Vanguard Intermediate-Term TVGITETF
13F holders, Q3 2024 (September 30)711holders +34
80new positions
46sold out
5famous investors
$60.40avg. 13F price*
At the end of Q3 2024, 711 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, up 34 from Q2 2024. 80 opened new positions and 46 sold out. The largest holders were JPMorgan Chase & Co. ($4.3B), Bank of America Corp. ($3.1B) and Morgan Stanley ($1.3B). 5 famous investors held it, including Ken Fisher (0.2% of Fisher Asset Management's portfolio), Leon Cooperman (0.0% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $679.0M |
| Exits | 46 | $178.3M |
All 13F filers, Q2 2024 → Q3 2024: 35,788,259 shares bought and 16,497,807 shares sold, net +19,290,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 711 holders
| JPMorgan Chase & Co. | 0.35% | Add +0.4% | 71,703,173 | $4.3B |
| Bank of America Corp. | 0.27% | Add +3.1% | 50,870,356 | $3.1B |
| Morgan Stanley | 0.09% | Add +8.1% | 20,892,803 | $1.3B |
| FMR LLC | 0.07% | Reduce -23.1% | 17,980,313 | $1.1B |
| Empower Advisory Group, LLC | 3.22% | Add +4.3% | 15,788,033 | $953.9M |
| Creative Planning | 0.69% | Add +7.8% | 11,557,959 | $698.3M |
| SCS Capital Management LLC | 12.14% | Add +2.0% | 9,964,329 | $602.0M |
| Rwa Wealth Partners, LLC | 6.36% | Add +1.1% | 8,436,146 | $509.7M |
| Focus Partners Wealth | 1.35% | New | 7,010,913 | $423.6M |
| Ameriprise Financial Inc. | 0.10% | Add +9.0% | 6,424,007 | $388.0M |
| Fisher Asset Management | 0.16% | Reduce -15.1% | 6,397,801 | $386.6M |
| Nepc LLC | 11.60% | Add +0.8% | 6,368,230 | $384.8M |
| State Street Corp. | 0.01% | Reduce -5.2% | 5,500,000 | $332.3M |
| Summit Trail Advisors, LLC | 5.98% | Add +36.2% | 3,992,551 | $241.2M |
| UBS Group AG | 0.06% | Add +6.8% | 3,794,591 | $229.3M |
| Focus Partners Advisor Solutions, LLC | 4.74% | Add +309.1% | 3,728,583 | $225.3M |
| Blue Trust, Inc. | 2.93% | Add +3.4% | 3,851,320 | $224.3M |
| Wells Fargo & Company | 0.05% | Add +32.5% | 3,680,506 | $222.4M |
| Municipal Employees' Retirement System of Michigan | 2.70% | No change | 3,390,733 | $204.9M |
| Heritage Financial Services, LLC | 21.35% | Add +4.0% | 2,658,155 | $160.6M |
| Midland Wealth Advisors, LLC | 9.06% | Reduce -31.3% | 2,556,294 | $154.5M |
| HighTower Advisors, LLC | 0.23% | Add +8.4% | 2,532,606 | $153.0M |
| GenTrust, LLC | 7.27% | Add +5.4% | 2,458,202 | $148.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +2.4% | 2,423,498 | $146.4M |
| Cerity Partners LLC | 0.31% | Add +29.1% | 2,291,226 | $138.4M |
| Morningstar Investment Services LLC | 1.32% | Add +4.7% | 2,132,068 | $129.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -3.5% | 2,049,296 | $123.8M |
| Partners Capital Investment Group, LLP | 1.97% | Add +369.0% | 2,038,227 | $123.1M |
| Foster Group, Inc. | 4.58% | Add +1.7% | 2,033,310 | $122.9M |
| Bank of New York Mellon Corp | 0.02% | Reduce -1.5% | 2,032,301 | $122.8M |
| Mather Group, Llc. | 1.44% | Reduce -55.0% | 1,860,647 | $112.4M |
| Corient Private Wealth LP | 0.17% | Add +223.4% | 1,818,691 | $109.9M |
| Gitterman Wealth Management, LLC | 44.91% | Add +99.2% | 1,783,045 | $107.7M |
| LPL Financial LLC | 0.05% | Add +23.4% | 1,690,053 | $102.1M |
| Edgehill Endowment Partners, LLC | 16.86% | Add +0.9% | 1,621,749 | $98.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +128.6% | 1,527,836 | $92.3M |
| Bangor Savings Bank | 8.12% | Add +3.1% | 1,428,566 | $86.3M |
| First Interstate Bank | 5.02% | Reduce -39.8% | 1,366,684 | $82.6M |
| Jordan Park Group LLC | 5.49% | Reduce -9.5% | 1,331,685 | $80.5M |
| Valeo Financial Advisors, LLC | 2.29% | Add +8.2% | 1,324,383 | $80.0M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +0.1% | 1,309,205 | $79.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.08% | Add +8.4% | 1,285,300 | $77.6M |
| Moss Adams Wealth Advisors LLC | 7.54% | Reduce -2.9% | 1,140,196 | $68.9M |
| NorthCoast Asset Management LLC | 0.48% | New | 1,138,826 | $68.1M |
| Texas Treasury Safekeeping Trust Co. | 2.41% | No change | 1,124,530 | $67.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.52% | Add +9.0% | 1,095,154 | $66.2M |
| Valmark Advisers, Inc. | 1.01% | Add +5.9% | 1,072,424 | $64.8M |
| Flputnam Investment Management Co. | 1.14% | Add +6.7% | 1,049,164 | $63.4M |
| Brandywine Oak Private Wealth LLC | 5.92% | Add +0.7% | 1,012,464 | $61.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.96% | Add +18.1% | 987,500 | $59.7M |
| Kingsview Wealth Management, LLC | 1.18% | Add +21.3% | 926,718 | $56.0M |
| Burney Co./ | 1.87% | Add +68.7% | 869,125 | $52.5M |
| Cardinal Point Capital Management ULC | 8.53% | Add +14.0% | 847,275 | $51.2M |
| Lake Street Advisors Group, LLC | 2.29% | Add +0.3% | 819,331 | $49.5M |
| Libra Wealth LLC | 19.02% | Add +4.3% | 787,833 | $47.6M |
| Cliffwater LLC | 10.73% | No change | 767,859 | $46.4M |
| Hanson & Doremus Investment Management | 7.37% | Add +6.9% | 767,492 | $46.4M |
| Tanglewood Wealth Management, Inc. | 5.25% | Reduce -3.9% | 753,483 | $45.5M |
| Kathmere Capital Management, LLC | 4.21% | New | 742,093 | $44.8M |
| Atria Investments, Inc | 0.55% | Reduce -0.7% | 728,934 | $44.0M |
| Opus Capital Group, LLC | 5.34% | Add +13.8% | 707,766 | $42.8M |
| Badgley Phelps Wealth Managers, LLC | 0.99% | Add +2.1% | 703,822 | $42.5M |
| Proffitt & Goodson Inc. | 6.94% | Add +3.0% | 701,061 | $42.4M |
| PrairieView Partners, LLC | 4.38% | Add +7.3% | 697,867 | $42.2M |
| Truist Financial Corp. | 0.07% | Reduce -13.9% | 692,888 | $41.9M |
| Johns Hopkins University | 1.55% | New | 682,604 | $41.2M |
| Cambridge Associates LLC /Ma/ | 1.51% | Add +75.2% | 668,384 | $40.4M |
| Birchbrook, Inc. | 21.23% | Reduce -2.2% | 633,704 | $38.3M |
| Traphagen Investment Advisors LLC | 3.64% | Add +6.5% | 596,947 | $36.1M |
| GLOBALT Investments LLC / GA | 1.34% | Reduce -4.4% | 592,418 | $35.8M |
| AE Wealth Management LLC | 0.32% | Add +22.8% | 589,438 | $35.6M |
| Executive Wealth Management, LLC | 2.78% | Add +2.5% | 587,281 | $35.5M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +0.9% | 585,685 | $35.4M |
| Oakworth Capital, Inc. | 2.35% | Add +10.8% | 560,321 | $33.9M |
