Vanguard Intermediate-Term TVGITETF

13F holders, Q1 2025 (March 31)
808holders −1
89new positions
78sold out
5famous investors
$59.40avg. 13F price*

At the end of Q1 2025, 808 institutions reported holding Vanguard Intermediate-Term T (VGIT) in their 13F filings, down 1 from Q4 2024. 89 opened new positions and 78 sold out. The largest holders were JPMorgan Chase & Co. ($4.6B), Bank of America Corp. ($2.7B) and Morgan Stanley ($1.4B). 5 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions89$96.8M
Exits78$230.0M

All 13F filers, Q4 2024 → Q1 2025: 36,088,695 shares bought and 43,421,658 shares sold, net −7,332,963 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 808 holders

JPMorgan Chase & Co. 0.35% Add +17.9% 77,458,516 $4.6B
Bank of America Corp. 0.24% Reduce -28.8% 45,610,372 $2.7B
Morgan Stanley 0.10% Add +6.3% 23,931,107 $1.4B
Empower Advisory Group, LLC 3.54% Add +6.9% 18,245,406 $1.1B
Creative Planning 0.77% Add +8.1% 13,762,501 $817.5M
SCS Capital Management LLC 8.11% Add +2.1% 10,725,550 $637.1M
FMR LLC 0.04% Reduce -32.6% 9,573,179 $568.6M
Focus Partners Wealth 1.20% Add +3.0% 8,078,018 $479.8M
Nepc LLC 10.45% Reduce -5.2% 6,354,852 $377.5M
Fisher Asset Management 0.16% Reduce -5.7% 6,101,947 $362.5M
Blue Trust, Inc. 4.34% Add +2.7% 5,701,984 $338.7M
State Street Corp. 0.01% No change 5,500,000 $326.7M
Focus Partners Advisor Solutions, LLC 4.90% Add +14.2% 5,429,371 $322.5M
Rwa Wealth Partners, LLC 3.66% Reduce -43.5% 4,886,694 $290.3M
Heritage Financial Services, LLC 24.88% Add +51.6% 4,231,512 $251.4M
Ameriprise Financial Inc. 0.07% Reduce -22.8% 4,110,840 $244.2M
Envestnet Asset Management Inc. 0.07% Add +33.9% 3,523,859 $209.3M
UBS Group AG 0.04% Add +4.3% 3,319,219 $197.2M
Cambridge Associates LLC /Ma/ 5.16% Add +86.5% 3,026,348 $179.8M
Valmark Advisers, Inc. 2.50% Add +10.7% 2,782,017 $165.3M
HighTower Advisors, LLC 0.21% Reduce -0.5% 2,566,241 $152.4M
Cerity Partners LLC 0.31% Add +8.5% 2,527,046 $150.1M
Midland Wealth Advisors, LLC 8.56% Reduce -2.1% 2,448,035 $145.4M
Corient Private Wealth LP 0.22% Add +27.5% 2,297,530 $136.5M
Raymond James Financial Inc. 0.05% Add +35.7% 2,223,049 $132.0M
Wells Fargo & Company 0.03% Reduce -16.3% 2,197,653 $130.5M
Foster Group, Inc. 4.88% Add +2.1% 2,194,151 $130.3M
Strategic Financial Services, Inc. 7.55% Add +11.9% 2,171,286 $129.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -3.7% 2,011,924 $119.5M
Cliftonlarsonallen Wealth Advisors, LLC 2.18% Add +67.7% 1,964,943 $116.7M
Summit Trail Advisors, LLC 3.64% Reduce -51.0% 1,859,326 $110.4M
LPL Financial LLC 0.04% Add +2.5% 1,795,086 $106.6M
Bangor Savings Bank 9.82% Add +15.6% 1,751,162 $104.0M
Bank of New York Mellon Corp 0.02% Reduce -16.0% 1,668,645 $99.1M
First Interstate Bank 5.78% Add +25.2% 1,629,263 $96.8M
Valeo Financial Advisors, LLC 2.47% Add +6.0% 1,487,258 $88.3M
Gitterman Wealth Management, LLC 21.62% Reduce -23.6% 1,370,356 $81.4M
Cetera Investment Advisers 0.15% Add +5.5% 1,304,800 $77.5M
NorthCoast Asset Management LLC 0.36% Reduce -8.2% 1,216,937 $72.3M
Burney Co./ 2.60% Add +17.0% 1,201,920 $71.4M
Badgley Phelps Wealth Managers, LLC 1.58% Add +59.3% 1,099,429 $65.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.06% Add +0.8% 1,083,000 $64.3M
Sand Hill Global Advisors, LLC 2.63% Add +1735.0% 1,075,390 $63.9M
Jordan Park Group LLC 4.43% Reduce -19.7% 1,026,369 $61.0M
RiverFront Investment Group, LLC 1.35% Add +99.8% 1,017,616 $60.4M
Permanent Capital Management, LP 17.29% Reduce -6.4% 1,015,724 $60.3M
Truist Financial Corp. 0.10% Add +36.9% 1,001,054 $59.5M
Brandywine Oak Private Wealth LLC 5.77% Reduce -0.1% 989,736 $58.8M
Proffitt & Goodson Inc. 9.32% Add +43.5% 953,471 $56.6M
Migdal Insurance & Financial Holdings Ltd. 0.76% Reduce -13.1% 913,514 $54.3M
Hanson & Doremus Investment Management 7.87% Add +9.9% 907,329 $53.9M
Cardinal Point Capital Management ULC 4.95% Add +3.8% 907,306 $53.9M
Libra Wealth LLC 19.69% Add +6.2% 883,344 $52.5M
Constellation Investments, Inc. 2.44% No change 865,000 $51.4M
Cliffwater LLC 11.92% No change 767,859 $45.6M
Opus Capital Group, LLC 5.86% Add +1.4% 766,107 $45.5M
PrairieView Partners, LLC 4.60% Add +0.5% 742,521 $44.1M
Northwest Wealth Management, LLC 8.77% Add +19.7% 741,353 $44.0M
Royal Bank of Canada 0.01% Add +7.2% 728,970 $43.3M
Citigroup Inc. 0.03% Add +339.2% 687,013 $40.8M
Flputnam Investment Management Co. 0.73% Add +6.5% 659,753 $39.2M
Kathmere Capital Management, LLC 3.32% Reduce -5.5% 656,681 $39.0M
Partners Capital Investment Group, LLP 0.65% Reduce -35.3% 647,546 $38.5M
Portland Global Advisors LLC 4.69% Add +4.7% 626,132 $37.2M
Birchbrook, Inc. 20.76% Reduce -2.1% 621,992 $36.9M
Oakworth Capital, Inc. 2.49% Add +1.5% 602,739 $35.8M
Cable Hill Partners, LLC 3.49% Add +5.4% 596,112 $35.7M
Vident Advisory, LLC 0.51% Add +33.1% 591,745 $35.1M
Vanguard Group Inc. 0.00% Add +10.8% 582,202 $34.6M
AE Wealth Management LLC 0.29% Add +7.9% 580,520 $34.5M
MilWealth Group LLC 9.35% Add +1.1% 571,279 $33.9M
GLOBALT Investments LLC / GA 1.39% Add +0.3% 571,212 $33.9M
Tanglewood Wealth Management, Inc. 3.74% Reduce -24.2% 559,633 $33.2M
Jackson Thornton Wealth Management, LLC 4.41% Add +1.3% 559,865 $33.2M
Traphagen Investment Advisors LLC 3.45% Add +10.8% 556,957 $33.1M
New York Life Investment Management LLC 0.34% Add +327.2% 556,544 $33.1M
Albion Financial Group 2.33% Add +4.9% 554,166 $32.9M
Evergreen Advisors, LLC 9.11% Add +0.2% 552,207 $32.8M
Alaethes Wealth, LLC 11.41% Add +603.0% 524,621 $31.2M
Mather Group, Llc. 0.35% Reduce -42.1% 515,700 $30.6M
Kestra Advisory Services, LLC 0.15% Add +22.8% 506,082 $30.1M
Private Advisor Group, LLC 0.18% Add +73.5% 502,258 $29.8M
Towneley Capital Management, Inc / DE 6.79% Add +3.4% 488,406 $29.0M
Robertson Stephens Wealth Management, LLC 1.08% Add +3307.1% 486,226 $28.9M
