Filing Research | VANGUARD INDEX FDS Institutional Holdings

Snapshot holdings

50 / 362 loaded

#		Instrument	quantity
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	666.3KSH	$204.1M
2	Avior Wealth Management, LLC	Shares	229.4KSH	$70.2M
3	Orgel Wealth Management, LLC	Shares	216.3KSH	$66.3M
4	Everhart Financial Group, Inc.	Shares	216.1KSH	$66.2M
5	Farther Finance Advisors, LLC	Shares	170.4KSH	$52.2M
6	Trust Co	Shares	158.5KSH	$48.5M
7	KWMG, LLC	Shares	148.5KSH	$45.5M
8	BENJAMIN EDWARDS INC	Shares	135.1KSH	$41.4M
9	CARY STREET PARTNERS FINANCIAL LLC	Shares	127.0KSH	$38.9M
10	Rodgers & Associates, LTD	Shares	106.1KSH	$32.5M
11	PRESILIUM PRIVATE WEALTH, LLC	Shares	104.6KSH	$32.0M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	87.8KSH	$26.5M
13	INSPIRION WEALTH ADVISORS, LLC	Shares	87.0KSH	$26.4M
14	Praetorian Wealth Management, Inc.	Shares	85.2KSH	$26.1M
15	Copper Harbor Investment Advisors, LLC	Shares	71.0KSH	$21.7M
16	HRC WEALTH MANAGEMENT, LLC	Shares	63.9KSH	$19.6M
17	Marion Wealth Management	Shares	62.8KSH	$19.2M
18	INDEPENDENT FINANCIAL GROUP, LLC	Shares	56.5KSH	$17.3M
19	Clayton Financial Group LLC	Shares	54.1KSH	$16.6M
20	ARVEST INVESTMENTS, INC.	Shares	50.1KSH	$15.3M
21	OLD NATIONAL BANCORP /IN/	Shares	48.2KSH	$14.8M
22	FIRST HORIZON CORP	Shares	47.6KSH	$14.6M
23	Sound Income Strategies, LLC	Shares	47.0KSH	$14.4M
24	GHP Investment Advisors, Inc.	Shares	46.3KSH	$14.2M
25	Compton Wealth Advisory Group, LLC	Shares	46.5KSH	$14.1M
26	Wolff Financial Management LLC	Shares	43.5KSH	$13.3M
27	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	42.9KSH	$13.1M
28	Eagle Strategies LLC	Shares	41.3KSH	$12.7M
29	D.A. DAVIDSON & CO.	Shares	40.8KSH	$12.5M
30	Gladwyn Financial Advisors, Inc.	Shares	39.8KSH	$12.2M
31	SAGE FINANCIAL GROUP INC	Shares	37.8KSH	$11.6M
32	RTD Financial Advisors, Inc.	Shares	36.5KSH	$11.2M
33	Prosperity Planning, Inc.	Shares	34.2KSH	$10.5M
34	LMCG INVESTMENTS, LLC	Shares	33.7KSH	$10.3M
35	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	30.7KSH	$9.4M
36	HARBOR INVESTMENT ADVISORY, LLC	Shares	30.7KSH	$9.4M
37	MassMutual Private Wealth & Trust, FSB	Shares	24.7KSH	$7.6M
38	ECLECTIC ASSOCIATES INC /ADV	Shares	24.4KSH	$7.5M
39	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	24.3KSH	$7.4M
40	KIECKHEFER GROUP LLC	Shares	23.5KSH	$7.2M
41	Sharp Wealth Advisory, LLC	Shares	22.7KSH	$7.0M
42	GENESIS PRIVATE WEALTH, LLC	Shares	22.7KSH	$7.0M
43	IVC Wealth Advisors LLC	Shares	22.7KSH	$6.9M
44	Aprio Wealth Management, LLC	Shares	21.8KSH	$6.7M
45	FIRST UNITED BANK & TRUST	Shares	21.6KSH	$6.6M
46	IFP Advisors, Inc	Shares	21.3KSH	$6.5M
47	Merit Financial Group, LLC	Shares	21.3KSH	$6.5M
48	Councilor Wealth, LLC	Shares	20.1KSH	$6.1M
49	Wealth Enhancement Trust Services, Inc.	Shares	19.3KSH	$5.9M
50	FIFTH THIRD SECURITIES, INC.	Shares	19.1KSH	$5.9M

