Filing Research | Vanguard Small-Cap Growth ETF Institutional Holdings

Snapshot holdings

50 / 437 loaded

#		Instrument	quantity
1	Cohen Klingenstein LLC	Shares	641.0KSH	$234.4M
2	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	149.1KSH	$54.5M
3	Rodgers & Associates, LTD	Shares	137.5KSH	$50.3M
4	Summit Financial Strategies, Inc.	Shares	135.7KSH	$49.6M
5	American Financial Advisors, LLC	Shares	114.2KSH	$41.8M
6	Waldron Private Wealth LLC	Shares	102.0KSH	$37.3M
7	Brickley Wealth Management	Shares	101.6KSH	$37.1M
8	Aaron Wealth Advisors LLC	Shares	97.0KSH	$35.5M
9	Avior Wealth Management, LLC	Shares	84.2KSH	$30.8M
10	Whitaker-Myers Wealth Managers, LTD.	Shares	78.3KSH	$28.6M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	78.0KSH	$27.6M
12	Merit Financial Group, LLC	Shares	72.4KSH	$26.5M
13	Retirement Investment Advisors, Inc.	Shares	72.2KSH	$25.2M
14	SAGE FINANCIAL GROUP INC	Shares	65.0KSH	$23.8M
15	BENJAMIN EDWARDS INC	Shares	60.9KSH	$22.3M
16	Robinswood Financial LLC	Shares	59.9KSH	$21.9M
17	Cornerstone Management, Inc.	Shares	57.2KSH	$20.9M
18	PRESILIUM PRIVATE WEALTH, LLC	Shares	54.6KSH	$20.0M
19	Systelligence, LLC	Shares	53.8KSH	$19.7M
20	Praetorian Wealth Management, Inc.	Shares	51.7KSH	$18.9M
21	Vawter Financial, Ltd.	Shares	51.1KSH	$18.7M
22	Focus Financial Network, Inc.	Shares	48.0KSH	$17.5M
23	LMCG INVESTMENTS, LLC	Shares	45.1KSH	$16.5M
24	Mechanics Bank Trust Department	Shares	43.9KSH	$16.1M
25	FC Advisory LLC	Shares	42.4KSH	$15.5M
26	Veery Capital, LLC	Shares	41.6KSH	$15.2M
27	INSPIRION WEALTH ADVISORS, LLC	Shares	41.9KSH	$15.2M
28	IFP Advisors, Inc	Shares	38.5KSH	$14.1M
29	Gladwyn Financial Advisors, Inc.	Shares	35.7KSH	$13.1M
30	Ocean Park Asset Management, LLC	Shares	35.5KSH	$13.0M
31	Relyea Zuckerberg Hanson LLC	Shares	33.4KSH	$12.2M
32	Trust Co of the South	Shares	32.4KSH	$11.8M
33	Marion Wealth Management	Shares	32.3KSH	$11.8M
34	Cornerstone Wealth Advisors, Inc.	Shares	31.7KSH	$11.6M
35	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	31.6KSH	$11.6M
36	CJM Wealth Advisers, Ltd.	Shares	29.9KSH	$10.9M
37	Forbes Financial Planning, Inc.	Shares	29.8KSH	$10.9M
38	ARVEST INVESTMENTS, INC.	Shares	29.7KSH	$10.9M
39	MassMutual Private Wealth & Trust, FSB	Shares	29.3KSH	$10.7M
40	OLD NATIONAL BANCORP /IN/	Shares	29.0KSH	$10.6M
41	Towerpoint Wealth, LLC	Shares	28.8KSH	$10.5M
42	Capital Management Associates, Inc	Shares	28.5KSH	$10.4M
43	D.A. DAVIDSON & CO.	Shares	28.4KSH	$10.4M
44	CARY STREET PARTNERS FINANCIAL LLC	Shares	28.1KSH	$10.3M
45	INDEPENDENT FINANCIAL GROUP, LLC	Shares	27.6KSH	$10.1M
46	GHP Investment Advisors, Inc.	Shares	27.0KSH	$9.9M
47	DOPKINS WEALTH MANAGEMENT, LLC	Shares	24.0KSH	$8.8M
48	RFG Advisory, LLC	Shares	23.8KSH	$8.7M
49	Copper Harbor Investment Advisors, LLC	Shares	23.6KSH	$8.6M
50	Ifrah Financial Services, Inc.	Shares	23.3KSH	$8.5M

