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VANGUARD GROUP
(921908844)

Funds Reporting Holdings of VANGUARD GROUP according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
Mercer Investment Management Inc 6,319 $727,731k Jun 30, 2019 Aug 13, 2019
Stokes & Hubbell Capital Management LLC 778,278 $85,330k Mar 31, 2019 Apr 24, 2019
Berkshire Money Management Inc 575,389 $66,262k Jun 30, 2019 Jul 29, 2019
Foundations Investment Advisors LLC 370,888 $43,531k Jun 30, 2019 Jul 8, 2019
The Retirement Planning Group Inc 337,091 $38,819k Jun 30, 2019 Jul 25, 2019
Connecticut Wealth Management LLC 284,394 $32,751k Jun 30, 2019 Jul 29, 2019
Fundx Investment Group LLC 245,779 $28,304k Jun 30, 2019 Aug 5, 2019
Simplifi Inc 144,026 $16,586k Jun 30, 2019 Jul 23, 2019
Nicholas Hoffman & Company LLC 143,012 $16,469k Jun 30, 2019 Aug 12, 2019
KMS Financial Services Inc 211,483 $16,274k Sep 30, 2014 Nov 17, 2014
Highland Private Wealth Management 125,695 $14,475k Jun 30, 2019 Aug 13, 2019
Transamerica Financial Advisors Inc 123,656 $14,241k Jun 30, 2019 Aug 21, 2019
Strategic Financial Services Inc 120,354 $13,860k Jun 30, 2019 Aug 13, 2019
HM Capital Management LLC 118,165 $13,608k Jun 30, 2019 Jul 24, 2019
Newfocus Financial Group LLC 116,348 $13,399k Jun 30, 2019 Jul 23, 2019
Tuttle Tactical Management LLC 115,203 $13,267k Jun 30, 2019 Jul 29, 2019
Interactive Financial Advisors Inc 107,455 $12,375k Jun 30, 2019 Jul 17, 2019
Osborne Partners Capital Management LLC 96,688 $11,135k Jun 30, 2019 Jul 18, 2019
WSFS Capital Management LLC 87,927 $10,126k Jun 30, 2019 Aug 14, 2019
Financial Asset Management Corp 84,475 $9,728k Jun 30, 2019 Aug 14, 2019
Asset Management Group Inc 84,475 $9,728k Jun 30, 2019 Aug 14, 2019
Asset Management Corporation 84,475 $9,728k Jun 30, 2019 Aug 14, 2019
Asset Management Group Investment Corp 84,475 $9,728k Jun 30, 2019 Aug 14, 2019
Trust Asset Management LLC 84,475 $9,728k Jun 30, 2019 Aug 14, 2019
Private Asset Management Inc 84,475 $9,728k Jun 30, 2019 Aug 14, 2019
Cahill Financial Advisors Inc 83,622 $9,630k Jun 30, 2019 Aug 14, 2019
Nikulski Financial Inc 80,131 $9,402k Jun 30, 2019 Jul 22, 2019
Adviceperiod LLC 79,705 $9,179k Jun 30, 2019 Jul 22, 2019
Modera Wealth Management LLC 77,821 $8,962k Jun 30, 2019 Aug 7, 2019
Drexel Morgan & Co 70,696 $8,141k Jun 30, 2019 Aug 8, 2019
KWMG LLC 70,116 $8,075k Jun 30, 2019 Jul 10, 2019
Johanson Financial Advisors Inc 67,067 $7,723k Jun 30, 2019 Jul 29, 2019
Financial Sense Advisors Inc 61,889 $7,127k Jun 30, 2019 Aug 2, 2019
Bronfman EL Rothschild LP 58,993 $6,794k Jun 30, 2019 Aug 12, 2019
KARP Capital Management Corporation 54,987 $6,332k Jun 30, 2019 Aug 8, 2019
Harwood Advisory Group LLC 54,933 $6,326k Jun 30, 2019 Aug 7, 2019
Leonetti & Associates LLC 59,440 $5,822k Dec 31, 2018 Feb 19, 2019
Stokes Capital Advisors LLC 48,568 $5,593k Jun 30, 2019 Jul 15, 2019
Mcnamara Financial Services Inc 49,127 $5,386k Jun 30, 2019 Jul 12, 2019
White Lighthouse Investment Management Inc 42,806 $4,929k Jun 30, 2019 Jul 31, 2019
Wellesley Investment Partners LLC 42,424 $4,885k Jun 30, 2019 Aug 5, 2019
Alexandria Capital LLC 42,364 $4,879k Jun 30, 2019 Aug 12, 2019
