Valmark Advisers, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Valmark Advisers, Inc. reported 724 stock positions worth $9.4 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 9.2% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 6.0%) and SS SPDR P S&P 500 Value ETF (SPYV, 6.0%). Compared with Q1 2026, it opened 65 new positions, sold out of 15, added to 353 and reduced 234. The biggest buy was SS SPDR P St C Corp. ETF (SPSB, shares +18%) and the biggest sale SS SPDR BB Ig Float RT ETF (FLRN, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- AKRON, OH
- CIK
- 0001380443
- Portfolio Value
- $9.4B (Q2 2026)
- SEC Filing
- 0001380443-26-000004 ↗ filed Aug 6, 2026
Holdings Value
Holdings 724 stocks · $9.4B
| VEA Vanguard Ftse Developed ETF | 9.18% | 12,125,742 | $864.0M | Reduce -0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.99% | 4,738,201 | $563.8M | Reduce -3.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.98% | 9,260,907 | $563.0M | Add +2.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 5.10% | 7,099,453 | $479.6M | Reduce -1.6% |
| VTIP Vanguard Short-Term Tips | 3.92% | 7,347,518 | $369.1M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 3.63% | 497,985 | $342.0M | Reduce -0.7% |
| SPSB SS SPDR P St C Corp. ETF | 3.45% | 10,812,015 | $324.5M | Add +18.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.13% | 5,101,635 | $294.2M | Reduce -5.7% |
| VWO Vanguard Ftse Emerging Marke | 2.93% | 4,626,634 | $276.2M | Add +0.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.86% | 2,961,564 | $268.9M | Add +0.7% |
| VGIT Vanguard Intermediate-Term T | 2.24% | 3,566,775 | $210.4M | Add +13.7% |
| GUNR NT Mstar GLBL NR ETF | 1.97% | 3,752,993 | $184.9M | Add +9.6% |
| REET iShares Global REIT ETF | 1.96% | 6,667,766 | $184.2M | Add +2.9% |
| USIG iShares Broad Usd Investment | 1.86% | 3,405,952 | $174.7M | Add +12.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.67% | 1,536,180 | $157.2M | Reduce -14.4% |
| HYLB Xtrackers Usd High Yield Cor | 1.43% | 3,686,355 | $134.6M | Add +10.7% |
| BSV Vanguard Short-Term Bond ETF | 1.40% | 1,689,123 | $131.6M | Add +4.9% |
| EMLC Vaneck JPM Em Local Curr BND | 1.36% | 5,004,219 | $127.9M | Add +10.2% |
| SMLF iShares US Smallcap Equity F | 1.21% | 1,280,840 | $114.2M | Reduce -4.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.07% | 920,761 | $100.4M | Add +3.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.91% | 1,727,974 | $85.2M | Add +2.8% |
| SCHD Schwab US DVD Equity ETF | 0.89% | 2,632,336 | $83.5M | Reduce -1.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.89% | 1,779,883 | $83.3M | Add +11.8% |
| HYBB iShares BB Rated Corp. Bond | 0.89% | 1,781,212 | $83.3M | Add +16.3% |
| CGGR Cap Group Growth Equity | 0.87% | 1,728,825 | $81.6M | Add +6.5% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.86% | 2,149,433 | $80.6M | Add +3.4% |
| VGSH Vanguard Short-Term Treasury | 0.84% | 1,350,317 | $78.6M | Add +7.1% |
| IVW iShares S&P 500 Growth ETF | 0.83% | 569,928 | $78.4M | Reduce -4.0% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.79% | 1,511,642 | $74.3M | Reduce -7.9% |
| IJH iShares Core S&P Midcap ETF | 0.72% | 877,936 | $67.7M | Reduce -2.5% |
| GTR Wisdomtree Target Range Fund | 0.70% | 2,427,600 | $66.0M | Add +2.9% |
| IVE iShares S&P 500 Value ETF | 0.67% | 277,744 | $63.1M | Reduce -2.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.65% | 1,369,821 | $60.9M | Add +2.8% |
| AAPL Apple Inc. | 0.63% | 203,556 | $58.9M | Reduce -1.5% |
| IVV iShares Core S&P 500 ETF | 0.61% | 76,636 | $57.4M | Add +18.4% |
| CGCB Cap Group Core Bond | 0.60% | 2,171,812 | $56.9M | Add +5.5% |
| CGCP Cap Group Core Plus Income | 0.53% | 2,247,488 | $50.1M | Add +7.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 134,361 | $49.7M | Add +1.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.53% | 590,635 | $49.5M | Reduce -7.8% |
| CGMS Cap Group US Multi-Sect Bond | 0.52% | 1,774,486 | $48.5M | Add +16.3% |
| VYM Vanguard High DVD Yield ETF | 0.46% | 272,000 | $43.0M | Add +3.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.43% | 770,163 | $40.3M | Add +31.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.43% | 951,110 | $40.3M | Add +13.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.41% | 796,548 | $38.6M | Add +7.9% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 259,402 | $38.5M | Reduce -6.5% |
| ITOT iShares Core S&P Total U.S. | 0.39% | 223,801 | $36.8M | Reduce -3.8% |
