Vanguard Energy ETFVDEETF
13F holders, Q1 2025 (March 31)695holders +2
62new positions
52sold out
5famous investors
$129.57avg. 13F price*
At the end of Q1 2025, 695 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, up 2 from Q4 2024. 62 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($279.6M), Morgan Stanley ($213.0M) and UBS Group AG ($155.9M). 5 famous investors held it, including Paul Tudor Jones (0.0% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $30.5M |
| Exits | 52 | $65.3M |
All 13F filers, Q4 2024 → Q1 2025: 885,076 shares bought and 2,948,331 shares sold, net −2,063,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 695 holders
| Bank of America Corp. | 0.02% | Reduce -14.0% | 2,155,332 | $279.6M |
| Morgan Stanley | 0.02% | Reduce -2.1% | 1,642,265 | $213.0M |
| UBS Group AG | 0.03% | Reduce -12.0% | 1,201,763 | $155.9M |
| Wells Fargo & Company | 0.04% | Reduce -0.3% | 1,177,695 | $152.8M |
| Wealthfront Advisers LLC | 0.32% | Reduce -7.0% | 908,019 | $117.8M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -8.5% | 789,693 | $102.4M |
| LPL Financial LLC | 0.03% | Add +1.1% | 617,960 | $80.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +15.4% | 553,439 | $71.8M |
| Royal Bank of Canada | 0.01% | Add +1.2% | 409,109 | $53.1M |
| PGIM Custom Harvest LLC | 1.20% | Add +4.5% | 386,629 | $50.1M |
| SCS Capital Management LLC | 0.55% | Reduce -1.8% | 335,025 | $43.5M |
| Stifel Financial Corp. | 0.04% | Add +1.4% | 317,021 | $41.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.8% | 302,213 | $39.2M |
| Cetera Investment Advisers | 0.06% | Add +6.1% | 258,098 | $33.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.0% | 249,976 | $32.4M |
| Osaic Holdings, Inc. | 0.07% | Add +21.9% | 227,483 | $29.5M |
| Empower Advisory Group, LLC | 0.10% | Add +14.3% | 226,060 | $29.3M |
| HighTower Advisors, LLC | 0.04% | Add +7.1% | 219,815 | $28.5M |
| Cambridge Associates LLC /Ma/ | 0.62% | Add +61.1% | 167,408 | $21.7M |
| Corient Private Wealth LP | 0.03% | Reduce -3.7% | 160,923 | $20.9M |
| Greenwood Gearhart LLC | 1.33% | Add +10.5% | 148,496 | $19.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -27.5% | 147,993 | $19.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +5.0% | 145,443 | $18.9M |
| Evergreen Capital Management LLC | 0.61% | Add +2.5% | 139,602 | $18.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +8.1% | 136,159 | $17.7M |
| Zuckerman Investment Group, LLC | 1.62% | Reduce -4.9% | 116,561 | $15.1M |
| CMH Wealth Management LLC | 3.78% | Add +0.4% | 116,407 | $15.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 115,569 | $15.0M |
| TrueWealth Financial Partners | 8.98% | Reduce -5.0% | 114,589 | $14.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +8.2% | 113,789 | $14.8M |
| Estate Counselors, LLC | 1.52% | Add +0.4% | 113,345 | $14.7M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.6% | 102,378 | $13.3M |
| Greenline Partners, LLC | 1.88% | Add +1.2% | 100,203 | $13.0M |
| Allen Wealth Management, LLC | 8.30% | Add +3.6% | 92,985 | $12.1M |
| SWAN Capital LLC | 5.42% | Reduce -15.8% | 90,422 | $11.7M |
| Mercer Global Advisors Inc. | 0.03% | Add +0.8% | 86,902 | $11.3M |
| D.A. Davidson & Co. | 0.09% | Reduce -15.6% | 84,448 | $11.0M |
| Captrust Financial Advisors | 0.03% | Reduce -10.3% | 83,393 | $10.8M |
| Bfsg, LLC | 1.31% | Reduce -4.9% | 82,735 | $10.7M |
| M&T Bank Corp | 0.04% | Reduce -4.0% | 77,888 | $10.1M |
| CW Advisors, LLC | 0.11% | Add +764.3% | 72,061 | $9.4M |
| Creative Planning | 0.01% | Reduce -1.0% | 67,590 | $8.8M |
| Roundview Capital LLC | 0.61% | Reduce -0.7% | 65,154 | $8.5M |
| KCM Investment Advisors LLC | 0.28% | Reduce -5.3% | 58,871 | $7.6M |
| Truist Financial Corp. | 0.01% | Reduce -1.7% | 58,281 | $7.6M |
| Evelyn Partners Asset Management Ltd | 2.10% | Add +2.4% | 58,223 | $7.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +52.6% | 55,590 | $7.2M |
| Evolution Wealth Advisors, LLC | 1.20% | Reduce -1.9% | 55,430 | $7.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -18.4% | 54,776 | $7.1M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -16.8% | 53,582 | $7.0M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -2.2% | 52,826 | $6.9M |
| Ameritas Advisory Services, LLC | 0.27% | Reduce -7.3% | 51,886 | $6.7M |
| McKinley Carter Wealth Services, Inc. | 0.41% | Add +1.5% | 51,073 | $6.6M |
| Elgethun Capital Management | 1.45% | Add +3.9% | 50,165 | $6.5M |
| MML Investors Services, LLC | 0.02% | Add +0.7% | 49,742 | $6.5M |
| GoalFusion Wealth Management, LLC | 3.51% | Reduce -2.8% | 49,454 | $6.4M |
| Pathstone Holdings, LLC | 0.03% | Add +1.1% | 49,248 | $6.4M |
| Accel Wealth Management | 2.26% | Add +1.0% | 48,101 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -6.8% | 44,260 | $5.7M |
| Fifth Third Bancorp | 0.02% | Reduce -10.5% | 41,285 | $5.4M |
| Strengthening Families & Communities, LLC | 3.21% | Add +6.8% | 40,482 | $5.2M |
| Shilanski & Associates, Inc. | 1.63% | Add +7.6% | 40,208 | $5.2M |
| Beacon Capital Management, Inc. | 0.25% | Reduce -95.0% | 43,568 | $5.1M |
| Alaska Permanent Fund Corp | 0.07% | No change | 43,000 | $4.8M |
| Praetorian Wealth Management, Inc. | 1.15% | Add +7.0% | 36,510 | $4.7M |
| Kera Capital Partners, Inc. | 1.38% | Add +4.5% | 35,788 | $4.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -12.9% | 35,761 | $4.6M |
| Syon Capital LLC | 0.37% | Reduce -29.3% | 35,322 | $4.6M |
| Foundations Investment Advisors, LLC | 0.08% | Add +1.4% | 34,675 | $4.5M |
| Lido Advisors, LLC | 0.03% | Reduce -7.7% | 34,672 | $4.5M |
| Keudell/Morrison Wealth Management | 1.05% | Reduce -1.3% | 34,418 | $4.5M |
| Montag A & Associates Inc. | 0.22% | Reduce -4.2% | 34,350 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -1.4% | 34,046 | $4.4M |
| Delta Financial Group, Inc. | 0.98% | Add +13.3% | 33,150 | $4.3M |
| Tudor Investment Corporation | 0.04% | Reduce -62.4% | 33,047 | $4.3M |
