Vanguard Consumer Staple ETFVDCETF

13F holders, Q2 2026 (June 30)
665holders +33
70new positions
39sold out
5famous investors
$213.18avg. 13F price*

At the end of Q2 2026, 665 institutions reported holding Vanguard Consumer Staple ETF (VDC) in their 13F filings, up 33 from Q1 2026. 70 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($1.0B), LPL Financial LLC ($206.1M) and Morgan Stanley ($140.2M). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions70$29.9M
Exits39$35.5M

All 13F filers, Q1 2026 → Q2 2026: 890,309 shares bought and 510,576 shares sold, net +379,733 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 665 holders

Bank of America Corp. 0.06% Add +2.6% 4,450,098 $1.0B
LPL Financial LLC 0.05% Add +1.7% 914,183 $206.1M
Morgan Stanley 0.01% Add +4.2% 621,633 $140.2M
PGIM Custom Harvest LLC 1.40% Add +5.8% 496,263 $111.9M
Compass Financial Group, INC 11.41% Reduce -1.8% 440,884 $99.4M
Wells Fargo & Company 0.02% Reduce -3.8% 391,371 $88.3M
Beacon Capital Management, Inc. 5.04% Reduce -12.1% 369,724 $83.4M
UBS Group AG 0.01% Add +3.4% 326,457 $73.6M
Cetera Investment Advisers 0.06% Add +2.3% 274,055 $61.8M
Empower Advisory Group, LLC 0.15% Add +12.5% 270,255 $60.9M
Envestnet Asset Management Inc. 0.01% Reduce -4.4% 246,022 $55.5M
Ameriprise Financial Inc. 0.01% Add +3.7% 230,760 $52.2M
Raymond James Financial Inc. 0.01% Add +1.7% 198,097 $44.7M
Commonwealth Equity Services, LLC 0.05% Reduce -6.9% 176,857 $39.9M
Stifel Financial Corp. 0.03% Add +7.7% 156,697 $35.3M
Osaic Holdings, Inc. 0.04% Reduce -3.2% 156,076 $35.2M
Cambridge Investment Research Advisors, Inc. 0.08% Add +28.8% 155,230 $35.0M
Ameritas Advisory Services, LLC 0.64% Add +49.4% 140,086 $31.6M
Royal Bank of Canada 0.01% Add +31.1% 137,333 $31.0M
Cerity Partners LLC 0.03% Reduce -13.2% 108,434 $24.5M
Rockefeller Capital Management L.P. 0.04% Reduce -1.0% 107,763 $24.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -18.2% 102,314 $23.1M
Apollon Wealth Management, LLC 0.23% Add +5.6% 84,745 $19.1M
Blankinship & Foster, LLC 3.76% Add +0.6% 82,532 $18.6M
Lido Advisors, LLC 0.07% Add +2.5% 81,934 $18.5M
JPMorgan Chase & Co. 0.00% Add +11.8% 79,106 $18.1M
Kestra Advisory Services, LLC 0.06% Reduce -6.3% 80,183 $18.1M
Banque Transatlantique SA 0.38% Add +2208.7% 136,718 $17.6M
Foundations Investment Advisors, LLC 0.16% Add +2473.6% 70,799 $16.0M
Patriot Investment Management Group, Inc. 0.88% Reduce -2.0% 67,651 $15.3M
Mercer Global Advisors Inc. 0.02% Reduce -6.3% 63,874 $14.4M
Marotta Asset Management 2.35% Reduce -9.1% 62,451 $14.1M
Waverly Advisors, LLC 0.08% Reduce -2.4% 61,849 $13.9M
KCM Investment Advisors LLC 0.39% Add +0.5% 57,921 $13.1M
Janney Montgomery Scott LLC 0.02% Add +0.9% 50,196 $11.3M
Goldman Sachs Group Inc. 0.00% Reduce -14.7% 49,952 $11.3M
Seldon Capital LP 3.36% No change 47,593 $10.7M
Private Advisor Group, LLC 0.05% Reduce -8.8% 45,640 $10.3M
Blackston Financial Advisory Group, LLC 5.67% Reduce -0.9% 44,628 $10.1M
TrueWealth Financial Partners 4.11% Add +2.5% 44,159 $10.0M
CMH Wealth Management LLC 1.43% Add +2.8% 41,650 $9.4M
Weitzel Financial Services, Inc. 2.99% Reduce -0.5% 38,249 $8.8M
Wealthspire Advisors, LLC 0.05% Reduce -0.7% 38,953 $8.8M
Stratos Wealth Partners, LTD. 0.09% Reduce -1.7% 38,721 $8.7M
MML Investors Services, LLC 0.02% Add +15.3% 37,081 $8.4M
Lighthouse Financial Services Inc. 1.73% Add +1.4% 36,451 $8.2M
Jones Financial Companies LLLP 0.00% Add +10.8% 35,045 $8.0M
Greenline Partners, LLC 0.76% Add +8.1% 32,958 $7.4M
Exchange Traded Concepts, LLC 0.04% Add +12.8% 32,569 $7.3M
M&T Bank Corp 0.02% Reduce -9.3% 31,664 $7.1M
Mosley Wealth Management 2.25% Add +876.8% 31,315 $7.1M
J.W. Cole Advisors, Inc. 0.12% Add +1.4% 30,866 $7.0M
Redstone Wealth Management, LLC 4.49% Add +36.6% 30,477 $6.9M
Financial Advisory Partners, LLC 1.78% Add +7.2% 30,289 $6.8M
Junk Investment Group, LLC 3.02% Add +1.3% 30,224 $6.8M
PNC Financial Services Group, Inc. 0.00% Reduce -9.8% 30,091 $6.8M
Retirement Planning Group, LLC 0.16% Add +120.3% 28,721 $6.5M
Truist Financial Corp. 0.01% Reduce -2.1% 28,705 $6.5M
Steward Partners Investment Advisory, LLC 0.03% Add +31.1% 28,419 $6.4M
Citigroup Inc. 0.00% Add +5.4% 27,726 $6.3M
Creative Planning 0.00% Add +12.8% 27,311 $6.2M
HighTower Advisors, LLC 0.01% Reduce -2.0% 26,339 $5.9M
Merrithew & Thorsten Inc 5.04% Reduce -0.3% 26,239 $5.9M
Hippocratic Financial Advisors, LLC 2.21% Add +5.4% 25,990 $5.9M
Wealthspire Retirement, LLC 0.32% Reduce -0.1% 25,728 $5.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.2% 27,437 $5.8M
Johnson Investment Counsel Inc. 0.04% Reduce -1.4% 25,243 $5.7M
Rossby Financial, LCC 1.03% Reduce -0.8% 25,075 $5.7M
WNY Asset Management, LLC 0.50% Add +23.3% 24,528 $5.5M
