Vanguard S&P 500 Growth ETFVOOGETF

13F holders, Q4 2025 (December 31)
703holders +66
72new positions
40sold out
4famous investors
$428.69avg. 13F price*

At the end of Q4 2025, 703 institutions reported holding Vanguard S&P 500 Growth ETF (VOOG) in their 13F filings, up 66 from Q3 2025. 72 opened new positions and 40 sold out. The largest holders were JPMorgan Chase & Co. ($968.2M), Morgan Stanley ($377.3M) and Bank of America Corp. ($299.8M). 4 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 S&P 500 Growth ETF
CUSIP
921932505
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 436Q1 2024Q2 2024: 478Q2 2024Q3 2024: 505Q3 2024Q4 2024: 577Q4 2024Q1 2025: 568Q1 2025Q2 2025: 616Q2 2025Q3 2025: 637Q3 2025Q4 2025: 703Q4 2025Q1 2026: 686Q1 2026Q2 2026: 755Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions72$65.4M
Exits40$40.8M

All 13F filers, Q3 2025 → Q4 2025: 936,449 shares bought and 460,219 shares sold, net +476,230 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 703 holders

JPMorgan Chase & Co. 0.07% Reduce -1.6% 2,177,638 $968.2M
Morgan Stanley 0.02% Add +1.9% 848,649 $377.3M
Bank of America Corp. 0.02% Add +2.5% 674,306 $299.8M
UBS Group AG 0.05% Reduce -1.2% 622,039 $276.6M
LPL Financial LLC 0.07% Add +2.7% 581,778 $258.7M
Envestnet Asset Management Inc. 0.05% Add +8.6% 376,246 $167.3M
Ameriprise Financial Inc. 0.03% Add +2.7% 312,759 $139.0M
TD Private Client Wealth LLC 2.43% Add +10.7% 256,585 $114.1M
Corient Private Wealth LP 0.14% Reduce -6.5% 224,383 $99.8M
Wells Fargo & Company 0.02% Add +5.3% 206,429 $91.8M
Osaic Holdings, Inc. 0.13% Add +1.4% 195,852 $87.3M
Arista Wealth Management, LLC 10.43% Add +2.4% 190,784 $84.8M
Raymond James Financial Inc. 0.02% Add +17.7% 177,428 $78.9M
Mariner, LLC 0.09% Reduce -5.7% 161,672 $71.9M
Joel Isaacson & Co., LLC 2.12% Add +4.9% 144,513 $64.2M
Focus Partners Wealth 0.07% Add +3.7% 143,582 $63.8M
Cerity Partners LLC 0.07% Add +2.0% 109,329 $48.6M
Equitable Holdings, Inc. 0.33% Add +4.5% 108,934 $48.4M
Shakespeare Wealth Management, LLC 9.99% Reduce -1.2% 101,634 $45.2M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -5.2% 96,668 $43.0M
HighTower Advisors, LLC 0.05% Add +4.9% 94,101 $41.8M
Petredis Investment Advisors LLC 3.23% Reduce -0.2% 92,617 $41.2M
Essex Financial Services, Inc. 2.28% Reduce -1.3% 90,031 $40.0M
Royal Bank of Canada 0.01% Add +10.0% 84,925 $37.8M
Apella Capital, LLC 0.74% Add +0.3% 84,491 $37.6M
Kropog Financial Group, LLC 26.76% Reduce -0.3% 77,693 $34.5M
Goldman Sachs Group Inc. 0.00% Add +1341.7% 76,077 $33.8M
Private Advisor Group, LLC 0.15% Add +0.3% 73,280 $32.6M
Cetera Investment Advisers 0.04% Add +12.5% 72,506 $32.2M
Kestra Advisory Services, LLC 0.13% Add +3.3% 71,648 $31.9M
Commonwealth Equity Services, LLC 0.04% Reduce -5.5% 66,749 $29.7M
FIL Ltd 0.02% New 61,392 $27.4M
Connecticut Wealth Management, LLC 1.19% Reduce -1.7% 61,651 $27.4M
Wheelhouse Advisory Group LLC 10.39% Add +5.3% 60,990 $27.3M
Cornerstone Advisory, LLC 2.58% Reduce -1.2% 60,915 $27.1M
Principle Wealth Partners LLC 1.45% Reduce -0.3% 57,848 $25.7M
Merit Financial Group, LLC 0.19% Add +1.1% 53,951 $24.0M
Janney Montgomery Scott LLC 0.05% Reduce -1.1% 52,311 $23.3M
Battery Global Advisors, LLC 10.57% Add +31430.4% 365,122 $22.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +4.3% 50,193 $22.3M
Jones Financial Companies LLLP 0.01% Add +27.3% 48,339 $21.5M
Truist Financial Corp. 0.03% Reduce -12.2% 48,275 $21.5M
Steffes Financial, Ltd. 10.99% — 47,352 $21.1M
Quantinno Capital Management LP 0.04% Reduce -1.1% 45,807 $20.4M
Composition Wealth, LLC 0.29% Reduce -2.1% 45,722 $20.3M
ArchPoint Investors 4.79% No change 45,415 $20.2M
Curry Webb Wealth Management LLC 9.60% — 43,531 $19.4M
RFG Holdings, Inc. 4.60% Add +1.3% 41,284 $18.4M
Larson Financial Group LLC 0.61% Reduce -0.6% 41,271 $18.3M
Stordahl Capital Management, Inc. 3.69% Reduce -0.7% 40,296 $17.9M
MML Investors Services, LLC 0.04% Add +24.1% 39,651 $17.6M
Keystone Financial Services, LLC 11.98% Reduce -0.8% 39,563 $17.6M
Park Avenue Securities LLC 0.15% Add +4.3% 39,547 $17.6M
Cerro Pacific Wealth Advisors LLC 4.54% Add +7.0% 37,859 $16.8M
Entrust Financial LLC 12.20% — 36,933 $16.4M
Graves Light Lenhart Wealth, Inc. 1.64% Add +2.4% 34,752 $15.5M
Rockefeller Capital Management L.P. 0.03% Add +85.5% 33,635 $15.0M
Wealth Enhancement Advisory Services, LLC 0.02% Add +4.4% 32,598 $14.6M
Conning Inc. 0.50% Add +6.8% 32,065 $14.3M
Prudential Financial Inc. 0.02% No change 31,610 $14.2M
Fifth Third Securities, Inc. 0.90% Reduce -1.1% 30,810 $13.7M
Gotham Asset Management 0.05% Add +1.7% 30,422 $13.5M
US Bancorp \de 0.02% Add +38.5% 29,244 $13.0M
Relyea Zuckerberg Hanson LLC 1.31% Add +0.2% 29,238 $13.0M
Betterment LLC 0.02% Reduce -0.8% 29,073 $12.9M
J.W. Cole Advisors, Inc. 0.31% Add +0.5% 28,450 $12.6M
Stifel Financial Corp. 0.01% Add +6.9% 27,269 $12.1M
Caprock Group, LLC 0.25% Add +0.0% 26,989 $12.0M
AQR Capital Management 0.01% Add +23.4% 26,630 $11.8M