| VXF Vanguard Extended Market ETF | 0.39% | 148,811 | $36.6M | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.38% | 151,846 | $35.9M | Reduce -1.2% |
| IUSG iShares Core S&P U.S. Growth | 0.36% | 179,657 | $33.8M | Reduce -4.4% |
| EFA iShares MSCI Eafe ETF | 0.36% | 323,896 | $33.6M | Add +1.4% |
| JPST JPMorgan Ultra-Short Income | 0.36% | 663,670 | $33.6M | Reduce -26.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 62,404 | $31.2M | Add +2.5% |
| SGOV iShares 0-3 Month Treasury B | 0.31% | 287,450 | $28.9M | Add +16.9% |
| DVY iShares Select Dividend ETF | 0.30% | 179,186 | $28.0M | Reduce -1.3% |
| IWY iShares Russell Top 200 Grow | 0.27% | 87,978 | $25.6M | Reduce -16.9% |
| RDVY First Trust Rising Dividend | 0.25% | 290,555 | $23.6M | Reduce -7.8% |
| DWM Wisdomtree International Equ | 0.24% | 309,102 | $22.6M | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 442,784 | $22.3M | Add +1.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 282,109 | $22.3M | Reduce -1.4% |
| MSFT Microsoft Corp. | 0.23% | 58,006 | $21.6M | Reduce -1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 95,418 | $20.8M | Reduce -5.0% |
| FBND Fidelity Total Bond ETF | 0.22% | 455,014 | $20.7M | Add +12.3% |
| NVDA Nvidia Corp. | 0.21% | 100,387 | $20.1M | Add +1.6% |
| SPEM State Street SP PTF Em ETF | 0.20% | 370,421 | $19.2M | Add +1.4% |
| PVAL Putnam Focused LRG Cap Value | 0.20% | 366,776 | $18.7M | Add +27.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.17% | 185,101 | $16.3M | Add +5.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.17% | 156,015 | $15.9M | Add +1.4% |
| FTGC First Trust Global Tactical | 0.17% | 580,543 | $15.7M | Reduce -6.3% |
| CGMM Cap Group Small and Mid Cap | 0.16% | 468,806 | $15.5M | Add +124.7% |
| VNQ Vanguard Real Estate ETF | 0.16% | 156,168 | $15.1M | Reduce -1.5% |
| XLV SS Health Care Select Sector | 0.16% | 93,043 | $14.8M | Reduce -22.5% |
| FELG Fidelity Enh LRG Cap GWTH | 0.15% | 330,476 | $14.5M | Add +8.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.15% | 148,849 | $14.4M | Reduce -18.2% |
| AMZN Amazon.com Inc. | 0.15% | 58,792 | $14.0M | Add +7.3% |
| CGSD Cap Group Short Duration | 0.15% | 544,385 | $14.0M | Add +11.4% |
| DGRO iShares Core Dividend Growth | 0.15% | 183,544 | $13.9M | Add +13.6% |
| DES Wisdomtree US Smallcap Divid | 0.14% | 334,790 | $13.6M | Reduce -4.0% |
| DEM Wisdomtree Emerging Markets | 0.14% | 250,218 | $13.5M | Add +0.3% |
| LGLV SPDR US LC Low Vol Idx | 0.14% | 74,055 | $13.4M | Add +41.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 17,608 | $13.0M | Add +52.6% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.13% | 314,960 | $12.0M | Add +101.9% |
| JPM JPMorgan Chase & Co. | 0.13% | 36,457 | $11.9M | Reduce -0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.13% | 147,067 | $11.8M | Add +2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.13% | 209,275 | $11.8M | Add +44.9% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.12% | 484,847 | $11.6M | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 0.12% | 116,486 | $11.5M | Reduce -8.8% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.12% | 323,952 | $11.4M | Add +108.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.12% | 224,731 | $11.4M | Add +20.4% |
| DFIV Dimensional International Va | 0.12% | 207,176 | $11.2M | Add +208.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 14,944 | $11.2M | Reduce -5.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 35,919 | $10.9M | Add +1.1% |
| MUB iShares National Muni Bond E | 0.11% | 100,505 | $10.8M | Add +12.3% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.11% | 323,620 | $10.6M | Add +15.3% |
| HDEF Xtrackers MSCI Eafe High Div | 0.11% | 330,063 | $10.6M | Add +5.6% |
| VSS Vanguard Ftse All Wo X-US SC | 0.11% | 68,442 | $10.6M | Reduce -6.7% |
| XOM Exxon Mobil Corp. | 0.11% | 72,671 | $9.9M | Add +5.0% |
| PG The Procter & Gamble Co. | 0.10% | 65,724 | $9.6M | Reduce -1.7% |
| XLE SS Energy Select Sector | 0.10% | 179,688 | $9.5M | Reduce -8.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.10% | 294,730 | $9.1M | Reduce -70.4% |
| HOLA JPM Intll HDG Eq LDDR Ovrly filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 156,010 | $8.6M | Add +9.7% |
Options reported separately and not counted above: AAPL calls ($1.5M), OWL puts ($159K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $11.6M (not counted above)
Total filed on the 13F, all lines: $9.4B.