Roundview Capital LLC 2.07% Add +7.1% 483,880 $28.7M
Captrust Financial Advisors 0.07% Add +818.3% 480,252 $28.5M
BSW Wealth Partners 4.18% Add +8.2% 463,861 $27.6M
Wooster Corthell Wealth Management, Inc. 5.57% Reduce -1.8% 457,912 $27.2M
Emprise Bank 14.55% Add +16.4% 457,683 $27.2M
Cape Cod Five Cents Savings Bank 2.46% No change 445,355 $26.9M
Osaic Holdings, Inc. 0.06% Add +93.3% 440,824 $26.2M
Mariner, LLC 0.04% Add +1.7% 433,072 $25.7M
Cypress Financial Planning LLC 8.73% Add +1.1% 407,309 $24.2M
1834 Investment Advisors Co. 3.03% Reduce -2.2% 395,902 $23.5M
Gunma Bank,Ltd. 7.56% No change 395,000 $23.5M
Pathstone Holdings, LLC 0.10% Add +4.3% 386,598 $23.0M
Secure Asset Management, LLC 4.62% Add +278.3% 385,289 $22.9M
Foundations Investment Advisors, LLC 0.42% Add +6.4% 385,096 $22.9M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +11.6% 384,697 $22.8M
Baird Financial Group, Inc. 0.04% Add +10.1% 382,312 $22.7M
3EDGE Asset Management, LP 1.53% Add +76.3% 380,214 $22.5M
Creative Financial Designs Inc. 1.80% Add +6.4% 379,557 $22.5M
RKL Wealth Management LLC 2.08% Add +16.4% 370,882 $22.0M
Arista Wealth Management, LLC 5.33% Add +2.3% 370,268 $22.0M
Kondo Wealth Advisors, Inc. 10.67% Add +9.3% 364,268 $21.6M
United Wealth Management, LLC 6.51% Add +0.7% 350,070 $20.8M
Thrivent Financial for Lutherans 0.05% Reduce -3.0% 351,372 $20.6M
Commonwealth Equity Services, LLC 0.03% Add +15.3% 345,091 $20.5M
Comerica Bank 0.08% Add +399.1% 337,376 $20.0M
Farther Finance Advisors, LLC 0.51% Add +16.0% 333,882 $19.8M
Private Wealth Management Group, LLC 7.27% Add +5.2% 331,807 $19.7M
Old National Bancorp 0.52% Add +1.3% 331,801 $19.7M
OneAscent Financial Services LLC 1.21% Reduce -33.3% 312,866 $18.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +13.3% 313,119 $18.6M
Allworth Financial LP 0.10% Add +8.6% 311,481 $18.5M
Nova R Wealth, Inc. 9.08% Reduce -13.7% 308,662 $18.3M
Park Avenue Securities LLC 0.22% Reduce -3.5% 306,992 $18.2M
Exchange Traded Concepts, LLC 0.32% Reduce -18.0% 302,840 $18.0M
Pathway Financial Advisors LLC 3.20% Add +356.1% 299,328 $17.8M
Addison Advisors LLC 4.75% Reduce -8.1% 293,041 $17.4M
Wade Financial Advisory, Inc 5.77% Add +1.0% 283,598 $16.8M
Roble, Belko & Company, Inc 2.68% Add +2.0% 282,462 $16.8M
WBH Advisory Inc. 1.55% Add +18.0% 279,885 $16.6M
Modern Wealth Management, LLC 0.52% Add +3875.8% 272,066 $16.2M
Cwm, LLC 0.06% Add +1335.6% 270,476 $16.1M
Evoke Wealth, LLC 0.42% Add +2.2% 270,074 $16.0M
Sage Mountain Advisors LLC 1.17% Add +22.1% 267,815 $15.9M
25 LLC 6.55% Add +4.2% 266,652 $15.8M
Capital Investment Services of America, Inc. 1.58% Add +2.0% 261,741 $15.5M
Morningstar Investment Services LLC 2.85% Reduce -28.5% 261,544 $15.5M
Staley Capital Advisers Inc. 0.70% Add +0.2% 260,329 $15.5M
Bank of Montreal 0.01% Add +24.0% 258,103 $15.3M
Roth Financial Partners LLC 5.95% Add +9.0% 253,463 $15.1M
Hassell Wealth Management, LLC 6.39% Add +6.6% 253,428 $15.0M
Stratos Wealth Advisors, LLC 0.81% Reduce -0.2% 249,410 $14.8M
Montag A & Associates Inc. 0.74% Reduce -0.8% 248,817 $14.8M
MML Investors Services, LLC 0.05% Add +6.5% 247,965 $14.7M
Atria Investments, Inc 0.19% Reduce -64.6% 246,601 $14.6M
OneAscent Investment Solutions LLC 17.30% — 245,327 $14.6M
Longview Financial Advisors LLC 9.62% Add +0.8% 245,308 $14.6M
Peirce Capital Management, LLC 7.01% Reduce -6.9% 238,529 $14.2M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -2.1% 237,096 $14.1M
Family Wealth Partners, LLC 6.42% Add +8.9% 236,874 $14.1M
Goldman Sachs Group Inc. 0.00% Reduce -41.9% 236,330 $14.0M
Baldwin Wealth Partners LLC 0.96% Add +8.3% 229,246 $13.6M
Ami Investment Management Inc. 4.38% Add +6.3% 228,727 $13.6M
Jones Financial Companies LLLP 0.01% Add +13.3% 225,999 $13.4M
Michael A. Dubis Financial Planning, LLC 12.94% Add +4.2% 224,500 $13.3M
Mayport, LLC 3.64% Add +11.7% 222,155 $13.2M
Empowered Funds, LLC 0.19% Add +5.5% 222,643 $13.2M
North Ridge Wealth Advisors, Inc. 8.27% Add +6.0% 208,332 $12.4M
Elevate Wealth Advisory, Inc. 8.70% Add +1.1% 206,725 $12.3M
Dakota Wealth Management 0.27% Add +8.4% 196,944 $11.7M
Salomon & Ludwin, LLC 1.25% Add +10.1% 196,637 $11.7M
Kings Path Partners LLC 5.55% Add +8.5% 190,977 $11.3M
Adams Wealth Management 2.21% New 189,577 $11.3M
CacheTech Inc. 2.19% New 200,305 $11.3M
Newport Capital Group, LLC 7.91% Add +4.6% 185,025 $11.0M
Beverly Hills Private Wealth, LLC 2.18% Add +29.8% 183,807 $10.9M
Vernal Point Advisors, LLC 7.22% Add +2.8% 183,547 $10.9M
Lowe Brockenbrough & Co. Inc. 0.72% Add +3.8% 183,104 $10.9M
PNC Financial Services Group, Inc. 0.01% Add +4.7% 182,805 $10.9M
MainStreet Investment Advisors LLC 1.58% Reduce -4.4% 182,406 $10.8M
Seaside Wealth Management, Inc. 3.86% Add +5.0% 182,083 $10.8M
Bremer Bank National Association 1.92% No change 181,149 $10.8M
Founders Grove Wealth Partners, LLC 2.94% Add +8.7% 177,740 $10.6M
EverSource Wealth Advisors, LLC 0.57% Reduce -0.3% 174,847 $10.4M
MassMutual Private Wealth & Trust, FSB 0.30% Reduce -4.8% 172,433 $10.2M
Garde Capital, Inc. 0.58% New 170,646 $10.1M
Assetmark, Inc. 0.03% Reduce -5.1% 167,923 $10.0M
Aerodigm Wealth, LLC 5.46% Add +11.2% 164,845 $9.8M
Sanctuary Advisors, LLC 0.07% Add +30.1% 164,840 $9.8M
Squire Investment Management Company, LLC 4.05% Add +17.1% 163,715 $9.7M
First Affirmative Financial Network 5.94% Add +2.0% 163,200 $9.7M
Providence First Trust Co 3.91% Reduce -1.6% 162,252 $9.6M
Tillman Hartley LLC 2.78% Reduce -3.9% 161,062 $9.6M
Apella Capital, LLC 0.33% Add +4.8% 161,356 $9.5M
Archford Capital Strategies, LLC 1.39% Reduce -8.2% 160,140 $9.5M
Hilton Capital Management, LLC 0.80% New 159,260 $9.5M
Souders Financial Advisors 1.32% Add +12.0% 158,657 $9.4M
Cravens & Co Advisors, LLC 7.23% Reduce -3.5% 156,651 $9.3M
StrongBox Wealth, LLC 3.82% Add +2.1% 154,160 $9.2M
