Vanguard Energy ETFVDEETF

13F holders, Q3 2025 (September 30)
636holders −12
44new positions
46sold out
6famous investors
$125.86avg. 13F price*

At the end of Q3 2025, 636 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, down 12 from Q2 2025. 44 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($249.8M), Morgan Stanley ($202.9M) and Wells Fargo & Company ($139.4M). 6 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 David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions44$32.4M
Exits46$19.4M

All 13F filers, Q2 2025 → Q3 2025: 1,247,034 shares bought and 1,594,973 shares sold, net −347,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 636 holders

Bank of America Corp. 0.02% Reduce -6.0% 1,984,643 $249.8M
Morgan Stanley 0.01% Add +1.2% 1,612,501 $202.9M
Wells Fargo & Company 0.03% Reduce -10.3% 1,107,445 $139.4M
UBS Group AG 0.03% Reduce -2.1% 1,040,313 $130.9M
Beacon Capital Management, Inc. 5.33% Add +17.6% 887,129 $111.7M
Wealthfront Advisers LLC 0.25% Reduce -3.4% 852,877 $107.3M
LPL Financial LLC 0.03% Add +14.6% 800,981 $100.8M
Manufacturers Life Insurance Company, The 0.08% Reduce -9.1% 782,773 $98.5M
Envestnet Asset Management Inc. 0.02% Add +16.6% 498,588 $62.8M
Royal Bank of Canada 0.01% Reduce -5.4% 391,805 $49.3M
PGIM Custom Harvest LLC 0.66% Add +4.8% 346,193 $43.6M
SCS Capital Management LLC 0.47% Reduce -1.2% 340,165 $42.8M
Stifel Financial Corp. 0.04% Reduce -1.0% 315,406 $39.7M
Cetera Investment Advisers 0.04% Add +36.0% 285,434 $35.9M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -0.3% 262,143 $33.0M
HighTower Advisors, LLC 0.04% Reduce -0.4% 244,855 $30.8M
Empower Advisory Group, LLC 0.09% Add +0.7% 244,794 $30.8M
Raymond James Financial Inc. 0.01% Reduce -3.3% 220,571 $27.8M
Osaic Holdings, Inc. 0.04% Add +32.8% 216,425 $27.4M
Cambridge Associates LLC /Ma/ 0.49% Add +14.7% 211,153 $26.6M
Greenwood Gearhart LLC 1.19% Add +3.4% 164,542 $20.7M
Mercer Global Advisors Inc. 0.03% Add +36.7% 149,540 $18.8M
Evergreen Capital Management LLC 0.42% No change 141,768 $17.8M
Rockefeller Capital Management L.P. 0.03% Add +3.7% 140,459 $17.7M
Ameriprise Financial Inc. 0.00% Reduce -11.7% 136,547 $17.2M
Commonwealth Equity Services, LLC 0.02% Reduce -29.1% 131,351 $16.5M
Quadrature Capital Ltd 0.19% New 126,011 $15.9M
Cambridge Investment Research Advisors, Inc. 0.04% Add +3.5% 115,563 $14.5M
Zuckerman Investment Group, LLC 1.35% Reduce -3.1% 115,323 $14.5M
Estate Counselors, LLC 1.23% Add +1.8% 113,970 $14.3M
Greenline Partners, LLC 1.64% Add +7.2% 107,145 $13.5M
PNC Financial Services Group, Inc. 0.01% Add +3.1% 106,366 $13.4M
JPMorgan Chase & Co. 0.00% Reduce -9.0% 102,408 $12.9M
Allen Wealth Management, LLC 8.18% Add +2.5% 95,874 $12.1M
CMH Wealth Management LLC 2.56% Add +0.2% 95,618 $12.0M
TrueWealth Financial Partners 5.63% Reduce -18.6% 87,615 $11.0M
SWAN Capital LLC 4.22% Add +66.3% 82,624 $10.4M
D.A. Davidson & Co. 0.06% Reduce -2.0% 80,308 $10.1M
Bfsg, LLC 0.90% Reduce -5.9% 73,786 $9.3M
Creative Planning 0.01% Reduce -6.3% 68,610 $8.6M
Grove Bank & Trust 0.96% Add +1443.9% 64,889 $8.2M
Goldman Sachs Group Inc. 0.00% Reduce -13.8% 63,969 $8.1M
Roundview Capital LLC 0.51% Reduce -0.6% 63,887 $8.0M
Evelyn Partners Asset Management Ltd 1.74% Add +2.4% 61,269 $7.7M
Captrust Financial Advisors 0.02% Reduce -1.6% 58,989 $7.4M
Richmond Brothers, Inc. 4.44% Add +90.5% 55,848 $7.0M
McKinley Carter Wealth Services, Inc. 0.36% Add +6.6% 54,611 $6.9M
GoalFusion Wealth Management, LLC 3.23% Add +4.1% 53,767 $6.8M
KCM Investment Advisors LLC 0.22% Reduce -1.2% 53,260 $6.7M
Sanctuary Advisors, LLC 0.04% Reduce -1.5% 53,066 $6.7M
Elgethun Capital Management 1.21% Add +2.6% 53,030 $6.7M
Evolution Wealth Advisors, LLC 0.87% Reduce -2.0% 51,712 $6.5M
MML Investors Services, LLC 0.02% Add +2.7% 49,806 $6.3M
Pathstone Holdings, LLC 0.02% Reduce -0.5% 49,061 $6.2M
Neuberger Berman Group LLC 0.00% Add +0.1% 48,824 $6.1M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.8% 48,551 $6.1M
Lido Advisors, LLC 0.03% Add +32.2% 48,615 $6.1M
M&T Bank Corp 0.02% Reduce -27.1% 47,112 $5.9M
Stratos Wealth Advisors, LLC 0.27% Add +1.9% 45,179 $5.7M
Choreo, LLC 0.07% Add +0.1% 45,053 $5.7M
Atria Investments, Inc 0.06% Add +38.2% 43,582 $5.5M
Shilanski & Associates, Inc. 1.44% Add +4.2% 43,020 $5.4M
Exchange Traded Concepts, LLC 0.05% Add +102.7% 40,381 $5.1M
Kestra Advisory Services, LLC 0.02% Reduce -4.7% 40,194 $5.1M
Foundations Investment Advisors, LLC 0.07% Add +1.8% 40,083 $5.0M
Strengthening Families & Communities, LLC 1.09% Add +1.1% 38,947 $4.9M
