Vanguard Energy ETFVDEETF
13F holders, Q1 2024 (March 31)627holders
7famous investors
$131.75avg. 13F price*
At the end of Q1 2024, 627 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings. The largest holders were Bank of America Corp. ($321.5M), Morgan Stanley ($218.7M) and UBS Group AG ($218.0M). 7 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Vanguard Energy ETF
- CUSIP
- 92204A306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $43.5M |
| Exits | 59 | $30.4M |
Ownership 627 holders
| Bank of America Corp. | 0.03% | Reduce -14.3% | 2,440,952 | $321.5M |
| Morgan Stanley | 0.02% | Reduce -10.4% | 1,660,516 | $218.7M |
| UBS Group AG | 0.07% | Reduce -26.0% | 1,655,298 | $218.0M |
| Beacon Capital Management, Inc. | 7.35% | Add +222.4% | 1,324,346 | $175.6M |
| Wealthfront Advisers LLC | 0.46% | Reduce -2.9% | 991,060 | $130.5M |
| Wells Fargo & Company | 0.03% | Add +6.6% | 921,706 | $121.4M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -2.9% | 824,577 | $108.6M |
| Main Management ETF Advisors, LLC | 4.89% | Add +3.5% | 702,405 | $92.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +146.2% | 702,282 | $92.5M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +7.5% | 515,084 | $67.8M |
| LPL Financial LLC | 0.03% | Reduce -3.9% | 493,365 | $65.0M |
| Royal Bank of Canada | 0.01% | Reduce -0.6% | 401,433 | $52.9M |
| SCS Capital Management LLC | 1.09% | Reduce -4.0% | 389,061 | $51.2M |
| Stifel Financial Corp. | 0.05% | Reduce -7.4% | 338,041 | $44.5M |
| Cetera Investment Advisers | 0.09% | Add +930.9% | 283,453 | $37.3M |
| PGIM Custom Harvest LLC | 0.76% | Add +17.2% | 232,398 | $30.6M |
| Raymond James & Associates | 0.02% | Add +3.6% | 209,657 | $27.6M |
| Osaic Holdings, Inc. | 0.06% | Reduce -24.8% | 193,232 | $25.5M |
| Ameriprise Financial Inc. | 0.01% | Add +4.8% | 192,306 | $25.3M |
| HighTower Advisors, LLC | 0.04% | Add +0.3% | 190,343 | $25.1M |
| Empower Advisory Group, LLC | 0.09% | Add +2.1% | 188,555 | $24.8M |
| Corient Private Wealth LP | 0.04% | Reduce -5.7% | 169,425 | $22.3M |
| Main Management LLC | 1.88% | Reduce -41.4% | 166,855 | $22.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.0% | 164,825 | $21.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +12.1% | 145,442 | $19.2M |
| Evergreen Capital Management LLC | 0.67% | Reduce -1.3% | 135,479 | $17.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.7% | 133,376 | $17.6M |
| Prudential PLC | 0.14% | New | 133,000 | $17.5M |
| Zuckerman Investment Group, LLC | 1.81% | Add +3.4% | 119,216 | $15.7M |
| TrueWealth Financial Partners | 10.86% | Add +0.2% | 117,587 | $15.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +4.7% | 117,512 | $15.5M |
| CMH Wealth Management LLC | 3.68% | Reduce -3.1% | 109,977 | $14.5M |
| Atria Wealth Solutions, Inc. | 0.16% | Add +1.4% | 108,182 | $14.2M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -16.9% | 107,780 | $14.2M |
| Cerity Partners LLC | 0.04% | Add +5.3% | 102,456 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +11.1% | 102,157 | $13.5M |
| Bfsg, LLC | 1.76% | Add +2.3% | 101,280 | $13.3M |
| Greenwood Gearhart LLC | 1.28% | Add +23483.2% | 99,757 | $13.1M |
| Citadel Advisors | 0.01% | Add +9.7% | 97,797 | $12.9M |
| D.A. Davidson & Co. | 0.11% | Add +0.0% | 90,763 | $12.0M |
| Alaska Permanent Fund Corp | 0.17% | No change | 90,000 | $11.9M |
| Captrust Financial Advisors | 0.04% | Reduce -24.7% | 88,999 | $11.7M |
| Allen Wealth Management, LLC | 9.92% | Add +4.4% | 85,413 | $11.2M |
| Greenline Partners, LLC | 1.79% | Add +6.2% | 85,103 | $11.2M |
| M&T Bank Corp | 0.04% | Add +10.1% | 84,135 | $11.1M |
| Gunma Bank,Ltd. | 5.62% | Add +55.8% | 81,000 | $10.7M |
| D. E. Shaw & Co. | 0.01% | Add +794.3% | 76,899 | $10.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +54.2% | 72,263 | $9.5M |
| Creative Planning | 0.01% | Add +1.5% | 68,277 | $9.0M |
| KCM Investment Advisors LLC | 0.33% | Reduce -0.5% | 67,283 | $8.9M |
| Roundview Capital LLC | 0.72% | Add +6.6% | 66,621 | $8.8M |
| Avantax Advisory Services, Inc. | 0.07% | Add +12.9% | 63,034 | $8.3M |
| Fifth Third Bancorp | 0.03% | Reduce -0.7% | 60,943 | $8.0M |
| Ameritas Advisory Services, LLC | 0.33% | Reduce -50.1% | 60,599 | $8.0M |
| Truist Financial Corp. | 0.01% | Reduce -1.9% | 58,718 | $7.7M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +135.5% | 57,111 | $7.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.1% | 53,282 | $7.0M |
| Cambridge Associates LLC /Ma/ | 0.36% | No change | 51,188 | $6.7M |
| Elgethun Capital Management | 1.52% | Add +0.0% | 45,805 | $6.0M |
| McKinley Carter Wealth Services, Inc. | 0.40% | Add +9.2% | 45,146 | $5.9M |
| Montag A & Associates Inc. | 0.29% | Reduce -32.5% | 43,998 | $5.8M |
| MML Investors Services, LLC | 0.02% | Add +1.5% | 43,539 | $5.7M |
| GoalFusion Wealth Management, LLC | 3.65% | Reduce -0.1% | 43,502 | $5.7M |
| Syon Capital LLC | 0.51% | Reduce -3.2% | 41,249 | $5.4M |
| Quaker Wealth Management, LLC | 2.15% | Reduce -24.4% | 40,073 | $5.3M |
| Exchange Traded Concepts, LLC | 0.14% | Add +91.0% | 39,953 | $5.3M |
| Tranquilli Financial Advisor LLC | 3.37% | Add +145.7% | 38,393 | $5.1M |
| Accel Wealth Management | 2.13% | Add +1.9% | 38,143 | $5.0M |
| Bailard, Inc. | 0.14% | Add +506.6% | 37,987 | $5.0M |
