Filing Research | Vanguard Mega Cap ETF Institutional Holdings

Snapshot holdings

50 / 175 loaded

#		Instrument	quantity
1	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	507.3KSH	$138.8M
2	Procyon Advisors, LLC	Shares	441.1KSH	$120.7M
3	Apella Capital, LLC	Shares	211.5KSH	$57.9M
4	Verus Financial Partners, Inc.	Shares	201.5KSH	$55.1M
5	Mesirow Financial Investment Management, Inc.	Shares	145.2KSH	$39.7M
6	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	97.5KSH	$26.7M
7	Praetorian Wealth Management, Inc.	Shares	94.6KSH	$25.9M
8	VSM Wealth Advisory, LLC	Shares	69.6KSH	$19.1M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	61.1KSH	$16.9M
10	Capital Advantage, Inc.	Shares	58.9KSH	$16.1M
11	Mosley Wealth Management	Shares	50.6KSH	$13.8M
12	TriaGen Wealth Management LLC	Shares	48.1KSH	$13.2M
13	STEPH & CO	Shares	45.3KSH	$12.4M
14	Physician Wealth Advisors, Inc.	Shares	44.8KSH	$12.3M
15	Segment Wealth Management, LLC	Shares	36.8KSH	$10.1M
16	Baker Ellis Asset Management LLC	Shares	35.6KSH	$9.7M
17	Prospera Financial Services Inc	Shares	31.8KSH	$8.7M
18	Diversified Trust Co	Shares	24.5KSH	$6.7M
19	FIDUCIARY ADVISORS, INC.	Shares	23.8KSH	$6.5M
20	Crews Bank & Trust	Shares	23.1KSH	$6.3M
21	EXCHANGE TRADED CONCEPTS, LLC	Shares	18.5KSH	$5.1M
22	David Kennon Inc	Shares	16.2KSH	$4.4M
23	McClarren Financial Advisors, Inc.	Shares	15.8KSH	$4.3M
24	Certified Advisory Corp	Shares	14.3KSH	$3.9M
25	HF Advisory Group, LLC	Shares	13.6KSH	$3.7M
26	Systelligence, LLC	Shares	12.1KSH	$3.3M
27	GUIDANCE CAPITAL, INC	Shares	11.2KSH	$3.1M
28	SFM, LLC	Shares	10.9KSH	$3.0M
29	Heartwood Wealth Advisors LLC	Shares	10.1KSH	$2.8M
30	R2 Capital Strategies, LLC	Shares	9.9KSH	$2.7M
31	CoreCap Advisors, LLC	Shares	9.4KSH	$2.6M
32	Eagle Strategies LLC	Shares	8.7KSH	$2.4M
33	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	8.6KSH	$2.3M
34	Legacy Advisory Services, LLC	Shares	8.5KSH	$2.3M
35	Buttonwood Financial Advisors Inc.	Shares	8.3KSH	$2.3M
36	SALEM INVESTMENT COUNSELORS INC	Shares	8.2KSH	$2.2M
37	IFP Advisors, Inc	Shares	7.5KSH	$2.1M
38	Royal Fund Management, LLC	Shares	6.9KSH	$1.9M
39	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	Shares	6.4KSH	$1.7M
40	OLD NATIONAL BANCORP /IN/	Shares	6.2KSH	$1.7M
41	Archford Capital Strategies, LLC	Shares	6.1KSH	$1.7M
42	Security Financial Services, INC.	Shares	6.1KSH	$1.7M
43	Tempus Wealth Planning, LLC	Shares	6.0KSH	$1.6M
44	INDEPENDENT FINANCIAL GROUP, LLC	Shares	6.0KSH	$1.6M
45	D.A. DAVIDSON & CO.	Shares	5.7KSH	$1.5M
46	Investment Planning Advisors, Inc.	Shares	5.6KSH	$1.5M
47	Venturi Wealth Management, LLC	Shares	4.9KSH	$1.3M
48	LongView Wealth Management	Shares	4.8KSH	$1.3M
49	Harbor Asset Planning, Inc.	Shares	4.8KSH	$1.3M
50	LANARK FINANCIAL, INC.	Shares	4.7KSH	$1.3M

