Valmark Advisers, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 6, 2024), Valmark Advisers, Inc. reported 531 stock positions worth $5.7 billion. Its top holding was Vanguard Ftse Developed ETF (VEA) at 9.3% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 6.5%) and SS SPDR P S&P 500 Growth ETF (SPYG, 6.3%). Compared with Q4 2023, it opened 51 new positions, sold out of 10, added to 277 and reduced 159. The biggest buy was iShares MSCI Emr MRK Ex Chna (EMXC, shares +77%) and the biggest sale SS SPDR BB Ig Float RT ETF (FLRN, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- AKRON, OH
- CIK
- 0001380443
- Portfolio Value
- $5.7B (Q1 2024)
- SEC Filing
- 0001085146-24-002244 ↗ filed May 6, 2024
Holdings Value
Holdings 531 stocks · $5.7B
| VEA Vanguard Ftse Developed ETF | 9.28% | 10,611,872 | $532.4M | Add +2.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.49% | 7,431,074 | $372.3M | Add +1.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.25% | 4,905,337 | $358.8M | Add +0.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 5.28% | 5,682,202 | $303.1M | Add +1.2% |
| VOO Vanguard S&P 500 ETF | 4.67% | 557,664 | $268.1M | Reduce -2.7% |
| VTIP Vanguard Short-Term Tips | 4.49% | 5,376,705 | $257.5M | Add +2.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 4.09% | 5,449,209 | $234.5M | Add +4.2% |
| SPSB SS SPDR P St C Corp. ETF | 3.46% | 6,670,238 | $198.6M | Add +18.7% |
| VWO Vanguard Ftse Emerging Marke | 2.86% | 3,923,209 | $163.9M | Reduce -1.5% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.64% | 2,359,687 | $151.4M | Add +3.1% |
| HYLB Xtrackers Usd High Yield Cor | 2.45% | 3,941,021 | $140.7M | Add +3.2% |
| VGSH Vanguard Short-Term Treasury | 2.26% | 2,234,636 | $129.8M | Add +1.9% |
| GUNR NT Mstar GLBL NR ETF | 2.19% | 3,059,662 | $125.7M | Add +4.6% |
| REET iShares Global REIT ETF | 2.13% | 5,155,831 | $122.1M | Add +4.7% |
| USIG iShares Broad Usd Investment | 1.91% | 2,160,704 | $109.7M | Add +2.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.48% | 1,476,858 | $85.0M | Add +77.0% |
| EMLC Vaneck JPM Em Local Curr BND | 1.46% | 3,428,472 | $84.0M | Add +5.1% |
| BSV Vanguard Short-Term Bond ETF | 1.34% | 1,000,934 | $76.7M | Add +4.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.28% | 675,011 | $73.5M | Add +13.5% |
| IVW iShares S&P 500 Growth ETF | 1.20% | 816,514 | $68.9M | Reduce -1.6% |
| SCHD Schwab US DVD Equity ETF | 1.15% | 821,820 | $66.3M | Add +7.1% |
| IVE iShares S&P 500 Value ETF | 1.14% | 349,938 | $65.4M | Reduce -1.0% |
| GTR Wisdomtree Target Range Fund | 1.06% | 2,587,136 | $60.9M | Reduce -3.4% |
| IJH iShares Core S&P Midcap ETF | 1.04% | 983,674 | $59.7M | Reduce -2.6% |
| EFA iShares MSCI Eafe ETF | 1.04% | 745,729 | $59.6M | Add +1.7% |
| VGIT Vanguard Intermediate-Term T | 1.01% | 989,193 | $57.9M | Add +3.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.92% | 1,156,311 | $52.7M | Add +3.2% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.81% | 1,573,132 | $46.3M | Reduce -33.9% |
| IJR iShares Core S&P Small-Cap E | 0.71% | 370,063 | $40.9M | Reduce -2.3% |
| ITOT iShares Core S&P Total U.S. | 0.60% | 300,629 | $34.7M | Reduce -2.0% |
| AAPL Apple Inc. | 0.57% | 190,376 | $32.6M | Add +6.9% |
| JPST JPMorgan Ultra-Short Income | 0.55% | 622,279 | $31.4M | Reduce -2.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.54% | 532,788 | $31.2M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.53% | 116,037 | $30.2M | Add +2.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.51% | 596,121 | $29.3M | Add +2.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.50% | 928,178 | $28.6M | Reduce -48.9% |
| IVV iShares Core S&P 500 ETF | 0.50% | 54,237 | $28.5M | Add +5.9% |
| DVY iShares Select Dividend ETF | 0.46% | 214,788 | $26.5M | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.43% | 58,185 | $24.5M | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.42% | 133,567 | $24.4M | Add +1.3% |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 0.41% | 810,420 | $23.2M | Add +4.2% |