| Thrivent Financial for Lutherans | 0.06% | Add +37.3% | 554,269 | $33.5M |
| MilWealth Group LLC | 9.57% | Add +4.0% | 539,744 | $32.6M |
| Royal Bank of Canada | 0.01% | Add +21.8% | 521,980 | $31.5M |
| Montag A & Associates Inc. | 1.48% | Add +12663.5% | 517,814 | $31.3M |
| RiverFront Investment Group, LLC | 0.73% | Add +3.7% | 516,042 | $31.2M |
| Portland Global Advisors LLC | 3.89% | Add +2.2% | 511,999 | $30.9M |
| Cable Hill Partners, LLC | 2.96% | New | 498,985 | $30.1M |
| Albion Financial Group | 1.97% | Add +9416.3% | 471,059 | $28.5M |
| Jackson Thornton Wealth Management, LLC | 3.76% | Add +52.1% | 470,225 | $28.4M |
| Evergreen Advisors, LLC | 7.77% | Add +3.7% | 465,821 | $28.1M |
| Mariner, LLC | 0.05% | Add +1.4% | 445,559 | $26.9M |
| Cape Cod Five Cents Savings Bank | 2.46% | Add +10.9% | 445,355 | $26.9M |
| Wooster Corthell Wealth Management, Inc. | 5.73% | Add +1.8% | 445,070 | $26.9M |
| Vanguard Group Inc. | 0.00% | Add +29.5% | 436,381 | $26.4M |
| Roundview Capital LLC | 1.90% | Add +1.9% | 434,017 | $26.2M |
| Northwest Wealth Management, LLC | 6.06% | Add +26.2% | 429,771 | $26.0M |
| 1834 Investment Advisors Co. | 2.99% | Reduce -8.8% | 425,202 | $25.7M |
| Towneley Capital Management, Inc / DE | 5.80% | Add +1.9% | 423,829 | $25.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.11% | Add +18.4% | 408,737 | $24.8M |
| BSW Wealth Partners | 3.71% | Add +3.7% | 408,657 | $24.7M |
| Boston Financial Mangement LLC | 0.70% | Add +14.2% | 389,427 | $23.5M |
| Cypress Financial Planning LLC | 8.64% | Add +11.7% | 386,957 | $23.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +19.8% | 382,640 | $23.1M |
| Kestra Advisory Services, LLC | 0.12% | Add +5.2% | 371,475 | $22.4M |
| Arista Wealth Management, LLC | 5.21% | Add +7.6% | 359,162 | $21.7M |
| Emprise Bank | 12.04% | Add +26.6% | 346,015 | $20.9M |
| Cetera Investment Advisers | 0.05% | Add +22.5% | 345,792 | $20.9M |
| Nova R Wealth, Inc. | 10.21% | Add +0.8% | 343,319 | $20.7M |
| Foundations Investment Advisors, LLC | 0.43% | Add +520.4% | 342,259 | $20.7M |
| Old National Bancorp | 0.46% | Add +4.3% | 332,013 | $20.1M |
| Addison Advisors LLC | 5.53% | Add +61.6% | 329,595 | $19.9M |
| Stifel Financial Corp. | 0.02% | Add +0.2% | 329,167 | $19.9M |
| Baird Financial Group, Inc. | 0.04% | Add +7.3% | 327,222 | $19.8M |
| Creative Financial Designs Inc. | 1.65% | Add +10.4% | 323,373 | $19.5M |
| Ameritas Advisory Services, LLC | 0.83% | Reduce -35.5% | 319,207 | $19.3M |
| Farther Finance Advisors, LLC | 0.72% | Add +21.8% | 316,296 | $19.1M |
| Private Wealth Management Group, LLC | 7.30% | Add +4.6% | 305,908 | $18.5M |
| Raymond James & Associates | 0.01% | Reduce -27.7% | 293,914 | $17.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +23.2% | 290,116 | $17.5M |
| Roble, Belko & Company, Inc | 2.75% | Reduce -1.9% | 288,365 | $17.4M |
| OneAscent Wealth Management LLC | 6.57% | Add +0.2% | 286,495 | $17.3M |
| Pathstone Holdings, LLC | 0.08% | New | 284,140 | $17.2M |
| Bank of Montreal | 0.01% | Add +40.6% | 272,410 | $16.5M |
| Vise Technologies, Inc. | 2.07% | Add +5.5% | 269,438 | $16.3M |
| Evoke Wealth, LLC | 0.43% | Add +6562.4% | 258,833 | $15.6M |
| Pictet North America Advisors SA | 1.54% | Reduce -4.4% | 256,719 | $15.5M |
| Wade Financial Advisory, Inc | 5.20% | Add +5.1% | 255,807 | $15.5M |
| WBH Advisory Inc. | 1.46% | Add +14.5% | 254,578 | $15.4M |
| Capital Investment Services of America, Inc. | 1.45% | Add +0.8% | 252,196 | $15.2M |
| Whelan Financial | 6.14% | Add +1.7% | 246,712 | $14.9M |
| Merit Financial Group, LLC | 0.33% | Add +6.8% | 246,198 | $14.9M |
| Peirce Capital Management, LLC | 7.37% | Add +2.0% | 242,807 | $14.7M |
| NewEdge Wealth, LLC | 0.26% | Add +7.2% | 237,631 | $14.4M |
| Staley Capital Advisers Inc. | 0.64% | Add +6.5% | 235,490 | $14.2M |
| Stratos Wealth Advisors, LLC | 0.65% | Add +8.4% | 232,564 | $14.1M |
| RKL Wealth Management LLC | 1.22% | Add +17.6% | 223,122 | $13.5M |
| Roth Financial Partners LLC | 5.27% | Add +3.2% | 218,344 | $13.2M |
| 25 LLC | 5.68% | Add +8.7% | 216,680 | $13.1M |
| MassMutual Private Wealth & Trust, FSB | 0.37% | Add +21.4% | 215,268 | $13.0M |
| Jane Street Group, LLC | 0.02% | Add +164.5% | 214,930 | $13.0M |
| Hassell Wealth Management, LLC | 5.41% | Add +5.8% | 219,492 | $12.9M |
| MML Investors Services, LLC | 0.05% | Reduce -1.3% | 205,507 | $12.4M |
| Quaker Wealth Management, LLC | 4.54% | — | 205,181 | $12.4M |
| Osaic Holdings, Inc. | 0.03% | Add +17.6% | 204,924 | $12.4M |
| Legacy PCG, LLC | 8.71% | Add +5.0% | 202,441 | $12.2M |
| Elevate Wealth Advisory, Inc. | 9.07% | Add +2.8% | 202,155 | $12.2M |
| MainStreet Investment Advisors LLC | 1.61% | Add +8.2% | 200,553 | $12.1M |
| Wealthcare Advisory Partners LLC | 0.35% | Add +8.6% | 200,475 | $12.1M |
| Empowered Funds, LLC | 0.19% | Add +1.2% | 201,035 | $12.1M |
| North Ridge Wealth Advisors, Inc. | 8.02% | Add +7.8% | 195,217 | $11.8M |
| Gunma Bank,Ltd. | 4.85% | Add +39.3% | 195,000 | $11.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.5% | 194,123 | $11.7M |
| Rockefeller Capital Management L.P. | 0.03% | Add +8.4% | 189,325 | $11.4M |
| Ami Investment Management Inc. | 3.82% | Reduce -0.6% | 186,986 | $11.3M |
| Newport Capital Group, LLC | 8.31% | Reduce -2.2% | 186,560 | $11.3M |
| Lowe Brockenbrough & Co. Inc. | 0.71% | Add +22.3% | 184,427 | $11.1M |
| Morningstar Investment Management LLC | 1.10% | Add +183.2% | 187,584 | $11.1M |
| World Investment Advisors | 0.34% | Add +14.4% | 181,371 | $11.0M |
| Bremer Bank National Association | 2.06% | No change | 181,149 | $10.9M |
| Family Wealth Partners, LLC | 5.58% | Reduce -0.6% | 180,433 | $10.9M |
| M&T Bank Corp | 0.04% | Add +32.6% | 178,493 | $10.8M |
| Salomon & Ludwin, LLC | 1.07% | Add +23.0% | 173,169 | $10.5M |
| Anderson Hoagland & Co. | 1.06% | Reduce -2.5% | 174,286 | $10.4M |
| Tillman Hartley LLC | 3.07% | Add +36.9% | 171,058 | $10.3M |
| Archford Capital Strategies, LLC | 1.55% | Add +3.5% | 173,986 | $10.3M |
| Kings Path Partners LLC | 4.28% | Add +9.5% | 168,693 | $10.2M |
| Synovus Financial Corp. | 0.12% | Add +81.9% | 167,028 | $10.1M |
