Vanguard Consumer Staple ETFVDCETF

13F holders, Q4 2024 (December 31)
633holders +30
36new positions
34sold out
4famous investors
$200.30avg. 13F price*

At the end of Q4 2024, 633 institutions reported holding Vanguard Consumer Staple ETF (VDC) in their 13F filings, up 30 from Q3 2024. 36 opened new positions and 34 sold out. The largest holders were Bank of America Corp. ($727.6M), Beacon Capital Management, Inc. ($151.0M) and LPL Financial LLC ($148.7M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Vanguard Consumer Staple ETF
CUSIP
92204A207
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 575Q1 2024Q2 2024: 582Q2 2024Q3 2024: 603Q3 2024Q4 2024: 633Q4 2024Q1 2025: 630Q1 2025Q2 2025: 631Q2 2025Q3 2025: 604Q3 2025Q4 2025: 635Q4 2025Q1 2026: 632Q1 2026Q2 2026: 665Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions36$62.4M
Exits34$17.4M

All 13F filers, Q3 2024 → Q4 2024: 736,241 shares bought and 674,509 shares sold, net +61,732 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 633 holders

Bank of America Corp. 0.07% Add +1.3% 3,442,017 $727.6M
Beacon Capital Management, Inc. 6.54% Reduce -2.3% 714,421 $151.0M
LPL Financial LLC 0.06% Add +2.2% 703,664 $148.7M
Morgan Stanley 0.01% Reduce -6.0% 618,087 $130.7M
Compass Financial Group, INC 18.35% Add +1.2% 457,863 $96.8M
Envestnet Asset Management Inc. 0.03% Reduce -4.3% 451,134 $95.4M
UBS Group AG 0.02% Add +7.3% 391,576 $82.8M
PGIM Custom Harvest LLC 1.56% Add +26.2% 376,649 $79.6M
Morningstar Investment Management LLC 6.22% Reduce -3.6% 373,293 $78.9M
Wells Fargo & Company 0.02% Add +6.3% 358,442 $75.8M
Cetera Investment Advisers 0.11% Add +6.6% 247,467 $52.3M
Commonwealth Equity Services, LLC 0.07% Add +0.3% 216,110 $45.7M
Empower Advisory Group, LLC 0.14% Add +1.1% 198,950 $42.1M
Ameriprise Financial Inc. 0.01% Reduce -1.1% 179,017 $37.9M
Raymond James Financial Inc. 0.01% — 157,210 $33.2M
Northwestern Mutual Wealth Management Co. 0.03% Reduce -2.0% 141,977 $30.0M
ICONIQ Capital, LLC 0.46% Add +1.1% 140,973 $29.8M
Osaic Holdings, Inc. 0.06% Reduce -2.4% 127,534 $27.0M
Stifel Financial Corp. 0.03% Add +2.3% 127,331 $26.9M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -48.9% 114,582 $24.2M
Rockefeller Capital Management L.P. 0.06% Add +10.8% 107,216 $22.6M
Truist Financial Corp. 0.04% Reduce -0.7% 106,312 $22.5M
JPMorgan Chase & Co. 0.00% Reduce -2.8% 98,439 $20.8M
Marotta Asset Management 3.91% Reduce -7.2% 88,716 $18.7M
Royal Bank of Canada 0.00% Reduce -4.8% 87,122 $18.4M
Kestra Advisory Services, LLC 0.10% Reduce -10.3% 83,365 $17.6M
Waverly Advisors, LLC 0.27% Reduce -0.9% 81,502 $17.2M
Patriot Investment Management Group, Inc. 1.28% Reduce -1.6% 81,285 $17.2M
Atria Wealth Solutions, Inc. 0.19% Reduce -0.5% 80,709 $17.1M
Blankinship & Foster, LLC 4.19% Reduce -5.3% 80,592 $17.0M
Essential Planning, LLC. 0.11% Add +6107.0% 77,401 $16.8M
Chevy Chase Trust Holdings, LLC 0.05% New 75,296 $15.9M
Consolidated Capital Management, LLC 6.93% Reduce -2.1% 75,158 $15.9M
KCM Investment Advisors LLC 0.43% Add +2.0% 58,854 $12.4M
Apollon Wealth Management, LLC 0.28% New 57,780 $12.2M
Janney Montgomery Scott LLC 0.03% Reduce -24.2% 54,741 $11.6M
Full Sail Capital, LLC 0.72% Reduce -2.5% 53,427 $11.3M
Blackston Financial Advisory Group, LLC 5.45% Add +4.6% 51,735 $10.9M
M&T Bank Corp 0.04% Reduce -0.8% 51,639 $10.9M
HighTower Advisors, LLC 0.01% Add +4.0% 51,438 $10.9M
Seldon Capital LP 4.29% No change 49,593 $10.5M
Wealthspire Advisors, LLC 0.09% Reduce -2.7% 43,636 $9.2M
Private Advisor Group, LLC 0.05% Reduce -1.0% 42,888 $9.1M
CMH Wealth Management LLC 1.98% Add +1.7% 40,879 $8.6M
Principal Securities, Inc. 0.19% Add +2.5% 39,816 $8.4M
Lido Advisors, LLC 0.05% Add +4.5% 38,975 $8.2M
Consolidated Portfolio Review Corp 1.30% Reduce -6.0% 38,943 $8.2M
Stratos Wealth Partners, LTD. 0.12% Add +1.2% 38,917 $8.2M
PNC Financial Services Group, Inc. 0.01% Reduce -1.9% 37,185 $7.9M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -1.3% 36,884 $7.8M
Independent Advisor Alliance 0.10% New 34,429 $7.3M
Systelligence, LLC 1.79% Reduce -44.1% 34,224 $7.2M
Quadrature Capital Ltd 0.14% New 34,156 $7.2M
Richmond Brothers, Inc. 4.60% Add +14.3% 33,928 $7.2M
Proquility Private Wealth Partners, LLC 2.08% Add +1.7% 30,520 $6.5M
Weitzel Financial Services, Inc. 3.02% Reduce -1.0% 30,208 $6.4M
Greenline Partners, LLC 0.86% Add +9.2% 28,995 $6.1M
MML Investors Services, LLC 0.02% Reduce -0.1% 28,629 $6.1M
Citigroup Inc. 0.01% Reduce -10.9% 28,023 $5.9M
Sharper & Granite LLC 2.61% Add +3.4% 28,020 $5.9M
Madden Advisory Services, Inc. 2.70% Add +0.9% 27,496 $5.8M
