Vanguard Intermediate-Term TVGITETF
13F holders, Q2 2024 (June 30)677holders +16
61new positions
52sold out
4famous investors
$58.24avg. 13F price*
At the end of Q2 2024, 677 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 16 from Q1 2024. 61 opened new positions and 52 sold out. The largest holders were JPMorgan Chase & Co. ($4.2B), Bank of America Corp. ($2.9B) and FMR LLC ($1.4B). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $194.5M |
| Exits | 52 | $145.3M |
All 13F filers, Q1 2024 → Q2 2024: 20,559,846 shares bought and 9,188,211 shares sold, net +11,371,635 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 677 holders
| JPMorgan Chase & Co. | 0.36% | Add +3.3% | 71,389,775 | $4.2B |
| Bank of America Corp. | 0.28% | Add +1.4% | 49,343,956 | $2.9B |
| FMR LLC | 0.09% | Reduce -9.2% | 23,369,558 | $1.4B |
| Morgan Stanley | 0.09% | Add +7.5% | 19,322,374 | $1.1B |
| Empower Advisory Group, LLC | 3.27% | Add +6.1% | 15,143,260 | $881.8M |
| Creative Planning | 0.67% | Add +8.9% | 10,726,477 | $624.6M |
| SCS Capital Management LLC | 11.91% | Reduce -0.1% | 9,763,708 | $568.5M |
| Rwa Wealth Partners, LLC | 6.40% | Reduce -3.8% | 8,340,249 | $485.7M |
| Fisher Asset Management | 0.19% | Add +8.8% | 7,531,241 | $438.5M |
| Buckingham Strategic Wealth, LLC | 3.98% | Add +9.6% | 6,603,169 | $384.5M |
| Nepc LLC | 12.13% | Add +1.1% | 6,316,058 | $367.8M |
| Ameriprise Financial Inc. | 0.09% | Add +0.9% | 5,892,255 | $343.0M |
| State Street Corp. | 0.01% | No change | 5,800,000 | $337.7M |
| Mather Group, Llc. | 2.98% | Add +10.6% | 4,136,910 | $242.2M |
| Blue Trust, Inc. | 2.99% | Reduce -0.3% | 3,723,515 | $218.0M |
| Midland Wealth Advisors, LLC | 12.85% | Add +2.6% | 3,720,196 | $216.6M |
| UBS Group AG | 0.06% | Add +5.3% | 3,552,032 | $206.8M |
| Municipal Employees' Retirement System of Michigan | 2.74% | No change | 3,390,733 | $197.4M |
| Summit Trail Advisors, LLC | 4.49% | Reduce -7.2% | 2,932,084 | $170.7M |
| Wells Fargo & Company | 0.04% | Add +6.6% | 2,776,778 | $161.7M |
| Heritage Financial Services, LLC | 21.35% | Add +3.4% | 2,556,090 | $148.8M |
| Envestnet Asset Management Inc. | 0.05% | Add +3.7% | 2,366,692 | $137.8M |
| HighTower Advisors, LLC | 0.21% | Add +9.1% | 2,337,193 | $136.1M |
| GenTrust, LLC | 7.38% | Add +5.8% | 2,331,788 | $135.8M |
| First Interstate Bank | 8.78% | Reduce -1.3% | 2,270,628 | $132.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.3% | 2,122,820 | $123.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -3.5% | 2,062,951 | $120.1M |
| Morningstar Investment Services LLC | 1.29% | Reduce -0.9% | 2,037,097 | $118.9M |
| Foster Group, Inc. | 4.58% | Add +7.0% | 1,998,790 | $116.4M |
| Cerity Partners LLC | 0.28% | Add +626.9% | 1,774,182 | $103.3M |
| Edgehill Endowment Partners, LLC | 14.20% | Reduce -22.5% | 1,606,933 | $93.6M |
| Jordan Park Group LLC | 6.56% | Reduce -16.3% | 1,472,095 | $85.7M |
| Bangor Savings Bank | 8.07% | Add +5.6% | 1,385,463 | $80.7M |
| LPL Financial LLC | 0.04% | Add +12.2% | 1,369,218 | $79.7M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Reduce -8.0% | 1,307,188 | $76.1M |
| Valeo Financial Advisors, LLC | 2.23% | Add +5.7% | 1,223,966 | $71.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.08% | Reduce -5.2% | 1,186,000 | $68.6M |
| Moss Adams Wealth Advisors LLC | 9.52% | Add +3.8% | 1,173,699 | $68.3M |
| Texas Treasury Safekeeping Trust Co. | 2.53% | No change | 1,124,530 | $65.5M |
| Valmark Advisers, Inc. | 1.00% | Add +2.4% | 1,012,916 | $59.0M |
| Brandywine Oak Private Wealth LLC | 6.02% | Add +38.4% | 1,005,548 | $58.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.26% | Add +7.2% | 1,005,127 | $58.5M |
| Flputnam Investment Management Co. | 1.07% | Add +2.8% | 983,789 | $57.3M |
| Focus Partners Advisor Solutions, LLC | 1.39% | Add +62.3% | 911,345 | $53.1M |
| Gitterman Wealth Management, LLC | 20.09% | Reduce -0.4% | 895,245 | $52.1M |
| Permanent Capital Management, LP | 10.32% | — | 826,342 | $49.4M |
| Migdal Insurance & Financial Holdings Ltd. | 0.81% | New | 836,017 | $48.7M |
| Lake Street Advisors Group, LLC | 2.29% | Add +25.5% | 816,985 | $47.6M |
| Truist Financial Corp. | 0.07% | Add +3.3% | 805,002 | $46.9M |
| Tanglewood Wealth Management, Inc. | 5.67% | Reduce -3.7% | 783,810 | $45.6M |
| Cliffwater LLC | 9.57% | Reduce -0.3% | 767,859 | $44.7M |
| Kingsview Wealth Management, LLC | 1.05% | Add +9.7% | 763,983 | $44.5M |
| Libra Wealth LLC | 19.05% | Add +6.5% | 755,624 | $44.0M |
| Cardinal Point Capital Management ULC | 7.53% | Add +6.6% | 743,493 | $43.3M |
| Atria Investments, Inc | 0.55% | Add +9.9% | 733,717 | $42.7M |
| Hanson & Doremus Investment Management | 7.00% | Add +8.4% | 718,119 | $41.8M |
| Badgley Phelps Wealth Managers, LLC | 0.99% | Add +1.2% | 689,208 | $40.1M |
| Proffitt & Goodson Inc. | 7.00% | Reduce -1.8% | 680,825 | $39.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -19.9% | 668,376 | $38.9M |
| PrairieView Partners, LLC | 4.25% | Add +5.5% | 650,571 | $37.9M |
| Birchbrook, Inc. | 22.63% | Add +1.1% | 647,872 | $37.7M |
| Opus Capital Group, LLC | 5.16% | Add +6.8% | 621,826 | $36.2M |
| GLOBALT Investments LLC / GA | 1.44% | Add +0.3% | 619,495 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +94.8% | 580,386 | $33.8M |
| Executive Wealth Management, LLC | 6.12% | Add +5.9% | 572,813 | $33.4M |
| Corient Private Wealth LP | 0.06% | Add +8.2% | 562,286 | $32.7M |
| Traphagen Investment Advisors LLC | 3.54% | Add +1.2% | 560,555 | $32.6M |
| MilWealth Group LLC | 9.53% | Add +3.7% | 518,959 | $30.2M |
| Burney Co./ | 1.15% | New | 515,286 | $30.0M |
| Oakworth Capital, Inc. | 2.15% | Add +2.5% | 505,865 | $29.5M |
| Portland Global Advisors LLC | 3.96% | Add +6.5% | 501,017 | $29.2M |
| RiverFront Investment Group, LLC | 0.77% | Reduce -0.5% | 497,818 | $29.0M |
