Vanguard Russell 1000 GrowthVONGETF

13F holders, Q3 2025 (September 30)
790holders +40
82new positions
36sold out
7famous investors
$119.86avg. 13F price*

At the end of Q3 2025, 790 institutions reported holding Vanguard Russell 1000 Growth (VONG) in their 13F filings, up 40 from Q2 2025. 82 opened new positions and 36 sold out. The largest holders were Bank of America Corp. ($4.1B), Cetera Investment Advisers ($1.3B) and Morgan Stanley ($1.1B). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions82$69.8M
Exits36$22.8M

All 13F filers, Q2 2025 → Q3 2025: 15,915,369 shares bought and 7,603,193 shares sold, net +8,312,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 790 holders

Bank of America Corp. 0.31% Reduce -7.2% 33,782,100 $4.1B
Cetera Investment Advisers 1.47% Add +1492.8% 10,529,371 $1.3B
Morgan Stanley 0.06% Add +6.8% 8,822,032 $1.1B
LPL Financial LLC 0.27% Add +5.1% 7,679,450 $925.4M
Tiaa Trust, National Association 1.40% Reduce -0.0% 4,787,990 $577.0M
Ameriprise Financial Inc. 0.11% Add +8.7% 4,031,762 $485.3M
UBS Group AG 0.09% Add +0.8% 3,994,158 $481.3M
Envestnet Asset Management Inc. 0.14% Reduce -0.0% 3,985,591 $480.3M
Wells Fargo & Company 0.10% Reduce -3.8% 3,984,486 $480.1M
Citigroup Inc. 0.29% Reduce -1.4% 3,492,591 $420.9M
Sequoia Financial Advisors, LLC 2.34% Reduce -3.1% 3,180,226 $383.2M
Raymond James Financial Inc. 0.11% Reduce -20.1% 2,960,306 $356.7M
Equitable Holdings, Inc. 2.59% Reduce -2.6% 2,919,522 $351.8M
Commonwealth Equity Services, LLC 0.34% Reduce -7.3% 2,172,184 $261.7M
SageView Advisory Group, LLC 8.76% Reduce -2.6% 2,107,018 $253.9M
Truist Financial Corp. 0.32% Add +1.2% 1,982,993 $239.0M
HighTower Advisors, LLC 0.25% Add +8.9% 1,831,197 $220.7M
Janney Montgomery Scott LLC 0.46% Reduce -1.5% 1,610,070 $194.0M
Osaic Holdings, Inc. 0.26% Add +56.9% 1,568,959 $186.6M
Jones Financial Companies LLLP 0.12% Add +8.4% 1,435,255 $171.6M
Prudential Financial Inc. 0.17% Reduce -4.7% 1,205,834 $145.3M
Silvercrest Asset Management Group LLC 0.92% Add +3.6% 1,156,779 $139.4M
Quent Capital, LLC 10.81% Reduce -2.9% 1,070,404 $129.0M
Royal Bank of Canada 0.02% Add +15.0% 983,410 $118.5M
Pathstone Holdings, LLC 0.45% Add +3.8% 971,406 $117.1M
PNC Financial Services Group, Inc. 0.07% Reduce -0.6% 905,470 $109.1M
Apollon Wealth Management, LLC 1.91% Reduce -1.6% 890,677 $107.3M
JPMorgan Chase & Co. 0.01% Add +66.9% 791,125 $95.3M
Beacon Pointe Advisors, LLC 0.81% Add +7.9% 790,942 $95.3M
Comerica Bank 0.31% Reduce -7.4% 676,807 $81.6M
Aaron Wealth Advisors LLC 4.89% Add +9.7% 671,400 $80.9M
LPWM LLC 20.71% Add +2.3% 644,323 $77.6M
Cerity Partners LLC 0.13% Add +84.9% 641,069 $77.2M
Global Strategic Investment Solutions, LLC 7.68% Reduce -3.1% 638,424 $76.9M
WestHill Financial Advisors, Inc. 14.87% Reduce -1.0% 629,591 $75.9M
Wealthquest Corp 6.00% Reduce -51.0% 623,742 $75.2M
SCS Capital Management LLC 0.82% Reduce -2.7% 622,305 $75.0M
Fifth Third Bancorp 0.23% Add +5.5% 608,273 $73.3M
Clearstead Advisors, LLC 0.99% Reduce -0.6% 563,541 $67.9M
Waldron Private Wealth LLC 2.65% Reduce -1.1% 542,082 $65.3M
Nadler Financial Group, Inc. 6.20% Reduce -4.9% 539,869 $65.1M
Goldman Sachs Group Inc. 0.01% Reduce -17.7% 537,900 $64.8M
Captrust Financial Advisors 0.13% Reduce -9.4% 528,948 $63.7M
Hapanowicz & Associates Financial Services, Inc 29.30% Reduce -1.1% 526,745 $63.5M
Modera Wealth Management, LLC 0.69% Add +0.1% 492,733 $59.4M
Assetmark, Inc. 0.13% Reduce -4.2% 490,771 $59.1M
Baltimore-Washington Financial Advisors, Inc. 2.52% Add +3.1% 486,840 $58.7M
Mariner, LLC 0.07% Add +3.3% 459,058 $55.3M
LVW Advisors, LLC 5.64% Reduce -9.3% 452,212 $54.5M
Valley Wealth Managers, Inc. 3.59% Add +19.9% 450,317 $54.3M
Snowden Capital Advisors LLC 1.36% Add +2.4% 411,110 $49.5M
Citizens & Northern Corp. 11.85% Reduce -0.6% 396,768 $47.8M
Commerce Bank 0.26% Reduce -4.6% 388,573 $46.8M
Lido Advisors, LLC 0.19% Add +1.2% 377,388 $45.5M
Bank of New York Mellon Corp 0.01% Reduce -7.9% 376,103 $45.3M
Stephens Inc. 0.57% Add +0.5% 372,863 $44.9M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -1.8% 363,722 $44.0M
Parkside Financial Bank & Trust 3.26% Reduce -1.6% 349,436 $42.1M
NewEdge Advisors, LLC 0.19% Add +0.9% 345,166 $41.6M
Pacific Life Fund Advisors LLC 4.14% Reduce -12.1% 334,987 $40.4M
MML Investors Services, LLC 0.10% Reduce -47.7% 319,061 $38.4M
Windward Private Wealth Management Inc. 12.93% Reduce -2.3% 310,958 $37.5M
Wealthspire Retirement, LLC 2.39% Reduce -2.4% 310,287 $37.4M
Steele Capital Management, Inc. 1.60% Add +0.4% 298,725 $36.0M
Rockefeller Capital Management L.P. 0.07% Add +4.9% 297,426 $35.8M
Alliancebernstein L.P. 0.01% Reduce -1.6% 296,547 $35.7M
Creative Financial Designs Inc. 2.31% Add +1.9% 285,797 $34.4M
D.A. Davidson & Co. 0.20% Add +18.8% 263,575 $31.8M
MIdWestOne Financial Group, Inc. 3.82% Reduce -5.7% 261,257 $31.5M
Corient Private Wealth LP 0.05% Add +302.5% 1,026,365 $31.2M
Cynosure Group, LLC 3.34% Add +0.4% 255,338 $30.8M
Country Club Bank 1.79% Add +0.9% 251,409 $30.2M
Bank of Montreal 0.01% Add +0.8% 245,333 $29.6M
Tolleson Wealth Management, Inc. 4.29% No change 230,015 $27.7M
Ieq Capital, LLC 0.08% Add +20.4% 229,604 $27.7M
Highland Financial Advisors, LLC 7.91% Add +2.7% 228,916 $27.6M
Apella Capital, LLC 0.61% Add +24.1% 230,445 $27.6M
Atlantic Union Bankshares Corp 0.52% Add +10.3% 228,143 $27.5M
Condor Capital Management 2.19% Reduce -0.2% 222,218 $26.8M
Cambridge Investment Research Advisors, Inc. 0.07% Add +13.1% 214,150 $25.8M
Cambridge Associates LLC /Ma/ 0.46% Add +1.7% 209,908 $25.3M
TD Private Client Wealth LLC 0.56% Reduce -5.4% 206,778 $24.9M
Perkins Coie Trust Co 4.66% Reduce -1.7% 205,406 $24.8M
