Filing Research | VANGUARD ADMIRAL FDS INC Institutional Holdings

Snapshot holdings

50 / 230 loaded

#		Instrument	quantity
1	Arista Wealth Management, LLC	Shares	1.1MSH	$87.1M
2	Shakespeare Wealth Management, LLC	Shares	839.2KSH	$69.3M
3	PETREDIS INVESTMENT ADVISORS LLC	Shares	564.2KSH	$46.6M
4	Apella Capital, LLC	Shares	445.8KSH	$36.4M
5	Wheelhouse Advisory Group LLC	Shares	383.5KSH	$31.7M
6	Merit Financial Group, LLC	Shares	369.3KSH	$30.5M
7	Cerro Pacific Wealth Advisors LLC	Shares	287.5KSH	$23.8M
8	Composition Wealth, LLC	Shares	275.8KSH	$22.8M
9	Graves Light Lenhart Wealth, Inc.	Shares	258.8KSH	$21.4M
10	Stordahl Capital Management, Inc.	Shares	250.0KSH	$20.7M
11	Keystone Financial Services, LLC	Shares	235.2KSH	$19.4M
12	ENTRUST FINANCIAL LLC	Shares	218.9KSH	$18.1M
13	FIFTH THIRD SECURITIES, INC.	Shares	182.7KSH	$15.1M
14	J.W. COLE ADVISORS, INC.	Shares	181.2KSH	$15.0M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	179.0KSH	$14.9M
16	Relyea Zuckerberg Hanson LLC	Shares	173.9KSH	$14.4M
17	Magnus Financial Group LLC	Shares	128.7KSH	$10.6M
18	Cooper Financial Group	Shares	118.7KSH	$9.8M
19	EHRLICH FINANCIAL GROUP	Shares	105.5KSH	$8.7M
20	Brookstone Capital Management	Shares	90.0KSH	$7.4M
21	INDEPENDENT FINANCIAL GROUP, LLC	Shares	78.2KSH	$6.5M
22	ENCOMPASS WEALTH ADVISORS, LLC	Shares	75.7KSH	$6.3M
23	ABSOLUTE CAPITAL MANAGEMENT, LLC	Shares	74.5KSH	$6.2M
24	IAMS WEALTH MANAGEMENT, LLC	Shares	72.4KSH	$6.0M
25	Mesirow Financial Investment Management, Inc.	Shares	57.0KSH	$4.7M
26	Royal Fund Management, LLC	Shares	51.1KSH	$4.2M
27	Verum Partners LLC	Shares	50.1KSH	$4.1M
28	Apollon Wealth Management, LLC	Shares	46.5KSH	$3.8M
29	D.A. DAVIDSON & CO.	Shares	40.8KSH	$3.4M
30	CoreCap Advisors, LLC	Shares	40.8KSH	$3.4M
31	Sequoia Financial Advisors, LLC	Shares	38.6KSH	$3.2M
32	Sherman Wealth Management LLC	Shares	37.8KSH	$3.1M
33	TOMPKINS FINANCIAL CORP	Shares	37.6KSH	$3.1M
34	JFS WEALTH ADVISORS, LLC	Shares	36.1KSH	$3.0M
35	Farther Finance Advisors, LLC	Shares	31.4KSH	$2.6M
36	Significant Wealth Partners LLC	Shares	31.1KSH	$2.6M
37	Essex Bank	Shares	28.0KSH	$2.3M
38	Prospera Financial Services Inc	Shares	27.1KSH	$2.2M
39	GEN Financial Management, INC.	Shares	26.2KSH	$2.2M
40	EverSource Wealth Advisors, LLC	Shares	26.2KSH	$2.2M
41	WEBSTERROGERS FINANCIAL ADVISORS, LLC	Shares	24.1KSH	$2.0M
42	PARSONS CAPITAL MANAGEMENT INC/RI	Shares	23.9KSH	$2.0M
43	B.O.S.S. Retirement Advisors, LLC	Shares	23.0KSH	$1.9M
44	High Note Wealth, LLC	Shares	22.7KSH	$1.9M
45	J. M. Brown & Associates Inc.	Shares	21.6KSH	$1.8M
46	Midwest Financial Network, LLC	Shares	21.5KSH	$1.8M
47	KWB Wealth	Shares	20.7KSH	$1.7M
48	Cornerstone Wealth Management, LLC	Shares	19.9KSH	$1.6M
49	IFP Advisors, Inc	Shares	19.4KSH	$1.6M
50	SEAMOUNT FINANCIAL GROUP INC	Shares	18.6KSH	$1.5M