| Ameritas Advisory Services, LLC | 1.09% | Reduce -4.5% | 494,946 | $28.8M |
| AE Wealth Management LLC | 0.28% | Add +26.1% | 479,872 | $27.9M |
| 1834 Investment Advisors Co. | 3.27% | Add +0.9% | 466,493 | $27.2M |
| Evergreen Advisors, LLC | 7.83% | Add +2.9% | 449,386 | $26.2M |
| Mariner, LLC | 0.05% | Add +6.2% | 439,531 | $25.6M |
| Wooster Corthell Wealth Management, Inc. | 5.76% | Add +2.5% | 437,322 | $25.5M |
| Partners Capital Investment Group, LLP | 0.43% | Add +214.7% | 434,593 | $25.3M |
| OneAscent Financial Services LLC | 3.51% | Add +13.6% | 432,577 | $25.2M |
| Royal Bank of Canada | 0.01% | Add +1.0% | 428,541 | $25.0M |
| Roundview Capital LLC | 1.95% | Reduce -4.9% | 425,877 | $24.8M |
| Towneley Capital Management, Inc / DE | 5.68% | Add +3.0% | 415,713 | $24.2M |
| Raymond James & Associates | 0.02% | Add +30.3% | 406,621 | $23.7M |
| Thrivent Financial for Lutherans | 0.05% | Add +2.3% | 403,688 | $23.5M |
| Cape Cod Five Cents Savings Bank | 2.26% | New | 401,710 | $23.4M |
| BSW Wealth Partners | 3.76% | Add +9.4% | 393,912 | $22.9M |
| Cambridge Associates LLC /Ma/ | 1.02% | Reduce -26.1% | 381,405 | $22.2M |
| Paragon Capital Management Ltd | 4.08% | Add +24.6% | 381,249 | $22.2M |
| True Wealth Design, LLC | 5.33% | Add +3.5% | 370,095 | $21.6M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -28.3% | 353,122 | $20.6M |
| Cypress Financial Planning LLC | 8.45% | Add +53.3% | 346,591 | $20.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Add +4.0% | 345,182 | $20.1M |
| American Trust | 1.64% | Add +292.2% | 343,858 | $20.0M |
| Boston Financial Mangement LLC | 0.63% | Add +165.4% | 341,010 | $19.9M |
| Nova R Wealth, Inc. | 10.22% | Add +4.4% | 340,631 | $19.8M |
| Northwest Wealth Management, LLC | 5.13% | Add +26.9% | 340,507 | $19.8M |
| Vanguard Group Inc. | 0.00% | Add +29.3% | 336,920 | $19.6M |
| Arista Wealth Management, LLC | 5.11% | Add +160.1% | 333,722 | $19.4M |
| Stifel Financial Corp. | 0.02% | Reduce -22.0% | 328,487 | $19.1M |
| Vident Advisory, LLC | 0.53% | New | 326,646 | $19.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +4.2% | 319,532 | $18.6M |
| Old National Bancorp | 0.44% | Add +0.5% | 318,397 | $18.5M |
| Jackson Thornton Wealth Management, LLC | 2.76% | Add +138.0% | 309,232 | $18.0M |
| Baird Financial Group, Inc. | 0.04% | Add +6.2% | 304,943 | $17.8M |
| Investment Management Associates Inc. | 5.93% | No change | 296,031 | $17.2M |
| Roble, Belko & Company, Inc | 2.87% | Add +13.0% | 293,948 | $17.1M |
| Creative Financial Designs Inc. | 1.52% | Add +12.1% | 292,845 | $17.1M |
| Private Wealth Management Group, LLC | 7.38% | Add +4.0% | 292,570 | $17.0M |
| OneAscent Wealth Management LLC | 8.65% | Add +9.6% | 285,853 | $16.6M |
| Cetera Investment Advisers | 0.04% | Add +3.6% | 282,279 | $16.4M |
| Emprise Bank | 9.82% | Add +103.7% | 273,351 | $15.9M |
| Pictet North America Advisors SA | 1.70% | Reduce -31.7% | 268,629 | $15.6M |
| Pallas Capital Advisors LLC | 0.69% | Add +7.6% | 258,442 | $15.2M |
| Farther Finance Advisors, LLC | 0.73% | Add +40.8% | 259,745 | $15.0M |
| Vise Technologies, Inc. | 2.61% | Add +6.5% | 255,396 | $14.9M |
| Capital Investment Services of America, Inc. | 1.41% | Add +0.1% | 250,321 | $14.6M |
| Waterway Wealth Management, LLC | 7.01% | Reduce -28.2% | 245,435 | $14.3M |
| Wade Financial Advisory, Inc | 5.10% | Add +7.0% | 243,488 | $14.2M |
| Whelan Financial | 6.31% | Add +2.3% | 242,572 | $14.1M |
| Peirce Capital Management, LLC | 7.34% | Add +2.8% | 238,148 | $13.9M |
| Abbrea Capital, LLC | 1.83% | Add +5.7% | 237,941 | $13.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.5% | 235,410 | $13.7M |
| Merit Financial Group, LLC | 0.30% | Add +6.5% | 230,541 | $13.4M |
| WBH Advisory Inc. | 1.31% | Reduce -35.3% | 222,266 | $12.9M |
| NewEdge Wealth, LLC | 0.28% | Add +0.7% | 221,706 | $12.9M |
| Staley Capital Advisers Inc. | 0.59% | Add +6.6% | 221,100 | $12.9M |
| New York Life Investment Management LLC | 0.13% | No change | 218,267 | $12.7M |
| Stratos Wealth Advisors, LLC | 0.62% | Add +47.5% | 214,541 | $12.5M |
| Roth Financial Partners LLC | 5.31% | Add +22.3% | 211,577 | $12.3M |
| Hassell Wealth Management, LLC | 5.49% | Add +13.1% | 207,538 | $12.3M |
| MML Investors Services, LLC | 0.05% | Add +3.8% | 208,233 | $12.1M |
| Addison Advisors LLC | 3.83% | Add +10.2% | 203,952 | $11.9M |
| 25 LLC | 5.51% | Add +17.0% | 199,348 | $11.6M |
| Empowered Funds, LLC | 0.20% | Add +11.8% | 198,625 | $11.5M |
| Elevate Wealth Advisory, Inc. | 9.29% | Add +7.7% | 196,622 | $11.4M |
| Bank of Montreal | 0.00% | Add +3.7% | 193,685 | $11.3M |
| Innealta Capital, LLC | 3.74% | Add +28.4% | 193,495 | $11.3M |
| Legacy PCG, LLC | 7.05% | Add +6.3% | 192,812 | $11.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +11.8% | 191,170 | $11.1M |
| Newport Capital Group, LLC | 8.79% | — | 190,706 | $11.1M |
| Prairieview Wealth Partners, LLC | 9.42% | New | 189,853 | $11.1M |
| RKL Wealth Management LLC | 1.06% | Add +2.8% | 189,680 | $11.0M |
| Ami Investment Management Inc. | 3.82% | Add +7.9% | 188,021 | $10.9M |
| MainStreet Investment Advisors LLC | 1.32% | Add +190.9% | 185,283 | $10.8M |
| Wealthcare Advisory Partners LLC | 0.34% | Add +10.6% | 184,635 | $10.8M |
| Family Wealth Partners, LLC | 5.49% | Add +15.3% | 181,577 | $10.6M |
| Bremer Bank National Association | 2.06% | No change | 181,149 | $10.5M |
| North Ridge Wealth Advisors, Inc. | 8.01% | Add +2.7% | 181,078 | $10.5M |
| Anderson Hoagland & Co. | 1.10% | Reduce -0.3% | 178,786 | $10.4M |
| MassMutual Private Wealth & Trust, FSB | 0.31% | Add +19.7% | 177,299 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -25.0% | 174,697 | $10.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -16.5% | 174,271 | $10.1M |
| Archford Capital Strategies, LLC | 1.59% | Add +4.3% | 168,057 | $9.8M |