Elite Financial, Inc. 11.29% Reduce -0.0% 198,895 $24.7M
Exchange Traded Concepts, LLC 0.23% Add +49.7% 203,260 $24.5M
Bernardo Wealth Planning LLC 4.80% Reduce -4.4% 202,993 $24.5M
&partners 0.16% Add +100.6% 202,731 $24.4M
Wealth Dimensions Group, Ltd. 4.98% Add +0.2% 201,004 $24.2M
Stifel Financial Corp. 0.02% Add +2.6% 185,232 $22.3M
Arrowroot Family Office, LLC 8.64% Add +4.4% 179,687 $21.7M
Keybank National Association 0.08% Reduce -2.2% 178,914 $21.6M
Private Advisor Group, LLC 0.10% Add +27.2% 175,683 $21.2M
HBK Sorce Advisory LLC 0.53% Reduce -4.3% 174,434 $21.0M
HB Wealth Management, LLC 0.14% Add +14.6% 169,185 $20.4M
Yarger Wealth Strategies, LLC 9.28% Add +1.1% 167,949 $20.2M
Blue Barn Wealth, LLC 8.77% Add +0.9% 165,711 $20.0M
Kestra Private Wealth Services, LLC 0.26% Reduce -7.9% 163,998 $19.8M
Mesirow Financial Investment Management, Inc. 0.35% Add +1.6% 163,258 $19.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.97% Reduce -24.3% 159,670 $19.2M
Baird Financial Group, Inc. 0.03% Add +1.8% 156,241 $18.8M
Focus Partners Wealth 0.03% Reduce -4.1% 154,048 $18.6M
One Capital Management, LLC 0.55% Reduce -12.2% 143,331 $17.3M
M&T Bank Corp 0.06% Reduce -3.4% 143,197 $17.3M
Global Retirement Partners, LLC 0.38% Add +4.0% 139,526 $16.8M
Haverford Trust Co 0.15% Add +1838.5% 137,054 $16.5M
Joel Isaacson & Co., LLC 0.58% Add +1.8% 134,100 $16.2M
Strategic Financial Partners, Ltd. 7.29% Reduce -2.2% 132,116 $15.9M
Connable Office Inc. 1.45% Reduce -0.4% 129,821 $15.6M
Brand Asset Management Group, Inc. 4.37% Reduce -3.9% 128,951 $15.5M
Advisors Capital Management, LLC 0.19% Add +31.5% 128,669 $15.5M
Lebenthal Global Advisors, LLC 2.67% Reduce -0.2% 126,856 $15.3M
Fort Washington Investment Advisors Inc. 0.08% Add +3.9% 123,707 $14.9M
Integrated Investment Consultants, LLC 2.52% Add +6.2% 123,148 $14.8M
Creative Planning 0.01% Add +10.6% 122,605 $14.8M
FourThought Financial Partners, LLC 1.28% Add +10.4% 121,256 $14.6M
Mutual Advisors, LLC 0.32% Add +2.3% 119,256 $14.5M
Fifth Third Securities, Inc. 0.97% Reduce -1.5% 118,202 $14.2M
Procyon Advisors, LLC 0.84% Add +5.1% 117,924 $14.2M
Advisors Preferred, LLC 2.07% Add +1.7% 115,590 $14.0M
Kestra Advisory Services, LLC 0.06% Reduce -6.0% 115,395 $13.9M
Vance Wealth, LLC 4.17% Reduce -2.7% 112,647 $13.6M
Mission Wealth Management, LP 0.26% Reduce -5.6% 107,229 $12.9M
Win Advisors, Inc. 6.13% Add +342.9% 104,549 $12.6M
Aptus Capital Advisors, LLC 0.11% Reduce -0.3% 104,232 $12.6M
Quantinno Capital Management LP 0.03% Add +2.4% 101,252 $12.2M
Merit Financial Group, LLC 0.11% Add +6.6% 96,825 $11.7M
Great Valley Advisor Group, Inc. 0.23% Reduce -6.0% 96,115 $11.6M
Cary Street Partners Financial LLC 0.30% Reduce -5.8% 95,907 $11.6M
Elevation Capital Advisory, LLC 4.39% New 91,133 $11.0M
Natixis Advisors, LLC 0.02% Add +11.2% 90,994 $11.0M
Apollon Financial, LLC 1.82% Add +0.9% 90,405 $10.9M
Smartleaf Asset Management LLC 0.66% Add +28.9% 89,415 $10.7M
Sanctuary Advisors, LLC 0.06% Add +1.8% 88,763 $10.7M
O'shaughnessy Asset Management, LLC 0.06% Add +3.6% 87,946 $10.6M
Bare Financial Services, Inc 3.06% Add +5.2% 85,168 $10.3M
Base Wealth Management LLC 5.85% Add +5.3% 85,159 $10.3M
Pinnacle Financial Partners Inc 0.25% Reduce -4.8% 85,148 $10.3M
Hurley Capital, LLC 5.64% Reduce -4.5% 82,996 $10.0M
Belpointe Asset Management LLC 0.38% Add +65.1% 82,065 $9.9M
SWAN Capital LLC 3.97% Reduce -32.3% 81,161 $9.8M
American Financial & Tax Strategies Inc. 4.85% Reduce -4.9% 80,650 $9.7M
Darrow Company, Inc. 4.41% Add +2.4% 78,862 $9.5M
FMR LLC 0.00% Add +7.6% 73,829 $8.9M
Diversified Enterprises, LLC 0.60% Add +5.5% 73,485 $8.9M
HRT Financial LP 0.03% New 71,809 $8.7M
RFG Advisory, LLC 0.17% Add +55.4% 68,084 $8.2M
Glenmede Investment Management, LP 0.04% Add +68.5% 67,905 $8.2M
Philip James Wealth Mangement, LLC 0.99% Add +8.8% 67,762 $8.2M
Jane Street Group, LLC 0.01% New 67,615 $8.1M
Summit Trail Advisors, LLC 0.11% Reduce -1.1% 66,701 $8.0M
Investors Research Corp 1.46% Add +10.4% 65,305 $7.9M
Rodgers & Associates, LTD 0.81% Add +5.7% 64,923 $7.8M
Wedbush Securities Inc. 0.25% Add +2.9% 64,019 $7.7M
IFP Advisors, Inc 0.19% Reduce -7.6% 61,645 $7.4M
Nicholson Meyer Capital Management, Inc. 5.66% Add +3.0% 61,159 $7.4M
Fifth Third Wealth Advisors LLC 0.27% Add +1.9% 59,849 $7.2M
ERn Financial, LLC 1.42% Reduce -5.1% 59,588 $7.2M
MAI Capital Management 0.04% Add +0.8% 59,487 $7.2M
Cascade Wealth Advisors, Inc 3.51% Add +15.5% 57,466 $7.1M
US Bancorp \de 0.01% Add +12.8% 58,929 $7.1M
Guerra Advisors Inc 2.57% Add +98.1% 57,823 $7.0M
Orion Porfolio Solutions, LLC 0.05% Add +5.1% 57,595 $6.9M
Kingsview Wealth Management, LLC 0.11% Add +8.6% 57,224 $6.9M
Renaissance Technologies 0.01% Add +1230.2% 57,200 $6.9M
Advisory Resource Group 1.22% Add +13.7% 56,254 $6.8M
Fidelis Capital Partners, LLC 0.52% Reduce -0.1% 55,236 $6.7M
Legacy Edge Advisors, LLC 0.78% Add +62.0% 54,823 $6.6M
Crumly & Associates Inc. 1.41% Reduce -2.1% 53,345 $6.4M
Aurelius Family Office LLC 2.80% Add +3.1% 52,172 $6.3M
Golden Road Advisors LLC 3.58% Add +2.1% 51,375 $6.2M
Royal Fund Management, LLC 0.74% Reduce -37.5% 51,218 $6.2M
Guardian Wealth Advisors, LLC / NC 0.40% Add +1.0% 50,864 $6.1M
Northwestern Mutual Wealth Management Co. 0.00% Add +13.5% 50,655 $6.1M
Empire Life Investments Inc. 0.36% Reduce -10.7% 50,645 $6.1M
Blue Capital, Inc. 4.53% Reduce -18.9% 50,608 $6.1M
Curtis Advisory Group, LLC 1.38% Reduce -7.5% 50,536 $6.1M
Frederick Financial Consultants, LLC 3.39% Add +1.3% 50,199 $6.0M
Park Avenue Securities LLC 0.05% Add +25.1% 49,178 $5.9M
AQR Capital Management 0.00% Add +22.7% 49,173 $5.9M
Johnson Investment Counsel Inc. 0.05% Add +43.4% 49,011 $5.9M