HC Advisors, LLC 3.32% Add +2.6% 24,283 $5.5M
Mariner, LLC 0.01% Reduce -29.7% 24,107 $5.4M
MassMutual Private Wealth & Trust, FSB 0.14% Reduce -0.8% 24,092 $5.4M
Strengthening Families & Communities, LLC 1.19% Add +0.8% 23,706 $5.3M
Southern Capital Services Inc. 2.92% Add +8.5% 23,050 $5.2M
Madden Advisory Services, Inc. 1.86% Add +0.4% 23,035 $5.2M
Simon Quick Advisors, LLC 0.21% Reduce -0.2% 23,022 $5.2M
Integrity Alliance, Llc. 0.16% Add +2.6% 22,554 $5.1M
FMR LLC 0.00% Add +13.1% 22,324 $5.0M
Strategic Investment Solutions, Inc. 1.10% Reduce -27.7% 21,413 $4.8M
Orion Porfolio Solutions, LLC 0.04% Reduce -5.8% 20,966 $4.7M
Sigma Planning Corp 0.12% Add +6.0% 20,574 $4.6M
Cibc World Market Inc. 0.01% Add +0.8% 19,363 $4.4M
Sharper & Granite LLC 1.33% Reduce -8.3% 19,042 $4.3M
Corient Private Wealth LP 0.01% Reduce -3.6% 18,884 $4.3M
Silver Coast Investments LLC 1.22% Add +3.9% 18,110 $4.1M
Equitable Holdings, Inc. 0.02% Reduce -12.9% 17,917 $4.0M
Pathstone Holdings, LLC 0.01% Add +10.3% 17,880 $4.0M
Horizon Investments, LLC 0.04% New 17,703 $4.0M
Quantinno Capital Management LP 0.00% Add +2.4% 17,343 $3.9M
Keeler & Nadler Financial Planning & Wealth Management 1.11% Reduce -2.9% 17,316 $3.9M
Harbour Investments, Inc. 0.05% Add +0.4% 17,229 $3.9M
One Day In July LLC 0.27% Add +5.9% 17,058 $3.8M
Altura Wealth Advisors Inc. 1.29% Add +6.5% 16,970 $3.8M
NewEdge Advisors, LLC 0.01% Reduce -2.0% 16,304 $3.7M
Bailard, Inc. 0.07% Add +1.0% 15,949 $3.6M
Tranquilli Financial Advisor LLC 1.92% Reduce -3.6% 15,824 $3.6M
Certified Advisory Corp 0.29% Add +1.5% 15,751 $3.6M
Pension & Wealth Management Advisors, Inc. 0.95% Reduce -5.7% 15,639 $3.5M
Royal Fund Management, LLC 0.29% New 15,568 $3.5M
Joule Financial, LLC 0.93% Reduce -3.1% 15,287 $3.4M
Financial Perspectives, Inc 0.81% Add +1.6% 14,815 $3.3M
HRT Financial LP 0.01% New 14,696 $3.3M
AlphaCore Capital LLC 0.06% Reduce -11.1% 14,522 $3.3M
Founders Grove Wealth Partners, LLC 0.65% Reduce -6.0% 14,435 $3.3M
Opus Financial Solutions LLC 2.59% Reduce -5.5% 14,233 $3.2M
Smartleaf Asset Management LLC 0.10% No change 13,888 $3.2M
Merit Financial Group, LLC 0.02% Reduce -6.0% 13,996 $3.2M
Trust Co. of Oklahoma 0.78% Reduce -0.5% 13,497 $3.0M
Grey Ledge Advisors, LLC 0.60% Add +44.2% 19,142 $3.0M
Bonfire Financial 1.92% Add +3.6% 13,277 $3.0M
Anchor Investment Management, LLC 0.22% Reduce -2.8% 13,226 $3.0M
Empowered Funds, LLC 0.02% New 13,018 $2.9M
Atria Investments, Inc 0.03% Reduce -8.4% 12,944 $2.9M
Susquehanna International Group, LLP 0.00% Reduce -19.8% 12,833 $2.9M
Stelac Advisory Services LLC 0.54% No change 12,770 $2.9M
Richmond Brothers, Inc. 1.49% Reduce -57.2% 12,679 $2.9M
Calton & Associates, Inc. 0.42% Reduce -39.0% 12,614 $2.8M
Arkadios Wealth Advisors 0.04% Reduce -2.6% 12,557 $2.8M
N.E.W. Advisory Services LLC 0.19% Reduce -1.5% 12,352 $2.8M
Captrust Financial Advisors 0.00% Add +80.0% 12,205 $2.8M
Madison Wealth Partners, Inc 0.35% Add +7.5% 12,172 $2.7M
SBI Securities Co., Ltd. 0.06% Reduce -0.5% 12,042 $2.7M
Assetmark, Inc. 0.00% Add +5.3% 11,866 $2.7M
D.A. Davidson & Co. 0.01% Add +1.2% 11,819 $2.7M
Absolute Capital Management, LLC 0.66% Reduce -0.7% 11,644 $2.6M
Pursue Wealth Partners LLC 1.45% Add +673.2% 11,498 $2.6M
Atlas Capital Advisors Inc. 0.28% Add +13.8% 11,470 $2.6M
Stonebridge Financial Planning Group, LLC 0.82% Reduce -6.3% 11,454 $2.6M
Trinity Legacy Partners, LLC 0.52% Reduce -0.3% 11,094 $2.6M
Curran Financial Partners, LLC 0.38% Add +15.1% 11,232 $2.5M
Westside Investment Management, Inc. 0.33% Reduce -0.5% 11,096 $2.5M
WBH Advisory Inc. 0.17% Add +13.2% 10,923 $2.5M
Cypress Wealth Services, LLC 0.30% Reduce -1.1% 10,835 $2.4M
Arax Advisory Partners 0.02% Add +2961.7% 10,563 $2.4M
Ieq Capital, LLC 0.01% No change 10,355 $2.3M
Keebeck Wealth Management 0.23% Reduce -0.5% 10,279 $2.3M
AQR Capital Management 0.00% Add +1.3% 9,846 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% No change 9,784 $2.2M
RCW Management, LLC 1.97% Reduce -1.8% 9,768 $2.2M
Brookstone Capital Management 0.02% Add +3.1% 9,719 $2.2M
PFG Advisors 0.11% Add +0.1% 9,707 $2.2M
Apollon Financial, LLC 0.26% Reduce -3.5% 9,659 $2.2M
Focus Partners Wealth 0.00% Reduce -0.7% 9,643 $2.2M
Nvest Financial, LLC 0.67% Reduce -12.2% 9,410 $2.1M
CoreCap Advisors, LLC 0.06% Add +6.1% 9,261 $2.1M
Simplicity Wealth,LLC 0.07% New 9,198 $2.1M
Accel Wealth Management 0.47% Reduce -2.1% 9,195 $2.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -3.5% 9,155 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Reduce -42.2% 9,049 $2.0M
Tocqueville Asset Management L.P. 0.03% No change 8,762 $2.0M
Independent Financial Group, LLC 0.04% Add +4.2% 8,702 $2.0M
Advisory Services Network, LLC 0.02% Add +0.3% 8,666 $2.0M
