Vanguard Energy ETFVDEETF

13F holders, Q4 2025 (December 31)
668holders +32
47new positions
40sold out
5famous investors
$126.26avg. 13F price*

At the end of Q4 2025, 668 institutions reported holding Vanguard Energy ETF (VDE) in their 13F filings, up 32 from Q3 2025. 47 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($251.1M), Morgan Stanley ($186.1M) and Wells Fargo & Company ($132.8M). 5 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions47$34.5M
Exits40$45.2M

All 13F filers, Q3 2025 → Q4 2025: 1,195,217 shares bought and 1,222,667 shares sold, net −27,450 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 668 holders

Bank of America Corp. 0.02% Add +0.5% 1,994,368 $251.1M
Morgan Stanley 0.01% Reduce -8.3% 1,478,173 $186.1M
Wells Fargo & Company 0.03% Reduce -4.7% 1,054,949 $132.8M
UBS Group AG 0.02% Reduce -4.5% 993,055 $125.0M
Wealthfront Advisers LLC 0.24% Reduce -2.0% 835,630 $105.2M
LPL Financial LLC 0.03% Add +1.6% 813,753 $102.5M
Beacon Capital Management, Inc. 5.37% Reduce -10.1% 797,700 $100.4M
Manufacturers Life Insurance Company, The 0.08% Add +0.0% 782,845 $98.6M
Envestnet Asset Management Inc. 0.02% Reduce -2.9% 484,297 $61.0M
Royal Bank of Canada 0.01% Add +7.0% 419,368 $52.8M
SCS Capital Management LLC 0.49% Add +9.0% 370,931 $46.7M
PGIM Custom Harvest LLC 0.65% Add +0.9% 349,241 $44.0M
Stifel Financial Corp. 0.03% Reduce -2.7% 306,949 $38.7M
Northwestern Mutual Wealth Management Co. 0.02% Add +5.7% 276,999 $34.9M
Empower Advisory Group, LLC 0.09% Add +11.1% 272,021 $34.3M
Cetera Investment Advisers 0.04% Reduce -7.9% 262,767 $33.1M
Osaic Holdings, Inc. 0.04% Add +3.4% 223,667 $28.2M
Raymond James Financial Inc. 0.01% Reduce -4.1% 211,434 $26.6M
Cambridge Associates LLC /Ma/ 0.44% No change 211,153 $26.6M
HighTower Advisors, LLC 0.03% Reduce -17.2% 202,684 $25.5M
Ameritas Advisory Services, LLC 0.92% Add +5416.8% 195,956 $24.7M
Ameriprise Financial Inc. 0.01% Add +35.1% 184,442 $23.2M
Greenwood Gearhart LLC 1.22% Add +6.8% 175,649 $22.1M
Greenline Partners, LLC 2.26% Add +46.5% 156,927 $19.8M
Corient Private Wealth LP 0.03% Add +424.0% 148,182 $18.7M
Evergreen Capital Management LLC 0.40% Add +0.8% 142,837 $18.0M
Rockefeller Capital Management L.P. 0.03% Reduce -0.6% 139,632 $17.6M
Mercer Global Advisors Inc. 0.03% Reduce -7.9% 137,664 $17.3M
Cambridge Investment Research Advisors, Inc. 0.04% Add +11.8% 129,190 $16.3M
Commonwealth Equity Services, LLC 0.02% Reduce -10.0% 118,249 $14.9M
Zuckerman Investment Group, LLC 1.32% Add +1.8% 117,426 $14.8M
Estate Counselors, LLC 1.20% Reduce -0.5% 113,420 $14.3M
PNC Financial Services Group, Inc. 0.01% Reduce -2.4% 103,860 $13.1M
JPMorgan Chase & Co. 0.00% Reduce -1.1% 101,241 $12.7M
Allen Wealth Management, LLC 7.59% Add +4.4% 100,132 $12.6M
CMH Wealth Management LLC 2.58% Add +0.1% 95,722 $12.1M
SWAN Capital LLC 4.58% Add +13.3% 93,608 $11.8M
D.A. Davidson & Co. 0.06% Reduce -0.5% 79,890 $10.1M
Sanctuary Advisors, LLC 0.05% Add +34.7% 71,496 $9.0M
Bfsg, LLC 0.86% Reduce -4.8% 70,238 $8.8M
Creative Planning 0.01% Add +2.4% 70,223 $8.8M
Captrust Financial Advisors 0.02% Add +8.6% 64,041 $8.1M
Roundview Capital LLC 0.49% Reduce -1.5% 62,937 $7.9M
Evelyn Partners Asset Management Ltd 1.80% Reduce -0.7% 60,815 $7.7M
Elgethun Capital Management 1.26% Add +9.0% 57,807 $7.3M
Cwm, LLC 0.02% Add +403.7% 55,474 $7.0M
Lido Advisors, LLC 0.03% Add +9.2% 53,101 $6.7M
KCM Investment Advisors LLC 0.22% Reduce -0.5% 52,996 $6.7M
BNP Paribas Financial Markets 0.00% Add +3348.9% 51,941 $6.5M
Richmond Brothers, Inc. 4.16% Reduce -7.0% 51,914 $6.5M
MML Investors Services, LLC 0.02% Add +4.0% 51,777 $6.5M
Wealth Enhancement Advisory Services, LLC 0.01% Add +2.6% 49,830 $6.4M
Argentarii, LLC 2.04% New 4,985 $6.3M
Pathstone Holdings, LLC 0.02% Add +0.3% 49,226 $6.2M
Exchange Traded Concepts, LLC 0.05% Add +21.7% 49,129 $6.2M
Stratos Wealth Advisors, LLC 0.29% Add +4.2% 47,096 $5.9M
Atria Investments, Inc 0.07% Add +5.3% 45,895 $5.8M
Choreo, LLC 0.07% Add +0.5% 45,275 $5.7M
Guardian Wealth Management, LLC 1.80% — 45,165 $5.7M
M&T Bank Corp 0.02% Reduce -4.4% 45,033 $5.7M
Miramontes Capital, LLC 1.90% — 44,282 $5.6M
Foundations Investment Advisors, LLC 0.07% Add +7.9% 43,242 $5.4M
Neuberger Berman Group LLC 0.00% Reduce -12.0% 42,985 $5.4M
Strengthening Families & Communities, LLC 1.90% Add +8.7% 42,323 $5.3M
Kestra Advisory Services, LLC 0.02% Add +0.9% 40,550 $5.1M
Goldman Sachs Group Inc. 0.00% Reduce -37.1% 40,253 $5.1M
M Holdings Securities, Inc. 0.34% New 38,039 $4.8M
GoalFusion Wealth Management, LLC 2.14% Reduce -31.5% 36,825 $4.6M
Beacon Pointe Advisors, LLC 0.03% Add +259.3% 36,765 $4.6M
Anchor Investment Management, LLC 0.37% Add +4.1% 36,338 $4.6M