| Twin Focus Capital Partners, LLC | 0.66% | Add +2.4% | 32,977 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +20.9% | 32,540 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +20.9% | 32,540 | $4.2M |
| Parallel Advisors, LLC | 0.10% | Reduce -2.1% | 32,416 | $4.2M |
| Axiom Financial Strategies, LLC | 2.45% | Reduce -4.2% | 31,920 | $4.1M |
| Atria Investments, Inc | 0.05% | Add +9.4% | 31,896 | $4.1M |
| Hollencrest Capital Management | 0.18% | Add +0.4% | 31,766 | $4.1M |
| Anchor Investment Management, LLC | 0.38% | Add +2.1% | 31,247 | $4.1M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +6.7% | 31,013 | $4.0M |
| Richmond Brothers, Inc. | 2.53% | Add +5.4% | 30,806 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +26.9% | 30,602 | $4.0M |
| Centaurus Financial, Inc. | 0.24% | Add +1.5% | 30,446 | $3.9M |
| Family Firm, Inc. | 0.83% | Reduce -0.9% | 28,765 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.7% | 28,615 | $3.7M |
| Callan Capital, LLC | 0.27% | Reduce -2.5% | 28,080 | $3.6M |
| Full Sail Capital, LLC | 0.23% | Reduce -0.5% | 27,970 | $3.6M |
| Boxwood Ventures, Inc. | 5.13% | No change | 27,720 | $3.6M |
| Chevy Chase Trust Holdings, LLC | 0.01% | Reduce -7.6% | 27,719 | $3.6M |
| Geneos Wealth Management Inc. | 0.12% | Add +2.6% | 27,713 | $3.6M |
| Quantinno Capital Management LP | 0.02% | Add +102.3% | 27,248 | $3.5M |
| Blair William & Co. | 0.01% | Reduce -0.8% | 27,184 | $3.5M |
| LRI Investments, LLC | 0.34% | Add +5956.6% | 26,770 | $3.5M |
| Mariner, LLC | 0.01% | Add +5.2% | 26,756 | $3.5M |
| MassMutual Private Wealth & Trust, FSB | 0.10% | Add +4.2% | 26,687 | $3.5M |
| GWN Securities Inc. | 0.19% | New | 28,014 | $3.4M |
| Bleakley Financial Group, LLC | 0.11% | Reduce -38.3% | 25,868 | $3.4M |
| RFG Holdings, Inc. | 1.05% | Reduce -3.2% | 24,810 | $3.2M |
| Valmark Advisers, Inc. | 0.05% | Add +2.2% | 24,748 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -0.7% | 24,296 | $3.2M |
| Seamount Financial Group Inc. | 2.13% | Reduce -0.1% | 24,168 | $3.1M |
| Silver Coast Investments LLC | 1.19% | Reduce -7.7% | 24,085 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +9.6% | 23,806 | $3.1M |
| HC Advisors, LLC | 2.31% | Add +1.3% | 23,786 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | No change | 23,765 | $3.1M |
| Alexander Labrunerie & Co., Inc. | 1.35% | Add +2.0% | 23,732 | $3.1M |
| Financial Freedom, LLC | 1.76% | Add +8.6% | 23,655 | $3.1M |
| Win Advisors, Inc. | 1.55% | New | 23,332 | $3.0M |
| Cherry Creek Investment Advisors, Inc. | 1.55% | Add +0.8% | 22,918 | $3.0M |
| Royal Fund Management, LLC | 0.35% | Reduce -47.5% | 22,132 | $2.9M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -4.4% | 22,333 | $2.9M |
| Atlas Capital Advisors Inc. | 0.36% | Add +17.1% | 22,271 | $2.9M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Reduce -2.0% | 22,159 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.7% | 21,941 | $2.8M |
| Bokf, NA | 0.05% | Reduce -0.1% | 21,908 | $2.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.0% | 21,701 | $2.8M |
| Uptown Financial Advisors LLC | 2.85% | Add +1.7% | 21,262 | $2.8M |
| Smallwood Wealth Investment Management, LLC | 1.72% | Add +5.4% | 21,035 | $2.7M |
| Comerica Bank | 0.01% | Reduce -1.8% | 20,869 | $2.7M |
| Stapp Wealth Management, PLLC | 4.12% | Add +4.4% | 20,604 | $2.7M |
| My Personal CFO, LLC | 1.34% | Add +0.2% | 20,520 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.4% | 20,487 | $2.7M |
| Transform Wealth, LLC | 0.16% | Reduce -9.3% | 20,310 | $2.6M |
| Tranquilli Financial Advisor LLC | 1.64% | Add +4.4% | 20,028 | $2.6M |
| Founders Grove Wealth Partners, LLC | 0.72% | Add +3.7% | 19,933 | $2.6M |
| Johnson Investment Counsel Inc. | 0.02% | Reduce -30.9% | 19,841 | $2.6M |
| North Forty Two & Co. | 2.85% | Add +2.7% | 19,807 | $2.6M |
| Advisor Resource Council | 0.20% | New | 19,476 | $2.5M |
| Exchange Traded Concepts, LLC | 0.04% | No change | 19,384 | $2.5M |
| Indie Asset Partners, LLC | 2.17% | Add +3.2% | 19,318 | $2.5M |
| Brighton Jones LLC | 0.08% | Add +0.7% | 18,914 | $2.5M |
| North Star Asset Management Inc. | 0.11% | Reduce -2.6% | 18,450 | $2.4M |
| Grove Bank & Trust | 0.32% | Add +17.7% | 18,202 | $2.4M |
| Synovus Financial Corp. | 0.03% | Add +0.2% | 18,157 | $2.4M |
| Noble Family Wealth, LLC | 0.64% | Reduce -14.6% | 17,914 | $2.3M |
| Newport Capital Group, LLC | 1.62% | Add +3.5% | 17,390 | $2.3M |
| Retireful, LLC | 2.09% | New | 17,232 | $2.2M |
| FMR LLC | 0.00% | Add +9.6% | 16,963 | $2.2M |
| World Investment Advisors | 0.06% | Reduce -0.5% | 16,767 | $2.2M |
| O'ROURKE & COMPANY, Inc | 1.07% | Add +1.9% | 16,635 | $2.2M |
| Park National Corp. | 0.08% | Reduce -7.6% | 16,442 | $2.1M |
| Bonfire Financial | 1.95% | Add +7.4% | 16,302 | $2.1M |
| Trinity Legacy Partners, LLC | 0.53% | Add +43.9% | 17,612 | $2.1M |
| CX Institutional | 0.08% | Reduce -40.0% | 16,234 | $2.1M |
| WBH Advisory Inc. | 0.19% | Reduce -1.6% | 15,992 | $2.1M |
| Oppenheimer & Co. Inc. | 0.03% | Add +5.0% | 15,282 | $2.0M |
| Fca Corp. | 0.63% | Reduce -0.4% | 15,213 | $2.0M |
| Cutter & CO Brokerage, Inc. | 0.46% | New | 15,148 | $2.0M |
| Elite Financial, Inc. | 1.02% | Add +0.6% | 14,917 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.25% | Reduce -24.6% | 14,862 | $1.9M |
| Independent Financial Group, LLC | 0.06% | Reduce -0.5% | 14,537 | $1.9M |
| Private Wealth Advisors, LLC | 0.78% | Add +0.3% | 14,263 | $1.9M |
| Ashton Thomas Securities, LLC | 0.51% | Reduce -3.6% | 14,121 | $1.8M |
| Salomon & Ludwin, LLC | 0.19% | Add +9.7% | 13,970 | $1.8M |
| Avos Capital Management, LLC | 1.19% | Reduce -31.6% | 13,958 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +51.7% | 13,911 | $1.8M |
| Essex Financial Services, Inc. | 0.13% | Reduce -0.9% | 13,786 | $1.8M |
| Evanson Asset Management, LLC | 0.13% | Add +0.4% | 13,744 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +73.3% | 13,843 | $1.8M |