Goldman Sachs Group Inc. 0.00% Reduce -4.0% 26,749 $5.7M
Wealthspire Retirement, LLC 0.44% Reduce -3.1% 26,489 $5.6M
Tocqueville Asset Management L.P. 0.08% Add +32.0% 25,453 $5.4M
Mariner, LLC 0.01% Reduce -0.4% 25,417 $5.4M
Johnson Investment Counsel Inc. 0.05% Add +40.5% 25,407 $5.4M
Avantax Advisory Services, Inc. 0.03% Reduce -41.9% 25,119 $5.3M
Captrust Financial Advisors 0.02% Add +7.5% 25,017 $5.3M
Strengthening Families & Communities, LLC 2.99% Add +3.3% 24,928 $5.3M
Exchange Traded Concepts, LLC 0.11% Add +0.9% 24,654 $5.2M
Royal Fund Management, LLC 0.55% Reduce -0.6% 23,820 $5.1M
MassMutual Private Wealth & Trust, FSB 0.14% Reduce -0.2% 23,376 $4.9M
Financial Advisory Partners, LLC 1.61% Add +3.6% 22,930 $4.8M
Steward Partners Investment Advisory, LLC 0.04% Reduce -9.1% 22,754 $4.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +10.4% 22,537 $4.8M
Integrity Alliance, Llc. 0.52% — 22,484 $4.8M
Concourse Financial Group Securities, Inc. 0.26% Reduce -3.3% 22,304 $4.7M
Creative Planning 0.00% Add +31.6% 21,810 $4.6M
Callan Capital, LLC 0.33% Add +3.3% 21,133 $4.5M
HC Advisors, LLC 3.57% Add +4.3% 21,067 $4.5M
Tranquilli Financial Advisor LLC 2.80% Reduce -0.1% 20,880 $4.4M
Brookstone Capital Management 0.06% Add +0.1% 20,660 $4.4M
Rossby Financial, LCC 2.67% — 19,931 $4.2M
Keeler & Nadler Financial Planning & Wealth Management 1.97% Reduce -5.4% 19,878 $4.2M
Corient Private Wealth LP 0.01% Reduce -7.3% 20,304 $3.9M
Atria Investments, Inc 0.05% Reduce -3.1% 17,857 $3.8M
Kingsview Wealth Management, LLC 0.07% New 17,769 $3.8M
Exchange Capital Management, Inc. 0.59% Add +5.8% 17,461 $3.7M
J.W. Cole Advisors, Inc. 0.15% Reduce -0.7% 17,134 $3.6M
Matthew Goff Investment Advisor, LLC 0.66% Reduce -0.0% 16,815 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% New 16,566 $3.5M
Pathstone Holdings, LLC 0.02% Reduce -0.2% 16,489 $3.5M
US Bancorp \de 0.00% Reduce -2.5% 16,410 $3.5M
Bailard, Inc. 0.09% Add +6.8% 16,043 $3.4M
Merit Financial Group, LLC 0.06% Reduce -6.3% 15,954 $3.4M
Certified Advisory Corp 0.36% Add +0.5% 15,659 $3.3M
FMR LLC 0.00% Add +1.5% 15,522 $3.3M
StoneX Group Inc. 0.18% Reduce -57.6% 15,292 $3.2M
TBH Global Asset Management, LLC 0.69% Reduce -11.2% 13,799 $2.9M
Stonebridge Financial Planning Group, LLC 1.30% Add +1.6% 13,797 $2.9M
Blair William & Co. 0.01% Reduce -0.1% 13,688 $2.9M
SBI Securities Co., Ltd. 0.09% — 13,661 $2.9M
Equitable Holdings, Inc. 0.03% Reduce -5.6% 13,597 $2.9M
Syon Capital LLC 0.26% Reduce -18.2% 13,535 $2.9M
Stelac Advisory Services LLC 1.12% No change 13,533 $2.9M
Joule Financial, LLC 1.01% Add +6.7% 13,483 $2.9M
Atlas Capital Advisors Inc. 0.35% Add +6.9% 13,181 $2.8M
Advisory Services Network, LLC 0.05% Reduce -0.9% 13,098 $2.8M
Assetmark, Inc. 0.01% Add +2315.2% 13,042 $2.8M
FFG Retirement Advisors LLC 1.78% Reduce -0.7% 12,909 $2.7M
Founders Grove Wealth Partners, LLC 0.78% — 12,785 $2.7M
Curran Financial Partners, LLC 0.70% Add +1.9% 12,702 $2.7M
Cypress Wealth Services, LLC 0.54% Reduce -1.6% 12,607 $2.7M
Jones Financial Companies LLLP 0.00% Add +49.8% 12,555 $2.7M
Cibc World Market Inc. 0.01% Reduce -1.1% 12,378 $2.6M
Trust Co. of Oklahoma 0.83% Add +8.9% 12,227 $2.6M
D.A. Davidson & Co. 0.02% Reduce -4.0% 12,202 $2.6M
Bonfire Financial 2.30% — 12,047 $2.5M
Keebeck Wealth Management 0.36% Reduce -0.1% 11,822 $2.5M
Apollon Financial, LLC 0.62% Add +0.1% 11,713 $2.5M
Arkadios Wealth Advisors 0.13% Add +3.0% 11,245 $2.4M
Pension & Wealth Management Advisors, Inc. 0.95% Add +755.0% 11,226 $2.4M
Cerity Partners LLC 0.01% Add +4.2% 11,126 $2.4M
Conservest Capital Advisors, Inc. 0.24% Reduce -31.9% 11,121 $2.4M
Altura Wealth Advisors Inc. 1.71% Reduce -8.7% 10,942 $2.3M
Ieq Capital, LLC 0.02% Reduce -0.3% 10,849 $2.3M
Westside Investment Management, Inc. 0.48% Add +0.4% 10,809 $2.3M
N.E.W. Advisory Services LLC 0.22% Add +2.0% 10,756 $2.3M
Natixis Advisors, LLC 0.00% Reduce -2.3% 10,735 $2.3M
Novare Capital Management LLC 0.19% Reduce -2.6% 10,641 $2.2M
Calton & Associates, Inc. 0.99% Add +57.3% 10,590 $2.2M
Financial Perspectives, Inc 0.75% Add +2.1% 10,587 $2.2M
WBH Advisory Inc. 0.21% Add +0.2% 10,577 $2.2M
Renaissance Technologies 0.00% New 10,400 $2.2M
Retirement Planning Group, LLC 0.11% Add +0.3% 10,385 $2.2M
Morningstar Investment Services LLC 0.20% Reduce -92.0% 10,265 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% No change 10,234 $2.2M
PFG Advisors 0.13% Add +3.6% 10,038 $2.1M
Retireful, LLC 1.19% Reduce -0.9% 10,023 $2.1M
Anchor Investment Management, LLC 0.20% Add +1.6% 10,022 $2.1M