Sharp Wealth Advisory, LLC 6.94% Reduce -2.0% 152,578 $9.1M
Friday Financial 5.27% Add +29.5% 148,666 $8.8M
Sellwood Investment Partners LLC 4.52% Add +1.5% 145,738 $8.7M
AQR Capital Management 0.01% Add +7.3% 144,282 $8.6M
Shotwell Rutter Baer Inc 7.27% Add +1.7% 137,538 $8.2M
Brickley Wealth Management 1.70% Add +2.5% 137,959 $8.2M
Brady Martz Wealth Solutions, LLC 1.84% Add +117.2% 137,125 $8.1M
Buska Wealth Management, LLC 2.51% Add +16.6% 134,945 $8.0M
Rogco, LP 3.21% Add +4.1% 134,854 $8.0M
Axos Invest Inc. 6.15% Reduce -6.4% 133,582 $7.9M
R. W. Roge & Company, Inc. 4.33% Add +12.9% 133,193 $7.9M
Websterrogers Financial Advisors, LLC 2.68% Add +51.2% 132,328 $7.9M
Poinciana Advisors Group, LLC 8.08% Add +7.8% 131,244 $7.8M
M&T Bank Corp 0.03% Reduce -15.7% 130,836 $7.8M
United Capital Financial Advisors, LLC 0.07% Add +13.6% 130,822 $7.8M
Cambria Investment Management, L.P. 0.54% Add +1.1% 130,015 $7.7M
CogentBlue Wealth Advisors, LLC 6.69% Add +1.2% 128,284 $7.6M
Steward Partners Investment Advisory, LLC 0.07% Add +13.3% 126,019 $7.5M
Hurley Capital, LLC 5.66% Reduce -6.3% 125,596 $7.5M
MAI Capital Management 0.06% Add +20.1% 124,888 $7.4M
Morningstar Investment Management LLC 0.61% Reduce -41.5% 121,624 $7.2M
Apollon Wealth Management, LLC 0.16% Add +3.8% 121,352 $7.2M
GenTrust, LLC 0.34% Reduce -90.0% 120,923 $7.2M
Kingdom Financial Group LLC. 5.20% Add +0.6% 119,401 $7.1M
Financial Advisory Partners, LLC 2.36% Add +76.9% 118,823 $7.1M
OneAscent Wealth Management LLC 3.03% Reduce -54.4% 117,717 $7.0M
CWC Advisors, LLC. 3.90% Add +105.8% 115,456 $6.9M
Marietta Wealth Management, LLC 0.99% Add +8.9% 113,993 $6.8M
Rockefeller Capital Management L.P. 0.02% Reduce -34.1% 113,398 $6.7M
Janney Montgomery Scott LLC 0.02% Add +58.4% 111,545 $6.6M
Pinnacle Financial Partners Inc 0.13% Add +58.3% 113,168 $6.6M
Net Worth Advisory Group 2.06% Add +4.6% 110,332 $6.6M
Hara Capital LLC 4.39% Reduce -4.4% 109,284 $6.5M
Cantor Fitzgerald Investment Advisors L.P. 0.47% Reduce -0.7% 108,875 $6.5M
Silverleafe Capital Partners, LLC 2.18% Add +0.9% 106,899 $6.3M
Fluent Financial, LLC 2.76% Add +14.2% 106,615 $6.3M
Middleton & Co. Inc. 0.73% Add +38.4% 105,545 $6.3M
Avantax Advisory Services, Inc. 0.04% Add +78.8% 105,452 $6.3M
Integrated Advisors Network LLC 0.32% Add +0.1% 104,838 $6.2M
OMNI 360 Wealth, Inc. 4.16% Add +9.2% 104,519 $6.2M
Theory Financial LLC 2.60% Add +4.6% 103,873 $6.2M
Cobblestone Capital Advisors LLC 0.34% Add +73.3% 103,421 $6.1M
Flow Traders U.S. LLC 0.26% Reduce -72.4% 103,405 $6.1M
Atria Wealth Solutions, Inc. 0.07% Add +29.5% 102,948 $6.1M
Lauer Wealth, LLC 4.71% New 101,778 $6.1M
Harvest Portfolios Group Inc. 0.18% Add +9.4% 101,676 $6.0M
Alps Advisors Inc. 0.03% Reduce -1.0% 100,417 $6.0M
Marion Wealth Management 1.55% Add +9.2% 97,603 $5.8M
Gallagher Fiduciary Advisors, LLC 0.19% New 96,882 $5.8M
Synovus Financial Corp. 0.07% Add +3.0% 96,492 $5.7M
RFG Advisory, LLC 0.15% Add +13.1% 95,821 $5.7M
Segment Wealth Management, LLC 0.38% New 95,426 $5.7M
Brucke Financial, Inc. 4.90% Reduce -2.7% 94,137 $5.6M
Kraft Asset Management, LLC 5.16% Reduce -9.1% 94,778 $5.6M
Ameritas Advisory Services, LLC 0.23% Reduce -42.3% 94,592 $5.6M
Burkett Financial Services, LLC 2.27% Add +7.7% 93,789 $5.6M
Ranch Capital Advisors Inc. 2.63% Reduce -0.4% 93,517 $5.6M
NewEdge Wealth, LLC 0.10% Add +6.9% 92,545 $5.5M
Foster & Motley Inc. 0.34% Reduce -8.0% 92,090 $5.5M
Minot DeBlois Advisors LLC 5.43% Reduce -5.7% 91,682 $5.4M
Resonant Capital Advisors, LLC 0.38% Add +1.3% 91,625 $5.4M
Brown Advisory Inc. 0.01% Add +18.0% 91,096 $5.4M
Global Wealth Management Investment Advisory, Inc. 1.08% Reduce -4.1% 90,930 $5.4M
Ackerman Capital Advisors, LLC 1.42% Add +7.4% 90,473 $5.4M
Regions Financial Corp. 0.04% Reduce -0.1% 90,354 $5.4M
Checchi Capital Advisers, LLC 0.38% Add +7.0% 89,747 $5.3M
Fermata Advisors, LLC 0.96% Add +9.5% 89,601 $5.3M
Walker Financial Services, Inc. 2.78% Add +9.8% 89,287 $5.3M
Stableford Capital II LLC 2.21% Add +0.1% 88,322 $5.2M
Peoples Bank 3.42% Reduce -0.8% 87,673 $5.2M
Wit, LLC 0.15% Reduce -1.9% 86,788 $5.2M
Howard Bailey Securities, LLC 1.71% Add +8.6% 86,514 $5.1M
Baker Boyer National Bank 1.85% Reduce -16.8% 84,650 $5.0M
AdvisorNet Financial, Inc 0.37% Add +5.7% 83,527 $5.0M
Five Pine Wealth Management 3.95% Add +15.4% 81,656 $4.9M
WNY Asset Management, LLC 0.58% Add +41.9% 81,529 $4.8M
Benjamin Edwards Inc. 0.07% Add +0.2% 79,671 $4.7M
Principal Securities, Inc. 0.10% No change 79,846 $4.6M
Coldstream Capital Management Inc. 0.10% Reduce -18.9% 77,497 $4.6M
Envestnet Portfolio Solutions, Inc. 0.02% Add +22.5% 77,425 $4.6M
Shufro Rose & Co. LLC 0.36% Add +8.4% 77,062 $4.6M
Impact Investors, Inc 3.54% New 76,609 $4.6M
Silver Oak Wealth Advisors Services, LLC 4.04% Add +4.4% 76,339 $4.5M
Hexagon Capital Partners LLC 0.85% Add +86.0% 75,414 $4.5M
Auour Investments LLC 1.62% Add +1.6% 74,578 $4.5M
Franklin Resources Inc. 0.00% Add +7.2% 74,608 $4.4M
Simplicity Wealth,LLC 0.33% New 72,449 $4.3M
AlTi Global, Inc. 0.11% Add +64.3% 72,214 $4.3M
True Link Financial Advisors, LLC 0.32% No change 71,443 $4.2M
RoundAngle Advisors LLC 3.89% Reduce -1.8% 71,246 $4.2M
Hennion & Walsh Asset Management, Inc. 0.19% Add +15.2% 71,149 $4.2M
LifePlan Financial, LLC 3.67% Add +3.1% 70,888 $4.2M
HMV Wealth Advisors, LLC 3.33% Add +27.2% 70,763 $4.2M
SMART Wealth LLC 1.47% Reduce -12.9% 69,133 $4.1M
Victory Financial Group, LLC 0.78% Add +133.3% 70,797 $4.1M
PYA Waltman Capital, LLC 1.26% Add +3.5% 67,633 $4.0M
RB Capital Management, LLC 1.02% Add +6.6% 67,323 $4.0M
LFA - Lugano Financial Advisors SA 2.71% Add +3.3% 67,219 $4.0M
Prime Capital Investment Advisors, LLC 0.05% Add +98.5% 66,939 $4.0M
Montecito Bank & Trust 0.70% Add +6.7% 66,623 $4.0M
Dopkins Wealth Management, LLC 1.98% Add +11.7% 65,638 $3.9M