Summit Financial, LLC 0.17% Reduce -3.9% 26,357 $11.7M
Citizens Financial Group Inc. 0.15% Reduce -2.1% 25,553 $11.4M
FMR LLC 0.00% Add +9.5% 24,110 $10.8M
Creative Planning 0.01% Add +15.4% 23,312 $10.4M
Mutual Advisors, LLC 0.22% Add +4.4% 22,664 $10.1M
Strategies Wealth Advisors, LLC 0.98% Reduce -0.2% 22,065 $9.8M
Magnus Financial Group LLC 0.75% Reduce -0.3% 21,933 $9.8M
Compass Capital Corp. /Ma/ 3.60% Add +2.0% 21,264 $9.4M
Savant Capital, LLC 0.05% Reduce -1.3% 20,695 $9.2M
Cozad Asset Management Inc. 0.70% Add +2.2% 20,335 $9.0M
AA Financial Advisors, LLC 1.67% Reduce -4.6% 20,272 $9.0M
Cooper Financial Group 0.94% Reduce -0.2% 19,783 $8.8M
NewEdge Advisors, LLC 0.03% Reduce -2.9% 17,777 $7.9M
Brookstone Capital Management 0.09% Add +7.8% 17,572 $7.8M
Keybank National Association 0.03% Add +46.4% 17,243 $7.7M
Sanctuary Advisors, LLC 0.04% Reduce -2.5% 16,672 $7.4M
Keystone Financial Group 0.55% Add +10.6% 16,629 $7.4M
OneDigital Investment Advisors LLC 0.07% Reduce -5.1% 15,128 $6.7M
Thrivent Financial for Lutherans 0.01% Add +161.2% 14,629 $6.5M
Mosaic Family Wealth Partners, LLC 0.71% Reduce -2.3% 14,613 $6.5M
Invictus Private Wealth, LLC 0.39% No change 14,521 $6.5M
GM Advisory Group, LLC 0.24% Add +0.2% 14,066 $6.3M
Northern Trust Corp. 0.00% Add +13.6% 13,654 $6.1M
Signet Financial Management, LLC 0.68% Reduce -0.2% 13,611 $6.1M
Mgo One Seven LLC 0.12% Add +21.3% 13,508 $6.0M
Sigma Planning Corp 0.16% Add +7.7% 13,412 $6.0M
&partners 0.03% Add +23.9% 13,005 $5.8M
Gross & Hartman Investments LLC 3.28% — 12,932 $5.7M
Comerica Bank 0.02% Add +0.4% 12,907 $5.7M
Absolute Capital Management, LLC 2.08% Reduce -1.1% 12,864 $5.7M
Susquehanna International Group, LLP 0.01% New 12,486 $5.6M
Northstar Financial Companies, Inc. 4.11% Reduce -2.9% 11,619 $5.2M
Encompass Wealth Advisors, LLC 1.74% Add +7.0% 11,518 $5.1M
Independent Financial Group, LLC 0.11% Add +26.2% 11,059 $4.9M
Mesirow Financial Investment Management, Inc. 0.10% Reduce -4.1% 10,704 $4.8M
Anson Capital, Inc. 3.41% Reduce -9.8% 10,534 $4.7M
R. W. Roge & Company, Inc. 2.23% Reduce -0.5% 10,140 $4.5M
Flagship Wealth Advisors, LLC 1.30% Reduce -0.3% 10,066 $4.5M
GTS Securities LLC 0.15% New 10,054 $4.5M
Cwm, LLC 0.01% Add +67.3% 10,027 $4.5M
Valmark Advisers, Inc. 0.05% Reduce -2.1% 9,649 $4.3M
Integrity Alliance, Llc. 0.16% Add +0.4% 9,630 $4.3M
Zhang Financial LLC 0.16% Add +17.9% 9,573 $4.3M
Beacon Pointe Advisors, LLC 0.03% Add +1.6% 9,534 $4.2M
Royal Fund Management, LLC 0.38% Add +10.0% 9,291 $4.1M
Wealthfront Advisers LLC 0.01% Add +61.2% 9,248 $4.1M
Lazard Asset Management LLC 0.01% Reduce -4.8% 9,228 $4.1M
Verum Partners LLC 0.82% Reduce -3.5% 9,162 $4.1M
Great Valley Advisor Group, Inc. 0.08% Add +25.4% 8,948 $4.0M
Asset Management Group, Inc. 0.63% Reduce -1.6% 8,829 $3.9M
Oxford Wealth Group, LLC 1.88% — 8,710 $3.9M
Dorsey & Whitney Trust CO LLC 0.20% Reduce -0.3% 8,628 $3.8M
Atria Investments, Inc 0.04% Add +6.7% 8,333 $3.7M
Wealthspire Advisors, LLC 0.03% Reduce -49.9% 8,226 $3.7M
Focused Wealth Management, Inc 0.38% Add +9.6% 8,054 $3.6M
First Bancorp, Inc 1.90% No change 8,019 $3.6M
Continuum Advisory, LLC 0.36% No change 8,000 $3.6M
Cresset Asset Management, LLC 0.01% Add +55.2% 7,953 $3.5M
Robertson Stephens Wealth Management, LLC 0.10% New 7,884 $3.5M
Vanguard Group Inc. 0.00% Add +14.0% 7,880 $3.5M
Philadelphia Trust Co. 0.24% No change 7,842 $3.5M
Apollon Wealth Management, LLC 0.06% Add +0.2% 7,489 $3.3M
Diversified Portfolios, Inc. 0.27% Reduce -5.7% 7,352 $3.3M
Commons Capital, LLC 2.26% New 7,239 $3.2M
Gladstone Institutional Advisory LLC 0.12% Reduce -1.3% 7,103 $3.2M
CoreCap Advisors, LLC 0.11% Add +1.8% 7,101 $3.2M
Moneta Group Investment Advisors LLC 0.02% Reduce -2.8% 6,868 $3.1M
Virtue Capital Management, LLC 0.47% Reduce -82.8% 6,824 $3.0M
Cadence Bank 0.18% Add +20.9% 6,749 $3.0M
D.A. Davidson & Co. 0.02% No change 6,734 $3.0M
Garde Capital, Inc. 0.18% Add +47.6% 6,677 $3.0M
Mercer Global Advisors Inc. 0.00% Reduce -8.0% 6,352 $2.8M
Tompkins Financial Corp. 0.22% Reduce -1.1% 6,300 $2.8M
Concurrent Investment Advisors, LLC 0.03% Add +50.9% 6,156 $2.7M
Sequoia Financial Advisors, LLC 0.02% Reduce -0.5% 6,095 $2.7M
Prospera Financial Services Inc 0.04% Reduce -0.1% 6,033 $2.7M
Sherman Wealth Management LLC 2.31% — 5,974 $2.7M
O'shaughnessy Asset Management, LLC 0.01% Add +4.0% 5,938 $2.6M
UMB Bank, n.a. 0.03% New 5,814 $2.6M
Tudor Investment Corporation 0.01% Add +108.8% 5,766 $2.6M
Diversify Advisory Services, LLC 0.08% Add +2.1% 5,735 $2.6M
Baird Financial Group, Inc. 0.00% Reduce -0.8% 5,701 $2.5M
1900 Wealth Management LLC 0.16% Reduce -4.8% 5,586 $2.5M
Ayalon Insurance Comp Ltd. 0.60% No change 5,531 $2.5M
Midwest Financial Network, LLC 1.87% Reduce -4.0% 5,454 $2.4M
Orion Porfolio Solutions, LLC 0.02% Reduce -0.5% 5,370 $2.4M
Evoke Wealth, LLC 0.04% No change 5,243 $2.3M
Captrust Financial Advisors 0.00% Reduce -9.6% 5,210 $2.3M