Ameritas Advisory Services, LLC 0.07% Reduce -0.6% 9,766 $2.1M
One Day In July LLC 0.22% Add +7.0% 9,744 $2.1M
Fischer Financial Services, Inc. 0.65% — 9,735 $2.1M
Independent Financial Group, LLC 0.07% Add +0.8% 9,451 $2.0M
Absolute Capital Management, LLC 1.09% Reduce -0.3% 9,342 $2.0M
Accel Wealth Management 0.75% Add +3.3% 9,319 $2.0M
Quantinno Capital Management LP 0.02% Add +12.3% 9,206 $1.9M
Nvest Financial, LLC 0.97% Add +10.7% 9,053 $1.9M
Sigma Planning Corp 0.06% Add +14.8% 8,978 $1.9M
Beacon Pointe Advisors, LLC 0.02% Add +0.8% 8,902 $1.9M
McKinley Carter Wealth Services, Inc. 0.11% Reduce -1.5% 8,582 $1.8M
Gray Wealth Management Inc. 0.68% Reduce -0.9% 8,486 $1.8M
Houlihan Financial Resource Group, Ltd. 0.76% Add +0.7% 8,476 $1.8M
NewEdge Advisors, LLC 0.01% Reduce -0.2% 8,463 $1.8M
Wolff Financial Management LLC 0.49% Add +0.8% 8,343 $1.8M
Trinity Legacy Partners, LLC 0.45% Add +6.2% 8,298 $1.8M
Focus Partners Wealth 0.00% Add +117.4% 8,225 $1.7M
Harbour Investments, Inc. 0.05% Reduce -3.0% 7,973 $1.7M
Hershey Financial Advisers, LLC 1.47% — 7,897 $1.7M
Advisors Capital Management, LLC 0.03% Add +15.2% 7,887 $1.7M
CX Institutional 0.07% New 7,862 $1.7M
Gladstone Institutional Advisory LLC 0.08% Add +1.5% 7,751 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% New 7,709 $1.6M
Axiom Financial Strategies, LLC 0.90% Reduce -24.2% 7,620 $1.6M
Clearstead Advisors, LLC 0.02% Add +0.0% 7,584 $1.6M
Geneos Wealth Management Inc. 0.06% Add +447.5% 7,577 $1.6M
Moneta Group Investment Advisors LLC 0.02% Reduce -1.0% 7,561 $1.6M
Centered Wealth LLC dba Miller Equity Capital Advisors 0.61% No change 7,560 $1.6M
Concurrent Investment Advisors, LLC 0.04% Add +324.1% 7,510 $1.6M
Liberty One Investment Management, LLC 0.17% Add +1.1% 7,432 $1.6M
Kingswood Wealth Advisors, LLC 0.12% Reduce -70.2% 7,421 $1.6M
Axxcess Wealth Management, LLC 0.04% Reduce -19.2% 7,373 $1.6M
Cornerstone Planning, LLC 0.59% — 7,325 $1.5M
Laidlaw Wealth Management LLC 0.67% Add +3.7% 7,309 $1.5M
Marion Wealth Management 0.41% Add +1.8% 7,243 $1.5M
Mill Creek Capital Advisors, LLC 0.04% No change 7,240 $1.5M
Grey Ledge Advisors, LLC 0.39% Add +3.5% 7,212 $1.5M
Wealthfront Advisers LLC 0.00% Add +14.3% 7,189 $1.5M
Wood Tarver Financial Group, LLC 0.51% — 7,163 $1.5M
Wellspring Financial Advisors, LLC 0.16% Reduce 0.0% 791,991 $1.5M
SG Americas Securities, LLC 0.01% Add +164.2% 7,000 $1.5M
Agf Management Ltd. 0.01% Add +5.6% 6,863 $1.5M
Snowden Capital Advisors LLC 0.05% Add +13.3% 6,839 $1.4M
DHJJ Financial Advisors, Ltd. 0.56% Reduce -5.1% 6,787 $1.4M
Mercer Global Advisors Inc. 0.00% Reduce -41.9% 6,749 $1.4M
Arrien Investments, Inc. 1.01% Reduce -62.7% 6,557 $1.4M
Moloney Securities Asset Management, LLC 0.19% Add +19.4% 6,627 $1.4M
One Charles Private Wealth Services, LLC 0.47% Add +2.5% 6,569 $1.4M
Park National Corp. 0.05% Reduce -0.3% 6,550 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +0.3% 6,501 $1.4M
Colonial River Investments, LLC 0.66% Add +10.9% 6,453 $1.4M
CW Advisors, LLC 0.02% Reduce -63.3% 6,436 $1.4M
Prime Capital Investment Advisors, LLC 0.02% Reduce -12.7% 6,426 $1.4M
Mutual Advisors, LLC 0.04% Reduce -1.0% 6,430 $1.3M
CoreCap Advisors, LLC 0.06% Add +25.7% 6,154 $1.3M
Phoenix Financial Ltd. 0.02% No change 6,105 $1.3M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -1.0% 5,933 $1.3M
Wealthcare Advisory Partners LLC 0.03% Add +7.1% 5,789 $1.2M
CVA Family Office, LLC 0.19% Reduce -0.2% 5,743 $1.2M
Neuberger Berman Group LLC 0.00% Add +3.9% 5,723 $1.2M
Independent Family Office, LLC 0.62% Reduce -18.4% 5,640 $1.2M
Nomura Asset Management Co. Ltd. 0.00% No change 5,617 $1.2M
ROI Financial Advisors, LLC 0.79% Add +0.3% 5,518 $1.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.85% Add +0.0% 5,388 $1.1M
Centaurus Financial, Inc. 0.07% Reduce -5.4% 5,385 $1.1M
Baird Financial Group, Inc. 0.00% Add +200.1% 5,342 $1.1M
Northstar Group, Inc. 0.19% Add +0.1% 5,295 $1.1M
Prospera Financial Services Inc 0.03% Reduce -5.4% 5,178 $1.1M
Glenmede Trust Co. NA 0.01% No change 5,141 $1.1M
MontVue Capital Management, Inc. 0.82% Reduce -0.1% 5,082 $1.1M
Global Retirement Partners, LLC 0.03% Add +303.9% 5,028 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -4.8% 4,973 $1.1M
Parallel Advisors, LLC 0.02% Add +0.1% 4,942 $1.0M
MAI Capital Management 0.01% Add +27.4% 4,937 $1.0M
Safeguard Investment Advisory Group, LLC 0.29% Add +2.1% 4,925 $1.0M
Northern Trust Corp. 0.00% Add +6.1% 4,912 $1.0M
First Financial Corp. 0.48% Add +3.2% 4,899 $1.0M
Comerica Bank 0.00% Add +0.6% 4,735 $1.0M
