Vanguard Intermediate-Term TVGITETF

13F holders, Q1 2024 (March 31)
661holders
4famous investors
$58.54avg. 13F price*

At the end of Q1 2024, 661 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings. The largest holders were JPMorgan Chase & Co. ($4.0B), Bank of America Corp. ($2.8B) and FMR LLC ($1.5B). 4 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Leon Cooperman (0.1% of Omega Advisors (Leon Cooperman)'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Intermediate-Term T
CUSIP
92206C706
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 661Q1 2024Q2 2024: 677Q2 2024Q3 2024: 711Q3 2024Q4 2024: 809Q4 2024Q1 2025: 808Q1 2025Q2 2025: 819Q2 2025Q3 2025: 815Q3 2025Q4 2025: 927Q4 2025Q1 2026: 962Q1 2026Q2 2026: 981Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions83$193.8M
Exits77$162.8M

Ownership 661 holders

JPMorgan Chase & Co. 0.36% Add +322.8% 69,096,284 $4.0B
Bank of America Corp. 0.28% Add +6.3% 48,643,240 $2.8B
FMR LLC 0.10% Reduce -5.7% 25,726,632 $1.5B
Morgan Stanley 0.08% Add +16.0% 17,982,969 $1.1B
Empower Advisory Group, LLC 3.13% Add +3.4% 14,276,045 $835.9M
Creative Planning 0.64% Add +19.4% 9,845,743 $576.5M
SCS Capital Management LLC 12.18% Add +2.5% 9,778,367 $572.5M
Rwa Wealth Partners, LLC 6.83% Add +2.1% 8,672,630 $507.8M
Fisher Asset Management 0.19% Add +68.3% 6,924,463 $405.4M
Nepc LLC 12.59% Add +40.5% 6,248,596 $365.9M
Buckingham Strategic Wealth, LLC 3.73% Add +13.4% 6,026,378 $352.8M
Ameriprise Financial Inc. 0.09% Add +79.8% 5,839,362 $341.8M
State Street Corp. 0.02% No change 5,800,000 $339.6M
Mather Group, Llc. 3.50% Reduce -0.6% 3,741,648 $222.0M
Blue Trust, Inc. 3.08% Reduce -6.4% 3,733,568 $218.6M
Midland Wealth Advisors, LLC 13.08% Add +7.1% 3,626,805 $212.3M
Municipal Employees' Retirement System of Michigan 2.56% No change 3,390,733 $198.5M
UBS Group AG 0.07% Reduce -20.0% 3,374,734 $197.6M
Summit Trail Advisors, LLC 4.92% Add +92.0% 3,160,233 $185.0M
Wells Fargo & Company 0.04% Add +6.8% 2,604,905 $152.5M
Heritage Financial Services, LLC 21.53% Add +9.2% 2,471,081 $144.7M
First Interstate Bank 9.33% Add +3.9% 2,300,861 $134.7M
Envestnet Asset Management Inc. 0.05% Add +7.3% 2,282,720 $133.7M
GenTrust, LLC 7.95% Add +13.1% 2,202,871 $129.0M
Charles Schwab Investment Management Inc. 0.03% Reduce -5.3% 2,194,384 $128.5M
HighTower Advisors, LLC 0.20% Add +41.0% 2,142,797 $125.5M
Bank of New York Mellon Corp 0.02% Add +15.6% 2,138,054 $125.2M
Edgehill Endowment Partners, LLC 14.88% Add +18.1% 2,074,380 $121.5M
Morningstar Investment Services LLC 1.33% Reduce -49.0% 2,055,666 $120.5M
Foster Group, Inc. 5.43% Reduce -21.2% 1,868,987 $109.4M
Jordan Park Group LLC 6.55% Reduce -5.5% 1,758,806 $103.0M
Raymond James Financial Services Advisors, Inc. 0.12% Add +31.3% 1,421,436 $83.2M
Bangor Savings Bank 7.86% Add +7.4% 1,311,737 $76.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Add +0.4% 1,250,500 $72.6M
LPL Financial LLC 0.04% Reduce -11.3% 1,220,899 $71.5M
Valeo Financial Advisors, LLC 2.38% Add +7.8% 1,158,082 $66.4M
Moss Adams Wealth Advisors LLC 10.64% Add +12.0% 1,130,848 $66.2M
Texas Treasury Safekeeping Trust Co. 2.11% No change 1,124,530 $65.8M
Relative Value Partners Group, LLC 3.95% Add +0.8% 1,054,586 $62.7M
Valmark Advisers, Inc. 1.01% Add +3.5% 989,193 $57.9M
Flputnam Investment Management Co. 1.19% Add +9.6% 957,319 $56.1M
Cliftonlarsonallen Wealth Advisors, LLC 1.25% New 937,696 $54.9M
Gitterman Wealth Management, LLC 20.40% Reduce -28.6% 898,888 $52.6M
Goldman Sachs Group Inc. 0.01% Add +0.8% 834,385 $48.9M
Wellington Management Group LLP 0.01% New 823,750 $48.2M
Tanglewood Wealth Management, Inc. 5.89% Reduce -1.8% 813,600 $47.6M
Truist Financial Corp. 0.07% Reduce -0.8% 779,309 $45.6M
Cliffwater LLC 12.08% Add +0.7% 769,975 $44.8M
Brandywine Oak Private Wealth LLC 4.45% Add +3.2% 726,731 $42.5M
Libra Wealth LLC 18.20% Add +5.2% 709,186 $41.5M
Cardinal Point Capital Management ULC 7.77% Add +2.4% 697,283 $40.8M
Kingsview Wealth Management, LLC 1.02% Add +8.7% 696,656 $40.8M
Proffitt & Goodson Inc. 7.20% Add +0.5% 692,959 $40.6M
Badgley Phelps Wealth Managers, LLC 1.00% Add +2.4% 680,863 $39.9M
Atria Investments, Inc 0.54% Add +5.1% 667,657 $39.1M
Hanson & Doremus Investment Management 6.69% Add +14.8% 662,719 $38.8M
Lake Street Advisors Group, LLC 1.78% Add +3.4% 651,028 $38.1M
Birchbrook, Inc. 22.31% Add +12.1% 640,780 $37.5M
GLOBALT Investments LLC / GA 1.44% Reduce -2.1% 617,734 $36.2M
PrairieView Partners, LLC 4.14% Add +5.8% 616,821 $36.1M
Opus Capital Group, LLC 4.98% Add +12.2% 582,208 $34.1M
Focus Partners Advisor Solutions, LLC 0.95% Reduce -70.3% 561,588 $32.9M
Traphagen Investment Advisors LLC 3.46% Add +15258.0% 554,118 $32.4M
Executive Wealth Management, LLC 2.75% Add +10.7% 540,967 $31.4M
Corient Private Wealth LP 0.05% Add +681.5% 519,699 $30.4M
