Avior Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Avior Wealth Management, LLC reported 2,457 stock positions worth $2.7 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 6.6% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 3.9%) and Vngrd Mrngstr MC GRW ETF-Usd (VOT, 3.3%). Compared with Q3 2024, it opened 259 new positions, sold out of 104, added to 876 and reduced 724. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +36%) and the biggest sale Invesco Bulletshares 2025 CB (BSCP, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001599868
- Portfolio Value
- $2.7B (Q4 2024)
- SEC Filing
- 0001599868-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 2,457 stocks · $2.7B
| VUG Vanguard Mrngstar GR ETF-Sui | 6.62% | 441,053 | $181.0M | Add +36.4% |
| DGRO iShares Core Dividend Growth | 3.90% | 1,737,706 | $106.6M | Add +2.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 3.33% | 358,691 | $91.0M | Add +17.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 3.14% | 530,145 | $85.7M | Add +6.7% |
| IVV iShares Core S&P 500 ETF | 2.52% | 116,976 | $68.9M | Add +4.7% |
| JAVA JPMorgan Active Value ETF | 2.22% | 960,089 | $60.8M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.10% | 126,529 | $57.4M | Add +2.7% |
| JGRO JPMorgan Active Growth ETF | 1.86% | 626,819 | $50.8M | Reduce -3.8% |
| AAPL Apple Inc. | 1.80% | 196,440 | $49.2M | Add +15.8% |
| IMCG iShares Morningstar Mid-Cap | 1.54% | 557,968 | $42.1M | Add +1.8% |
| BSCT Invesco Bulletshares 2029 CB | 1.48% | 2,207,836 | $40.5M | Add +12.1% |
| BSCR Invesco Bulletshares 2027 CB | 1.48% | 2,070,713 | $40.3M | Add +12.2% |
| BND Vanguard Total Bond Market | 1.39% | 529,944 | $38.1M | Add +848.3% |
| VOO Vanguard S&P 500 ETF | 1.33% | 67,574 | $36.4M | Add +4.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.33% | 129,719 | $36.3M | Add +28.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.26% | 203,966 | $34.5M | Add +56.4% |
| BSCV Invesco Bulletshares 2031 CB | 1.17% | 1,998,814 | $32.1M | Add +119374.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.13% | 603,928 | $30.9M | Add +0.8% |
| NVDA Nvidia Corp. | 1.13% | 229,024 | $30.8M | Add +20.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.09% | 124,281 | $29.8M | Add +1.6% |
| BIV Vanguard Intermediate-Term B | 1.08% | 394,938 | $29.5M | Add +4.7% |
| XMVM Invesco S&P Midcap Value Wit | 1.06% | 521,333 | $28.9M | Add +4.7% |
| VEA Vanguard Ftse Developed ETF | 1.01% | 578,984 | $27.6M | Add +5.2% |
| BSV Vanguard Short-Term Bond ETF | 0.92% | 327,120 | $25.3M | Add +9.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.91% | 72,566 | $24.9M | Reduce -3.0% |
| MSFT Microsoft Corp. | 0.87% | 56,624 | $23.9M | Reduce -2.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.87% | 413,392 | $23.7M | Add +2.3% |
| SCHB Schwab US Broad Market ETF | 0.85% | 1,025,285 | $23.3M | Reduce -1.6% |
| IVW iShares S&P 500 Growth ETF | 0.82% | 220,672 | $22.4M | Add +8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 36,849 | $21.6M | Add +2.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.78% | 475,294 | $21.4M | Add +1.7% |
| MUB iShares National Muni Bond E | 0.74% | 190,734 | $20.3M | Add +4.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.73% | 407,311 | $20.0M | Add +4.0% |