Bigelow Investment Advisors LLC 40,660 $4,682k Jun 30, 2019 Jul 17, 2019
RAAB & Moskowitz Asset Management LLC 39,838 $4,587k Jun 30, 2019 Aug 9, 2019
Newport Wealth Strategies Inc 38,525 $4,520k Jun 30, 2019 Jul 22, 2019
Secrest Blakey & Associates LLC 38,308 $4,412k Jun 30, 2019 Aug 13, 2019
Brightworth LLC 37,678 $4,339k Jun 30, 2019 Jul 31, 2019
Merriman Wealth Management LLC 3,742 $4,336k Jun 30, 2019 Jul 31, 2019
Planning Directions Inc 37,386 $4,305k Jun 30, 2019 Jul 15, 2019
Wealth and Pension Services Group Inc 37,009 $4,262k Jun 30, 2019 Aug 15, 2019
Chatham Capital Group Inc 34,686 $3,994k Jun 30, 2019 Jul 24, 2019
Cambridge Advisors LLC 33,577 $3,867k Jun 30, 2019 Jul 26, 2019
Cambridge Advisors Inc 33,577 $3,867k Jun 30, 2019 Jul 26, 2019
Northstar Company LLC 33,497 $3,858k Jun 30, 2019 Jul 12, 2019
The Northstar Group Inc 33,497 $3,858k Jun 30, 2019 Jul 12, 2019
Twin Focus Capital Partners LLC 32,263 $3,715k Jun 30, 2019 Aug 14, 2019
Athena Capital Advisors LLC 26,851 $3,092k Jun 30, 2019 Aug 9, 2019
FFT Wealth Management LLC 26,677 $3,072k Jun 30, 2019 Aug 14, 2019
DAY & Ennis LLC 25,739 $2,964k Jun 30, 2019 Aug 2, 2019
Glovista Investments LLC 24,890 $2,869k Jun 30, 2019 Aug 14, 2019
Jordan Park Group LLC 22,860 $2,633k Jun 30, 2019 Jul 22, 2019
Emery & Howard Portfolio Management 21,994 $2,533k Jun 30, 2019 Aug 9, 2019
Riverpoint Wealth Management Holdings LLC 19,955 $2,298k Jun 30, 2019 Aug 12, 2019
Premia Global Advisors LLC 19,356 $2,229k Jun 30, 2019 Aug 13, 2019
Affiance Financial LLC 18,567 $2,138k Jun 30, 2019 Jul 11, 2019
Cabana LLC 18,399 $2,123k Jun 30, 2019 Aug 9, 2019
Financial Advisory Service Inc 18,309 $2,108k Jun 30, 2019 Jul 25, 2019
JMG Financial Group Ltd 18,281 $2,105k Jun 30, 2019 Aug 2, 2019
Bridgeworth LLC 17,207 $1,982k Jun 30, 2019 Jul 25, 2019
MRAZ Amerine & Associates Inc 17,179 $1,978k Jun 30, 2019 Aug 2, 2019
Ausdal Financial Partners Inc 16,305 $1,947k Jun 30, 2019 Aug 5, 2019
Northstar Financial Advisors LLC 16,659 $1,918k Jun 30, 2019 Jul 17, 2019
Northstar Investment Advisors LLC 16,659 $1,918k Jun 30, 2019 Jul 17, 2019
JRM Investment Counsel LLC 15,938 $1,835k Jun 30, 2019 Aug 6, 2019
Vista Investment Management LLC 15,360 $1,769k Jun 30, 2019 Aug 14, 2019
IRON Financial LLC 15,232 $1,670k Jun 30, 2019 Aug 2, 2019
Cutler Investment Counsel LLC 14,234 $1,639k Jun 30, 2019 Aug 5, 2019
Tower VIEW Investment Management & Research LLC 13,422 $1,546k Jun 30, 2019 Jul 17, 2019
Cornell Pochily Investment Advisors Inc 13,217 $1,522k Jun 30, 2019 Jul 22, 2019
Madden Advisory Services Inc 13,074 $1,505k Jun 30, 2019 Jul 22, 2019
Lexaurum Advisors LLC 11,994 $1,381k Jun 30, 2019 Jul 19, 2019
Lucia Wealth Services LLC 11,731 $1,351k Jun 30, 2019 Jul 23, 2019
Kelman Lazarov Inc 11,120 $1,281k Jun 30, 2019 Jul 22, 2019
Windham Capital Management LLC 11,000 $1,267k Jun 30, 2019 Aug 14, 2019
Nottingham Advisors Inc 10,865 $1,251k Jun 30, 2019 Jul 17, 2019
LGL Partners LLC 10,292 $1,185k Jun 30, 2019 Aug 14, 2019
JGP Wealth Management LLC 10,174 $1,172k Jun 30, 2019 Jul 15, 2019
Huber Financial Advisors LLC 10,135 $1,167k Jun 30, 2019 Aug 5, 2019
