Vanguard Energy ETFVDEETF

13F holders, Q2 2024 (June 30)
625holders −2
44new positions
49sold out
4famous investors
$126.32avg. 13F price*

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

0200400600800 Q1 2024: 627Q1 2024Q2 2024: 625Q2 2024Q3 2024: 624Q3 2024Q4 2024: 693Q4 2024Q1 2025: 695Q1 2025Q2 2025: 648Q2 2025Q3 2025: 636Q3 2025Q4 2025: 668Q4 2025Q1 2026: 782Q1 2026Q2 2026: 765Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions44$34.4M
Exits49$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.