| SCHP Schwab U.S. Tips ETF | 0.73% | 768,173 | $19.8M | Add +4.8% |
| SCHO Schwab Short-Term US Treas | 0.72% | 821,653 | $19.8M | Add +4.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.70% | 96,344 | $19.1M | Add +30.5% |
| SMIZ Zacks Small/Mid Cap ETF | 0.68% | 560,743 | $18.6M | Add +36.3% |
| AMZN Amazon.com Inc. | 0.68% | 84,123 | $18.5M | Reduce -0.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.66% | 206,355 | $18.0M | Reduce -44.0% |
| AVUV Avantis US Small Cap Value | 0.65% | 183,805 | $17.7M | Add +140209.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.59% | 200,984 | $16.1M | Reduce -0.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.57% | 125,518 | $15.7M | Reduce -0.2% |
| VCIT Vanguard Int-Term Corporate | 0.56% | 189,182 | $15.2M | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 0.51% | 317,962 | $14.0M | Add +35.1% |
| META Meta Platforms Inc. Class A | 0.48% | 22,287 | $13.0M | Reduce -5.6% |
| VYM Vanguard High DVD Yield ETF | 0.45% | 95,451 | $12.2M | Add +40.4% |
| GOOGL Alphabet Inc. Class A | 0.44% | 63,108 | $11.9M | Reduce -3.9% |
| SCHD Schwab US DVD Equity ETF | 0.43% | 433,699 | $11.8M | Add +16.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.43% | 55,933 | $11.8M | Add +25675.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.42% | 39,791 | $11.5M | Add +84.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.41% | 218,782 | $11.3M | Reduce -1.1% |
| BA The Boeing Co. | 0.41% | 62,594 | $11.1M | Reduce -1.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.40% | 200,697 | $11.0M | Add +6.8% |
| HYLB Xtrackers Usd High Yield Cor | 0.39% | 292,572 | $10.6M | Add +9.0% |
| FLOT iShares Floating Rate Bond E | 0.38% | 205,636 | $10.5M | Add +21.8% |
| JPM JPMorgan Chase & Co. | 0.38% | 42,913 | $10.3M | Reduce -11.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.37% | 40,509 | $10.2M | Add +7.9% |
| HEGD Swan Hedged Equity US LG Cap | 0.37% | 445,437 | $10.0M | Add +9.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.36% | 19,484 | $10.0M | Add +30.3% |
| VNQ Vanguard Real Estate ETF | 0.36% | 109,937 | $9.8M | Add +67.9% |
| ORCL Oracle Corp. | 0.35% | 57,793 | $9.6M | Reduce -10.6% |
| ABBV Abbvie Inc. | 0.34% | 52,819 | $9.4M | Reduce -6.6% |
| UNP Union Pacific Corp. | 0.34% | 40,837 | $9.3M | Reduce -3.0% |
| SCHM Schwab US Mid Cap ETF | 0.34% | 334,864 | $9.3M | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 75,014 | $8.6M | Add +3.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.31% | 87,976 | $8.5M | Add +9102.5% |
| GOOG Alphabet Inc. Class C | 0.31% | 43,990 | $8.4M | Add +76.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.30% | 129,917 | $8.2M | Add +4.4% |
| TSLA Tesla Inc. | 0.29% | 19,919 | $8.0M | Reduce -16.9% |
| BSJQ Invesco Bulletshares 2026 HY | 0.28% | 325,307 | $7.6M | Add +3.6% |
| XOM Exxon Mobil Corp. | 0.27% | 69,475 | $7.5M | Reduce -22.3% |
| SPEM State Street SP PTF Em ETF | 0.26% | 185,959 | $7.1M | Reduce -0.5% |
| VXUS Vanguard Total Intl Stock | 0.26% | 119,952 | $7.1M | Reduce -2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.26% | 79,806 | $7.0M | Reduce -12.3% |