Ameritas Advisory Services, LLC 1.25% Add +16.2% 518,239 $30.3M
Cambridge Associates LLC /Ma/ 1.62% Add +2.2% 516,478 $30.2M
RiverFront Investment Group, LLC 0.83% Add +3.9% 500,408 $29.3M
MilWealth Group LLC 9.33% Add +3.2% 500,271 $29.3M
Oakworth Capital, Inc. 2.18% Add +9.9% 493,470 $28.9M
Kestra Advisory Services, LLC 0.19% Add +31.7% 492,462 $28.8M
Portland Global Advisors LLC 3.76% Add +7.2% 470,628 $27.6M
1834 Investment Advisors Co. 3.22% Reduce -2.0% 462,263 $27.1M
Roundview Capital LLC 2.14% Add +7.9% 447,913 $26.2M
Evergreen Advisors, LLC 7.81% Add +8.8% 436,869 $25.6M
Wooster Corthell Wealth Management, Inc. 5.72% Add +5.6% 426,692 $25.0M
Royal Bank of Canada 0.01% Add +1.2% 424,401 $24.9M
Stifel Financial Corp. 0.03% Reduce -0.4% 421,071 $24.7M
Mariner, LLC 0.05% Add +4.0% 413,703 $24.2M
Towneley Capital Management, Inc / DE 5.81% Add +2.0% 403,507 $23.6M
Thrivent Financial for Lutherans 0.05% Add +48.6% 394,584 $23.1M
Pictet North America Advisors SA 2.57% Add +2505.3% 393,405 $23.0M
OneAscent Financial Services LLC 2.46% Reduce -2.4% 380,816 $22.3M
AE Wealth Management LLC 0.25% Reduce -63.1% 380,390 $22.3M
BSW Wealth Partners 3.57% Add +4.3% 360,168 $21.1M
True Wealth Design, LLC 5.22% Add +5.0% 357,570 $20.9M
Nisa Investment Advisors, LLC 0.13% New 347,897 $20.4M
WBH Advisory Inc. 2.07% Add +34.0% 343,280 $20.1M
Waterway Wealth Management, LLC 8.80% Reduce -10.7% 341,925 $20.0M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +5.3% 332,042 $19.4M
Nova R Wealth, Inc. 9.97% Add +8.7% 326,172 $19.1M
Old National Bancorp 0.44% Add +9.0% 316,808 $18.5M
Raymond James & Associates 0.01% Reduce -10.8% 312,185 $18.3M
Northwestern Mutual Wealth Management Co. 0.02% Add +2.4% 306,649 $18.0M
Paragon Capital Management Ltd 3.20% Add +8.5% 305,871 $17.9M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -25.7% 297,910 $17.4M
Investment Management Associates Inc. 5.99% No change 296,031 $17.3M
Baird Financial Group, Inc. 0.04% Reduce -6.4% 287,146 $16.8M
Private Wealth Management Group, LLC 7.46% Add +21.4% 281,403 $16.5M
Cetera Investment Advisers 0.04% Add +123.2% 272,549 $16.0M
Northwest Wealth Management, LLC 4.31% Add +90.2% 268,433 $15.7M
Creative Financial Designs Inc. 1.45% Add +1053.2% 261,146 $15.3M
OneAscent Wealth Management LLC 5.86% Add +7.3% 260,792 $15.3M
Vanguard Group Inc. 0.00% Reduce -0.9% 260,638 $15.3M
Roble, Belko & Company, Inc 2.61% Add +5.6% 260,232 $15.2M
Capital Investment Services of America, Inc. 1.41% Add +41.5% 250,085 $14.6M
Cerity Partners LLC 0.04% Reduce -14.0% 244,071 $14.3M
Pallas Capital Advisors LLC 0.59% Add +10.6% 240,192 $14.1M
Vise Technologies, Inc. 2.76% Add +7.4% 239,785 $14.0M
Commonwealth Equity Services, LLC 0.02% Reduce -6.8% 239,018 $14.0M
Whelan Financial 6.34% Reduce -9.3% 237,049 $13.9M
Evoke Wealth, LLC 0.41% Add +3411.1% 234,014 $13.7M
Rockefeller Capital Management L.P. 0.04% Add +10.0% 232,975 $13.6M
Peirce Capital Management, LLC 7.44% Add +1.6% 231,576 $13.6M
Wade Financial Advisory, Inc 4.86% Add +18.4% 227,453 $13.3M
Cypress Financial Planning LLC 6.06% New 226,077 $13.2M
Abbrea Capital, LLC 1.74% Add +1.2% 225,091 $13.2M
New York Life Investment Management LLC 0.13% Add +210.5% 218,267 $12.8M
NewEdge Wealth, LLC 0.28% Add +141.0% 220,282 $12.6M
Merit Financial Group, LLC 0.30% Add +60.7% 216,475 $12.5M
Osaic Holdings, Inc. 0.03% Reduce -32.6% 208,735 $12.2M
Staley Capital Advisers Inc. 0.57% Add +3.7% 207,350 $12.1M
MML Investors Services, LLC 0.05% Add +3.5% 200,683 $11.8M
Quaker Wealth Management, LLC 4.61% Add +62.5% 193,642 $11.3M
Bank of Montreal 0.00% Add +5.9% 186,792 $11.0M
Alhambra Investment Management LLC 5.95% Reduce -24.6% 185,800 $10.9M
Addison Advisors LLC 3.73% Add +16.3% 185,024 $10.8M
RKL Wealth Management LLC 1.07% Reduce -5.0% 184,485 $10.8M
Farther Finance Advisors, LLC 0.65% Add +60.6% 184,454 $10.7M
Elevate Wealth Advisory, Inc. 9.30% Reduce -5.0% 182,514 $10.7M
Legacy PCG, LLC 6.67% Add +36.9% 181,414 $10.6M
Bremer Bank National Association 1.96% No change 181,149 $10.6M
R. W. Roge & Company, Inc. 6.37% Reduce -12.3% 180,628 $10.6M
Hassell Wealth Management, LLC 6.68% Add +5.4% 183,525 $10.5M
Principal Securities, Inc. 0.33% Add +5.7% 178,541 $10.5M
Empowered Funds, LLC 0.19% Add +7.3% 177,620 $10.4M
North Ridge Wealth Advisors, Inc. 8.01% Add +7.8% 176,276 $10.3M
Anderson Hoagland & Co. 1.15% Add +10.2% 179,290 $10.3M
Ami Investment Management Inc. 3.71% Add +11.2% 174,239 $10.2M
Roth Financial Partners LLC 4.49% Add +10.8% 173,031 $10.1M
Monumental Financial Group Inc. 5.36% Add +2.3% 172,141 $10.1M
Wealth Enhancement Advisory Services, LLC 0.03% Add +45.0% 171,062 $10.0M
25 LLC 4.88% Add +7.1% 170,393 $10.0M
Wealthcare Advisory Partners LLC 0.32% Add +11.6% 167,021 $9.8M
M&T Bank Corp 0.03% Reduce -12.9% 166,704 $9.8M
