Vanguard Energy ETFVDEETF
13F holders, Q4 2024 (December 31)693holders +69
75new positions
48sold out
4famous investors
$121.22avg. 13F price*
At the end of Q4 2024, 693 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, up 69 from Q3 2024. 75 opened new positions and 48 sold out. The largest holders were Bank of America Corp. ($304.1M), Morgan Stanley ($203.6M) and UBS Group AG ($165.6M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Energy ETF
- CUSIP
- 92204A306
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $105.1M |
| Exits | 48 | $63.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,023,553 shares bought and 1,005,591 shares sold, net +1,017,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 693 holders
| Bank of America Corp. | 0.03% | Add +3.6% | 2,507,123 | $304.1M |
| Morgan Stanley | 0.01% | Reduce -1.4% | 1,678,045 | $203.6M |
| UBS Group AG | 0.04% | Add +2.8% | 1,365,237 | $165.6M |
| Wells Fargo & Company | 0.03% | Add +19.7% | 1,180,874 | $143.3M |
| Wealthfront Advisers LLC | 0.35% | Reduce -1.6% | 976,529 | $118.5M |
| Beacon Capital Management, Inc. | 4.63% | Reduce -2.0% | 880,112 | $106.8M |
| Manufacturers Life Insurance Company, The | 0.09% | Add +1.4% | 863,094 | $104.7M |
| LPL Financial LLC | 0.03% | Add +10.9% | 611,511 | $74.2M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.7% | 479,695 | $58.2M |
| Royal Bank of Canada | 0.01% | Add +2.6% | 404,270 | $49.0M |
| PGIM Custom Harvest LLC | 0.88% | Add +19.9% | 369,936 | $44.9M |
| SCS Capital Management LLC | 0.85% | Reduce -1.4% | 341,019 | $41.4M |
| Stifel Financial Corp. | 0.04% | Reduce -5.0% | 312,625 | $37.9M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -7.6% | 299,849 | $36.4M |
| Raymond James Financial Inc. | 0.01% | — | 263,253 | $31.9M |
| Cetera Investment Advisers | 0.06% | Add +1.9% | 243,190 | $29.5M |
| HighTower Advisors, LLC | 0.03% | Add +4.3% | 205,185 | $24.9M |
| Ameriprise Financial Inc. | 0.01% | Add +20.6% | 204,002 | $24.7M |
| Empower Advisory Group, LLC | 0.08% | Add +3.1% | 197,841 | $24.0M |
| Quadrature Capital Ltd | 0.48% | New | 197,818 | $24.0M |
| Corient Private Wealth LP | 0.03% | Reduce -2.4% | 167,110 | $20.3M |
| Osaic Holdings, Inc. | 0.04% | Add +20.4% | 186,559 | $19.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.0% | 138,564 | $16.8M |
| Evergreen Capital Management LLC | 0.54% | Reduce -0.3% | 136,212 | $16.5M |
| Greenwood Gearhart LLC | 1.12% | Add +17.3% | 134,340 | $16.3M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -0.1% | 125,917 | $15.2M |
| Zuckerman Investment Group, LLC | 1.46% | Add +1.9% | 122,547 | $15.2M |
| Parcion Private Wealth LLC | 1.15% | New | 124,480 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.7% | 121,435 | $14.7M |
| TrueWealth Financial Partners | 9.08% | Reduce -1.1% | 120,599 | $14.6M |
| CMH Wealth Management LLC | 3.22% | Add +2.1% | 115,955 | $14.1M |
| Estate Counselors, LLC | 1.46% | New | 112,880 | $13.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -3.8% | 108,483 | $13.2M |
| SWAN Capital LLC | 6.36% | Add +22.8% | 107,425 | $13.0M |
| Intellus Advisors LLC | 2.22% | — | 105,619 | $12.8M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +1.8% | 105,130 | $12.8M |
| Cambridge Associates LLC /Ma/ | 0.40% | Add +103.0% | 103,901 | $12.6M |
| D.A. Davidson & Co. | 0.10% | Add +0.7% | 100,019 | $12.1M |
| Greenline Partners, LLC | 1.68% | Add +6.5% | 99,033 | $12.0M |
| Captrust Financial Advisors | 0.03% | Add +8.4% | 92,999 | $11.3M |
| Allen Wealth Management, LLC | 7.80% | Add +1.0% | 89,747 | $10.9M |
| Tudor Investment Corporation | 0.11% | New | 87,798 | $10.7M |
| Bfsg, LLC | 1.23% | Reduce -5.6% | 87,029 | $10.6M |
| Mercer Global Advisors Inc. | 0.03% | Add +284.1% | 86,258 | $10.5M |
| M&T Bank Corp | 0.03% | Add +3.3% | 81,125 | $9.8M |
| Creative Planning | 0.01% | Reduce -0.4% | 68,283 | $8.3M |
| Sanctuary Advisors, LLC | 0.05% | Add +2.7% | 64,363 | $8.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -0.8% | 67,147 | $8.1M |
| Roundview Capital LLC | 0.56% | Reduce -6.3% | 65,641 | $8.0M |
| KCM Investment Advisors LLC | 0.26% | Reduce -6.8% | 62,179 | $7.5M |
| Truist Financial Corp. | 0.01% | Reduce -0.1% | 59,265 | $7.2M |
| Evelyn Partners Asset Management Ltd | 1.86% | — | 56,857 | $6.9M |
| Evolution Wealth Advisors, LLC | 1.15% | Add +89.5% | 56,520 | $6.9M |
| Ameritas Advisory Services, LLC | 0.23% | Reduce -13.2% | 55,996 | $6.8M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -1.8% | 54,017 | $6.6M |
| Gunma Bank,Ltd. | 2.08% | Add +2.0% | 52,000 | $6.3M |
| GoalFusion Wealth Management, LLC | 3.36% | Add +5.7% | 50,880 | $6.2M |
| McKinley Carter Wealth Services, Inc. | 0.37% | Add +2.7% | 50,338 | $6.1M |
| Syon Capital LLC | 0.55% | Reduce -1.4% | 49,946 | $6.1M |
| MML Investors Services, LLC | 0.02% | Add +37.9% | 49,384 | $6.0M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.2% | 48,697 | $5.9M |
| Elgethun Capital Management | 1.42% | Add +4.3% | 48,273 | $5.9M |
| Accel Wealth Management | 2.19% | Add +9.3% | 47,627 | $5.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -46.4% | 47,511 | $5.8M |
| Choreo, LLC | 0.08% | Add +524.5% | 47,168 | $5.6M |
| Fifth Third Bancorp | 0.02% | Reduce -7.8% | 46,114 | $5.6M |
| Alaska Permanent Fund Corp | 0.08% | No change | 43,000 | $5.2M |
| National Philanthropic Trust | 0.07% | New | 42,860 | $5.2M |
| Royal Fund Management, LLC | 0.56% | Add +11.7% | 42,132 | $5.2M |
| Bleakley Financial Group, LLC | 0.15% | Add +41.0% | 41,910 | $5.1M |
| Tocqueville Asset Management L.P. | 0.08% | Add +265.6% | 41,148 | $5.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +52.7% | 41,073 | $5.0M |
| Independent Advisor Alliance | 0.07% | New | 40,621 | $4.9M |
| Strengthening Families & Communities, LLC | 2.61% | Add +8.8% | 37,890 | $4.6M |