| Vernal Point Advisors, LLC | 7.55% | Reduce -2.9% | 161,392 | $9.8M |
| Seaside Wealth Management, Inc. | 3.67% | Add +6.4% | 160,765 | $9.7M |
| PNC Financial Services Group, Inc. | 0.01% | Add +13.4% | 160,029 | $9.7M |
| Ameraudi Asset Management, Inc. | 4.37% | Add +9.2% | 158,821 | $9.6M |
| Jones Financial Companies LLLP | 0.01% | Add +6.8% | 156,863 | $9.5M |
| First Affirmative Financial Network | 5.20% | Add +0.8% | 157,077 | $9.5M |
| Cravens & Co Advisors, LLC | 7.27% | Add +20.4% | 155,753 | $9.4M |
| Mayport, LLC | 2.94% | Add +37.1% | 151,885 | $9.2M |
| Waterway Wealth Management, LLC | 3.73% | Reduce -41.4% | 143,776 | $8.7M |
| Axos Invest Inc. | 5.94% | — | 143,622 | $8.7M |
| StrongBox Wealth, LLC | 3.65% | Add +18.3% | 141,118 | $8.5M |
| EverSource Wealth Advisors, LLC | 0.54% | Add +16.9% | 140,318 | $8.5M |
| Private Advisor Group, LLC | 0.05% | Add +15.0% | 139,692 | $8.4M |
| Shotwell Rutter Baer Inc | 6.40% | Add +4.2% | 130,486 | $7.8M |
| Cambria Investment Management, L.P. | 0.46% | Reduce -1.3% | 127,418 | $7.7M |
| Kingdom Financial Group LLC. | 5.72% | Add +7.5% | 126,596 | $7.6M |
| Souders Financial Advisors | 1.06% | Add +6.5% | 126,465 | $7.6M |
| FFT Wealth Management LLC | 0.58% | Add +686.2% | 126,229 | $7.6M |
| Stableford Capital II LLC | 3.03% | Reduce -0.4% | 127,537 | $7.6M |
| Aerodigm Wealth, LLC | 4.76% | Add +16.4% | 124,698 | $7.5M |
| Hara Capital LLC | 4.67% | Reduce -0.8% | 124,215 | $7.5M |
| Brickley Wealth Management | 1.53% | Add +0.6% | 123,876 | $7.5M |
| Dynamic Wealth Strategies, LLC | 6.06% | Add +4.0% | 122,916 | $7.4M |
| Baldwin Wealth Partners LLC | 0.49% | Add +4.8% | 118,121 | $7.1M |
| Sanctuary Advisors, LLC | 0.05% | Add +54.8% | 122,000 | $7.1M |
| R. W. Roge & Company, Inc. | 3.78% | Reduce -2.0% | 117,190 | $7.1M |
| Squire Investment Management Company, LLC | 3.34% | Add +27.5% | 116,298 | $7.0M |
| Mosaic Advisors LLC | 5.37% | Add +0.8% | 116,137 | $7.0M |
| Beverly Hills Private Wealth, LLC | 1.41% | Add +111.1% | 114,563 | $6.9M |
| Citigroup Inc. | 0.01% | Reduce -1.5% | 114,495 | $6.9M |
| AQR Capital Management | 0.01% | No change | 112,134 | $6.8M |
| Foster & Motley Inc. | 0.43% | Reduce -1.7% | 111,430 | $6.7M |
| Rogco, LP | 2.64% | Reduce -2.4% | 111,407 | $6.7M |
| Net Worth Advisory Group | 1.98% | — | 110,411 | $6.7M |
| Baker Boyer National Bank | 2.23% | Reduce -0.1% | 109,888 | $6.6M |
| Agilis Partners LLC | 1.80% | No change | 106,201 | $6.4M |
| Sharp Wealth Advisory, LLC | 4.88% | Add +11.8% | 104,591 | $6.3M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -6.2% | 104,177 | $6.3M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +200.6% | 103,202 | $6.2M |
| Silverleafe Capital Partners, LLC | 2.16% | Add +10.2% | 101,045 | $6.1M |
| Alps Advisors Inc. | 0.04% | Reduce -4.0% | 98,487 | $6.0M |
| Cantor Fitzgerald Investment Advisors L.P. | 0.40% | Reduce -1.3% | 98,158 | $5.9M |
| Monumental Financial Group Inc. | 2.17% | Reduce -5.2% | 96,849 | $5.9M |
| Marietta Wealth Management, LLC | 0.85% | Reduce -1.4% | 96,779 | $5.8M |
| Fluent Financial, LLC | 2.76% | Add +3.8% | 94,926 | $5.7M |
| Montecito Bank & Trust | 0.98% | Add +65.1% | 94,839 | $5.7M |
| Theory Financial LLC | 2.50% | Add +3.3% | 96,356 | $5.7M |
| Regions Financial Corp. | 0.04% | Add +1.4% | 93,674 | $5.7M |
| Principal Securities, Inc. | 0.13% | Add +37.7% | 92,238 | $5.6M |
| Integrated Advisors Network LLC | 0.26% | Reduce -0.3% | 91,046 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -0.3% | 90,588 | $5.5M |
| Global Wealth Management Investment Advisory, Inc. | 1.17% | Add +4.3% | 89,858 | $5.4M |
| Atlas Capital Advisors Inc. | 0.83% | Reduce -0.6% | 89,575 | $5.4M |
| RFG Advisory, LLC | 0.16% | Add +2.7% | 89,183 | $5.4M |
| Wit, LLC | 0.15% | — | 89 | $5.3M |
| Bailard, Inc. | 0.14% | New | 88,011 | $5.3M |
| Fermata Advisors, LLC | 1.07% | Add +6.4% | 87,239 | $5.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | No change | 87,100 | $5.3M |
| Peoples Bank | 2.67% | Reduce -2.5% | 86,636 | $5.2M |
| Marion Wealth Management | 1.38% | Add +5.0% | 85,808 | $5.2M |
| Websterrogers Financial Advisors, LLC | 1.80% | Reduce -8.5% | 84,997 | $5.1M |
| Secure Asset Management, LLC | 0.87% | New | 84,774 | $5.1M |
| Kraft Asset Management, LLC | 3.99% | Add +10.8% | 84,332 | $5.1M |
| Ackerman Capital Advisors, LLC | 1.31% | Reduce -12.7% | 83,779 | $5.1M |
| Buska Wealth Management, LLC | 1.75% | Add +37.7% | 83,228 | $5.0M |
| Cwm, LLC | 0.02% | Reduce -48.5% | 82,099 | $5.0M |
| OMNI 360 Wealth, Inc. | 3.35% | Add +2.6% | 80,774 | $4.9M |
| Blume Capital Management, Inc. | 1.09% | Reduce -10.5% | 80,065 | $4.8M |
| Checchi Capital Advisers, LLC | 0.36% | Add +2.3% | 80,027 | $4.8M |
| REDW Wealth LLC | 1.23% | Reduce -4.3% | 79,437 | $4.8M |
| Resonant Capital Advisors, LLC | 0.35% | Reduce -4.6% | 79,276 | $4.8M |
| Comerica Bank | 0.02% | Reduce -21.5% | 78,283 | $4.7M |
| Burkett Financial Services, LLC | 1.93% | Add +100.6% | 77,473 | $4.7M |
| Howard Bailey Securities, LLC | 1.75% | — | 76,261 | $4.6M |
| SMART Wealth LLC | 1.80% | Reduce -5.5% | 75,834 | $4.6M |
| NewEdge Advisors, LLC | 0.03% | Reduce -31.9% | 75,545 | $4.6M |
| Kestra Private Wealth Services, LLC | 0.08% | Reduce -11.6% | 75,337 | $4.6M |
| Coldstream Capital Management Inc. | 0.10% | Add +18.8% | 74,706 | $4.5M |
| Benjamin Edwards Inc. | 0.07% | New | 74,624 | $4.5M |
| True Link Financial Advisors, LLC | 0.37% | No change | 71,443 | $4.3M |
| Pinnacle Financial Partners Inc | 0.09% | Add +355.7% | 71,399 | $4.3M |
| Connecticut Wealth Management, LLC | 0.21% | Reduce -15.2% | 71,068 | $4.3M |
| Walker Financial Services, Inc. | 2.88% | Add +14.0% | 70,414 | $4.3M |
| Auour Investments LLC | 1.52% | Add +3.5% | 72,182 | $4.3M |
| HRT Financial LP | 0.02% | New | 69,584 | $4.2M |
| Diversify Wealth Management, LLC | 0.40% | Reduce -2.1% | 70,810 | $4.2M |
| DDFG, Inc | 1.18% | Add +7.1% | 68,508 | $4.1M |
| Harvest Portfolios Group Inc. | 0.14% | Add +106.3% | 68,041 | $4.1M |
| Ranch Capital Advisors Inc. | 1.92% | Add +689.2% | 67,542 | $4.1M |
| LifePlan Financial, LLC | 3.47% | Add +1.5% | 66,940 | $4.0M |
