VANGUARD ADVISERS INC

Wealth advisor Mechanical CIK 947529
League rank
#2148
in Wealth advisor · #5355 overall
Long book
$25.51B
Q1 2026
Positions
668
Top-10 weight
96%
concentration
Last quarter
+9.8%
SPY +14.8%
Turnover
of book per quarter

Strategy in plain words

auto-generated from filings

VANGUARD ADVISERS INC is a wealth-management firm allocating client money, running a $25.51B US long book across 668 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, VANGUARD TOTAL INTL STOCK, VANGUARD TOTAL BOND MARKET, VANGUARD TOTAL INTL BOND ETF, VANGUARD S&P 500 ETF.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Sector allocation

Financials
50%
Technology
27%
Consumer discretionary
8%
Healthcare
4%
Industrials
4%
Services media
2%
Other
2%
Energy
1%

Long book by quarter

$25.51B
Q1 2026

What does VANGUARD ADVISERS own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials0$239K0.0%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 8, 2026668$25.51B canonicalSEC ↗
Q4 202513F-NTJan 29, 2026$0 SEC ↗
Q3 202513F-NTNov 7, 2025$0 SEC ↗
Q2 202513F-NTAug 12, 2025$0 SEC ↗
Q1 202513F-NTMay 9, 2025$0 SEC ↗
Q4 202413F-NTFeb 11, 2025$0 SEC ↗
Q3 202413F-NTNov 13, 2024$0 SEC ↗
Q2 202413F-NTAug 13, 2024$0 SEC ↗
Q1 202413F-NTMay 10, 2024$0 SEC ↗