Vanguard Energy ETFVDEETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 625 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, down 2 from Q1 2024. 44 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($305.3M), Morgan Stanley ($202.9M) and UBS Group AG ($180.0M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Energy ETF
- CUSIP
- 92204A306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $34.4M |
| Exits | 49 | $54.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,115,997 shares bought and 1,477,213 shares sold, net −361,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 625 holders
| Bank of America Corp. | 0.03% | Reduce -1.9% | 2,393,511 | $305.3M |
| Morgan Stanley | 0.02% | Reduce -4.2% | 1,590,432 | $202.9M |
| UBS Group AG | 0.06% | Reduce -14.8% | 1,410,608 | $180.0M |
| Beacon Capital Management, Inc. | 6.91% | Reduce -5.0% | 1,257,481 | $160.4M |
| Wells Fargo & Company | 0.03% | Add +7.0% | 986,078 | $125.8M |
| Wealthfront Advisers LLC | 0.42% | Reduce -0.7% | 983,914 | $125.5M |
| Manufacturers Life Insurance Company, The | 0.10% | Add +0.3% | 826,646 | $105.5M |
| Main Management ETF Advisors, LLC | 4.59% | Add +2.6% | 720,510 | $91.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.9% | 675,095 | $86.1M |
| LPL Financial LLC | 0.03% | Add +9.8% | 541,783 | $69.1M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +3.9% | 535,209 | $68.3M |
| Royal Bank of Canada | 0.01% | Reduce -2.8% | 390,213 | $49.8M |
| SCS Capital Management LLC | 0.98% | Reduce -5.8% | 366,518 | $46.8M |
| Stifel Financial Corp. | 0.05% | Reduce -2.6% | 329,342 | $42.0M |
| PGIM Custom Harvest LLC | 0.81% | Add +22.5% | 284,599 | $36.3M |
| Cetera Investment Advisers | 0.08% | Reduce -5.8% | 267,038 | $34.1M |
| Raymond James & Associates | 0.02% | Add +3.9% | 217,835 | $27.8M |
| HighTower Advisors, LLC | 0.04% | Add +4.7% | 199,222 | $25.5M |
| Empower Advisory Group, LLC | 0.09% | Reduce -0.1% | 188,363 | $24.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +23.3% | 179,364 | $22.9M |
| Corient Private Wealth LP | 0.04% | Add +3.3% | 175,009 | $22.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -12.4% | 169,323 | $21.6M |
| Main Management LLC | 1.74% | Reduce -1.2% | 164,821 | $21.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.9% | 159,849 | $20.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +10.1% | 146,879 | $18.7M |
| Evergreen Capital Management LLC | 0.63% | Add +0.1% | 135,579 | $17.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.6% | 130,917 | $16.7M |
| TrueWealth Financial Partners | 10.31% | Add +6.5% | 125,189 | $16.0M |
| Zuckerman Investment Group, LLC | 1.77% | Add +0.5% | 119,814 | $15.3M |
| CMH Wealth Management LLC | 3.54% | Add +1.9% | 112,073 | $14.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -4.1% | 112,669 | $14.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.5% | 112,642 | $14.4M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -2.9% | 105,024 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +2.4% | 104,566 | $13.3M |
| D.A. Davidson & Co. | 0.12% | Add +14.9% | 104,253 | $13.3M |
| Greenwood Gearhart LLC | 1.22% | Add +1.8% | 101,530 | $13.0M |
| Bfsg, LLC | 1.62% | Reduce -0.9% | 100,370 | $12.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.1% | 90,389 | $11.5M |
| Greenline Partners, LLC | 1.74% | Add +5.5% | 89,773 | $11.5M |
| Allen Wealth Management, LLC | 9.87% | Add +1.8% | 86,927 | $11.1M |
| Captrust Financial Advisors | 0.04% | Reduce -4.1% | 85,381 | $10.9M |
| M&T Bank Corp | 0.03% | Reduce -5.4% | 79,611 | $10.2M |
| Roundview Capital LLC | 0.69% | Add +3.7% | 69,114 | $8.8M |
| KCM Investment Advisors LLC | 0.31% | Reduce -0.4% | 66,989 | $8.5M |
| Creative Planning | 0.01% | Reduce -3.6% | 65,817 | $8.4M |
| Ameritas Advisory Services, LLC | 0.30% | Add +4.4% | 63,248 | $8.1M |
| Citadel Advisors | 0.01% | Reduce -36.7% | 61,872 | $7.9M |
| Avantax Advisory Services, Inc. | 0.06% | Reduce -3.0% | 61,163 | $7.8M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 59,166 | $7.5M |
| M Holdings Securities, Inc. | 0.97% | New | 58,443 | $7.5M |
| SWAN Capital LLC | 4.00% | Add +261.5% | 57,487 | $7.3M |
| Fifth Third Bancorp | 0.03% | Reduce -5.7% | 57,462 | $7.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -5.2% | 54,172 | $6.9M |
| Cambridge Associates LLC /Ma/ | 0.30% | No change | 51,188 | $6.5M |
| Pathstone Holdings, LLC | 0.03% | Reduce -8.5% | 48,773 | $6.2M |
| MML Investors Services, LLC | 0.03% | Add +11.9% | 48,709 | $6.2M |
| McKinley Carter Wealth Services, Inc. | 0.39% | Add +6.1% | 47,889 | $6.1M |
| Elgethun Capital Management | 1.48% | Add +0.6% | 46,063 | $5.9M |
| GoalFusion Wealth Management, LLC | 3.53% | Add +2.4% | 44,545 | $5.7M |
| Alaska Permanent Fund Corp | 0.08% | Reduce -52.2% | 43,000 | $5.6M |
| GTS Securities LLC | 0.11% | New | 42,953 | $5.5M |
| Sanctuary Advisors, LLC | 0.04% | — | 40,723 | $5.4M |
| Montag A & Associates Inc. | 0.27% | Reduce -6.5% | 41,156 | $5.3M |
| Cerity Partners LLC | 0.01% | Reduce -59.6% | 41,421 | $5.3M |
| Syon Capital LLC | 0.47% | Reduce -2.1% | 40,394 | $5.2M |
| Exchange Traded Concepts, LLC | 0.13% | Add +0.4% | 40,130 | $5.1M |
| Accel Wealth Management | 2.02% | Add +3.9% | 39,623 | $5.1M |
| Krilogy Financial LLC | 0.37% | Add +171.0% | 39,146 | $5.0M |