Fifth Third Bancorp 0.02% Reduce -3.2% 38,000 $4.8M
Centaurus Financial, Inc. 0.22% Add +16.8% 36,804 $4.6M
Orion Porfolio Solutions, LLC 0.03% Add +4.3% 34,931 $4.4M
Anchor Investment Management, LLC 0.36% Reduce -0.7% 34,899 $4.4M
Montag A & Associates Inc. 0.19% Reduce -1.5% 33,198 $4.2M
Cerity Partners LLC 0.01% Reduce -3.8% 33,190 $4.2M
Twin Focus Capital Partners, LLC 0.53% No change 32,977 $4.2M
Quantinno Capital Management LP 0.01% Add +32.1% 32,638 $4.1M
LRI Investments, LLC 0.33% Add +10.6% 32,461 $4.1M
Hollencrest Capital Management 0.15% Add +1.1% 32,261 $4.1M
Parallel Advisors, LLC 0.07% Reduce -1.1% 31,989 $4.0M
Prospera Financial Services Inc 0.07% Reduce -3.1% 31,043 $3.9M
Full Sail Capital, LLC 0.22% Reduce -6.9% 31,028 $3.9M
Truist Financial Corp. 0.01% Reduce -0.1% 30,798 $3.9M
Tudor Investment Corporation 0.03% Add +111.9% 29,915 $3.8M
Renaissance Technologies 0.00% New 29,700 $3.7M
Praetorian Wealth Management, Inc. 0.76% Add +2.1% 29,575 $3.7M
Farther Finance Advisors, LLC 0.06% Add +408.0% 29,247 $3.7M
Natixis Advisors, LLC 0.01% Reduce -6.2% 28,598 $3.6M
MassMutual Private Wealth & Trust, FSB 0.09% Add +1.5% 28,295 $3.6M
Corient Private Wealth LP 0.01% Reduce -81.6% 28,277 $3.6M
Boxwood Ventures, Inc. 3.88% No change 27,720 $3.5M
Susquehanna International Group, LLP 0.01% Add +51.4% 27,520 $3.5M
Tranquilli Financial Advisor LLC 2.05% Add +112.7% 27,510 $3.5M
Private Advisor Group, LLC 0.02% Add +0.5% 26,760 $3.4M
Jones Financial Companies LLLP 0.00% Add +20.0% 25,762 $3.3M
AlphaCore Capital LLC 0.11% Reduce -0.8% 26,226 $3.3M
Seamount Financial Group Inc. 1.54% Add +3.8% 25,971 $3.3M
Silver Coast Investments LLC 1.12% Add +1.2% 25,874 $3.3M
Valmark Advisers, Inc. 0.04% Add +3.6% 25,390 $3.2M
Concurrent Investment Advisors, LLC 0.05% Add +8.1% 24,842 $3.1M
Mariner, LLC 0.00% Add +5.7% 24,829 $3.1M
Ashton Thomas Private Wealth, LLC 0.08% Add +141.1% 24,502 $3.1M
Uptown Financial Advisors LLC 2.66% Add +1.3% 24,060 $3.0M
Financial Freedom, LLC 1.49% Add +0.3% 23,839 $3.0M
Janney Montgomery Scott LLC 0.01% Add +0.1% 23,578 $3.0M
Alexander Labrunerie & Co., Inc. 1.09% Reduce -1.2% 23,272 $2.9M
Bleakley Financial Group, LLC 0.07% Reduce -8.1% 22,919 $2.9M
Smallwood Wealth Investment Management, LLC 1.48% Add +6.1% 22,850 $2.9M
NorthCoast Asset Management LLC 0.01% Add +4.9% 22,715 $2.9M
Cherry Creek Investment Advisors, Inc. 1.23% Add +3.2% 22,680 $2.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -3.2% 22,363 $2.8M
Assetmark, Inc. 0.01% Reduce -13.1% 21,647 $2.7M
Johnson Investment Counsel Inc. 0.02% Add +3.5% 21,348 $2.7M
Strategic Investment Solutions, Inc. 0.69% Reduce -3.9% 20,870 $2.6M
NewEdge Advisors, LLC 0.01% Add +0.7% 20,780 $2.6M
Bank of New York Mellon Corp 0.00% Reduce -8.5% 20,651 $2.6M
Founders Grove Wealth Partners, LLC 0.61% Reduce -1.6% 20,548 $2.6M
RFG Holdings, Inc. 0.66% Reduce -14.2% 20,199 $2.5M
Royal Fund Management, LLC 0.30% Reduce -14.8% 19,889 $2.5M
North Forty Two & Co. 2.41% Reduce -3.6% 19,567 $2.5M
Arkadios Wealth Advisors 0.06% Add +46.3% 19,434 $2.4M
Ieq Capital, LLC 0.01% Reduce -1.9% 19,254 $2.4M
Comerica Bank 0.01% Reduce -15.1% 19,241 $2.4M
Brighton Jones LLC 0.06% Add +0.7% 19,210 $2.4M
North Star Asset Management Inc. 0.10% Reduce -0.2% 18,894 $2.4M
FMR LLC 0.00% Add +18.7% 18,580 $2.3M
Newport Capital Group, LLC 1.46% Add +3.0% 18,428 $2.3M
D. E. Shaw & Co. 0.00% New 18,332 $2.3M
Bokf, NA 0.03% Reduce -4.9% 18,150 $2.3M
Bonfire Financial 1.75% Add +7.1% 18,129 $2.3M
CX Institutional 0.07% Reduce -5.5% 17,920 $2.3M
Trinity Legacy Partners, LLC 0.51% Add +2.2% 17,912 $2.2M
Synovus Financial Corp. 0.03% Add +0.3% 17,630 $2.2M
Oppenheimer & Co. Inc. 0.03% Add +10.4% 17,459 $2.2M
WBH Advisory Inc. 0.16% Reduce -5.7% 16,829 $2.1M
Avos Capital Management, LLC 0.96% Add +14.7% 16,418 $2.1M
Independent Financial Group, LLC 0.05% Add +6.3% 16,414 $2.1M
Indie Asset Partners, LLC 2.75% Reduce -6.8% 16,385 $2.1M
Syon Capital LLC 0.11% Reduce -29.9% 16,287 $2.0M
Brookstone Capital Management 0.02% Add +7.5% 15,733 $2.0M
Y-Intercept (Hong Kong) Ltd 0.05% New 15,716 $2.0M
Accel Wealth Management 0.57% Reduce -34.5% 15,636 $2.0M
Fca Corp. 0.54% Reduce -0.4% 15,349 $1.9M
Axiom Financial Strategies, LLC 0.79% Reduce -53.8% 14,531 $1.8M
Private Wealth Advisors, LLC 0.68% Add +0.1% 14,451 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Add +6.2% 14,337 $1.8M
Ashton Thomas Securities, LLC 0.25% Add +0.5% 14,264 $1.8M
World Investment Advisors 0.04% Reduce -10.2% 14,214 $1.8M
O'ROURKE & COMPANY, Inc 0.74% Reduce -1.2% 14,033 $1.8M