| Vernal Point Advisors, LLC | 6.89% | Add +5.5% | 166,262 | $9.7M |
| Cwm, LLC | 0.04% | Add +872.1% | 159,554 | $9.3M |
| World Investment Advisors | 0.57% | Add +2341.9% | 158,552 | $9.2M |
| First Affirmative Financial Network | 6.30% | Reduce -0.2% | 155,823 | $9.1M |
| Kings Path Partners LLC | 4.23% | — | 154,019 | $9.0M |
| Seaside Wealth Management, Inc. | 3.65% | Add +11.5% | 151,133 | $8.8M |
| Lowe Brockenbrough & Co. Inc. | 0.58% | Add +7.9% | 150,795 | $8.8M |
| Jones Financial Companies LLLP | 0.01% | Add +2.4% | 146,854 | $8.6M |
| Ameraudi Asset Management, Inc. | 3.86% | Add +0.8% | 145,442 | $8.5M |
| Salomon & Ludwin, LLC | 0.92% | Reduce -13.2% | 140,794 | $8.3M |
| Quadrature Capital Ltd | 0.14% | New | 141,379 | $8.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +20.0% | 141,090 | $8.2M |
| Gunma Bank,Ltd. | 6.79% | New | 140,000 | $8.2M |
| M&T Bank Corp | 0.03% | Reduce -19.3% | 134,572 | $7.8M |
| Hamilton Capital Partners Inc. | 0.83% | Add +1.3% | 132,898 | $7.7M |
| Stableford Capital II LLC | 2.96% | Reduce -0.5% | 128,036 | $7.5M |
| 49 Wealth Management, LLC | 1.48% | New | 130,280 | $7.5M |
| Cravens & Co Advisors, LLC | 5.59% | Add +19.7% | 129,318 | $7.5M |
| Cambria Investment Management, L.P. | 0.46% | Reduce -0.3% | 129,090 | $7.5M |
| Alhambra Investment Management LLC | 4.10% | Reduce -30.8% | 128,528 | $7.5M |
| Shotwell Rutter Baer Inc | 6.48% | New | 125,201 | $7.3M |
| Hara Capital LLC | 4.67% | Reduce -5.2% | 125,211 | $7.3M |
| Tillman Hartley LLC | 2.49% | Add +1.2% | 124,996 | $7.3M |
| Brickley Wealth Management | 1.57% | Add +3.2% | 123,129 | $7.2M |
| EverSource Wealth Advisors, LLC | 0.47% | Add +14.5% | 120,051 | $7.1M |
| Private Advisor Group, LLC | 0.05% | Add +287.3% | 121,483 | $7.1M |
| R. W. Roge & Company, Inc. | 3.98% | Reduce -33.8% | 119,617 | $7.0M |
| StrongBox Wealth, LLC | 3.28% | Add +1.0% | 119,282 | $6.9M |
| Souders Financial Advisors | 1.04% | Add +3.3% | 118,788 | $6.9M |
| Dynamic Wealth Strategies, LLC | 5.92% | Reduce -1.9% | 118,237 | $6.9M |
| Kingdom Financial Group LLC. | 4.64% | Add +17.5% | 117,820 | $6.9M |
| Citigroup Inc. | 0.01% | Add +51.4% | 116,214 | $6.8M |
| Mosaic Advisors LLC | 5.42% | Add +3.5% | 115,250 | $6.7M |
| Rogco, LP | 2.71% | Add +3.0% | 114,093 | $6.6M |
| Foster & Motley Inc. | 0.45% | Reduce -2.9% | 113,408 | $6.6M |
| Baldwin Wealth Partners LLC | 0.51% | Add +2.6% | 112,703 | $6.6M |
| AQR Capital Management | 0.01% | Add +378.2% | 112,134 | $6.5M |
| Wells Financial Advisors INC | 4.30% | Reduce -8.8% | 112,068 | $6.5M |
| United Capital Financial Advisors, LLC | 0.06% | Add +7.0% | 111,080 | $6.5M |
| NewEdge Advisors, LLC | 0.05% | Add +884.7% | 110,844 | $6.5M |
| Mayport, LLC | 2.30% | Add +26.8% | 110,747 | $6.4M |
| Baker Boyer National Bank | 2.24% | Add +1.1% | 110,057 | $6.4M |
| Aerodigm Wealth, LLC | 2.87% | Add +8.0% | 107,142 | $6.2M |
| Agilis Partners LLC | 1.88% | Reduce -1.8% | 106,201 | $6.2M |
| Alps Advisors Inc. | 0.04% | Reduce -1.8% | 102,587 | $6.0M |
| Monumental Financial Group Inc. | 2.60% | Reduce -40.6% | 102,198 | $6.0M |
| Comerica Bank | 0.02% | Add +17.2% | 99,686 | $5.8M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.45% | Add +15.6% | 99,452 | $5.8M |
| Marietta Wealth Management, LLC | 0.89% | Add +4.5% | 98,172 | $5.7M |
| Ackerman Capital Advisors, LLC | 1.48% | Add +2.9% | 95,910 | $5.6M |
| Sharp Wealth Advisory, LLC | 4.67% | Add +11.8% | 93,556 | $5.4M |
| Theory Financial LLC | 2.57% | Reduce -8.5% | 93,290 | $5.4M |
| Websterrogers Financial Advisors, LLC | 1.93% | Add +2.6% | 92,916 | $5.4M |
| Regions Financial Corp. | 0.04% | Add +6.2% | 92,368 | $5.4M |
| Synovus Financial Corp. | 0.07% | Add +4.3% | 91,807 | $5.3M |
| Silverleafe Capital Partners, LLC | 1.88% | Add +51.7% | 91,708 | $5.3M |
| Fluent Financial, LLC | 2.69% | Add +36.7% | 91,489 | $5.3M |
| Integrated Advisors Network LLC | 0.27% | Add +5.9% | 91,366 | $5.3M |
| Squire Investment Management Company, LLC | 3.01% | Add +35.9% | 91,235 | $5.3M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +9.0% | 90,851 | $5.3M |
| Atlas Capital Advisors Inc. | 0.68% | Add +4.3% | 90,112 | $5.2M |
| Blume Capital Management, Inc. | 1.26% | Reduce -3.8% | 89,415 | $5.2M |
| Peoples Bank | 2.68% | Reduce -17.1% | 88,837 | $5.2M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 87,100 | $5.1M |
| RFG Advisory, LLC | 0.16% | Add +18.5% | 86,806 | $5.1M |
| Global Wealth Management Investment Advisory, Inc. | 1.17% | Add +302.0% | 86,188 | $5.0M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +40.6% | 85,265 | $5.0M |
| Connecticut Wealth Management, LLC | 0.25% | Reduce -7.6% | 83,791 | $4.9M |
| Acute Investment Advisory, LLC | 2.78% | New | 83,724 | $4.9M |
| Resonant Capital Advisors, LLC | 0.39% | Add +2.2% | 83,062 | $4.8M |
| REDW Wealth LLC | 1.27% | Add +0.9% | 83,008 | $4.8M |
| Fermata Advisors, LLC | 1.10% | Reduce -12.8% | 81,998 | $4.8M |
| Marion Wealth Management | 1.40% | Add +3.2% | 81,731 | $4.8M |
| Jane Street Group, LLC | 0.01% | Add +1888.9% | 81,266 | $4.7M |
| SMART Wealth LLC | 1.89% | Add +7.0% | 80,226 | $4.7M |
| OMNI 360 Wealth, Inc. | 3.48% | Add +28.2% | 78,704 | $4.6M |
| Checchi Capital Advisers, LLC | 0.36% | Reduce -16.9% | 78,198 | $4.6M |
| Walkner Condon Financial Advisors LLC | 0.97% | Add +0.8% | 77,487 | $4.5M |
| Sanctuary Advisors, LLC | 0.03% | — | 78,839 | $4.5M |
| Stephens Group Asset Management, LLC | 0.41% | Add +832.3% | 77,425 | $4.5M |
| Kraft Asset Management, LLC | 3.73% | Reduce -10.6% | 76,107 | $4.4M |
| Dorsey & Whitney Trust CO LLC | 0.31% | Add +1.3% | 75,722 | $4.4M |
| Diversify Wealth Management, LLC | 0.54% | — | 72,297 | $4.3M |
| Benjamin F. Edwards & Company, Inc. | 0.07% | Add +6.3% | 72,557 | $4.2M |
| True Link Financial Advisors, LLC | 0.39% | No change | 71,443 | $4.2M |
