Vanguard Energy ETFVDEETF
13F holders, Q3 2024 (September 30)624holders −1
53new positions
49sold out
3famous investors
$122.59avg. 13F price*
At the end of Q3 2024, 624 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, down 1 from Q2 2024. 53 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($296.5M), Morgan Stanley ($208.5M) and UBS Group AG ($162.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $17.6M |
| Exits | 49 | $40.8M |
All 13F filers, Q2 2024 → Q3 2024: 714,641 shares bought and 2,351,716 shares sold, net −1,637,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 624 holders
| Bank of America Corp. | 0.03% | Add +1.1% | 2,420,885 | $296.5M |
| Morgan Stanley | 0.02% | Add +7.1% | 1,702,641 | $208.5M |
| UBS Group AG | 0.05% | Reduce -5.9% | 1,327,801 | $162.6M |
| Wealthfront Advisers LLC | 0.37% | Add +0.9% | 992,708 | $121.6M |
| Wells Fargo & Company | 0.03% | Add +0.0% | 986,289 | $120.8M |
| Beacon Capital Management, Inc. | 4.59% | Reduce -28.5% | 898,562 | $110.0M |
| Manufacturers Life Insurance Company, The | 0.09% | Add +3.0% | 851,122 | $104.2M |
| LPL Financial LLC | 0.03% | Add +1.8% | 551,251 | $67.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -24.6% | 508,832 | $62.3M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 394,169 | $48.3M |
| Main Management ETF Advisors, LLC | 2.14% | Reduce -48.7% | 369,337 | $45.2M |
| SCS Capital Management LLC | 0.85% | Reduce -5.6% | 345,991 | $42.4M |
| Stifel Financial Corp. | 0.04% | Reduce -0.0% | 329,218 | $40.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -39.4% | 324,403 | $39.7M |
| PGIM Custom Harvest LLC | 0.77% | Add +8.5% | 308,670 | $37.8M |
| Cetera Investment Advisers | 0.06% | Reduce -10.6% | 238,763 | $29.2M |
| Raymond James & Associates | 0.02% | Reduce -1.6% | 214,288 | $26.2M |
| HighTower Advisors, LLC | 0.04% | Reduce -1.2% | 196,815 | $24.1M |
| Empower Advisory Group, LLC | 0.08% | Add +1.9% | 191,923 | $23.5M |
| Corient Private Wealth LP | 0.03% | Reduce -2.1% | 171,298 | $21.0M |
| Ameriprise Financial Inc. | 0.01% | Add +5.8% | 169,160 | $20.7M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -7.2% | 166,428 | $20.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -8.5% | 154,880 | $19.0M |
| Evergreen Capital Management LLC | 0.57% | Add +0.7% | 136,579 | $16.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.8% | 129,511 | $15.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +11.8% | 125,984 | $15.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 123,481 | $15.1M |
| TrueWealth Financial Partners | 9.00% | Reduce -2.5% | 122,007 | $14.9M |
| Zuckerman Investment Group, LLC | 1.52% | Add +0.4% | 120,268 | $14.7M |
| Greenwood Gearhart LLC | 1.17% | Add +12.8% | 114,577 | $14.0M |
| CMH Wealth Management LLC | 3.30% | Add +1.3% | 113,536 | $14.0M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.1% | 112,793 | $13.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -1.2% | 103,288 | $12.7M |
| D.A. Davidson & Co. | 0.10% | Reduce -4.7% | 99,311 | $12.2M |
| Greenline Partners, LLC | 1.63% | Add +3.6% | 93,033 | $11.4M |
| Bfsg, LLC | 1.31% | Reduce -8.2% | 92,177 | $11.3M |
| Allen Wealth Management, LLC | 7.55% | Add +2.2% | 88,876 | $10.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.9% | 88,660 | $10.9M |
| SWAN Capital LLC | 5.27% | Add +52.2% | 87,489 | $10.7M |
| Main Management LLC | 0.88% | Reduce -47.1% | 87,252 | $10.7M |
| Captrust Financial Advisors | 0.03% | Add +0.5% | 85,773 | $10.5M |
| M&T Bank Corp | 0.03% | Reduce -1.4% | 78,530 | $9.6M |
| Roundview Capital LLC | 0.62% | Add +1.3% | 70,036 | $8.6M |
| Sanctuary Advisors, LLC | 0.05% | Add +53.9% | 62,669 | $8.6M |
| Creative Planning | 0.01% | Add +4.1% | 68,530 | $8.4M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -35.6% | 67,663 | $8.3M |
| KCM Investment Advisors LLC | 0.28% | Reduce -0.4% | 66,741 | $8.2M |
| Ameritas Advisory Services, LLC | 0.34% | Add +2.0% | 64,498 | $7.9M |
| Truist Financial Corp. | 0.01% | Add +0.3% | 59,342 | $7.3M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -10.1% | 54,985 | $6.7M |
| Cambridge Associates LLC /Ma/ | 0.23% | No change | 51,188 | $6.3M |
| Gunma Bank,Ltd. | 2.57% | Add +104.0% | 51,000 | $6.2M |
| Syon Capital LLC | 0.55% | Add +25.4% | 50,652 | $6.2M |
| Fifth Third Bancorp | 0.02% | Reduce -12.9% | 50,027 | $6.1M |
| McKinley Carter Wealth Services, Inc. | 0.36% | Add +2.4% | 49,017 | $6.0M |
| Pathstone Holdings, LLC | 0.03% | No change | 48,773 | $6.0M |
| GoalFusion Wealth Management, LLC | 3.27% | Add +8.1% | 48,156 | $5.9M |
| Elgethun Capital Management | 1.33% | Add +0.5% | 46,288 | $5.7M |
| Accel Wealth Management | 1.99% | Add +10.0% | 43,595 | $5.3M |
| Alaska Permanent Fund Corp | 0.08% | No change | 43,000 | $5.3M |
| Citadel Advisors | 0.01% | Reduce -34.3% | 40,637 | $5.0M |
| Clarus Group, Inc. | 2.06% | Add +3.7% | 39,908 | $4.9M |
| Royal Fund Management, LLC | 0.33% | Add +134.8% | 37,728 | $4.7M |
| Shilanski & Associates, Inc. | 1.48% | Add +0.0% | 36,919 | $4.5M |
| Montag A & Associates Inc. | 0.21% | Reduce -12.9% | 35,842 | $4.4M |
| Lido Advisors, LLC | 0.03% | Add +11.8% | 35,961 | $4.4M |
| MML Investors Services, LLC | 0.02% | Reduce -26.5% | 35,821 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -15.2% | 35,141 | $4.3M |