| Clarus Group, Inc. | 2.17% | New | 38,497 | $4.9M |
| Tranquilli Financial Advisor LLC | 3.19% | Reduce -2.6% | 37,400 | $4.8M |
| Shilanski & Associates, Inc. | 1.58% | Add +0.8% | 36,907 | $4.7M |
| Wellington Shields Capital Management, LLC | 0.83% | Reduce -2.2% | 35,949 | $4.6M |
| Foundations Investment Advisors, LLC | 0.11% | Add +0.3% | 35,499 | $4.5M |
| Atria Investments, Inc | 0.06% | Add +4.1% | 35,044 | $4.5M |
| Simplicity Wealth,LLC | 0.10% | Reduce -6.8% | 34,850 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +46.8% | 34,331 | $4.4M |
| Strengthening Families & Communities, LLC | 1.23% | Add +2.3% | 33,654 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +13.1% | 33,160 | $4.2M |
| Parallel Advisors, LLC | 0.11% | Add +7.1% | 32,865 | $4.2M |
| Bleakley Financial Group, LLC | 0.12% | Reduce -7.2% | 32,850 | $4.2M |
| Keudell/Morrison Wealth Management | 1.22% | Add +0.2% | 32,647 | $4.2M |
| Lido Advisors, LLC | 0.03% | Add +10.8% | 32,181 | $4.1M |
| Praetorian Wealth Management, Inc. | 1.04% | Add +8.8% | 31,904 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.6% | 31,517 | $4.0M |
| Private Advisor Group, LLC | 0.03% | Add +26.5% | 31,384 | $4.0M |
| Hollencrest Capital Management | 0.18% | No change | 31,185 | $4.0M |
| Twin Focus Capital Partners, LLC | 0.61% | Reduce -6.2% | 30,080 | $3.8M |
| Evolution Wealth Advisors, LLC | 0.75% | Reduce -0.0% | 30,035 | $3.8M |
| Blair William & Co. | 0.01% | Add +8.9% | 29,834 | $3.8M |
| Centaurus Financial, Inc. | 0.25% | Reduce -3.1% | 29,726 | $3.8M |
| Full Sail Capital, LLC | 0.25% | Reduce -2.7% | 29,489 | $3.8M |
| RFG Holdings, Inc. | 1.41% | Reduce -2.7% | 28,998 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.6% | 28,877 | $3.7M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -0.6% | 28,877 | $3.7M |
| Callan Capital, LLC | 0.30% | Reduce -4.5% | 28,634 | $3.7M |
| Atlas Capital Advisors Inc. | 0.47% | Reduce -3.1% | 28,541 | $3.6M |
| Johnson Investment Counsel Inc. | 0.04% | Reduce -0.1% | 28,121 | $3.6M |
| Boxwood Ventures, Inc. | 5.72% | No change | 27,720 | $3.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -4.4% | 27,412 | $3.5M |
| Family Firm, Inc. | 0.77% | Reduce -0.6% | 27,134 | $3.5M |
| Noble Family Wealth, LLC | 0.99% | Reduce -0.2% | 27,093 | $3.5M |
| Anchor Investment Management, LLC | 0.35% | Reduce -11.3% | 26,920 | $3.4M |
| Geneos Wealth Management Inc. | 0.15% | Add +1.0% | 26,662 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Add +2.2% | 26,014 | $3.3M |
| Cherry Creek Investment Advisors, Inc. | 1.72% | Add +2.5% | 25,854 | $3.3M |
| Synovus Financial Corp. | 0.04% | Reduce -0.1% | 25,590 | $3.3M |
| Scarborough Advisors, LLC | 1.31% | Add +2500200.0% | 25,003 | $3.2M |
| Gunma Bank,Ltd. | 2.66% | Reduce -69.1% | 25,000 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Add +237.6% | 24,827 | $3.2M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Reduce -0.5% | 24,702 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -19.3% | 24,339 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 24,162 | $3.1M |
| HRT Financial LP | 0.02% | New | 23,892 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 23,733 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Reduce -0.7% | 23,582 | $3.0M |
| Capital Advisors, Ltd. LLC | 0.39% | No change | 23,425 | $3.0M |
| Seamount Financial Group Inc. | 2.41% | Add +0.5% | 23,202 | $3.0M |
| Silver Coast Investments LLC | 1.20% | Reduce -1.2% | 22,933 | $2.9M |
| Delta Financial Group, Inc. | 1.22% | Add +4.1% | 22,764 | $2.9M |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 22,644 | $2.9M |
| Custom Portfolio Group LLC | 2.27% | Add +2.0% | 23,299 | $2.9M |
| Comerica Bank | 0.01% | Reduce -1.0% | 22,605 | $2.9M |
| Alexander Labrunerie & Co., Inc. | 1.56% | Add +1.0% | 22,455 | $2.9M |
| Bokf, NA | 0.05% | Add +0.1% | 22,234 | $2.8M |
| Apollon Wealth Management, LLC | 0.08% | Add +826.8% | 21,427 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +10.8% | 21,213 | $2.7M |
| Valmark Advisers, Inc. | 0.05% | Add +3.5% | 21,130 | $2.7M |
| Mariner, LLC | 0.01% | Add +18.8% | 20,910 | $2.7M |
| Financial Freedom, LLC | 1.52% | Reduce -1.5% | 20,909 | $2.7M |
| HC Advisors, LLC | 2.42% | Add +0.6% | 20,540 | $2.6M |
| Salem Investment Counselors Inc. | 0.08% | Reduce -0.3% | 20,324 | $2.6M |
| CoreCap Advisors, LLC | 0.26% | Add +2.7% | 19,860 | $2.5M |
| Axiom Financial Strategies, LLC | 1.63% | Add +0.5% | 19,696 | $2.5M |
| Indie Asset Partners, LLC | 1.94% | Reduce -4.9% | 19,106 | $2.4M |
| North Star Asset Management Inc. | 0.12% | Reduce -0.0% | 19,060 | $2.4M |
| CW Advisors, LLC | 0.04% | Reduce -7.3% | 18,907 | $2.4M |
| Brighton Jones LLC | 0.08% | No change | 18,264 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 18,085 | $2.3M |
| Regis Management CO LLC | 0.69% | Reduce -0.9% | 18,054 | $2.3M |
| Nvest Financial, LLC | 1.40% | Reduce -2.8% | 17,906 | $2.3M |
| Grove Bank & Trust | 0.36% | Reduce -39.5% | 17,365 | $2.2M |
| Park National Corp. | 0.08% | Reduce -9.3% | 17,096 | $2.2M |
| WBH Advisory Inc. | 0.22% | Reduce -0.8% | 16,919 | $2.2M |
| Sinecera Capital, LLC | 2.94% | Add +1.1% | 16,342 | $2.1M |
| Mittelman Wealth Management | 1.38% | No change | 16,658 | $2.1M |
