Vanguard Utilities ETFVPUETF
13F holders, Q4 2024 (December 31)595holders +42
55new positions
43sold out
4famous investors
$163.46avg. 13F price*
At the end of Q4 2024, 595 institutions reported holding Vanguard Utilities ETF (VPU) in their 13F filings, up 42 from Q3 2024. 55 opened new positions and 43 sold out. The largest holders were Morgan Stanley ($182.5M), Beacon Capital Management, Inc. ($162.5M) and Bank of America Corp. ($160.6M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Utilities ETF
- CUSIP
- 92204A876
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $50.9M |
| Exits | 43 | $29.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,366,501 shares bought and 614,382 shares sold, net +752,119 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 595 holders
| Morgan Stanley | 0.01% | Add +16.0% | 1,117,016 | $182.5M |
| Beacon Capital Management, Inc. | 7.04% | Reduce -3.9% | 994,370 | $162.5M |
| Bank of America Corp. | 0.01% | Add +38.4% | 982,880 | $160.6M |
| LPL Financial LLC | 0.04% | Add +8.5% | 667,124 | $109.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -10.2% | 602,996 | $98.5M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +4.0% | 564,614 | $92.3M |
| Empower Advisory Group, LLC | 0.20% | Reduce -0.1% | 364,058 | $59.5M |
| UBS Group AG | 0.01% | Reduce -26.9% | 303,809 | $49.6M |
| Wells Fargo & Company | 0.01% | Add +16.4% | 273,666 | $44.7M |
| Ameriprise Financial Inc. | 0.01% | Add +34.6% | 223,006 | $36.4M |
| Rockefeller Capital Management L.P. | 0.09% | Add +0.9% | 206,200 | $33.7M |
| Royal Bank of Canada | 0.01% | Add +5.2% | 205,664 | $33.6M |
| Cetera Investment Advisers | 0.07% | Add +3.0% | 204,188 | $33.4M |
| Captrust Financial Advisors | 0.09% | Add +0.4% | 196,468 | $32.1M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.9% | 158,804 | $26.0M |
| PGIM Custom Harvest LLC | 0.50% | Add +12.4% | 157,189 | $25.7M |
| Raymond James Financial Inc. | 0.01% | — | 150,893 | $24.7M |
| Osaic Holdings, Inc. | 0.05% | Add +6.6% | 137,930 | $22.6M |
| Allied Investment Advisors, LLC | 4.32% | Reduce -0.7% | 131,283 | $21.5M |
| Altfest L J & Co. Inc. | 2.43% | Add +1.5% | 116,704 | $19.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -26.9% | 115,867 | $18.9M |
| Corient Private Wealth LP | 0.03% | Reduce -3.9% | 115,060 | $18.8M |
| Two Sigma Investments, LP | 0.04% | New | 107,100 | $17.5M |
| Atria Wealth Solutions, Inc. | 0.18% | Add +6.2% | 99,156 | $16.2M |
| Patriot Investment Management Group, Inc. | 1.19% | Reduce -2.8% | 97,028 | $15.9M |
| Federation des caisses Desjardins du Quebec | 0.08% | Add +12.7% | 90,977 | $14.9M |
| Stifel Financial Corp. | 0.01% | Add +15.2% | 86,722 | $14.2M |
| Unconventional Investor, LLC | 8.27% | Add +1.0% | 83,769 | $13.7M |
| Creative Financial Designs Inc. | 1.09% | Add +715.5% | 81,825 | $13.4M |
| SWAN Capital LLC | 5.85% | Add +14.1% | 73,415 | $12.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.5% | 65,529 | $10.7M |
| MML Investors Services, LLC | 0.04% | Add +4.0% | 65,110 | $10.6M |
| Tudor Investment Corporation | 0.11% | Add +319.1% | 61,252 | $10.0M |
| Cerity Partners LLC | 0.02% | Reduce -1.1% | 57,858 | $9.5M |
| Truist Financial Corp. | 0.01% | Reduce -3.4% | 57,199 | $9.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +9.3% | 57,037 | $9.3M |
| Nelson Capital Management, LLC | 1.55% | Reduce -0.3% | 56,983 | $9.3M |
| American Investment Services, Inc. | 1.64% | Add +0.2% | 56,860 | $9.3M |
| Gunma Bank,Ltd. | 3.06% | Add +88.8% | 56,624 | $9.3M |
| Pallas Capital Advisors LLC | 0.38% | Add +0.1% | 54,417 | $8.9M |
| Private Advisor Group, LLC | 0.04% | Add +4.4% | 48,769 | $8.0M |
| Hamilton Wealth, LLC | 1.92% | Reduce -6.3% | 48,532 | $7.9M |
| Vestor Capital, LLC | 0.59% | Reduce -1.1% | 47,178 | $7.7M |
| Invst, LLC | 0.93% | Reduce -5.2% | 47,068 | $7.7M |
| Richmond Brothers, Inc. | 4.83% | Add +9.9% | 46,134 | $7.5M |
| JPMorgan Chase & Co. | 0.00% | Add +21.7% | 45,945 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -0.8% | 44,619 | $7.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +125.7% | 43,283 | $7.1M |
| David Kennon Inc | 2.53% | Add +0.9% | 39,224 | $6.4M |
| Nan Shan Life Insurance Co., Ltd. | 0.15% | New | 39,000 | $6.4M |
| Stratos Wealth Advisors, LLC | 0.30% | Add +53.1% | 38,160 | $6.2M |
| Greenline Partners, LLC | 0.87% | Add +2.0% | 38,065 | $6.2M |
| KCM Investment Advisors LLC | 0.20% | Add +1.1% | 36,148 | $5.9M |
| Exchange Traded Concepts, LLC | 0.12% | Add +20.3% | 34,603 | $5.7M |
| Blair William & Co. | 0.02% | Add +41.0% | 34,043 | $5.6M |
| Bryn Mawr Trust Advisors, LLC | 0.30% | Reduce -1.7% | 33,731 | $5.5M |
| Tranquilli Financial Advisor LLC | 3.36% | Reduce -0.3% | 32,447 | $5.3M |
| Freedom Investment Management, Inc. | 0.43% | Add +14.7% | 31,809 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +15.5% | 31,353 | $5.1M |
| Goldstone Financial Group, LLC | 0.79% | Add +10.8% | 30,892 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -60.2% | 30,759 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +11.5% | 30,224 | $4.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +2.8% | 30,178 | $4.9M |