Christensen, King & Associates Investment Services, Inc. 0.46% Reduce -0.8% 4,587 $983K
Bleakley Financial Group, LLC 0.03% Reduce -8.9% 4,623 $977K
Elevation Capital Advisory, LLC 0.41% New 4,574 $967K
CWA Asset Management Group, LLC 0.05% Add +1.3% 4,552 $962K
Birchcreek Wealth Management, LLC 0.60% Add +10.1% 4,494 $950K
Kestra Private Wealth Services, LLC 0.02% Reduce -4.4% 4,489 $949K
Sanctuary Advisors, LLC 0.01% Add +0.0% 4,333 $940K
Sanctuary Wealth Management, L.L.C. 0.62% Reduce -9.9% 4,443 $939K
Qube Research & Technologies Ltd 0.00% Reduce -21.9% 4,343 $918K
Allworth Financial LP 0.01% Add +46.2% 4,341 $910K
Charles Schwab Investment Management Inc. 0.00% Reduce -5.6% 4,289 $907K
SouthState Bank Corp 0.06% Reduce -0.4% 4,215 $891K
Optima Capital LLC 0.60% — 4,149 $877K
Tyler-Stone Wealth Management 0.16% Add +0.8% 4,148 $877K
EP Wealth Advisors, LLC 0.01% Reduce -57.8% 4,031 $852K
Choate Investment Advisors 0.02% Reduce -10.6% 4,021 $850K
Dorsey & Whitney Trust CO LLC 0.05% No change 3,950 $835K
Lighthouse Wealth Management Inc. 0.76% — 3,941 $833K
Praetorian Wealth Management, Inc. 0.20% New 3,927 $830K
Bokf, NA 0.01% Reduce -2.4% 3,900 $806K
Cresset Asset Management, LLC 0.00% Reduce -49.9% 3,794 $802K
First Bancorp, Inc 0.54% Reduce -0.4% 3,730 $788K
Transatlantique Private Wealth LLC 0.30% Add +18.0% 3,722 $787K
Idaho Trust Co 0.39% Add +1.4% 3,688 $780K
Bray Capital Advisors 0.21% Reduce -21.4% 3,661 $774K
Choreo, LLC 0.01% Add +1.0% 3,657 $773K
Valmark Advisers, Inc. 0.01% Reduce -0.4% 3,631 $768K
Pallas Capital Advisors LLC 0.03% Add +0.5% 3,616 $764K
Susquehanna International Group, LLP 0.00% New 3,607 $762K
Bay Capital Advisors, LLC 0.61% — 3,597 $760K
Berkeley Capital Partners, LLC 0.21% Reduce -7.1% 3,583 $757K
Creative Financial Designs Inc. 0.06% Reduce -16.3% 3,559 $752K
Kovack Advisors, Inc. 0.07% Reduce -31.4% 3,558 $752K
Leelyn Smith, LLC 0.13% No change 3,532 $747K
Mission Wealth Management, LP 0.02% Reduce -7.0% 3,526 $745K
Williams Jones Wealth Management, LLC. 0.01% Add +71.0% 3,479 $735K
M Wealth Management, LLC 0.67% — 3,448 $729K
Seamount Financial Group Inc. 0.49% Add +1.2% 3,344 $707K
Bragg Financial Advisors, Inc 0.03% Add +7.6% 3,343 $707K
Ranch Capital Advisors Inc. 0.33% No change 3,329 $704K
Citadel Advisors 0.00% Add +46.0% 3,305 $699K
Summit Financial, LLC 0.02% Add +1.8% 3,279 $693K
United Capital Financial Advisors, LLC 0.01% Reduce -9.3% 3,277 $693K
Salomon & Ludwin, LLC 0.07% Reduce -42.3% 3,251 $687K
LexAurum Advisors, LLC 0.14% Reduce -54.9% 3,203 $677K
Cora Capital Advisors LLC 0.32% Reduce -1.1% 3,177 $672K
ALM First Financial Advisors, LLC 0.16% No change 3,898 $671K
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.8% 3,158 $668K
AE Wealth Management LLC 0.01% Reduce -3.9% 3,108 $657K
Principle Wealth Partners LLC 0.04% No change 3,028 $640K
&partners 0.01% Add +90.2% 2,998 $639K
Thrivent Financial for Lutherans 0.00% Reduce -7.1% 2,965 $639K
Diversified Enterprises, LLC 0.06% Add +0.6% 3,014 $637K
V2 Financial group LLC 0.39% No change 3,010 $636K
Beacon Financial Advisory LLC 0.20% Reduce -14.0% 2,980 $630K
Orion Porfolio Solutions, LLC 0.01% Reduce -29.1% 2,932 $620K
Orion Portfolio Solutions, LLC 0.01% Reduce -29.1% 2,932 $620K
Wilson & Boucher Capital Management, LLC 0.44% No change 2,923 $618K
Institute for Wealth Management, LLC. 0.08% Add +2.5% 2,920 $617K
D. E. Shaw & Co. 0.00% New 2,913 $616K
Koshinski Asset Management, Inc. 0.05% Add +29.9% 2,899 $613K
Stephens Inc. 0.01% Add +0.1% 2,899 $613K
Meridian Investment Counsel Inc. 0.18% Add +18.1% 2,875 $608K
Guardian Asset Advisors, LLC 0.39% Add +0.2% 2,862 $605K
NCM Capital Management, LLC 0.27% No change 2,855 $603K
SCS Capital Management LLC 0.01% New 2,840 $600K
Bank of New York Mellon Corp 0.00% Reduce -33.7% 2,794 $591K
Blue Capital, Inc. 0.41% — 2,764 $584K
Woodmont Investment Counsel LLC 0.04% Reduce -3.5% 2,732 $577K
OneDigital Investment Advisors LLC 0.01% Reduce -12.7% 2,725 $576K
NorthCrest Asset Manangement, LLC 0.02% Add +0.1% 2,723 $576K
Commerce Bank 0.00% Reduce -1.9% 2,720 $575K
Savant Capital, LLC 0.00% Reduce -14.5% 2,696 $570K
BCM Advisors, LLC 0.13% Reduce -58.4% 2,591 $562K
Global Trust Asset Management, LLC 0.21% Reduce -4.9% 2,627 $555K
Fifth Third Bancorp 0.00% Reduce -2.9% 2,621 $554K
Northeast Financial Consultants Inc 0.02% Add +0.5% 2,610 $552K
Cape Investment Advisory, Inc. 0.21% Add +22.7% 2,596 $549K
KG Capital Management 0.17% Reduce -0.7% 2,535 $536K
Avondale Wealth Management 0.34% Add +105.7% 2,530 $535K
Tiaa Trust, National Association 0.00% Reduce -5.1% 2,528 $534K
