Wealthspire Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Wealthspire Advisors, LLC reported 789 stock positions worth $16.7 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.4% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.2%) and Vanguard Ftse Developed ETF (VEA, 6.8%). Compared with Q4 2024, it opened 50 new positions, sold out of 46, added to 381 and reduced 267. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +103%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001646247
- Portfolio Value
- $16.7B (Q1 2025)
- SEC Filing
- 0001646247-25-000004 ↗ filed May 9, 2025
Holdings Value
Holdings 789 stocks · $16.7B
| IVV iShares Core S&P 500 ETF | 17.40% | 5,183,932 | $2.9B | Add +102.8% |
| VOO Vanguard S&P 500 ETF | 7.22% | 2,351,556 | $1.2B | Add +100.7% |
| VEA Vanguard Ftse Developed ETF | 6.84% | 22,514,780 | $1.1B | Add +110.7% |
| IJH iShares Core S&P Midcap ETF | 5.40% | 15,480,038 | $903.3M | Add +103.5% |
| SCHD Schwab US DVD Equity ETF | 4.94% | 29,554,836 | $826.4M | Add +95.2% |
| VXUS Vanguard Total Intl Stock | 3.81% | 10,255,788 | $636.9M | Add +113.9% |
| VTI VG Morningstar TS MKT ETF-US | 3.72% | 2,266,924 | $623.0M | Add +97.7% |
| IJR iShares Core S&P Small-Cap E | 2.43% | 3,883,282 | $406.1M | Add +105.3% |
| SCHF Schwab Intl Equity ETF | 2.42% | 20,460,262 | $404.7M | Add +100.6% |
| VWO Vanguard Ftse Emerging Marke | 2.25% | 8,336,104 | $377.3M | Add +111.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.04% | 919,556 | $341.0M | Add +101.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.90% | 568,884 | $318.2M | Reduce -2.9% |
| VTIP Vanguard Short-Term Tips | 1.83% | 6,124,360 | $305.6M | Add +122.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.73% | 1,119,086 | $289.4M | Add +100.8% |
| DFAC Dimensional US Core Equity 2 | 1.64% | 8,319,006 | $274.4M | Add +4.3% |
| VXF Vanguard Extended Market ETF | 1.63% | 1,583,032 | $272.7M | Add +103.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.34% | 869,418 | $223.5M | Add +93.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.24% | 4,488,866 | $206.8M | Reduce -0.5% |
| MSFT Microsoft Corp. | 1.00% | 447,888 | $168.1M | Add +93.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.99% | 748,652 | $166.0M | Add +99.4% |
| SCHX Schwab US Large-Cap ETF | 0.80% | 6,083,326 | $134.3M | Add +95.7% |
| AAPL Apple Inc. | 0.80% | 601,515 | $133.6M | Add +30.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.75% | 2,061,456 | $125.0M | Add +106.9% |
| AON Aon PLC Class A | 0.69% | 288,132 | $115.0M | Reduce -2.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.67% | 647,622 | $111.9M | Add +90.9% |
| MUB iShares National Muni Bond E | 0.65% | 1,034,280 | $109.1M | Add +76.9% |
| BND Vanguard Total Bond Market | 0.63% | 1,436,998 | $105.5M | Add +97.7% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.56% | 373,028 | $93.9M | Add +96.3% |
| EFA iShares MSCI Eafe ETF | 0.55% | 1,123,916 | $91.9M | Add +100.7% |
| IEMG iShares Core MSCI Emerging | 0.53% | 1,654,265 | $89.3M | Add +1.1% |
| IWF iShares Russell 1000 Growth | 0.48% | 220,238 | $79.5M | Add +84.0% |
| EMLP First Trust North American E | 0.46% | 2,067,556 | $77.5M | Add +2.0% |
| USFR Wisdomtree Floating Rate Tre | 0.46% | 1,516,924 | $76.3M | Add +8.0% |
