Filing Research | VANGUARD SCOTTSDALE FDS Institutional Holdings

Snapshot holdings

50 / 176 loaded

#		Instrument	quantity
1	Aaron Wealth Advisors LLC	Shares	976.3KSH	$103.8M
2	WestHill Financial Advisors, Inc.	Shares	749.6KSH	$79.7M
3	EXCHANGE TRADED CONCEPTS, LLC	Shares	521.7KSH	$55.5M
4	Sequoia Financial Advisors, LLC	Shares	361.5KSH	$38.4M
5	Wealth Dimensions Group, Ltd.	Shares	332.0KSH	$35.3M
6	FSM Wealth Advisors, LLC	Shares	237.3KSH	$25.2M
7	Financial Synergies Wealth Advisors, Inc.	Shares	217.2KSH	$23.1M
8	Waldron Private Wealth LLC	Shares	209.6KSH	$22.3M
9	FIFTH THIRD SECURITIES, INC.	Shares	126.0KSH	$13.4M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	118.0KSH	$12.8M
11	HIGHLINE WEALTH PARTNERS LLC	Shares	115.6KSH	$12.3M
12	FIRST MERCHANTS CORP	Shares	97.1KSH	$10.3M
13	MISSION WEALTH MANAGEMENT, LP	Shares	85.4KSH	$9.1M
14	ASPIRIANT, LLC	Shares	72.5KSH	$7.7M
15	Relyea Zuckerberg Hanson LLC	Shares	48.4KSH	$5.1M
16	XML Financial, LLC	Shares	47.7KSH	$5.1M
17	Optas, LLC	Shares	46.6KSH	$5.0M
18	RFG Advisory, LLC	Shares	44.8KSH	$4.8M
19	Farther Finance Advisors, LLC	Shares	35.1KSH	$3.7M
20	FULTON BANK, N.A.	Shares	34.8KSH	$3.7M
21	Mesirow Financial Investment Management, Inc.	Shares	27.9KSH	$3.0M
22	SAPIENT CAPITAL LLC	Shares	25.5KSH	$2.7M
23	Aurelius Family Office LLC	Shares	25.1KSH	$2.7M
24	Wealthcare Advisory Partners LLC	Shares	24.6KSH	$2.6M
25	Winthrop Advisory Group LLC	Shares	24.5KSH	$2.6M
26	Aprio Wealth Management, LLC	Shares	24.5KSH	$2.6M
27	Embree Financial Group	Shares	24.3KSH	$2.6M
28	Wedmont Private Capital	Shares	23.5KSH	$2.5M
29	Envision Financial LLC	Shares	23.2KSH	$2.5M
30	Fortitude Family Office, LLC	Shares	23.1KSH	$2.5M
31	Lee, Kelleher & Klein Wealth Management	Shares	22.6KSH	$2.4M
32	LPWM LLC	Shares	20.9KSH	$2.2M
33	M3 Advisory Group, LLC	Shares	19.4KSH	$2.1M
34	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	18.1KSH	$1.9M
35	Accurate Wealth Management, LLC	Shares	17.7KSH	$1.9M
36	Goelzer Investment Management, Inc.	Shares	17.6KSH	$1.9M
37	DAVENPORT & Co LLC	Shares	16.5KSH	$1.8M
38	Arbor Investment Advisors, LLC	Shares	16.4KSH	$1.7M
39	HIGHLAND CAPITAL MANAGEMENT, LLC	Shares	15.7KSH	$1.7M
40	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	14.8KSH	$1.6M
41	FIRST HORIZON CORP	Shares	14.4KSH	$1.5M
42	Total Clarity Wealth Management, Inc.	Shares	13.9KSH	$1.5M
43	Verum Partners LLC	Shares	13.8KSH	$1.5M
44	D.A. DAVIDSON & CO.	Shares	13.8KSH	$1.5M
45	Trilogy Capital Inc.	Shares	12.4KSH	$1.3M
46	Asempa Wealth Advisors	Shares	12.0KSH	$1.3M
47	JFS WEALTH ADVISORS, LLC	Shares	11.6KSH	$1.2M
48	Ballentine Partners, LLC	Shares	11.5KSH	$1.2M
49	Monument Capital Management	Shares	11.4KSH	$1.2M
50	YARGER WEALTH STRATEGIES, LLC	Shares	10.8KSH	$1.2M

