Vanguard Short-Term TipsVTIPETF
13F holders, Q2 2024 (June 30)730holders +13
59new positions
56sold out
3famous investors
$48.36avg. 13F price*
At the end of Q2 2024, 730 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 13 from Q1 2024. 59 opened new positions and 56 sold out. The largest holders were Sei Investments Co. ($393.1M), FMR LLC ($325.3M) and Valmark Advisers, Inc. ($273.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Short-Term Tips
- CUSIP
- 922020805
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $64.9M |
| Exits | 56 | $138.0M |
All 13F filers, Q1 2024 → Q2 2024: 12,331,961 shares bought and 11,096,196 shares sold, net +1,235,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 730 holders
| Sei Investments Co. | 0.56% | Add +2.7% | 8,099,037 | $393.1M |
| FMR LLC | 0.02% | Reduce -10.4% | 6,701,340 | $325.3M |
| Valmark Advisers, Inc. | 4.64% | Add +4.6% | 5,625,098 | $273.0M |
| Cambridge Associates LLC /Ma/ | 11.04% | Add +241.6% | 4,960,059 | $240.8M |
| Heritage Wealth Advisors | 10.56% | Add +3.0% | 4,818,982 | $233.9M |
| Bank of America Corp. | 0.02% | Reduce -5.4% | 3,698,332 | $179.5M |
| Morgan Stanley | 0.01% | Reduce -11.9% | 3,669,493 | $178.1M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.83% | Add +3.2% | 3,297,294 | $160.1M |
| Betterment LLC | 0.38% | Reduce -10.0% | 3,009,028 | $146.1M |
| Goldman Sachs Group Inc. | 0.03% | Add +40.4% | 2,638,969 | $128.1M |
| Buckingham Strategic Wealth, LLC | 1.21% | Add +8.5% | 2,400,318 | $116.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -7.8% | 2,177,792 | $105.7M |
| Wells Fargo & Company | 0.03% | Reduce -3.4% | 2,018,771 | $98.0M |
| Wealthspire Advisors, LLC | 1.15% | Add +6.7% | 1,842,349 | $89.4M |
| Alesco Advisors, LLC, An ESL Co | 2.84% | Add +0.3% | 1,783,406 | $86.6M |
| HighTower Advisors, LLC | 0.12% | Reduce -2.5% | 1,531,579 | $74.3M |
| LPL Financial LLC | 0.04% | Reduce -7.5% | 1,473,648 | $71.5M |
| Satovsky Asset Management LLC | 16.73% | Add +29.7% | 1,434,234 | $69.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -5.8% | 1,424,295 | $69.1M |
| Corient Private Wealth LP | 0.11% | Add +6.3% | 1,298,147 | $63.0M |
| UBS Group AG | 0.02% | Reduce -13.2% | 1,259,593 | $61.1M |
| Klingman & Associates, LLC | 3.78% | Reduce -4.8% | 1,152,021 | $55.9M |
| Savant Capital, LLC | 0.52% | Add +46.1% | 1,069,441 | $51.9M |
| Franklin Resources Inc. | 0.02% | Reduce -14.3% | 1,064,432 | $51.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -3.8% | 1,012,746 | $49.2M |
| Adventist Health System/ West | 7.62% | No change | 966,530 | $46.9M |
| Renaissance Technologies | 0.07% | Add +38.7% | 832,200 | $40.4M |
| Beaird Harris Wealth Management, LLC | 3.67% | Add +2.7% | 803,679 | $39.0M |
| New York Life Investment Management LLC | 0.39% | Add +409.4% | 788,855 | $38.3M |
| Cetera Investment Advisers | 0.09% | Reduce -3.5% | 776,656 | $37.7M |
| Studio Investment Management LLC | 8.51% | Add +12.5% | 770,849 | $37.4M |
| True Link Financial Advisors, LLC | 3.39% | Add +1.3% | 752,938 | $36.5M |
| Ameriprise Financial Inc. | 0.01% | Add +27.3% | 742,967 | $36.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 717,870 | $34.8M |
| Assetmark, Inc. | 0.11% | Add +2.9% | 717,117 | $34.8M |
| Bleakley Financial Group, LLC | 0.99% | Add +7.9% | 709,626 | $34.4M |