| PYA Waltman Capital, LLC | 1.31% | Add +5.1% | 66,518 | $4.0M |
| CWC Advisors, LLC. | 3.96% | — | 66,368 | $4.0M |
| Alexander Labrunerie & Co., Inc. | 1.85% | New | 65,961 | $4.0M |
| Alhambra Investment Management LLC | 2.04% | Reduce -49.3% | 65,130 | $3.9M |
| Financial Advisory Partners, LLC | 1.30% | Add +25.5% | 64,977 | $3.9M |
| Nilsine Partners, LLC | 0.51% | Add +6.4% | 64,610 | $3.9M |
| IRON Financial LLC | 2.12% | Reduce -3.4% | 64,320 | $3.9M |
| Franklin Resources Inc. | 0.00% | Reduce -3.8% | 64,903 | $3.8M |
| LFA - Lugano Financial Advisors SA | 2.61% | Add +10.1% | 63,453 | $3.8M |
| Simplicity Wealth,LLC | 0.35% | Reduce -9.2% | 62,818 | $3.8M |
| Nicolet Advisory Services, LLC | 0.36% | Add +4.7% | 63,032 | $3.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +16.3% | 62,560 | $3.8M |
| RB Capital Management, LLC | 0.92% | Add +7.4% | 61,821 | $3.7M |
| James Investment Research, Inc. | 0.43% | Reduce -0.5% | 61,658 | $3.7M |
| Pathway Financial Advisors LLC | 0.94% | Add +3.3% | 60,820 | $3.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.2% | 60,609 | $3.7M |
| Dorsey & Whitney Trust CO LLC | 0.19% | Reduce -20.0% | 60,571 | $3.7M |
| Hancock Whitney Corp. | 0.12% | Add +4.3% | 60,300 | $3.6M |
| Kingswood Wealth Advisors, LLC | 0.26% | Add +605.1% | 59,818 | $3.6M |
| Foster Victor Wealth Advisors, LLC | 0.29% | Reduce -0.6% | 60,815 | $3.6M |
| Bull Street Advisors, LLC | 1.66% | Reduce -3.2% | 59,240 | $3.6M |
| Brown Advisory Inc. | 0.00% | Add +8.9% | 58,820 | $3.6M |
| Altiora Financial Group, LLC | 0.75% | Add +0.1% | 56,007 | $3.4M |
| Tiff Advisory Services, LLC | 1.12% | No change | 55,717 | $3.4M |
| Hennion & Walsh Asset Management, Inc. | 0.16% | Add +5.3% | 55,293 | $3.3M |
| Hikari Tsushin, Inc. | 0.24% | No change | 54,954 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +15.6% | 53,642 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -6.0% | 53,234 | $3.2M |
| Blair William & Co. | 0.01% | Reduce -1.8% | 52,875 | $3.2M |
| Two Sigma Securities, LLC | 0.25% | New | 52,269 | $3.2M |
| Northern Trust Corp. | 0.00% | Add +33.5% | 51,412 | $3.1M |
| Middleton & Co. Inc. | 0.34% | Add +66.2% | 50,530 | $3.1M |
| Harbour Investments, Inc. | 0.09% | Add +17.4% | 49,670 | $3.0M |
| OneDigital Investment Advisors LLC | 0.03% | Add +18.1% | 49,171 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.25% | Add +0.1% | 48,794 | $2.9M |
| Stonehearth Capital Management, LLC | 1.14% | Add +0.9% | 47,419 | $2.9M |
| Bragg Financial Advisors, Inc | 0.12% | Add +0.1% | 46,738 | $2.8M |
| Wedmont Private Capital | 0.16% | Add +5.1% | 46,834 | $2.8M |
| AlTi Global, Inc. | 0.07% | Add +1.1% | 45,944 | $2.8M |
| Sfm, LLC | 2.07% | Reduce -6.6% | 45,818 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +2.0% | 45,387 | $2.7M |
| Transcendent Capital Group LLC | 1.40% | Reduce -6.8% | 45,306 | $2.7M |
| Human Investing LLC | 0.49% | Add +1.7% | 45,139 | $2.7M |
| LJI Wealth Management, LLC | 0.55% | Add +0.0% | 44,774 | $2.7M |
| Graypoint LLC | 0.17% | Add +15.8% | 44,674 | $2.7M |
| Orcam Financial Group | 2.54% | Add +15.0% | 43,404 | $2.6M |
| TD Private Client Wealth LLC | 0.08% | Reduce -0.4% | 43,271 | $2.6M |
| UMB Bank, n.a. | 0.04% | Reduce -5.5% | 43,039 | $2.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.25% | Add +2.1% | 42,988 | $2.6M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -3.9% | 41,688 | $2.5M |
| Cherry Tree Wealth Management, LLC | 0.59% | Reduce -6.0% | 40,882 | $2.5M |
| Earned Wealth Advisors, LLC | 0.73% | Add +8.4% | 39,521 | $2.4M |
| Signet Financial Management, LLC | 0.30% | Reduce -2.2% | 38,977 | $2.4M |
| Sandy Spring Bank | 0.10% | Add +3.6% | 38,790 | $2.3M |
| Mgo One Seven LLC | 0.10% | Reduce -2.6% | 38,476 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +9.4% | 38,249 | $2.3M |
| Consolidated Portfolio Review Corp | 0.51% | Add +7.5% | 38,111 | $2.3M |
| Trust Co | 0.28% | Add +27.3% | 38,006 | $2.3M |
| Rothschild Investment LLC | 0.15% | Add +487.8% | 37,640 | $2.3M |
| Ascentis Independent Advisors | 0.35% | Add +3.4% | 37,590 | $2.3M |
| Summit Wealth & Retirement Planning, Inc. | 0.72% | Reduce -11.7% | 37,100 | $2.2M |
| Merriman Wealth Management, LLC | 0.09% | Add +30.3% | 37,028 | $2.2M |
| Claris Advisors, LLC / Mo / | 0.96% | Add +61.1% | 36,815 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +10.4% | 36,475 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +10.4% | 36,475 | $2.2M |
| Wealthfront Advisers LLC | 0.01% | Add +33.8% | 36,129 | $2.2M |
| Hexagon Capital Partners LLC | 0.42% | Add +3.4% | 35,462 | $2.1M |
| Wealthcare Capital Management LLC | 0.21% | Reduce -4.0% | 35,325 | $2.1M |
| Paragon Capital Management Ltd | 0.42% | Reduce -90.8% | 35,246 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.5% | 35,131 | $2.1M |
| Raymond James Trust N.A. | 0.05% | Add +29.0% | 34,441 | $2.1M |
| Whitcomb & Hess, Inc. | 0.61% | Add +0.4% | 34,140 | $2.1M |
| CW Advisors, LLC | 0.03% | Reduce -6.3% | 33,848 | $2.0M |
| CreativeOne Wealth, LLC | 0.07% | Add +149.8% | 33,822 | $2.0M |
| Cobblestone Capital Advisors LLC | 0.11% | Add +83.0% | 33,769 | $2.0M |
| Cornerstone Wealth Advisors, Inc. | 0.56% | Add +0.8% | 33,350 | $2.0M |
| Shufro Rose & Co. LLC | 0.16% | No change | 34,588 | $2.0M |
| IFG Advisory, LLC | 0.13% | Reduce -1.5% | 33,028 | $2.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -13.4% | 32,826 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +3.9% | 32,112 | $1.9M |
| Strategic Financial Services, Inc. | 0.11% | Add +460.7% | 31,414 | $1.9M |
| WESCAP Management Group, Inc. | 0.47% | Add +40.4% | 31,362 | $1.9M |
| Kovack Advisors, Inc. | 0.20% | Reduce -1.3% | 30,889 | $1.9M |
| Financial Counselors Inc. | 0.03% | New | 30,823 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Reduce -2.2% | 31,302 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +45.4% | 30,575 | $1.8M |
| MIdWestOne Financial Group, Inc. | 0.25% | New | 30,476 | $1.8M |
| Compound Planning, Inc. | 0.11% | Reduce -27.1% | 30,140 | $1.8M |
| Palumbo Wealth Management LLC | 0.69% | Reduce -6.5% | 29,374 | $1.8M |