| Simplicity Wealth,LLC | 0.12% | New | 37,389 | $4.9M |
| Wellington Shields Capital Management, LLC | 0.91% | Add +24.1% | 36,747 | $4.8M |
| Shilanski & Associates, Inc. | 1.66% | Add +2.1% | 36,614 | $4.8M |
| Foundations Investment Advisors, LLC | 0.12% | Add +6.8% | 35,405 | $4.7M |
| Bleakley Financial Group, LLC | 0.14% | Add +22.8% | 35,389 | $4.7M |
| Retireful, LLC | 1.89% | Reduce -7.7% | 34,605 | $4.6M |
| Atria Investments, Inc | 0.06% | Add +93.8% | 33,657 | $4.4M |
| Strengthening Families & Communities, LLC | 2.57% | Add +7.2% | 32,900 | $4.3M |
| Keudell/Morrison Wealth Management | 1.30% | Add +1.1% | 32,583 | $4.3M |
| Twin Focus Capital Partners, LLC | 0.80% | Reduce -0.3% | 32,080 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +40.7% | 31,335 | $4.1M |
| Hollencrest Capital Management | 0.19% | Add +0.4% | 31,185 | $4.1M |
| Parallel Advisors, LLC | 0.11% | Add +12.6% | 30,695 | $4.0M |
| Centaurus Financial, Inc. | 0.28% | Add +1.5% | 30,677 | $4.0M |
| Anchor Investment Management, LLC | 0.42% | Add +4.1% | 30,336 | $4.0M |
| Full Sail Capital, LLC | 0.28% | Reduce -2.8% | 30,308 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.6% | 30,157 | $4.0M |
| Evolution Wealth Advisors, LLC | 0.76% | Reduce -0.5% | 30,040 | $4.0M |
| Callan Capital, LLC | 0.35% | Reduce -1.2% | 29,973 | $3.9M |
| RFG Holdings, Inc. | 1.65% | Reduce -57.5% | 29,791 | $3.9M |
| Atlas Capital Advisors Inc. | 0.61% | Reduce -7.6% | 29,450 | $3.9M |
| Praetorian Wealth Management, Inc. | 1.03% | Add +15.0% | 29,337 | $3.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +3.1% | 29,308 | $3.9M |
| Lido Advisors, LLC | 0.03% | Add +11.0% | 29,051 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -17.1% | 29,041 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -17.1% | 29,041 | $3.8M |
| Y-Intercept (Hong Kong) Ltd | 0.29% | Add +1594.4% | 28,991 | $3.8M |
| Grove Bank & Trust | 0.64% | Add +18.0% | 28,724 | $3.8M |
| Cresset Asset Management, LLC | 0.02% | Add +37.2% | 28,663 | $3.8M |
| Johnson Investment Counsel Inc. | 0.04% | Add +1.4% | 28,157 | $3.7M |
| Boxwood Ventures, Inc. | 6.42% | No change | 27,720 | $3.7M |
| Blair William & Co. | 0.01% | Add +5.3% | 27,395 | $3.6M |
| Family Firm, Inc. | 0.88% | Add +1.0% | 27,287 | $3.6M |
| Noble Family Wealth, LLC | 1.02% | Reduce -3.1% | 27,153 | $3.6M |
| Geneos Wealth Management Inc. | 0.16% | Add +1.2% | 26,403 | $3.5M |
| Quantitative Investment Management, LLC | 0.20% | Reduce -29.1% | 25,977 | $3.4M |
| Synovus Financial Corp. | 0.04% | Add +0.1% | 25,610 | $3.4M |
| NewEdge Advisors, LLC | 0.03% | Add +1.5% | 25,448 | $3.4M |
| Cherry Creek Investment Advisors, Inc. | 1.80% | Add +2.0% | 25,221 | $3.3M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Reduce -0.3% | 24,819 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +6.0% | 24,811 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +16.6% | 24,443 | $3.2M |
| Neuberger Berman Group LLC | 0.00% | Add +150.3% | 24,162 | $3.2M |
| Renaissance Technologies | 0.01% | Add +315.5% | 24,100 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.18% | Reduce -1.4% | 23,748 | $3.1M |
| Capital Advisors, Ltd. LLC | 0.40% | No change | 23,425 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +9.6% | 23,394 | $3.1M |
| Silver Coast Investments LLC | 1.25% | Add +2.8% | 23,212 | $3.1M |
| Seamount Financial Group Inc. | 2.67% | Add +1.0% | 23,089 | $3.0M |
| Comerica Bank | 0.01% | Add +3.2% | 22,827 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -15.3% | 22,744 | $3.0M |
| Bokf, NA | 0.05% | Reduce -0.5% | 22,200 | $2.9M |
| Alexander Labrunerie & Co., Inc. | 1.66% | — | 22,241 | $2.9M |
| Custom Portfolio Group LLC | 2.41% | Add +0.6% | 22,842 | $2.9M |
| Delta Financial Group, Inc. | 0.85% | Add +3.6% | 21,863 | $2.9M |
| SMI Advisory Services, LLC | 0.79% | New | 20,733 | $2.8M |
| Financial Freedom, LLC | 1.66% | Add +0.9% | 21,230 | $2.8M |
| Valmark Advisers, Inc. | 0.05% | Add +5.2% | 20,412 | $2.7M |
| HC Advisors, LLC | 1.28% | Add +28.2% | 20,410 | $2.7M |
| CW Advisors, LLC | 0.05% | Reduce -29.9% | 20,407 | $2.7M |
| Salem Investment Counselors Inc. | 0.09% | Reduce -3.7% | 20,391 | $2.7M |
| Indie Asset Partners, LLC | 2.35% | Reduce -0.4% | 20,081 | $2.6M |
| Lebenthal Global Advisors, LLC | 0.59% | Reduce -38.8% | 20,026 | $2.6M |
| Axiom Financial Strategies, LLC | 1.64% | Reduce -1.2% | 19,595 | $2.6M |
| CoreCap Advisors, LLC | 0.13% | Reduce -35.8% | 19,338 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +8.3% | 19,150 | $2.5M |
| North Star Asset Management Inc. | 0.12% | Add +0.5% | 19,065 | $2.5M |
| Park National Corp. | 0.10% | Reduce -9.1% | 18,841 | $2.5M |
| Concurrent Investment Advisors, LLC | 0.10% | Reduce -16.9% | 18,541 | $2.4M |
| Nvest Financial, LLC | 1.62% | Add +1.7% | 18,426 | $2.4M |
| Brighton Jones LLC | 0.09% | Add +0.7% | 18,264 | $2.4M |
| Regis Management CO LLC | 0.73% | Add +0.1% | 18,219 | $2.4M |
| Royal Fund Management, LLC | 0.27% | Add +14.8% | 17,971 | $2.4M |
| Mariner, LLC | 0.00% | Add +8.1% | 17,600 | $2.3M |
| Capital Wealth Alliance, LLC | 1.34% | Add +181.9% | 17,162 | $2.3M |
| WBH Advisory Inc. | 0.23% | Reduce -0.8% | 17,052 | $2.2M |
| Sinecera Capital, LLC | 3.06% | Reduce -13.1% | 16,159 | $2.2M |
| Mittelman Wealth Management | 1.49% | — | 16,658 | $2.2M |