| HD Home Depot Inc. | 0.24% | 16,950 | $6.6M | Reduce -6.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 57,653 | $6.4M | Add +9.6% |
| ITOT iShares Core S&P Total U.S. | 0.23% | 49,040 | $6.3M | Add +94.9% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 99,772 | $6.2M | Reduce -9.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.23% | 22,859 | $6.2M | Reduce -1.4% |
| SCHH Schwab US REIT ETF | 0.22% | 291,421 | $6.1M | Add +3.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.22% | 269,553 | $6.1M | Add +2.4% |
| CRM Salesforce Inc. | 0.22% | 17,697 | $5.9M | Reduce -9.3% |
| GLDM SPDR Gold Minishares Trust | 0.21% | 112,586 | $5.9M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.21% | 25,160 | $5.8M | Reduce -3.7% |
| COST Costco Wholesale Corp. | 0.21% | 6,249 | $5.7M | Reduce -10.0% |
| IWB iShares Russell 1000 ETF | 0.21% | 17,819 | $5.7M | Reduce -1.8% |
| MA Mastercard Inc. Class A | 0.21% | 10,648 | $5.6M | Reduce -11.4% |
| GS Goldman Sachs Group Inc. | 0.20% | 9,734 | $5.6M | Reduce -17.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.20% | 162,490 | $5.5M | Reduce -5.1% |
| FISV Fiserv Inc. | 0.20% | 26,485 | $5.4M | Reduce -11.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.20% | 47,343 | $5.4M | Add +2148.0% |
| ABT Abbott Laboratories | 0.19% | 47,093 | $5.3M | Add +10.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.19% | 251,552 | $5.2M | Reduce -85.5% |
| JNJ Johnson & Johnson | 0.19% | 35,112 | $5.1M | Reduce -10.2% |
| UNH Unitedhealth Group Inc. | 0.18% | 9,910 | $5.0M | Reduce -12.2% |
| PG The Procter & Gamble Co. | 0.18% | 30,451 | $5.0M | Reduce -2.4% |
| IWF iShares Russell 1000 Growth | 0.18% | 12,239 | $4.9M | Add +4.3% |
| ACN Accenture PLC Class A | 0.17% | 13,437 | $4.7M | Reduce -0.8% |
| XLK SS Technology Select Sector | 0.17% | 20,081 | $4.7M | Add +2.0% |
| V Visa Inc. Class A | 0.17% | 14,736 | $4.7M | Reduce -6.3% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $28K (not counted above)
Lines left out (1) · $53 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| AGX Argan Inc. | COM | 0 | $53 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $2.7B.
Portfolio Sells Q3 2024 → Q4 2024
| BSCP Invesco Bulletshares 2025 CB | Reduce -85.5% | 0.19% | −1.24 |
| SLYV SS SPDR S&P 600 SC Val ETF | Reduce -44.0% | 0.66% | −0.62 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -78.3% | 0.13% | −0.53 |
| JAVA JPMorgan Active Value ETF | Reduce -0.6% | 2.22% | −0.24 |
| XOM Exxon Mobil Corp. | Reduce -22.3% | 0.27% | −0.14 |
| JGRO JPMorgan Active Growth ETF | Reduce -3.8% | 1.86% | −0.14 |
| MSFT Microsoft Corp. | Reduce -2.2% | 0.87% | −0.12 |
| ABBV Abbvie Inc. | Reduce -6.6% | 0.34% | −0.10 |
| ORCL Oracle Corp. | Reduce -10.6% | 0.35% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -12.2% | 0.18% | −0.08 |
| UNP Union Pacific Corp. | Reduce -3.0% | 0.34% | −0.07 |
| BAC Bank of America Corp. | Reduce -34.6% | 0.14% | −0.07 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Reduce -0.2% | 0.57% | −0.07 |
| SCHB Schwab US Broad Market ETF | Reduce -1.6% | 0.85% | −0.07 |
| JNJ Johnson & Johnson | Reduce -10.2% | 0.19% | −0.07 |
| BSMP Invesco Bulletshares 2025 MB | Reduce -97.4% | 0.00% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -5.6% | 0.48% | −0.06 |