| Keudell/Morrison Wealth Management | 1.17% | Add +7.6% | 35,117 | $4.3M |
| Strengthening Families & Communities, LLC | 1.09% | Add +3.4% | 34,811 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.3% | 34,767 | $4.3M |
| Foundations Investment Advisors, LLC | 0.09% | Reduce -6.3% | 33,252 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.2% | 32,835 | $4.0M |
| Parallel Advisors, LLC | 0.09% | Reduce -1.1% | 32,502 | $4.0M |
| Praetorian Wealth Management, Inc. | 0.98% | Add +0.7% | 32,112 | $3.9M |
| Hollencrest Capital Management | 0.16% | Add +0.4% | 31,321 | $3.8M |
| Twin Focus Capital Partners, LLC | 0.58% | No change | 30,080 | $3.7M |
| Evolution Wealth Advisors, LLC | 0.66% | Reduce -0.7% | 29,830 | $3.7M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -9.5% | 29,726 | $3.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.3% | 29,710 | $3.6M |
| Cresset Asset Management, LLC | 0.01% | Add +6.8% | 29,290 | $3.6M |
| Full Sail Capital, LLC | 0.23% | Reduce -0.1% | 29,462 | $3.6M |
| Blair William & Co. | 0.01% | Reduce -1.4% | 29,406 | $3.6M |
| Anchor Investment Management, LLC | 0.34% | Add +7.9% | 29,045 | $3.6M |
| Callan Capital, LLC | 0.25% | Add +1.0% | 28,908 | $3.5M |
| Johnson Investment Counsel Inc. | 0.03% | Add +1.8% | 28,619 | $3.5M |
| Bank of New York Mellon Corp | 0.00% | Add +20.1% | 28,494 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -47.9% | 28,216 | $3.5M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -2.4% | 28,176 | $3.5M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -2.4% | 28,176 | $3.5M |
| Boxwood Ventures, Inc. | 5.30% | No change | 27,720 | $3.4M |
| Family Firm, Inc. | 0.74% | Add +2.0% | 27,687 | $3.4M |
| RFG Holdings, Inc. | 1.19% | Reduce -5.4% | 27,423 | $3.4M |
| Centaurus Financial, Inc. | 0.21% | Reduce -8.9% | 27,078 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -18.9% | 26,898 | $3.3M |
| Geneos Wealth Management Inc. | 0.13% | Add +0.6% | 26,819 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Add +7.6% | 26,705 | $3.3M |
| Axiom Financial Strategies, LLC | 1.73% | Add +35.5% | 26,697 | $3.3M |
| Delta Financial Group, Inc. | 1.21% | Add +16.8% | 26,588 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +24.7% | 26,444 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -25.1% | 26,233 | $3.2M |
| Synovus Financial Corp. | 0.04% | Add +1.4% | 25,949 | $3.2M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Add +4.1% | 25,706 | $3.1M |
| Richmond Brothers, Inc. | 1.93% | New | 25,572 | $3.1M |
| Silver Coast Investments LLC | 1.15% | Add +11.4% | 25,543 | $3.1M |
| Natixis Advisors, LLC | 0.01% | Add +72.6% | 24,366 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +2.9% | 24,254 | $3.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.9% | 24,224 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 24,102 | $3.0M |
| Noble Family Wealth, LLC | 0.78% | Reduce -12.3% | 23,773 | $2.9M |
| Valmark Advisers, Inc. | 0.05% | Add +11.4% | 23,541 | $2.9M |
| Bokf, NA | 0.05% | Add +0.5% | 22,334 | $2.9M |
| Seamount Financial Group Inc. | 2.15% | Add +0.7% | 23,360 | $2.9M |
| Lebenthal Global Advisors, LLC | 0.58% | Add +455.7% | 23,246 | $2.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.7% | 22,457 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +40.5% | 22,879 | $2.8M |
| Apollon Wealth Management, LLC | 0.08% | Add +6.3% | 22,781 | $2.8M |
| Mariner, LLC | 0.00% | Add +8.1% | 22,604 | $2.8M |
| Cherry Creek Investment Advisors, Inc. | 1.43% | Reduce -12.9% | 22,518 | $2.8M |
| HC Advisors, LLC | 2.24% | Add +8.4% | 22,257 | $2.7M |
| Alexander Labrunerie & Co., Inc. | 1.26% | Reduce -1.3% | 22,172 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +79.6% | 22,097 | $2.7M |
| Financial Freedom, LLC | 1.39% | Add +2.8% | 21,496 | $2.6M |
| CoreCap Advisors, LLC | 0.12% | Add +3.1% | 20,471 | $2.5M |
| Comerica Bank | 0.01% | Reduce -9.7% | 20,406 | $2.5M |
| Salem Investment Counselors Inc. | 0.08% | No change | 20,324 | $2.5M |
| Atlas Capital Advisors Inc. | 0.37% | Reduce -30.5% | 19,833 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.30% | Reduce -15.9% | 19,700 | $2.4M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -52.1% | 19,207 | $2.4M |
| Indie Asset Partners, LLC | 1.75% | No change | 19,106 | $2.3M |
| North Star Asset Management Inc. | 0.10% | Reduce -0.1% | 19,045 | $2.3M |
| Tranquilli Financial Advisor LLC | 1.45% | Reduce -49.4% | 18,934 | $2.3M |
| Brighton Jones LLC | 0.09% | Add +1.1% | 18,471 | $2.3M |
| Sinecera Capital, LLC | 2.68% | Add +10.2% | 18,002 | $2.2M |
| Park National Corp. | 0.08% | Add +3.4% | 17,680 | $2.2M |
| SMI Advisory Services, LLC | 0.48% | Add +0.1% | 16,603 | $2.2M |
| Grove Bank & Trust | 0.32% | Add +0.9% | 17,521 | $2.1M |
| Nvest Financial, LLC | 1.22% | Reduce -2.5% | 17,466 | $2.1M |
| WBH Advisory Inc. | 0.19% | Reduce -1.8% | 16,616 | $2.0M |
| My Personal CFO, LLC | 1.10% | Add +1.1% | 16,455 | $2.0M |
| Independent Financial Group, LLC | 0.07% | Add +13.3% | 16,062 | $2.0M |
| CX Institutional | 0.09% | Add +39.0% | 15,998 | $2.0M |
| Newport Capital Group, LLC | 1.41% | Reduce -0.8% | 15,626 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +155.1% | 15,377 | $1.9M |
