Filing Research | VANGUARD HEALTH CARE ETF Institutional Holdings

Snapshot holdings

50 / 357 loaded

#		Instrument	quantity
1	Allied Investment Advisors, LLC	Shares	180.9KSH	$54.1M
2	ARMSTRONG ADVISORY GROUP, INC	Shares	117.4KSH	$35.1M
3	Wheelhouse Advisory Group LLC	Shares	89.8KSH	$26.9M
4	Capital Advantage, Inc.	Shares	88.7KSH	$26.5M
5	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	58.3KSH	$17.4M
6	Cedar Mountain Advisors, LLC	Shares	52.2KSH	$15.6M
7	Morningstar Investment Management LLC	Shares	56.5KSH	$15.4M
8	Lakeshore Financial Planning, Inc.	Shares	51.5KSH	$15.4M
9	Marotta Asset Management	Shares	50.6KSH	$15.2M
10	JOHNSON INVESTMENT COUNSEL INC	Shares	50.1KSH	$15.0M
11	Ballast, Inc.	Shares	46.1KSH	$13.8M
12	TITLEIST ASSET MANAGEMENT, LLC	Shares	44.3KSH	$13.3M
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	48.4KSH	$12.6M
14	DMKC Advisory Services, LLC	Shares	41.3KSH	$12.3M
15	SOUTHERN CAPITAL SERVICES INC /ADV	Shares	40.4KSH	$12.1M
16	MassMutual Private Wealth & Trust, FSB	Shares	40.0KSH	$12.0M
17	Focus Financial Network, Inc.	Shares	38.7KSH	$11.6M
18	Mosley Wealth Management	Shares	37.2KSH	$11.1M
19	Royal Fund Management, LLC	Shares	35.2KSH	$10.5M
20	TRUST CO OF OKLAHOMA	Shares	33.7KSH	$10.1M
21	Merit Financial Group, LLC	Shares	33.0KSH	$9.9M
22	FOUNDERS GROVE WEALTH PARTNERS, LLC	Shares	26.7KSH	$8.0M
23	IFP Advisors, Inc	Shares	25.6KSH	$7.7M
24	D.A. DAVIDSON & CO.	Shares	24.7KSH	$7.4M
25	Sharper & Granite LLC	Shares	24.7KSH	$7.4M
26	J.W. COLE ADVISORS, INC.	Shares	23.3KSH	$7.0M
27	Apollon Financial, LLC	Shares	22.9KSH	$6.8M
28	Trinity Legacy Partners, LLC	Shares	21.9KSH	$6.6M
29	David Kennon Inc	Shares	19.8KSH	$5.9M
30	Gibraltar Capital Management, Inc.	Shares	16.4KSH	$4.9M
31	Onyx Bridge Wealth Group LLC	Shares	16.2KSH	$4.8M
32	AMI INVESTMENT MANAGEMENT INC	Shares	16.1KSH	$4.8M
33	WEBSTER BANK, N. A.	Shares	16.0KSH	$4.8M
34	Guardian Wealth Management, LLC	Shares	15.0KSH	$4.5M
35	Sequoia Financial Advisors, LLC	Shares	14.9KSH	$4.5M
36	WASHINGTON GROWTH STRATEGIES LLC	Shares	14.9KSH	$4.4M
37	PENOBSCOT WEALTH MANAGEMENT	Shares	14.1KSH	$4.2M
38	Cornerstone Wealth Management, LLC	Shares	14.0KSH	$4.2M
39	PARK NATIONAL CORP /OH/	Shares	13.9KSH	$4.2M
40	Baron Financial Group, LLC	Shares	13.9KSH	$4.1M
41	Praetorian Wealth Management, Inc.	Shares	13.4KSH	$4.0M
42	SBI Securities Co., Ltd.	Shares	13.2KSH	$3.9M
43	EXCHANGE TRADED CONCEPTS, LLC	Shares	12.9KSH	$3.9M
44	Baker Ellis Asset Management LLC	Shares	12.8KSH	$3.8M
45	CORA CAPITAL ADVISORS LLC	Shares	12.1KSH	$3.6M
46	Altura Wealth Advisors Inc.	Shares	11.3KSH	$3.4M
47	RCW Management, LLC	Shares	11.0KSH	$3.3M
48	Joule Financial, LLC	Shares	10.6KSH	$3.2M
49	SHEETS SMITH WEALTH MANAGEMENT	Shares	9.2KSH	$2.8M
50	Farther Finance Advisors, LLC	Shares	9.1KSH	$2.7M

