Vanguard Russell 1000 GrowthVONGETF

13F holders, Q3 2024 (September 30)
634holders +20
59new positions
38sold out
6famous investors
$96.48avg. 13F price*

At the end of Q3 2024, 634 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 20 from Q2 2024. 59 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($2.9B), Avantax Advisory Services, Inc. ($1.0B) and Morgan Stanley ($600.7M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Russell 1000 Growth
CUSIP
92206C680
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 579Q1 2024Q2 2024: 614Q2 2024Q3 2024: 634Q3 2024Q4 2024: 739Q4 2024Q1 2025: 712Q1 2025Q2 2025: 750Q2 2025Q3 2025: 790Q3 2025Q4 2025: 857Q4 2025Q1 2026: 866Q1 2026Q2 2026: 957Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions59$38.0M
Exits38$340.7M

All 13F filers, Q2 2024 → Q3 2024: 4,451,151 shares bought and 7,129,080 shares sold, net −2,677,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 634 holders

Bank of America Corp. 0.26% Add +1.0% 30,259,489 $2.9B
Avantax Advisory Services, Inc. 6.60% Reduce -2.1% 10,420,187 $1.0B
Morgan Stanley 0.04% Add +2.4% 6,223,477 $600.7M
LPL Financial LLC 0.22% Add +10.3% 5,172,862 $499.3M
Tiaa Trust, National Association 1.34% Add +1.3% 4,664,981 $450.3M
Citigroup Inc. 0.36% Reduce -7.5% 4,023,270 $388.3M
Ameriprise Financial Inc. 0.10% Reduce -11.0% 3,815,317 $368.8M
Envestnet Asset Management Inc. 0.11% Reduce -5.9% 3,622,654 $349.7M
UBS Group AG 0.09% Reduce -0.6% 3,420,783 $330.2M
Sequoia Financial Advisors, LLC 3.44% Add +0.1% 3,316,670 $320.1M
Wells Fargo & Company 0.08% Add +2.1% 3,308,718 $319.4M
Equitable Holdings, Inc. 3.08% Reduce -1.6% 3,300,785 $318.6M
Commonwealth Equity Services, LLC 0.30% Add +0.8% 2,054,868 $198.3M
Truist Financial Corp. 0.27% Reduce -2.5% 1,789,862 $172.8M
Raymond James Financial Services Advisors, Inc. 0.22% Add +2.1% 1,741,489 $168.1M
SageView Advisory Group, LLC 7.86% Reduce -17.6% 1,605,073 $154.9M
HighTower Advisors, LLC 0.21% Add +1.0% 1,442,212 $139.2M
Wealthquest Corp 10.64% Add +5.0% 1,268,388 $120.8M
Quent Capital, LLC 11.77% Reduce -2.4% 1,201,035 $115.9M
Prudential Financial Inc. 0.14% Reduce -3.3% 1,052,483 $101.6M
Silvercrest Asset Management Group LLC 0.67% Reduce -18.8% 1,014,590 $97.9M
PNC Financial Services Group, Inc. 0.06% Reduce -0.8% 935,614 $90.3M
Raymond James & Associates 0.05% Add +15.7% 873,355 $84.3M
First Hawaiian Bank 2.55% Add +4.5% 823,738 $79.5M
Comerica Bank 0.29% Add +0.3% 767,518 $74.1M
Pathstone Holdings, LLC 0.33% Add +3.5% 756,108 $73.0M
Apollon Wealth Management, LLC 2.00% Add +1.5% 732,825 $70.7M
Bank of Montreal 0.03% Reduce -5.8% 725,189 $69.7M
WestHill Financial Advisors, Inc. 14.54% Add +0.9% 671,479 $64.8M
Royal Bank of Canada 0.01% Add +3.8% 667,169 $64.4M
LPWM LLC 20.98% Add +1.2% 671,671 $64.1M
Beacon Pointe Advisors, LLC 0.74% Add +28.6% 660,666 $63.8M
Aaron Wealth Advisors LLC 7.12% Add +0.6% 618,948 $59.7M
Nadler Financial Group, Inc. 6.29% Reduce -0.1% 590,844 $57.0M
Global Strategic Investment Solutions, LLC 6.56% Add +13.1% 581,133 $56.1M
Assetmark, Inc. 0.15% Reduce -2.0% 542,179 $52.3M
Osaic Holdings, Inc. 0.11% Add +4.2% 521,598 $50.4M
Valley Wealth Managers, Inc. 3.70% Reduce -2.3% 516,707 $49.9M
Waldron Private Wealth LLC 2.05% Reduce -2.4% 510,483 $49.3M
Hapanowicz & Associates Financial Services, Inc 24.67% Add +2.3% 507,640 $49.0M
Cetera Investment Advisers 0.10% Add +0.2% 496,180 $47.9M
Two Sigma Investments, LP 0.11% Add +210.0% 494,500 $47.7M
Fifth Third Bancorp 0.17% Add +32.4% 486,403 $46.9M
Modera Wealth Management, LLC 0.59% Add +0.4% 483,195 $46.6M
CW Advisors, LLC 0.62% Reduce -19.3% 481,631 $46.5M
Baltimore-Washington Financial Advisors, Inc. 2.49% Add +2.9% 474,160 $45.8M
LVW Advisors, LLC 5.77% Reduce -1.8% 466,478 $45.0M
Edge Capital Group, LLC 1.95% Add +2.8% 456,755 $44.1M
Carolinas Wealth Consulting LLC 7.71% Reduce -1.1% 476,034 $42.5M
Clearstead Advisors, LLC 0.66% Add +39.4% 438,204 $42.3M
Bank of New York Mellon Corp 0.01% Reduce -0.8% 437,399 $42.2M
MML Investors Services, LLC 0.15% Add +11.7% 437,308 $42.2M
One Capital Management, LLC 1.33% Reduce -0.8% 432,037 $41.7M
Snowden Capital Advisors LLC 1.23% Reduce -4.1% 423,751 $40.9M
Goldman Sachs Group Inc. 0.01% Add +2.3% 413,078 $39.9M
First National Trust Co 1.41% Reduce -9.4% 377,836 $36.5M
Creative Financial Designs Inc. 3.06% Reduce -8.5% 376,252 $36.3M
Citizens & Northern Corp. 10.87% Add +0.3% 375,249 $36.2M
Captrust Financial Advisors 0.11% Reduce -2.6% 372,615 $36.0M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -6.9% 365,121 $35.2M
Commerce Bank 0.21% Add +11.6% 356,908 $34.4M