Salomon & Ludwin, LLC 0.82% Add +288.4% 162,201 $9.5M
Archford Capital Strategies, LLC 1.58% Add +20.6% 161,186 $9.4M
Vernal Point Advisors, LLC 7.89% Add +12.1% 157,637 $9.2M
Family Wealth Partners, LLC 5.23% Add +66.2% 157,490 $9.2M
First Affirmative Financial Network 6.74% Add +1.0% 156,074 $9.1M
Innealta Capital, LLC 3.73% New 150,646 $8.8M
MassMutual Private Wealth & Trust, FSB 0.27% Add +160.5% 148,072 $8.7M
Stratos Wealth Advisors, LLC 0.50% Add +62.2% 145,416 $8.5M
Ameraudi Asset Management, Inc. 3.93% Add +101.1% 144,268 $8.4M
Jones Financial Companies LLLP 0.01% Add +7.8% 143,416 $8.4M
Lowe Brockenbrough & Co. Inc. 0.55% Add +8.2% 139,727 $8.2M
Stonehearth Capital Management, LLC 3.67% Add +1.4% 138,404 $8.1M
Partners Capital Investment Group, LLP 0.24% Reduce -65.3% 138,114 $8.1M
Seaside Wealth Management, Inc. 3.39% Add +2.2% 135,585 $7.9M
Emprise Bank 5.29% — 134,223 $7.9M
Hara Capital LLC 4.64% Add +0.0% 132,120 $7.7M
Hamilton Capital Partners Inc. 0.93% Add +41.9% 131,213 $7.7M
Jackson Thornton Wealth Management, LLC 1.29% Add +0.2% 129,923 $7.6M
Cambria Investment Management, L.P. 0.45% Reduce -26.6% 129,455 $7.6M
Stableford Capital II LLC 3.02% Add +54.7% 128,610 $7.5M
Boston Financial Mangement LLC 0.24% Add +10.1% 128,504 $7.5M
Arista Wealth Management, LLC 5.74% Reduce -56.3% 128,319 $7.5M
Tillman Hartley LLC 2.49% Add +24.1% 123,546 $7.2M
Wells Financial Advisors INC 4.90% Add +2.2% 122,863 $7.2M
Dynamic Wealth Strategies, LLC 6.03% Add +3.1% 120,482 $7.1M
Brickley Wealth Management 1.60% Add +8.2% 119,263 $7.0M
StrongBox Wealth, LLC 3.64% Reduce -10.3% 118,054 $6.9M
PNC Financial Services Group, Inc. 0.00% Add +20.6% 117,571 $6.9M
Foster & Motley Inc. 0.47% Reduce -5.4% 116,842 $6.8M
Souders Financial Advisors 1.06% Add +76.6% 115,002 $6.7M
Mosaic Advisors LLC 5.32% Add +5.2% 111,310 $6.5M
Rogco, LP 2.65% Add +6.9% 110,712 $6.5M
Compound Planning, Inc. 0.59% Add +3153.0% 110,082 $6.4M
Baldwin Wealth Partners LLC 0.48% Add +15.5% 109,805 $6.4M
Baker Boyer National Bank 2.19% Add +4.2% 108,857 $6.4M
Agilis Partners LLC 1.62% No change 108,090 $6.3M
Cravens & Co Advisors, LLC 5.25% Add +2.2% 108,004 $6.3M
Peoples Bank 3.49% Add +8.1% 107,120 $6.3M
Alps Advisors Inc. 0.04% No change 104,457 $6.1M
United Capital Financial Advisors, LLC 0.05% Reduce -9.2% 103,826 $6.1M
EverSource Wealth Advisors, LLC 0.47% Add +16.1% 104,839 $6.0M
Theory Financial LLC 3.04% Reduce -5.9% 101,963 $6.0M
Kingdom Financial Group LLC. 4.13% Add +53.2% 100,281 $5.9M
Aerodigm Wealth, LLC 2.35% Reduce -27.9% 99,224 $5.8M
Checchi Capital Advisers, LLC 0.43% Add +2.3% 94,156 $5.5M
Fermata Advisors, LLC 1.24% Reduce -56.0% 94,063 $5.5M
Marietta Wealth Management, LLC 0.91% Add +25.4% 93,909 $5.5M
Ackerman Capital Advisors, LLC 1.51% Reduce -1.7% 93,196 $5.5M
Blume Capital Management, Inc. 1.33% Reduce -4.7% 92,950 $5.4M
Connecticut Wealth Management, LLC 0.28% Reduce -6.9% 90,690 $5.3M
Websterrogers Financial Advisors, LLC 1.89% New 90,568 $5.3M
Altiora Financial Group, LLC 1.42% Reduce -29.4% 89,133 $5.2M
Synovus Financial Corp. 0.07% Add +11.4% 87,989 $5.2M
American Trust 0.43% Reduce -82.2% 87,676 $5.1M
OneDigital Investment Advisors LLC 0.08% Add +15.3% 87,620 $5.1M
Mayport, LLC 1.95% Add +31.7% 87,372 $5.1M
Allspring Global Investments Holdings, LLC 0.01% No change 87,100 $5.1M
Simplicity Wealth,LLC 0.12% Add +4.8% 87,095 $5.1M
Regions Financial Corp. 0.04% Reduce -0.0% 87,011 $5.1M
Allworth Financial LP 0.04% Reduce -16.3% 86,416 $5.1M
Atlas Capital Advisors Inc. 0.79% New 86,411 $5.1M
Integrated Advisors Network LLC 0.26% Add +53.3% 86,275 $5.1M
Cantor Fitzgerald Investment Advisors L.P. 0.37% Reduce -0.9% 86,029 $5.0M
Comerica Bank 0.02% Reduce -24.1% 85,083 $5.0M
Kraft Asset Management, LLC 4.01% Reduce -4.4% 85,082 $5.0M
Sharp Wealth Advisory, LLC 4.56% Add +22.5% 83,671 $4.9M
Atria Wealth Solutions, Inc. 0.06% Add +22.5% 83,362 $4.9M
REDW Wealth LLC 1.30% Reduce -5.5% 82,224 $4.8M
Resonant Capital Advisors, LLC 0.41% Reduce -0.3% 81,307 $4.8M
Marion Wealth Management 1.38% Add +2.1% 79,223 $4.6M
Eudaimonia Partners, LLC 1.09% Add +538.9% 78,549 $4.6M
Walkner Condon Financial Advisors LLC 0.95% Reduce -10.7% 76,881 $4.5M
Citigroup Inc. 0.00% Add +14.6% 76,755 $4.5M
SMART Wealth LLC 1.98% Reduce -38.8% 75,006 $4.4M
Dorsey & Whitney Trust CO LLC 0.30% Add +440.2% 74,718 $4.4M
RFG Advisory, LLC 0.15% Add +251.0% 73,257 $4.3M
Signet Financial Management, LLC 0.58% Reduce -0.8% 72,223 $4.2M
True Link Financial Advisors, LLC 0.40% New 71,443 $4.2M
Auour Investments LLC 1.49% Add +1.1% 68,817 $4.0M
Benjamin F. Edwards & Company, Inc. 0.07% Add +1.9% 68,288 $4.0M
IRON Financial LLC 2.22% Add +0.0% 68,078 $4.0M
Franklin Resources Inc. 0.00% Add +2.3% 67,774 $4.0M
Squire Investment Management Company, LLC 2.48% Add +72.0% 67,127 $3.9M