Grove Bank & Trust 0.51% Reduce -44.0% 36,335 $4.6M
Cerity Partners LLC 0.01% Add +9.5% 36,335 $4.6M
Fifth Third Bancorp 0.01% Reduce -5.0% 36,086 $4.5M
Quantinno Capital Management LP 0.01% Add +9.7% 35,805 $4.5M
LRI Investments, LLC 0.36% Add +10.2% 35,757 $4.5M
Flatrock Wealth Partners LLC 2.15% — 35,615 $4.5M
Keudell/Morrison Wealth Management 0.94% — 35,558 $4.5M
Centaurus Financial, Inc. 0.20% Reduce -4.3% 35,227 $4.4M
Empowered Funds, LLC 0.07% New 33,421 $4.2M
Prospera Financial Services Inc 0.07% Add +6.9% 33,172 $4.2M
Twin Focus Capital Partners, LLC 0.48% No change 32,977 $4.2M
Hollencrest Capital Management 0.14% Add +0.5% 32,419 $4.1M
Orion Porfolio Solutions, LLC 0.03% Reduce -7.2% 32,413 $4.1M
Jones Financial Companies LLLP 0.00% Add +25.1% 32,218 $4.1M
Parallel Advisors, LLC 0.07% Reduce -0.5% 31,816 $4.0M
Truist Financial Corp. 0.01% Reduce -0.9% 30,518 $3.8M
Farther Finance Advisors, LLC 0.04% Add +3.7% 30,334 $3.8M
Focus Partners Wealth 0.00% Add +222.3% 29,873 $3.8M
Royal Fund Management, LLC 0.33% Add +44.4% 28,720 $3.6M
Natixis Advisors, LLC 0.01% Add +0.3% 28,694 $3.6M
Boxwood Ventures, Inc. 3.51% No change 27,720 $3.5M
MassMutual Private Wealth & Trust, FSB 0.09% Reduce -3.1% 27,428 $3.5M
Silver Coast Investments LLC 1.16% Add +3.5% 26,791 $3.4M
Tranquilli Financial Advisor LLC 1.95% Reduce -3.0% 26,697 $3.4M
Seamount Financial Group Inc. 1.51% Add +2.0% 26,479 $3.3M
CX Institutional 0.10% Add +45.3% 26,043 $3.3M
Ashton Thomas Private Wealth, LLC 0.08% Add +5.6% 25,880 $3.3M
Bank of New York Mellon Corp 0.00% Add +24.7% 25,757 $3.2M
Thrivent Financial for Lutherans 0.01% New 25,748 $3.2M
AlphaCore Capital LLC 0.07% Reduce -2.2% 25,644 $3.2M
Tower Research Capital LLC (TRC) 0.08% Add +123.3% 25,490 $3.2M
Valmark Advisers, Inc. 0.04% Reduce -0.4% 25,298 $3.2M
Uptown Financial Advisors LLC 2.68% Add +3.7% 24,953 $3.1M
Concurrent Investment Advisors, LLC 0.04% Reduce -0.6% 24,692 $3.1M
Janney Montgomery Scott LLC 0.01% Add +4.5% 24,628 $3.1M
Montag A & Associates Inc. 0.14% Reduce -26.9% 24,257 $3.1M
Mariner, LLC 0.00% Reduce -2.8% 24,130 $3.0M
Arkadios Wealth Advisors 0.06% Add +21.4% 23,600 $3.0M
Chevy Chase Trust Holdings, LLC 0.01% Add +173.6% 23,553 $3.0M
Alexander Labrunerie & Co., Inc. 1.07% Reduce -0.2% 23,216 $2.9M
Assetmark, Inc. 0.01% Add +6.0% 22,956 $2.9M
Smallwood Wealth Investment Management, LLC 1.50% Reduce -0.4% 22,762 $2.9M
Cherry Creek Investment Advisors, Inc. 1.22% Add +0.2% 22,730 $2.9M
Strategic Investment Solutions, Inc. 0.68% Add +6.9% 22,317 $2.8M
NewEdge Advisors, LLC 0.01% Add +7.1% 22,251 $2.8M
Stratos Wealth Partners, LTD. 0.03% Reduce -1.0% 22,141 $2.8M
My Personal CFO, LLC 1.13% New 21,438 $2.7M
Financial Freedom, LLC 1.30% Reduce -12.9% 20,754 $2.6M
Founders Grove Wealth Partners, LLC 0.59% Add +0.8% 20,702 $2.6M
Tocqueville Asset Management L.P. 0.04% Add +62.0% 20,439 $2.6M
Newport Capital Group, LLC 1.56% Add +10.1% 20,284 $2.6M
Private Advisor Group, LLC 0.01% Reduce -25.1% 20,031 $2.5M
North Forty Two & Co. 2.37% Add +2.0% 19,967 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -27.8% 19,876 $2.5M
Johnson Investment Counsel Inc. 0.02% Reduce -9.0% 19,428 $2.4M
Bonfire Financial 1.82% Add +7.0% 19,396 $2.4M
FMR LLC 0.00% Add +4.3% 19,371 $2.4M
Ieq Capital, LLC 0.01% Reduce -0.0% 19,253 $2.4M
North Star Asset Management Inc. 0.10% Reduce -1.1% 18,692 $2.4M
RFG Holdings, Inc. 0.59% Reduce -7.9% 18,597 $2.3M
Evolution Wealth Advisors, LLC 0.23% Reduce -64.3% 18,463 $2.3M
Avos Capital Management, LLC 1.00% Add +11.0% 18,218 $2.3M
Trinity Legacy Partners, LLC 0.53% Add +1.6% 18,207 $2.3M
Atlas Capital Advisors Inc. 0.25% — 18,092 $2.3M
BlackRock, Inc. 0.00% Add +32.8% 18,057 $2.3M
Bokf, NA 0.03% Reduce -0.9% 17,989 $2.3M
Comerica Bank 0.01% Reduce -6.7% 17,958 $2.3M
Pinnacle Financial Partners, Inc. 0.02% — 17,749 $2.2M
Flow Traders U.S. LLC 0.07% New 17,484 $2.2M
World Investment Advisors 0.04% Add +21.9% 17,321 $2.2M
Brookstone Capital Management 0.02% Add +7.2% 16,862 $2.1M
WBH Advisory Inc. 0.16% Reduce -0.6% 16,733 $2.1M
Syon Capital LLC 0.10% Add +0.5% 16,365 $2.1M
Independent Financial Group, LLC 0.05% Reduce -1.5% 16,173 $2.0M
Park National Corp. 0.06% Add +20.6% 15,903 $2.0M
Evelyn Partners Investment Management Services Ltd 0.25% Add +22.3% 15,870 $2.0M
O'shaughnessy Asset Management, LLC 0.01% Add +8.7% 15,590 $2.0M
Indie Asset Partners, LLC 2.15% Reduce -6.7% 15,296 $1.9M
Murphy, Middleton, Hinkle & Parker, Inc. 0.90% New 13,939 $1.9M
Fca Corp. 0.51% Reduce -6.6% 14,340 $1.8M
Private Wealth Advisors, LLC 0.65% Reduce -0.9% 14,317 $1.8M
Axiom Financial Strategies, LLC 0.75% Reduce -2.0% 14,244 $1.8M
Citadel Advisors 0.00% Add +18.3% 14,164 $1.8M