| My Personal CFO, LLC | 1.11% | Add +0.5% | 16,282 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -12.2% | 16,281 | $2.1M |
| Royal Fund Management, LLC | 0.28% | Reduce -10.6% | 16,068 | $2.1M |
| SMI Advisory Services, LLC | 0.51% | Reduce -20.0% | 16,580 | $2.1M |
| Baker Ellis Asset Management LLC | 0.31% | Add +8.4% | 16,040 | $2.0M |
| Fiduciary Trust Co | 0.03% | Reduce -0.5% | 15,913 | $2.0M |
| Essex Financial Services, Inc. | 0.15% | Add +11.4% | 16,146 | $2.0M |
| Newport Capital Group, LLC | 1.59% | — | 15,750 | $2.0M |
| Paragon Financial Partners, Inc. | 1.51% | Add +0.1% | 15,194 | $1.9M |
| Cutter & CO Brokerage, Inc. | 0.46% | Reduce -0.1% | 15,011 | $1.9M |
| Fca Corp. | 0.60% | Add +1.9% | 14,811 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +1.6% | 14,645 | $1.9M |
| TCI Wealth Advisors, Inc. | 0.18% | Reduce -1.1% | 14,552 | $1.9M |
| Stephen J. Garry & Associates, LLC | 1.88% | Reduce -2.8% | 14,524 | $1.9M |
| Capital Wealth Alliance, LLC | 1.06% | Reduce -15.6% | 14,492 | $1.8M |
| Private Wealth Advisors, LLC | 0.80% | Reduce -0.3% | 14,330 | $1.8M |
| Independent Financial Group, LLC | 0.07% | Reduce -14.1% | 14,170 | $1.8M |
| Natixis Advisors, LLC | 0.00% | New | 14,114 | $1.8M |
| Merit Financial Group, LLC | 0.04% | Add +9.9% | 14,025 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.20% | Add +18.3% | 13,945 | $1.8M |
| Curran Financial Partners, LLC | 0.58% | Reduce -0.8% | 13,640 | $1.7M |
| Salomon & Ludwin, LLC | 0.19% | Reduce -11.6% | 13,520 | $1.7M |
| Guidance Capital, Inc. | 0.56% | Add +2.6% | 13,101 | $1.7M |
| Gray Wealth Management Inc. | 0.73% | Reduce -3.3% | 13,235 | $1.7M |
| Hershey Financial Advisers, LLC | 1.51% | — | 13,157 | $1.7M |
| Concourse Financial Group Securities, Inc. | 0.10% | Add +2.5% | 12,952 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.20% | No change | 12,959 | $1.7M |
| FRG Family Wealth Advisors LLC | 0.32% | Add +0.1% | 13,515 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +7.7% | 12,746 | $1.6M |
| Avion Wealth | 0.45% | Reduce -2.0% | 12,725 | $1.6M |
| Trust Co. of Oklahoma | 0.57% | Reduce -0.9% | 12,676 | $1.6M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -15.0% | 12,543 | $1.6M |
| Bessemer Group Inc. | 0.00% | No change | 12,485 | $1.6M |
| O'ROURKE & COMPANY, Inc | 0.90% | Add +8.0% | 12,479 | $1.6M |
| Total Clarity Wealth Management, Inc. | 0.55% | Add +183.6% | 12,394 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -7.7% | 12,382 | $1.6M |
| Sharper & Granite LLC | 0.75% | Add +5.0% | 12,365 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.6% | 12,303 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +0.5% | 12,263 | $1.6M |
| Citizens Financial Group Inc. | 0.03% | Add +1.4% | 12,149 | $1.6M |
| Ashton Thomas Securities, LLC | 0.37% | — | 12,412 | $1.5M |
| Delta Investment Management, LLC | 0.33% | Reduce -0.2% | 11,882 | $1.5M |
| Trinity Legacy Partners, LLC | 0.42% | Add +1.2% | 11,684 | $1.5M |
| Sigma Planning Corp | 0.05% | Reduce -6.5% | 11,652 | $1.5M |
| Capital Management Associates | 1.76% | Reduce -1.0% | 11,629 | $1.5M |
| American Institute for Advanced Investment Management, LLP | 1.13% | Add +11.3% | 11,555 | $1.5M |
| CX Institutional | 0.07% | Reduce -2.6% | 11,511 | $1.5M |
| FMR LLC | 0.00% | Add +8.4% | 11,499 | $1.5M |
| Tudor Investment Corporation | 0.02% | Add +89.7% | 11,488 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | Reduce -15.4% | 11,478 | $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 | $1.4M |
| FAS Wealth Partners, Inc. | 0.12% | No change | 10,998 | $1.4M |
| Goldstone Financial Group, LLC | 0.28% | Add +11.2% | 10,788 | $1.4M |
| Sheets Smith Wealth Management | 0.16% | Add +49.9% | 10,784 | $1.4M |
| Athena Investment Management | 0.81% | Reduce -0.9% | 10,411 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | Add +3.3% | 10,312 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 10,365 | $1.3M |
| Whittier Trust Co. | 0.02% | Add +23.8% | 10,345 | $1.3M |
| Provenance Wealth Advisors, LLC | 0.18% | No change | 10,072 | $1.3M |
| Financial Management Network Inc. | 0.31% | Reduce -2.6% | 10,179 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.9% | 9,954 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +3.2% | 9,920 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +193.3% | 9,861 | $1.3M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -13.0% | 9,977 | $1.2M |
| Asset Management Group, Inc. | 0.19% | Reduce -2.9% | 9,719 | $1.2M |
| Waverly Advisors, LLC | 0.02% | Add +266.9% | 9,705 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +32.0% | 9,398 | $1.2M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.6% | 9,372 | $1.2M |
| Rather & Kittrell, Inc. | 0.33% | Reduce -10.4% | 9,355 | $1.2M |
| First Financial Corp. | 0.60% | Reduce -3.9% | 9,277 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.9% | 9,207 | $1.2M |
| PFG Advisors | 0.08% | Reduce -0.0% | 8,950 | $1.1M |
| Warner Financial, Inc. | 0.56% | Reduce -0.4% | 8,931 | $1.1M |
| M Financial Asset Management, Inc. | 4.36% | Reduce -21.1% | 8,872 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -15.6% | 8,734 | $1.1M |
| HBW Advisory Services LLC | 0.18% | New | 8,734 | $1.1M |
| Colony Family Offices, LLC | 0.35% | No change | 8,571 | $1.1M |