Corient Private Wealth LP 0.05% Reduce -13.9% 353,280 $34.1M
Mariner, LLC 0.06% Add +6.7% 352,043 $34.0M
Mesirow Financial Investment Management, Inc. 0.63% Add +98.0% 336,200 $32.4M
Stephens Inc. 0.45% Reduce -0.6% 331,963 $32.0M
Alliancebernstein L.P. 0.01% Reduce -5.3% 312,580 $30.2M
Windward Private Wealth Management Inc. 11.48% Add +0.4% 310,162 $29.9M
Cerity Partners LLC 0.07% Add +3.1% 307,818 $29.7M
Wealthspire Retirement, LLC 2.39% Reduce -1.6% 306,483 $29.6M
JPMorgan Chase & Co. 0.00% Add +1.6% 302,592 $29.2M
Steele Capital Management, Inc. 1.44% Add +4.6% 285,818 $27.6M
Pegasus Partners Ltd. 2.47% Reduce -2.5% 272,874 $26.3M
MIdWestOne Financial Group, Inc. 3.62% Add +209.3% 271,622 $26.2M
Parkside Financial Bank & Trust 3.55% Add +17.2% 263,571 $25.4M
Pacific Life Fund Advisors LLC 2.47% Add +1.2% 258,899 $25.0M
Rockefeller Capital Management L.P. 0.07% Add +1.8% 256,160 $24.7M
Country Club Bank 1.49% Reduce -4.2% 231,955 $22.3M
M&T Bank Corp 0.07% Reduce -6.7% 227,404 $21.9M
Deroy & Devereaux Private Investment Counsel Inc. 1.24% Reduce -7.6% 223,800 $21.6M
Strategic Financial Partners, Ltd. 11.02% Reduce -8.7% 223,615 $21.6M
HBK Sorce Advisory LLC 0.65% Reduce -7.3% 220,464 $21.3M
Highland Financial Advisors, LLC 7.49% Reduce -8.4% 218,253 $21.1M
Cambridge Associates LLC /Ma/ 0.77% Add +5.8% 214,515 $20.7M
NewEdge Advisors, LLC 0.13% Add +90.9% 210,661 $20.3M
Summit X, LLC 4.77% Reduce -4.2% 208,911 $19.6M
Perkins Coie Trust Co 4.26% Add +0.5% 198,849 $19.2M
Baird Financial Group, Inc. 0.04% Add +2.2% 196,991 $19.0M
D.A. Davidson & Co. 0.16% Reduce -0.4% 196,980 $19.0M
Wealth Dimensions Group, Ltd. 4.65% Add +4.4% 190,366 $18.4M
Bernardo Wealth Planning LLC 4.43% Add +18.4% 186,421 $18.3M
Kestra Private Wealth Services, LLC 0.33% Add +13.8% 188,145 $18.2M
Condor Capital Management 1.61% Reduce -1.1% 185,777 $17.9M
HB Wealth Management, LLC 0.17% Add +0.3% 166,909 $16.1M
Keybank National Association 0.06% Reduce -4.0% 166,892 $16.1M
Royal Fund Management, LLC 1.13% Add +108.1% 165,618 $16.0M
Stifel Financial Corp. 0.02% Add +1.8% 163,824 $15.8M
Cary Street Partners Investment Advisory LLC 0.58% Reduce -3.3% 163,682 $15.8M
CIBC Private Wealth Group LLC 0.03% No change 161,716 $15.6M
Blue Barn Wealth, LLC 7.95% Add +0.3% 160,338 $15.5M
Focus Partners Wealth 0.05% Add +1.4% 158,078 $15.3M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -7.3% 155,755 $15.0M
Concourse Financial Group Securities, Inc. 0.88% Reduce -3.4% 153,570 $14.8M
Natixis Advisors, LLC 0.03% Add +1.5% 147,753 $14.3M
Atria Wealth Solutions, Inc. 0.15% Add +37.2% 147,495 $14.2M
Arrowroot Family Office, LLC 8.18% Add +10.9% 145,369 $14.0M
Crumly & Associates Inc. 3.86% Add +78.8% 144,632 $14.0M
Procyon Advisors, LLC 0.95% Add +7.7% 143,356 $13.8M
Brand Asset Management Group, Inc. 5.23% Reduce -3.5% 138,324 $13.4M
Sandy Spring Bank 0.53% Add +11.2% 132,272 $12.8M
Connable Office Inc. 1.28% Add +0.2% 132,272 $12.8M
TD Private Client Wealth LLC 0.37% Add +24.1% 131,557 $12.7M
O'shaughnessy Asset Management, LLC 0.11% Add +31.2% 128,462 $12.7M
Vance Wealth, LLC 4.68% Add +6.2% 128,052 $12.4M
Cary Street Partners Asset Management LLC 1.63% Reduce -2.1% 127,970 $12.4M
Global Retirement Partners, LLC 0.37% Reduce -31.2% 127,962 $12.4M
Fifth Third Securities, Inc. 1.12% Reduce -4.5% 122,774 $11.9M
Private Advisor Group, LLC 0.07% Add +3.4% 118,613 $11.4M
Great Valley Advisor Group, Inc. 0.28% Add +1.0% 117,376 $11.3M
Lebenthal Global Advisors, LLC 2.15% Add +36.8% 109,541 $10.6M
Joel Isaacson & Co., LLC 0.50% Add +6.0% 109,353 $10.6M
Deane Retirement Strategies, Inc. 4.80% Add +32588.8% 101,989 $9.8M
Integrated Investment Consultants, LLC 2.14% Add +6.5% 101,923 $9.8M
SWAN Capital LLC 4.67% Reduce -26.3% 98,352 $9.5M
Kestra Advisory Services, LLC 0.05% Reduce -17.3% 96,019 $9.3M
Advisors Preferred, LLC 1.40% Add +63.5% 96,790 $9.2M
Sanctuary Advisors, LLC 0.06% Add +2.4% 87,959 $8.9M
Steward Partners Investment Advisory, LLC 0.08% Reduce -1.8% 92,328 $8.9M
American Financial & Tax Strategies Inc. 4.43% Reduce -0.1% 90,353 $8.7M
Mutual Advisors, LLC 0.25% Add +12.6% 87,006 $8.5M
Yarger Wealth Strategies, LLC 4.68% Add +0.6% 87,702 $8.5M
Creative Planning 0.01% Add +82.6% 87,508 $8.4M
FourThought Financial Partners, LLC 0.99% Add +34.1% 86,549 $8.4M
Quantinno Capital Management LP 0.10% Add +66.0% 80,324 $7.8M
Ieq Capital, LLC 0.08% Reduce -1.8% 70,787 $6.8M
Pinnacle Financial Partners Inc 0.14% Add +5.9% 69,863 $6.7M
Cascade Wealth Advisors, Inc 4.81% Reduce -1.6% 69,691 $6.7M
Apollon Financial, LLC 1.93% Reduce -1.8% 67,886 $6.6M
ERn Financial, LLC 0.93% Add +1.5% 63,409 $6.1M