Raab & Moskowitz Asset Management LLC 0.13% Add +2.1% 2,524 $534K
Diversify Wealth Management, LLC 0.04% Reduce -7.2% 2,572 $532K
NWF Advisory Services Inc. 0.08% Add +25.8% 2,503 $529K
Spinnaker Investment Group, LLC 0.13% Add +0.3% 2,493 $527K
Strategies Wealth Advisors, LLC 0.07% Reduce -1.3% 2,397 $525K
Leavell Investment Management, Inc. 0.03% Reduce -17.2% 2,430 $514K
International Assets Investment Management, LLC 0.04% New 2,432 $513K
Fulcrum Capital LLC 0.11% No change 2,420 $512K
Woodward Diversified Capital, LLC 0.37% Reduce -50.9% 2,397 $507K
Meritage Portfolio Management 0.03% Reduce -0.6% 2,382 $504K
Saxony Capital Management, LLC 0.44% Add +1.2% 2,365 $500K
Wall Street Financial Group, Inc. 0.49% Reduce -7.1% 2,362 $499K
NORTHSTAR ASSET MANAGEMENT Co 0.11% Add +1.9% 2,360 $499K
Olistico Wealth, LLC 0.29% Reduce -7.1% 2,350 $497K
Newman Dignan & Sheerar, Inc. 0.13% Reduce -13.7% 2,347 $496K
Beacon Capital Management, LLC 0.06% Reduce -6.0% 2,347 $496K
Garden State Investment Advisory Services LLC 0.15% Reduce -8.2% 2,331 $495K
RBA Wealth Management, LLC 0.19% Add +13.8% 2,326 $492K
Simmons Bank 0.04% No change 2,315 $489K
Founders Financial Securities LLC 0.04% Reduce -5.6% 2,273 $481K
Evoke Wealth, LLC 0.01% No change 2,250 $476K
HBW Advisory Services LLC 0.05% Add +10.0% 2,224 $470K
Nova Wealth Management, Inc. 0.40% — 2,205 $466K
Philadelphia Trust Co. 0.03% Reduce -14.5% 2,205 $466K
Milestone Asset Management Group, LLC 0.41% — 2,178 $460K
Avantax Planning Partners, Inc. 0.02% New 2,174 $460K
Van Strum & Towne Inc. 0.16% No change 2,169 $458K
Capital Investment Advisors, LLC 0.01% No change 2,134 $451K
Nicolet Advisory Services, LLC 0.04% No change 2,158 $446K
SeaCrest Wealth Management, LLC 0.05% Add +0.1% 2,101 $444K
Pinnacle Financial Group, LLC / IL 0.17% Reduce -0.1% 2,108 $440K
Optas, LLC 0.09% No change 2,078 $439K
Lion Street Advisors, LLC 0.14% Reduce -10.0% 2,064 $436K
Bravias Capital Group, LLC 0.35% — 2,011 $433K
Panoramic Investment Advisors, LLC 0.28% Add +3.4% 2,046 $432K
Foundations Investment Advisors, LLC 0.01% Add +6.7% 2,007 $424K
Brandywine Oak Private Wealth LLC 0.04% No change 1,998 $422K
Elm Partners Management LLC 0.03% Reduce -15.2% 1,994 $421K
Apexium Financial, LP 0.03% Add +20.7% 1,993 $421K
Debussy Capital Management LP 0.06% Add +63.1% 1,904 $413K
First Manhattan Co. Llc. 0.00% Add +0.4% 1,954 $413K
Wedbush Securities Inc. 0.01% Reduce -1.2% 1,956 $413K
Daymark Wealth Partners, LLC 0.02% Add +1.0% 1,953 $413K
Spire Wealth Management 0.01% Add +6.5% 1,951 $412K
Vertex Planning Partners, LLC 0.09% No change 1,950 $412K
American Alpha Advisors, LLC 0.37% Add +5.7% 1,947 $412K
Ingalls & Snyder LLC 0.02% Add +2.0% 1,933 $409K
Bryn Mawr Trust Advisors, LLC 0.02% Reduce -5.0% 1,919 $406K
Tower View Wealth Management LLC 0.21% Reduce -2.3% 1,888 $399K
Romano Brothers and Company 0.05% No change 1,875 $396K
WNY Asset Management, LLC 0.05% Reduce -38.6% 1,869 $395K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Reduce -11.0% 1,861 $393K
American Money Management, LLC 0.08% Add +0.2% 1,840 $389K
Charter Oak Capital Management, LLC 0.04% Add +0.2% 1,832 $387K
First PREMIER Bank 0.10% Reduce -0.5% 1,823 $385K
Hennion & Walsh Asset Management, Inc. 0.02% Add +15.5% 1,815 $384K
Signature Wealth Management Partners, LLC 0.26% No change 1,805 $382K
Biltmore Family Office, LLC 0.06% No change 1,801 $381K
Rothschild Wealth LLC 0.11% Reduce -36.2% 1,793 $379K
Maxele Advisors, LLC 0.36% — 1,788 $378K
Integrated Wealth Concepts LLC 0.00% Add +11.9% 1,760 $372K
Cornerstone Wealth Management, LLC 0.03% Add +6.6% 1,749 $370K
Quantitative Strategies, Inc. 0.20% Add +19.5% 1,738 $367K
O'ROURKE & COMPANY, Inc 0.18% Add +0.8% 1,731 $366K
Armbruster Capital Management, Inc. 0.07% Reduce -0.1% 1,728 $365K
Fisher Asset Management 0.00% Add +5.3% 1,705 $361K
Mainsail Asset Management, LLC 0.25% No change 1,691 $357K
Tradition Wealth Management, LLC 0.03% Add +0.2% 1,689 $357K
Silver Oak Securities, Incorporated 0.03% No change 1,678 $354K
Bank of Montreal 0.00% Add +1.3% 1,660 $351K
Emerald Advisors, LLC 0.05% No change 1,659 $351K
Western Wealth Management, LLC 0.02% Reduce -3.9% 1,636 $346K
SignalPoint Asset Management, LLC 0.08% Add +9.8% 1,632 $345K
Focus Financial Network, Inc. 0.01% Reduce -17.0% 1,630 $344K
Money Concepts Capital Corp. 0.03% Add +14.7% 1,619 $342K
Csenge Advisory Group 0.02% Reduce -49.7% 1,616 $342K
Valeo Financial Advisors, LLC 0.01% No change 1,608 $340K
Jacobi Capital Management LLC 0.03% Add +1.7% 1,604 $339K
