VGUS(VGUS)

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VGUS(VGUS)

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$75.58—

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VGUS(VGUS)

VGUS

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Institutional Ownership

Top 121 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	662.65K	Jun 30, 26	-181.05K	5.01%
Lido Advisors, LLC	617.70K	Jun 30, 26	+617.70K	4.67%
MORGAN STANLEY	377.03K	Jun 30, 26	+121.36K	2.85%
Coston, McIsaac & Partners	289.75K	Jun 30, 26	+49.10K	2.19%
Pines Wealth Management, LLC	269.26K	Jun 30, 26	+95.22K	2.03%
Pathway Financial Advisors LLC	207.20K	Jun 30, 26	-48.38K	1.56%
TRUIST FINANCIAL CORP	201.51K	Jun 30, 26	+62.96K	1.52%
UBS Group AG	193.09K	Jun 30, 26	+38.92K	1.46%
Zhang Financial LLC	141.31K	Jun 30, 26	+18.65K	1.07%
Hikari Power Ltd	136.95K	Jun 30, 26	--	1.03%
Strategic Investment Solutions, Inc. /IL	107.17K	Jun 30, 26	-23.41K	0.81%
Farther Finance Advisors, LLC	102.87K	Jun 30, 26	-8.47K	0.78%
GUYASUTA INVESTMENT ADVISORS INC	71.15K	Jun 30, 26	-6.40K	0.54%
ENVESTNET ASSET MANAGEMENT INC	67.71K	Jun 30, 26	+50.45K	0.51%
Values First Advisors, Inc.	56.87K	Jun 30, 26	+56.87K	0.43%
Capital Investment Services of America, Inc.	55.60K	Jun 30, 26	+3.61K	0.42%
NewEdge Wealth, LLC	48.52K	Jun 30, 26	+36.11K	0.37%
Keystone Wealth Services, LLC	42.48K	Jun 30, 26	-4.06K	0.32%
BOSTON FAMILY OFFICE LLC	34.11K	Jun 30, 26	+4.12K	0.26%
TFO-TDC, LLC	29.11K	Jun 30, 26	+11.59K	0.22%
North Capital, Inc.	28.03K	Jun 30, 26	-30	0.21%
Sara-Bay Financial	26.50K	Jun 30, 26	+26.50K	0.20%
CREATIVE FINANCIAL DESIGNS INC /ADV	24.67K	Jun 30, 26	+10.42K	0.19%
Modera Wealth Management, LLC	22.17K	Jun 30, 26	+18.55K	0.17%
Cetera Investment Advisers	21.28K	Jun 30, 26	+5.26K	0.16%
HB Wealth Management, LLC	20.93K	Jun 30, 26	+20.93K	0.16%
Planning Center, Inc.	20.12K	Jun 30, 26	-4.10K	0.15%
CULBERTSON A N & CO INC	19.59K	Jun 30, 26	+11.89K	0.15%
Steele Capital Management, Inc.	17.98K	Jun 30, 26	-8.04K	0.14%
Attessa Capital LLC	17.06K	Jun 30, 26	+8.87K	0.13%
Baird Financial Group, Inc.	16.76K	Jun 30, 26	+74	0.13%
HARBOUR INVESTMENT MANAGEMENT LLC	16.18K	Jun 30, 26	-265	0.12%
COMMONWEALTH EQUITY SERVICES, LLC	13.40K	Jun 30, 26	-9.24K	0.10%
ORSER CAPITAL MANAGEMENT, LLC	13.23K	Jun 30, 26	--	0.10%
Steward Partners Investment Advisory, LLC	11.96K	Jun 30, 26	-12.79K	0.09%
Savvy Advisors, Inc.	11.90K	Jun 30, 26	+462	0.09%
Tower Research Capital LLC (TRC)	11.59K	Jun 30, 26	+11.59K	0.09%
Kestra Advisory Services, LLC	11.58K	Jun 30, 26	+2.04K	0.09%
Mariner, LLC	11.51K	Jun 30, 26	--	0.09%
Integrated Wealth Concepts LLC	11.17K	Jun 30, 26	+4.62K	0.08%
HARBOR INVESTMENT ADVISORY, LLC	10.58K	Jun 30, 26	+10.58K	0.08%
Manuka Financial, LLC	10.56K	Jun 30, 26	+91	0.08%
Mills Wealth Advisors LLC	10.31K	Jun 30, 26	+10.31K	0.08%
Private Advisory Group LLC	9.89K	Jun 30, 26	+9.89K	0.07%
Wealthquest Corp	9.81K	Jun 30, 26	+132	0.07%
Core Wealth Advisors, Inc.	9.29K	Jun 30, 26	-1.32K	0.07%
CI Private Wealth, LLC	8.76K	Jun 30, 26	--	0.07%
Kestra Investment Management, LLC	8.20K	Jun 30, 26	+8.20K	0.06%
Quantinno Capital Management LP	7.47K	Jun 30, 26	--	0.06%
NewEdge Advisors, LLC	7.00K	Jun 30, 26	+2.37K	0.05%
Hurlow Wealth Management Group, Inc.	6.87K	Jun 30, 26	+6.87K	0.05%
Rye Brook Capital LLC	5.47K	Jun 30, 26	+5.47K	0.04%
Forum Financial Management, LP	4.93K	Jun 30, 26	+4.93K	0.04%
Crown Wealth Group, LLC	4.64K	Jun 30, 26	-1.47K	0.04%
Bridgewealth Advisory Group, LLC	4.25K	Jun 30, 26	-975	0.03%