| Paragon Financial Partners, Inc. | 1.37% | Add +0.6% | 15,292 | $1.9M |
| Essex Financial Services, Inc. | 0.13% | Reduce -8.5% | 14,776 | $1.9M |
| Cutter & CO Brokerage, Inc. | 0.42% | Add +1.0% | 15,162 | $1.9M |
| Fca Corp. | 0.57% | Add +2.1% | 15,128 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | New | 14,912 | $1.8M |
| Baker Ellis Asset Management LLC | 0.26% | Reduce -8.2% | 14,730 | $1.8M |
| Private Wealth Advisors, LLC | 0.73% | Reduce -0.3% | 14,292 | $1.8M |
| Guidance Capital, Inc. | 0.55% | Add +7.0% | 14,019 | $1.8M |
| Krilogy Financial LLC | 0.12% | Reduce -63.2% | 14,417 | $1.8M |
| TCI Wealth Advisors, Inc. | 0.15% | Reduce -1.1% | 14,393 | $1.8M |
| Concourse Financial Group Securities, Inc. | 0.10% | Add +9.8% | 14,224 | $1.8M |
| Trust Co. of Oklahoma | 0.56% | Add +10.8% | 14,047 | $1.7M |
| Gray Wealth Management Inc. | 0.67% | Add +4.6% | 13,843 | $1.7M |
| O'ROURKE & COMPANY, Inc | 0.84% | Add +10.5% | 13,784 | $1.7M |
| Evanson Asset Management, LLC | 0.12% | Add +18.5% | 13,603 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Add +124.0% | 13,576 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +6.5% | 13,290 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -26.5% | 13,287 | $1.6M |
| FRG Family Wealth Advisors LLC | 0.29% | Reduce -2.6% | 13,160 | $1.6M |
| Ashton Thomas Securities, LLC | 0.31% | Add +5.5% | 13,099 | $1.6M |
| Trinity Legacy Partners, LLC | 0.41% | Add +6.3% | 12,414 | $1.6M |
| Capital Wealth Alliance, LLC | 0.92% | Reduce -10.9% | 12,906 | $1.6M |
| Global Strategic Investment Solutions, LLC | 0.18% | Reduce -0.6% | 12,887 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | New | 12,860 | $1.6M |
| Fifth Third Securities, Inc. | 0.15% | Add +1.8% | 12,762 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.1% | 12,753 | $1.6M |
| Salomon & Ludwin, LLC | 0.16% | Reduce -5.7% | 12,751 | $1.6M |
| FMR LLC | 0.00% | Add +8.3% | 12,450 | $1.5M |
| Stephen J. Garry & Associates, LLC | 1.44% | Reduce -14.6% | 12,406 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -12.0% | 12,336 | $1.5M |
| Citizens Financial Group Inc. | 0.03% | Reduce -0.1% | 12,139 | $1.5M |
| Fiduciary Trust Co | 0.02% | Reduce -23.2% | 12,215 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.4% | 12,212 | $1.5M |
| Sharper & Granite LLC | 0.66% | Reduce -2.3% | 12,087 | $1.5M |
| Sigma Planning Corp | 0.05% | Add +3.6% | 12,067 | $1.5M |
| Citigroup Inc. | 0.00% | Add +37.1% | 11,978 | $1.5M |
| American Institute for Advanced Investment Management, LLP | 1.01% | Reduce -0.5% | 11,501 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -0.4% | 11,426 | $1.4M |
| Delta Investment Management, LLC | 0.28% | Reduce -4.3% | 11,367 | $1.4M |
| Tocqueville Asset Management L.P. | 0.02% | No change | 11,255 | $1.4M |
| Enclave Advisors LLC | 0.23% | — | 11,086 | $1.4M |
| FAS Wealth Partners, Inc. | 0.11% | Add +0.7% | 11,071 | $1.4M |
| Goldstone Financial Group, LLC | 0.23% | Reduce -0.2% | 10,767 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +0.4% | 10,408 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | No change | 10,312 | $1.3M |
| Financial Management Network Inc. | 0.27% | Reduce -3.9% | 9,785 | $1.3M |
| Athena Investment Management | 0.72% | Reduce -0.2% | 10,386 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +77.1% | 10,340 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -0.4% | 10,305 | $1.3M |
| HBW Advisory Services LLC | 0.18% | Add +16.4% | 10,170 | $1.2M |
| Avion Wealth | 0.32% | Reduce -20.6% | 10,108 | $1.2M |
| Provenance Wealth Advisors, LLC | 0.15% | No change | 10,072 | $1.2M |
| Koshinski Asset Management, Inc. | 0.11% | No change | 9,977 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -29.0% | 9,895 | $1.2M |
| Asset Management Group, Inc. | 0.17% | Reduce -0.1% | 9,705 | $1.2M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.1% | 9,698 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -2.6% | 9,662 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.7% | 9,485 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +0.8% | 9,451 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -38.1% | 9,069 | $1.2M |
| Rather & Kittrell, Inc. | 0.28% | Reduce -1.1% | 9,255 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.5% | 9,164 | $1.1M |
| Warner Financial, Inc. | 0.49% | Add +1.1% | 9,031 | $1.1M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.42% | Add +4.8% | 8,765 | $1.1M |
| M Financial Asset Management, Inc. | 4.16% | Reduce -1.3% | 8,756 | $1.1M |
| Sonata Capital Group Inc. | 0.45% | Add +6.2% | 8,620 | $1.1M |
| First Financial Corp. | 0.50% | Reduce -8.2% | 8,518 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +22.8% | 8,502 | $1.0M |
| PFG Advisors | 0.07% | Reduce -5.8% | 8,428 | $1.0M |
| Hoge Financial Services, LLC | 0.77% | Add +1.1% | 8,368 | $1.0M |
| NWF Advisory Services Inc. | 0.15% | Add +8.8% | 8,344 | $1.0M |
| HB Wealth Management, LLC | 0.01% | Reduce -0.9% | 8,190 | $1.0M |
| Prudential Financial Inc. | 0.00% | Reduce -15.1% | 7,982 | $978K |
| Aveo Capital Partners, LLC | 0.10% | Reduce -1.6% | 7,867 | $963K |
| Fee-Only Financial Planning, L.C. | 0.61% | No change | 7,800 | $955K |
| Level Four Advisory Services, LLC | 0.04% | Add +0.6% | 7,655 | $947K |
| Deutsche Bank AG | 0.00% | No change | 7,722 | $946K |
