Vanguard Energy ETFVDEETF

13F holders, Q2 2025 (June 30)
648holders −47
29new positions
72sold out
4famous investors
$119.15avg. 13F price*

At the end of Q2 2025, 648 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, down 47 from Q1 2025. 29 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($251.4M), Morgan Stanley ($189.7M) and Wells Fargo & Company ($147.1M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
Vanguard Energy ETF
CUSIP
92204A306
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions29$21.7M
Exits72$44.5M

All 13F filers, Q1 2025 → Q2 2025: 2,125,402 shares bought and 1,540,861 shares sold, net +584,541 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 648 holders

Bank of America Corp. 0.02% Reduce -2.1% 2,110,528 $251.4M
Morgan Stanley 0.01% Reduce -3.0% 1,592,839 $189.7M
Wells Fargo & Company 0.03% Add +4.9% 1,235,213 $147.1M
UBS Group AG 0.03% Reduce -11.5% 1,063,096 $126.6M
Wealthfront Advisers LLC 0.27% Reduce -2.8% 882,562 $105.1M
Manufacturers Life Insurance Company, The 0.09% Add +9.0% 860,760 $102.5M
Beacon Capital Management, Inc. 4.63% Add +1631.3% 754,276 $89.8M
LPL Financial LLC 0.03% Add +13.2% 699,258 $83.3M
Envestnet Asset Management Inc. 0.01% Reduce -22.8% 427,520 $50.9M
Royal Bank of Canada 0.01% Add +1.3% 414,302 $49.4M
BNP Paribas Financial Markets 0.03% Add +23247.2% 353,477 $42.1M
SCS Capital Management LLC 0.45% Add +2.7% 344,174 $41.0M
PGIM Custom Harvest LLC 0.81% Reduce -14.6% 330,346 $39.4M
Stifel Financial Corp. 0.04% Add +0.5% 318,691 $38.0M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -13.0% 263,004 $31.3M
HighTower Advisors, LLC 0.04% Add +11.8% 245,750 $29.3M
Empower Advisory Group, LLC 0.09% Add +7.5% 243,129 $29.0M
Raymond James Financial Inc. 0.01% Reduce -8.8% 227,993 $27.2M
Cetera Investment Advisers 0.04% Reduce -18.7% 209,821 $25.0M
Commonwealth Equity Services, LLC 0.03% Add +27.3% 185,192 $22.1M
Cambridge Associates LLC /Ma/ 0.48% Add +10.0% 184,100 $21.9M
Osaic Holdings, Inc. 0.03% Reduce -28.4% 162,990 $19.4M
Greenwood Gearhart LLC 1.18% Add +7.2% 159,110 $19.0M
Corient Private Wealth LP 0.02% Reduce -4.6% 153,536 $18.3M
Ameriprise Financial Inc. 0.00% Add +4.5% 154,602 $18.3M
Evergreen Capital Management LLC 0.51% Add +1.6% 141,768 $16.9M
Rockefeller Capital Management L.P. 0.04% Reduce -0.5% 135,460 $16.1M
Zuckerman Investment Group, LLC 1.38% Add +2.1% 118,984 $14.2M
JPMorgan Chase & Co. 0.00% Reduce -2.6% 112,562 $13.4M
Estate Counselors, LLC 1.31% Reduce -1.2% 111,960 $13.3M
Cambridge Investment Research Advisors, Inc. 0.04% Reduce -1.9% 111,688 $13.3M
Mercer Global Advisors Inc. 0.03% Add +25.8% 109,357 $13.0M
TrueWealth Financial Partners 7.07% Reduce -6.0% 107,687 $12.8M
PNC Financial Services Group, Inc. 0.01% Add +0.8% 103,189 $12.3M
Greenline Partners, LLC 1.60% Reduce -0.3% 99,939 $11.9M
CMH Wealth Management LLC 2.65% Reduce -18.0% 95,407 $11.4M
Allen Wealth Management, LLC 7.79% Add +0.6% 93,550 $11.1M
Altfest L J & Co. Inc. 1.16% New 82,792 $9.9M
D.A. Davidson & Co. 0.07% Reduce -2.9% 81,981 $9.8M
Bfsg, LLC 1.05% Reduce -5.2% 78,428 $9.3M
Goldman Sachs Group Inc. 0.00% Add +67.7% 74,209 $8.8M
Creative Planning 0.01% Add +8.4% 73,257 $8.7M
Citadel Advisors 0.01% Add +455.9% 66,189 $7.9M
M&T Bank Corp 0.03% Reduce -17.1% 64,609 $7.7M
Roundview Capital LLC 0.51% Reduce -1.3% 64,280 $7.7M
Captrust Financial Advisors 0.02% Reduce -28.1% 59,928 $7.1M
Evelyn Partners Asset Management Ltd 1.81% Add +2.8% 59,841 $7.1M
KCM Investment Advisors LLC 0.22% Reduce -8.5% 53,893 $6.4M
Sanctuary Advisors, LLC 0.04% Add +0.5% 53,854 $6.4M
Evolution Wealth Advisors, LLC 0.92% Reduce -4.8% 52,765 $6.3M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -9.3% 50,448 $6.2M
Elgethun Capital Management 1.24% Add +3.0% 51,697 $6.2M
GoalFusion Wealth Management, LLC 3.16% Add +4.4% 51,636 $6.2M
Avantax Advisory Services, Inc. 0.03% Reduce -2.6% 51,463 $6.1M
McKinley Carter Wealth Services, Inc. 0.34% Add +0.3% 51,239 $6.1M
SWAN Capital LLC 2.57% Reduce -45.1% 49,670 $5.9M
Pathstone Holdings, LLC 0.02% Add +0.1% 49,297 $5.9M
Neuberger Berman Group LLC 0.00% Add +105.3% 48,779 $5.8M
MML Investors Services, LLC 0.02% Reduce -2.5% 48,495 $5.8M
Choreo, LLC 0.07% Add +409.2% 45,018 $5.4M
Stratos Wealth Advisors, LLC 0.28% Add +1001.8% 44,346 $5.3M
Ameritas Advisory Services, LLC 0.27% Reduce -17.5% 42,825 $5.1M
Kestra Advisory Services, LLC 0.02% Add +17.9% 42,177 $5.0M
Shilanski & Associates, Inc. 1.40% Add +2.7% 41,277 $4.9M
CW Advisors, LLC 0.05% Reduce -44.2% 40,225 $4.8M
Foundations Investment Advisors, LLC 0.07% Add +13.6% 39,392 $4.7M
Fifth Third Bancorp 0.02% Reduce -4.9% 39,251 $4.7M