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

50 / 372 loaded

#		Instrument
1	Everhart Financial Group, Inc. added	Shares	+172.0K	+$54.8M	$66.2M
2	STEPHENS GROUP ASSET MANAGEMENT, LLC added	Shares	+6.0K	+$34.2M	$204.1M
3	Farther Finance Advisors, LLC added	Shares	+32.5K	+$16.3M	$52.2M
4	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+20.3K	+$11.5M	$38.9M
5	Orgel Wealth Management, LLC trimmed	Shares	-2.8K	+$9.9M	$66.3M
6	KWMG, LLC added	Shares	+6.0K	+$8.8M	$45.5M
7	BENJAMIN EDWARDS INC added	Shares	+6.1K	+$8.2M	$41.4M
8	Trust Co trimmed	Shares	-1.1K	+$7.5M	$48.5M
9	INSPIRION WEALTH ADVISORS, LLC added	Shares	+13.3K	+$7.5M	$26.4M
10	PRESILIUM PRIVATE WEALTH, LLC added	Shares	+222	+$5.2M	$32.0M
11	Rodgers & Associates, LTD trimmed	Shares	-148	+$5.2M	$32.5M
12	J.W. COLE ADVISORS, INC. new	Shares	+13.9K	+$4.2M	$4.2M
13	Sound Income Strategies, LLC added	Shares	+7.2K	+$4.0M	$14.4M
14	Marion Wealth Management added	Shares	+2.4K	+$3.7M	$19.2M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.0K	+$3.3M	$26.5M
16	Praetorian Wealth Management, Inc. added	Shares	+977	+$3.3M	$26.1M
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+4.1K	+$3.2M	$13.1M
18	HRC WEALTH MANAGEMENT, LLC added	Shares	+59	+$3.1M	$19.6M
19	Clayton Financial Group LLC added	Shares	+1.6K	+$3.1M	$16.6M
20	ARVEST INVESTMENTS, INC. added	Shares	+2.2K	+$3.0M	$15.3M
21	OLD NATIONAL BANCORP /IN/ added	Shares	+2.4K	+$3.0M	$14.8M
22	Wolff Financial Management LLC added	Shares	+2.4K	+$2.7M	$13.3M
23	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-846	+$2.5M	$17.3M
24	FIRST HORIZON CORP added	Shares	+811	+$2.5M	$14.6M
25	GHP Investment Advisors, Inc. added	Shares	+324	+$2.3M	$14.2M
26	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+3.2K	+$2.3M	$9.4M
27	Compton Wealth Advisory Group, LLC added	Shares	+209	+$2.1M	$14.1M
28	Eagle Strategies LLC trimmed	Shares	-6	+$2.0M	$12.7M
29	SAGE FINANCIAL GROUP INC added	Shares	+639	+$2.0M	$11.6M
30	Gladwyn Financial Advisors, Inc. trimmed	Shares	-22	+$1.9M	$12.2M
31	Prosperity Planning, Inc. added	Shares	+833	+$1.9M	$10.5M
32	Southland Equity Partners LLC new	Shares	+5.6K	+$1.7M	$1.7M
33	HARBOR INVESTMENT ADVISORY, LLC added	Shares	+809	+$1.7M	$9.4M
34	RTD Financial Advisors, Inc. trimmed	Shares	-381	+$1.7M	$11.2M
35	CARY STREET PARTNERS INVESTMENT ADVISORY LLC added	Shares	+3.9K	+$1.7M	$4.4M
36	Royal Fund Management, LLC new	Shares	+4.4K	+$1.4M	$1.4M
37	ECLECTIC ASSOCIATES INC /ADV added	Shares	+592	+$1.3M	$7.5M
38	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+626	+$1.3M	$7.4M
39	GENESIS PRIVATE WEALTH, LLC added	Shares	+797	+$1.3M	$7.0M
40	EHRLICH FINANCIAL GROUP new	Shares	+4.3K	+$1.3M	$1.3M
41	KIECKHEFER GROUP LLC unchanged	Shares	0	+$1.2M	$7.2M
42	Bravera Wealth added	Shares	+1.5K	+$1.1M	$4.4M
43	FIRST UNITED BANK & TRUST added	Shares	+104	+$1.1M	$6.6M
44	NWAM LLC added	Shares	+261	+$990.8K	$5.8M
45	Councilor Wealth, LLC trimmed	Shares	-15	+$977.6K	$6.1M
46	Prospera Financial Services Inc added	Shares	+1.4K	+$962.2K	$3.8M
47	Wealth Enhancement Trust Services, Inc. added	Shares	+62	+$958.3K	$5.9M
48	Merit Financial Group, LLC trimmed	Shares	-362	+$949.6K	$6.5M
49	PFG Advisors added	Shares	+1.2K	+$941.7K	$4.0M
50	Wealthcare Advisory Partners LLC added	Shares	+726	+$899.8K	$4.5M

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