| Choreo, LLC | 0.01% | Add +0.9% | 7,553 | $945K |
| Fisher Asset Management | 0.00% | Reduce -2.7% | 7,698 | $943K |
| Fiduciary Group, LLC | 0.09% | Reduce -3.0% | 7,621 | $933K |
| Mission Wealth Management, LP | 0.02% | Reduce -7.2% | 7,545 | $924K |
| Simmons Bank | 0.07% | No change | 7,543 | $924K |
| First Bancorp, Inc | 0.63% | Reduce -1.3% | 7,407 | $907K |
| Phillips Financial Management, LLC | 0.07% | Reduce -3.0% | 7,398 | $906K |
| AE Wealth Management LLC | 0.01% | Reduce -7.2% | 7,375 | $903K |
| CW Advisors, LLC | 0.01% | Reduce -61.1% | 7,352 | $900K |
| Quantinno Capital Management LP | 0.01% | Add +4.5% | 7,298 | $894K |
| Atticus Wealth Management, LLC | 0.29% | Add +2.1% | 7,293 | $893K |
| Vickerman Investment Advisors, Inc. | 0.26% | Reduce -0.6% | 7,164 | $877K |
| Advisory Services Network, LLC | 0.02% | No change | 6,869 | $876K |
| Checchi Capital Advisers, LLC | 0.06% | No change | 7,113 | $871K |
| Focus Partners Wealth | 0.00% | Add +220.2% | 7,099 | $869K |
| Institute for Wealth Management, LLC. | 0.11% | Reduce -7.8% | 6,979 | $855K |
| Composition Wealth, LLC | 0.02% | Add +13.8% | 6,979 | $855K |
| Cora Capital Advisors LLC | 0.42% | Reduce -2.2% | 6,950 | $851K |
| Financial Perspectives, Inc | 0.29% | Add +0.2% | 6,924 | $848K |
| Glenmede Trust Co. NA | 0.00% | Add +6.6% | 6,868 | $841K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -13.4% | 6,863 | $841K |
| Tyler-Stone Wealth Management | 0.16% | Add +115.6% | 6,816 | $835K |
| RiverFront Investment Group, LLC | 0.02% | New | 6,816 | $835K |
| Sheets Smith Wealth Management | 0.10% | Reduce -37.0% | 6,795 | $832K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -0.1% | 6,778 | $830K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.0% | 6,731 | $824K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +18.0% | 6,316 | $816K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.7% | 6,532 | $800K |
| Blackston Financial Advisory Group, LLC | 0.41% | New | 6,523 | $799K |
| Brookstone Capital Management | 0.01% | Reduce -0.0% | 6,522 | $799K |
| Cambridge Advisors Inc. | 0.17% | Add +1.1% | 6,521 | $799K |
| Cedrus LLC | 0.29% | Add +22.1% | 6,341 | $777K |
| Colony Family Offices, LLC | 0.24% | Reduce -26.9% | 6,261 | $773K |
| Principle Wealth Partners LLC | 0.05% | Reduce -2.2% | 6,299 | $771K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +1.3% | 6,297 | $771K |
| Global Retirement Partners, LLC | 0.02% | Add +12.9% | 6,220 | $762K |
| Raymond James Trust N.A. | 0.02% | No change | 6,185 | $757K |
| Mutual Advisors, LLC | 0.02% | Add +9.9% | 6,012 | $753K |
| Stephens Inc. | 0.01% | No change | 6,144 | $752K |
| Modera Wealth Management, LLC | 0.01% | Add +0.4% | 6,135 | $751K |
| Northern Trust Corp. | 0.00% | Reduce -5.0% | 6,092 | $746K |
| Sandy Spring Bank | 0.03% | Add +22.7% | 6,089 | $746K |
| Commerce Bank | 0.00% | No change | 6,060 | $742K |
| Parsons Capital Management Inc. | 0.05% | No change | 6,030 | $738K |
| Versant Capital Management, Inc | 0.17% | Add +38.4% | 6,003 | $735K |
| Patten & Patten Inc. | 0.05% | Reduce -0.0% | 6,003 | $735K |
| Elevation Capital Advisory, LLC | 0.32% | New | 5,931 | $726K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 5,917 | $725K |
| Focus Financial Network, Inc. | 0.03% | New | 5,859 | $724K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +2.2% | 5,858 | $717K |
| Global Wealth Management, LLC | 0.48% | — | 5,843 | $716K |
| SOL Capital Management CO | 0.08% | Reduce -1.7% | 5,800 | $710K |
| Holderness Investments Co. | 0.15% | Add +0.0% | 5,788 | $709K |
| Franklin Resources Inc. | 0.00% | Reduce -76.4% | 5,344 | $691K |
| Advisors Capital Management, LLC | 0.01% | Add +3.6% | 5,625 | $689K |
| Tranquility Partners, LLC | 0.25% | No change | 5,530 | $677K |
| Madison Wealth Partners, Inc | 0.20% | New | 5,473 | $670K |
| VPR Management LLC | 0.23% | No change | 5,300 | $649K |
| MontVue Capital Management, Inc. | 0.49% | Reduce -0.5% | 5,262 | $644K |
| Kohmann Bosshard Financial Services, LLC | 0.08% | Reduce -16.0% | 5,238 | $641K |
| IHT Wealth Management, LLC | 0.02% | Reduce -10.8% | 5,128 | $629K |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.3% | 5,116 | $627K |
| Center for Financial Planning, Inc. | 0.08% | Add +3.3% | 5,107 | $625K |
| Main Street Financial Solutions, LLC | 0.06% | Reduce -0.8% | 5,103 | $625K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.2% | 5,102 | $625K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 5,039 | $617K |
| Caldwell Sutter Capital, Inc. | 0.29% | No change | 5,000 | $612K |
| Financial Advocates Investment Management | 0.03% | Add +32.1% | 4,963 | $608K |
| Raab & Moskowitz Asset Management LLC | 0.15% | Reduce -7.7% | 4,960 | $607K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.4% | 4,917 | $607K |
| Cypress Wealth Services, LLC | 0.12% | Reduce -2.6% | 4,887 | $599K |
| Strategic Blueprint, LLC | 0.04% | Add +24.6% | 4,872 | $597K |
| Assetmark, Inc. | 0.00% | Add +37.2% | 4,849 | $594K |
| HRT Financial LP | 0.00% | Reduce -79.8% | 4,833 | $591K |
| Allworth Financial LP | 0.00% | Add +7.4% | 4,826 | $591K |
| Capital Insight Partners, LLC | 0.10% | No change | 4,823 | $591K |
| Wealthspire Retirement, LLC | 0.05% | Add +0.3% | 4,795 | $588K |