| Ballentine Partners, LLC | 0.03% | Reduce -38.2% | 29,297 | $1.8M |
| Fagan Associates, Inc. | 0.30% | Reduce -2.5% | 29,286 | $1.8M |
| WNY Asset Management, LLC | 0.20% | Add +64.4% | 28,920 | $1.7M |
| Journey Strategic Wealth LLC | 0.06% | New | 28,364 | $1.7M |
| Allworth Financial LP | 0.01% | Add +11.6% | 27,943 | $1.7M |
| Syon Capital LLC | 0.15% | Add +13.1% | 27,510 | $1.7M |
| Proquility Private Wealth Partners, LLC | 0.53% | Add +22.8% | 27,289 | $1.6M |
| Jacobson & Schmitt Advisors, LLC | 0.34% | Add +0.2% | 27,197 | $1.6M |
| Whittier Trust Co. | 0.02% | Reduce -6.2% | 26,909 | $1.6M |
| Banque Pictet & Cie SA | 0.02% | Add +0.8% | 26,900 | $1.6M |
| AXS Investments LLC | 0.43% | New | 26,638 | $1.6M |
| Abacus Wealth Partners, LLC | 0.24% | Reduce -0.3% | 26,342 | $1.6M |
| TrueWealth Advisors, LLC | 0.53% | Add +290.6% | 26,286 | $1.6M |
| Lazard Asset Management LLC | 0.00% | New | 26,279 | $1.6M |
| Pacific Capital Wealth Advisors, Inc. | 0.26% | Add +0.4% | 25,865 | $1.6M |
| Strategic Investment Solutions, Inc. | 0.46% | Add +24.5% | 25,558 | $1.6M |
| Essex Bank | 0.39% | Add +5.5% | 25,668 | $1.6M |
| Wells Financial Advisors INC | 2.09% | Reduce -77.1% | 25,614 | $1.5M |
| Ethic Inc. | 0.04% | No change | 26,342 | $1.5M |
| Concord Wealth Partners | 0.25% | Reduce -34.1% | 25,139 | $1.5M |
| FSC Wealth Advisors, LLC | 1.07% | Add +11.7% | 24,611 | $1.5M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -26.6% | 24,513 | $1.5M |
| Keel Point, LLC | 0.12% | Add +7.9% | 24,473 | $1.5M |
| IFP Advisors, Inc | 0.05% | Reduce -2.9% | 23,396 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.45% | Add +34.5% | 22,706 | $1.4M |
| Mechanics Financial Corp | 0.60% | Add +20.1% | 22,701 | $1.4M |
| Diversify Advisory Services, LLC | 0.07% | Reduce -9.2% | 23,187 | $1.4M |
| Nixon Peabody Trust Co. | 0.11% | New | 22,602 | $1.4M |
| Breakwater Investment Management | 0.57% | Add +154.0% | 22,580 | $1.4M |
| Shayne & Jacobs, LLC | 0.34% | Add +74.3% | 22,525 | $1.4M |
| E&G Advisors, LLC | 0.38% | No change | 22,505 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +15.1% | 22,193 | $1.3M |
| Americana Partners, LLC | 0.09% | Add +9.9% | 22,060 | $1.3M |
| Ignite Planners, LLC | 0.30% | Add +46.5% | 21,999 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | Add +87.8% | 21,624 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +212.6% | 21,525 | $1.3M |
| Verity Asset Management, Inc. | 0.49% | Reduce -0.3% | 21,401 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +203.2% | 21,237 | $1.3M |
| REAP Financial Group, LLC | 0.31% | Add +49.4% | 21,201 | $1.3M |
| FWG Investments, LLC. | 1.11% | Add +4.0% | 21,192 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -3.6% | 21,164 | $1.3M |
| Braun-Bostich & Associates Inc. | 0.89% | Reduce -22.6% | 21,023 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -13.4% | 20,843 | $1.3M |
| Wilmington Savings Fund Society, FSB | 0.02% | New | 20,831 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -1.3% | 20,695 | $1.3M |
| SWS Partners | 0.40% | Reduce -5.9% | 20,659 | $1.2M |
| LCNB Corp. | 0.44% | Add +2.6% | 20,341 | $1.2M |
| Thrive Capital Management, LLC | 0.57% | Reduce -5.5% | 20,161 | $1.2M |
| Arax Advisory Partners | 0.11% | Reduce -0.6% | 19,874 | $1.2M |
| Fiduciary Financial Group, LLC | 0.27% | Reduce -5.0% | 19,867 | $1.2M |
| Fiduciary Trust Co | 0.02% | Add +13.0% | 19,453 | $1.2M |
| Topel & Distasi Wealth Management, LLC | 0.49% | Add +4.8% | 19,387 | $1.2M |
| Pinnacle Bancorp, Inc. | 0.31% | Add +18.0% | 19,314 | $1.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.20% | Add +3.4% | 19,198 | $1.2M |
| Savant Capital, LLC | 0.01% | Reduce -9.8% | 18,977 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.4% | 18,564 | $1.1M |
| Rothschild Wealth LLC | 0.33% | Add +4.5% | 18,553 | $1.1M |
| Omega Advisors (Leon Cooperman) | 0.05% | Reduce -26.4% | 18,412 | $1.1M |
| Nwam LLC | 0.07% | New | 18,379 | $1.1M |
| Apella Capital, LLC | 0.05% | Reduce -23.5% | 18,260 | $1.1M |
| Iron Gate Global Advisors LLC | 0.15% | Add +26.0% | 18,153 | $1.1M |
| Janus Henderson Group PLC | 0.00% | Add +29.3% | 18,140 | $1.1M |
| Forza Wealth Management, LLC | 0.50% | No change | 17,933 | $1.1M |
| GTS Securities LLC | 0.02% | New | 17,782 | $1.1M |
| &partners | 0.02% | Add +399.8% | 17,703 | $1.1M |
| Edgestream Partners, L.P. | 0.05% | New | 17,638 | $1.1M |
| Composition Wealth, LLC | 0.02% | Add +1.8% | 17,195 | $1.0M |
| Belpointe Asset Management LLC | 0.06% | Add +1.0% | 17,023 | $1.0M |
| Stonehage Fleming Financial Services Holdings Ltd | 0.03% | Reduce -4.8% | 16,802 | $1.0M |
| River Street Advisors LLC | 0.55% | Add +17.5% | 16,761 | $1.0M |
| Stephens Group Asset Management, LLC | 0.08% | Reduce -78.7% | 16,501 | $997K |
| Brookstone Capital Management | 0.01% | Add +61.3% | 16,377 | $990K |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -3.0% | 16,291 | $984K |
| Cardiff Park Advisors, LLC | 0.09% | Add +0.4% | 16,032 | $969K |
| Dakota Wealth Management | 0.02% | Reduce -9.6% | 16,004 | $967K |
| Silver Oak Advisory Group, Inc. | 0.49% | Add +1.1% | 15,955 | $963K |
| Perigon Wealth Management, LLC | 0.03% | New | 15,630 | $944K |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -2.4% | 15,624 | $944K |
| Hunter Associates Investment Management LLC | 0.15% | Add +3.0% | 15,658 | $944K |
| Old Second National Bank of Aurora | 0.22% | Add +3.8% | 15,352 | $928K |
| Smartleaf Asset Management LLC | 0.11% | Add +2.0% | 15,233 | $923K |
| Aries Wealth Management | 0.25% | Add +3.2% | 14,807 | $895K |
| Lauterbach Financial Advisors, LLC | 0.54% | Add +21.1% | 14,587 | $881K |
| Ethos Financial Group, LLC | 0.15% | Add +6.4% | 14,479 | $875K |
| Ramiah Investment Group | 0.82% | Add +5.1% | 14,460 | $874K |
| Compass Ion Advisors, LLC | 0.11% | Add +149.2% | 14,381 | $869K |
| Acropolis Investment Management, LLC | 0.05% | No change | 14,235 | $860K |
| Laraway Financial Advisors Inc | 0.68% | Reduce -4.4% | 14,055 | $849K |
| Walkner Condon Financial Advisors LLC | 0.17% | Reduce -82.0% | 13,953 | $843K |
| Parkside Advisors LLC | 0.20% | Add +16.9% | 13,713 | $829K |