Fifth Third Bancorp 0.00% Add +2.0% 8,628 $1.9M
Novare Capital Management LLC 0.14% Reduce -8.3% 8,570 $1.9M
Fischer Financial Services, Inc. 0.47% Reduce -9.1% 8,365 $1.9M
Citadel Advisors 0.00% New 8,361 $1.9M
Houlihan Financial Resource Group, Ltd. 0.67% Reduce -0.6% 8,283 $1.9M
Tower Research Capital LLC (TRC) 0.05% Reduce -19.7% 8,216 $1.9M
Marion Wealth Management 0.38% Add +2.4% 8,213 $1.9M
Mgo One Seven LLC 0.03% Add +5.1% 8,204 $1.8M
Wealthfront Advisers LLC 0.00% Reduce -0.6% 7,996 $1.8M
Cordoba Advisory Partners LLC 0.38% No change 7,888 $1.8M
Calder Financial LLC 1.63% Reduce -11.4% 7,668 $1.7M
Clearstead Advisors, LLC 0.02% Reduce -1.4% 7,591 $1.7M
Snowden Capital Advisors LLC 0.04% Reduce -1.4% 7,332 $1.7M
Wolff Financial Management LLC 0.33% Add +0.3% 7,317 $1.6M
Prime Capital Investment Advisors, LLC 0.02% Reduce -4.4% 7,302 $1.6M
Sanctuary Advisors, LLC 0.01% Add +8.1% 7,166 $1.6M
Gibraltar Capital Management, Inc. 0.25% Reduce -2.2% 7,155 $1.6M
Syon Capital LLC 0.07% Add +2.2% 7,135 $1.6M
MAI Capital Management 0.01% Add +45.7% 7,122 $1.6M
S&A Financial Services, Inc. 0.98% Add +2.5% 7,097 $1.6M
Advisors Capital Management, LLC 0.02% Reduce -5.4% 6,969 $1.6M
Bank of Montreal 0.00% Reduce -2.7% 6,848 $1.5M
Main Street Financial Solutions, LLC 0.10% Reduce -13.0% 6,764 $1.5M
United Capital Financial Advisors, LLC 0.01% Reduce -1.3% 6,718 $1.5M
Moneta Group Investment Advisors LLC 0.01% Reduce -2.9% 6,723 $1.5M
One Capital Management, LLC 0.04% No change 6,624 $1.5M
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -3.3% 6,553 $1.5M
Hershey Financial Advisers, LLC 1.03% Reduce -8.0% 6,354 $1.4M
&partners 0.01% Add +2.8% 6,316 $1.4M
Gotham Asset Management 0.00% Add +27.9% 6,262 $1.4M
Farther Finance Advisors, LLC 0.01% Add +10.0% 6,259 $1.4M
Safeguard Investment Advisory Group, LLC 0.33% Add +0.4% 6,253 $1.4M
Mutual Advisors, LLC 0.03% Add +3.5% 6,251 $1.4M
Sweeney & Michel, LLC 0.37% Add +0.3% 6,051 $1.4M
One Charles Private Wealth Services, LLC 0.31% Reduce -7.5% 6,015 $1.4M
Mission Wealth Management, LP 0.02% Add +21.9% 6,013 $1.4M
DHJJ Financial Advisors, Ltd. 0.39% Reduce -0.3% 5,934 $1.3M
Principal Securities, Inc. 0.02% Reduce -11.0% 5,786 $1.3M
Kestra Private Wealth Services, LLC 0.01% Reduce -1.4% 5,735 $1.3M
Agf Management Ltd. 0.01% Reduce -0.6% 5,726 $1.3M
Savant Capital, LLC 0.00% Add +100.6% 5,734 $1.3M
Centaurus Financial, Inc. 0.05% Add +0.9% 5,719 $1.3M
Northstar Group, Inc. 0.17% Reduce -1.7% 5,643 $1.3M
Independent Family Office, LLC 0.51% No change 5,640 $1.3M
Adams Wealth Management 0.24% Add +5.5% 5,548 $1.3M
CacheTech Inc. 0.20% Add +5.5% 5,548 $1.3M
Arrien Investments, Inc. 0.63% Reduce -12.3% 5,513 $1.2M
Vickerman Investment Advisors, Inc. 0.24% Reduce -0.2% 5,490 $1.2M
Park National Corp. 0.03% Reduce -3.6% 5,478 $1.2M
McKinley Carter Wealth Services, Inc. 0.06% No change 5,421 $1.2M
Matauro, LLC 0.16% Add +11.0% 5,322 $1.2M
Parallel Advisors, LLC 0.02% Reduce -1.1% 5,290 $1.2M
Concurrent Investment Advisors, LLC 0.01% Add +2.5% 5,238 $1.2M
AdvisorNet Financial, Inc 0.05% Add +283.4% 5,207 $1.2M
AE Wealth Management LLC 0.01% Add +11.1% 5,159 $1.2M
Kovack Advisors, Inc. 0.06% Add +19.9% 5,126 $1.2M
CWA Asset Management Group, LLC 0.04% No change 5,123 $1.2M
Northern Trust Corp. 0.00% Add +20.0% 5,077 $1.1M
First Financial Corp. 0.38% Add +5.1% 4,929 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -5.2% 4,860 $1.1M
MontVue Capital Management, Inc. 0.63% No change 4,848 $1.1M
CVA Family Office, LLC 0.10% Reduce -14.0% 4,782 $1.1M
Penobscot Wealth Management 0.28% Add +11.5% 4,692 $1.1M
Wood Tarver Financial Group, LLC 0.25% Reduce -3.8% 4,678 $1.1M
Allworth Financial LP 0.00% Reduce -10.6% 4,667 $1.1M
Woodward Diversified Capital, LLC 0.46% Reduce -11.3% 4,627 $1.0M
TBH Global Asset Management, LLC 0.19% Reduce -23.4% 4,521 $1.0M
ROI Financial Advisors, LLC 0.52% Reduce -3.5% 4,479 $1.0M
Christensen, King & Associates Investment Services, Inc. 0.40% Reduce -1.7% 4,479 $1.0M
NLB Skladi, upravljanje premozenja, d.o.o. 0.04% Add +3.6% 4,399 $992K
Family Investment Center, Inc. 0.16% Add +43.2% 4,372 $986K
Choreo, LLC 0.01% Add +5.0% 4,351 $981K
Cresset Asset Management, LLC 0.00% Add +2.4% 4,318 $974K
Belpointe Asset Management LLC 0.03% Reduce -1.0% 4,234 $955K
Bluesphere Advisors LLC 0.29% Add +13.9% 4,217 $951K
Praetorian Wealth Management, Inc. 0.16% Add +0.4% 4,206 $948K
Global Retirement Partners, LLC 0.01% — 4,128 $931K
Canvas Wealth Advisors, LLC 0.13% New 4,095 $923K
EP Wealth Advisors, LLC 0.00% Reduce -1.9% 4,079 $920K
Lighthouse Wealth Management Inc. 0.57% Add +1.7% 4,048 $913K
BlackRock, Inc. 0.00% Add +1.2% 4,045 $912K
Birchcreek Wealth Management, LLC 0.35% Reduce -14.3% 3,986 $899K