Fluent Financial, LLC 2.17% Add +4.7% 66,909 $3.9M
PYA Waltman Capital, LLC 1.44% Add +9.9% 66,376 $3.9M
Hancock Whitney Corp. 0.13% Reduce -0.0% 65,095 $3.8M
Janney Montgomery Scott LLC 0.01% Add +6.8% 64,511 $3.8M
MainStreet Investment Advisors LLC 0.45% Reduce -1.6% 63,686 $3.7M
James Investment Research, Inc. 0.44% Add +1.2% 63,014 $3.7M
FirstPurpose Wealth LLC 1.32% Add +15.6% 63,231 $3.6M
OMNI 360 Wealth, Inc. 2.97% Add +21.7% 61,394 $3.6M
Morningstar Investment Management LLC 0.39% Add +127.0% 61,071 $3.6M
DDFG, Inc 1.13% Add +7.0% 60,931 $3.6M
Bull Street Advisors, LLC 1.71% Reduce -2.3% 60,850 $3.6M
Kestra Private Wealth Services, LLC 0.08% Add +158.8% 60,645 $3.6M
Silverleafe Capital Partners, LLC 1.45% Reduce -0.4% 60,455 $3.5M
LifePlan Financial, LLC 3.24% Add +11.5% 60,343 $3.5M
LFA - Lugano Financial Advisors SA 2.56% Add +2.5% 60,046 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Add +3.8% 59,953 $3.5M
Nicolet Advisory Services, LLC 0.36% Reduce -7.0% 60,326 $3.5M
Foster Victor Wealth Advisors, LLC 0.31% Add +2.5% 59,931 $3.4M
Nilsine Partners, LLC 0.46% Reduce -13.8% 57,627 $3.4M
RB Capital Management, LLC 0.95% Add +10.5% 57,578 $3.4M
Prime Capital Investment Advisors, LLC 0.05% Add +191.2% 55,345 $3.2M
Keel Point, LLC 0.33% Add +17.3% 54,864 $3.2M
Pathway Financial Advisors LLC 0.87% Add +9.4% 54,791 $3.2M
Captrust Financial Advisors 0.01% Add +106.0% 54,430 $3.2M
Blair William & Co. 0.01% Add +19.7% 54,296 $3.2M
Concord Wealth Partners 0.55% Reduce -28.4% 52,581 $3.1M
Sfm, LLC 2.34% Reduce -5.7% 52,310 $3.1M
Walker Financial Services, Inc. 2.45% New 50,850 $3.0M
Financial Engines Advisors L.L.C. 0.01% Reduce -72.4% 49,026 $2.9M
Brown Advisory Inc. 0.00% Reduce -0.4% 48,654 $2.8M
Hennion & Walsh Asset Management, Inc. 0.15% Add +9.9% 48,570 $2.8M
CFS Investment Advisory Services, LLC 0.47% Reduce -1.7% 48,203 $2.8M
Summit Wealth & Retirement Planning, Inc. 0.99% Reduce -3.5% 47,496 $2.8M
Transcendent Capital Group LLC 1.61% Reduce -10.3% 47,467 $2.8M
Arkadios Wealth Advisors 0.21% Add +496.9% 46,513 $2.7M
Montecito Bank & Trust 0.54% Add +935.6% 46,445 $2.7M
Avantax Advisory Services, Inc. 0.02% Add +466.5% 46,270 $2.7M
UMB Bank, n.a. 0.04% Reduce -0.5% 45,539 $2.7M
Buska Wealth Management, LLC 1.16% — 45,235 $2.6M
Wedmont Private Capital 0.19% Reduce -8.0% 45,199 $2.6M
Cherry Tree Wealth Management, LLC 0.65% Reduce -2.0% 43,983 $2.6M
Foundations Investment Advisors, LLC 0.07% Add +24.2% 43,551 $2.5M
Custom Portfolio Group LLC 2.07% New 47,086 $2.5M
TD Private Client Wealth LLC 0.08% Add +18.5% 42,568 $2.5M
Human Investing LLC 0.49% Add +16.3% 41,758 $2.4M
Bragg Financial Advisors, Inc 0.11% Reduce -7.1% 41,411 $2.4M
Financial Advisory Partners, LLC 0.93% Add +3.5% 40,950 $2.4M
Harbour Investments, Inc. 0.08% Add +2.8% 40,859 $2.4M
CW Advisors, LLC 0.04% Reduce -0.8% 39,755 $2.3M
PFG Investments, LLC 0.14% Add +1006.0% 39,674 $2.3M
Pinnacle Associates Ltd. 0.04% Reduce -6.6% 38,927 $2.3M
Pinnacle Wealth Management Advisory Group, LLC 0.24% Reduce -9.3% 37,630 $2.2M
AlTi Global, Inc. 0.06% Add +90.4% 37,530 $2.2M
Sandy Spring Bank 0.10% Add +71923.1% 37,452 $2.2M
Hexagon Capital Partners LLC 0.46% Add +42.4% 35,366 $2.1M
Consolidated Portfolio Review Corp 0.54% Reduce -8.5% 34,974 $2.0M
Whitcomb & Hess, Inc. 0.64% Add +2.1% 33,788 $2.0M
IFG Advisory, LLC 0.15% Add +11.7% 33,683 $2.0M
Steward Partners Investment Advisory, LLC 0.02% Add +5.7% 33,454 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -15.4% 33,396 $2.0M
Orion Portfolio Solutions, LLC 0.02% Reduce -15.4% 33,396 $2.0M
Graypoint LLC 0.14% Add +7.6% 32,564 $1.9M
Harvest Portfolios Group Inc. 0.07% New 32,443 $1.9M
Earned Wealth Advisors, LLC 0.72% Add +23.4% 32,121 $1.9M
Beacon Pointe Advisors, LLC 0.02% Reduce -0.8% 31,898 $1.9M
Palumbo Wealth Management LLC 0.83% Reduce -0.6% 31,763 $1.9M
Wealthcare Capital Management LLC 0.21% Add +72.9% 31,642 $1.9M
Kovack Advisors, Inc. 0.22% Reduce -2.5% 31,626 $1.9M
Mutual Advisors, LLC 0.06% Reduce -3.0% 31,400 $1.8M
Private Advisor Group, LLC 0.01% Reduce -20.2% 31,363 $1.8M
Cornerstone Wealth Advisors, Inc. 0.55% Add +3.2% 30,627 $1.8M
Shufro Rose & Co. LLC 0.15% Add +33.9% 30,611 $1.8M
Fagan Associates, Inc. 0.33% Add +2.1% 30,522 $1.8M
Burkett Financial Services, LLC 0.90% Add +84.5% 29,864 $1.7M
FFT Wealth Management LLC 0.15% Reduce -17.1% 29,732 $1.7M
Trust Co 0.23% No change 29,704 $1.7M
Wealthfront Advisers LLC 0.01% Add +17.7% 29,550 $1.7M
Quadcap Wealth Management, LLC 0.39% Add +101.7% 29,416 $1.7M
Whittier Trust Co. 0.02% Reduce -38.6% 29,145 $1.7M
Sand Hill Global Advisors, LLC 0.08% Reduce -60.5% 29,132 $1.7M
Orcam Financial Group 1.87% Add +35.0% 29,121 $1.7M
Pasadena Private Wealth, LLC 0.39% Add +9.1% 28,618 $1.7M
Middleton & Co. Inc. 0.19% Add +93.7% 28,570 $1.7M
