Filing Research | VANGUARD ADMIRAL FDS INC Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	ROCKLAND TRUST CO	Shares	815.5KSH	$93.0M
2	Trust Point Inc.	Shares	664.5KSH	$75.8M
3	Stordahl Capital Management, Inc.	Shares	176.0KSH	$20.1M
4	Avior Wealth Management, LLC	Shares	161.3KSH	$18.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	37.1KSH	$4.2M
6	Composition Wealth, LLC	Shares	24.7KSH	$2.8M
7	Fortitude Family Office, LLC	Shares	13.2KSH	$1.5M
8	PFG Advisors	Shares	10.1KSH	$1.2M
9	D.A. DAVIDSON & CO.	Shares	8.3KSH	$952.4K
10	Rodgers & Associates, LTD	Shares	5.9KSH	$668.9K
11	Merit Financial Group, LLC	Shares	5.6KSH	$637.0K
12	GHP Investment Advisors, Inc.	Shares	4.7KSH	$537.0K
13	Atlas Brown,Inc.	Shares	4.4KSH	$503.5K
14	TopTier Wealth Management, LLC	Shares	4.3KSH	$493.4K
15	Ifrah Financial Services, Inc.	Shares	4.1KSH	$470.6K
16	Hobart Private Capital, LLC	Shares	3.8KSH	$428.4K
17	Wealthquest Corp	Shares	3.5KSH	$402.7K
18	Wealthcare Advisory Partners LLC	Shares	3.1KSH	$359.1K
19	Spire Wealth Management	Shares	3.1KSH	$355.7K
20	IFG Advisors, LLC	Shares	2.8KSH	$316.0K
21	Octavia Wealth Advisors, LLC	Shares	2.2KSH	$252.8K
22	FIFTH THIRD SECURITIES, INC.	Shares	2.1KSH	$237.5K
23	BDFS Capital LLC	Shares	1.9KSH	$219.3K
24	Carnegie Lake Advisors LLC	Shares	1.9KSH	$217.9K
25	Redhawk Wealth Advisors, Inc.	Shares	1.9KSH	$217.4K
26	CARY STREET PARTNERS FINANCIAL LLC	Shares	1.8KSH	$208.6K
27	EverSource Wealth Advisors, LLC	Shares	1.1KSH	$123.7K
28	Founders Capital Management	Shares	770SH	$87.8K
29	VSM Wealth Advisory, LLC	Shares	600SH	$68.4K
30	Farther Finance Advisors, LLC	Shares	472SH	$53.8K
31	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	168SH	$19.2K
32	NorthAvenue LLC	Shares	118SH	$13.5K
33	EASTERN BANK	Shares	56SH	$6.4K
34	SBI Securities Co., Ltd.	Shares	20SH	$2.3K
35	SIGNATUREFD, LLC	Shares	14SH	$1.6K
36	SOA Wealth Advisors, LLC.	Shares	8SH	$913

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

36 / 36 loaded

#		Instrument
1	Trust Point Inc. added	Shares	+22.9K	+$10.4M	$75.8M
2	ROCKLAND TRUST CO added	Shares	+170	+$9.9M	$93.0M
3	Stordahl Capital Management, Inc. added	Shares	+1.6K	+$2.3M	$20.1M
4	Avior Wealth Management, LLC added	Shares	+2.8K	+$2.2M	$18.4M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.4K	+$942.9K	$4.2M
6	Composition Wealth, LLC trimmed	Shares	-215	+$277.7K	$2.8M
7	BDFS Capital LLC new	Shares	+1.9K	+$219.3K	$219.3K
8	Carnegie Lake Advisors LLC new	Shares	+1.9K	+$217.9K	$217.9K
9	CARY STREET PARTNERS FINANCIAL LLC new	Shares	+1.8K	+$208.6K	$208.6K
10	PFG Advisors added	Shares	+542	+$178.0K	$1.2M
11	Fortitude Family Office, LLC unchanged	Shares	0	+$159.5K	$1.5M
12	EverSource Wealth Advisors, LLC new	Shares	+1.1K	+$123.7K	$123.7K
13	D.A. DAVIDSON & CO. unchanged	Shares	0	+$101.2K	$952.4K
14	Rodgers & Associates, LTD added	Shares	+80	+$79.2K	$668.9K
15	Merit Financial Group, LLC unchanged	Shares	0	+$67.7K	$637.0K
16	GHP Investment Advisors, Inc. unchanged	Shares	0	+$57.1K	$537.0K
17	Ifrah Financial Services, Inc. trimmed	Shares	-14	+$48.5K	$470.6K
18	Hobart Private Capital, LLC unchanged	Shares	0	+$45.5K	$428.4K
19	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$38.2K	$359.1K
20	Spire Wealth Management unchanged	Shares	0	+$37.8K	$355.7K
21	Atlas Brown,Inc. trimmed	Shares	-177	+$35.5K	$503.5K
22	IFG Advisors, LLC unchanged	Shares	0	+$33.6K	$316.0K
23	TopTier Wealth Management, LLC trimmed	Shares	-185	+$33.6K	$493.4K
24	Founders Capital Management unchanged	Shares	0	+$9.3K	$87.8K
25	FIFTH THIRD SECURITIES, INC. trimmed	Shares	-161	+$8.8K	$237.5K
26	VSM Wealth Advisory, LLC unchanged	Shares	0	+$7.3K	$68.4K
27	Farther Finance Advisors, LLC unchanged	Shares	0	+$5.5K	$53.8K
28	NorthAvenue LLC unchanged	Shares	0	+$1.4K	$13.5K
29	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$1.0K	$19.2K
30	EASTERN BANK unchanged	Shares	0	+$679	$6.4K
31	SIGNATUREFD, LLC unchanged	Shares	0	+$170	$1.6K
32	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$97	$913
33	SBI Securities Co., Ltd. trimmed	Shares	-15	-$1.3K	$2.3K
34	Octavia Wealth Advisors, LLC trimmed	Shares	-571	-$31.3K	$252.8K
35	Redhawk Wealth Advisors, Inc. trimmed	Shares	-3.0K	-$286.6K	$217.4K
36	Wealthquest Corp trimmed	Shares	-3.5K	-$313.8K	$402.7K