American Alpha Advisors, LLC 0.53% Reduce -4.2% 3,985 $899K
McIntyre Freedman & Flynn Investment Advisers Inc. 0.54% Reduce -18.6% 3,959 $893K
US Bancorp \de 0.00% Reduce -84.4% 3,906 $881K
Meridian Investment Counsel Inc. 0.19% Reduce -5.6% 3,905 $881K
Blair William & Co. 0.00% Reduce -71.1% 3,905 $881K
Elm Partners Management LLC 0.03% Add +12.8% 3,900 $879K
Prospera Financial Services Inc 0.01% Reduce -8.2% 3,841 $867K
Conservest Capital Advisors, Inc. 0.07% Reduce -6.4% 3,814 $860K
Pallas Capital Advisors LLC 0.03% Add +1.1% 3,805 $858K
Wellspring Financial Advisors, LLC 0.06% Reduce -0.0% 788,817 $845K
Sankala Group LLC 0.56% Reduce -0.3% 3,621 $844K
Valmark Advisers, Inc. 0.01% Add +0.4% 3,733 $842K
First Bancorp, Inc 0.33% No change 3,730 $841K
RFG Advisory, LLC 0.01% Reduce -7.5% 3,703 $835K
Bokf, NA 0.01% Reduce -1.4% 3,580 $807K
HB Wealth Management, LLC 0.00% Reduce -1.9% 3,550 $800K
Leelyn Smith, LLC 0.10% No change 3,532 $796K
Qube Research & Technologies Ltd 0.00% Reduce -45.5% 3,514 $792K
Choate Investment Advisors 0.01% No change 3,500 $789K
Richard C. Young & CO., LTD. 0.06% Add +0.5% 3,498 $789K
Bigelow Investment Advisors, LLC 0.28% Add +13.4% 3,435 $775K
Williams Jones Wealth Management, LLC. 0.01% No change 3,429 $773K
Avantax Planning Partners, Inc. 0.02% Reduce -7.4% 3,419 $771K
Ranch Capital Advisors Inc. 0.24% No change 3,322 $749K
Guardian Capital, LLC 0.61% Reduce -22.9% 3,291 $742K
Tradition Wealth Management, LLC 0.05% Add +84.7% 3,290 $742K
Stephens Inc. 0.01% Add +0.3% 3,257 $734K
Consolidated Capital Management, LLC 0.20% Reduce -2.0% 3,244 $731K
Summit Financial, LLC 0.01% Add +0.1% 3,239 $730K
Charles Schwab Investment Management Inc. 0.00% Reduce -4.1% 3,224 $727K
Axxcess Wealth Management, LLC 0.01% Add +0.6% 3,215 $725K
Seamount Financial Group Inc. 0.29% Reduce -0.6% 3,213 $724K
ALM First Financial Advisors, LLC 0.12% No change 3,898 $716K
M Wealth Management, LLC 0.55% Add +0.4% 3,081 $695K
Wealthcare Advisory Partners LLC 0.01% Reduce -50.1% 3,077 $694K
V2 Financial group LLC 0.26% Add +1.7% 3,060 $690K
OneDigital Investment Advisors LLC 0.01% Add +5.8% 3,058 $689K
Commerce Bank 0.00% Reduce -0.5% 3,045 $687K
Caitlin John, LLC 0.37% Add +27.6% 3,011 $679K
Principle Wealth Partners LLC 0.03% Reduce -2.9% 3,000 $676K
Beacon Financial Advisory LLC 0.13% Add +0.0% 2,983 $673K
Wilson & Boucher Capital Management, LLC 0.39% No change 2,923 $659K
Cora Capital Advisors LLC 0.18% No change 2,912 $657K
Caxton Associates LLP 0.01% New 2,907 $655K
Idaho Trust Co 0.19% Reduce -1.9% 2,890 $652K
Brookwood Investment Group LLC 0.07% Reduce -3.3% 2,845 $641K
Dorsey & Whitney Trust CO LLC 0.03% No change 2,800 $631K
Prairie Advisory, LLC 0.15% — 2,796 $630K
Creative Financial Designs Inc. 0.03% Reduce -8.3% 2,792 $630K
Aptus Capital Advisors, LLC 0.00% Add +0.4% 2,769 $624K
Leavell Investment Management, Inc. 0.02% Reduce -0.0% 2,760 $622K
First American Trust, FSB 0.04% New 2,756 $621K
Oppenheimer & Co. Inc. 0.01% Add +6.9% 2,750 $620K
Diversified Enterprises, LLC 0.03% Reduce -4.0% 2,725 $614K
Blue Capital, Inc. 0.39% No change 2,720 $613K
NCM Capital Management, LLC 0.19% No change 2,705 $610K
Guardian Asset Advisors, LLC 0.28% Add +1.2% 2,665 $600K
Bragg Financial Advisors, Inc 0.02% Reduce -12.0% 2,642 $596K
Capital Investment Advisors, LLC 0.01% No change 2,634 $594K
Cornerstone Select Advisors, LLC 0.25% Add +0.5% 2,617 $590K
Ingalls & Snyder LLC 0.02% Add +4.0% 2,593 $585K
Salomon & Ludwin, LLC 0.05% Reduce -0.1% 2,563 $579K
Raab & Moskowitz Asset Management LLC 0.12% Reduce -3.0% 2,564 $578K
NWF Advisory Services Inc. 0.05% Add +2.6% 2,528 $570K
Freestone Capital Holdings, LLC 0.01% New 2,512 $566K
StoneX Group Inc. 0.02% Reduce -66.5% 2,503 $565K
Woodmont Investment Counsel LLC 0.03% Reduce -2.0% 2,477 $559K
Strategic Advocates LLC 2.15% Add +27.0% 2,462 $555K
Strategies Wealth Advisors, LLC 0.05% Add +0.3% 2,452 $553K
Spinnaker Investment Group, LLC 0.09% Add +0.1% 2,429 $548K
Bay Capital Advisors, LLC 0.29% Reduce -6.2% 2,425 $547K
Fulcrum Capital LLC 0.11% No change 2,420 $546K
NorthRock Partners, LLC 0.01% Add +1.2% 2,363 $533K
Cary Street Partners Financial LLC 0.01% Add +15.2% 2,356 $531K
NORTHSTAR ASSET MANAGEMENT Co 0.10% Add +2.0% 2,325 $529K
Diversify Advisory Services, LLC 0.01% New 2,266 $523K
Diversify Wealth Management, LLC 0.01% Add +24.6% 2,266 $523K
Cassaday & Co Wealth Management LLC 0.01% No change 2,306 $520K
RBA Wealth Management, LLC 0.19% Reduce -6.6% 2,303 $519K
CreativeOne Wealth, LLC 0.01% Reduce -12.9% 2,261 $510K
Simmons Bank 0.03% Reduce -0.2% 2,246 $506K
Founders Financial Securities LLC 0.03% Reduce -47.2% 2,246 $506K