Hershey Financial Advisers, LLC 1.50% Add +40.6% 13,936 $1.8M
Evanson Asset Management, LLC 0.10% Add +0.1% 13,782 $1.7M
Elite Financial, Inc. 0.79% Reduce -1.0% 13,585 $1.7M
BlackRock, Inc. 0.00% Add +96.3% 13,593 $1.7M
Blair William & Co. 0.00% Reduce -42.7% 13,376 $1.7M
Salomon & Ludwin, LLC 0.15% Reduce -0.2% 13,396 $1.7M
Sigma Planning Corp 0.05% Add +13.6% 13,339 $1.7M
Noble Family Wealth, LLC 0.37% Reduce -8.7% 13,335 $1.7M
Trust Co. of Oklahoma 0.49% Reduce -1.9% 13,288 $1.7M
Curran Financial Partners, LLC 0.33% Reduce -9.2% 13,257 $1.7M
Park National Corp. 0.05% Reduce -4.9% 13,181 $1.7M
Fifth Third Securities, Inc. 0.11% Reduce -9.6% 13,180 $1.7M
Evelyn Partners Investment Management Services Ltd 0.22% Add +3.6% 12,976 $1.6M
HB Wealth Management, LLC 0.01% Add +117.7% 12,951 $1.6M
Capital Wealth Alliance, LLC 0.80% Reduce -0.6% 12,865 $1.6M
Principal Securities, Inc. 0.03% Add +603.0% 12,843 $1.6M
Global Strategic Investment Solutions, LLC 0.16% No change 12,746 $1.6M
Tocqueville Asset Management L.P. 0.02% No change 12,620 $1.6M
SHUTTLEWORTH & Co 1.44% — 12,608 $1.6M
Cresset Asset Management, LLC 0.01% Add +0.2% 12,494 $1.6M
Goldstone Financial Group, LLC 0.18% Add +7.6% 12,064 $1.5M
Citadel Advisors 0.00% Reduce -81.9% 11,974 $1.5M
Baker Ellis Asset Management LLC 0.18% Reduce -4.1% 11,685 $1.5M
Patriot Investment Management Group, Inc. 0.09% Reduce -0.7% 11,462 $1.4M
Bank of Montreal 0.00% Add +302.5% 11,458 $1.4M
Tower Research Capital LLC (TRC) 0.04% Reduce -50.8% 11,417 $1.4M
Mission Wealth Management, LP 0.03% Add +3.7% 11,318 $1.4M
FAS Wealth Partners, Inc. 0.10% Add +0.0% 11,297 $1.4M
Blue Trust, Inc. 0.02% Add +6.5% 11,180 $1.4M
Partners Wealth Management, LLC 1.38% Reduce -11.4% 11,134 $1.4M
Cwm, LLC 0.00% Add +282.8% 11,014 $1.4M
Resonant Capital Advisors, LLC 0.08% Add +0.0% 10,985 $1.4M
Main Street Financial Solutions, LLC 0.09% Add +17.9% 10,812 $1.4M
Global Retirement Partners, LLC 0.03% Add +2.9% 10,472 $1.3M
Gibraltar Capital Management, Inc. 0.24% Add +0.8% 10,470 $1.3M
Essex Financial Services, Inc. 0.08% Reduce -7.0% 10,460 $1.3M
Athena Investment Management 0.67% Reduce -0.2% 10,286 $1.3M
Sharper & Granite LLC 0.46% Reduce -13.5% 10,280 $1.3M
Mutual Advisors, LLC 0.03% Reduce -0.3% 10,267 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -26.5% 10,232 $1.3M
Factor Wealth Management LTD 0.32% Add +2.3% 10,151 $1.3M
Meridian Wealth Management, LLC 0.05% Add +12.4% 10,108 $1.3M
Lowe Brockenbrough & Co. Inc. 0.06% No change 9,867 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -3.5% 9,822 $1.2M
SBI Securities Co., Ltd. 0.03% Reduce -2.6% 9,817 $1.2M
Whittier Trust Co. 0.01% Reduce -0.6% 9,783 $1.2M
Asset Management Group, Inc. 0.20% Add +0.7% 9,752 $1.2M
Koshinski Asset Management, Inc. 0.09% Reduce -1.2% 9,752 $1.2M
Valeo Financial Advisors, LLC 0.03% Reduce -0.6% 9,725 $1.2M
AE Wealth Management LLC 0.01% Add +4.5% 9,723 $1.2M
NWF Advisory Services Inc. 0.13% Add +1.2% 9,719 $1.2M
Bessemer Group Inc. 0.00% Add +4.0% 9,660 $1.2M
Salem Investment Counselors Inc. 0.03% Reduce -0.4% 9,474 $1.2M
Enclave Advisors LLC 0.18% Reduce -0.4% 9,366 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Add +2.4% 9,311 $1.2M
First Heartland Consultants, Inc. 0.09% Add +8.1% 9,305 $1.2M
Geneos Wealth Management Inc. 0.03% Reduce -2.5% 9,271 $1.2M
Focus Partners Wealth 0.00% Reduce -7.3% 9,268 $1.2M
Rather & Kittrell, Inc. 0.20% Reduce -0.1% 9,255 $1.2M
Moneta Group Investment Advisors LLC 0.01% Add +2.3% 9,164 $1.2M
Citizens Financial Group Inc. 0.02% Add +0.5% 9,001 $1.1M
Fiduciary Group, LLC 0.10% No change 9,001 $1.1M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -61.8% 8,608 $1.1M
Comprehensive Money Management Services LLC 0.77% Add +3.8% 8,588 $1.1M
Calton & Associates, Inc. 0.16% Add +3.1% 8,582 $1.1M
Merit Financial Group, LLC 0.01% Reduce -0.5% 8,481 $1.1M
Woodward Diversified Capital, LLC 0.50% New 8,458 $1.1M
Fisher Asset Management 0.00% Add +2.6% 8,449 $1.1M
CoreCap Advisors, LLC 0.04% Reduce -5.5% 8,427 $1.1M
FRG Family Wealth Advisors LLC 0.17% Reduce -31.8% 8,295 $1.0M
TCI Wealth Advisors, Inc. 0.06% Reduce -9.2% 8,073 $1.0M
Cornerstone Wealth Management, LLC 0.06% Add +8.2% 8,056 $1.0M
Sonata Capital Group Inc. 0.37% No change 8,040 $1.0M
Avantax Planning Partners, Inc. 0.03% Add +217.6% 7,924 $997K
Waverly Advisors, LLC 0.01% Reduce -16.1% 7,871 $991K
Simmons Bank 0.07% No change 7,863 $990K
Simplicity Wealth,LLC 0.06% Add +291.6% 7,831 $986K
Altfest L J & Co. Inc. 0.11% Reduce -90.6% 7,819 $984K
OneDigital Investment Advisors LLC 0.01% Add +136.1% 7,806 $982K