| Simplicity Wealth,LLC | 0.78% | Add +7.9% | 709,480 | $34.4M |
| Beacon Capital Management, Inc. | 1.41% | Reduce -9.1% | 673,452 | $32.7M |
| Royal Bank of Canada | 0.01% | Reduce -22.8% | 645,896 | $31.4M |
| Marotta Asset Management | 6.36% | Add +2.3% | 639,271 | $30.7M |
| Efficient Advisors, LLC | 1.96% | Add +2.9% | 621,349 | $30.2M |
| Compton Financial Group, LLC | 9.12% | Add +7.1% | 578,677 | $28.1M |
| Moller Wealth Partners | 7.39% | Add +2.1% | 570,359 | $27.7M |
| Morningstar Investment Services LLC | 0.30% | Reduce -13.0% | 566,023 | $27.5M |
| DORVAL Corp | 11.36% | Add +4.7% | 533,871 | $25.8M |
| Focus Partners Advisor Solutions, LLC | 0.67% | Add +52.6% | 526,006 | $25.5M |
| Kestra Advisory Services, LLC | 0.14% | Add +722.8% | 578,526 | $25.4M |
| Stifel Financial Corp. | 0.03% | Reduce -7.2% | 520,912 | $25.3M |
| Schorn Wealth LLC | 9.01% | Add +4.5% | 519,009 | $25.2M |
| Rappaport Reiches Capital Management, LLC | 7.22% | Add +5.2% | 504,534 | $24.5M |
| Wealthfront Advisers LLC | 0.08% | Add +35.0% | 492,574 | $23.9M |
| Leonard Rickey Investment Advisors P.L.L.C. | 5.47% | Add +3.6% | 470,569 | $22.8M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 461,367 | $22.4M |
| Osaic Holdings, Inc. | 0.05% | Reduce -38.2% | 447,035 | $21.7M |
| Alaska Permanent Capital Management, LLC | 1.81% | Reduce -19.2% | 436,629 | $21.2M |
| ProVise Management Group, LLC | 1.75% | Reduce -0.5% | 423,004 | $20.5M |
| Creative Planning | 0.02% | Add +41.3% | 422,428 | $20.5M |
| Cerity Partners LLC | 0.05% | Add +18.5% | 410,944 | $19.9M |
| Financial Consulate, Inc. | 5.77% | Add +2.3% | 405,831 | $19.7M |
| Fairway Wealth LLC | 11.03% | Add +38.3% | 385,587 | $18.7M |
| Twin Focus Capital Partners, LLC | 2.96% | Add +0.8% | 382,234 | $18.6M |
| Apella Capital, LLC | 0.81% | Add +38.1% | 375,156 | $18.1M |
| Brickley Wealth Management | 3.96% | Add +1.0% | 372,170 | $18.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -18.3% | 368,208 | $17.9M |
| Abbrea Capital, LLC | 2.33% | Reduce -0.2% | 362,781 | $17.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -10.9% | 350,728 | $17.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -9.7% | 349,357 | $17.0M |
| Farmers & Merchants Investments Inc. | 0.55% | Reduce -2.3% | 338,563 | $16.4M |
| Portland Global Advisors LLC | 2.19% | Add +5.7% | 332,598 | $16.1M |
| Stratos Investment Management, LLC | 1.24% | Add +15.2% | 309,550 | $15.0M |
| Raymond James & Associates | 0.01% | Reduce -1.1% | 282,143 | $13.7M |
| Baron Financial Group, LLC | 8.55% | Reduce -2.2% | 277,115 | $13.5M |
| Symmetry Partners, LLC | 0.69% | Add +4855.7% | 275,882 | $13.4M |
| Money Design Co.,Ltd. | 0.71% | Reduce -16.1% | 273,110 | $13.3M |
| Gibson Wealth Advisors LLC | 12.26% | Reduce -0.9% | 269,894 | $13.1M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -18.3% | 269,731 | $13.1M |
| Van Strum & Towne Inc. | 4.74% | Reduce -2.7% | 268,996 | $13.1M |
| Prosperity Planning, Inc. | 4.33% | New | 260,115 | $12.6M |
| Focus Partners Wealth | 0.04% | New | 256,246 | $12.4M |
| AMG National Trust Bank | 0.34% | Reduce -3.5% | 255,068 | $12.4M |
| Deane Retirement Strategies, Inc. | 6.24% | Add +0.1% | 251,896 | $12.2M |
| Trust Co. of Vermont | 0.64% | Reduce -4.0% | 242,689 | $11.8M |