NorthCrest Asset Manangement, LLC 0.01% Add +28.3% 2,237 $505K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% Add +7.7% 2,221 $501K
Nova Wealth Management, Inc. 0.27% Reduce -11.9% 2,194 $495K
Panoramic Investment Advisors, LLC 0.23% Add +0.4% 2,159 $487K
Bayshore Capital Advisors, LLC 0.23% New 2,140 $483K
Koshinski Asset Management, Inc. 0.03% Reduce -1.4% 2,109 $476K
Western Wealth Management, LLC 0.02% Reduce -6.5% 2,107 $475K
Betterment LLC 0.00% Add +21.9% 2,108 $475K
Money Concepts Capital Corp. 0.02% Reduce -31.6% 2,099 $473K
Garden State Investment Advisory Services LLC 0.09% Add +0.6% 2,098 $473K
Pinnacle Financial Group, LLC / IL 0.11% Add +3.1% 2,088 $470K
Optas, LLC 0.07% No change 2,078 $469K
O'ROURKE & COMPANY, Inc 0.16% Add +0.4% 2,071 $467K
Van Strum & Towne Inc. 0.13% Reduce -5.0% 2,060 $465K
Nicolet Bankshares Inc. 0.01% No change 2,034 $464K
LexAurum Advisors, LLC 0.05% Reduce -19.7% 2,049 $462K
Milestone Asset Management Group, LLC 0.23% Reduce -8.7% 2,043 $461K
Composition Wealth, LLC 0.01% New 2,039 $460K
Sterling Capital Management LLC 0.01% No change 2,025 $457K
X-Square Capital, LLC 0.11% Add +32.9% 2,006 $452K
Pines Wealth Management, LLC 0.13% Add +7.6% 2,002 $451K
Coppell Advisory Solutions LLC 0.04% New 2,799 $451K
Stronghold Wealth Management L.L.C. 0.60% Reduce -4.1% 1,984 $447K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -80.3% 1,984 $447K
Vertex Planning Partners, LLC 0.07% No change 1,950 $440K
Carolina Wealth Management Inc 0.20% — 1,946 $439K
B. Riley Wealth Advisors, Inc. 0.02% Add +10.6% 1,909 $437K
First Manhattan Co. Llc. 0.00% Reduce -0.5% 1,927 $435K
Financial Engines Advisors L.L.C. 0.00% Add +1.5% 1,925 $434K
Jacobi Capital Management LLC 0.02% Add +0.3% 1,923 $434K
KG Capital Management 0.26% Add +0.4% 1,916 $432K
Hennion & Walsh Asset Management, Inc. 0.01% Add +21.2% 1,915 $432K
Neuberger Berman Group LLC 0.00% Reduce -2.8% 1,906 $430K
Integrated Wealth Concepts LLC 0.00% Add +5.8% 1,905 $430K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 1,890 $426K
Maxele Advisors, LLC 0.30% — 1,883 $425K
Presilium Private Wealth, LLC 0.07% New 1,881 $424K
Timbuktu Capital Management, LLC 0.64% — 1,880 $424K
Ritholtz Wealth Management 0.01% No change 1,877 $423K
Fisher Asset Management 0.00% Add +10.5% 1,857 $419K
Laurel Oak Wealth Management, LLC 0.06% Reduce -11.8% 1,808 $408K
American Money Management, LLC 0.06% Add +0.1% 1,805 $407K
Harbor Asset Planning, Inc. 0.31% Reduce -4.1% 1,803 $407K
Biltmore Family Office, LLC 0.05% No change 1,801 $406K
CX Institutional 0.01% Reduce -4.3% 1,800 $406K
Northwest Financial Advisors 0.05% Add +1.7% 1,784 $402K
D. E. Shaw & Co. 0.00% New 1,773 $400K
IFP Advisors, Inc 0.01% Add +2.9% 1,750 $395K
Cornerstone Wealth Management, LLC 0.02% Reduce -4.2% 1,743 $393K
Thrivent Financial for Lutherans 0.00% Reduce -18.4% 1,713 $386K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -24.5% 1,695 $382K
OpenArc Corporate Advisory, LLC 0.00% Add +4.0% 1,686 $380K
Modern Wealth Management, LLC 0.00% Add +77.7% 1,681 $379K
Glass Jacobson Investment Advisors llc 0.12% Add +1.5% 1,671 $377K
Ignite Planners, LLC 0.05% Reduce -0.5% 1,668 $376K
Dynamic Advisor Solutions LLC 0.01% New 1,663 $375K
Emerald Advisors, LLC 0.05% No change 1,659 $374K
Brandywine Oak Private Wealth LLC 0.03% Reduce -19.1% 1,644 $371K
Armbruster Capital Management, Inc. 0.05% No change 1,630 $368K
Csenge Advisory Group 0.01% Add +4.2% 1,627 $367K
Mainsail Asset Management, LLC 0.14% No change 1,591 $366K
Kingsview Wealth Management, LLC 0.00% Add +1.3% 1,624 $366K
Peterson Wealth Advisors, LLC 0.04% Reduce -0.1% 1,606 $362K
Transcend Capital Advisors, LLC 0.02% Add +0.3% 1,600 $361K
Philadelphia Trust Co. 0.02% No change 1,565 $353K
Taylor & Morgan Wealth Management, LLC 0.17% New 1,562 $352K
Romano Brothers and Company 0.04% Reduce -1.0% 1,559 $352K
Cape Investment Advisory, Inc. 0.09% Reduce -26.1% 1,559 $352K
AMG National Trust Bank 0.01% Reduce -40.4% 1,558 $351K
Daymark Wealth Partners, LLC 0.01% Reduce -18.2% 1,555 $351K
Solidarity Wealth, LLC 0.06% No change 1,544 $348K
Sound Income Strategies, LLC 0.02% No change 1,535 $346K
Riverbend Wealth Management, LLC 0.17% New 1,516 $342K
Bravias Capital Group, LLC 0.20% Reduce -0.3% 1,497 $338K
HBK Sorce Advisory LLC 0.01% Add +0.1% 1,448 $335K
IVC Wealth Advisors LLC 0.13% Add +0.1% 1,464 $330K
Geneos Wealth Management Inc. 0.01% Add +0.6% 1,462 $330K
Tower View Wealth Management LLC 0.14% Reduce -3.3% 1,452 $327K
Klingman & Associates, LLC 0.01% Reduce -0.5% 1,450 $327K
Florida Financial Advisors, LLC 0.06% Add +47.9% 1,443 $326K
International Assets Investment Management, LLC 0.02% No change 1,439 $325K
Christine Messmer PC 0.18% Reduce -7.5% 1,442 $325K