| DFAI Dimensional International Co. | 0.42% | 2,238,479 | $69.9M | Add +4.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 1,368,394 | $67.9M | Add +94.1% |
| DFAE Dimensional Emerging Core Eq | 0.40% | 2,597,661 | $67.3M | Add +2.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.39% | 354,264 | $66.0M | Add +106.2% |
| DFGR Dim Global Real Estate ETF | 0.38% | 2,447,374 | $64.3M | Add +1.8% |
| TFLO iShares Treasury Floating Ra | 0.38% | 1,266,068 | $64.1M | Add +4.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.38% | 841,072 | $63.6M | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 132,167 | $62.0M | Add +0.7% |
| IXUS iShares Core Intl Stock ETF | 0.36% | 854,574 | $59.7M | Reduce -0.3% |
| HYDB iShares High Yield Systemati | 0.35% | 1,243,992 | $58.6M | Add +4.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.35% | 731,747 | $57.8M | Add +77.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.33% | 838,210 | $55.1M | Reduce -3.0% |
| IWB iShares Russell 1000 ETF | 0.32% | 173,878 | $53.3M | Add +81.3% |
| AGG iShares Core U.S. Aggregate | 0.31% | 530,678 | $52.5M | Add +95.2% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.31% | 1,891,296 | $52.1M | Add +101.4% |
| NOBL Proshares S&P 500 Dividend A | 0.30% | 492,073 | $50.3M | Reduce -2.2% |
| VT Vanguard Tot World STK ETF | 0.29% | 416,510 | $48.3M | Add +111.8% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 513,282 | $47.6M | Add +184.3% |
| IWM iShares Russell 2000 ETF | 0.28% | 236,944 | $47.3M | Add +94.6% |
| VNQ Vanguard Real Estate ETF | 0.28% | 518,162 | $46.9M | Add +92.6% |
| IWD iShares Russell 1000 Value E | 0.25% | 218,926 | $41.2M | Add +104.0% |
| CME Cme Group Inc. | 0.24% | 153,204 | $40.6M | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 273,390 | $35.3M | Add +92.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 65,729 | $35.0M | Add +3.5% |
| AMZN Amazon.com Inc. | 0.20% | 177,082 | $33.7M | Reduce -5.2% |
| IWR iShares Russell Mid-Cap ETF | 0.20% | 394,998 | $33.6M | Add +116.4% |
| IWP iShares Russell Mid-Cap Grow | 0.20% | 279,270 | $32.8M | Add +120.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.19% | 265,060 | $31.7M | Add +123.1% |
| DFAU Dimensional US Core Equity M | 0.18% | 790,704 | $30.4M | Reduce -0.8% |
| IWV iShares Russell 3000 ETF | 0.18% | 95,534 | $30.3M | Add +99.4% |
| SMMD iShares Russell 2500 ETF | 0.18% | 481,972 | $30.1M | Add +2.7% |
| JNJ Johnson & Johnson | 0.18% | 181,356 | $30.1M | Add +100.4% |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 617,527 | $29.3M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 0.17% | 184,649 | $28.8M | Add +4.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.17% | 115,948 | $28.4M | Add +95.2% |
| QUAL iShares MSCI USA Quality Fac | 0.16% | 152,397 | $26.0M | Add +67.0% |
| SCHP Schwab U.S. Tips ETF | 0.15% | 945,964 | $25.4M | Add +92.9% |
| ACN Accenture PLC Class A | 0.15% | 80,275 | $25.0M | Reduce -7.7% |
| PG The Procter & Gamble Co. | 0.15% | 142,474 | $24.3M | Add +96.6% |
| IGF iShares Global Infrastructur | 0.14% | 440,038 | $24.1M | Add +0.3% |
| HYD Vaneck High Yield Muni ETF | 0.14% | 467,955 | $23.9M | Add +372.5% |
