Valmark Advisers, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Valmark Advisers, Inc. reported 673 stock positions worth $8.4 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, 6.1%) and SS SPDR P S&P 500 Growth ETF (SPYG, 5.7%). Compared with Q4 2025, it opened 52 new positions, sold out of 32, added to 372 and reduced 192. The biggest buy was Cap Group Dividend Growers (CGDG, shares +186%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- AKRON, OH
- CIK
- 0001380443
- Portfolio Value
- $8.4B (Q1 2026)
- SEC Filing
- 0001380443-26-000003 ↗ filed May 1, 2026
Holdings Value
Holdings 673 stocks · $8.4B
| VEA Vanguard Ftse Developed ETF | 9.26% | 12,151,204 | $778.6M | Add +1.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.05% | 8,996,058 | $509.0M | Add +2.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.69% | 4,884,338 | $478.2M | Add +4.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 5.08% | 7,215,287 | $427.3M | Add +2.5% |
| VTIP Vanguard Short-Term Tips | 4.20% | 7,073,953 | $353.3M | Add +5.3% |
| VOO Vanguard S&P 500 ETF | 3.57% | 501,676 | $299.8M | Reduce -13.4% |
| SPSB SS SPDR P St C Corp. ETF | 3.26% | 9,127,167 | $274.5M | Add +4.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 3.11% | 5,412,325 | $261.5M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 2.96% | 4,599,777 | $248.6M | Add +2.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 2.76% | 2,939,835 | $232.4M | Add +2.5% |
| GUNR NT Mstar GLBL NR ETF | 2.25% | 3,424,908 | $188.9M | Reduce -4.7% |
| VGIT Vanguard Intermediate-Term T | 2.22% | 3,138,310 | $186.9M | Add +1.0% |
| REET iShares Global REIT ETF | 1.94% | 6,480,035 | $163.0M | Add +3.1% |
| USIG iShares Broad Usd Investment | 1.84% | 3,015,485 | $154.5M | Add +2.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.68% | 1,795,235 | $141.2M | Add +2.1% |
| BSV Vanguard Short-Term Bond ETF | 1.50% | 1,610,639 | $126.3M | Add +4.9% |
| HYLB Xtrackers Usd High Yield Cor | 1.43% | 3,329,468 | $120.4M | Add +1.1% |
| EMLC Vaneck JPM Em Local Curr BND | 1.36% | 4,543,042 | $114.1M | Add +2.8% |
| SMLF iShares US Smallcap Equity F | 1.20% | 1,334,635 | $100.8M | Add +10.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.16% | 891,382 | $97.2M | Add +2.2% |
| SCHD Schwab US DVD Equity ETF | 0.97% | 2,665,661 | $81.8M | Add +1.4% |
| VMBS Vanguard Mortgage-Backed Sec | 0.89% | 1,591,330 | $74.7M | Add +2.5% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.89% | 2,079,344 | $74.6M | Add +186.1% |
| VGSH Vanguard Short-Term Treasury | 0.88% | 1,260,898 | $73.8M | Reduce -6.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.85% | 1,680,301 | $71.5M | Add +58.3% |
| HYBB iShares BB Rated Corp. Bond | 0.85% | 1,531,588 | $71.2M | Add +5.2% |
| IVW iShares S&P 500 Growth ETF | 0.80% | 593,468 | $67.1M | Reduce -0.8% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.78% | 1,640,866 | $65.8M | Reduce -3.8% |
| CGGR Cap Group Growth Equity | 0.78% | 1,623,062 | $65.2M | Add +85.9% |
| IJH iShares Core S&P Midcap ETF | 0.72% | 900,671 | $60.8M | Reduce -0.1% |
| IVE iShares S&P 500 Value ETF | 0.71% | 283,312 | $59.8M | Reduce -0.8% |
| GTR Wisdomtree Target Range Fund | 0.70% | 2,360,343 | $59.2M | Add +5.7% |
| CGCB Cap Group Core Bond | 0.64% | 2,058,831 | $54.1M | Add +82.5% |
| AAPL Apple Inc. | 0.62% | 206,590 | $52.4M | Reduce -0.3% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.61% | 1,333,129 | $51.2M | Add +100.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.57% | 640,486 | $48.1M | Reduce -0.5% |
| CGCP Cap Group Core Plus Income | 0.55% | 2,084,059 | $46.6M | Add +99.0% |
| JPST JPMorgan Ultra-Short Income | 0.55% | 907,346 | $45.9M | Add +0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 132,966 | $42.7M | Add +3.7% |
| IVV iShares Core S&P 500 ETF | 0.50% | 64,741 | $42.3M | Add +0.3% |
| CGMS Cap Group US Multi-Sect Bond | 0.49% | 1,525,745 | $41.5M | Add +135.9% |