Janus Henderson Group PLC 0.00% Reduce -13.1% 28,405 $1.7M
Park Avenue Securities LLC 0.02% Add +112.4% 28,153 $1.6M
Dynamic Advisor Solutions LLC 0.05% Add +1.2% 27,091 $1.6M
Jacobson & Schmitt Advisors, LLC 0.38% Add +0.0% 27,090 $1.6M
Abacus Wealth Partners, LLC 0.26% New 26,425 $1.5M
Ethic Inc. 0.04% New 26,342 $1.5M
Northern Trust Corp. 0.00% Add +31.3% 26,288 $1.5M
Banque Pictet & Cie SA 0.02% New 26,200 $1.5M
Ballentine Partners, LLC 0.03% Add +97.9% 26,160 $1.5M
Diversify Advisory Services, LLC 0.09% — 26,345 $1.5M
New Millennium Group LLC 1.12% Add +25.2% 25,412 $1.5M
Concord Asset Management, LLC 0.39% Reduce -30.4% 25,070 $1.5M
Omega Advisors (Leon Cooperman) 0.06% Add +337.2% 25,029 $1.5M
Apella Capital, LLC 0.07% Add +54.0% 25,045 $1.5M
Steward Partners Investment Solutions, LLC 0.24% New 24,777 $1.5M
Raymond James Trust N.A. 0.03% Add +8.0% 24,222 $1.4M
Syon Capital LLC 0.13% No change 24,102 $1.4M
Ashton Thomas Private Wealth, LLC 0.08% Reduce -2.8% 23,789 $1.4M
AQR Capital Management 0.00% New 23,450 $1.4M
WESCAP Management Group, Inc. 0.40% New 23,424 $1.4M
Coombe, Bender & Co LLC 0.81% Add +0.6% 22,732 $1.3M
Equitable Holdings, Inc. 0.01% Reduce -94.7% 22,616 $1.3M
Birchcreek Wealth Management, LLC 0.69% Reduce -0.2% 22,394 $1.3M
Nottingham Advisors, Inc. 0.16% Reduce -92.9% 21,703 $1.3M
Proquility Private Wealth Partners, LLC 0.43% Add +39.6% 21,660 $1.3M
Verity Asset Management, Inc. 0.70% Add +3.0% 21,582 $1.3M
Belpointe Asset Management LLC 0.09% New 21,570 $1.3M
Global Wealth Management Investment Advisory, Inc. 0.31% Reduce -3.2% 21,442 $1.3M
Evanson Asset Management, LLC 0.09% Add +0.5% 21,301 $1.2M
Heritage Wealth Management, Inc./Texas 0.80% Add +27.2% 21,110 $1.2M
Great Valley Advisor Group, Inc. 0.04% Add +9.8% 20,581 $1.2M
CreativeOne Wealth, LLC 0.05% Reduce -14.2% 20,568 $1.2M
Essex Bank 0.35% No change 20,146 $1.2M
Dakota Wealth Management 0.03% Reduce -6.3% 20,350 $1.2M
Mercer Global Advisors Inc. 0.00% Add +38.0% 20,171 $1.2M
Americana Partners, LLC 0.10% New 20,071 $1.2M
Arax Advisory Partners 0.12% Add +4.6% 19,752 $1.2M
US Bancorp \de 0.00% Add +39.1% 19,545 $1.1M
LCNB Corp. 0.41% Add +6.1% 19,160 $1.1M
Parkside Advisors LLC 0.28% Add +0.2% 18,815 $1.1M
O'shaughnessy Asset Management, LLC 0.01% New 18,580 $1.1M
Cobblestone Capital Advisors LLC 0.07% Reduce -45.1% 18,449 $1.1M
Mechanics Financial Corp 0.56% Add +18.6% 18,352 $1.1M
FWG Investments, LLC. 1.15% Reduce -0.1% 18,116 $1.1M
Topel & Distasi Wealth Management, LLC 0.47% Add +10.6% 18,064 $1.1M
Petix & Botte Co 0.26% New 18,064 $1.1M
Forza Wealth Management, LLC 0.55% No change 17,933 $1.0M
Baron Silver Stevens Financial Advisors, LLC 0.20% Add +49.4% 17,570 $1.0M
Tortoise Investment Management, LLC 0.12% Reduce -8.0% 17,415 $1.0M
Rothschild Wealth LLC 0.36% — 17,233 $1.0M
Townsquare Capital LLC 0.01% Reduce -83.6% 17,055 $999K
Merriman Wealth Management, LLC 0.04% Add +13.2% 16,931 $991K
Dopkins Wealth Management, LLC 0.59% New 16,857 $987K
Robertson Stephens Wealth Management, LLC 0.05% Reduce -61.7% 16,725 $979K
Avaii Wealth Management, LLC 0.56% Add +6.4% 16,434 $962K
Cwm, LLC 0.00% Add +26.2% 16,413 $961K
Pinnacle Bancorp, Inc. 0.28% Add +16.7% 16,162 $946K
Braun-Bostich & Associates Inc. 0.79% Add +16.1% 16,095 $942K
Pinnacle Financial Partners Inc 0.02% Add +2.0% 15,999 $937K
Cardiff Park Advisors, LLC 0.09% Add +0.2% 15,919 $932K
Fiduciary Trust Co 0.01% Add +26.4% 15,852 $928K
FSC Wealth Advisors, LLC 0.65% Add +100.7% 15,839 $927K
Hill Investment Group Partners, LLC 0.13% Reduce -1.2% 15,724 $921K
SWS Partners 0.27% Add +8.0% 15,605 $914K
Laraway Financial Advisors Inc 0.79% Add +0.0% 15,375 $900K
Qube Research & Technologies Ltd 0.00% No change 15,367 $900K
Integrity Wealth Solutions LLC 0.57% Reduce -50.1% 15,010 $879K
Iron Gate Global Advisors LLC 0.16% Add +103.2% 14,752 $856K
Koshinski Asset Management, Inc. 0.09% Reduce -39.9% 14,464 $847K
IFP Advisors, Inc 0.04% Add +396.3% 14,458 $847K
Clear Creek Financial Management, LLC 0.11% Add +6.7% 14,342 $840K
Acropolis Investment Management, LLC 0.05% No change 14,235 $833K
Houlihan Financial Resource Group, Ltd. 0.37% Reduce -1.4% 14,008 $820K
Betterment LLC 0.00% Add +24.1% 13,693 $802K
Ethos Financial Group, LLC 0.15% Reduce -12.9% 13,447 $787K
Icon Wealth Advisors, LLC 0.07% Add +569.7% 13,059 $765K
Ramiah Investment Group 0.72% Add +7.0% 13,030 $763K
Hunter Associates Investment Management LLC 0.13% Add +7.8% 12,851 $754K
Ignite Planners, LLC 0.21% Add +51.8% 12,737 $739K
Claris Advisors, LLC / Mo / 0.37% Add +76.0% 12,612 $738K
Glass Jacobson Investment Advisors llc 0.27% Add +30.3% 12,456 $729K
ETF Store, Inc. 0.42% Add +17.6% 12,450 $729K
Aries Wealth Management 0.23% Add +85.9% 12,358 $724K
Concurrent Investment Advisors, LLC 0.03% Reduce -60.5% 12,135 $710K