ProVise Management Group, LLC 0.02% New 1,434 $323K
Signature Wealth Management Partners, LLC 0.15% Reduce -10.0% 1,432 $323K
Boston Family Office LLC 0.02% No change 1,427 $322K
Avalon Trust Co 0.02% No change 1,425 $321K
Kennedy Investment Group, Inc. 0.11% Add +0.1% 1,422 $321K
Avidian Wealth Enterprises, LLC 0.01% Reduce -0.4% 1,418 $320K
Fortis Capital Advisors, LLC 0.04% Reduce -3.3% 1,411 $318K
National Bank of Canada 0.00% Add +1.0% 1,392 $316K
Pacific Excel Wealth Advisors, Inc. 0.12% New 1,375 $310K
Heritage Family Offices, LLP 0.12% No change 1,375 $310K
TD Waterhouse Canada Inc. 0.00% Add +4.3% 1,366 $309K
Jacobs Equity LLC 0.21% Reduce -10.9% 1,369 $309K
Kintra Wealth, LLC 0.02% Add +17.5% 1,320 $308K
Flow Traders U.S. LLC 0.01% Add +38.1% 1,356 $306K
Clark Asset Management, LLC 0.02% No change 1,347 $304K
EverSource Wealth Advisors, LLC 0.01% Add +3.5% 1,343 $303K
Pinnacle Associates Ltd. 0.00% Reduce -12.7% 1,339 $302K
Traphagen Investment Advisors LLC 0.02% Add +0.1% 1,332 $300K
Ceera Investments, LLC 0.13% Reduce -0.9% 1,330 $300K
Marshall Wace, LLP 0.00% New 1,330 $300K
Lake Street Private Wealth, LLC 0.03% Add +11.2% 1,326 $299K
DAVENPORT & Co LLC 0.00% Reduce -13.4% 1,324 $299K
Baird Financial Group, Inc. 0.00% Reduce -8.5% 1,298 $293K
QRG Capital Management, Inc. 0.00% Add +20.8% 1,294 $292K
Fortitude Advisory Group L.L.C. 0.11% No change 1,290 $291K
Regal Investment Advisors LLC 0.02% Reduce -0.9% 1,289 $291K
Avondale Wealth Management 0.12% Reduce -7.3% 1,280 $289K
Quartz Partners, LLC 0.09% Reduce -4.7% 1,278 $288K
Evolution Wealth Advisors, LLC 0.03% No change 1,268 $286K
Bryn Mawr Trust Advisors, LLC 0.01% Reduce -15.3% 1,267 $286K
Valeo Financial Advisors, LLC 0.01% No change 1,257 $284K
Jane Street Group, LLC 0.00% New 1,252 $282K
VestGen Advisors, LLC 0.01% Reduce -0.2% 1,244 $281K
Level Four Advisory Services, LLC 0.01% Add +38.4% 1,243 $280K
Peapack Gladstone Financial Corp. 0.00% New 1,237 $279K
Portland Financial Advisors Inc 0.51% No change 1,235 $278K
Focus Financial Network, Inc. 0.01% Reduce -51.4% 1,232 $278K
Range Advisory, LLC 0.03% Add +16.6% 1,228 $277K
Wealth Advisors Northwest LLC 0.09% No change 1,226 $277K
Childress Capital Advisors, LLC 0.04% No change 1,215 $274K
World Investment Advisors 0.00% Reduce -47.2% 1,218 $274K
Golden State Wealth Management, LLC 0.02% Add +1059.6% 1,206 $272K
Rock Point Advisors, LLC 0.07% No change 1,205 $272K
Sheets Smith Wealth Management 0.03% No change 1,200 $271K
Quadcap Wealth Management, LLC 0.03% No change 1,198 $270K
IMA Advisory Services, Inc. 0.02% New 1,182 $267K
Graney & King, LLC 0.10% Add +46.0% 1,181 $266K
Federation des caisses Desjardins du Quebec 0.00% Add +81.2% 1,176 $265K
Essential Planning, LLC. 0.07% No change 1,174 $265K
Wall Street Financial Group, Inc. 0.14% Reduce -3.8% 1,171 $264K
Anchyra Partners LLC 0.06% No change 1,170 $264K
Private Trust Co. NA 0.02% Add +1.9% 1,165 $263K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% New 1,164 $263K
Avior Wealth Management, LLC 0.01% Add +0.3% 1,157 $261K
Cannell & Spears LLC 0.00% No change 1,152 $260K
Spire Wealth Management 0.01% Reduce -21.7% 1,142 $258K
JM2 Capital Inc. 0.18% Reduce -0.2% 1,142 $258K
Pine Valley Investments Ltd Liability Co 0.01% Add +2.0% 1,137 $256K
Fearless Solutions, LLC dba Best Invest 0.13% No change 1,120 $253K
Waters Parkerson & Co., LLC 0.01% No change 1,101 $248K
Strategic Financial Concepts, LLC 0.07% Add +5.4% 1,096 $247K
Signature Estate & Investment Advisors LLC 0.00% Reduce -44.7% 1,087 $245K
Sequoia Financial Advisors, LLC 0.00% Add +0.4% 1,086 $245K
Beacon Capital Management, LLC 0.04% Reduce -5.1% 1,079 $243K
GWN Securities Inc. 0.04% Add +0.7% 1,071 $241K
Gladstone Institutional Advisory LLC 0.01% New 1,070 $241K
Tiller Private Wealth, Inc. 0.07% Reduce -1.9% 1,060 $239K
Visionary Wealth Advisors 0.01% Reduce -0.7% 1,060 $239K
Midwest Trust Co 0.00% New 1,059 $239K
North Star Investment Management Corp. 0.01% Add +45.5% 1,055 $238K
Two Sigma Securities, LLC 0.02% Reduce -43.8% 1,053 $237K
Davis R M Inc. 0.00% Add +0.1% 1,051 $237K
CIBC Bancorp USA Inc. 0.00% New 1,035 $233K
Pinnacle Wealth Management Advisory Group, LLC 0.01% No change 1,033 $233K
Compass Advisory Group LLC 0.06% Add +0.6% 1,032 $233K
Ausdal Financial Partners, Inc. 0.01% Reduce -0.1% 1,023 $231K
Gallacher Capital Management LLC 0.13% Add +0.3% 1,013 $228K
Councilor Wealth, LLC 0.09% No change 1,008 $227K
tru Independence LLC 0.10% Add +0.5% 1,003 $226K
HBW Advisory Services LLC 0.02% Add +26.5% 4,670 $226K
Carl P. Sherr & Co., LLC 0.09% New 1,001 $226K
WealthSpring Partners, LLC 0.19% No change 1,000 $225K
Apriem Advisors 0.02% No change 1,000 $225K
McClarren Financial Advisors, Inc. 0.11% Add +0.5% 980 $221K
