Filing Research | VANGUARD SCOTTSDALE FDS Institutional Holdings

Snapshot holdings

50 / 67 loaded

#		Instrument	quantity
1	TOMPKINS FINANCIAL CORP	Shares	297.9KSH	$98.7M
2	Diversified Trust Co	Shares	80.2KSH	$26.6M
3	ADIRONDACK TRUST CO	Shares	36.1KSH	$12.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.5KSH	$7.8M
5	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	11.1KSH	$3.7M
6	Apella Capital, LLC	Shares	11.1KSH	$3.7M
7	FSA Investment Group, LLC	Shares	10.0KSH	$3.3M
8	LANARK FINANCIAL, INC.	Shares	9.4KSH	$3.1M
9	Verus Financial Partners, Inc.	Shares	7.8KSH	$2.6M
10	Embree Financial Group	Shares	7.4KSH	$2.5M
11	Wedmont Private Capital	Shares	7.0KSH	$2.3M
12	Silver Coast Investments LLC	Shares	6.7KSH	$2.2M
13	EVOLUTION WEALTH MANAGEMENT INC.	Shares	5.8KSH	$1.9M
14	FLAGSHIP HARBOR ADVISORS, LLC	Shares	5.8KSH	$1.9M
15	ORRSTOWN FINANCIAL SERVICES INC	Shares	5.2KSH	$1.7M
16	JOHNSON INVESTMENT COUNSEL INC	Shares	5.0KSH	$1.7M
17	First Financial Bank - Trust Division	Shares	3.7KSH	$1.2M
18	PVG ASSET MANAGEMENT CORP	Shares	3.7KSH	$1.2M
19	Sequoia Financial Advisors, LLC	Shares	3.3KSH	$1.1M
20	Everhart Financial Group, Inc.	Shares	3.1KSH	$1.0M
21	NorthCrest Asset Manangement, LLC	Shares	3.1KSH	$1.0M
22	DAVIDSON INVESTMENT ADVISORS	Shares	3.1KSH	$1.0M
23	Avidian Wealth Enterprises, LLC	Shares	3.0KSH	$997.9K
24	Farther Finance Advisors, LLC	Shares	2.9KSH	$975.4K
25	QRG CAPITAL MANAGEMENT, INC.	Shares	2.6KSH	$860.7K
26	IFP Advisors, Inc	Shares	2.5KSH	$835.5K
27	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	Shares	2.5KSH	$830.3K
28	Forum Financial Management, LP	Shares	2.5KSH	$820.6K
29	FULTON BANK, N.A.	Shares	2.2KSH	$739.1K
30	Nilsine Partners, LLC	Shares	2.2KSH	$730.6K
31	Grove Street Fiduciary, LLC	Shares	2.0KSH	$660.2K
32	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	1.9KSH	$629.4K
33	ARS Wealth Advisors Group, LLC	Shares	1.8KSH	$608.0K
34	Wealth Care LLC	Shares	1.8KSH	$601.5K
35	Wealthcare Advisory Partners LLC	Shares	1.8KSH	$584.5K
36	Brookstone Capital Management	Shares	1.7KSH	$577.7K
37	PRECEDENT WEALTH PARTNERS, LLC	Shares	1.6KSH	$545.2K
38	Arbor Investment Advisors, LLC	Shares	1.6KSH	$536.6K
39	ANCHYRA PARTNERS LLC	Shares	1.5KSH	$512.7K
40	Sunpointe, LLC	Shares	1.5KSH	$509.1K
41	Prospera Financial Services Inc	Shares	1.5KSH	$497.1K
42	SHEETS SMITH WEALTH MANAGEMENT	Shares	1.2KSH	$413.0K
43	Radnor Capital Management, LLC	Shares	1.1KSH	$364.6K
44	RFG Advisory, LLC	Shares	1.1KSH	$357.2K
45	SONATA CAPITAL GROUP INC	Shares	910SH	$301.6K
46	AA Financial Advisors, LLC	Shares	899SH	$298.0K
47	BSW Wealth Partners	Shares	771SH	$255.4K
48	Abel Hall, LLC	Shares	669SH	$221.9K
49	J.W. COLE ADVISORS, INC.	Shares	631SH	$209.0K
50	Capital Investment Advisory Services, LLC	Shares	618SH	$204.7K

