VANGUARD INDEX FDS S&P 500 ETF SHS
(922908363)
Funds Reporting Holdings of VANGUARD INDEX FDS S&P 500 ETF SHS according to 13F filings
Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
---|---|---|---|---|---|
Mercer Investment Management Inc | 14,873 | $4,003,186k | Jun 30, 2019 | Aug 13, 2019 | |
Hirtle Callaghan & Co LLC | 913,130 | $247,034k | Jun 30, 2019 | Aug 13, 2019 | |
JMG Financial Group Ltd | 676,424 | $182,059k | Jun 30, 2019 | Aug 2, 2019 | |
Geller Advisors LLC | 356,345 | $95,910k | Jun 30, 2019 | Aug 14, 2019 | |
Bronfman EL Rothschild LP | 348,366 | $93,763k | Jun 30, 2019 | Aug 12, 2019 | |
Acropolis Investment Management LLC | 336,613 | $90,599k | Jun 30, 2019 | Jul 11, 2019 | |
HM Capital Management LLC | 312,060 | $83,991k | Jun 30, 2019 | Jul 24, 2019 | |
Investure LLC | 282,879 | $76,137k | Jun 30, 2019 | Aug 13, 2019 | |
Dupont Capital Management Corp | 235,278 | $63,325k | Jun 30, 2019 | Jul 30, 2019 | |
Millburn Ridgefield Corporation | 211,797 | $57,005k | Jun 30, 2019 | Jul 18, 2019 | |
Stordahl Capital Management Inc | 205,458 | $56,558k | Jun 30, 2019 | Jul 22, 2019 | |
Cambridge Advisors Inc | 205,482 | $55,305k | Jun 30, 2019 | Jul 26, 2019 | |
Cambridge Advisors LLC | 205,482 | $55,305k | Jun 30, 2019 | Jul 26, 2019 | |
Retirement Capital Strategies Inc | 142,417 | $38,332k | Jun 30, 2019 | Aug 2, 2019 | |
Twele Capital Management Inc | 139,050 | $37,425k | Jun 30, 2019 | Jul 18, 2019 | |
SAND Hill Global Advisors LLC | 131,817 | $35,479k | Jun 30, 2019 | Aug 13, 2019 | |
Dimeo Schneider & Associates LLC | 131,461 | $35,383k | Jun 30, 2019 | Aug 13, 2019 | |
Bridgeworth LLC | 122,937 | $33,088k | Jun 30, 2019 | Jul 25, 2019 | |
Harvest Capital Management Inc | 117,655 | $31,667k | Jun 30, 2019 | Aug 7, 2019 | |
Advanced Asset Management Advisors Inc | 115,600 | $31,114k | Jun 30, 2019 | Aug 2, 2019 | |
Evermay Wealth Management LLC | 114,144 | $30,722k | Jun 30, 2019 | Jul 23, 2019 | |
Avondale Wealth Management LLC | 93,820 | $25,252k | Jun 30, 2019 | Jul 26, 2019 | |
TIFF Advisory Services Inc | 83,965 | $22,599k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship Financial Advisors LLC | 83,640 | $22,512k | Jun 30, 2019 | Aug 12, 2019 | |
Stewardship Advisors LLC | 83,640 | $22,512k | Jun 30, 2019 | Aug 12, 2019 | |
Adviceperiod LLC | 76,958 | $20,713k | Jun 30, 2019 | Jul 22, 2019 | |
Jasper Ridge Partners LP | 73,540 | $19,793k | Jun 30, 2019 | Aug 9, 2019 | |
Southeast Asset Advisors Inc | 66,048 | $17,777k | Jun 30, 2019 | Aug 14, 2019 | |
Merriman Wealth Management LLC | 6,456 | $17,525k | Jun 30, 2019 | Jul 31, 2019 | |