| Trust Co. of Oklahoma | 0.61% | Reduce -1.5% | 13,667 | $1.8M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +71.0% | 13,562 | $1.8M |
| Capital Wealth Alliance, LLC | 1.04% | Add +5.6% | 13,453 | $1.7M |
| Bessemer Group Inc. | 0.00% | Add +1.2% | 13,452 | $1.7M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -16.6% | 13,405 | $1.7M |
| Baker Ellis Asset Management LLC | 0.25% | Reduce -12.7% | 13,380 | $1.7M |
| Global Strategic Investment Solutions, LLC | 0.20% | Add +0.4% | 13,051 | $1.7M |
| Evelyn Partners Investment Management Services Ltd | 0.28% | Add +1.5% | 12,987 | $1.7M |
| Partners Wealth Management, LLC | 1.85% | Reduce -1.2% | 12,567 | $1.6M |
| Curran Financial Partners, LLC | 0.40% | New | 12,440 | $1.6M |
| Sharper & Granite LLC | 0.66% | Reduce -0.6% | 12,360 | $1.6M |
| FRG Family Wealth Advisors LLC | 0.31% | Reduce -6.8% | 12,340 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -5.4% | 12,162 | $1.6M |
| HB Wealth Management, LLC | 0.01% | Add +18.7% | 12,100 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.8% | 11,972 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +5.3% | 11,935 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -63.9% | 11,907 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -6.5% | 11,896 | $1.5M |
| Citizens Financial Group Inc. | 0.03% | Reduce -2.3% | 11,788 | $1.5M |
| Tocqueville Asset Management L.P. | 0.03% | Reduce -71.4% | 11,780 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +7.5% | 11,614 | $1.5M |
| Quadrature Capital Ltd | 0.03% | Reduce -94.2% | 11,476 | $1.5M |
| Assetmark, Inc. | 0.00% | Add +78.5% | 11,376 | $1.5M |
| Enclave Advisors LLC | 0.24% | Reduce -0.3% | 10,975 | $1.4M |
| FAS Wealth Partners, Inc. | 0.12% | Add +0.7% | 10,891 | $1.4M |
| American Institute for Advanced Investment Management, LLP | 1.08% | Reduce -3.4% | 10,890 | $1.4M |
| Lowe Brockenbrough & Co. Inc. | 0.09% | No change | 10,652 | $1.4M |
| SBI Securities Co., Ltd. | 0.05% | Add +6.6% | 10,468 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.10% | Reduce -1.0% | 10,397 | $1.3M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.0% | 10,388 | $1.3M |
| Salem Investment Counselors Inc. | 0.05% | Reduce -0.3% | 10,374 | $1.3M |
| Athena Investment Management | 0.81% | Reduce -0.5% | 10,337 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -9.5% | 10,295 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -6.6% | 10,233 | $1.3M |
| Goldstone Financial Group, LLC | 0.20% | Reduce -14.8% | 10,218 | $1.3M |
| Fiduciary Trust Co | 0.02% | Reduce -0.9% | 10,192 | $1.3M |
| Waverly Advisors, LLC | 0.02% | Add +0.8% | 10,169 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -63.9% | 10,166 | $1.3M |
| Gibraltar Capital Management, Inc. | 0.28% | New | 10,140 | $1.3M |
| Provenance Wealth Advisors, LLC | 0.19% | No change | 10,072 | $1.3M |
| Avalon Capital Management | 0.37% | Add +151.2% | 9,941 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | No change | 9,932 | $1.3M |
| Whittier Trust Co. | 0.02% | Reduce -3.9% | 9,855 | $1.3M |
| Asset Management Group, Inc. | 0.23% | Add +0.7% | 9,735 | $1.3M |
| Valeo Financial Advisors, LLC | 0.04% | Add +1.7% | 9,717 | $1.3M |
| Factor Wealth Management LTD | 0.39% | Add +1.1% | 9,699 | $1.3M |
| Simplicity Wealth,LLC | 0.10% | Add +379.1% | 9,581 | $1.2M |
| Blue Trust, Inc. | 0.02% | Add +390.1% | 9,401 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +3.0% | 9,337 | $1.2M |
| Rather & Kittrell, Inc. | 0.26% | No change | 9,255 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -0.2% | 9,174 | $1.2M |
| NWF Advisory Services Inc. | 0.16% | Add +2.4% | 9,044 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +1484.7% | 9,033 | $1.2M |
| Fiduciary Group, LLC | 0.12% | Add +3.3% | 9,018 | $1.2M |
| Avion Wealth | 0.30% | No change | 9,610 | $1.2M |
| TCI Wealth Advisors, Inc. | 0.09% | Reduce -31.5% | 8,970 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Reduce -58.6% | 8,950 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -81.3% | 8,841 | $1.1M |
| Kinloch Capital, LLC | 0.54% | New | 8,623 | $1.1M |
| Citigroup Inc. | 0.00% | Reduce -45.0% | 8,551 | $1.1M |
| PFG Advisors | 0.06% | Add +0.6% | 8,513 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Reduce -6.8% | 8,502 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -68.0% | 8,500 | $1.1M |
| First Heartland Consultants, Inc. | 0.11% | Add +199.5% | 8,480 | $1.1M |
| Y-Intercept (Hong Kong) Ltd | 0.07% | New | 8,437 | $1.1M |
| Arax Advisory Partners | 0.07% | Add +6.3% | 8,389 | $1.1M |
| Sonata Capital Group Inc. | 0.47% | Add +1.4% | 8,390 | $1.1M |
| Tyler-Stone Wealth Management | 0.19% | Add +15.1% | 8,347 | $1.1M |
| Main Street Financial Solutions, LLC | 0.09% | Add +131.1% | 8,279 | $1.1M |
| Calton & Associates, Inc. | 0.24% | Reduce -1.1% | 8,227 | $1.1M |
| Fisher Asset Management | 0.00% | Add +22.2% | 8,224 | $1.1M |
| Vickerman Investment Advisors, Inc. | 0.24% | Add +15.5% | 8,219 | $1.1M |
| Fee-Only Financial Planning, L.C. | 0.69% | No change | 7,800 | $1.0M |
| Strategic Blueprint, LLC | 0.05% | Add +31.6% | 7,750 | $1.0M |
| First Financial Corp. | 0.49% | Reduce -11.7% | 7,740 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +9.3% | 7,718 | $1.0M |
| Comprehensive Money Management Services LLC | 0.80% | Reduce -1.2% | 7,664 | $994K |
| WNY Asset Management, LLC | 0.12% | Add +358.2% | 7,648 | $992K |
| Optima Capital LLC | 0.63% | Reduce -1.4% | 7,634 | $990K |
| Fiduciary Alliance LLC | 0.10% | Add +4.8% | 7,597 | $985K |
| J.W. Cole Advisors, Inc. | 0.03% | New | 7,555 | $980K |
| Simmons Bank | 0.07% | No change | 7,543 | $978K |
| Mission Wealth Management, LP | 0.02% | Add +0.3% | 7,449 | $966K |
| Clark Capital Management Group, Inc. | 0.01% | New | 7,330 | $951K |
| Phillips Financial Management, LLC | 0.07% | Add +0.3% | 7,259 | $942K |
