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 | |
| Private Asset Management Inc | 84,475 | $9,728k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Asset Management Corp | 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 Inc | 84,475 | $9,728k | Jun 30, 2019 | Aug 14, 2019 | |
| Trust Asset Management LLC | 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 | |
| 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 Inc | 33,577 | $3,867k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 33,577 | $3,867k | Jun 30, 2019 | Jul 26, 2019 | |
| The Northstar Group Inc | 33,497 | $3,858k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 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 Investment Advisors LLC | 16,659 | $1,918k | Jun 30, 2019 | Jul 17, 2019 | |
| Northstar Financial 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 | |
| Southeast Asset Advisors Inc | 10,138 | $1,167k | Jun 30, 2019 | Aug 14, 2019 | |
| Huber Financial Advisors LLC | 10,135 | $1,167k | Jun 30, 2019 | Aug 5, 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 Management Group Inc | 7,690 | $886k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 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 Corporation | 5,613 | $646k | Jun 30, 2019 | Jul 12, 2019 | |
| Lincoln Capital LLC | 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 | |
| Leonard Rickey Investment Advisors PLLC | 4,667 | $537k | Jun 30, 2019 | Jul 10, 2019 | |
| Parkside Advisors LLC | 4,665 | $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 Financial Wealth Advisors LLC | 1,862 | $214k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 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 |