Nicholas Hoffman & Company LLC | 64,533 | $17,369k | Jun 30, 2019 | Aug 12, 2019 | |
Berkeley Capital Partners LLC | 52,525 | $14,137k | Jun 30, 2019 | Aug 8, 2019 | |
Sensible Financial Planning and Management LLC | 52,397 | $14,103k | Jun 30, 2019 | Aug 7, 2019 | |
Peak Financial Management Inc | 52,152 | $14,037k | Jun 30, 2019 | Aug 1, 2019 | |
Fifth Third Securities Inc | 46,651 | $12,620k | Jun 30, 2019 | Jul 30, 2019 | |
Churchill Management Corp | 46,781 | $12,591k | Jun 30, 2019 | Jul 10, 2019 | |
Green Square Capital LLC | 42,507 | $11,441k | Jun 30, 2019 | Aug 14, 2019 | |
Riverpoint Wealth Management Holdings LLC | 39,563 | $10,648k | Jun 30, 2019 | Aug 12, 2019 | |
Highland Private Wealth Management | 39,376 | $10,598k | Jun 30, 2019 | Aug 13, 2019 | |
Pictet North America Advisors SA | 39,276 | $10,571k | Jun 30, 2019 | Aug 7, 2019 | |
Landmark Financial Advisors LLC | 38,346 | $10,320k | Jun 30, 2019 | Aug 2, 2019 | |
Monetta Financial Services Inc | 37,000 | $9,959k | Jun 30, 2019 | Aug 9, 2019 | |
van Strum & Towne Inc | 32,997 | $8,881k | Jun 30, 2019 | Aug 12, 2019 | |
ELM Advisors LLC | 25,607 | $6,892k | Jun 30, 2019 | Jul 3, 2019 | |
Vision Capital Management Inc | 25,281 | $6,804k | Jun 30, 2019 | Jul 29, 2019 | |
Vision Capital Management Corporation | 25,281 | $6,804k | Jun 30, 2019 | Jul 29, 2019 | |
Curbstone Financial Management Corporation | 23,020 | $6,196k | Jun 30, 2019 | Jul 9, 2019 | |
Wilshire Associates Incorporated | 22,915 | $6,168k | Jun 30, 2019 | Aug 14, 2019 | |
Cohen & Steers Capital Management Inc | 31,409 | $5,943k | Mar 31, 2015 | May 15, 2015 | |
Stokes & Hubbell Capital Management LLC | 22,055 | $5,724k | Mar 31, 2019 | Apr 24, 2019 | |
The Roosevelt Investment Group Inc | 19,635 | $5,285k | Jun 30, 2019 | Aug 8, 2019 | |
Harfst and Associates Inc | 18,313 | $4,929k | Jun 30, 2019 | Aug 14, 2019 | |
Phillips Financial Management LLC | 16,847 | $4,573k | Jun 30, 2019 | Aug 6, 2019 | |
BSW Wealth Partners LLC | 16,790 | $4,519k | Jun 30, 2019 | Aug 13, 2019 | |
Motley FOOL Wealth Management LLC | 16,637 | $4,478k | Jun 30, 2019 | Aug 14, 2019 | |
Wescap Management Group Inc | 16,577 | $4,461k | Jun 30, 2019 | Aug 6, 2019 | |
Twin Focus Capital Partners LLC | 16,531 | $4,449k | Jun 30, 2019 | Aug 14, 2019 | |
Marble Harbor Investment Counsel LLC | 16,267 | $4,378k | Jun 30, 2019 | Aug 7, 2019 | |
Jordan Park Group LLC | 15,974 | $4,321k | Jun 30, 2019 | Jul 22, 2019 | |
Abbrea Capital LLC | 15,667 | $4,238k | Jun 30, 2019 | Jul 31, 2019 | |
Crestwood Advisors Group LLC | 15,204 | $4,092k | Jun 30, 2019 | Aug 14, 2019 | |