Loomis Sayles & Co. L P 0.01% Add +91.9% 62,630 $6.0M
Philip James Wealth Mangement, LLC 0.76% Add +2.0% 62,174 $6.0M
Certified Advisory Corp 0.65% Reduce -2.6% 61,077 $5.9M
Curtis Advisory Group, LLC 1.66% Add +1.9% 60,582 $5.8M
Envestnet Portfolio Solutions, Inc. 0.02% Add +2.1% 59,438 $5.7M
Baker Avenue Asset Management, LP 0.17% Reduce -3.2% 57,028 $5.5M
Principal Financial Group Inc. 0.00% No change 56,126 $5.4M
First Horizon Advisors, Inc. 0.15% Add +26.9% 54,823 $5.3M
PFG Advisors 0.33% Add +1.6% 53,997 $5.2M
Thompson Siegel & Walmsley LLC 0.08% Add +0.3% 52,714 $5.1M
Kingsview Wealth Management, LLC 0.11% Add +3.4% 52,636 $5.1M
Bare Financial Services, Inc 2.06% Add +24.8% 51,936 $5.0M
Legacy Financial Advisors, Inc. 0.83% Reduce -3.6% 51,409 $5.0M
US Bancorp \de 0.01% Add +2.4% 51,236 $4.9M
ORG Partners LLC 0.80% Reduce -3.0% 51,188 $4.9M
Linscomb Wealth, Inc. 0.24% Reduce -7.3% 50,997 $4.9M
Auour Investments LLC 1.71% Reduce -8.0% 48,175 $4.8M
IFP Advisors, Inc 0.17% Add +29.6% 49,647 $4.8M
FMR LLC 0.00% Add +11.3% 49,230 $4.8M
Signaturefd, LLC 0.09% Reduce -4.2% 48,091 $4.6M
Wedbush Securities Inc. 0.17% Add +84.1% 47,501 $4.6M
Smartleaf Asset Management LLC 0.55% Reduce -5.9% 46,911 $4.5M
Thrivent Financial for Lutherans 0.01% Add +2.4% 46,668 $4.5M
Cozad Asset Management Inc. 0.43% Add +3.8% 46,543 $4.5M
Etfidea, LLC 1.42% No change 46,412 $4.5M
Rodgers & Associates, LTD 0.53% Reduce -0.8% 46,105 $4.5M
Legacy Edge Advisors, LLC 0.71% Reduce -11.8% 46,057 $4.4M
Stegner Investment Associates Inc. 2.99% Add +0.0% 45,604 $4.4M
&partners 0.08% Add +82.4% 45,269 $4.4M
Ritholtz Wealth Management 0.13% Add +175.9% 44,762 $4.3M
Susquehanna International Group, LLP 0.01% New 43,845 $4.2M
Golden Road Advisors LLC 3.30% Reduce -1.1% 43,660 $4.2M
AE Wealth Management LLC 0.04% Add +4.6% 42,692 $4.1M
Sage Mountain Advisors LLC 0.35% Reduce -6.9% 42,462 $4.1M
Adapt Wealth Advisors, LLC 2.17% Reduce -3.6% 41,940 $4.0M
Continuum Advisory, LLC 0.50% Add +4.4% 38,442 $3.9M
Park Avenue Securities LLC 0.04% Add +32.6% 40,139 $3.9M
CKW Financial Group 0.46% Add +3.0% 39,580 $3.8M
Freedom Investment Management, Inc. 0.30% Add +11.5% 38,890 $3.8M
GEM Asset Management, LLC 2.13% Add +16.6% 39,103 $3.7M
Prosperity Consulting Group, LLC 0.29% New 37,959 $3.7M
Mercer Global Advisors Inc. 0.01% Add +368.5% 37,558 $3.7M
New Millennium Group LLC 2.36% Add +102.7% 37,845 $3.7M
Diversified, LLC 0.40% Add +7.7% 37,574 $3.6M
Diversified Enterprises, LLC 0.40% — 37,574 $3.6M
TAGStone Capital, Inc. 1.85% Add +0.2% 37,473 $3.6M
Diversified Portfolios, Inc. 0.37% Add +0.5% 37,190 $3.6M
Savant Capital, LLC 0.03% Reduce -0.1% 37,173 $3.6M
Roffman Miller Associates Inc. 0.22% Add +0.3% 36,996 $3.6M
Zhang Financial LLC 0.22% Add +0.1% 36,766 $3.5M
Mezzasalma Advisors, LLC 1.40% Reduce -0.1% 36,748 $3.5M
Fifth Third Wealth Advisors LLC 0.21% Add +27.8% 36,032 $3.5M
Sapient Capital LLC 0.07% No change 36,014 $3.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +4.3% 35,812 $3.5M
Empire Life Investments Inc. 0.21% Reduce -0.6% 34,875 $3.4M
Howard Capital Management, LLC 0.05% Add +3.2% 34,372 $3.3M
Carmichael Hill & Associates, Inc. 1.22% Add +0.5% 34,074 $3.3M
Allegiance Financial Group Advisory Services LLC 1.13% Reduce -3.3% 33,559 $3.2M
Raymond James Trust N.A. 0.07% Reduce -10.1% 31,850 $3.1M
Ballentine Partners, LLC 0.05% No change 31,707 $3.1M
Silver Oak Securities, Incorporated 0.32% Reduce -16.2% 31,453 $3.0M
Wealthcare Advisory Partners LLC 0.08% Add +0.9% 30,795 $3.0M
Accretive Wealth Partners, LLC 1.24% Reduce -0.7% 30,767 $3.0M
Voya Investment Management LLC 0.00% Add +15.0% 30,535 $2.9M
Northern Trust Corp. 0.00% Reduce -7.2% 30,402 $2.9M
Andina Capital Management, LLC 2.23% Add +5.0% 30,394 $2.9M
Tennessee Valley Asset Management Partners 0.48% Reduce -46.6% 30,213 $2.9M
Investors Research Corp 0.63% Add +42.7% 30,051 $2.9M
One Day In July LLC 0.33% Add +2.7% 29,982 $2.9M
WFA of San Diego, LLC 2.42% Add +6.5% 29,579 $2.9M
Moneta Group Investment Advisors LLC 0.04% Reduce -5.5% 29,194 $2.8M
IHT Wealth Management, LLC 0.08% Add +43.8% 28,504 $2.7M
Prosperity Wealth Management, Inc. 1.10% Add +26.8% 28,358 $2.7M
Simon Quick Advisors, LLC 0.17% Reduce -25.6% 27,651 $2.7M
Nwam LLC 0.16% New 27,608 $2.7M
DAVENPORT & Co LLC 0.02% Add +0.0% 27,164 $2.6M
Spectrum Investment Advisors, Inc. 1.79% Add +3.7% 26,979 $2.6M
Wedmont Private Capital 0.15% Reduce -0.0% 27,267 $2.6M
CHB Investment Group, LLC 1.38% — 26,889 $2.6M
TCV Trust & Wealth Management, Inc. 0.23% Reduce -7.6% 26,614 $2.6M
M3 Advisory Group, LLC 1.83% Reduce -2.8% 25,777 $2.5M
