CUSIP 922908728
VANGUARD TOTAL STOCK MKT
47 institutions · $66.1M total · 575,461 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Disciplina Capital Management LLC | 62,205 | $20.9M | 10.80% | 2025-12-31 |
| 2 | Fulton Bank, N.A. | 50,304 | $8.2M | 8.74% | 2025-12-31 |
| 3 | Williams Jones Wealth Management, LLC. | 28,696 | $4.7M | 4.98% | 2025-12-31 |
| 4 | NORTH STAR ASSET MANAGEMENT INC | 20,174 | $3.3M | 3.50% | 2025-12-31 |
| 5 | Silvercrest Asset Management Group LLC | 20,334 | $3.0M | 3.53% | 2025-06-30 |
| 6 | Brooklyn Investment Group | 18,672 | $2.8M | 3.24% | 2025-06-30 |
| 7 | MOTCO | 20,287 | $2.6M | 3.52% | 2024-06-30 |
| 8 | Hemenway Trust Co LLC | 11,863 | $1.9M | 2.06% | 2025-12-31 |
| 9 | Arvest Bank Trust Division | 10,886 | $1.8M | 1.89% | 2025-12-31 |
| 10 | STEWART & PATTEN CO LLC | 14,001 | $1.8M | 2.43% | 2024-03-31 |
| 11 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10,554 | $1.7M | 1.83% | 2025-12-31 |
| 12 | Fifth Third Wealth Advisors LLC | 8,207 | $1.3M | 1.42% | 2025-12-31 |
| 13 | Financial Gravity Asset Management, Inc. | 7,794 | $1.3M | 1.35% | 2025-12-31 |
| 14 | RiverFront Investment Group, LLC | 8,390 | $1.2M | 1.45% | 2025-06-30 |
| 15 | Financial Gravity Companies, Inc. | 7,751 | $1.1M | 1.34% | 2025-06-30 |
| 16 | ORG Partners LLC | 8,657 | $1.1M | 1.50% | 2024-06-30 |
| 17 | Hurley Capital, LLC | 6,085 | $972.1K | 1.05% | 2025-09-30 |
| 18 | ROWLANDMILLER & PARTNERS.ADV | 4,537 | $740.5K | 0.78% | 2025-12-31 |
| 19 | FIRST MERCHANTS CORP | 4,201 | $685.7K | 0.73% | 2025-12-31 |
| 20 | ORLEANS CAPITAL MANAGEMENT CORP/LA | 5,044 | $656.9K | 0.87% | 2024-06-30 |
| 21 | Trivant Custom Portfolio Group, LLC | 3,219 | $514.2K | 0.55% | 2025-09-30 |
| 22 | Dempze Nancy E | 2,887 | $471.1K | 0.50% | 2025-12-31 |
| 23 | U S WEALTH GROUP, LLC. | 2,765 | $441.7K | 0.48% | 2025-09-30 |
| 24 | ENCOMPASS WEALTH ADVISORS, LLC | 3,107 | $428.3K | 0.53% | 2024-09-30 |
| 25 | Ethos Financial Group, LLC | 2,520 | $411.2K | 0.43% | 2025-12-31 |
| 26 | CENTRAL BANK & TRUST CO | 2,263 | $369.3K | 0.39% | 2025-12-31 |
| 27 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1,573 | $256.7K | 0.27% | 2025-12-31 |
| 28 | TUCKER ASSET MANAGEMENT LLC | 1,773 | $250.0K | 0.30% | 2024-12-31 |
| 29 | WOODSTOCK CORP | 1,502 | $245.1K | 0.26% | 2025-12-31 |
| 30 | KELLY LAWRENCE W & ASSOCIATES INC/CA | 1,560 | $197.5K | 0.27% | 2024-03-31 |
| 31 | McMillan Office, Inc. | 979 | $159.8K | 0.17% | 2025-12-31 |
| 32 | Luminist Capital LLC | 804 | $128.9K | 0.13% | 2025-09-30 |
| 33 | Bull Oak Capital, LLC | 705 | $97.2K | 0.12% | 2024-09-30 |
| 34 | Vermillion Wealth Management, Inc. | 568 | $90.8K | 0.09% | 2025-09-30 |
| 35 | Kohmann Bosshard Financial Services, LLC | 480 | $78.3K | 0.08% | 2025-12-31 |
| 36 | Garde Capital, Inc. | 203,966 | $28.8K | 35.44% | 2024-12-31 |
| 37 | KELLEHER FINANCIAL ADVISORS | 157 | $25.7K | 0.02% | 2025-12-31 |
| 38 | Fairfield Financial Advisors, LTD | 161 | $22.7K | 0.02% | 2024-12-31 |
| 39 | Livelsberger Financial Advisory | 185 | $21.5K | 0.03% | 2024-03-31 |
| 40 | Lester Murray Antman dba SimplyRich | 3,854 | $570 | 0.66% | 2025-06-30 |
| 41 | PROFESSIONAL ADVISORY SERVICES INC | 3,683 | $545 | 0.64% | 2025-06-30 |
| 42 | ROTHSCHILD INVESTMENT LLC /IL | 3,463 | $358 | 0.60% | 2023-12-31 |
| 43 | NEVILLE RODIE & SHAW INC | 1,547 | $253 | 0.26% | 2025-12-31 |
| 44 | Jackson Creek Investment Advisors LLC | 1,519 | $225 | 0.26% | 2025-06-30 |
| 45 | Coston, McIsaac & Partners | 1,193 | $194 | 0.20% | 2025-12-31 |
| 46 | Motiv8 Investments LLC | 178 | $29 | 0.03% | 2025-12-31 |
| 47 | DIVIDEND ASSETS CAPITAL, LLC | 208 | $22 | 0.03% | 2023-12-31 |