| SCHB Schwab US Broad Market ETF | 0.13% | 1,003,918 | $21.6M | Add +98.0% |
| CVX Chevron Corp. | 0.13% | 127,022 | $21.2M | Add +101.2% |
| NVDA Nvidia Corp. | 0.13% | 195,826 | $21.2M | Add +12.0% |
| KO The Coca-Cola Co. | 0.13% | 292,880 | $21.0M | Add +101.5% |
| DVY iShares Select Dividend ETF | 0.12% | 147,744 | $19.8M | Add +106.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.12% | 153,266 | $19.7M | Add +102.5% |
| JPM JPMorgan Chase & Co. | 0.11% | 77,328 | $19.0M | Reduce -1.5% |
| EIPI FT Energy Income ETF | 0.11% | 905,610 | $18.4M | Add +3.1% |
| HD Home Depot Inc. | 0.10% | 47,400 | $17.4M | Add +99.9% |
| BSV Vanguard Short-Term Bond ETF | 0.10% | 217,412 | $17.0M | Add +91.4% |
| XOM Exxon Mobil Corp. | 0.10% | 143,042 | $17.0M | Add +3.5% |
| SCHA Schwab US Small-Cap ETF | 0.10% | 698,188 | $16.4M | Add +100.6% |
| ESGE iShares Inc. iShares ESG Awar | 0.10% | 467,538 | $16.3M | Add +275.9% |
| GLD SPDR Gold Shares | 0.09% | 51,913 | $15.0M | Add +3.7% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 77,000 | $14.9M | Add +96.3% |
| WMT Walmart Inc. | 0.09% | 170,016 | $14.9M | Add +107.7% |
| COST Costco Wholesale Corp. | 0.09% | 15,487 | $14.6M | Reduce -4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 57,952 | $14.4M | Add +110.1% |
| IVE iShares S&P 500 Value ETF | 0.08% | 74,352 | $14.2M | Add +108.2% |
| PVAL Putnam Focused LRG Cap Value | 0.08% | 371,755 | $14.2M | Add +12.6% |
| META Meta Platforms Inc. Class A | 0.08% | 24,214 | $14.0M | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.08% | 16,698 | $13.8M | Add +91.7% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 110,684 | $13.5M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 0.08% | 84,102 | $13.0M | Reduce -15.1% |
| RSP Invesco S&P 500 Equal Weight | 0.08% | 73,930 | $12.8M | Add +365.1% |
| IWO iShares Russell 2000 Growth | 0.08% | 49,239 | $12.6M | Add +11.6% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.9% | 1.90% | −1.51 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.5% | 1.24% | −0.79 |
| AON Aon PLC Class A | Reduce -2.9% | 0.69% | −0.37 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.0% | 0.33% | −0.26 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.7% | 0.38% | −0.22 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.3% | 0.36% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -5.2% | 0.20% | −0.21 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.2% | 0.30% | −0.20 |
| ACN Accenture PLC Class A | Reduce -7.7% | 0.15% | −0.15 |
| DFAU Dimensional US Core Equity M | Reduce -0.8% | 0.18% | −0.14 |
| CME Cme Group Inc. | Reduce -0.1% | 0.24% | −0.11 |
| GOOGL Alphabet Inc. Class A | Reduce -15.1% | 0.08% | −0.11 |
| BYRN Byrna Technologies Inc. | Reduce -3.8% | 0.05% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 0.11% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -2.8% | 0.08% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.8% | 0.07% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -4.0% | 0.09% | −0.06 |
| IGV iShares Expanded Tech-Softwa | Reduce -83.1% | 0.01% | −0.06 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -16.2% | 0.06% | −0.06 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -8.4% | 0.06% | −0.05 |
| DFUS Dimensional US Eq MKT ETF | Reduce -1.0% | 0.07% | −0.05 |