Silver Oak Advisory Group, Inc. 0.40% Add +229.0% 12,097 $709K
Olde Wealth Management, LLC 0.33% Reduce -0.5% 12,236 $705K
Shayne & Jacobs, LLC 0.19% Add +113.2% 12,025 $704K
SkyOak Wealth, LLC 0.17% Reduce -1.8% 11,880 $696K
Lauterbach Financial Advisors, LLC 0.45% Add +12.5% 11,732 $687K
Chandler Asset Management, Inc. 0.14% Add +10.1% 11,620 $680K
W.H. Cornerstone Investments Inc. 0.49% Add +0.1% 11,613 $680K
Evergreen Capital Management LLC 0.03% Add +1.5% 11,366 $665K
ZWJ Investment Counsel Inc. 0.03% Add +1.2% 11,361 $665K
Boston Family Office LLC 0.05% Reduce -6.2% 11,358 $665K
NewEdge Advisors, LLC 0.01% Add +14.7% 11,257 $659K
Operose Advisors LLC 0.22% New 11,197 $656K
One Day In July LLC 0.09% Reduce -18.1% 11,185 $655K
Gilbert & Cook, Inc. 0.09% Reduce -10.4% 10,907 $639K
Clarity Capital Advisors, LLC 0.50% New 10,800 $632K
McAdam, LLC 0.04% Add +1.4% 10,794 $632K
Nwam LLC 0.05% Reduce -10.3% 10,884 $629K
Zhang Financial LLC 0.05% No change 10,709 $627K
First Financial Bankshares Inc 0.01% Reduce -81.0% 10,548 $618K
Stratos Wealth Partners, LTD. 0.01% Add +2.0% 10,376 $608K
Chicago Partners Investment Group LLC 0.03% Reduce -5.4% 10,518 $604K
Cedar Brook Financial Partners, LLC 0.12% Add +0.5% 9,948 $582K
Beverly Hills Private Wealth, LLC 0.13% New 9,847 $577K
Assetmark, Inc. 0.00% Add +21.2% 9,839 $576K
Focus Financial Network, Inc. 0.03% — 9,847 $564K
Power Wealth Management LLC 0.35% Reduce -0.6% 9,618 $563K
Concourse Financial Group Securities, Inc. 0.04% Reduce -33.6% 9,352 $548K
Armstrong Advisory Group, Inc. 0.05% No change 9,179 $544K
Johnson Bixby & Associates, LLC 0.09% Add +0.7% 9,232 $541K
Leavell Investment Management, Inc. 0.03% New 9,160 $536K
Trilogy Capital Inc. 0.03% Reduce -23.6% 9,111 $533K
Winch Advisory Services, LLC 0.16% Add +49.4% 9,081 $532K
Evolution Wealth Advisors, LLC 0.10% Add +8.3% 8,939 $523K
Prospera Financial Services Inc 0.02% Add +7.0% 8,923 $523K
REAP Financial Group, LLC 0.14% Reduce -4.4% 8,871 $519K
Sax Wealth Advisors, LLC 0.06% New 8,798 $515K
Rice Partnership, LLC 0.12% New 8,776 $514K
Crestwood Advisors Group, LLC 0.01% Add +0.5% 8,761 $513K
Kingswood Wealth Advisors, LLC 0.06% Reduce -0.4% 8,488 $497K
Flagstone Financial Management 0.19% No change 8,379 $491K
Prudential Financial Inc. 0.00% Add +30.4% 8,363 $490K
CoreCap Advisors, LLC 0.03% Add +34.8% 8,315 $487K
Stephens Group Asset Management, LLC 0.04% Add +11.5% 8,305 $486K
Coldstream Capital Management Inc. 0.01% New 8,300 $486K
InTrack Investment Management Inc 0.36% No change 8,225 $482K
Patten Group, Inc. 0.12% No change 8,207 $481K
Leo Wealth, LLC 0.05% Add +0.5% 8,174 $479K
Carmichael Hill & Associates, Inc. 0.19% Reduce -1.0% 8,046 $471K
United Community Bank 0.18% Add +35.6% 8,001 $468K
Independent Advisor Alliance 0.02% New 7,973 $467K
Signal Advisors Wealth, LLC 0.11% New 7,842 $459K
Strategic Financial Services, Inc. 0.03% Add +0.6% 7,773 $455K
Moors & Cabot, Inc. 0.02% New 7,524 $441K
McLean Asset Management Corp 0.15% Add +80.1% 7,599 $441K
Brookstone Capital Management 0.01% Add +63.5% 7,517 $440K
Summit Global Investments 0.03% Add +0.9% 7,255 $425K
Blossom Wealth Management 1.02% Add +0.1% 7,254 $424K
One Wealth Map LLC 0.27% Reduce -1.4% 7,182 $412K
National Bank of Canada 0.00% Reduce -6.9% 7,070 $408K
HC Advisors, LLC 0.19% No change 6,900 $404K
Bartlett & Co. Wealth Management LLC 0.01% Add +129.7% 6,891 $403K
Composition Wealth, LLC 0.01% Reduce -0.6% 6,613 $387K
American Financial Advisors, LLC 0.05% New 6,609 $387K
Exencial Wealth Advisors, LLC 0.01% Add +1.6% 6,535 $383K
World Investment Advisors 0.05% Add +2.0% 6,493 $380K
Peterson Financial Group, Inc. 2.47% Reduce -8.4% 6,475 $379K
Mesirow Financial Investment Management, Inc. 0.01% New 6,434 $377K
LJI Wealth Management, LLC 0.10% Reduce -53.0% 6,358 $372K
IVC Wealth Advisors LLC 0.21% Add +0.1% 6,310 $369K
Clear Point Advisors Inc. 0.30% Add +2.1% 6,272 $367K
SageView Advisory Group, LLC 0.02% New 6,134 $360K
Smartleaf Asset Management LLC 0.07% Add +31.5% 6,075 $356K
Savvy Advisors, Inc. 0.20% Reduce -3.0% 5,981 $350K
Citadel Advisors 0.00% New 5,961 $349K
Stevens Capital Partners 0.21% New 5,959 $349K
D.A. Davidson & Co. 0.00% Add +27.8% 5,933 $347K
Rockbridge Investment Management, LCC 0.05% Add +10.3% 5,861 $343K
Charles Schwab Investment Advisory, Inc. 0.00% New 5,850 $343K
Signaturefd, LLC 0.01% Add +1.3% 5,810 $340K
Strait & Sound Wealth Management LLC 0.19% No change 5,902 $339K
GeoWealth Management, LLC 0.01% Reduce -19.6% 5,778 $338K
Compass Ion Advisors, LLC 0.05% No change 5,772 $338K
Focus Partners Wealth 0.00% Add +5.9% 5,543 $325K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -20.3% 5,491 $322K
Bryn Mawr Trust Advisors, LLC 0.02% Add +60.7% 5,464 $320K
Arlington Financial Advisors, LLC 0.07% New 5,428 $318K
FC Advisory LLC 0.12% Reduce -3.4% 5,371 $314K