Cozad Asset Management Inc. 0.47% Add +0.7% 48,811 $5.9M
GEM Asset Management, LLC 2.78% Add +2.8% 48,431 $5.9M
Sowell Financial Services LLC 0.22% Add +7.7% 48,174 $5.8M
Principal Financial Group Inc. 0.00% Reduce -0.6% 47,466 $5.7M
Focus Partners Advisor Solutions, LLC 0.06% Add +54.9% 46,092 $5.7M
Facet Wealth, Inc. 0.12% Reduce -1.1% 46,278 $5.6M
Stegner Investment Associates Inc. 3.01% Add +0.0% 45,629 $5.5M
Thompson Siegel & Walmsley LLC 0.09% Reduce -1.6% 45,121 $5.4M
Continuum Advisory, LLC 0.57% Add +2.5% 44,425 $5.4M
Savant Capital, LLC 0.03% Add +2.2% 44,260 $5.3M
Andina Capital Management, LLC 3.01% Reduce -15.1% 44,145 $5.3M
CKW Financial Group 0.58% Reduce -3.6% 43,854 $5.3M
Legacy Financial Advisors, Inc. 0.72% Reduce -5.9% 43,583 $5.3M
Moneta Group Investment Advisors LLC 0.04% Reduce -1.4% 43,577 $5.3M
Auour Investments LLC 1.70% Reduce -3.5% 43,259 $5.2M
Certified Advisory Corp 0.49% Reduce -3.9% 42,693 $5.1M
Tudor Investment Corporation 0.03% New 42,303 $5.1M
Relyea Zuckerberg Hanson LLC 0.53% Add +11.8% 41,569 $5.0M
Sapient Capital LLC 0.08% Reduce -12.1% 41,568 $5.0M
PFG Advisors 0.20% Add +0.8% 41,281 $5.0M
Farther Finance Advisors, LLC 0.07% Add +48.3% 41,091 $5.0M
Signaturefd, LLC 0.08% Reduce -0.2% 41,025 $4.9M
First National Trust Co 0.17% Reduce -35.6% 40,632 $4.9M
Prosperity Consulting Group, LLC 0.24% Add +10.9% 40,374 $4.9M
Linscomb Wealth, Inc. 0.21% Reduce -8.4% 39,803 $4.8M
Adapt Wealth Advisors, LLC 1.77% Reduce -0.2% 39,796 $4.8M
Zhang Financial LLC 0.19% Reduce -3.3% 38,742 $4.7M
Baker Avenue Asset Management, LP 0.11% Reduce -7.1% 38,576 $4.6M
Mercer Global Advisors Inc. 0.01% Reduce -12.9% 38,283 $4.6M
Sage Mountain Advisors LLC 0.26% Reduce -5.5% 38,081 $4.6M
TAGStone Capital, Inc. 1.79% Reduce -0.9% 37,518 $4.5M
One Day In July LLC 0.38% Add +7.0% 37,221 $4.5M
Aquire Wealth Advisors, LLC 1.10% Reduce -0.1% 36,941 $4.5M
Accretive Wealth Partners, LLC 1.35% Add +1.7% 36,708 $4.4M
Mezzasalma Advisors, LLC 1.11% Add +0.3% 36,152 $4.4M
Roffman Miller Associates Inc. 0.24% Add +0.1% 35,877 $4.3M
Silver Oak Securities, Incorporated 0.32% Reduce -45.3% 35,154 $4.2M
Prosperity Wealth Management, Inc. 1.42% Add +8.4% 34,812 $4.2M
Portfolio Strategies, Inc. 0.48% Add +1.5% 34,430 $4.2M
CoreCap Advisors, LLC 0.15% Add +18.2% 34,359 $4.1M
Americana Partners, LLC 0.12% Add +10.7% 34,108 $4.1M
Diversified Portfolios, Inc. 0.36% Reduce -3.7% 34,035 $4.1M
Ethos Financial Group, LLC 0.32% Add +637.7% 33,358 $4.0M
WFA of San Diego, LLC 2.75% Add +2.6% 33,293 $4.0M
Brown Brothers Harriman & Co. 0.02% Add +12.5% 33,085 $4.0M
Prospera Financial Services Inc 0.07% Add +19.3% 32,206 $3.9M
Ballentine Partners, LLC 0.05% No change 31,707 $3.8M
IFG Advisory, LLC 0.17% Reduce -0.3% 31,482 $3.8M
World Investment Advisors 0.08% Add +795.7% 31,429 $3.8M
Tennessee Valley Asset Management Partners 0.50% Reduce -2.8% 30,784 $3.7M
Focus Financial Network, Inc. 0.13% Add +0.1% 30,425 $3.7M
Tower Research Capital LLC (TRC) 0.10% New 30,175 $3.6M
Michels Family Financial, LLC 2.79% Add +2.7% 29,689 $3.6M
Main Street Financial Solutions, LLC 0.23% Add +9.4% 29,269 $3.5M
DAVENPORT & Co LLC 0.02% Add +0.0% 28,513 $3.4M
Maridea Wealth Management LLC 0.53% Add +62.1% 27,832 $3.4M
AMG National Trust Bank 0.08% Add +27.2% 27,811 $3.4M
New Millennium Group LLC 1.53% Reduce -34.1% 27,707 $3.3M
TCV Trust & Wealth Management, Inc. 0.28% Add +4.2% 27,657 $3.3M
Spectrum Investment Advisors, Inc. 1.80% Reduce -6.4% 27,608 $3.3M
Chicago Partners Investment Group LLC 0.09% Add +0.7% 26,311 $3.3M
Wealthcare Advisory Partners LLC 0.07% Reduce -8.5% 27,244 $3.3M
Operose Advisors LLC 0.80% Reduce -0.0% 26,773 $3.2M
Voya Investment Management LLC 0.00% Reduce -87.0% 26,712 $3.2M
Mill Creek Capital Advisors, LLC 0.07% No change 26,313 $3.2M
Schneider Downs Wealth Management Advisors, LP 0.37% No change 26,116 $3.1M
Valtrion Capital Management, LLC 3.35% Add +0.0% 25,831 $3.1M
M3 Advisory Group, LLC 1.93% Add +0.2% 25,737 $3.1M
Wedmont Private Capital 0.11% Reduce -6.4% 25,400 $3.1M
Western Wealth Management, LLC 0.16% Add +0.3% 25,201 $3.0M
Verus Capital Partners, LLC 0.23% Add +8.7% 24,805 $3.0M
Sound Financial Strategies Group, LLC 2.08% Add +10.6% 23,662 $2.9M
Steph & Co. 0.87% Reduce -0.6% 23,647 $2.8M
Shikiar Asset Management Inc. 0.78% No change 23,500 $2.8M
Money Concepts Capital Corp. 0.17% Add +9.4% 23,063 $2.8M
Grey Fox Wealth Advisors, LLC 0.55% Reduce -0.2% 22,545 $2.7M
Atria Investments, Inc 0.03% Add +5.6% 22,512 $2.7M
Glass Jacobson Investment Advisors llc 0.98% Reduce -6.3% 22,407 $2.7M
RFG - Bristol Wealth Advisors, LLC 0.78% Reduce -80.5% 22,384 $2.7M
Avior Wealth Management, LLC 0.09% Add +0.0% 22,094 $2.7M
Prime Capital Investment Advisors, LLC 0.03% Add +3.5% 21,865 $2.6M
Valley National Advisers Inc. 0.41% Add +0.6% 21,843 $2.6M
Inspire Advisors, LLC 0.25% Reduce -2.0% 21,791 $2.6M
Sunpointe, LLC 0.94% Add +12.8% 21,616 $2.6M
Flow Traders U.S. LLC 0.11% New 21,458 $2.6M
Zacks Investment Management 0.02% Reduce -17.5% 21,453 $2.6M
Blackston Financial Advisory Group, LLC 1.53% Reduce -5.2% 21,431 $2.6M
Diversify Advisory Services, LLC 0.09% Add +20.0% 20,376 $2.6M
Simon Quick Advisors, LLC 0.12% Reduce -3.8% 21,180 $2.6M
Badgley Phelps Wealth Managers, LLC 0.05% Reduce -1.7% 21,036 $2.5M
Hilltop Holdings Inc. 0.13% Add +79.8% 21,035 $2.5M
Stratos Wealth Partners, LTD. 0.03% Reduce -1.3% 20,971 $2.5M
Advisory Services Network, LLC 0.04% Add +5.0% 20,871 $2.5M
Allegiance Financial Group Advisory Services LLC 0.58% Reduce -11.6% 20,847 $2.5M
Balentine LLC 0.09% No change 20,661 $2.5M
Flagship Wealth Advisors, LLC 0.81% Add +424.3% 20,433 $2.5M
Fiduciary Trust Co 0.03% Reduce -1.5% 20,174 $2.4M