Windward Private Wealth Management Inc. 0.80% Reduce -11.3% 5,199 $2.3M
Peapack Gladstone Financial Corp. 0.03% Reduce -2.6% 5,198 $2.3M
Whittier Trust Co. 0.02% No change 5,034 $2.3M
Cove Private Wealth, LLC 0.68% Add +4.8% 5,070 $2.3M
Sierra Capital LLC 0.24% Add +0.5% 5,048 $2.2M
Liberty Square Wealth Partners LLC 0.64% Add +0.6% 5,046 $2.2M
Iams Wealth Management, LLC 0.79% Add +124.2% 4,904 $2.2M
EverSource Wealth Advisors, LLC 0.08% Add +27.2% 4,881 $2.2M
Sound View Wealth Advisors Group, LLC 0.14% Add +5.0% 4,825 $2.1M
Significant Wealth Partners LLC 2.36% Add +17.6% 4,764 $2.1M
Farther Finance Advisors, LLC 0.02% Add +7.3% 4,652 $2.1M
Retirement Planning Group, LLC 0.07% Add +4.0% 4,612 $2.1M
GEN Financial Management, INC. 1.28% Reduce -0.8% 4,576 $2.0M
Essex Bank 0.44% Reduce -0.5% 4,548 $2.0M
AE Wealth Management LLC 0.01% Add +6.0% 4,517 $2.0M
PNC Financial Services Group, Inc. 0.00% Add +14.8% 4,493 $2.0M
Citigroup Inc. 0.00% Reduce -4.3% 4,467 $2.0M
Bawa N Mallick Trust 0.73% Add +0.1% 4,424 $2.0M
Turtle Creek Wealth Advisors, LLC 0.14% Add +35.5% 4,093 $1.8M
Simon Quick Advisors, LLC 0.08% No change 4,084 $1.8M
Balanced Wealth Group LLC 0.66% Reduce -0.3% 4,111 $1.8M
Austin Wealth Management, LLC 0.26% Reduce -0.2% 4,019 $1.8M
Websterrogers Financial Advisors, LLC 0.52% Add +0.0% 4,023 $1.8M
Simplicity Wealth,LLC 0.11% Reduce -40.2% 3,971 $1.8M
Entrewealth, LLC 0.79% Reduce -0.2% 4,019 $1.8M
Rwa Wealth Partners, LLC 0.02% No change 3,938 $1.8M
Axis Wealth Partners, LLC 0.97% Reduce -0.5% 3,936 $1.8M
Kingswood Wealth Advisors, LLC 0.08% Add +13.7% 3,914 $1.7M
World Investment Advisors 0.03% Add +497.1% 3,899 $1.7M
MAI Capital Management 0.01% Reduce -0.5% 3,893 $1.7M
B.O.S.S. Retirement Advisors, LLC 0.54% Reduce -25.8% 3,836 $1.7M
Pinnacle Associates Ltd. 0.02% Add +0.1% 3,832 $1.7M
High Note Wealth, LLC 0.33% No change 3,785 $1.7M
Safe Harbor Family Capital, LLC 1.45% — 3,699 $1.6M
Advisory Services Network, LLC 0.02% Add +5.6% 3,614 $1.6M
HFG Advisors, Inc. 1.16% No change 3,587 $1.6M
Blair William & Co. 0.00% Add +13.6% 3,515 $1.6M
KWB Wealth 0.15% Reduce -0.6% 3,503 $1.6M
Envestnet Portfolio Solutions, Inc. 0.01% Add +1.0% 3,459 $1.5M
Grantvest Financial Group LLC 0.98% Add +6.5% 3,434 $1.5M
RPS Advisory Solutions LLC 0.72% Reduce -0.6% 3,432 $1.5M
Modera Wealth Management, LLC 0.02% Add +6.6% 3,421 $1.5M
Centaurus Financial, Inc. 0.07% Reduce -10.1% 3,384 $1.5M
Modern Wealth Management, LLC 0.03% Reduce -0.7% 3,281 $1.5M
Pinnacle Bancorp, Inc. 0.43% No change 3,262 $1.5M
Americana Partners, LLC 0.04% No change 3,251 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.10% No change 3,150 $1.4M
Seamount Financial Group Inc. 0.63% No change 3,100 $1.4M
One Capital Management, LLC 0.04% Reduce -1.0% 3,085 $1.4M
Compass Financial Group, INC 0.20% No change 3,079 $1.4M
Summit Asset Management, LLC 0.19% No change 3,029 $1.3M
JFS Wealth Advisors, LLC 0.08% No change 3,028 $1.3M
Penobscot Investment Management Company, Inc. 0.10% Reduce -4.1% 2,990 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -70.0% 2,948 $1.3M
Triton Wealth Management, PLLC 0.49% Add +19.7% 2,946 $1.3M
MSH Capital Advisors LLC 0.28% New 2,910 $1.3M
Armor Investment Advisors, LLC 0.48% Reduce -76.8% 2,907 $1.3M
Investment Insight Wealth Management, LLC 1.27% — 2,906 $1.3M
Compound Planning, Inc. 0.04% Add +6.1% 2,902 $1.3M
Cornerstone Wealth Management, LLC 0.07% No change 2,901 $1.3M
Nicolet Bankshares Inc. 0.20% No change 2,841 $1.3M
Financial Engines Advisors L.L.C. 0.00% Reduce -11.9% 2,808 $1.2M
Investment Advisory Group, LLC 0.32% Reduce -0.2% 2,793 $1.2M
Apollon Financial, LLC 0.18% Reduce -0.1% 2,779 $1.2M
Foundations Investment Advisors, LLC 0.02% Add +12.7% 2,761 $1.2M
SBI Securities Co., Ltd. 0.03% Add +3.8% 2,748 $1.2M
Ameritas Advisory Services, LLC 0.05% Add +25.6% 2,746 $1.2M
Private Trust Co. NA 0.11% Reduce -1.4% 2,746 $1.2M
Florida Financial Advisors, LLC 0.33% Reduce -10.1% 2,737 $1.2M
Allworth Financial LP 0.00% Reduce -1.1% 2,706 $1.2M
Gutierrez Wealth Advisory, LLC 0.75% Add +0.1% 2,697 $1.2M
Mission Wealth Management, LP 0.02% New 2,687 $1.2M
Hiley Hunt Wealth Management 0.53% Reduce -2.7% 2,663 $1.2M
Pathstone Holdings, LLC 0.00% Add +4.0% 2,627 $1.2M
Belpointe Asset Management LLC 0.04% Reduce -21.8% 2,585 $1.1M
Coldstream Capital Management Inc. 0.01% New 2,553 $1.1M
AmeriServ Wealth Advisors 0.66% Reduce -10.8% 2,541 $1.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 2,530 $1.1M
IFP Advisors, Inc 0.02% Add +25.3% 2,488 $1.1M
Wealthcare Advisory Partners LLC 0.02% No change 2,484 $1.1M
Parsons Capital Management Inc. 0.06% Add +25.8% 2,475 $1.1M
Insight Advisors, LLC/ PA 0.17% Reduce -8.3% 2,467 $1.1M
Vise Technologies, Inc. 0.02% Add +83.0% 2,405 $1.1M
Cherrydale Wealth Management, LLC 0.32% Add +0.2% 2,389 $1.1M
Bank of New York Mellon Corp 0.00% Reduce -11.2% 2,384 $1.1M
Ieq Capital, LLC 0.00% Add +4.3% 2,272 $1.0M
