Filing Research | VANGUARD ADMIRAL FDS INC Institutional Holdings

Snapshot holdings

50 / 120 loaded

#		Instrument	quantity
1	Orgel Wealth Management, LLC	Shares	1.1MSH	$153.5M
2	OLD NATIONAL BANCORP /IN/	Shares	172.0KSH	$23.7M
3	AdvisorNet Financial, Inc	Shares	160.0KSH	$22.0M
4	Wiser Wealth Management, Inc	Shares	153.1KSH	$21.1M
5	TCV Trust & Wealth Management, Inc.	Shares	148.3KSH	$20.4M
6	Berman McAleer LLC	Shares	92.2KSH	$12.7M
7	PERRYMAN FINANCIAL ADVISORY INC /AD	Shares	74.8KSH	$10.3M
8	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	Shares	50.9KSH	$7.0M
9	Bryant Woods Investment Advisors, LLC	Shares	44.1KSH	$6.1M
10	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	43.4KSH	$6.0M
11	BCS Wealth Management	Shares	29.3KSH	$4.0M
12	Flower City Capital	Shares	28.8KSH	$4.0M
13	Fairway Wealth LLC	Shares	26.2KSH	$3.6M
14	REBALANCE, LLC	Shares	24.5KSH	$3.4M
15	First American Bank	Shares	22.6KSH	$3.1M
16	PFG Advisors	Shares	22.0KSH	$3.0M
17	Base Wealth Management LLC	Shares	21.0KSH	$2.9M
18	EQ LLC	Shares	20.5KSH	$2.8M
19	Kastel Capital Advisors, LLC	Shares	24.1KSH	$2.8M
20	Verum Partners LLC	Shares	20.0KSH	$2.8M
21	Councilor Wealth, LLC	Shares	18.8KSH	$2.6M
22	CRA Financial Services, LLC	Shares	17.0KSH	$2.3M
23	Breakwater Capital Group	Shares	14.7KSH	$2.0M
24	True North Advisors, LLC	Shares	14.0KSH	$1.9M
25	ROMANO BROTHERS AND COMPANY	Shares	13.2KSH	$1.8M
26	Composition Wealth, LLC	Shares	12.2KSH	$1.7M
27	Valeo Financial Advisors, LLC	Shares	11.2KSH	$1.5M
28	Ritter Daniher Financial Advisory LLC / DE	Shares	11.2KSH	$1.5M
29	HM PAYSON & CO	Shares	11.2KSH	$1.5M
30	Pachira Investments Inc.	Shares	11.1KSH	$1.5M
31	GREENLEAF TRUST	Shares	9.3KSH	$1.3M
32	Gibraltar Capital Management, Inc.	Shares	8.8KSH	$1.2M
33	NESTEGG ADVISORS, INC.	Shares	8.6KSH	$1.2M
34	Dynamic Advisor Solutions LLC	Shares	8.3KSH	$1.1M
35	Stordahl Capital Management, Inc.	Shares	8.1KSH	$1.1M
36	KIECKHEFER GROUP LLC	Shares	6.6KSH	$910.1K
37	Silver Coast Investments LLC	Shares	6.2KSH	$847.1K
38	EAGLE WEALTH STRATEGIES LLC	Shares	6.1KSH	$835.6K
39	FLAGSHIP HARBOR ADVISORS, LLC	Shares	5.7KSH	$784.9K
40	Spire Wealth Management	Shares	5.7KSH	$781.6K
41	Snider Financial Group	Shares	5.4KSH	$736.1K
42	Taylor & Morgan Wealth Management, LLC	Shares	4.5KSH	$613.2K
43	Sovereign Financial Group, Inc.	Shares	4.3KSH	$595.1K
44	B. Riley Wealth Advisors, Inc.	Shares	4.3KSH	$586.1K
45	Merit Financial Group, LLC	Shares	4.2KSH	$582.3K
46	Whitcomb & Hess, Inc.	Shares	4.2KSH	$573.8K
47	Clarity Capital Advisors, LLC	Shares	4.1KSH	$563.1K
48	Focus Financial Network, Inc.	Shares	4.1KSH	$561.7K
49	Ironwood Financial, llc	Shares	4.0KSH	$539.5K
50	Affiance Financial, LLC	Shares	3.7KSH	$509.6K

