VANGUARD ADVISERS INC
CIK
947529
Location
Malvern, PA
Portfolio Value
Micro
$9,452,255
Diversification
Highly concentrated
Filing Date
Mar 31, 2026
Global Rank
#8,142
/ 8,592
Top Industry
Semiconductors
26.8%
Period ended 3 months ago
Filed May 8, 2026 · 42d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.0%
SPY
+1.4%
Annualised alpha
—
Max drawdown
−5.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
83 positions · as of Mar 31, 2026Top Position
65.9%
of portfolio value
Top 5
96.6%
of portfolio value
Top 10
97.7%
of portfolio value
HHI
4,993
Highly concentrated
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 95.8% | $9,050,550 |
| Technology | 1.7% | $162,593 |
| Financial Services | 1.0% | $90,739 |
| Consumer Cyclical | 0.5% | $44,406 |
| Healthcare | 0.3% | $28,007 |
| Communication Services | 0.2% | $23,003 |
| Consumer Defensive | 0.2% | $20,474 |
| Industrials | 0.2% | $16,266 |
| Energy | 0.1% | $6,350 |
| Utilities | 0.1% | $5,801 |
| Basic Materials | 0.0% | $2,904 |
| Real Estate | 0.0% | $1,162 |
83 positions ·
$9,452,255 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 83 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
First | 9,583 | $6,232,208 | 65.93% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 4,113 | $2,373,941 | 25.12% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
First | 741 | $343,223 | 3.63% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
First | 153 | $94,364 | 1.00% | |
| NVDA |
Nvidia Corp
Technology
|
First | 499 | $87,025 | 0.92% | |
| BX |
Blackstone Inc.
Financial Services
|
First | 378 | $43,466 | 0.46% | |
| MSFT |
Microsoft Corp
Technology
|
First | 67 | $24,801 | 0.26% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 50 | $15,475 | 0.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 54 | $13,199 | 0.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 37 | $10,883 | 0.12% | |
| NFLX |
Netflix Inc
Communication Services
|
First | 110 | $10,576 | 0.11% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 50 | $10,413 | 0.11% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
First | 62 | $9,069 | 0.10% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
First | 27 | $8,880 | 0.09% | |
| AAPL |
Apple Inc.
Technology
|
First | 32 | $8,121 | 0.09% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 60 | $7,456 | 0.08% | |
| SLV |
iShares Silver Trust
|
First | 100 | $6,814 | 0.07% | |
| LMT |
Lockheed Martin Corp
Industrials
|
First | 11 | $6,648 | 0.07% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
First | 15 | $6,509 | 0.07% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 18 | $5,594 | 0.06% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
First | 25 | $5,415 | 0.06% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 45 | $5,413 | 0.06% | |
| BDJ |
BlackRock Enhanced Equity Dividend Trust
Financial Services
|
First | 601 | $5,180 | 0.05% | |
| VZ |
Verizon Communications Inc
Communication Services
|
First | 100 | $5,020 | 0.05% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 101 | $4,923 | 0.05% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 10 | $4,792 | 0.05% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 8 | $4,577 | 0.05% | |
| CB |
Chubb Ltd
Financial Services
|
First | 14 | $4,563 | 0.05% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 12 | $4,461 | 0.05% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
First | 17 | $4,424 | 0.05% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 55 | $4,267 | 0.05% | |
| AMGN |
Amgen Inc
Healthcare
|
First | 12 | $4,222 | 0.04% | |
| TRIN |
Trinity Capital Inc.
Financial Services
|
First | 277 | $4,074 | 0.04% | |
| TGT |
Target Corp
Consumer Defensive
|
First | 33 | $3,999 | 0.04% | |
| CME |
Cme Group Inc.
Financial Services
|
First | 13 | $3,839 | 0.04% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 21 | $3,562 | 0.04% | |
| AEP |
American Electric Power Co Inc
Utilities
|
First | 27 | $3,539 | 0.04% | |
| MU |
Micron Technology Inc
Technology
|
First | 10 | $3,378 | 0.04% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 22 | $3,177 | 0.03% | |
| MA |
Mastercard Inc
Financial Services
|
First | 6 | $2,997 | 0.03% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
First | 10 | $2,904 | 0.03% | |
| DDS |
Dillard's, Inc.
Consumer Cyclical
|
First | 5 | $2,860 | 0.03% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 18 | $2,795 | 0.03% | |
| DVN |
Devon Energy Corp/De
Energy
|
First | 55 | $2,767 | 0.03% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 11 | $2,668 | 0.03% | |
| RIVN |
Rivian Automotive, Inc. / DE
Consumer Cyclical
|
First | 150 | $2,257 | 0.02% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
First | 118 | $2,227 | 0.02% | |
| KMB |
Kimberly Clark Corp
Consumer Defensive
|
First | 23 | $2,218 | 0.02% | |
| NEE |
Nextera Energy Inc
Utilities
|
First | 23 | $2,136 | 0.02% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 9 | $1,830 | 0.02% |