Salomon & Ludwin, LLC 0.16% Reduce -0.4% 13,346 $1.8M
Evanson Asset Management, LLC 0.09% Add +0.3% 13,820 $1.7M
O'ROURKE & COMPANY, Inc 0.67% Reduce -2.2% 13,719 $1.7M
Main Street Financial Solutions, LLC 0.13% Add +25.3% 13,552 $1.7M
Go Invest LLC 0.56% — 13,516 $1.7M
Hershey Financial Advisers, LLC 1.43% Reduce -3.4% 13,466 $1.7M
Elite Financial, Inc. 0.77% Reduce -1.0% 13,452 $1.7M
Capital Wealth Alliance, LLC 0.72% Reduce -13.5% 11,123 $1.7M
Goldstone Financial Group, LLC 0.19% Add +10.7% 13,353 $1.7M
Sigma Planning Corp 0.05% Reduce -0.5% 13,276 $1.7M
Trust Co. of Oklahoma 0.49% Reduce -0.4% 13,229 $1.7M
Blair William & Co. 0.00% Reduce -1.5% 13,180 $1.7M
Accel Wealth Management 0.45% Reduce -17.0% 12,976 $1.6M
SHUTTLEWORTH & Co 1.47% Add +1.1% 12,751 $1.6M
Global Strategic Investment Solutions, LLC 0.16% No change 12,746 $1.6M
Global Retirement Partners, LLC 0.03% Add +18.8% 12,442 $1.6M
Cresset Asset Management, LLC 0.01% Reduce -0.6% 12,424 $1.6M
Bank of Montreal 0.00% Add +8.0% 12,379 $1.6M
Fifth Third Securities, Inc. 0.10% Reduce -6.2% 12,365 $1.6M
HB Wealth Management, LLC 0.01% Reduce -5.2% 12,274 $1.5M
Noble Family Wealth, LLC 0.33% Reduce -8.1% 12,257 $1.5M
Gibraltar Capital Management, Inc. 0.26% Add +16.3% 12,180 $1.5M
Curran Financial Partners, LLC 0.29% Reduce -8.9% 12,079 $1.5M
Blue Trust, Inc. 0.02% Add +6.5% 11,902 $1.5M
EP Wealth Advisors, LLC 0.01% — 11,899 $1.5M
Patriot Investment Management Group, Inc. 0.09% Reduce -0.4% 11,420 $1.4M
FAS Wealth Partners, Inc. 0.09% Add +0.0% 11,301 $1.4M
Mission Wealth Management, LP 0.03% Reduce -1.6% 11,131 $1.4M
Partners Wealth Management, LLC 1.45% Reduce -0.7% 11,055 $1.4M
Factor Wealth Management LTD 0.30% Add +8.8% 11,040 $1.4M
Athena Investment Management 0.69% Add +4.1% 10,708 $1.3M
Resonant Capital Advisors, LLC 0.07% Reduce -3.7% 10,575 $1.3M
Essex Financial Services, Inc. 0.08% Add +0.2% 10,478 $1.3M
Cornerstone Wealth Management, LLC 0.07% Add +29.0% 10,394 $1.3M
Stapp Wealth Management, PLLC 1.65% New 10,203 $1.3M
Meridian Wealth Management, LLC 0.05% Add +0.8% 10,188 $1.3M
NWF Advisory Services Inc. 0.14% Add +3.9% 10,099 $1.3M
Sharper & Granite LLC 0.45% Reduce -1.8% 10,098 $1.3M
HRT Financial LP 0.00% Add +273.8% 10,047 $1.3M
Lowe Brockenbrough & Co. Inc. 0.06% Add +1.2% 9,981 $1.3M
Whittier Trust Co. 0.01% No change 9,783 $1.3M
Mutual Advisors, LLC 0.03% Reduce -3.0% 9,964 $1.3M
Waverly Advisors, LLC 0.01% Add +25.4% 9,867 $1.2M
Asset Management Group, Inc. 0.20% Add +0.8% 9,827 $1.2M
Principal Securities, Inc. 0.02% Reduce -23.5% 9,823 $1.2M
Koshinski Asset Management, Inc. 0.08% No change 9,752 $1.2M
AE Wealth Management LLC 0.01% Add +0.1% 9,735 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.9% 9,632 $1.2M
SBI Securities Co., Ltd. 0.03% Reduce -2.5% 9,569 $1.2M
Bessemer Group Inc. 0.00% Reduce -1.1% 9,549 $1.2M
Valeo Financial Advisors, LLC 0.03% Reduce -1.8% 9,551 $1.2M
Fisher Asset Management 0.00% Add +12.3% 9,484 $1.2M
Oppenheimer & Co. Inc. 0.02% Reduce -46.3% 9,385 $1.2M
Federation des caisses Desjardins du Quebec 0.00% Add +0.5% 9,355 $1.2M
Rather & Kittrell, Inc. 0.19% No change 9,255 $1.2M
Citizens Financial Group Inc. 0.02% Add +2.8% 9,255 $1.2M
First Heartland Consultants, Inc. 0.09% Reduce -1.9% 9,131 $1.1M
Moneta Group Investment Advisors LLC 0.01% Reduce -1.4% 9,033 $1.1M
Fiduciary Group, LLC 0.09% Reduce -2.8% 8,749 $1.1M
Calton & Associates, Inc. 0.16% Add +0.3% 8,611 $1.1M
Woodward Diversified Capital, LLC 0.49% Add +1.2% 8,558 $1.1M
Comprehensive Money Management Services LLC 0.74% Reduce -0.4% 8,553 $1.1M
Merit Financial Group, LLC 0.01% Reduce -1.9% 8,321 $1.0M
Arrowroot Family Office, LLC 0.38% Add +7.4% 8,314 $1.0M
Salem Investment Counselors Inc. 0.03% Reduce -12.9% 8,249 $1.0M
CoreCap Advisors, LLC 0.04% Reduce -2.2% 8,245 $1.0M
McKinley Carter Wealth Services, Inc. 0.06% Reduce -85.0% 8,210 $1.0M
Enclave Advisors LLC 0.15% Reduce -12.9% 8,158 $1.0M
Baker Ellis Asset Management LLC 0.12% Reduce -30.5% 8,125 $1.0M
55 North Private Wealth, LLC 0.27% — 8,000 $1.0M
Citigroup Inc. 0.00% Add +11.9% 7,936 $999K
CIBC Private Wealth Group LLC 0.00% Add +8.8% 7,930 $999K
Simmons Bank 0.07% No change 7,863 $990K
Fee-Only Financial Planning, L.C. 0.57% No change 7,800 $982K
Great Valley Advisor Group, Inc. 0.02% Add +1.4% 7,758 $977K
TCI Wealth Advisors, Inc. 0.05% Reduce -4.2% 7,734 $974K
Sonata Capital Group Inc. 0.35% Reduce -4.0% 7,720 $972K
Northern Trust Corp. 0.00% Add +10.6% 7,641 $962K
Nations Financial Group Inc, /Ia/ 0.05% Add +1.5% 7,628 $961K
Simplicity Wealth,LLC 0.06% Reduce -3.2% 7,579 $954K
GTS Securities LLC 0.03% New 7,544 $950K
J.W. Cole Advisors, Inc. 0.02% Add +0.3% 7,654 $939K
Bailard, Inc. 0.02% Add +106.7% 7,418 $934K