Dynamic Wealth Strategies, LLC 3.24% Add +0.1% 65,624 $3.9M
Alexander Labrunerie & Co., Inc. 1.66% Reduce -1.2% 63,667 $3.8M
Wedmont Private Capital 0.19% Add +8.4% 63,662 $3.7M
Foster Victor Wealth Advisors, LLC 0.30% Add +0.4% 63,532 $3.7M
Acropolis Investment Management, LLC 0.22% Reduce -12.3% 62,078 $3.7M
Hancock Whitney Corp. 0.12% Add +0.6% 60,142 $3.6M
Genesis Private Wealth, LLC 1.89% Add +3.9% 59,865 $3.6M
Mgo One Seven LLC 0.14% Add +22.5% 58,708 $3.5M
REDW Wealth LLC 1.29% Reduce -2.6% 58,322 $3.5M
James Investment Research, Inc. 0.44% Reduce -2.8% 58,081 $3.5M
OneDigital Investment Advisors LLC 0.04% Add +10.5% 57,761 $3.4M
Diversify Wealth Management, LLC 0.25% Reduce -19.4% 56,914 $3.4M
Alhambra Investment Management LLC 1.75% Add +0.3% 57,172 $3.4M
Merit Financial Group, LLC 0.05% Reduce -77.6% 56,672 $3.4M
Dorsey & Whitney Trust CO LLC 0.19% Add +2.8% 56,264 $3.3M
Tiff Advisory Services, LLC 0.79% No change 55,717 $3.3M
Hikari Tsushin, Inc. 0.22% No change 54,954 $3.3M
Northern Trust Corp. 0.00% Reduce -6.5% 54,928 $3.3M
Independent Advisor Alliance 0.11% Reduce -1.7% 54,626 $3.2M
Harbour Investments, Inc. 0.09% Add +6.3% 54,254 $3.2M
Orcam Financial Group 3.00% Add +3.2% 53,884 $3.2M
CW Advisors, LLC 0.04% Reduce -34.6% 53,781 $3.2M
Rialto Wealth Management, LLC 1.00% Add +67.5% 53,419 $3.2M
JDH Wealth Management, LLC 2.70% Add +26.3% 52,894 $3.1M
Kaufman Rossin Wealth, LLC 2.24% Reduce -3.5% 52,830 $3.1M
IRON Financial LLC 1.76% Reduce -9.7% 52,710 $3.1M
Bull Street Advisors, LLC 1.47% Reduce -1.6% 51,730 $3.1M
Blume Capital Management, Inc. 0.69% Reduce -35.8% 51,610 $3.1M
CFS Investment Advisory Services, LLC 0.27% Add +1.1% 51,320 $3.0M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -49.2% 50,759 $3.0M
Bragg Financial Advisors, Inc 0.12% Add +1.9% 50,501 $3.0M
Capital Group Private Client Services, Inc. 0.03% No change 50,420 $3.0M
Hickory Point Bank & Trust 2.62% Add +4.5% 50,260 $3.0M
Legacy PCG, LLC 2.09% Reduce -59.2% 49,824 $3.0M
Leavell Investment Management, Inc. 0.15% Add +11.7% 49,440 $2.9M
Consolidated Portfolio Review Corp 0.46% Reduce -0.7% 48,563 $2.9M
Human Investing LLC 0.51% Add +4.8% 48,434 $2.9M
Nilsine Partners, LLC 0.31% Reduce -33.7% 48,382 $2.9M
NewEdge Advisors, LLC 0.02% Add +14.3% 47,894 $2.8M
Stonehearth Capital Management, LLC 1.17% Add +2.2% 47,641 $2.8M
Orion Porfolio Solutions, LLC 0.03% Add +4.9% 47,200 $2.8M
Orion Portfolio Solutions, LLC 0.03% Add +4.9% 47,200 $2.8M
TD Private Client Wealth LLC 0.08% Add +3.6% 46,064 $2.7M
Graypoint LLC 0.17% Add +0.2% 45,483 $2.7M
Transform Wealth, LLC 0.16% Reduce -22.5% 45,195 $2.7M
Mercer Global Advisors Inc. 0.01% Add +30.4% 45,146 $2.7M
Citadel Advisors 0.00% Reduce -42.6% 44,892 $2.7M
Earned Wealth Advisors, LLC 0.58% Add +3.7% 44,814 $2.7M
Global Endowment Management, LP 0.35% No change 44,700 $2.7M
Pinnacle Associates Ltd. 0.04% Add +2.3% 44,639 $2.7M
Capstone Wealth Management, LLC 2.60% Reduce -35.0% 43,911 $2.6M
Pinnacle Wealth Management Advisory Group, LLC 0.24% Add +2.3% 43,342 $2.6M
CreativeOne Wealth, LLC 0.08% Add +13.2% 42,928 $2.5M
Ballentine Partners, LLC 0.04% Reduce -19.0% 42,412 $2.5M
IFG Advisory, LLC 0.14% Add +6.5% 42,173 $2.5M
Claris Advisors, LLC / Mo / 0.92% Add +8.9% 41,771 $2.5M
FSC Wealth Advisors, LLC 1.61% Add +54.4% 41,314 $2.5M
Rothschild Investment LLC 0.16% Reduce -2.1% 41,186 $2.4M
Transcendent Capital Group LLC 1.37% Reduce -1.4% 41,158 $2.4M
Cornerstone Wealth Advisors, Inc. 0.68% Add +13.4% 41,090 $2.4M
Nicolet Advisory Services, LLC 0.24% Add +0.6% 41,399 $2.4M
Altiora Financial Group, LLC 0.52% Reduce -22.9% 40,859 $2.4M
BIP Alliance, LLC 1.03% Add +10.8% 40,833 $2.4M
LJI Wealth Management, LLC 0.48% Reduce -9.0% 40,741 $2.4M
Atlas Capital Advisors Inc. 0.30% Reduce -55.6% 40,432 $2.4M
&partners 0.03% Reduce -3.1% 40,026 $2.4M
Whitcomb & Hess, Inc. 0.72% Add +5.5% 40,019 $2.4M
Advyzon Investment Management, LLC 0.83% Add +5.1% 39,523 $2.3M
Tandem Investment Partners LLC 2.32% Add +5.2% 39,510 $2.3M
Stifel Financial Corp. 0.00% Reduce -65.3% 39,004 $2.3M
Benningfield Financial Advisors, LLC 2.21% No change 38,787 $2.3M
Betterment LLC 0.01% Reduce -30.4% 38,664 $2.3M
Blair William & Co. 0.01% Reduce -23.8% 38,530 $2.3M
Anderson Hoagland & Co. 0.27% Reduce -1.3% 38,505 $2.3M
Dynamic Advisor Solutions LLC 0.07% New 37,390 $2.2M
Nixon Peabody Trust Co. 0.18% Reduce -9.5% 36,412 $2.2M
Smithfield Trust Co 0.11% No change 36,253 $2.2M
Sfm, LLC 1.58% Reduce -15.5% 36,234 $2.2M
Baron Silver Stevens Financial Advisors, LLC 0.37% Add +85.9% 35,821 $2.1M
LeConte Wealth Management, LLC 1.35% — 35,638 $2.1M
Signet Financial Management, LLC 0.29% Reduce -8.8% 35,581 $2.1M
Summit Wealth & Retirement Planning, Inc. 0.64% Reduce -3.3% 35,089 $2.1M
Strategic Investment Solutions, Inc. 0.60% Add +1182.6% 34,706 $2.1M
Brookstone Capital Management 0.03% Add +14.4% 34,492 $2.0M
Ascentis Independent Advisors 0.40% Reduce -19.1% 34,077 $2.0M
Sandy Spring Bank 0.08% Add +3.1% 33,833 $2.0M
World Investment Advisors 0.05% Add +2.0% 33,530 $2.0M
Wilmington Savings Fund Society, FSB 0.04% Add +50.8% 33,472 $2.0M
Wealthfront Advisers LLC 0.01% Add +18.4% 33,230 $2.0M
Quattro Financial Advisors LLC 0.67% New 32,877 $2.0M
Chandler Asset Management, Inc. 0.36% Add +168.5% 32,540 $1.9M
Kovack Advisors, Inc. 0.20% Add +3.0% 32,001 $1.9M
Cherry Tree Wealth Management, LLC 0.45% No change 31,693 $1.9M
LifeWealth Investments, LLC 0.90% Add +63.3% 31,397 $1.9M
First American Trust, FSB 0.17% Add +59.1% 31,333 $1.9M
South Plains Financial, Inc. 1.45% Add +1.1% 31,272 $1.9M
Shayne & Jacobs, LLC 0.46% No change 31,180 $1.9M
CGN Advisors LLC 0.18% Reduce -5.1% 30,998 $1.8M
Two Sigma Securities, LLC 0.28% New 30,969 $1.8M
Wells Financial Advisors INC 2.43% Reduce -0.8% 29,628 $1.8M
Abacus Wealth Partners, LLC 0.26% Add +8.8% 28,651 $1.7M