| SPEM State Street SP PTF Em ETF | 0.36% | 578,636 | $20.9M | Reduce -1.4% |
| VXF Vanguard Extended Market ETF | 0.36% | 116,648 | $20.4M | Reduce -0.2% |
| AGG iShares Core U.S. Aggregate | 0.35% | 206,796 | $20.3M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 47,561 | $20.0M | Add +4.9% |
| CGCB Cap Group Core Bond | 0.34% | 761,021 | $19.8M | Add +44.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.33% | 588,415 | $19.1M | Add +12.6% |
| IWY iShares Russell Top 200 Grow | 0.32% | 94,951 | $18.5M | Add +6.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.31% | 211,632 | $17.7M | Reduce -0.3% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 132,825 | $16.1M | Add +4.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.26% | 417,672 | $15.0M | Reduce -0.8% |
| FTCS First Trust Capital Strength | 0.24% | 161,635 | $13.8M | Add +5.3% |
| VNQ Vanguard Real Estate ETF | 0.24% | 157,032 | $13.6M | Reduce -1.9% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.21% | 517,955 | $12.3M | Add +2.1% |
| RDVY First Trust Rising Dividend | 0.20% | 200,144 | $11.2M | Reduce -21.2% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.19% | 389,970 | $11.2M | Add +38.6% |
| AMZN Amazon.com Inc. | 0.19% | 60,493 | $10.9M | Add +19.1% |
| NVDA Nvidia Corp. | 0.19% | 12,061 | $10.9M | Add +7.8% |
| FTGC First Trust Global Tactical | 0.18% | 447,640 | $10.6M | Reduce -1.2% |
| XLV SS Health Care Select Sector | 0.18% | 71,429 | $10.6M | Add +28.7% |
| PG The Procter & Gamble Co. | 0.17% | 59,598 | $9.7M | Add +4.1% |
| XSVM Invesco S&P Smallcap Value W | 0.16% | 161,750 | $9.2M | Add +2.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.16% | 92,049 | $9.2M | Add +1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.16% | 55,849 | $9.1M | Add +8.6% |
| FBND Fidelity Total Bond ETF | 0.15% | 195,066 | $8.8M | Add +1.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 111,931 | $8.7M | Add +0.9% |
| CGMS Cap Group US Multi-Sect Bond | 0.15% | 314,757 | $8.5M | Add +44.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.14% | 32,633 | $8.2M | Add +1.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.14% | 128,640 | $7.9M | Add +23.6% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.13% | 173,960 | $7.3M | Add +5.8% |
| CGGR Cap Group Growth Equity | 0.13% | 227,905 | $7.3M | Add +37.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.13% | 143,067 | $7.2M | Add +2.7% |
| SGOV iShares 0-3 Month Treasury B | 0.12% | 70,273 | $7.1M | Reduce -18.6% |
| SCHC Schwab Intl Small-Cap Equity | 0.12% | 195,893 | $7.0M | Reduce -0.1% |
| CUT Invesco MSCI Global Timber E | 0.12% | 205,365 | $7.0M | Add +5.2% |
| DWM Wisdomtree International Equ | 0.12% | 121,348 | $6.6M | Reduce -1.3% |
| VSS Vanguard Ftse All Wo X-US SC | 0.12% | 56,913 | $6.6M | Add +5.2% |
| HDEF Xtrackers MSCI Eafe High Div | 0.11% | 263,010 | $6.5M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 0.11% | 31,872 | $6.4M | Add +5.8% |
| SCHP Schwab U.S. Tips ETF | 0.11% | 121,797 | $6.4M | Reduce -0.0% |
| XLE SS Energy Select Sector | 0.11% | 67,273 | $6.4M | Add +4.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 27,385 | $6.3M | Add +3.3% |
| SCHA Schwab US Small-Cap ETF | 0.11% | 126,614 | $6.2M | Add +1.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.11% | 196,238 | $6.1M | Add +28.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.11% | 209,723 | $6.0M | Add +35.7% |
| XOM Exxon Mobil Corp. | 0.10% | 51,589 | $6.0M | Add +4.3% |
| SCHB Schwab US Broad Market ETF | 0.10% | 96,978 | $5.9M | Add +2.4% |
| MUB iShares National Muni Bond E | 0.10% | 54,277 | $5.8M | Add +13.3% |
| SCHF Schwab Intl Equity ETF | 0.10% | 140,443 | $5.5M | Add +2.0% |
| GNR State Street SPDR S&P Global | 0.10% | 94,360 | $5.5M | Add +1.5% |
| SCHM Schwab US Mid Cap ETF | 0.09% | 66,358 | $5.4M | Add +2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 10,000 | $5.2M | Add +5.8% |