Harbor Advisory Corporation | 14,779 | $3,978k | Jun 30, 2019 | Jul 30, 2019 | |
Harbor Investment Advisory LLC | 14,779 | $3,978k | Jun 30, 2019 | Jul 30, 2019 | |
FORT Point Capital Partners LLC | 14,582 | $3,925k | Jun 30, 2019 | Aug 9, 2019 | |
Coyle Financial Counsel LLC | 14,329 | $3,857k | Jun 30, 2019 | Aug 13, 2019 | |
The Fiduciary Group LLC | 14,004 | $3,769k | Jun 30, 2019 | Aug 14, 2019 | |
Interactive Financial Advisors Inc | 12,250 | $3,297k | Jun 30, 2019 | Jul 17, 2019 | |
Rossmore Private Capital LLC | 11,909 | $3,205k | Jun 30, 2019 | Aug 5, 2019 | |
Connecticut Wealth Management LLC | 11,769 | $3,168k | Jun 30, 2019 | Jul 29, 2019 | |
Sigma Investment Counselors Inc | 11,697 | $3,148k | Jun 30, 2019 | Jul 23, 2019 | |
Gentrust LLC | 11,030 | $2,984k | Jun 30, 2019 | Aug 2, 2019 | |
Stanley-Laman Group Ltd | 10,602 | $2,854k | Jun 30, 2019 | Aug 1, 2019 | |
Clarkston Capital Partners LLC | 10,563 | $2,843k | Jun 30, 2019 | Jul 24, 2019 | |
Windham Capital Management LLC | 10,059 | $2,707k | Jun 30, 2019 | Aug 14, 2019 | |
White Lighthouse Investment Management Inc | 9,655 | $2,599k | Jun 30, 2019 | Jul 31, 2019 | |
Newport Wealth Strategies Inc | 8,957 | $2,449k | Jun 30, 2019 | Jul 22, 2019 | |
ZWJ Investment Counsel Inc | 9,000 | $2,422k | Jun 30, 2019 | Jul 24, 2019 | |
Signature Financial Management Inc | 10,122 | $2,327k | Dec 31, 2018 | Feb 13, 2019 | |
WSFS Capital Management LLC | 8,639 | $2,325k | Jun 30, 2019 | Aug 14, 2019 | |
Gradient Capital Advisors LLC | 8,547 | $2,301k | Jun 30, 2019 | Jul 16, 2019 | |
Capital Wealth Management LLC | 7,953 | $2,140k | Jun 30, 2019 | Aug 12, 2019 | |
Spears Abacus Advisors LLC | 7,300 | $1,965k | Jun 30, 2019 | Aug 9, 2019 | |
LVW Advisors LLC | 7,144 | $1,923k | Jun 30, 2019 | Aug 14, 2019 | |
Guardian Capital Advisors LP | 6,880 | $1,887k | Jun 30, 2019 | Aug 14, 2019 | |
Mccollum Christoferson Group LLC | 7,000 | $1,884k | Jun 30, 2019 | Jul 11, 2019 | |
Baltimore-Washington Financial Advisors Inc | 6,850 | $1,844k | Jun 30, 2019 | Jul 25, 2019 | |
Alesco Advisors LLC | 6,779 | $1,825k | Jun 30, 2019 | Aug 14, 2019 | |
The Northstar Group Inc | 6,544 | $1,780k | Jun 30, 2019 | Jul 12, 2019 | |
Northstar Company LLC | 6,544 | $1,780k | Jun 30, 2019 | Jul 12, 2019 | |
Stokes Capital Advisors LLC | 6,569 | $1,768k | Jun 30, 2019 | Jul 15, 2019 | |
RKL Wealth Management LLC | 6,526 | $1,755k | Jun 30, 2019 | Aug 2, 2019 | |
Bristlecone Advisors LLC | 6,493 | $1,748k | Jun 30, 2019 | Jul 19, 2019 | |
Gratus Capital LLC | 6,496 | $1,748k | Jun 30, 2019 | Aug 7, 2019 | |