| D. E. Shaw & Co. | 0.01% | New | 29,633 | $4.8M |
| Lido Advisors, LLC | 0.03% | Add +4.4% | 28,972 | $4.7M |
| Dakota Wealth Management | 0.11% | Reduce -2.4% | 28,695 | $4.7M |
| M&T Bank Corp | 0.02% | Reduce -0.8% | 28,647 | $4.7M |
| Porter White Investment Advisors, Inc. | 2.37% | Reduce -1.7% | 28,570 | $4.7M |
| Atria Investments, Inc | 0.06% | Reduce -1.6% | 28,375 | $4.6M |
| Exchange Capital Management, Inc. | 0.74% | Add +6.0% | 28,362 | $4.6M |
| DMKC Advisory Services, LLC | 4.11% | — | 27,719 | $4.5M |
| IFG Advisory, LLC | 0.25% | Add +0.7% | 27,035 | $4.4M |
| Foundations Investment Advisors, LLC | 0.08% | Add +4.0% | 26,423 | $4.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -5.7% | 26,356 | $4.3M |
| Creative Planning | 0.00% | Add +4.7% | 25,585 | $4.2M |
| FFG Retirement Advisors LLC | 2.55% | Reduce -5.2% | 23,906 | $3.9M |
| Royal Fund Management, LLC | 0.42% | Add +8.2% | 23,130 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Add +16.1% | 23,416 | $3.8M |
| Aspire Capital Advisors LLC | 1.08% | New | 23,213 | $3.8M |
| Advisory Services Network, LLC | 0.07% | Add +15.9% | 22,775 | $3.7M |
| Wilmington Savings Fund Society, FSB | 0.06% | Add +0.7% | 20,545 | $3.4M |
| Delta Financial Group, Inc. | 0.74% | Add +4.0% | 19,382 | $3.2M |
| MRA Advisory Group | 1.66% | New | 19,205 | $3.1M |
| Financial Advocates Investment Management | 0.18% | Reduce -12.4% | 19,185 | $3.1M |
| DHK Financial Advisors, Inc. | 1.90% | Add +1.6% | 19,171 | $3.1M |
| Proficio Capital Partners LLC | 0.25% | No change | 19,095 | $3.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.2% | 18,833 | $3.1M |
| Sterling Investment Advisors, Ltd. | 0.71% | Reduce -2.5% | 17,905 | $2.9M |
| Shilanski & Associates, Inc. | 0.93% | Reduce -0.7% | 17,675 | $2.9M |
| Allworth Financial LP | 0.02% | Add +1952.9% | 16,690 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -1.8% | 17,207 | $2.8M |
| First National Corp. /Ma/ | 0.63% | Reduce -40.4% | 17,128 | $2.8M |
| Comprehensive Money Management Services LLC | 2.24% | — | 16,605 | $2.7M |
| Guerra Advisors Inc | 1.50% | — | 16,581 | $2.7M |
| Ariston Services Group | 2.34% | Reduce -1.1% | 16,510 | $2.7M |
| Wealthspire Advisors, LLC | 0.03% | No change | 16,470 | $2.7M |
| Fifth Third Securities, Inc. | 0.23% | Add +60.6% | 16,226 | $2.7M |
| Apollon Financial, LLC | 0.66% | New | 16,131 | $2.6M |
| Strengthening Families & Communities, LLC | 1.49% | Add +3.7% | 16,107 | $2.6M |
| Glassy Mountain Advisors, Inc. | 0.90% | Add +10.7% | 16,034 | $2.6M |
| Retireful, LLC | 1.44% | Add +16.8% | 15,616 | $2.6M |
| Stapp Wealth Management, PLLC | 3.95% | Add +5.6% | 15,495 | $2.5M |
| WBH Advisory Inc. | 0.22% | Reduce -0.5% | 14,336 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.5% | 14,313 | $2.3M |
| Capital Investment Advisory Services, LLC | 0.22% | Add +2.0% | 13,923 | $2.3M |
| Independent Financial Group, LLC | 0.07% | Reduce -3.3% | 13,626 | $2.2M |
| Fifth Third Bancorp | 0.01% | Reduce -0.5% | 13,516 | $2.2M |
| Raab & Moskowitz Asset Management LLC | 0.54% | Add +6.6% | 13,447 | $2.2M |
| Dumont & Blake Investment Advisors LLC | 0.58% | Add +0.1% | 13,185 | $2.2M |
| Madden Advisory Services, Inc. | 0.99% | Add +2.4% | 13,014 | $2.1M |
| Joule Financial, LLC | 0.74% | Add +7.6% | 12,750 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +27.9% | 12,626 | $2.1M |
| Citigroup Inc. | 0.00% | Add +51.2% | 12,595 | $2.1M |
| Beck Bode, LLC | 0.38% | No change | 12,562 | $2.1M |
| Ameritas Advisory Services, LLC | 0.07% | Add +18.1% | 12,499 | $2.0M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Reduce -1.8% | 12,498 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -15.3% | 12,454 | $2.0M |
| Fiduciary Trust Co | 0.03% | Reduce -8.2% | 11,644 | $1.9M |
| Harbour Investments, Inc. | 0.05% | Reduce -44.0% | 11,643 | $1.9M |
| Flagstar Securities, Inc. | 0.47% | Add +0.4% | 11,626 | $1.9M |
| Mariner, LLC | 0.00% | Add +4.1% | 11,324 | $1.9M |
| Heritage Trust Co | 0.22% | — | 11,317 | $1.8M |
| Compass Ion Advisors, LLC | 0.22% | Add +37.0% | 11,185 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +0.3% | 11,126 | $1.8M |
| Hershey Financial Advisers, LLC | 1.60% | — | 11,089 | $1.8M |
| Waverly Advisors, LLC | 0.03% | Add +3.5% | 10,891 | $1.8M |
| Visionary Wealth Advisors | 0.10% | Add +70.1% | 10,798 | $1.8M |
| CW Advisors, LLC | 0.02% | Add +285.2% | 10,667 | $1.7M |
| Sharper & Granite LLC | 0.76% | Reduce -1.9% | 10,530 | $1.7M |
| O'ROURKE & COMPANY, Inc | 0.84% | Add +41.8% | 10,480 | $1.7M |
| CX Institutional | 0.07% | Add +60.0% | 10,426 | $1.7M |
| Castle Rock Wealth Management, LLC | 0.40% | Reduce -7.2% | 9,927 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -3.9% | 10,317 | $1.7M |
| Callan Capital, LLC | 0.12% | Reduce -1.7% | 10,121 | $1.7M |
| Accel Wealth Management | 0.62% | Add +1.6% | 10,061 | $1.6M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +0.6% | 9,677 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -15.6% | 9,955 | $1.6M |