| VYM Vanguard High DVD Yield ETF | 0.46% | 263,015 | $39.0M | Add +7.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.42% | 737,987 | $35.5M | Add +4.2% |
| IJR iShares Core S&P Small-Cap E | 0.41% | 277,426 | $34.5M | Reduce -3.7% |
| ITOT iShares Core S&P Total U.S. | 0.39% | 232,526 | $33.1M | Reduce -1.2% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 153,745 | $33.1M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.37% | 319,388 | $31.0M | Reduce -61.1% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.36% | 995,071 | $30.6M | Add +1.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.36% | 586,763 | $30.5M | Add +429.9% |
| VXF Vanguard Extended Market ETF | 0.36% | 147,152 | $30.3M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 60,862 | $29.2M | Add +2.2% |
| IUSG iShares Core S&P U.S. Growth | 0.35% | 187,859 | $29.1M | Reduce -5.4% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.33% | 841,093 | $28.1M | Add +11.3% |
| DVY iShares Select Dividend ETF | 0.33% | 181,493 | $27.5M | Add +1.3% |
| IWY iShares Russell Top 200 Grow | 0.31% | 105,934 | $26.4M | Add +3.3% |
| SGOV iShares 0-3 Month Treasury B | 0.29% | 245,990 | $24.8M | Add +17.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 286,180 | $22.7M | Add +60.7% |
| MSFT Microsoft Corp. | 0.26% | 58,850 | $21.8M | Add +1.5% |
| DWM Wisdomtree International Equ | 0.26% | 309,543 | $21.6M | Add +0.7% |
| RDVY First Trust Rising Dividend | 0.26% | 315,259 | $21.5M | Add +1.0% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.24% | 435,784 | $19.9M | Reduce -0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 100,433 | $19.7M | Add +24.2% |
| FBND Fidelity Total Bond ETF | 0.22% | 405,292 | $18.5M | Add +7.8% |
| FTGC First Trust Global Tactical | 0.21% | 619,499 | $17.8M | Add +3.5% |
| XLV SS Health Care Select Sector | 0.21% | 120,073 | $17.6M | Add +1.3% |
| NVDA Nvidia Corp. | 0.20% | 98,815 | $17.2M | Reduce -3.9% |
| SPEM State Street SP PTF Em ETF | 0.20% | 365,144 | $17.1M | Reduce -29.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 181,946 | $16.9M | Reduce -15.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.19% | 153,892 | $15.9M | Add +0.2% |
| VNQ Vanguard Real Estate ETF | 0.17% | 158,608 | $14.1M | Reduce -2.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 175,780 | $13.5M | Add +0.2% |
| PVAL Putnam Focused LRG Cap Value | 0.16% | 288,428 | $13.4M | Add +173.5% |
| AGG iShares Core U.S. Aggregate | 0.15% | 127,735 | $12.7M | Reduce -48.4% |
| CGSD Cap Group Short Duration | 0.15% | 488,831 | $12.6M | Add +48.3% |
| DES Wisdomtree US Smallcap Divid | 0.15% | 348,798 | $12.5M | Add +4.7% |
| DEM Wisdomtree Emerging Markets | 0.15% | 249,416 | $12.4M | Add +3.4% |
| XLE SS Energy Select Sector | 0.14% | 196,914 | $12.1M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.14% | 69,206 | $11.7M | Reduce -0.8% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.14% | 479,352 | $11.6M | Reduce -0.3% |
| FELG Fidelity Enh LRG Cap GWTH | 0.14% | 304,993 | $11.4M | Add +44.5% |
| AMZN Amazon.com Inc. | 0.14% | 54,808 | $11.4M | Add +2.6% |
| DGRO iShares Core Dividend Growth | 0.13% | 161,510 | $11.3M | Add +16.1% |
| JPM JPMorgan Chase & Co. | 0.13% | 36,638 | $10.8M | Reduce -10.9% |
| VSS Vanguard Ftse All Wo X-US SC | 0.13% | 73,365 | $10.7M | Add +3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.12% | 36,046 | $10.4M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 15,753 | $10.2M | Add +5.8% |
| HDEF Xtrackers MSCI Eafe High Div | 0.12% | 312,640 | $10.1M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.11% | 66,858 | $9.7M | Reduce -1.0% |
| MUB iShares National Muni Bond E | 0.11% | 89,483 | $9.5M | Add +11.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 186,683 | $9.3M | Add +8.0% |
| LGLV SPDR US LC Low Vol Idx | 0.11% | 52,272 | $9.3M | Add +60.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.11% | 35,517 | $9.3M | Add +1.3% |