| Auour Investments LLC | 1.51% | Add +1.3% | 69,740 | $4.1M |
| Simplicity Wealth,LLC | 0.09% | Reduce -20.6% | 69,177 | $4.0M |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 67,441 | $3.9M |
| Principal Securities, Inc. | 0.11% | Reduce -62.5% | 66,972 | $3.9M |
| IRON Financial LLC | 2.17% | Reduce -2.2% | 66,569 | $3.9M |
| Morningstar Investment Management LLC | 0.40% | Add +8.5% | 66,246 | $3.9M |
| LifePlan Financial, LLC | 3.54% | Add +9.3% | 65,962 | $3.8M |
| DDFG, Inc | 1.15% | Add +5.0% | 63,978 | $3.7M |
| PYA Waltman Capital, LLC | 1.35% | Reduce -4.7% | 63,283 | $3.7M |
| Coldstream Capital Management Inc. | 0.09% | Add +657.8% | 62,899 | $3.7M |
| James Investment Research, Inc. | 0.43% | Reduce -1.6% | 61,986 | $3.6M |
| Foster Victor Wealth Advisors, LLC | 0.30% | Add +2.1% | 61,205 | $3.6M |
| Walker Financial Services, Inc. | 2.81% | Add +21.5% | 61,766 | $3.6M |
| Bull Street Advisors, LLC | 1.72% | Add +0.6% | 61,190 | $3.6M |
| Nilsine Partners, LLC | 0.47% | Add +5.4% | 60,725 | $3.5M |
| Buska Wealth Management, LLC | 1.40% | Add +33.6% | 60,438 | $3.5M |
| Nicolet Advisory Services, LLC | 0.34% | Reduce -0.2% | 60,181 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -7.2% | 59,872 | $3.5M |
| Pathway Financial Advisors LLC | 0.93% | Add +7.5% | 58,882 | $3.4M |
| Hancock Whitney Corp. | 0.11% | Reduce -11.2% | 57,829 | $3.4M |
| LFA - Lugano Financial Advisors SA | 2.56% | Reduce -4.0% | 57,614 | $3.4M |
| RB Capital Management, LLC | 0.90% | Reduce -0.1% | 57,545 | $3.4M |
| Montecito Bank & Trust | 0.68% | Add +23.7% | 57,459 | $3.3M |
| Captrust Financial Advisors | 0.01% | Add +4.0% | 56,599 | $3.3M |
| Altiora Financial Group, LLC | 0.78% | Reduce -37.2% | 55,957 | $3.3M |
| Tiff Advisory Services, LLC | 1.12% | New | 55,717 | $3.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +26.7% | 55,172 | $3.2M |
| Hikari Tsushin, Inc. | 0.25% | New | 54,954 | $3.2M |
| Beverly Hills Private Wealth, LLC | 0.69% | Add +451.2% | 54,279 | $3.2M |
| Brown Advisory Inc. | 0.00% | Add +11.0% | 53,991 | $3.1M |
| Blair William & Co. | 0.01% | Reduce -0.9% | 53,815 | $3.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -10.3% | 53,773 | $3.1M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +8.2% | 52,527 | $3.1M |
| Financial Advisory Partners, LLC | 1.13% | Add +26.4% | 51,758 | $3.0M |
| Sfm, LLC | 2.15% | Reduce -6.2% | 49,066 | $2.9M |
| CFS Investment Advisory Services, LLC | 0.23% | Add +1.1% | 48,753 | $2.8M |
| Transcendent Capital Group LLC | 1.63% | Add +2.4% | 48,586 | $2.8M |
| Ballentine Partners, LLC | 0.05% | Add +81.3% | 47,429 | $2.8M |
| Custom Portfolio Group LLC | 2.17% | Add +10.0% | 51,779 | $2.8M |
| Stonehearth Capital Management, LLC | 1.17% | Reduce -66.0% | 46,984 | $2.7M |
| Bragg Financial Advisors, Inc | 0.12% | Add +12.8% | 46,714 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.3% | 46,415 | $2.7M |
| UMB Bank, n.a. | 0.04% | No change | 45,539 | $2.7M |
| AlTi Global, Inc. | 0.07% | Add +21.1% | 45,456 | $2.6M |
| Wedmont Private Capital | 0.16% | Reduce -1.4% | 44,545 | $2.6M |
| LJI Wealth Management, LLC | 0.58% | Add +604.1% | 44,770 | $2.6M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -19.6% | 44,515 | $2.6M |
| Human Investing LLC | 0.50% | Add +6.3% | 44,400 | $2.6M |
| Cherry Tree Wealth Management, LLC | 0.64% | Reduce -1.1% | 43,492 | $2.5M |
| TD Private Client Wealth LLC | 0.08% | Add +2.1% | 43,452 | $2.5M |
| Pinnacle Associates Ltd. | 0.04% | Add +11.4% | 43,380 | $2.5M |
| Harbour Investments, Inc. | 0.08% | Add +3.5% | 42,292 | $2.5M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.25% | Add +11.8% | 42,083 | $2.5M |
| Summit Wealth & Retirement Planning, Inc. | 0.83% | Reduce -11.6% | 41,993 | $2.4M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -52.5% | 41,633 | $2.4M |
| Compound Planning, Inc. | 0.18% | Reduce -62.4% | 41,372 | $2.4M |
| Signet Financial Management, LLC | 0.31% | Reduce -44.8% | 39,852 | $2.3M |
| Mgo One Seven LLC | 0.11% | New | 39,510 | $2.3M |
| Burkett Financial Services, LLC | 1.15% | Add +29.3% | 38,626 | $2.2M |
| Graypoint LLC | 0.16% | Add +18.5% | 38,580 | $2.2M |
| Northern Trust Corp. | 0.00% | Add +46.5% | 38,504 | $2.2M |
| Concord Wealth Partners | 0.39% | Reduce -27.4% | 38,175 | $2.2M |
| EP Wealth Advisors, LLC | 0.02% | Add +1355.9% | 37,927 | $2.2M |
| Orcam Financial Group | 2.36% | Add +29.6% | 37,742 | $2.2M |
| Sandy Spring Bank | 0.10% | No change | 37,452 | $2.2M |
| Wealthcare Capital Management LLC | 0.23% | Add +16.3% | 36,793 | $2.1M |
| Earned Wealth Advisors, LLC | 0.81% | Add +13.5% | 36,456 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -25.7% | 36,424 | $2.1M |
| Ascentis Independent Advisors | 0.44% | — | 36,365 | $2.1M |
| CW Advisors, LLC | 0.03% | Reduce -9.1% | 36,126 | $2.1M |
| Consolidated Portfolio Review Corp | 0.48% | Add +1.4% | 35,456 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +29.0% | 34,946 | $2.0M |
| Shufro Rose & Co. LLC | 0.16% | Add +13.0% | 34,588 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.6% | 34,332 | $2.0M |
| Hexagon Capital Partners LLC | 0.43% | Reduce -3.0% | 34,299 | $2.0M |
| Whitcomb & Hess, Inc. | 0.62% | Add +0.7% | 34,007 | $2.0M |
| IFG Advisory, LLC | 0.13% | Reduce -0.4% | 33,535 | $2.0M |
| Leavell Investment Management, Inc. | 0.11% | Add +264.8% | 33,412 | $1.9M |
| Cornerstone Wealth Advisors, Inc. | 0.58% | Add +8.1% | 33,092 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -1.1% | 33,023 | $1.9M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -1.1% | 33,023 | $1.9M |
| Harvest Portfolios Group Inc. | 0.07% | Add +1.6% | 32,974 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Add +1.9% | 32,005 | $1.9M |
| Palumbo Wealth Management LLC | 0.77% | Reduce -1.1% | 31,425 | $1.8M |
