Filing Research | VANGUARD INDEX FDS Institutional Holdings

Snapshot holdings

50 / 644 loaded

#		Instrument	quantity
1	ASPIRIANT, LLC	Shares	1.7MSH	$424.2M
2	STEPHENS GROUP ASSET MANAGEMENT, LLC	Shares	463.1KSH	$112.5M
3	Retirement Investment Advisors, Inc.	Shares	398.4KSH	$96.3M
4	Rodgers & Associates, LTD	Shares	322.2KSH	$78.3M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	317.5KSH	$76.8M
6	Financial Advisory Corp	Shares	258.5KSH	$62.8M
7	Everhart Financial Group, Inc.	Shares	255.4KSH	$62.1M
8	Discipline Wealth Solutions, LLC	Shares	248.0KSH	$60.3M
9	Abacus Planning Group, Inc.	Shares	221.4KSH	$53.8M
10	Opal Wealth Advisors, LLC	Shares	199.5KSH	$48.5M
11	Foster Group, Inc.	Shares	184.8KSH	$44.9M
12	Marotta Asset Management	Shares	147.8KSH	$35.9M
13	WALLER FINANCIAL PLANNING GROUP, INC	Shares	146.7KSH	$35.6M
14	Waldron Private Wealth LLC	Shares	144.7KSH	$35.2M
15	Aaron Wealth Advisors LLC	Shares	142.1KSH	$34.5M
16	Grove Street Fiduciary, LLC	Shares	135.0KSH	$32.8M
17	Verus Financial Partners, Inc.	Shares	132.4KSH	$32.2M
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	131.1KSH	$31.9M
19	Grey Fox Wealth Advisors, LLC	Shares	130.3KSH	$31.7M
20	Wealth Architects, LLC	Shares	129.2KSH	$31.4M
21	Merit Financial Group, LLC	Shares	127.2KSH	$30.9M
22	Brickley Wealth Management	Shares	126.0KSH	$30.6M
23	Whitaker-Myers Wealth Managers, LTD.	Shares	114.7KSH	$27.9M
24	JOHNSON INVESTMENT COUNSEL INC	Shares	114.6KSH	$27.8M
25	Silver Coast Investments LLC	Shares	106.0KSH	$25.7M
26	Avior Wealth Management, LLC	Shares	90.7KSH	$22.0M
27	BENJAMIN EDWARDS INC	Shares	86.3KSH	$21.0M
28	CAPITAL WEALTH MANAGEMENT, LLC	Shares	84.1KSH	$20.4M
29	Robinswood Financial LLC	Shares	82.6KSH	$20.1M
30	INSPIRION WEALTH ADVISORS, LLC	Shares	81.4KSH	$19.8M
31	PRESILIUM PRIVATE WEALTH, LLC	Shares	80.8KSH	$19.6M
32	D.A. DAVIDSON & CO.	Shares	77.5KSH	$18.8M
33	Family CFO Inc	Shares	73.4KSH	$17.8M
34	ARVEST INVESTMENTS, INC.	Shares	73.2KSH	$17.8M
35	Sequoia Financial Advisors, LLC	Shares	70.4KSH	$17.1M
36	Traveka Wealth, LLC	Shares	68.3KSH	$16.6M
37	FLYWHEEL PRIVATE WEALTH LLC	Shares	64.5KSH	$15.7M
38	BancFirst Trust & Investment Management	Shares	62.8KSH	$15.2M
39	Apella Capital, LLC	Shares	62.1KSH	$15.0M
40	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	60.8KSH	$14.8M
41	Financial Synergies Wealth Advisors, Inc.	Shares	58.9KSH	$14.3M
42	Eagle Strategies LLC	Shares	57.6KSH	$14.0M
43	Veery Capital, LLC	Shares	57.5KSH	$14.0M
44	Praetorian Wealth Management, Inc.	Shares	57.4KSH	$14.0M
45	Center for Financial Planning, Inc.	Shares	56.0KSH	$13.6M
46	Capital Advantage, Inc.	Shares	55.3KSH	$13.4M
47	Forbes Financial Planning, Inc.	Shares	53.8KSH	$13.1M
48	Kohmann Bosshard Financial Services, LLC	Shares	52.6KSH	$12.8M
49	Gladwyn Financial Advisors, Inc.	Shares	52.3KSH	$12.7M
50	Oath Planning, LLC	Shares	51.9KSH	$12.6M