| Jones Financial Companies LLLP | 0.00% | Add +69.5% | 4,791 | $583K |
| Resonant Capital Advisors, LLC | 0.04% | Reduce -0.5% | 4,662 | $576K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +2.4% | 4,623 | $571K |
| Colonial River Investments, LLC | 0.28% | Add +1.2% | 4,655 | $570K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 4,655 | $570K |
| Axxcess Wealth Management, LLC | 0.01% | Add +0.8% | 4,630 | $567K |
| IVC Wealth Advisors LLC | 0.31% | Add +9.5% | 4,610 | $565K |
| Bray Capital Advisors | 0.14% | Reduce -29.7% | 4,596 | $563K |
| Western Wealth Management, LLC | 0.03% | Reduce -0.1% | 4,464 | $547K |
| Vista Investment Management | 0.21% | Add +10.3% | 4,452 | $545K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +11.1% | 4,450 | $545K |
| Fiduciary Alliance LLC | 0.07% | Add +0.4% | 4,447 | $545K |
| Birchcreek Wealth Management, LLC | 0.35% | Reduce -1.8% | 4,321 | $529K |
| PDS Planning, Inc | 0.05% | Add +0.5% | 4,317 | $529K |
| Hirtle & Co., LLC | 0.02% | No change | 4,238 | $519K |
| Union Savings Bank | 0.25% | Reduce -1.6% | 4,229 | $518K |
| Leavell Investment Management, Inc. | 0.03% | Add +2.8% | 4,190 | $518K |
| Cape Cod Five Cents Savings Bank | 0.05% | No change | 4,196 | $514K |
| Equitable Holdings, Inc. | 0.00% | Add +27.0% | 4,158 | $509K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +0.1% | 4,135 | $506K |
| Wedmont Private Capital | 0.03% | Add +44.3% | 3,871 | $506K |
| Steel Grove Capital Advisors, LLC | 0.07% | No change | 4,090 | $498K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 4,023 | $493K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +0.1% | 4,015 | $492K |
| Compass Financial Group, INC | 0.10% | Reduce -1.0% | 3,967 | $486K |
| Investment Research & Advisory Group, Inc. | 0.20% | No change | 3,965 | $486K |
| Avalon Capital Management | 0.15% | Reduce -2.5% | 3,958 | $485K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +8.2% | 3,956 | $485K |
| WPWealth LLP | 0.10% | No change | 3,947 | $483K |
| UNIVEST FINANCIAL Corp | 0.03% | New | 3,920 | $480K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 3,907 | $478K |
| Scotia Capital Inc. | 0.00% | No change | 3,845 | $471K |
| Summit Financial, LLC | 0.02% | Add +85.3% | 3,792 | $468K |
| Advantage Trust Co | 0.32% | No change | 3,815 | $467K |
| Smith, Moore & Co. | 0.04% | Add +21.2% | 3,807 | $466K |
| Northeast Investment Management | 0.02% | Reduce -18.0% | 3,805 | $466K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -13.0% | 3,804 | $466K |
| US Bancorp \de | 0.00% | Add +5.8% | 3,783 | $463K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 3,740 | $458K |
| Bison Wealth, LLC | 0.07% | Reduce -12.7% | 3,731 | $457K |
| Sittner & Nelson, LLC | 0.20% | No change | 3,730 | $457K |
| Csenge Advisory Group | 0.02% | Reduce -8.0% | 3,478 | $451K |
| Vanguard Group Inc. | 0.00% | Reduce -11.7% | 3,671 | $450K |
| Berkeley Capital Partners, LLC | 0.13% | Reduce -5.6% | 3,652 | $447K |
| BOS Asset Management, LLC | 0.16% | Reduce -2.7% | 3,583 | $439K |
| Northside Capital Management, LLC | 0.07% | No change | 3,538 | $433K |
| Idaho Trust Co | 0.21% | Add +1.6% | 3,529 | $432K |
| Certified Advisory Corp | 0.05% | No change | 3,522 | $431K |
| Pitcairn Co. | 0.03% | New | 3,500 | $429K |
| Arrowroot Family Office, LLC | 0.25% | New | 3,490 | $427K |
| Chatham Capital Group, Inc. | 0.07% | No change | 3,450 | $423K |
| Ted Buchan & Co | 0.20% | Reduce -3.3% | 3,432 | $420K |
| Disciplined Investments, LLC | 0.21% | Add +5.8% | 3,422 | $419K |
| Verus Financial Partners, Inc. | 0.05% | Add +1.6% | 3,293 | $412K |
| Manchester Capital Management LLC | 0.05% | No change | 3,303 | $405K |
| Olistico Wealth, LLC | 0.25% | Reduce -34.3% | 3,277 | $401K |
| Blume Capital Management, Inc. | 0.09% | No change | 3,260 | $399K |
| Total Clarity Wealth Management, Inc. | 0.13% | Reduce -73.9% | 3,231 | $396K |
| CreativeOne Wealth, LLC | 0.01% | Add +18.3% | 3,187 | $390K |
| Cowa, LLC | 0.18% | Reduce -8.8% | 3,158 | $387K |
| Baird Financial Group, Inc. | 0.00% | Reduce -12.3% | 3,095 | $379K |
| Silver Oak Securities, Incorporated | 0.04% | Add +0.8% | 3,217 | $378K |
| Rwa Wealth Partners, LLC | 0.00% | Add +42.6% | 3,064 | $375K |
| Tiaa Trust, National Association | 0.00% | Add +10.8% | 3,055 | $374K |
| SteelPeak Wealth, LLC | 0.02% | Add +30.8% | 3,008 | $372K |
| Black Diamond Financial, LLC | 0.06% | Reduce -0.3% | 2,994 | $367K |
| Independent Wealth Network Inc. | 0.16% | Reduce -1.2% | 2,958 | $362K |
| Tritonpoint Wealth, LLC | 0.03% | New | 2,945 | $362K |
| Harbour Investments, Inc. | 0.01% | No change | 2,949 | $361K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 2,944 | $361K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -3.5% | 2,932 | $359K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -25.6% | 2,900 | $355K |
| LongView Wealth Management | 0.11% | Reduce -9.8% | 2,893 | $354K |
| McClarren Financial Advisors, Inc. | 0.04% | Add +47.1% | 1,500 | $353K |
| Garde Capital, Inc. | 0.02% | No change | 2,884 | $353K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -29.8% | 2,870 | $351K |
| SC&H Financial Advisors, Inc. | 0.08% | Reduce -31.4% | 2,841 | $348K |
| BSW Wealth Partners | 0.05% | No change | 2,789 | $342K |