| Independent Financial Group, LLC | 0.10% | Reduce -0.6% | 16,487 | $2.2M |
| My Personal CFO, LLC | 1.23% | Add +3.2% | 16,196 | $2.1M |
| Fiduciary Trust Co | 0.03% | Reduce -1.5% | 15,989 | $2.1M |
| SWAN Capital LLC | 1.19% | Add +31.4% | 15,902 | $2.1M |
| Salomon & Ludwin, LLC | 0.17% | Reduce -7.4% | 15,296 | $2.0M |
| Paragon Financial Partners, Inc. | 1.65% | Add +2.2% | 15,187 | $2.0M |
| Cutter & CO Brokerage, Inc. | 0.49% | Add +6.4% | 15,031 | $2.0M |
| Stephen J. Garry & Associates, LLC | 2.04% | Reduce -18.6% | 14,938 | $2.0M |
| Baker Ellis Asset Management LLC | 0.29% | Add +1.9% | 14,800 | $1.9M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -28.6% | 14,756 | $1.9M |
| TCI Wealth Advisors, Inc. | 0.19% | Reduce -3.1% | 14,707 | $1.9M |
| Ackerman Capital Advisors, LLC | 0.53% | Reduce -52.5% | 14,658 | $1.9M |
| Fca Corp. | 0.62% | Add +1.1% | 14,537 | $1.9M |
| Essex Financial Services, Inc. | 0.18% | Reduce -4.7% | 14,498 | $1.9M |
| Krilogy Financial LLC | 0.15% | New | 14,443 | $1.9M |
| Private Wealth Advisors, LLC | 0.79% | Reduce -1.7% | 14,370 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Reduce -3.2% | 14,413 | $1.8M |
| Hobart Private Capital, LLC | 0.56% | Add +2.5% | 13,953 | $1.8M |
| Curran Financial Partners, LLC | 0.63% | New | 13,748 | $1.8M |
| Gray Wealth Management Inc. | 0.81% | Reduce -4.6% | 13,693 | $1.8M |
| Evanson Asset Management, LLC | 0.13% | Add +11.3% | 13,570 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.9% | 13,412 | $1.8M |
| FRG Family Wealth Advisors LLC | 0.35% | Add +0.3% | 13,505 | $1.8M |
| Avion Wealth | 0.46% | Reduce -8.8% | 12,983 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.20% | Add +0.4% | 12,959 | $1.7M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -22.9% | 12,893 | $1.7M |
| Fisher Asset Management | 0.00% | Add +4.5% | 12,872 | $1.7M |
| Guidance Capital, Inc. | 0.62% | New | 12,772 | $1.7M |
| Trust Co. of Oklahoma | 0.60% | Reduce -2.6% | 12,798 | $1.7M |
| Silver Oak Securities, Incorporated | 0.26% | Add +308.6% | 12,712 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.11% | Reduce -22.7% | 12,636 | $1.7M |
| Merit Financial Group, LLC | 0.04% | Add +556.6% | 12,765 | $1.6M |
| Bessemer Group Inc. | 0.00% | No change | 12,485 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +81.8% | 12,465 | $1.6M |
| Sharper & Granite LLC | 0.78% | Reduce -4.9% | 11,774 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +9.1% | 12,206 | $1.6M |
| Citizens Financial Group Inc. | 0.05% | Add +0.4% | 11,983 | $1.6M |
| Delta Investment Management, LLC | 0.36% | Add +4.7% | 11,906 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.9% | 11,835 | $1.6M |
| CX Institutional | 0.07% | Reduce -7.5% | 11,822 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.19% | Add +3.0% | 11,791 | $1.6M |
| Capital Management Associates | 1.84% | Reduce -3.3% | 11,743 | $1.5M |
| O'ROURKE & COMPANY, Inc | 0.88% | Add +32.9% | 11,554 | $1.5M |
| Trinity Legacy Partners, LLC | 0.45% | Add +68.2% | 11,545 | $1.5M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -36.3% | 11,471 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 11,467 | $1.5M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 11,255 | $1.5M |
| M Financial Asset Management, Inc. | 4.12% | Add +0.0% | 11,252 | $1.5M |
| FAS Wealth Partners, Inc. | 0.13% | Add +0.7% | 10,998 | $1.4M |
| Financial Management Network Inc. | 0.36% | Add +4.3% | 10,453 | $1.4M |
| FMR LLC | 0.00% | Add +46.9% | 10,605 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.3% | 10,583 | $1.4M |
| Athena Investment Management | 0.83% | No change | 10,504 | $1.4M |
| Rather & Kittrell, Inc. | 0.41% | Reduce -0.5% | 10,445 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 1.08% | Add +12.1% | 10,380 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.11% | Add +0.4% | 10,365 | $1.4M |
| Citigroup Inc. | 0.00% | Add +6.6% | 10,353 | $1.4M |
| Provenance Wealth Advisors, LLC | 0.19% | No change | 10,072 | $1.3M |
| Asset Management Group, Inc. | 0.20% | Add +0.7% | 10,006 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Reduce -0.8% | 9,982 | $1.3M |
| Goldstone Financial Group, LLC | 0.29% | Add +1.4% | 9,704 | $1.3M |
| First Financial Corp. | 0.65% | Reduce -8.4% | 9,648 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -52.4% | 9,611 | $1.3M |
| Valeo Financial Advisors, LLC | 0.04% | Reduce -27.4% | 9,315 | $1.2M |
| Qube Research & Technologies Ltd | 0.00% | New | 9,435 | $1.2M |
| Hoge Financial Services, LLC | 0.99% | Reduce -38.8% | 9,232 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +179.8% | 9,127 | $1.2M |
| Mission Wealth Management, LP | 0.03% | Add +19.2% | 9,105 | $1.2M |
| Warner Financial, Inc. | 0.59% | Reduce -0.5% | 8,963 | $1.2M |
| PFG Advisors | 0.09% | Add +4.6% | 8,953 | $1.2M |
| Calton & Associates, Inc. | 0.57% | Reduce -17.0% | 8,808 | $1.2M |
| Retirement Group, LLC | 0.40% | Reduce -1.8% | 8,584 | $1.1M |
| Colony Family Offices, LLC | 0.37% | No change | 8,571 | $1.1M |
| Woodward Diversified Capital, LLC | 0.69% | Reduce -11.1% | 8,417 | $1.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.3% | 8,409 | $1.1M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.45% | Add +76.7% | 8,365 | $1.1M |
