connecticut Capital Management Group, LLC added	Shares	+577	+$93.6K	$2.4M
44	K2 Financial Inc. added	Shares	+1.5K	+$92.6K	$2.0M
45	BRIGHTON SECURITIES CORP. added	Shares	+564	+$88.6K	$2.2M
46	Stewardship Advisors, LLC added	Shares	+683	+$60.6K	$684.9K
47	McNamara Financial Services, Inc. added	Shares	+477	+$57.8K	$1.1M
48	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added	Shares	+81	+$55.8K	$2.2M
49	Cape Investment Advisory, Inc. new	Shares	+773	+$52.0K	$52.0K
50	LAM GROUP, INC. added	Shares	+375	+$49.5K	$1.1M

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