Savant Capital, LLC 0.01% Add +15.2% 7,381 $929K
Financial Management Network Inc. 0.15% Reduce -0.6% 7,212 $928K
&partners 0.00% Add +40.8% 7,012 $923K
Institute for Wealth Management, LLC. 0.10% Add +5.8% 7,282 $917K
FRG Family Wealth Advisors LLC 0.14% Reduce -12.7% 7,245 $912K
Phillips Financial Management, LLC 0.06% No change 7,199 $906K
First Financial Corp. 0.34% Reduce -1.8% 7,179 $904K
Praetorian Wealth Management, Inc. 0.18% Reduce -76.2% 7,035 $886K
Versant Capital Management, Inc 0.11% Add +0.2% 6,950 $875K
First Bancorp, Inc 0.46% Reduce -1.1% 6,895 $868K
Krilogy Financial LLC 0.03% Add +8.6% 6,198 $860K
Advisory Services Network, LLC 0.01% Add +4.7% 6,750 $850K
Checchi Capital Advisers, LLC 0.06% Reduce -5.7% 6,645 $837K
Altfest L J & Co. Inc. 0.09% Reduce -15.5% 6,606 $832K
Allworth Financial LP 0.00% Add +0.4% 6,598 $831K
Blackston Financial Advisory Group, LLC 0.50% Add +4.6% 6,574 $828K
Mason Investment Advisory Services, Inc. 0.04% Add +0.1% 6,528 $822K
MAI Capital Management 0.00% Add +0.9% 6,505 $819K
Betterment LLC 0.00% Add +28.0% 6,426 $809K
Modera Wealth Management, LLC 0.01% Add +5.9% 6,384 $804K
Commerce Bank 0.00% Add +3.2% 6,365 $801K
Madison Wealth Partners, Inc 0.14% Add +4.5% 6,269 $789K
Prime Capital Investment Advisors, LLC 0.01% Reduce -4.5% 6,232 $785K
Financial Perspectives, Inc 0.21% Reduce -7.3% 6,223 $784K
Focus Financial Network, Inc. 0.03% Add +0.0% 6,194 $780K
CGN Advisors LLC 0.06% Add +1.3% 6,193 $780K
Advisors Capital Management, LLC 0.01% Add +2.4% 6,167 $777K
Atlantic Union Bankshares Corp 0.01% Reduce -5.0% 6,058 $763K
Signature Estate & Investment Advisors LLC 0.02% Reduce -2.1% 6,035 $760K
Sheets Smith Wealth Management 0.08% Reduce -4.7% 6,025 $759K
Windsor Advisory Group, LLC 0.67% Reduce -1.4% 6,000 $756K
Deutsche Bank AG 0.00% No change 5,982 $753K
Parsons Capital Management Inc. 0.04% No change 5,698 $717K
Vickerman Investment Advisors, Inc. 0.14% Reduce -0.6% 5,690 $716K
Equitable Holdings, Inc. 0.00% Add +15.9% 5,662 $713K
Vista Investment Management 0.23% Add +11.7% 5,642 $710K
Fiduciary Alliance LLC 0.05% Reduce -26.1% 5,634 $709K
Baird Financial Group, Inc. 0.00% Reduce -0.9% 5,632 $709K
SOL Capital Management CO 0.06% No change 5,600 $705K
Xcelsior Advisor Partners LLC 0.34% — 5,574 $702K
Fiduciary Trust Co 0.01% Reduce -20.6% 5,539 $697K
Center for Financial Planning, Inc. 0.07% No change 5,494 $692K
Axxcess Wealth Management, LLC 0.01% Reduce -8.6% 5,469 $689K
Tranquility Partners, LLC 0.25% Reduce -0.2% 5,440 $685K
Laurel Oak Wealth Management, LLC 0.11% — 5,374 $677K
Stephens Inc. 0.01% Add +0.5% 5,372 $676K
Wealthspire Advisors, LLC 0.01% Add +20.9% 5,324 $670K
Cypress Wealth Services, LLC 0.09% Add +0.6% 5,324 $670K
Colony Family Offices, LLC 0.17% No change 5,323 $670K
VPR Management LLC 0.30% No change 5,300 $667K
Cora Capital Advisors LLC 0.26% Reduce -3.3% 5,298 $667K
Principle Wealth Partners LLC 0.04% No change 5,290 $666K
Nordwand Advisors, LLC 0.12% No change 5,240 $660K
Kohmann Bosshard Financial Services, LLC 0.06% No change 5,235 $659K
OneDigital Investment Advisors LLC 0.01% Reduce -33.1% 5,220 $657K
MontVue Capital Management, Inc. 0.44% No change 5,218 $657K
RFG Advisory, LLC 0.01% New 5,182 $653K
UNIVEST FINANCIAL Corp 0.03% Add +26.1% 5,158 $649K
Jacobs Equity LLC 0.62% — 5,140 $647K
Raab & Moskowitz Asset Management LLC 0.14% Reduce -0.1% 5,113 $644K
TMB Capital Partners, LLC 0.21% — 4,981 $627K
Peapack Gladstone Financial Corp. 0.01% Reduce -28.6% 4,969 $626K
John A. Wolfe & Associates, Inc. 0.34% — 4,969 $626K
Financial Engines Advisors L.L.C. 0.00% Add +2.3% 4,943 $622K
IHT Wealth Management, LLC 0.01% Add +0.1% 4,867 $613K
Tiaa Trust, National Association 0.00% Reduce -3.1% 4,750 $598K
United Capital Financial Advisors, LLC 0.00% Add +15.1% 4,742 $597K
American Institute for Advanced Investment Management, LLP 0.38% Reduce -18.4% 4,714 $595K
Walser Wealth Management Company, A Ltd Liability Co 0.31% — 4,707 $593K
Klingman & Associates, LLC 0.03% No change 4,707 $593K
JM2 Capital Inc. 0.47% — 4,650 $586K
Renaissance Technologies 0.00% Reduce -84.5% 4,600 $579K
DAVENPORT & Co LLC 0.00% Reduce -6.9% 4,566 $575K
Integrity Alliance, Llc. 0.02% New 4,564 $575K
Avantax Planning Partners, Inc. 0.02% Reduce -42.5% 4,553 $573K
Carnegie Investment Counsel 0.01% New 4,470 $563K
Birchcreek Wealth Management, LLC 0.27% Add +5.5% 4,446 $560K
Summit Financial, LLC 0.01% Reduce -1.0% 4,401 $554K
Western Wealth Management, LLC 0.03% Add +17.5% 4,399 $554K
TD Private Client Wealth LLC 0.01% Reduce -1.1% 4,390 $553K
Sittner & Nelson, LLC 0.20% Reduce -1.3% 3,680 $552K
GWN Securities Inc. 0.11% Add +3.8% 4,357 $549K
Insigneo Advisory Services, LLC 0.04% Reduce -1.8% 4,330 $545K