| First Bancorp, Inc | 0.60% | Reduce -0.8% | 7,145 | $927K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.03% | Reduce -44.6% | 7,130 | $925K |
| SeaCrest Wealth Management, LLC | 0.10% | Reduce -24.4% | 7,075 | $918K |
| Checchi Capital Advisers, LLC | 0.06% | Reduce -1.0% | 7,042 | $913K |
| Financial Management Network Inc. | 0.21% | Reduce -1.1% | 8,412 | $913K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +1.5% | 7,007 | $909K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +1.3% | 6,977 | $905K |
| Financial Perspectives, Inc | 0.31% | Add +0.2% | 6,971 | $904K |
| Fiduciary Family Office, LLC | 0.30% | New | 6,944 | $901K |
| Savant Capital, LLC | 0.01% | Reduce -14.9% | 6,817 | $884K |
| Hoge Financial Services, LLC | 0.61% | Reduce -8.8% | 6,755 | $876K |
| Resonant Capital Advisors, LLC | 0.06% | Add +1.7% | 6,742 | $874K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +0.3% | 6,737 | $874K |
| Blackston Financial Advisory Group, LLC | 0.58% | Reduce -2.5% | 6,611 | $858K |
| Warner Financial, Inc. | 0.38% | Reduce -17.3% | 6,609 | $857K |
| Northern Trust Corp. | 0.00% | Reduce -3.5% | 6,600 | $856K |
| Allworth Financial LP | 0.00% | Add +12.4% | 7,276 | $834K |
| Advisory Services Network, LLC | 0.02% | Add +8.2% | 6,357 | $825K |
| Sheets Smith Wealth Management | 0.10% | Reduce -4.9% | 6,321 | $820K |
| Cora Capital Advisors LLC | 0.39% | Reduce -1.1% | 6,316 | $819K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +1.1% | 6,296 | $817K |
| Arkadios Wealth Advisors | 0.03% | Add +137.8% | 6,289 | $816K |
| Aveo Capital Partners, LLC | 0.14% | Reduce -7.3% | 7,236 | $814K |
| Institute for Wealth Management, LLC. | 0.10% | Reduce -5.5% | 6,274 | $814K |
| Atticus Wealth Management, LLC | 0.27% | Reduce -4.6% | 6,273 | $814K |
| Sandy Spring Bank | 0.03% | Add +0.8% | 6,236 | $809K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.0% | 6,211 | $806K |
| Focus Financial Network, Inc. | 0.03% | Add +1.4% | 6,161 | $799K |
| Versant Capital Management, Inc | 0.13% | Add +0.3% | 6,131 | $795K |
| Equitable Holdings, Inc. | 0.01% | Add +13.5% | 6,129 | $795K |
| Advisors Capital Management, LLC | 0.01% | Add +2.9% | 6,077 | $788K |
| DAVENPORT & Co LLC | 0.00% | Reduce -9.1% | 6,038 | $783K |
| Parsons Capital Management Inc. | 0.04% | No change | 6,023 | $781K |
| Windsor Advisory Group, LLC | 1.01% | No change | 6,000 | $778K |
| Global Wealth Management, LLC | 0.45% | Add +0.7% | 5,982 | $776K |
| Deutsche Bank AG | 0.00% | Add +1.4% | 5,982 | $776K |
| Tiaa Trust, National Association | 0.00% | Add +219.3% | 5,961 | $773K |
| Modera Wealth Management, LLC | 0.01% | Add +0.4% | 5,905 | $766K |
| Commerce Bank | 0.00% | No change | 5,875 | $762K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.8% | 7,165 | $759K |
| SOL Capital Management CO | 0.08% | No change | 5,800 | $752K |
| Raab & Moskowitz Asset Management LLC | 0.19% | Add +4.3% | 5,787 | $751K |
| Bailard, Inc. | 0.02% | Reduce -36.9% | 5,773 | $749K |
| International Assets Investment Management, LLC | 0.06% | Add +150.6% | 5,707 | $740K |
| Madison Wealth Partners, Inc | 0.18% | Add +0.7% | 5,607 | $727K |
| Holderness Investments Co. | 0.17% | Add +0.0% | 5,596 | $726K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +7.7% | 5,593 | $726K |
| Center for Financial Planning, Inc. | 0.09% | No change | 5,494 | $713K |
| Tranquility Partners, LLC | 0.28% | Reduce -0.7% | 5,492 | $712K |
| Stephens Inc. | 0.01% | Reduce -9.3% | 5,472 | $710K |
| Principle Wealth Partners LLC | 0.05% | Reduce -4.7% | 5,464 | $709K |
| IVC Wealth Advisors LLC | 0.37% | Add +16.3% | 5,360 | $695K |
| Colony Family Offices, LLC | 0.22% | Reduce -15.0% | 5,323 | $690K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +16.4% | 5,308 | $688K |
| VPR Management LLC | 0.33% | No change | 5,300 | $687K |
| Franklin Resources Inc. | 0.00% | Reduce -1.9% | 5,244 | $680K |
| MontVue Capital Management, Inc. | 0.54% | Reduce -0.4% | 5,240 | $680K |
| Exchange Capital Management, Inc. | 0.11% | Add +67.8% | 5,237 | $679K |
| Cypress Wealth Services, LLC | 0.14% | Add +5.0% | 5,197 | $674K |
| Financial Advocates Investment Management | 0.05% | Add +1.6% | 5,107 | $662K |
| RiverFront Investment Group, LLC | 0.01% | Add +55.3% | 5,011 | $650K |
| Barr E S & Co. | 0.04% | No change | 5,000 | $649K |
| Cambridge Advisors Inc. | 0.14% | Reduce -10.8% | 4,978 | $646K |
| IHT Wealth Management, LLC | 0.02% | Add +2.2% | 4,966 | $644K |
| Birchcreek Wealth Management, LLC | 0.40% | Reduce -2.0% | 4,901 | $636K |
| Betterment LLC | 0.00% | New | 4,896 | $635K |
| TD Private Client Wealth LLC | 0.02% | Add +80.4% | 4,776 | $619K |
| Vista Investment Management | 0.24% | Reduce -3.8% | 4,747 | $616K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -2.0% | 4,671 | $606K |
| Kohmann Bosshard Financial Services, LLC | 0.07% | No change | 4,625 | $600K |
| Caldwell Sutter Capital, Inc. | 0.29% | Reduce -7.6% | 4,620 | $599K |
| Patten & Patten Inc. | 0.04% | Reduce -23.1% | 4,612 | $598K |
| Wealthspire Retirement, LLC | 0.05% | Add +2.0% | 4,607 | $598K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.2% | 4,601 | $597K |
| Mutual Advisors, LLC | 0.02% | Reduce -7.5% | 5,130 | $588K |
| Rwa Wealth Partners, LLC | 0.01% | Add +28.6% | 4,469 | $580K |
| Scotia Capital Inc. | 0.00% | Add +15.9% | 4,458 | $578K |
| Fischer Financial Services, Inc. | 0.18% | Reduce -1.4% | 4,420 | $573K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +6.9% | 4,410 | $572K |
| BlackRock, Inc. | 0.00% | Add +22.0% | 4,385 | $569K |
| Park Avenue Securities LLC | 0.01% | New | 4,371 | $567K |
| PDS Planning, Inc | 0.05% | Reduce -0.6% | 4,298 | $557K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -20.5% | 4,271 | $554K |
| Union Savings Bank | 0.27% | No change | 4,229 | $549K |
| Capital Insight Partners, LLC | 0.09% | No change | 4,177 | $542K |
| Compass Financial Group, INC | 0.10% | Add +4.2% | 4,164 | $540K |