| NFLX Netflix Inc. | Reduce -27.1% | 0.04% | −0.04 |
| BAB Invesco Taxable Municipal Bo | Reduce -21.7% | 0.04% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.0% | 0.05% | −0.04 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.8% | 0.05% | −0.04 |
| GOVT iShares US Treasury Bond ETF | Reduce -7.5% | 0.05% | −0.04 |
| OKE Oneok Inc. | Reduce -58.2% | 0.01% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.2% | 0.06% | −0.04 |
| VDC Vanguard Consumer Staple ETF | Reduce -3.3% | 0.06% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -36.8% | 0.03% | −0.04 |
| DIHP Dimensional International Hi | Reduce -1.1% | 0.06% | −0.03 |
| DFUV Dimensional US Marketwide Va | Reduce -0.7% | 0.05% | −0.03 |
| ESGD iShares Trust iShares ESG Aw | Reduce -0.9% | 0.06% | −0.03 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -1.7% | 0.05% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -1.3% | 0.05% | −0.03 |
| ABBV Abbvie Inc. | Reduce -2.7% | 0.07% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -10.0% | 0.03% | −0.03 |
| DUHP Dimensional US High Profi Et | Reduce -0.6% | 0.04% | −0.03 |
| XLE SS Energy Select Sector | Reduce -38.8% | 0.02% | −0.03 |
| AAL American Airlines Group Inc. | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.8% | 0.03% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -35.5% | 0.02% | −0.03 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -37.5% | 0.02% | −0.02 |
| ET Energy Transfer LP | Reduce -81.3% | 0.00% | −0.02 |
| QCLN First Trust Nasdaq Clean Edg | Reduce -6.5% | 0.02% | −0.02 |
| JNK SS SPDR BB High Yield Bond | Reduce -4.9% | 0.03% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -13.5% | 0.02% | −0.02 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -54.8% | 0.01% | −0.02 |
| MS Morgan Stanley | Reduce -15.9% | 0.02% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Add +102.8% | 17.40% | +2.45 |
| VEA Vanguard Ftse Developed ETF | Add +110.7% | 6.84% | +1.76 |
| VXUS Vanguard Total Intl Stock | Add +113.9% | 3.81% | +1.00 |
| VOO Vanguard S&P 500 ETF | Add +100.7% | 7.22% | +0.95 |
| SCHD Schwab US DVD Equity ETF | Add +95.2% | 4.94% | +0.82 |
| IJH iShares Core S&P Midcap ETF | Add +103.5% | 5.40% | +0.69 |
| SCHF Schwab Intl Equity ETF | Add +100.6% | 2.42% | +0.54 |
| VWO Vanguard Ftse Emerging Marke | Add +111.0% | 2.25% | +0.53 |
| VTIP Vanguard Short-Term Tips | Add +122.7% | 1.83% | +0.50 |
| VTI VG Morningstar TS MKT ETF-US | Add +97.7% | 3.72% | +0.42 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +100.8% | 1.73% | +0.27 |
| IJR iShares Core S&P Small-Cap E | Add +105.3% | 2.43% | +0.26 |
| VEU Vanguard Ftse All-World Ex-U | Add +106.9% | 0.75% | +0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +101.4% | 2.04% | +0.17 |
| VXF Vanguard Extended Market ETF | Add +103.0% | 1.63% | +0.16 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +93.7% | 1.34% | +0.13 |
| EFA iShares MSCI Eafe ETF | Add +100.7% | 0.55% | +0.13 |
| BND Vanguard Total Bond Market | Add +97.7% | 0.63% | +0.11 |
| IVW iShares S&P 500 Growth ETF | Add +184.3% | 0.28% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +90.9% | 0.67% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +99.4% | 0.99% | +0.10 |