Hoge Financial Services, LLC 0.29% Reduce -19.3% 4,316 $543K
PDS Planning, Inc 0.04% Add +0.1% 4,278 $539K
IVC Wealth Advisors LLC 0.23% Reduce -7.0% 4,240 $534K
Union Savings Bank 0.23% — 4,229 $533K
Silver Oak Securities, Incorporated 0.04% Add +1.7% 4,163 $527K
Caldwell Sutter Capital, Inc. 0.22% Reduce -3.1% 4,176 $526K
AQR Capital Management 0.00% Add +4.0% 4,158 $524K
Robertson Stephens Wealth Management, LLC 0.01% Add +26.0% 4,153 $523K
NorthCrest Asset Manangement, LLC 0.01% Reduce -3.0% 3,961 $521K
Scotia Capital Inc. 0.00% Reduce -3.1% 4,101 $516K
Brookwood Investment Group LLC 0.06% Reduce -2.3% 4,096 $516K
Cape Cod Five Cents Savings Bank 0.05% No change 4,196 $514K
Investment Research & Advisory Group, Inc. 0.17% Add +0.8% 4,060 $511K
EFG International AG 0.01% — 4,054 $510K
Sequoia Financial Advisors, LLC 0.00% Reduce -11.5% 4,034 $508K
WPWealth LLP 0.08% No change 3,947 $497K
Heartwood Wealth Advisors LLC 0.05% No change 3,900 $491K
Snowden Capital Advisors LLC 0.01% Reduce -8.6% 3,893 $490K
Kingswood Wealth Advisors, LLC 0.02% Add +103.9% 3,880 $489K
Boston Family Office LLC 0.03% Add +7.3% 3,874 $488K
Wedmont Private Capital 0.02% Add +0.5% 3,806 $484K
Global Wealth Management, LLC 0.26% Reduce -37.3% 3,808 $480K
Valtrion Capital Management, LLC 0.48% Reduce -9.3% 3,807 $479K
Independent Wealth Network Inc. 0.15% Reduce -1.0% 3,796 $478K
Verus Financial Partners, Inc. 0.04% Add +0.8% 3,424 $475K
Guyasuta Investment Advisors Inc. 0.03% No change 3,740 $471K
Graves Light Lenhart Wealth, Inc. 0.05% No change 3,734 $470K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 3,104 $465K
Safe Harbor Fiduciary, LLC 0.41% — 3,671 $462K
Advantage Trust Co 0.20% No change 3,615 $455K
Holderness Investments Co. 0.09% Reduce -1.4% 3,596 $453K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 3,587 $452K
Hilltop Holdings Inc. 0.03% Reduce -3.8% 3,551 $447K
Stokes Family Office, LLC 0.04% Add +12.9% 3,510 $442K
Disciplined Investments, LLC 0.17% Add +0.8% 3,500 $441K
Soltis Investment Advisors LLC 0.03% Add +30.9% 3,492 $440K
Wealthspire Retirement, LLC 0.03% Add +0.7% 3,484 $439K
US Bancorp \de 0.00% Reduce -3.2% 3,436 $433K
Avion Wealth 0.09% Reduce -25.0% 3,401 $428K
Chatham Capital Group, Inc. 0.06% Reduce -1.6% 3,395 $427K
Coppell Advisory Solutions LLC 0.04% Add +9.4% 3,372 $427K
Brown Brothers Harriman & Co. 0.00% No change 3,328 $419K
Manchester Capital Management LLC 0.06% Reduce -0.1% 3,300 $416K
Clearstead Advisors, LLC 0.01% No change 3,263 $411K
Blume Capital Management, Inc. 0.08% No change 3,260 $411K
Calder Financial LLC 0.40% — 3,203 $403K
Indiana Trust & Investment Management Co 0.12% No change 3,200 $403K
Focus Partners Advisor Solutions, LLC 0.00% Add +68.8% 3,154 $397K
United Advisor Group, LLC 0.05% Reduce -41.1% 3,131 $394K
BOS Asset Management, LLC 0.11% Reduce -0.3% 3,130 $394K
Smith Asset Management Co., LLC 0.32% Add +1.7% 3,120 $393K
Cambridge Advisors Inc. 0.07% No change 3,073 $387K
Capital Insight Partners, LLC 0.08% Reduce -10.1% 3,058 $385K
FreeGulliver LLC 0.17% New 3,042 $383K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.05% Reduce -6.6% 3,035 $382K
Retirement Planning Group, LLC 0.01% Add +5.3% 3,005 $378K
One Charles Private Wealth Services, LLC 0.10% Add +0.7% 3,004 $378K
CreativeOne Wealth, LLC 0.01% Reduce -9.2% 3,003 $378K
U.S. Capital Wealth Advisors, LLC 0.01% Add +6.2% 2,996 $377K
Caprock Group, LLC 0.01% No change 2,994 $377K
Capital Analysts, LLC 0.01% Reduce -12.5% 2,970 $374K
Provenance Wealth Advisors, LLC 0.04% No change 2,936 $370K
Certified Advisory Corp 0.03% Reduce -15.5% 2,933 $369K
Ted Buchan & Co 0.13% New 2,918 $367K
Sherry Group, Inc. 0.38% — 2,894 $366K
J. Safra Sarasin Holding AG 0.01% No change 2,900 $365K
SteelPeak Wealth, LLC 0.01% No change 2,896 $365K
Panoramic Investment Advisors, LLC 0.20% Add +0.7% 2,891 $364K
Diesslin Group, Inc. 0.14% — 2,889 $364K
Garde Capital, Inc. 0.02% No change 2,884 $363K
Vanguard Group Inc. 0.00% Reduce -14.7% 2,867 $361K
SC&H Financial Advisors, Inc. 0.06% Add +0.3% 2,860 $360K
Cove Private Wealth, LLC 0.11% Reduce -0.0% 2,838 $357K
Avalon Capital Management 0.08% No change 2,793 $352K
Trinity Financial Advisors LLC 0.10% Reduce -32.6% 2,790 $351K
BSW Wealth Partners 0.04% No change 2,789 $351K
Idaho Trust Co 0.11% Reduce -18.2% 2,754 $347K
Tritonpoint Wealth, LLC 0.04% Reduce -0.1% 2,745 $346K
Yoder Wealth Management, Inc. 0.16% Reduce -0.6% 2,733 $344K
Kovack Advisors, Inc. 0.02% Add +2.7% 2,733 $344K
Trust Point Inc. 0.03% No change 2,731 $344K
RBA Wealth Management, LLC 0.12% Add +4.9% 2,728 $344K
Integrated Wealth Concepts LLC 0.00% Reduce -23.9% 2,712 $341K
Financial & Tax Architects, LLC 0.08% Add +0.9% 2,704 $340K