| Western Wealth Management, LLC | 0.04% | Add +0.2% | 4,146 | $538K |
| Farther Finance Advisors, LLC | 0.01% | Add +154.5% | 4,090 | $533K |
| One Charles Private Wealth Services, LLC | 0.17% | Add +10.0% | 4,091 | $531K |
| Steel Grove Capital Advisors, LLC | 0.08% | Reduce -4.0% | 4,090 | $531K |
| Summit Financial, LLC | 0.01% | Add +4.2% | 4,075 | $529K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -55.4% | 4,025 | $522K |
| Investment Research & Advisory Group, Inc. | 0.21% | No change | 3,965 | $514K |
| Cape Cod Five Cents Savings Bank | 0.05% | No change | 4,196 | $514K |
| WPWealth LLP | 0.10% | No change | 3,947 | $512K |
| TrueMark Investments, LLC | 0.13% | New | 3,916 | $508K |
| Heartwood Wealth Advisors LLC | 0.06% | No change | 3,907 | $507K |
| Silver Oak Securities, Incorporated | 0.05% | Add +67.0% | 3,947 | $507K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -23.2% | 3,883 | $504K |
| Graves Light Lenhart Wealth, Inc. | 0.06% | Reduce -3.9% | 3,866 | $501K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -83.1% | 3,781 | $500K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -23.0% | 3,826 | $496K |
| US Bancorp \de | 0.00% | Reduce -0.5% | 3,817 | $495K |
| Trinity Financial Advisors LLC | 0.18% | Add +117.7% | 4,112 | $495K |
| Guyasuta Investment Advisors Inc. | 0.03% | No change | 3,740 | $485K |
| Sittner & Nelson, LLC | 0.21% | No change | 3,730 | $484K |
| Valtrion Capital Management, LLC | 0.65% | New | 3,704 | $481K |
| UNIVEST FINANCIAL Corp | 0.03% | Reduce -6.6% | 3,663 | $475K |
| Olistico Wealth, LLC | 0.29% | Add +11.2% | 3,629 | $471K |
| Advantage Trust Co | 0.28% | No change | 3,615 | $469K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,611 | $468K |
| Stephen J. Garry & Associates, LLC | 0.44% | Reduce -67.4% | 3,594 | $466K |
| Northside Capital Management, LLC | 0.07% | No change | 3,538 | $459K |
| J. Safra Sarasin Holding AG | 0.01% | Add +2.9% | 3,500 | $454K |
| &partners | 0.00% | Reduce -3.4% | 3,533 | $454K |
| Disciplined Investments, LLC | 0.21% | Add +0.7% | 3,482 | $452K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -14.5% | 3,478 | $451K |
| Certified Advisory Corp | 0.05% | Reduce -1.4% | 3,472 | $450K |
| Chatham Capital Group, Inc. | 0.07% | No change | 3,450 | $448K |
| Vanguard Group Inc. | 0.00% | Add +0.0% | 3,443 | $447K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.2% | 3,395 | $440K |
| Idaho Trust Co | 0.18% | Reduce -0.4% | 3,393 | $440K |
| Park Square Financial Group, LLC | 0.34% | Reduce -5.5% | 3,322 | $431K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -9.1% | 3,321 | $431K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -87.5% | 3,307 | $429K |
| Manchester Capital Management LLC | 0.05% | No change | 3,303 | $428K |
| MAI Capital Management | 0.00% | Reduce -6.3% | 3,291 | $427K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.3% | 3,270 | $424K |
| Northeast Investment Management | 0.02% | No change | 3,268 | $424K |
| Blume Capital Management, Inc. | 0.10% | No change | 3,260 | $423K |
| United Advisor Group, LLC | 0.09% | Add +3.7% | 3,247 | $421K |
| Cullen/Frost Bankers, Inc. | 0.01% | New | 3,235 | $420K |
| Indiana Trust & Investment Management Co | 0.15% | No change | 3,200 | $415K |
| Wedmont Private Capital | 0.02% | Reduce -0.1% | 3,775 | $413K |
| BOS Asset Management, LLC | 0.14% | Reduce -5.3% | 3,186 | $413K |
| HHM Wealth Advisors, LLC | 0.06% | Add +14.8% | 3,180 | $412K |
| Legacy Financial Group LLC | 0.06% | Add +0.4% | 3,151 | $409K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +1.9% | 3,141 | $407K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -13.5% | 3,167 | $407K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +45.6% | 3,109 | $403K |
| Blue Chip Partners, LLC | 0.03% | Reduce -41.8% | 3,078 | $399K |
| Plan Group Financial, LLC | 0.14% | Add +48.8% | 3,049 | $395K |
| Independent Wealth Network Inc. | 0.16% | Add +6.8% | 3,014 | $391K |
| Cwm, LLC | 0.00% | Add +7.3% | 2,997 | $389K |
| Caprock Group, LLC | 0.01% | Reduce -10.7% | 2,995 | $389K |
| CWA Asset Management Group, LLC | 0.02% | New | 2,962 | $384K |
| Boston Family Office LLC | 0.03% | Add +3.4% | 2,957 | $384K |
| Tritonpoint Wealth, LLC | 0.04% | No change | 2,945 | $382K |
| Mitchell McLeod Pugh & Williams Inc. | 0.08% | No change | 2,944 | $382K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.5% | 2,922 | $379K |
| Arete Wealth Advisors, LLC | 0.03% | Add +13.2% | 2,918 | $378K |
| Freestone Capital Holdings, LLC | 0.01% | Add +52.9% | 2,892 | $375K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -14.0% | 2,885 | $374K |
| Garde Capital, Inc. | 0.02% | No change | 2,884 | $374K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -28.1% | 2,865 | $372K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -6.2% | 2,862 | $371K |
| SC&H Financial Advisors, Inc. | 0.07% | No change | 2,842 | $369K |
| Cove Private Wealth, LLC | 0.20% | No change | 2,839 | $368K |
| Panoramic Investment Advisors, LLC | 0.25% | Add +0.6% | 2,834 | $368K |
| Verus Financial Partners, Inc. | 0.04% | Add +0.7% | 3,344 | $367K |
| Debussy Capital Management LP | 0.06% | Add +78.3% | 2,828 | $367K |
| SteelPeak Wealth, LLC | 0.02% | Add +0.6% | 2,813 | $365K |
| Jane Street Group, LLC | 0.00% | Reduce -87.2% | 2,808 | $364K |
| Cowa, LLC | 0.16% | Reduce -0.9% | 2,800 | $363K |
| BSW Wealth Partners | 0.05% | No change | 2,789 | $362K |
| Leavell Investment Management, Inc. | 0.02% | No change | 2,785 | $361K |
| Total Clarity Wealth Management, Inc. | 0.12% | No change | 2,967 | $360K |
| Avantax Planning Partners, Inc. | 0.01% | Add +65.7% | 2,765 | $359K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,758 | $358K |
| Yoder Wealth Management, Inc. | 0.20% | No change | 2,754 | $357K |
| IFG Advisory, LLC | 0.02% | Reduce -10.7% | 2,743 | $356K |
| Trust Point Inc. | 0.03% | No change | 2,731 | $354K |