Northern Trust Corp. 0.00% Reduce -2.7% 19,746 $2.4M
Oppenheimer & Co. Inc. 0.03% Add +14.9% 19,633 $2.4M
GAMCO Investors 0.02% Reduce -1.0% 19,568 $2.4M
Westshore Wealth, LLC 0.78% Add +46.7% 19,047 $2.3M
Vanguard Group Inc. 0.00% Add +15.8% 19,045 $2.3M
AE Wealth Management LLC 0.01% Add +26.8% 18,798 $2.3M
Wealthspire Advisors, LLC 0.01% Add +13.5% 18,538 $2.2M
Carnegie Investment Counsel 0.04% Add +3.5% 18,438 $2.2M
Embree Financial Group 0.30% Reduce -0.9% 18,305 $2.2M
ETF Portfolio Partners, Inc. 0.57% Reduce -2.3% 17,895 $2.2M
Clarion Wealth Managment Partners, LLC 2.12% Reduce -6.7% 17,813 $2.1M
Castlekeep Investment Advisors LLC 1.00% Add +9.1% 17,685 $2.1M
Fort Sheridan Advisors LLC 0.28% Add +18.4% 17,467 $2.1M
Brookstone Capital Management 0.02% Reduce -1.2% 17,072 $2.1M
Next Level Private LLC 0.59% Reduce -0.8% 16,784 $2.0M
Old Mission Capital LLC 0.07% New 16,600 $2.0M
Financial Alternatives, Inc 1.20% Reduce -0.3% 16,491 $2.0M
J.W. Cole Advisors, Inc. 0.04% Reduce -2.0% 16,476 $2.0M
Alliance Wealth Advisors, LLC 0.46% New 16,177 $1.9M
Garde Capital, Inc. 0.10% No change 16,176 $1.9M
Retirement Planning Group, LLC 0.07% Add +0.1% 16,025 $1.9M
Ameritas Advisory Services, LLC 0.13% Add +298.3% 16,020 $1.9M
Webster Bank, N. A. 0.18% No change 15,487 $1.9M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -36.9% 15,449 $1.9M
Klingenstein Fields & Co. LP 0.07% New 15,405 $1.9M
Summit Financial, LLC 0.03% New 15,290 $1.8M
Consolidated Portfolio Review Corp 0.23% Add +1.8% 15,230 $1.8M
Arkadios Wealth Advisors 0.04% Add +461.6% 15,142 $1.8M
Susquehanna International Group, LLP 0.00% New 14,970 $1.8M
Choreo, LLC 0.02% Reduce -0.6% 14,960 $1.8M
Harbour Investments, Inc. 0.04% Reduce -31.2% 14,734 $1.8M
Valpey Financial Services, LLC 1.15% Reduce -7.1% 14,636 $1.8M
AdvisorNet Financial, Inc 0.10% Add +0.1% 14,623 $1.8M
Coldstream Capital Management Inc. 0.02% Add +34.5% 14,592 $1.8M
Fund Evaluation Group, LLC 0.06% No change 14,570 $1.8M
Duncan Williams Asset Management, LLC 0.49% Add +3.5% 14,558 $1.8M
Thomasville National Bank 0.11% Reduce -4.5% 14,473 $1.7M
Institute for Wealth Management, LLC. 0.18% Reduce -0.3% 14,446 $1.7M
First Horizon Corp. 0.08% — 14,082 $1.7M
Axis Wealth Partners, LLC 0.99% Add +24.4% 14,066 $1.7M
REDW Wealth LLC 0.64% Add +49.6% 14,045 $1.7M
Opus Capital Group, LLC 0.19% Reduce -6.7% 13,729 $1.7M
Thoroughbred Financial Services, LLC 0.10% Reduce -9.5% 13,718 $1.7M
Fulton Bank, N.A. 0.06% Add +0.7% 13,717 $1.7M
Perigon Wealth Management, LLC 0.03% Reduce -10.1% 13,687 $1.6M
Pacific Capital Wealth Advisors, Inc. 0.28% No change 13,610 $1.6M
Waterloo Capital, L.P. 0.12% Add +80.6% 13,577 $1.6M
Princeton Global Asset Management LLC 0.27% Reduce -2.2% 13,474 $1.6M
3Chopt Investment Partners, LLC 0.37% No change 13,460 $1.6M
LBJ Family Wealth Advisors, Ltd. 0.88% Add +2.3% 13,409 $1.6M
Cwm, LLC 0.00% Add +81.8% 13,404 $1.6M
Integrated Wealth Concepts LLC 0.01% Add +0.4% 13,233 $1.6M
Certuity, LLC 0.11% Add +0.1% 13,216 $1.6M
Global View Capital Management LLC 0.34% Add +4.0% 13,206 $1.6M
Curi Capital, LLC 0.03% No change 13,105 $1.6M
MidAtlantic Capital Management, Inc. 1.07% No change 13,026 $1.6M
Fortis Capital Advisors, LLC 0.25% Reduce -3.7% 12,897 $1.6M
Davidson Trust Co. 0.64% Add +0.1% 12,884 $1.6M
Bokf, NA 0.02% Reduce -24.5% 12,841 $1.5M
Gotham Asset Management 0.01% No change 12,786 $1.5M
Winthrop Advisory Group LLC 0.13% New 12,700 $1.5M
Blair William & Co. 0.00% Reduce -0.4% 12,524 $1.5M
Spirepoint Private Client, LLC 0.16% Add +1.1% 12,422 $1.5M
Sonata Capital Group Inc. 0.55% Add +21.9% 12,256 $1.5M
FSM Wealth Advisors, LLC 0.21% Reduce -3.0% 12,227 $1.5M
Atlanta Consulting Group Advisors, LLC 0.36% No change 12,173 $1.5M
Moors & Cabot, Inc. 0.06% Add +4.6% 11,971 $1.4M
Transcend Capital Advisors, LLC 0.10% No change 11,944 $1.4M
Victory Financial Group, LLC 0.20% Add +26.5% 11,860 $1.4M
Ausdal Financial Partners, Inc. 0.07% Add +28.4% 11,830 $1.4M
Signal Tree Financial Partners LLC 1.12% Add +1.9% 11,662 $1.4M
Strategic Blueprint, LLC 0.06% New 11,694 $1.4M
CreativeOne Wealth, LLC 0.03% Add +11.5% 11,675 $1.4M
SBI Securities Co., Ltd. 0.04% Reduce -0.1% 11,355 $1.4M
Baker Boyer National Bank 0.45% No change 11,249 $1.4M
Kingswood Wealth Advisors, LLC 0.08% Add +14.7% 11,196 $1.3M
Elevation Wealth Partners, LLC 0.49% Add +0.1% 11,186 $1.3M
Kraft, Davis & Associates, LLC 0.32% Add +16.6% 10,794 $1.3M
Compass Ion Advisors, LLC 0.13% Add +2.2% 10,859 $1.3M
Concurrent Investment Advisors, LLC 0.02% Add +16.2% 10,649 $1.3M
CIBC Private Wealth Group LLC 0.00% Add +134.7% 10,447 $1.3M
Diversified Trust Co. 0.02% Add +29.6% 10,203 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% New 10,131 $1.2M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -47.5% 10,105 $1.2M
Rwa Wealth Partners, LLC 0.01% No change 10,071 $1.2M
Flagship Harbor Advisors, LLC 0.05% Reduce -0.8% 10,037 $1.2M
Becker Capital Management Inc. 0.04% No change 10,000 $1.2M
Accurate Wealth Management, LLC 0.16% Add +1.8% 10,009 $1.2M
Goelzer Investment Management, Inc. 0.06% Reduce -2.6% 9,811 $1.2M
Level Four Advisory Services, LLC 0.04% Add +69.8% 9,790 $1.2M
Alesco Advisors, LLC, An ESL Co 0.03% No change 9,624 $1.2M
American Money Management, LLC 0.19% Reduce -4.1% 9,475 $1.1M
Trilogy Capital Inc. 0.05% Reduce -7.4% 9,429 $1.1M
MTM Investment Management, LLC 0.36% Add +2.5% 9,400 $1.1M
Bison Wealth, LLC 0.10% Add +1.0% 8,866 $1.1M
Rehmann Capital Advisory Group 0.06% Reduce -1.9% 9,140 $1.1M
Signature Estate & Investment Advisors LLC 0.02% Add +0.1% 8,997 $1.1M
DGS Capital Management, LLC 0.19% Add +29.0% 8,846 $1.1M
National Philanthropic Trust 0.01% No change 8,800 $1.1M
