Vanguard Consumer Staple ETFVDCETF

13F holders, Q1 2025 (March 31)
630holders −3
50new positions
39sold out
3famous investors
$207.55avg. 13F price*

At the end of Q1 2025, 630 institutions reported holding Vanguard Consumer Staple ETF (VDC) in their 13F filings, down 3 from Q4 2024. 50 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($864.4M), LPL Financial LLC ($157.1M) and Morgan Stanley ($120.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions50$81.2M
Exits39$58.6M

All 13F filers, Q4 2024 → Q1 2025: 1,642,206 shares bought and 1,337,791 shares sold, net +304,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 630 holders

Bank of America Corp. 0.08% Add +14.8% 3,950,316 $864.4M
LPL Financial LLC 0.06% Add +2.0% 717,749 $157.1M
Morgan Stanley 0.01% Reduce -11.1% 549,339 $120.2M
Envestnet Asset Management Inc. 0.03% Add +2.5% 462,336 $101.2M
Compass Financial Group, INC 18.99% Add +0.2% 458,746 $100.4M
Wells Fargo & Company 0.02% Add +13.6% 407,167 $89.1M
UBS Group AG 0.02% Reduce -3.5% 377,978 $82.7M
PGIM Custom Harvest LLC 1.87% Reduce -5.0% 357,782 $78.3M
Morningstar Investment Management LLC 5.89% Reduce -15.3% 316,264 $69.2M
Cetera Investment Advisers 0.11% Add +6.8% 264,235 $57.8M
Commonwealth Equity Services, LLC 0.07% Add +8.1% 233,521 $51.1M
Empower Advisory Group, LLC 0.16% Add +11.8% 222,372 $48.7M
Beacon Capital Management, Inc. 2.15% Reduce -73.0% 192,725 $43.1M
Ameriprise Financial Inc. 0.01% Add +8.9% 194,905 $42.6M
Raymond James Financial Inc. 0.01% Add +3.1% 162,067 $35.5M
Cerity Partners LLC 0.07% Add +1276.6% 153,164 $33.5M
Northwestern Mutual Wealth Management Co. 0.03% Add +1.3% 143,809 $31.5M
Stifel Financial Corp. 0.03% Add +4.2% 132,661 $29.0M
Osaic Holdings, Inc. 0.06% Add +1.8% 129,767 $28.4M
Cambridge Investment Research Advisors, Inc. 0.08% Add +0.2% 114,810 $25.1M
Royal Bank of Canada 0.01% Add +25.7% 109,503 $24.0M
Rockefeller Capital Management L.P. 0.06% Add +1.1% 108,413 $23.7M
Foundations Investment Advisors, LLC 0.39% Add +4708.6% 96,509 $21.1M
Marotta Asset Management 4.10% Add +7.8% 95,608 $20.9M
Truist Financial Corp. 0.03% Reduce -19.2% 85,925 $18.8M
Blankinship & Foster, LLC 4.44% Reduce -0.2% 80,414 $17.6M
Patriot Investment Management Group, Inc. 1.32% Reduce -1.3% 80,244 $17.6M
BNP Paribas Financial Markets 0.01% New 75,000 $16.4M
Atria Wealth Solutions, Inc. 0.19% Reduce -9.3% 73,163 $16.0M
JPMorgan Chase & Co. 0.00% Reduce -25.9% 72,986 $16.0M
Waverly Advisors, LLC 0.19% Reduce -11.3% 72,265 $15.8M
Kestra Advisory Services, LLC 0.07% Reduce -16.3% 69,801 $15.3M
Apollon Wealth Management, LLC 0.30% Add +7.0% 61,844 $13.5M
KCM Investment Advisors LLC 0.47% Add +1.9% 59,996 $13.1M
Eaton Financial Holdings Company, LLC 5.20% New 57,264 $12.5M
Consolidated Capital Management, LLC 5.19% Reduce -23.9% 57,162 $12.5M
Janney Montgomery Scott LLC 0.04% Add +3.1% 56,437 $12.3M
M&T Bank Corp 0.04% Reduce -1.0% 51,127 $11.2M
Full Sail Capital, LLC 0.72% Reduce -5.3% 50,599 $11.1M
Blackston Financial Advisory Group, LLC 7.19% Reduce -6.4% 48,418 $10.6M
Seldon Capital LP 6.55% Reduce -4.0% 47,593 $10.4M
Lido Advisors, LLC 0.06% Add +13.8% 44,349 $9.7M
Consolidated Portfolio Review Corp 1.51% Add +10.7% 43,096 $9.4M
Orion Porfolio Solutions, LLC 0.09% Add +1341.1% 42,253 $9.2M
Orion Portfolio Solutions, LLC 0.09% Add +1341.1% 42,253 $9.2M
Wealthspire Advisors, LLC 0.06% Reduce -3.3% 42,178 $9.2M
Private Advisor Group, LLC 0.05% Reduce -4.0% 41,184 $9.0M
CMH Wealth Management LLC 2.25% Add +0.2% 40,968 $9.0M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -46.8% 40,044 $8.8M
Stratos Wealth Partners, LTD. 0.13% Add +0.1% 38,941 $8.5M
Principal Securities, Inc. 0.19% No change 39,816 $8.4M
Integrity Alliance, Llc. 0.32% Add +65.5% 37,218 $8.1M
PNC Financial Services Group, Inc. 0.00% Reduce -0.9% 36,839 $8.1M
Weitzel Financial Services, Inc. 3.81% Add +20.2% 36,322 $8.0M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -1.3% 36,396 $8.0M
Richmond Brothers, Inc. 4.92% Add +4.9% 35,579 $7.8M
Polianta Ltd 3.58% New 33,900 $7.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +41.5% 31,882 $7.0M
Guerra Advisors Inc 3.83% New 31,275 $6.8M
MML Investors Services, LLC 0.02% Add +6.4% 30,471 $6.7M
Sharper & Granite LLC 2.58% Add +1.7% 28,495 $6.2M
Mariner, LLC 0.01% Add +12.1% 28,480 $6.2M
Anfield Capital Management, LLC 2.27% New 28,052 $6.1M
Citigroup Inc. 0.00% Reduce -1.3% 27,665 $6.1M
Invst, LLC 0.81% New 27,116 $5.9M
Madden Advisory Services, Inc. 2.75% Reduce -1.8% 26,994 $5.9M