Watershed Private Wealth LLC 0.14% Reduce -89.0% 5,360 $314K
J. W. Coons Advisors, LLC 0.05% No change 5,175 $303K
Stonebridge Financial Planning Group, LLC 0.16% New 5,130 $300K
Sachem Hill LLC 0.07% Add +5.3% 5,061 $296K
McKinley Carter Wealth Services, Inc. 0.02% Add +7.3% 4,926 $288K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -1.2% 4,903 $287K
Guidance Point Advisors, LLC 0.10% Add +2.6% 4,836 $283K
Sharkey, Howes & Javer 0.05% Add +9.4% 4,800 $281K
Financial Council, LLC 0.16% Add +0.2% 4,732 $277K
Continuum Advisory, LLC 0.04% Reduce -57.5% 4,793 $277K
Capital Planning Advisors, LLC 0.05% No change 4,710 $276K
Davidson Capital Management Inc. 0.09% Add +8.0% 4,698 $275K
Choreo, LLC 0.01% Reduce -3.3% 4,689 $275K
River Street Advisors LLC 0.18% New 4,642 $272K
Opinicus Capital, Inc. 0.24% Add +2.4% 4,637 $271K
Moody National Bank Trust Division 0.02% No change 4,616 $270K
DAVENPORT & Co LLC 0.00% Add +32.3% 4,590 $269K
PFG Advisors 0.02% Reduce -0.0% 4,572 $268K
Covestor Ltd 0.17% No change 4,542 $266K
Ullmann Wealth Partners Group, LLC 0.04% Reduce -12.9% 4,534 $265K
Schulz Wealth, LTD. 0.23% New 4,526 $265K
Gray Wealth Management Inc. 0.12% Reduce -15.8% 4,512 $264K
Strategic Blueprint, LLC 0.02% Reduce -5.0% 4,496 $263K
Clearstead Advisors, LLC 0.01% No change 4,554 $263K
Gryphon Financial Partners LLC 0.04% New 4,420 $259K
BIP Wealth, LLC 0.02% New 4,399 $258K
Equita Financial Network, Inc. 0.12% New 4,388 $257K
Mission Creek Capital Partners, Inc. 0.07% Reduce -56.4% 4,377 $256K
Beaird Harris Wealth Management, LLC 0.02% Reduce -5.0% 4,333 $254K
Latitude Advisors, LLC 0.16% Add +0.1% 4,316 $253K
Source Financial Advisors LLC 0.08% Reduce -38.9% 4,294 $251K
Main Street Financial Solutions, LLC 0.03% New 4,274 $250K
Drive Wealth Management, LLC 0.07% Reduce -3.1% 4,271 $250K
Anson Capital, Inc. 0.36% Reduce -5.4% 4,257 $249K
ARK & TLK Investments, LLC 0.10% No change 4,206 $246K
Falcon Wealth Planning 0.04% Add +0.4% 4,168 $244K
Cresset Asset Management, LLC 0.00% New 4,103 $240K
Jane Street Group, LLC 0.00% New 4,086 $239K
Aptus Capital Advisors, LLC 0.01% Add +9834.1% 4,073 $238K
FinTrust Capital Advisors, LLC 0.05% No change 4,065 $238K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -0.6% 4,060 $238K
Montag A & Associates Inc. 0.01% Add +67.4% 4,057 $238K
Core Wealth Partners LLC 0.18% Reduce -6.3% 4,031 $236K
Greenspring Advisors, LLC 0.06% No change 3,971 $233K
First Manhattan Co. Llc. 0.00% Add +12.2% 3,957 $232K
Focused Wealth Management, Inc 0.04% Reduce -9.3% 3,917 $229K
Lincoln National Corp. 0.00% Reduce -46.2% 3,884 $227K
First American Trust, FSB 0.02% Reduce -57.7% 3,871 $227K
Retirement Group, LLC 0.08% Add +10.6% 3,868 $226K
Columbus Macro, LLC 0.08% Add +1.7% 3,785 $222K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -4.2% 3,867 $221K
Gladstone Institutional Advisory LLC 0.01% Reduce -4.0% 3,749 $220K
Caitlin John, LLC 0.16% Reduce -8.0% 3,693 $216K
Willis Johnson & Associates, Inc. 0.02% Reduce -12.7% 3,689 $216K
Flagship Harbor Advisors, LLC 0.01% Reduce -37.3% 3,687 $216K
Calamos Wealth Management LLC 0.01% No change 3,679 $215K
Wedbush Securities Inc. 0.01% New 3,653 $214K
Woodmont Investment Counsel LLC 0.02% New 3,624 $212K
Thoroughbred Financial Services, LLC 0.02% New 3,619 $211K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -2.2% 3,563 $209K
Bison Wealth, LLC 0.03% Reduce -66.8% 3,547 $208K
Legacy Private Trust Co. 0.02% Reduce -28.8% 3,525 $206K
Regal Investment Advisors LLC 0.01% Add +2.7% 3,511 $206K
TrueWealth Advisors, LLC 0.08% Reduce -0.3% 3,430 $201K
Brighton Jones LLC 0.01% New 3,424 $200K
Ameritas Investment Partners, Inc. 0.01% No change 3,380 $198K
Cullen/Frost Bankers, Inc. 0.00% Reduce -14.1% 3,010 $176K
Private Trust Co. NA 0.02% Add +16.1% 2,969 $174K
Global Retirement Partners, LLC 0.01% Add +5.6% 2,939 $172K
Parallel Advisors, LLC 0.00% No change 2,865 $168K
Rothschild Investment LLC 0.01% New 2,700 $158K
EP Wealth Advisors, LLC 0.00% Reduce -49.4% 2,605 $153K
Bokf, NA 0.00% No change 2,569 $149K
RFP Financial Group LLC 0.06% No change 2,489 $146K
Angeles Wealth Management, LLC 0.01% Add +9.5% 2,307 $135K
First PREMIER Bank 0.04% Reduce -72.5% 2,276 $133K
Kathleen S. Wright Associates Inc. 0.06% No change 2,180 $128K
Lanark Financial, Inc. 0.01% Add +23.1% 2,028 $118K
CIBC Private Wealth Group LLC 0.00% New 2,009 $117K
Cambridge Trust Co. 0.00% No change 1,930 $113K
Financial Management Professionals, Inc. 0.02% New 1,916 $112K
Sage Mountain Advisors LLC 0.01% No change 1,803 $106K
Avion Wealth 0.02% No change 1,501 $88K
Oliver Lagore Vanvalin Investment Group 0.03% Reduce -39.2% 1,501 $88K
Howe & Rusling Inc. 0.01% New 1,491 $87K
Capital Analysts, LLC 0.00% Add +0.2% 1,455 $85K
Sound Income Strategies, LLC 0.01% Reduce -7.5% 1,417 $83K