Strengthening Families & Communities, LLC 2.57% Reduce -4.8% 38,523 $4.6M
Lido Advisors, LLC 0.02% Add +6.1% 36,779 $4.4M
Anchor Investment Management, LLC 0.37% Add +12.5% 35,153 $4.2M
Keudell/Morrison Wealth Management 0.92% Add +1.0% 34,755 $4.1M
Cerity Partners LLC 0.01% Add +1.3% 34,484 $4.1M
Atria Wealth Solutions, Inc. 0.09% Reduce -38.7% 33,599 $4.0M
Montag A & Associates Inc. 0.20% Reduce -1.9% 33,704 $4.0M
Orion Porfolio Solutions, LLC 0.03% Add +2.9% 33,480 $4.0M
Full Sail Capital, LLC 0.23% Add +19.2% 33,341 $4.0M
Twin Focus Capital Partners, LLC 0.55% No change 32,977 $3.9M
Parallel Advisors, LLC 0.08% Reduce -0.2% 32,360 $3.9M
Prospera Financial Services Inc 0.07% Add +175.8% 32,031 $3.8M
Hollencrest Capital Management 0.16% Add +0.5% 31,912 $3.8M
Atria Investments, Inc 0.04% Reduce -1.1% 31,528 $3.8M
Centaurus Financial, Inc. 0.22% Add +3.5% 31,517 $3.8M
Axiom Financial Strategies, LLC 2.09% Reduce -1.4% 31,467 $3.7M
Truist Financial Corp. 0.01% Reduce -47.1% 30,841 $3.7M
Natixis Advisors, LLC 0.01% Reduce -0.4% 30,485 $3.6M
LRI Investments, LLC 0.30% Add +9.6% 29,338 $3.5M
Richmond Brothers, Inc. 2.29% Reduce -4.8% 29,320 $3.5M
Praetorian Wealth Management, Inc. 0.79% Reduce -20.6% 28,979 $3.5M
MassMutual Private Wealth & Trust, FSB 0.09% Add +4.5% 27,888 $3.3M
Boxwood Ventures, Inc. 4.27% No change 27,720 $3.3M
Family Firm, Inc. 0.79% Reduce -4.4% 27,489 $3.3M
Private Advisor Group, LLC 0.02% Reduce -7.0% 26,621 $3.2M
AlphaCore Capital LLC 0.12% Add +2522.6% 26,436 $3.1M
Silver Coast Investments LLC 1.11% Add +6.1% 25,559 $3.0M
Seamount Financial Group Inc. 1.53% Add +3.5% 25,011 $3.0M
Bleakley Financial Group, LLC 0.08% Reduce -3.6% 24,928 $3.0M
Assetmark, Inc. 0.01% Add +118.8% 24,896 $3.0M
HC Advisors, LLC 2.09% Add +4.6% 24,887 $3.0M
Quantinno Capital Management LP 0.01% Reduce -9.3% 24,709 $2.9M
Valmark Advisers, Inc. 0.04% Reduce -1.0% 24,499 $2.9M
Accel Wealth Management 0.95% Reduce -50.4% 23,871 $2.8M
Financial Freedom, LLC 1.53% Add +0.5% 23,767 $2.8M
Uptown Financial Advisors LLC 2.63% Add +11.7% 23,745 $2.8M
Thrivent Financial for Lutherans 0.01% Add +527.2% 23,714 $2.8M
Janney Montgomery Scott LLC 0.01% Add +7.3% 23,548 $2.8M
Alexander Labrunerie & Co., Inc. 1.16% Reduce -0.8% 23,545 $2.8M
RFG Holdings, Inc. 0.81% Reduce -5.1% 23,537 $2.8M
Mariner, LLC 0.00% Reduce -12.2% 23,488 $2.8M
Royal Fund Management, LLC 0.30% Add +5.5% 23,341 $2.8M
Blair William & Co. 0.01% Reduce -14.1% 23,361 $2.8M
Syon Capital LLC 0.18% Reduce -34.2% 23,239 $2.8M
Tower Research Capital LLC (TRC) 0.07% Add +772866.7% 23,189 $2.8M
Stratos Wealth Partners, LTD. 0.04% Reduce -4.9% 23,109 $2.8M
My Personal CFO, LLC 1.25% Add +12.5% 23,078 $2.7M
Concurrent Investment Advisors, LLC 0.05% Add +2.9% 22,974 $2.7M
Comerica Bank 0.01% Add +8.6% 22,666 $2.7M
Bank of New York Mellon Corp 0.00% Reduce -5.2% 22,562 $2.7M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -18.8% 22,503 $2.7M
Cherry Creek Investment Advisors, Inc. 1.23% Reduce -4.1% 21,986 $2.6M
Strategic Investment Solutions, Inc. 0.78% Add +1249.9% 21,720 $2.6M
NorthCoast Asset Management LLC 0.01% Add +815.1% 21,651 $2.6M
Jones Financial Companies LLLP 0.00% Add +55.1% 21,469 $2.6M
Smallwood Wealth Investment Management, LLC 1.46% Add +2.4% 21,539 $2.6M
Founders Grove Wealth Partners, LLC 0.62% Add +4.8% 20,879 $2.5M
NewEdge Advisors, LLC 0.01% Reduce -4.9% 20,630 $2.5M
Johnson Investment Counsel Inc. 0.02% Add +3.9% 20,623 $2.5M
North Forty Two & Co. 2.57% Add +2.5% 20,292 $2.4M
Exchange Traded Concepts, LLC 0.03% Add +2.8% 19,920 $2.4M
Ieq Capital, LLC 0.01% New 19,626 $2.3M
Bokf, NA 0.04% Reduce -12.8% 19,093 $2.3M
Brighton Jones LLC 0.06% Add +0.8% 19,071 $2.3M
CX Institutional 0.08% Add +16.9% 18,972 $2.3M
North Star Asset Management Inc. 0.10% Add +2.6% 18,928 $2.3M
Susquehanna International Group, LLP 0.00% Add +51.8% 18,178 $2.2M
Newport Capital Group, LLC 1.44% Add +2.8% 17,882 $2.1M
WBH Advisory Inc. 0.18% Add +11.6% 17,841 $2.1M
Trinity Legacy Partners, LLC 0.51% Reduce -0.5% 17,529 $2.1M
Indie Asset Partners, LLC 3.81% Reduce -9.0% 17,582 $2.1M
Synovus Financial Corp. 0.03% Reduce -3.2% 17,575 $2.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -43.8% 17,419 $2.1M
Bonfire Financial 1.65% Add +3.9% 16,930 $2.0M
World Investment Advisors 0.04% Reduce -5.7% 15,819 $1.9M
Oppenheimer & Co. Inc. 0.02% Add +3.5% 15,816 $1.9M
Freedom Investment Management, Inc. 0.15% New 15,710 $1.9M
FMR LLC 0.00% Reduce -7.7% 15,650 $1.9M
Atlas Capital Advisors Inc. 0.23% Reduce -30.1% 15,559 $1.9M
Independent Financial Group, LLC 0.05% Add +6.2% 15,437 $1.8M
Fca Corp. 0.55% Add +1.3% 15,404 $1.8M
Brookstone Capital Management 0.02% Add +89.7% 14,640 $1.7M