Chicago Partners Investment Group LLC 0.09% Add +0.1% 25,473 $2.5M
Focus Financial Network, Inc. 0.10% Add +3.0% 25,431 $2.5M
RFG Advisory, LLC 0.07% Add +13.4% 24,724 $2.4M
Glenmede Trust Co. NA 0.01% Add +7.7% 24,615 $2.4M
B. Riley Wealth Advisors, Inc. 0.07% Add +5.1% 24,358 $2.3M
Johnson Investment Counsel Inc. 0.02% Add +5.2% 24,025 $2.3M
Glass Jacobson Investment Advisors llc 0.76% Reduce -0.4% 23,871 $2.3M
Shikiar Asset Management Inc. 0.66% No change 23,500 $2.3M
Prospera Financial Services Inc 0.06% Reduce -9.7% 23,341 $2.3M
Avior Wealth Management, LLC 0.09% Add +2.2% 23,070 $2.2M
Blackston Financial Advisory Group, LLC 1.15% New 23,018 $2.2M
ETF Portfolio Partners, Inc. 0.65% Add +9.8% 22,873 $2.2M
Portfolio Strategies, Inc. 0.30% Reduce -1.4% 22,834 $2.2M
Goelzer Investment Management, Inc. 0.12% Reduce -7.9% 22,406 $2.2M
Steph & Co. 0.68% Reduce -1.1% 22,260 $2.1M
Flagship Harbor Advisors, LLC 0.12% Add +0.4% 22,043 $2.1M
Badgley Phelps Wealth Managers, LLC 0.05% Reduce -2.5% 22,000 $2.1M
MAI Capital Management 0.02% Reduce -1.6% 21,730 $2.1M
Financial Alternatives, Inc 1.47% Reduce -5.4% 21,659 $2.1M
Verus Capital Partners, LLC 0.20% Reduce -26.9% 21,620 $2.1M
Fiduciary Trust Co 0.03% Add +0.2% 21,305 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Add +36.0% 21,261 $2.1M
EverSource Wealth Advisors, LLC 0.13% Add +2.8% 20,987 $2.0M
Balentine LLC 0.08% Add +75.0% 20,952 $2.0M
Stratos Wealth Partners, LTD. 0.03% Add +8.1% 20,139 $1.9M
Western Wealth Management, LLC 0.11% Add +13.1% 19,562 $1.9M
Jones Financial Companies LLLP 0.00% Add +523.1% 19,005 $1.8M
Deutsche Bank AG 0.00% Add +135.5% 18,835 $1.8M
Embree Financial Group 0.32% Add +0.2% 18,614 $1.8M
Atlantic Union Bankshares Corp 0.10% No change 18,582 $1.8M
BluePointe Capital Management, LLC 1.16% No change 18,493 $1.8M
Main Street Financial Solutions, LLC 0.16% Add +32.0% 18,452 $1.8M
Keeley-Teton Advisors, LLC 0.20% No change 18,445 $1.8M
Wilmington Savings Fund Society, FSB 0.03% Add +441.1% 18,029 $1.7M
IFG Advisory, LLC 0.11% Reduce -1.1% 17,899 $1.7M
Thomasville National Bank 0.13% Reduce -0.1% 17,895 $1.7M
Next Level Private LLC 0.69% Reduce -0.5% 17,400 $1.7M
Diversify Advisory Services, LLC 0.09% Reduce -10.3% 16,869 $1.7M
Harbour Investments, Inc. 0.05% Add +8.6% 17,153 $1.7M
Virtue Capital Management, LLC 0.33% Reduce -12.2% 16,873 $1.6M
AQR Capital Management 0.00% Add +38.5% 16,661 $1.6M
Garde Capital, Inc. 0.11% Reduce -0.1% 16,663 $1.6M
Belpointe Asset Management LLC 0.10% Add +92.1% 16,546 $1.6M
Grey Fox Wealth Advisors, LLC 0.44% Add +41.9% 16,175 $1.6M
Swmg, LLC 0.64% New 15,130 $1.6M
Thoroughbred Financial Services, LLC 0.10% Add +17.1% 16,037 $1.5M
Fidelis Capital Partners, LLC 0.18% New 15,608 $1.5M
Blair William & Co. 0.00% Add +209.8% 15,720 $1.5M
Choreo, LLC 0.02% Add +17.8% 15,764 $1.5M
Webster Bank, N. A. 0.16% Reduce -6.2% 15,520 $1.5M
Flow Traders U.S. LLC 0.08% New 15,404 $1.5M
Perigon Wealth Management, LLC 0.04% New 15,221 $1.5M
Wealthspire Advisors, LLC 0.01% Add +63.1% 14,734 $1.4M
Curi Capital, LLC 0.03% Add +0.1% 14,731 $1.4M
Opus Capital Group, LLC 0.18% Add +0.0% 14,726 $1.4M
J.W. Cole Advisors, Inc. 0.06% Add +8.3% 14,683 $1.4M
DHK Financial Advisors, Inc. 0.86% New 14,550 $1.4M
HSBC Holdings PLC 0.00% Reduce -54.1% 14,296 $1.4M
Sunpointe, LLC 1.11% New 14,013 $1.4M
Lido Advisors, LLC 0.01% Add +16.1% 13,991 $1.4M
Coldstream Capital Management Inc. 0.03% Add +2.5% 13,797 $1.3M
Brookstone Capital Management 0.02% Add +51.6% 13,734 $1.3M
Certuity, LLC 0.14% Add +0.6% 13,703 $1.3M
3Chopt Investment Partners, LLC 0.46% No change 13,460 $1.3M
Verum Partners LLC 0.38% Reduce -7.4% 13,454 $1.3M
Elevation Wealth Partners, LLC 0.56% Add +7.5% 13,439 $1.3M
LBJ Family Wealth Advisors, Ltd. 0.74% Reduce -5.5% 12,927 $1.2M
WCG Wealth Advisors LLC 0.08% Add +16.0% 12,839 $1.2M
Advisory Services Network, LLC 0.03% No change 13,163 $1.2M
Gotham Asset Management 0.01% No change 12,786 $1.2M
Americana Partners, LLC 0.08% New 12,733 $1.2M
American Money Management, LLC 0.24% Reduce -6.0% 12,478 $1.2M
Castlekeep Investment Advisors LLC 0.82% Add +19.6% 12,441 $1.2M
Ameritas Advisory Services, LLC 0.05% Reduce -23.4% 12,420 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Add +6.8% 12,226 $1.2M
Baker Boyer National Bank 0.39% Add +16.7% 12,167 $1.2M
MidAtlantic Capital Management, Inc. 0.85% Add +14.7% 12,110 $1.2M
Black Point Wealth Management 1.35% Add +2.0% 12,065 $1.2M
Vanguard Group Inc. 0.00% Add +30.6% 12,031 $1.2M
Bokf, NA 0.02% No change 12,113 $1.2M
Financial Advocates Investment Management 0.07% Reduce -1.6% 11,963 $1.2M
Atlanta Consulting Group Advisors, LLC 0.28% Add +3.2% 11,752 $1.1M