| HYD Vaneck High Yield Muni ETF | Add +372.5% | 0.14% | +0.09 |
| SCHX Schwab US Large-Cap ETF | Add +95.7% | 0.80% | +0.09 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +101.4% | 0.31% | +0.06 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.06% | +0.06 |
| VT Vanguard Tot World STK ETF | Add +111.8% | 0.29% | +0.06 |
| ESGE iShares Inc. iShares ESG Awar | Add +275.9% | 0.10% | +0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +106.2% | 0.39% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +94.1% | 0.41% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +95.2% | 0.31% | +0.05 |
| JNJ Johnson & Johnson | Add +100.4% | 0.18% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +365.1% | 0.08% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +104.0% | 0.25% | +0.05 |
| WFC Wells Fargo & Co. | Add +508.1% | 0.06% | +0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +123.1% | 0.19% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +92.6% | 0.28% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +116.4% | 0.20% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +120.4% | 0.20% | +0.04 |
| CVX Chevron Corp. | Add +101.2% | 0.13% | +0.04 |
| KO The Coca-Cola Co. | Add +101.5% | 0.13% | +0.04 |
| MSFT Microsoft Corp. | Add +93.2% | 1.00% | +0.03 |
| MUB iShares National Muni Bond E | Add +76.9% | 0.65% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +96.3% | 0.56% | +0.03 |
| VYM Vanguard High DVD Yield ETF | Add +92.7% | 0.21% | +0.03 |
| SCHP Schwab U.S. Tips ETF | Add +92.9% | 0.15% | +0.03 |
| IBM Intl Business Machines Corp. | Add +110.1% | 0.09% | +0.03 |
| DVY iShares Select Dividend ETF | Add +106.7% | 0.12% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +77.3% | 0.35% | +0.03 |
| PG The Procter & Gamble Co. | Add +96.6% | 0.15% | +0.02 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +102.5% | 0.12% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| BLACKSTONE MORTGAGE TR (BXMT 5.5 03/15/27) | NOTE 5.500% 3/1 · principal | Sold out | 48,000 | $47Kbefore exit |
| PEBBLEBROOK HOTEL TRUST (PEB 1.75 12/15/26) | NOTE 1.750%12/1 · principal | Sold out | 44,000 | $41Kbefore exit |
| HAEMONETICS CORP (HAE 0 03/01/26) | NOTE 3/0 · principal | Sold out | 42,000 | $39Kbefore exit |
| DIGITALOCEAN HOLDINGS (DOCN 0 12/01/26) | NOTE 12/0 · principal | Sold out | 44,000 | $39Kbefore exit |
| CRACKER BARREL OLD COUNT (CBRL 0.625 06/15/26) | NOTE 0.625% 6/1 · principal | Sold out | 38,000 | $36Kbefore exit |
| SNAP INC (SNAP 0 05/01/27) | NOTE 5/0 · principal | Sold out | 36,000 | $31Kbefore exit |
| CHEGG INC (CHGG 0.125 03/15/25) | NOTE 0.125% 3/1 · principal | Sold out | 32,000 | $31Kbefore 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 | 1,297 | $18.2B | IVV, VEA, VOO, IJH, VXUS |
| Q1 2026 | 931 | $12.7B | IVV, VEA, VOO, IJH, VXUS |
| Q4 2025 | 1,031 | $12.6B | IVV, VEA, VOO, IJH, VXUS |
| Q3 2025 | 3,052 | $19.1B | IVV, VEA, VOO, IJH, VXUS |
| Q2 2025 | 841 | $17.8B | IVV, VOO, VEA, IJH, SCHD |
| Q1 2025 | 789 | $16.7B | IVV, VOO, VEA, IJH, SCHD |
| Q4 2024 | 785 | $10.1B | IVV, VOO, VEA, IJH, SCHD |
| Q3 2024 | 756 | $9.8B | IVV, VOO, VEA, IJH, SCHD |
| Q2 2024 | 661 | $7.8B | IVV, VOO, VEA, IJH, SCHD |
| Q1 2024 | 639 | $7.5B | IVV, VOO, VEA, IJH, SCHD |