| Guidance Point Advisors, LLC | 0.46% | Add +2.3% | 9,645 | $1.6M |
| Bard Associates Inc. | 0.53% | Add +3.0% | 9,584 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -35.5% | 9,558 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.6% | 9,312 | $1.5M |
| FMR LLC | 0.00% | Add +20.8% | 9,275 | $1.5M |
| Farther Finance Advisors, LLC | 0.05% | Add +49.0% | 9,219 | $1.5M |
| Glen Eagle Advisors, LLC | 0.25% | Reduce -5.0% | 9,161 | $1.5M |
| Geneos Wealth Management Inc. | 0.05% | Add +191.9% | 9,129 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +66.3% | 9,091 | $1.5M |
| Private Portfolio Partners LLC | 0.27% | Add +2.9% | 8,961 | $1.5M |
| Old Second National Bank of Aurora | 0.33% | Reduce -0.4% | 8,917 | $1.5M |
| Wall Street Financial Group, Inc. | 1.41% | Add +19.2% | 8,817 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +43.5% | 8,499 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -10.9% | 8,448 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Reduce -4.0% | 8,374 | $1.4M |
| &partners | 0.02% | Add +40.0% | 8,149 | $1.4M |
| Gray Wealth Management Inc. | 0.51% | Add +13.6% | 8,289 | $1.4M |
| CoreCap Advisors, LLC | 0.06% | Add +10.2% | 8,285 | $1.4M |
| Glass Jacobson Investment Advisors llc | 0.44% | Add +0.5% | 8,179 | $1.3M |
| Brookstone Capital Management | 0.02% | Add +14.5% | 8,122 | $1.3M |
| Sovereign Financial Group, Inc. | 0.30% | Reduce -0.3% | 8,092 | $1.3M |
| Consolidated Portfolio Review Corp | 0.20% | Add +3.6% | 7,829 | $1.3M |
| Bailard, Inc. | 0.03% | Reduce -1.2% | 7,764 | $1.3M |
| BOS Asset Management, LLC | 0.45% | No change | 7,725 | $1.3M |
| Carl P. Sherr & Co., LLC | 0.66% | Add +3.4% | 7,706 | $1.3M |
| Kennedy Investment Group, Inc. | 0.57% | Add +2.6% | 7,649 | $1.2M |
| Trinity Legacy Partners, LLC | 0.32% | Reduce -6.7% | 7,508 | $1.2M |
| Summit Financial, LLC | 0.04% | Add +3.8% | 7,469 | $1.2M |
| Steel Grove Capital Advisors, LLC | 0.17% | Add +36.2% | 7,450 | $1.2M |
| Saxon Interests, Inc. | 0.53% | Add +1.3% | 7,381 | $1.2M |
| Charter Oak Capital Management, LLC | 0.11% | Reduce -1.0% | 7,313 | $1.2M |
| First American Bank | 0.08% | Add +6.1% | 7,311 | $1.2M |
| Founders Grove Wealth Partners, LLC | 0.34% | — | 7,256 | $1.2M |
| Centaurus Financial, Inc. | 0.07% | Add +14.5% | 7,198 | $1.2M |
| Sulzberger Capital Advisors, Inc. | 1.34% | — | 7,188 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.4% | 7,035 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.53% | Add +12.2% | 6,927 | $1.1M |
| Baker Ellis Asset Management LLC | 0.16% | Reduce -2.9% | 6,800 | $1.1M |
| Bonfire Financial | 0.93% | — | 6,302 | $1.0M |
| North Forty Two & Co. | 1.18% | — | 6,275 | $1.0M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -13.9% | 6,109 | $998K |
| Piscataqua Savings Bank | 0.86% | Reduce -1.3% | 6,091 | $995K |
| Sax Wealth Advisors, LLC | 0.08% | Add +0.9% | 6,088 | $995K |
| Independent Family Office, LLC | 0.51% | Reduce -2.7% | 5,950 | $972K |
| Optima Capital LLC | 0.67% | — | 5,923 | $968K |
| Cornerstone Planning, LLC | 0.37% | — | 5,873 | $960K |
| Wealthfront Advisers LLC | 0.00% | Add +19.9% | 5,858 | $957K |
| Foster Group, Inc. | 0.04% | Add +2.0% | 5,835 | $954K |
| Novak & Powell Financial Services, Inc. | 0.56% | No change | 5,788 | $946K |
| International Assets Investment Management, LLC | 0.08% | New | 5,641 | $928K |
| Anchor Investment Management, LLC | 0.09% | Add +2.5% | 5,662 | $925K |
| Altiora Financial Group, LLC | 0.20% | No change | 5,650 | $923K |
| Tranquility Partners, LLC | 0.34% | Reduce -12.4% | 5,606 | $916K |
| First Bancorp, Inc | 0.62% | No change | 5,557 | $908K |
| Equitable Holdings, Inc. | 0.01% | Add +6.0% | 5,492 | $898K |
| City State Bank | 0.32% | Add +1.9% | 5,476 | $895K |
| Flagship Wealth Advisors, LLC | 0.53% | — | 5,475 | $895K |
| Spire Wealth Management | 0.03% | Add +0.1% | 5,450 | $891K |
| SBI Securities Co., Ltd. | 0.03% | — | 5,425 | $887K |
| Silverlake Wealth Management LLC | 0.34% | Add +25.9% | 5,402 | $883K |
| Comerica Bank | 0.00% | Reduce -0.3% | 5,345 | $874K |
| Winebrenner Capital Management LLC | 0.66% | — | 5,268 | $861K |
| Mutual Advisors, LLC | 0.02% | Reduce -4.7% | 5,043 | $857K |
| Bluesphere Advisors LLC | 0.42% | Reduce -19.7% | 5,216 | $852K |
| Archford Capital Strategies, LLC | 0.13% | Reduce -11.9% | 5,200 | $850K |
| Citadel Advisors | 0.00% | Reduce -12.3% | 5,198 | $849K |
| Quadrature Capital Ltd | 0.02% | New | 5,118 | $837K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.32% | No change | 5,105 | $834K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.4% | 5,100 | $833K |
| Matrix Trust Co | 0.14% | Add +5.4% | 5,075 | $829K |
| Main Street Financial Solutions, LLC | 0.08% | Add +10.4% | 5,070 | $829K |
| Navis Wealth Advisors, LLC | 0.89% | No change | 5,000 | $817K |
| PFG Advisors | 0.05% | Reduce -5.1% | 4,952 | $809K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.7% | 4,942 | $808K |
| V2 Financial group LLC | 0.48% | No change | 4,800 | $784K |