Index Fund Advisors, Inc.	3.98K	Jun 30, 26	+3.98K	0.03%
Randolph Co Inc	3.96K	Jun 30, 26	+3.96K	0.03%
Cambridge Investment Research Advisors, Inc.	3.86K	Jun 30, 26	+3.86K	0.03%
Simmons Bank	3.68K	Jun 30, 26	--	0.03%
HARBOUR INVESTMENTS, INC.	3.59K	Jun 30, 26	+2.35K	0.03%
CWS Financial Advisors, LLC	3.21K	Jun 30, 26	+3.21K	0.02%
Buckingham Strategic Partners	2.98K	Jun 30, 26	--	0.02%
Graney & King, LLC	2.94K	Jun 30, 26	+129	0.02%
Schiavi & Co LLC	2.66K	Jun 30, 26	--	0.02%
DiNuzzo Private Wealth, Inc.	2.65K	Jun 30, 26	--	0.02%
S.A. Mason LLC	2.54K	Jun 30, 26	+2.54K	0.02%
FIFTH THIRD BANCORP	1.70K	Jun 30, 26	+1.50K	0.01%
NATIONAL BANK OF CANADA /FI/	1.61K	Jun 30, 26	+24	0.01%
Asset Dedication, LLC	1.55K	Jun 30, 26	--	0.01%
NORTHSTAR ASSET MANAGEMENT LLC	1.05K	Jun 30, 26	+1.05K	0.01%
FIDUCIARY ADVISORS, INC.	806	Jun 30, 26	+7	0.01%
IFP Advisors, Inc	483	Jun 30, 26	+4	0.00%
North Star Investment Management Corp.	427	Jun 30, 26	+3	0.00%
AE Wealth Management LLC	310	Jun 30, 26	+310	0.00%
JPMORGAN CHASE & CO	127	Jun 30, 26	-259	0.00%
VANGUARD ADVISERS INC	2	Jun 30, 26	--	0.00%
Colony Group, LLC	--	Jun 30, 26	-2.86K	--
ANDERSON HOAGLAND & CO	--	Jun 30, 26	-21.90K	--
Creative Planning	--	Jun 30, 26	-3.40K	--
Sentinus, LLC	--	Jun 30, 26	-4.00K	--
Allworth Financial LP	--	Jun 30, 26	-376	--
UMB Bank, n.a.	--	Jun 30, 26	-1.51K	--
BNP PARIBAS ARBITRAGE, SNC	--	Jun 30, 26	-2.63K	--
BURLING WEALTH PARTNERS, LLC	--	Jun 30, 26	-17.57K	--
BANK OF AMERICA CORP /DE/	482.26K	Mar 31, 26	+50.82K	3.64%
RFP Financial Group LLC	280.45K	Mar 31, 26	+280.45K	2.12%
MORGAN STANLEY	255.67K	Mar 31, 26	+132.60K	1.93%
Coston, McIsaac & Partners	240.65K	Mar 31, 26	+34.11K	1.82%
UBS Group AG	154.17K	Mar 31, 26	+83.28K	1.16%
ROYAL BANK OF CANADA	109.75K	Mar 31, 26	+47.92K	0.83%
GOLDMAN SACHS GROUP INC	72.60K	Mar 31, 26	+72.60K	0.55%
Waverly Advisors, LLC	52.62K	Mar 31, 26	+24.57K	0.40%
JANE STREET GROUP, LLC	50.40K	Mar 31, 26	+45.07K	0.38%
ADVISOR GROUP HOLDINGS, INC.	33.66K	Mar 31, 26	+24.91K	0.25%
Steward Partners Investment Advisory, LLC	24.75K	Mar 31, 26	-4.56K	0.19%
RAYMOND JAMES FINANCIAL INC	22.25K	Mar 31, 26	+22.25K	0.17%
Baird Financial Group, Inc.	16.69K	Mar 31, 26	+16.69K	0.13%
Sierra Capital LLC	16.69K	Mar 31, 26	--	0.13%
Cetera Investment Advisers	16.02K	Mar 31, 26	+11.02K	0.12%
Kingsview Wealth Management, LLC	14.92K	Mar 31, 26	-6.05K	0.11%
UNITED CAPITAL FINANCIAL ADVISERS, LLC	10.40K	Mar 31, 26	--	0.08%
CI Private Wealth, LLC	8.76K	Mar 31, 26	+47	0.07%
Modern Wealth Management, LLC	8.22K	Mar 31, 26	+3.41K	0.06%
Quantinno Capital Management LP	7.47K	Mar 31, 26	--	0.06%
Integrated Wealth Concepts LLC	6.55K	Mar 31, 26	+6.55K	0.05%
CITADEL ADVISORS LLC	4.91K	Mar 31, 26	-11.82K	0.04%
NewEdge Advisors, LLC	4.63K	Mar 31, 26	--	0.03%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	3.86K	Mar 31, 26	-16.66K	0.03%
Creative Planning	3.40K	Mar 31, 26	+3.40K	0.03%
Colony Group, LLC	2.86K	Mar 31, 26	--	0.02%
BNP PARIBAS ARBITRAGE, SNC	2.63K	Mar 31, 26	+2.63K	0.02%
UMB Bank, n.a.	1.51K	Mar 31, 26	+1.51K	0.01%
Parkside Financial Bank & Trust	578	Mar 31, 26	+380	0.00%
VANGUARD ADVISERS INC	2	Mar 31, 26	+2	0.00%
WELLS FARGO & COMPANY/MN	1	Mar 31, 26	+1	0.00%
EP Wealth Advisors, LLC	--	Mar 31, 26	-4.11K	--
Orion Capital Management LLC	--	Mar 31, 26	-15	--
D.B. Root & Company, LLC	--	Mar 31, 26	-16.43K	--
JONES FINANCIAL COMPANIES LLLP	--	Mar 31, 26	-781	--
CWM, LLC	--	Mar 31, 26	-149	--
COMERICA BANK	200	Dec 31, 25	+200	0.00%