Rhodes Investment Advisors Inc. 0.16% New 974 $220K
Wedbush Securities Inc. 0.01% Add +0.1% 969 $218K
Heritage Wealth Management, Inc. 0.05% No change 955 $215K
Arrowroot Family Office, LLC 0.06% No change 945 $213K
Kathmere Capital Management, LLC 0.01% Reduce -9.7% 944 $213K
Octavia Wealth Advisors, LLC 0.02% No change 934 $211K
Wealthquest Corp 0.01% New 933 $210K
VestGen Investment Management 0.11% No change 932 $210K
HUB Investment Partners, LLC 0.00% New 928 $209K
Lanark Financial, Inc. 0.01% Reduce -8.9% 926 $209K
Elite Financial, Inc. 0.08% Reduce -13.8% 924 $208K
Sound View Wealth Advisors Group, LLC 0.01% Reduce -0.2% 919 $207K
Autumn Glory Partners, LLC 0.06% No change 918 $207K
Gateway Wealth Partners, LLC 0.01% Reduce -50.1% 918 $207K
Legacy Financial Strategies, LLC 0.03% Add +0.6% 917 $207K
Cardiff Park Advisors, LLC 0.02% Add +0.2% 912 $206K
Beverly Hills Private Wealth, LLC 0.04% No change 905 $204K
Krilogy Financial LLC 0.01% New 904 $204K
Stonebridge Financial Group, LLC 0.03% — 904 $203K
Daybright Advisory Services, Inc. 0.05% New 880 $203K
First PREMIER Bank 0.03% No change 870 $196K
EFG International AG 0.00% New 842 $190K
Fiduciary Financial Advisors 0.02% New 816 $184K
Mather Group, Llc. 0.00% No change 796 $179K
Russell Investments Group, Ltd. 0.00% Add +31.9% 793 $179K
Rossmore Private Capital 0.01% Reduce -15.7% 780 $176K
City State Bank 0.04% No change 753 $170K
Ashton Thomas Private Wealth, LLC 0.00% Add +3.5% 739 $167K
Coston, McIsaac & Partners 0.03% Add +0.3% 727 $163K
TD Private Client Wealth LLC 0.00% No change 717 $162K
Maseco LLP 0.00% New 712 $161K
United Community Bank 0.05% No change 710 $160K
Fourth Dimension Wealth, LLC 0.04% No change 630 $142K
Winthrop Capital Management, LLC 0.03% No change 625 $141K
Advocate Investing Services LLC 0.10% No change 600 $135K
Progressive Investment Management Corp 0.03% No change 600 $135K
Thompson Investment Management, Inc. 0.01% No change 560 $126K
Blue Trust, Inc. 0.00% No change 522 $118K
Lummis Asset Management, LP 0.07% No change 490 $113K
Capital Analysts, LLC 0.00% No change 501 $113K
Brown Brothers Harriman & Co. 0.00% No change 497 $112K
Hills Bank & Trust Co 0.00% New 494 $111K
Avion Wealth 0.02% Reduce -10.1% 472 $106K
Highline Wealth Partners LLC 0.02% Add +915.2% 467 $105K
TD Capital Management LLC 0.01% Add +0.4% 460 $104K
HM Payson & Co. 0.00% No change 425 $96K
Allspring Global Investments Holdings, LLC 0.00% Add +3636.4% 411 $94K
Beacon Investment Advisory Services, Inc. 0.00% Add +22.1% 392 $88K
Vima LLC 0.09% — 389 $88K
Leo H. Evart, Inc. 0.07% Add +0.3% 389 $88K
Montag A & Associates Inc. 0.00% Reduce -4.5% 383 $86K
Asset Dedication, LLC 0.01% Reduce -44.9% 380 $86K
Truvestments Capital LLC 0.01% No change 380 $86K
Hantz Financial Services, Inc. 0.00% Reduce -0.5% 366 $83K
Salem Investment Counselors Inc. 0.00% Add +10.7% 362 $82K
Larson Financial Group LLC 0.00% Reduce -21.7% 358 $81K
Vermillion Wealth Management, Inc. 0.02% Reduce -0.8% 358 $81K
Bayban 0.06% No change 357 $81K
IFG Advisory, LLC 0.00% New 347 $78K
Ramirez Asset Management, Inc. 0.01% No change 345 $78K
St Germain D J Co. Inc. 0.00% Reduce -9.4% 337 $76K
Albion Financial Group 0.00% No change 332 $75K
Minot DeBlois Advisors LLC 0.06% No change 327 $74K
Duncker Streett & Co. Inc. 0.01% No change 325 $73K
Sunrise Financial Services, LLC 0.04% No change 323 $73K
Community Financial Services Group, LLC 0.01% No change 302 $68K
Horizon Bancorp Inc. 0.03% No change 300 $68K
Liberty One Investment Management, LLC 0.01% Reduce -93.9% 286 $64K
Westfuller Advisors, LLC 0.02% Reduce -23.4% 272 $61K
CBIZ Investment Advisory Services, LLC 0.00% No change 256 $58K
Synergy Investment Management, LLC 0.01% No change 255 $58K
Tsfg, LLC 0.01% No change 250 $56K
Ashton Thomas Securities, LLC 0.01% Add +112.2% 244 $55K
CNB Bank 0.02% No change 243 $55K
Archer Investment Corp 0.01% No change 236 $53K
Franklin Resources Inc. 0.00% No change 235 $53K
Armstrong Advisory Group, Inc. 0.00% No change 232 $52K
Glen Eagle Advisors, LLC 0.01% Add +0.4% 229 $52K
Triumph Capital Management 0.01% No change 227 $51K
Medallion Wealth Advisors, LLC 0.02% Reduce -35.7% 220 $50K
Compass Financial Management LLC 0.01% — 215 $49K
Capital Investment Advisory Services, LLC 0.00% Reduce -20.4% 211 $47K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 208 $47K
CENTRAL TRUST Co 0.00% No change 202 $46K
Davis Capital Management 0.03% Reduce -10.9% 196 $44K
EPG Wealth Management LLC 0.01% No change 195 $44K
Trust Co. of Vermont 0.00% — 190 $43K
VSM Wealth Advisory, LLC 0.01% Add +0.5% 189 $43K
Concord Wealth Partners 0.00% New 188 $42K
Commonwealth Retirement Investments LLC 0.01% New 170 $38K