| Lido Advisors, LLC | 0.03% | Add +4.5% | 37,569 | $4.6M |
| Shilanski & Associates, Inc. | 1.46% | Add +1.3% | 37,381 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.8% | 36,429 | $4.4M |
| Montag A & Associates Inc. | 0.21% | Add +0.0% | 35,846 | $4.3M |
| Keudell/Morrison Wealth Management | 1.10% | Reduce -0.7% | 34,883 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -1.8% | 34,515 | $4.2M |
| Kera Capital Partners, Inc. | 1.20% | — | 34,232 | $4.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +2.9% | 34,212 | $4.2M |
| Praetorian Wealth Management, Inc. | 1.01% | Add +6.3% | 34,138 | $4.1M |
| Axiom Financial Strategies, LLC | 2.25% | Add +24.8% | 33,312 | $4.0M |
| Parallel Advisors, LLC | 0.09% | Add +1.9% | 33,121 | $4.0M |
| Citadel Advisors | 0.00% | Reduce -18.9% | 32,946 | $4.0M |
| Twin Focus Capital Partners, LLC | 0.58% | Add +7.1% | 32,210 | $3.9M |
| Hollencrest Capital Management | 0.15% | Add +1.0% | 31,631 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +3.3% | 30,680 | $3.7M |
| Anchor Investment Management, LLC | 0.35% | Add +5.4% | 30,603 | $3.7M |
| Centaurus Financial, Inc. | 0.22% | Add +10.8% | 30,004 | $3.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Add +406.8% | 29,987 | $3.6M |
| Delta Financial Group, Inc. | 0.83% | Add +10.1% | 29,265 | $3.5M |
| Richmond Brothers, Inc. | 2.27% | Add +14.3% | 29,232 | $3.5M |
| Atria Investments, Inc | 0.04% | Add +11.1% | 29,151 | $3.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.0% | 29,059 | $3.5M |
| Family Firm, Inc. | 0.78% | Add +4.9% | 29,041 | $3.5M |
| Callan Capital, LLC | 0.26% | Reduce -0.4% | 28,795 | $3.5M |
| Johnson Investment Counsel Inc. | 0.03% | Add +0.3% | 28,719 | $3.5M |
| AE Wealth Management LLC | 0.03% | Add +281.7% | 28,153 | $3.4M |
| Full Sail Capital, LLC | 0.22% | Reduce -4.6% | 28,110 | $3.4M |
| Boxwood Ventures, Inc. | 4.50% | No change | 27,720 | $3.4M |
| Blair William & Co. | 0.01% | Reduce -6.8% | 27,394 | $3.3M |
| CX Institutional | 0.13% | Add +69.3% | 27,079 | $3.3M |
| Geneos Wealth Management Inc. | 0.11% | Add +0.7% | 27,005 | $3.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -4.4% | 26,927 | $3.3M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -4.4% | 26,927 | $3.3M |
| Renaissance Technologies | 0.00% | Add +885.2% | 26,600 | $3.2M |
| Apollon Wealth Management, LLC | 0.07% | Add +15.7% | 26,350 | $3.2M |
| Lebenthal Global Advisors, LLC | 0.58% | Add +13.2% | 26,323 | $3.2M |
| Silver Coast Investments LLC | 1.20% | Add +2.2% | 26,094 | $3.2M |
| RFG Holdings, Inc. | 1.03% | Reduce -6.5% | 25,638 | $3.1M |
| MassMutual Private Wealth & Trust, FSB | 0.09% | Reduce -0.3% | 25,616 | $3.1M |
| Mariner, LLC | 0.01% | Add +12.6% | 25,442 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -7.5% | 24,467 | $3.0M |
| Valmark Advisers, Inc. | 0.05% | Add +2.9% | 24,223 | $2.9M |
| Seamount Financial Group Inc. | 2.03% | Add +3.5% | 24,182 | $2.9M |
| Natixis Advisors, LLC | 0.01% | Reduce -1.0% | 24,115 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.4% | 23,765 | $2.9M |
| HC Advisors, LLC | 2.29% | Add +5.5% | 23,491 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.08% | Add +2.1% | 23,360 | $2.8M |
| Alexander Labrunerie & Co., Inc. | 1.26% | Add +4.9% | 23,255 | $2.8M |
| GTS Securities LLC | 0.14% | New | 23,197 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.7% | 23,081 | $2.8M |
| Cherry Creek Investment Advisors, Inc. | 1.36% | Add +1.0% | 22,735 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -31.9% | 22,352 | $2.8M |
| Bokf, NA | 0.05% | Reduce -1.8% | 21,938 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -6.8% | 22,601 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.1% | 22,553 | $2.7M |
| Transform Wealth, LLC | 0.15% | New | 22,406 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +64.9% | 21,911 | $2.7M |
| Financial Freedom, LLC | 1.39% | Add +1.3% | 21,783 | $2.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -23.7% | 21,729 | $2.6M |
| CoreCap Advisors, LLC | 0.12% | Add +5.7% | 21,644 | $2.6M |
| Comerica Bank | 0.01% | Add +4.2% | 21,257 | $2.6M |
| Avos Capital Management, LLC | 2.08% | — | 20,405 | $2.6M |
| Uptown Financial Advisors LLC | 2.73% | — | 20,901 | $2.5M |
| Noble Family Wealth, LLC | 0.69% | Reduce -11.8% | 20,970 | $2.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -29.8% | 20,567 | $2.5M |
| My Personal CFO, LLC | 1.27% | Add +24.5% | 20,485 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.3% | 20,206 | $2.5M |
| Smallwood Wealth Investment Management, LLC | 1.67% | New | 19,964 | $2.4M |
| Stapp Wealth Management, PLLC | 3.73% | New | 19,732 | $2.4M |
| Capital Advisors, Ltd. LLC | 0.30% | No change | 19,700 | $2.4M |
| Exchange Traded Concepts, LLC | 0.05% | Add +0.9% | 19,384 | $2.4M |
| North Forty Two & Co. | 2.70% | — | 19,287 | $2.3M |
| Founders Grove Wealth Partners, LLC | 0.68% | — | 19,224 | $2.3M |
| Tranquilli Financial Advisor LLC | 1.47% | Add +1.3% | 19,182 | $2.3M |
| Atlas Capital Advisors Inc. | 0.29% | Reduce -4.1% | 19,022 | $2.3M |
| North Star Asset Management Inc. | 0.10% | Reduce -0.6% | 18,934 | $2.3M |
| Brighton Jones LLC | 0.07% | Add +1.7% | 18,777 | $2.3M |
| Indie Asset Partners, LLC | 1.78% | Reduce -2.0% | 18,726 | $2.3M |
| Synovus Financial Corp. | 0.03% | Reduce -30.1% | 18,127 | $2.2M |
| Park National Corp. | 0.08% | Add +0.7% | 17,795 | $2.2M |
| World Investment Advisors | 0.06% | New | 16,842 | $2.0M |
| Newport Capital Group, LLC | 1.50% | Add +7.5% | 16,799 | $2.0M |
| Nvest Financial, LLC | 1.01% | Reduce -6.2% | 16,384 | $2.0M |
| O'ROURKE & COMPANY, Inc | 0.97% | Add +18.4% | 16,323 | $2.0M |
| WBH Advisory Inc. | 0.18% | Reduce -2.2% | 16,247 | $2.0M |
| Fifth Third Securities, Inc. | 0.17% | Add +25.9% | 16,074 | $1.9M |