Cowa, LLC 0.10% No change 2,700 $340K
Chemistry Wealth Management LLC 0.06% No change 2,699 $340K
Disciplined Investors, L.L.C. 0.22% Reduce -6.3% 2,682 $338K
Peterson Wealth Advisors, LLC 0.04% New 2,680 $337K
Compass Financial Group, INC 0.05% Reduce -28.6% 2,664 $336K
Strategic Advocates LLC 0.09% Add +0.8% 2,646 $335K
IFG Advisory, LLC 0.01% Reduce -1.1% 2,570 $324K
Hanover Advisors Inc. 0.13% No change 2,561 $322K
Intellectus Partners, LLC 0.06% Add +13.9% 2,540 $320K
Ethos Financial Group, LLC 0.02% New 2,540 $320K
AdvisorNet Financial, Inc 0.02% Add +32.1% 2,532 $319K
Bayshore Capital Advisors, LLC 0.16% — 2,522 $318K
WESCAP Management Group, Inc. 0.06% New 2,502 $315K
Gibson Wealth Advisors LLC 0.22% No change 2,500 $315K
Myecfo, LLC 0.13% No change 2,487 $313K
Causey Wealth LLC 0.14% Reduce -4.5% 2,487 $313K
Capital Advantage, Inc. 0.04% Add +0.3% 2,456 $309K
Charles Schwab Investment Management Inc. 0.00% Reduce -1.3% 2,450 $309K
Headlands Technologies LLC 0.03% New 2,449 $308K
PKS Advisory Services, LLC 0.07% Add +4.2% 2,438 $307K
Sequent Planning LLC 0.08% Add +0.0% 2,436 $307K
Colton Groome Financial Advisors, LLC 0.09% Reduce -4.5% 2,435 $307K
Parr McKnight Wealth Management Group, LLC 0.04% Add +0.0% 2,428 $306K
Rockbridge Investment Management, LCC 0.03% Reduce -7.2% 2,425 $305K
Fifth Third Wealth Advisors LLC 0.01% No change 2,405 $303K
Nilsine Partners, LLC 0.03% Add +7.8% 2,373 $299K
Harbour Investments, Inc. 0.01% Reduce -17.6% 2,363 $298K
Sound View Wealth Advisors Group, LLC 0.02% Add +11.9% 2,352 $296K
Steel Grove Capital Advisors, LLC 0.03% No change 2,340 $295K
Patten & Patten Inc. 0.02% Reduce -39.6% 2,318 $292K
Northside Capital Management, LLC 0.03% No change 2,308 $291K
Covestor Ltd 0.15% Add +4.7% 2,301 $290K
Brown Advisory Inc. 0.00% Reduce -11.5% 2,295 $289K
Sound Income Strategies, LLC 0.01% Add +600.7% 2,130 $287K
National Bank of Canada 0.00% Add +4.6% 2,264 $285K
Collaborative Wealth Managment Inc. 0.10% No change 2,241 $282K
Sankala Group LLC 0.22% — 1,776 $280K
Caitlin John, LLC 0.18% Add +1.2% 2,222 $280K
CRA Financial Services, LLC 0.04% No change 2,217 $279K
Firestone Capital Management 0.06% No change 2,202 $277K
Black Diamond Financial, LLC 0.03% No change 2,198 $277K
Sentinel Trust Co. Lba 0.03% No change 2,170 $273K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.9% 2,153 $271K
Aptus Capital Advisors, LLC 0.00% Add +5.0% 2,150 $271K
BBR Partners, LLC 0.01% No change 2,147 $270K
Welch Group, LLC 0.01% Reduce -1.2% 2,141 $270K
Fischer Financial Services, Inc. 0.07% Reduce -28.5% 2,128 $268K
Plan Group Financial, LLC 0.07% Add +3.2% 2,115 $266K
NorthLanding Financial Partners, LLC 0.21% No change 2,114 $266K
Rwa Wealth Partners, LLC 0.00% Add +2.3% 2,112 $266K
Laurel Wealth Advisors LLC 0.04% New 2,100 $264K
Roble, Belko & Company, Inc 0.03% Add +0.4% 2,086 $263K
KDK Private Wealth Management, LLC 0.23% Reduce -3.4% 2,085 $263K
Opus Capital Group, LLC 0.03% Add +0.2% 2,079 $262K
Titleist Asset Management, LLC 0.02% New 2,072 $261K
Leavell Investment Management, Inc. 0.01% Reduce -25.7% 2,070 $261K
Colonial Trust Co / SC 0.03% Add +21.4% 2,050 $258K
Triumph Capital Management 0.06% Reduce -2.7% 2,029 $255K
Bragg Financial Advisors, Inc 0.01% No change 2,016 $254K
Claret Asset Management Corp 0.03% New 2,000 $252K
FLC Capital Advisors 0.05% No change 2,000 $252K
Prostatis Group LLC 0.06% Reduce -4.8% 1,980 $249K
Ausdal Financial Partners, Inc. 0.01% Add +15.7% 1,976 $249K
Northeast Investment Management 0.01% No change 1,975 $249K
Badgley Phelps Wealth Managers, LLC 0.00% New 1,972 $248K
Walkner Condon Financial Advisors LLC 0.03% No change 1,957 $246K
Chicago Partners Investment Group LLC 0.01% Reduce -3.8% 1,764 $245K
KERR FINANCIAL PLANNING Corp 0.33% Add +150.0% 1,750 $244K
Freestone Capital Holdings, LLC 0.01% No change 1,932 $243K
Bogart Wealth, LLC 0.01% No change 1,894 $238K
Warner Financial, Inc. 0.08% Add +0.4% 1,871 $236K
Nicholas Hoffman & Company, LLC. 0.01% New 1,857 $234K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -13.1% 1,851 $233K
Petix & Botte Co 0.05% No change 1,844 $232K
Kingsview Wealth Management, LLC 0.00% Add +15.1% 1,841 $232K
Total Clarity Wealth Management, Inc. 0.06% Reduce -20.6% 1,834 $231K
Berkeley Capital Partners, LLC 0.05% Reduce -0.6% 1,833 $231K
Twelve Points Wealth Management LLC 0.05% No change 1,745 $229K
Apollon Wealth Management, LLC 0.00% Reduce -16.3% 1,811 $228K
CWA Asset Management Group, LLC 0.01% Reduce -0.1% 1,806 $227K
Howard Wealth Management, LLC 0.10% Add +0.8% 1,801 $227K
Sharp Wealth Advisory, LLC 0.11% New 1,800 $227K
GFS Advisors, LLC 0.03% No change 1,800 $227K