Goldman Sachs Group Inc. 0.00% Reduce -0.1% 26,720 $5.8M
Systelligence, LLC 1.40% Reduce -22.2% 26,633 $5.8M
Wealthspire Retirement, LLC 0.46% Reduce -0.3% 26,413 $5.8M
J.W. Cole Advisors, Inc. 0.18% Add +53.9% 26,373 $5.8M
Greenline Partners, LLC 0.83% Reduce -9.7% 26,193 $5.7M
Arkadios Wealth Advisors 0.22% Add +132.7% 26,164 $5.7M
Johnson Investment Counsel Inc. 0.06% Add +2.9% 26,150 $5.7M
Avantax Advisory Services, Inc. 0.03% Add +0.4% 25,218 $5.5M
Exchange Traded Concepts, LLC 0.10% Add +1.7% 25,077 $5.5M
Rossby Financial, LCC 2.37% Add +26.2% 25,154 $5.5M
Strengthening Families & Communities, LLC 3.34% Add +0.5% 25,062 $5.5M
MassMutual Private Wealth & Trust, FSB 0.16% Add +5.0% 24,550 $5.4M
Captrust Financial Advisors 0.01% Reduce -6.8% 23,319 $5.1M
Financial Advisory Partners, LLC 1.69% Add +0.8% 23,122 $5.1M
TBH Global Asset Management, LLC 0.94% Add +59.5% 22,007 $4.9M
Steward Partners Investment Advisory, LLC 0.04% Reduce -1.2% 22,475 $4.9M
HighTower Advisors, LLC 0.01% Reduce -57.6% 21,821 $4.8M
Creative Planning 0.00% Reduce -0.1% 21,800 $4.8M
HC Advisors, LLC 3.50% Add +1.4% 21,369 $4.7M
Brookstone Capital Management 0.07% Add +2.8% 21,246 $4.6M
Tranquilli Financial Advisor LLC 2.93% Add +1.4% 21,165 $4.6M
Proquility Private Wealth Partners, LLC 1.43% Reduce -30.7% 21,137 $4.6M
Callan Capital, LLC 0.33% Reduce -2.2% 20,662 $4.5M
Susquehanna International Group, LLP 0.01% Add +462.6% 20,292 $4.4M
Tocqueville Asset Management L.P. 0.07% Reduce -21.8% 19,915 $4.4M
Pension & Wealth Management Advisors, Inc. 1.62% Add +77.1% 19,882 $4.4M
Keeler & Nadler Financial Planning & Wealth Management 1.90% Reduce -1.7% 19,545 $4.2M
Exchange Capital Management, Inc. 0.66% Add +6.5% 18,590 $4.1M
Atria Investments, Inc 0.05% Add +3.7% 18,510 $4.1M
Cwm, LLC 0.02% Add +1643.3% 18,427 $4.0M
Merit Financial Group, LLC 0.06% Add +14.0% 18,181 $4.0M
Corient Private Wealth LP 0.01% Reduce -10.6% 18,146 $4.0M
Jones Financial Companies LLLP 0.00% Add +43.4% 18,005 $3.9M
Northwest Capital Management Inc 1.56% New 17,366 $3.8M
Matthew Goff Investment Advisor, LLC 0.68% Reduce -0.1% 16,804 $3.7M
US Bancorp \de 0.00% Add +2.1% 16,756 $3.7M
Renaissance Technologies 0.01% Add +58.6% 16,500 $3.6M
Pathstone Holdings, LLC 0.02% Reduce -1.1% 16,309 $3.6M
Retirement Capital Strategies 1.34% New 15,718 $3.4M
Certified Advisory Corp 0.39% Reduce -0.3% 15,604 $3.4M
FMR LLC 0.00% Add +0.3% 15,566 $3.4M
Bailard, Inc. 0.09% Reduce -3.7% 15,443 $3.4M
StoneX Group Inc. 0.18% Reduce -0.2% 15,268 $3.3M
Altura Wealth Advisors Inc. 2.16% Add +36.0% 14,882 $3.3M
Joule Financial, LLC 1.13% Add +9.2% 14,721 $3.2M
Equitable Holdings, Inc. 0.03% Add +5.7% 14,367 $3.1M
Sigma Planning Corp 0.10% Add +58.1% 14,191 $3.1M
Syon Capital LLC 0.25% Add +3.2% 13,973 $3.1M
Founders Grove Wealth Partners, LLC 0.85% Add +8.6% 13,881 $3.0M
Blair William & Co. 0.01% Reduce -0.2% 13,657 $3.0M
Stelac Advisory Services LLC 1.22% No change 13,533 $3.0M
N.E.W. Advisory Services LLC 0.23% Add +25.4% 13,484 $3.0M
Stonebridge Financial Planning Group, LLC 1.33% Reduce -3.7% 13,289 $2.9M
SBI Securities Co., Ltd. 0.10% Reduce -3.6% 13,172 $2.9M
Advisory Services Network, LLC 0.05% Reduce -1.3% 12,932 $2.8M
Calton & Associates, Inc. 0.65% Add +22.1% 12,931 $2.8M
Natixis Advisors, LLC 0.01% Add +20.2% 12,900 $2.8M
Cibc World Market Inc. 0.01% Add +4.2% 12,897 $2.8M
Bonfire Financial 2.53% Add +4.1% 12,543 $2.7M
Royal Fund Management, LLC 0.32% Reduce -48.1% 12,359 $2.7M
Cypress Wealth Services, LLC 0.55% Reduce -2.5% 12,293 $2.7M
D.A. Davidson & Co. 0.02% Add +0.3% 12,244 $2.7M
Trust Co. of Oklahoma 0.92% Reduce -0.5% 12,161 $2.7M
Grey Ledge Advisors, LLC 0.68% Add +65.0% 11,896 $2.6M
Kinloch Capital, LLC 1.24% New 11,817 $2.6M
Keebeck Wealth Management 0.38% Reduce -0.5% 11,759 $2.6M
Absolute Capital Management, LLC 1.49% Add +25.8% 11,752 $2.6M
Financial Perspectives, Inc 0.87% Add +9.9% 11,632 $2.5M
Atlas Capital Advisors Inc. 0.32% Reduce -11.9% 11,606 $2.5M
Assetmark, Inc. 0.01% Reduce -11.9% 11,483 $2.5M
Conservest Capital Advisors, Inc. 0.26% Add +2.9% 11,438 $2.5M
Nvest Financial, LLC 1.34% Add +26.3% 11,432 $2.5M
Curran Financial Partners, LLC 0.61% Reduce -10.1% 11,421 $2.5M
FFG Retirement Advisors LLC 1.68% Reduce -12.7% 11,265 $2.5M
Quantinno Capital Management LP 0.02% Add +21.9% 11,227 $2.5M
Kingswood Wealth Advisors, LLC 0.22% Add +50.8% 11,192 $2.4M
Retirement Planning Group, LLC 0.11% Add +6.8% 11,087 $2.4M
Ieq Capital, LLC 0.02% Add +2.0% 11,070 $2.4M