First Pacific Financial 0.02% Add +0.1% 1,417 $83K
Bogart Wealth, LLC 0.00% Add +45.2% 1,414 $83K
Glen Eagle Advisors, LLC 0.02% No change 1,406 $82K
Capital Investment Advisory Services, LLC 0.01% Reduce -30.8% 1,378 $81K
Central Bank & Trust Co. 0.01% No change 1,370 $80K
Rain Capital Management, LLC 0.05% Add +0.5% 1,354 $79K
AdvisorNet Financial, Inc 0.01% Reduce -95.8% 1,342 $79K
Empirical Asset Management, LLC 0.04% New 63,103 $73K
Foster Dykema Cabot & Partners, LLC 0.01% New 1,239 $73K
Institutional & Family Asset Management, LLC 0.01% No change 1,196 $70K
Federation des caisses Desjardins du Quebec 0.00% Reduce -5.2% 1,189 $70K
Union Savings Bank 0.03% Reduce -2.4% 1,070 $63K
CVA Family Office, LLC 0.01% No change 1,050 $61K
Breakwater Investment Management 0.03% — 1,020 $60K
SouthState Bank Corp 0.00% No change 1,019 $60K
Trust Co. of Vermont 0.00% New 1,016 $59K
Bessemer Group Inc. 0.00% Add +0.8% 989 $58K
WR Wealth Planners, LLC 0.02% Reduce -97.6% 980 $57K
Pineridge Advisors LLC 0.02% Reduce -17.0% 975 $57K
Webster Bank, N. A. 0.01% No change 962 $56K
Versant Capital Management, Inc 0.01% New 866 $51K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +0.1% 845 $49K
Vermillion & White Wealth Management Group, LLC 0.04% New 795 $47K
Albion Financial Group 0.00% No change 750 $44K
Iron Horse Wealth Management, LLC 0.02% Add +27.2% 701 $41K
Cape Investment Advisory, Inc. 0.02% Add +17.7% 666 $39K
Sachetta, LLC 0.02% No change 611 $36K
AllSquare Wealth Management LLC 0.02% No change 607 $36K
Sunbelt Securities, Inc. 0.00% No change 585 $34K
Johnson Financial Group, Inc. 0.00% Reduce -80.7% 531 $31K
Colonial Trust Co / SC 0.01% No change 503 $29K
Belmont Capital, LLC 0.01% Add +53.7% 481 $28K
New Republic Capital, LLC 0.02% Reduce -84.5% 453 $27K
Spire Wealth Management 0.00% Reduce -15.9% 449 $26K
Motco 0.00% New 436 $26K
Anchor Investment Management, LLC 0.00% No change 429 $25K
Castleview Partners, LLC 0.01% No change 407 $24K
Cornerstone Planning Group LLC 0.01% Reduce -63.0% 372 $21K
Archer Investment Corp 0.01% Reduce -54.9% 342 $20K
Fairman Group, LLC 0.02% New 338 $20K
Palisade Asset Management, LLC 0.00% New 334 $20K
Center for Financial Planning, Inc. 0.00% New 331 $19K
Balentine LLC 0.00% New 327 $19K
Global Trust Asset Management, LLC 0.01% Reduce -0.3% 313 $18K
Community Bank, N.A. 0.00% Reduce -78.2% 290 $17K
Fifth Third Bancorp 0.00% Reduce -88.3% 283 $17K
Global Assets Advisory, LLC 0.01% New 274 $16K
Atlantic Edge Private Wealth Management, LLC 0.01% Add +34.2% 271 $16K
WASHINGTON TRUST Co 0.00% New 262 $15K
Whittier Trust Co. of Nevada Inc. 0.00% No change 253 $15K
Investors Research Corp 0.00% No change 249 $15K
Strengthening Families & Communities, LLC 0.01% Add +0.4% 246 $14K
Abound Wealth Management 0.01% Add +713.8% 236 $14K
Richardson Capital Management LLC 0.01% Add +0.5% 212 $12K
Hoese & Co LLP 0.01% No change 204 $12K
MTM Investment Management, LLC 0.00% New 200 $12K
WealthShield Partners, LLC 0.00% No change 187 $11K
Koesten, Hirschmann & Crabtree, INC. 0.01% No change 162 $9K
Centennial Bank 0.00% New 162 $9K
Avior Wealth Management, LLC 0.00% No change 147 $9K
Harbor Investment Advisory, LLC 0.00% No change 136 $8K
Ancora Advisors LLC 0.00% Add +166.7% 136 $8K
Mb, Levis & Associates, LLC 0.00% New 128 $7K
Transamerica Financial Advisors, LLC 0.00% Add +0.9% 108 $7K
HHM Wealth Advisors, LLC 0.00% No change 107 $6K
Wolff Wiese Magana LLC 0.01% No change 99 $6K
Tucker Asset Management LLC 0.00% Reduce -73.9% 94 $6K
Wit, LLC 0.16% No change 89 $5K
AlphaMark Advisors, LLC 0.00% No change 86 $5K
ICA Group Wealth Management, LLC 0.00% New 78 $5K
Salem Investment Counselors Inc. 0.00% Reduce -54.5% 75 $4K
Cassady Schiller Wealth Management, LLC 0.00% New 70 $4K
Private Capital Management LLC 0.00% New 53 $3K
Frazier Financial Advisors, LLC 0.00% New 51 $3K
Indiana Trust & Investment Management Co 0.00% No change 47 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 44 $3K
Phillips Financial Management, LLC 0.00% No change 43 $3K
NorthRock Partners, LLC 0.00% Reduce -84.9% 43 $2K
Winthrop Capital Management, LLC 0.00% New 39 $2K
Mine & Arao Wealth Creation & Management, LLC. 0.00% New 29 $2K
Aspire Private Capital, LLC 0.00% New 29 $2K
Key Financial Inc 0.00% No change 26 $2K
Larson Financial Group LLC 0.00% No change 24 $1K
Ransom Advisory, Ltd 0.00% — 20 $1K
Geneos Wealth Management Inc. 0.00% Reduce -99.0% 18 $1K
Asset Dedication, LLC 0.00% New 18 $1K
CENTRAL TRUST Co 0.00% New 16 $937
Realta Investment Advisors 0.00% New 11 $644
First Personal Financial Services 0.00% New 5 $293
Orion Capital Management LLC 0.00% No change 4 $234
Rakuten Securities, Inc. 0.00% New 2 $117
Gradient Investments LLC 0.00% Reduce -99.7% 1 $46

"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.