Fee-Only Financial Planning, L.C. 0.57% No change 7,800 $982K
Arrowroot Family Office, LLC 0.39% Add +14.3% 7,740 $974K
Great Valley Advisor Group, Inc. 0.02% Add +16.1% 7,651 $963K
J.W. Cole Advisors, Inc. 0.02% Add +0.9% 7,628 $960K
Fiduciary Alliance LLC 0.06% Add +0.3% 7,621 $959K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -0.3% 7,514 $946K
First Financial Corp. 0.36% Reduce -0.3% 7,312 $920K
CIBC Private Wealth Group LLC 0.00% No change 7,288 $917K
Financial Management Network Inc. 0.15% Reduce -13.0% 7,253 $915K
Phillips Financial Management, LLC 0.06% Reduce -0.1% 7,199 $906K
Citigroup Inc. 0.00% Reduce -18.2% 7,093 $893K
International Assets Investment Management, LLC 0.07% No change 7,438 $892K
Checchi Capital Advisers, LLC 0.06% No change 7,047 $887K
First Bancorp, Inc 0.47% Reduce -2.4% 6,975 $878K
Fiduciary Trust Co 0.01% Reduce -30.0% 6,973 $878K
Peapack Gladstone Financial Corp. 0.01% Reduce -30.8% 6,958 $876K
Versant Capital Management, Inc 0.12% Add +5.0% 6,935 $873K
Northern Trust Corp. 0.00% Add +31.5% 6,911 $870K
Institute for Wealth Management, LLC. 0.09% Add +183.0% 6,882 $866K
Financial Perspectives, Inc 0.23% Add +0.8% 6,716 $845K
Allworth Financial LP 0.00% Reduce -3.8% 6,572 $827K
Mason Investment Advisory Services, Inc. 0.04% Add +0.6% 6,525 $821K
Prime Capital Investment Advisors, LLC 0.01% Reduce -11.4% 6,522 $821K
Advisory Services Network, LLC 0.01% Add +15.5% 6,448 $812K
MAI Capital Management 0.01% Add +132.0% 6,445 $811K
Savant Capital, LLC 0.00% Reduce -11.8% 6,406 $806K
Atlantic Union Bankshares Corp 0.02% Add +0.8% 6,378 $803K
Sheets Smith Wealth Management 0.09% Add +2.4% 6,323 $796K
Blackston Financial Advisory Group, LLC 0.47% Reduce -3.6% 6,286 $791K
Focus Financial Network, Inc. 0.03% Add +0.1% 6,192 $779K
Signature Estate & Investment Advisors LLC 0.02% Reduce -9.8% 6,166 $776K
Commerce Bank 0.00% No change 6,165 $776K
CGN Advisors LLC 0.06% Reduce -3.0% 6,113 $769K
Windsor Advisory Group, LLC 0.68% Add +1.4% 6,082 $765K
Global Wealth Management, LLC 0.40% Add +0.8% 6,075 $765K
Modera Wealth Management, LLC 0.01% Add +1.6% 6,027 $759K
Advisors Capital Management, LLC 0.01% Reduce -0.9% 6,023 $758K
Madison Wealth Partners, Inc 0.15% Add +6.2% 6,002 $755K
Axxcess Wealth Management, LLC 0.02% Add +57.0% 5,983 $753K
Deutsche Bank AG 0.00% No change 5,982 $753K
American Institute for Advanced Investment Management, LLP 0.48% Reduce -35.5% 5,778 $727K
Vickerman Investment Advisors, Inc. 0.15% Reduce -5.2% 5,722 $720K
Parsons Capital Management Inc. 0.04% Reduce -5.0% 5,698 $717K
Baird Financial Group, Inc. 0.00% Reduce -0.8% 5,681 $715K
SOL Capital Management CO 0.06% No change 5,600 $705K
Krilogy Financial LLC 0.03% New 5,706 $704K
Center for Financial Planning, Inc. 0.07% No change 5,494 $691K
Cora Capital Advisors LLC 0.29% Reduce -7.6% 5,478 $689K
Tranquility Partners, LLC 0.23% Reduce -0.7% 5,452 $686K
XTX Topco Ltd 0.04% Add +76.4% 5,416 $682K
Hoge Financial Services, LLC 0.39% Reduce -1.1% 5,350 $673K
Stephens Inc. 0.01% Reduce -1.0% 5,347 $673K
Colony Family Offices, LLC 0.17% No change 5,323 $670K
United Advisor Group, LLC 0.09% Add +37.8% 5,312 $669K
VPR Management LLC 0.30% No change 5,300 $667K
Cypress Wealth Services, LLC 0.11% Add +0.6% 5,291 $666K
Principle Wealth Partners LLC 0.04% Reduce -3.2% 5,290 $666K
Nordwand Advisors, LLC 0.10% Reduce -0.9% 5,240 $660K
Kohmann Bosshard Financial Services, LLC 0.07% Add +13.2% 5,235 $659K
MontVue Capital Management, Inc. 0.44% Reduce -0.4% 5,218 $657K
Raab & Moskowitz Asset Management LLC 0.14% Reduce -3.9% 5,116 $644K
Vista Investment Management 0.22% Reduce -0.6% 5,050 $636K
Betterment LLC 0.00% Add +4.5% 5,021 $632K
&partners 0.00% Reduce -2.1% 4,979 $627K
DAVENPORT & Co LLC 0.00% Add +3.4% 4,904 $617K
Tiaa Trust, National Association 0.00% Reduce -1.3% 4,901 $617K
Equitable Holdings, Inc. 0.00% Reduce -17.7% 4,886 $615K
IHT Wealth Management, LLC 0.02% Reduce -1.7% 4,861 $612K
Financial Engines Advisors L.L.C. 0.00% Reduce -0.9% 4,832 $608K
Klingman & Associates, LLC 0.03% New 4,707 $592K
IVC Wealth Advisors LLC 0.26% Reduce -9.0% 4,560 $574K
Sequoia Financial Advisors, LLC 0.00% Add +15.1% 4,558 $574K
Avion Wealth 0.12% Reduce -21.2% 4,535 $570K
Summit Financial, LLC 0.01% Add +0.7% 4,446 $560K
TD Private Client Wealth LLC 0.01% Reduce -8.8% 4,440 $559K
Insigneo Advisory Services, LLC 0.04% No change 4,410 $555K
Wealthspire Advisors, LLC 0.00% Reduce -4.3% 4,403 $554K
Caldwell Sutter Capital, Inc. 0.23% No change 4,310 $542K
PDS Planning, Inc 0.04% Reduce -0.8% 4,275 $538K