Ethic Inc. 0.03% Add +8.8% 28,651 $1.7M
Mechanics Financial Corp 0.77% Add +12.7% 28,469 $1.7M
Bryn Mawr Trust Advisors, LLC 0.10% Add +13.0% 27,842 $1.7M
Fagan Associates, Inc. 0.27% Reduce -4.4% 26,831 $1.6M
Breakwater Investment Management 0.68% No change 26,808 $1.6M
Essex Bank 0.39% Reduce -1.7% 26,797 $1.6M
Kestra Private Wealth Services, LLC 0.03% Reduce -10.8% 26,341 $1.6M
Glass Jacobson Investment Advisors llc 0.51% No change 26,972 $1.6M
Lazard Asset Management LLC 0.00% No change 26,279 $1.6M
WESCAP Management Group, Inc. 0.38% Add +48.4% 25,919 $1.5M
Pinnacle Bancorp, Inc. 0.50% Add +17.8% 25,883 $1.5M
AXS Investments LLC 0.42% New 25,740 $1.5M
Savant Capital, LLC 0.01% Add +17.6% 25,706 $1.5M
GeoWealth Management, LLC 0.06% Add +363.0% 25,608 $1.5M
Parkside Advisors LLC 0.36% Add +5.5% 25,214 $1.5M
Omega Advisors (Leon Cooperman) 0.06% No change 25,028 $1.5M
Cardiff Park Advisors, LLC 0.14% Reduce -10.9% 24,287 $1.4M
OneAscent Family Office, LLC 1.32% Reduce -27.1% 23,856 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -52.8% 23,699 $1.4M
Americana Partners, LLC 0.05% Add +6.5% 23,495 $1.4M
Whittier Trust Co. 0.02% Reduce -13.4% 22,778 $1.4M
Ignite Planners, LLC 0.26% Reduce -5.1% 22,644 $1.3M
REAP Financial Group, LLC 0.33% Add +0.5% 22,640 $1.3M
Plan A Wealth LLC 1.04% Add +366.2% 22,512 $1.3M
E&G Advisors, LLC 0.38% No change 22,505 $1.3M
J.W. Cole Advisors, Inc. 0.04% Add +305.5% 22,334 $1.3M
FFT Wealth Management LLC 0.27% Reduce -31.5% 22,019 $1.3M
IFP Advisors, Inc 0.04% Reduce -13.1% 21,794 $1.3M
Verity Asset Management, Inc. 0.52% Reduce -0.7% 21,378 $1.3M
Avalon Capital Management 0.37% New 21,378 $1.3M
LCNB Corp. 0.47% No change 21,326 $1.3M
Financial Engines Advisors L.L.C. 0.00% Reduce -23.6% 21,317 $1.3M
Braun-Bostich & Associates Inc. 0.93% Reduce -1.6% 21,097 $1.3M
Arax Advisory Partners 0.08% Add +205.9% 21,095 $1.3M
Fiduciary Trust Co 0.02% Reduce -7.9% 20,785 $1.2M
Rothschild Wealth LLC 0.34% Add +9.1% 20,707 $1.2M
Archer Investment Management, LLC 0.84% Reduce -8.2% 20,532 $1.2M
Walkner Condon Financial Advisors LLC 0.24% Add +24.2% 20,240 $1.2M
FWG Investments, LLC. 1.41% Reduce -3.1% 20,194 $1.2M
Nwam LLC 0.10% Add +5.0% 20,190 $1.2M
Ieq Capital, LLC 0.01% Add +226.1% 20,082 $1.2M
Prospera Financial Services Inc 0.03% Reduce -9.4% 19,722 $1.2M
Kingsview Wealth Management, LLC 0.02% Reduce -23.0% 19,685 $1.2M
MIdWestOne Financial Group, Inc. 0.17% Add +5.4% 19,665 $1.2M
Savvy Advisors, Inc. 0.12% New 19,655 $1.2M
Sowell Financial Services LLC 0.05% Add +45.6% 19,358 $1.1M
Sequoia Financial Advisors, LLC 0.01% Reduce -5.7% 19,035 $1.1M
Compound Planning, Inc. 0.05% Reduce -31.0% 19,007 $1.1M
Connecticut Wealth Management, LLC 0.06% New 18,894 $1.1M
Gotham Asset Management 0.01% No change 18,844 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Add +17.8% 18,698 $1.1M
Hunter Associates Investment Management LLC 0.17% Add +11.2% 18,628 $1.1M
First Financial Bankshares Inc 0.02% Reduce -25.5% 18,482 $1.1M
Fiduciary Financial Group, LLC 0.24% Reduce -8.2% 18,355 $1.1M
Silver Oak Advisory Group, Inc. 0.57% Add +0.1% 18,053 $1.1M
Prime Buchholz LLC 0.37% No change 17,982 $1.1M
EP Wealth Advisors, LLC 0.01% Reduce -23.5% 17,924 $1.1M
SigFig Wealth Management, LLC 0.04% Add +145.3% 17,855 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.05% Reduce -34.4% 17,706 $1.1M
Talon Private Wealth, LLC 0.14% Reduce -16.9% 17,644 $1.0M
Ashton Thomas Private Wealth, LLC 0.04% Reduce -9.5% 17,517 $1.0M
Forza Wealth Management, LLC 0.47% No change 17,500 $1.0M
Patten Group, Inc. 0.23% Reduce -2.9% 17,137 $1.0M
Koshinski Asset Management, Inc. 0.09% Add +1.7% 16,960 $1.0M
Stonehage Fleming Financial Services Holdings Ltd 0.04% No change 16,802 $998K
Janus Henderson Group PLC 0.00% Add +2.2% 16,770 $994K
Natixis Advisors, LLC 0.00% Add +18.8% 16,623 $987K
Susquehanna International Group, LLP 0.00% Reduce -85.8% 16,393 $974K
Lauterbach Financial Advisors, LLC 0.60% Reduce -0.0% 16,343 $971K
Ramiah Investment Group 0.92% Reduce -10.9% 16,201 $962K
SkyOak Wealth, LLC 0.21% Add +2.8% 16,192 $962K
Belpointe Asset Management LLC 0.05% Reduce -5.0% 16,172 $961K
Perigon Wealth Management, LLC 0.02% Add +3.2% 15,882 $943K
Croban 0.87% Add +7.0% 15,845 $941K
Global Assets Advisory, LLC 0.18% Add +200.0% 15,870 $940K
Pacific Capital Wealth Advisors, Inc. 0.16% Reduce -38.8% 15,823 $940K
Beacon Pointe Advisors, LLC 0.01% Reduce -13.3% 15,794 $938K
Pure Financial Advisors, LLC 0.02% New 15,689 $932K
Clarity Capital Advisors, LLC 0.61% Add +6.7% 15,646 $929K
Diversify Advisory Services, LLC 0.06% Reduce -32.0% 15,428 $923K
Core Wealth Partners LLC 0.53% Add +165.0% 15,478 $919K
Ameraudi Asset Management, Inc. 0.52% Reduce -90.7% 15,267 $907K
Wealthcare Advisory Partners LLC 0.02% Reduce -92.7% 15,256 $906K
Blossom Wealth Management 1.81% Add +13.9% 15,127 $898K
B.O.S.S. Retirement Advisors, LLC 0.26% Reduce -6.2% 15,074 $895K
D.A. Davidson & Co. 0.01% Add +5.0% 14,916 $886K
SouthState Bank Corp 0.04% Add +14.3% 14,852 $882K
Investment Advisory Group, LLC 0.29% Add +23.7% 14,793 $879K
MMBG Investment Advisors Co. 0.10% No change 14,793 $879K
Compass Ion Advisors, LLC 0.10% No change 14,381 $854K
Topel & Distasi Wealth Management, LLC 0.40% Reduce -24.1% 14,358 $853K
Winch Advisory Services, LLC 0.23% Add +13.8% 14,341 $852K
Stephens Group Asset Management, LLC 0.07% Reduce -13.5% 14,300 $849K
Smartleaf Asset Management LLC 0.08% Add +3.3% 14,290 $847K
Towne Trust Company, N.A 0.30% Add +552.1% 14,215 $844K
Aries Wealth Management 0.22% Reduce -6.0% 13,942 $828K
Great Valley Advisor Group, Inc. 0.02% Reduce -37.6% 13,857 $823K
Team Hewins, LLC 0.32% New 13,850 $823K
Signal Advisors Wealth, LLC 0.08% Reduce -19.8% 13,694 $813K
Avior Wealth Management, LLC 0.03% Add +0.0% 13,679 $813K
Old Mission Capital LLC 0.02% New 13,549 $805K
