Filing Research | VANGUARD INDEX FDS Institutional Holdings

Snapshot holdings

50 / 931 loaded

#		Instrument	quantity
1	SigFig Wealth Management, LLC	Shares	2.5MSH	$202.1M
2	MassMutual Private Wealth & Trust, FSB	Shares	1.8MSH	$144.3M
3	Catalyst Capital Advisors LLC	Shares	1.7MSH	$135.2M
4	Millburn Ridgefield LLC /DE/	Shares	1.7MSH	$135.2M
5	Merit Financial Group, LLC	Shares	1.7MSH	$134.9M
6	Financial Synergies Wealth Advisors, Inc.	Shares	1.5MSH	$123.1M
7	COUNTRY TRUST BANK	Shares	1.2MSH	$96.5M
8	DAVENPORT & Co LLC	Shares	1.1MSH	$88.2M
9	Avior Wealth Management, LLC	Shares	944.2KSH	$75.9M
10	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	758.0KSH	$61.1M
11	Center for Financial Planning, Inc.	Shares	678.3KSH	$54.6M
12	Bear Mountain Capital, Inc.	Shares	669.7KSH	$54.1M
13	CUTLER INVESTMENT COUNSEL LLC	Shares	654.5KSH	$52.7M
14	Farther Finance Advisors, LLC	Shares	626.8KSH	$50.5M
15	TCV Trust & Wealth Management, Inc.	Shares	620.0KSH	$50.0M
16	Heartwood Wealth Advisors LLC	Shares	619.6KSH	$49.9M
17	Ballast, Inc.	Shares	617.0KSH	$49.7M
18	ARKANSAS FINANCIAL GROUP, INC.	Shares	602.7KSH	$48.6M
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	594.6KSH	$48.1M
20	Pathway Financial Advisors LLC	Shares	590.1KSH	$47.5M
21	Wealthquest Corp	Shares	584.1KSH	$47.1M
22	Perkins Coie Trust Co	Shares	572.0KSH	$46.1M
23	Apella Capital, LLC	Shares	525.8KSH	$42.4M
24	Marquette Asset Management, LLC	Shares	520.5KSH	$41.9M
25	Fulcrum Capital LLC	Shares	500.1KSH	$40.3M
26	William Mack & Associates, Inc.	Shares	496.4KSH	$40.0M
27	Conrad Siegel Investment Advisors, Inc.	Shares	492.3KSH	$39.7M
28	TL Private Wealth	Shares	488.2KSH	$39.4M
29	D.A. DAVIDSON & CO.	Shares	452.4KSH	$36.4M
30	Consolidated Portfolio Review Corp	Shares	449.6KSH	$36.2M
31	Enclave Advisors LLC	Shares	448.3KSH	$36.1M
32	CARY STREET PARTNERS FINANCIAL LLC	Shares	443.3KSH	$35.7M
33	Eagle Strategies LLC	Shares	441.5KSH	$35.6M
34	SEARCY FINANCIAL SERVICES INC /ADV	Shares	402.8KSH	$32.5M
35	Procyon Advisors, LLC	Shares	396.0KSH	$31.9M
36	BCK Partners, Inc.	Shares	388.3KSH	$31.3M
37	Advantage Trust Co	Shares	368.1KSH	$29.7M
38	Wolff Financial Management LLC	Shares	367.1KSH	$29.6M
39	ST GERMAIN D J CO INC	Shares	365.6KSH	$29.5M
40	Trust Co of the South	Shares	363.1KSH	$29.3M
41	FIRST HORIZON CORP	Shares	361.3KSH	$29.1M
42	Grey Fox Wealth Advisors, LLC	Shares	356.4KSH	$28.7M
43	TECTONIC ADVISORS LLC	Shares	355.6KSH	$28.7M
44	Mesirow Financial Investment Management, Inc.	Shares	353.9KSH	$28.5M
45	American Financial Advisors, LLC	Shares	341.3KSH	$27.5M
46	Copper Harbor Investment Advisors, LLC	Shares	336.8KSH	$27.1M
47	Mason & Associates, LLC	Shares	320.8KSH	$25.8M
48	Gratus Wealth Advisors, LLC	Shares	318.4KSH	$25.7M
49	NORTHEAST INVESTMENT MANAGEMENT	Shares	307.2KSH	$24.7M
50	FIDELIS iM, LLC	Shares	305.8KSH	$24.6M