| Whittier Trust Co. | 0.02% | No change | 8,359 | $1.1M |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 8,305 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +13.2% | 7,978 | $1.1M |
| Sonata Capital Group Inc. | 0.48% | Reduce -2.2% | 7,945 | $1.0M |
| Fee-Only Financial Planning, L.C. | 0.70% | Reduce -2.5% | 7,900 | $1.0M |
| Fiduciary Group, LLC | 0.11% | Add +12.5% | 7,859 | $1.0M |
| Phillips Financial Management, LLC | 0.08% | Reduce -5.4% | 7,853 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -70.9% | 7,746 | $1.0M |
| Deutsche Bank AG | 0.00% | Reduce -8.6% | 7,722 | $1.0M |
| Aveo Capital Partners, LLC | 0.11% | Reduce -7.6% | 7,856 | $1.0M |
| Checchi Capital Advisers, LLC | 0.08% | Reduce -7.8% | 7,695 | $1.0M |
| Simmons Bank | 0.08% | No change | 7,623 | $1.0M |
| First Bancorp, Inc | 0.75% | Reduce -2.3% | 7,547 | $994K |
| Institute for Wealth Management, LLC. | 0.13% | Add +3.3% | 7,513 | $989K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.3% | 7,354 | $969K |
| Vickerman Investment Advisors, Inc. | 0.31% | Reduce -1.2% | 7,343 | $967K |
| Northern Trust Corp. | 0.00% | Add +13.7% | 7,316 | $964K |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +57.7% | 7,266 | $957K |
| Atticus Wealth Management, LLC | 0.31% | Reduce -3.6% | 7,250 | $955K |
| Principle Wealth Partners LLC | 0.07% | Reduce -20.7% | 7,223 | $951K |
| Advisory Services Network, LLC | 0.02% | Add +19.8% | 7,217 | $951K |
| Sheets Smith Wealth Management | 0.11% | Add +9.9% | 7,194 | $947K |
| HB Wealth Management, LLC | 0.01% | Reduce -21.5% | 7,177 | $945K |
| Northstar Advisory Group, LLC | 0.57% | Add +78.3% | 7,136 | $941K |
| DAVENPORT & Co LLC | 0.01% | Reduce -10.5% | 7,143 | $941K |
| Prudential Financial Inc. | 0.00% | Reduce -72.4% | 7,120 | $938K |
| Cora Capital Advisors LLC | 0.50% | Reduce -3.5% | 7,108 | $936K |
| Regis Acquisition Inc. | 0.56% | Reduce -83.8% | 6,929 | $913K |
| Financial Perspectives, Inc | 0.34% | Add +0.2% | 6,910 | $910K |
| NWF Advisory Services Inc. | 0.15% | Add +48.6% | 6,622 | $872K |
| Cornerstone Wealth Management, LLC | 0.07% | Reduce -16.3% | 6,530 | $860K |
| Cambridge Advisors Inc. | 0.20% | Reduce -1.1% | 6,493 | $855K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +10.6% | 6,433 | $847K |
| Bray Capital Advisors | 0.21% | Add +4.0% | 6,421 | $846K |
| Glenmede Trust Co. NA | 0.00% | No change | 6,416 | $845K |
| Brookstone Capital Management | 0.01% | Reduce -25.8% | 6,381 | $840K |
| Mutual Advisors, LLC | 0.03% | Add +20.7% | 6,331 | $834K |
| Kohmann Bosshard Financial Services, LLC | 0.12% | No change | 6,319 | $832K |
| IHT Wealth Management, LLC | 0.03% | Reduce -14.5% | 6,282 | $827K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -6.0% | 6,254 | $824K |
| Cedar Brook Financial Partners, LLC | 0.16% | Add +0.7% | 6,236 | $821K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -3.3% | 6,189 | $815K |
| Raymond James Trust N.A. | 0.02% | No change | 6,185 | $815K |
| Stephens Inc. | 0.01% | Reduce -5.0% | 6,176 | $813K |
| Composition Wealth, LLC | 0.02% | Reduce -56.7% | 6,144 | $809K |
| Strategic Advocates LLC | 0.31% | Add +54.6% | 6,140 | $809K |
| Commerce Bank | 0.01% | No change | 6,060 | $798K |
| Tudor Investment Corporation | 0.01% | New | 6,057 | $798K |
| Modera Wealth Management, LLC | 0.01% | Add +0.9% | 6,047 | $796K |
| Parsons Capital Management Inc. | 0.05% | Add +0.9% | 6,030 | $794K |
| SOL Capital Management CO | 0.10% | No change | 6,010 | $792K |
| Patten & Patten Inc. | 0.06% | Add +3.5% | 5,948 | $783K |
| Cedrus LLC | 0.43% | Add +6.8% | 5,941 | $783K |
| Holderness Investments Co. | 0.19% | Add +0.1% | 5,856 | $771K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +2.4% | 5,676 | $747K |
| Investment House LLC | 0.04% | New | 5,571 | $734K |
| Tranquility Partners, LLC | 0.28% | No change | 5,530 | $728K |
| Global Retirement Partners, LLC | 0.03% | Add +0.1% | 5,395 | $711K |
| Millennium Management | 0.00% | New | 5,371 | $707K |
| Derbend Asset Management | 0.35% | Add +0.0% | 5,328 | $702K |
| VPR Management LLC | 0.19% | No change | 5,300 | $698K |
| Main Street Financial Solutions, LLC | 0.07% | Add +26.2% | 5,282 | $696K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +34.4% | 5,268 | $694K |
| Caldwell Sutter Capital, Inc. | 0.33% | No change | 5,237 | $690K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -7.2% | 5,212 | $686K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Reduce -4.7% | 5,150 | $678K |
| Versant Capital Management, Inc | 0.19% | Add +0.1% | 5,100 | $672K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.1% | 5,054 | $666K |
| Advisors Capital Management, LLC | 0.01% | Reduce -3.6% | 5,038 | $664K |
| Cypress Wealth Services, LLC | 0.15% | Add +0.2% | 5,029 | $662K |
| Allworth Financial LP | 0.00% | Reduce -8.5% | 5,023 | $662K |
| Lincoln National Corp. | 0.01% | Reduce -62.0% | 4,988 | $657K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +172.9% | 4,964 | $654K |
| Olistico Wealth, LLC | 0.47% | Add +0.4% | 4,952 | $652K |
| Capital Insight Partners, LLC | 0.12% | No change | 4,952 | $652K |
| Forthright Family Wealth Advisory LLC | 0.44% | Reduce -13.4% | 4,948 | $652K |
| Center for Financial Planning, Inc. | 0.10% | No change | 4,907 | $646K |
| Berkeley Capital Partners, LLC | 0.20% | Reduce -13.6% | 4,855 | $639K |