Elevation Point Wealth Partners, LLC 0.07% Add +24.7% 8,786 $1.1M
Vestmark Advisory Solutions, Inc. 0.02% New 8,786 $1.1M
GeoWealth Management, LLC 0.04% Add +2080.2% 8,786 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -7.5% 8,776 $1.1M
Lee, Kelleher & Klein Wealth Management 0.65% Reduce -13.7% 8,746 $1.1M
Bessemer Group Inc. 0.00% Reduce -5.9% 8,700 $1.0M
American National Bank & Trust 0.10% Reduce -2.7% 8,651 $1.0M
Freedom Investment Management, Inc. 0.27% Reduce -91.6% 8,626 $1.0M
ForthRight Wealth Management, LLC 0.30% Reduce -0.2% 8,531 $1.0M
Beaumont Financial Advisors, LLC 0.07% No change 8,488 $1.0M
Verum Partners LLC 0.22% Reduce -13.5% 8,455 $1.0M
McAdam, LLC 0.05% Add +0.3% 8,391 $1.0M
Key Client Fiduciary Advisors, LLC 0.34% Add +2.8% 8,379 $1.0M
Capital Investment Advisors, LLC 0.02% Reduce -0.1% 8,051 $970K
Hazlett, Burt & Watson, Inc. 0.34% No change 8,046 $970K
Lanark Financial, Inc. 0.07% Add +64.8% 7,832 $944K
Allspring Global Investments Holdings, LLC 0.00% Reduce -0.8% 7,749 $939K
Nations Financial Group Inc, /Ia/ 0.06% Add +0.0% 7,690 $927K
Flynn Zito Capital Management, LLC 0.34% No change 7,672 $925K
Calydon Capital 0.15% Reduce -50.0% 7,633 $920K
Resolute Wealth Strategies, LLC 0.42% Add +0.1% 7,632 $920K
Precedent Wealth Partners, LLC 0.20% Reduce -4.5% 7,618 $918K
Sovereign Financial Group, Inc. 0.17% Add +8.7% 7,579 $913K
Santori & Peters, Inc. 0.33% Reduce -3.7% 7,551 $910K
Bluesphere Advisors LLC 0.42% No change 7,550 $910K
Cordatus Wealth Management LLC 0.21% Add +1.6% 7,536 $908K
Keystone Financial Group 0.07% Add +0.0% 7,526 $907K
Chevy Chase Trust Holdings, LLC 0.00% No change 7,500 $904K
Braun-Bostich & Associates Inc. 0.57% No change 7,477 $901K
BlackRock, Inc. 0.00% New 7,337 $884K
Balefire, LLC 0.17% Reduce -1.8% 7,247 $873K
World Equity Group, Inc. 0.20% Reduce -2.5% 7,228 $871K
Ellenbecker Investment Group 0.13% Reduce -0.9% 7,219 $870K
Cresset Asset Management, LLC 0.00% Add +4.1% 7,144 $861K
Axxcess Wealth Management, LLC 0.02% Reduce -3.5% 7,017 $845K
IHT Wealth Management, LLC 0.02% Add +4.7% 7,014 $845K
Petra Financial Advisors Inc. 0.49% Add +0.0% 7,011 $845K
Capital Planning LLC 0.24% Add +22.4% 6,946 $837K
Truepoint, Inc. 0.02% Reduce -2.2% 6,895 $831K
Sentinel Trust Co. Lba 0.08% Reduce -0.3% 6,885 $830K
Brown Advisory Inc. 0.00% Reduce -9.6% 6,877 $829K
Principal Securities, Inc. 0.01% Add +142.0% 6,827 $823K
Vontobel Holding Ltd. 0.00% Reduce -16.5% 6,784 $817K
Rainier Family Wealth Inc. 0.73% No change 6,764 $815K
United Advisor Group, LLC 0.11% New 6,733 $811K
Berman McAleer LLC 0.11% — 6,700 $807K
Foundations Investment Advisors, LLC 0.01% Add +43.1% 6,595 $795K
First Manhattan Co. Llc. 0.00% Reduce -0.8% 6,576 $792K
Bogart Wealth, LLC 0.03% Reduce -2.3% 6,489 $782K
Clare Market Investments LLC 0.15% No change 6,360 $766K
Eq LLC 0.26% No change 6,351 $765K
Sovran Advisors, LLC 0.07% Add +6.6% 6,138 $764K
Checchi Capital Advisers, LLC 0.05% New 6,340 $764K
Visionary Wealth Advisors 0.04% Reduce -0.0% 6,320 $762K
Arista Wealth Management, LLC 0.09% Reduce -64.2% 6,318 $761K
Parallel Advisors, LLC 0.01% Add +31.0% 6,257 $754K
Financial Guidance Group, Inc. 0.34% No change 6,250 $753K
NorthCoast Asset Management LLC 0.00% Reduce -0.0% 6,205 $748K
Financial Engines Advisors L.L.C. 0.00% Reduce -5.8% 6,183 $745K
Cherrydale Wealth Management, LLC 0.23% Add +0.1% 6,161 $742K
Koshinski Asset Management, Inc. 0.05% Add +2.7% 6,144 $740K
Global Wealth Management Investment Advisory, Inc. 0.12% Add +39.5% 6,110 $736K
Liberty Wealth Management LLC 0.10% Add +9.4% 6,088 $734K
Independent Advisor Alliance 0.02% No change 6,018 $725K
Deutsche Bank AG 0.00% Reduce -60.0% 6,000 $723K
Vicus Capital 0.05% Add +4.2% 5,959 $718K
Solutions 4 Wealth, Ltd 1.08% Add +10.9% 5,763 $694K
Pinnacle Associates Ltd. 0.01% No change 5,741 $692K
Flaharty Asset Management, LLC 0.09% New 5,586 $673K
Hutchens & Kramer Investment Management Group, LLC 0.26% Reduce -0.2% 5,501 $663K
Millennium Management 0.00% Add +15.9% 5,367 $647K
Brandywine Oak Private Wealth LLC 0.06% No change 5,340 $643K
Cura Wealth Advisors, LLC 0.25% Add +1.9% 5,334 $643K
Cornerstone Wealth Management, LLC 0.04% Add +0.0% 5,327 $642K
Modern Wealth Management, LLC 0.01% Reduce -44.6% 5,319 $641K
Midwest Trust Co 0.01% Reduce -2.5% 5,288 $637K
Betterment LLC 0.00% Add +3.9% 5,241 $632K
Pinnacle Wealth Management Advisory Group, LLC 0.05% No change 5,235 $631K
Ritholtz Wealth Management 0.01% Reduce -2.7% 5,181 $624K
Private Trust Co. NA 0.05% Reduce -44.6% 5,160 $622K
Lokken Investment Group LLC 0.21% Reduce -3.8% 5,147 $620K
Stone House Investment Management, LLC 0.10% No change 5,134 $619K
Lewis Asset Management, LLC 0.25% Reduce -0.2% 5,090 $613K
First Financial Bankshares Inc 0.01% No change 5,053 $609K
1832 Asset Management L.P. 0.00% Reduce -10.6% 5,041 $607K
PBMares Wealth Management LLC 0.10% Reduce -0.0% 4,978 $600K
BlueStem Wealth Partners, LLC 0.07% Reduce -0.4% 4,971 $599K
New England Private Wealth Advisors LLC 0.08% Add +0.0% 4,948 $596K
Calamos Wealth Management LLC 0.02% Add +15.1% 4,946 $596K
Allworth Financial LP 0.00% Add +32.7% 4,832 $582K
Invesco Ltd. 0.00% Add +9.7% 4,769 $575K
Emerald Advisors, LLC 0.08% Reduce -0.8% 4,767 $574K
Trust Point Inc. 0.05% No change 4,748 $572K
PGIM Custom Harvest LLC 0.01% Reduce -1.6% 4,742 $571K
SIMA Wealth Partners, LLC 0.44% No change 4,734 $570K
Venture Visionary Partners LLC 0.02% Reduce -1.4% 4,721 $569K
BOK Financial Private Wealth, Inc. 0.04% No change 4,660 $562K
Wharton Business Group, LLC 0.02% No change 4,660 $562K
Centaurus Financial, Inc. 0.03% Add +1.8% 4,647 $560K
Compass Wealth Management LLC 0.12% No change 4,640 $559K
SteelPeak Wealth, LLC 0.02% Add +45.2% 4,601 $554K