Apollon Financial, LLC 0.57% Reduce -5.8% 11,030 $2.4M
Westside Investment Management, Inc. 0.51% Add +1.7% 10,997 $2.4M
Novare Capital Management LLC 0.20% Reduce -1.0% 10,532 $2.3M
Anchor Investment Management, LLC 0.21% Add +4.0% 10,426 $2.3M
WBH Advisory Inc. 0.21% Reduce -1.8% 10,391 $2.3M
Bartlett & Co. Wealth Management LLC 0.03% Add +0.2% 10,259 $2.2M
Retireful, LLC 2.09% Add +2.5% 10,272 $2.2M
Trinity Legacy Partners, LLC 0.56% Add +23.1% 10,219 $2.2M
One Day In July LLC 0.22% Add +0.9% 9,837 $2.2M
Ameritas Advisory Services, LLC 0.09% Add +1.1% 9,871 $2.1M
Fischer Financial Services, Inc. 0.69% Add +0.1% 9,745 $2.1M
NewEdge Advisors, LLC 0.01% Add +12.0% 9,479 $2.1M
PFG Advisors 0.12% Reduce -5.8% 9,458 $2.1M
Accel Wealth Management 0.74% Add +0.0% 9,323 $2.0M
Belpointe Asset Management LLC 0.10% New 8,635 $1.9M
Houlihan Financial Resource Group, Ltd. 0.83% Reduce -0.2% 8,457 $1.9M
Wolff Financial Management LLC 0.51% Add +0.4% 8,377 $1.8M
Beacon Pointe Advisors, LLC 0.02% Reduce -6.1% 8,362 $1.8M
Wealthfront Advisers LLC 0.00% Add +14.0% 8,193 $1.8M
BCM Advisors, LLC 0.40% Add +210.4% 8,043 $1.8M
Harbour Investments, Inc. 0.05% Add +0.5% 8,015 $1.8M
Townsquare Capital LLC 0.02% Add +498.5% 7,816 $1.7M
Agf Management Ltd. 0.01% Add +12.5% 7,723 $1.7M
Focus Partners Wealth 0.00% Reduce -7.1% 7,644 $1.7M
Geneos Wealth Management Inc. 0.06% Add +0.8% 7,641 $1.7M
Clearstead Advisors, LLC 0.03% Add +0.1% 7,589 $1.7M
Gibraltar Capital Management, Inc. 0.36% New 7,560 $1.7M
Axiom Financial Strategies, LLC 0.97% Reduce -1.6% 7,496 $1.6M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -3.8% 7,414 $1.6M
Marion Wealth Management 0.43% Add +1.9% 7,380 $1.6M
Liberty One Investment Management, LLC 0.16% Reduce -0.7% 7,380 $1.6M
Main Street Financial Solutions, LLC 0.14% New 7,349 $1.6M
Moneta Group Investment Advisors LLC 0.02% Reduce -3.3% 7,315 $1.6M
Mill Creek Capital Advisors, LLC 0.04% Add +0.6% 7,280 $1.6M
TrueWealth Financial Partners 0.96% New 7,245 $1.6M
AdvisorNet Financial, Inc 0.12% Add +826.6% 7,181 $1.6M
Independent Financial Group, LLC 0.05% Reduce -24.4% 7,147 $1.6M
Snowden Capital Advisors LLC 0.05% Add +3.5% 7,076 $1.5M
Advisors Capital Management, LLC 0.02% Reduce -10.9% 7,029 $1.5M
Phoenix Financial Ltd. 0.02% Add +15.1% 7,025 $1.5M
Moloney Securities Asset Management, LLC 0.20% Add +1.7% 6,741 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -21.6% 6,726 $1.5M
DHJJ Financial Advisors, Ltd. 0.58% Reduce -2.8% 6,599 $1.4M
CoreCap Advisors, LLC 0.06% Add +5.3% 6,477 $1.4M
Wood Tarver Financial Group, LLC 0.46% Reduce -10.4% 6,421 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +103.2% 6,418 $1.4M
One Charles Private Wealth Services, LLC 0.45% Reduce -2.6% 6,399 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -1.6% 6,398 $1.4M
Mercer Global Advisors Inc. 0.00% Reduce -8.4% 6,181 $1.4M
Park National Corp. 0.05% Reduce -6.2% 6,146 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -7.3% 5,959 $1.3M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.3% 5,771 $1.3M
Mutual Advisors, LLC 0.04% Reduce -10.2% 5,772 $1.3M
CVA Family Office, LLC 0.19% No change 5,743 $1.3M
Arrien Investments, Inc. 0.90% Reduce -12.9% 5,711 $1.2M
Centaurus Financial, Inc. 0.07% Add +5.2% 5,664 $1.2M
Independent Family Office, LLC 0.65% No change 5,640 $1.2M
Nomura Asset Management Co. Ltd. 0.00% No change 5,617 $1.2M
Morningstar Investment Services LLC 0.22% Reduce -46.2% 5,524 $1.2M
Sweeney & Michel, LLC 0.52% — 5,810 $1.2M
McIntyre Freedman & Flynn Investment Advisers Inc. 0.87% Add +0.0% 5,389 $1.2M
Neuberger Berman Group LLC 0.00% Reduce -5.9% 5,387 $1.2M
Northstar Group, Inc. 0.20% Add +1.0% 5,346 $1.2M
ROI Financial Advisors, LLC 0.84% Reduce -4.4% 5,273 $1.2M
CWA Asset Management Group, LLC 0.05% Add +13.2% 5,153 $1.1M
Glenmede Trust Co. NA 0.01% No change 5,141 $1.1M
MontVue Capital Management, Inc. 0.89% Reduce -0.0% 5,080 $1.1M
Parallel Advisors, LLC 0.03% Add +2.6% 5,072 $1.1M
CreativeOne Wealth, LLC 0.03% Reduce -1.0% 4,923 $1.1M
MAI Capital Management 0.01% Reduce -1.1% 4,885 $1.1M
Park Avenue Securities LLC 0.01% New 4,865 $1.1M
Safeguard Investment Advisory Group, LLC 0.29% Reduce -1.8% 4,837 $1.1M
Concurrent Investment Advisors, LLC 0.03% Reduce -36.4% 4,778 $1.0M
Wellspring Financial Advisors, LLC 0.12% Reduce -0.3% 789,716 $1.0M
Northern Trust Corp. 0.00% Reduce -3.8% 4,726 $1.0M
SouthState Bank Corp 0.05% Add +8.9% 4,589 $1.0M
Axxcess Wealth Management, LLC 0.03% Reduce -38.1% 4,560 $998K
Sanctuary Advisors, LLC 0.01% Add +4.9% 4,546 $995K