| Merriman Wealth Management, LLC | 0.08% | New | 16,063 | $1.9M |
| Gray Wealth Management Inc. | 0.74% | Add +15.5% | 15,994 | $1.9M |
| Citigroup Inc. | 0.00% | Add +29.8% | 15,550 | $1.9M |
| FMR LLC | 0.00% | Add +24.3% | 15,476 | $1.9M |
| Grove Bank & Trust | 0.26% | Reduce -11.7% | 15,465 | $1.9M |
| Concourse Financial Group Securities, Inc. | 0.11% | Add +1.8% | 14,478 | $1.9M |
| Baker Ellis Asset Management LLC | 0.27% | Add +4.1% | 15,330 | $1.9M |
| Fca Corp. | 0.58% | Add +0.9% | 15,272 | $1.9M |
| Bonfire Financial | 1.67% | — | 15,178 | $1.8M |
| Elite Financial, Inc. | 0.97% | — | 14,832 | $1.8M |
| Ashton Thomas Securities, LLC | 0.49% | Add +11.8% | 14,643 | $1.8M |
| Independent Financial Group, LLC | 0.06% | Reduce -9.0% | 14,610 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +50.6% | 14,547 | $1.8M |
| Private Wealth Advisors, LLC | 0.75% | Reduce -0.5% | 14,221 | $1.7M |
| Essex Financial Services, Inc. | 0.12% | Reduce -5.9% | 13,908 | $1.7M |
| Trust Co. of Oklahoma | 0.54% | Reduce -1.2% | 13,877 | $1.7M |
| Paragon Financial Partners, Inc. | 1.26% | Reduce -9.7% | 13,813 | $1.7M |
| Evanson Asset Management, LLC | 0.11% | Add +0.7% | 13,694 | $1.7M |
| Quantinno Capital Management LP | 0.02% | Add +84.6% | 13,471 | $1.6M |
| Bessemer Group Inc. | 0.00% | No change | 13,290 | $1.6M |
| FRG Family Wealth Advisors LLC | 0.29% | Add +0.6% | 13,240 | $1.6M |
| TCI Wealth Advisors, Inc. | 0.13% | Reduce -9.0% | 13,094 | $1.6M |
| Global Strategic Investment Solutions, LLC | 0.18% | Add +0.9% | 13,000 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | No change | 12,860 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.8% | 12,855 | $1.6M |
| Evelyn Partners Investment Management Services Ltd | 0.27% | — | 12,796 | $1.6M |
| Salomon & Ludwin, LLC | 0.16% | Reduce -0.1% | 12,739 | $1.5M |
| Capital Wealth Alliance, LLC | 0.88% | Reduce -1.3% | 12,736 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Add +23.1% | 12,725 | $1.5M |
| Partners Wealth Management, LLC | 1.75% | — | 12,717 | $1.5M |
| Sharper & Granite LLC | 0.66% | Add +2.8% | 12,428 | $1.5M |
| Trinity Legacy Partners, LLC | 0.38% | Reduce -1.4% | 12,236 | $1.5M |
| Citizens Financial Group Inc. | 0.03% | Reduce -0.6% | 12,062 | $1.5M |
| Goldstone Financial Group, LLC | 0.23% | Add +11.4% | 11,999 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +60.2% | 11,372 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -6.1% | 11,329 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 1.02% | Reduce -2.0% | 11,269 | $1.4M |
| HBW Advisory Services LLC | 0.14% | Add +9.9% | 11,174 | $1.4M |
| Krilogy Financial LLC | 0.09% | Reduce -23.4% | 11,047 | $1.3M |
| Stephen J. Garry & Associates, LLC | 1.24% | Reduce -11.1% | 11,034 | $1.3M |
| Enclave Advisors LLC | 0.22% | Reduce -0.7% | 11,010 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -4.1% | 10,958 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -10.4% | 10,941 | $1.3M |
| FAS Wealth Partners, Inc. | 0.11% | Reduce -2.3% | 10,817 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Reduce -20.4% | 10,807 | $1.3M |
| Lowe Brockenbrough & Co. Inc. | 0.08% | Add +3.3% | 10,652 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Add +0.9% | 10,505 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 10,426 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -48.8% | 10,409 | $1.3M |
| Athena Investment Management | 0.73% | No change | 10,386 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -15.8% | 10,285 | $1.2M |
| Whittier Trust Co. | 0.02% | Reduce -0.5% | 10,255 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Add +24.5% | 10,193 | $1.2M |
| Waverly Advisors, LLC | 0.02% | Add +4.0% | 10,090 | $1.2M |
| Provenance Wealth Advisors, LLC | 0.16% | No change | 10,072 | $1.2M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -0.5% | 9,932 | $1.2M |
| SBI Securities Co., Ltd. | 0.04% | — | 9,816 | $1.2M |
| Asset Management Group, Inc. | 0.21% | Reduce -0.4% | 9,670 | $1.2M |
| Avion Wealth | 0.30% | Reduce -4.9% | 9,610 | $1.2M |
| Factor Wealth Management LTD | 0.39% | — | 9,593 | $1.2M |
| Valeo Financial Advisors, LLC | 0.03% | Add +1.1% | 9,556 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -5.5% | 9,355 | $1.1M |
| Rather & Kittrell, Inc. | 0.26% | No change | 9,255 | $1.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.3% | 9,190 | $1.1M |
| Hershey Financial Advisers, LLC | 0.98% | — | 9,186 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.3% | 9,169 | $1.1M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.42% | Add +4.6% | 9,165 | $1.1M |
| Bailard, Inc. | 0.03% | Add +288.6% | 9,151 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -26.0% | 9,125 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -0.0% | 9,067 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +124.5% | 9,014 | $1.1M |
| NWF Advisory Services Inc. | 0.16% | Add +5.9% | 8,835 | $1.1M |
| First Financial Corp. | 0.50% | Add +3.0% | 8,769 | $1.1M |
| Fiduciary Group, LLC | 0.11% | Add +14.6% | 8,732 | $1.1M |
| Financial Management Network Inc. | 0.22% | Reduce -13.1% | 8,506 | $1.1M |
| PFG Advisors | 0.06% | Add +0.4% | 8,464 | $1.0M |
| CW Advisors, LLC | 0.01% | Add +13.4% | 8,338 | $1.0M |
| Calton & Associates, Inc. | 0.45% | New | 8,317 | $1.0M |
| Sonata Capital Group Inc. | 0.42% | Reduce -4.1% | 8,270 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | Add +30.3% | 8,107 | $983K |
| Savant Capital, LLC | 0.01% | Reduce -5.7% | 8,014 | $972K |
| Jones Financial Companies LLLP | 0.00% | Add +66.7% | 7,988 | $969K |
| Warner Financial, Inc. | 0.42% | Reduce -11.5% | 7,992 | $969K |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +25.6% | 7,930 | $962K |
| Arax Advisory Partners | 0.06% | New | 7,892 | $957K |
| Aveo Capital Partners, LLC | 0.10% | Reduce -0.8% | 7,804 | $947K |