Two Sigma Investments, LP 0.00% Reduce -99.5% 4,600 $554K
Ashton Thomas Private Wealth, LLC 0.01% Add +3.5% 4,595 $554K
Scotia Capital Inc. 0.00% Reduce -10.5% 4,590 $553K
Titleist Asset Management, LLC 0.05% No change 4,556 $549K
Fortitude Advisory Group L.L.C. 0.29% Add +10.8% 4,538 $547K
Dorsey & Whitney Trust CO LLC 0.03% No change 4,531 $546K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -12.7% 4,527 $546K
Ignite Planners, LLC 0.09% Reduce -1.9% 4,503 $543K
Beacon Financial Planning, Inc. 0.27% Add +95.9% 4,401 $530K
ARK & TLK Investments, LLC 0.17% Add +0.7% 4,384 $528K
Hirtle & Co., LLC 0.02% No change 4,321 $521K
Walkner Condon Financial Advisors LLC 0.08% New 4,289 $517K
United Community Bank 0.16% No change 4,277 $515K
Kohmann Bosshard Financial Services, LLC 0.05% No change 4,209 $507K
CRA Financial Services, LLC 0.07% Reduce -1.2% 4,190 $505K
Sigma Planning Corp 0.01% Add +7.5% 4,180 $504K
Composition Wealth, LLC 0.01% New 4,096 $494K
Essex Financial Services, Inc. 0.03% Add +70.0% 4,086 $492K
Foundation Wealth Management, LLC 0.33% Reduce -9.2% 4,075 $491K
Private Wealth Asset Management, LLC 0.06% No change 4,048 $488K
Richmond Investment Services, LLC 0.09% Reduce -4.5% 4,008 $483K
JPL Wealth Management, LLC 0.11% No change 3,863 $465K
Legacy Wealth Asset Management, LLC 0.11% No change 3,819 $460K
New Republic Capital, LLC 0.14% No change 3,800 $458K
Berkshire Asset Management LLC 0.02% Reduce -2.0% 3,799 $458K
Regent Peak Wealth Advisors LLC 0.09% — 3,773 $455K
Sagespring Wealth Partners, LLC 0.01% Add +5.0% 3,766 $454K
Elite Life Management LLC 0.92% Reduce -3.3% 3,767 $453K
Snider Financial Group 0.12% No change 3,723 $449K
Tme Financial, Inc. 0.33% Reduce -6.7% 3,698 $446K
JMG Financial Group, Ltd. 0.01% No change 3,689 $444K
Fairway Wealth LLC 0.12% Add +10.7% 3,682 $444K
Bond & Devick Financial Network, Inc. 0.13% Reduce -0.1% 3,656 $441K
Rathbones Group PLC 0.00% Reduce -7.6% 3,650 $440K
Inman Jager Wealth Management, LLC 0.28% No change 3,644 $439K
Sax Wealth Advisors, LLC 0.02% Add +2.7% 3,627 $437K
Vanguard Personalized Indexing Management, LLC 0.00% Add +10.3% 3,626 $437K
United Capital Financial Advisors, LLC 0.00% Add +0.0% 3,626 $437K
Wisconsin Wealth Advisors, LLC 0.41% New 3,606 $435K
Per Stirling Capital Management, LLC. 0.05% Reduce -11.2% 3,601 $434K
Gilliland Jeter Wealth Management LLC 0.13% Add +0.1% 3,595 $433K
OneDigital Investment Advisors LLC 0.00% Add +1.4% 3,586 $432K
Whittier Trust Co. 0.00% Add +201.3% 3,559 $430K
Park Edge Advisors, LLC 0.10% Reduce -27.4% 3,546 $427K
Franklin Resources Inc. 0.00% Add +2.9% 3,542 $427K
Exencial Wealth Advisors, LLC 0.01% No change 3,521 $424K
Sepio Capital, LP 0.03% New 3,517 $424K
Fermata Advisors, LLC 0.11% Reduce -0.3% 3,477 $419K
United Capital Management of KS, Inc. 0.06% Reduce -21.8% 3,410 $411K
Park Capital Management, LLC / WI 0.33% No change 3,400 $410K
CWA Asset Management Group, LLC 0.02% New 3,394 $409K
White Lighthouse Investment Management Inc. 0.06% No change 3,385 $408K
Wilmington Savings Fund Society, FSB 0.01% Reduce -80.7% 3,332 $402K
HFG Advisors, Inc. 0.29% No change 3,298 $397K
Two Sigma Securities, LLC 0.06% New 3,266 $394K
SeaCrest Wealth Management, LLC 0.04% Reduce -0.9% 3,218 $393K
Old North State Wealth Management, LLC 0.18% Add +0.1% 3,238 $390K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 3,231 $389K
Qube Research & Technologies Ltd 0.00% Add +252.5% 3,208 $387K
Stonegate Investment Group, LLC 0.01% No change 3,191 $384K
Gateway Investment Advisers LLC 0.00% New 3,189 $384K
Proficio Capital Partners LLC 0.03% New 3,185 $384K
Tranquility Partners, LLC 0.13% No change 3,180 $383K
NovaPoint Capital, LLC 0.09% New 3,160 $381K
SC&H Financial Advisors, Inc. 0.06% Add +0.1% 3,125 $377K
Mgo One Seven LLC 0.01% Add +0.9% 3,121 $376K
Whitcomb & Hess, Inc. 0.10% No change 3,119 $376K
Alteri Wealth LLC 0.13% Reduce -18.1% 3,116 $375K
Brio Consultants, LLC 0.05% Reduce -35.7% 3,092 $373K
Geneos Wealth Management Inc. 0.01% Reduce -13.7% 3,066 $369K
Integrity Alliance, Llc. 0.02% Add +5.8% 3,043 $367K
Trexquant Investment LP 0.00% Reduce -8.1% 3,025 $365K
MWA Asset Management 0.20% Reduce -0.7% 3,004 $362K
Plan Group Financial, LLC 0.10% Reduce -19.4% 2,962 $357K
Nelson Capital Management, LLC 0.04% No change 2,951 $356K
Merkkuri Wealth Advisors LLC 0.26% Add +12.0% 2,946 $355K
NorthRock Partners, LLC 0.01% Add +6.1% 2,936 $354K
D'Orazio & Associates, Inc. 0.05% Reduce -3.5% 2,922 $352K
SkyOak Wealth, LLC 0.07% Reduce -0.1% 2,922 $352K
GPS Wealth Strategies Group, LLC 0.04% Add +27.6% 2,911 $351K
Csenge Advisory Group 0.02% Reduce -37.3% 2,907 $350K
Gladstone Institutional Advisory LLC 0.01% New 2,888 $348K
Fulcrum Equity Management 0.35% Add +2.0% 2,875 $346K
Swmg, LLC 0.10% Add +0.7% 2,840 $345K
Smart Portfolios, LLC 0.33% No change 2,861 $345K
HUB Investment Partners, LLC 0.01% No change 2,853 $344K
Lockerman Financial Group, Inc. 0.43% Add +1.6% 2,840 $342K
Austin Wealth Management, LLC 0.05% No change 2,813 $339K
Rialto Wealth Management, LLC 0.09% No change 2,814 $339K
Entrewealth, LLC 0.17% New 2,813 $339K
Equita Financial Network, Inc. 0.11% New 2,811 $339K
First City Capital Management, Inc. 0.18% No change 2,744 $331K
Avant Capital LLC 0.23% Add +10.6% 2,733 $329K
Everett Harris & Co. 0.00% No change 2,725 $328K
Cedar Point Capital Partners, LLC 0.21% Reduce -7.2% 2,715 $327K
Ancora Advisors LLC 0.01% Reduce -1.6% 2,707 $326K
Fairvoy Private Wealth, LLC 0.07% No change 2,691 $324K
NewEdge Wealth, LLC 0.00% No change 2,621 $324K
Capital Investment Advisory Services, LLC 0.03% Reduce -3.3% 2,671 $322K
Fisher Asset Management 0.00% Reduce -51.9% 2,660 $321K