| Resonant Capital Advisors, LLC | 0.05% | Add +3.0% | 4,837 | $637K |
| Colonial River Investments, LLC | 0.36% | Reduce -66.7% | 4,825 | $635K |
| Fort Point Capital Partners LLC | 0.09% | New | 4,817 | $634K |
| Northside Capital Management, LLC | 0.11% | No change | 4,784 | $630K |
| Financial Advocates Investment Management | 0.04% | Add +2.7% | 4,046 | $626K |
| Sentinel Trust Co. Lba | 0.08% | No change | 4,657 | $613K |
| Birchcreek Wealth Management, LLC | 0.32% | Reduce -12.8% | 4,646 | $612K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -17.4% | 4,593 | $605K |
| Insight Advisors, LLC/ PA | 0.12% | Reduce -36.0% | 4,559 | $600K |
| Glen Eagle Advisors, LLC | 0.11% | No change | 4,559 | $600K |
| Northeast Investment Management | 0.03% | Reduce -7.8% | 4,541 | $598K |
| MontVue Capital Management, Inc. | 0.52% | Add +17.4% | 4,477 | $590K |
| Prospera Financial Services Inc | 0.02% | Reduce -62.5% | 4,471 | $589K |
| Fiduciary Alliance LLC | 0.10% | No change | 4,431 | $587K |
| Total Clarity Wealth Management, Inc. | 0.20% | Reduce -55.1% | 4,371 | $576K |
| Cape Cod Five Cents Savings Bank | 0.05% | Reduce -2.8% | 4,321 | $569K |
| Union Savings Bank | 0.30% | No change | 4,296 | $566K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 4,276 | $563K |
| Bison Wealth, LLC | 0.09% | Reduce -3.5% | 4,272 | $563K |
| Compass Financial Group, INC | 0.13% | Reduce -14.9% | 4,254 | $560K |
| Hirtle & Co., LLC | 0.03% | No change | 4,238 | $558K |
| Western Wealth Management, LLC | 0.04% | Reduce -6.4% | 4,221 | $556K |
| IVC Wealth Advisors LLC | 0.32% | Reduce -4.0% | 4,210 | $554K |
| Black Diamond Financial, LLC | 0.15% | No change | 4,723 | $554K |
| Wealthspire Retirement, LLC | 0.05% | Add +28.2% | 4,188 | $552K |
| BNC Wealth Management, LLC | 0.24% | Add +87.9% | 4,175 | $550K |
| SC&H Financial Advisors, Inc. | 0.14% | Add +0.2% | 4,143 | $546K |
| PDS Planning, Inc | 0.06% | Add +0.1% | 4,130 | $544K |
| Sandy Spring Bank | 0.02% | Add +0.7% | 4,124 | $543K |
| BNP Paribas Financial Markets | 0.00% | Reduce -19.4% | 4,108 | $541K |
| Quantinno Capital Management LP | 0.01% | Add +67.5% | 4,102 | $540K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -4.6% | 4,048 | $533K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -2.9% | 4,041 | $532K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 4,023 | $530K |
| Scotia Capital Inc. | 0.00% | No change | 4,020 | $529K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -45.4% | 4,013 | $529K |
| Evoke Wealth, LLC | 0.02% | New | 3,982 | $524K |
| Vista Investment Management | 0.21% | No change | 3,971 | $523K |
| Investment Research & Advisory Group, Inc. | 0.24% | No change | 3,965 | $522K |
| WPWealth LLP | 0.13% | No change | 3,947 | $520K |
| Level Four Advisory Services, LLC | 0.03% | No change | 4,412 | $517K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -26.2% | 3,925 | $517K |
| Heartwood Wealth Advisors LLC | 0.06% | Reduce -3.2% | 3,907 | $515K |
| Steel Grove Capital Advisors, LLC | 0.07% | Add +35.2% | 3,840 | $506K |
| Central Valley Advisors, LLC | 0.26% | Add +0.6% | 3,799 | $500K |
| Sittner & Nelson, LLC | 0.25% | No change | 3,730 | $491K |
| Girard Partners LTD. | 0.05% | Reduce -22.2% | 3,707 | $488K |
| Cadence Bank | 0.04% | No change | 3,700 | $487K |
| BOS Asset Management, LLC | 0.25% | Add +2.3% | 3,678 | $484K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +33.1% | 3,668 | $483K |
| Cowa, LLC | 0.28% | Add +0.0% | 3,606 | $475K |
| IFP Advisors, Inc | 0.02% | Add +46.7% | 3,585 | $472K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.7% | 3,582 | $472K |
| Vanguard Group Inc. | 0.00% | Reduce -42.6% | 3,507 | $462K |
| Advantage Trust Co | 0.34% | No change | 3,505 | $462K |
| Sharkey, Howes & Javer | 0.07% | Add +94.5% | 3,478 | $458K |
| Steele Capital Management, Inc. | 0.03% | No change | 3,452 | $455K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.9% | 3,449 | $454K |
| Ted Buchan & Co | 0.28% | Reduce -11.3% | 3,439 | $453K |
| Csenge Advisory Group | 0.03% | Reduce -4.2% | 3,402 | $448K |
| Prostatis Group LLC | 0.17% | Reduce -85.5% | 3,389 | $446K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.2% | 3,378 | $445K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -85.3% | 3,362 | $443K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 3,740 | $439K |
| LongView Wealth Management | 0.17% | Reduce -4.2% | 3,313 | $436K |
| Hara Capital LLC | 0.26% | New | 3,306 | $435K |
| Manchester Capital Management LLC | 0.05% | Add +0.1% | 3,303 | $435K |
| Chatham Capital Group, Inc. | 0.08% | No change | 3,300 | $435K |
| Legacy Financial Group LLC | 0.09% | New | 3,278 | $432K |
| Blume Capital Management, Inc. | 0.10% | Add +3.2% | 3,260 | $429K |
| CreativeOne Wealth, LLC | 0.02% | Add +15.2% | 3,259 | $429K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.7% | 3,241 | $427K |
| Equitable Holdings, Inc. | 0.00% | Add +57.2% | 3,184 | $419K |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -23.7% | 3,150 | $415K |
| Independent Wealth Network Inc. | 0.19% | Add +0.3% | 3,147 | $414K |
| Mitchell McLeod Pugh & Williams Inc. | 0.10% | No change | 3,068 | $404K |
| Harbour Investments, Inc. | 0.01% | Add +0.9% | 3,031 | $399K |
| Certified Advisory Corp | 0.05% | No change | 2,983 | $393K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,975 | $392K |