CWS Financial Advisors, LLC 0.27% Add +1.6% 2,270 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -40.5% 2,259 $1.0M
Sax Wealth Advisors, LLC 0.05% Reduce -2.0% 2,241 $996K
EP Wealth Advisors, LLC 0.01% — 2,240 $996K
Ignite Planners, LLC 0.15% Reduce -2.3% 2,227 $995K
Kestra Private Wealth Services, LLC 0.01% Add +16.1% 2,202 $979K
Bank of New Hampshire 0.22% Reduce -19.6% 2,193 $975K
Northern Lights Advisors, Inc. 0.67% — 2,191 $974K
Elite Financial, Inc. 0.44% No change 2,185 $971K
PFG Advisors 0.05% Reduce -7.9% 2,170 $965K
Cary Street Partners Financial LLC 0.02% Add +61.8% 2,090 $929K
Silver Oak Securities, Incorporated 0.06% Reduce -48.4% 2,037 $912K
Carnegie Investment Counsel 0.02% Add +0.6% 2,051 $912K
McGuire Capital Advisors Inc. 0.58% — 2,042 $908K
Focus Partners Advisor Solutions, LLC 0.01% Add +191.8% 2,037 $906K
Empower Advisory Group, LLC 0.00% Add +62.4% 2,036 $905K
Lansing Street Advisors 0.23% Add +0.1% 2,035 $905K
United Advisor Group, LLC 0.12% Add +0.9% 2,018 $897K
Archer Investment Corp 0.20% No change 2,004 $891K
Main Street Financial Solutions, LLC 0.07% Add +1.5% 1,993 $886K
Laurel Wealth Planning LLC 0.49% Reduce -5.5% 1,985 $883K
J. Derek Lewis & Associates Inc. 0.21% — 1,977 $879K
Coastline Complete Wealth LLC 0.55% — 1,967 $875K
Monograph Wealth Advisors, LLC 0.09% No change 1,955 $869K
Pinnacle Financial Partners, Inc. 0.01% — 1,949 $867K
Blackston Financial Advisory Group, LLC 0.53% Reduce -5.4% 1,940 $863K
Johnson Investment Counsel Inc. 0.01% Reduce -12.6% 1,921 $854K
MidFirst Bank 0.07% — 1,907 $848K
Gateway Wealth Partners, LLC 0.09% Add +6.6% 1,870 $831K
Commerce Bank 0.00% No change 1,867 $830K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -1.9% 1,856 $825K
PFG Investments, LLC 0.04% Reduce -2.6% 1,830 $813K
One Day In July LLC 0.07% Add +1.1% 1,822 $810K
Activest Wealth Management 0.15% Add +179900.0% 1,800 $800K
Accredited Investors Inc. 0.04% Add +0.1% 1,789 $795K
Independent Advisor Alliance 0.02% Add +0.5% 1,778 $790K
Daymark Wealth Partners, LLC 0.03% Reduce -1.9% 1,773 $788K
CreativeOne Wealth, LLC 0.02% Add +37.0% 1,756 $781K
Hobart Private Capital, LLC 0.15% No change 1,717 $763K
Wealthquest Corp 0.06% New 1,712 $761K
OneAscent Financial Services LLC 0.07% Add +32.0% 1,701 $756K
Birchcreek Wealth Management, LLC 0.37% No change 1,692 $752K
Greenleaf Trust 0.01% No change 1,675 $745K
Fortis Capital Advisors, LLC 0.11% Reduce -10.9% 1,673 $744K
HighPoint Advisor Group LLC 0.02% New 1,666 $741K
CapWealth Advisors, LLC 0.06% No change 1,663 $739K
IHT Wealth Management, LLC 0.02% Reduce -7.9% 1,646 $732K
Fisher Asset Management 0.00% Add +22.2% 1,639 $729K
Benjamin Edwards Inc. 0.01% No change 1,639 $729K
Cassaday & Co Wealth Management LLC 0.02% Reduce -22.4% 1,639 $728K
Security Financial Services, INC. 0.11% Reduce -0.9% 1,613 $717K
Arkadios Wealth Advisors 0.01% Add +10.6% 1,593 $708K
Fairscale Capital, LLC 0.46% Add +3.1% 1,572 $699K
Calton & Associates, Inc. 0.10% Add +15.2% 1,566 $696K
Sterling Investment Counsel, LLC 0.20% No change 1,536 $683K
Holderness Investments Co. 0.14% Add +9.5% 1,533 $682K
WealthCare Investment Partners, LLC 0.20% Add +0.1% 1,519 $676K
Maia Wealth LLC 0.11% Reduce -22.1% 1,545 $666K
Ritholtz Wealth Management 0.01% Add +8.2% 1,495 $665K
Childress Capital Advisors, LLC 0.11% No change 1,484 $660K
ABLE Financial Group, LLC 0.13% Add +4.5% 1,480 $658K
Bank of Montreal 0.00% Reduce -2.6% 1,459 $649K
Fort Sheridan Advisors LLC 0.08% Add +3.6% 1,444 $642K
Csenge Advisory Group 0.03% Add +12.8% 1,442 $641K
Pacific Point Advisors, LLC 0.34% No change 1,435 $638K
GPS Wealth Strategies Group, LLC 0.54% Reduce -36.5% 1,434 $638K
Arkos Global Advisors 0.08% No change 1,427 $634K
Rodgers & Associates, LTD 0.06% Reduce -1.3% 1,424 $633K
Tradewinds, LLC. 0.15% Add +1.5% 1,423 $633K
Lido Advisors, LLC 0.00% Reduce -0.1% 1,434 $625K
Fifth Third Wealth Advisors LLC 0.02% No change 1,406 $625K
MWA Asset Management 0.34% Reduce -4.4% 1,376 $612K
Hilton Head Capital Partners, LLC 0.36% — 1,376 $612K
Soltis Investment Advisors LLC 0.04% New 1,366 $607K
Trustmark Bank Trust Department 0.04% No change 1,356 $603K
Tiaa Trust, National Association 0.00% Reduce -0.7% 1,348 $599K
Stratos Wealth Partners, LTD. 0.01% Add +0.7% 1,325 $589K
Venturi Wealth Management, LLC 0.03% Reduce -10.9% 1,324 $589K
James J. Burns & Company, LLC 0.08% Add +0.1% 1,322 $588K
Southland Equity Partners LLC 0.12% Add +6.5% 1,319 $586K
Mather Group, Llc. 0.01% Add +12.5% 1,308 $581K
Cardiff Park Advisors, LLC 0.05% Add +84.3% 1,303 $579K
W1M Asset Management Ltd 0.01% New 1,295 $576K
Guidance Point Advisors, LLC 0.14% Add +7.2% 1,289 $574K
Saxony Capital Management, LLC 0.35% Add +25.1% 1,287 $572K
Level Four Advisory Services, LLC 0.02% Add +0.1% 1,272 $566K
Parallel Advisors, LLC 0.01% Add +6.4% 1,268 $564K
Black Diamond Financial, LLC 0.06% No change 1,263 $562K
Invesco Ltd. 0.00% No change 1,258 $559K
Fifth Third Bancorp 0.00% Reduce -0.8% 1,252 $557K
