VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0.06% | 0.05% | #289 | $1.08B | 13.2M | $852.4M | 2.2M | +11.1M+508.55% | Add | |
| MORGAN STANLEY | 0.02% | 0.02% | #406 | $432.7M | 5.2M | $362.7M | 832,993 | +4.4M+528.68% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.02% | 0.02% | #400 | $383.6M | 4.6M | $267.4M | 655,893 | +4.0M+607.97% | Add | |
| UBS Group AG | 0.04% | 0.04% | #339 | $310.1M | 3.8M | $253.7M | 622,304 | +3.1M+503.17% | Add | |
| LPL Financial LLC | 0.06% | 0.06% | #280 | $272.6M | 3.3M | $234.1M | 574,115 | +2.7M+474.66% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.05% | 0.04% | #312 | $214.3M | 2.6M | $164.2M | 402,674 | +2.2M+544.05% | Add | |
| AMERIPRISE FINANCIAL INC | 0.03% | 0.03% | #368 | $156.3M | 1.9M | $127.3M | 312,762 | +1.6M+503.90% | Add | |
| TD PRIVATE CLIENT WEALTH LLC | 2.6% | 2.26% | #20 | $141.7M | 1.7M | $108.8M | 266,977 | +1.4M+542.41% | Add | |
| WELLS FARGO & COMPANY/MN | 0.02% | 0.01% | #415 | $134.9M | 1.6M | $77.2M | 189,287 | +1.4M+762.52% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.03% | 0.03% | #364 | $119.5M | 1.4M | $95.4M | 234,029 | +1.2M+518.08% | Add | |
| OSAIC HOLDINGS, INC. | 0.11% | 0.11% | #209 | $97.1M | 1.2M | $76.4M | 187,041 | +987,242+527.82% | Add | |
| Corient Private Wealth LLC | 0.07% | 0.12% | #269 | $89.5M | 1.1M | $87.0M | 213,352 | +870,079+407.81% | Add | |
| Arista Wealth Management, LLC | 9.4% | 8.93% | #6 | $87.1M | 1.1M | $73.4M | 179,965 | +874,638+486.00% | Add | |
| Joel Isaacson & Co., LLC | 2.17% | 2.02% | #26 | $75.1M | 908,664 | $61.0M | 149,623 | +759,041+507.30% | Add | |
| Focus Partners Wealth | 0.07% | 0.07% | #248 | $73.1M | 884,646 | $59.3M | 179,343 | +705,303+393.27% | Add | |
| Equitable Holdings, Inc. | 0.43% | 0.34% | #87 | $72.4M | 876,607 | $52.1M | 117,602 | +759,005+645.40% | Add | |
| Private Advisor Group, LLC | 0.31% | 0.14% | #111 | $68.8M | 832,385 | $30.6M | 75,128 | +757,257+1,007.96% | Add | |
| Cerity Partners LLC | 0.07% | 0.07% | #261 | $58.8M | 711,922 | $47.4M | 115,914 | +596,008+514.18% | Add | |
| Mariner, LLC | 0.05% | 0.08% | #303 | $51.3M | 620,540 | $67.9M | 166,650 | +453,890+272.36% | Add | |
| PETREDIS INVESTMENT ADVISORS LLC | 3.14% | 3.12% | #16 | $46.6M | 564,186 | $38.1M | 93,517 | +470,669+503.30% | Add | |
| HighTower Advisors, LLC | 0.04% | 0.04% | #322 | $46.5M | 562,721 | $37.8M | 92,784 | +469,937+506.48% | Add | |
| Essex Financial Services, Inc. | 2.2% | 2.05% | #25 | $44.2M | 534,985 | $36.5M | 89,557 | +445,428+497.37% | Add | |
| Principle Wealth Partners LLC | 2.1% | 1.46% | #27 | $42.6M | 515,413 | $25.6M | 62,845 | +452,568+720.13% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.02% | 0.01% | #417 | $40.7M | 492,640 | $22.0M | 53,972 | +438,668+812.77% | Add | |
| Cetera Investment Advisers | 0.03% | 0.03% | #357 | $37.9M | 458,376 | $30.1M | 73,900 | +384,476+520.27% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.09% | 0.08% | #237 | $37.3M | 451,471 | $31.9M | 78,347 | +373,124+476.25% | Add | |