Inspire Advisors, LLC 0.14% Add +50.4% 11,688 $1.1M
Orion Porfolio Solutions, LLC 0.01% New 11,636 $1.1M
Orion Portfolio Solutions, LLC 0.01% New 11,636 $1.1M
American National Bank & Trust 0.13% Reduce -6.7% 11,573 $1.1M
McAdam, LLC 0.06% Reduce -1.8% 11,281 $1.1M
Farther Finance Advisors, LLC 0.04% Add +1604.3% 11,180 $1.1M
Davidson Trust Co. 0.55% Add +0.1% 11,146 $1.1M
Safeguard Financial, LLC 0.25% Add +0.3% 11,140 $1.1M
Sowell Financial Services LLC 0.05% Reduce -13.8% 11,074 $1.1M
FSM Wealth Advisors, LLC 0.28% Add +0.2% 11,071 $1.1M
CreativeOne Wealth, LLC 0.04% Add +218.9% 11,059 $1.1M
Princeton Global Asset Management LLC 0.21% New 10,952 $1.1M
GeoWealth Management, LLC 0.04% New 10,738 $1.0M
Marcum Wealth, LLC 0.09% Reduce -6.3% 10,440 $1.0M
Schneider Downs Wealth Management Advisors, LP 0.21% No change 10,400 $1.0M
Stone House Investment Management, LLC 0.21% Reduce -8.6% 10,334 $997K
Trilogy Capital Inc. 0.05% Reduce -0.1% 10,298 $994K
Jane Street Group, LLC 0.00% Add +275.4% 10,128 $978K
Calydon Capital 0.16% No change 10,177 $955K
Bison Wealth, LLC 0.15% New 9,875 $953K
Carnegie Investment Counsel 0.03% Add +0.0% 9,871 $953K
Hilltop Partners LLC 0.32% New 9,723 $938K
National Philanthropic Trust 0.02% Add +9.8% 9,663 $933K
Operose Advisors LLC 0.30% Add +0.1% 9,481 $915K
Moors & Cabot, Inc. 0.04% Add +9.9% 9,356 $903K
Zacks Investment Management 0.01% Reduce -1.2% 9,350 $902K
Relyea Zuckerberg Hanson LLC 0.14% Add +132.4% 9,316 $899K
Alesco Advisors, LLC, An ESL Co 0.03% No change 9,300 $898K
Rwa Wealth Partners, LLC 0.01% No change 9,298 $897K
Rehmann Capital Advisory Group 0.06% No change 9,226 $891K
Private Trust Co. NA 0.09% Add +0.6% 9,205 $888K
MTM Investment Management, LLC 0.34% Add +0.1% 9,159 $883K
Tudor Financial Inc. 0.53% — 8,858 $855K
Atria Investments, Inc 0.01% Reduce -32.2% 8,789 $848K
Bessemer Group Inc. 0.00% Reduce -66.3% 8,700 $840K
Amplius Wealth Advisors, LLC 0.09% Reduce -0.0% 8,663 $836K
Facet Wealth, Inc. 0.02% Add +6.4% 8,562 $830K
Beaumont Financial Advisors, LLC 0.06% Add +22.4% 8,488 $819K
Santori & Peters, Inc. 0.32% Reduce -10.8% 8,466 $817K
Allspring Global Investments Holdings, LLC 0.00% Add +41.2% 8,368 $808K
Financial Engines Advisors L.L.C. 0.00% Add +11.6% 8,332 $804K
Vontobel Holding Ltd. 0.00% No change 8,322 $803K
Stratos Wealth Advisors, LLC 0.04% Reduce -0.3% 8,308 $802K
Flynn Zito Capital Management, LLC 0.38% No change 8,191 $791K
Hazlett, Burt & Watson, Inc. 0.36% No change 8,046 $776K
ForthRight Wealth Management, LLC 0.26% Reduce -0.6% 8,009 $773K
Key Client Fiduciary Advisors, LLC 0.35% Add +13.0% 7,957 $768K
Benchmark Wealth Management, LLC 0.37% Reduce -7.5% 7,809 $754K
Motive Wealth Advisors 0.45% No change 8,021 $752K
Fort Sheridan Advisors LLC 0.11% Add +9.4% 7,683 $742K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -20.7% 7,677 $741K
Clare Market Investments LLC 0.19% Reduce -1.9% 7,665 $740K
Resolute Wealth Strategies, LLC 0.38% Add +0.2% 7,653 $739K
Bluesphere Advisors LLC 0.36% No change 7,549 $729K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -9.1% 7,500 $724K
Braun-Bostich & Associates Inc. 0.50% No change 7,477 $722K
Avantax Planning Partners, Inc. 0.03% No change 7,325 $707K
NorthCoast Asset Management LLC 0.01% Reduce -12.0% 7,308 $705K
Cordatus Wealth Management LLC 0.25% No change 7,281 $703K
Engineers Gate Manager LP 0.01% Reduce -65.0% 7,232 $698K
SignalPoint Asset Management, LLC 0.16% No change 7,251 $697K
Keystone Financial Group 0.09% New 7,150 $690K
Liberty Wealth Management LLC 0.12% Reduce -98.3% 7,029 $678K
Sentinel Trust Co. Lba 0.08% Reduce -71.6% 6,908 $667K
Plan Group Financial, LLC 0.35% Add +5.9% 6,903 $666K
Lewis Asset Management, LLC 0.48% Reduce -16.1% 6,805 $657K
Diversified Trust Co. 0.02% Add +3.7% 6,781 $655K
Money Concepts Capital Corp. 0.05% Add +76.0% 6,767 $653K
Bogart Wealth, LLC 0.03% No change 6,609 $638K
Park Edge Advisors, LLC 0.18% Reduce -2.8% 6,579 $635K
Compound Planning, Inc. 0.04% Reduce -0.8% 6,529 $630K
Eq LLC 0.31% Add +2.2% 6,480 $625K
Tudor Investment Corporation 0.01% New 6,468 $624K
Wolff Financial Management LLC 0.17% No change 6,450 $623K
Ausdal Financial Partners, Inc. 0.06% Add +0.2% 6,283 $606K
Financial Guidance Group, Inc. 0.35% No change 6,250 $603K
Aptus Capital Advisors, LLC 0.01% No change 6,250 $603K
First Manhattan Co. Llc. 0.00% No change 6,225 $601K
Petra Financial Advisors Inc. 0.39% No change 6,151 $594K
Brown Brothers Harriman & Co. 0.00% No change 6,090 $588K
Sovereign Financial Group, Inc. 0.14% Add +27.3% 6,004 $580K
AlphaStar Capital Management, LLC 0.05% Add +2.3% 5,950 $574K