Noble Family Wealth, LLC 0.43% Reduce -18.4% 14,612 $1.7M
Curran Financial Partners, LLC 0.38% Add +17.4% 14,604 $1.7M
Fifth Third Securities, Inc. 0.13% Add +8.8% 14,581 $1.7M
Private Wealth Advisors, LLC 0.67% Add +1.2% 14,432 $1.7M
EP Wealth Advisors, LLC 0.01% Add +20.8% 14,364 $1.7M
Avos Capital Management, LLC 0.97% Add +2.6% 14,318 $1.7M
O'ROURKE & COMPANY, Inc 0.79% Reduce -14.7% 14,198 $1.7M
Ashton Thomas Securities, LLC 0.41% Add +0.5% 14,197 $1.7M
Tudor Investment Corporation 0.01% Reduce -57.3% 14,120 $1.7M
Beacon Pointe Advisors, LLC 0.02% Add +14.4% 13,916 $1.7M
Park National Corp. 0.05% Reduce -15.7% 13,862 $1.7M
Elite Financial, Inc. 0.81% Reduce -8.0% 13,724 $1.6M
Evanson Asset Management, LLC 0.10% Add +0.1% 13,763 $1.6M
Partners Wealth Management, LLC 1.86% No change 12,567 $1.6M
Salomon & Ludwin, LLC 0.16% Reduce -3.9% 13,421 $1.6M
Trust Co. of Oklahoma 0.51% Reduce -0.9% 13,540 $1.6M
O'shaughnessy Asset Management, LLC 0.01% Reduce -0.5% 13,500 $1.6M
Arkadios Wealth Advisors 0.05% Add +111.2% 13,284 $1.6M
Capital Wealth Alliance, LLC 0.83% Reduce -3.8% 12,938 $1.5M
Tranquilli Financial Advisor LLC 0.95% Reduce -35.4% 12,933 $1.5M
Global Strategic Investment Solutions, LLC 0.16% Reduce -2.3% 12,746 $1.5M
Tocqueville Asset Management L.P. 0.02% Add +7.1% 12,620 $1.5M
Evelyn Partners Investment Management Services Ltd 0.22% Reduce -3.6% 12,521 $1.5M
Cresset Asset Management, LLC 0.01% Reduce -39.1% 12,468 $1.5M
Baker Ellis Asset Management LLC 0.20% Reduce -9.0% 12,180 $1.5M
FRG Family Wealth Advisors LLC 0.25% Reduce -1.4% 12,170 $1.4M
Sharper & Granite LLC 0.55% Reduce -3.9% 11,880 $1.4M
Sigma Planning Corp 0.04% Reduce -1.6% 11,740 $1.4M
Patriot Investment Management Group, Inc. 0.10% Add +11.0% 11,543 $1.4M
Goldstone Financial Group, LLC 0.18% Add +9.8% 11,216 $1.4M
FAS Wealth Partners, Inc. 0.10% Add +3.7% 11,293 $1.3M
Essex Financial Services, Inc. 0.09% Reduce -18.4% 11,246 $1.3M
Resonant Capital Advisors, LLC 0.08% Add +62.9% 10,983 $1.3M
Mission Wealth Management, LP 0.03% Add +46.5% 10,911 $1.3M
Mutual Advisors, LLC 0.03% Add +100.8% 10,302 $1.3M
Blue Trust, Inc. 0.01% Add +11.6% 10,493 $1.2M
Gibraltar Capital Management, Inc. 0.24% Add +2.4% 10,385 $1.2M
Athena Investment Management 0.69% Reduce -0.3% 10,305 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -26.8% 10,182 $1.2M
Global Retirement Partners, LLC 0.03% — 10,177 $1.2M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -54.1% 10,162 $1.2M
SBI Securities Co., Ltd. 0.03% Reduce -3.7% 10,082 $1.2M
Peapack Gladstone Financial Corp. 0.02% Reduce -1.7% 10,058 $1.2M
Jane Street Group, LLC 0.00% Add +256.6% 10,012 $1.2M
Focus Partners Wealth 0.00% Reduce -2.9% 10,000 $1.2M
HRT Financial LP 0.01% New 9,986 $1.2M
Fiduciary Trust Co 0.01% Reduce -2.3% 9,963 $1.2M
Factor Wealth Management LTD 0.32% Add +2.3% 9,920 $1.2M
Hershey Financial Advisers, LLC 1.06% — 9,911 $1.2M
Arax Advisory Partners 0.05% Add +17.9% 9,889 $1.2M
Koshinski Asset Management, Inc. 0.09% Reduce -0.6% 9,872 $1.2M
Lowe Brockenbrough & Co. Inc. 0.07% Reduce -7.4% 9,867 $1.2M
Whittier Trust Co. 0.01% Reduce -0.1% 9,843 $1.2M
Valeo Financial Advisors, LLC 0.03% Add +0.7% 9,787 $1.2M
Asset Management Group, Inc. 0.20% Reduce -0.5% 9,683 $1.2M
NWF Advisory Services Inc. 0.14% Add +6.2% 9,602 $1.1M
Salem Investment Counselors Inc. 0.04% Reduce -8.3% 9,514 $1.1M
Geneos Wealth Management Inc. 0.03% Reduce -65.7% 9,511 $1.1M
Enclave Advisors LLC 0.18% Reduce -14.3% 9,406 $1.1M
Waverly Advisors, LLC 0.01% Reduce -7.7% 9,387 $1.1M
AE Wealth Management LLC 0.01% Reduce -8.5% 9,300 $1.1M
Bessemer Group Inc. 0.00% Reduce -30.9% 9,290 $1.1M
Rather & Kittrell, Inc. 0.22% Add +0.1% 9,262 $1.1M
Main Street Financial Solutions, LLC 0.08% Add +10.8% 9,169 $1.1M
Federation des caisses Desjardins du Quebec 0.00% Add +0.7% 9,096 $1.1M
Tyler-Stone Wealth Management 0.17% Add +8.8% 9,082 $1.1M
Fiduciary Group, LLC 0.10% Reduce -0.2% 9,001 $1.1M
Meridian Wealth Management, LLC 0.05% Add +207.7% 8,991 $1.1M
Citizens Financial Group Inc. 0.02% Reduce -24.0% 8,957 $1.1M
Moneta Group Investment Advisors LLC 0.01% Reduce -2.4% 8,956 $1.1M
American Institute for Advanced Investment Management, LLP 0.75% Reduce -17.8% 8,951 $1.1M
CoreCap Advisors, LLC 0.04% Reduce -0.4% 8,916 $1.1M
TCI Wealth Advisors, Inc. 0.07% Reduce -0.9% 8,893 $1.1M
Citigroup Inc. 0.00% Add +1.4% 8,669 $1.0M
First Heartland Consultants, Inc. 0.09% Add +1.6% 8,612 $1.0M
Financial Management Network Inc. 0.18% Reduce -0.8% 8,341 $1.0M
Merit Financial Group, LLC 0.01% Add +0.2% 8,519 $1.0M
Calton & Associates, Inc. 0.17% Add +1.1% 8,320 $991K
Comprehensive Money Management Services LLC 0.75% Add +8.0% 8,276 $986K