Snowden Capital Advisors LLC 0.01% Reduce -10.8% 4,258 $536K
Scotia Capital Inc. 0.00% No change 4,231 $533K
Birchcreek Wealth Management, LLC 0.27% Reduce -17.6% 4,215 $531K
GWN Securities Inc. 0.12% Reduce -41.8% 4,198 $530K
Valtrion Capital Management, LLC 0.57% Reduce -1.4% 4,198 $528K
Brookwood Investment Group LLC 0.07% Add +80.5% 4,191 $527K
Trinity Financial Advisors LLC 0.15% Add +0.4% 4,142 $521K
United Capital Financial Advisors, LLC 0.00% Add +0.6% 4,119 $518K
NorthCrest Asset Manangement, LLC 0.01% Reduce -3.2% 4,082 $516K
Silver Oak Securities, Incorporated 0.04% Add +4.4% 4,094 $515K
UNIVEST FINANCIAL Corp 0.03% Add +5.8% 4,089 $515K
Cape Cod Five Cents Savings Bank 0.05% No change 4,196 $514K
Investment Research & Advisory Group, Inc. 0.17% Add +0.8% 4,027 $507K
AQR Capital Management 0.00% Add +23.9% 3,996 $503K
WPWealth LLP 0.08% No change 3,947 $497K
Heartwood Wealth Advisors LLC 0.05% No change 3,900 $491K
Patten & Patten Inc. 0.03% Reduce -16.4% 3,840 $483K
Independent Wealth Network Inc. 0.16% Add +21.8% 3,833 $482K
Wedmont Private Capital 0.02% Add +0.1% 3,786 $479K
Western Wealth Management, LLC 0.02% Reduce -1.6% 3,745 $471K
Guyasuta Investment Advisors Inc. 0.03% No change 3,740 $471K
Graves Light Lenhart Wealth, Inc. 0.05% No change 3,734 $470K
Sittner & Nelson, LLC 0.17% No change 3,730 $469K
Compass Financial Group, INC 0.07% Add +29.7% 3,730 $469K
Hilltop Holdings Inc. 0.02% Add +58.4% 3,690 $464K
Holderness Investments Co. 0.09% Add +0.1% 3,646 $459K
Boston Family Office LLC 0.03% Add +1.1% 3,612 $455K
Advantage Trust Co 0.21% No change 3,615 $455K
Bailard, Inc. 0.01% Reduce -38.0% 3,589 $452K
Integrated Wealth Concepts LLC 0.00% Add +29.9% 3,564 $449K
Ameritas Advisory Services, LLC 0.03% Reduce -91.7% 3,552 $447K
US Bancorp \de 0.00% Reduce -1.9% 3,551 $447K
Barr E S & Co. 0.02% Reduce -30.0% 3,500 $441K
Disciplined Investments, LLC 0.17% Add +0.7% 3,473 $437K
Certified Advisory Corp 0.04% No change 3,472 $437K
Wealthspire Retirement, LLC 0.03% Reduce -20.8% 3,461 $436K
Chatham Capital Group, Inc. 0.06% No change 3,450 $434K
Capital Insight Partners, LLC 0.07% Reduce -3.0% 3,401 $428K
Verus Financial Partners, Inc. 0.04% Add +0.8% 3,396 $427K
Capital Analysts, LLC 0.01% Add +257.1% 3,396 $427K
Idaho Trust Co 0.14% Add +5.8% 3,366 $424K
Vanguard Group Inc. 0.00% Reduce -2.9% 3,359 $423K
Brown Brothers Harriman & Co. 0.00% No change 3,328 $419K
Olistico Wealth, LLC 0.22% Add +0.8% 3,321 $418K
CreativeOne Wealth, LLC 0.01% Reduce -2.7% 3,307 $416K
Manchester Capital Management LLC 0.06% No change 3,303 $416K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -0.9% 3,295 $415K
Clearstead Advisors, LLC 0.01% Add +12.5% 3,263 $411K
Blume Capital Management, Inc. 0.08% No change 3,260 $410K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Add +7.4% 3,249 $409K
Indiana Trust & Investment Management Co 0.12% No change 3,200 $403K
BOS Asset Management, LLC 0.11% No change 3,139 $395K
Coppell Advisory Solutions LLC 0.04% Add +82.7% 3,081 $392K
Stokes Family Office, LLC 0.04% New 3,110 $391K
Cambridge Advisors Inc. 0.08% No change 3,073 $387K
Smith Asset Management Co., LLC 0.33% Add +1.5% 3,067 $386K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +5.4% 3,104 $384K
Caprock Group, LLC 0.01% — 2,994 $380K
Argonautica Private Wealth Management, Inc. 0.11% New 3,016 $380K
One Charles Private Wealth Services, LLC 0.10% Add +5.3% 2,983 $375K
Fischer Financial Services, Inc. 0.10% Reduce -21.3% 2,978 $375K
Cubist Systematic Strategies, LLC 0.01% New 2,967 $373K
Provenance Wealth Advisors, LLC 0.05% No change 2,936 $370K
J. Safra Sarasin Holding AG 0.01% No change 2,900 $365K
SteelPeak Wealth, LLC 0.01% Add +2.3% 2,896 $364K
Garde Capital, Inc. 0.02% No change 2,884 $363K
Panoramic Investment Advisors, LLC 0.20% Add +0.6% 2,871 $361K
Harbour Investments, Inc. 0.01% Add +10.5% 2,866 $361K
Disciplined Investors, L.L.C. 0.26% Add +26.1% 2,862 $360K
Retirement Planning Group, LLC 0.01% Add +15.6% 2,854 $359K
SC&H Financial Advisors, Inc. 0.06% Add +0.2% 2,853 $359K
Cove Private Wealth, LLC 0.11% No change 2,839 $357K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -13.0% 2,821 $355K
Optima Capital LLC 0.17% Reduce -52.4% 2,813 $354K
Avalon Capital Management 0.09% No change 2,793 $352K
BSW Wealth Partners 0.04% No change 2,789 $351K
Leavell Investment Management, Inc. 0.01% No change 2,785 $351K
Yoder Wealth Management, Inc. 0.16% No change 2,749 $346K
Tritonpoint Wealth, LLC 0.03% Reduce -0.3% 2,747 $346K
Trust Point Inc. 0.03% No change 2,731 $344K