| DES Wisdomtree US Smallcap Divid | 0.09% | 158,246 | $5.2M | Reduce -1.0% |
| ACN Accenture PLC Class A | 0.09% | 14,238 | $4.9M | Reduce -1.6% |
| IUSG iShares Core S&P U.S. Growth | 0.08% | 41,514 | $4.9M | Reduce -2.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.08% | 262,333 | $4.5M | Add +10.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 10,058 | $4.5M | Add +4.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.08% | 42,982 | $4.5M | Reduce -1.6% |
| XLK SS Technology Select Sector | 0.08% | 21,175 | $4.4M | Add +5.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.08% | 56,365 | $4.4M | Add +2.2% |
Options reported separately and not counted above: SPY puts ($5.2M).
Other holdings (4): bonds, preferreds, convertibles and warrants · $4.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | 64,491 | $1.6M | Add +19.1% |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 64,382 | $1.6M | Add +137.1% |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 36,615 | $873K | Add +221.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 17,832 | $424K | Add +103.7% |
Total filed on the 13F, all lines: $5.7B.
Portfolio Sells Q4 2023 → Q1 2024
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -48.9% | 0.50% | −0.54 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -33.9% | 0.81% | −0.48 |
| VWO Vanguard Ftse Emerging Marke | Reduce -1.5% | 2.86% | −0.21 |
| GTR Wisdomtree Target Range Fund | Reduce -3.4% | 1.06% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -2.3% | 0.71% | −0.06 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.1% | 0.55% | −0.05 |
| RDVY First Trust Rising Dividend | Reduce -21.2% | 0.20% | −0.05 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -89.4% | 0.01% | −0.05 |
| GBIL Goldman Sachs Access Treasur | Reduce -91.7% | 0.00% | −0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Sold out | 0.00% | −0.04 |
| SGOV iShares 0-3 Month Treasury B | Reduce -18.6% | 0.12% | −0.04 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -1.9% | 0.24% | −0.03 |
| SPEM State Street SP PTF Em ETF | Reduce -1.4% | 0.36% | −0.02 |
| TWLO Twilio Inc. Class A | Sold out | 0.00% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 4.67% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -20.7% | 0.07% | −0.02 |
| RPD RAPID7 Inc. | Sold out | 0.00% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -29.3% | 0.03% | −0.01 |
| DVY iShares Select Dividend ETF | Reduce -0.6% | 0.46% | −0.01 |
| ALGN Align Technology Inc. | Reduce -57.1% | 0.01% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -1.0% | 1.14% | −0.01 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.01 |
| HDEF Xtrackers MSCI Eafe High Div | Reduce -1.5% | 0.11% | −0.01 |
| FVD First Trust Value Line DVD | Reduce -9.5% | 0.07% | −0.01 |
| ACN Accenture PLC Class A | Reduce -1.6% | 0.09% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -31.5% | 0.02% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.0% | 0.11% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.6% | 1.04% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -0.8% | 0.26% | −0.01 |
| RWO State Street SPDR Dow Jones | Reduce -0.5% | 0.07% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.01 |
| HCAT Health Catalyst Inc. | Reduce -7.7% | 0.02% | −0.01 |
| DES Wisdomtree US Smallcap Divid | Reduce -1.0% | 0.09% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Reduce -9.7% | 0.03% | −0.01 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -0.1% | 0.12% | −0.01 |
| FTGC First Trust Global Tactical | Reduce -1.2% | 0.18% | −0.01 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -1.3% | 0.05% | −0.01 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.07% | −0.01 |
| DWM Wisdomtree International Equ | Reduce -1.3% | 0.12% | −0.01 |
| PMAY Innovator U.S. Equity Power | Reduce -18.0% | 0.02% | −0.00 |
| EEMS iShares MSCI Emerging MKT SM | Reduce -0.7% | 0.07% | −0.00 |