Laraway Financial Advisors Inc 0.64% No change 13,542 $804K
Uptick Partners, LLC 0.26% Reduce -1.2% 13,066 $776K
Schulz Wealth, LTD. 0.58% Add +110.7% 12,887 $765K
Mutual Advisors, LLC 0.02% Reduce -61.9% 12,761 $759K
Pines Wealth Management, LLC 0.35% Reduce -28.5% 12,731 $755K
Keel Point, LLC 0.06% Reduce -3.9% 12,685 $753K
ZWJ Investment Counsel Inc. 0.03% No change 12,651 $751K
Financial Counselors Inc. 0.01% Add +33.8% 12,467 $741K
Trivium Point Advisory, LLC 0.09% Add +51.9% 12,423 $738K
Rockwood Wealth Management, LLC 0.08% Add +82.8% 12,400 $737K
Syon Capital LLC 0.06% Add +93.0% 12,390 $736K
PFG Advisors 0.04% Add +1.1% 12,384 $736K
Bison Wealth, LLC 0.07% Reduce -4.3% 12,354 $734K
Cornerstone Wealth Management, LLC 0.05% Add +138.1% 12,283 $730K
Houlihan Financial Resource Group, Ltd. 0.33% Reduce -5.8% 12,278 $729K
W.H. Cornerstone Investments Inc. 0.48% Add +0.1% 11,794 $701K
Paragon Capital Management Ltd 0.14% Reduce -36.1% 11,593 $689K
Olde Wealth Management, LLC 0.24% Reduce -2.3% 11,536 $685K
Aspire Private Capital, LLC 0.17% New 11,436 $679K
Davidson Capital Management Inc. 0.18% Add +60.1% 11,352 $674K
Moss Adams Wealth Advisors LLC 0.07% Reduce -99.0% 11,186 $664K
CoreCap Advisors, LLC 0.03% Reduce -9.9% 11,174 $664K
Tenon Financial LLC 0.41% New 11,120 $661K
Bailard, Inc. 0.02% Reduce -88.6% 10,950 $650K
Sheaff Brock Investment Advisors, LLC 0.06% No change 10,832 $643K
Choreo, LLC 0.01% Reduce -12.5% 10,774 $640K
Zhang Financial LLC 0.03% No change 10,715 $636K
Icon Wealth Advisors, LLC 0.05% No change 10,695 $635K
Alteri Wealth LLC 0.28% Add +24.9% 10,663 $633K
Concord Wealth Partners 0.10% Reduce -26.4% 10,660 $633K
Gibraltar Capital Management, Inc. 0.14% New 10,581 $629K
JFS Wealth Advisors, LLC 0.04% Add +103.6% 10,573 $628K
SVB Wealth LLC 0.03% New 10,502 $624K
Concurrent Investment Advisors, LLC 0.02% Add +2.5% 10,483 $623K
Evolution Wealth Advisors, LLC 0.10% No change 10,449 $621K
Thomasville National Bank 0.04% No change 10,358 $615K
Wedbush Securities Inc. 0.02% Add +14.4% 10,229 $608K
Evergreen Capital Management LLC 0.02% No change 10,095 $600K
Gladstone Institutional Advisory LLC 0.03% Add +100.6% 10,090 $599K
Exencial Wealth Advisors, LLC 0.02% Add +63.7% 10,016 $595K
Greenspring Advisors, LLC 0.14% Add +150.1% 9,930 $590K
Crestwood Advisors Group, LLC 0.01% Reduce -2.6% 9,757 $580K
CWS Financial Advisors, LLC 0.18% New 9,721 $577K
McAdam, LLC 0.04% Reduce -16.5% 9,709 $577K
Flagstone Financial Management 0.18% No change 9,579 $569K
Boston Family Office LLC 0.04% Add +9.7% 9,560 $568K
Jump Financial, LLC 0.01% New 9,481 $563K
Armstrong Advisory Group, Inc. 0.04% No change 9,512 $552K
Axis Wealth Partners, LLC 0.40% Add +3.0% 9,193 $546K
Fairview Capital Investment Management, LLC 0.03% Add +61.1% 9,176 $545K
Trust Co 0.06% Add +10.2% 9,151 $544K
GAMMA Investing LLC 0.04% Add +23.5% 9,080 $539K
Aspiriant, LLC 0.02% Add +37.8% 9,056 $538K
BIP Wealth, LLC 0.03% Add +32.5% 9,009 $535K
Transce3nd, LLC 0.23% Reduce -6.1% 8,860 $526K
First Manhattan Co. Llc. 0.00% Add +17.5% 8,849 $526K
Stonebridge Financial Planning Group, LLC 0.24% Add +6.3% 8,743 $519K
Hanover Advisors Inc. 0.22% New 8,687 $516K
Meitav Investment House Ltd. 0.01% Add +6.1% 8,610 $511K
Argent Trust Co 0.02% Add +40.2% 8,482 $504K
Townsquare Capital LLC 0.01% Reduce -16.1% 8,371 $497K
Quest 10 Wealth Builders, Inc. 0.53% Add +5.2% 8,355 $496K
Keybank National Association 0.00% New 8,284 $492K
Westfuller Advisors, LLC 0.32% Add +0.7% 8,188 $486K
Arkadios Wealth Advisors 0.02% Add +51.0% 8,167 $485K
Waterway Wealth Management, LLC 0.20% Reduce -94.0% 8,163 $484K
Advisor Resource Council 0.04% New 8,674 $476K
XTX Topco Ltd 0.02% Add +33.6% 7,887 $468K
Chicago Partners Investment Group LLC 0.02% Add +1.0% 7,870 $467K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% New 7,866 $467K
US Bancorp \de 0.00% Reduce -14.1% 7,748 $460K
United Community Bank 0.17% Reduce -8.9% 7,627 $453K
Koss-Olinger Consulting, LLC 0.04% New 7,595 $451K
Woodmont Investment Counsel LLC 0.03% New 7,521 $447K
Power Wealth Management LLC 0.18% Reduce -22.3% 7,446 $442K
Swmg, LLC 0.17% Add +85.9% 7,288 $434K
Clear Point Advisors Inc. 0.39% Reduce -16.7% 7,257 $431K
Parsons Capital Management Inc. 0.02% New 7,254 $431K
Summit Global Investments 0.03% Reduce -0.9% 7,185 $427K
GC Wealth Management RIA, LLC 0.08% New 7,095 $421K
Lloyd Advisory Services, LLC. 0.21% Add +34.6% 7,086 $421K
Keb Asset Management, LLC 0.12% Add +33.8% 7,063 $420K
Calamos Wealth Management LLC 0.02% Add +40.5% 7,003 $416K
Cresset Asset Management, LLC 0.00% Reduce -23.7% 6,986 $415K
Tennessee Valley Asset Management Partners 0.07% No change 6,900 $410K
Disciplined Investments, LLC 0.19% Add +37.7% 6,869 $408K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 6,852 $407K
Natural Investments, LLC 0.11% Add +38.4% 6,774 $402K
FLP Wealth Management, LLC 1.27% Add +97.6% 6,729 $400K
FC Advisory LLC 0.13% Reduce -9.8% 6,702 $398K
Parallel Advisors, LLC 0.01% No change 6,665 $396K
Continuum Advisory, LLC 0.05% Reduce -0.5% 6,456 $384K
Stevens Capital Partners 0.18% Reduce -17.5% 6,438 $382K
Voisard Asset Management Group, Inc. 0.11% Reduce -0.9% 6,419 $381K
Caldwell Trust Co 0.04% No change 6,410 $381K
Focus Financial Network, Inc. 0.02% Reduce -6.7% 6,316 $375K
Waverly Advisors, LLC 0.00% Reduce -1.1% 6,273 $373K
McLean Asset Management Corp 0.12% Reduce -33.1% 6,265 $372K
GWN Securities Inc. 0.02% New 6,253 $372K
Aptus Capital Advisors, LLC 0.00% Reduce -38.5% 6,240 $371K
Powers Advisory Group, LLC 0.17% New 6,089 $362K
IVC Wealth Advisors LLC 0.19% Reduce -6.2% 6,072 $361K
Guardian Wealth Advisors, LLC / NC 0.03% Add +0.0% 6,070 $361K
Rockbridge Investment Management, LCC 0.04% Reduce -3.8% 5,933 $352K
Warner Financial, Inc. 0.15% No change 5,859 $348K
