VANGUARD RUSSELL 1000 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.03% | 0.02% | #227 | $490.4M | 1.4M | $352.2M | 1.2M | +282,842+24.28% | Add | |
| AMERIPRISE FINANCIAL INC | 0.06% | 0.06% | #167 | $282.8M | 834,987 | $268.7M | 910,365 | -75,378-8.28% | Reduce | |
| FMR LLC | 0.01% | 0.01% | #281 | $246.5M | 727,608 | $221.0M | 748,759 | -21,151-2.82% | Reduce | |
| UBS Group AG | 0.03% | 0.03% | #218 | $230.2M | 679,587 | $209.9M | 711,234 | -31,647-4.45% | Reduce | |
| STIFEL FINANCIAL CORP | 0.15% | 0.13% | #111 | $175.8M | 519,135 | $144.1M | 488,395 | +30,740+6.29% | Add | |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 16.28% | 15.82% | #4 | $171.9M | 507,403 | $152.6M | 517,016 | -9,613-1.86% | Reduce | |
| Bank of New York Mellon Corp | 0.03% | 0.03% | #223 | $163.6M | 483,139 | $141.4M | 479,116 | +4,023+0.84% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #283 | $160.2M | 472,836 | $163.9M | 555,398 | -82,562-14.87% | Reduce | |
| CITIGROUP INC | 0.05% | 0.06% | #175 | $155.5M | 459,097 | $135.5M | 459,109 | -12-0.00% | Reduce | |
| Jordan Park Group LLC | 7.43% | 6.41% | #7 | $146.5M | 432,391 | $120.3M | 407,664 | +24,727+6.07% | Add | |
| Apella Capital, LLC | 1.72% | 1.58% | #21 | $121.8M | 359,515 | $106.4M | 330,603 | +28,912+8.75% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.03% | 0.03% | #217 | $108.7M | 320,828 | $92.1M | 311,963 | +8,865+2.84% | Add | |
| Waverly Advisors, LLC | 0.58% | 0.65% | #53 | $99.7M | 294,301 | $87.7M | 297,130 | -2,829-0.95% | Reduce | |
| Cerity Partners LLC | 0.12% | 0.12% | #125 | $97.4M | 287,674 | $85.6M | 290,154 | -2,480-0.85% | Reduce | |
| MAI Capital Management | 0.33% | 0.27% | #72 | $86.9M | 256,565 | $47.8M | 161,932 | +94,633+58.44% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.02% | 0.02% | #240 | $85.0M | 250,978 | $69.6M | 235,834 | +15,144+6.42% | Add | |
| Flower City Capital | 36.4% | 35.64% | #1 | $82.7M | 244,063 | $71.1M | 240,752 | +3,311+1.38% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #270 | $75.7M | 223,611 | $67.9M | 229,988 | -6,377-2.77% | Reduce | |
| Summit Trail Advisors, LLC | 0.91% | — | #40 | $72.1M | 212,940 | $0 | 0 | +212,940 | New Buy | |
| Colter Lewis Investment Partners LLC | 27.94% | — | #2 | $62.9M | 185,576 | $0 | 0 | +185,576 | New Buy | |
| Beacon Pointe Advisors, LLC | 0.28% | 0.27% | #80 | $59.9M | 176,755 | $50.7M | 171,696 | +5,059+2.95% | Add | |
| Sherrill & Hutchins Financial Advisory, Inc | 25.23% | 27.46% | #3 | $52.8M | 155,798 | $46.5M | 157,505 | -1,707-1.08% | Reduce | |
| Heartwood Wealth Advisors LLC | 3.96% | 3.76% | #10 | $50.9M | 150,400 | $43.1M | 146,084 | +4,316+2.95% | Add | |
| Hilltop Partners LLC | 11.33% | 19% | #5 | $46.8M | 138,127 | $74.0M | 250,902 | -112,775-44.95% | Reduce | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #345 | $42.4M | 125,051 | $34.3M | 116,149 | +8,902+7.66% | Add | |