| VAW Vanguard Materials ETF | Reduce -22.7% | 0.02% | −0.00 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Reduce -2.3% | 0.04% | −0.00 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -1.1% | 0.05% | −0.00 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.00 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -0.2% | 0.36% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.5% | 0.03% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| EMXC iShares MSCI Emr MRK Ex Chna | Add +77.0% | 1.48% | +0.62 |
| SPSB SS SPDR P St C Corp. ETF | Add +18.7% | 3.46% | +0.33 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 6.25% | +0.28 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +1.2% | 5.28% | +0.15 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +3.1% | 2.64% | +0.13 |
| NVDA Nvidia Corp. | Add +7.8% | 0.19% | +0.09 |
| CGCB Cap Group Core Bond | Add +44.3% | 0.34% | +0.08 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.0% | 6.49% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +7.1% | 1.15% | +0.06 |
| CGDG Cap Group Dividend Growers | Add +38.6% | 0.19% | +0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +13.5% | 1.28% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.9% | 0.35% | +0.05 |
| AMZN Amazon.com Inc. | Add +19.1% | 0.19% | +0.05 |
| XLV SS Health Care Select Sector | Add +28.7% | 0.18% | +0.04 |
| CGDV Cap Group Dividend Value | Add +12.6% | 0.33% | +0.04 |
| CGGR Cap Group Growth Equity | Add +37.3% | 0.13% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +5.9% | 0.50% | +0.04 |
| CGMS Cap Group US Multi-Sect Bond | Add +44.4% | 0.15% | +0.04 |
| IBD Inspire Corporate Bond ETF | New | 0.04% | +0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | New | 0.03% | +0.03 |
| WWJD Inspire International ETF | New | 0.03% | +0.03 |
| CGGO Cap Group Global Growth | Add +35.7% | 0.11% | +0.03 |
| IWY iShares Russell Top 200 Grow | Add +6.6% | 0.32% | +0.03 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Add +4.2% | 0.41% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +23.6% | 0.14% | +0.03 |
| SOVF Sovereign's Capital Flourish | New | 0.03% | +0.03 |
| TDG Transdigm Group Inc. | New | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +23.1% | 0.08% | +0.03 |
| CWST Casella Waste Systems Inc. Class A | New | 0.03% | +0.03 |
| CGUS Cap Group Core Equity | Add +28.1% | 0.11% | +0.03 |
| CASY Casey's General Stores Inc. | New | 0.02% | +0.02 |
| MSI Motorola Solutions Inc. | Add +376.1% | 0.03% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.4% | 0.53% | +0.02 |
| LGLV SPDR US LC Low Vol Idx | Add +84.5% | 0.04% | +0.02 |
| META Meta Platforms Inc. Class A | Add +14.1% | 0.06% | +0.02 |
| MSFT Microsoft Corp. | Add +0.3% | 0.43% | +0.02 |
| IBTF iShares Ibonds Dec 2025 Term | Add +120.9% | 0.03% | +0.02 |
| CLS Celestica Inc. | New | 0.02% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +5.8% | 0.11% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +4.7% | 0.28% | +0.01 |
| ISMD Inspire Small/Mid Cap ETF | New | 0.01% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +8.6% | 0.16% | +0.01 |
| ESE Esco Technologies Inc. | New | 0.01% | +0.01 |
| BJ Bj's Wholesale Club Holdings | Add +32.6% | 0.05% | +0.01 |
| XOM Exxon Mobil Corp. | Add +4.3% | 0.10% | +0.01 |
| TPSC Timothy Plan US Small Cap Co. | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | Add +4.1% | 0.17% | +0.01 |
| FTCS First Trust Capital Strength | Add +5.3% | 0.24% | +0.01 |
| XLE SS Energy Select Sector | Add +4.6% | 0.11% | +0.01 |
| CGBL Cap Group Core Balanced | New | 0.01% | +0.01 |
Options Activity Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +108.3% | 10,000 | $5.2M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2023 → Q1 2024
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | Add +19.1% | 64,491 | $1.6M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Add +137.1% | 64,382 | $1.6M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +221.3% | 36,615 | $873K |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +103.7% | 17,832 | $424K |
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 |