Portfolio Sells Q1 2026 → Q2 2026
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -70.4% | 0.10% | −0.27 |
| JPST JPMorgan Ultra-Short Income | Reduce -26.9% | 0.36% | −0.19 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.3% | 0.89% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 9.18% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -22.5% | 0.16% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -18.2% | 0.15% | −0.05 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -7.8% | 0.53% | −0.05 |
| FTGC First Trust Global Tactical | Reduce -6.3% | 0.17% | −0.04 |
| XLE SS Energy Select Sector | Reduce -8.8% | 0.10% | −0.04 |
| IWY iShares Russell Top 200 Grow | Reduce -16.9% | 0.27% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -2.0% | 0.67% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.4% | 0.24% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -1.3% | 0.30% | −0.03 |
| MSFT Microsoft Corp. | Reduce -1.4% | 0.23% | −0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -8.8% | 0.12% | −0.03 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -76.8% | 0.01% | −0.02 |
| WMT Walmart Inc. | Reduce -6.2% | 0.08% | −0.02 |
| BLV Vanguard Long-Term Bond ETF | Reduce -39.9% | 0.03% | −0.02 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -2.0% | 0.07% | −0.02 |
| GNR State Street SPDR S&P Global | Reduce -2.0% | 0.07% | −0.02 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -49.3% | 0.02% | −0.02 |
| DWM Wisdomtree International Equ | Reduce -0.1% | 0.24% | −0.02 |
| SFLR Innovator Eqty MGD Floor ETF | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Reduce -17.6% | 0.01% | −0.02 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -3.9% | 0.09% | −0.02 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -6.7% | 0.11% | −0.01 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -23.7% | 0.03% | −0.01 |
| KEY Keycorp | Reduce -62.9% | 0.01% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -5.0% | 0.22% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -3.2% | 0.09% | −0.01 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.7% | 0.10% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 0.38% | −0.01 |
| INTU Intuit Inc. | Reduce -39.1% | 0.01% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -6.1% | 0.05% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -14.4% | 1.67% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -5.4% | 0.05% | −0.01 |
| FTCS First Trust Capital Strength | Reduce -8.5% | 0.04% | −0.01 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -72.2% | 0.00% | −0.01 |
| OUNZ Vaneck Merk Gold ETF | Reduce -5.0% | 0.02% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -3.1% | 0.03% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.0% | 0.02% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.5% | 0.16% | −0.01 |
| JMST JPM Ultra-Short Muni Income | Reduce -37.0% | 0.01% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -12.8% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -10.4% | 0.02% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.8% | 0.02% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Reduce -1.8% | 0.05% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.2% | 0.03% | −0.01 |
| RDVY First Trust Rising Dividend | Reduce -7.8% | 0.25% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SPSB SS SPDR P St C Corp. ETF | Add +18.5% | 3.45% | +0.18 |
| IVV iShares Core S&P 500 ETF | Add +18.4% | 0.61% | +0.11 |
| CGGO Cap Group Global Growth | Add +13.1% | 0.43% | +0.09 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +0.7% | 2.86% | +0.09 |
| CGMM Cap Group Small and Mid Cap | Add +124.7% | 0.16% | +0.09 |
| CGGR Cap Group Growth Equity | Add +6.5% | 0.87% | +0.09 |