| Tyler-Stone Wealth Management | 0.17% | Add +0.6% | 2,969 | $391K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -96.4% | 2,949 | $388K |
| Trek Financial, LLC | 0.03% | New | 2,921 | $385K |
| Garde Capital, Inc. | 0.03% | No change | 2,884 | $379K |
| One Charles Private Wealth Services, LLC | 0.16% | Add +53.0% | 2,851 | $375K |
| Panoramic Investment Advisors, LLC | 0.28% | Add +0.8% | 2,837 | $374K |
| Disciplined Investments, LLC | 0.20% | Add +1.0% | 2,829 | $373K |
| Collaborative Wealth Managment Inc. | 0.19% | Reduce -10.8% | 2,824 | $372K |
| BSW Wealth Partners | 0.06% | No change | 2,789 | $367K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -21.1% | 2,744 | $361K |
| Choreo, LLC | 0.01% | Add +4.9% | 2,740 | $361K |
| Precedent Wealth Partners, LLC | 0.15% | Reduce -2.3% | 2,738 | $361K |
| International Assets Investment Management, LLC | 0.04% | Reduce -0.0% | 2,717 | $360K |
| Trust Point Inc. | 0.03% | No change | 2,731 | $360K |
| Chemistry Wealth Management LLC | 0.10% | No change | 2,699 | $355K |
| RBA Wealth Management, LLC | 0.14% | Add +1.3% | 2,698 | $355K |
| Welch & Forbes LLC | 0.00% | Reduce -11.5% | 2,678 | $353K |
| Wedmont Private Capital | 0.03% | Add +0.2% | 2,579 | $350K |
| Yoder Wealth Management, Inc. | 0.23% | No change | 2,659 | $350K |
| Savant Capital, LLC | 0.00% | Reduce -35.4% | 2,646 | $348K |
| Waverly Advisors, LLC | 0.01% | New | 2,645 | $348K |
| US Bancorp \de | 0.00% | Reduce -30.6% | 2,637 | $347K |
| Financial & Tax Architects, LLC | 0.09% | Add +1.9% | 2,609 | $344K |
| Bank of Montreal | 0.00% | Reduce -13.8% | 2,605 | $343K |
| Tiaa Trust, National Association | 0.00% | New | 2,600 | $342K |
| Smith, Moore & Co. | 0.04% | Add +31.5% | 2,589 | $341K |
| WMG Financial Advisors, LLC | 0.19% | No change | 2,579 | $340K |
| Edge Capital Group, LLC | 0.02% | No change | 2,570 | $338K |
| Caitlin John, LLC | 0.25% | Add +2.3% | 2,522 | $332K |
| Myecfo, LLC | 0.19% | Add +32.9% | 2,507 | $330K |
| National Bank of Canada | 0.00% | Reduce -1.4% | 2,490 | $326K |
| First PREMIER Bank | 0.08% | No change | 2,431 | $321K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -11.1% | 2,402 | $316K |
| Arkadios Wealth Advisors | 0.02% | Reduce -8.5% | 2,359 | $311K |
| Bragg Financial Advisors, Inc | 0.01% | Add +1.3% | 2,357 | $310K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -21.4% | 2,312 | $305K |
| Crestwood Advisors Group, LLC | 0.01% | Add +5.0% | 2,290 | $302K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -22.9% | 2,279 | $300K |
| Principal Securities, Inc. | 0.01% | Reduce -0.4% | 2,210 | $291K |
| Welch Group, LLC | 0.01% | No change | 2,167 | $285K |
| Brown Advisory Inc. | 0.00% | Add +1.3% | 2,167 | $285K |
| Firestone Capital Management | 0.08% | No change | 2,150 | $283K |
| Journey Advisory Group, LLC | 0.03% | No change | 2,133 | $281K |
| Hartline Investment Corp./ | 0.05% | New | 2,118 | $279K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Add +0.3% | 2,118 | $279K |
| Hanover Advisors Inc. | 0.12% | New | 2,114 | $278K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 2,100 | $277K |
| Coastline Trust Co | 0.03% | No change | 2,100 | $277K |
| Kovack Advisors, Inc. | 0.03% | Reduce -0.8% | 2,093 | $276K |
| TD Private Client Wealth LLC | 0.01% | Add +32.0% | 2,084 | $274K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +5.7% | 2,067 | $272K |
| Freedom Investment Management, Inc. | 0.02% | Add +1.7% | 2,061 | $271K |
| Opus Capital Group, LLC | 0.04% | Add +0.2% | 2,048 | $270K |
| Plan Group Financial, LLC | 0.18% | No change | 2,049 | $270K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -8.7% | 2,049 | $270K |
| Summit Financial, LLC | 0.02% | Add +0.8% | 2,022 | $266K |
| AQR Capital Management | 0.00% | No change | 2,014 | $265K |
| Northeast Financial Consultants Inc | 0.01% | No change | 2,006 | $264K |
| Covestor Ltd | 0.17% | Add +18.5% | 2,007 | $264K |
| FLC Capital Advisors | 0.07% | No change | 2,000 | $263K |
| Clearstead Advisors, LLC | 0.01% | No change | 2,000 | $261K |
| Jacobi Capital Management LLC | 0.02% | Reduce -10.9% | 1,980 | $261K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +4.6% | 1,969 | $259K |
| CRA Financial Services, LLC | 0.06% | No change | 1,967 | $259K |
| Eagle Strategies LLC | 0.06% | New | 1,964 | $259K |
| New York Life Investment Management LLC | 0.00% | New | 1,961 | $258K |
| Retirement Planning Group, LLC | 0.02% | Add +14.2% | 1,960 | $258K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -9.1% | 1,955 | $257K |
| Grey Street Capital, LLC | 0.03% | Add +0.7% | 1,944 | $256K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.1% | 1,917 | $252K |
| NewEdge Wealth, LLC | 0.01% | No change | 1,931 | $249K |
| GFS Advisors, LLC | 0.04% | No change | 1,890 | $249K |
| Howard Wealth Management, LLC | 0.20% | Reduce -1.1% | 1,887 | $249K |
| Intellectus Partners, LLC | 0.07% | Add +0.5% | 1,875 | $247K |
| WMS Partners, LLC | 0.02% | No change | 1,867 | $246K |
| Bogart Wealth, LLC | 0.01% | Add +6.7% | 1,844 | $243K |
| Focus Financial Network, Inc. | 0.01% | — | 1,835 | $240K |
| Boltwood Capital Management | 0.07% | Reduce -1.6% | 1,820 | $240K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -71.4% | 1,800 | $237K |