NFSG Corp 0.24% Add +5683.3% 4,511 $987K
CW Advisors, LLC 0.01% Reduce -30.6% 4,469 $977K
Christensen, King & Associates Investment Services, Inc. 0.46% Add +0.4% 4,604 $974K
Comerica Bank 0.00% Reduce -6.1% 4,447 $973K
First Financial Corp. 0.47% Reduce -9.4% 4,437 $971K
Allworth Financial LP 0.01% Add +1.1% 4,389 $959K
Praetorian Wealth Management, Inc. 0.23% Add +10.6% 4,343 $950K
Kestra Private Wealth Services, LLC 0.02% Reduce -5.1% 4,260 $932K
Birchcreek Wealth Management, LLC 0.58% Reduce -6.6% 4,196 $918K
Tyler-Stone Wealth Management 0.16% Add +0.4% 4,163 $911K
Charles Schwab Investment Management Inc. 0.00% Reduce -5.9% 4,037 $883K
Optima Capital LLC 0.56% Reduce -3.3% 4,014 $878K
Lighthouse Wealth Management Inc. 0.79% Reduce -0.3% 3,929 $860K
Bokf, NA 0.02% No change 3,900 $853K
Optas, LLC 0.15% Add +86.3% 3,871 $847K
Meridian Investment Counsel Inc. 0.25% Add +34.3% 3,860 $845K
Choreo, LLC 0.01% Add +4.5% 3,823 $837K
Summit Financial, LLC 0.02% Add +15.7% 3,792 $830K
Pallas Capital Advisors LLC 0.03% Add +4.9% 3,792 $830K
Cresset Asset Management, LLC 0.00% Reduce -0.1% 3,791 $830K
Kovack Advisors, Inc. 0.09% Add +6.2% 3,777 $826K
Prospera Financial Services Inc 0.02% Reduce -27.1% 3,774 $826K
Transatlantique Private Wealth LLC 0.33% Add +0.7% 3,747 $820K
United Capital Financial Advisors, LLC 0.01% Add +14.0% 3,735 $817K
First Bancorp, Inc 0.53% No change 3,730 $816K
Idaho Trust Co 0.33% Add +1.0% 3,725 $815K
Valmark Advisers, Inc. 0.01% Reduce -0.1% 3,629 $794K
EP Wealth Advisors, LLC 0.01% Reduce -10.2% 3,622 $793K
Bay Capital Advisors, LLC 0.66% Add +0.0% 3,598 $787K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -10.1% 3,550 $777K
Apexium Financial, LP 0.05% Add +77.9% 3,545 $776K
Leelyn Smith, LLC 0.14% No change 3,532 $773K
Leavell Investment Management, Inc. 0.04% Add +44.4% 3,508 $768K
Mission Wealth Management, LP 0.02% Reduce -0.7% 3,500 $766K
Choate Investment Advisors 0.02% Reduce -13.0% 3,500 $766K
Berkeley Capital Partners, LLC 0.21% Reduce -3.3% 3,466 $758K
M Wealth Management, LLC 0.71% Add +0.3% 3,459 $757K
AE Wealth Management LLC 0.01% Add +10.5% 3,434 $751K
Farther Finance Advisors, LLC 0.02% Add +120.3% 3,410 $749K
Seamount Financial Group Inc. 0.50% Add +0.5% 3,361 $736K
Ranch Capital Advisors Inc. 0.35% No change 3,329 $728K
Elevation Capital Advisory, LLC 0.32% Reduce -27.3% 3,326 $728K
Williams Jones Wealth Management, LLC. 0.01% Reduce -5.8% 3,279 $718K
Creative Financial Designs Inc. 0.06% Reduce -8.6% 3,254 $712K
LexAurum Advisors, LLC 0.14% Add +0.2% 3,208 $702K
Avondale Wealth Management 0.44% Add +25.7% 3,180 $696K
ALM First Financial Advisors, LLC 0.16% No change 3,898 $695K
&partners 0.01% Add +6.1% 3,181 $686K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -47.3% 3,129 $685K
Brookwood Investment Group LLC 0.12% — 3,126 $684K
Cora Capital Advisors LLC 0.33% Reduce -1.7% 3,122 $683K
Bank of New York Mellon Corp 0.00% Add +9.4% 3,057 $669K
Principle Wealth Partners LLC 0.05% No change 3,028 $663K
V2 Financial group LLC 0.42% No change 3,010 $659K
GWN Securities Inc. 0.04% New 3,036 $658K
Diversified Enterprises, LLC 0.06% Reduce -0.3% 3,005 $658K
Bragg Financial Advisors, Inc 0.03% Reduce -10.5% 2,993 $655K
Raab & Moskowitz Asset Management LLC 0.16% Add +18.2% 2,983 $653K
Beacon Financial Advisory LLC 0.20% Add +0.0% 2,981 $652K
NorthCrest Asset Manangement, LLC 0.02% Add +8.3% 2,950 $646K
CX Institutional 0.02% Reduce -62.7% 2,929 $641K
Wilson & Boucher Capital Management, LLC 0.48% No change 2,923 $640K
Thrivent Financial for Lutherans 0.00% No change 2,965 $639K
Koshinski Asset Management, Inc. 0.05% Add +0.6% 2,916 $638K
Stephens Inc. 0.01% Reduce -0.2% 2,892 $633K
HBW Advisory Services LLC 0.09% Add +30.0% 2,892 $633K
SCS Capital Management LLC 0.01% Add +1.4% 2,879 $630K
NCM Capital Management, LLC 0.28% No change 2,855 $625K
Avantax Planning Partners, Inc. 0.02% Add +29.2% 2,809 $615K
Institute for Wealth Management, LLC. 0.08% Reduce -4.3% 2,794 $611K
Woodmont Investment Counsel LLC 0.04% No change 2,732 $598K
International Assets Investment Management, LLC 0.05% Add +12.3% 2,731 $598K
Salomon & Ludwin, LLC 0.06% Reduce -16.3% 2,722 $596K
Cape Investment Advisory, Inc. 0.24% Add +4.8% 2,722 $596K
Commerce Bank 0.00% No change 2,720 $595K
WNY Asset Management, LLC 0.07% Add +45.5% 2,720 $595K
Guardian Asset Advisors, LLC 0.39% Reduce -5.7% 2,699 $590K
Fifth Third Bancorp 0.00% Add +1.9% 2,671 $584K
Woodward Diversified Capital, LLC 0.41% Add +11.2% 2,666 $583K