Gemmer Asset Management LLC 0.04% Add +2.4% 1,240 $551K
Advisors Capital Management, LLC 0.01% Add +4.2% 1,239 $551K
Clark Capital Management Group, Inc. 0.00% New 1,206 $536K
Global Retirement Partners, LLC 0.01% Reduce -13.3% 1,203 $535K
BOK Financial Private Wealth, Inc. 0.03% Reduce -5.6% 1,200 $534K
Aspiriant, LLC 0.02% Add +8.4% 1,198 $533K
IFG Advisors, LLC 0.09% No change 1,195 $531K
CDKV Holdings LLC 0.44% — 1,195 $531K
Clean Yield Group 0.15% Add +475.9% 1,192 $530K
Assetmark, Inc. 0.00% Add +52.8% 1,190 $529K
Bluesphere Advisors LLC 0.23% Reduce -19.9% 1,184 $526K
Franklin Resources Inc. 0.00% No change 1,169 $520K
Glenmede Trust Co. NA 0.00% — 1,153 $513K
Aspire Growth Partners LLC 0.36% Reduce -4.2% 1,149 $511K
Waters Parkerson & Co., LLC 0.02% New 1,141 $507K
Ring Mountain Capital, LLC 0.26% No change 1,124 $502K
Brown Brothers Harriman & Co. 0.00% Add +55.1% 1,126 $501K
Stephens Inc. 0.01% No change 1,119 $497K
Haverford Trust Co 0.00% New 1,110 $493K
Brookwood Investment Group LLC 0.06% Reduce -31.2% 1,107 $492K
Creative Financial Designs Inc. 0.03% No change 1,106 $492K
Ferguson Wellman Capital Management, Inc. 0.01% New 1,103 $490K
626 Financial, LLC 0.21% Reduce -0.8% 1,097 $488K
Fragasso Financial Advisors Inc 0.03% Add +0.1% 1,091 $485K
Regions Financial Corp. 0.00% Add +1.7% 1,080 $480K
Triad Wealth Partners, LLC 0.05% New 1,077 $479K
Koshinski Asset Management, Inc. 0.03% Add +0.1% 1,066 $474K
Root Financial Partners, LLC 0.02% Add +30.6% 1,062 $472K
Manhattan West Asset Management, LLC 0.10% Reduce -1.1% 1,061 $472K
Snowden Capital Advisors LLC 0.01% Add +67.5% 1,060 $472K
Western Wealth Management, LLC 0.02% Reduce -4.4% 1,060 $471K
Cowa, LLC 0.14% Add +8.9% 1,068 $471K
W Advisors, LLC 0.24% Add +2.9% 1,057 $470K
Evergreen Capital Management LLC 0.01% No change 1,057 $470K
Vigil Wealth Management, LLC 0.39% — 1,055 $469K
Smith Salley Wealth Management 0.02% No change 1,050 $467K
Old National Bancorp 0.01% No change 1,049 $466K
Bragg Financial Advisors, Inc 0.02% No change 1,048 $466K
DB Fitzpatrick & Co, Inc 0.41% Add +32.5% 1,048 $466K
Walker Asset Management, LLC 0.25% Add +5.8% 1,047 $465K
Russell Investments Group, Ltd. 0.00% Add +4.3% 1,045 $465K
Aptus Capital Advisors, LLC 0.00% Add +6.1% 1,045 $465K
Squire Investment Management Company, LLC 0.14% Reduce -11.6% 1,040 $462K
Pasadena Private Wealth, LLC 0.06% No change 1,025 $456K
StoneX Group Inc. 0.02% Reduce -9.9% 1,024 $455K
Harbour Investments, Inc. 0.01% Reduce -9.1% 1,021 $454K
Legacy Edge Advisors, LLC 0.05% Reduce -6.0% 1,019 $453K
CIBC Private Wealth Group LLC 0.00% Add +70.0% 1,008 $448K
Brown Advisory Inc. 0.00% Add +26.9% 1,006 $447K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -0.1% 986 $438K
Sapient Capital LLC 0.01% No change 975 $437K
United Capital Financial Advisors, LLC 0.00% Add +5.7% 982 $436K
Nicolet Advisory Services, LLC 0.03% Add +4.9% 965 $435K
Kingsview Wealth Management, LLC 0.01% New 976 $434K
Swisher Financial Concepts, Inc. 0.25% New 974 $433K
Burton Enright Welch 0.06% No change 966 $429K
Founders Grove Wealth Partners, LLC 0.10% No change 950 $422K
Mill Creek Capital Advisors, LLC 0.01% No change 949 $422K
Waverly Advisors, LLC 0.00% Add +8.3% 945 $420K
Net Worth Advisory Group 0.08% Reduce -26.6% 929 $413K
Regal Investment Advisors LLC 0.02% Reduce -0.2% 928 $413K
Canandaigua National Bank & Trust Co. 0.04% Add +0.2% 925 $411K
Westwind Capital 0.08% New 918 $408K
Geneos Wealth Management Inc. 0.01% Add +7.5% 912 $405K
GW Henssler & Associates Ltd. 0.02% No change 900 $400K
Indivisible Partners 0.04% — 900 $400K
Vident Advisory, LLC 0.00% Reduce -0.7% 895 $398K
Tucker Asset Management LLC 0.12% Add +2.5% 894 $398K
Cape Investment Advisory, Inc. 0.12% Add +533.3% 893 $397K
Advisory Alpha, LLC 0.01% Add +17.0% 889 $395K
Quotient Wealth Partners, LLC 0.01% Reduce -9.9% 887 $394K
Signature Estate & Investment Advisors LLC 0.01% Add +2.4% 872 $388K
Naviter Wealth, LLC 0.05% Reduce -22.1% 853 $379K
HB Wealth Management, LLC 0.00% Add +36.0% 853 $379K
BlackRock, Inc. 0.00% Add +154.7% 848 $377K
Atomic Invest LLC 0.21% — 842 $377K
NRI Wealth Management LC 0.19% Reduce -0.8% 848 $377K
Bokf, NA 0.01% Add +13.4% 847 $377K
Roberts Wealth Advisors, LLC 0.10% Reduce -6.4% 847 $376K
Apeiron RIA LLC 0.08% Add +2.2% 836 $375K
Insight 2811, Inc. 0.17% Add +0.6% 843 $375K
Simplex Trading, LLC 0.01% New 822 $365K
Silicon Valley Capital Partners 0.03% Add +0.1% 814 $362K
Valued Retirements, Inc. 0.35% No change 811 $361K
WealthBridge Capital Management, LLC 0.08% Reduce -0.7% 806 $358K
HSBC Holdings PLC 0.00% No change 800 $356K
Northeast Financial Group, Inc. 0.09% Reduce -2.3% 798 $355K
Calamos Advisors LLC 0.00% Reduce -8.6% 798 $355K
McAdam, LLC 0.02% Reduce -12.5% 797 $354K
SageView Advisory Group, LLC 0.01% Reduce -6.6% 795 $353K
Maridea Wealth Management LLC 0.05% Reduce -6.6% 791 $352K
Terra Nova Asset Management LLC 0.23% Add +33.9% 790 $351K
