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Vanguard TTL STK Mkt-Adm (VTSAX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Great Lakes Advisors, LLC
DECREASED
Shares73,490 from 73,544
Change-54 (0%)
Value$13.4M (+$135.9K)
Filed 2026-11-06
Fulton Bank, N.A.
DECREASED
Shares41,771 from 49,947
Change-8,176 (-16%)
Value$7.6M (-$1.4M)
Filed 2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED
Shares31,607 from 31,916
Change-309 (-1%)
Value$5.8M (+$6.9K)
Filed 2026-11-05
Coston, McIsaac & Partners
INCREASED
Shares18,332 from 18,330
Change+2 (+0%)
Value$3.3M (+$37.4K)
Filed 2026-11-06
Carret Asset Management, LLC
NEW
Shares7,127
Change+7,127
Value$1.3M
Filed 2026-11-04
First Merchants Corp
DECREASED
Shares3,120 from 3,773
Change-653 (-17%)
Value$568.3K (-$111.3K)
Filed 2026-10-15
Central Bank & Trust Co
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$412.2K (+$4.5K)
Filed 2026-10-09
Violich Capital Management, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$364.3K (+$4.0K)
Filed 2026-10-05
Neville Rodie & Shaw Inc
INCREASED
Shares1,559 from 1,555
Change+4 (+0%)
Value$284 (+$4)
Filed 2026-10-05
Woodstock Corp
DECREASED
Shares1,416 from 1,502
Change-86 (-6%)
Value$258.0K (-$12.6K)
Filed 2026-10-13
Vermillion Wealth Management, Inc.
DECREASED
Shares178 from 573
Change-395 (-69%)
Value$32.5K (-$70.8K)
Filed 2026-10-26
Point Nemo Capital, LLC
CLOSED
Shares0 from 33,051
Change-33,051 (-100%)
Value$0 (-$6.0M)
Filed 2026-11-03
North Point Portfolio Managers Corp
CLOSED
Shares0 from 1,920
Change-1,920 (-100%)
Value$0 (-$346.0K)
Filed 2026-10-07
Wealthspire Advisors, LLC
N/A
Shares— from 23,154
Change-23,154 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 21,873
Change-21,873 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 11,863
Change-11,863 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 11,794
Change-11,794 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7,841
Change-7,841 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 3,975
Change-3,975 (-100%)
Value—
Rowlandmiller & Partners.adv
N/A
Shares— from 3,839
Change-3,839 (-100%)
Value—
Dempze Nancy E
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
U S Wealth Group, Llc.
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
Trivant Custom Portfolio Group, LLC
N/A
Shares— from 2,219
Change-2,219 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,125
Change-1,125 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 979
Change-979 (-100%)
Value—
Status
Great Lakes Advisors, LLC
DECREASED73,49073,544-540%$13.3M$13.4M+$135.9K2026-11-06
Fulton Bank, N.A.
DECREASED41,77149,947-8,176-16%$9.0M$7.6M-$1.4M2026-10-14
Williams Jones Wealth Management, Llc.
DECREASED31,60731,916-309-1%$5.8M$5.8M+$6.9K2026-11-05
Coston, McIsaac & Partners
INCREASED18,33218,330+2+0%$3.3M$3.3M+$37.4K2026-11-06
Carret Asset Management, LLC
NEW7,127—+7,127——$1.3M—2026-11-04
First Merchants Corp
DECREASED3,1203,773-653-17%$679.6K$568.3K-$111.3K2026-10-15
Central Bank & Trust Co
UNCHANGED2,2632,26300%$407.7K$412.2K+$4.5K2026-10-09
Violich Capital Management, Inc.
UNCHANGED2,0002,00000%$360.4K$364.3K+$4.0K2026-10-05
Neville Rodie & Shaw Inc
INCREASED1,5591,555+4+0%$280$284+$42026-10-05
Woodstock Corp
DECREASED1,4161,502-86-6%$270.6K$258.0K-$12.6K2026-10-13
Vermillion Wealth Management, Inc.
DECREASED178573-395-69%$103.3K$32.5K-$70.8K2026-10-26
Point Nemo Capital, LLC
CLOSED033,051-33,051-100%$6.0M$0-$6.0M2026-11-03
North Point Portfolio Managers Corp
CLOSED01,920-1,920-100%$346.0K$0-$346.0K2026-10-07
Wealthspire Advisors, LLC
N/A—23,154-23,154-100%$4.2M———
North Star Asset Management Inc
N/A—21,873-21,873-100%$3.9M———
Hemenway Trust Co LLC
N/A—11,863-11,863-100%$2.1M———
Arvest Bank Trust Division
N/A—11,794-11,794-100%$2.1M———
Financial Gravity Companies, Inc.
N/A—7,841-7,841-100%$1.4M———
McLaughlin Asset Management, Inc.
N/A—3,975-3,975-100%$716.3K———
Rowlandmiller & Partners.adv
N/A—3,839-3,839-100%$691.8K———
Dempze Nancy E
N/A—2,887-2,887-100%$520.1K———
U S Wealth Group, Llc.
N/A—2,224-2,224-100%$400.8K———
Trivant Custom Portfolio Group, LLC
N/A—2,219-2,219-100%$399.8K———
Ethos Financial Group, LLC
N/A—1,885-1,885-100%$330.5K———
Park Place Capital Corp
N/A—1,125-1,125-100%$202.7K———
McMillan Office, Inc.
N/A—979-979-100%$176.5K———
Showing 26 of 26 institutions