| Waterloo Capital, L.P. | 0.03% | Reduce -39.5% | 1,784 | $235K |
| First Personal Financial Services | 0.05% | No change | 1,780 | $234K |
| Sequent Planning LLC | 0.08% | — | 1,766 | $233K |
| Boston Family Office LLC | 0.02% | New | 1,759 | $232K |
| Drive Wealth Management, LLC | 0.06% | No change | 1,750 | $230K |
| Twelve Points Wealth Management LLC | 0.08% | Add +0.1% | 1,747 | $230K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -6.6% | 1,734 | $228K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,733 | $228K |
| Strategic Financial Concepts, LLC | 0.05% | New | 1,728 | $228K |
| Gibson Wealth Advisors LLC | 0.22% | — | 1,728 | $228K |
| Juncture Wealth Strategies, LLC | 0.10% | Reduce -11.6% | 1,724 | $227K |
| Grandview Asset Management LLC | 0.10% | New | 1,708 | $225K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 1,699 | $224K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | Reduce -6.8% | 1,694 | $223K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 1,687 | $222K |
| Optimist Retirement Group LLC | 0.11% | New | 1,672 | $220K |
| Wilson & Boucher Capital Management, LLC | 0.17% | New | 1,650 | $217K |
| MAI Capital Management | 0.00% | New | 1,647 | $217K |
| Assetmark, Inc. | 0.00% | Add +2.3% | 1,641 | $216K |
| Texas Yale Capital Corp. | 0.01% | New | 1,626 | $214K |
| InterOcean Capital Group, LLC | 0.01% | New | 1,626 | $214K |
| McClarren Financial Advisors, Inc. | 0.15% | Add +0.7% | 1,604 | $212K |
| Diversified Trust Co. | 0.01% | Reduce -50.3% | 1,603 | $211K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -4.1% | 1,602 | $211K |
| Spire Wealth Management | 0.00% | Add +6.7% | 1,602 | $211K |
| Roberts Wealth Advisors, LLC | 0.08% | New | 1,579 | $209K |
| WNY Asset Management, LLC | 0.03% | New | 1,577 | $208K |
| Blackston Financial Advisory Group, LLC | 0.14% | Reduce -38.9% | 1,567 | $206K |
| NorthLanding Financial Partners, LLC | 0.22% | New | 1,561 | $206K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -9.8% | 1,557 | $205K |
| Forum Financial Management, LP | 0.00% | New | 1,549 | $204K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,548 | $204K |
| Midland Wealth Advisors, LLC | 0.01% | New | 1,534 | $202K |
| Keybank National Association | 0.00% | Reduce -21.2% | 1,531 | $202K |
| TD Capital Management LLC | 0.02% | Add +16.8% | 1,530 | $201K |
| Blue Trust, Inc. | 0.00% | Reduce -8.4% | 1,528 | $201K |
| Durante & Waters, LLC | 0.18% | New | 1,522 | $200K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 1,500 | $199K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,370 | $180K |
| Farther Finance Advisors, LLC | 0.01% | Add +369.2% | 1,356 | $180K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -48.6% | 1,304 | $173K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,300 | $171K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +0.1% | 1,283 | $169K |
| Colonial Trust Co / SC | 0.03% | No change | 1,228 | $162K |
| CENTRAL TRUST Co | 0.00% | No change | 1,224 | $161K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 1,325 | $155K |
| Security National Bank | 0.02% | No change | 1,170 | $154K |
| City State Bank | 0.07% | Reduce -13.1% | 1,159 | $153K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Add +0.4% | 1,161 | $153K |
| Arlington Trust Co LLC | 0.04% | No change | 1,150 | $151K |
| Investors Research Corp | 0.04% | No change | 1,139 | $150K |
| Roble, Belko & Company, Inc | 0.03% | No change | 1,129 | $149K |
| Continuum Advisory, LLC | 0.02% | New | 1,106 | $146K |
| BlackRock Inc. | 0.00% | No change | 1,092 | $144K |
| Cape Investment Advisory, Inc. | 0.06% | Add +249.8% | 1,053 | $139K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,018 | $134K |
| WFA Asset Management Corp | 0.07% | Add +0.4% | 989 | $130K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.2% | 977 | $129K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 974 | $128K |
| Beacon Capital Management, LLC | 0.03% | Reduce -3.2% | 951 | $125K |
| Signaturefd, LLC | 0.00% | Reduce -2.7% | 948 | $125K |
| NorthRock Partners, LLC | 0.00% | Reduce -9.9% | 927 | $122K |
| Jones Financial Companies LLLP | 0.00% | Add +2521.9% | 839 | $111K |
| VitalStone Financial, LLC | 0.08% | Reduce -13.2% | 812 | $107K |
| Tompkins Financial Corp. | 0.01% | Reduce -25.0% | 800 | $105K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -18.7% | 763 | $99K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 743 | $98K |
| Lanark Financial, Inc. | 0.01% | No change | 685 | $91K |
| Norwood Financial Corp | 0.13% | No change | 690 | $91K |
| AdvisorNet Financial, Inc | 0.01% | Add +166.4% | 682 | $90K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -0.9% | 671 | $88K |
| Cwm, LLC | 0.00% | Reduce -1.2% | 658 | $87K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 645 | $85K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -18.3% | 638 | $84K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Reduce -12.3% | 635 | $84K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $81K |
| Opal Wealth Advisors, LLC | 0.03% | New | 602 | $79K |
| Cedar Wealth Management, LLC | 0.03% | Add +4.5% | 602 | $79K |
| Trust Co. of Vermont | 0.00% | No change | 600 | $79K |
| McIlrath & Eck, LLC | 0.01% | No change | 596 | $78K |
| Larson Financial Group LLC | 0.01% | Reduce -10.4% | 578 | $76K |