| SPBO SS SPDR P Corp. Bond ETF | 0.11% | 308,596 | $9.0M | Reduce -13.9% |
| XLP SS Consumer Staples Sel Sect | 0.10% | 105,627 | $8.7M | Add +3.5% |
| WMT Walmart Inc. | 0.10% | 68,837 | $8.6M | Add +7.0% |
| SCHR Schwab Intermediate-Term US | 0.10% | 337,941 | $8.4M | Reduce -16.9% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.10% | 280,706 | $8.4M | Add +20.0% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.10% | 82,333 | $8.2M | Add +3.9% |
| JEPI JPMorgan Equity Premium Inco | 0.10% | 144,439 | $8.2M | Add +130.2% |
| GNR State Street SPDR S&P Global | 0.09% | 101,963 | $7.6M | Reduce -0.5% |
Options reported separately and not counted above: AAPL calls ($1.3M), OWL puts ($394K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $9.0M (not counted above)
Total filed on the 13F, all lines: $8.4B.
Portfolio Sells Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Reduce -13.4% | 3.57% | −0.92 |
| EFA iShares MSCI Eafe ETF | Reduce -61.1% | 0.37% | −0.60 |
| XSVM Invesco S&P Smallcap Value W | Reduce -98.8% | 0.00% | −0.22 |
| AGG iShares Core U.S. Aggregate | Reduce -48.4% | 0.15% | −0.15 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −0.15 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.8% | 0.80% | −0.11 |
| VGSH Vanguard Short-Term Treasury | Reduce -6.5% | 0.88% | −0.10 |
| SPEM State Street SP PTF Em ETF | Reduce -29.0% | 0.20% | −0.09 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Reduce -53.6% | 0.08% | −0.08 |
| AAPL Apple Inc. | Reduce -0.3% | 0.62% | −0.07 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -93.4% | 0.01% | −0.07 |
| IUSG iShares Core S&P U.S. Growth | Reduce -5.4% | 0.35% | −0.07 |
| SCHF Schwab Intl Equity ETF | Reduce -45.7% | 0.07% | −0.06 |
| EEMS iShares MSCI Emerging MKT SM | Sold out | 0.00% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -15.3% | 0.20% | −0.05 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -3.8% | 0.78% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.2% | 0.39% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -0.8% | 0.71% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -10.9% | 0.13% | −0.04 |
| FDVV Fidelity High Dividend ETF | Reduce -63.3% | 0.02% | −0.03 |
| NVDA Nvidia Corp. | Reduce -3.9% | 0.20% | −0.03 |
| SCHR Schwab Intermediate-Term US | Reduce -16.9% | 0.10% | −0.03 |
| FTCS First Trust Capital Strength | Reduce -30.9% | 0.05% | −0.02 |
| SPBO SS SPDR P Corp. Bond ETF | Reduce -13.9% | 0.11% | −0.02 |
| XLK SS Technology Select Sector | Reduce -14.9% | 0.06% | −0.02 |
| CGSM Cap Group Short Muni Income | Reduce -86.8% | 0.00% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.7% | 0.41% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -7.6% | 0.07% | −0.02 |
| ACWV iShares MSCI Global Min Vol | Reduce -43.4% | 0.02% | −0.01 |
| ACN Accenture PLC Class A | Reduce -0.7% | 0.03% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.5% | 0.57% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.1% | 0.72% | −0.01 |
| INTU Intuit Inc. | Reduce -0.3% | 0.02% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -2.2% | 0.17% | −0.01 |
| ADP Automatic Data Processing | Reduce -0.5% | 0.03% | −0.01 |
| PAPR Innovator U.S. Equity Power | Reduce -40.4% | 0.01% | −0.01 |
| FV First Trust DW Focus 5 Fund | Reduce -1.9% | 0.07% | −0.01 |
| IWL iShares Russell Top 200 ETF | Reduce -3.0% | 0.05% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -4.1% | 0.08% | −0.01 |
| IAPR Innovator International Deve | Sold out | 0.00% | −0.01 |
| ORCL Oracle Corp. | Reduce -11.8% | 0.01% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -4.0% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.4% | 0.02% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.3% | 0.07% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -0.3% | 0.03% | −0.01 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -4.3% | 0.04% | −0.01 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.5% | 0.02% | −0.01 |