| Fee-Only Financial Planning, L.C. | 0.61% | No change | 7,800 | $946K |
| Comprehensive Money Management Services LLC | 0.78% | — | 7,754 | $941K |
| Optima Capital LLC | 0.65% | — | 7,745 | $940K |
| Simmons Bank | 0.07% | No change | 7,543 | $915K |
| M Financial Asset Management, Inc. | 4.43% | Reduce -13.8% | 7,550 | $915K |
| Mission Wealth Management, LP | 0.02% | Reduce -1.6% | 7,425 | $901K |
| Hoge Financial Services, LLC | 0.66% | Reduce -11.5% | 7,407 | $899K |
| CIBC Private Wealth Group LLC | 0.00% | Add +399.2% | 7,109 | $885K |
| Tyler-Stone Wealth Management | 0.16% | Add +6.4% | 7,255 | $880K |
| Fiduciary Alliance LLC | 0.09% | Add +62.9% | 7,246 | $879K |
| Phillips Financial Management, LLC | 0.07% | Reduce -2.2% | 7,236 | $878K |
| First Bancorp, Inc | 0.60% | Reduce -2.8% | 7,202 | $874K |
| Vickerman Investment Advisors, Inc. | 0.23% | Reduce -0.7% | 7,114 | $863K |
| Checchi Capital Advisers, LLC | 0.06% | No change | 7,113 | $863K |
| Brookstone Capital Management | 0.01% | Add +8.3% | 7,060 | $856K |
| Financial Perspectives, Inc | 0.28% | Add +0.5% | 6,956 | $844K |
| Allworth Financial LP | 0.00% | Add +34.1% | 6,471 | $838K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +1.8% | 6,902 | $837K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +5.4% | 6,886 | $835K |
| Northern Trust Corp. | 0.00% | Add +12.3% | 6,843 | $830K |
| Arrowroot Family Office, LLC | 0.43% | Add +95.1% | 6,808 | $826K |
| Blackston Financial Advisory Group, LLC | 0.41% | Add +3.9% | 6,777 | $822K |
| Fisher Asset Management | 0.00% | Reduce -12.6% | 6,728 | $816K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +6.7% | 6,717 | $815K |
| Sheets Smith Wealth Management | 0.10% | Reduce -2.2% | 6,645 | $806K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.3% | 6,641 | $806K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -4.9% | 6,639 | $805K |
| Resonant Capital Advisors, LLC | 0.06% | Add +42.1% | 6,627 | $804K |
| Atticus Wealth Management, LLC | 0.25% | Reduce -9.8% | 6,577 | $798K |
| Guidance Capital, Inc. | 0.24% | Reduce -56.5% | 6,100 | $786K |
| Baird Financial Group, Inc. | 0.00% | Add +109.1% | 6,473 | $785K |
| SMI Advisory Services, LLC | 0.18% | Reduce -63.3% | 6,093 | $778K |
| Cora Capital Advisors LLC | 0.37% | Reduce -8.1% | 6,386 | $775K |
| Assetmark, Inc. | 0.00% | Add +31.4% | 6,373 | $773K |
| Colony Family Offices, LLC | 0.24% | No change | 6,261 | $760K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +6.3% | 6,227 | $755K |
| Sandy Spring Bank | 0.03% | Add +1.6% | 6,186 | $750K |
| Composition Wealth, LLC | 0.01% | Reduce -12.3% | 6,117 | $742K |
| Versant Capital Management, Inc | 0.16% | Add +1.8% | 6,113 | $742K |
| Focus Financial Network, Inc. | 0.03% | Add +3.8% | 6,079 | $737K |
| Stephens Inc. | 0.01% | Reduce -1.8% | 6,031 | $732K |
| Mutual Advisors, LLC | 0.02% | Reduce -7.8% | 5,543 | $731K |
| Parsons Capital Management Inc. | 0.04% | Reduce -0.1% | 6,023 | $731K |
| Patten & Patten Inc. | 0.05% | Reduce -0.0% | 6,001 | $728K |
| Windsor Advisory Group, LLC | 0.85% | New | 6,000 | $728K |
| Global Wealth Management, LLC | 0.46% | Add +1.6% | 5,939 | $720K |
| Advisors Capital Management, LLC | 0.01% | Add +5.0% | 5,904 | $716K |
| Deutsche Bank AG | 0.00% | Reduce -23.6% | 5,897 | $715K |
| Strategic Blueprint, LLC | 0.04% | Add +20.9% | 5,888 | $714K |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.2% | 5,879 | $713K |
| Advisory Services Network, LLC | 0.01% | Reduce -14.5% | 5,875 | $713K |
| Commerce Bank | 0.00% | Reduce -3.0% | 5,875 | $713K |
| SOL Capital Management CO | 0.08% | No change | 5,800 | $704K |
| Principle Wealth Partners LLC | 0.05% | Reduce -9.0% | 5,731 | $695K |
| Holderness Investments Co. | 0.15% | Reduce -3.4% | 5,594 | $679K |
| Cambridge Advisors Inc. | 0.15% | Reduce -14.5% | 5,578 | $677K |
| Madison Wealth Partners, Inc | 0.19% | Add +1.7% | 5,567 | $675K |
| Raab & Moskowitz Asset Management LLC | 0.17% | Add +11.8% | 5,548 | $673K |
| Tranquility Partners, LLC | 0.25% | No change | 5,530 | $671K |
| Glenmede Trust Co. NA | 0.00% | Reduce -19.9% | 5,501 | $667K |
| Center for Financial Planning, Inc. | 0.09% | Add +7.6% | 5,494 | $666K |
| Equitable Holdings, Inc. | 0.01% | Add +29.9% | 5,401 | $655K |
| United Capital Financial Advisors, LLC | 0.01% | Add +5.0% | 5,372 | $652K |
| Franklin Resources Inc. | 0.00% | No change | 5,344 | $648K |
| VPR Management LLC | 0.34% | No change | 5,300 | $643K |
| Blue Chip Partners, LLC | 0.06% | New | 5,284 | $641K |
| MontVue Capital Management, Inc. | 0.49% | No change | 5,262 | $638K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 5,193 | $630K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 5,104 | $619K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +0.4% | 5,057 | $614K |
| Causey Wealth LLC | 0.36% | — | 5,042 | $612K |
| Financial Advocates Investment Management | 0.03% | Add +1.3% | 5,027 | $610K |
| Birchcreek Wealth Management, LLC | 0.38% | Add +15.7% | 5,001 | $607K |
| Caldwell Sutter Capital, Inc. | 0.28% | No change | 5,000 | $607K |
| Barr E S & Co. | 0.04% | New | 5,000 | $607K |
| Colonial River Investments, LLC | 0.29% | Add +7.3% | 4,996 | $606K |
| Axxcess Wealth Management, LLC | 0.01% | Add +7.3% | 4,969 | $603K |
| Cypress Wealth Services, LLC | 0.12% | Add +1.3% | 4,950 | $601K |
| Vista Investment Management | 0.23% | Add +10.8% | 4,933 | $598K |
| IHT Wealth Management, LLC | 0.02% | Reduce -5.3% | 4,858 | $589K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.0% | 4,769 | $579K |
| Wealthspire Advisors, LLC | 0.01% | Add +0.0% | 4,657 | $565K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | Reduce -11.7% | 4,625 | $561K |
| IVC Wealth Advisors LLC | 0.31% | No change | 4,610 | $559K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.5% | 4,560 | $553K |