| Calton & Associates, Inc. | 0.55% | Reduce -2.4% | 8,596 | $1.1M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +2.3% | 8,496 | $1.1M |
| Trexquant Investment LP | 0.02% | New | 8,425 | $1.1M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.44% | No change | 8,365 | $1.1M |
| Hoge Financial Services, LLC | 0.87% | Reduce -10.3% | 8,281 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +15.1% | 8,263 | $1.1M |
| Mission Wealth Management, LP | 0.03% | Reduce -10.7% | 8,132 | $1.0M |
| Sonata Capital Group Inc. | 0.53% | Add +2.2% | 8,120 | $1.0M |
| Aveo Capital Partners, LLC | 0.12% | Add +1.8% | 7,999 | $1.0M |
| Woodward Diversified Capital, LLC | 0.60% | Reduce -5.5% | 7,958 | $1.0M |
| AE Wealth Management LLC | 0.01% | Add +2.6% | 7,948 | $1.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.8% | 7,922 | $1.0M |
| Fisher Asset Management | 0.00% | Reduce -38.5% | 7,914 | $1.0M |
| Fiduciary Group, LLC | 0.11% | No change | 7,859 | $1.0M |
| Fee-Only Financial Planning, L.C. | 0.67% | Reduce -1.3% | 7,800 | $995K |
| Deutsche Bank AG | 0.00% | No change | 7,722 | $985K |
| NWF Advisory Services Inc. | 0.16% | Add +15.8% | 7,669 | $978K |
| Phillips Financial Management, LLC | 0.08% | Reduce -2.9% | 7,624 | $973K |
| Level Four Advisory Services, LLC | 0.04% | Add +72.4% | 7,608 | $971K |
| Institute for Wealth Management, LLC. | 0.13% | Add +0.8% | 7,572 | $966K |
| Simmons Bank | 0.07% | Reduce -1.1% | 7,543 | $962K |
| First Bancorp, Inc | 0.71% | Reduce -0.5% | 7,507 | $958K |
| Choreo, LLC | 0.02% | Add +173.3% | 7,487 | $955K |
| Vickerman Investment Advisors, Inc. | 0.30% | Reduce -1.8% | 7,208 | $920K |
| Atticus Wealth Management, LLC | 0.30% | Reduce -1.5% | 7,144 | $911K |
| Checchi Capital Advisers, LLC | 0.07% | Reduce -7.6% | 7,113 | $907K |
| Cora Capital Advisors LLC | 0.47% | No change | 7,108 | $907K |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.8% | 7,085 | $904K |
| Quantinno Capital Management LP | 0.02% | Add +70.2% | 6,981 | $891K |
| Savant Capital, LLC | 0.01% | Add +161.7% | 6,924 | $883K |
| Financial Perspectives, Inc | 0.33% | No change | 6,910 | $881K |
| Northstar Advisory Group, LLC | 0.51% | Reduce -4.0% | 6,851 | $880K |
| Advisory Services Network, LLC | 0.02% | Reduce -4.8% | 6,869 | $876K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +5.5% | 6,785 | $866K |
| Brookstone Capital Management | 0.01% | Add +2.2% | 6,523 | $854K |
| Bray Capital Advisors | 0.21% | Add +1.9% | 6,541 | $834K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 6,490 | $828K |
| Cambridge Advisors Inc. | 0.19% | Reduce -0.7% | 6,448 | $823K |
| Principle Wealth Partners LLC | 0.06% | Reduce -10.8% | 6,443 | $822K |
| Glenmede Trust Co. NA | 0.00% | Add +0.4% | 6,442 | $822K |
| Northern Trust Corp. | 0.00% | Reduce -12.4% | 6,411 | $818K |
| Kohmann Bosshard Financial Services, LLC | 0.11% | Reduce -1.3% | 6,238 | $796K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -4.8% | 6,216 | $793K |
| Raymond James Trust N.A. | 0.02% | No change | 6,185 | $789K |
| Stephens Inc. | 0.01% | Reduce -0.5% | 6,144 | $784K |
| Composition Wealth, LLC | 0.02% | Reduce -0.2% | 6,131 | $782K |
| Modera Wealth Management, LLC | 0.01% | Add +1.0% | 6,109 | $779K |
| Regis Acquisition Inc. | 0.47% | Reduce -12.4% | 6,070 | $774K |
| Prospera Financial Services Inc | 0.02% | Add +35.6% | 6,061 | $774K |
| Commerce Bank | 0.01% | No change | 6,060 | $773K |
| Parsons Capital Management Inc. | 0.05% | No change | 6,030 | $769K |
| Cibc World Market Inc. | 0.00% | Reduce -24.4% | 6,028 | $769K |
| Patten & Patten Inc. | 0.05% | Add +1.0% | 6,005 | $766K |
| Chevy Chase Trust Holdings, LLC | 0.00% | Reduce -4.4% | 5,917 | $755K |
| SOL Capital Management CO | 0.09% | Reduce -1.8% | 5,900 | $753K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -6.6% | 5,839 | $745K |
| Holderness Investments Co. | 0.17% | Reduce -1.2% | 5,786 | $738K |
| IHT Wealth Management, LLC | 0.03% | Reduce -8.4% | 5,752 | $734K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +1.0% | 5,734 | $731K |
| Tranquility Partners, LLC | 0.27% | No change | 5,530 | $705K |
| Global Retirement Partners, LLC | 0.02% | Add +2.1% | 5,510 | $703K |
| Mutual Advisors, LLC | 0.02% | Reduce -13.6% | 5,469 | $700K |
| Advisors Capital Management, LLC | 0.01% | Add +7.7% | 5,427 | $692K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Add +4.3% | 5,373 | $685K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +7.8% | 5,352 | $683K |
| VPR Management LLC | 0.25% | No change | 5,300 | $676K |
| MontVue Capital Management, Inc. | 0.54% | Add +18.1% | 5,288 | $675K |
| Cedrus LLC | 0.33% | Reduce -12.6% | 5,194 | $663K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -2.6% | 5,144 | $656K |
| OneDigital Investment Advisors LLC | 0.01% | Add +10.8% | 5,091 | $649K |
| Cypress Wealth Services, LLC | 0.14% | Reduce -0.2% | 5,019 | $640K |
| Caldwell Sutter Capital, Inc. | 0.32% | Reduce -4.5% | 5,000 | $638K |
| Olistico Wealth, LLC | 0.41% | Add +0.7% | 4,987 | $636K |
| Sandy Spring Bank | 0.03% | Add +20.4% | 4,964 | $633K |
| Center for Financial Planning, Inc. | 0.09% | Add +0.8% | 4,946 | $631K |
| BNP Paribas Financial Markets | 0.00% | Add +19.6% | 4,912 | $627K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -7.0% | 4,847 | $623K |