Cowa, LLC 0.12% Reduce -3.6% 2,700 $340K
Chemistry Wealth Management LLC 0.07% No change 2,699 $340K
HRT Financial LP 0.00% Reduce -73.1% 2,688 $338K
Financial & Tax Architects, LLC 0.07% Add +9.7% 2,679 $337K
Soltis Investment Advisors LLC 0.02% Add +11.8% 2,667 $336K
Kovack Advisors, Inc. 0.03% Reduce -1.1% 2,662 $335K
Guidance Capital, Inc. 0.09% Reduce -6.8% 2,659 $331K
Strategic Advocates LLC 0.09% Add +0.5% 2,626 $331K
Rockbridge Investment Management, LCC 0.03% Add +1.4% 2,612 $329K
Causey Wealth LLC 0.16% Add +5.5% 2,604 $328K
RBA Wealth Management, LLC 0.11% Reduce -12.2% 2,600 $327K
IFG Advisory, LLC 0.01% Reduce -12.7% 2,600 $327K
Brown Advisory Inc. 0.00% Add +0.0% 2,592 $326K
Hanover Advisors Inc. 0.13% No change 2,561 $322K
Colton Groome Financial Advisors, LLC 0.10% Reduce -3.0% 2,550 $321K
Obsidian Cio, LLC 0.04% New 2,549 $321K
Elm Partners Management LLC 0.02% Add +6.6% 2,535 $319K
Qube Research & Technologies Ltd 0.00% Reduce -68.4% 2,505 $315K
Gibson Wealth Advisors LLC 0.22% No change 2,500 $315K
Myecfo, LLC 0.14% Add +0.4% 2,487 $313K
Charles Schwab Investment Management Inc. 0.00% Reduce -8.7% 2,482 $312K
Capital Advantage, Inc. 0.05% Add +0.3% 2,448 $308K
Sequent Planning LLC 0.09% Add +0.1% 2,435 $306K
Parr McKnight Wealth Management Group, LLC 0.04% Add +0.0% 2,427 $305K
Fifth Third Wealth Advisors LLC 0.01% No change 2,405 $303K
Quadcap Wealth Management, LLC 0.04% New 2,394 $301K
PKS Advisory Services, LLC 0.07% Add +10.4% 2,340 $295K
Gateway Wealth Partners, LLC 0.04% New 2,327 $293K
Total Clarity Wealth Management, Inc. 0.08% Reduce -60.0% 2,309 $291K
Northside Capital Management, LLC 0.03% Reduce -34.8% 2,308 $290K
Strait & Sound Wealth Management LLC 0.11% Reduce -3.0% 2,280 $287K
Collaborative Wealth Managment Inc. 0.11% Reduce -4.6% 2,241 $282K
Crestwood Advisors Group, LLC 0.00% Reduce -15.2% 2,231 $281K
Intellectus Partners, LLC 0.05% Add +0.4% 2,230 $281K
Wilmington Savings Fund Society, FSB 0.01% Reduce -37.4% 2,217 $279K
CRA Financial Services, LLC 0.04% No change 2,217 $279K
Steel Grove Capital Advisors, LLC 0.03% No change 2,340 $279K
Nilsine Partners, LLC 0.02% No change 2,202 $277K
Firestone Capital Management 0.06% Add +0.1% 2,202 $277K
Covestor Ltd 0.15% Add +8.1% 2,197 $277K
Black Diamond Financial, LLC 0.03% No change 2,198 $277K
Caitlin John, LLC 0.19% Reduce -3.3% 2,195 $276K
Wealthcare Advisory Partners LLC 0.01% Add +0.3% 2,195 $276K
Sentinel Trust Co. Lba 0.03% No change 2,170 $273K
Welch Group, LLC 0.01% No change 2,167 $273K
National Bank of Canada 0.00% Add +1.9% 2,165 $272K
Apollon Wealth Management, LLC 0.00% Reduce -23.2% 2,164 $272K
KDK Private Wealth Management, LLC 0.28% Reduce -0.9% 2,159 $272K
BBR Partners, LLC 0.02% New 2,147 $270K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -87.8% 2,131 $268K
NorthLanding Financial Partners, LLC 0.22% Add +0.8% 2,114 $266K
Sound View Wealth Advisors Group, LLC 0.02% No change 2,102 $265K
Triumph Capital Management 0.07% Add +5.4% 2,085 $262K
Roble, Belko & Company, Inc 0.04% Add +0.4% 2,078 $262K
Prostatis Group LLC 0.07% No change 2,079 $262K
Opus Capital Group, LLC 0.03% Add +0.2% 2,074 $261K
Rwa Wealth Partners, LLC 0.00% Add +0.2% 2,065 $260K
Plan Group Financial, LLC 0.07% Reduce -32.8% 2,049 $258K
Aptus Capital Advisors, LLC 0.00% Reduce -0.9% 2,048 $258K
Bragg Financial Advisors, Inc 0.01% No change 2,016 $254K
FLC Capital Advisors 0.05% No change 2,000 $252K
UMB Bank, n.a. 0.00% New 2,000 $252K
Northeast Investment Management 0.01% Reduce -24.0% 1,975 $249K
Walkner Condon Financial Advisors LLC 0.04% Reduce -5.4% 1,957 $246K
Bridge Creek Capital Management LLC 0.07% Reduce -2.5% 1,948 $245K
Freestone Capital Holdings, LLC 0.01% Reduce -34.1% 1,932 $243K
AdvisorNet Financial, Inc 0.01% Add +25.1% 1,916 $241K
Kingswood Wealth Advisors, LLC 0.01% Add +1.8% 1,903 $240K
Pure Financial Advisors, LLC 0.00% Add +5.7% 1,898 $239K
Bogart Wealth, LLC 0.01% No change 1,894 $238K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -45.5% 1,869 $237K
WMG Financial Advisors, LLC 0.08% Reduce -16.0% 1,864 $235K
Warner Financial, Inc. 0.09% Reduce -50.5% 1,863 $234K
Berkeley Capital Partners, LLC 0.06% Reduce -4.2% 1,844 $232K
Petix & Botte Co 0.05% No change 1,844 $232K
CWA Asset Management Group, LLC 0.01% Reduce -2.2% 1,807 $227K
Chicago Partners Investment Group LLC 0.01% Add +0.2% 1,834 $227K
GFS Advisors, LLC 0.03% No change 1,800 $227K
Howard Wealth Management, LLC 0.10% Reduce -0.6% 1,787 $225K
Boltwood Capital Management 0.06% Reduce -1.9% 1,769 $223K