| Panoramic Investment Advisors, LLC | 0.23% | — | 2,777 | $340K |
| Yoder Wealth Management, Inc. | 0.20% | No change | 2,754 | $337K |
| Collaborative Wealth Managment Inc. | 0.15% | Reduce -2.8% | 2,746 | $336K |
| Trust Point Inc. | 0.03% | No change | 2,731 | $334K |
| IFP Advisors, Inc | 0.01% | Reduce -6.1% | 2,722 | $333K |
| Kovack Advisors, Inc. | 0.04% | Add +29.1% | 2,701 | $331K |
| Renaissance Technologies | 0.00% | New | 2,700 | $331K |
| Chemistry Wealth Management LLC | 0.08% | No change | 2,699 | $331K |
| One Charles Private Wealth Services, LLC | 0.13% | Reduce -6.4% | 2,696 | $330K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -5.4% | 2,615 | $320K |
| Two Sigma Securities, LLC | 0.03% | New | 2,591 | $317K |
| WMG Financial Advisors, LLC | 0.14% | No change | 2,579 | $316K |
| Edge Capital Group, LLC | 0.01% | No change | 2,575 | $315K |
| RBA Wealth Management, LLC | 0.12% | Add +5.0% | 2,564 | $314K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -3.4% | 2,551 | $311K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 2,530 | $310K |
| Myecfo, LLC | 0.17% | Add +0.4% | 2,517 | $308K |
| Clearstead Advisors, LLC | 0.00% | Add +0.2% | 2,504 | $307K |
| Gibson Wealth Advisors LLC | 0.25% | No change | 2,500 | $306K |
| TD Private Client Wealth LLC | 0.01% | Reduce -17.8% | 2,492 | $305K |
| Prostatis Group LLC | 0.10% | Add +18.4% | 2,485 | $304K |
| Bank of Montreal | 0.00% | Reduce -6.0% | 2,495 | $304K |
| Sentinel Trust Co. Lba | 0.03% | Reduce -33.7% | 2,448 | $300K |
| Caitlin John, LLC | 0.19% | Reduce -10.5% | 2,257 | $298K |
| National Bank of Canada | 0.00% | Reduce -2.6% | 2,425 | $297K |
| Clarity Financial LLC | 0.03% | New | 2,403 | $294K |
| Strait & Sound Wealth Management LLC | 0.14% | New | 2,394 | $293K |
| Arkadios Wealth Advisors | 0.02% | Add +2.5% | 2,392 | $293K |
| Principal Securities, Inc. | 0.01% | Add +19.8% | 2,359 | $289K |
| Bailard, Inc. | 0.01% | Reduce -0.5% | 2,355 | $288K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.9% | 2,349 | $288K |
| Howard Wealth Management, LLC | 0.17% | Reduce -0.8% | 2,333 | $286K |
| Soltis Investment Advisors LLC | 0.03% | Add +38.7% | 2,331 | $285K |
| Exchange Capital Management, Inc. | 0.04% | New | 2,303 | $282K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -17.3% | 2,266 | $277K |
| Financial & Tax Architects, LLC | 0.07% | Reduce -11.1% | 2,259 | $277K |
| Precedent Wealth Partners, LLC | 0.09% | Reduce -16.1% | 2,246 | $275K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -4.2% | 2,242 | $275K |
| Caprock Group, LLC | 0.01% | Reduce -5.7% | 2,177 | $269K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -11.8% | 2,193 | $269K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -5.0% | 2,185 | $268K |
| Triumph Capital Management | 0.10% | New | 2,160 | $267K |
| Welch & Forbes LLC | 0.00% | Reduce -18.7% | 2,178 | $267K |
| Welch Group, LLC | 0.01% | No change | 2,167 | $265K |
| Modern Wealth Management, LLC | 0.02% | New | 2,160 | $265K |
| Firestone Capital Management | 0.07% | No change | 2,150 | $263K |
| Boltwood Capital Management | 0.08% | Add +18.5% | 2,145 | $263K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -30.3% | 2,133 | $261K |
| Hanover Advisors Inc. | 0.11% | Reduce -1.7% | 2,116 | $259K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 2,100 | $257K |
| Hilltop Holdings Inc. | 0.02% | New | 2,078 | $254K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 2,069 | $253K |
| Woodward Diversified Capital, LLC | 0.16% | Reduce -74.0% | 2,065 | $253K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -13.8% | 2,063 | $253K |
| Opus Capital Group, LLC | 0.03% | Add +0.2% | 2,052 | $251K |
| Plan Group Financial, LLC | 0.13% | No change | 2,049 | $251K |
| Northeast Financial Consultants Inc | 0.01% | No change | 2,006 | $246K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Reduce -16.6% | 2,002 | $245K |
| FLC Capital Advisors | 0.06% | No change | 2,000 | $245K |
| Simplicity Wealth,LLC | 0.02% | Reduce -94.3% | 2,000 | $245K |
| Hoxton Planning & Management, LLC | 0.09% | New | 1,985 | $243K |
| SignalPoint Asset Management, LLC | 0.06% | New | 1,988 | $242K |
| PFG Investments, LLC | 0.02% | New | 1,945 | $238K |
| Cwm, LLC | 0.00% | Add +195.0% | 1,935 | $237K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.1% | 1,918 | $237K |
| First PREMIER Bank | 0.06% | Reduce -21.2% | 1,916 | $235K |
| Northstar Advisory Group, LLC | 0.12% | Reduce -72.0% | 1,918 | $235K |
| Trinity Financial Advisors LLC | 0.10% | Add +0.7% | 2,059 | $232K |
| Diversified Trust Co. | 0.01% | Add +17.8% | 1,888 | $231K |
| BlackRock, Inc. | 0.00% | — | 1,884 | $231K |
| WMS Partners, LLC | 0.01% | Add +0.6% | 1,879 | $230K |
| BNC Wealth Management, LLC | 0.08% | Reduce -10.8% | 1,865 | $228K |
| Bogart Wealth, LLC | 0.01% | No change | 1,844 | $226K |
| Petix & Botte Co | 0.06% | No change | 1,844 | $226K |
| Grandview Asset Management LLC | 0.13% | Add +5.5% | 1,838 | $225K |
| Intellectus Partners, LLC | 0.06% | Add +0.5% | 1,783 | $220K |
| Jacobi Capital Management LLC | 0.02% | Reduce -9.2% | 1,798 | $220K |
| Pure Financial Advisors, LLC | 0.01% | New | 1,795 | $220K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -38.9% | 1,794 | $220K |
| Sequent Planning LLC | 0.08% | Add +3.3% | 1,781 | $218K |