Southeast Asset Advisors Inc 10,138 $1,167k Jun 30, 2019 Aug 14, 2019
Northstar Wealth Partners LLC 10,085 $1,161k Jun 30, 2019 Aug 15, 2019
Founders Financial Securities LLC 9,592 $1,105k Jun 30, 2019 Jul 22, 2019
Wealthstreet Investment Advisors LLC 9,491 $1,093k Jun 30, 2019 Jul 16, 2019
Staley Capital Advisers Inc 8,940 $1,030k Jun 30, 2019 Aug 9, 2019
Stadion Money Management LLC 8,734 $1,006k Jun 30, 2019 Aug 14, 2019
Ridgewood Investments LLC 8,586 $989k Jun 30, 2019 Jul 12, 2019
Keeley-Teton Advisors LLC 8,453 $973k Jun 30, 2019 Aug 12, 2019
Sonata Capital Group Inc 8,323 $958k Jun 30, 2019 Aug 5, 2019
Tocqueville Asset Management LP 8,225 $947k Jun 30, 2019 Jul 31, 2019
BFSG LLC 8,000 $921k Jun 30, 2019 Jul 30, 2019
COE Capital Management LLC 7,850 $904k Jun 30, 2019 Aug 14, 2019
Spectrum Group Management LLC 7,690 $886k Jun 30, 2019 Aug 2, 2019
Spectrum Management Group Inc 7,690 $886k Jun 30, 2019 Aug 2, 2019
Bingham Osborn & Scarborough LLC 7,432 $856k Jun 30, 2019 Aug 2, 2019
Cooper/Haims Advisors LLC 7,120 $820k Jun 30, 2019 Jul 26, 2019
FORD Financial Group Inc 6,977 $803k Jun 30, 2019 Jul 25, 2019
Lejeune Puetz Investment Counsel 6,900 $795k Jun 30, 2019 Jul 29, 2019
Stratford Consulting LLC 6,782 $781k Jun 30, 2019 Aug 2, 2019
Altavista Wealth Management Inc 6,613 $762k Jun 30, 2019 Aug 13, 2019
Northwest Wealth Management LLC 6,409 $738k Jun 30, 2019 Jul 23, 2019
Bristlecone Advisors LLC 6,363 $733k Jun 30, 2019 Jul 19, 2019
SAND Hill Global Advisors LLC 6,158 $709k Jun 30, 2019 Aug 13, 2019
Baldwin Investment Management LLC 6,075 $700k Jun 30, 2019 Aug 6, 2019
Benedict Financial Advisors Inc 6,026 $694k Jun 30, 2019 Aug 1, 2019
Wescap Management Group Inc 5,914 $681k Jun 30, 2019 Aug 6, 2019
Lincoln Capital LLC 5,613 $646k Jun 30, 2019 Jul 12, 2019
Lincoln Capital Corporation 5,613 $646k Jun 30, 2019 Jul 12, 2019
Acorn Wealth Advisors LLC 5,225 $614k Jun 30, 2019 Aug 14, 2019
Carret Asset Management LLC 5,255 $605k Jun 30, 2019 Aug 12, 2019
Brookmont Capital Management LLC 5,100 $587k Jun 30, 2019 Jul 18, 2019
Parkside Advisors LLC 4,665 $537k Jun 30, 2019 Jul 10, 2019
Leonard Rickey Investment Advisors PLLC 4,667 $537k Jun 30, 2019 Jul 10, 2019
Marble Harbor Investment Counsel LLC 4,661 $537k Jun 30, 2019 Aug 7, 2019
RAUB Brock Capital Management LP 4,639 $534k Jun 30, 2019 Jul 23, 2019
SVA Plumb Wealth Management LLC 4,597 $529k Jun 30, 2019 Aug 13, 2019
Kingfisher Capital LLC 4,572 $526k Jun 30, 2019 Aug 14, 2019
Signature Financial Management Inc 5,315 $521k Dec 31, 2018 Feb 13, 2019
Santori & Peters Inc 4,496 $517k Jun 30, 2019 Jul 30, 2019
Foster Dykema Cabot & Co Incorporated 4,302 $495k Jun 30, 2019 Aug 6, 2019
Successful Portfolios LLC 4,155 $478k Jun 30, 2019 Jul 11, 2019
Macroview Investment Management LLC 4,111 $473k Jun 30, 2019 Jul 23, 2019
Private Vista LLC 3,984 $460k Jun 30, 2019 Jul 19, 2019
Gradient Capital Advisors LLC 3,855 $444k Jun 30, 2019 Jul 16, 2019
Round Table Services LLC 3,836 $442k Jun 30, 2019 Jul 17, 2019
Butensky & Cohen Financial Security Inc 3,728 $429k Jun 30, 2019 Jul 12, 2019
Northstar Asset Management LLC 3,647 $420k Jun 30, 2019 Jul 16, 2019