UNIVEST FINANCIAL Corp 0.02% Add +7.2% 2,656 $320K
Traction Financial Partners, LLC 0.20% Add +0.5% 2,622 $316K
Mitchell Sinkler & Starr 0.14% Add +35.7% 2,605 $314K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% New 2,579 $311K
Newport Capital Group, LLC 0.19% Add +1.7% 2,525 $304K
Sightline Wealth Advisors, LLC 0.14% Reduce -8.5% 2,512 $303K
Paladin Advisory Group, LLC 0.24% Add +37.2% 2,508 $302K
James Reed Financial Services, Inc. 0.27% No change 2,500 $301K
SVB Wealth LLC 0.02% Reduce -34.5% 2,483 $299K
Magnolia Capital Advisors LLC 0.08% Add +2.7% 2,477 $298K
Waverly Advisors, LLC 0.00% Add +20.5% 2,472 $298K
Evanson Asset Management, LLC 0.02% No change 2,462 $297K
Quotient Wealth Partners, LLC 0.01% No change 2,444 $295K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% Add +5.0% 2,407 $293K
Citizens Financial Group Inc. 0.00% New 2,419 $292K
Foster Victor Wealth Advisors, LLC 0.02% New 2,406 $291K
Client 1ST Advisory Group, LLC 0.10% No change 2,409 $290K
Tectonic Advisors LLC 0.02% Add +2.7% 2,385 $287K
Siligmueller & Norvid Wealth Advisors LLC 0.13% New 2,407 $285K
Rothschild Wealth LLC 0.06% Reduce -1.0% 2,369 $285K
GM Advisory Group, LLC 0.01% Add +0.0% 2,366 $285K
Midland Wealth Advisors, LLC 0.02% New 2,366 $285K
EverSource Wealth Advisors, LLC 0.01% Add +0.0% 2,364 $285K
Total Clarity Wealth Management, Inc. 0.08% New 2,352 $283K
Heritage Wealth Management, Inc. 0.08% No change 2,340 $282K
Ellevest, Inc. 0.04% New 2,333 $281K
Mycio Wealth Partners, LLC 0.07% No change 2,332 $281K
Krilogy Financial LLC 0.01% New 2,265 $280K
Sicart Associates LLC 0.08% No change 2,313 $279K
Bawa N Mallick Trust 0.10% No change 2,300 $277K
Gentry Private Wealth, LLC 0.19% No change 2,293 $276K
Russell Investments Group, Ltd. 0.00% Reduce -8.0% 2,289 $276K
Woodard & Co. Asset Management Group Inc. 0.04% No change 2,285 $275K
Keb Asset Management, LLC 0.06% Add +9.0% 2,268 $273K
Freestone Capital Holdings, LLC 0.01% Reduce -12.8% 2,236 $269K
Amplius Wealth Advisors, LLC 0.02% Reduce -74.0% 2,235 $269K
Integrated Advisors Network LLC 0.01% New 2,205 $266K
Capital Planning Advisors, LLC 0.04% Reduce -3.9% 2,198 $265K
Eastern Bank 0.00% No change 2,191 $264K
Simplicity Wealth,LLC 0.02% New 2,181 $263K
North Star Investment Management Corp. 0.02% Reduce -4.9% 2,175 $262K
Northcape Wealth Management, LLC 0.08% No change 2,156 $260K
Valued Retirements, Inc. 0.29% No change 2,356 $257K
Horst & Graben Wealth Management LLC 0.04% No change 2,101 $253K
Evercore Wealth Management, LLC 0.00% Reduce -16.5% 2,101 $253K
Jacobs & Co. 0.02% No change 2,100 $253K
Level Financial Advisors 0.07% Reduce -8.1% 2,090 $252K
Benjamin Edwards Inc. 0.00% New 2,045 $246K
NTV Asset Management LLC 0.03% No change 2,024 $244K
Occidental Asset Management, LLC 0.03% No change 2,020 $243K
Aspiriant, LLC 0.01% No change 2,001 $241K
Philadelphia Trust Co. 0.02% No change 2,000 $241K
XTX Topco Ltd 0.01% New 1,992 $240K
Capital Analysts, LLC 0.01% Add +1.5% 1,993 $240K
Acorn Financial Advisory Services Inc. 0.04% No change 1,991 $240K
PUREfi Wealth, LLC 0.18% No change 1,986 $239K
Vertex Planning Partners, LLC 0.05% No change 1,986 $239K
Great Lakes Advisors, LLC 0.00% No change 1,972 $238K
Virtue Capital Management, LLC 0.04% Reduce -95.5% 938 $236K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -1.6% 1,956 $236K
Blake Schutter Theil Wealth Advisors, LLC 0.23% New 1,951 $235K
Global Trust Asset Management, LLC 0.11% Reduce -4.9% 1,950 $235K
Unique Wealth, LLC 0.03% Reduce -11.6% 1,940 $234K
Clarendon Private LLC 0.21% Add +0.1% 1,933 $233K
Veracity Capital LLC 0.07% No change 1,926 $232K
GTS Securities LLC 0.01% New 1,905 $230K
Nottingham Advisors, Inc. 0.03% No change 1,894 $228K
Financial Freedom, LLC 0.11% Reduce -25.6% 1,890 $228K
Patron Partners, LLC 0.10% New 1,888 $227K
HM Payson & Co. 0.00% No change 1,865 $225K
Edge Financial Advisors LLC 0.10% Add +0.1% 1,855 $224K
Caprock Group, LLC 0.01% — 1,938 $222K
Abel Hall, LLC 0.09% New 1,816 $219K
180 Wealth Advisors, LLC 0.03% New 1,814 $219K
VeraBank, N.A. 0.04% Reduce -9.4% 1,812 $218K
Coordinated Financial Services, Inc. 0.14% Reduce -8.3% 1,809 $218K
Roxbury Financial LLC 0.20% Add +0.1% 1,802 $217K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,801 $217K
Parcion Private Wealth LLC 0.01% New 1,776 $214K
Firestone Capital Management 0.05% New 1,771 $213K
Trellis Wealth Advisors LLC 0.09% New 1,769 $213K
Equitable Trust Co. 0.01% Reduce -24.9% 1,736 $209K
Chokshi & Queen Wealth Advisors, Inc 0.11% New 1,706 $206K
Aspen Capital Management, LLC 0.05% New 1,701 $205K
Obsidian Cio, LLC 0.03% New 1,698 $205K
Premier Path Wealth Partners, LLC 0.03% Reduce -19.6% 1,694 $204K
Murphy & Mullick Capital Management Corp 0.15% No change 1,680 $202K
Accredited Investors Inc. 0.01% New 1,676 $202K
Hilltop Partners LLC 0.06% New 1,673 $202K
A&I Financial Services, LLC 0.10% New 1,660 $201K
Elevatus Welath Management 0.06% New 1,660 $200K
Crews Bank & Trust 0.03% No change 1,656 $200K
Caitlin John, LLC 0.14% New 1,628 $196K
Signature Resources Capital Management, LLC 0.11% No change 1,600 $193K
Jackson, Grant Investment Advisers, Inc. 0.06% No change 1,600 $193K
FWL Investment Management, LLC 0.05% Reduce -5.9% 1,600 $193K
Gen-Wealth Partners Inc 0.06% No change 1,578 $190K
Whipplewood Advisors, LLC 0.12% No change 1,558 $188K
Root Financial Partners, LLC 0.01% New 1,510 $182K
AlphaCore Capital LLC 0.01% Reduce -73.0% 1,509 $182K
CENTRAL TRUST Co 0.00% No change 1,489 $179K
Blue Trust, Inc. 0.00% Reduce -0.1% 1,466 $177K
Pinnacle Bancorp, Inc. 0.05% No change 1,412 $170K
Trust Co. of Vermont 0.01% Reduce -3.5% 1,400 $169K
Armstrong Advisory Group, Inc. 0.01% No change 1,307 $157K