| Kovack Advisors, Inc. | 0.20% | Reduce -1.0% | 31,301 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +9.8% | 30,915 | $1.8M |
| Middleton & Co. Inc. | 0.21% | Add +6.4% | 30,400 | $1.8M |
| Fagan Associates, Inc. | 0.31% | Reduce -1.6% | 30,027 | $1.7M |
| Trust Co | 0.22% | Add +0.5% | 29,854 | $1.7M |
| Whittier Trust Co. | 0.02% | Reduce -1.6% | 28,693 | $1.7M |
| Merriman Wealth Management, LLC | 0.07% | Add +67.8% | 28,411 | $1.7M |
| Braun-Bostich & Associates Inc. | 1.18% | Add +68.8% | 27,162 | $1.6M |
| Jacobson & Schmitt Advisors, LLC | 0.36% | Add +0.2% | 27,132 | $1.6M |
| Wealthfront Advisers LLC | 0.01% | Reduce -8.6% | 27,005 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Add +10.2% | 26,703 | $1.6M |
| Banque Pictet & Cie SA | 0.02% | Add +1.9% | 26,700 | $1.6M |
| Abacus Wealth Partners, LLC | 0.26% | No change | 26,425 | $1.5M |
| Ethic Inc. | 0.04% | No change | 26,342 | $1.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.27% | New | 25,763 | $1.5M |
| Diversify Advisory Services, LLC | 0.08% | Reduce -3.1% | 25,527 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -71.0% | 25,029 | $1.5M |
| Omega Advisors (Leon Cooperman) | 0.06% | No change | 25,029 | $1.5M |
| Essex Bank | 0.38% | Add +20.8% | 24,336 | $1.4M |
| Syon Capital LLC | 0.13% | Add +0.9% | 24,323 | $1.4M |
| IFP Advisors, Inc | 0.06% | Add +66.6% | 24,091 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +1.1% | 24,061 | $1.4M |
| Apella Capital, LLC | 0.06% | Reduce -4.7% | 23,863 | $1.4M |
| Keel Point, LLC | 0.12% | Reduce -58.6% | 22,690 | $1.4M |
| Claris Advisors, LLC / Mo / | 0.69% | Add +81.2% | 22,852 | $1.3M |
| E&G Advisors, LLC | 0.39% | New | 22,505 | $1.3M |
| WESCAP Management Group, Inc. | 0.37% | Reduce -4.6% | 22,345 | $1.3M |
| Proquility Private Wealth Partners, LLC | 0.44% | Add +2.6% | 22,217 | $1.3M |
| FSC Wealth Advisors, LLC | 0.95% | Add +39.2% | 22,043 | $1.3M |
| SWS Partners | 0.38% | Add +40.7% | 21,962 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +6.6% | 21,947 | $1.3M |
| Verity Asset Management, Inc. | 0.49% | Reduce -0.5% | 21,465 | $1.2M |
| Thrive Capital Management, LLC | 0.57% | New | 21,331 | $1.2M |
| Coombe, Bender & Co LLC | 0.73% | Reduce -6.4% | 21,277 | $1.2M |
| Fiduciary Financial Group, LLC | 0.30% | — | 20,915 | $1.2M |
| Savant Capital, LLC | 0.01% | New | 21,047 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +4.3% | 21,033 | $1.2M |
| Koshinski Asset Management, Inc. | 0.11% | Add +45.0% | 20,965 | $1.2M |
| Strategic Investment Solutions, Inc. | 0.39% | — | 20,525 | $1.2M |
| Integrity Wealth Solutions LLC | 0.78% | Add +37.7% | 20,668 | $1.2M |
| Nottingham Advisors, Inc. | 0.14% | Reduce -4.9% | 20,648 | $1.2M |
| FWG Investments, LLC. | 1.20% | Add +12.5% | 20,380 | $1.2M |
| Americana Partners, LLC | 0.09% | No change | 20,071 | $1.2M |
| Arax Advisory Partners | 0.11% | Add +1.3% | 20,001 | $1.2M |
| LCNB Corp. | 0.43% | Add +3.4% | 19,816 | $1.2M |
| Dopkins Wealth Management, LLC | 0.69% | Add +14.9% | 19,375 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -14.8% | 19,278 | $1.1M |
| Quadcap Wealth Management, LLC | 0.20% | Reduce -34.5% | 19,255 | $1.1M |
| Mechanics Financial Corp | 0.57% | Add +3.0% | 18,906 | $1.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.21% | Add +5.7% | 18,570 | $1.1M |
| Authentikos Wealth Advisory, LLC | 1.04% | New | 18,629 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.47% | Add +2.4% | 18,494 | $1.1M |
| Cobblestone Capital Advisors LLC | 0.07% | No change | 18,449 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -42.6% | 18,300 | $1.1M |
| Forza Wealth Management, LLC | 0.54% | No change | 17,933 | $1.0M |
| Rothschild Wealth LLC | 0.34% | Add +3.1% | 17,760 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -13.1% | 17,694 | $1.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | New | 17,653 | $1.0M |
| WNY Asset Management, LLC | 0.14% | New | 17,592 | $1.0M |
| Fiduciary Trust Co | 0.01% | Add +8.6% | 17,211 | $1.0M |
| Composition Wealth, LLC | 0.02% | Add +155.6% | 16,900 | $984K |
| Glass Jacobson Investment Advisors llc | 0.36% | Add +35.5% | 16,883 | $983K |
| Belpointe Asset Management LLC | 0.07% | Reduce -21.9% | 16,858 | $982K |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -42.3% | 16,803 | $978K |
| Pinnacle Bancorp, Inc. | 0.28% | Add +1.2% | 16,362 | $953K |
| FFT Wealth Management LLC | 0.08% | Reduce -46.0% | 16,055 | $935K |
| Clear Creek Financial Management, LLC | 0.11% | Add +11.6% | 16,009 | $932K |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.3% | 15,967 | $930K |
| Silver Oak Advisory Group, Inc. | 0.51% | Add +30.5% | 15,784 | $919K |
| Pinnacle Financial Partners Inc | 0.02% | Reduce -2.1% | 15,668 | $913K |
| Hunter Associates Investment Management LLC | 0.15% | Add +18.4% | 15,210 | $886K |
| Avestar Capital, LLC | 0.10% | New | 15,205 | $885K |
| Ignite Planners, LLC | 0.21% | Add +17.9% | 15,022 | $878K |
| Smartleaf Asset Management LLC | 0.14% | Add +145.8% | 14,933 | $871K |
| Old Second National Bank of Aurora | 0.22% | New | 14,784 | $861K |
| Laraway Financial Advisors Inc | 0.73% | Reduce -4.4% | 14,700 | $856K |
| Avaii Wealth Management, LLC | 0.47% | Reduce -10.9% | 14,650 | $853K |
| Iron Gate Global Advisors LLC | 0.14% | Reduce -2.4% | 14,402 | $839K |
| Aries Wealth Management | 0.26% | Add +16.1% | 14,352 | $836K |
| River Street Advisors LLC | 0.52% | Add +207.3% | 14,267 | $831K |
| Acropolis Investment Management, LLC | 0.05% | No change | 14,235 | $829K |
| REAP Financial Group, LLC | 0.22% | Add +60.0% | 14,195 | $827K |
| Janus Henderson Group PLC | 0.00% | Reduce -50.6% | 14,026 | $817K |
| Houlihan Financial Resource Group, Ltd. | 0.56% | No change | 14,008 | $816K |
| Ramiah Investment Group | 0.78% | Add +5.6% | 13,760 | $801K |
| Choreo, LLC | 0.01% | Add +194.7% | 13,817 | $801K |