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

50 / 373 loaded

#		Instrument
1	Mosley Wealth Management added	Shares	+35.4K	+$10.6M	$11.1M
2	Allied Investment Advisors, LLC added	Shares	+9.2K	+$7.3M	$54.1M
3	Wheelhouse Advisory Group LLC added	Shares	+4.6K	+$3.6M	$26.9M
4	ARMSTRONG ADVISORY GROUP, INC added	Shares	+567	+$3.3M	$35.1M
5	Ballast, Inc. added	Shares	+5.9K	+$2.8M	$13.8M
6	DMKC Advisory Services, LLC added	Shares	+5.7K	+$2.6M	$12.3M
7	JOHNSON INVESTMENT COUNSEL INC added	Shares	+4.6K	+$2.6M	$15.0M
8	Capital Advantage, Inc. trimmed	Shares	-331	+$2.3M	$26.5M
9	SOUTHERN CAPITAL SERVICES INC /ADV added	Shares	+3.6K	+$2.1M	$12.1M
10	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+1.9K	+$2.1M	$17.4M
11	Focus Financial Network, Inc. added	Shares	+3.4K	+$2.0M	$11.6M
12	SAPIENT CAPITAL LLC new	Shares	+5.6K	+$1.7M	$1.7M
13	Royal Fund Management, LLC added	Shares	+2.1K	+$1.5M	$10.5M
14	Cedar Mountain Advisors, LLC added	Shares	+320	+$1.5M	$15.6M
15	Perennial Advisors, LLC added	Shares	+4.7K	+$1.4M	$1.8M
16	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+4.4K	+$1.4M	$2.8M
17	MISSION WEALTH MANAGEMENT, LP added	Shares	+4.1K	+$1.4M	$2.6M
18	TITLEIST ASSET MANAGEMENT, LLC added	Shares	+605	+$1.3M	$13.3M
19	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-109	+$1.0M	$12.0M
20	Great Diamond Partners, LLC new	Shares	+3.4K	+$1.0M	$1.0M
21	IFP Advisors, Inc added	Shares	+1.0K	+$966.0K	$7.7M
22	TRUST CO OF OKLAHOMA added	Shares	+11	+$900.9K	$10.1M
23	Merit Financial Group, LLC added	Shares	+13	+$883.6K	$9.9M
24	Sharper & Granite LLC added	Shares	+229	+$721.1K	$7.4M
25	Trinity Legacy Partners, LLC added	Shares	+343	+$669.0K	$6.6M
26	Hyposwiss Advisors SA new	Shares	+2.2K	+$650.7K	$650.7K
27	NorthCrest Asset Manangement, LLC added	Shares	+1.5K	+$649.4K	$2.1M
28	Dynamic Advisor Solutions LLC added	Shares	+1.7K	+$621.5K	$1.6M
29	FOUNDERS GROVE WEALTH PARTNERS, LLC trimmed	Shares	-408	+$601.6K	$8.0M
30	PENOBSCOT WEALTH MANAGEMENT added	Shares	+822	+$599.7K	$4.2M
31	Altura Wealth Advisors Inc. added	Shares	+1.1K	+$591.0K	$3.4M
32	Marotta Asset Management trimmed	Shares	-2.7K	+$579.3K	$15.2M
33	Apollon Financial, LLC trimmed	Shares	-213	+$552.5K	$6.8M
34	Guardian Wealth Management, LLC added	Shares	+528	+$543.6K	$4.5M
35	PARK NATIONAL CORP /OH/ added	Shares	+631	+$542.2K	$4.2M
36	Eagle Strategies LLC added	Shares	+1.3K	+$529.2K	$1.9M
37	Cornerstone Wealth Management, LLC added	Shares	+567	+$528.6K	$4.2M
38	David Kennon Inc trimmed	Shares	-2	+$528.5K	$5.9M
39	Gibraltar Capital Management, Inc. added	Shares	+300	+$519.1K	$4.9M
40	D.A. DAVIDSON & CO. trimmed	Shares	-569	+$505.0K	$7.4M
41	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-1.2K	+$489.2K	$12.6M
42	Madson Wealth Advisors Inc new	Shares	+1.6K	+$473.6K	$473.6K
43	J.W. COLE ADVISORS, INC. trimmed	Shares	-576	+$464.5K	$7.0M
44	WASHINGTON GROWTH STRATEGIES LLC unchanged	Shares	0	+$396.8K	$4.4M
45	CORA CAPITAL ADVISORS LLC added	Shares	+248	+$391.5K	$3.6M
46	Onyx Bridge Wealth Group LLC trimmed	Shares	-185	+$381.6K	$4.8M
47	Center for Financial Planning, Inc. added	Shares	+1.0K	+$362.2K	$872.8K
48	Capital Management Associates, Inc added	Shares	+500	+$358.4K	$2.5M
49	Farther Finance Advisors, LLC added	Shares	+432	+$340.8K	$2.7M
50	Sachetta, LLC added	Shares	+564	+$311.5K	$1.8M

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