| Robinswood Financial LLC | 0.03% | No change | 542 | $72K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -42.5% | 540 | $71K |
| Davis Capital Management | 0.06% | Reduce -13.9% | 496 | $66K |
| Realta Investment Advisors | 0.01% | New | 450 | $59K |
| Abound Wealth Management | 0.02% | Add +0.7% | 417 | $55K |
| Capital Analysts, LLC | 0.00% | No change | 390 | $51K |
| Woodmont Investment Counsel LLC | 0.00% | New | 382 | $50K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 360 | $47K |
| Evermay Wealth Management LLC | 0.01% | No change | 356 | $47K |
| Key Financial Inc | 0.01% | No change | 330 | $43K |
| Global Financial Private Client, LLC | 0.02% | Reduce -90.6% | 305 | $40K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -10.6% | 288 | $38K |
| Quadrant Capital Group LLC | 0.00% | No change | 280 | $37K |
| Carmichael Hill & Associates, Inc. | 0.01% | Reduce -28.8% | 277 | $36K |
| Mather Group, Llc. | 0.00% | New | 305 | $36K |
| Gables Capital Management Inc. | 0.02% | No change | 239 | $31K |
| GAMMA Investing LLC | 0.01% | New | 236 | $31K |
| West Branch Capital LLC | 0.01% | No change | 216 | $28K |
| Allianz SE | 0.00% | — | 216 | $28K |
| Godsey & Gibb, Inc. | 0.00% | New | 213 | $28K |
| Bank of New Hampshire | 0.01% | No change | 210 | $28K |
| Gleason Group, Inc. | 0.01% | Add +0.5% | 206 | $27K |
| Creative Financial Designs Inc. | 0.00% | No change | 203 | $27K |
| Global Assets Advisory, LLC | 0.02% | New | 200 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 200 | $26K |
| St Germain D J Co. Inc. | 0.00% | Reduce -2.4% | 200 | $26K |
| HM Payson & Co. | 0.00% | No change | 200 | $26K |
| Tradewinds Capital Management, LLC | 0.01% | Add +1.0% | 196 | $26K |
| Tortoise Investment Management, LLC | 0.00% | New | 188 | $25K |
| Balentine LLC | 0.00% | New | 182 | $24K |
| Matrix Private Capital Group LLC | 0.02% | Add +0.6% | 178 | $23K |
| Briaud Financial Planning Inc | 0.01% | New | 155 | $21K |
| Macroview Investment Management LLC | 0.02% | Add +0.6% | 159 | $21K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.7% | 155 | $20K |
| Northwest Capital Management Inc | 0.01% | No change | 152 | $20K |
| Trust Co | 0.00% | New | 150 | $20K |
| Arrow Financial Corp | 0.00% | No change | 150 | $20K |
| MCF Advisors LLC | 0.00% | No change | 148 | $20K |
| Archer Investment Corp | 0.01% | No change | 142 | $19K |
| Rakuten Securities, Inc. | 0.01% | New | 136 | $18K |
| Avior Wealth Management, LLC | 0.00% | Add +4.0% | 130 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 128 | $17K |
| Winch Advisory Services, LLC | 0.00% | No change | 118 | $16K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 108 | $14K |
| Newton One Investments LLC | 0.01% | No change | 102 | $13K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 100 | $13K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 100 | $13K |
| Mascoma Wealth Management LLC | 0.00% | No change | 97 | $13K |
| Anfield Capital Management, LLC | 0.01% | New | 96 | $13K |
| PrairieView Partners, LLC | 0.00% | No change | 84 | $12K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 82 | $11K |
| Main Street Group, LTD | 0.01% | No change | 80 | $11K |
| Raleigh Capital Management Inc. | 0.00% | New | 78 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 78 | $10K |
| Hantz Financial Services, Inc. | 0.00% | New | 75 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 72 | $10K |
| HighMark Wealth Management LLC | 0.01% | No change | 70 | $9K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 68 | $9K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 61 | $8K |
| Tsfg, LLC | 0.00% | Reduce -82.9% | 62 | $8K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 53 | $7K |
| Paladin Advisory Group, LLC | 0.01% | No change | 52 | $7K |
| Citizens National Bank Trust Department | 0.00% | No change | 50 | $7K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +4.3% | 49 | $6K |
| Nemes Rush Group LLC | 0.00% | New | 49 | $6K |
| Private Trust Co. NA | 0.00% | New | 47 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 53 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 43 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 41 | $5K |
| BBJS Financial Advisors, LLC | 0.00% | No change | 40 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 42 | $5K |
| NFSG Corp | 0.00% | Reduce -61.0% | 32 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 32 | $4K |
| Benjamin Edwards Inc. | 0.00% | New | 33 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 30 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -64.2% | 29 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $3K |
| Dogwood Wealth Management LLC | 0.00% | New | 24 | $3K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | Add +2000.0% | 21 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 14 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 12 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 5 | $1K |
| Activest Wealth Management | 0.00% | New | 7 | $922 |
| Arax Advisory Partners | 0.00% | No change | 6 | $791 |
| Scarborough Advisors, LLC | 0.00% | No change | 1 | $134 |
| Central Pacific Bank - Trust Division | 0.00% | — | 1 | $133 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1 | $115 |
"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.