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Holder

Date

Change

% Held

LPL Financial LLC

662.65K

Jun 30, 26

-181.05K

5.01%

Lido Advisors, LLC

617.70K

Jun 30, 26

+617.70K

4.67%

MORGAN STANLEY

377.03K

Jun 30, 26

+121.36K

2.85%

Coston, McIsaac & Partners

289.75K

Jun 30, 26

+49.10K

2.19%

Pines Wealth Management, LLC

269.26K

Jun 30, 26

+95.22K

2.03%

Pathway Financial Advisors LLC

207.20K

Jun 30, 26

-48.38K

1.56%

TRUIST FINANCIAL CORP

201.51K

Jun 30, 26

+62.96K

1.52%

UBS Group AG

193.09K

Jun 30, 26

+38.92K

1.46%

Zhang Financial LLC

141.31K

Jun 30, 26

+18.65K

1.07%

Hikari Power Ltd

136.95K

Jun 30, 26

1.03%

Strategic Investment Solutions, Inc. /IL

107.17K

Jun 30, 26

-23.41K

0.81%

Farther Finance Advisors, LLC

102.87K

Jun 30, 26

-8.47K

0.78%

GUYASUTA INVESTMENT ADVISORS INC

71.15K

Jun 30, 26

-6.40K

0.54%

ENVESTNET ASSET MANAGEMENT INC

67.71K

Jun 30, 26

+50.45K

0.51%

Values First Advisors, Inc.

56.87K

Jun 30, 26

+56.87K

0.43%

Capital Investment Services of America, Inc.

55.60K

Jun 30, 26

+3.61K

0.42%

NewEdge Wealth, LLC

48.52K

Jun 30, 26

+36.11K

0.37%

Keystone Wealth Services, LLC

42.48K

Jun 30, 26

-4.06K

0.32%

BOSTON FAMILY OFFICE LLC

34.11K

Jun 30, 26

+4.12K

0.26%

TFO-TDC, LLC

29.11K

Jun 30, 26

+11.59K

0.22%

North Capital, Inc.