Foster Dykema Cabot & Co Incorporated | 6,393 | $1,721k | Jun 30, 2019 | Aug 6, 2019 | |
Altavista Wealth Management Inc | 6,385 | $1,719k | Jun 30, 2019 | Aug 13, 2019 | |
Athena Capital Advisors LLC | 6,375 | $1,716k | Jun 30, 2019 | Aug 9, 2019 | |
Stratford Consulting LLC | 6,349 | $1,709k | Jun 30, 2019 | Aug 2, 2019 | |
Affiance Financial LLC | 5,811 | $1,564k | Jun 30, 2019 | Jul 11, 2019 | |
Parthenon LLC | 5,491 | $1,478k | Jun 30, 2019 | Jul 29, 2019 | |
Parkside Advisors LLC | 5,435 | $1,470k | Jun 30, 2019 | Jul 10, 2019 | |
Obermeyer WOOD Investment Counsel LLLP | 5,150 | $1,386k | Jun 30, 2019 | Aug 13, 2019 | |
Northstar Wealth Partners LLC | 4,742 | $1,276k | Jun 30, 2019 | Aug 15, 2019 | |
Advisory Alpha LLC | 4,587 | $1,252k | Jun 30, 2019 | Aug 16, 2019 | |
Madden Advisory Services Inc | 4,533 | $1,220k | Jun 30, 2019 | Jul 22, 2019 | |
LGL Partners LLC | 4,477 | $1,205k | Jun 30, 2019 | Aug 14, 2019 | |
Andesa Financial Management Inc | 4,452 | $1,196k | Jun 30, 2019 | Jul 30, 2019 | |
Harwood Advisory Group LLC | 4,381 | $1,179k | Jun 30, 2019 | Aug 7, 2019 | |
Tocqueville Asset Management LP | 4,220 | $1,136k | Jun 30, 2019 | Jul 31, 2019 | |
FORT PITT Capital Group LLC | 4,203 | $1,131k | Jun 30, 2019 | Aug 9, 2019 | |
Columbus Macro LLC | 3,828 | $1,030k | Jun 30, 2019 | Jul 16, 2019 | |
Traynor Capital Management Inc | 3,626 | $984k | Jun 30, 2019 | Jul 26, 2019 | |
Folger Nolan Fleming Douglas Capital Management Inc | 3,350 | $902k | Jun 30, 2019 | Aug 9, 2019 | |
RAAB & Moskowitz Asset Management LLC | 3,349 | $901k | Jun 30, 2019 | Aug 9, 2019 | |
Mcguire Investment Group LLC | 3,341 | $899k | Jun 30, 2019 | Jul 25, 2019 | |
American Financial Advisors Inc | 3,287 | $885k | Jun 30, 2019 | Aug 12, 2019 | |
American Trust Investment Advisors LLC | 3,287 | $885k | Jun 30, 2019 | Aug 12, 2019 | |
American Financial Advisors LLC | 3,287 | $885k | Jun 30, 2019 | Aug 12, 2019 | |
Cooper/Haims Advisors LLC | 3,281 | $883k | Jun 30, 2019 | Jul 26, 2019 | |
Access Financial Services Inc | 3,122 | $840k | Jun 30, 2019 | Jul 24, 2019 | |
The Genwealth Group Inc | 3,079 | $838k | Jun 30, 2019 | Jul 10, 2019 | |
STA Wealth Management LLC | 3,076 | $828k | Jun 30, 2019 | Aug 14, 2019 | |
Kayne Anderson Rudnick Investment Management LLC | 3,000 | $808k | Jun 30, 2019 | Aug 14, 2019 | |
Shepherd Kaplan Krochuk LLC | 2,998 | $807k | Jun 30, 2019 | Aug 12, 2019 | |
Telos Capital Management Inc | 2,780 | $748k | Jun 30, 2019 | Jul 19, 2019 | |
Bishop & Company Investment Management LLC | 2,770 | $746k | Jun 30, 2019 | Aug 9, 2019 | |