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

50 / 659 loaded

#		Instrument
1	Everhart Financial Group, Inc. added	Shares	+199.0K	+$49.8M	$62.1M
2	ASPIRIANT, LLC added	Shares	+6.0K	+$46.2M	$424.2M
3	Retirement Investment Advisors, Inc. added	Shares	+4.5K	+$12.9M	$96.3M
4	STEPHENS GROUP ASSET MANAGEMENT, LLC added	Shares	+323	+$12.0M	$112.5M
5	Rodgers & Associates, LTD added	Shares	+4.8K	+$9.3M	$78.3M
6	Discipline Wealth Solutions, LLC added	Shares	+10.3K	+$8.6M	$60.3M
7	Abacus Planning Group, Inc. added	Shares	+8.9K	+$7.6M	$53.8M
8	Mosley Wealth Management added	Shares	+27.3K	+$6.7M	$7.0M
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-7.1K	+$5.9M	$76.8M
10	Opal Wealth Advisors, LLC added	Shares	+1.4K	+$5.4M	$48.5M
11	JOHNSON INVESTMENT COUNSEL INC added	Shares	+11.3K	+$5.4M	$27.8M
12	Grey Fox Wealth Advisors, LLC added	Shares	+6.5K	+$4.8M	$31.7M
13	Whitaker-Myers Wealth Managers, LTD. added	Shares	+6.8K	+$4.4M	$27.9M
14	Foster Group, Inc. trimmed	Shares	-2.0K	+$4.3M	$44.9M
15	J.W. COLE ADVISORS, INC. new	Shares	+17.2K	+$4.2M	$4.2M
16	Mainsail Financial Group, LLC added	Shares	+13.8K	+$4.1M	$10.7M
17	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+2.6K	+$3.9M	$31.9M
18	Marotta Asset Management added	Shares	+39	+$3.6M	$35.9M
19	Brickley Wealth Management added	Shares	+1.2K	+$3.5M	$30.6M
20	Relyea Zuckerberg Hanson LLC added	Shares	+9.3K	+$3.2M	$11.2M
21	SAX WEALTH ADVISORS, LLC added	Shares	+13.5K	+$2.9M	$3.3M
22	Grove Street Fiduciary, LLC trimmed	Shares	-2.7K	+$2.9M	$32.8M
23	BENJAMIN EDWARDS INC added	Shares	+2.9K	+$2.9M	$21.0M
24	Robinswood Financial LLC added	Shares	+3.2K	+$2.8M	$20.1M
25	Wealth Architects, LLC trimmed	Shares	-2.6K	+$2.8M	$31.4M
26	FLYWHEEL PRIVATE WEALTH LLC added	Shares	+4.2K	+$2.6M	$15.7M
27	MISSION WEALTH MANAGEMENT, LP added	Shares	+9.3K	+$2.6M	$5.2M
28	Oath Planning, LLC added	Shares	+5.7K	+$2.6M	$12.6M
29	CAPITAL WEALTH MANAGEMENT, LLC added	Shares	+1.7K	+$2.5M	$20.4M
30	Portside Wealth Group, LLC added	Shares	+7.2K	+$2.5M	$9.0M
31	PRESILIUM PRIVATE WEALTH, LLC added	Shares	+1.6K	+$2.4M	$19.6M
32	ARVEST INVESTMENTS, INC. added	Shares	+2.1K	+$2.3M	$17.8M
33	Silver Coast Investments LLC trimmed	Shares	-2.0K	+$2.3M	$25.7M
34	XY Planning Network, Inc. added	Shares	+8.7K	+$2.2M	$2.7M
35	Farther Finance Advisors, LLC added	Shares	+3.3K	+$1.8M	$11.0M
36	Clayton Financial Group LLC added	Shares	+2.7K	+$1.8M	$11.4M
37	Veery Capital, LLC added	Shares	+1.4K	+$1.8M	$14.0M
38	Aaron Wealth Advisors LLC trimmed	Shares	-8.9K	+$1.7M	$34.5M
39	Family CFO Inc trimmed	Shares	-795	+$1.7M	$17.8M
40	Balance Wealth Partners LLC added	Shares	+1.7K	+$1.7M	$12.3M
41	Avior Wealth Management, LLC trimmed	Shares	-3.3K	+$1.6M	$22.0M
42	Gladwyn Financial Advisors, Inc. added	Shares	+1.2K	+$1.6M	$12.7M
43	Traveka Wealth, LLC trimmed	Shares	-674	+$1.6M	$16.6M
44	Capital Advantage, Inc. added	Shares	+859	+$1.6M	$13.4M
45	Brookstone Capital Management added	Shares	+3.2K	+$1.6M	$8.5M
46	D.A. DAVIDSON & CO. trimmed	Shares	-1.9K	+$1.6M	$18.8M
47	Kohmann Bosshard Financial Services, LLC added	Shares	+808	+$1.5M	$12.8M
48	Center for Financial Planning, Inc. added	Shares	+251	+$1.5M	$13.6M
49	Financial Synergies Wealth Advisors, Inc. trimmed	Shares	-206	+$1.5M	$14.3M
50	WALLER FINANCIAL PLANNING GROUP, INC trimmed	Shares	-10.6K	+$1.5M	$35.6M

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