Old Mission Capital LLC 0.01% New 5,700 $550K
Integrated Wealth Concepts LLC 0.01% Add +1.7% 5,616 $542K
1832 Asset Management L.P. 0.00% Add +1.6% 5,552 $536K
Kingswood Wealth Advisors, LLC 0.04% Reduce -33.9% 5,539 $535K
Level Four Advisory Services, LLC 0.02% Add +32.2% 5,529 $532K
Capital Planning LLC 0.14% Add +0.0% 5,360 $517K
Brandywine Oak Private Wealth LLC 0.05% No change 5,340 $515K
Sonata Capital Group Inc. 0.22% Add +0.0% 5,329 $514K
Lokken Investment Group LLC 0.21% Reduce -14.8% 5,324 $514K
Bleakley Financial Group, LLC 0.02% Reduce -8.6% 5,222 $504K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Add +39.2% 5,156 $498K
Solutions 4 Wealth, Ltd 0.97% Reduce -14.0% 5,151 $497K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +11.4% 5,081 $490K
Elite Life Management LLC 1.58% No change 5,014 $484K
Csenge Advisory Group 0.03% Add +0.3% 4,947 $484K
World Equity Group, Inc. 0.17% Reduce -22.0% 4,991 $482K
Axiom Advisory, LLC 0.00% New 4,900 $466K
Venture Visionary Partners LLC 0.02% Add +1.4% 4,743 $458K
Cornerstone Wealth Management, LLC 0.03% Reduce -0.3% 4,693 $453K
Titleist Asset Management, LLC 0.07% Add +2.3% 4,690 $453K
Wharton Business Group, LLC 0.02% No change 4,660 $450K
Compass Wealth Management LLC 0.11% No change 4,640 $448K
Ethos Financial Group, LLC 0.07% Add +2.9% 4,609 $445K
Concurrent Investment Advisors, LLC 0.01% Add +11.7% 4,573 $441K
Foundation Wealth Management, LLC 0.33% No change 4,490 $433K
Millennium Management 0.00% Reduce -89.3% 4,432 $428K
Mission Wealth Management, LP 0.01% Reduce -19.7% 4,413 $426K
Hutchens & Kramer Investment Management Group, LLC 0.23% New 4,432 $422K
United Capital Management of KS, Inc. 0.09% No change 4,360 $421K
ARK & TLK Investments, LLC 0.15% No change 4,353 $420K
Householder Group Estate & Retirement Specialist, LLC 0.12% Reduce -58.8% 4,345 $419K
Hirtle & Co., LLC 0.02% No change 4,321 $417K
Calamos Wealth Management LLC 0.02% No change 4,296 $415K
Dorsey & Whitney Trust CO LLC 0.02% No change 4,295 $415K
Fortis Capital Advisors, LLC 0.14% New 4,290 $414K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +4.8% 4,289 $414K
PGIM Custom Harvest LLC 0.01% Add +11.3% 4,284 $413K
Fermata Advisors, LLC 0.08% New 4,263 $411K
Global Trust Asset Management, LLC 0.15% Reduce -31.9% 4,250 $410K
Rathbones Group PLC 0.00% Reduce -6.7% 4,200 $405K
Traction Financial Partners, LLC 0.31% Add +0.1% 4,106 $396K
Charles Schwab Trust Co 0.03% No change 4,101 $396K
Bond & Devick Financial Network, Inc. 0.17% Reduce -5.0% 4,079 $394K
Citizens Financial Group Inc. 0.01% Add +0.3% 4,034 $389K
Apella Capital, LLC 0.02% No change 4,081 $389K
Kohmann Bosshard Financial Services, LLC 0.05% Reduce -12.0% 3,938 $380K
Scotia Capital Inc. 0.00% Add +7.0% 3,820 $369K
Legacy Wealth Asset Management, LLC 0.10% No change 3,819 $369K
Wolf Group Capital Advisors 0.18% Reduce -73.8% 5,207 $368K
Visionary Wealth Advisors 0.02% Add +5.6% 3,809 $368K
New Republic Capital, LLC 0.21% No change 3,800 $367K
NorthRock Partners, LLC 0.01% Add +32.1% 3,794 $366K
Cwm, LLC 0.00% Reduce -4.0% 3,777 $365K
Regent Peak Wealth Advisors LLC 0.08% No change 3,773 $364K
Oppenheimer & Co. Inc. 0.01% Add +1.2% 3,737 $361K
Sax Wealth Advisors, LLC 0.03% Add +44.0% 3,713 $358K
JMG Financial Group, Ltd. 0.01% No change 3,689 $356K
Emerald Advisors, LLC 0.05% Reduce -1.3% 3,592 $354K
My Personal CFO, LLC 0.19% Add +0.1% 3,652 $352K
Franklin Resources Inc. 0.00% Reduce -28.9% 3,492 $345K
Per Stirling Capital Management, LLC. 0.05% Add +17.8% 3,543 $342K
Exencial Wealth Advisors, LLC 0.01% No change 3,521 $340K
DGS Capital Management, LLC 0.09% Reduce -5.9% 3,435 $332K
White Lighthouse Investment Management Inc. 0.06% Reduce -12.7% 3,435 $332K
Good Life Advisors, LLC 0.02% Add +10.0% 3,405 $329K
AdvisorNet Financial, Inc 0.02% Add +155.8% 3,312 $320K
Cape Investment Advisory, Inc. 0.13% Reduce -1.6% 3,309 $319K
HFG Advisors, Inc. 0.28% No change 3,298 $318K
Mill Creek Capital Advisors, LLC 0.01% No change 3,292 $318K
Foundations Investment Advisors, LLC 0.01% Add +32.6% 3,288 $317K
SeaCrest Wealth Management, LLC 0.03% No change 3,238 $313K
Old North State Wealth Management, LLC 0.17% Add +0.3% 3,221 $311K
Williams & Novak, LLC 0.29% No change 3,200 $309K
Stonegate Investment Group, LLC 0.01% No change 3,191 $308K
Cresset Asset Management, LLC 0.00% Reduce -25.6% 3,186 $307K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,123 $306K
United Capital Financial Advisors, LLC 0.00% Add +1.1% 3,162 $305K
D. E. Shaw & Co. 0.00% New 3,142 $303K
Fortitude Advisory Group L.L.C. 0.19% No change 3,140 $303K