Quantum Capital Management LLC 3,632 $418k Jun 30, 2019 Aug 14, 2019
Lyell Wealth Management LP 3,496 $403k Jun 30, 2019 Aug 1, 2019
Crescent Grove Advisors LLC 3,333 $384k Jun 30, 2019 Aug 6, 2019
Annex Advisory Services LLC 3,216 $370k Jun 30, 2019 Jul 18, 2019
Triangle Securities Wealth Management 3,154 $368k Jun 30, 2019 Jul 10, 2019
Willow Creek Wealth Management Inc 3,072 $354k Jun 30, 2019 Jul 22, 2019
Alphastar Capital Management LLC 3,078 $354k Jun 30, 2019 Aug 14, 2019
BHK Investment Advisors LLC 3,055 $352k Jun 30, 2019 Aug 2, 2019
Advisory Alpha LLC 2,953 $346k Jun 30, 2019 Aug 16, 2019
LVW Advisors LLC 2,868 $330k Jun 30, 2019 Aug 14, 2019
Millburn Ridgefield Corporation 2,764 $318k Jun 30, 2019 Jul 18, 2019
Blankinship & Foster LLC 2,690 $310k Jun 30, 2019 Jul 30, 2019
Oak Asset Management LLC 2,475 $290k Jun 30, 2019 Jul 25, 2019
Keeler Thomas Management LLC 2,494 $287k Jun 30, 2019 Jul 31, 2019
LBMC Investment Advisors LLC 2,471 $285k Jun 30, 2019 Jul 18, 2019
Hengehold Capital Management LLC 2,470 $284k Jun 30, 2019 Jul 23, 2019
Wiley Bros-Aintree Capital LLC 2,448 $282k Jun 30, 2019 Jul 10, 2019
East Coast Asset Management LLC 2,433 $280k Jun 30, 2019 Aug 14, 2019
KOPP Investment Advisors LLC 2,400 $276k Jun 30, 2019 Aug 14, 2019
Peninsula Wealth LLC 2,397 $276k Jun 30, 2019 Aug 2, 2019
Capwealth Advisors LLC 2,360 $272k Jun 30, 2019 Aug 13, 2019
Cardan Capital Partners LLC 2,356 $271k Jun 30, 2019 Jul 16, 2019
Crossvault Capital Management LLC 2,341 $270k Jun 30, 2019 Jul 19, 2019
Klingman and Associates LLC 2,322 $267k Jun 30, 2019 Jul 24, 2019
Aureus Asset Management LLC 2,234 $257k Jun 30, 2019 Aug 14, 2019
Marietta Wealth Management LLC 2,125 $245k Jun 30, 2019 Aug 14, 2019
Violich Capital Management 2,100 $242k Jun 30, 2019 Jul 22, 2019
Mount Yale Investment Advisors LLC 2,093 $242k Jun 30, 2019 Aug 13, 2019
Allied Investment Advisors LLC 2,074 $239k Jun 30, 2019 Jul 17, 2019
Integre Asset Management LLC 2,070 $238k Jun 30, 2019 Aug 14, 2019
ZWJ Investment Counsel Inc 2,046 $236k Jun 30, 2019 Jul 24, 2019
Capital Planning Advisors LLC 2,029 $234k Jun 30, 2019 Aug 9, 2019
Spears Abacus Advisors LLC 2,016 $232k Jun 30, 2019 Aug 9, 2019
Sunbelt Securities Inc 2,002 $231k Jun 30, 2019 Aug 1, 2019
West Coast Financial LLC 1,986 $229k Jun 30, 2019 Jul 16, 2019
Cadinha & Co LLC 1,940 $223k Jun 30, 2019 Aug 9, 2019
Hillview Capital Advisors LLC 1,919 $221k Jun 30, 2019 Aug 1, 2019
Estate Counselors LLC 1,900 $219k Jun 30, 2019 Aug 7, 2019
Buckley Wealth Management LLC 1,889 $218k Jun 30, 2019 Jul 19, 2019
Summit Wealth Advisors Inc 1,862 $214k Jun 30, 2019 Jul 16, 2019
Summit Financial Wealth Advisors LLC 1,862 $214k Jun 30, 2019 Jul 16, 2019
Sterling Global Strategies LLC 1,918 $210k Mar 31, 2019 May 15, 2019
Mirador Capital Partners LP 1,773 $204k Jun 30, 2019 Aug 6, 2019
Evensky & KATZ LLC 1,519 $166k Mar 31, 2019 Aug 6, 2019
Avondale Wealth Management LLC 454 $52k Jun 30, 2019 Jul 26, 2019
1919 Investment Counsel LLC 237 $19k Sep 30, 2014 Nov 14, 2014
The Fiduciary Group LLC 148 $17k Jun 30, 2019 Aug 14, 2019
Cedar Wealth Management LLC 93 $11k Jun 30, 2019 Jul 24, 2019

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