Vista Capital Partners, Inc. 0.04% Add +0.9% 5,843 $347K
SBI Securities Co., Ltd. 0.01% Reduce -0.3% 5,760 $342K
SageView Advisory Group, LLC 0.01% Add +10.8% 5,739 $341K
Stansberry Asset Management, LLC 0.04% New 5,665 $337K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -1.1% 5,663 $336K
DAVENPORT & Co LLC 0.00% Add +20.4% 5,610 $333K
Composition Wealth, LLC 0.01% Reduce -47.3% 5,496 $326K
Sachem Hill LLC 0.06% Reduce -50.8% 5,432 $323K
Arlington Financial Advisors, LLC 0.06% No change 5,428 $322K
InTrack Investment Management Inc 0.29% No change 5,400 $321K
Prairieview Wealth Partners, LLC 0.39% Reduce -17.0% 5,376 $319K
Cadence Bank 0.02% Add +6.1% 5,356 $318K
Clear Creek Financial Management, LLC 0.03% Reduce -66.1% 5,320 $316K
ETF Store, Inc. 0.39% Reduce -12.6% 5,298 $315K
Iowa State Bank 0.07% New 5,271 $313K
Equita Financial Network, Inc. 0.11% No change 5,230 $311K
Evercore Wealth Management, LLC 0.01% No change 5,197 $309K
Titleist Asset Management, LLC 0.04% Add +17.1% 5,194 $309K
Integrated Investment Consultants, LLC 0.06% No change 5,190 $308K
J. W. Coons Advisors, LLC 0.08% No change 5,175 $307K
Waller Financial Planning Group, Inc. 0.08% Reduce -2.8% 5,089 $302K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +7.7% 5,088 $302K
Regal Investment Advisors LLC 0.02% New 4,996 $297K
American Financial Advisors, LLC 0.04% Add +0.6% 4,979 $296K
Sharkey, Howes & Javer 0.04% Reduce -2.9% 4,942 $294K
Moneta Group Investment Advisors LLC 0.00% New 4,938 $293K
Keebeck Wealth Management 0.04% New 4,899 $291K
Joel Adams & Associates, Inc. 0.26% New 4,898 $291K
BWM Planning, LLC 0.12% No change 4,876 $290K
Sigma Planning Corp 0.01% Add +1.5% 4,859 $289K
Journey Strategic Wealth LLC 0.01% Reduce -73.7% 4,842 $288K
Beaird Harris Wealth Management, LLC 0.02% Add +4.6% 4,778 $284K
Latitude Advisors, LLC 0.16% Add +23.4% 4,764 $283K
Texas Bank & Trust Co 0.12% No change 4,755 $282K
Capital Planning Advisors, LLC 0.04% No change 4,710 $280K
Private Trust Co. NA 0.03% Add +129.6% 4,544 $270K
IFG Advisors, LLC 0.05% Add +10.4% 4,538 $270K
Mittelman Wealth Management 0.24% New 4,513 $268K
Financial Council, LLC 0.14% Reduce -5.6% 4,498 $267K
CX Institutional 0.01% New 4,396 $261K
Thoroughbred Financial Services, LLC 0.02% Add +1.6% 4,351 $258K
Kingswood Wealth Advisors, LLC 0.02% Reduce -92.7% 4,322 $257K
Kohmann Bosshard Financial Services, LLC 0.03% New 4,310 $256K
Meridian Wealth Partners, LLC 0.04% Reduce -0.6% 4,300 $255K
Meyer Handelman Co. 0.01% No change 4,296 $255K
River Street Advisors LLC 0.13% Reduce -10.3% 4,264 $253K
Capital Investment Advisory Services, LLC 0.02% Add +53.4% 4,259 $253K
National Philanthropic Trust 0.00% No change 4,246 $252K
Baker Avenue Asset Management, LP 0.01% Reduce -29.5% 4,234 $251K
BLB&B Advisors, LLC 0.01% No change 4,211 $250K
ARK & TLK Investments, LLC 0.09% No change 4,206 $250K
Astra Wealth Partners LLC 0.24% No change 4,175 $248K
SwitchPoint Financial Planning, LLC 0.24% Add +0.6% 4,175 $248K
Crews Bank & Trust 0.04% Add +14.2% 4,168 $248K
PFG Investments, LLC 0.02% Add +0.0% 4,136 $246K
Tortoise Investment Management, LLC 0.03% Reduce -9.7% 4,041 $240K
Wealth Management Resources, Inc. 0.09% New 4,010 $238K
Courier Capital LLC 0.02% New 3,950 $235K
Accurate Wealth Management, LLC 0.04% New 3,941 $231K
Lanark Financial, Inc. 0.02% — 3,890 $231K
Howard Wealth Management, LLC 0.13% Add +0.3% 3,851 $229K
Successful Portfolios LLC 0.15% Add +2.8% 3,824 $227K
FSA Advisors, Inc. 0.18% New 3,810 $226K
Transcend Capital Advisors, LLC 0.02% Add +1.4% 3,810 $226K
Hilltop Holdings Inc. 0.01% New 3,787 $225K
Caliber Wealth Management, LLC / KS 0.03% — 3,747 $223K
Columbus Macro, LLC 0.03% Reduce -1.1% 3,742 $222K
Rehmann Capital Advisory Group 0.01% Reduce -6.7% 3,700 $220K
IHT Wealth Management, LLC 0.01% Reduce -36.5% 3,681 $219K
Fortress Financial Solutions, LLC 0.31% New 3,665 $218K
Pure Portfolios Holdings LLC 0.08% Reduce -0.6% 3,654 $217K
Brighton Jones LLC 0.01% Reduce -26.3% 3,642 $216K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -8.2% 3,634 $216K
RHS Financial, LLC 0.12% New 3,613 $215K
DDFG, Inc 0.06% Reduce -94.8% 3,548 $211K
GenWealth Group, Inc. 0.05% No change 3,530 $210K
Waldron Private Wealth LLC 0.01% New 3,520 $209K
Soltis Investment Advisors LLC 0.02% New 3,483 $207K
Sunflower Bank, N.A. 0.06% Reduce -14.6% 3,456 $205K
Verisail Partners, LLC 0.09% Reduce -23.1% 3,442 $204K
Wingate Wealth Advisors, Inc. 0.24% No change 3,438 $204K
Caitlin John, LLC 0.20% No change 3,435 $204K
Parkworth Wealth Management, Inc. 0.16% Reduce -1.2% 3,422 $203K
Valley Forge Investment Consultants Inc. Adv 0.07% New 3,375 $200K
Decker Retirement Planning Inc. 0.12% Add +61.2% 3,275 $195K
Cullen/Frost Bankers, Inc. 0.00% Reduce -19.9% 3,255 $193K
Cooksen Wealth, LLC 0.18% New 3,107 $182K
Golden State Wealth Management, LLC 0.02% Reduce -12.3% 2,771 $165K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 2,676 $158K
Signaturefd, LLC 0.00% Add +217.8% 2,587 $154K
Morton Brown Family Wealth, LLC 0.05% No change 2,565 $152K
Ameritas Investment Partners, Inc. 0.01% No change 2,500 $149K
BlackRock, Inc. 0.00% No change 2,476 $147K
CIBC Private Wealth Group LLC 0.00% Reduce -19.5% 2,425 $144K
Whittier Trust Co. of Nevada Inc. 0.00% Add +6225.0% 2,277 $135K
Lord & Richards Wealth Management, LLC 0.15% New 2,246 $133K
Inlight Wealth Management, LLC 0.08% New 2,099 $125K
Tucker Asset Management LLC 0.04% No change 2,096 $125K
First PREMIER Bank 0.03% Reduce -8.8% 2,076 $123K
Kathleen S. Wright Associates Inc. 0.05% No change 2,000 $119K
Eastern Bank 0.00% No change 1,930 $115K
Avion Wealth 0.03% No change 1,974 $114K
HM Payson & Co. 0.00% New 1,838 $109K
Synergy Investment Management, LLC 0.04% No change 1,795 $107K
Bogart Wealth, LLC 0.00% Reduce -25.0% 1,752 $104K