| DHR Danaher Corp. | Reduce -12.8% | 0.12% | −0.06 |
| VXUS Vanguard Total Intl Stock | Reduce -2.6% | 0.26% | −0.06 |
| TLH iShares 10-20 Year Treasury | Reduce -83.1% | 0.01% | −0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -5.1% | 0.20% | −0.05 |
| HD Home Depot Inc. | Reduce -6.9% | 0.24% | −0.05 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -1.1% | 0.41% | −0.05 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -0.4% | 0.59% | −0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -3.0% | 0.91% | −0.05 |
| MCD McDonald's Corp. | Reduce -12.3% | 0.15% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -0.5% | 0.26% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.1% | 0.23% | −0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -12.3% | 0.26% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -22.0% | 0.13% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -22.2% | 0.07% | −0.04 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -10.0% | 0.21% | −0.04 |
| AZO AutoZone Inc. | Reduce -90.9% | 0.00% | −0.04 |
| SYK Stryker Corp. | Reduce -14.7% | 0.12% | −0.04 |
| ECL Ecolab Inc. | Reduce -16.7% | 0.08% | −0.03 |
| DFS Discover Financial Services | Reduce -80.8% | 0.01% | −0.03 |
| PEP Pepsico Inc. | Reduce -9.8% | 0.09% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -11.4% | 0.21% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -11.6% | 0.38% | −0.03 |
| GM General Motors Co. | Reduce -63.6% | 0.02% | −0.03 |
| NKE Nike Inc. Class B | Reduce -4.9% | 0.09% | −0.03 |
| AMGN Amgen Inc. | Reduce -49.8% | 0.02% | −0.03 |
| GS Goldman Sachs Group Inc. | Reduce -17.9% | 0.20% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.9% | 0.13% | −0.03 |
| AXP American Express Co. | Reduce -16.6% | 0.15% | −0.03 |
| ADP Automatic Data Processing | Reduce -15.9% | 0.13% | −0.03 |
| DOW Dow Inc. | Reduce -5.5% | 0.05% | −0.03 |
| BLK BlackRock Inc. | Reduce -16.7% | 0.14% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -8.7% | 0.09% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| VUG Vanguard Mrngstar GR ETF-Sui | Add +36.4% | 6.62% | +1.68 |
| BND Vanguard Total Bond Market | Add +848.3% | 1.39% | +1.23 |
| BSCV Invesco Bulletshares 2031 CB | Add +119374.8% | 1.17% | +1.17 |
| AVUV Avantis US Small Cap Value | Add +140209.2% | 0.65% | +0.65 |
| QQQM Invesco Nasdaq 100 ETF | Add +25675.6% | 0.43% | +0.43 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +17.8% | 3.33% | +0.38 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +56.4% | 1.26% | +0.36 |
| EFG iShares MSCI Eafe Growth ETF | Add +9102.5% | 0.31% | +0.31 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +28.1% | 1.33% | +0.25 |
| AAPL Apple Inc. | Add +15.8% | 1.80% | +0.23 |
| NVDA Nvidia Corp. | Add +20.6% | 1.13% | +0.21 |
| VSS Vanguard Ftse All Wo X-US SC | Add +2148.0% | 0.20% | +0.19 |
| VTI VG Morningstar TS MKT ETF-US | Add +84.0% | 0.42% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +76.4% | 0.31% | +0.14 |
| SMIZ Zacks Small/Mid Cap ETF | Add +36.3% | 0.68% | +0.14 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +30.5% | 0.70% | +0.11 |
| ITOT iShares Core S&P Total U.S. | Add +94.9% | 0.23% | +0.10 |
| VNQ Vanguard Real Estate ETF | Add +67.9% | 0.36% | +0.10 |