Fisher Asset Management 0.00% Add +0.1% 8,233 $981K
Sonata Capital Group Inc. 0.38% Reduce -4.2% 8,040 $958K
Qube Research & Technologies Ltd 0.00% Add +2383.1% 7,921 $944K
Simmons Bank 0.07% Add +4.2% 7,863 $937K
Fee-Only Financial Planning, L.C. 0.58% No change 7,800 $929K
GTS Securities LLC 0.04% New 7,699 $917K
Fiduciary Alliance LLC 0.07% Add +0.0% 7,598 $905K
J.W. Cole Advisors, Inc. 0.02% Add +0.1% 7,562 $901K
Nations Financial Group Inc, /Ia/ 0.06% Add +7.5% 7,534 $897K
Cornerstone Wealth Management, LLC 0.05% Add +10.5% 7,447 $887K
International Assets Investment Management, LLC 0.07% Add +30.3% 7,438 $886K
Prime Capital Investment Advisors, LLC 0.01% Reduce -29.1% 7,364 $877K
First Financial Corp. 0.39% Reduce -5.2% 7,335 $874K
CIBC Private Wealth Group LLC 0.00% Add +1.7% 7,288 $868K
Savant Capital, LLC 0.01% Add +6.5% 7,262 $865K
GWN Securities Inc. 0.16% Reduce -74.2% 7,216 $862K
Phillips Financial Management, LLC 0.06% Reduce -0.7% 7,208 $859K
First Bancorp, Inc 0.49% No change 7,145 $851K
Checchi Capital Advisers, LLC 0.06% Add +0.1% 7,047 $839K
BlackRock, Inc. 0.00% Add +58.0% 6,926 $825K
Signature Estate & Investment Advisors LLC 0.02% Reduce -2.0% 6,839 $815K
Allworth Financial LP 0.00% Reduce -6.2% 6,828 $813K
Arrowroot Family Office, LLC 0.36% — 6,769 $806K
Financial Perspectives, Inc 0.24% Reduce -4.5% 6,661 $793K
Versant Capital Management, Inc 0.12% Add +7.7% 6,604 $787K
Great Valley Advisor Group, Inc. 0.02% Add +24.1% 6,587 $785K
Exchange Capital Management, Inc. 0.12% Add +25.2% 6,557 $781K
Blackston Financial Advisory Group, LLC 0.49% Reduce -1.4% 6,520 $777K
Mason Investment Advisory Services, Inc. 0.04% Add +3.0% 6,484 $772K
Atlantic Union Bankshares Corp 0.02% New 6,330 $754K
CGN Advisors LLC 0.07% New 6,305 $751K
Global Wealth Management, LLC 0.41% Add +0.8% 6,029 $746K
Focus Financial Network, Inc. 0.03% Add +0.4% 6,183 $736K
Sheets Smith Wealth Management 0.09% Reduce -2.3% 6,175 $736K
Commerce Bank 0.00% Add +4.9% 6,165 $734K
Advisors Capital Management, LLC 0.01% Add +0.1% 6,080 $724K
Vickerman Investment Advisors, Inc. 0.15% Reduce -26.6% 6,035 $719K
Windsor Advisory Group, LLC 1.01% No change 6,000 $715K
Parsons Capital Management Inc. 0.04% Reduce -0.4% 5,998 $714K
Deutsche Bank AG 0.00% No change 5,982 $713K
HB Wealth Management, LLC 0.01% Reduce -50.8% 5,949 $709K
Equitable Holdings, Inc. 0.01% Reduce -3.1% 5,938 $707K
Modera Wealth Management, LLC 0.01% Add +0.5% 5,933 $707K
Cora Capital Advisors LLC 0.31% Reduce -6.1% 5,928 $706K
Optima Capital LLC 0.38% Reduce -22.6% 5,907 $704K
Bailard, Inc. 0.02% Add +0.3% 5,789 $690K
Total Clarity Wealth Management, Inc. 0.20% Add +94.7% 5,776 $688K
Farther Finance Advisors, LLC 0.01% Add +40.8% 5,757 $686K
Avion Wealth 0.16% Reduce -40.1% 5,754 $685K
Advisory Services Network, LLC 0.01% Reduce -12.2% 5,582 $684K
Baird Financial Group, Inc. 0.00% Reduce -7.8% 5,726 $682K
Madison Wealth Partners, Inc 0.15% Add +0.8% 5,651 $673K
SOL Capital Management CO 0.06% Reduce -3.5% 5,600 $667K
Center for Financial Planning, Inc. 0.08% No change 5,494 $654K
Tranquility Partners, LLC 0.23% No change 5,492 $654K
Principle Wealth Partners LLC 0.04% Add +0.0% 5,465 $651K
Hoge Financial Services, LLC 0.40% Reduce -19.9% 5,410 $644K
Stephens Inc. 0.01% Reduce -1.3% 5,401 $643K
Raab & Moskowitz Asset Management LLC 0.15% Reduce -8.0% 5,325 $634K
Colony Family Offices, LLC 0.16% No change 5,323 $634K
VPR Management LLC 0.30% No change 5,300 $631K
Nordwand Advisors, LLC 0.10% New 5,290 $630K
Cypress Wealth Services, LLC 0.11% Add +1.2% 5,261 $627K
Northern Trust Corp. 0.00% Reduce -20.4% 5,256 $626K
MontVue Capital Management, Inc. 0.44% No change 5,240 $624K
Birchcreek Wealth Management, LLC 0.35% Add +4.4% 5,116 $609K
&partners 0.00% Add +44.0% 5,088 $606K
Financial Advocates Investment Management 0.05% Reduce -0.4% 5,087 $606K
Vista Investment Management 0.22% Add +7.0% 5,078 $605K
IVC Wealth Advisors LLC 0.29% Reduce -6.5% 5,010 $597K
Barr E S & Co. 0.03% No change 5,000 $596K
Tiaa Trust, National Association 0.00% Reduce -16.7% 4,963 $591K
IHT Wealth Management, LLC 0.02% Reduce -0.4% 4,944 $589K
Financial Engines Advisors L.L.C. 0.00% Add +84.3% 4,875 $581K
TD Private Client Wealth LLC 0.01% Add +1.9% 4,868 $580K
Betterment LLC 0.00% Reduce -1.9% 4,804 $572K
Snowden Capital Advisors LLC 0.02% Add +2.2% 4,773 $569K
DAVENPORT & Co LLC 0.00% Reduce -21.4% 4,745 $565K
Kohmann Bosshard Financial Services, LLC 0.06% No change 4,625 $551K
Wealthspire Advisors, LLC 0.00% No change 4,601 $548K
Patten & Patten Inc. 0.04% Reduce -0.4% 4,594 $547K
Summit Financial, LLC 0.01% Add +8.4% 4,416 $526K
Insigneo Advisory Services, LLC 0.05% New 4,410 $525K