SYM FINANCIAL Corp 0.01% New 1,720 $102K
Sound Income Strategies, LLC 0.01% Reduce -2.8% 1,666 $99K
Woodside Wealth Management LLC 0.09% — 1,663 $99K
National Bank of Canada 0.00% Reduce -3.6% 1,532 $91K
Elevation Wealth Partners, LLC 0.04% No change 1,510 $90K
CENTRAL TRUST Co 0.00% Add +40.5% 1,507 $90K
Capital Analysts, LLC 0.00% Add +0.3% 1,450 $86K
Glen Eagle Advisors, LLC 0.01% No change 1,406 $84K
Pineridge Advisors LLC 0.03% Reduce -5.9% 1,363 $81K
Pacifica Partners Inc. 0.04% No change 1,330 $80K
Evelyn Partners Asset Management Ltd 0.02% No change 1,315 $78K
Edmond DE Rothschild Holding S.A. 0.00% New 1,253 $74K
Cape Investment Advisory, Inc. 0.03% Add +27.1% 1,234 $73K
Geneos Wealth Management Inc. 0.00% Add +85.3% 1,132 $67K
Bernard Wealth Management Corp. 0.03% New 1,124 $67K
2UniFi Bank 0.04% Add +63.7% 1,118 $66K
First Pacific Financial 0.01% Reduce -41.9% 1,055 $63K
Webster Bank, N. A. 0.01% Reduce -53.9% 1,049 $62K
Bessemer Group Inc. 0.00% Add +1.6% 1,029 $61K
Trust Co. of Vermont 0.00% No change 1,016 $60K
Mowery & Schoenfeld Wealth Management, LLC 0.12% New 1,013 $60K
Federation des caisses Desjardins du Quebec 0.00% No change 996 $59K
WealthShield Partners, LLC 0.01% No change 980 $58K
Iron Horse Wealth Management, LLC 0.02% Add +28.5% 901 $54K
Fairway Wealth LLC 0.02% No change 885 $53K
High Note Wealth, LLC 0.01% Reduce -31.9% 863 $51K
Integrity Financial Corp 0.03% New 820 $49K
Brown Brothers Harriman & Co. 0.00% Add +131.6% 806 $48K
Vermillion & White Wealth Management Group, LLC 0.03% No change 795 $47K
Briaud Financial Planning Inc 0.02% Add +0.0% 794 $47K
Qube Research & Technologies Ltd 0.00% Reduce -9.0% 757 $45K
Lowe Wealth Advisors, LLC 0.02% No change 742 $44K
Private Wealth Asset Management, LLC 0.01% — 731 $43K
Spire Wealth Management 0.00% Add +63.7% 668 $40K
Rossby Financial, LCC 0.02% New 660 $39K
Anderson Financial Strategies, LLC 0.02% New 648 $38K
Colonial Trust Co / SC 0.01% No change 643 $38K
WASHINGTON TRUST Co 0.00% No change 621 $37K
AllSquare Wealth Management LLC 0.02% No change 607 $36K
Financial Gravity Asset Management, Inc. 0.01% — 599 $36K
NorthRock Partners, LLC 0.00% Reduce -55.2% 594 $35K
Parkside Financial Bank & Trust 0.00% No change 536 $32K
YANKCOM Partnership 0.02% No change 512 $30K
Tompkins Financial Corp. 0.00% New 510 $30K
Sunbelt Securities, Inc. 0.00% Add +1.3% 487 $29K
Tower Research Capital LLC (TRC) 0.00% New 484 $29K
Bokf, NA 0.00% No change 475 $28K
New Republic Capital, LLC 0.01% No change 453 $27K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.5% 443 $26K
Daiwa Securities Group Inc. 0.00% New 445 $26K
Beacon Capital Management, LLC 0.00% Add +0.5% 403 $24K
Medallion Wealth Advisors, LLC 0.01% Add +0.8% 395 $23K
True Wealth Design, LLC 0.01% No change 348 $21K
Fairman Group, LLC 0.02% Add +9.3% 388 $21K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -13.1% 344 $20K
Halbert Hargrove Global Advisors, LLC 0.00% New 343 $20K
Anchor Investment Management, LLC 0.00% No change 334 $20K
Cornerstone Planning Group LLC 0.00% New 335 $20K
Versant Capital Management, Inc 0.00% No change 327 $19K
Carolinas Wealth Consulting LLC 0.00% No change 319 $19K
MRP Capital Investments, LLC 0.02% No change 311 $18K
CVA Family Office, LLC 0.00% New 296 $18K
Godsey & Gibb, Inc. 0.00% No change 290 $17K
Sachetta, LLC 0.01% No change 288 $17K
McIlrath & Eck, LLC 0.00% Add +220.4% 282 $17K
Mattson Financial Services, LLC 0.01% New 280 $17K
Strengthening Families & Communities, LLC 0.01% Add +0.8% 256 $15K
Wood Tarver Financial Group, LLC 0.00% No change 233 $14K
Harbor Investment Advisory, LLC 0.00% Add +64.0% 223 $13K
Hoese & Co LLP 0.01% No change 204 $12K
BankPlus Trust Department 0.00% No change 180 $11K
GPS Wealth Strategies Group, LLC 0.00% No change 174 $10K
Whipplewood Advisors, LLC 0.01% New 848 $10K
Larson Financial Group LLC 0.00% Add +591.7% 166 $10K
Morling Financial Advisors, LLC 0.00% New 157 $9K
Abound Wealth Management 0.00% New 153 $9K
Barrett & Company, Inc. 0.00% No change 147 $9K
Founders Financial Alliance, LLC 0.00% Add +126.2% 138 $8K
Ridgewood Investments LLC 0.00% Reduce -32.8% 133 $8K
Mb, Levis & Associates, LLC 0.00% No change 132 $8K
New Millennium Group LLC 0.01% Reduce -3.6% 132 $8K
Kayne Anderson Rudnick Investment Management LLC 0.00% New 120 $7K
Curio Wealth, LLC 0.00% New 4 $6K
HHM Wealth Advisors, LLC 0.00% No change 107 $6K
Riggs Asset Managment Co. Inc. 0.00% New 105 $6K
Wolff Wiese Magana LLC 0.00% No change 99 $6K
Russell Investments Group, Ltd. 0.00% New 98 $6K
IMA Advisory Services, Inc. 0.00% New 91 $5K
Lindbrook Capital, LLC 0.00% New 90 $5K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 89 $5K
Asset Dedication, LLC 0.00% No change 82 $5K
1 North Wealth Services LLC 0.00% New 72 $4K
MCF Advisors LLC 0.00% New 69 $4K
POM Investment Strategies, LLC 0.00% New 67 $4K
Nemes Rush Group LLC 0.00% No change 64 $4K
Dunhill Financial, LLC 0.00% Add +121.4% 62 $4K
Virtus Advisers, LLC 0.00% New 59 $4K
City State Bank 0.00% No change 58 $3K
Truvestments Capital LLC 0.00% No change 54 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 44 $3K
Ashton Thomas Securities, LLC 0.00% No change 44 $3K
Phillips Financial Management, LLC 0.00% No change 43 $3K
Key Financial Inc 0.00% No change 39 $2K
Archer Investment Corp 0.00% No change 38 $2K
Kiker Wealth Management, LLC 0.00% New 37 $2K
Investors Research Corp 0.00% No change 37 $2K
Transamerica Financial Advisors, LLC 0.00% No change 24 $2K
Topsail Wealth Management, LLC 0.00% No change 33 $2K
Logan Capital Management Inc. 0.00% No change 18 $1K
EPG Wealth Management LLC 0.00% No change 16 $950
Heritage Wealth Advisors 0.00% New 12 $713
Rakuten Securities, Inc. 0.00% Reduce -50.0% 2 $119
Cheviot Value Management, LLC 0.00% New 2 $118

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