| First Personal Financial Services | 0.05% | No change | 1,780 | $218K |
| Rosenberg Matthew Hamilton | 0.06% | Reduce -3.7% | 1,779 | $218K |
| Pinnacle Associates Ltd. | 0.00% | New | 1,857 | $218K |
| Drive Wealth Management, LLC | 0.06% | Add +0.5% | 1,758 | $217K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Reduce -11.4% | 1,767 | $216K |
| Boston Family Office LLC | 0.01% | No change | 1,759 | $215K |
| Twelve Points Wealth Management LLC | 0.07% | Reduce -0.1% | 1,745 | $214K |
| Optimist Retirement Group LLC | 0.10% | Add +0.2% | 1,732 | $212K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -99.3% | 1,708 | $209K |
| NewEdge Wealth, LLC | 0.00% | Reduce -11.7% | 1,706 | $209K |
| Hardin Capital Partners, LLC | 0.12% | Add +0.2% | 1,640 | $209K |
| &partners | 0.00% | New | 1,683 | $206K |
| Falcon Wealth Planning | 0.02% | New | 1,658 | $203K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 1,651 | $202K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 1,650 | $202K |
| Roberts Wealth Advisors, LLC | 0.07% | New | 1,579 | $201K |
| Blue Trust, Inc. | 0.00% | Add +0.5% | 1,536 | $196K |
| TD Capital Management LLC | 0.02% | Add +0.6% | 1,539 | $189K |
| Kings Path Partners LLC | 0.08% | No change | 1,532 | $188K |
| Covestor Ltd | 0.12% | Reduce -25.0% | 1,511 | $185K |
| BNP Paribas Financial Markets | 0.00% | Reduce -70.4% | 1,454 | $178K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,424 | $174K |
| North Star Investment Management Corp. | 0.01% | Add +0.1% | 1,371 | $168K |
| Colonial Trust Co / SC | 0.03% | No change | 1,356 | $166K |
| Farther Finance Advisors, LLC | 0.01% | No change | 1,356 | $166K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,300 | $159K |
| FNY Investment Advisers, LLC | 0.08% | New | 1,300 | $159K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +0.1% | 1,284 | $157K |
| JFS Wealth Advisors, LLC | 0.01% | New | 1,250 | $153K |
| Investors Research Corp | 0.03% | Add +4.9% | 1,211 | $148K |
| Continuum Advisory, LLC | 0.02% | No change | 1,106 | $147K |
| Coppell Advisory Solutions LLC | 0.02% | Add +8.0% | 1,178 | $143K |
| Security National Bank | 0.02% | No change | 1,170 | $143K |
| City State Bank | 0.05% | Add +0.3% | 1,167 | $143K |
| Arlington Trust Co LLC | 0.03% | No change | 1,150 | $141K |
| AdvisorNet Financial, Inc | 0.01% | Add +12.9% | 1,128 | $138K |
| Mitchell Sinkler & Starr | 0.03% | No change | 1,126 | $138K |
| GeoWealth Management, LLC | 0.00% | New | 1,104 | $135K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +7.8% | 1,097 | $134K |
| Roble, Belko & Company, Inc | 0.02% | No change | 1,083 | $133K |
| Signaturefd, LLC | 0.00% | Add +5.6% | 1,001 | $123K |
| WFA Asset Management Corp | 0.07% | Add +0.3% | 992 | $122K |
| NorthRock Partners, LLC | 0.00% | Add +3.8% | 990 | $121K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Add +0.3% | 977 | $121K |
| First Horizon Advisors, Inc. | 0.00% | Add +0.3% | 980 | $120K |
| Beacon Capital Management, LLC | 0.02% | No change | 951 | $116K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.1% | 910 | $111K |
| Quadrant Capital Group LLC | 0.01% | Add +79.2% | 905 | $111K |
| Spire Wealth Management | 0.00% | Reduce -25.6% | 882 | $108K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.5% | 848 | $103K |
| Strategic Investment Solutions, Inc. | 0.03% | Reduce -53.4% | 839 | $103K |
| Cedar Wealth Management, LLC | 0.03% | Reduce -1.9% | 817 | $100K |
| Tompkins Financial Corp. | 0.01% | No change | 800 | $98K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -2.4% | 746 | $91K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -25.1% | 745 | $91K |
| Lanark Financial, Inc. | 0.01% | Add +9.2% | 748 | $91K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 743 | $91K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -31.4% | 705 | $86K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 671 | $82K |
| Kathleen S. Wright Associates Inc. | 0.03% | No change | 645 | $79K |
| Trust Co. of Vermont | 0.00% | No change | 600 | $73K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -83.3% | 600 | $73K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -3.6% | 596 | $73K |
| McIlrath & Eck, LLC | 0.01% | No change | 596 | $73K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 580 | $71K |
| Qube Research & Technologies Ltd | 0.00% | Add +68.2% | 577 | $71K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +54.0% | 570 | $70K |
| Robinswood Financial LLC | 0.03% | Reduce -8.3% | 550 | $67K |
| SJS Investment Consulting Inc. | 0.01% | No change | 540 | $66K |
| TruNorth Capital Management, LLC | 0.02% | No change | 500 | $61K |
| Davis Capital Management | 0.05% | No change | 488 | $60K |
| Founders Financial Alliance, LLC | 0.02% | Add +34.2% | 483 | $59K |
| LRI Investments, LLC | 0.01% | New | 440 | $58K |
| Tortoise Investment Management, LLC | 0.01% | Add +111.7% | 451 | $55K |
| Banque Cantonale Vaudoise | 0.00% | New | 393 | $48K |
| Abound Wealth Management | 0.02% | Reduce -12.7% | 386 | $47K |
| Coastline Trust Co | 0.01% | Reduce -82.4% | 370 | $45K |
| Evermay Wealth Management LLC | 0.01% | No change | 356 | $44K |
| Cranbrook Wealth Management, LLC | 0.01% | New | 356 | $44K |