| Wealthspire Retirement, LLC | 0.06% | Add +5.6% | 4,800 | $784K |
| Founders Financial Alliance, LLC | 0.22% | Add +0.1% | 4,796 | $784K |
| Principal Securities, Inc. | 0.02% | Add +14.3% | 4,795 | $784K |
| Tandem Investment Partners LLC | 0.75% | — | 4,785 | $782K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -32.3% | 4,682 | $765K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.0% | 4,657 | $761K |
| White Lighthouse Investment Management Inc. | 0.13% | Add +7.1% | 4,638 | $758K |
| Interactive Financial Advisors, Inc. | 0.40% | Reduce -3.4% | 4,616 | $754K |
| Tiaa Trust, National Association | 0.00% | Reduce -27.5% | 4,541 | $742K |
| Hancock Whitney Corp. | 0.02% | Add +9.8% | 4,464 | $730K |
| Cwm, LLC | 0.00% | Add +18.7% | 4,457 | $728K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.7% | 4,327 | $726K |
| Rothschild Investment LLC | 0.05% | Add +4.3% | 4,411 | $721K |
| First Financial Corp. | 0.33% | Add +0.8% | 4,386 | $717K |
| Choate Investment Advisors | 0.02% | Reduce -7.5% | 4,382 | $716K |
| Money Concepts Capital Corp. | 0.05% | Add +15.0% | 4,329 | $707K |
| Cary Street Partners Financial LLC | 0.02% | — | 4,307 | $704K |
| Renaissance Technologies | 0.00% | New | 4,300 | $703K |
| Maltin Wealth Management, Inc. | 0.34% | Add +1.5% | 4,248 | $694K |
| Tudor Financial Inc. | 0.41% | Reduce -13.3% | 4,242 | $693K |
| Fulcrum Equity Management | 0.69% | New | 4,238 | $693K |
| River Street Advisors LLC | 0.35% | Reduce -2.4% | 4,194 | $685K |
| Essex Financial Services, Inc. | 0.05% | Add +13.0% | 4,136 | $676K |
| Valmark Advisers, Inc. | 0.01% | No change | 4,129 | $675K |
| IHT Wealth Management, LLC | 0.02% | Reduce -20.9% | 4,115 | $672K |
| Investment Advisory Services Inc. /TX | 0.24% | No change | 4,108 | $671K |
| Oppenheimer & Co. Inc. | 0.01% | Add +7.6% | 4,057 | $663K |
| National Wealth Management Group, LLC | 0.44% | Reduce -0.4% | 4,045 | $661K |
| Institute for Wealth Management, LLC. | 0.08% | Reduce -3.4% | 4,018 | $657K |
| Country Club Bank | 0.04% | No change | 4,007 | $656K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 4,007 | $655K |
| First Heartland Consultants, Inc. | 0.07% | Add +3.0% | 3,991 | $652K |
| McAdam, LLC | 0.04% | Add +0.6% | 3,972 | $649K |
| Park Square Financial Group, LLC | 0.45% | — | 3,956 | $646K |
| Park National Corp. | 0.02% | Add +0.3% | 3,903 | $638K |
| Blue Capital, Inc. | 0.45% | — | 3,896 | $637K |
| Advisors Capital Management, LLC | 0.01% | Add +2.1% | 3,829 | $626K |
| Prospera Financial Services Inc | 0.01% | Add +46.3% | 3,825 | $626K |
| Conrad Siegel Investment Advisors, Inc. | 0.17% | Reduce -1.6% | 3,812 | $623K |
| Creekside Partners | 0.32% | Add +0.2% | 3,767 | $616K |
| Jane Street Group, LLC | 0.00% | New | 3,764 | $615K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 3,763 | $615K |
| Bison Wealth, LLC | 0.14% | Add +0.1% | 3,762 | $615K |
| Christensen, King & Associates Investment Services, Inc. | 0.29% | Add +0.6% | 3,704 | $611K |
| Investor's Fiduciary Advisor Network, LLC | 0.23% | — | 3,704 | $605K |
| Choreo, LLC | 0.01% | Add +26.8% | 3,652 | $597K |
| Atlas Capital Advisors Inc. | 0.08% | Add +1.8% | 3,652 | $597K |
| Private Wealth Group, LLC | 0.29% | No change | 3,595 | $587K |
| BCM Advisors, LLC | 0.13% | No change | 3,452 | $584K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -31.5% | 3,518 | $575K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -31.5% | 3,518 | $575K |
| Investment Planning Advisors, Inc. | 0.25% | Add +11.7% | 3,501 | $572K |
| Caitlin John, LLC | 0.39% | Add +0.0% | 3,476 | $568K |
| First Commonwealth Financial Corp | 0.13% | No change | 3,434 | $561K |
| Seamount Financial Group Inc. | 0.39% | Reduce -0.7% | 3,430 | $561K |
| Arlington Capital Management, Inc. | 0.38% | Add +8.0% | 3,400 | $556K |
| Bessemer Group Inc. | 0.00% | Reduce -54.4% | 3,350 | $547K |
| PFG Investments, LLC | 0.03% | Add +180.0% | 3,343 | $546K |
| Ancora Advisors LLC | 0.01% | No change | 3,229 | $528K |
| Tradewinds Capital Management, LLC | 0.14% | New | 3,203 | $523K |
| Cherry Tree Wealth Management, LLC | 0.13% | No change | 3,143 | $514K |
| Northwest Financial Advisors | 0.42% | No change | 3,128 | $511K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +9.1% | 3,116 | $509K |
| Meridian Financial Partners LLC | 0.27% | Add +14.9% | 3,092 | $505K |
| Cross Staff Investments Inc | 0.34% | Add +0.9% | 3,021 | $494K |
| Northstar Group, Inc. | 0.09% | No change | 3,020 | $494K |
| Retirement Planning Group, LLC | 0.02% | Add +0.5% | 3,011 | $492K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -15.5% | 3,014 | $491K |
| Investment House LLC | 0.03% | No change | 3,000 | $490K |
| Meridian Wealth Management, LLC | 0.02% | Add +3.2% | 2,994 | $489K |
| Independent Advisor Alliance | 0.01% | New | 2,983 | $488K |
| Trek Financial, LLC | 0.04% | No change | 2,963 | $484K |
| MAI Capital Management | 0.00% | Add +20.0% | 2,939 | $480K |
| Tilia Fiduciary Partners, Inc. | 0.32% | Add +3.0% | 2,847 | $465K |