BHK Investment Advisors LLC | 2,617 | $704k | Jun 30, 2019 | Aug 2, 2019 | |
Interocean Capital LLC | 2,592 | $698k | Jun 30, 2019 | Aug 13, 2019 | |
Aries Wealth Management LLC | 2,546 | $698k | Jun 30, 2019 | Jul 15, 2019 | |
Bingham Osborn & Scarborough LLC | 2,572 | $692k | Jun 30, 2019 | Aug 2, 2019 | |
Planning Directions Inc | 2,519 | $678k | Jun 30, 2019 | Jul 15, 2019 | |
Carlson Capital Management LLC | 2,505 | $674k | Jun 30, 2019 | Jul 15, 2019 | |
Vontobel Swiss Wealth Advisors AG | 2,500 | $673k | Jun 30, 2019 | Aug 12, 2019 | |
Allen Investment Management LLC | 2,493 | $671k | Jun 30, 2019 | Aug 12, 2019 | |
Modera Wealth Management LLC | 2,494 | $671k | Jun 30, 2019 | Aug 7, 2019 | |
Mcrae Capital Management Inc | 2,476 | $666k | Jun 30, 2019 | Jul 29, 2019 | |
Cornerstone Advisory LLC | 2,456 | $661k | Jun 30, 2019 | Aug 8, 2019 | |
LBMC Investment Advisors LLC | 2,401 | $646k | Jun 30, 2019 | Jul 18, 2019 | |
Violich Capital Management | 2,355 | $634k | Jun 30, 2019 | Jul 22, 2019 | |
Quadrant Private Wealth Management LLC | 2,306 | $621k | Jun 30, 2019 | Aug 13, 2019 | |
1919 Investment Counsel LLC | 3,302 | $597k | Sep 30, 2014 | Nov 14, 2014 | |
Buckley Wealth Management LLC | 2,215 | $596k | Jun 30, 2019 | Jul 19, 2019 | |
Cornell Pochily Investment Advisors Inc | 2,173 | $585k | Jun 30, 2019 | Jul 22, 2019 | |
Leonard Rickey Investment Advisors PLLC | 2,070 | $557k | Jun 30, 2019 | Jul 10, 2019 | |
SFMG LLC | 1,943 | $539k | Jun 30, 2019 | Aug 5, 2019 | |
Birch Hill Investment Advisors LLC | 1,978 | $532k | Jun 30, 2019 | Jul 22, 2019 | |
Bernzott Capital Advisors | 1,900 | $511k | Jun 30, 2019 | Aug 12, 2019 | |
Mcmahon Financial Advisors LLC | 1,888 | $508k | Jun 30, 2019 | Aug 6, 2019 | |
Sather Financial Group Inc | 1,866 | $502k | Jun 30, 2019 | Jul 23, 2019 | |
KMS Financial Services Inc | 2,689 | $486k | Sep 30, 2014 | Nov 17, 2014 | |
Futureadvisor Inc | 2,755 | $484k | Sep 30, 2015 | Nov 17, 2015 | |
Osborne Partners Capital Management LLC | 1,767 | $476k | Jun 30, 2019 | Jul 18, 2019 | |
Klingman and Associates LLC | 1,623 | $437k | Jun 30, 2019 | Jul 24, 2019 | |
Butensky & Cohen Financial Security Inc | 1,621 | $436k | Jun 30, 2019 | Jul 12, 2019 | |
Cidel Asset Management Inc | 1,603 | $431k | Jun 30, 2019 | Aug 12, 2019 | |
Sunbelt Securities Inc | 1,569 | $422k | Jun 30, 2019 | Aug 1, 2019 | |
First Wilshire Securities Management Inc | 1,533 | $413k | Jun 30, 2019 | Aug 14, 2019 | |
Wells Trecaso Financial Group LLC | 1,485 | $400k | Jun 30, 2019 | Jul 22, 2019 | |
Newfocus Financial Group LLC | 1,478 | $398k | Jun 30, 2019 | Jul 23, 2019 | |