OneDigital Investment Advisors LLC 0.01% Reduce -2.3% 2,663 $583K
Vickerman Investment Advisors, Inc. 0.13% New 2,625 $574K
Northeast Financial Consultants Inc 0.03% No change 2,610 $571K
Nova Wealth Management, Inc. 0.49% Add +18.1% 2,603 $570K
NWF Advisory Services Inc. 0.08% Add +2.3% 2,560 $560K
Qube Research & Technologies Ltd 0.00% Reduce -41.3% 2,551 $558K
KG Capital Management 0.18% Reduce -0.8% 2,516 $551K
Tower Research Capital LLC (TRC) 0.02% New 2,467 $539K
Global Trust Asset Management, LLC 0.33% Reduce -7.2% 2,437 $533K
Betterment LLC 0.00% Add +126.5% 2,435 $533K
Fulcrum Capital LLC 0.12% No change 2,420 $530K
Nicolet Advisory Services, LLC 0.05% Add +14.6% 2,473 $529K
Strategies Wealth Advisors, LLC 0.06% Add +0.5% 2,410 $527K
Spinnaker Investment Group, LLC 0.12% Reduce -3.5% 2,407 $527K
Savant Capital, LLC 0.00% Reduce -11.9% 2,375 $520K
Tiaa Trust, National Association 0.00% Reduce -6.2% 2,372 $519K
NORTHSTAR ASSET MANAGEMENT Co 0.12% No change 2,360 $516K
Garden State Investment Advisory Services LLC 0.17% Add +0.5% 2,343 $515K
Newman Dignan & Sheerar, Inc. 0.14% No change 2,347 $514K
Olistico Wealth, LLC 0.32% Reduce -0.2% 2,346 $513K
Meritage Portfolio Management 0.03% Reduce -2.0% 2,335 $511K
Simmons Bank 0.04% Reduce -0.2% 2,310 $505K
Money Concepts Capital Corp. 0.04% Add +42.4% 2,305 $504K
RBA Wealth Management, LLC 0.20% Reduce -1.7% 2,286 $500K
Focus Partners Advisor Solutions, LLC 0.01% New 2,283 $500K
Evoke Wealth, LLC 0.01% No change 2,250 $492K
Milestone Asset Management Group, LLC 0.44% Add +1.6% 2,214 $484K
Philadelphia Trust Co. 0.04% No change 2,205 $482K
Hilltop Holdings Inc. 0.03% Add +45.7% 2,198 $481K
Van Strum & Towne Inc. 0.16% No change 2,169 $475K
Saxony Capital Management, LLC 0.41% Reduce -8.7% 2,160 $473K
Diversify Wealth Management, LLC 0.04% Reduce -16.4% 2,151 $472K
Capital Investment Advisors, LLC 0.01% No change 2,134 $467K
Panoramic Investment Advisors, LLC 0.31% Add +3.0% 2,107 $461K
Wedbush Securities Inc. 0.02% Add +5.9% 2,072 $454K
Lion Street Advisors, LLC 0.14% No change 2,064 $452K
Ignite Planners, LLC 0.09% New 2,053 $450K
Ingalls & Snyder LLC 0.01% Add +6.0% 2,048 $448K
Founders Financial Securities LLC 0.04% Reduce -9.6% 2,054 $447K
Pinnacle Financial Group, LLC / IL 0.16% Reduce -3.0% 2,044 $446K
Bravias Capital Group, LLC 0.36% Add +0.4% 2,019 $442K
Western Wealth Management, LLC 0.03% Add +23.2% 2,016 $441K
Jane Street Group, LLC 0.00% New 2,014 $441K
American Alpha Advisors, LLC 0.39% Add +3.1% 2,007 $439K
Gotham Asset Management 0.00% New 2,000 $438K
Wall Street Financial Group, Inc. 0.45% Reduce -16.2% 1,979 $433K
Baird Financial Group, Inc. 0.00% Reduce -63.0% 1,976 $432K
Beacon Capital Management, LLC 0.06% Reduce -16.6% 1,958 $428K
Integrated Wealth Concepts LLC 0.01% Add +11.2% 1,957 $428K
Vertex Planning Partners, LLC 0.09% No change 1,950 $427K
First Manhattan Co. Llc. 0.00% Reduce -0.4% 1,947 $426K
Brandywine Oak Private Wealth LLC 0.04% Reduce -3.4% 1,931 $423K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -0.1% 1,917 $420K
Debussy Capital Management LP 0.07% Add +0.4% 1,911 $418K
Daymark Wealth Partners, LLC 0.02% Reduce -2.6% 1,902 $416K
Tower View Wealth Management LLC 0.24% Reduce -1.7% 1,856 $406K
Charter Oak Capital Management, LLC 0.04% Add +0.1% 1,833 $401K
First PREMIER Bank 0.10% No change 1,823 $399K
Maxele Advisors, LLC 0.38% Add +1.4% 1,813 $397K
O'ROURKE & COMPANY, Inc 0.20% Add +4.7% 1,813 $397K
Signature Wealth Management Partners, LLC 0.26% No change 1,805 $395K
Biltmore Family Office, LLC 0.07% No change 1,801 $394K
American Money Management, LLC 0.07% Reduce -2.3% 1,797 $393K
Y-Intercept (Hong Kong) Ltd 0.03% New 1,785 $391K
Avalon Trust Co 0.03% Add +20.3% 1,775 $388K
Pure Financial Advisors, LLC 0.01% Add +76.8% 1,775 $388K
Rothschild Wealth LLC 0.11% Reduce -1.4% 1,767 $387K
Cornerstone Wealth Management, LLC 0.03% Add +0.5% 1,757 $384K
Richard C. Young & CO., LTD. 0.04% Add +13.4% 1,756 $384K
Romano Brothers and Company 0.05% Reduce -6.7% 1,750 $383K
Evolution Wealth Advisors, LLC 0.06% Add +52.4% 1,746 $382K
Armbruster Capital Management, Inc. 0.08% No change 1,728 $378K
Elwood & Goetz Wealth Advisory Group, LLC 0.09% Reduce -7.3% 1,725 $378K
Spire Wealth Management 0.01% Reduce -12.3% 1,710 $374K
Obsidian Cio, LLC 0.06% Add +27.1% 1,702 $372K
Tradition Wealth Management, LLC 0.03% Add +0.1% 1,690 $370K
Valeo Financial Advisors, LLC 0.01% Add +4.0% 1,673 $366K
Emerald Advisors, LLC 0.05% No change 1,659 $363K
