Filing Research | VANGUARD WHITEHALL FDS Institutional Holdings

Snapshot holdings

50 / 306 loaded

#		Instrument	quantity
1	Orgel Wealth Management, LLC	Shares	3.1MSH	$302.9M
2	Confluence Wealth Services, Inc.	Shares	1.5MSH	$150.3M
3	Summit Financial Wealth Advisors, LLC	Shares	670.3KSH	$65.8M
4	Barry Investment Advisors, LLC	Shares	425.6KSH	$41.8M
5	Capital Advantage, Inc.	Shares	415.5KSH	$40.8M
6	LS Investment Advisors, LLC	Shares	370.2KSH	$36.4M
7	BURNS J W & CO INC/NY	Shares	334.7KSH	$32.9M
8	FIRST HAWAIIAN BANK	Shares	304.6KSH	$29.9M
9	Strategic Point Investment Advisors, LLC	Shares	253.7KSH	$24.9M
10	AAF Wealth Management, LLC	Shares	241.4KSH	$23.7M
11	KWMG, LLC	Shares	221.6KSH	$21.8M
12	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	189.3KSH	$18.6M
13	Clarity Wealth Advisors, LLC	Shares	178.3KSH	$17.5M
14	Capital Advisors Wealth Management, LLC	Shares	168.1KSH	$16.5M
15	Envestnet Portfolio Solutions, Inc.	Shares	160.6KSH	$15.8M
16	Human Investing LLC	Shares	157.5KSH	$15.5M
17	COURIER CAPITAL LLC	Shares	152.2KSH	$14.9M
18	WEST BANCORPORATION INC	Shares	147.7KSH	$14.5M
19	Prentice Wealth Management LLC	Shares	144.1KSH	$14.2M
20	Financial Perspectives, Inc	Shares	143.6KSH	$14.1M
21	Buska Wealth Management, LLC	Shares	142.5KSH	$14.0M
22	Wedmont Private Capital	Shares	138.8KSH	$14.0M
23	Procyon Advisors, LLC	Shares	141.8KSH	$13.9M
24	Cedar Mountain Advisors, LLC	Shares	140.8KSH	$13.8M
25	Family Investment Center, Inc.	Shares	139.9KSH	$13.7M
26	Kraft, Davis & Associates, LLC	Shares	137.6KSH	$13.7M
27	Unison Advisors LLC	Shares	136.6KSH	$13.4M
28	EQUITABLE TRUST CO	Shares	131.3KSH	$12.9M
29	RTD Financial Advisors, Inc.	Shares	129.9KSH	$12.8M
30	Drucker Wealth 3.0, LLC	Shares	119.2KSH	$11.7M
31	Eagle Strategies LLC	Shares	115.3KSH	$11.3M
32	REBALANCE, LLC	Shares	113.4KSH	$11.1M
33	MISSION WEALTH MANAGEMENT, LP	Shares	112.1KSH	$11.0M
34	CRA Financial Services, LLC	Shares	110.4KSH	$10.8M
35	Farther Finance Advisors, LLC	Shares	106.1KSH	$10.4M
36	MARATHON CAPITAL MANAGEMENT	Shares	104.8KSH	$10.3M
37	Mountain Capital Investment Advisors Inc.	Shares	104.6KSH	$10.3M
38	Quaker Wealth Management, LLC	Shares	102.9KSH	$10.1M
39	Mechanics Bank Trust Department	Shares	96.3KSH	$9.5M
40	INDEPENDENT FINANCIAL GROUP, LLC	Shares	96.0KSH	$9.4M
41	BCS Wealth Management	Shares	94.6KSH	$9.3M
42	PRECEDENT WEALTH PARTNERS, LLC	Shares	93.7KSH	$9.2M
43	Angeles Investment Advisors, LLC	Shares	93.5KSH	$9.2M
44	Guardian Financial Partners, LLC	Shares	88.1KSH	$8.7M
45	Merit Financial Group, LLC	Shares	87.0KSH	$8.5M
46	Legacy Advisors, LLC	Shares	86.8KSH	$8.5M
47	Turning Point Benefit Group, Inc.	Shares	80.0KSH	$7.8M
48	FIDUCIARY ADVISORS, INC.	Shares	78.4KSH	$7.7M
49	Beta Wealth Group, Inc.	Shares	78.0KSH	$7.7M
50	Wealthcare Advisory Partners LLC	Shares	73.8KSH	$7.2M