Strait & Sound Wealth Management LLC 0.08% Reduce -21.3% 1,795 $226K
DRW Securities, LLC 0.02% New 1,789 $225K
PFG Investments, LLC 0.01% Add +10.1% 1,781 $224K
Tudor Investment Corporation 0.00% Reduce -94.0% 1,780 $224K
Security Financial Services, INC. 0.04% Add +3.3% 1,775 $224K
Arsenal Capital Advisors LLC 0.16% — 1,761 $222K
Summit Trail Advisors, LLC 0.00% No change 1,741 $219K
Boltwood Capital Management 0.06% Reduce -2.0% 1,734 $218K
Level Four Advisory Services, LLC 0.01% Reduce -2.2% 1,704 $215K
Oxford Financial Group, LTD. LLC 0.01% Add +1600.0% 1,700 $214K
JFS Wealth Advisors, LLC 0.01% No change 1,681 $212K
McClarren Financial Advisors, Inc. 0.13% Reduce -27.2% 1,128 $212K
Trajan Wealth LLC 0.01% No change 1,671 $210K
Matauro, LLC 0.03% New 1,669 $210K
Red Crane Wealth Management, LLC 0.17% No change 1,650 $208K
Wilson & Boucher Capital Management, LLC 0.14% No change 1,650 $208K
Inscription Capital, LLC 0.02% Add +1.0% 1,634 $206K
Victory Financial Group, LLC 0.03% No change 1,629 $205K
Optima Capital LLC 0.09% Reduce -42.9% 1,606 $202K
Thoroughbred Financial Services, LLC 0.01% Add +0.2% 1,606 $202K
Smith, Moore & Co. 0.02% New 1,602 $202K
HHM Wealth Advisors, LLC 0.02% No change 1,573 $198K
Sunbelt Securities, Inc. 0.01% No change 1,550 $195K
First PREMIER Bank 0.04% No change 1,548 $195K
TD Capital Management LLC 0.02% Add +0.1% 1,547 $195K
Wilmington Savings Fund Society, FSB 0.00% Reduce -30.5% 1,540 $194K
International Assets Investment Management, LLC 0.01% Reduce -80.0% 1,488 $187K
Armstrong Advisory Group, Inc. 0.01% Add +0.1% 1,486 $187K
North Star Investment Management Corp. 0.01% Add +0.1% 1,484 $187K
Vermillion Wealth Management, Inc. 0.08% Add +8.3% 1,464 $184K
City State Bank 0.05% Reduce -4.9% 1,442 $182K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,300 $167K
IFP Advisors, Inc 0.00% Add +0.1% 1,298 $163K
Ankerstar Wealth, LLC 0.16% — 1,283 $162K
Harbor Asset Planning, Inc. 0.13% Add +263.3% 1,206 $152K
Glenmede Trust Co. NA 0.00% — 1,160 $146K
Investors Research Corp 0.03% No change 1,139 $143K
Private Wealth Management Group, LLC 0.04% Add +469.4% 1,042 $131K
UMB Bank, n.a. 0.00% Reduce -50.0% 1,000 $126K
Security National Bank 0.02% No change 955 $120K
Main Management LLC 0.01% No change 950 $120K
Bayban 0.10% — 943 $119K
Olistico Wealth, LLC 0.06% Reduce -71.8% 938 $118K
Cheviot Value Management, LLC 0.01% Add +23.9% 820 $116K
Quaker Wealth Management, LLC 0.04% Add +0.9% 917 $115K
Geneos Wealth Management Inc. 0.00% Reduce -90.2% 907 $114K
MCF Advisors LLC 0.01% Add +490.9% 904 $114K
Bravera Wealth 0.06% — 900 $113K
Hurley Capital, LLC 0.06% New 887 $112K
Westside Investment Management, Inc. 0.02% No change 842 $108K
Lanark Financial, Inc. 0.01% No change 848 $107K
VSM Wealth Advisory, LLC 0.03% Add +0.2% 838 $105K
SHP Wealth Management 0.01% — 813 $103K
Coston, McIsaac & Partners 0.02% Add +92.2% 813 $102K
Cardiff Park Advisors, LLC 0.01% No change 743 $94K
EverSource Wealth Advisors, LLC 0.00% No change 698 $88K
CBIZ Investment Advisory Services, LLC 0.00% Add +0.3% 698 $88K
Eq Wealth Advisors, LLC 0.05% New 654 $82K
Spire Wealth Management 0.00% No change 653 $82K
Larson Financial Group LLC 0.00% Add +0.3% 633 $80K
Arax Advisory Partners 0.00% New 605 $76K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 601 $76K
Trust Co. of Vermont 0.00% No change 600 $76K
Root Financial Partners, LLC 0.00% Add +31.9% 596 $75K
Litman Gregory Wealth Management LLC 0.01% New 572 $72K
Quadrant Capital Group LLC 0.00% Reduce -6.4% 570 $72K
SageView Advisory Group, LLC 0.00% New 557 $70K
CENTRAL TRUST Co 0.00% No change 555 $70K
Robinswood Financial LLC 0.02% No change 550 $69K
Three Bearings Fiduciary Advisors, Inc. 0.06% — 480 $69K
Russell Investments Group, Ltd. 0.00% Add +19.2% 534 $67K
Glen Eagle Advisors, LLC 0.01% Reduce -26.2% 525 $66K
Ashton Thomas Securities, LLC 0.01% Reduce -96.7% 477 $60K
Capital Investment Advisory Services, LLC 0.00% Add +1.5% 473 $60K
Key Financial Inc 0.01% Reduce -0.2% 457 $58K
Cape Investment Advisory, Inc. 0.02% Add +137.3% 439 $55K
Davis Capital Management 0.04% No change 438 $55K
Costello Asset Management, INC 0.02% Reduce -16.6% 406 $51K
Coastline Trust Co 0.00% No change 370 $47K
Proffitt & Goodson Inc. 0.01% No change 359 $45K
Pittenger & Anderson Inc. 0.00% New 345 $43K
GAMMA Investing LLC 0.00% No change 342 $43K
Kings Path Partners LLC 0.01% No change 306 $39K
Banque Cantonale Vaudoise 0.00% Reduce -19.3% 292 $37K
Tripletail Wealth Management, LLC 0.05% No change 289 $36K
Franklin Resources Inc. 0.00% Add +3055.6% 284 $36K
Physician Wealth Advisors, Inc. 0.00% No change 280 $35K
Bullock Wealth Management Group 0.02% — 268 $34K
Godfrey Financial Associates, Inc. 0.03% — 263 $33K