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

50 / 182 loaded

#		Instrument
1	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+2.9K	+$19.6M	$138.8M
2	Procyon Advisors, LLC added	Shares	+1.0K	+$16.7M	$120.7M
3	Mosley Wealth Management added	Shares	+48.1K	+$13.2M	$13.8M
4	Mesirow Financial Investment Management, Inc. added	Shares	+12.7K	+$8.4M	$39.7M
5	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+8.1K	+$5.5M	$26.7M
6	Verus Financial Partners, Inc. trimmed	Shares	-246	+$3.4M	$55.1M
7	Praetorian Wealth Management, Inc. added	Shares	+1.7K	+$3.1M	$25.9M
8	SFM, LLC new	Shares	+10.9K	+$3.0M	$3.0M
9	VSM Wealth Advisory, LLC added	Shares	+9	+$2.6M	$19.1M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+606	+$2.5M	$16.9M
11	Capital Advantage, Inc. trimmed	Shares	-80	+$2.2M	$16.1M
12	STEPH & CO added	Shares	+1.1K	+$2.0M	$12.4M
13	TriaGen Wealth Management LLC added	Shares	+12	+$1.8M	$13.2M
14	Segment Wealth Management, LLC added	Shares	+1.7K	+$1.8M	$10.1M
15	Physician Wealth Advisors, Inc. added	Shares	+44	+$1.7M	$12.3M
16	Crews Bank & Trust added	Shares	+3.4K	+$1.7M	$6.3M
17	Prospera Financial Services Inc added	Shares	+1.8K	+$1.6M	$8.7M
18	Apella Capital, LLC trimmed	Shares	-5.9K	+$1.6M	$57.9M
19	Baker Ellis Asset Management LLC added	Shares	+104	+$1.4M	$9.7M
20	QRG CAPITAL MANAGEMENT, INC. new	Shares	+4.2K	+$1.2M	$1.2M
21	Certified Advisory Corp added	Shares	+1.8K	+$958.7K	$3.9M
22	Diversified Trust Co unchanged	Shares	0	+$915.1K	$6.7M
23	FIDUCIARY ADVISORS, INC. trimmed	Shares	-135	+$854.1K	$6.5M
24	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+2.6K	+$831.8K	$1.6M
25	David Kennon Inc trimmed	Shares	-165	+$563.8K	$4.4M
26	McClarren Financial Advisors, Inc. trimmed	Shares	-359	+$503.2K	$4.3M
27	HF Advisory Group, LLC trimmed	Shares	-37	+$498.2K	$3.7M
28	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-1.0K	+$448.6K	$5.1M
29	Heartwood Wealth Advisors LLC added	Shares	+23	+$381.5K	$2.8M
30	Eagle Strategies LLC added	Shares	+206	+$373.8K	$2.4M
31	ORSER CAPITAL MANAGEMENT, LLC new	Shares	+4.1K	+$361.8K	$361.8K
32	CoreCap Advisors, LLC trimmed	Shares	-7	+$349.4K	$2.6M
33	Legacy Advisory Services, LLC trimmed	Shares	-1	+$316.7K	$2.3M
34	SALEM INVESTMENT COUNSELORS INC trimmed	Shares	-36	+$295.4K	$2.2M
35	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-153	+$283.2K	$2.3M
36	CRA Financial Services, LLC new	Shares	+957	+$261.9K	$261.9K
37	PENOBSCOT WEALTH MANAGEMENT new	Shares	+931	+$254.8K	$254.8K
38	SILVIA MCCOLL WEALTH MANAGEMENT, LLC added	Shares	+46	+$247.9K	$1.7M
39	KPP Advisory Services LLC new	Shares	+862	+$235.9K	$235.9K
40	Merit Financial Group, LLC added	Shares	+346	+$230.7K	$1.1M
41	Mayflower Financial Advisors, LLC new	Shares	+840	+$229.8K	$229.8K
42	Royal Fund Management, LLC trimmed	Shares	-108	+$227.5K	$1.9M
43	Balefire, LLC new	Shares	+830	+$227.2K	$227.2K
44	J.W. COLE ADVISORS, INC. new	Shares	+819	+$224.2K	$224.2K
45	Tempus Wealth Planning, LLC unchanged	Shares	0	+$223.7K	$1.6M
46	Archford Capital Strategies, LLC trimmed	Shares	-72	+$211.5K	$1.7M
47	Valeo Financial Advisors, LLC new	Shares	+757	+$207.1K	$207.1K
48	Sowell Financial Services LLC new	Shares	+731	+$200.1K	$200.1K
49	Buttonwood Financial Advisors Inc. trimmed	Shares	-464	+$198.5K	$2.3M
50	D.A. DAVIDSON & CO. trimmed	Shares	-52	+$198.4K	$1.5M

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