| Houlihan Financial Resource Group, Ltd. | 0.34% | Reduce -3.6% | 13,508 | $816K |
| Choreo, LLC | 0.01% | Reduce -3.4% | 13,353 | $808K |
| Integrity Wealth Solutions LLC | 0.46% | Reduce -36.8% | 13,073 | $790K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +49.5% | 12,959 | $783K |
| Icon Wealth Advisors, LLC | 0.06% | New | 12,896 | $779K |
| SkyOak Wealth, LLC | 0.17% | Add +8.0% | 12,865 | $777K |
| Signal Advisors Wealth, LLC | 0.11% | New | 12,590 | $761K |
| Clarity Capital Advisors, LLC | 0.55% | Add +10.5% | 12,577 | $760K |
| Betterment LLC | 0.00% | Reduce -5.5% | 12,289 | $743K |
| ZWJ Investment Counsel Inc. | 0.03% | Add +0.7% | 12,251 | $740K |
| Olde Wealth Management, LLC | 0.26% | Reduce -1.7% | 11,958 | $722K |
| Stonebridge Financial Planning Group, LLC | 0.34% | Add +7.6% | 11,800 | $713K |
| Chandler Asset Management, Inc. | 0.13% | Add +0.7% | 11,700 | $707K |
| Evolution Wealth Advisors, LLC | 0.12% | Add +28.1% | 11,452 | $692K |
| Dopkins Wealth Management, LLC | 0.55% | Reduce -42.1% | 11,215 | $678K |
| Sinecera Capital, LLC | 0.82% | No change | 11,191 | $676K |
| Evergreen Capital Management LLC | 0.02% | Reduce -0.5% | 11,145 | $673K |
| D.A. Davidson & Co. | 0.01% | Add +31.6% | 10,891 | $658K |
| Flow Traders U.S. LLC | 0.03% | New | 10,824 | $654K |
| McAdam, LLC | 0.04% | Reduce -4.3% | 10,791 | $652K |
| Zhang Financial LLC | 0.04% | No change | 10,715 | $647K |
| Voisard Asset Management Group, Inc. | 0.27% | New | 10,662 | $644K |
| Crestwood Advisors Group, LLC | 0.01% | Add +4.2% | 10,632 | $642K |
| Natixis Advisors, LLC | 0.00% | New | 10,586 | $640K |
| Clear Point Advisors Inc. | 0.49% | Add +68.4% | 10,584 | $639K |
| W.H. Cornerstone Investments Inc. | 0.43% | Reduce -8.9% | 10,493 | $634K |
| ETF Store, Inc. | 0.65% | Add +62.8% | 10,483 | $633K |
| Winch Advisory Services, LLC | 0.17% | Add +0.9% | 10,413 | $629K |
| IHT Wealth Management, LLC | 0.02% | Add +183.8% | 10,218 | $617K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.3% | 10,188 | $616K |
| Power Wealth Management LLC | 0.26% | Add +3.7% | 10,169 | $614K |
| Johnson Bixby & Associates, LLC | 0.09% | Reduce -2.5% | 9,932 | $600K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -24.4% | 9,484 | $573K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +148.5% | 9,434 | $570K |
| Ieq Capital, LLC | 0.01% | New | 9,316 | $563K |
| Carmichael Hill & Associates, Inc. | 0.21% | Add +12.0% | 9,304 | $562K |
| CoreCap Advisors, LLC | 0.03% | Add +8.8% | 9,253 | $559K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -3.1% | 9,057 | $547K |
| Flagstone Financial Management | 0.18% | No change | 9,030 | $546K |
| US Bancorp \de | 0.00% | Reduce -22.9% | 8,870 | $536K |
| First Financial Bankshares Inc | 0.01% | Reduce -12.6% | 8,746 | $528K |
| United Community Bank | 0.20% | Reduce -5.0% | 8,675 | $524K |
| Prairieview Wealth Partners, LLC | 0.55% | Reduce -95.5% | 8,467 | $512K |
| Westfuller Advisors, LLC | 0.36% | — | 8,353 | $505K |
| Blossom Wealth Management | 1.01% | Add +7.2% | 8,268 | $500K |
| Chicago Partners Investment Group LLC | 0.02% | Add +2.8% | 8,450 | $499K |
| Patten Group, Inc. | 0.11% | Reduce -1.3% | 8,104 | $490K |
| Assetmark, Inc. | 0.00% | Add +21.7% | 8,040 | $486K |
| Arkadios Wealth Advisors | 0.03% | Reduce -15.7% | 7,867 | $475K |
| Boston Family Office LLC | 0.03% | Add +1.1% | 7,857 | $475K |
| Davidson Capital Management Inc. | 0.14% | Add +48.3% | 7,853 | $474K |
| Private Portfolio Partners LLC | 0.09% | New | 7,824 | $473K |
| Townsquare Capital LLC | 0.01% | Reduce -5.4% | 7,732 | $467K |
| Moors & Cabot, Inc. | 0.02% | Reduce -2.7% | 7,636 | $461K |
| Hill Investment Group Partners, LLC | 0.06% | Add +2.4% | 7,976 | $461K |
| Talon Private Wealth, LLC | 0.10% | — | 7,585 | $458K |
| Gilbert & Cook, Inc. | 0.06% | Reduce -19.3% | 7,550 | $456K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -60.8% | 7,543 | $456K |
| PFG Advisors | 0.03% | Add +106.8% | 7,512 | $454K |
| Focus Financial Network, Inc. | 0.02% | Reduce -25.3% | 7,332 | $443K |
| InTrack Investment Management Inc | 0.31% | No change | 7,325 | $443K |
| Investment Advisory Group, LLC | 0.15% | Add +31.9% | 7,260 | $439K |
| Summit Global Investments | 0.03% | Reduce -0.1% | 7,161 | $433K |
| Schulz Wealth, LTD. | 0.33% | Add +47.7% | 6,958 | $420K |
| FC Advisory LLC | 0.14% | Add +27.7% | 6,906 | $417K |
| Gray Wealth Management Inc. | 0.16% | Add +8.1% | 6,900 | $417K |
| Waverly Advisors, LLC | 0.01% | Add +42.6% | 6,898 | $417K |
| Stevens Capital Partners | 0.20% | Add +3.7% | 6,855 | $414K |
| Peterson Financial Group, Inc. | 1.59% | Reduce -9.3% | 6,846 | $414K |
| Heritage Wealth Management, Inc./Texas | 0.24% | Add +0.1% | 6,825 | $412K |
| Tennessee Valley Asset Management Partners | 0.07% | No change | 6,900 | $408K |
| Exencial Wealth Advisors, LLC | 0.01% | Add +1.3% | 6,725 | $406K |
| Lloyd Advisory Services, LLC. | 0.20% | Add +29.2% | 6,711 | $405K |
| American Financial Advisors, LLC | 0.06% | Reduce -0.1% | 6,672 | $403K |
| Lifeworks Advisors, LLC | 0.08% | New | 6,643 | $401K |
| TruNorth Capital Management, LLC | 0.11% | New | 6,400 | $387K |
| Meitav Investment House Ltd. | 0.01% | New | 6,351 | $383K |
| First Manhattan Co. Llc. | 0.00% | Add +11.1% | 6,265 | $379K |
| Crewe Advisors LLC | 0.04% | New | 6,253 | $378K |
| WFA of San Diego, LLC | 0.32% | Reduce -2.7% | 6,170 | $373K |
| ORG Partners LLC | 0.06% | Reduce -1.1% | 6,138 | $371K |
| Citadel Advisors | 0.00% | Add +414.4% | 6,055 | $366K |
| Rockbridge Investment Management, LCC | 0.05% | Add +2.8% | 6,027 | $364K |
| Wedbush Securities Inc. | 0.01% | Add +7.0% | 5,964 | $360K |
| IVC Wealth Advisors LLC | 0.20% | Reduce -10.0% | 5,915 | $357K |
| Guidance Point Advisors, LLC | 0.11% | Add +0.4% | 5,907 | $357K |
| Continuum Advisory, LLC | 0.05% | Add +23.1% | 6,079 | $354K |
| Koss-Olinger Consulting, LLC | 0.03% | No change | 5,807 | $351K |
| Core Wealth Partners LLC | 0.21% | Add +0.4% | 5,808 | $351K |
| JFS Wealth Advisors, LLC | 0.02% | Add +656.0% | 5,647 | $341K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +25.8% | 5,588 | $338K |