| Bridge Creek Capital Management LLC | 0.14% | Add +28.3% | 2,774 | $453K |
| US Bancorp \de | 0.00% | Add +0.6% | 2,767 | $452K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.9% | 2,752 | $449K |
| D.A. Davidson & Co. | 0.00% | Reduce -22.8% | 2,740 | $448K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +0.8% | 2,737 | $447K |
| Roman Butler Fullerton & Co. | 0.14% | No change | 2,663 | $446K |
| Everstar Asset Management, LLC | 0.31% | Reduce -17.7% | 2,700 | $441K |
| Flagship Private Wealth, LLC | 0.21% | No change | 2,688 | $439K |
| Unified Investment Management | 0.50% | — | 2,675 | $437K |
| Autumn Glory Partners, LLC | 0.21% | Reduce -1.2% | 2,671 | $437K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 2,652 | $433K |
| Private Trust Co. NA | 0.04% | No change | 2,645 | $432K |
| Parallel Advisors, LLC | 0.01% | Reduce -11.9% | 2,635 | $431K |
| Merit Financial Group, LLC | 0.01% | Add +17.6% | 2,632 | $430K |
| DiNuzzo Private Wealth, Inc. | 0.05% | Add +1.5% | 2,631 | $430K |
| Patton Albertson Miller Group, LLC | 0.06% | No change | 2,624 | $429K |
| Park Avenue Securities LLC | 0.00% | New | 2,621 | $428K |
| Quantinno Capital Management LP | 0.00% | Add +48.4% | 2,611 | $427K |
| World Equity Group, Inc. | 0.09% | Add +100.0% | 2,604 | $426K |
| Blackston Financial Advisory Group, LLC | 0.21% | Reduce -31.8% | 2,602 | $425K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.0% | 2,577 | $421K |
| Csenge Advisory Group | 0.02% | Reduce -60.8% | 2,561 | $419K |
| Mission Wealth Management, LP | 0.01% | Reduce -2.4% | 2,555 | $418K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.1% | 2,522 | $412K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,504 | $409K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -43.1% | 2,500 | $409K |
| Northeast Investment Management | 0.02% | No change | 2,498 | $408K |
| Myecfo, LLC | 0.22% | Add +11.8% | 2,472 | $404K |
| Compound Planning, Inc. | 0.02% | Add +2.2% | 2,464 | $403K |
| Clarendon Private LLC | 0.42% | — | 2,463 | $403K |
| Bluespring Wealth Management, LLC | 0.04% | No change | 2,420 | $395K |
| Chemistry Wealth Management LLC | 0.09% | Add +0.1% | 2,418 | $395K |
| Woodward Diversified Capital, LLC | 0.29% | Reduce -61.8% | 2,412 | $394K |
| Houlihan Financial Resource Group, Ltd. | 0.17% | Add +0.5% | 2,410 | $394K |
| Kovack Advisors, Inc. | 0.04% | Add +12.2% | 2,410 | $394K |
| Wealth Effects LLC | 0.14% | No change | 2,404 | $393K |
| Bank of Montreal | 0.00% | Reduce -9.5% | 2,324 | $380K |
| AE Wealth Management LLC | 0.00% | Reduce -4.7% | 2,314 | $378K |
| Elevation Capital Advisory, LLC | 0.16% | Add +91.9% | 2,301 | $376K |
| American Trust | 0.03% | New | 2,268 | $371K |
| Northern Trust Corp. | 0.00% | Add +2.6% | 2,257 | $369K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,245 | $367K |
| Curran Financial Partners, LLC | 0.10% | Reduce -74.5% | 2,243 | $367K |
| Focus Financial Network, Inc. | 0.01% | Add +0.3% | 2,230 | $364K |
| Ballentine Partners, LLC | 0.01% | New | 2,223 | $363K |
| Apexium Financial, LP | 0.02% | New | 2,213 | $362K |
| Sharp Wealth Advisory, LLC | 0.27% | Add +4.8% | 2,200 | $360K |
| GTS Securities LLC | 0.02% | New | 2,166 | $354K |
| Global Retirement Partners, LLC | 0.01% | Add +40.4% | 2,152 | $352K |
| Joel Isaacson & Co., LLC | 0.02% | Add +1.5% | 2,137 | $349K |
| Elevate Wealth Advisory, Inc. | 0.26% | Add +0.1% | 2,136 | $349K |
| MontVue Capital Management, Inc. | 0.26% | No change | 2,125 | $347K |
| Acorn Wealth Advisors, LLC | 0.14% | Reduce -0.8% | 2,123 | $347K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | Reduce -0.3% | 2,112 | $345K |
| World Investment Advisors | 0.01% | Reduce -4.3% | 2,085 | $341K |
| Hilltop Holdings Inc. | 0.02% | Add +7.3% | 2,081 | $340K |
| Simmons Bank | 0.02% | No change | 2,080 | $340K |
| Idaho Trust Co | 0.17% | Add +8.8% | 2,070 | $338K |
| Belvedere Trading LLC | 0.03% | New | 2,066 | $338K |
| Fulcrum Capital LLC | 0.07% | No change | 2,050 | $335K |
| Bank of New York Mellon Corp | 0.00% | Reduce -44.6% | 2,042 | $334K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 2,022 | $330K |
| Caprock Group, LLC | 0.01% | New | 2,011 | $329K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -30.7% | 2,007 | $328K |
| Aspen Wealth Strategies, LLC | 0.21% | Reduce -5.4% | 2,002 | $327K |
| Financial Freedom, LLC | 0.17% | Add +0.3% | 1,997 | $326K |
| Poehling Capital Management, INC. | 0.08% | No change | 1,950 | $319K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.8% | 1,934 | $316K |
| StoneX Group Inc. | 0.02% | Add +0.7% | 1,908 | $312K |
| Garden State Investment Advisory Services LLC | 0.10% | Add +19.8% | 1,898 | $311K |
| Avior Wealth Management, LLC | 0.01% | Reduce -8.8% | 1,880 | $307K |
| Clearstead Advisors, LLC | 0.00% | Add +4.4% | 1,876 | $307K |
| McClarren Financial Advisors, Inc. | 0.83% | Add +29.9% | 1,822 | $297K |
| OneAscent Wealth Management LLC | 0.12% | Reduce -16.1% | 1,814 | $296K |
| Cora Capital Advisors LLC | 0.14% | Reduce -15.0% | 1,805 | $295K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +23.6% | 1,788 | $292K |
