Filing Research | VANGUARD INDEX FDS Institutional Holdings

Snapshot holdings

50 / 1,063 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	10.9MSH	$941.3M
2	MISSION WEALTH MANAGEMENT, LP	Shares	7.5MSH	$649.2M
3	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	5.6MSH	$478.4M
4	Merit Financial Group, LLC	Shares	5.0MSH	$426.4M
5	Waldron Private Wealth LLC	Shares	4.4MSH	$377.7M
6	Bell Bank	Shares	3.6MSH	$310.1M
7	Retirement Investment Advisors, Inc.	Shares	3.3MSH	$286.6M
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	3.0MSH	$259.0M
9	Avior Wealth Management, LLC	Shares	2.8MSH	$237.6M
10	Brookstone Capital Management	Shares	2.7MSH	$228.7M
11	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	2.5MSH	$212.0M
12	Sequoia Financial Advisors, LLC	Shares	2.2MSH	$188.4M
13	Everhart Financial Group, Inc.	Shares	2.1MSH	$178.3M
14	Cornerstone Management, Inc.	Shares	2.0MSH	$171.8M
15	Rezny Wealth Management, Inc.	Shares	2.0MSH	$171.7M
16	RMR Wealth Builders	Shares	1.8MSH	$156.5M
17	Financial Synergies Wealth Advisors, Inc.	Shares	1.5MSH	$130.6M
18	Relyea Zuckerberg Hanson LLC	Shares	1.5MSH	$128.8M
19	Mountain Capital Investment Advisors Inc.	Shares	1.5MSH	$125.3M
20	Martel Wealth Advisors LLC	Shares	1.5MSH	$125.1M
21	BRANDYWINE OAK PRIVATE WEALTH LLC	Shares	1.4MSH	$123.2M
22	Clark Asset Management, LLC	Shares	1.4MSH	$121.4M
23	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	1.4MSH	$118.6M
24	HCR Wealth Advisors	Shares	1.4MSH	$116.7M
25	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.3MSH	$114.6M
26	CARY STREET PARTNERS FINANCIAL LLC	Shares	1.3MSH	$112.4M
27	EverSource Wealth Advisors, LLC	Shares	1.3MSH	$110.5M
28	Pathway Financial Advisors LLC	Shares	1.2MSH	$102.6M
29	Crane Advisory, LLC	Shares	1.1MSH	$96.4M
30	VISTA CAPITAL PARTNERS, INC.	Shares	1.1MSH	$96.4M
31	INSPIRION WEALTH ADVISORS, LLC	Shares	1.1MSH	$90.7M
32	SIGNATUREFD, LLC	Shares	1.0MSH	$86.6M
33	Envestnet Portfolio Solutions, Inc.	Shares	949.2KSH	$81.8M
34	PRESILIUM PRIVATE WEALTH, LLC	Shares	941.4KSH	$81.1M
35	DAVENPORT & Co LLC	Shares	899.6KSH	$77.5M
36	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	Shares	870.8KSH	$75.0M
37	Magnus Financial Group LLC	Shares	850.3KSH	$73.2M
38	Affinity Capital Advisors, LLC	Shares	841.4KSH	$72.9M
39	Brickley Wealth Management	Shares	835.7KSH	$72.0M
40	Quantum Financial Planning Services, Inc.	Shares	825.9KSH	$71.1M
41	SAGE FINANCIAL GROUP INC	Shares	817.9KSH	$70.5M
42	Trust Co	Shares	800.7KSH	$69.0M
43	Gleason Group, Inc.	Shares	777.3KSH	$67.0M
44	IFP Advisors, Inc	Shares	743.0KSH	$64.0M
45	Grey Fox Wealth Advisors, LLC	Shares	739.8KSH	$63.7M
46	Strategic Blueprint, LLC	Shares	735.4KSH	$63.3M
47	Strategic Investment Solutions, Inc. /IL	Shares	708.0KSH	$61.0M
48	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	703.4KSH	$60.6M
49	Summit Financial Wealth Advisors, LLC	Shares	679.5KSH	$58.5M
50	MBM WEALTH CONSULTANTS, LLC	Shares	666.4KSH	$57.4M