| SHOP Shopify Inc. Class A | Reduce -3.5% | 0.01% | −0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| CGDG Cap Group Dividend Growers | Add +186.1% | 0.89% | +0.57 |
| CGGR Cap Group Growth Equity | Add +85.9% | 0.78% | +0.30 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +429.9% | 0.36% | +0.29 |
| CGUS Cap Group Core Equity | Add +100.5% | 0.61% | +0.28 |
| CGDV Cap Group Dividend Value | Add +58.3% | 0.85% | +0.28 |
| CGCB Cap Group Core Bond | Add +82.5% | 0.64% | +0.27 |
| CGMS Cap Group US Multi-Sect Bond | Add +135.9% | 0.49% | +0.27 |
| CGCP Cap Group Core Plus Income | Add +99.0% | 0.55% | +0.26 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +2.1% | 1.68% | +0.10 |
| VTIP Vanguard Short-Term Tips | Add +5.3% | 4.20% | +0.10 |
| PVAL Putnam Focused LRG Cap Value | Add +173.5% | 0.16% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +60.7% | 0.27% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +1.4% | 0.97% | +0.08 |
| SMLF iShares US Smallcap Equity F | Add +10.2% | 1.20% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 9.26% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +130.2% | 0.10% | +0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +2.5% | 5.08% | +0.05 |
| HELO JPMorgan Hedged Equity ETF | Add +523.8% | 0.06% | +0.05 |
| TMSL T.rowe PRC Small-Mid Cap ETF | New | 0.04% | +0.04 |
| CGSD Cap Group Short Duration | Add +48.3% | 0.15% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +24.2% | 0.23% | +0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.1% | 3.11% | +0.04 |
| DFIV Dimensional International Va | New | 0.04% | +0.04 |
| LGLV SPDR US LC Low Vol Idx | Add +60.5% | 0.11% | +0.04 |
| FTGC First Trust Global Tactical | Add +3.5% | 0.21% | +0.04 |
| SGOV iShares 0-3 Month Treasury B | Add +17.9% | 0.29% | +0.04 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.03% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +7.7% | 0.46% | +0.03 |
| CGHM Cap Group Muni High-Income | Add +57.6% | 0.09% | +0.03 |
| FELG Fidelity Enh LRG Cap GWTH | Add +44.5% | 0.14% | +0.03 |
| FRDM Freedom 100 Emeging MRKT ETF | New | 0.03% | +0.03 |
| CGMM Cap Group Small and Mid Cap | Add +47.2% | 0.07% | +0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +27.8% | 0.07% | +0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Add +51.6% | 0.07% | +0.02 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Add +41.8% | 0.06% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +414.7% | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +46.4% | 0.05% | +0.02 |
| DGRO iShares Core Dividend Growth | Add +16.1% | 0.13% | +0.02 |
| DVY iShares Select Dividend ETF | Add +1.3% | 0.33% | +0.01 |
| CMF iShares California Muni Bond | Add +43.3% | 0.05% | +0.01 |
| SFLR Innovator Eqty MGD Floor ETF | Add +532.8% | 0.02% | +0.01 |
| CGIE Cap Group Intl Equity | Add +37.1% | 0.06% | +0.01 |
| WMT Walmart Inc. | Add +7.0% | 0.10% | +0.01 |
| VDE Vanguard Energy ETF | Add +0.4% | 0.05% | +0.01 |
| BUFG FT Vest Buffered Allocation | Add +102.9% | 0.03% | +0.01 |
| IQLT iShares MSCI International Q | Add +43.6% | 0.04% | +0.01 |
| CGGE Cap Group Global Eq | Add +37.8% | 0.06% | +0.01 |
| CGBL Cap Group Core Balanced | Add +31.6% | 0.06% | +0.01 |
| PULS Pgim Ultra Short Bond ETF | Add +47.7% | 0.04% | +0.01 |
| FESM Fidelity Enhanced Small Cap | Add +91.1% | 0.03% | +0.01 |
Options Activity Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 7,700 | $5.3Mbefore exit |
| AAPL Apple Inc. | call | New | 5,100 | $1.3M |
| OWL Blue Owl Capital Inc. | put | Add +72.8% | 43,200 | $394K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +6.2% | 186,759 | $4.5M |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +8.7% | 186,054 | $4.5M |
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 |