Howard Bailey Securities, LLC 0.14% Add +6.4% 782 $348K
Dakota Wealth Management 0.01% New 780 $347K
Kohmann Bosshard Financial Services, LLC 0.03% No change 763 $339K
Jaffetilchin Investment Partners, LLC 0.02% Reduce -7.6% 762 $339K
Florida Trust Wealth Management Co 0.01% Reduce -3.2% 757 $337K
Reynders McVeigh Capital Management, LLC 0.02% No change 756 $336K
Focus Financial Network, Inc. 0.01% Add +62.6% 753 $335K
NewEdge Wealth, LLC 0.00% Add +35.9% 750 $333K
Cooper/Haims Advisors, LLC 0.15% Reduce -1.8% 748 $332K
National Wealth Management Group, LLC 0.11% New 745 $331K
New England Private Wealth Advisors LLC 0.04% Reduce -15.4% 745 $331K
Ashton Thomas Private Wealth, LLC 0.01% Add +0.9% 741 $329K
Revisor Wealth Management LLC 0.09% No change 738 $328K
Richwood Investment Advisors, LLC 0.23% No change 746 $326K
Ameriflex Group, Inc. 0.17% Reduce -46.3% 732 $325K
Roundview Capital LLC 0.02% No change 728 $324K
ForthRight Wealth Management, LLC 0.09% Reduce -7.0% 727 $323K
Chancellor Financial Group WB LP 0.22% No change 725 $322K
Wealthspire Retirement, LLC 0.02% Add +0.1% 725 $322K
Evelyn Partners Asset Management Ltd 0.08% No change 720 $320K
Evergreen Wealth Partners LLC 0.27% — 720 $320K
Cloud Capital Management, LLC 0.15% Reduce -20.0% 709 $315K
Flagstar Securities, Inc. 0.11% No change 708 $315K
Clearstead Advisors, LLC 0.00% No change 707 $315K
Clear Harbor Asset Management, LLC 0.02% New 700 $311K
Chicago Partners Investment Group LLC 0.01% No change 698 $311K
Vigilare Wealth Management 0.10% New 699 $311K
Willner & Heller, LLC 0.22% Add +0.1% 699 $311K
Pacific Center for Financial Services 0.08% No change 708 $308K
TruWealth Advisors, LLC 0.01% No change 690 $307K
Physician Wealth Advisors, Inc. 0.04% New 687 $305K
Performance Wealth Partners, LLC 0.01% No change 686 $305K
Aegis Wealth Management, Inc. 0.24% — 685 $305K
Griffin Asset Management, Inc. 0.03% No change 685 $305K
My Personal CFO, LLC 0.13% New 674 $300K
Sepio Capital, LP 0.02% Reduce -14.7% 672 $299K
Parr McKnight Wealth Management Group, LLC 0.04% No change 672 $299K
First Heartland Consultants, Inc. 0.02% No change 671 $298K
Pacific Asset Management, LLC 0.18% Add +0.1% 667 $297K
Kelly Lawrence W & Associates Inc. 0.07% No change 665 $296K
Smith & Howard Wealth Management, LLC 0.07% New 663 $295K
Members Trust Co 0.01% No change 661 $294K
LifeGoal Investments, LLC 0.20% Reduce -4.1% 659 $293K
Capital Analysts, LLC 0.01% Add +468.7% 654 $291K
Carmel Capital Partners, LLC 0.10% New 651 $289K
Thoroughbred Financial Services, LLC 0.02% Reduce -4.0% 649 $288K
waypoint wealth counsel 0.11% Reduce -1.4% 644 $287K
New Perspectives, Inc 0.10% New 640 $284K
SteelPeak Wealth, LLC 0.01% New 638 $284K
Zacks Investment Management 0.00% Reduce -5.8% 635 $282K
SevenBridge Financial Group, LLC 0.05% No change 629 $282K
Clarity Wealth Advisors, LLC 0.06% Reduce -5.1% 632 $281K
Financial Alternatives, Inc 0.16% Add +0.3% 622 $277K
LongView Wealth Management 0.07% No change 608 $274K
Market Street Wealth Management Advisors LLC 0.04% Reduce -5.5% 617 $274K
Accretive Wealth Partners, LLC 0.08% No change 612 $272K
Savvy Advisors, Inc. 0.01% Reduce -18.0% 611 $272K
Beaumont Financial Advisors, LLC 0.02% No change 611 $272K
Hurlow Wealth Management Group, Inc. 0.07% Add +20.5% 606 $269K
Curran Financial Partners, LLC 0.05% New 604 $269K
Dopkins Wealth Management, LLC 0.11% Reduce -2.4% 601 $267K
Dunhill Financial, LLC 0.08% No change 595 $265K
Eddie Patel Inc 0.20% — 595 $264K
Bison Wealth, LLC 0.03% New 641 $264K
Nwam LLC 0.01% Add +0.2% 586 $263K
Bernardo Wealth Planning LLC 0.05% No change 588 $261K
Retirement Solution LLC 0.06% No change 587 $261K
Vestor Capital, LLC 0.02% Reduce -67.5% 190 $260K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -46.3% 584 $260K
Clifford Swan Investment Counsel LLC 0.01% No change 584 $260K
Smartleaf Asset Management LLC 0.01% No change 575 $257K
Crumly & Associates Inc. 0.05% No change 578 $257K
Scotia Capital Inc. 0.00% Add +6.5% 575 $256K
Shelter Rock Management, LLC 0.26% — 574 $255K
ARS Wealth Advisors Group, LLC 0.02% No change 571 $254K
Channel Wealth LLC 0.06% Reduce -0.2% 568 $253K
Sagespring Wealth Partners, LLC 0.00% Reduce -25.2% 565 $251K
TBH Global Asset Management, LLC 0.04% New 564 $251K
Innovative Wealth Building LLC 0.18% Reduce -26.1% 560 $249K
Delta Investment Management, LLC 0.04% Reduce -9.7% 560 $249K
CENTRAL TRUST Co 0.00% No change 551 $245K
North Star Asset Management Inc. 0.01% No change 548 $244K
Pacific Sun Financial Corp 0.12% No change 545 $242K
Principal Securities, Inc. 0.00% Reduce -6.2% 544 $242K
Walser Wealth Management Company, A Ltd Liability Co 0.13% — 542 $241K
Coquina Private Wealth LLC 0.19% — 531 $236K
U.S. Capital Wealth Advisors, LLC 0.01% New 531 $236K
Ballentine Partners, LLC 0.00% New 525 $233K
Concord Wealth Partners 0.03% Add +3.4% 522 $232K
Veracity Capital LLC 0.07% Reduce -5.5% 518 $230K