Avion Wealth 0.03% Reduce -37.1% 1,270 $153K
Private Wealth Management Group, LLC 0.04% Reduce -7.0% 1,197 $144K
Steigerwald, Gordon & Koch Inc. 0.01% New 1,054 $127K
Archer Investment Corp 0.03% No change 978 $118K
Asset Dedication, LLC 0.01% Reduce -31.6% 970 $117K
Strengthening Families & Communities, LLC 0.02% New 1,147 $111K
Maryland Capital Advisors Inc. 0.04% Add +119.0% 898 $108K
Eukles Asset Management 0.04% No change 884 $107K
Evolution Wealth Management Inc. 0.11% Add +1658.0% 879 $106K
Cheviot Value Management, LLC 0.01% New 819 $103K
Trust Co 0.01% No change 800 $96K
Phillips Financial Management, LLC 0.01% No change 792 $95K
Larson Financial Group LLC 0.00% Add +16.0% 763 $92K
Federation des caisses Desjardins du Quebec 0.00% No change 700 $84K
Simplex Trading, LLC 0.00% Reduce -22.7% 702 $84K
Financial Perspectives, Inc 0.02% No change 687 $83K
Concord Wealth Partners 0.01% Reduce -19.7% 678 $82K
Strategic Investment Solutions, Inc. 0.02% Add +0.1% 676 $81K
Newton One Investments LLC 0.02% Reduce -12.6% 655 $79K
WealthShield Partners, LLC 0.01% No change 653 $79K
ORG Partners LLC 0.01% No change 644 $78K
Key Financial Inc 0.01% No change 640 $78K
NFSG Corp 0.01% Add +130.1% 635 $77K
JNBA Financial Advisors 0.01% No change 635 $77K
Vermillion Wealth Management, Inc. 0.02% Add +0.2% 633 $76K
Hantz Financial Services, Inc. 0.00% Add +396.8% 626 $75K
JFS Wealth Advisors, LLC 0.00% Add +0.8% 595 $72K
Adirondack Trust Co. 0.02% No change 574 $69K
Independence Bank of Kentucky 0.01% No change 547 $66K
Tompkins Financial Corp. 0.01% No change 542 $65K
GGM Financial LLC 0.03% New 540 $65K
Mather Group, Llc. 0.00% New 519 $63K
Salem Investment Counselors Inc. 0.00% Add +2.2% 511 $62K
SOA Wealth Advisors, LLC. 0.01% No change 506 $61K
Indiana Trust & Investment Management Co 0.02% No change 500 $60K
City State Bank 0.02% No change 500 $60K
Investment Counsel Co. of Nevada 0.12% Add +0.2% 500 $60K
TD Waterhouse Canada Inc. 0.00% No change 473 $57K
Coastline Trust Co 0.01% No change 475 $57K
Spire Wealth Management 0.00% No change 475 $57K
Copia Wealth Management 0.04% No change 468 $56K
McIlrath & Eck, LLC 0.01% Add +1482.8% 459 $55K
Asset Management One Co., Ltd. 0.00% Add +3.3% 442 $53K
Stuart Chaussee & Associates, Inc. 0.01% No change 405 $49K
Angeles Wealth Management, LLC 0.00% No change 389 $47K
Proathlete Wealth Management LLC 0.01% No change 380 $46K
Cranbrook Wealth Management, LLC 0.01% New 375 $45K
Greykasell Wealth Strategies, Inc. 0.02% No change 372 $45K
Peachtree Investment Partners, LLC 0.02% New 363 $44K
Golden State Wealth Management, LLC 0.00% Add +244.2% 358 $43K
Strategic Wealth Partners, Ltd. 0.00% Add +21.9% 312 $38K
New England Capital Financial Advisors LLC 0.02% No change 300 $36K
Farmers & Merchants Investments Inc. 0.00% Add +20.5% 294 $35K
Advantage Trust Co 0.01% No change 268 $32K
Founders Financial Alliance, LLC 0.01% New 266 $32K
EPG Wealth Management LLC 0.01% No change 259 $31K
Rothschild Investment LLC 0.00% No change 257 $31K
WPG Advisers, LLC 0.02% New 255 $31K
Westside Investment Management, Inc. 0.00% Reduce -16.9% 245 $30K
First Pacific Financial 0.00% Add +0.4% 242 $29K
Strategic Investment Advisors / MI 0.00% New 20,936 $28K
Rossby Financial, LCC 0.01% Add +32.3% 209 $25K
TFC Financial Management, Inc. 0.00% New 200 $24K
Nova Wealth Management, Inc. 0.02% Reduce -86.6% 194 $23K
Cullen/Frost Bankers, Inc. 0.00% New 187 $23K
DecisionPoint Financial, LLC 0.01% Add +1700.0% 180 $22K
Imprint Wealth LLC 0.07% — 172 $21K
Central Pacific Bank - Trust Division 0.00% No change 162 $20K
Cape Investment Advisory, Inc. 0.02% Reduce -93.6% 161 $19K
Measured Wealth Private Client Group, LLC 0.01% New 160 $19K
Pineridge Advisors LLC 0.01% No change 159 $19K
Cloud Capital Management, LLC 0.01% New 142 $17K
Tidemark, LLC 0.00% No change 140 $17K
N.E.W. Advisory Services LLC 0.00% No change 128 $15K
Grand Wealth Management, LLC 0.01% No change 121 $15K
Comprehensive Financial Planning, Inc. 0.01% No change 112 $13K
Abound Wealth Management 0.00% Reduce -7.0% 107 $13K
Ameriflex Group, Inc. 0.00% Add +100.0% 104 $13K
Howe & Rusling Inc. 0.00% Reduce -84.6% 104 $13K
Fairman Group, LLC 0.01% No change 96 $12K
BankPlus Trust Department 0.00% New 96 $12K
Bfsg, LLC 0.00% Reduce -32.2% 80 $10K
Global Wealth Strategies & Associates 0.00% New 78 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 77 $9K
Halbert Hargrove Global Advisors, LLC 0.00% No change 70 $8K
Financial Network Wealth Advisors LLC 0.01% No change 70 $8K
BNP Paribas Financial Markets 0.00% Reduce -95.5% 70 $8K
Corsicana & Co. 0.00% — 63 $8K
Matrix Private Capital Group LLC 0.00% No change 61 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 60 $7K
Pension & Wealth Management Advisors, Inc. 0.00% No change 55 $7K
CGC Financial Services, LLC 0.00% No change 55 $7K
HHM Wealth Advisors, LLC 0.00% No change 52 $6K
CNB Bank 0.00% Reduce -21.3% 48 $6K
Rakuten Securities, Inc. 0.00% Add +142.1% 46 $6K
Truvestments Capital LLC 0.00% No change 44 $5K
Sunbelt Securities, Inc. 0.00% Reduce -93.9% 43 $5K
GHP Investment Advisors, Inc. 0.00% No change 41 $5K
Keener Financial Planning LLC 0.00% New 37 $4K
Physician Wealth Advisors, Inc. 0.00% New 22 $3K
Creative Capital Management Investments LLC 0.00% No change 22 $3K
Nemes Rush Group LLC 0.00% No change 15 $2K
Harbor Asset Planning, Inc. 0.00% No change 14 $2K
Sound Income Strategies, LLC 0.00% No change 9 $1K
Westfuller Advisors, LLC 0.00% New 9 $1K
Centennial Bank 0.00% No change 7 $844
Abich Financial Wealth Management LLC 0.00% — 4 $482
Roble, Belko & Company, Inc 0.00% New 2 $0

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