Medallion Wealth Advisors, LLC 0.01% Add +2.0% 251 $32K
Strive Financial Group ,LLC 0.02% — 250 $31K
Gleason Group, Inc. 0.00% Add +0.9% 218 $27K
Quest 10 Wealth Builders, Inc. 0.02% Add +0.9% 218 $27K
SouthState Bank Corp 0.00% New 217 $27K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +330.0% 215 $27K
Bank of New Hampshire 0.01% No change 210 $26K
Tradewinds Capital Management, LLC 0.01% Add +1.0% 207 $26K
CVA Family Office, LLC 0.00% No change 200 $25K
HM Payson & Co. 0.00% Reduce -50.0% 200 $25K
Creative Financial Designs Inc. 0.00% No change 197 $25K
Creative Capital Management Investments LLC 0.01% No change 196 $25K
Scarborough Advisors, LLC 0.00% No change 194 $24K
Murphy & Mullick Capital Management Corp 0.02% No change 192 $24K
Dunhill Financial, LLC 0.01% Add +111.1% 190 $24K
Matrix Private Capital Group LLC 0.01% Add +0.5% 188 $24K
MilWealth Group LLC 0.01% No change 185 $23K
Flagship Harbor Advisors, LLC 0.00% New 177 $22K
Golden State Wealth Management, LLC 0.00% Reduce -50.0% 173 $22K
St Germain D J Co. Inc. 0.00% No change 170 $21K
Cranbrook Wealth Management, LLC 0.00% No change 164 $21K
Vision Financial Markets LLC 0.02% No change 156 $20K
Evermay Wealth Management LLC 0.00% Reduce -57.9% 150 $19K
Founders Financial Alliance, LLC 0.00% Reduce -71.8% 144 $18K
Abound Wealth Management 0.00% No change 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% No change 133 $17K
Ameriflex Group, Inc. 0.01% Reduce -67.4% 131 $16K
NFSG Corp 0.00% Add +5.7% 130 $16K
N.E.W. Advisory Services LLC 0.00% Reduce -27.1% 129 $16K
DHJJ Financial Advisors, Ltd. 0.01% No change 128 $16K
Rakuten Securities, Inc. 0.01% New 127 $16K
Winch Advisory Services, LLC 0.00% Add +0.8% 125 $16K
Hara Capital LLC 0.01% Add +0.8% 124 $16K
Orion Capital Management LLC 0.01% New 122 $15K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 108 $15K
Hazlett, Burt & Watson, Inc. 0.00% Add +161.9% 110 $14K
Howe & Rusling Inc. 0.00% Add +1.0% 105 $13K
Ancora Advisors LLC 0.00% Add +30.0% 104 $13K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 100 $13K
Entrust Financial LLC 0.01% — 103 $13K
Smartleaf Asset Management LLC 0.00% No change 102 $13K
Sunrise Financial Services, LLC 0.01% — 102 $13K
Steigerwald, Gordon & Koch Inc. 0.00% No change 100 $13K
Hanson & Doremus Investment Management 0.00% No change 96 $12K
Tidemark, LLC 0.00% New 94 $12K
TD Waterhouse Canada Inc. 0.00% New 92 $12K
New England Capital Financial Advisors LLC 0.00% Add +1.2% 87 $11K
Evelyn Partners Investment Management LLP 0.00% No change 85 $11K
Copia Wealth Management 0.01% Reduce -22.4% 83 $10K
Hantz Financial Services, Inc. 0.00% Add +17.1% 82 $10K
JNBA Financial Advisors 0.00% No change 78 $10K
Elevate Wealth Advisory, Inc. 0.01% No change 77 $10K
Wealth Preservation Advisors, LLC 0.00% No change 77 $10K
HighMark Wealth Management LLC 0.00% Add +1.4% 71 $9K
Raffa Wealth Management, LLC 0.00% No change 65 $8K
Harbor Investment Advisory, LLC 0.00% Add +156.0% 64 $8K
Tsfg, LLC 0.00% No change 66 $8K
McGuire Capital Advisors Inc. 0.00% — 58 $7K
McIlrath & Eck, LLC 0.00% No change 55 $7K
Rice Partnership, LLC 0.00% Add +1.9% 53 $7K
Paladin Advisory Group, LLC 0.00% No change 52 $7K
North Ridge Wealth Advisors, Inc. 0.00% No change 51 $6K
Citizens National Bank Trust Department 0.00% No change 50 $6K
Westfuller Advisors, LLC 0.00% No change 46 $6K
Rothschild Investment LLC 0.00% No change 45 $6K
Trust Co 0.00% New 41 $5K
Bartlett & Co. Wealth Management LLC 0.00% No change 41 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 41 $5K
Hilton Head Capital Partners, LLC 0.00% — 40 $5K
Cornerstone Planning Group LLC 0.00% Reduce -98.4% 36 $5K
Cherry Tree Wealth Management, LLC 0.00% No change 38 $5K
JDM Financial Group LLC 0.00% Add +3.1% 33 $4K
Nova Wealth Management, Inc. 0.00% No change 32 $4K
Boyd Watterson Asset Management LLC 0.00% No change 31 $4K
Private Trust Co. NA 0.00% Add +30.4% 30 $4K
Rialto Wealth Management, LLC 0.00% Reduce -62.2% 28 $4K
Simplex Trading, LLC 0.00% Reduce -97.7% 26 $3K
Asset Dedication, LLC 0.00% No change 22 $3K
Key Capital Management, INC 0.00% — 22 $3K
WPG Advisers, LLC 0.00% New 20 $3K
Nalls Sherbakoff Group, LLC 0.00% No change 18 $2K
Private Wealth Asset Management, LLC 0.00% No change 18 $2K
PFS Partners, LLC 0.00% New 14 $2K
GHP Investment Advisors, Inc. 0.00% No change 8 $1K
Valley National Advisers Inc. 0.00% No change 8 $1K
Activest Wealth Management 0.00% No change 7 $881
Transamerica Financial Advisors, LLC 0.00% No change 5 $583
Tucker Asset Management LLC 0.00% New 4 $504
Inlight Wealth Management, LLC 0.00% New 3 $378
Pinnacle Wealth Planning Services, Inc. 0.00% New 1 $126
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.