Filing Research
Snapshot holdings
#
1Ballentine Partners, LLC$155.2M
2VISTA CAPITAL PARTNERS, INC.$145.3M
3Catalyst Capital Advisors LLC$132.9M
4Millburn Ridgefield LLC /DE/$132.9M
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$89.8M
6SBI Okasan Asset Management Co.Ltd.$83.8M
7EVERGREEN CAPITAL MANAGEMENT LLC$75.4M
8REBALANCE, LLC$59.2M
9Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$46.3M
10Falcon Wealth Planning$44.7M
11HHM Wealth Advisors, LLC$30.7M
12SAGE FINANCIAL GROUP INC$29.5M
13Kohmann Bosshard Financial Services, LLC$28.3M
14PRESILIUM PRIVATE WEALTH, LLC$27.9M
15COMMUNITY TRUST & INVESTMENT CO$24.9M
16PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$24.8M
17KWMG, LLC$24.3M
18Whelan Financial$23.7M
19Rodgers & Associates, LTD$23.6M
20TECTONIC ADVISORS LLC$22.7M
21DEFINE FINANCIAL, LLC$22.0M
22Omega Financial Group, LLC$20.1M
23CYPRESS FINANCIAL PLANNING LLC$19.0M
24TCV Trust & Wealth Management, Inc.$18.5M
25Conservest Capital Advisors, Inc.$17.6M
26AA Financial Advisors, LLC$16.9M
27Trilogy Capital Inc.$16.9M
28West Financial Advisors, LLC$16.8M
29GREENWOOD GEARHART LLC$16.7M
30Farther Finance Advisors, LLC$16.6M
31Rockwood Wealth Management, LLC$16.6M
32Avior Wealth Management, LLC$16.5M
33ACT WEALTH MANAGEMENT, LLC$16.2M
34Fort Henry Capital, LLC$16.1M
35LRI Investments, LLC$15.8M
36BLUESTEM FINANCIAL ADVISORS, LLC$15.0M
37Allodium Investment Consultants, LLC$14.8M
38Cordant, Inc.$14.1M
39Somnio Financial Group, LLC$13.9M
40Plancorp, LLC$13.8M
41Magnolia Wealth Management, LLC$13.1M
42Grey Fox Wealth Advisors, LLC$12.8M
43Discipline Wealth Solutions, LLC$12.5M
44FC Advisory LLC$12.4M
45NWAM LLC$11.9M
46Financial Advisory Corp$11.7M
47Flagstone Financial Management$11.7M
48ATMOS ADVISORY, LLC$11.2M
49Omnia Family Wealth, LLC$10.9M
50Bear Mountain Capital, Inc.$10.8M
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Manager changes
#
1
SBI Okasan Asset Management Co.Ltd.
+$83.8M
2
Ballentine Partners, LLC
+$17.0M
3
VISTA CAPITAL PARTNERS, INC.
+$16.8M
4
Omnia Family Wealth, LLC
+$10.9M
5
Catalyst Capital Advisors LLC
+$9.4M
6
Millburn Ridgefield LLC /DE/
+$9.4M
7
EVERGREEN CAPITAL MANAGEMENT LLC
+$8.0M
8
REBALANCE, LLC
+$7.4M
9
Vertex Investment Solutions Co., Ltd.
+$6.7M
10
Avior Wealth Management, LLC
+$6.4M
11
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
+$5.9M
12
ACT WEALTH MANAGEMENT, LLC
+$5.5M
13
Falcon Wealth Planning
+$5.4M
14
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
+$5.3M
15
AA Financial Advisors, LLC
+$4.7M
16
DAVENPORT & Co LLC
+$4.2M
17
SAGE FINANCIAL GROUP INC
+$3.8M
18
Discipline Wealth Solutions, LLC
+$3.7M
19
HHM Wealth Advisors, LLC
+$3.7M
20
Kohmann Bosshard Financial Services, LLC
+$3.6M
21
J.W. COLE ADVISORS, INC.
+$3.5M
22
Vigilare Wealth Management
+$3.3M
23
PRESILIUM PRIVATE WEALTH, LLC
+$3.2M
24
DEFINE FINANCIAL, LLC
+$2.8M
25
PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
+$2.7M
26
TECTONIC ADVISORS LLC
+$2.6M
27
Magnolia Wealth Management, LLC
+$2.3M
28
Omega Financial Group, LLC
+$2.3M
29
Rodgers & Associates, LTD
+$2.2M
30
Value Investment Professionals, LLC
+$2.2M
31
Grey Fox Wealth Advisors, LLC
+$2.1M
32
Apollon Wealth Management, LLC
+$2.1M
33
GREENWOOD GEARHART LLC
+$2.0M
34
KWMG, LLC
+$1.8M
35
West Financial Advisors, LLC
+$1.7M
36
CYPRESS FINANCIAL PLANNING LLC
+$1.7M
37
COMMUNITY TRUST & INVESTMENT CO
+$1.7M
38
Narwhal Capital Management
+$1.7M
39
Cordant, Inc.
+$1.7M
40
TCV Trust & Wealth Management, Inc.
+$1.6M
41
Alliance Wealth Advisors, LLC /UT
+$1.6M
42
MISSION WEALTH MANAGEMENT, LP
+$1.5M
43
Factor Wealth Management LTD
+$1.5M
44
QRG CAPITAL MANAGEMENT, INC.
+$1.4M
45
Envestnet Portfolio Solutions, Inc.
+$1.4M
46
Farnam Financial LLC
+$1.4M
47
Fort Henry Capital, LLC
+$1.4M
48
Somnio Financial Group, LLC
+$1.4M
49
Flagstone Financial Management
+$1.2M
50
Gray Private Wealth, LLC
+$1.2M
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Filing Research | VANGUARD INDEX FDS Institutional Holdings