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

50 / 1,079 loaded

#		Instrument
1	MISSION WEALTH MANAGEMENT, LP added	Shares	+6.5M	+$218.2M	$649.2M
2	D.A. DAVIDSON & CO. added	Shares	+9.1M	+$150.2M	$941.3M
3	Waldron Private Wealth LLC added	Shares	+3.7M	+$68.9M	$377.7M
4	Merit Financial Group, LLC added	Shares	+4.1M	+$66.4M	$426.4M
5	J.W. COLE ADVISORS, INC. new	Shares	+633.4K	+$54.6M	$54.6M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.5M	+$53.3M	$259.0M
7	Avior Wealth Management, LLC added	Shares	+2.3M	+$47.7M	$237.6M
8	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added	Shares	+4.6M	+$46.2M	$478.4M
9	Bell Bank added	Shares	+3.0M	+$44.5M	$310.1M
10	Brookstone Capital Management added	Shares	+2.2M	+$42.2M	$228.7M
11	RMR Wealth Builders added	Shares	+1.6M	+$40.9M	$156.5M
12	Sequoia Financial Advisors, LLC added	Shares	+1.8M	+$37.5M	$188.4M
13	Everhart Financial Group, Inc. added	Shares	+1.7M	+$36.0M	$178.3M
14	STEPHENS GROUP ASSET MANAGEMENT, LLC added	Shares	+2.1M	+$33.1M	$212.0M
15	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.1M	+$31.6M	$114.6M
16	Rezny Wealth Management, Inc. added	Shares	+1.7M	+$30.2M	$171.7M
17	Retirement Investment Advisors, Inc. added	Shares	+2.8M	+$29.6M	$286.6M
18	Eagle Strategies LLC added	Shares	+478.7K	+$26.2M	$44.9M
19	Clark Asset Management, LLC added	Shares	+1.2M	+$24.8M	$121.4M
20	Strategic Blueprint, LLC added	Shares	+643.3K	+$23.1M	$63.3M
21	Martel Wealth Advisors LLC added	Shares	+1.2M	+$22.4M	$125.1M
22	Cornerstone Management, Inc. added	Shares	+1.7M	+$21.8M	$171.8M
23	Relyea Zuckerberg Hanson LLC added	Shares	+1.2M	+$21.1M	$128.8M
24	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added	Shares	+746.1K	+$20.5M	$75.0M
25	HCR Wealth Advisors added	Shares	+1.1M	+$19.9M	$116.7M
26	BRANDYWINE OAK PRIVATE WEALTH LLC added	Shares	+1.2M	+$19.6M	$123.2M
27	Mirae Asset Global Investments Co., Ltd. added	Shares	+205.0K	+$18.2M	$21.4M
28	INSPIRION WEALTH ADVISORS, LLC added	Shares	+886.8K	+$18.2M	$90.7M
29	Financial Synergies Wealth Advisors, Inc. added	Shares	+1.3M	+$17.3M	$130.6M
30	SPRENG CAPITAL MANAGEMENT, INC. added	Shares	+344.9K	+$16.7M	$32.9M
31	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+1.1M	+$16.5M	$112.4M
32	DAVENPORT & Co LLC added	Shares	+758.8K	+$16.0M	$77.5M
33	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+1.1M	+$15.4M	$118.6M
34	SIGNATUREFD, LLC added	Shares	+842.1K	+$15.3M	$86.6M
35	Envestnet Portfolio Solutions, Inc. added	Shares	+795.3K	+$14.5M	$81.8M
36	Quantum Financial Planning Services, Inc. added	Shares	+694.2K	+$13.6M	$71.1M
37	Magnus Financial Group LLC added	Shares	+712.9K	+$13.2M	$73.2M
38	Affinity Capital Advisors, LLC added	Shares	+704.5K	+$13.1M	$72.9M
39	VISTA CAPITAL PARTNERS, INC. added	Shares	+927.6K	+$12.8M	$96.4M
40	Brickley Wealth Management added	Shares	+697.8K	+$11.8M	$72.0M
41	Pathway Financial Advisors LLC added	Shares	+993.8K	+$11.6M	$102.6M
42	Grey Fox Wealth Advisors, LLC added	Shares	+619.9K	+$11.4M	$63.7M
43	Mosley Wealth Management added	Shares	+136.9K	+$11.4M	$11.9M
44	Capital Investment Advisory Services, LLC added	Shares	+228.4K	+$11.0M	$21.8M
45	PRESILIUM PRIVATE WEALTH, LLC added	Shares	+780.6K	+$10.8M	$81.1M
46	Mesirow Financial Investment Management, Inc. added	Shares	+524.0K	+$10.6M	$53.6M
47	CPA Asset Management Group, LLC added	Shares	+202.0K	+$10.6M	$19.1M
48	MBM WEALTH CONSULTANTS, LLC added	Shares	+558.2K	+$10.2M	$57.4M
49	Farther Finance Advisors, LLC added	Shares	+389.4K	+$10.1M	$39.2M
50	Summit Financial Wealth Advisors, LLC added	Shares	+567.7K	+$9.7M	$58.5M

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