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

50 / 69 loaded

#		Instrument
1	TOMPKINS FINANCIAL CORP trimmed	Shares	-1.6K	+$12.6M	$98.7M
2	Diversified Trust Co added	Shares	+15	+$3.5M	$26.6M
3	ADIRONDACK TRUST CO added	Shares	+3.5K	+$2.6M	$12.0M
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.4K	+$1.1M	$7.8M
5	NorthCrest Asset Manangement, LLC new	Shares	+3.1K	+$1.0M	$1.0M
6	Wedmont Private Capital added	Shares	+1.2K	+$594.6K	$2.3M
7	NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed	Shares	-106	+$456.1K	$3.7M
8	LANARK FINANCIAL, INC. unchanged	Shares	0	+$413.7K	$3.1M
9	RFG Advisory, LLC new	Shares	+1.1K	+$357.2K	$357.2K
10	FSA Investment Group, LLC trimmed	Shares	-312	+$348.8K	$3.3M
11	Silver Coast Investments LLC added	Shares	+170	+$341.5K	$2.2M
12	JOHNSON INVESTMENT COUNSEL INC added	Shares	+232	+$287.5K	$1.7M
13	FLAGSHIP HARBOR ADVISORS, LLC added	Shares	+64	+$271.3K	$1.9M
14	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$254.4K	$1.9M
15	ORRSTOWN FINANCIAL SERVICES INC unchanged	Shares	0	+$226.2K	$1.7M
16	Abel Hall, LLC new	Shares	+669	+$221.9K	$221.9K
17	J.W. COLE ADVISORS, INC. new	Shares	+631	+$209.0K	$209.0K
18	Koesten, Hirschmann & Crabtree, INC. new	Shares	+611	+$202.6K	$202.6K
19	Apella Capital, LLC added	Shares	+5	+$189.4K	$3.7M
20	Brookstone Capital Management added	Shares	+326	+$170.2K	$577.7K
21	First Financial Bank - Trust Division unchanged	Shares	0	+$164.1K	$1.2M
22	Verus Financial Partners, Inc. trimmed	Shares	-58	+$149.1K	$2.6M
23	Sequoia Financial Advisors, LLC added	Shares	+2	+$146.0K	$1.1M
24	Avidian Wealth Enterprises, LLC added	Shares	+17	+$136.9K	$997.9K
25	Everhart Financial Group, Inc. trimmed	Shares	-18	+$132.1K	$1.0M
26	Farther Finance Advisors, LLC added	Shares	+10	+$124.3K	$975.4K
27	IFP Advisors, Inc unchanged	Shares	0	+$110.5K	$835.5K
28	Forum Financial Management, LP added	Shares	+6	+$110.4K	$820.6K
29	SILVIA MCCOLL WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$109.9K	$830.3K
30	ARS Wealth Advisors Group, LLC added	Shares	+100	+$109.3K	$608.0K
31	Grove Street Fiduciary, LLC unchanged	Shares	0	+$87.4K	$660.2K
32	PARSONS CAPITAL MANAGEMENT INC/RI unchanged	Shares	0	+$83.3K	$629.4K
33	DAVIDSON INVESTMENT ADVISORS trimmed	Shares	-185	+$81.0K	$1.0M
34	Wealth Care LLC unchanged	Shares	0	+$79.6K	$601.5K
35	Wealthcare Advisory Partners LLC unchanged	Shares	0	+$77.3K	$584.5K
36	PRECEDENT WEALTH PARTNERS, LLC added	Shares	+6	+$73.9K	$545.2K
37	Arbor Investment Advisors, LLC unchanged	Shares	0	+$71.0K	$536.6K
38	Prospera Financial Services Inc unchanged	Shares	0	+$65.8K	$497.1K
39	Sunpointe, LLC trimmed	Shares	-10	+$64.5K	$509.1K
40	Nilsine Partners, LLC added	Shares	+63	+$54.1K	$730.6K
41	SHEETS SMITH WEALTH MANAGEMENT trimmed	Shares	-12	+$51.2K	$413.0K
42	Radnor Capital Management, LLC unchanged	Shares	0	+$48.2K	$364.6K
43	SONATA CAPITAL GROUP INC unchanged	Shares	0	+$39.9K	$301.6K
44	AA Financial Advisors, LLC trimmed	Shares	-5	+$38.0K	$298.0K
45	BSW Wealth Partners unchanged	Shares	0	+$33.8K	$255.4K
46	FULTON BANK, N.A. trimmed	Shares	-228	+$32.2K	$739.1K
47	Capital Investment Advisory Services, LLC unchanged	Shares	0	+$27.1K	$204.7K
48	JFS WEALTH ADVISORS, LLC added	Shares	+1	+$26.2K	$194.6K
49	ANCHYRA PARTNERS LLC trimmed	Shares	-161	+$21.5K	$512.7K
50	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$20.4K	$165.2K

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