28.03K

Jun 30, 26

-30

0.21%

Sara-Bay Financial

26.50K

Jun 30, 26

+26.50K

0.20%

CREATIVE FINANCIAL DESIGNS INC /ADV

24.67K

Jun 30, 26

+10.42K

0.19%

Modera Wealth Management, LLC

22.17K

Jun 30, 26

+18.55K

0.17%

Cetera Investment Advisers

21.28K

Jun 30, 26

+5.26K

0.16%

HB Wealth Management, LLC

20.93K

Jun 30, 26

+20.93K

0.16%

Planning Center, Inc.

20.12K

Jun 30, 26

-4.10K

0.15%

CULBERTSON A N & CO INC

19.59K

Jun 30, 26

+11.89K

0.15%

Steele Capital Management, Inc.

17.98K

Jun 30, 26

-8.04K

0.14%

Attessa Capital LLC

17.06K

Jun 30, 26

+8.87K

0.13%

Baird Financial Group, Inc.

16.76K

Jun 30, 26

+74

0.13%

HARBOUR INVESTMENT MANAGEMENT LLC

16.18K

Jun 30, 26

-265

0.12%

COMMONWEALTH EQUITY SERVICES, LLC

13.40K

Jun 30, 26

-9.24K

0.10%

ORSER CAPITAL MANAGEMENT, LLC

13.23K

Jun 30, 26

0.10%

Steward Partners Investment Advisory, LLC

11.96K

Jun 30, 26

-12.79K

0.09%

Savvy Advisors, Inc.

11.90K

Jun 30, 26

+462

0.09%

Tower Research Capital LLC (TRC)

11.59K

Jun 30, 26

+11.59K

0.09%

Kestra Advisory Services, LLC

11.58K

Jun 30, 26

+2.04K

0.09%

Mariner, LLC

11.51K

Jun 30, 26

0.09%

Integrated Wealth Concepts LLC

11.17K

Jun 30, 26

+4.62K

0.08%

HARBOR INVESTMENT ADVISORY, LLC

10.58K

Jun 30, 26

+10.58K

0.08%

Manuka Financial, LLC

10.56K

Jun 30, 26

+91

0.08%

Mills Wealth Advisors LLC

10.31K

Jun 30, 26

+10.31K

0.08%

Private Advisory Group LLC

9.89K

Jun 30, 26

+9.89K

0.07%

Wealthquest Corp

9.81K

Jun 30, 26

+132

0.07%

Core Wealth Advisors, Inc.

9.29K

Jun 30, 26

-1.32K

0.07%

CI Private Wealth, LLC

8.76K

Jun 30, 26

0.07%

Kestra Investment Management, LLC

8.20K

Jun 30, 26

+8.20K

0.06%

Quantinno Capital Management LP

7.47K

Jun 30, 26

0.06%

NewEdge Advisors, LLC

7.00K

Jun 30, 26

+2.37K

0.05%

Hurlow Wealth Management Group, Inc.

6.87K

Jun 30, 26

+6.87K

0.05%

Rye Brook Capital LLC

5.47K

Jun 30, 26

+5.47K

0.04%

Forum Financial Management, LP

4.93K

Jun 30, 26

+4.93K

0.04%

Crown Wealth Group, LLC

4.64K

Jun 30, 26

-1.47K

0.04%

Bridgewealth Advisory Group, LLC

4.25K

Jun 30, 26

-975

0.03%

Index Fund Advisors, Inc.

3.98K

Jun 30, 26

+3.98K

0.03%

Randolph Co Inc

3.96K

Jun 30, 26

+3.96K

0.03%

Cambridge Investment Research Advisors, Inc.

3.86K

Jun 30, 26

+3.86K

0.03%

Simmons Bank

3.68K

Jun 30, 26

0.03%

HARBOUR INVESTMENTS, INC.

3.59K

Jun 30, 26

+2.35K

0.03%

CWS Financial Advisors, LLC

3.21K

Jun 30, 26

+3.21K

0.02%

Buckingham Strategic Partners

2.98K

Jun 30, 26

0.02%

Graney & King, LLC

2.94K

Jun 30, 26

+129

0.02%

Schiavi & Co LLC

2.66K

Jun 30, 26

0.02%

DiNuzzo Private Wealth, Inc.

2.65K

Jun 30, 26

0.02%

S.A. Mason LLC

2.54K

Jun 30, 26

+2.54K

0.02%

FIFTH THIRD BANCORP

1.70K

Jun 30, 26

+1.50K

0.01%

NATIONAL BANK OF CANADA /FI/

1.61K

Jun 30, 26

+24

0.01%

Asset Dedication, LLC

1.55K

Jun 30, 26

0.01%

NORTHSTAR ASSET MANAGEMENT LLC

1.05K

Jun 30, 26

+1.05K

0.01%

FIDUCIARY ADVISORS, INC.