| Wealthspire Retirement, LLC | 0.04% | Reduce -5.8% | 4,516 | $548K |
| Fischer Financial Services, Inc. | 0.17% | — | 4,485 | $544K |
| Bray Capital Advisors | 0.14% | Reduce -4.3% | 4,396 | $533K |
| PDS Planning, Inc | 0.05% | Add +0.2% | 4,325 | $525K |
| Steel Grove Capital Advisors, LLC | 0.07% | Add +4.2% | 4,260 | $517K |
| Hirtle & Co., LLC | 0.02% | No change | 4,238 | $514K |
| Cape Cod Five Cents Savings Bank | 0.05% | No change | 4,196 | $514K |
| Union Savings Bank | 0.25% | No change | 4,229 | $513K |
| Capital Insight Partners, LLC | 0.09% | Reduce -13.4% | 4,177 | $507K |
| Western Wealth Management, LLC | 0.03% | Reduce -7.3% | 4,139 | $502K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -0.2% | 4,127 | $501K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +6.9% | 4,067 | $493K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | No change | 4,023 | $488K |
| Compass Financial Group, INC | 0.09% | Add +0.8% | 3,998 | $485K |
| Cary Street Partners Financial LLC | 0.02% | — | 3,982 | $483K |
| Investment Research & Advisory Group, Inc. | 0.20% | No change | 3,965 | $481K |
| Avalon Capital Management | 0.15% | No change | 3,958 | $480K |
| WPWealth LLP | 0.10% | No change | 3,947 | $479K |
| Sharpepoint LLC | 0.43% | — | 3,921 | $476K |
| UNIVEST FINANCIAL Corp | 0.03% | No change | 3,920 | $476K |
| Summit Financial, LLC | 0.02% | Add +3.1% | 3,910 | $474K |
| Heartwood Wealth Advisors LLC | 0.05% | No change | 3,907 | $474K |
| Wedmont Private Capital | 0.02% | Reduce -2.4% | 3,780 | $473K |
| Cibc World Market Inc. | 0.00% | Reduce -74.8% | 3,869 | $469K |
| Scotia Capital Inc. | 0.00% | No change | 3,845 | $466K |
| US Bancorp \de | 0.00% | Add +1.4% | 3,837 | $465K |
| Saranac Partners Ltd | 0.26% | New | 3,825 | $464K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 3,740 | $454K |
| &partners | 0.01% | Add +117.2% | 3,656 | $453K |
| Sittner & Nelson, LLC | 0.20% | No change | 3,730 | $452K |
| One Charles Private Wealth Services, LLC | 0.15% | Add +38.0% | 3,719 | $451K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +61.6% | 3,663 | $444K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -21.0% | 3,652 | $443K |
| Advantage Trust Co | 0.26% | Reduce -5.2% | 3,615 | $439K |
| Crestwood Advisors Group, LLC | 0.01% | Add +53.7% | 3,611 | $438K |
| BlackRock, Inc. | 0.00% | Add +90.8% | 3,594 | $436K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -29.8% | 3,583 | $435K |
| Northside Capital Management, LLC | 0.11% | No change | 3,538 | $429K |
| Certified Advisory Corp | 0.05% | No change | 3,522 | $427K |
| Park Square Financial Group, LLC | 0.29% | — | 3,516 | $427K |
| MAI Capital Management | 0.00% | New | 3,512 | $426K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -11.7% | 3,492 | $424K |
| Rwa Wealth Partners, LLC | 0.01% | Add +13.4% | 3,476 | $422K |
| Disciplined Investments, LLC | 0.21% | Add +1.1% | 3,458 | $420K |
| Chatham Capital Group, Inc. | 0.07% | No change | 3,450 | $419K |
| Vanguard Group Inc. | 0.00% | Reduce -6.2% | 3,442 | $418K |
| Verus Financial Partners, Inc. | 0.05% | Add +0.8% | 3,320 | $415K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 3,410 | $414K |
| Idaho Trust Co | 0.21% | Reduce -3.5% | 3,407 | $413K |
| J. Safra Sarasin Holding AG | 0.01% | Add +17.2% | 3,400 | $412K |
| CreativeOne Wealth, LLC | 0.01% | Add +6.3% | 3,389 | $411K |
| BOS Asset Management, LLC | 0.15% | Reduce -6.1% | 3,363 | $408K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -51.1% | 3,355 | $407K |
| Caprock Group, LLC | 0.01% | Add +54.0% | 3,353 | $407K |
| Manchester Capital Management LLC | 0.05% | No change | 3,303 | $401K |
| Northeast Investment Management | 0.02% | Reduce -14.1% | 3,268 | $396K |
| Olistico Wealth, LLC | 0.23% | Reduce -0.4% | 3,263 | $396K |
| Blume Capital Management, Inc. | 0.09% | No change | 3,260 | $395K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -36.1% | 3,260 | $395K |
| Berkeley Capital Partners, LLC | 0.11% | Reduce -11.0% | 3,251 | $394K |
| Smith, Moore & Co. | 0.04% | Reduce -14.6% | 3,250 | $394K |
| RiverFront Investment Group, LLC | 0.01% | Reduce -52.7% | 3,226 | $391K |
| StoneX Group Inc. | 0.02% | New | 3,209 | $389K |
| Indiana Trust & Investment Management Co | 0.13% | New | 3,200 | $388K |
| Legacy Financial Group LLC | 0.06% | New | 3,138 | $381K |
| United Advisor Group, LLC | 0.08% | New | 3,132 | $380K |
| Exchange Capital Management, Inc. | 0.06% | Add +35.6% | 3,122 | $379K |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 3,083 | $374K |
| IFG Advisory, LLC | 0.02% | New | 3,071 | $373K |
| Ted Buchan & Co | 0.18% | Reduce -10.9% | 3,057 | $371K |
| Integrated Wealth Concepts LLC | 0.00% | Add +16.7% | 3,052 | $370K |
| Harbour Investments, Inc. | 0.01% | Add +3.2% | 3,044 | $369K |
| Financial Advisory Corp | 0.06% | — | 3,012 | $365K |
| Elm Partners Management LLC | 0.02% | New | 2,996 | $363K |
| Game Plan Financial Advisors, LLC | 0.19% | New | 3,000 | $363K |
| Total Clarity Wealth Management, Inc. | 0.12% | Reduce -8.2% | 2,967 | $360K |
| Tritonpoint Wealth, LLC | 0.03% | No change | 2,945 | $357K |
| Mitchell McLeod Pugh & Williams Inc. | 0.07% | No change | 2,944 | $357K |
| Meridian Wealth Management, LLC | 0.02% | New | 2,938 | $356K |
| Kovack Advisors, Inc. | 0.03% | Add +7.7% | 2,910 | $353K |
| Freedom Investment Management, Inc. | 0.03% | New | 2,895 | $351K |
| Garde Capital, Inc. | 0.02% | No change | 2,884 | $350K |
| IFP Advisors, Inc | 0.01% | Add +5.4% | 2,870 | $348K |
| Bank of Montreal | 0.00% | Add +15.0% | 2,869 | $348K |
| Boston Family Office LLC | 0.02% | Add +62.6% | 2,860 | $347K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +0.0% | 2,842 | $345K |
| Cove Private Wealth, LLC | 0.21% | New | 2,839 | $344K |
