Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 922908728

VANGUARD TOTAL STOCK MKT IDX ADM

53 institutions · $70.5M total · 695,070 shares

#ManagerSharesValue% of TotalPeriod
1Disciplina Capital Management LLC62,205$20.9M8.94%2025-12-31
2Fulton Bank, N.A.50,304$8.2M7.23%2025-12-31
3Williams Jones Wealth Management, LLC.28,696$4.7M4.12%2025-12-31
4NORTH STAR ASSET MANAGEMENT INC20,174$3.3M2.90%2025-12-31
5SILVERCREST ASSET MANAGEMENT GROUP LLC20,334$3.0M2.92%2025-06-30
6Brooklyn Investment Group18,672$2.8M2.68%2025-06-30
7SWS Partners42,247$2.7M6.07%2023-09-30
8MOTCO20,287$2.6M2.91%2024-06-30
9Hemenway Trust Co LLC11,863$1.9M1.70%2025-12-31
10Arvest Bank Trust Division10,886$1.8M1.56%2025-12-31
11STEWART & PATTEN CO LLC14,001$1.8M2.01%2024-03-31
12FERGUSON WELLMAN CAPITAL MANAGEMENT, INC10,554$1.7M1.51%2025-12-31
13Fifth Third Wealth Advisors LLC8,207$1.3M1.18%2025-12-31
14Financial Gravity Asset Management, Inc.7,794$1.3M1.12%2025-12-31
15RiverFront Investment Group, LLC8,390$1.2M1.20%2025-06-30
16Atlas Wealth LLC11,961$1.2M1.72%2023-06-30
17Financial Gravity Companies, Inc.7,751$1.1M1.11%2025-06-30
18ORG Partners LLC8,657$1.1M1.24%2024-06-30
19Hurley Capital, LLC6,085$972.1K0.87%2025-09-30
20ROWLAND & CO INVESTMENT COUNSEL/ADV4,537$740.5K0.65%2025-12-31
21FIRST MERCHANTS CORP4,201$685.7K0.60%2025-12-31
22ORLEANS CAPITAL MANAGEMENT CORP/LA5,044$656.9K0.72%2024-06-30
23Trivant Custom Portfolio Group, LLC3,219$514.2K0.46%2025-09-30
24Dempze Nancy E2,887$471.1K0.41%2025-12-31
25U S WEALTH GROUP, LLC.2,765$441.7K0.39%2025-09-30
26ENCOMPASS WEALTH ADVISORS, LLC3,107$428.3K0.44%2024-09-30
27Ethos Financial Group, LLC2,520$411.2K0.36%2025-12-31
28CENTRAL BANK & TRUST CO2,263$369.3K0.32%2025-12-31
29GREAT LAKES ADVISORS, LLC3,357$360.3K0.48%2023-09-30
30NORTH POINT PORTFOLIO MANAGERS CORP/OH1,573$256.7K0.22%2025-12-31
31TUCKER ASSET MANAGEMENT LLC1,773$250.0K0.25%2024-12-31
32WOODSTOCK CORP1,502$245.1K0.21%2025-12-31
33KELLY LAWRENCE W & ASSOCIATES INC/CA1,560$197.5K0.22%2024-03-31
34McMillan Office, Inc.979$159.8K0.14%2025-12-31
35Luminist Capital LLC804$128.9K0.11%2025-09-30
36Strategic Investment Solutions, Inc. /IL960$97.8K0.13%2023-09-30
37Bull Oak Capital, LLC705$97.2K0.10%2024-09-30
38Vermillion Wealth Management, Inc.568$90.8K0.08%2025-09-30
39Kohmann Bosshard Financial Services, LLC480$78.3K0.06%2025-12-31
40Register Financial Advisors LLC621$57.8K0.08%2023-03-31
41Garde Capital, Inc.203,966$28.8K29.34%2024-12-31
42Wall Street Access Asset Management, LLC157$25.7K0.02%2025-12-31
43Fairfield Financial Advisors, LTD161$22.7K0.02%2024-12-31
44Livelsberger Financial Advisory185$21.5K0.02%2024-03-31
45GOFEN & GLOSSBERG LLC /IL/60,463$5.6K8.69%2023-03-31
46Lester Murray Antman dba SimplyRich3,854$5700.55%2025-06-30
47PROFESSIONAL ADVISORY SERVICES INC3,683$5450.52%2025-06-30
48ROTHSCHILD INVESTMENT CORP /IL3,463$3580.49%2023-12-31
49NEVILLE RODIE & SHAW INC1,547$2530.22%2025-12-31
50Jackson Creek Investment Advisors LLC1,519$2250.21%2025-06-30
51Coston, McIsaac & Partners1,193$1940.17%2025-12-31
52Motiv8 Investments LLC178$290.02%2025-12-31
53DIVIDEND ASSETS CAPITAL, LLC208$220.02%2023-12-31