| Bank of Montreal | 0.00% | Reduce -5.1% | 2,723 | $353K |
| Chemistry Wealth Management LLC | 0.08% | No change | 2,699 | $350K |
| Harbour Investments, Inc. | 0.01% | Reduce -11.4% | 2,696 | $350K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -23.3% | 2,677 | $347K |
| Brown Advisory Inc. | 0.00% | Add +37.6% | 2,668 | $346K |
| Roble, Belko & Company, Inc | 0.06% | Add +141.0% | 2,665 | $346K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +11.5% | 2,645 | $343K |
| RBA Wealth Management, LLC | 0.13% | Reduce -6.0% | 2,616 | $339K |
| Strait & Sound Wealth Management LLC | 0.16% | Add +5.1% | 2,602 | $338K |
| Kovack Advisors, Inc. | 0.04% | Reduce -10.9% | 2,592 | $336K |
| Two Sigma Securities, LLC | 0.05% | New | 2,577 | $334K |
| Ted Buchan & Co | 0.16% | Reduce -16.0% | 2,567 | $333K |
| Collaborative Wealth Managment Inc. | 0.15% | No change | 2,546 | $330K |
| Triumph Capital Management | 0.11% | Add +0.7% | 2,544 | $330K |
| StoneX Group Inc. | 0.02% | Reduce -21.8% | 2,508 | $325K |
| Gibson Wealth Advisors LLC | 0.26% | No change | 2,500 | $324K |
| Guidance Capital, Inc. | 0.10% | Reduce -53.8% | 2,819 | $323K |
| Myecfo, LLC | 0.17% | Reduce -6.8% | 2,477 | $321K |
| Hanover Advisors Inc. | 0.14% | Add +13.3% | 2,477 | $321K |
| Causey Wealth LLC | 0.18% | Reduce -51.1% | 2,466 | $320K |
| IFP Advisors, Inc | 0.01% | Reduce -15.1% | 2,436 | $316K |
| Prostatis Group LLC | 0.10% | Reduce -1.9% | 2,422 | $314K |
| Soltis Investment Advisors LLC | 0.03% | Add +5.0% | 2,385 | $309K |
| Retirement Planning Group, LLC | 0.01% | New | 2,368 | $307K |
| Brookwood Investment Group LLC | 0.05% | — | 2,367 | $307K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.8% | 2,366 | $307K |
| Sequent Planning LLC | 0.11% | Add +12.7% | 2,338 | $303K |
| Hilltop Holdings Inc. | 0.02% | Add +4.7% | 2,333 | $303K |
| Financial & Tax Architects, LLC | 0.08% | Reduce -1.1% | 2,310 | $300K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | Reduce -1.5% | 2,292 | $297K |
| WMG Financial Advisors, LLC | 0.13% | Reduce -9.3% | 2,280 | $296K |
| Colton Groome Financial Advisors, LLC | 0.11% | New | 2,630 | $294K |
| Capital Advantage, Inc. | 0.05% | No change | 2,425 | $294K |
| Disciplined Investors, L.L.C. | 0.26% | No change | 2,257 | $293K |
| Level Four Advisory Services, LLC | 0.01% | Add +6.2% | 2,219 | $288K |
| CRA Financial Services, LLC | 0.05% | New | 2,217 | $288K |
| Firestone Capital Management | 0.07% | Add +0.1% | 2,201 | $285K |
| Black Diamond Financial, LLC | 0.04% | Reduce -8.5% | 2,198 | $285K |
| KDK Private Wealth Management, LLC | 0.32% | No change | 2,196 | $285K |
| Caitlin John, LLC | 0.28% | Reduce -1.8% | 2,182 | $283K |
| Welch & Forbes LLC | 0.00% | No change | 2,178 | $283K |
| Sentinel Trust Co. Lba | 0.03% | Reduce -11.4% | 2,170 | $281K |
| AQR Capital Management | 0.00% | New | 2,165 | $281K |
| Welch Group, LLC | 0.01% | No change | 2,167 | $278K |
| Cibc World Market Inc. | 0.00% | Reduce -44.6% | 2,142 | $278K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.1% | 2,133 | $277K |
| National Bank of Canada | 0.00% | Reduce -11.5% | 2,125 | $275K |
| Sound View Wealth Advisors Group, LLC | 0.02% | No change | 2,102 | $273K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 2,100 | $272K |
| NorthLanding Financial Partners, LLC | 0.27% | New | 2,082 | $270K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 2,069 | $268K |
| JFS Wealth Advisors, LLC | 0.02% | Reduce -26.8% | 2,069 | $268K |
| Opus Capital Group, LLC | 0.03% | Add +0.2% | 2,066 | $268K |
| Townsquare Capital LLC | 0.00% | Reduce -6.4% | 2,038 | $264K |
| Modern Wealth Management, LLC | 0.01% | Reduce -6.7% | 2,037 | $264K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -6.7% | 2,032 | $263K |
| Berkeley Capital Partners, LLC | 0.07% | Reduce -37.8% | 2,022 | $262K |
| Northeast Financial Consultants Inc | 0.01% | No change | 2,006 | $260K |
| FLC Capital Advisors | 0.06% | No change | 2,000 | $259K |
| Clearstead Advisors, LLC | 0.00% | Reduce -20.4% | 2,000 | $259K |
| Nilsine Partners, LLC | 0.03% | Add +10.6% | 1,975 | $256K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -43.2% | 1,938 | $252K |
| Smith Asset Management Co., LLC | 0.24% | New | 1,943 | $252K |
| Bridge Creek Capital Management LLC | 0.08% | Reduce -7.8% | 1,913 | $248K |
| Howard Wealth Management, LLC | 0.14% | Reduce -11.4% | 1,892 | $245K |
| Strategic Financial Concepts, LLC | 0.05% | New | 1,870 | $243K |
| Awm Capital, LLC | 0.03% | New | 1,867 | $242K |
| Glenmede Trust Co. NA | 0.00% | Reduce -66.3% | 1,851 | $240K |
| Petix & Botte Co | 0.06% | No change | 1,844 | $239K |
| Bogart Wealth, LLC | 0.01% | No change | 1,844 | $239K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.6% | 1,819 | $236K |
| Integrity Alliance, Llc. | 0.01% | New | 1,814 | $235K |
| Intellectus Partners, LLC | 0.06% | Add +0.4% | 1,811 | $235K |
| LongView Wealth Management | 0.07% | Reduce -2.5% | 1,807 | $234K |
| Jacobi Capital Management LLC | 0.02% | Reduce -0.9% | 1,802 | $234K |
| GFS Advisors, LLC | 0.05% | No change | 1,800 | $233K |
| Pure Financial Advisors, LLC | 0.00% | No change | 1,795 | $233K |
| Sowell Financial Services LLC | 0.01% | New | 1,783 | $231K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 1,779 | $231K |
| Optimist Retirement Group LLC | 0.11% | Add +0.3% | 1,750 | $227K |
| Twelve Points Wealth Management LLC | 0.06% | No change | 1,745 | $226K |
| PKS Advisory Services, LLC | 0.06% | New | 1,744 | $226K |
| Summit Trail Advisors, LLC | 0.01% | No change | 1,741 | $226K |
| Main Management LLC | 0.02% | Reduce -19.4% | 1,722 | $223K |
| Boltwood Capital Management | 0.07% | Reduce -17.3% | 1,713 | $222K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,708 | $222K |
| Proficio Capital Partners LLC | 0.02% | New | 1,704 | $221K |
| Tumwater Wealth Management, LLC | 0.12% | Reduce -0.1% | 1,703 | $221K |