Chapin Davis, Inc. 0.05% No change 509 $226K
Linscomb Wealth, Inc. 0.01% No change 508 $226K
NorthRock Partners, LLC 0.00% Add +6.5% 507 $226K
AMG National Trust Bank 0.01% No change 505 $225K
Werba Rubin Papier Wealth Management 0.06% New 503 $224K
Valtinson Bruner Financial Planning LLC 0.06% Reduce -5.6% 502 $223K
Occidental Asset Management, LLC 0.03% Add +0.2% 502 $223K
Beacon Capital Management, LLC 0.03% New 502 $223K
Cordoba Advisory Partners LLC 0.06% — 501 $223K
LBMC Investment Advisors, LLC 0.01% Add +0.2% 501 $223K
BHK Investment Advisors, LLC 0.07% No change 500 $222K
Baker Ellis Asset Management LLC 0.03% No change 500 $222K
Atlantic Union Bankshares Corp 0.00% Add +0.6% 498 $221K
Robinswood Financial LLC 0.07% No change 498 $221K
Alliancebernstein L.P. 0.00% No change 496 $221K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Reduce -39.8% 495 $220K
Ausdal Financial Partners, Inc. 0.01% Add +7.2% 493 $219K
Foguth Wealth Management, LLC. 0.03% — 490 $218K
MCF Advisors LLC 0.01% Add +168.5% 486 $216K
Great Point Wealth Advisors, LLC 0.04% No change 485 $216K
Octavia Wealth Advisors, LLC 0.02% New 483 $215K
JGP Wealth Management, LLC 0.02% No change 483 $215K
Evermay Wealth Management LLC 0.02% No change 480 $213K
Marshall Financial Group, LLC 0.04% New 479 $213K
Beacon Financial Advisory LLC 0.05% Reduce -0.6% 475 $211K
Lauterbach Financial Advisors, LLC 0.10% No change 475 $211K
Chapman Financial Group, LLC 0.14% Add +465.5% 475 $211K
Founders Financial Securities LLC 0.01% New 468 $208K
Mullooly Asset Management, Inc. 0.08% No change 466 $207K
WBH Advisory Inc. 0.02% No change 466 $207K
Legacy Advisors, LLC 0.02% Reduce -34.1% 464 $206K
GHP Investment Advisors, Inc. 0.01% Add +68.7% 464 $206K
Verus Capital Partners, LLC 0.01% New 463 $206K
Summa Corp. 0.09% Reduce -50.3% 461 $205K
AlphaCore Capital LLC 0.00% Reduce -6.9% 460 $205K
Retirement Income Solutions, Inc. 0.03% No change 460 $205K
Truepoint, Inc. 0.00% Reduce -30.8% 459 $204K
Transcend Capital Advisors, LLC 0.02% Reduce -66.0% 456 $203K
SOA Wealth Advisors, LLC. 0.03% No change 454 $202K
Capital Management Associates, Inc 0.04% New 452 $201K
Mullaney, Keating & Wright, Inc. 0.11% New 452 $201K
GeoWealth Management, LLC 0.01% New 451 $201K
CDM Financial Counseling Services, Inc. 0.19% — 450 $200K
Arax Advisory Partners 0.01% Reduce -89.2% 447 $199K
Cheviot Value Management, LLC 0.02% New 435 $197K
TD Waterhouse Canada Inc. 0.00% Add +2004.8% 442 $196K
Hoertkorn Richard Charles 0.07% Add +199.3% 434 $193K
Signaturefd, LLC 0.00% Add +12.0% 421 $187K
GAMMA Investing LLC 0.01% Reduce -3.0% 420 $187K
AdvisorNet Financial, Inc 0.01% Reduce -3.2% 389 $173K
HM Payson & Co. 0.00% No change 367 $163K
Salomon & Ludwin, LLC 0.01% No change 340 $152K
Phillips Financial Management, LLC 0.01% No change 340 $151K
Rialto Wealth Management, LLC 0.04% Reduce -2.0% 335 $149K
Fairway Wealth LLC 0.04% Reduce -3.1% 317 $141K
Sage Mountain Advisors LLC 0.01% Add +375.8% 314 $139K
Bessemer Group Inc. 0.00% No change 294 $131K
Align Financial, LLC 0.07% — 125,819 $126K
Bartlett & Co. Wealth Management LLC 0.00% Add +30.4% 279 $124K
Princeton Global Asset Management LLC 0.02% No change 263 $117K
Flagship Harbor Advisors, LLC 0.01% New 249 $111K
BNP Paribas Financial Markets 0.00% Reduce -35.8% 247 $110K
Cornerstone Planning Group LLC 0.02% Reduce -91.3% 232 $105K
Asset Dedication, LLC 0.01% Reduce -4.6% 228 $101K
Ransom Advisory, Ltd 0.04% New 227 $101K
Golden State Wealth Management, LLC 0.01% No change 225 $100K
Spire Wealth Management 0.00% Add +22.6% 222 $99K
1 North Wealth Services LLC 0.03% Add +132.6% 221 $98K
MidAtlantic Capital Management, Inc. 0.06% New 210 $93K
Glen Eagle Advisors, LLC 0.01% No change 206 $92K
NFSG Corp 0.01% Add +13.9% 197 $88K
Abound Wealth Management 0.02% Reduce -60.2% 196 $87K
Hilltop National Bank 0.02% No change 191 $85K
Tripletail Wealth Management, LLC 0.11% Reduce -34.5% 190 $84K
Union Savings Bank 0.04% — 190 $84K
VSM Wealth Advisory, LLC 0.03% Reduce -11.7% 189 $84K
International Assets Investment Management, LLC 0.01% New 181 $81K
Clarity Asset Management, Inc. 0.04% Add +0.6% 181 $80K
Capital Investment Advisory Services, LLC 0.01% Add +402.9% 176 $78K
New England Capital Financial Advisors LLC 0.03% No change 169 $75K
Sound Income Strategies, LLC 0.00% Add +213.7% 160 $72K
WFA of San Diego, LLC 0.05% Add +13.6% 159 $71K
Anchor Investment Management, LLC 0.01% No change 149 $66K
Plante Moran Financial Advisors, LLC 0.00% Reduce -30.8% 148 $66K
Cherry Tree Wealth Management, LLC 0.01% No change 137 $61K
HighMark Wealth Management LLC 0.02% Add +20.7% 134 $59K
Elevation Wealth Partners, LLC 0.02% No change 133 $59K
Hartford Financial Management Inc. 0.02% No change 131 $58K
Bogart Wealth, LLC 0.00% Reduce -7.1% 130 $58K
JDM Financial Group LLC 0.02% Reduce -8.6% 128 $57K
Lanark Financial, Inc. 0.00% Add +64.9% 122 $55K
Barrett & Company, Inc. 0.02% No change 119 $53K