| Mariner, LLC | 0.02% | Reduce -6.8% | 238,560 | $11.6M |
| Flow Traders U.S. LLC | 0.57% | Reduce -43.8% | 236,706 | $11.5M |
| Chemistry Wealth Management LLC | 2.96% | Add +1.0% | 235,691 | $11.4M |
| Alaska Wealth Advisors, LLC | 1.72% | Reduce -2.4% | 228,009 | $11.1M |
| Burton Enright Welch | 2.49% | Add +46.2% | 222,947 | $10.8M |
| Truist Financial Corp. | 0.02% | Reduce -11.7% | 222,572 | $10.8M |
| Whitegate Investment Counselors, Inc. | 3.06% | Add +2.1% | 222,472 | $10.8M |
| Eagle Ridge Investment Management | 0.98% | Add +2.6% | 218,931 | $10.6M |
| Atmos Advisory, LLC | 8.31% | Add +2.7% | 218,928 | $10.6M |
| Northwest Wealth Management, LLC | 2.71% | Add +10.4% | 215,861 | $10.5M |
| LPWM LLC | 3.42% | Reduce -0.3% | 205,132 | $9.9M |
| First Hawaiian Bank | 0.33% | Reduce -51.1% | 199,436 | $9.7M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -2.1% | 198,774 | $9.6M |
| Boston Family Office LLC | 0.69% | Add +28.0% | 197,922 | $9.6M |
| Asset Allocation Strategies LLC | 3.18% | Reduce -4.5% | 194,996 | $9.5M |
| Roberts Glore & Co. Inc. | 2.82% | Add +3.6% | 192,782 | $9.4M |
| Advisory Services Network, LLC | 0.19% | Add +4.9% | 190,562 | $9.2M |
| Lifeworks Advisors, LLC | 2.56% | Reduce -10.7% | 189,141 | $9.2M |
| Roble, Belko & Company, Inc | 1.53% | Add +26.3% | 188,286 | $9.1M |
| Cresset Asset Management, LLC | 0.04% | Reduce -5.7% | 186,505 | $9.1M |
| Jane Street Group, LLC | 0.01% | Reduce -1.0% | 184,120 | $8.9M |
| North Star Investment Management Corp. | 0.66% | Reduce -4.2% | 184,032 | $8.9M |
| MML Investors Services, LLC | 0.03% | Reduce -16.3% | 178,055 | $8.6M |
| Sofi Wealth, LLC | 0.72% | Add +11.1% | 176,122 | $8.5M |
| Mgo One Seven LLC | 0.40% | Add +917.8% | 175,221 | $8.5M |
| Hart & Patterson Financial Group LLC | 4.20% | Reduce -0.2% | 174,844 | $8.5M |
| Cherry Tree Wealth Management, LLC | 2.12% | Reduce -0.8% | 174,169 | $8.5M |
| Axxcess Wealth Management, LLC | 0.23% | Reduce -15.0% | 174,014 | $8.4M |
| Captrust Financial Advisors | 0.03% | Add +243.5% | 589,345 | $8.2M |
| Emprise Bank | 5.03% | Add +47.0% | 168,112 | $8.2M |
| Jeppson Wealth Management, LLC | 3.08% | Reduce -0.0% | 166,164 | $8.1M |
| Capital Asset Advisory Services LLC | 0.43% | Reduce -18.5% | 164,792 | $7.9M |
| Apollon Wealth Management, LLC | 0.24% | Reduce -7.8% | 163,138 | $7.9M |
| TrueWealth Financial Partners | 5.00% | Add +9.8% | 159,491 | $7.7M |
| Perigon Wealth Management, LLC | 0.22% | Reduce -9.8% | 158,116 | $7.7M |
| Equitable Holdings, Inc. | 0.08% | Reduce -2.9% | 155,183 | $7.5M |
| Secure Asset Management, LLC | 1.38% | Add +171.3% | 150,425 | $7.3M |
| Graves Light Lenhart Wealth, Inc. | 0.82% | Reduce -2.5% | 148,654 | $7.1M |
| Magnus Financial Group LLC | 0.79% | Add +1.0% | 144,734 | $7.0M |
| Mercer Global Advisors Inc. | 0.02% | Add +26.3% | 142,017 | $6.9M |
| Gradient Capital Advisors, LLC | 2.43% | Add +2.8% | 139,801 | $6.8M |
| Clarity Capital Advisors, LLC | 5.13% | Add +4.4% | 136,746 | $6.6M |
| Brookstone Capital Management | 0.11% | Add +7.3% | 137,166 | $6.6M |
| Nova R Wealth, Inc. | 3.42% | Add +5.1% | 136,697 | $6.6M |
| North Ridge Wealth Advisors, Inc. | 4.87% | Add +4.7% | 132,191 | $6.4M |
| Mayport, LLC | 2.26% | Add +22.2% | 131,006 | $6.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -3.3% | 130,523 | $6.3M |