Visionary Wealth Advisors 0.02% Reduce -86.1% 1,595 $337K
Hippocratic Financial Advisors, LLC 0.23% — 1,587 $335K
Mather Group, Llc. 0.00% Reduce -16.3% 1,571 $332K
Park Square Financial Group, LLC 0.23% — 1,563 $330K
IFP Advisors, Inc 0.01% Add +29.9% 1,550 $328K
Richard C. Young & CO., LTD. 0.04% Add +1.1% 1,549 $327K
Farther Finance Advisors, LLC 0.01% Reduce -2.1% 1,548 $327K
Solidarity Wealth, LLC 0.09% No change 1,544 $326K
Arrowroot Family Office, LLC 0.17% Reduce -0.3% 1,531 $324K
HM Payson & Co. 0.01% Add +3.7% 1,530 $323K
Hilltop Holdings Inc. 0.02% Add +11.9% 1,509 $319K
Pursue Wealth Partners LLC 0.18% No change 1,487 $314K
Crestwood Advisors Group, LLC 0.01% Add +0.5% 1,483 $313K
Synovus Financial Corp. 0.00% Reduce -50.0% 1,478 $313K
Waters Parkerson & Co., LLC 0.02% No change 1,476 $312K
Avalon Trust Co 0.02% Reduce -4.5% 1,475 $312K
IVC Wealth Advisors LLC 0.17% Reduce -3.2% 1,459 $308K
Jaffetilchin Investment Partners, LLC 0.02% Add +1.1% 1,452 $307K
Hoxton Planning & Management, LLC 0.12% No change 1,445 $305K
TD Waterhouse Canada Inc. 0.00% Reduce -3.8% 1,438 $304K
Cannell & Spears LLC 0.01% No change 1,434 $303K
Performance Wealth Partners, LLC 0.01% Reduce -1.1% 1,398 $296K
Elevation Point Wealth Partners, LLC 0.02% No change 1,388 $293K
Heritage Family Offices, LLP 0.14% No change 1,375 $291K
Sound View Wealth Advisors Group, LLC 0.02% Add +7.0% 1,354 $286K
Fearless Solutions, LLC dba Best Invest 0.22% — 1,351 $286K
Clark Asset Management, LLC 0.05% Add +1.7% 1,343 $284K
Ceera Investments, LLC 0.10% No change 1,342 $284K
Obsidian Cio, LLC 0.05% New 1,339 $283K
Checchi Capital Advisers, LLC 0.02% Reduce -12.2% 1,326 $280K
Alexander Labrunerie & Co., Inc. 0.12% No change 1,319 $279K
Avidian Wealth Enterprises, LLC 0.01% Add +0.1% 1,318 $279K
Taylor & Morgan Wealth Management, LLC 0.20% Add +1.1% 1,315 $278K
Quadcap Wealth Management, LLC 0.04% No change 1,316 $278K
Wealth Advisors Northwest LLC 0.19% — 1,310 $277K
tru Independence LLC 0.09% Add +1.1% 1,309 $277K
Townsquare Capital LLC 0.00% Add +42.1% 1,306 $276K
Fortitude Advisory Group L.L.C. 0.17% Add +0.1% 1,305 $276K
Cardiff Park Advisors, LLC 0.03% Add +0.4% 1,300 $275K
Coppell Advisory Solutions LLC 0.04% Add +25.3% 1,287 $272K
Caitlin John, LLC 0.18% No change 1,262 $267K
Heartwood Wealth Advisors LLC 0.03% No change 1,259 $266K
DAVENPORT & Co LLC 0.00% Add +22.4% 1,251 $264K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.5% 1,250 $264K
Traphagen Investment Advisors LLC 0.03% No change 1,250 $264K
Avestar Capital, LLC 0.02% Add +6.0% 1,233 $261K
World Investment Advisors 0.01% Add +16.2% 1,229 $260K
Ritholtz Wealth Management 0.01% Add +0.1% 1,219 $258K
Childress Capital Advisors, LLC 0.07% No change 1,207 $255K
Elite Financial, Inc. 0.14% — 1,206 $255K
Fulton Breakefield Broenniman LLC 0.02% New 1,204 $255K
Sheets Smith Wealth Management 0.03% No change 1,200 $254K
National Bank of Canada 0.00% Add +55.3% 1,197 $253K
WMG Financial Advisors, LLC 0.11% Reduce -1.9% 1,196 $253K
AMG National Trust Bank 0.01% No change 1,185 $250K
Private Wealth Group, LLC 0.12% No change 1,157 $245K
Mgo One Seven LLC 0.01% Add +3.9% 1,146 $242K
Evolution Wealth Advisors, LLC 0.04% No change 1,146 $242K
David Kennon Inc 0.10% Reduce -9.6% 1,142 $241K
Octavia Wealth Advisors, LLC 0.03% No change 1,140 $241K
Strategic Financial Concepts, LLC 0.05% Add +1.0% 1,131 $239K
Oppenheimer & Co. Inc. 0.00% Add +2.4% 1,126 $238K
Composition Wealth, LLC 0.00% New 1,125 $238K
Autumn Glory Partners, LLC 0.12% Reduce -7.4% 1,122 $237K
Pinnacle Associates Ltd. 0.00% Reduce -1.7% 1,119 $236K
Modern Wealth Management, LLC 0.01% Reduce -4.0% 1,116 $236K
Portland Financial Advisors Inc 0.63% — 1,110 $235K
Cornerstone Wealth Group, LLC 0.02% New 1,107 $234K
HBK Sorce Advisory LLC 0.01% No change 1,105 $234K
IHT Wealth Management, LLC 0.01% Reduce -44.9% 1,099 $232K
Transcend Capital Advisors, LLC 0.02% Add +1.0% 1,094 $231K
Arkos Global Advisors 0.03% No change 1,086 $230K
Compass Advisory Group LLC 0.08% Reduce -3.7% 1,085 $229K
Betterment LLC 0.00% Add +5.7% 1,075 $227K
Lake Street Private Wealth, LLC 0.04% Add +0.8% 1,068 $226K
Fiduciary Trust Co 0.00% No change 1,060 $224K
Cwm, LLC 0.00% Add +14.3% 1,057 $223K
Jericho Financial, LLP 0.16% — 1,054 $223K
Fox Financial, Inc 0.20% Reduce -29.3% 1,050 $222K
Keybank National Association 0.00% Reduce -1.9% 1,035 $219K
Insigneo Advisory Services, LLC 0.02% New 1,030 $218K
VestGen Investment Management 0.06% No change 1,024 $216K
McNaughton Wealth Management, LLC 0.10% No change 1,023 $216K