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

50 / 314 loaded

#		Instrument
1	Confluence Wealth Services, Inc. added	Shares	+173.3K	+$22.4M	$150.3M
2	Orgel Wealth Management, LLC added	Shares	+20.6K	+$14.2M	$302.9M
3	MISSION WEALTH MANAGEMENT, LP added	Shares	+107.9K	+$10.6M	$11.0M
4	Angeles Investment Advisors, LLC new	Shares	+93.5K	+$9.2M	$9.2M
5	Summit Financial Wealth Advisors, LLC added	Shares	+32.6K	+$5.7M	$65.8M
6	Fortis Group Advisors, LLC added	Shares	+53.6K	+$5.3M	$5.5M
7	Gradient Investments LLC new	Shares	+52.1K	+$5.1M	$5.1M
8	Turning Point Benefit Group, Inc. added	Shares	+47.4K	+$4.7M	$7.8M
9	Kastel Capital Advisors, LLC new	Shares	+41.2K	+$3.9M	$3.9M
10	J.W. COLE ADVISORS, INC. new	Shares	+37.2K	+$3.6M	$3.6M
11	Buska Wealth Management, LLC added	Shares	+28.9K	+$3.3M	$14.0M
12	Envestnet Portfolio Solutions, Inc. added	Shares	+27.8K	+$3.3M	$15.8M
13	Barry Investment Advisors, LLC added	Shares	+13.3K	+$2.9M	$41.8M
14	Mechanics Bank Trust Department added	Shares	+26.6K	+$2.9M	$9.5M
15	BENJAMIN EDWARDS INC new	Shares	+27.8K	+$2.7M	$2.7M
16	COURIER CAPITAL LLC added	Shares	+20.8K	+$2.6M	$14.9M
17	Farther Finance Advisors, LLC added	Shares	+21.0K	+$2.3M	$10.4M
18	My Personal CFO, LLC added	Shares	+23.1K	+$2.3M	$3.3M
19	Clarity Wealth Advisors, LLC added	Shares	+16.2K	+$2.2M	$17.5M
20	WEST BANCORPORATION INC added	Shares	+14.4K	+$1.9M	$14.5M
21	Slocum, Gordon & Co LLP new	Shares	+18.4K	+$1.8M	$1.8M
22	Capital Advantage, Inc. added	Shares	+1.3K	+$1.8M	$40.8M
23	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+15.2K	+$1.5M	$2.7M
24	KWMG, LLC added	Shares	+6.9K	+$1.5M	$21.8M
25	BURNS J W & CO INC/NY added	Shares	+809	+$1.4M	$32.9M
26	Strategic Point Investment Advisors, LLC added	Shares	+3.0K	+$1.3M	$24.9M
27	REBALANCE, LLC added	Shares	+8.5K	+$1.2M	$11.1M
28	Selby Wealth Management, LLC added	Shares	+11.2K	+$1.2M	$3.1M
29	Financial Perspectives, Inc added	Shares	+5.9K	+$1.1M	$14.1M
30	CRA Financial Services, LLC added	Shares	+6.4K	+$1.0M	$10.8M
31	Capital Advisors Wealth Management, LLC added	Shares	+3.8K	+$1.0M	$16.5M
32	Duncan Williams Asset Management, LLC added	Shares	+8.8K	+$1.0M	$4.9M
33	Prentice Wealth Management LLC added	Shares	+4.6K	+$1.0M	$14.2M
34	AAF Wealth Management, LLC trimmed	Shares	-127	+$944.1K	$23.7M
35	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.7K	+$779.6K	$4.2M
36	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+4.2K	+$762.3K	$9.2M
37	Cedar Mountain Advisors, LLC added	Shares	+2.2K	+$760.7K	$13.8M
38	Decker Retirement Planning Inc. added	Shares	+6.2K	+$743.4K	$3.8M
39	BCS Wealth Management added	Shares	+3.8K	+$736.8K	$9.3M
40	Eagle Strategies LLC added	Shares	+2.5K	+$694.6K	$11.3M
41	Bath Savings Trust Co added	Shares	+6.5K	+$668.1K	$1.3M
42	Drucker Wealth 3.0, LLC added	Shares	+2.1K	+$665.9K	$11.7M
43	Dickmeyer Boyce Financial Management, Inc. added	Shares	+5.2K	+$619.3K	$3.3M
44	Guardian Financial Partners, LLC added	Shares	+2.7K	+$604.5K	$8.7M
45	FIDUCIARY ADVISORS, INC. added	Shares	+3.1K	+$600.3K	$7.7M
46	Sowell Financial Services LLC added	Shares	+5.8K	+$596.2K	$1.1M
47	Revisor Wealth Management LLC new	Shares	+6.1K	+$595.9K	$595.9K
48	Capital Investment Advisory Services, LLC added	Shares	+5.7K	+$578.7K	$959.4K
49	Unison Advisors LLC added	Shares	+156	+$555.6K	$13.4M
50	Heartwood Wealth Advisors LLC added	Shares	+2.7K	+$539.8K	$7.0M

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