| Ethos Financial Group, LLC | 0.14% | Add +1.2% | 13,610 | $793K |
| CreativeOne Wealth, LLC | 0.04% | Reduce -34.2% | 13,540 | $788K |
| Betterment LLC | 0.00% | Reduce -5.1% | 12,999 | $757K |
| Shayne & Jacobs, LLC | 0.21% | Add +7.5% | 12,925 | $753K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -25.0% | 12,538 | $730K |
| Lauterbach Financial Advisors, LLC | 0.48% | Add +2.7% | 12,048 | $725K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +7.1% | 12,167 | $708K |
| Olde Wealth Management, LLC | 0.27% | Reduce -0.6% | 12,161 | $708K |
| SkyOak Wealth, LLC | 0.16% | Add +0.3% | 11,914 | $694K |
| Parkside Advisors LLC | 0.17% | Reduce -37.7% | 11,728 | $683K |
| Chandler Asset Management, Inc. | 0.14% | No change | 11,620 | $677K |
| W.H. Cornerstone Investments Inc. | 0.48% | Reduce -0.8% | 11,516 | $671K |
| Bryn Mawr Trust Advisors, LLC | 0.04% | Add +110.7% | 11,515 | $671K |
| US Bancorp \de | 0.00% | Reduce -41.1% | 11,505 | $670K |
| Clarity Capital Advisors, LLC | 0.51% | Add +5.4% | 11,383 | $663K |
| McAdam, LLC | 0.04% | Add +4.5% | 11,280 | $657K |
| Evergreen Capital Management LLC | 0.02% | Reduce -1.5% | 11,199 | $652K |
| Sinecera Capital, LLC | 0.89% | New | 11,191 | $652K |
| Concord Asset Management, LLC | 0.16% | Reduce -55.4% | 11,181 | $651K |
| Stonebridge Financial Planning Group, LLC | 0.32% | Add +113.7% | 10,965 | $638K |
| Zhang Financial LLC | 0.04% | Add +0.1% | 10,715 | $624K |
| Winch Advisory Services, LLC | 0.17% | Add +13.6% | 10,318 | $601K |
| Brookstone Capital Management | 0.01% | Add +35.1% | 10,154 | $598K |
| Operose Advisors LLC | 0.21% | Reduce -8.8% | 10,217 | $595K |
| Crestwood Advisors Group, LLC | 0.01% | Add +16.5% | 10,206 | $594K |
| Johnson Bixby & Associates, LLC | 0.10% | Add +10.3% | 10,185 | $593K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -17.1% | 10,055 | $586K |
| First Financial Bankshares Inc | 0.01% | Reduce -5.1% | 10,006 | $583K |
| Independent Advisor Alliance | 0.02% | Add +24.8% | 9,951 | $579K |
| Focus Financial Network, Inc. | 0.02% | Reduce -0.3% | 9,814 | $578K |
| Tortoise Investment Management, LLC | 0.07% | Reduce -43.1% | 9,907 | $577K |
| Power Wealth Management LLC | 0.27% | Add +1.9% | 9,805 | $571K |
| Arete Wealth Advisors, LLC | 0.05% | New | 9,607 | $559K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -14.2% | 9,358 | $545K |
| Concourse Financial Group Securities, Inc. | 0.03% | No change | 9,352 | $545K |
| Arkadios Wealth Advisors | 0.04% | Reduce -79.9% | 9,337 | $544K |
| United Community Bank | 0.21% | Add +14.1% | 9,127 | $531K |
| Flagstone Financial Management | 0.20% | Add +7.8% | 9,030 | $526K |
| Evolution Wealth Advisors, LLC | 0.10% | No change | 8,939 | $521K |
| Breakwater Investment Management | 0.23% | Add +771.7% | 8,891 | $518K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +25.8% | 8,671 | $505K |
| Prudential Financial Inc. | 0.00% | Add +3.1% | 8,625 | $502K |
| Ranch Capital Advisors Inc. | 0.26% | New | 8,558 | $498K |
| CoreCap Advisors, LLC | 0.05% | Add +2.3% | 8,504 | $495K |
| Kingswood Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 8,484 | $494K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -21.9% | 8,217 | $486K |
| Carmichael Hill & Associates, Inc. | 0.20% | Add +3.2% | 8,305 | $484K |
| D.A. Davidson & Co. | 0.00% | Add +39.5% | 8,274 | $482K |
| Birchcreek Wealth Management, LLC | 0.27% | Reduce -63.3% | 8,224 | $479K |
| Patten Group, Inc. | 0.11% | No change | 8,207 | $478K |
| Townsquare Capital LLC | 0.01% | Reduce -52.1% | 8,172 | $476K |
| Hill Investment Group Partners, LLC | 0.06% | Reduce -50.5% | 7,789 | $457K |
| Moors & Cabot, Inc. | 0.02% | Add +4.3% | 7,850 | $457K |
| Boston Family Office LLC | 0.03% | Reduce -31.6% | 7,770 | $452K |
| Perennial Investment Advisors, LLC | 0.06% | New | 7,720 | $450K |
| Blossom Wealth Management | 0.98% | Add +6.4% | 7,715 | $448K |
| Peterson Financial Group, Inc. | 2.68% | Add +16.6% | 7,550 | $440K |
| InTrack Investment Management Inc | 0.30% | Reduce -10.9% | 7,325 | $427K |
| One Wealth Map LLC | 0.26% | No change | 7,182 | $421K |
| Summit Global Investments | 0.03% | Reduce -1.2% | 7,168 | $417K |
| GeoWealth Management, LLC | 0.02% | Add +21.2% | 7,005 | $408K |
| Tennessee Valley Asset Management Partners | 0.08% | New | 6,900 | $402K |
| Prospera Financial Services Inc | 0.01% | Reduce -22.8% | 6,885 | $401K |
| Heritage Wealth Management, Inc./Texas | 0.25% | Reduce -67.7% | 6,820 | $397K |
| TrueWealth Advisors, LLC | 0.14% | Add +96.2% | 6,730 | $392K |
| American Financial Advisors, LLC | 0.06% | Add +1.1% | 6,681 | $389K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.6% | 6,642 | $387K |
| Stevens Capital Partners | 0.20% | Add +11.0% | 6,613 | $385K |
| Assetmark, Inc. | 0.00% | Reduce -32.9% | 6,604 | $385K |
| IVC Wealth Advisors LLC | 0.21% | Add +4.2% | 6,574 | $383K |
| Freestone Capital Holdings, LLC | 0.01% | New | 6,478 | $377K |
| One Day In July LLC | 0.05% | Reduce -42.3% | 6,458 | $376K |
| ETF Store, Inc. | 0.39% | Reduce -48.3% | 6,438 | $375K |
| Rothschild Investment LLC | 0.03% | Add +137.2% | 6,404 | $373K |
| Gray Wealth Management Inc. | 0.16% | Add +41.5% | 6,386 | $372K |
| WFA of San Diego, LLC | 0.33% | — | 6,340 | $369K |
| Clear Point Advisors Inc. | 0.30% | Add +0.2% | 6,284 | $366K |
| ORG Partners LLC | 0.04% | New | 6,209 | $359K |
| Facet Wealth, Inc. | 0.01% | New | 6,036 | $357K |
| National Bank of Canada | 0.00% | Reduce -13.0% | 6,150 | $355K |
| Signaturefd, LLC | 0.01% | Add +2.6% | 5,964 | $347K |
| Guidance Point Advisors, LLC | 0.11% | Add +21.7% | 5,886 | $343K |
| Rockbridge Investment Management, LCC | 0.05% | Add +0.1% | 5,864 | $341K |
| McLean Asset Management Corp | 0.11% | Reduce -23.7% | 5,801 | $339K |
| Koss-Olinger Consulting, LLC | 0.03% | New | 5,807 | $338K |