| Capital Insight Partners, LLC | 0.12% | Reduce -2.6% | 4,823 | $615K |
| Wealthspire Retirement, LLC | 0.05% | Add +14.1% | 4,779 | $610K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.6% | 4,769 | $608K |
| Resonant Capital Advisors, LLC | 0.05% | Reduce -3.1% | 4,687 | $602K |
| Strategic Advocates LLC | 0.24% | Reduce -23.7% | 4,684 | $598K |
| Wealthspire Advisors, LLC | 0.01% | Add +18.6% | 4,654 | $594K |
| Northeast Investment Management | 0.03% | Add +2.2% | 4,641 | $592K |
| Simplex Trading, LLC | 0.02% | New | 4,627 | $590K |
| Colonial River Investments, LLC | 0.32% | Reduce -4.7% | 4,598 | $587K |
| Axxcess Wealth Management, LLC | 0.02% | New | 4,591 | $586K |
| Allworth Financial LP | 0.00% | Reduce -10.5% | 4,494 | $582K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -37.9% | 4,515 | $580K |
| Forthright Family Wealth Advisory LLC | 0.37% | Reduce -9.5% | 4,478 | $571K |
| Western Wealth Management, LLC | 0.04% | Add +5.8% | 4,467 | $570K |
| Fiduciary Alliance LLC | 0.09% | No change | 4,431 | $566K |
| Bison Wealth, LLC | 0.09% | No change | 4,272 | $563K |
| Birchcreek Wealth Management, LLC | 0.32% | Reduce -5.3% | 4,402 | $562K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -17.0% | 4,374 | $558K |
| Versant Capital Management, Inc | 0.14% | Reduce -14.9% | 4,338 | $553K |
| Union Savings Bank | 0.29% | No change | 4,296 | $548K |
| PDS Planning, Inc | 0.06% | Add +4.0% | 4,294 | $548K |
| Hirtle & Co., LLC | 0.03% | No change | 4,238 | $541K |
| IVC Wealth Advisors LLC | 0.30% | No change | 4,210 | $537K |
| Cape Cod Five Cents Savings Bank | 0.05% | Reduce -2.9% | 4,196 | $535K |
| Lebenthal Global Advisors, LLC | 0.12% | Reduce -79.1% | 4,183 | $534K |
| Vanguard Group Inc. | 0.00% | Add +18.5% | 4,156 | $530K |
| SC&H Financial Advisors, Inc. | 0.13% | No change | 4,143 | $529K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +2.2% | 4,129 | $527K |
| Leavell Investment Management, Inc. | 0.03% | Add +37.0% | 4,075 | $524K |
| Steel Grove Capital Advisors, LLC | 0.07% | Add +6.5% | 4,090 | $522K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +38.7% | 4,089 | $522K |
| Avalon Capital Management | 0.16% | New | 4,058 | $518K |
| Vista Investment Management | 0.21% | Add +1.6% | 4,036 | $515K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 4,023 | $513K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.0% | 4,012 | $512K |
| Compass Financial Group, INC | 0.11% | Reduce -5.8% | 4,008 | $511K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -1.1% | 4,004 | $511K |
| Investment Research & Advisory Group, Inc. | 0.22% | No change | 3,965 | $506K |
| WPWealth LLP | 0.12% | No change | 3,947 | $504K |
| Strategic Blueprint, LLC | 0.03% | New | 3,909 | $499K |
| Heartwood Wealth Advisors LLC | 0.06% | No change | 3,907 | $498K |
| J. Safra Sarasin Holding AG | 0.01% | — | 3,900 | $498K |
| IFG Advisory, LLC | 0.03% | New | 3,885 | $496K |
| Berkeley Capital Partners, LLC | 0.15% | Reduce -20.3% | 3,868 | $493K |
| Scotia Capital Inc. | 0.00% | Reduce -4.3% | 3,845 | $491K |
| Advantage Trust Co | 0.35% | Add +8.8% | 3,815 | $487K |
| Csenge Advisory Group | 0.03% | Add +11.1% | 3,781 | $482K |
| Financial Advocates Investment Management | 0.03% | Reduce -7.2% | 3,756 | $479K |
| Freedom Investment Management, Inc. | 0.04% | Add +81.0% | 3,731 | $476K |
| Sittner & Nelson, LLC | 0.23% | No change | 3,730 | $476K |
| Girard Partners LTD. | 0.04% | No change | 3,707 | $473K |
| Cadence Bank | 0.04% | No change | 3,700 | $472K |
| Sentinel Trust Co. Lba | 0.06% | Reduce -20.7% | 3,691 | $471K |
| BOS Asset Management, LLC | 0.22% | Add +0.1% | 3,682 | $470K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -0.3% | 3,657 | $467K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +100.0% | 3,600 | $459K |
| US Bancorp \de | 0.00% | Add +35.6% | 3,577 | $456K |
| Ted Buchan & Co | 0.24% | Add +3.2% | 3,550 | $453K |
| Legacy Financial Group LLC | 0.09% | Add +8.3% | 3,549 | $453K |
| Northside Capital Management, LLC | 0.08% | Reduce -26.1% | 3,538 | $451K |
| Assetmark, Inc. | 0.00% | Add +115.4% | 3,535 | $451K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 3,531 | $450K |
| Certified Advisory Corp | 0.06% | Add +18.1% | 3,522 | $449K |
| Steele Capital Management, Inc. | 0.02% | Add +0.7% | 3,476 | $447K |
| Idaho Trust Co | 0.23% | New | 3,474 | $443K |
| Cowa, LLC | 0.24% | Reduce -3.9% | 3,464 | $442K |
| Chatham Capital Group, Inc. | 0.08% | Add +4.5% | 3,450 | $440K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 3,740 | $439K |
| Manchester Capital Management LLC | 0.05% | No change | 3,303 | $421K |
| Equitable Holdings, Inc. | 0.00% | Add +2.8% | 3,274 | $418K |
| Blume Capital Management, Inc. | 0.10% | No change | 3,260 | $416K |
| Verus Financial Partners, Inc. | 0.05% | No change | 3,241 | $414K |
| Disciplined Investments, LLC | 0.22% | Add +14.4% | 3,236 | $413K |
| LongView Wealth Management | 0.15% | Reduce -3.2% | 3,208 | $409K |
| Hara Capital LLC | 0.26% | Reduce -3.0% | 3,206 | $409K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -74.9% | 3,191 | $407K |
| Tyler-Stone Wealth Management | 0.17% | Add +6.5% | 3,161 | $403K |
| Smith, Moore & Co. | 0.04% | Add +21.3% | 3,140 | $401K |
| Insight Advisors, LLC/ PA | 0.07% | Reduce -32.9% | 3,059 | $390K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -3.5% | 3,040 | $388K |