| Moneco Advisors, LLC | 0.03% | Reduce -9.3% | 1,779 | $291K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 1,735 | $284K |
| Tyche Wealth Partners LLC | 0.06% | No change | 1,725 | $282K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | No change | 1,721 | $281K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -56.2% | 1,719 | $281K |
| Trust Co. of Vermont | 0.01% | New | 1,715 | $280K |
| Mitchell McLeod Pugh & Williams Inc. | 0.06% | No change | 1,709 | $279K |
| Roberts Wealth Advisors, LLC | 0.08% | New | 1,679 | $279K |
| Heritage Family Offices, LLP | 0.14% | No change | 1,700 | $278K |
| Silver Coast Investments LLC | 0.10% | Add +0.3% | 1,699 | $278K |
| Legacy Private Trust Co. | 0.02% | New | 1,684 | $275K |
| Evanson Asset Management, LLC | 0.02% | No change | 1,683 | $275K |
| NewEdge Wealth, LLC | 0.00% | New | 1,673 | $273K |
| Cape Investment Advisory, Inc. | 0.11% | Add +10.2% | 1,667 | $272K |
| Rialto Wealth Management, LLC | 0.09% | — | 1,660 | $271K |
| WNY Asset Management, LLC | 0.03% | Reduce -0.1% | 1,659 | $271K |
| Retirement Planning Co of New England, Inc. | 0.13% | Reduce -0.7% | 1,656 | $271K |
| CVA Family Office, LLC | 0.04% | Reduce -21.7% | 1,645 | $269K |
| Montag A & Associates Inc. | 0.01% | No change | 1,632 | $267K |
| Modern Wealth Management, LLC | 0.01% | Add +1.4% | 1,631 | $266K |
| Moss Adams Wealth Advisors LLC | 0.03% | New | 1,622 | $265K |
| Panoramic Investment Advisors, LLC | 0.17% | Add +1.1% | 1,619 | $265K |
| KDK Private Wealth Management, LLC | 0.27% | — | 1,617 | $264K |
| Kellett Wealth Advisors, LLC | 0.18% | Reduce -31.9% | 1,603 | $262K |
| Solidarity Wealth, LLC | 0.07% | No change | 1,603 | $262K |
| PDS Planning, Inc | 0.02% | New | 1,599 | $261K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 1,584 | $259K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -20.7% | 1,578 | $258K |
| Strategic Investment Solutions, Inc. | 0.09% | Add +11.6% | 1,579 | $256K |
| ZynergyRetirementPlanningLLC | 0.18% | No change | 1,459 | $254K |
| Strategic Blueprint, LLC | 0.01% | Add +9.3% | 1,544 | $252K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.3% | 1,533 | $251K |
| BlackRock, Inc. | 0.00% | New | 1,528 | $250K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.1% | 1,528 | $250K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,518 | $248K |
| Assetmark, Inc. | 0.00% | Add +101.5% | 1,511 | $247K |
| Miller Financial Services LLC | 0.21% | — | 1,510 | $247K |
| CWA Asset Management Group, LLC | 0.01% | Add +2.4% | 1,500 | $245K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 1,500 | $245K |
| One Charles Private Wealth Services, LLC | 0.08% | Add +3.7% | 1,496 | $244K |
| New England Private Wealth Advisors LLC | 0.04% | Add +1.4% | 1,483 | $243K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -7.8% | 1,486 | $243K |
| Western Pacific Wealth Management, LP | 0.20% | No change | 1,484 | $243K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 1,473 | $241K |
| Western Wealth Management, LLC | 0.01% | Reduce -3.0% | 1,454 | $238K |
| CreativeOne Wealth, LLC | 0.01% | Add +6.8% | 1,433 | $234K |
| RBA Wealth Management, LLC | 0.09% | Add +13.1% | 1,418 | $232K |
| First PREMIER Bank | 0.06% | Reduce -2.2% | 1,405 | $230K |
| Executive Wealth Management, LLC | 0.02% | Reduce -39.7% | 1,405 | $230K |
| Curtis Advisory Group, LLC | 0.06% | No change | 1,402 | $229K |
| Apollon Wealth Management, LLC | 0.01% | New | 1,393 | $228K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -9.5% | 1,389 | $227K |
| Betterment LLC | 0.00% | New | 1,390 | $227K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.3% | 1,389 | $227K |
| Mgo One Seven LLC | 0.01% | Reduce -0.4% | 1,386 | $227K |
| Fearless Solutions, LLC dba Best Invest | 0.17% | — | 1,374 | $225K |
| Tortoise Investment Management, LLC | 0.02% | Add +5.4% | 1,373 | $224K |
| Coppell Advisory Solutions LLC | 0.03% | Add +8.4% | 1,359 | $222K |
| Gladstone Institutional Advisory LLC | 0.01% | No change | 1,352 | $221K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,332 | $219K |
| My Personal CFO, LLC | 0.11% | No change | 1,329 | $217K |
| Heritage Financial Services, LLC | 0.03% | New | 1,324 | $216K |
| Axxcess Wealth Management, LLC | 0.01% | Add +6.0% | 1,313 | $215K |
| Eagle Harbor Asset Management Inc. | 0.21% | No change | 1,312 | $214K |
| Optimist Retirement Group LLC | 0.10% | Add +0.8% | 1,312 | $214K |
| Weaver Consulting Group | 0.07% | New | 1,307 | $214K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -29.6% | 1,290 | $211K |
| One Day In July LLC | 0.02% | No change | 1,264 | $207K |
| Praetorian Wealth Management, Inc. | 0.05% | New | 1,258 | $206K |
| Summit Financial Strategies, Inc. | 0.02% | No change | 1,254 | $205K |
| Powers Advisory Group, LLC | 0.10% | Add +1.5% | 1,252 | $205K |
| Patten & Patten Inc. | 0.01% | No change | 1,251 | $204K |
| Ellis Investment Partners, LLC | 0.04% | Add +1.6% | 1,243 | $203K |