Silver Oak Securities, Incorporated 0.03% Reduce -0.7% 1,666 $359K
Csenge Advisory Group 0.02% No change 1,616 $356K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -11.0% 1,615 $353K
Waters Parkerson & Co., LLC 0.02% Add +8.7% 1,605 $351K
Signature Estate & Investment Advisors LLC 0.01% Add +62.6% 1,605 $351K
TD Waterhouse Canada Inc. 0.00% Add +11.3% 1,600 $350K
IFP Advisors, Inc 0.01% Add +3.2% 1,599 $350K
Mainsail Asset Management, LLC 0.24% Reduce -5.9% 1,591 $348K
Mather Group, Llc. 0.00% Add +1.1% 1,588 $348K
Focus Financial Network, Inc. 0.01% Reduce -3.9% 1,566 $343K
HM Payson & Co. 0.01% Add +2.3% 1,565 $342K
Solidarity Wealth, LLC 0.08% No change 1,544 $338K
Jaffetilchin Investment Partners, LLC 0.02% Add +4.8% 1,521 $333K
Checchi Capital Advisers, LLC 0.02% Add +14.4% 1,517 $332K
Jacobi Capital Management LLC 0.02% Reduce -5.8% 1,511 $331K
Park Square Financial Group, LLC 0.26% Reduce -4.3% 1,496 $327K
Pursue Wealth Partners LLC 0.20% No change 1,487 $325K
Crestwood Advisors Group, LLC 0.01% No change 1,483 $325K
IVC Wealth Advisors LLC 0.17% No change 1,459 $319K
Hippocratic Financial Advisors, LLC 0.19% Reduce -8.3% 1,456 $319K
Advanced Asset Management Advisors Inc 0.09% New 1,435 $314K
Cannell & Spears LLC 0.01% No change 1,434 $314K
Avidian Wealth Enterprises, LLC 0.01% Add +6.8% 1,407 $308K
Bluesphere Advisors LLC 0.18% New 1,404 $307K
Elevation Point Wealth Partners, LLC 0.03% No change 1,388 $304K
Lanark Financial, Inc. 0.03% — 1,386 $303K
Fisher Asset Management 0.00% Reduce -19.4% 1,375 $301K
Heritage Family Offices, LLP 0.15% No change 1,375 $301K
Florida Financial Advisors, LLC 0.12% New 1,372 $300K
Sound View Wealth Advisors Group, LLC 0.02% Add +0.1% 1,355 $297K
Oppenheimer & Co. Inc. 0.00% Add +20.3% 1,354 $296K
Clark Asset Management, LLC 0.05% No change 1,343 $294K
Ceera Investments, LLC 0.10% No change 1,342 $294K
Traphagen Investment Advisors LLC 0.03% Add +6.3% 1,329 $291K
Alexander Labrunerie & Co., Inc. 0.13% No change 1,319 $289K
Visionary Wealth Advisors 0.02% Reduce -17.4% 1,318 $288K
tru Independence LLC 0.09% Add +0.5% 1,316 $288K
Aptus Capital Advisors, LLC 0.00% Add +292.5% 1,315 $288K
RFG - Bristol Wealth Advisors, LLC 0.10% New 1,311 $287K
Wealth Advisors Northwest LLC 0.18% No change 1,310 $287K
Cardiff Park Advisors, LLC 0.03% Add +0.2% 1,303 $285K
Taylor & Morgan Wealth Management, LLC 0.21% Reduce -1.8% 1,292 $283K
Fortitude Advisory Group L.L.C. 0.20% No change 1,305 $281K
Bank of Montreal 0.00% Reduce -24.0% 1,262 $276K
Pine Valley Investments Ltd Liability Co 0.02% Add +0.9% 1,261 $276K
Heartwood Wealth Advisors LLC 0.03% No change 1,259 $275K
National Bank of Canada 0.00% Add +4.6% 1,252 $273K
DAVENPORT & Co LLC 0.00% Reduce -0.5% 1,245 $273K
Childress Capital Advisors, LLC 0.08% Add +2.7% 1,240 $271K
Coppell Advisory Solutions LLC 0.04% Reduce -4.7% 1,227 $269K
Colonial River Investments, LLC 0.15% Reduce -81.0% 1,223 $268K
Ritholtz Wealth Management 0.01% No change 1,219 $267K
Fearless Solutions, LLC dba Best Invest 0.21% Reduce -10.0% 1,216 $266K
Quadcap Wealth Management, LLC 0.04% Reduce -7.6% 1,216 $266K
Essential Planning, LLC. 0.11% Reduce -98.4% 1,211 $265K
Kingsview Wealth Management, LLC 0.01% Reduce -93.2% 1,210 $265K
Fulton Breakefield Broenniman LLC 0.02% No change 1,204 $263K
Sheets Smith Wealth Management 0.03% No change 1,200 $263K
HB Wealth Management, LLC 0.00% New 1,191 $261K
AMG National Trust Bank 0.01% No change 1,185 $259K
Caitlin John, LLC 0.25% Reduce -6.5% 1,180 $258K
Elite Financial, Inc. 0.14% Reduce -2.6% 1,175 $257K
SeaCrest Wealth Management, LLC 0.03% Reduce -44.6% 1,164 $255K
Avestar Capital, LLC 0.02% Reduce -6.5% 1,153 $252K
WMG Financial Advisors, LLC 0.11% Reduce -4.4% 1,143 $250K
Advisory Alpha, LLC 0.01% Add +19.8% 1,138 $249K
Strategic Financial Concepts, LLC 0.05% Add +0.4% 1,136 $249K
Pinnacle Associates Ltd. 0.00% Add +0.1% 1,120 $245K
HBK Sorce Advisory LLC 0.01% No change 1,105 $242K
Octavia Wealth Advisors, LLC 0.03% Reduce -3.3% 1,103 $241K
Transcend Capital Advisors, LLC 0.02% Add +0.4% 1,098 $240K
Compass Advisory Group LLC 0.08% Add +0.6% 1,091 $239K
Arkos Global Advisors 0.04% No change 1,086 $238K
Cornerstone Wealth Group, LLC 0.02% Reduce -2.4% 1,081 $237K
World Investment Advisors 0.01% Reduce -12.2% 1,079 $236K
Lake Street Private Wealth, LLC 0.04% Add +0.4% 1,072 $235K
Portland Financial Advisors Inc 0.59% Reduce -4.5% 1,060 $232K
Fiduciary Trust Co 0.00% No change 1,060 $232K