Wealthspire Retirement, LLC 0.03% Reduce -5.2% 4,369 $520K
Union Savings Bank 0.24% No change 4,229 $518K
NorthCrest Asset Manangement, LLC 0.01% Reduce -4.4% 4,215 $515K
Cape Cod Five Cents Savings Bank 0.05% No change 4,196 $514K
Caldwell Sutter Capital, Inc. 0.24% Reduce -6.7% 4,310 $513K
PDS Planning, Inc 0.04% Add +0.2% 4,308 $513K
Valtrion Capital Management, LLC 0.61% Add +15.0% 4,259 $507K
Scotia Capital Inc. 0.00% Reduce -5.1% 4,231 $504K
Grove Bank & Trust 0.06% Reduce -76.9% 4,203 $501K
Trinity Financial Advisors LLC 0.15% Add +0.4% 4,127 $492K
United Capital Financial Advisors, LLC 0.00% Reduce -4.1% 4,095 $488K
Investment Research & Advisory Group, Inc. 0.18% Add +0.8% 3,995 $476K
Sequoia Financial Advisors, LLC 0.00% Add +13.8% 3,959 $472K
WPWealth LLP 0.08% No change 3,947 $470K
Silver Oak Securities, Incorporated 0.04% Reduce -0.6% 3,923 $467K
Wedmont Private Capital 0.02% Add +0.2% 3,784 $467K
Heartwood Wealth Advisors LLC 0.05% Reduce -0.2% 3,900 $465K
UNIVEST FINANCIAL Corp 0.03% Add +5.5% 3,866 $461K
United Advisor Group, LLC 0.08% Add +18.8% 3,856 $459K
Axxcess Wealth Management, LLC 0.01% Reduce -0.4% 3,812 $454K
Western Wealth Management, LLC 0.03% Reduce -8.2% 3,808 $454K
Fischer Financial Services, Inc. 0.13% Reduce -14.4% 3,783 $451K
Warner Financial, Inc. 0.18% Reduce -43.1% 3,761 $448K
Guyasuta Investment Advisors Inc. 0.03% No change 3,740 $446K
Graves Light Lenhart Wealth, Inc. 0.05% Reduce -3.4% 3,734 $445K
Sittner & Nelson, LLC 0.18% No change 3,730 $444K
Holderness Investments Co. 0.09% Reduce -34.9% 3,643 $434K
US Bancorp \de 0.00% Reduce -5.2% 3,618 $431K
Advantage Trust Co 0.21% No change 3,615 $431K
Boston Family Office LLC 0.03% Add +20.8% 3,571 $425K
Wilmington Savings Fund Society, FSB 0.01% Reduce -8.9% 3,539 $422K
Northside Capital Management, LLC 0.03% No change 3,538 $421K
Capital Insight Partners, LLC 0.07% Reduce -16.0% 3,507 $418K
Verus Financial Partners, Inc. 0.04% Add +0.8% 3,370 $416K
Certified Advisory Corp 0.04% No change 3,472 $414K
Vanguard Group Inc. 0.00% Add +0.5% 3,459 $412K
Chatham Capital Group, Inc. 0.06% No change 3,450 $411K
Disciplined Investments, LLC 0.17% Reduce -1.0% 3,448 $411K
Focus Partners Advisor Solutions, LLC 0.01% Add +28.1% 3,429 $409K
CreativeOne Wealth, LLC 0.01% Add +0.1% 3,399 $405K
Brown Brothers Harriman & Co. 0.00% Add +228.5% 3,328 $396K
Robertson Stephens Wealth Management, LLC 0.01% Add +0.1% 3,325 $396K
OneDigital Investment Advisors LLC 0.00% Add +1.1% 3,306 $394K
Manchester Capital Management LLC 0.05% No change 3,303 $393K
Olistico Wealth, LLC 0.22% Reduce -9.2% 3,296 $393K
Blume Capital Management, Inc. 0.08% No change 3,260 $388K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -42.0% 3,243 $386K
AQR Capital Management 0.00% Add +49.0% 3,226 $384K
Park Square Financial Group, LLC 0.28% Reduce -3.5% 3,205 $382K
Indiana Trust & Investment Management Co 0.13% No change 3,200 $381K
Idaho Trust Co 0.14% Reduce -6.3% 3,180 $379K
Independent Wealth Network Inc. 0.14% Add +4.4% 3,146 $375K
BOS Asset Management, LLC 0.12% Reduce -1.5% 3,139 $374K
Cambridge Advisors Inc. 0.08% Reduce -38.3% 3,073 $366K
XTX Topco Ltd 0.02% New 3,070 $366K
Plan Group Financial, LLC 0.12% No change 3,049 $363K
Ted Buchan & Co 0.14% Add +18.5% 3,041 $362K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -4.5% 3,026 $360K
Smith Asset Management Co., LLC 0.31% Add +55.6% 3,023 $360K
IFG Advisory, LLC 0.02% Add +8.6% 2,978 $355K
Ausdal Financial Partners, Inc. 0.02% Reduce -4.5% 2,970 $354K
RBA Wealth Management, LLC 0.13% Add +13.2% 2,961 $353K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 2,944 $351K
Provenance Wealth Advisors, LLC 0.05% Reduce -70.8% 2,936 $350K
Freestone Capital Holdings, LLC 0.01% Add +1.4% 2,931 $349K
J. Safra Sarasin Holding AG 0.01% Reduce -17.1% 2,900 $345K
Clearstead Advisors, LLC 0.00% Add +45.0% 2,900 $345K
Garde Capital, Inc. 0.02% No change 2,884 $344K
Cwm, LLC 0.00% Reduce -4.0% 2,877 $343K
Guidance Capital, Inc. 0.10% Add +1.2% 2,854 $343K
Compass Financial Group, INC 0.06% Reduce -31.0% 2,875 $342K
Cary Street Partners Financial LLC 0.01% No change 2,865 $341K
Panoramic Investment Advisors, LLC 0.21% Add +0.7% 2,853 $340K
SC&H Financial Advisors, Inc. 0.06% Add +0.2% 2,848 $339K
Bank of Montreal 0.00% Add +4.5% 2,847 $339K
Cove Private Wealth, LLC 0.12% No change 2,839 $338K
One Charles Private Wealth Services, LLC 0.09% Reduce -30.8% 2,832 $337K
SteelPeak Wealth, LLC 0.01% Add +0.6% 2,831 $337K
Apollon Wealth Management, LLC 0.01% Reduce -14.8% 2,817 $336K
Cowa, LLC 0.13% No change 2,800 $334K
Avalon Capital Management 0.09% Reduce -71.9% 2,793 $333K
BSW Wealth Partners 0.05% No change 2,789 $332K