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

50 / 125 loaded

#		Instrument
1	Orgel Wealth Management, LLC added	Shares	+29.2K	+$28.7M	$153.5M
2	AdvisorNet Financial, Inc added	Shares	+19.7K	+$5.9M	$22.0M
3	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-1.6K	+$3.7M	$23.7M
4	Wiser Wealth Management, Inc trimmed	Shares	-1.2K	+$3.3M	$21.1M
5	TCV Trust & Wealth Management, Inc. trimmed	Shares	-1.5K	+$3.2M	$20.4M
6	Berman McAleer LLC trimmed	Shares	-1.3K	+$1.9M	$12.7M
7	PERRYMAN FINANCIAL ADVISORY INC /AD added	Shares	+1.0K	+$1.8M	$10.3M
8	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.4K	+$1.4M	$6.0M
9	Councilor Wealth, LLC added	Shares	+6.5K	+$1.2M	$2.6M
10	PATRIOT INVESTMENT MANAGEMENT GROUP, INC. added	Shares	+93	+$1.2M	$7.0M
11	Bryant Woods Investment Advisors, LLC trimmed	Shares	-579	+$934.9K	$6.1M
12	PFG Advisors added	Shares	+1.5K	+$670.8K	$3.0M
13	Flower City Capital trimmed	Shares	-61	+$646.7K	$4.0M
14	BCS Wealth Management trimmed	Shares	-185	+$643.3K	$4.0M
15	Fairway Wealth LLC added	Shares	+298	+$628.6K	$3.6M
16	First American Bank unchanged	Shares	0	+$513.3K	$3.1M
17	Base Wealth Management LLC trimmed	Shares	-99	+$464.3K	$2.9M
18	Pachira Investments Inc. added	Shares	+1.8K	+$460.0K	$1.5M
19	DAGCO, INC. new	Shares	+3.1K	+$432.1K	$432.1K
20	REBALANCE, LLC trimmed	Shares	-1.4K	+$397.2K	$3.4M
21	CRA Financial Services, LLC trimmed	Shares	-36	+$381.8K	$2.3M
22	EQ LLC trimmed	Shares	-1.2K	+$334.3K	$2.8M
23	True North Advisors, LLC trimmed	Shares	-86	+$308.7K	$1.9M
24	Hardin Capital Partners, LLC new	Shares	+2.2K	+$302.1K	$302.1K
25	ROMANO BROTHERS AND COMPANY unchanged	Shares	0	+$298.9K	$1.8M
26	Verum Partners LLC trimmed	Shares	-1.4K	+$297.1K	$2.8M
27	Composition Wealth, LLC unchanged	Shares	0	+$276.7K	$1.7M
28	SAX WEALTH ADVISORS, LLC new	Shares	+2.4K	+$272.7K	$272.7K
29	HM PAYSON & CO unchanged	Shares	0	+$254.3K	$1.5M
30	Ritter Daniher Financial Advisory LLC / DE trimmed	Shares	-99	+$243.6K	$1.5M
31	J.W. COLE ADVISORS, INC. new	Shares	+1.7K	+$239.9K	$239.9K
32	BENJAMIN EDWARDS INC new	Shares	+1.7K	+$232.6K	$232.6K
33	Allegheny Financial Group new	Shares	+1.6K	+$226.8K	$226.8K
34	Breakwater Capital Group trimmed	Shares	-963	+$222.1K	$2.0M
35	FOUNDERS GROVE WEALTH PARTNERS, LLC new	Shares	+1.6K	+$220.1K	$220.1K
36	TruNorth Capital Management, LLC new	Shares	+1.5K	+$211.0K	$211.0K
37	LexAurum Advisors, LLC new	Shares	+1.5K	+$204.2K	$204.2K
38	Summit Investment Advisory Services, LLC new	Shares	+1.5K	+$202.9K	$202.9K
39	Gibraltar Capital Management, Inc. unchanged	Shares	0	+$199.4K	$1.2M
40	Silver Coast Investments LLC added	Shares	+392	+$184.7K	$847.1K
41	KIECKHEFER GROUP LLC added	Shares	+120	+$164.1K	$910.1K
42	Stordahl Capital Management, Inc. trimmed	Shares	-180	+$162.7K	$1.1M
43	GREENLEAF TRUST trimmed	Shares	-600	+$143.1K	$1.3M
44	Dynamic Advisor Solutions LLC trimmed	Shares	-416	+$141.4K	$1.1M
45	NESTEGG ADVISORS, INC. trimmed	Shares	-508	+$138.0K	$1.2M
46	FLAGSHIP HARBOR ADVISORS, LLC unchanged	Shares	0	+$129.6K	$784.9K
47	Spire Wealth Management unchanged	Shares	0	+$129.1K	$781.6K
48	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+576	+$127.4K	$429.8K
49	Kastel Capital Advisors, LLC added	Shares	+288	+$125.4K	$2.8M
50	EAGLE WEALTH STRATEGIES LLC trimmed	Shares	-232	+$111.3K	$835.6K

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