VANGUARD INSTL INDEX FD

Ticker: VGUS CUSIP: 922040852 Class: ULTRA-SHORT TREA

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
BANK OF AMERICA CORP /DE/431,439$32,559
Pathway Financial Advisors LLC254,239$19,198
Coston, McIsaac & Partners206,540$16
LPL Financial LLC159,492$12,036
Strategic Investment Solutions, Inc. /IL138,358$10,441
MORGAN STANLEY123,069$9,287
Farther Finance Advisors, LLC105,413$7,955
UBS Group AG70,883$5,349
Crown Wealth Group, LLC66,066$4,986
ROYAL BANK OF CANADA61,826$4,665
TRUIST FINANCIAL CORP44,230$3,338
Capital Investment Services of America, Inc.35,315$2,665
Planning Center, Inc.30,241$2,282
Steward Partners Investment Advisory, LLC29,312$2,212
Keystone Wealth Services, LLC28,905$2,181
Waverly Advisors, LLC28,049$2,117
COMMONWEALTH EQUITY SERVICES, LLC27,656$2,087
BOSTON FAMILY OFFICE LLC27,046$2
BURLING WEALTH PARTNERS, LLC27,039$2,040
North Capital, Inc.25,041$1,890
Zhang Financial LLC21,399$1,615
Kingsview Wealth Management, LLC20,974$1,583
SUSQUEHANNA INTERNATIONAL GROUP, LLP20,522$1,549
CITADEL ADVISORS LLC16,731$1,263
Sierra Capital LLC16,687$1
D.B. Root & Company, LLC16,429$1,240
ORSER CAPITAL MANAGEMENT, LLC13,230$998
GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.11,914$899
GUYASUTA INVESTMENT ADVISORS INC11,092$837
Core Wealth Advisors, Inc.10,589$799
Manuka Financial, LLC10,415$786
UNITED CAPITAL FINANCIAL ADVISORS, LLC10,400$785
ENVESTNET ASSET MANAGEMENT INC10,236$772
Mariner, LLC10,006$755
Wealthquest Corp9,963$752
TFO Wealth Partners, LLC8,779$663
OSAIC HOLDINGS, INC.8,754$661
Corient Private Wealth LLC8,715$658
Savvy Advisors, Inc.8,228$621
CREATIVE FINANCIAL DESIGNS INC /ADV7,747$585
Burton Enright Welch7,522$568
Quantinno Capital Management LP7,474$564
TMB Capital Partners, LLC7,442$562
ANDERSON HOAGLAND & CO5,575$421
Kestra Advisory Services, LLC5,440$411
JANE STREET GROUP, LLC5,329$402
Bridgewealth Advisory Group, LLC5,025$379
Cetera Investment Advisers5,000$377
NewEdge Wealth, LLC5,000$377
Modern Wealth Management, LLC4,811$363
NewEdge Advisors, LLC4,630$349
EP Wealth Advisors, LLC4,111$310
David R. Rahn & Associates Inc.3,971$300
Kestra Investment Management, LLC3,551$268
PNC Financial Services Group, Inc.3,500$264
SUMMITRY LLC3,303$249
Buckingham Strategic Partners2,983$225
Simmons Bank2,977$225
Western Reserve Capital Management, LLC2,872$217
Focus Partners Wealth2,860$216
Schiavi & Co LLC2,657$201
DiNuzzo Private Wealth, Inc.2,652$200
Allworth Financial LP1,114$84
JONES FINANCIAL COMPANIES LLLP781$59
IFP Advisors, Inc477$36
North Star Investment Management Corp.421$32
FIDUCIARY ADVISORS, INC.332$25
COMERICA BANK200$15
Parkside Financial Bank & Trust198$15
CWM, LLC149$0
PRIVATE TRUST CO NA42$3
Orion Capital Management LLC15$1
Total (72 institutions)2,275,383$152,843