Leavell Investment Management, Inc. 0.01% No change 2,785 $332K
MAI Capital Management 0.00% Reduce -15.6% 2,778 $331K
Tritonpoint Wealth, LLC 0.03% Reduce -6.4% 2,756 $328K
Yoder Wealth Management, Inc. 0.17% Reduce -0.2% 2,749 $327K
Integrated Wealth Concepts LLC 0.00% Reduce -4.1% 2,744 $327K
Trust Point Inc. 0.03% No change 2,731 $325K
L.M. Kohn & Company 0.09% New 2,718 $324K
Charles Schwab Investment Management Inc. 0.00% Reduce -5.8% 2,717 $324K
Arete Wealth Advisors, LLC 0.02% Reduce -7.4% 2,701 $322K
Chemistry Wealth Management LLC 0.07% No change 2,699 $322K
Kovack Advisors, Inc. 0.03% Add +3.9% 2,692 $321K
Crestwood Advisors Group, LLC 0.01% Reduce -27.2% 2,630 $313K
Colton Groome Financial Advisors, LLC 0.11% No change 2,630 $313K
Strategic Advocates LLC 0.09% New 2,613 $311K
Northeast Investment Management 0.01% Reduce -20.5% 2,598 $309K
Harbour Investments, Inc. 0.01% Reduce -3.8% 2,594 $309K
Brown Advisory Inc. 0.00% Reduce -2.9% 2,591 $309K
Rockbridge Investment Management, LCC 0.03% New 2,577 $307K
Hanover Advisors Inc. 0.12% Add +3.4% 2,561 $305K
Gibson Wealth Advisors LLC 0.22% No change 2,500 $298K
Avantax Planning Partners, Inc. 0.01% Reduce -9.8% 2,495 $297K
Two Sigma Securities, LLC 0.04% Reduce -3.8% 2,478 $295K
Myecfo, LLC 0.14% No change 2,477 $295K
Retirement Planning Group, LLC 0.01% Add +4.3% 2,470 $294K
Causey Wealth LLC 0.15% Add +0.0% 2,467 $294K
Financial & Tax Architects, LLC 0.07% Add +5.8% 2,443 $291K
Capital Advantage, Inc. 0.05% Add +0.6% 2,440 $291K
Sequent Planning LLC 0.09% Add +4.1% 2,433 $290K
Institute for Wealth Management, LLC. 0.03% Reduce -61.2% 2,432 $290K
Parr McKnight Wealth Management Group, LLC 0.04% Add +5.8% 2,426 $289K
Fifth Third Wealth Advisors LLC 0.01% Reduce -23.4% 2,405 $286K
Nomura Asset Management Co. Ltd. 0.00% New 2,400 $286K
Soltis Investment Advisors LLC 0.02% No change 2,385 $284K
Elm Partners Management LLC 0.02% New 2,378 $283K
Strait & Sound Wealth Management LLC 0.12% Reduce -9.7% 2,350 $280K
Collaborative Wealth Managment Inc. 0.12% Reduce -7.7% 2,349 $280K
Steel Grove Capital Advisors, LLC 0.03% Reduce -42.8% 2,340 $279K
Hilltop Holdings Inc. 0.02% Reduce -0.1% 2,330 $278K
Brookwood Investment Group LLC 0.04% Reduce -1.9% 2,322 $277K
Caitlin John, LLC 0.25% Add +4.0% 2,270 $270K
Disciplined Investors, L.L.C. 0.21% Add +0.5% 2,269 $270K
Intellectus Partners, LLC 0.06% Add +22.6% 2,221 $265K
WMG Financial Advisors, LLC 0.10% Reduce -2.7% 2,219 $264K
CRA Financial Services, LLC 0.04% No change 2,217 $264K
Nilsine Partners, LLC 0.03% Add +11.5% 2,202 $262K
Firestone Capital Management 0.06% No change 2,201 $262K
Black Diamond Financial, LLC 0.04% No change 2,198 $262K
Wealthcare Advisory Partners LLC 0.01% Add +20.3% 2,188 $261K
KDK Private Wealth Management, LLC 0.28% Reduce -0.8% 2,178 $259K
Welch Group, LLC 0.01% No change 2,167 $258K
Sentinel Trust Co. Lba 0.03% No change 2,170 $258K
National Bank of Canada 0.00% No change 2,125 $253K
PKS Advisory Services, LLC 0.06% Add +21.6% 2,120 $253K
Sound View Wealth Advisors Group, LLC 0.02% No change 2,102 $250K
Laurel Wealth Advisors LLC 0.04% No change 2,100 $250K
NorthLanding Financial Partners, LLC 0.22% Add +0.8% 2,098 $250K
Prostatis Group LLC 0.07% Reduce -14.2% 2,079 $248K
Roble, Belko & Company, Inc 0.04% Reduce -22.3% 2,070 $247K
Opus Capital Group, LLC 0.03% Add +0.2% 2,070 $247K
Walkner Condon Financial Advisors LLC 0.05% No change 2,069 $246K
Aptus Capital Advisors, LLC 0.00% Reduce -3.1% 2,067 $246K
Rwa Wealth Partners, LLC 0.00% Reduce -53.9% 2,060 $245K
Northeast Financial Consultants Inc 0.01% Add +2.5% 2,056 $245K
Covestor Ltd 0.14% Add +41.1% 2,032 $242K
Bragg Financial Advisors, Inc 0.01% Reduce -26.9% 2,016 $240K
Modern Wealth Management, LLC 0.01% Reduce -1.4% 2,009 $239K
FLC Capital Advisors 0.05% No change 2,000 $238K
Simplicity Wealth,LLC 0.01% Reduce -79.1% 2,000 $238K
Bridge Creek Capital Management LLC 0.07% Add +4.4% 1,998 $238K
Triumph Capital Management 0.07% Reduce -22.3% 1,978 $236K
Money Concepts Capital Corp. 0.02% New 1,930 $230K
Berkeley Capital Partners, LLC 0.06% Reduce -4.8% 1,925 $229K
Bogart Wealth, LLC 0.01% Add +2.7% 1,894 $226K
Chicago Partners Investment Group LLC 0.01% Reduce -1.3% 1,830 $223K
Kingswood Wealth Advisors, LLC 0.02% Reduce -3.6% 1,869 $223K
Awm Capital, LLC 0.02% No change 1,867 $222K
Thoroughbred Financial Services, LLC 0.02% New 1,856 $221K
CWA Asset Management Group, LLC 0.01% Reduce -37.6% 1,847 $220K
Petix & Botte Co 0.05% No change 1,844 $220K
Principal Securities, Inc. 0.00% Add +13.3% 1,827 $218K
Quartz Partners, LLC 0.10% Add +16.3% 1,825 $217K
Boltwood Capital Management 0.06% Add +5.3% 1,804 $215K