| First Heartland Consultants, Inc. | 0.04% | New | 2,831 | $343K |
| JFS Wealth Advisors, LLC | 0.02% | Add +126.2% | 2,827 | $343K |
| Cowa, LLC | 0.17% | Reduce -10.5% | 2,825 | $343K |
| Independent Wealth Network Inc. | 0.14% | Reduce -4.6% | 2,821 | $342K |
| Panoramic Investment Advisors, LLC | 0.22% | Add +1.4% | 2,816 | $342K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -7.0% | 2,797 | $339K |
| Cwm, LLC | 0.00% | Add +44.4% | 2,794 | $339K |
| BSW Wealth Partners | 0.05% | No change | 2,789 | $338K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -33.5% | 2,785 | $338K |
| RBA Wealth Management, LLC | 0.13% | Add +8.5% | 2,783 | $338K |
| HHM Wealth Advisors, LLC | 0.05% | Add +9.5% | 2,770 | $336K |
| Bragg Financial Advisors, Inc | 0.01% | Add +23.0% | 2,758 | $335K |
| Yoder Wealth Management, Inc. | 0.18% | No change | 2,754 | $334K |
| American Trust | 0.03% | New | 2,732 | $331K |
| Trust Point Inc. | 0.02% | No change | 2,731 | $331K |
| Chemistry Wealth Management LLC | 0.08% | No change | 2,699 | $327K |
| Myecfo, LLC | 0.17% | Add +5.6% | 2,657 | $322K |
| TD Private Client Wealth LLC | 0.01% | Add +6.3% | 2,648 | $321K |
| Arkadios Wealth Advisors | 0.02% | Add +10.6% | 2,645 | $321K |
| Arete Wealth Advisors, LLC | 0.02% | Add +1.1% | 2,578 | $313K |
| Edge Capital Group, LLC | 0.01% | Reduce -96.9% | 79 | $312K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -7.3% | 2,546 | $309K |
| Triumph Capital Management | 0.10% | Add +17.0% | 2,527 | $307K |
| WMG Financial Advisors, LLC | 0.13% | Reduce -2.5% | 2,515 | $305K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 2,512 | $305K |
| Falcon Wealth Planning | 0.03% | Add +51.3% | 2,508 | $304K |
| Gibson Wealth Advisors LLC | 0.25% | No change | 2,500 | $303K |
| Strait & Sound Wealth Management LLC | 0.14% | Add +3.4% | 2,476 | $300K |
| Prostatis Group LLC | 0.09% | Reduce -0.6% | 2,469 | $300K |
| Sentinel Trust Co. Lba | 0.03% | No change | 2,448 | $297K |
| Capital Advantage, Inc. | 0.05% | New | 2,425 | $294K |
| Black Diamond Financial, LLC | 0.04% | Reduce -19.8% | 2,402 | $291K |
| National Bank of Canada | 0.00% | Reduce -1.0% | 2,400 | $291K |
| Disciplined Investors, L.L.C. | 0.28% | — | 2,257 | $288K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,372 | $288K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,346 | $285K |
| Financial & Tax Architects, LLC | 0.07% | Add +3.4% | 2,335 | $283K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -26.6% | 2,363 | $283K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | — | 2,327 | $282K |
| SignalPoint Asset Management, LLC | 0.07% | Add +16.0% | 2,306 | $280K |
| International Assets Investment Management, LLC | 0.02% | New | 2,277 | $280K |
| Strategic Investment Solutions, Inc. | 0.09% | Add +174.8% | 2,306 | $276K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -2.6% | 2,271 | $275K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.5% | 2,247 | $273K |
| Hilltop Holdings Inc. | 0.02% | Add +7.3% | 2,229 | $270K |
| Caitlin John, LLC | 0.18% | Reduce -1.6% | 2,222 | $270K |
| Firestone Capital Management | 0.07% | Add +2.3% | 2,200 | $267K |
| KDK Private Wealth Management, LLC | 0.28% | — | 2,196 | $266K |
| Hanover Advisors Inc. | 0.11% | Add +3.3% | 2,186 | $265K |
| Modern Wealth Management, LLC | 0.01% | Add +1.0% | 2,182 | $265K |
| Welch & Forbes LLC | 0.00% | No change | 2,178 | $264K |
| Townsquare Capital LLC | 0.00% | New | 2,177 | $264K |
| Atlas Legacy Advisors, LLC | 0.06% | — | 2,177 | $264K |
| Welch Group, LLC | 0.01% | No change | 2,167 | $259K |
| Howard Wealth Management, LLC | 0.14% | Reduce -8.4% | 2,136 | $259K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -27.2% | 2,135 | $259K |
| Main Management LLC | 0.02% | Reduce -97.5% | 2,136 | $259K |
| Sound View Wealth Advisors Group, LLC | 0.02% | Add +5.0% | 2,102 | $255K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 2,100 | $255K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -72.7% | 2,090 | $254K |
| Bridge Creek Capital Management LLC | 0.08% | New | 2,075 | $252K |
| Sequent Planning LLC | 0.09% | Add +16.4% | 2,074 | $252K |
| Northstar Advisory Group, LLC | 0.13% | Add +8.0% | 2,071 | $251K |
| Boltwood Capital Management | 0.08% | Reduce -3.5% | 2,070 | $251K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 2,069 | $251K |
| Opus Capital Group, LLC | 0.03% | Add +0.5% | 2,062 | $250K |
| Plan Group Financial, LLC | 0.13% | No change | 2,049 | $249K |
| Leo Wealth, LLC | 0.02% | New | 2,009 | $244K |
| Northeast Financial Consultants Inc | 0.01% | No change | 2,006 | $243K |
| FLC Capital Advisors | 0.06% | No change | 2,000 | $243K |
| Simplicity Wealth,LLC | 0.05% | No change | 2,000 | $243K |
| Hoxton Planning & Management, LLC | 0.09% | No change | 1,985 | $241K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -9.9% | 1,969 | $239K |
| Brown Advisory Inc. | 0.00% | New | 1,939 | $235K |
| Blue Trust, Inc. | 0.00% | Add +24.9% | 1,918 | $233K |
| Wood Tarver Financial Group, LLC | 0.08% | — | 1,919 | $232K |
| First PREMIER Bank | 0.06% | No change | 1,916 | $232K |
| Trinity Financial Advisors LLC | 0.09% | Reduce -8.3% | 1,889 | $232K |
| NorthRock Partners, LLC | 0.01% | Add +91.5% | 1,896 | $230K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,891 | $229K |
| Anson Capital, Inc. | 0.20% | New | 1,888 | $229K |
| WMS Partners, LLC | 0.01% | No change | 1,879 | $228K |
| Tiaa Trust, National Association | 0.00% | Reduce -38.9% | 1,867 | $226K |
| LongView Wealth Management | 0.07% | Reduce -36.0% | 1,853 | $225K |
| Petix & Botte Co | 0.06% | No change | 1,844 | $224K |
| Bogart Wealth, LLC | 0.01% | No change | 1,844 | $224K |
| Jacobi Capital Management LLC | 0.02% | Add +1.2% | 1,819 | $221K |
| Intellectus Partners, LLC | 0.05% | Add +1.1% | 1,803 | $219K |