| Compass Ion Advisors, LLC | 0.05% | No change | 5,772 | $338K |
| Core Wealth Partners LLC | 0.23% | Add +43.5% | 5,784 | $337K |
| Cresset Asset Management, LLC | 0.00% | Add +40.2% | 5,752 | $335K |
| First Manhattan Co. Llc. | 0.00% | Add +42.5% | 5,637 | $328K |
| Strategic Financial Services, Inc. | 0.02% | Reduce -27.9% | 5,603 | $326K |
| Wedbush Securities Inc. | 0.01% | Add +52.6% | 5,575 | $325K |
| Investment Advisory Group, LLC | 0.12% | New | 5,504 | $321K |
| Arlington Financial Advisors, LLC | 0.07% | No change | 5,428 | $316K |
| FC Advisory LLC | 0.12% | Add +0.7% | 5,409 | $315K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -41.1% | 5,405 | $315K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -3.2% | 5,314 | $309K |
| Davidson Capital Management Inc. | 0.10% | Add +12.7% | 5,295 | $308K |
| Bokf, NA | 0.01% | Add +105.1% | 5,268 | $307K |
| Equita Financial Network, Inc. | 0.13% | Add +19.2% | 5,230 | $305K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +72.8% | 5,200 | $303K |
| Lloyd Advisory Services, LLC. | 0.14% | New | 5,193 | $302K |
| J. W. Coons Advisors, LLC | 0.06% | No change | 5,175 | $301K |
| Strait & Sound Wealth Management LLC | 0.15% | Reduce -13.2% | 5,123 | $298K |
| Sachem Hill LLC | 0.06% | Add +0.4% | 5,083 | $296K |
| Albion Financial Group | 0.02% | Add +560.0% | 4,950 | $288K |
| Continuum Advisory, LLC | 0.04% | Add +3.1% | 4,940 | $288K |
| Warner Financial, Inc. | 0.14% | New | 4,918 | $286K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 4,887 | $285K |
| Waverly Advisors, LLC | 0.01% | New | 4,836 | $282K |
| Financial Council, LLC | 0.15% | Add +0.3% | 4,746 | $276K |
| Schulz Wealth, LTD. | 0.23% | Add +4.1% | 4,711 | $274K |
| Capital Planning Advisors, LLC | 0.05% | No change | 4,710 | $274K |
| Opinicus Capital, Inc. | 0.23% | Add +0.9% | 4,679 | $272K |
| Drucker Wealth 3.0, LLC | 0.07% | — | 4,620 | $269K |
| Moody National Bank Trust Division | 0.02% | No change | 4,616 | $269K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +5.8% | 4,584 | $267K |
| Main Street Financial Solutions, LLC | 0.03% | Add +6.8% | 4,566 | $266K |
| Sharkey, Howes & Javer | 0.04% | Reduce -5.1% | 4,557 | $265K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,554 | $265K |
| Waller Financial Planning Group, Inc. | 0.07% | New | 4,549 | $265K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.6% | 4,515 | $263K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,442 | $259K |
| Latitude Advisors, LLC | 0.16% | Add +1.0% | 4,360 | $254K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -11.9% | 4,338 | $253K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +16.8% | 4,308 | $251K |
| PFG Investments, LLC | 0.02% | Reduce -89.2% | 4,301 | $250K |
| Drive Wealth Management, LLC | 0.07% | Add +0.1% | 4,276 | $249K |
| Anson Capital, Inc. | 0.24% | No change | 4,257 | $248K |
| ARK & TLK Investments, LLC | 0.09% | No change | 4,206 | $245K |
| Source Financial Advisors LLC | 0.07% | Reduce -3.5% | 4,142 | $241K |
| Sunflower Bank, N.A. | 0.06% | New | 4,108 | $239K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 4,101 | $239K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 4,065 | $237K |
| Montag A & Associates Inc. | 0.01% | No change | 4,057 | $236K |
| Falcon Wealth Planning | 0.03% | Reduce -4.6% | 3,978 | $232K |
| Greenspring Advisors, LLC | 0.06% | No change | 3,971 | $231K |
| Evoke Wealth, LLC | 0.33% | Reduce -98.3% | 3,885 | $226K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +6.4% | 3,852 | $224K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -6.0% | 3,815 | $222K |
| Columbus Macro, LLC | 0.09% | No change | 3,785 | $221K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -63.4% | 3,797 | $221K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.7% | 3,722 | $217K |
| Calamos Wealth Management LLC | 0.01% | No change | 3,679 | $214K |
| Focused Wealth Management, Inc | 0.03% | Reduce -7.0% | 3,644 | $212K |
| PFG Advisors | 0.01% | Reduce -20.6% | 3,632 | $211K |
| IHT Wealth Management, LLC | 0.01% | New | 3,600 | $210K |
| Bison Wealth, LLC | 0.03% | No change | 3,547 | $208K |
| &partners | 0.01% | New | 3,542 | $206K |
| Legacy Private Trust Co. | 0.01% | No change | 3,525 | $205K |
| Caitlin John, LLC | 0.15% | Reduce -5.9% | 3,475 | $202K |
| Austin Wealth Management, LLC | 0.05% | New | 3,433 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,380 | $197K |
| Private Trust Co. NA | 0.02% | Reduce -0.3% | 2,961 | $172K |
| Global Retirement Partners, LLC | 0.01% | Add +0.2% | 2,944 | $171K |
| Parallel Advisors, LLC | 0.00% | No change | 2,865 | $167K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 2,676 | $158K |
| RFP Financial Group LLC | 0.05% | No change | 2,489 | $145K |
| Angeles Wealth Management, LLC | 0.01% | Add +7.9% | 2,489 | $145K |
| CIBC Private Wealth Group LLC | 0.00% | Add +21.9% | 2,448 | $143K |
| First PREMIER Bank | 0.04% | No change | 2,276 | $133K |
| Webster Bank, N. A. | 0.01% | Add +127.4% | 2,188 | $127K |
| Kathleen S. Wright Associates Inc. | 0.06% | No change | 2,180 | $127K |
| Lanark Financial, Inc. | 0.01% | No change | 2,028 | $118K |
| Howe & Rusling Inc. | 0.01% | Add +29.6% | 1,933 | $113K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,803 | $105K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.3% | 1,645 | $96K |
| Semmax Financial Advisors Inc. | 0.03% | New | 1,596 | $96K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Add +8.6% | 1,630 | $95K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 1,460 | $85K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +2.5% | 1,412 | $82K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,406 | $82K |
| Pacifica Partners Inc. | 0.03% | New | 1,374 | $80K |
| Central Bank & Trust Co. | 0.01% | No change | 1,370 | $80K |
| Sound Income Strategies, LLC | 0.01% | Reduce -4.0% | 1,360 | $79K |