Whitcomb & Hess, Inc. 0.09% No change 3,119 $301K
SC&H Financial Advisors, Inc. 0.07% Add +0.2% 3,117 $301K
Precedent Wealth Partners, LLC 0.10% New 3,109 $300K
Gilliland Jeter Wealth Management LLC 0.10% Reduce -8.3% 3,108 $300K
Smart Portfolios, LLC 0.30% No change 3,070 $296K
Centaurus Financial, Inc. 0.02% Reduce -25.4% 3,068 $296K
Berkshire Asset Management LLC 0.01% No change 3,128 $293K
Pinnacle Associates Ltd. 0.01% Reduce -10.2% 3,740 $292K
Stonebridge Financial Planning Group, LLC 0.14% Add +0.0% 3,021 $292K
KCM Investment Advisors LLC 0.01% No change 3,005 $290K
Synovus Financial Corp. 0.00% New 2,994 $289K
Wealthgarden F.S. LLC 0.28% No change 2,977 $287K
Tranquility Partners, LLC 0.10% No change 2,877 $278K
HUB Investment Partners, LLC 0.01% Add +15.0% 2,853 $275K
Strait & Sound Wealth Management LLC 0.13% No change 2,819 $272K
Allworth Financial LP 0.00% Add +158.6% 2,793 $270K
EP Wealth Advisors, LLC 0.00% New 2,758 $266K
First City Capital Management, Inc. 0.14% No change 2,744 $265K
Sightline Wealth Advisors, LLC 0.15% New 2,741 $265K
Everett Harris & Co. 0.00% No change 2,725 $263K
CoreCap Advisors, LLC 0.01% Reduce -8.4% 2,722 $263K
Fisher Asset Management 0.00% Reduce -21.9% 2,705 $261K
Focus Partners Advisor Solutions, LLC 0.01% Add +0.0% 2,687 $259K
OneDigital Investment Advisors LLC 0.00% New 2,641 $255K
Integrated Advisors Network LLC 0.01% Add +6.2% 2,640 $255K
Lindbrook Capital, LLC 0.02% No change 2,631 $254K
Merkkuri Wealth Advisors LLC 0.20% Add +0.3% 2,619 $253K
Maia Wealth LLC 0.06% Add +0.2% 2,571 $252K
GPS Wealth Strategies Group, LLC 0.03% Add +5.3% 2,613 $252K
Financial Insights, Inc. 0.08% Reduce -61.6% 2,600 $251K
Prepared Retirement Institute LLC 0.15% Add +0.5% 2,598 $251K
Brown Advisory Inc. 0.00% New 2,595 $250K
D'Orazio & Associates, Inc. 0.04% New 2,580 $249K
Qube Research & Technologies Ltd 0.00% Reduce -46.9% 2,571 $248K
Financial Freedom, LLC 0.13% Add +0.2% 2,533 $244K
Evergreen Capital Management LLC 0.01% No change 2,506 $242K
Covenant Asset Management, LLC 0.05% No change 2,500 $241K
M&R Capital Management Inc. 0.05% Reduce -7.2% 2,491 $240K
Strategic Blueprint, LLC 0.01% Add +0.3% 2,489 $240K
Newport Capital Group, LLC 0.18% Add +14.4% 2,473 $239K
Chicago Capital, LLC 0.01% New 2,453 $237K
Sigma Planning Corp 0.01% Reduce -6.1% 2,441 $236K
Woodard & Co. Asset Management Group Inc. 0.05% No change 2,425 $234K
Townsquare Capital LLC 0.00% Reduce -23.0% 2,405 $232K
Sicart Associates LLC 0.08% No change 2,396 $231K
FSA Advisors, Inc. 0.23% Reduce -20.3% 2,385 $229K
River Wealth Advisors LLC 0.03% New 2,362 $228K
GM Advisory Group, LLC 0.01% Add +0.3% 2,359 $228K
Valued Retirements, Inc. 0.31% No change 2,356 $227K
Independent Advisor Alliance 0.01% No change 2,343 $226K
Tectonic Advisors LLC 0.01% Add +0.3% 2,313 $223K
Equitable Trust Co. 0.01% No change 2,312 $223K
Capital Planning Advisors, LLC 0.03% No change 2,286 $221K
North Star Investment Management Corp. 0.02% Add +0.2% 2,281 $220K
Financial Counselors Inc. 0.00% No change 2,280 $220K
FWL Investment Management, LLC 0.08% New 2,274 $219K
Ignite Planners, LLC 0.05% Add +4.4% 2,271 $219K
Pinion Investment Advisors, LLC 0.09% Add +1.7% 2,250 $217K
Capital Analysts, LLC 0.01% Add +5.6% 2,249 $217K
Gentry Private Wealth, LLC 0.17% No change 2,200 $212K
Cedar Point Capital Partners, LLC 0.14% New 2,149 $207K
Fort Washington Investment Advisors Inc. 0.00% New 2,144 $207K
Caprock Group, LLC 0.01% New 2,142 $207K
Avalon Trust Co 0.02% New 2,121 $205K
Premier Path Wealth Partners, LLC 0.03% New 2,108 $203K
Axxcess Wealth Management, LLC 0.01% New 2,105 $203K
Horst & Graben Wealth Management LLC 0.04% New 2,101 $203K
Jacobs & Co. 0.02% New 2,100 $202K
Occidental Asset Management, LLC 0.03% New 2,090 $202K
Painted Porch Advisors LLC 0.10% New 2,080 $201K
Gen-Wealth Partners Inc 0.08% Reduce -8.8% 1,900 $188K
Geneos Wealth Management Inc. 0.01% No change 1,926 $186K
HM Payson & Co. 0.00% No change 1,865 $180K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -8.6% 1,801 $174K
Caitlin John, LLC 0.11% No change 1,628 $167K
Ancora Advisors LLC 0.00% No change 1,720 $166K
Howe & Rusling Inc. 0.01% New 1,686 $163K
Spectrum Wealth Counsel, LLC 0.02% No change 1,669 $161K
Trust Co. of Vermont 0.01% Reduce -12.0% 1,471 $142K
Pinnacle Bancorp, Inc. 0.04% No change 1,412 $136K
Asset Dedication, LLC 0.01% No change 1,397 $135K
Concord Wealth Partners 0.02% Add +84.2% 1,328 $128K
Lanark Financial, Inc. 0.01% No change 1,300 $125K
Private Wealth Management Group, LLC 0.05% No change 1,237 $119K
Valley National Advisers Inc. 0.02% Add +14.1% 1,208 $116K