| SignalPoint Asset Management, LLC | 0.05% | Reduce -8.7% | 1,238 | $202K |
| Swisher Financial Concepts, Inc. | 0.24% | Reduce -66.8% | 1,235 | $202K |
| Moseley Investment Management Inc. | 0.08% | Reduce -2.0% | 1,231 | $201K |
| Vermillion Wealth Management, Inc. | 0.10% | — | 1,212 | $198K |
| Advantage Trust Co | 0.11% | Add +186.5% | 1,169 | $191K |
| Farmers & Merchants Investments Inc. | 0.01% | No change | 1,167 | $191K |
| North Star Investment Management Corp. | 0.01% | Add +1.6% | 1,165 | $190K |
| Mather Group, Llc. | 0.00% | Reduce -28.0% | 1,156 | $189K |
| VSM Wealth Advisory, LLC | 0.07% | — | 1,141 | $186K |
| Continuum Advisory, LLC | 0.02% | No change | 1,056 | $173K |
| Medallion Wealth Advisors, LLC | 0.09% | — | 1,005 | $172K |
| Angeles Wealth Management, LLC | 0.01% | New | 1,013 | $166K |
| Whittier Trust Co. | 0.00% | No change | 1,000 | $163K |
| Coston, McIsaac & Partners | 0.05% | Reduce -7.9% | 961 | $157K |
| Barclays PLC | 0.00% | New | 939 | $153K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 924 | $151K |
| Pacific Center for Financial Services | 0.04% | No change | 918 | $150K |
| IFP Advisors, Inc | 0.00% | Add +50.1% | 914 | $149K |
| Basso Capital Management, L.P. | 0.13% | No change | 902 | $147K |
| Caldwell Trust Co | 0.02% | No change | 892 | $146K |
| Financial Perspectives, Inc | 0.05% | No change | 828 | $135K |
| Bokf, NA | 0.00% | Reduce -7.7% | 803 | $131K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +1.3% | 785 | $128K |
| MidAtlantic Capital Management, Inc. | 0.09% | No change | 777 | $127K |
| EnRich Financial Partners LLC | 0.04% | New | 747 | $122K |
| Colony Family Offices, LLC | 0.04% | No change | 740 | $121K |
| Atticus Wealth Management, LLC | 0.04% | Reduce -7.0% | 725 | $118K |
| Progressive Investment Management Corp | 0.03% | No change | 700 | $114K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 700 | $114K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 680 | $111K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 650 | $106K |
| Boyd Watterson Asset Management LLC | 0.03% | No change | 635 | $104K |
| Transce3nd, LLC | 0.03% | — | 622 | $102K |
| Centricity Wealth Management, LLC | 0.09% | — | 583 | $95K |
| First Horizon Advisors, Inc. | 0.00% | No change | 557 | $91K |
| Bellevue Asset Management, LLC | 0.04% | Add +0.2% | 526 | $86K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +74.3% | 516 | $84K |
| Ulland Investment Advisors, LLC | 0.06% | No change | 503 | $82K |
| Valley National Advisers Inc. | 0.01% | No change | 500 | $81K |
| Salomon & Ludwin, LLC | 0.01% | Reduce -2.4% | 493 | $81K |
| St Germain D J Co. Inc. | 0.00% | No change | 460 | $75K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 450 | $74K |
| Bogart Wealth, LLC | 0.00% | No change | 448 | $73K |
| Wingate Wealth Advisors, Inc. | 0.07% | — | 447 | $73K |
| Crewe Advisors LLC | 0.01% | No change | 433 | $71K |
| Howe & Rusling Inc. | 0.01% | Add +39.4% | 432 | $71K |
| Sandy Spring Bank | 0.00% | Add +0.7% | 426 | $70K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 420 | $69K |
| Colonial Trust Co / SC | 0.01% | No change | 420 | $69K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +300.0% | 400 | $65K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | Add +0.8% | 399 | $65K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -7.4% | 398 | $65K |
| GAMMA Investing LLC | 0.01% | Add +4862.5% | 397 | $65K |
| City Holding Co. | 0.01% | Reduce -13.4% | 388 | $63K |
| Paladin Advisory Group, LLC | 0.05% | No change | 380 | $62K |
| WASHINGTON TRUST Co | 0.00% | No change | 380 | $62K |
| Arax Advisory Partners | 0.00% | Add +3.3% | 376 | $62K |
| Center for Financial Planning, Inc. | 0.01% | No change | 375 | $61K |
| Davis Capital Management | 0.05% | No change | 358 | $59K |
| True Wealth Design, LLC | 0.02% | No change | 348 | $57K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.5% | 338 | $55K |
| Signaturefd, LLC | 0.00% | Add +45.7% | 338 | $55K |
| ORG Partners LLC | 0.01% | Add +18.9% | 327 | $53K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 325 | $53K |
| Smithfield Trust Co | 0.00% | No change | 325 | $53K |
| Hopwood Financial Services, Inc. | 0.04% | — | 305 | $50K |
| Lee Danner & Bass Inc. | 0.00% | New | 299 | $49K |
| Carolinas Wealth Consulting LLC | 0.01% | New | 299 | $49K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.4% | 293 | $48K |
| Robbins Farley | 0.02% | Add +5.7% | 277 | $45K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 273 | $45K |
| Barrett & Company, Inc. | 0.02% | No change | 275 | $45K |
| Hurley Capital, LLC | 0.03% | — | 257 | $43K |
| Blume Capital Management, Inc. | 0.01% | Reduce -87.7% | 255 | $42K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 250 | $41K |
| AdvisorNet Financial, Inc | 0.00% | No change | 250 | $41K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 248 | $41K |
| Main Street Group, LTD | 0.02% | No change | 245 | $40K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 244 | $40K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +35.2% | 242 | $40K |