| Rain Capital Management, LLC | 0.06% | Add +0.6% | 1,362 | $79K |
| SouthState Bank Corp | 0.01% | Add +24.5% | 1,269 | $74K |
| Avion Wealth | 0.02% | Reduce -15.7% | 1,265 | $73K |
| Financial Gravity Asset Management, Inc. | 0.02% | New | 1,230 | $72K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,196 | $70K |
| Pineridge Advisors LLC | 0.02% | Add +21.2% | 1,182 | $69K |
| Citadel Advisors | 0.00% | Reduce -80.3% | 1,177 | $69K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.1% | 1,164 | $68K |
| Bogart Wealth, LLC | 0.00% | Reduce -20.6% | 1,122 | $65K |
| Avior Wealth Management, LLC | 0.00% | Add +661.2% | 1,119 | $65K |
| Creative Capital Management Investments LLC | 0.03% | New | 1,080 | $63K |
| Union Savings Bank | 0.03% | No change | 1,070 | $62K |
| CVA Family Office, LLC | 0.01% | No change | 1,050 | $61K |
| Trust Co. of Vermont | 0.00% | No change | 1,016 | $59K |
| Bessemer Group Inc. | 0.00% | Add +0.9% | 998 | $58K |
| NorthRock Partners, LLC | 0.00% | Add +2213.9% | 995 | $58K |
| WealthShield Partners, LLC | 0.01% | Add +424.1% | 980 | $57K |
| WR Wealth Planners, LLC | 0.02% | No change | 980 | $57K |
| WASHINGTON TRUST Co | 0.00% | Add +230.9% | 867 | $50K |
| Triad Wealth Partners, LLC | 0.03% | New | 862 | $50K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.1% | 846 | $49K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | No change | 795 | $46K |
| First Pacific Financial | 0.01% | Reduce -47.2% | 748 | $44K |
| JFS Wealth Advisors, LLC | 0.00% | New | 747 | $43K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -96.0% | 746 | $43K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 701 | $41K |
| Headlands Technologies LLC | 0.00% | New | 623 | $36K |
| Beacon Capital Management, LLC | 0.01% | New | 612 | $36K |
| AllSquare Wealth Management LLC | 0.02% | No change | 607 | $35K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -8.9% | 607 | $35K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 594 | $35K |
| Geneos Wealth Management Inc. | 0.00% | Add +3072.2% | 571 | $33K |
| Hobbs Group Advisors, LLC | 0.01% | — | 540 | $31K |
| Parkside Financial Bank & Trust | 0.00% | New | 536 | $31K |
| Johnson Financial Group, Inc. | 0.00% | No change | 531 | $31K |
| GAMMA Investing LLC | 0.00% | New | 531 | $31K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -9.2% | 531 | $31K |
| Aspire Private Capital, LLC | 0.01% | Add +1672.4% | 514 | $30K |
| Colonial Trust Co / SC | 0.01% | No change | 503 | $29K |
| Fifth Third Bancorp | 0.00% | Add +70.7% | 483 | $28K |
| Spire Wealth Management | 0.00% | Add +3.6% | 465 | $27K |
| New Republic Capital, LLC | 0.01% | No change | 453 | $26K |
| Anchor Investment Management, LLC | 0.00% | No change | 429 | $25K |
| Castleview Partners, LLC | 0.01% | No change | 407 | $24K |
| International Assets Investment Management, LLC | 0.00% | New | 345 | $20K |
| Fairman Group, LLC | 0.02% | No change | 338 | $20K |
| Coppell Advisory Solutions LLC | 0.00% | — | 329 | $19K |
| Versant Capital Management, Inc | 0.00% | Reduce -62.2% | 327 | $19K |
| Global Trust Asset Management, LLC | 0.01% | No change | 313 | $18K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -19.6% | 299 | $18K |
| Sachetta, LLC | 0.01% | Reduce -52.9% | 288 | $17K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +7.4% | 291 | $17K |
| Community Bank, N.A. | 0.00% | No change | 290 | $17K |
| Strengthening Families & Communities, LLC | 0.00% | Add +1.2% | 249 | $14K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -82.0% | 223 | $13K |
| Richardson Capital Management LLC | 0.01% | Add +0.9% | 214 | $12K |
| Hoese & Co LLP | 0.01% | No change | 204 | $12K |
| Ridgewood Investments LLC | 0.01% | New | 198 | $12K |
| Great Lakes Retirement, Inc. | 0.00% | New | 186 | $11K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 174 | $10K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 162 | $9K |
| Centennial Bank | 0.00% | No change | 162 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -88.3% | 157 | $9K |
| Chris Bulman Inc | 0.01% | — | 154 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 136 | $8K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.8% | 129 | $8K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 108 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 107 | $6K |
| Covestor Ltd | 0.00% | Reduce -97.7% | 105 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 99 | $6K |
| ZynergyRetirementPlanningLLC | 0.00% | — | 97 | $6K |
| Wit, LLC | 0.16% | No change | 89 | $5K |
| McIlrath & Eck, LLC | 0.00% | New | 88 | $5K |
| AlphaMark Advisors, LLC | 0.00% | No change | 86 | $5K |
| Ancora Advisors LLC | 0.00% | Reduce -37.5% | 85 | $5K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 78 | $5K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 70 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -99.7% | 70 | $4K |
| City State Bank | 0.00% | New | 58 | $3K |
| Opal Wealth Advisors, LLC | 0.00% | New | 56 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 44 | $3K |
| Phillips Financial Management, LLC | 0.00% | No change | 43 | $3K |
| Investors Research Corp | 0.00% | Reduce -85.1% | 37 | $2K |
| Winthrop Capital Management, LLC | 0.00% | No change | 39 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -87.0% | 33 | $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% | No change | 20 | $1K |
| CENTRAL TRUST Co | 0.00% | No change | 16 | $932 |
| Rakuten Securities, Inc. | 0.00% | Add +550.0% | 13 | $757 |
| Realta Investment Advisors | 0.00% | No change | 11 | $641 |
| Strategic Financial Concepts, LLC | 0.00% | New | 28,245 | $478 |
| First Personal Financial Services | 0.00% | No change | 5 | $292 |
| Orion Capital Management LLC | 0.00% | No change | 4 | $233 |
"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.