Next Level Wealth Planning, LLC 0.17% — 1,023 $216K
Ifrah Financial Services, Inc. 0.06% Reduce -45.7% 1,022 $216K
Stock Yards Bank & Trust Co. 0.01% No change 1,022 $216K
Creekmur Asset Management LLC 0.05% Reduce -0.1% 1,018 $215K
Modera Wealth Management, LLC 0.00% Add +2.5% 1,017 $215K
Schnieders Capital Management LLC 0.04% No change 1,015 $215K
Compound Planning, Inc. 0.01% Reduce -6.7% 1,014 $214K
Councilor Wealth, LLC 0.10% No change 1,008 $213K
Pure Financial Advisors, LLC 0.00% Add +0.5% 1,004 $212K
Hillcrest Wealth Advisors - NY, LLC 0.10% No change 1,000 $211K
Apriem Advisors 0.02% No change 1,000 $211K
Gallacher Capital Management LLC 0.10% Add +0.6% 995 $210K
Pines Wealth Management, LLC 0.09% — 1,011 $209K
Signature Estate & Investment Advisors LLC 0.01% Reduce -18.8% 987 $209K
Brighton Jones LLC 0.01% New 982 $208K
Swmg, LLC 0.08% Reduce -0.1% 970 $203K
Bridge Creek Capital Management LLC 0.06% New 958 $203K
Heritage Wealth Management, Inc. 0.07% New 955 $202K
Advisory Alpha, LLC 0.01% Reduce -5.5% 950 $201K
Collective Family Office LLC 0.06% No change 950 $201K
Glass Jacobson Investment Advisors llc 0.06% Add +2.9% 892 $188K
McClarren Financial Advisors, Inc. 0.50% Reduce -24.5% 850 $179K
Winthrop Capital Management, LLC 0.05% Add +0.4% 841 $177K
City State Bank 0.06% No change 798 $169K
AdvisorNet Financial, Inc 0.01% Reduce -1.9% 775 $164K
TD Private Client Wealth LLC 0.00% Add +2.8% 763 $161K
Coston, McIsaac & Partners 0.05% Reduce -7.2% 753 $159K
Wilmington Savings Fund Society, FSB 0.00% No change 745 $157K
Colonial Trust Co / SC 0.02% No change 725 $153K
North Star Investment Management Corp. 0.01% No change 725 $153K
United Community Bank 0.06% No change 710 $150K
Laurel Wealth Advisors LLC 0.02% No change 676 $143K
Brown Brothers Harriman & Co. 0.00% Add +33.6% 664 $140K
Avior Wealth Management, LLC 0.01% Add +10.1% 657 $139K
Montag A & Associates Inc. 0.01% Reduce -76.2% 640 $135K
Integrity Financial Corp 0.08% Add +1.4% 637 $135K
Fourth Dimension Wealth, LLC 0.07% — 635 $134K
Oarsman Capital, Inc. 0.02% No change 610 $129K
Progressive Investment Management Corp 0.03% No change 600 $127K
Avion Wealth 0.03% No change 597 $126K
Thompson Investment Management, Inc. 0.02% New 560 $118K
Private Trust Co. NA 0.01% Reduce -14.4% 533 $113K
St Germain D J Co. Inc. 0.01% No change 522 $110K
Horizon Bancorp Inc. 0.05% Reduce -2.4% 520 $110K
Graney & King, LLC 0.08% — 518 $109K
Sound Income Strategies, LLC 0.01% Add +153.5% 502 $106K
Arax Advisory Partners 0.01% Add +8.2% 487 $103K
Tortoise Investment Management, LLC 0.01% Add +29.6% 481 $102K
Pathway Financial Advisers, LLC 0.03% Add +5.1% 456 $101K
Vermillion Wealth Management, Inc. 0.05% — 460 $97K
Larson Financial Group LLC 0.00% Reduce -14.0% 448 $95K
TD Capital Management LLC 0.01% Add +1.1% 445 $94K
Financial Freedom, LLC 0.05% Add +1.2% 431 $91K
Atticus Wealth Management, LLC 0.03% No change 400 $85K
Truvestments Capital LLC 0.02% No change 380 $80K
Private Capital Management LLC 0.02% No change 374 $79K
Duncker Streett & Co. Inc. 0.01% Reduce -30.4% 367 $78K
MTM Investment Management, LLC 0.03% No change 361 $76K
Founders Financial Alliance, LLC 0.02% No change 358 $76K
Medallion Wealth Advisors, LLC 0.04% — 342 $73K
Ramirez Asset Management, Inc. 0.01% No change 345 $73K
Aptus Capital Advisors, LLC 0.00% Add +22.3% 335 $71K
Albion Financial Group 0.00% No change 332 $70K
Minot DeBlois Advisors LLC 0.06% — 327 $69K
Salem Investment Counselors Inc. 0.00% No change 305 $64K
WFA Asset Management Corp 0.03% Add +1.0% 297 $63K
Capital Investment Advisory Services, LLC 0.01% No change 282 $60K
Aspect Partners, LLC 0.03% New 279 $59K
Armstrong Advisory Group, Inc. 0.00% No change 273 $58K
Hopwood Financial Services, Inc. 0.04% — 271 $57K
Mainstream Capital Management LLC 0.04% New 268 $57K
EPG Wealth Management LLC 0.01% No change 264 $56K
Sandy Spring Bank 0.00% Reduce -7.9% 258 $55K
Synergy Investment Management, LLC 0.02% — 255 $54K
Vermillion & White Wealth Management Group, LLC 0.04% No change 254 $54K
CBIZ Investment Advisory Services, LLC 0.00% Add +1.2% 252 $53K
Davis Capital Management 0.04% Reduce -6.7% 251 $53K
CNB Bank 0.02% No change 243 $51K
NorthRock Partners, LLC 0.00% Add +1.3% 243 $51K
Blue Trust, Inc. 0.00% No change 241 $51K
Eastern Bank 0.00% New 237 $50K
Archer Investment Corp 0.01% No change 236 $50K
Glen Eagle Advisors, LLC 0.01% No change 226 $48K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 225 $48K
EverSource Wealth Advisors, LLC 0.00% No change 223 $47K
NBT Bank, N.A. 0.00% Add +0.9% 221 $47K