Paladin Advisory Group, LLC 0.09% Add +18.1% 1,200 $116K
Larson Financial Group LLC 0.01% Add +0.1% 1,158 $112K
Tortoise Investment Management, LLC 0.01% No change 1,156 $112K
Strengthening Families & Communities, LLC 0.03% Reduce -3.5% 1,147 $111K
Aspire Private Capital, LLC 0.02% Add +0.2% 1,077 $104K
Archer Investment Corp 0.03% No change 1,014 $98K
Parallel Advisors, LLC 0.00% No change 1,000 $97K
VitalStone Financial, LLC 0.07% Add +12.1% 990 $96K
Armstrong Advisory Group, Inc. 0.01% No change 971 $94K
JNBA Financial Advisors 0.01% Reduce -3.4% 954 $92K
Federation des caisses Desjardins du Quebec 0.00% Add +5.6% 950 $92K
Coppell Advisory Solutions LLC 0.01% Add +59.8% 935 $90K
Eukles Asset Management 0.03% No change 884 $85K
Jamison Private Wealth Management, Inc. 0.01% No change 815 $79K
Trust Co 0.01% No change 800 $77K
Phillips Financial Management, LLC 0.01% No change 792 $76K
Capital Investment Advisory Services, LLC 0.01% Add +58.7% 749 $72K
Sunbelt Securities, Inc. 0.01% Add +1558.1% 713 $69K
Strategic Investment Solutions, Inc. 0.02% Add +0.1% 673 $65K
Financial Perspectives, Inc 0.02% No change 657 $63K
WealthShield Partners, LLC 0.01% No change 653 $63K
Private Capital Management LLC 0.01% No change 652 $63K
NFSG Corp 0.02% Reduce -13.1% 652 $63K
Key Financial Inc 0.01% No change 640 $62K
JFS Wealth Advisors, LLC 0.00% No change 590 $57K
Providence Capital Advisors, LLC 0.01% Add +83.2% 566 $55K
Headlands Technologies LLC 0.01% New 562 $54K
Mitchell Sinkler & Starr 0.01% New 550 $53K
Tompkins Financial Corp. 0.01% No change 542 $52K
Pineridge Advisors LLC 0.02% Reduce -19.4% 512 $49K
SOA Wealth Advisors, LLC. 0.01% Reduce -3.3% 506 $49K
City State Bank 0.02% Reduce -16.7% 500 $48K
Indiana Trust & Investment Management Co 0.02% No change 500 $48K
Spire Wealth Management 0.00% Reduce -24.5% 500 $48K
Salem Investment Counselors Inc. 0.00% No change 500 $48K
Adirondack Trust Co. 0.02% Add +7.9% 491 $47K
Coastline Trust Co 0.01% New 475 $46K
TD Waterhouse Canada Inc. 0.00% Reduce -3.1% 473 $45K
Avion Wealth 0.01% Add +32.2% 468 $45K
Principal Securities, Inc. 0.00% Add +2.0% 452 $44K
Maryland Capital Advisors Inc. 0.02% No change 410 $40K
Stuart Chaussee & Associates, Inc. 0.01% No change 405 $39K
Eastern Bank 0.00% New 367 $35K
Russell Investments Group, Ltd. 0.00% Add +0.3% 357 $34K
Rothschild Investment LLC 0.00% No change 328 $32K
New England Capital Financial Advisors LLC 0.01% Add +20.0% 300 $29K
Jaffetilchin Investment Partners, LLC 0.00% New 262 $25K
EPG Wealth Management LLC 0.01% New 259 $25K
Tower Research Capital LLC (TRC) 0.00% Add +25.4% 252 $24K
Westside Investment Management, Inc. 0.01% No change 245 $24K
Farmers & Merchants Investments Inc. 0.00% No change 244 $24K
Ascentis Wealth Management, LLC 0.01% — 243 $23K
First Pacific Financial 0.01% No change 240 $23K
Eagle Bay Advisors LLC 0.01% Reduce -56.9% 236 $23K
WASHINGTON TRUST Co 0.00% No change 200 $19K
GoalVest Advisory LLC 0.01% New 195 $19K
Central Pacific Bank - Trust Division 0.00% No change 178 $17K
Flaharty Asset Management, LLC 0.00% New 173 $17K
BNP Paribas Financial Markets 0.00% New 172 $17K
Guardian Wealth Management, Inc. 0.01% No change 152 $15K
Tidemark, LLC 0.01% No change 140 $14K
CNB Bank 0.01% No change 132 $13K
Bfsg, LLC 0.00% No change 118 $11K
Tucker Asset Management LLC 0.00% Add +769.2% 113 $11K
Fairman Group, LLC 0.01% No change 96 $9K
Abound Wealth Management 0.00% Reduce -72.7% 80 $8K
Uncommon Cents Investing LLC 0.00% New 77 $7K
Insight Inv LLC 0.01% No change 68 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 60 $6K
CGC Financial Services, LLC 0.00% No change 55 $5K
HHM Wealth Advisors, LLC 0.00% No change 52 $5K
McClarren Financial Advisors, Inc. 0.00% Add +3.2% 96 $5K
SIMA Wealth Partners, LLC 0.00% No change 46 $4K
Mascoma Wealth Management LLC 0.00% New 46 $4K
GHP Investment Advisors, Inc. 0.00% Reduce -74.7% 41 $4K
Richard W. Paul & Associates, LLC 0.00% No change 37 $4K
West Paces Advisors Inc. 0.00% No change 33 $3K
McIlrath & Eck, LLC 0.00% No change 29 $3K
Blue Trust, Inc. 0.00% Reduce -94.6% 23 $2K
Rakuten Securities, Inc. 0.00% Reduce -66.7% 17 $2K
St Germain D J Co. Inc. 0.00% Reduce -75.7% 17 $2K
FinTrust Capital Advisors, LLC 0.00% Add +100.0% 16 $2K
Whittier Trust Co. 0.00% New 15 $1K
Sound Income Strategies, LLC 0.00% Reduce -99.4% 12 $1K
Beacon Capital Management, LLC 0.00% No change 6 $579
Criterion Capital Advisors, LLC 0.00% No change 5 $470
First Command Advisory Services, Inc. 0.00% New 1 $97

"% of holder's portfolio" is VONG's weight in each manager's 13F, not the share of Vanguard Russell 1000 Growth the manager owns.