| TD Private Client Wealth LLC | 0.01% | Add +45.4% | 3,031 | $387K |
| Black Diamond Financial, LLC | 0.07% | Reduce -36.4% | 3,002 | $383K |
| Independent Wealth Network Inc. | 0.18% | Reduce -4.8% | 2,995 | $382K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.7% | 2,949 | $376K |
| Mitchell McLeod Pugh & Williams Inc. | 0.09% | Reduce -4.0% | 2,944 | $376K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -31.4% | 2,935 | $374K |
| Hobart Private Capital, LLC | 0.11% | Reduce -79.1% | 2,913 | $372K |
| IFP Advisors, Inc | 0.01% | Reduce -19.2% | 2,898 | $370K |
| Garde Capital, Inc. | 0.03% | No change | 2,884 | $368K |
| One Charles Private Wealth Services, LLC | 0.15% | Add +1.1% | 2,881 | $368K |
| Jones Financial Companies LLLP | 0.00% | Add +236.8% | 2,826 | $360K |
| Collaborative Wealth Managment Inc. | 0.18% | No change | 2,824 | $360K |
| BSW Wealth Partners | 0.06% | No change | 2,789 | $356K |
| Integrated Wealth Concepts LLC | 0.00% | Add +21.3% | 2,765 | $353K |
| Tiaa Trust, National Association | 0.00% | Add +6.1% | 2,758 | $352K |
| Yoder Wealth Management, Inc. | 0.23% | Add +3.6% | 2,754 | $351K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Add +29.4% | 2,740 | $350K |
| Trust Point Inc. | 0.03% | No change | 2,731 | $348K |
| Chemistry Wealth Management LLC | 0.09% | No change | 2,699 | $344K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -17.3% | 2,694 | $344K |
| Bank of Montreal | 0.00% | Add +1.9% | 2,655 | $342K |
| Wedmont Private Capital | 0.02% | Add +4.0% | 2,682 | $342K |
| Precedent Wealth Partners, LLC | 0.14% | Reduce -2.3% | 2,676 | $341K |
| Arete Wealth Advisors, LLC | 0.03% | New | 2,641 | $337K |
| Welch & Forbes LLC | 0.00% | No change | 2,678 | $335K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.8% | 2,615 | $334K |
| WMG Financial Advisors, LLC | 0.17% | No change | 2,579 | $329K |
| Edge Capital Group, LLC | 0.02% | Add +0.2% | 2,575 | $328K |
| Financial & Tax Architects, LLC | 0.09% | Reduce -2.6% | 2,540 | $324K |
| HHM Wealth Advisors, LLC | 0.05% | Add +29.4% | 2,530 | $323K |
| Caitlin John, LLC | 0.23% | Reduce -0.0% | 2,521 | $322K |
| Myecfo, LLC | 0.18% | No change | 2,507 | $320K |
| Gibson Wealth Advisors LLC | 0.30% | Add +44.7% | 2,500 | $319K |
| Clearstead Advisors, LLC | 0.01% | Add +25.0% | 2,500 | $319K |
| National Bank of Canada | 0.00% | No change | 2,490 | $318K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -27.9% | 2,485 | $317K |
| RBA Wealth Management, LLC | 0.12% | Reduce -9.4% | 2,443 | $312K |
| First PREMIER Bank | 0.08% | No change | 2,431 | $310K |
| Sound View Wealth Advisors Group, LLC | 0.03% | No change | 2,402 | $306K |
| Brown Brothers Harriman & Co. | 0.00% | Add +38.1% | 2,393 | $305K |
| Bailard, Inc. | 0.01% | Reduce -93.8% | 2,366 | $302K |
| Howard Wealth Management, LLC | 0.24% | Add +24.6% | 2,352 | $300K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -0.7% | 2,341 | $299K |
| Arkadios Wealth Advisors | 0.02% | Reduce -1.1% | 2,334 | $298K |
| Crestwood Advisors Group, LLC | 0.01% | Add +1.6% | 2,327 | $297K |
| Caprock Group, LLC | 0.01% | New | 2,308 | $297K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -16.2% | 2,300 | $296K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -31.9% | 2,301 | $294K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,261 | $288K |
| Focus Partners Wealth | 0.00% | New | 2,217 | $283K |
| Brown Advisory Inc. | 0.00% | Add +1.9% | 2,207 | $282K |
| Welch Group, LLC | 0.01% | No change | 2,167 | $276K |
| Hanover Advisors Inc. | 0.12% | Add +1.8% | 2,153 | $275K |
| Firestone Capital Management | 0.07% | No change | 2,150 | $274K |
| Rwa Wealth Partners, LLC | 0.00% | Add +4.9% | 2,149 | $274K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 2,100 | $268K |
| Coastline Trust Co | 0.03% | No change | 2,100 | $268K |
| Prostatis Group LLC | 0.09% | Reduce -38.1% | 2,098 | $268K |
| Kovack Advisors, Inc. | 0.03% | Reduce -0.1% | 2,092 | $267K |
| BNC Wealth Management, LLC | 0.10% | Reduce -49.9% | 2,091 | $267K |
| Walkner Condon Financial Advisors LLC | 0.06% | Add +0.1% | 2,069 | $264K |
| Summit Financial, LLC | 0.01% | Add +1.2% | 2,047 | $263K |
| Trinity Financial Advisors LLC | 0.12% | New | 2,044 | $263K |
| Plan Group Financial, LLC | 0.16% | No change | 2,049 | $261K |
| Opus Capital Group, LLC | 0.04% | No change | 2,048 | $261K |
| CRA Financial Services, LLC | 0.05% | Add +3.8% | 2,042 | $260K |
| Covestor Ltd | 0.17% | Add +0.3% | 2,014 | $257K |
| Northeast Financial Consultants Inc | 0.01% | No change | 2,006 | $256K |
| FLC Capital Advisors | 0.06% | No change | 2,000 | $255K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +1.3% | 1,994 | $254K |
| Jacobi Capital Management LLC | 0.02% | No change | 1,980 | $253K |
| Principal Securities, Inc. | 0.01% | Reduce -10.9% | 1,970 | $251K |
| Summit Trail Advisors, LLC | 0.01% | No change | 1,917 | $246K |
| NewEdge Wealth, LLC | 0.01% | No change | 1,931 | $246K |
| GFS Advisors, LLC | 0.04% | Reduce -88.1% | 225 | $241K |
| WMS Partners, LLC | 0.02% | No change | 1,867 | $238K |
| AQR Capital Management | 0.00% | Reduce -7.5% | 1,864 | $238K |
| Rosenberg Matthew Hamilton | 0.07% | Add +23.1% | 1,847 | $236K |
| Petix & Botte Co | 0.07% | New | 1,844 | $235K |