| GFS Advisors, LLC | 0.03% | New | 1,800 | $218K |
| Pure Financial Advisors, LLC | 0.01% | No change | 1,795 | $218K |
| Nilsine Partners, LLC | 0.02% | New | 1,786 | $217K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 1,779 | $216K |
| Drive Wealth Management, LLC | 0.05% | Add +0.6% | 1,769 | $215K |
| Twelve Points Wealth Management LLC | 0.06% | No change | 1,745 | $212K |
| Optimist Retirement Group LLC | 0.10% | Add +0.7% | 1,744 | $212K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -9.2% | 1,741 | $211K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -16.0% | 1,733 | $210K |
| Roberts Wealth Advisors, LLC | 0.06% | No change | 1,579 | $207K |
| Tumwater Wealth Management, LLC | 0.11% | — | 1,704 | $207K |
| Titleist Asset Management, LLC | 0.02% | New | 1,695 | $206K |
| Coppell Advisory Solutions LLC | 0.03% | Add +44.8% | 1,706 | $204K |
| Laidlaw Wealth Management LLC | 0.09% | New | 1,681 | $204K |
| Avantax Planning Partners, Inc. | 0.01% | New | 1,669 | $202K |
| WNY Asset Management, LLC | 0.03% | New | 1,669 | $202K |
| Wealthedge Investment Advisors, LLC | 0.09% | — | 1,662 | $202K |
| Debussy Capital Management LP | 0.03% | New | 1,586 | $202K |
| BNC Wealth Management, LLC | 0.07% | Reduce -11.4% | 1,652 | $200K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 1,650 | $200K |
| Security Financial Services, INC. | 0.04% | New | 1,649 | $200K |
| McClarren Financial Advisors, Inc. | 0.56% | Add +9.1% | 1,636 | $198K |
| Covestor Ltd | 0.12% | Add +7.0% | 1,617 | $196K |
| Nova Wealth Management, Inc. | 0.17% | — | 1,614 | $196K |
| Principal Securities, Inc. | 0.00% | Reduce -31.7% | 1,612 | $196K |
| Farther Finance Advisors, LLC | 0.01% | Add +18.5% | 1,607 | $195K |
| GeoWealth Management, LLC | 0.01% | Add +44.0% | 1,590 | $193K |
| Vermillion Wealth Management, Inc. | 0.10% | — | 1,562 | $190K |
| TD Capital Management LLC | 0.02% | Add +0.6% | 1,548 | $188K |
| BNP Paribas Financial Markets | 0.00% | Reduce -0.8% | 1,443 | $175K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 1,375 | $167K |
| Colonial Trust Co / SC | 0.02% | No change | 1,356 | $164K |
| City State Bank | 0.06% | Add +11.6% | 1,302 | $158K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,300 | $158K |
| AdvisorNet Financial, Inc | 0.01% | Add +13.7% | 1,283 | $156K |
| Castleview Partners, LLC | 0.08% | New | 1,224 | $150K |
| WFA Asset Management Corp | 0.08% | Add +23.2% | 1,222 | $148K |
| Kings Path Partners LLC | 0.06% | Reduce -20.7% | 1,215 | $147K |
| Investors Research Corp | 0.03% | No change | 1,211 | $147K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +6.5% | 1,168 | $142K |
| Security National Bank | 0.02% | Reduce -0.4% | 1,165 | $141K |
| Arlington Trust Co LLC | 0.03% | No change | 1,150 | $140K |
| Mitchell Sinkler & Starr | 0.04% | No change | 1,126 | $137K |
| Continuum Advisory, LLC | 0.02% | No change | 1,106 | $134K |
| Roble, Belko & Company, Inc | 0.02% | Add +2.1% | 1,106 | $134K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 956 | $125K |
| Signaturefd, LLC | 0.00% | Add +1.7% | 1,018 | $124K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -1.9% | 958 | $116K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 910 | $110K |
| Beacon Capital Management, LLC | 0.01% | Reduce -4.5% | 908 | $110K |
| Rialto Wealth Management, LLC | 0.04% | — | 899 | $109K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +1.1% | 857 | $104K |
| VSM Wealth Advisory, LLC | 0.04% | — | 833 | $101K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -18.8% | 796 | $97K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +4.2% | 777 | $94K |
| Cape Investment Advisory, Inc. | 0.04% | Add +2.5% | 764 | $93K |
| Accredited Wealth Management, LLC | 0.08% | — | 750 | $91K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 743 | $90K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.1% | 706 | $86K |
| Kathleen S. Wright Associates Inc. | 0.04% | Add +8.5% | 700 | $85K |
| Spire Wealth Management | 0.00% | Reduce -26.0% | 653 | $79K |
| Quadrant Capital Group LLC | 0.01% | Reduce -30.9% | 625 | $76K |
| Trust Co. of Vermont | 0.00% | No change | 600 | $73K |
| Proffitt & Goodson Inc. | 0.01% | No change | 596 | $72K |
| McIlrath & Eck, LLC | 0.01% | No change | 596 | $72K |
| Transce3nd, LLC | 0.02% | — | 582 | $71K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 570 | $69K |
| Larson Financial Group LLC | 0.00% | Reduce -1.9% | 569 | $69K |
| Capital Investment Advisory Services, LLC | 0.01% | Reduce -15.3% | 568 | $69K |
| Robinswood Financial LLC | 0.03% | No change | 550 | $67K |
| TruNorth Capital Management, LLC | 0.02% | No change | 500 | $61K |
| Global Financial Private Client, LLC | 0.02% | Add +45.4% | 493 | $60K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.8% | 487 | $59K |
| Russell Investments Group, Ltd. | 0.00% | Add +138.9% | 485 | $59K |
| Davis Capital Management | 0.05% | Reduce -4.9% | 464 | $56K |
| High Note Wealth, LLC | 0.01% | New | 461 | $56K |
| Centricity Wealth Management, LLC | 0.05% | — | 449 | $54K |
| LRI Investments, LLC | 0.01% | Add +0.5% | 442 | $54K |
| Golden State Wealth Management, LLC | 0.01% | — | 396 | $48K |
| Abound Wealth Management | 0.02% | Add +1.6% | 392 | $48K |
| Coastline Trust Co | 0.01% | No change | 370 | $45K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 356 | $43K |
| Evermay Wealth Management LLC | 0.01% | No change | 356 | $43K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 345 | $42K |
| Key Financial Inc | 0.01% | Add +0.9% | 333 | $40K |
| Copia Wealth Management | 0.04% | — | 326 | $40K |
| EPG Wealth Management LLC | 0.01% | New | 314 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -7.2% | 310 | $38K |