| NBT Bank, N.A. | 0.00% | Add +1.3% | 229 | $37K |
| Brown Brothers Harriman & Co. | 0.00% | New | 222 | $36K |
| Financial Gravity Companies, Inc. | 0.01% | Add +2.8% | 218 | $36K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.6% | 198 | $32K |
| Smartleaf Asset Management LLC | 0.00% | No change | 197 | $32K |
| McIlrath & Eck, LLC | 0.00% | No change | 195 | $32K |
| United Community Bank | 0.01% | No change | 190 | $31K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 188 | $31K |
| Twin Lakes Capital Management, LLC | 0.02% | No change | 175 | $29K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 175 | $29K |
| Golden State Wealth Management, LLC | 0.00% | — | 170 | $28K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 167 | $27K |
| Quest 10 Wealth Builders, Inc. | 0.03% | — | 163 | $27K |
| TD Private Client Wealth LLC | 0.00% | Reduce -3.0% | 162 | $26K |
| Aptus Capital Advisors, LLC | 0.00% | Add +28.6% | 162 | $26K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +32.4% | 147 | $24K |
| Brooklyn Investment Group | 0.01% | New | 141 | $23K |
| Larson Financial Group LLC | 0.00% | New | 139 | $23K |
| Russell Investments Group, Ltd. | 0.00% | New | 137 | $22K |
| Minot DeBlois Advisors LLC | 0.02% | — | 136 | $22K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -78.7% | 130 | $21K |
| Raffa Wealth Management, LLC | 0.00% | No change | 130 | $21K |
| Beacon Capital Management, LLC | 0.00% | Add +0.8% | 130 | $21K |
| National Bank of Canada | 0.00% | No change | 127 | $21K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 125 | $20K |
| Tucker Asset Management LLC | 0.00% | New | 123 | $20K |
| NFSG Corp | 0.01% | No change | 119 | $19K |
| Mainstream Capital Management LLC | 0.01% | New | 116 | $19K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -22.2% | 112 | $18K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +9.9% | 111 | $18K |
| Hanson & Doremus Investment Management | 0.00% | No change | 108 | $18K |
| Headlands Technologies LLC | 0.00% | Reduce -90.0% | 110 | $18K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.9% | 107 | $18K |
| NorthRock Partners, LLC | 0.00% | Add +4.9% | 107 | $17K |
| Clearstead Trust, LLC | 0.00% | No change | 106 | $17K |
| Crews Bank & Trust | 0.00% | — | 100 | $16K |
| Bfsg, LLC | 0.00% | No change | 100 | $16K |
| First United Bank & Trust | 0.01% | No change | 90 | $15K |
| Bank of New Hampshire | 0.00% | Reduce -14.3% | 90 | $15K |
| Millstone Evans Group, LLC | 0.01% | — | 89 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 88 | $14K |
| Dogwood Wealth Management LLC | 0.01% | New | 86 | $14K |
| POM Investment Strategies, LLC | 0.01% | No change | 81 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 80 | $13K |
| Tower View Wealth Management LLC | 0.01% | Add +1.3% | 79 | $13K |
| Gables Capital Management Inc. | 0.01% | No change | 79 | $13K |
| Addison Advisors LLC | 0.00% | No change | 75 | $12K |
| Asset Dedication, LLC | 0.00% | Reduce -98.7% | 70 | $11K |
| Monetary Management Group Inc. | 0.00% | No change | 68 | $11K |
| Community Bank, N.A. | 0.00% | No change | 65 | $11K |
| TD Capital Management LLC | 0.00% | No change | 60 | $10K |
| Deutsche Bank AG | 0.00% | No change | 59 | $10K |
| FSA Wealth Management LLC | 0.00% | Add +1.9% | 55 | $9K |
| Blue Trust, Inc. | 0.00% | New | 50 | $8K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 49 | $8K |
| Synergy Asset Management, LLC | 0.00% | New | 42 | $7K |
| New Millennium Group LLC | 0.00% | Add +2.3% | 44 | $7K |
| Key Financial Inc | 0.00% | Add +10.8% | 41 | $7K |
| AllSquare Wealth Management LLC | 0.00% | No change | 40 | $7K |
| Bray Capital Advisors | 0.00% | No change | 35 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 32 | $5K |
| Gould Capital, LLC | 0.00% | No change | 30 | $5K |
| Adirondack Trust Co. | 0.00% | No change | 30 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -81.3% | 29 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 20 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 20 | $3K |
| GeoWealth Management, LLC | 0.00% | No change | 20 | $3K |
| Providence First Trust Co | 0.00% | New | 19 | $3K |
| Princeton Global Asset Management LLC | 0.00% | No change | 15 | $2K |
| Independence Bank of Kentucky | 0.00% | No change | 15 | $2K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 12 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 12 | $2K |
| Noble Wealth Management PBC | 0.00% | — | 11 | $2K |
| Westside Investment Management, Inc. | 0.00% | New | 10 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -87.5% | 1 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 5 | $817 |
| Integrity Financial Corp | 0.00% | No change | 4 | $654 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 3 | $491 |
| West Branch Capital LLC | 0.00% | New | 2 | $327 |
| Hexagon Capital Partners LLC | 0.00% | No change | 1 | $141 |
"% of holder's portfolio" is VPU's weight in each manager's 13F, not the share of Vanguard Utilities ETF the manager owns.