| DFIV Dimensional International Va | Add +208.2% | 0.12% | +0.08 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +31.3% | 0.43% | +0.07 |
| TOTL SS Doubleline TR Tact ETF | Add +612.1% | 0.08% | +0.07 |
| CGGE Cap Group Global Eq | Add +108.7% | 0.12% | +0.07 |
| BOND PIMCO Active Bond Exchange-T | Add +382.7% | 0.08% | +0.06 |
| CGBL Cap Group Core Balanced | Add +101.9% | 0.13% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +52.6% | 0.14% | +0.06 |
| CGDV Cap Group Dividend Value | Add +2.8% | 0.91% | +0.05 |
| PVAL Putnam Focused LRG Cap Value | Add +27.2% | 0.20% | +0.04 |
| HYBB iShares BB Rated Corp. Bond | Add +16.3% | 0.89% | +0.04 |
| CGUS Cap Group Core Equity | Add +2.8% | 0.65% | +0.04 |
| PULS Pgim Ultra Short Bond ETF | Add +106.2% | 0.08% | +0.03 |
| CGNG Cap Group New Geography Eq | Add +157.3% | 0.05% | +0.03 |
| LGLV SPDR US LC Low Vol Idx | Add +41.7% | 0.14% | +0.03 |
| VUSB Vanguard Ultra Short Bond Et | Add +86.4% | 0.07% | +0.03 |
| VXF Vanguard Extended Market ETF | Add +1.1% | 0.39% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +44.9% | 0.13% | +0.03 |
| MU Micron Technology Inc. | Add +17.5% | 0.03% | +0.02 |
| CGMS Cap Group US Multi-Sect Bond | Add +16.3% | 0.52% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.1% | 0.53% | +0.02 |
| USIG iShares Broad Usd Investment | Add +12.9% | 1.86% | +0.02 |
| REET iShares Global REIT ETF | Add +2.9% | 1.96% | +0.02 |
| CGIE Cap Group Intl Equity | Add +34.0% | 0.08% | +0.02 |
| FELG Fidelity Enh LRG Cap GWTH | Add +8.4% | 0.15% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +10.2% | 0.09% | +0.02 |
| IYW iShares Ustechnology ETF | Add +1.0% | 0.07% | +0.02 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.01% | +0.01 |
| KLAC KLA Corp. | Add +2.9% | 0.03% | +0.01 |
| CGCV Cap Group Conservative Eq | Add +15.3% | 0.11% | +0.01 |
| AMZN Amazon.com Inc. | Add +7.3% | 0.15% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +13.6% | 0.15% | +0.01 |
| SGOV iShares 0-3 Month Treasury B | Add +16.9% | 0.31% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.3% | 0.17% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +13.7% | 2.24% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +22.5% | 0.04% | +0.01 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +23.0% | 0.04% | +0.01 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.07% | +0.01 |
| GEV GE Vernova Inc. | Add +13.3% | 0.04% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Add +0.2% | 0.05% | +0.01 |
| FV First Trust DW Focus 5 Fund | Add +2.4% | 0.08% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +8.3% | 0.08% | +0.01 |
| BUFG FT Vest Buffered Allocation | Add +41.0% | 0.04% | +0.01 |
| EVSM Eaton Vance SHRT Dur Muni | Add +88.9% | 0.02% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +20.4% | 0.12% | +0.01 |
Options Activity Q1 2026 → Q2 2026
| OWL Blue Owl Capital Inc. | put | Reduce -57.9% | 18,200 | $159K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +27.9% | 238,786 | $5.8M |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +28.4% | 238,877 | $5.8M |
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 | 724 | $9.4B | VEA, SPYG, SPYV, SPMD, VTIP |
| Q1 2026 | 673 | $8.4B | VEA, SPYV, SPYG, SPMD, VTIP |
| Q4 2025 | 653 | $8.1B | VEA, SPYG, SPYV, SPMD, VOO |
| Q3 2025 | 642 | $7.7B | VEA, SPYG, SPYV, SPMD, VOO |
| Q2 2025 | 636 | $7.2B | VEA, SPYG, SPYV, SPMD, VOO |
| Q1 2025 | 598 | $6.6B | VEA, SPYV, SPYG, SPMD, VTIP |
| Q4 2024 | 587 | $6.4B | VEA, SPYG, SPYV, SPMD, VOO |
| Q3 2024 | 577 | $6.4B | VEA, SPYV, SPYG, SPMD, VOO |
| Q2 2024 | 553 | $5.9B | VEA, SPYG, SPYV, SPMD, VTIP |
| Q1 2024 | 531 | $5.7B | VEA, SPYV, SPYG, SPMD, VOO |