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

50 / 176 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+66.0K	+$12.7M	$55.5M
2	WestHill Financial Advisors, Inc. trimmed	Shares	-417	+$9.4M	$79.7M
3	Wealth Dimensions Group, Ltd. trimmed	Shares	-1.8K	+$4.0M	$35.3M
4	Sequoia Financial Advisors, LLC trimmed	Shares	-12.7K	+$3.3M	$38.4M
5	FSM Wealth Advisors, LLC added	Shares	+1.9K	+$3.2M	$25.2M
6	Financial Synergies Wealth Advisors, Inc. trimmed	Shares	-1.1K	+$2.6M	$23.1M
7	Waldron Private Wealth LLC trimmed	Shares	-5.7K	+$2.1M	$22.3M
8	Aprio Wealth Management, LLC added	Shares	+18.9K	+$2.1M	$2.6M
9	MISSION WEALTH MANAGEMENT, LP added	Shares	+10.2K	+$2.0M	$9.1M
10	Aaron Wealth Advisors LLC trimmed	Shares	-110.6K	+$1.9M	$103.8M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+2.1K	+$1.8M	$12.8M
12	HIGHLINE WEALTH PARTNERS LLC added	Shares	+2.5K	+$1.7M	$12.3M
13	FIFTH THIRD SECURITIES, INC. added	Shares	+186	+$1.6M	$13.4M
14	SAPIENT CAPITAL LLC added	Shares	+9.8K	+$1.2M	$2.7M
15	FIRST MERCHANTS CORP unchanged	Shares	0	+$1.2M	$10.3M
16	Monument Capital Management new	Shares	+11.4K	+$1.2M	$1.2M
17	Winthrop Advisory Group LLC added	Shares	+7.4K	+$1.0M	$2.6M
18	Farther Finance Advisors, LLC added	Shares	+5.7K	+$960.6K	$3.7M
19	ASPIRIANT, LLC added	Shares	+174	+$927.3K	$7.7M
20	XML Financial, LLC added	Shares	+3.4K	+$920.2K	$5.1M
21	DAVENPORT & Co LLC added	Shares	+5.3K	+$700.5K	$1.8M
22	Relyea Zuckerberg Hanson LLC trimmed	Shares	-33	+$605.6K	$5.1M
23	HIGHLAND CAPITAL MANAGEMENT, LLC added	Shares	+4.0K	+$568.8K	$1.7M
24	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+5.2K	+$552.0K	$552.0K
25	Sowell Financial Services LLC new	Shares	+5.1K	+$547.0K	$547.0K
26	LPWM LLC added	Shares	+2.2K	+$469.8K	$2.2M
27	Foguth Wealth Management, LLC. new	Shares	+4.3K	+$469.3K	$469.3K
28	FULTON BANK, N.A. added	Shares	+7	+$438.7K	$3.7M
29	Accurate Wealth Management, LLC added	Shares	+2.2K	+$403.5K	$1.9M
30	Fragasso Financial Advisors Inc added	Shares	+3.0K	+$382.7K	$928.3K
31	Hardin Capital Partners, LLC new	Shares	+3.1K	+$330.7K	$330.7K
32	Embree Financial Group unchanged	Shares	0	+$305.1K	$2.6M
33	RFG Advisory, LLC trimmed	Shares	-2.9K	+$291.9K	$4.8M
34	Fortitude Family Office, LLC unchanged	Shares	0	+$290.4K	$2.5M
35	Wealthcare Advisory Partners LLC trimmed	Shares	-608	+$252.3K	$2.6M
36	M3 Advisory Group, LLC trimmed	Shares	-4	+$243.7K	$2.1M
37	Arbor Investment Advisors, LLC added	Shares	+245	+$228.8K	$1.7M
38	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	+$227.7K	$1.9M
39	Foster Group, Inc. new	Shares	+2.1K	+$221.2K	$221.2K
40	Interchange Capital Partners, LLC new	Shares	+2.1K	+$220.6K	$220.6K
41	XY Planning Network, Inc. new	Shares	+2.0K	+$217.8K	$217.8K
42	Park Capital Management, LLC / WI new	Shares	+2.0K	+$212.6K	$212.6K
43	Total Clarity Wealth Management, Inc. added	Shares	+332	+$206.0K	$1.5M
44	Mesirow Financial Investment Management, Inc. trimmed	Shares	-1.6K	+$202.7K	$3.0M
45	FIRST HORIZON CORP added	Shares	+194	+$199.1K	$1.5M
46	Asempa Wealth Advisors added	Shares	+549	+$195.5K	$1.3M
47	ROFFMAN MILLER ASSOCIATES INC /PA/ added	Shares	+50	+$190.7K	$1.6M
48	Realta Investment Advisors new	Shares	+1.7K	+$181.8K	$181.8K
49	ABSOLUTE CAPITAL MANAGEMENT, LLC added	Shares	+1.4K	+$178.9K	$441.5K
50	Optas, LLC trimmed	Shares	-4.5K	+$168.6K	$5.0M

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