| McLean Asset Management Corp | 0.10% | Reduce -3.0% | 5,625 | $335K |
| Avaii Wealth Management, LLC | 0.17% | Reduce -62.4% | 5,512 | $333K |
| Arlington Financial Advisors, LLC | 0.07% | No change | 5,428 | $328K |
| Sachem Hill LLC | 0.07% | Add +6.5% | 5,414 | $327K |
| Cresset Asset Management, LLC | 0.00% | Reduce -6.7% | 5,369 | $324K |
| Armstrong Advisory Group, Inc. | 0.03% | Reduce -1.2% | 5,342 | $323K |
| Bokf, NA | 0.01% | No change | 5,268 | $317K |
| Equita Financial Network, Inc. | 0.12% | No change | 5,230 | $316K |
| J. W. Coons Advisors, LLC | 0.06% | No change | 5,175 | $313K |
| Tortoise Investment Management, LLC | 0.03% | Reduce -47.9% | 5,162 | $312K |
| Baker Avenue Asset Management, LP | 0.01% | New | 5,048 | $305K |
| Cadence Bank | 0.02% | New | 5,017 | $303K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 5,007 | $302K |
| Calamos Wealth Management LLC | 0.02% | Add +35.4% | 4,980 | $301K |
| Global Retirement Partners, LLC | 0.01% | Add +69.1% | 4,978 | $301K |
| Warner Financial, Inc. | 0.13% | No change | 4,918 | $297K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.1% | 4,890 | $295K |
| BWM Planning, LLC | 0.13% | — | 4,876 | $295K |
| Millennium Management | 0.00% | New | 4,869 | $294K |
| Waller Financial Planning Group, Inc. | 0.07% | Add +6.5% | 4,843 | $293K |
| Financial Council, LLC | 0.15% | Add +0.3% | 4,759 | $288K |
| Integrated Investment Consultants, LLC | 0.06% | New | 4,734 | $286K |
| Opinicus Capital, Inc. | 0.23% | Add +0.9% | 4,723 | $285K |
| Capital Planning Advisors, LLC | 0.04% | No change | 4,710 | $285K |
| DAVENPORT & Co LLC | 0.00% | Add +3.6% | 4,679 | $283K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -12.3% | 4,660 | $282K |
| SageView Advisory Group, LLC | 0.01% | New | 4,659 | $282K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +20.3% | 4,634 | $279K |
| Sharkey, Howes & Javer | 0.04% | Add +0.5% | 4,580 | $277K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -0.4% | 4,567 | $276K |
| One Day In July LLC | 0.03% | Reduce -29.9% | 4,525 | $273K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -3.5% | 4,407 | $266K |
| Latitude Advisors, LLC | 0.15% | Add +0.9% | 4,399 | $266K |
| Strait & Sound Wealth Management LLC | 0.13% | Reduce -14.8% | 4,367 | $264K |
| Mission Wealth Management, LP | 0.01% | New | 4,366 | $264K |
| PFG Investments, LLC | 0.02% | Add +0.1% | 4,304 | $260K |
| Meyer Handelman Co. | 0.01% | New | 4,296 | $260K |
| Drive Wealth Management, LLC | 0.07% | Add +0.1% | 4,281 | $259K |
| Clark Asset Management, LLC | 0.06% | New | 4,268 | $258K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -1.7% | 4,263 | $258K |
| Perennial Investment Advisors, LLC | 0.03% | Reduce -45.0% | 4,245 | $256K |
| ARK & TLK Investments, LLC | 0.09% | No change | 4,206 | $254K |
| Cascade Financial Partners, LLC | 0.03% | New | 4,279 | $253K |
| BIP Wealth, LLC | 0.02% | New | 4,118 | $249K |
| Sunflower Bank, N.A. | 0.07% | No change | 4,108 | $248K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 4,065 | $246K |
| Drucker Wealth 3.0, LLC | 0.06% | Reduce -12.4% | 4,046 | $244K |
| Fonville Wealth Management LLC | 0.08% | New | 4,034 | $244K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.2% | 4,011 | $242K |
| Greenspring Advisors, LLC | 0.05% | No change | 3,971 | $240K |
| Smithfield Trust Co | 0.01% | New | 3,955 | $239K |
| Source Financial Advisors LLC | 0.07% | Reduce -4.8% | 3,942 | $238K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +4.7% | 3,898 | $235K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 3,896 | $235K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -81.2% | 3,893 | $235K |
| Columbus Macro, LLC | 0.08% | No change | 3,785 | $225K |
| Titleist Asset Management, LLC | 0.03% | New | 3,648 | $220K |
| AA Financial Advisors, LLC | 0.06% | New | 3,583 | $216K |
| First American Trust, FSB | 0.02% | New | 3,553 | $215K |
| Legacy Private Trust Co. | 0.01% | No change | 3,525 | $213K |
| Swmg, LLC | 0.09% | New | 3,649 | $213K |
| Haverford Trust Co | 0.00% | New | 3,500 | $211K |
| Prudential Financial Inc. | 0.00% | Reduce -59.9% | 3,458 | $209K |
| Focused Wealth Management, Inc | 0.03% | Reduce -5.8% | 3,433 | $207K |
| Johnson Financial Group, Inc. | 0.01% | Add +542.4% | 3,411 | $206K |
| BTG Pactual Asset Management US LLC | 0.03% | New | 3,400 | $205K |
| Austin Wealth Management, LLC | 0.04% | Reduce -0.9% | 3,403 | $205K |
| Pure Portfolios Holdings LLC | 0.08% | — | 3,340 | $202K |
| Principal Financial Group Inc. | 0.00% | New | 3,315 | $200K |
| Caitlin John, LLC | 0.13% | Reduce -1.1% | 3,435 | $200K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -37.4% | 3,254 | $197K |
| First PREMIER Bank | 0.05% | Add +40.3% | 3,193 | $193K |
| Private Trust Co. NA | 0.02% | Add +2.6% | 3,039 | $184K |
| AlphaMark Advisors, LLC | 0.06% | Add +3302.3% | 2,926 | $177K |
| Parallel Advisors, LLC | 0.00% | Add +0.5% | 2,879 | $174K |
| CIBC Private Wealth Group LLC | 0.00% | Add +12.8% | 2,761 | $167K |
| Operose Advisors LLC | 0.05% | Reduce -73.7% | 2,690 | $163K |
| GAMMA Investing LLC | 0.02% | Add +405.8% | 2,686 | $162K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,676 | $158K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +84.8% | 2,610 | $158K |
| Qube Research & Technologies Ltd | 0.00% | Add +54.1% | 2,535 | $153K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -26.0% | 2,500 | $151K |
| Ransom Advisory, Ltd | 0.07% | Add +12000.0% | 2,420 | $146K |
| Bogart Wealth, LLC | 0.01% | Add +108.3% | 2,337 | $141K |
| Webster Bank, N. A. | 0.01% | No change | 2,188 | $132K |
| Kathleen S. Wright Associates Inc. | 0.05% | No change | 2,180 | $132K |
| Lanark Financial, Inc. | 0.01% | No change | 2,028 | $122K |
| Eastern Bank | 0.00% | New | 1,930 | $117K |
| Private Capital Management LLC | 0.02% | New | 1,887 | $114K |
| Northwest Financial Advisors | 0.09% | New | 1,852 | $112K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,803 | $109K |
| Fortitude Family Office, LLC | 0.04% | New | 1,700 | $103K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 1,676 | $101K |