| Apella Capital, LLC | 0.51% | 0.54% | #68 | $36.4M | 445,787 | $36.6M | 79,155 | +366,632+463.18% | Add | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #586 | $36.3M | 439,091 | $30.0M | 73,581 | +365,510+496.75% | Add | |
| JONES FINANCIAL COMPANIES LLLP | 0.01% | 0.01% | #470 | $36.3M | 455,097 | $25.2M | 63,877 | +391,220+612.46% | Add | |
| Wheelhouse Advisory Group LLC | 8.94% | 8.46% | #7 | $31.7M | 383,497 | $25.5M | 62,639 | +320,858+512.23% | Add | |
| Kropog Financial Group, LLC | 21.83% | 20.47% | #1 | $31.0M | 374,994 | $25.2M | 61,805 | +313,189+506.74% | Add | |
| Merit Financial Group, LLC | 0.19% | 0.19% | #154 | $30.5M | 369,250 | $25.6M | 62,819 | +306,431+487.80% | Add | |
| Connecticut Wealth Management, LLC | 1.12% | 1.05% | #41 | $30.2M | 365,063 | $24.9M | 61,170 | +303,893+496.80% | Add | |
| Kestra Advisory Services, LLC | 0.1% | 0.08% | #225 | $30.0M | 363,150 | $22.1M | 54,228 | +308,922+569.67% | Add | |
| Cornerstone Advisory, LLC | 2.46% | 2.32% | #22 | $29.6M | 358,268 | $24.6M | 60,231 | +298,037+494.82% | Add | |
| Modern Wealth Management, LLC | 0.34% | 0.02% | #103 | $28.7M | 347,334 | $1.4M | 3,295 | +344,039+10,441.24% | Add | |
| Janney Montgomery Scott LLC | 0.05% | 0.05% | #313 | $26.1M | 315,822 | $21.4M | 52,487 | +263,335+501.71% | Add | |
| Steffes Financial, Ltd. | 11.25% | 11.06% | #4 | $26.1M | 315,325 | $21.0M | 51,412 | +263,913+513.33% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.03% | #366 | $25.7M | 310,959 | $21.4M | 52,507 | +258,452+492.22% | Add | |
| TRUIST FINANCIAL CORP | 0.03% | 0.03% | #375 | $25.4M | 307,148 | $20.7M | 50,692 | +256,456+505.91% | Add | |
| Quantinno Capital Management LP | 0.03% | 0.03% | #376 | $24.8M | 299,972 | $19.6M | 48,099 | +251,873+523.66% | Add | |
| Cerro Pacific Wealth Advisors LLC | 5.37% | 4.85% | #8 | $23.8M | 287,480 | $18.5M | 45,376 | +242,104+533.55% | Add | |
| MML INVESTORS SERVICES, LLC | 0.05% | 0.04% | #316 | $23.5M | 284,264 | $15.7M | 38,465 | +245,799+639.02% | Add | |
| Curry Webb Wealth Management LLC | 9.7% | 8.95% | #5 | $23.4M | 283,598 | $18.9M | 46,455 | +237,143+510.48% | Add | |
| FMR LLC | <0.01% | <0.01% | #689 | $23.4M | 282,925 | $18.0M | 44,135 | +238,790+541.04% | Add | |
| Composition Wealth, LLC | 0.27% | 0.26% | #119 | $22.8M | 275,764 | $18.8M | 46,039 | +229,725+498.98% | Add | |
| Sanctuary Advisors, LLC | 0.11% | 0.03% | #217 | $22.8M | 275,423 | $6.3M | 15,515 | +259,908+1,675.20% | Add | |
| Rockefeller Capital Management L.P. | 0.03% | 0.02% | #355 | $22.7M | 275,067 | $13.9M | 34,034 | +241,033+708.21% | Add | |
| ArchPoint Investors | 4.76% | 4.41% | #9 | $22.5M | 272,490 | $18.5M | 45,415 | +227,075+500.00% | Add | |
| Gotham Asset Management, LLC | 0.05% | 0.05% | #306 | $22.3M | 270,459 | $17.8M | 43,698 | +226,761+518.93% | Add |