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

50 / 447 loaded

#		Instrument
1	Cohen Klingenstein LLC trimmed	Shares	-20.4K	+$34.5M	$234.4M
2	Systelligence, LLC new	Shares	+53.8K	+$19.7M	$19.7M
3	Cornerstone Management, Inc. added	Shares	+25.2K	+$11.2M	$20.9M
4	STEPHENS GROUP ASSET MANAGEMENT, LLC trimmed	Shares	-180	+$9.4M	$54.5M
5	Rodgers & Associates, LTD trimmed	Shares	-2.2K	+$8.1M	$50.3M
6	Summit Financial Strategies, Inc. trimmed	Shares	-2.6K	+$7.8M	$49.6M
7	Brickley Wealth Management added	Shares	+746	+$6.7M	$37.1M
8	Retirement Investment Advisors, Inc. added	Shares	+9.6K	+$6.3M	$25.2M
9	American Financial Advisors, LLC trimmed	Shares	-3.5K	+$6.2M	$41.8M
10	Waldron Private Wealth LLC trimmed	Shares	-1.1K	+$6.1M	$37.3M
11	Aaron Wealth Advisors LLC trimmed	Shares	-187	+$6.1M	$35.5M
12	Whitaker-Myers Wealth Managers, LTD. added	Shares	+2.9K	+$5.8M	$28.6M
13	Relyea Zuckerberg Hanson LLC added	Shares	+8.9K	+$4.8M	$12.2M
14	Advisory Resource Group added	Shares	+12.8K	+$4.7M	$4.9M
15	SAGE FINANCIAL GROUP INC added	Shares	+506	+$4.3M	$23.8M
16	BENJAMIN EDWARDS INC added	Shares	+1.2K	+$4.2M	$22.3M
17	J.W. COLE ADVISORS, INC. new	Shares	+11.4K	+$4.2M	$4.2M
18	Robinswood Financial LLC added	Shares	+872	+$4.1M	$21.9M
19	Mechanics Bank Trust Department added	Shares	+3.5K	+$3.8M	$16.1M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+429	+$3.8M	$27.6M
21	Brookstone Capital Management added	Shares	+8.4K	+$3.7M	$6.9M
22	Trust Point Inc. added	Shares	+8.0K	+$3.5M	$6.3M
23	PRESILIUM PRIVATE WEALTH, LLC trimmed	Shares	-173	+$3.4M	$20.0M
24	Focus Financial Network, Inc. added	Shares	+1.1K	+$3.4M	$17.5M
25	Vawter Financial, Ltd. added	Shares	+148	+$3.3M	$18.7M
26	Trust Co of the South added	Shares	+4.1K	+$3.3M	$11.8M
27	DIVERSIFIED MANAGEMENT INC added	Shares	+7.4K	+$2.9M	$3.6M
28	Veery Capital, LLC added	Shares	+465	+$2.8M	$15.2M
29	VISTA INVESTMENT PARTNERS LLC new	Shares	+7.4K	+$2.7M	$2.7M
30	FC Advisory LLC trimmed	Shares	-11	+$2.7M	$15.5M
31	Praetorian Wealth Management, Inc. added	Shares	+275	+$2.6M	$18.9M
32	Merit Financial Group, LLC trimmed	Shares	-7.3K	+$2.4M	$26.5M
33	LMCG INVESTMENTS, LLC trimmed	Shares	-1.7K	+$2.3M	$16.5M
34	Gladwyn Financial Advisors, Inc. trimmed	Shares	-484	+$2.1M	$13.1M
35	Brindle & Bay Financial Advisors, LLC added	Shares	+2.8K	+$2.0M	$6.7M
36	Ocean Park Asset Management, LLC trimmed	Shares	-985	+$2.0M	$13.0M
37	ARVEST INVESTMENTS, INC. added	Shares	+210	+$2.0M	$10.9M
38	Marion Wealth Management trimmed	Shares	-333	+$1.9M	$11.8M
39	Forbes Financial Planning, Inc. trimmed	Shares	-86	+$1.9M	$10.9M
40	XY Planning Network, Inc. added	Shares	+4.6K	+$1.8M	$2.7M
41	Portside Wealth Group, LLC added	Shares	+3.0K	+$1.8M	$5.4M
42	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+76	+$1.8M	$10.3M
43	OLD NATIONAL BANCORP /IN/ trimmed	Shares	-408	+$1.7M	$10.6M
44	Towerpoint Wealth, LLC trimmed	Shares	-480	+$1.7M	$10.5M
45	Clayton Financial Group LLC added	Shares	+852	+$1.7M	$8.2M
46	Cornerstone Wealth Advisors, Inc. trimmed	Shares	-1.1K	+$1.7M	$11.6M
47	GHP Investment Advisors, Inc. trimmed	Shares	-242	+$1.6M	$9.9M
48	CJM Wealth Advisers, Ltd. trimmed	Shares	-890	+$1.6M	$10.9M
49	DOPKINS WEALTH MANAGEMENT, LLC added	Shares	+284	+$1.6M	$8.8M
50	INDEPENDENT FINANCIAL GROUP, LLC trimmed	Shares	-524	+$1.6M	$10.1M

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