806

Jun 30, 26

0.01%

IFP Advisors, Inc

483

Jun 30, 26

0.00%

North Star Investment Management Corp.

427

Jun 30, 26

0.00%

AE Wealth Management LLC

310

Jun 30, 26

+310

0.00%

JPMORGAN CHASE & CO

127

Jun 30, 26

-259

0.00%

VANGUARD ADVISERS INC

Jun 30, 26

0.00%

Colony Group, LLC

Jun 30, 26

-2.86K

ANDERSON HOAGLAND & CO

Jun 30, 26

-21.90K

Creative Planning

Jun 30, 26

-3.40K

Sentinus, LLC

Jun 30, 26

-4.00K

Allworth Financial LP

Jun 30, 26

-376

UMB Bank, n.a.

Jun 30, 26

-1.51K

BNP PARIBAS ARBITRAGE, SNC

Jun 30, 26

-2.63K

BURLING WEALTH PARTNERS, LLC

Jun 30, 26

-17.57K

BANK OF AMERICA CORP /DE/

482.26K

Mar 31, 26

+50.82K

3.64%

RFP Financial Group LLC

280.45K

Mar 31, 26

+280.45K

2.12%

MORGAN STANLEY

255.67K

Mar 31, 26

+132.60K

1.93%

Coston, McIsaac & Partners

240.65K

Mar 31, 26

+34.11K

1.82%

UBS Group AG

154.17K

Mar 31, 26

+83.28K

1.16%

ROYAL BANK OF CANADA

109.75K

Mar 31, 26

+47.92K

0.83%

GOLDMAN SACHS GROUP INC

72.60K

Mar 31, 26

+72.60K

0.55%

Waverly Advisors, LLC

52.62K

Mar 31, 26

+24.57K

0.40%

JANE STREET GROUP, LLC

50.40K

Mar 31, 26

+45.07K

0.38%

ADVISOR GROUP HOLDINGS, INC.

33.66K

Mar 31, 26

+24.91K

0.25%

Steward Partners Investment Advisory, LLC

24.75K

Mar 31, 26

-4.56K

0.19%

RAYMOND JAMES FINANCIAL INC

22.25K

Mar 31, 26

+22.25K

0.17%

Baird Financial Group, Inc.

16.69K

Mar 31, 26

+16.69K

0.13%

Sierra Capital LLC

16.69K

Mar 31, 26

0.13%

Cetera Investment Advisers

16.02K

Mar 31, 26

+11.02K

0.12%

Kingsview Wealth Management, LLC

14.92K

Mar 31, 26

-6.05K

0.11%

UNITED CAPITAL FINANCIAL ADVISERS, LLC

10.40K

Mar 31, 26

0.08%

CI Private Wealth, LLC

8.76K

Mar 31, 26

+47

0.07%

Modern Wealth Management, LLC

8.22K

Mar 31, 26

+3.41K

0.06%

Quantinno Capital Management LP

7.47K

Mar 31, 26

0.06%

Integrated Wealth Concepts LLC

6.55K

Mar 31, 26

+6.55K

0.05%

CITADEL ADVISORS LLC

4.91K

Mar 31, 26

-11.82K

0.04%

NewEdge Advisors, LLC

4.63K

Mar 31, 26

0.03%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

3.86K

Mar 31, 26

-16.66K

0.03%

Creative Planning

3.40K

Mar 31, 26

+3.40K

0.03%

Colony Group, LLC

2.86K

Mar 31, 26

0.02%

BNP PARIBAS ARBITRAGE, SNC

2.63K

Mar 31, 26

+2.63K

0.02%

UMB Bank, n.a.

1.51K

Mar 31, 26

+1.51K

0.01%

Parkside Financial Bank & Trust

578

Mar 31, 26

+380

0.00%

VANGUARD ADVISERS INC

Mar 31, 26

0.00%

WELLS FARGO & COMPANY/MN

Mar 31, 26

0.00%

EP Wealth Advisors, LLC

Mar 31, 26

-4.11K

Orion Capital Management LLC

Mar 31, 26

-15

D.B. Root & Company, LLC

Mar 31, 26

-16.43K

JONES FINANCIAL COMPANIES LLLP

Mar 31, 26

-781

CWM, LLC

Mar 31, 26

-149

COMERICA BANK

200

Dec 31, 25

+200

0.00%