| Titleist Asset Management, LLC | 0.03% | Add +0.1% | 1,696 | $220K |
| Smith, Moore & Co. | 0.02% | Reduce -47.9% | 1,692 | $219K |
| Wealthedge Investment Advisors, LLC | 0.10% | Add +0.4% | 1,668 | $216K |
| Red Crane Wealth Management, LLC | 0.20% | New | 1,650 | $214K |
| Wilson & Boucher Capital Management, LLC | 0.16% | No change | 1,650 | $214K |
| Hardin Capital Partners, LLC | 0.13% | New | 1,643 | $213K |
| McClarren Financial Advisors, Inc. | 0.14% | Reduce -6.2% | 1,534 | $213K |
| Consolidated Portfolio Review Corp | 0.03% | New | 1,633 | $212K |
| BNC Wealth Management, LLC | 0.08% | Reduce -1.6% | 1,626 | $211K |
| Wood Tarver Financial Group, LLC | 0.07% | Reduce -15.7% | 1,617 | $210K |
| Strategic Investment Solutions, Inc. | 0.06% | Reduce -30.2% | 1,609 | $209K |
| Chicago Partners Investment Group LLC | 0.01% | New | 1,854 | $209K |
| Sharp Wealth Advisory, LLC | 0.16% | New | 1,600 | $208K |
| Oak Hill Wealth Advisors, LLC | 0.05% | New | 1,600 | $208K |
| Keel Point, LLC | 0.02% | New | 1,596 | $207K |
| Colonial Trust Co / SC | 0.03% | Add +17.2% | 1,589 | $206K |
| First PREMIER Bank | 0.05% | Reduce -17.2% | 1,586 | $206K |
| Compound Planning, Inc. | 0.01% | New | 1,588 | $206K |
| North Star Investment Management Corp. | 0.01% | Add +14.8% | 1,579 | $205K |
| Vermillion Wealth Management, Inc. | 0.06% | Add +0.8% | 1,574 | $204K |
| Quartz Partners, LLC | 0.12% | New | 1,569 | $204K |
| Security Financial Services, INC. | 0.04% | Reduce -6.5% | 1,542 | $200K |
| TD Capital Management LLC | 0.02% | Reduce -0.4% | 1,542 | $200K |
| BNP Paribas Financial Markets | 0.00% | Add +4.9% | 1,514 | $196K |
| Principal Securities, Inc. | 0.00% | No change | 1,612 | $196K |
| Covestor Ltd | 0.13% | Reduce -10.9% | 1,440 | $187K |
| Beacon Capital Management, LLC | 0.03% | Add +57.2% | 1,427 | $185K |
| AdvisorNet Financial, Inc | 0.01% | Add +8.9% | 1,397 | $181K |
| City State Bank | 0.06% | Add +1.5% | 1,322 | $171K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,300 | $169K |
| Kings Path Partners LLC | 0.08% | No change | 1,215 | $158K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,168 | $151K |
| Continuum Advisory, LLC | 0.02% | Add +5.2% | 1,163 | $151K |
| Arlington Trust Co LLC | 0.03% | No change | 1,150 | $149K |
| Investors Research Corp | 0.03% | Reduce -6.0% | 1,139 | $148K |
| Security National Bank | 0.03% | Reduce -9.8% | 1,051 | $136K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -41.5% | 1,013 | $131K |
| AlphaCore Capital LLC | 0.01% | New | 1,008 | $131K |
| WFA Asset Management Corp | 0.07% | Reduce -19.1% | 989 | $130K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +70.6% | 969 | $126K |
| BTG Pactual Asset Management US LLC | 0.02% | Add +0.4% | 960 | $125K |
| NorthRock Partners, LLC | 0.00% | Reduce -49.7% | 954 | $124K |
| First Horizon Advisors, Inc. | 0.00% | Add +15.6% | 920 | $119K |
| Cheviot Value Management, LLC | 0.01% | New | 1,047 | $118K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 910 | $110K |
| Spire Wealth Management | 0.00% | Add +28.5% | 839 | $109K |
| VSM Wealth Advisory, LLC | 0.04% | Add +0.1% | 834 | $108K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -13.6% | 828 | $107K |
| N.E.W. Advisory Services LLC | 0.01% | New | 811 | $105K |
| Kathleen S. Wright Associates Inc. | 0.04% | Add +14.3% | 800 | $104K |
| Cape Investment Advisory, Inc. | 0.04% | No change | 764 | $99K |
| Accredited Wealth Management, LLC | 0.08% | No change | 750 | $97K |
| Lanark Financial, Inc. | 0.01% | — | 748 | $97K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 743 | $96K |
| Glen Eagle Advisors, LLC | 0.02% | Add +0.3% | 708 | $92K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -10.3% | 697 | $90K |
| Nova Wealth Management, Inc. | 0.08% | Reduce -57.9% | 680 | $88K |
| Larson Financial Group LLC | 0.00% | Add +19.0% | 677 | $88K |
| Eq Wealth Advisors, LLC | 0.07% | New | 654 | $85K |
| Rialto Wealth Management, LLC | 0.03% | Reduce -29.9% | 630 | $82K |
| Quadrant Capital Group LLC | 0.00% | Reduce -2.6% | 609 | $79K |
| Opal Wealth Advisors, LLC | 0.02% | New | 602 | $78K |
| Trust Co. of Vermont | 0.00% | No change | 600 | $78K |
| McIlrath & Eck, LLC | 0.01% | No change | 596 | $77K |
| Costello Asset Management, INC | 0.03% | New | 590 | $77K |
| Russell Investments Group, Ltd. | 0.00% | Add +19.6% | 580 | $75K |
| Robinswood Financial LLC | 0.03% | No change | 550 | $71K |
| Abound Wealth Management | 0.02% | Add +27.8% | 501 | $65K |
| TruNorth Capital Management, LLC | 0.02% | No change | 500 | $65K |
| Bristlecone Advisors, LLC | 0.01% | New | 500 | $65K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.4% | 489 | $63K |
| High Note Wealth, LLC | 0.01% | No change | 461 | $60K |
| Centricity Wealth Management, LLC | 0.05% | No change | 449 | $58K |
| Davis Capital Management | 0.05% | Reduce -5.6% | 438 | $57K |
| Kiker Wealth Management, LLC | 0.04% | New | 408 | $53K |
| Golden State Wealth Management, LLC | 0.01% | No change | 396 | $51K |
| Cranbrook Wealth Management, LLC | 0.01% | Add +5.9% | 377 | $49K |
| Banque Cantonale Vaudoise | 0.00% | — | 372 | $48K |
| Coastline Trust Co | 0.01% | No change | 370 | $48K |
| Proffitt & Goodson Inc. | 0.01% | Reduce -39.8% | 359 | $47K |
| Evermay Wealth Management LLC | 0.01% | No change | 356 | $46K |
| Global Financial Private Client, LLC | 0.02% | Reduce -28.8% | 351 | $46K |
| Advanced Asset Management Advisors Inc | 0.01% | New | 345 | $45K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 345 | $45K |
| Coldstream Capital Management Inc. | 0.00% | New | 341 | $44K |
| Key Financial Inc | 0.01% | No change | 333 | $43K |
| Hurley Capital, LLC | 0.03% | New | 330 | $43K |
| Qube Research & Technologies Ltd | 0.00% | Add +182.3% | 319 | $41K |
| EPG Wealth Management LLC | 0.01% | Add +0.6% | 316 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +0.3% | 311 | $40K |
| SJS Investment Consulting Inc. | 0.01% | No change | 290 | $38K |