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

50 / 946 loaded

#		Instrument
1	Avior Wealth Management, LLC added	Shares	+898.1K	+$63.3M	$75.9M
2	Merit Financial Group, LLC added	Shares	+1.3M	+$31.9M	$134.9M
3	SigFig Wealth Management, LLC added	Shares	+1.9M	+$25.3M	$202.1M
4	DAVENPORT & Co LLC added	Shares	+870.3K	+$23.7M	$88.2M
5	Eagle Strategies LLC added	Shares	+398.8K	+$23.3M	$35.6M
6	William Mack & Associates, Inc. added	Shares	+417.1K	+$17.2M	$40.0M
7	J.W. COLE ADVISORS, INC. new	Shares	+207.4K	+$16.7M	$16.7M
8	MBM WEALTH CONSULTANTS, LLC added	Shares	+205.0K	+$16.0M	$16.7M
9	Catalyst Capital Advisors LLC added	Shares	+1.3M	+$14.2M	$135.2M
10	Millburn Ridgefield LLC /DE/ added	Shares	+1.3M	+$14.2M	$135.2M
11	QRG CAPITAL MANAGEMENT, INC. added	Shares	+174.5K	+$13.2M	$14.4M
12	Financial Synergies Wealth Advisors, Inc. added	Shares	+1.1M	+$11.8M	$123.1M
13	FIRST HORIZON CORP added	Shares	+292.3K	+$9.3M	$29.1M
14	Ballast, Inc. added	Shares	+476.0K	+$9.2M	$49.7M
15	WEST BANCORPORATION INC added	Shares	+140.0K	+$8.0M	$12.6M
16	Heartwood Wealth Advisors LLC added	Shares	+470.9K	+$7.2M	$49.9M
17	JOHNSON INVESTMENT COUNSEL INC added	Shares	+176.3K	+$6.9M	$17.1M
18	Farther Finance Advisors, LLC added	Shares	+474.5K	+$6.5M	$50.5M
19	Center for Financial Planning, Inc. added	Shares	+510.5K	+$6.5M	$54.6M
20	CUTLER INVESTMENT COUNSEL LLC added	Shares	+493.3K	+$6.4M	$52.7M
21	CoreCap Advisors, LLC added	Shares	+204.9K	+$6.4M	$20.4M
22	Apollon Wealth Management, LLC added	Shares	+112.8K	+$6.1M	$10.3M
23	Security National Bank new	Shares	+68.8K	+$5.5M	$5.5M
24	LEAVELL INVESTMENT MANAGEMENT, INC. added	Shares	+564.6K	+$5.5M	$61.1M
25	D.A. DAVIDSON & CO. added	Shares	+344.6K	+$5.5M	$36.4M
26	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+336.9K	+$5.2M	$35.7M
27	Grey Fox Wealth Advisors, LLC added	Shares	+274.2K	+$5.1M	$28.7M
28	TCV Trust & Wealth Management, Inc. added	Shares	+463.5K	+$5.0M	$50.0M
29	Perkins Coie Trust Co added	Shares	+428.7K	+$4.9M	$46.1M
30	Pathway Financial Advisors LLC added	Shares	+443.0K	+$4.9M	$47.5M
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+445.3K	+$4.8M	$48.1M
32	Marquette Asset Management, LLC added	Shares	+391.1K	+$4.8M	$41.9M
33	Conrad Siegel Investment Advisors, Inc. added	Shares	+369.7K	+$4.5M	$39.7M
34	TECTONIC ADVISORS LLC added	Shares	+271.1K	+$4.4M	$28.7M
35	Mesirow Financial Investment Management, Inc. added	Shares	+269.5K	+$4.3M	$28.5M
36	Sandy Cove Advisors, LLC added	Shares	+210.6K	+$4.3M	$21.9M
37	AdvisorNet Financial, Inc added	Shares	+211.8K	+$4.1M	$22.1M
38	Trust Co of the South added	Shares	+275.4K	+$4.1M	$29.3M
39	Consolidated Portfolio Review Corp added	Shares	+337.2K	+$3.9M	$36.2M
40	CITY NATIONAL BANK OF FLORIDA /MSD new	Shares	+46.0K	+$3.7M	$3.7M
41	American Financial Advisors, LLC added	Shares	+258.3K	+$3.7M	$27.5M
42	BCK Partners, Inc. added	Shares	+292.1K	+$3.7M	$31.3M
43	Procyon Advisors, LLC added	Shares	+297.3K	+$3.6M	$31.9M
44	Bear Mountain Capital, Inc. added	Shares	+505.5K	+$3.5M	$54.1M
45	Gratus Wealth Advisors, LLC added	Shares	+241.0K	+$3.4M	$25.7M
46	Mason & Associates, LLC added	Shares	+242.6K	+$3.4M	$25.8M
47	Wolff Financial Management LLC added	Shares	+275.7K	+$3.3M	$29.6M
48	SEARCY FINANCIAL SERVICES INC /ADV added	Shares	+301.3K	+$3.3M	$32.5M
49	NEW WAVE WEALTH ADVISORS LLC added	Shares	+56.6K	+$3.3M	$5.1M
50	TL Private Wealth added	Shares	+366.5K	+$3.3M	$39.4M

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