Mgo One Seven LLC 0.01% Reduce -7.9% 1,055 $231K
Fortis Capital Advisors, LLC 0.05% New 1,042 $228K
Fox Financial, Inc 0.21% Reduce -1.3% 1,036 $227K
Sage Financial Group Inc. 0.02% New 1,035 $226K
Keybank National Association 0.00% No change 1,035 $226K
Next Level Wealth Planning, LLC 0.17% Add +0.9% 1,032 $226K
Synovus Financial Corp. 0.00% Reduce -30.2% 1,031 $226K
Insigneo Advisory Services, LLC 0.02% No change 1,030 $225K
Modern Wealth Management, LLC 0.01% Reduce -7.8% 1,029 $225K
Penobscot Wealth Management 0.09% New 1,025 $224K
Pines Wealth Management, LLC 0.10% Add +8.2% 1,094 $224K
VestGen Investment Management 0.17% No change 1,024 $224K
McNaughton Wealth Management, LLC 0.11% No change 1,023 $224K
Creekmur Asset Management LLC 0.05% Add +0.1% 1,019 $223K
Schnieders Capital Management LLC 0.05% No change 1,015 $222K
Councilor Wealth, LLC 0.11% No change 1,008 $221K
Brighton Jones LLC 0.01% Add +1.9% 1,001 $219K
Fiducient Advisors LLC 0.03% New 1,000 $219K
Apriem Advisors 0.03% No change 1,000 $219K
Gallacher Capital Management LLC 0.11% Add +0.3% 998 $218K
Hoxton Planning & Management, LLC 0.08% Reduce -31.0% 997 $218K
Family Investment Center, Inc. 0.05% New 983 $215K
Modera Wealth Management, LLC 0.00% Reduce -4.2% 974 $213K
Tiller Private Wealth, Inc. 0.09% New 970 $212K
Heritage Wealth Management, Inc. 0.07% No change 955 $209K
Victrix Investment Advisors 0.11% New 947 $207K
IFG Advisory, LLC 0.01% New 939 $206K
Dakota Wealth Management 0.00% New 925 $202K
Rossmore Private Capital 0.03% New 925 $202K
Kennedy Investment Group, Inc. 0.09% New 923 $202K
Autumn Glory Partners, LLC 0.10% Reduce -18.2% 918 $201K
Bison Wealth, LLC 0.02% New 915 $200K
IHT Wealth Management, LLC 0.01% Reduce -16.7% 915 $200K
Glass Jacobson Investment Advisors llc 0.06% No change 892 $188K
McClarren Financial Advisors, Inc. 0.12% Add +9.9% 934 $187K
Winthrop Capital Management, LLC 0.05% Reduce -2.4% 821 $180K
City State Bank 0.06% Reduce -1.4% 787 $172K
TD Private Client Wealth LLC 0.00% Add +0.5% 767 $168K
Coston, McIsaac & Partners 0.05% Add +0.5% 757 $165K
Wilmington Savings Fund Society, FSB 0.00% No change 745 $163K
Colonial Trust Co / SC 0.02% No change 725 $159K
North Star Investment Management Corp. 0.01% No change 725 $159K
EverSource Wealth Advisors, LLC 0.01% Add +220.2% 714 $156K
United Community Bank 0.06% No change 710 $155K
Laurel Wealth Advisors LLC 0.02% No change 676 $148K
Integrity Financial Corp 0.08% Add +1.3% 645 $141K
Fourth Dimension Wealth, LLC 0.07% No change 635 $139K
Progressive Investment Management Corp 0.04% No change 600 $131K
Avion Wealth 0.03% No change 597 $126K
Thompson Investment Management, Inc. 0.02% No change 560 $123K
Brown Brothers Harriman & Co. 0.00% Reduce -17.5% 548 $120K
St Germain D J Co. Inc. 0.01% No change 522 $114K
Graney & King, LLC 0.08% Add +0.6% 521 $114K
Sound Income Strategies, LLC 0.01% No change 502 $110K
Private Trust Co. NA 0.01% Reduce -6.2% 500 $109K
Lummis Asset Management, LP 0.08% New 490 $108K
Arax Advisory Partners 0.01% No change 487 $107K
Vermillion Wealth Management, Inc. 0.03% Add +0.4% 462 $101K
TD Capital Management LLC 0.01% Add +0.7% 448 $98K
Financial Freedom, LLC 0.05% Add +0.5% 433 $95K
Tortoise Investment Management, LLC 0.01% Reduce -10.4% 431 $94K
Dagco, Inc. 0.03% New 423 $93K
Atticus Wealth Management, LLC 0.03% No change 400 $88K
Montag A & Associates Inc. 0.00% Reduce -40.2% 383 $84K
Truvestments Capital LLC 0.02% No change 380 $83K
Larson Financial Group LLC 0.00% Reduce -16.5% 374 $82K
Duncker Streett & Co. Inc. 0.02% No change 367 $80K
Russell Investments Group, Ltd. 0.00% Add +470.3% 365 $80K
BlackRock, Inc. 0.00% Add +789.7% 347 $76K
Ramirez Asset Management, Inc. 0.02% No change 345 $75K
Medallion Wealth Advisors, LLC 0.03% No change 342 $75K
Salem Investment Counselors Inc. 0.00% Add +9.2% 333 $73K
Albion Financial Group 0.01% No change 332 $73K
WFA Asset Management Corp 0.04% Add +18.2% 351 $72K
Minot DeBlois Advisors LLC 0.07% No change 327 $72K
Horizon Bancorp Inc. 0.04% Reduce -44.6% 288 $63K
Aspect Partners, LLC 0.04% No change 279 $61K
Hopwood Financial Services, Inc. 0.05% Add +0.4% 272 $59K
Capital Investment Advisory Services, LLC 0.01% Reduce -6.0% 265 $58K
EPG Wealth Management LLC 0.02% No change 264 $58K
Armstrong Advisory Group, Inc. 0.00% No change 273 $58K
Founders Financial Alliance, LLC 0.01% Reduce -27.6% 259 $57K
Synergy Investment Management, LLC 0.02% No change 255 $56K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.4% 253 $55K