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

50 / 235 loaded

#		Instrument
1	Shakespeare Wealth Management, LLC added	Shares	+731.8K	+$25.6M	$69.3M
2	J.W. COLE ADVISORS, INC. new	Shares	+181.2K	+$15.0M	$15.0M
3	Arista Wealth Management, LLC added	Shares	+874.6K	+$13.8M	$87.1M
4	PETREDIS INVESTMENT ADVISORS LLC added	Shares	+470.7K	+$8.5M	$46.6M
5	Wheelhouse Advisory Group LLC added	Shares	+320.9K	+$6.1M	$31.7M
6	Graves Light Lenhart Wealth, Inc. added	Shares	+221.2K	+$6.1M	$21.4M
7	Cerro Pacific Wealth Advisors LLC added	Shares	+242.1K	+$5.3M	$23.8M
8	Merit Financial Group, LLC added	Shares	+306.4K	+$4.9M	$30.5M
9	Composition Wealth, LLC added	Shares	+229.7K	+$4.0M	$22.8M
10	Stordahl Capital Management, Inc. added	Shares	+207.6K	+$3.4M	$20.7M
11	Keystone Financial Services, LLC added	Shares	+194.9K	+$3.0M	$19.4M
12	ENTRUST FINANCIAL LLC added	Shares	+181.8K	+$3.0M	$18.1M
13	IAMS WEALTH MANAGEMENT, LLC added	Shares	+64.9K	+$2.9M	$6.0M
14	Relyea Zuckerberg Hanson LLC added	Shares	+144.8K	+$2.5M	$14.4M
15	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+148.8K	+$2.4M	$14.9M
16	FIFTH THIRD SECURITIES, INC. added	Shares	+150.5K	+$2.0M	$15.1M
17	EHRLICH FINANCIAL GROUP added	Shares	+88.5K	+$1.8M	$8.7M
18	Cooper Financial Group added	Shares	+98.9K	+$1.7M	$9.8M
19	Magnus Financial Group LLC added	Shares	+106.9K	+$1.7M	$10.6M
20	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+66.2K	+$1.6M	$6.5M
21	Brookstone Capital Management added	Shares	+75.3K	+$1.4M	$7.4M
22	JFS WEALTH ADVISORS, LLC added	Shares	+32.2K	+$1.4M	$3.0M
23	SCHNIEDERS CAPITAL MANAGEMENT, LLC. new	Shares	+16.3K	+$1.3M	$1.3M
24	ENCOMPASS WEALTH ADVISORS, LLC added	Shares	+63.3K	+$1.2M	$6.3M
25	Lansing Street Advisors new	Shares	+12.2K	+$1.0M	$1.0M
26	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC new	Shares	+11.9K	+$979.5K	$979.5K
27	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+61.8K	+$977.5K	$6.2M
28	Traynor Capital Management, Inc. new	Shares	+11.2K	+$925.7K	$925.7K
29	Core Wealth Partners LLC new	Shares	+10.1K	+$837.5K	$837.5K
30	Sequoia Financial Advisors, LLC added	Shares	+32.8K	+$824.6K	$3.2M
31	Apollon Wealth Management, LLC added	Shares	+39.0K	+$772.5K	$3.8M
32	PARSONS CAPITAL MANAGEMENT INC/RI added	Shares	+20.8K	+$716.8K	$2.0M
33	Significant Wealth Partners LLC added	Shares	+26.5K	+$715.5K	$2.6M
34	Mesirow Financial Investment Management, Inc. added	Shares	+47.1K	+$667.4K	$4.7M
35	D.A. DAVIDSON & CO. added	Shares	+34.1K	+$628.5K	$3.4M
36	Verum Partners LLC added	Shares	+41.5K	+$624.1K	$4.1M
37	Bogart Wealth, LLC added	Shares	+7.8K	+$612.8K	$651.6K
38	CoreCap Advisors, LLC added	Shares	+34.0K	+$596.6K	$3.4M
39	Sherman Wealth Management LLC added	Shares	+31.6K	+$593.5K	$3.1M
40	Royal Fund Management, LLC added	Shares	+42.2K	+$588.2K	$4.2M
41	EverSource Wealth Advisors, LLC added	Shares	+22.3K	+$573.9K	$2.2M
42	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added	Shares	+11.2K	+$554.0K	$1.0M
43	TOMPKINS FINANCIAL CORP added	Shares	+31.3K	+$551.0K	$3.1M
44	IFP Advisors, Inc added	Shares	+16.8K	+$518.1K	$1.6M
45	Essex Bank added	Shares	+23.5K	+$463.1K	$2.3M
46	SMI Advisory Services, LLC new	Shares	+5.3K	+$432.1K	$432.1K
47	Saxony Capital Management, LLC added	Shares	+10.2K	+$415.7K	$952.6K
48	GEN Financial Management, INC. added	Shares	+21.8K	+$384.3K	$2.2M
49	Farther Finance Advisors, LLC added	Shares	+26.0K	+$379.1K	$2.6M
50	Cornerstone Wealth Management, LLC added	Shares	+16.7K	+$372.6K	$1.6M

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