Clark Wealth Partners 0.02% No change 169 $38K
Rosenberg Matthew Hamilton 0.01% No change 165 $37K
Vanguard National Trust Co 0.00% No change 163 $37K
Advanced Asset Management Advisors Inc 0.01% New 161 $36K
Founders Financial Alliance, LLC 0.00% Add +0.6% 160 $36K
FAS Wealth Partners, Inc. 0.00% Reduce -6.6% 155 $35K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 150 $34K
Crewe Advisors LLC 0.00% No change 150 $34K
UMB Bank, n.a. 0.00% No change 148 $33K
Godfrey Financial Associates, Inc. 0.03% Add +0.7% 146 $33K
Glenmede Trust Co. NA 0.00% No change 141 $32K
Atlantic Union Bankshares Corp 0.00% No change 140 $32K
Paladin Advisory Group, LLC 0.02% No change 136 $31K
LifeSteps Financial, Inc. 0.01% New 132 $30K
Ameliora Wealth Management Ltd. 0.01% New 121 $27K
Wilmington Savings Fund Society, FSB 0.00% Add +45.0% 116 $26K
Manning & Napier Advisors LLC 0.00% New 114 $26K
Breakwater Investment Management 0.01% No change 115 $26K
Obsidian Cio, LLC 0.02% Add +570.6% 114 $26K
JFS Wealth Advisors, LLC 0.00% New 110 $25K
Elevation Wealth Partners, LLC 0.01% No change 106 $24K
Institute for Wealth Management, LLC. 0.00% New 105 $24K
NFSG Corp 0.00% No change 105 $24K
Harborfront Financial Group LLC 0.09% — 104 $23K
Cherry Tree Wealth Management, LLC 0.00% No change 102 $23K
Raffa Wealth Management, LLC 0.00% No change 101 $23K
Byrne Asset Management LLC 0.01% No change 100 $23K
McDonald Partners LLC 0.01% New 100 $23K
Brown, Lisle/Cummings, Inc. 0.01% No change 100 $23K
Park Place Capital Corp 0.00% No change 100 $23K
Turtle Creek Wealth Advisors, LLC 0.00% No change 100 $23K
SHP Wealth Management 0.00% No change 94 $21K
Silver Grove Financial Group, Inc. 0.01% New 92 $21K
Front Row Advisors LLC 0.01% No change 90 $21K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 91 $21K
Glassman Wealth Services 0.00% New 86 $19K
Barrett & Company, Inc. 0.01% No change 86 $19K
Cedar Mountain Advisors, LLC 0.00% No change 84 $19K
Bessemer Group Inc. 0.00% No change 75 $17K
Oakworth Capital, Inc. 0.00% No change 70 $16K
Game Plan Financial Advisors, LLC 0.01% No change 69 $16K
Oxford Financial Group, LTD. LLC 0.00% No change 66 $15K
NBT Bank, N.A. 0.00% Reduce -72.6% 66 $15K
JDM Financial Group LLC 0.01% New 65 $15K
Ameriflex Group, Inc. 0.01% Add +1.6% 64 $14K
Generali Investments CEE, investicni spolecnost, a.s. 0.00% New 63 $14K
Integrity Financial Corp 0.01% Add +14.8% 62 $14K
Monetary Management Group Inc. 0.00% Reduce -14.3% 60 $14K
Boyd Watterson Asset Management LLC 0.00% No change 57 $13K
Nemes Rush Group LLC 0.00% Add +1.8% 57 $13K
Hanson & Doremus Investment Management 0.00% No change 50 $11K
Ankerstar Wealth, LLC 0.01% Reduce -84.0% 47 $11K
Providence Capital Advisors, LLC 0.00% New 45 $10K
Tucker Asset Management LLC 0.00% Reduce -37.7% 43 $10K
Buck Wealth Strategies, LLC 0.00% New 42 $9K
WealthCollab, LLC 0.00% New 37 $8K
Key Financial Inc 0.00% No change 37 $8K
Hilton Head Capital Partners, LLC 0.00% Reduce -50.0% 36 $8K
Cheviot Value Management, LLC 0.00% No change 35 $8K
Caldwell Trust Co 0.00% No change 35 $8K
Blueline Advisors LLC 0.01% New 34 $8K
Victory Capital Management Inc. 0.00% New 34 $8K
Plante Moran Financial Advisors, LLC 0.00% Reduce -28.9% 32 $7K
Transamerica Financial Advisors, LLC 0.00% New 30 $7K
Maryland Capital Advisors Inc. 0.00% — 28 $6K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 27 $6K
High Note Wealth, LLC 0.00% No change 26 $6K
McGuire Capital Advisors Inc. 0.00% No change 25 $6K
Founders Capital Management 0.00% No change 25 $6K
Horizon Financial Services, LLC 0.00% New 25 $6K
Valued Wealth Advisors LLC 0.00% No change 24 $5K
JNBA Financial Advisors 0.00% Reduce -47.8% 24 $5K
Farmers & Merchants Investments Inc. 0.00% Reduce -25.8% 23 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 24 $5K
Olistico Wealth, LLC 0.00% Reduce -98.0% 21 $5K
Robinswood Financial LLC 0.00% No change 19 $4K
Abound Wealth Management 0.00% New 17 $4K
Ancora Advisors LLC 0.00% No change 17 $4K
Allied Private Wealth LLC 0.00% — 15 $3K
Lazard Asset Management LLC 0.00% New 15 $3K
FWL Investment Management, LLC 0.00% New 14 $3K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 14 $3K
GW&K Investment Management, LLC 0.00% New 15 $3K
Physician Wealth Advisors, Inc. 0.00% Reduce -69.8% 13 $3K
Independence Bank of Kentucky 0.00% No change 13 $3K
Elevated Capital Advisors, LLC 0.00% No change 11 $2K
City Holding Co. 0.00% No change 10 $2K
Gill Capital Partners, LLC 0.00% No change 9 $2K
Financial Consulate, Inc. 0.00% New 8 $2K
Mechanics Financial Corp 0.00% New 6 $1K
Continuum Advisory, LLC 0.00% New 4 $902
Hara Capital LLC 0.00% Reduce -97.6% 3 $676
Covestor Ltd 0.00% Add +100.0% 2 $0

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