| Headlands Technologies LLC | 0.00% | Add +984.6% | 282 | $37K |
| Smartleaf Asset Management LLC | 0.00% | Add +165.4% | 276 | $35K |
| Cloud Capital Management, LLC | 0.02% | — | 268 | $34K |
| Mather Group, Llc. | 0.00% | Add +49.1% | 261 | $34K |
| Quest 10 Wealth Builders, Inc. | 0.04% | Add +0.4% | 257 | $33K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 254 | $33K |
| Gables Capital Management Inc. | 0.02% | No change | 239 | $31K |
| Capital Analysts, LLC | 0.00% | No change | 240 | $31K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +5.8% | 238 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 236 | $31K |
| Gleason Group, Inc. | 0.01% | Add +0.5% | 213 | $28K |
| Bank of New Hampshire | 0.01% | No change | 210 | $27K |
| Tradewinds Capital Management, LLC | 0.01% | Add +1.0% | 202 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 200 | $26K |
| HM Payson & Co. | 0.00% | No change | 200 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -3.0% | 197 | $26K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 192 | $25K |
| Hughes Financial Services, LLC | 0.00% | New | 188 | $25K |
| MilWealth Group LLC | 0.01% | No change | 185 | $24K |
| Matrix Private Capital Group LLC | 0.01% | Add +1.1% | 184 | $24K |
| Private Wealth Management Group, LLC | 0.01% | No change | 183 | $24K |
| Brooklyn Investment Group | 0.00% | Add +216.4% | 174 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 170 | $22K |
| West Branch Capital LLC | 0.01% | Reduce -17.0% | 166 | $22K |
| Vision Financial Markets LLC | 0.02% | No change | 156 | $20K |
| Briaud Financial Planning Inc | 0.01% | No change | 155 | $20K |
| Northwest Capital Management Inc | 0.01% | No change | 152 | $20K |
| MCF Advisors LLC | 0.00% | Add +0.7% | 152 | $20K |
| Darwin Wealth Management, LLC | 0.01% | No change | 155 | $19K |
| Ameriflex Group, Inc. | 0.01% | No change | 144 | $19K |
| Archer Investment Corp | 0.00% | No change | 142 | $18K |
| Westside Investment Management, Inc. | 0.00% | Add +468.0% | 142 | $18K |
| Clark Wealth Partners | 0.01% | Reduce -58.1% | 130 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 128 | $17K |
| NFSG Corp | 0.00% | No change | 123 | $16K |
| Winch Advisory Services, LLC | 0.00% | Add +0.8% | 122 | $16K |
| Hara Capital LLC | 0.01% | No change | 121 | $16K |
| Anfield Capital Management, LLC | 0.01% | Add +16.7% | 112 | $15K |
| St Germain D J Co. Inc. | 0.00% | No change | 105 | $14K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.00% | No change | 100 | $13K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 100 | $13K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 100 | $13K |
| SVB Wealth LLC | 0.00% | New | 100 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -47.6% | 97 | $13K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 108 | $12K |
| Hanson & Doremus Investment Management | 0.00% | New | 96 | $12K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +20.0% | 90 | $12K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.2% | 85 | $11K |
| Copia Wealth Management | 0.01% | Reduce -74.5% | 83 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +115.8% | 82 | $11K |
| 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 | $10K |
| PrairieView Partners, LLC | 0.00% | No change | 84 | $10K |
| Wealth Preservation Advisors, LLC | 0.01% | — | 77 | $10K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 77 | $10K |
| Creekmur Asset Management LLC | 0.00% | No change | 75 | $10K |
| Crews Bank & Trust | 0.00% | Reduce -50.0% | 75 | $10K |
| Cooksen Wealth, LLC | 0.01% | New | 71 | $9K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 72 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +75.6% | 72 | $9K |
| HighMark Wealth Management LLC | 0.01% | No change | 69 | $9K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 68 | $9K |
| Raffa Wealth Management, LLC | 0.00% | No change | 64 | $8K |
| Tsfg, LLC | 0.00% | No change | 64 | $8K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 55 | $7K |
| CENTRAL TRUST Co | 0.00% | Reduce -38.2% | 55 | $7K |
| Paladin Advisory Group, LLC | 0.01% | No change | 52 | $7K |
| Rice Partnership, LLC | 0.00% | Add +2.0% | 52 | $7K |
| North Ridge Wealth Advisors, Inc. | 0.00% | No change | 51 | $7K |
| Citizens National Bank Trust Department | 0.00% | No change | 50 | $6K |
| Signaturefd, LLC | 0.00% | Reduce -95.4% | 47 | $6K |
| Rothschild Investment LLC | 0.00% | No change | 45 | $6K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 41 | $5K |
| Hopwood Financial Services, Inc. | 0.00% | No change | 40 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 42 | $5K |
| Rogco, LP | 0.00% | Add +153.3% | 38 | $5K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 38 | $5K |
| GeoWealth Management, LLC | 0.00% | Reduce -97.7% | 37 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Add +12.5% | 36 | $5K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 31 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 35 | $4K |
| Painted Porch Advisors LLC | 0.00% | New | 25 | $3K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 25 | $3K |
| Asset Dedication, LLC | 0.00% | No change | 22 | $3K |
| Independence Bank of Kentucky | 0.00% | Add +162.5% | 21 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 18 | $2K |
| North Capital, Inc. | 0.00% | — | 15 | $2K |
| Hexagon Capital Partners LLC | 0.00% | New | 10 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -46.7% | 8 | $1K |
| Valley National Advisers Inc. | 0.00% | Reduce -84.9% | 8 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 5 | $1K |
| Activest Wealth Management | 0.00% | No change | 7 | $908 |
| Concord Wealth Partners | 0.00% | New | 4 | $535 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 3 | $389 |
| Central Pacific Bank - Trust Division | 0.00% | No change | 1 | $130 |
"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.