| Clark Wealth Partners | 0.03% | — | 310 | $38K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -46.3% | 290 | $35K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 256 | $31K |
| Capital Analysts, LLC | 0.00% | Reduce -6.6% | 240 | $29K |
| Gables Capital Management Inc. | 0.01% | No change | 239 | $29K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 225 | $29K |
| GAMMA Investing LLC | 0.00% | No change | 236 | $29K |
| Rakuten Securities, Inc. | 0.01% | Add +113.0% | 230 | $28K |
| Gleason Group, Inc. | 0.00% | Add +1.9% | 212 | $26K |
| Bank of New Hampshire | 0.01% | No change | 210 | $25K |
| Creative Financial Designs Inc. | 0.00% | No change | 203 | $25K |
| Tradewinds Capital Management, LLC | 0.01% | Add +1.5% | 200 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 200 | $24K |
| HM Payson & Co. | 0.00% | No change | 200 | $24K |
| West Branch Capital LLC | 0.01% | Reduce -7.4% | 200 | $24K |
| Murphy & Mullick Capital Management Corp | 0.02% | — | 192 | $23K |
| MilWealth Group LLC | 0.01% | No change | 185 | $22K |
| Private Trust Co. NA | 0.00% | Add +285.4% | 185 | $22K |
| Private Wealth Management Group, LLC | 0.01% | Add +1.1% | 183 | $22K |
| Matrix Private Capital Group LLC | 0.01% | Add +1.7% | 182 | $22K |
| Graney & King, LLC | 0.02% | — | 179 | $22K |
| Mather Group, Llc. | 0.00% | No change | 175 | $21K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -94.1% | 170 | $21K |
| Iron Horse Wealth Management, LLC | 0.01% | New | 158 | $19K |
| Vision Financial Markets LLC | 0.02% | — | 156 | $19K |
| Darwin Wealth Management, LLC | 0.01% | No change | 155 | $19K |
| Northwest Capital Management Inc | 0.01% | No change | 152 | $18K |
| MCF Advisors LLC | 0.00% | Add +1.3% | 151 | $18K |
| 2UniFi Bank | 0.01% | — | 150 | $18K |
| Crews Bank & Trust | 0.00% | — | 150 | $18K |
| Briaud Financial Planning Inc | 0.01% | No change | 155 | $18K |
| Ameriflex Group, Inc. | 0.01% | — | 144 | $18K |
| Archer Investment Corp | 0.00% | No change | 142 | $17K |
| Tucker Asset Management LLC | 0.00% | New | 136 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 128 | $16K |
| Roxbury Financial LLC | 0.01% | — | 111 | $15K |
| NFSG Corp | 0.00% | Add +19.4% | 123 | $15K |
| Winch Advisory Services, LLC | 0.00% | Add +1.7% | 121 | $15K |
| Hara Capital LLC | 0.01% | Add +2.5% | 121 | $15K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 108 | $14K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -80.4% | 113 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 105 | $13K |
| Smartleaf Asset Management LLC | 0.00% | No change | 104 | $12K |
| Synergy Asset Management, LLC | 0.00% | New | 100 | $12K |
| Crowley Wealth Management, Inc. | 0.01% | — | 100 | $12K |
| Lindbrook Capital, LLC | 0.00% | No change | 100 | $12K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 100 | $12K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 100 | $12K |
| Anfield Capital Management, LLC | 0.00% | No change | 96 | $12K |
| CENTRAL TRUST Co | 0.00% | No change | 89 | $11K |
| Providence First Trust Co | 0.00% | New | 88 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.2% | 84 | $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% | No change | 80 | $10K |
| JNBA Financial Advisors | 0.00% | No change | 78 | $9K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 77 | $9K |
| Creekmur Asset Management LLC | 0.00% | New | 75 | $9K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +2.7% | 75 | $9K |
| HighMark Wealth Management LLC | 0.00% | Add +1.5% | 69 | $8K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 68 | $8K |
| Tsfg, LLC | 0.00% | Add +1.6% | 64 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -29.3% | 70 | $8K |
| Raffa Wealth Management, LLC | 0.00% | Add +3.2% | 64 | $8K |
| Avior Wealth Management, LLC | 0.00% | Add +5.7% | 56 | $7K |
| Brooklyn Investment Group | 0.00% | New | 55 | $7K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 53 | $6K |
| Paladin Advisory Group, LLC | 0.00% | No change | 52 | $6K |
| Rice Partnership, LLC | 0.00% | Add +2.0% | 51 | $6K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 51 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 50 | $6K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 50 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 53 | $6K |
| Rothschild Investment LLC | 0.00% | New | 45 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 42 | $5K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | — | 41 | $5K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 41 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | — | 40 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 38 | $5K |
| Sound Income Strategies, LLC | 0.00% | Add +322.2% | 38 | $5K |
| Cornerstone Planning Group LLC | 0.00% | Add +2.9% | 35 | $4K |
| Kieckhefer Group LLC | 0.00% | — | 33 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 32 | $4K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -3.1% | 31 | $4K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 29 | $3K |
| Headlands Technologies LLC | 0.00% | New | 26 | $3K |
| Westside Investment Management, Inc. | 0.00% | New | 25 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $3K |
| Lee Danner & Bass Inc. | 0.00% | New | 25 | $3K |
| Asset Dedication, LLC | 0.00% | Reduce -26.7% | 22 | $3K |
| Rogco, LP | 0.00% | New | 15 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 15 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 14 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 5 | $1K |
| Wingate Wealth Advisors, Inc. | 0.00% | — | 8 | $970 |
| Independence Bank of Kentucky | 0.00% | New | 8 | $970 |
| Activest Wealth Management | 0.00% | No change | 7 | $849 |
| TD Waterhouse Canada Inc. | 0.00% | New | 7 | $848 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 1 | $121 |
"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.