Stelac Advisory Services LLC | 1,408 | $379k | Jun 30, 2019 | Jul 29, 2019 | |
Integre Asset Management LLC | 1,380 | $371k | Jun 30, 2019 | Aug 14, 2019 | |
Santori & Peters Inc | 1,365 | $367k | Jun 30, 2019 | Jul 30, 2019 | |
Taurus Asset Management LLC | 1,300 | $350k | Jun 30, 2019 | Aug 14, 2019 | |
Wealth Advisors of Tampa BAY LLC | 1,262 | $340k | Jun 30, 2019 | Jul 23, 2019 | |
Lenox Wealth Advisors LLC | 1,246 | $335k | Jun 30, 2019 | Jul 12, 2019 | |
Brightworth LLC | 1,222 | $329k | Jun 30, 2019 | Jul 31, 2019 | |
Doliver Capital Advisors LP | 1,209 | $325k | Jun 30, 2019 | Jul 25, 2019 | |
Apriem Advisors | 1,200 | $323k | Jun 30, 2019 | Aug 14, 2019 | |
Signet Financial Management LLC | 1,145 | $318k | Jun 30, 2019 | Aug 13, 2019 | |
Drexel Morgan & Co | 1,170 | $315k | Jun 30, 2019 | Aug 8, 2019 | |
Northstar Asset Management LLC | 1,140 | $307k | Jun 30, 2019 | Jul 16, 2019 | |
Estate Counselors LLC | 1,050 | $283k | Jun 30, 2019 | Aug 7, 2019 | |
Brand Asset Management Group Inc | 1,016 | $273k | Jun 30, 2019 | Jul 24, 2019 | |
The Financial Consulate Inc | 1,014 | $273k | Jun 30, 2019 | Jul 24, 2019 | |
Epstein and White Financial LLC | 924 | $258k | Jun 30, 2019 | Jul 19, 2019 | |
Diversified Portfolios Inc | 927 | $250k | Jun 30, 2019 | Aug 13, 2019 | |
Clifford SWAN Investment Counsel LLC | 900 | $242k | Jun 30, 2019 | Aug 13, 2019 | |
Hall Capital Management Company Inc | 891 | $240k | Jun 30, 2019 | Aug 14, 2019 | |
West Chester Capital Advisors Inc | 889 | $239k | Jun 30, 2019 | Jul 30, 2019 | |
The O'Dell Group LLC | 883 | $238k | Jun 30, 2019 | Jul 24, 2019 | |
KWMG LLC | 874 | $235k | Jun 30, 2019 | Jul 10, 2019 | |
Portfolio Solutions LLC | 849 | $229k | Jun 30, 2019 | Aug 5, 2019 | |
Lyell Wealth Management LP | 846 | $229k | Jun 30, 2019 | Aug 1, 2019 | |
BFSG LLC | 833 | $224k | Jun 30, 2019 | Jul 30, 2019 | |
IRON Financial LLC | 832 | $216k | Jun 30, 2019 | Aug 2, 2019 | |
Meristem Family Wealth LLC | 795 | $214k | Jun 30, 2019 | Aug 6, 2019 | |
Managed Account Services Inc | 763 | $209k | Jun 30, 2019 | Jul 15, 2019 | |
Mokosak Advisory Group LLC | 750 | $202k | Jun 30, 2019 | Jul 17, 2019 | |
Evensky & KATZ LLC | 122 | $31k | Mar 31, 2019 | Aug 6, 2019 | |
Garland Capital Management Inc | 72 | $19k | Jun 30, 2019 | Jul 24, 2019 | |
Ironwood Wealth Management LLC | 70 | $19k | Jun 30, 2019 | Aug 14, 2019 | |
Daiwa SB Investments USA Ltd | 60 | $16k | Mar 31, 2019 | Apr 18, 2019 | |
Daiwa SB Investments Ltd | 60 | $16k | Mar 31, 2019 | Apr 18, 2019 | |
Horan Securities Inc | 20 | $5k | Jun 30, 2019 | Jul 24, 2019 |