Federation des caisses Desjardins du Quebec 0.00% Add +20.0% 216 $46K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -41.1% 208 $44K
Wingate Wealth Advisors, Inc. 0.04% — 200 $42K
Tsfg, LLC 0.01% No change 200 $42K
Ameriflex Group, Inc. 0.02% — 194 $42K
Concord Wealth Partners 0.01% Reduce -3.9% 196 $42K
Optimum Investment Advisors 0.02% No change 196 $41K
Capital Analysts, LLC 0.00% Reduce -44.6% 179 $38K
Advantage Trust Co 0.02% No change 170 $36K
Sunbelt Securities, Inc. 0.00% Add +3260.0% 168 $36K
Rosenberg Matthew Hamilton 0.01% No change 165 $35K
Centennial Bank 0.02% No change 157 $33K
Sterling Capital Management LLC 0.00% Reduce -5.4% 157 $33K
Barclays PLC 0.00% New 156 $33K
Physician Wealth Advisors, Inc. 0.01% New 151 $32K
Mitchell Sinkler & Starr 0.01% Reduce -51.0% 150 $32K
FAS Wealth Partners, Inc. 0.00% Add +1.5% 136 $29K
FLP Wealth Management, LLC 0.07% — 125 $26K
Breakwater Investment Management 0.01% No change 115 $24K
Ashton Thomas Securities, LLC 0.01% No change 115 $24K
AllSquare Wealth Management LLC 0.01% No change 105 $22K
VSM Wealth Advisory, LLC 0.01% — 104 $22K
Elevation Wealth Partners, LLC 0.01% Add +1.0% 103 $22K
Cherry Tree Wealth Management, LLC 0.01% No change 102 $22K
Raffa Wealth Management, LLC 0.01% No change 101 $21K
Brooklyn Investment Group 0.01% New 100 $21K
Park Place Capital Corp 0.01% No change 100 $21K
JNBA Financial Advisors 0.00% No change 99 $21K
Game Plan Financial Advisors, LLC 0.01% No change 99 $21K
Mb, Levis & Associates, LLC 0.01% No change 97 $21K
Bradley & Co. Private Wealth Management, LLC 0.01% — 91 $19K
Ancora Advisors LLC 0.00% No change 88 $19K
Barrett & Company, Inc. 0.01% Add +24.6% 86 $18K
Activest Wealth Management 0.00% Add +44.6% 81 $17K
GPS Wealth Strategies Group, LLC 0.00% No change 80 $17K
NFSG Corp 0.00% Reduce -50.6% 78 $16K
Elevate Wealth Advisory, Inc. 0.01% No change 75 $16K
Spectrum Wealth Counsel, LLC 0.00% No change 72 $15K
Asset Dedication, LLC 0.00% Reduce -98.3% 72 $15K
Monetary Management Group Inc. 0.00% No change 70 $15K
Caldwell Trust Co 0.00% No change 70 $15K
Oakworth Capital, Inc. 0.00% No change 70 $15K
Golden State Wealth Management, LLC 0.00% — 67 $14K
Oxford Financial Group, LTD. LLC 0.00% Add +1.5% 66 $14K
Russell Investments Group, Ltd. 0.00% Add +700.0% 64 $14K
SOA Wealth Advisors, LLC. 0.00% No change 62 $13K
Painted Porch Advisors LLC 0.01% Add +1.7% 61 $13K
Key Financial Inc 0.00% Add +3.4% 61 $13K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 60 $13K
Hexagon Capital Partners LLC 0.00% No change 59 $12K
Boyd Watterson Asset Management LLC 0.00% Reduce -1.7% 57 $12K
CIBC Private Wealth Group LLC 0.00% No change 57 $12K
Howe & Rusling Inc. 0.00% No change 54 $11K
AlphaMark Advisors, LLC 0.00% No change 50 $11K
Transce3nd, LLC 0.00% — 51 $11K
Continuum Advisory, LLC 0.00% No change 49 $10K
First Horizon Advisors, Inc. 0.00% Add +6.5% 49 $10K
Plante Moran Financial Advisors, LLC 0.00% New 45 $10K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 44 $9K
Iron Horse Wealth Management, LLC 0.00% No change 43 $9K
Trust Co. of Vermont 0.00% No change 43 $9K
Reyes Financial Architecture, Inc. 0.01% — 41 $9K
BlackRock, Inc. 0.00% Reduce -27.8% 39 $8K
Venturi Wealth Management, LLC 0.00% Reduce -21.7% 36 $8K
Farmers & Merchants Investments Inc. 0.00% No change 31 $7K
Milestone Investment Advisors LLC 0.00% No change 28 $6K
Maryland Capital Advisors Inc. 0.00% No change 28 $6K
Darwin Wealth Management, LLC 0.00% Reduce -51.0% 25 $5K
Signaturefd, LLC 0.00% Add +257.1% 25 $5K
Founders Capital Management 0.00% No change 25 $5K
Security National Bank 0.00% No change 25 $5K
CENTRAL TRUST Co 0.00% No change 24 $5K
Guardian Wealth Advisors, LLC / NC 0.00% No change 23 $5K
Synergy Asset Management, LLC 0.00% New 22 $5K
Gables Capital Management Inc. 0.00% Reduce -83.0% 22 $5K
PSI Advisors, LLC 0.00% New 22 $5K
Parkside Financial Bank & Trust 0.00% No change 21 $4K
Independence Bank of Kentucky 0.00% Reduce -33.3% 20 $4K
GeoWealth Management, LLC 0.00% Reduce -5.3% 18 $4K
Cassady Schiller Wealth Management, LLC 0.00% No change 14 $3K
McIlrath & Eck, LLC 0.00% No change 8 $2K
Princeton Global Asset Management LLC 0.00% New 5 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -71.4% 6 $1K
GAMMA Investing LLC 0.00% No change 4 $846
Bellwether Advisors, LLC 0.00% New 3 $634
Lanark Financial, Inc. 0.02% — 1 $263
JFS Wealth Advisors, LLC 0.00% No change 1 $179

"% of holder's portfolio" is VDC's weight in each manager's 13F, not the share of Vanguard Consumer Staple ETF the manager owns.