Sandy Spring Bank 0.00% Reduce -2.3% 252 $55K
Davis Capital Management 0.04% No change 251 $55K
Vermillion & White Wealth Management Group, LLC 0.04% Reduce -2.0% 249 $54K
NorthRock Partners, LLC 0.00% Add +0.4% 244 $53K
CNB Bank 0.03% No change 243 $53K
Capital Analysts, LLC 0.00% Add +32.4% 237 $52K
Archer Investment Corp 0.01% No change 236 $52K
Glen Eagle Advisors, LLC 0.01% No change 226 $49K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 225 $49K
NBT Bank, N.A. 0.00% Add +0.5% 222 $49K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 208 $46K
Whittier Trust Co. of Nevada Inc. 0.00% New 208 $46K
Tsfg, LLC 0.01% No change 200 $44K
Trust Co. of Vermont 0.00% Add +360.5% 198 $43K
Optimum Investment Advisors 0.02% No change 196 $43K
Ameriflex Group, Inc. 0.02% Reduce -3.1% 188 $41K
VSM Wealth Advisory, LLC 0.01% Add +79.8% 187 $41K
Advantage Trust Co 0.02% No change 170 $37K
Concord Wealth Partners 0.01% Reduce -15.3% 166 $36K
Rosenberg Matthew Hamilton 0.01% No change 165 $36K
Federation des caisses Desjardins du Quebec 0.00% Reduce -27.3% 157 $34K
Sterling Capital Management LLC 0.00% Reduce -2.5% 153 $33K
Physician Wealth Advisors, Inc. 0.01% No change 151 $33K
FAS Wealth Partners, Inc. 0.00% No change 136 $30K
Flaharty Asset Management, LLC 0.00% New 128 $28K
Cheviot Value Management, LLC 0.00% New 117 $26K
Breakwater Investment Management 0.01% No change 115 $25K
Ashton Thomas Securities, LLC 0.01% No change 115 $25K
AllSquare Wealth Management LLC 0.01% No change 105 $23K
Elevation Wealth Partners, LLC 0.01% Add +1.0% 104 $23K
Cherry Tree Wealth Management, LLC 0.01% No change 102 $22K
Raffa Wealth Management, LLC 0.01% No change 101 $22K
Barclays PLC 0.00% Reduce -35.3% 101 $22K
Park Place Capital Corp 0.01% No change 100 $22K
Brooklyn Investment Group 0.00% No change 100 $22K
Game Plan Financial Advisors, LLC 0.01% No change 99 $22K
Mb, Levis & Associates, LLC 0.01% No change 97 $21K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 91 $20K
Ancora Advisors LLC 0.00% No change 88 $19K
Barrett & Company, Inc. 0.01% No change 86 $19K
GPS Wealth Strategies Group, LLC 0.00% Add +1.3% 81 $18K
Elevate Wealth Advisory, Inc. 0.01% No change 75 $16K
Spectrum Wealth Counsel, LLC 0.00% No change 72 $16K
Asset Dedication, LLC 0.00% No change 72 $16K
Monetary Management Group Inc. 0.00% No change 70 $15K
Oakworth Capital, Inc. 0.00% No change 70 $15K
Golden State Wealth Management, LLC 0.00% Add +1.5% 68 $15K
Oxford Financial Group, LTD. LLC 0.00% Reduce -3.0% 64 $14K
SOA Wealth Advisors, LLC. 0.00% Add +1.6% 63 $14K
Key Financial Inc 0.00% No change 61 $13K
Hexagon Capital Partners LLC 0.00% No change 59 $13K
Centennial Bank 0.01% Reduce -63.7% 57 $12K
Boyd Watterson Asset Management LLC 0.00% No change 57 $12K
Activest Wealth Management 0.00% Reduce -30.9% 56 $12K
Howe & Rusling Inc. 0.00% No change 54 $12K
CIBC Private Wealth Group LLC 0.00% No change 57 $12K
JNBA Financial Advisors 0.00% Reduce -48.5% 51 $11K
Hanson & Doremus Investment Management 0.00% New 50 $11K
SVB Wealth LLC 0.00% New 50 $11K
Continuum Advisory, LLC 0.00% No change 49 $11K
First Horizon Advisors, Inc. 0.00% No change 49 $11K
Plante Moran Financial Advisors, LLC 0.00% No change 45 $10K
Halbert Hargrove Global Advisors, LLC 0.00% New 44 $10K
Iron Horse Wealth Management, LLC 0.00% No change 43 $9K
Reyes Financial Architecture, Inc. 0.01% No change 41 $9K
Caldwell Trust Co 0.00% Reduce -50.0% 35 $8K
Independence Bank of Kentucky 0.00% Add +65.0% 33 $7K
Painted Porch Advisors LLC 0.00% Reduce -49.2% 31 $7K
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
GeoWealth Management, LLC 0.00% Add +44.4% 26 $6K
Founders Capital Management 0.00% No change 25 $5K
Security National Bank 0.00% No change 25 $5K
Darwin Wealth Management, LLC 0.00% No change 25 $5K
MCF Advisors LLC 0.00% New 24 $5K
CENTRAL TRUST Co 0.00% No change 24 $5K
Guardian Wealth Advisors, LLC / NC 0.00% No change 23 $5K
Gables Capital Management Inc. 0.00% No change 22 $5K
Parkside Financial Bank & Trust 0.00% No change 21 $5K
McIlrath & Eck, LLC 0.00% No change 8 $2K
Signaturefd, LLC 0.00% Reduce -72.0% 7 $2K
Sunbelt Securities, Inc. 0.00% Reduce -96.4% 6 $1K
Princeton Global Asset Management LLC 0.00% No change 5 $1K
Abound Wealth Management 0.00% New 5 $1K
Safe Harbor Fiduciary, LLC 0.00% New 5 $1K
GAMMA Investing LLC 0.00% No change 4 $875
Bellwether Advisors, LLC 0.00% No change 3 $656
JFS Wealth Advisors, LLC 0.00% No change 1 $185

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