| Global Financial Private Client, LLC | 0.02% | Add +9.0% | 339 | $42K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.3% | 334 | $41K |
| Key Financial Inc | 0.01% | No change | 330 | $40K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 277 | $34K |
| Capital Analysts, LLC | 0.00% | Add +7.1% | 257 | $31K |
| Gables Capital Management Inc. | 0.01% | No change | 239 | $29K |
| Realta Investment Advisors | 0.01% | Reduce -49.8% | 226 | $29K |
| GAMMA Investing LLC | 0.00% | No change | 236 | $29K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 217 | $27K |
| West Branch Capital LLC | 0.01% | No change | 216 | $26K |
| Bank of New Hampshire | 0.01% | No change | 210 | $26K |
| Gleason Group, Inc. | 0.00% | Add +1.0% | 208 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 203 | $25K |
| Russell Investments Group, Ltd. | 0.00% | New | 203 | $25K |
| CVA Family Office, LLC | 0.00% | No change | 200 | $24K |
| HM Payson & Co. | 0.00% | No change | 200 | $24K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.5% | 197 | $24K |
| MilWealth Group LLC | 0.01% | Add +0.5% | 185 | $23K |
| Private Wealth Management Group, LLC | 0.01% | Add +0.6% | 181 | $22K |
| BBJS Financial Advisors, LLC | 0.01% | Add +0.6% | 181 | $22K |
| Matrix Private Capital Group LLC | 0.01% | Add +0.6% | 179 | $22K |
| Mather Group, Llc. | 0.00% | Reduce -50.4% | 175 | $21K |
| Darwin Wealth Management, LLC | 0.01% | New | 155 | $19K |
| Macroview Investment Management LLC | 0.02% | Add +0.7% | 155 | $19K |
| Northwest Capital Management Inc | 0.01% | No change | 152 | $19K |
| MCF Advisors LLC | 0.00% | Add +0.7% | 149 | $18K |
| Briaud Financial Planning Inc | 0.01% | No change | 155 | $18K |
| Archer Investment Corp | 0.00% | No change | 142 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 128 | $16K |
| Fourpath Capital Management, LLC | 0.00% | New | 120 | $15K |
| Winch Advisory Services, LLC | 0.00% | Add +0.8% | 119 | $15K |
| Hara Capital LLC | 0.01% | Reduce -96.3% | 118 | $15K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 108 | $14K |
| Rakuten Securities, Inc. | 0.01% | Add +24.1% | 108 | $13K |
| St Germain D J Co. Inc. | 0.00% | Reduce -32.3% | 105 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 104 | $13K |
| NFSG Corp | 0.00% | No change | 103 | $13K |
| Lindbrook Capital, LLC | 0.00% | New | 100 | $12K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 100 | $12K |
| Flputnam Investment Management Co. | 0.00% | No change | 100 | $12K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 100 | $12K |
| Hantz Financial Services, Inc. | 0.00% | Add +41.4% | 99 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 96 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 89 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.2% | 83 | $10K |
| PrairieView Partners, LLC | 0.00% | No change | 84 | $10K |
| Main Street Group, LTD | 0.00% | No change | 80 | $10K |
| Ancora Advisors LLC | 0.00% | Add +86.0% | 80 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 78 | $10K |
| Elevate Wealth Advisory, Inc. | 0.01% | New | 77 | $10K |
| FWL Investment Management, LLC | 0.00% | New | 77 | $9K |
| Arrow Financial Corp | 0.00% | Reduce -50.0% | 75 | $9K |
| Gen-Wealth Partners Inc | 0.00% | New | 74 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 73 | $9K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 68 | $8K |
| HighMark Wealth Management LLC | 0.00% | Reduce -2.9% | 68 | $8K |
| Tsfg, LLC | 0.00% | Add +1.6% | 63 | $8K |
| Raffa Wealth Management, LLC | 0.00% | No change | 62 | $8K |
| Biltmore Family Office, LLC | 0.00% | Add +100.0% | 58 | $7K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 53 | $6K |
| Avior Wealth Management, LLC | 0.00% | Reduce -59.5% | 53 | $6K |
| Nemes Rush Group LLC | 0.00% | New | 49 | $6K |
| Paladin Advisory Group, LLC | 0.00% | No change | 52 | $6K |
| Rice Partnership, LLC | 0.00% | No change | 50 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 50 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 53 | $6K |
| Private Trust Co. NA | 0.00% | Add +6.7% | 48 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 47 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 41 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 42 | $5K |
| SYM FINANCIAL Corp | 0.00% | New | 39 | $5K |
| Painted Porch Advisors LLC | 0.00% | New | 38 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 38 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -95.1% | 34 | $4K |
| Wolff Wiese Magana LLC | 0.00% | New | 32 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 32 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 30 | $4K |
| Cullen/Frost Bankers, Inc. | 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 |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 20 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 14 | $2K |
| Sound Income Strategies, LLC | 0.00% | Add +50.0% | 9 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 5 | $1K |
| Activest Wealth Management | 0.00% | No change | 7 | $857 |
| Highline Wealth Partners LLC | 0.00% | New | 6 | $735 |
| Peterson Financial Group, Inc. | 0.00% | New | 2 | $295 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 1 | $122 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1 | $107 |
"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.