| Bogart Wealth, LLC | 0.01% | No change | 1,844 | $235K |
| Boltwood Capital Management | 0.07% | Reduce -0.6% | 1,810 | $231K |
| Strategic Investment Solutions, Inc. | 0.07% | — | 1,801 | $229K |
| Intellectus Partners, LLC | 0.06% | Reduce -5.3% | 1,775 | $228K |
| First Personal Financial Services | 0.05% | No change | 1,780 | $227K |
| Drive Wealth Management, LLC | 0.06% | No change | 1,750 | $225K |
| Boston Family Office LLC | 0.02% | No change | 1,759 | $224K |
| Debussy Capital Management LP | 0.06% | New | 1,754 | $224K |
| Twelve Points Wealth Management LLC | 0.08% | No change | 1,747 | $223K |
| Grandview Asset Management LLC | 0.13% | Add +2.0% | 1,742 | $222K |
| Optimist Retirement Group LLC | 0.12% | Add +3.4% | 1,729 | $221K |
| Sequent Planning LLC | 0.08% | Reduce -2.3% | 1,725 | $220K |
| Consolidated Portfolio Review Corp | 0.05% | New | 1,696 | $216K |
| Soltis Investment Advisors LLC | 0.02% | New | 1,681 | $214K |
| Waterloo Capital, L.P. | 0.03% | Reduce -6.5% | 1,669 | $213K |
| Wilson & Boucher Capital Management, LLC | 0.16% | No change | 1,650 | $210K |
| MAI Capital Management | 0.00% | No change | 1,647 | $210K |
| Hardin Capital Partners, LLC | 0.14% | — | 1,637 | $209K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,626 | $207K |
| Pinnacle Financial Partners Inc | 0.00% | New | 1,612 | $206K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -6.0% | 1,597 | $205K |
| Diversified Trust Co. | 0.01% | No change | 1,603 | $204K |
| Inscription Capital, LLC | 0.03% | New | 1,600 | $204K |
| Blue Trust, Inc. | 0.00% | No change | 1,528 | $201K |
| WNY Asset Management, LLC | 0.03% | No change | 1,577 | $201K |
| Kings Path Partners LLC | 0.09% | — | 1,532 | $195K |
| TD Capital Management LLC | 0.02% | No change | 1,530 | $195K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.2% | 1,424 | $179K |
| North Star Investment Management Corp. | 0.01% | No change | 1,370 | $175K |
| Colonial Trust Co / SC | 0.03% | Add +10.4% | 1,356 | $173K |
| Farther Finance Advisors, LLC | 0.01% | No change | 1,356 | $173K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,300 | $166K |
| FinTrust Capital Advisors, LLC | 0.03% | No change | 1,283 | $164K |
| Spire Wealth Management | 0.01% | Reduce -26.0% | 1,186 | $151K |
| Security National Bank | 0.02% | No change | 1,170 | $149K |
| City State Bank | 0.06% | Add +0.3% | 1,163 | $148K |
| Mitchell Sinkler & Starr | 0.04% | New | 1,126 | $148K |
| Investors Research Corp | 0.03% | Add +1.3% | 1,154 | $147K |
| Arlington Trust Co LLC | 0.03% | No change | 1,150 | $147K |
| Continuum Advisory, LLC | 0.02% | No change | 1,106 | $141K |
| BlackRock Inc. | 0.00% | No change | 1,092 | $139K |
| Coppell Advisory Solutions LLC | 0.02% | — | 1,091 | $139K |
| Roble, Belko & Company, Inc | 0.02% | Reduce -4.1% | 1,083 | $138K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -77.5% | 1,028 | $131K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,018 | $130K |
| AdvisorNet Financial, Inc | 0.01% | Add +46.5% | 999 | $127K |
| Cape Investment Advisory, Inc. | 0.06% | Reduce -5.6% | 994 | $127K |
| WFA Asset Management Corp | 0.07% | No change | 989 | $126K |
| CBIZ Investment Advisory Services, LLC | 0.01% | No change | 974 | $125K |
| First Horizon Advisors, Inc. | 0.00% | No change | 977 | $125K |
| NorthRock Partners, LLC | 0.00% | Add +2.9% | 954 | $122K |
| Beacon Capital Management, LLC | 0.02% | No change | 951 | $121K |
| Signaturefd, LLC | 0.00% | No change | 948 | $121K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -31.4% | 909 | $116K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -27.3% | 844 | $107K |
| Cedar Wealth Management, LLC | 0.03% | Add +38.4% | 833 | $106K |
| Tompkins Financial Corp. | 0.01% | No change | 800 | $102K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.1% | 764 | $100K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 743 | $95K |
| Lanark Financial, Inc. | 0.01% | No change | 685 | $87K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 671 | $86K |
| Cwm, LLC | 0.00% | Reduce -0.3% | 656 | $84K |
| Cornerstone Planning Group LLC | 0.02% | New | 693 | $84K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 645 | $82K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -3.1% | 618 | $79K |
| Opal Wealth Advisors, LLC | 0.02% | No change | 602 | $77K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 600 | $77K |
| Robinswood Financial LLC | 0.03% | Add +10.7% | 600 | $77K |
| Trust Co. of Vermont | 0.00% | No change | 600 | $77K |
| McIlrath & Eck, LLC | 0.01% | No change | 596 | $76K |
| Larson Financial Group LLC | 0.01% | No change | 578 | $74K |
| SJS Investment Consulting Inc. | 0.01% | No change | 540 | $69K |
| Quadrant Capital Group LLC | 0.00% | Add +80.4% | 505 | $64K |
| TruNorth Capital Management, LLC | 0.02% | New | 500 | $64K |
| Davis Capital Management | 0.05% | Reduce -1.6% | 488 | $62K |
| Realta Investment Advisors | 0.01% | No change | 450 | $57K |
| Abound Wealth Management | 0.02% | Add +6.0% | 442 | $56K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +506.6% | 370 | $47K |
| Headlands Technologies LLC | 0.00% | New | 365 | $47K |
| Mather Group, Llc. | 0.00% | Add +15.7% | 353 | $47K |
| Founders Financial Alliance, LLC | 0.01% | No change | 360 | $46K |