| JONES FINANCIAL COMPANIES LLLP | 0.02% | 0.01% | #249 | $41.8M | 126,472 | $28.4M | 98,700 | +27,772+28.14% | Add | |
| HighTower Advisors, LLC | 0.04% | 0.04% | #195 | $39.6M | 116,860 | $35.1M | 118,906 | -2,046-1.72% | Reduce | |
| VANGUARD ADVISERS INC | 0.13% | 0.13% | #120 | $38.0M | 112,042 | $33.3M | 112,817 | -775-0.69% | Reduce | |
| OLD NATIONAL BANCORP /IN/ | 0.75% | 0.52% | #45 | $37.9M | 111,935 | $31.2M | 105,777 | +6,158+5.82% | Add | |
| Hirtle & Co., LLC | 1.18% | 0.96% | #35 | $35.8M | 105,694 | $27.9M | 94,531 | +11,163+11.81% | Add | |
| Cetera Investment Advisers | 0.03% | 0.03% | #211 | $33.7M | 99,482 | $29.2M | 98,852 | +630+0.64% | Add | |
| Pathstone Holdings, LLC | 0.1% | 0.08% | #139 | $32.7M | 96,431 | $19.9M | 67,485 | +28,946+42.89% | Add | |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.09% | 0.12% | #140 | $28.8M | 85,086 | $32.3M | 109,356 | -24,270-22.19% | Reduce | |
| AQR CAPITAL MANAGEMENT LLC | 0.01% | 0.01% | #289 | $27.3M | 80,637 | $23.6M | 79,941 | +696+0.87% | Add | |
| EVOKE WEALTH, LLC | 0.52% | 0.48% | #56 | $26.6M | 90,192 | $26.6M | 90,192 | 00.00% | Unchanged | |
| CHOREO, LLC | 0.28% | 0.27% | #79 | $26.2M | 77,331 | $21.9M | 74,259 | +3,072+4.14% | Add | |
| MML INVESTORS SERVICES, LLC | 0.05% | 0.04% | #171 | $26.0M | 76,622 | $13.1M | 44,455 | +32,167+72.36% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #322 | $25.8M | 76,260 | $31.9M | 108,146 | -31,886-29.48% | Reduce | |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 6.69% | 6.66% | #8 | $25.6M | 75,506 | $21.6M | 73,093 | +2,413+3.30% | Add | |
| 1900 WEALTH MANAGEMENT LLC | 1.4% | 1.37% | #27 | $25.2M | 74,306 | $21.4M | 72,441 | +1,865+2.57% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #368 | $24.8M | 73,816 | $20.3M | 70,910 | +2,906+4.10% | Add | |
| Zhang Financial LLC | 0.69% | 0.21% | #50 | $23.6M | 69,623 | $6.1M | 20,507 | +49,116+239.51% | Add | |
| Stegner Investment Associates Inc. | 10.84% | 10.88% | #6 | $22.8M | 67,323 | $19.9M | 67,320 | +3+0.00% | Add | |
| NICOLET BANKSHARES INC | 0.69% | 0.67% | #49 | $21.7M | 64,114 | $18.2M | 61,531 | +2,583+4.20% | Add | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.04% | 0.04% | #200 | $21.3M | 62,305 | $19.0M | 63,779 | -1,474-2.31% | Reduce | |
| Opus Capital Group, LLC | 2.06% | 2.03% | #18 | $21.2M | 62,628 | $18.8M | 63,822 | -1,194-1.87% | Reduce | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.03% | 0.03% | #228 | $20.5M | 60,641 | $19.2M | 65,087 | -4,446-6.83% | Reduce | |
| Arbor Investment Advisors, LLC | 2.05% | 2.05% | #19 | $18.1M | 53,349 | $15.7M | 53,283 | +66+0.12% | Add | |
| Modern Wealth Management, LLC | 0.2% | 0.3% | #88 | $17.1M | 50,499 | $17.4M | 58,401 | -7,902-13.53% | Reduce | |
| Focus Partners Wealth | 0.02% | 0.01% | #253 | $15.3M | 45,225 | $11.3M | 38,196 | +7,029+18.40% | Add |