| VYM Vanguard High DVD Yield ETF | Add +40.4% | 0.45% | +0.10 |
| COMT iShares Gsci Commodity Dynam | New | 0.08% | +0.08 |
| BSMV Invesco Bulletshares 2031 MB | Add +929.7% | 0.09% | +0.08 |
| DFAI Dimensional International Co. | Add +119.5% | 0.16% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +30.3% | 0.36% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +35.1% | 0.51% | +0.06 |
| DFLV Dim US Large Cap Value ETF | Add +84.9% | 0.15% | +0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +138.7% | 0.09% | +0.05 |
| VUSB Vanguard Ultra Short Bond Et | Add +665.5% | 0.06% | +0.05 |
| UBER Uber Technologies Inc. | Add +3154.4% | 0.05% | +0.05 |
| MSTR Strategy Inc. | Add +9.6% | 0.10% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +8.2% | 0.82% | +0.04 |
| FLOT iShares Floating Rate Bond E | Add +21.8% | 0.38% | +0.04 |
| BSMT Invesco Bulletshares 2029 MB | Add +67.4% | 0.11% | +0.04 |
| DIS The Walt Disney Co. | Add +9.6% | 0.23% | +0.03 |
| VGSH Vanguard Short-Term Treasury | Add +135.9% | 0.06% | +0.03 |
| BSMR Invesco Bulletshares 2027 MB | Add +44.8% | 0.11% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | Add +50.8% | 0.09% | +0.03 |
| BSCR Invesco Bulletshares 2027 CB | Add +12.2% | 1.48% | +0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Add +0.5% | 0.10% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Add +995.8% | 0.03% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +635.6% | 0.03% | +0.02 |
| C Citigroup Inc. | Add +16.0% | 0.14% | +0.02 |
| PBH Prestige Consumer Healthcare | Add +1570.7% | 0.02% | +0.02 |
| BSCS Invesco Bulletshares 2028 CB | Add +151.1% | 0.04% | +0.02 |
| PPG PPG Industries Inc. | Add +1527.1% | 0.02% | +0.02 |
| BP BP PLC-Spons ADR | Add +83.3% | 0.06% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +94.5% | 0.05% | +0.02 |
| KMI Kinder Morgan Inc. | Add +4.0% | 0.12% | +0.02 |
| TWLO Twilio Inc. Class A | Add +4061.7% | 0.02% | +0.02 |
| IBB iShares Biotechnology ETF | Add +128.7% | 0.04% | +0.02 |
| VCLT Vanguard Long-Term Corp. Bond | New | 0.02% | +0.02 |
Notes & Other Activity Q3 2024 → Q4 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +0.3% | 1,013 | $28K |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | Sold out | 900 | $9Kbefore exit |
| GLIN Vaneck India Growth Leaders | INDIA GROWTH LDR | Sold out | 0 | $53before exit |
| FBT First Trust Nyse Arca Biotec | NY ARCA BIOTECH | Reduce -100.0% | 0 | $0 |
| ECAT BlackRock ESG Cap All TRM TR | SHS BEN INT | Sold out | 0 | $0before exit |
| AMDL Graniteshares 2XLONG AMD ETF | GRANITE 2X LONG | New | 0 | $0 |
| NEW AMERICA HIGH INCOME FUND | COM NEW | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 787 | $3.8B | VUG, DGRO, JAVA, VO, AVUV |
| Q1 2026 | 825 | $3.5B | VUG, DGRO, VOE, VOT, JAVA |
| Q4 2025 | 739 | $3.2B | VUG, DGRO, VOT, VOE, JGRO |
| Q3 2025 | 711 | $3.1B | VUG, DGRO, VOT, VOE, JGRO |
| Q2 2025 | 683 | $2.9B | VUG, DGRO, VOT, VOE, IVV |
| Q1 2025 | 736 | $2.6B | VUG, DGRO, VOT, VOE, IVV |
| Q4 2024 | 2,457 | $2.7B | VUG, DGRO, VOT, VOE, IVV |
| Q3 2024 | 2,303 | $2.5B | VUG, DGRO, VOE, VOT, IVV |
| Q2 2024 | 2,249 | $2.3B | VUG, DGRO, VOE, VOT, IVV |
| Q1 2024 | 3,833 | $2.2B | DGRO, VUG, VOE, VOT, IVV |