HHM Wealth Advisors, LLC 0.01% New 107 $48K
Hantz Financial Services, Inc. 0.00% Add +7.4% 102 $46K
Arlington Trust Co LLC 0.00% Reduce -28.7% 102 $45K
Financial Consulate, Inc. 0.01% No change 100 $45K
Provenance Wealth Advisors, LLC 0.00% No change 100 $44K
SJS Investment Consulting Inc. 0.01% New 100 $44K
IFC & Insurance Marketing, Inc. 0.04% — 99 $44K
Birchwood Financial Partners, Inc. 0.04% — 97 $43K
Caitlin John, LLC 0.03% No change 91 $40K
Lowe Brockenbrough & Co. Inc. 0.00% Add +200.0% 90 $40K
Harbor Asset Planning, Inc. 0.03% New 87 $39K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -1.1% 86 $38K
Old Second National Bank of Aurora 0.01% No change 85 $38K
Bear Mountain Capital, Inc. 0.01% No change 84 $37K
Farmers & Merchants Investments Inc. 0.00% Reduce -22.9% 84 $37K
Qube Research & Technologies Ltd 0.00% Reduce -77.7% 80 $36K
Strive Financial Group ,LLC 0.02% — 78 $35K
Garner Asset Management Corp 0.01% New 75 $33K
Quadrant Capital Group LLC 0.00% No change 74 $33K
Sunbelt Securities, Inc. 0.00% No change 73 $32K
Country Trust Bank 0.00% New 69 $31K
Financial Perspectives, Inc 0.01% Reduce -6.8% 68 $30K
Whittier Trust Co. of Nevada Inc. 0.00% No change 64 $29K
Westside Investment Management, Inc. 0.00% No change 62 $28K
LOM Asset Management Ltd 0.01% No change 60 $27K
Colonial Trust Advisors 0.00% No change 60 $27K
Wilmington Savings Fund Society, FSB 0.00% Add +20.0% 60 $27K
National Bank of Canada 0.00% Add +128.0% 57 $25K
Signature Resources Capital Management, LLC 0.01% No change 55 $24K
Nemes Rush Group LLC 0.00% New 51 $23K
West Branch Capital LLC 0.01% No change 50 $22K
Tsfg, LLC 0.00% Add +4.3% 49 $22K
Strategic Wealth Partners, Ltd. 0.00% No change 45 $20K
Rothschild Investment LLC 0.00% Add +13.2% 43 $19K
Halbert Hargrove Global Advisors, LLC 0.00% No change 43 $19K
New Millennium Group LLC 0.01% Reduce -19.2% 42 $19K
Johnson Financial Group, Inc. 0.00% No change 41 $18K
CX Institutional 0.00% No change 41 $18K
Duncker Streett & Co. Inc. 0.00% No change 40 $18K
Avion Wealth 0.00% No change 40 $17K
Litman Gregory Wealth Management LLC 0.00% New 38 $17K
Bullock Wealth Management Group 0.01% — 38 $17K
Beaird Harris Wealth Management, LLC 0.00% No change 37 $16K
Quaker Wealth Management, LLC 0.01% No change 36 $16K
Go Invest LLC 0.01% — 35 $16K
Toth Financial Advisory Corp. 0.00% No change 33 $15K
Key Capital Management, INC 0.01% — 33 $15K
Corsicana & Co. 0.01% No change 30 $13K
Strategic Investment Solutions, Inc. 0.00% Reduce -15.6% 27 $12K
North Star Investment Management Corp. 0.00% No change 27 $12K
Godfrey Financial Associates, Inc. 0.01% — 25 $11K
Kingdom Financial Group LLC. 0.00% New 25 $11K
Atwood & Palmer Inc. 0.00% No change 25 $11K
Chesapeake Asset Management LLC 0.01% No change 24 $11K
St Germain D J Co. Inc. 0.00% No change 21 $9K
Roble, Belko & Company, Inc 0.00% New 20 $9K
Addison Advisors LLC 0.00% No change 20 $9K
Steigerwald, Gordon & Koch Inc. 0.00% No change 20 $9K
Essential Investment Partners LLC 0.01% — 18 $8K
Glass Jacobson Investment Advisors llc 0.00% Reduce -56.1% 18 $8K
Crewe Advisors LLC 0.00% New 16 $7K
Federation des caisses Desjardins du Quebec 0.00% No change 16 $7K
High Point Wealth Management, LLC 0.01% — 16 $7K
Cranbrook Wealth Management, LLC 0.00% No change 15 $7K
Arcadia Investment Management Corp. 0.00% No change 15 $7K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -96.8% 15 $7K
Perkins Coie Trust Co 0.00% No change 15 $7K
Olistico Wealth, LLC 0.00% New 14 $6K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $6K
Beacon Financial Strategies CORP 0.00% New 14 $6K
Cresta Advisors, Ltd. 0.00% New 12 $5K
Nvest Wealth Strategies, Inc. 0.00% — 11 $5K
Laurel Wealth Advisors LLC 0.00% New 12 $5K
ORG Partners LLC 0.00% No change 10 $5K
Strategic Advocates LLC 0.00% No change 10 $4K
Financial Management Professionals, Inc. 0.00% New 10 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 9 $4K
Morse Asset Management, Inc 0.00% No change 8 $4K
JNBA Financial Advisors 0.00% No change 8 $4K
Central Pacific Bank - Trust Division 0.00% No change 7 $3K
Bellevue Asset Management, LLC 0.00% No change 6 $3K
Elevated Capital Advisors, LLC 0.00% New 5 $2K
Luminist Capital LLC 0.00% No change 5 $2K
Quattro Advisors LLC 0.00% — 5 $2K
Aventura Private Wealth, LLC 0.00% No change 5 $2K
Rossby Financial, LCC 0.00% No change 5 $2K
FAS Wealth Partners, Inc. 0.00% New 4 $2K
Miller Global Investments, LLC 0.00% — 3 $1K
Tradewinds Capital Management, LLC 0.00% Reduce -87.5% 3 $1K
Hollencrest Capital Management 0.00% New 3 $1K
Private Wealth Management Group, LLC 0.00% No change 2 $895
Blue Trust, Inc. 0.00% Reduce -93.3% 2 $893
SHP Wealth Management 0.00% — 2 $889
United Financial Planning Group LLC 0.00% New 1 $445
Glassman Wealth Services 0.00% No change 1 $445
Triumph Capital Management 0.00% New 1 $445

"% of holder's portfolio" is VOOG's weight in each manager's 13F, not the share of Vanguard S&P 500 Growth ETF the manager owns.