Strategic Financial Concepts, LLC 0.03% New 1,764 $222K
Twelve Points Wealth Management LLC 0.05% No change 1,745 $220K
Level Four Advisory Services, LLC 0.01% Reduce -2.5% 1,743 $219K
Summit Trail Advisors, LLC 0.00% No change 1,741 $219K
Security Financial Services, INC. 0.04% New 1,718 $216K
Ausdal Financial Partners, Inc. 0.01% Reduce -42.5% 1,708 $215K
Kestra Private Wealth Services, LLC 0.00% New 1,688 $212K
Colonial Trust Co / SC 0.03% No change 1,688 $212K
JFS Wealth Advisors, LLC 0.01% Add +1.6% 1,681 $212K
Trajan Wealth LLC 0.01% New 1,671 $210K
McClarren Financial Advisors, Inc. 0.13% New 1,549 $210K
Red Crane Wealth Management, LLC 0.18% New 1,650 $208K
Wilson & Boucher Capital Management, LLC 0.14% New 1,650 $208K
Jacobi Capital Management LLC 0.01% Reduce -5.9% 1,646 $207K
Victory Financial Group, LLC 0.03% New 1,629 $205K
BNC Wealth Management, LLC 0.05% New 1,626 $205K
Inscription Capital, LLC 0.02% New 1,618 $204K
PFG Investments, LLC 0.01% New 1,618 $204K
Silverlake Wealth Management LLC 0.05% New 1,604 $202K
Oak Hill Wealth Advisors, LLC 0.04% New 1,600 $201K
Kingsview Wealth Management, LLC 0.00% New 1,600 $201K
Thoroughbred Financial Services, LLC 0.01% Reduce -13.6% 1,603 $201K
HHM Wealth Advisors, LLC 0.02% Reduce -1.4% 1,573 $198K
Sunbelt Securities, Inc. 0.01% New 1,550 $195K
First PREMIER Bank 0.04% Reduce -2.8% 1,548 $195K
TD Capital Management LLC 0.02% Add +0.1% 1,545 $194K
City State Bank 0.06% Add +13.9% 1,517 $191K
BNP Paribas Financial Markets 0.00% Reduce -99.6% 1,506 $190K
Armstrong Advisory Group, Inc. 0.01% Add +0.1% 1,484 $187K
North Star Investment Management Corp. 0.01% Reduce -4.3% 1,482 $187K
Vermillion Wealth Management, Inc. 0.05% Add +3.8% 1,352 $170K
Cornerstone Planning Group LLC 0.03% Add +6368.6% 2,264 $165K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,300 $163K
IFP Advisors, Inc 0.00% No change 1,297 $163K
Glenmede Investment Management, LP 0.00% Reduce -21.0% 1,257 $158K
Arlington Trust Co LLC 0.03% No change 1,150 $145K
Investors Research Corp 0.03% No change 1,139 $143K
Simplex Trading, LLC 0.00% New 1,138 $143K
GPS Wealth Strategies Group, LLC 0.01% Reduce -13.0% 1,016 $128K
Kathleen S. Wright Associates Inc. 0.05% No change 1,000 $126K
WFA Asset Management Corp 0.07% Add +0.3% 992 $122K
Security National Bank 0.02% No change 955 $120K
Main Management LLC 0.01% Reduce -44.8% 950 $120K
BTG Pactual Asset Management US LLC 0.01% Reduce -2.2% 967 $115K
Quaker Wealth Management, LLC 0.04% Add +0.3% 909 $114K
Lanark Financial, Inc. 0.01% No change 848 $107K
Westside Investment Management, Inc. 0.02% Add +187.4% 842 $106K
VSM Wealth Advisory, LLC 0.03% Add +0.1% 836 $105K
Accredited Wealth Management, LLC 0.07% Add +77.9% 1,334 $94K
Cardiff Park Advisors, LLC 0.01% No change 743 $94K
KERR FINANCIAL PLANNING Corp 0.13% — 700 $90K
Glen Eagle Advisors, LLC 0.01% Add +0.8% 711 $90K
EverSource Wealth Advisors, LLC 0.00% No change 698 $88K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -16.4% 696 $88K
Spire Wealth Management 0.00% No change 653 $82K
Cheviot Value Management, LLC 0.01% Reduce -37.9% 662 $82K
Larson Financial Group LLC 0.00% Reduce -0.8% 631 $79K
Quadrant Capital Group LLC 0.00% New 609 $77K
Trust Co. of Vermont 0.00% No change 600 $76K
CENTRAL TRUST Co 0.00% Add +909.1% 555 $70K
Robinswood Financial LLC 0.02% No change 550 $69K
Founders Financial Alliance, LLC 0.01% Add +254.9% 511 $64K
TruNorth Capital Management, LLC 0.01% No change 500 $63K
Costello Asset Management, INC 0.02% Reduce -14.9% 487 $61K
Capital Investment Advisory Services, LLC 0.00% Add +2.4% 466 $59K
Key Financial Inc 0.01% Add +37.5% 458 $58K
Root Financial Partners, LLC 0.00% New 452 $57K
Russell Investments Group, Ltd. 0.00% Reduce -14.5% 448 $56K
Davis Capital Management 0.04% — 438 $55K
Coston, McIsaac & Partners 0.01% New 423 $53K
Ameriflex Group, Inc. 0.02% Add +139.3% 402 $51K
HM Payson & Co. 0.00% Add +100.0% 400 $50K
Coastline Trust Co 0.01% No change 370 $47K
Banque Cantonale Vaudoise 0.00% Reduce -2.7% 362 $46K
Proffitt & Goodson Inc. 0.01% No change 359 $45K
Evermay Wealth Management LLC 0.01% No change 356 $45K
Advanced Asset Management Advisors Inc 0.01% Reduce -0.3% 353 $44K
Golden State Wealth Management, LLC 0.00% No change 346 $44K
GAMMA Investing LLC 0.00% No change 342 $43K
Harbor Asset Planning, Inc. 0.04% Add +0.6% 332 $42K
Kings Path Partners LLC 0.01% No change 306 $39K
Sound Income Strategies, LLC 0.00% Add +2.0% 304 $38K
Tripletail Wealth Management, LLC 0.04% New 289 $36K
Physician Wealth Advisors, Inc. 0.01% No change 280 $35K
