Who Owns VANGUARD (VSDM)? -- Institutional Holders (2026-06-30)

135 institutions reported holding $282.7M of VANGUARD (VSDM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Investment Services of America, Inc. ($21.5M), TRUIST FINANCIAL CORP ($19.2M), Mills Wealth Advisors LLC ($12.6M), S.A. Mason LLC ($12.6M), Opus Capital Group, LLC ($11.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Capital Investment Services of America, Inc.$21.5M280,929Added
2TRUIST FINANCIAL CORP$19.2M251,105Added
3Mills Wealth Advisors LLC$12.6M164,926Trimmed
4S.A. Mason LLC$12.6M163,888Added
5Opus Capital Group, LLC$11.4M148,913Added
6Keystone Financial Group, Inc.$10.9M142,196Added
7Kestra Investment Management, LLC$10.7M139,319New
8American Investment Services, Inc.$9.9M128,709Added
9MOSAIC FAMILY WEALTH PARTNERS, LLC$9.7M126,587Added
10CGN Advisors LLC$9.5M124,154Added
11Quantinno Capital Management LP$7.5M98,000New
12Frisch Financial Group, Inc.$7.5M98,000New
13Acumen Wealth Advisors, LLC$6.3M82,467Added
14Beaird Harris Wealth Management, LLC$5.7M74,692Added
15RW Investment Management LLC$5.4M70,309Added
16IRON Financial LLC$5.0M65,840Added
17COMMONWEALTH EQUITY SERVICES, LLC$5.0M65,487Added
18MASTER'S WEALTH MANAGEMENT INC.$4.7M61,689Added
19Rialto Wealth Management, LLC$4.7M61,252Added
20JONES FINANCIAL COMPANIES LLLP$3.9M50,496Added
21Belpointe Asset Management LLC$3.9M50,421Added
22Alliance Private Wealth, LLC$3.5M45,501Trimmed
23TD Capital Management LLC$3.3M43,473New
24Bank of New York Mellon Corp$3.2M41,724Trimmed
25Topsail Wealth Management, LLC$3.1M40,843Added

Source: SEC Form 13F filings · as of 2026-06-30