| Pineridge Advisors LLC | 0.04% | Add +38.6% | 1,638 | $99K |
| NorthRock Partners, LLC | 0.00% | Add +54.9% | 1,541 | $93K |
| National Bank of Canada | 0.00% | Reduce -75.0% | 1,540 | $93K |
| Capital Analysts, LLC | 0.00% | Add +3.8% | 1,515 | $92K |
| Sound Income Strategies, LLC | 0.01% | Add +11.2% | 1,512 | $91K |
| Marquette Asset Management, LLC | 0.01% | New | 1,469 | $89K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,406 | $85K |
| Pacifica Partners Inc. | 0.03% | Reduce -1.8% | 1,349 | $82K |
| SouthState Bank Corp | 0.01% | Add +2.0% | 1,294 | $78K |
| Avior Wealth Management, LLC | 0.00% | Add +11.5% | 1,248 | $75K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -26.7% | 1,195 | $72K |
| Geneos Wealth Management Inc. | 0.00% | Add +90.4% | 1,087 | $66K |
| Creative Capital Management Investments LLC | 0.03% | No change | 1,080 | $65K |
| Union Savings Bank | 0.03% | No change | 1,070 | $65K |
| Avion Wealth | 0.02% | Reduce -15.7% | 1,066 | $64K |
| Bessemer Group Inc. | 0.00% | Add +3.8% | 1,036 | $63K |
| Trust Co. of Vermont | 0.00% | No change | 1,016 | $61K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -14.4% | 996 | $60K |
| WealthShield Partners, LLC | 0.01% | No change | 980 | $59K |
| WR Wealth Planners, LLC | 0.02% | No change | 980 | $59K |
| Oarsman Capital, Inc. | 0.01% | New | 907 | $55K |
| Signaturefd, LLC | 0.00% | Reduce -85.2% | 882 | $53K |
| Hobbs Group Advisors, LLC | 0.02% | Add +57.4% | 850 | $51K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 846 | $51K |
| Simplex Trading, LLC | 0.00% | New | 829 | $50K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | No change | 795 | $48K |
| WASHINGTON TRUST Co | 0.00% | Reduce -9.6% | 784 | $47K |
| Cape Investment Advisory, Inc. | 0.02% | Add +24.9% | 758 | $46K |
| First Pacific Financial | 0.01% | Add +0.3% | 750 | $45K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 701 | $42K |
| Fifth Third Bancorp | 0.00% | Add +33.5% | 645 | $39K |
| Colonial Trust Co / SC | 0.01% | Add +27.8% | 643 | $39K |
| Beacon Capital Management, LLC | 0.01% | No change | 612 | $37K |
| AllSquare Wealth Management LLC | 0.02% | No change | 607 | $37K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 594 | $36K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +152.0% | 562 | $34K |
| Sunbelt Securities, Inc. | 0.00% | Add +4.7% | 556 | $34K |
| Parkside Financial Bank & Trust | 0.00% | No change | 536 | $32K |
| Headlands Technologies LLC | 0.00% | Reduce -20.6% | 495 | $30K |
| Financial Gravity Companies, Inc. | 0.01% | — | 457 | $28K |
| New Republic Capital, LLC | 0.02% | No change | 453 | $27K |
| Spire Wealth Management | 0.00% | Reduce -4.7% | 443 | $27K |
| Anchor Investment Management, LLC | 0.00% | No change | 429 | $26K |
| Castleview Partners, LLC | 0.01% | No change | 407 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | New | 367 | $22K |
| Fairman Group, LLC | 0.02% | Add +5.0% | 355 | $21K |
| McIlrath & Eck, LLC | 0.00% | Add +287.5% | 341 | $21K |
| Versant Capital Management, Inc | 0.00% | No change | 327 | $20K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 319 | $19K |
| Global Trust Asset Management, LLC | 0.01% | No change | 313 | $19K |
| MRP Capital Investments, LLC | 0.02% | New | 311 | $19K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.7% | 301 | $18K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 291 | $18K |
| Godsey & Gibb, Inc. | 0.00% | New | 290 | $18K |
| Sachetta, LLC | 0.01% | No change | 288 | $17K |
| Howe & Rusling Inc. | 0.00% | Reduce -85.6% | 279 | $17K |
| Coston, McIsaac & Partners | 0.00% | New | 276 | $16K |
| St. Johns Investment Management Company, LLC | 0.01% | New | 253 | $15K |
| Strengthening Families & Communities, LLC | 0.00% | Add +0.8% | 251 | $15K |
| Venturi Wealth Management, LLC | 0.00% | New | 229 | $14K |
| Richardson Capital Management LLC | 0.01% | Add +0.9% | 216 | $13K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +20.7% | 210 | $13K |
| Hoese & Co LLP | 0.01% | No change | 204 | $12K |
| Ridgewood Investments LLC | 0.01% | No change | 198 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 157 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 136 | $8K |
| Hemington Wealth Management | 0.00% | New | 143 | $8K |
| Mb, Levis & Associates, LLC | 0.00% | Add +0.8% | 130 | $8K |
| Centennial Bank | 0.00% | Reduce -19.8% | 130 | $8K |
| Towne Trust Company, N.A | 0.00% | New | 110 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 107 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -69.0% | 102 | $6K |
| Covestor Ltd | 0.00% | No change | 105 | $6K |
| Wolff Wiese Magana LLC | 0.00% | No change | 99 | $6K |
| ZynergyRetirementPlanningLLC | 0.00% | No change | 97 | $6K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 70 | $4K |
| Founders Financial Alliance, LLC | 0.00% | New | 61 | $4K |
| City State Bank | 0.00% | No change | 58 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -18.6% | 57 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -64.8% | 38 | $3K |
| Truvestments Capital LLC | 0.00% | New | 49 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 44 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 44 | $3K |
| Phillips Financial Management, LLC | 0.00% | No change | 43 | $3K |
| Archer Investment Corp | 0.00% | New | 38 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -94.9% | 38 | $2K |
| Investors Research Corp | 0.00% | No change | 37 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +9.1% | 36 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 28 | $2K |
| Key Financial Inc | 0.00% | No change | 26 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 25 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 24 | $1K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 17 | $1K |
| EPG Wealth Management LLC | 0.00% | New | 16 | $967 |
| CENTRAL TRUST Co | 0.00% | No change | 16 | $967 |
| First Personal Financial Services | 0.00% | No change | 5 | $303 |
| Rakuten Securities, Inc. | 0.00% | Reduce -92.3% | 1 | $60 |
"% of holder's portfolio" is VGIT's weight in each manager's 13F, not the share of Vanguard Intermediate-Term T the manager owns.