| Evermay Wealth Management LLC | 0.01% | No change | 356 | $46K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -96.4% | 343 | $44K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 333 | $43K |
| Key Financial Inc | 0.01% | No change | 330 | $42K |
| Global Financial Private Client, LLC | 0.02% | Add +2.0% | 311 | $40K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 277 | $35K |
| Capital Analysts, LLC | 0.00% | Reduce -38.5% | 240 | $31K |
| Gables Capital Management Inc. | 0.02% | No change | 239 | $30K |
| GAMMA Investing LLC | 0.00% | No change | 236 | $30K |
| West Branch Capital LLC | 0.01% | No change | 216 | $28K |
| Tortoise Investment Management, LLC | 0.00% | Add +13.3% | 213 | $27K |
| Bank of New Hampshire | 0.01% | No change | 210 | $27K |
| Gleason Group, Inc. | 0.01% | No change | 206 | $26K |
| Creative Financial Designs Inc. | 0.00% | No change | 203 | $26K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -87.5% | 200 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 200 | $26K |
| HM Payson & Co. | 0.00% | No change | 200 | $26K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 196 | $25K |
| MilWealth Group LLC | 0.01% | New | 184 | $23K |
| BBJS Financial Advisors, LLC | 0.01% | Add +350.0% | 180 | $23K |
| Private Wealth Management Group, LLC | 0.01% | New | 180 | $23K |
| Matrix Private Capital Group LLC | 0.01% | No change | 178 | $23K |
| St Germain D J Co. Inc. | 0.00% | Reduce -22.5% | 155 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 155 | $20K |
| Macroview Investment Management LLC | 0.02% | Reduce -3.1% | 154 | $20K |
| Northwest Capital Management Inc | 0.01% | No change | 152 | $19K |
| Arrow Financial Corp | 0.00% | No change | 150 | $19K |
| MCF Advisors LLC | 0.00% | No change | 148 | $19K |
| Briaud Financial Planning Inc | 0.01% | No change | 155 | $19K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -32.9% | 143 | $18K |
| Archer Investment Corp | 0.01% | No change | 142 | $18K |
| Chris Bulman Inc | 0.01% | — | 133 | $17K |
| Avior Wealth Management, LLC | 0.00% | Add +0.8% | 131 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 128 | $16K |
| Toth Financial Advisory Corp. | 0.00% | New | 125 | $16K |
| Winch Advisory Services, LLC | 0.00% | No change | 118 | $15K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 108 | $14K |
| Smartleaf Asset Management LLC | 0.00% | New | 104 | $13K |
| NFSG Corp | 0.00% | Add +221.9% | 103 | $13K |
| Newton One Investments LLC | 0.01% | No change | 102 | $13K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.01% | No change | 100 | $13K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 100 | $13K |
| Flputnam Investment Management Co. | 0.00% | New | 100 | $13K |
| Mascoma Wealth Management LLC | 0.00% | No change | 97 | $12K |
| Anfield Capital Management, LLC | 0.01% | No change | 96 | $12K |
| CENTRAL TRUST Co | 0.00% | Reduce -92.7% | 89 | $11K |
| Rakuten Securities, Inc. | 0.00% | Reduce -36.0% | 87 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | No change | 82 | $10K |
| Main Street Group, LTD | 0.00% | No change | 80 | $10K |
| PrairieView Partners, LLC | 0.00% | No change | 84 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 78 | $10K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +1.4% | 73 | $9K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.7% | 70 | $9K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 68 | $9K |
| HighMark Wealth Management LLC | 0.01% | No change | 70 | $9K |
| Tsfg, LLC | 0.00% | No change | 62 | $8K |
| Raffa Wealth Management, LLC | 0.00% | New | 62 | $8K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 53 | $7K |
| Paladin Advisory Group, LLC | 0.01% | No change | 52 | $7K |
| Rice Partnership, LLC | 0.00% | New | 50 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 50 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 53 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -92.6% | 47 | $6K |
| Private Trust Co. NA | 0.00% | Reduce -4.3% | 45 | $6K |
| Ancora Advisors LLC | 0.00% | No change | 43 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 41 | $5K |
| Great Lakes Retirement, Inc. | 0.00% | New | 40 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 42 | $5K |
| Addison Advisors LLC | 0.00% | New | 38 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 37 | $5K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 32 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 30 | $4K |
| Biltmore Family Office, LLC | 0.00% | New | 29 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 29 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $3K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 21 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 14 | $2K |
| Strategic Financial Concepts, LLC | 0.00% | Add +13105.7% | 228,194 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 5 | $1K |
| Activest Wealth Management | 0.00% | No change | 7 | $893 |
| Sound Income Strategies, LLC | 0.00% | New | 6 | $825 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -36.4% | 1,020 | $204 |
| Cultivar Capital, Inc. | 0.00% | New | 1 | $135 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 1 | $128 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1 | $111 |
"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.