Howard Wealth Management, LLC 0.11% Reduce -5.0% 1,798 $214K
GFS Advisors, LLC 0.03% No change 1,800 $214K
Pure Financial Advisors, LLC 0.00% No change 1,795 $214K
Level Four Advisory Services, LLC 0.01% Reduce -19.4% 1,788 $213K
StoneX Group Inc. 0.01% Reduce -30.0% 1,755 $209K
Jacobi Capital Management LLC 0.01% Reduce -2.9% 1,750 $208K
Twelve Points Wealth Management LLC 0.06% No change 1,745 $208K
Summit Trail Advisors, LLC 0.00% No change 1,741 $207K
Sowell Financial Services LLC 0.01% Reduce -3.4% 1,722 $205K
Main Management LLC 0.02% No change 1,722 $205K
Leo Wealth, LLC 0.02% New 1,708 $203K
Tumwater Wealth Management, LLC 0.09% Add +0.2% 1,706 $203K
Coppell Advisory Solutions LLC 0.02% New 1,686 $202K
Colonial Trust Co / SC 0.03% Add +6.2% 1,688 $201K
JFS Wealth Advisors, LLC 0.01% Reduce -20.0% 1,655 $197K
First PREMIER Bank 0.05% Add +0.4% 1,592 $190K
HHM Wealth Advisors, LLC 0.02% Reduce -49.8% 1,595 $190K
Glenmede Investment Management, LP 0.00% — 1,592 $190K
North Star Investment Management Corp. 0.01% Reduce -1.9% 1,549 $184K
TD Capital Management LLC 0.02% Add +0.1% 1,544 $184K
AdvisorNet Financial, Inc 0.01% Add +9.7% 1,532 $183K
Armstrong Advisory Group, Inc. 0.01% Add +62.9% 1,482 $177K
Wood Tarver Financial Group, LLC 0.05% Reduce -8.3% 1,483 $176K
City State Bank 0.05% Add +0.8% 1,332 $159K
Beacon Capital Management, LLC 0.02% Reduce -7.9% 1,314 $156K
Vermillion Wealth Management, Inc. 0.07% Reduce -17.3% 1,302 $155K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,300 $155K
IFP Advisors, Inc 0.00% Reduce -46.8% 1,297 $155K
GPS Wealth Strategies Group, LLC 0.02% No change 1,168 $139K
Arlington Trust Co LLC 0.03% No change 1,150 $137K
Investors Research Corp 0.03% No change 1,139 $136K
Cheviot Value Management, LLC 0.01% Add +1.8% 1,066 $127K
WFA Asset Management Corp 0.07% No change 989 $126K
Kathleen S. Wright Associates Inc. 0.05% Add +25.0% 1,000 $119K
BTG Pactual Asset Management US LLC 0.02% Add +3.0% 989 $118K
Security National Bank 0.02% Reduce -9.1% 955 $114K
Capital Analysts, LLC 0.00% Add +296.3% 951 $113K
First Horizon Advisors, Inc. 0.00% Add +0.1% 921 $110K
Quaker Wealth Management, LLC 0.04% — 906 $108K
Lanark Financial, Inc. 0.01% Add +13.4% 848 $101K
VSM Wealth Advisory, LLC 0.03% Add +0.1% 835 $99K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.5% 832 $99K
Cullen/Frost Bankers, Inc. 0.00% Reduce -75.3% 800 $95K
Accredited Wealth Management, LLC 0.07% No change 750 $89K
Cardiff Park Advisors, LLC 0.01% No change 743 $89K
Glen Eagle Advisors, LLC 0.01% Reduce -0.4% 705 $84K
EverSource Wealth Advisors, LLC 0.00% Add +0.1% 698 $83K
Eq Wealth Advisors, LLC 0.05% No change 654 $78K
Spire Wealth Management 0.00% Reduce -22.2% 653 $78K
Larson Financial Group LLC 0.00% Reduce -6.1% 636 $76K
Opal Wealth Advisors, LLC 0.02% No change 602 $72K
Trust Co. of Vermont 0.00% No change 600 $71K
Costello Asset Management, INC 0.03% Reduce -3.0% 572 $68K
Atticus Wealth Management, LLC 0.02% Reduce -91.0% 566 $67K
Nova Wealth Management, Inc. 0.05% Reduce -17.8% 559 $67K
Robinswood Financial LLC 0.02% No change 550 $66K
Russell Investments Group, Ltd. 0.00% Reduce -9.7% 524 $62K
Cape Investment Advisory, Inc. 0.02% Reduce -34.4% 501 $60K
TruNorth Capital Management, LLC 0.01% No change 500 $60K
Abound Wealth Management 0.02% Reduce -0.4% 499 $59K
Evelyn Partners Investment Management LLP 0.00% New 488 $58K
Capital Investment Advisory Services, LLC 0.00% Reduce -53.0% 455 $54K
Centricity Wealth Management, LLC 0.04% No change 449 $53K
Coastline Trust Co 0.01% No change 370 $44K
Banque Cantonale Vaudoise 0.00% No change 372 $44K
Proffitt & Goodson Inc. 0.01% No change 359 $43K
Cranbrook Wealth Management, LLC 0.01% Reduce -5.6% 356 $42K
Evermay Wealth Management LLC 0.01% No change 356 $42K
Advanced Asset Management Advisors Inc 0.01% Add +2.6% 354 $42K
Golden State Wealth Management, LLC 0.01% Reduce -12.6% 346 $41K
GAMMA Investing LLC 0.00% Add +44.9% 342 $41K
Key Financial Inc 0.01% No change 333 $40K
Harbor Asset Planning, Inc. 0.04% — 330 $39K
Kings Path Partners LLC 0.01% Reduce -74.8% 306 $36K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -3.2% 301 $36K
Sound Income Strategies, LLC 0.00% Add +263.4% 298 $35K
Westside Investment Management, Inc. 0.01% Add +106.3% 293 $35K
SJS Investment Consulting Inc. 0.01% No change 290 $35K
Physician Wealth Advisors, Inc. 0.01% Reduce -18.8% 280 $33K
Brooklyn Investment Group 0.00% Add +59.2% 277 $33K
Kiker Wealth Management, LLC 0.02% Reduce -33.8% 270 $32K
Quest 10 Wealth Builders, Inc. 0.03% Add +0.8% 259 $31K
Medallion Wealth Advisors, LLC 0.01% Add +1.7% 242 $29K
Gleason Group, Inc. 0.00% Add +0.9% 215 $26K