Mather Group, Llc. 0.00% New 262 $33K
Cloud Capital Management, LLC 0.02% New 268 $33K
Medallion Wealth Advisors, LLC 0.01% Add +1.6% 246 $31K
Gleason Group, Inc. 0.00% Add +0.5% 216 $27K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -16.6% 216 $27K
Bank of New Hampshire 0.01% No change 210 $26K
Tradewinds Capital Management, LLC 0.01% Add +1.0% 205 $26K
CVA Family Office, LLC 0.00% No change 200 $25K
Creative Financial Designs Inc. 0.00% No change 197 $25K
Creative Capital Management Investments LLC 0.01% New 196 $25K
Scarborough Advisors, LLC 0.00% Add +1.0% 194 $24K
Murphy & Mullick Capital Management Corp 0.02% No change 192 $24K
Matrix Private Capital Group LLC 0.01% Add +1.1% 187 $23K
MilWealth Group LLC 0.01% No change 185 $23K
Cape Investment Advisory, Inc. 0.02% Reduce -63.1% 185 $23K
Private Wealth Management Group, LLC 0.01% No change 183 $23K
N.E.W. Advisory Services LLC 0.00% No change 177 $22K
St Germain D J Co. Inc. 0.00% Add +142.9% 170 $21K
Cranbrook Wealth Management, LLC 0.00% Reduce -53.9% 164 $21K
Vision Financial Markets LLC 0.02% No change 156 $20K
MCF Advisors LLC 0.00% Add +0.7% 153 $19K
Northwest Capital Management Inc 0.02% Reduce -0.7% 151 $19K
Abound Wealth Management 0.00% Reduce -71.3% 143 $18K
Archer Investment Corp 0.00% No change 142 $18K
Anfield Capital Management, LLC 0.01% No change 140 $18K
Clark Wealth Partners 0.01% Add +1.5% 133 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 128 $16K
Financial Gravity Asset Management, Inc. 0.00% — 125 $16K
Winch Advisory Services, LLC 0.00% Add +0.8% 124 $16K
Hara Capital LLC 0.01% Add +0.8% 123 $16K
NFSG Corp 0.00% No change 123 $15K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 108 $14K
Copia Wealth Management 0.01% No change 107 $13K
Howe & Rusling Inc. 0.00% New 104 $13K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 100 $13K
Smartleaf Asset Management LLC 0.00% No change 102 $13K
Crowley Wealth Management, Inc. 0.01% No change 100 $13K
Steigerwald, Gordon & Koch Inc. 0.00% New 100 $13K
Oxford Financial Group, LTD. LLC 0.00% No change 100 $13K
Hanson & Doremus Investment Management 0.00% No change 96 $12K
Signaturefd, LLC 0.00% Add +93.6% 91 $11K
Dunhill Financial, LLC 0.00% No change 90 $11K
New England Capital Financial Advisors LLC 0.00% No change 86 $11K
Evelyn Partners Investment Management LLP 0.00% Reduce -82.6% 85 $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% Reduce -15.2% 78 $10K
Elevate Wealth Advisory, Inc. 0.01% No change 77 $10K
Wealth Preservation Advisors, LLC 0.01% No change 77 $10K
Creekmur Asset Management LLC 0.00% No change 75 $9K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.4% 74 $9K
Rialto Wealth Management, LLC 0.00% Reduce -56.0% 74 $9K
Hantz Financial Services, Inc. 0.00% No change 70 $9K
HighMark Wealth Management LLC 0.00% No change 70 $9K
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 68 $9K
Raffa Wealth Management, LLC 0.00% Add +1.6% 65 $8K
Tsfg, LLC 0.00% Add +1.5% 66 $8K
McIlrath & Eck, LLC 0.00% No change 55 $7K
Rice Partnership, LLC 0.00% No change 52 $7K
Paladin Advisory Group, LLC 0.01% No change 52 $7K
North Ridge Wealth Advisors, Inc. 0.00% No change 51 $6K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -83.4% 50 $6K
Citizens National Bank Trust Department 0.00% No change 50 $6K
Westfuller Advisors, LLC 0.00% New 46 $6K
Rothschild Investment LLC 0.00% No change 45 $6K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 41 $5K
Bartlett & Co. 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
Cherry Tree Wealth Management, LLC 0.00% No change 38 $5K
JDM Financial Group LLC 0.00% No change 32 $4K
Nova Wealth Management, Inc. 0.00% Reduce -94.3% 32 $4K
Boyd Watterson Asset Management LLC 0.00% No change 31 $4K
Harbor Investment Advisory, LLC 0.00% No change 25 $3K
Private Trust Co. NA 0.00% No change 23 $3K
Asset Dedication, LLC 0.00% Reduce -26.7% 22 $3K
Nalls Sherbakoff Group, LLC 0.00% No change 18 $2K
Private Wealth Asset Management, LLC 0.00% New 18 $2K
North Capital, Inc. 0.00% Add +6.7% 16 $2K
Franklin Resources Inc. 0.00% No change 9 $1K
Independence Bank of Kentucky 0.00% Reduce -61.9% 8 $1K
GHP Investment Advisors, Inc. 0.00% No change 8 $1K
Valley National Advisers Inc. 0.00% New 8 $1K
West Branch Capital LLC 0.00% Reduce -46.1% 7 $882
Activest Wealth Management 0.00% No change 7 $881
Guerra Advisors Inc 0.00% New 5 $629
Transamerica Financial Advisors, LLC 0.00% No change 5 $582
Central Pacific Bank - Trust Division 0.00% No change 1 $126

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