Bank of New Hampshire 0.01% No change 210 $25K
Tradewinds Capital Management, LLC 0.01% Add +0.5% 203 $24K
CVA Family Office, LLC 0.00% No change 200 $24K
HM Payson & Co. 0.00% No change 200 $24K
Murphy & Mullick Capital Management Corp 0.02% No change 192 $24K
Creative Financial Designs Inc. 0.00% No change 197 $23K
Scarborough Advisors, LLC 0.00% New 192 $23K
MilWealth Group LLC 0.01% No change 185 $22K
Matrix Private Capital Group LLC 0.01% Add +0.5% 185 $22K
Private Wealth Management Group, LLC 0.01% No change 183 $22K
Headlands Technologies LLC 0.00% Reduce -35.8% 181 $22K
Cary Street Partners Investment Advisory LLC 0.01% Add +4.1% 177 $21K
N.E.W. Advisory Services LLC 0.00% Reduce -78.2% 177 $21K
Ameriflex Group, Inc. 0.01% Add +16.7% 168 $20K
Rialto Wealth Management, LLC 0.01% Reduce -73.3% 168 $20K
Vision Financial Markets LLC 0.02% No change 156 $19K
MCF Advisors LLC 0.00% No change 152 $18K
Northwest Capital Management Inc 0.01% No change 152 $18K
Briaud Financial Planning Inc 0.01% No change 155 $18K
Founders Financial Alliance, LLC 0.00% Reduce -70.5% 144 $17K
Archer Investment Corp 0.00% No change 142 $17K
Anfield Capital Management, LLC 0.01% Add +25.0% 140 $17K
Clark Wealth Partners 0.01% Add +0.8% 131 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 128 $15K
Winch Advisory Services, LLC 0.00% Add +0.8% 123 $15K
NFSG Corp 0.00% No change 123 $15K
Hara Capital LLC 0.01% Add +0.8% 122 $15K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 108 $13K
Copia Wealth Management 0.01% Add +28.9% 107 $13K
Smartleaf Asset Management LLC 0.00% Reduce -63.0% 102 $12K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 100 $12K
Crowley Wealth Management, Inc. 0.01% No change 100 $12K
Oxford Financial Group, LTD. LLC 0.00% No change 100 $12K
Hanson & Doremus Investment Management 0.00% No change 96 $11K
JNBA Financial Advisors 0.00% Add +17.9% 92 $11K
Dunhill Financial, LLC 0.00% New 90 $11K
New England Capital Financial Advisors LLC 0.00% Add +1.2% 86 $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
Elevate Wealth Advisory, Inc. 0.01% No change 77 $9K
Wealth Preservation Advisors, LLC 0.01% No change 77 $9K
Creekmur Asset Management LLC 0.00% No change 75 $9K
Crews Bank & Trust 0.00% No change 75 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 73 $9K
St Germain D J Co. Inc. 0.00% Reduce -33.3% 70 $8K
HighMark Wealth Management LLC 0.00% Add +1.4% 70 $8K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 68 $8K
Tsfg, LLC 0.00% Add +1.6% 65 $8K
Hantz Financial Services, Inc. 0.00% New 70 $8K
Raffa Wealth Management, LLC 0.00% No change 64 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 55 $7K
McIlrath & Eck, LLC 0.00% Reduce -90.8% 55 $7K
CENTRAL TRUST Co 0.00% No change 55 $7K
Paladin Advisory Group, LLC 0.00% No change 52 $6K
Rice Partnership, LLC 0.00% No change 52 $6K
North Ridge Wealth Advisors, Inc. 0.00% No change 51 $6K
Citizens National Bank Trust Department 0.00% No change 50 $6K
Signaturefd, LLC 0.00% No change 47 $6K
Rothschild Investment LLC 0.00% No change 45 $5K
Hazlett, Burt & Watson, Inc. 0.00% No change 42 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 41 $5K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -43.1% 41 $5K
Cooksen Wealth, LLC 0.00% Reduce -43.7% 40 $5K
Hopwood Financial Services, Inc. 0.00% No change 40 $5K
GeoWealth Management, LLC 0.00% Add +5.4% 39 $5K
Cherry Tree Wealth Management, LLC 0.00% No change 38 $5K
Wolff Wiese Magana LLC 0.00% No change 36 $4K
Cornerstone Planning Group LLC 0.00% No change 35 $4K
JDM Financial Group LLC 0.00% New 32 $4K
Boyd Watterson Asset Management LLC 0.00% No change 31 $4K
Asset Dedication, LLC 0.00% Add +36.4% 30 $4K
Decker Retirement Planning Inc. 0.00% New 26 $3K
Harbor Investment Advisory, LLC 0.00% No change 25 $3K
Private Trust Co. NA 0.00% Reduce -76.3% 23 $3K
Independence Bank of Kentucky 0.00% No change 21 $3K
Nalls Sherbakoff Group, LLC 0.00% No change 18 $2K
Twin Peaks Wealth Advisors, LLC 0.00% New 18 $2K
Bellwether Advisors, LLC 0.00% New 16 $2K
North Capital, Inc. 0.00% No change 15 $2K
Oliver Lagore Vanvalin Investment Group 0.00% — 14 $2K
West Branch Capital LLC 0.00% Reduce -92.2% 13 $2K
Franklin Resources Inc. 0.00% Reduce -99.8% 9 $1K
GHP Investment Advisors, Inc. 0.00% No change 8 $953
Activest Wealth Management 0.00% No change 7 $834
Mid-American Wealth Advisory Group, Inc. 0.00% New 5 $596
Transamerica Financial Advisors, LLC 0.00% No change 5 $552
Morton Brown Family Wealth, LLC 0.00% Reduce -99.2% 2 $250
Central Pacific Bank - Trust Division 0.00% No change 1 $119

"% of holder's portfolio" is VDE's weight in each manager's 13F, not the share of Vanguard Energy ETF the manager owns.