| Banco Santander, S.A. | 0.08% | No change | 130,387 | $6.3M |
| Prudential Financial Inc. | 0.01% | Add +7.9% | 130,383 | $6.3M |
| Sovereign Financial Group, Inc. | 1.56% | Reduce -1.1% | 129,123 | $6.3M |
| Phillips Financial Management, LLC | 0.51% | Reduce -1.4% | 126,810 | $6.2M |
| US Bancorp \de | 0.01% | Reduce -2.4% | 125,993 | $6.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -2.1% | 125,177 | $6.1M |
| Mullaney, Keating & Wright, Inc. | 4.70% | — | 124,825 | $6.1M |
| Peirce Capital Management, LLC | 3.18% | Add +2.3% | 123,714 | $6.0M |
| Florin Court Capital LLP | 8.17% | Add +9.0% | 122,300 | $5.9M |
| Timber Creek Capital Management LLC | 1.75% | Reduce -12.0% | 119,755 | $5.8M |
| Fort Vancouver Investment Management, LLC | 5.58% | — | 119,739 | $5.8M |
| Evermay Wealth Management LLC | 0.93% | Reduce -1.1% | 119,014 | $5.8M |
| SWAN Capital LLC | 3.15% | Add +230.0% | 118,969 | $5.8M |
| Jackson Thornton Wealth Management, LLC | 0.88% | Add +365.6% | 118,754 | $5.8M |
| Nisa Investment Advisors, LLC | 0.04% | New | 116,700 | $5.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.7% | 116,128 | $5.6M |
| Fiduciary Trust Co | 0.08% | Reduce -9.3% | 115,846 | $5.6M |
| FIDELIS iM, LLC | 2.75% | Add +4.2% | 115,287 | $5.6M |
| Private Advisor Group, LLC | 0.04% | Reduce -6.4% | 114,866 | $5.6M |
| Gould Asset Management LLC | 1.26% | Reduce -2.4% | 112,352 | $5.5M |
| Archvest Wealth Advisors, Inc. | 3.59% | Reduce -31.7% | 112,679 | $5.4M |
| Scotia Capital Inc. | 0.03% | Add +0.8% | 110,094 | $5.3M |
| Lido Advisors, LLC | 0.04% | Add +26.2% | 109,131 | $5.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -1.1% | 107,350 | $5.2M |
| Ethos Financial Group, LLC | 0.92% | Add +1.0% | 107,229 | $5.2M |
| Lutz Financial Services LLC | 0.45% | Reduce -2.5% | 107,095 | $5.2M |
| Certified Advisory Corp | 0.65% | Reduce -0.4% | 106,336 | $5.2M |
| Sepio Capital, LP | 0.47% | Add +6.3% | 106,165 | $5.2M |
| Essential Planning, LLC. | 2.25% | Add +1.3% | 105,510 | $5.1M |
| SJS Investment Consulting Inc. | 0.97% | Add +35.0% | 103,563 | $5.0M |
| Family CFO Inc | 3.08% | Add +11.2% | 103,158 | $5.0M |
| Dynamic Advisor Solutions LLC | 0.16% | Add +4.6% | 102,904 | $5.0M |
| Passive Capital Management, LLC. | 1.84% | Reduce -0.0% | 102,038 | $5.0M |
| White Lighthouse Investment Management Inc. | 0.94% | Add +5.6% | 100,215 | $4.9M |
| Rehmann Capital Advisory Group | 0.35% | Add +6.7% | 99,309 | $4.8M |
| Colorado Capital Management, Inc. | 2.65% | Add +4.9% | 159,548 | $4.7M |
| Thompson Siegel & Walmsley LLC | 0.08% | Reduce -1.7% | 97,390 | $4.7M |
| Austin Asset Management Co Inc | 1.00% | Reduce -0.8% | 97,201 | $4.7M |
| Diversify Wealth Management, LLC | 0.58% | — | 96,525 | $4.7M |
| Citigroup Inc. | 0.00% | Add +2.4% | 96,362 | $4.7M |
| Family Wealth Partners, LLC | 2.39% | Add +11.4% | 95,055 | $4.6M |
| West Paces Advisors Inc. | 1.20% | Add +19.2% | 95,021 | $4.6M |
| Meritas Wealth Management, LLC | 3.10% | Add +2.4% | 90,578 | $4.4M |
| Cardiff Park Advisors, LLC | 0.41% | Add +2.5% | 87,939 | $4.3M |
| Schechter Investment Advisors, LLC | 0.32% | Add +1.9% | 87,670 | $4.3M |
| One Degree Advisors Inc | 2.01% | Add +8.5% | 85,654 | $4.2M |
| Cwm, LLC | 0.02% | Add +294.0% | 83,395 | $4.0M |
| Hutchinson Capital Management | 0.82% | Reduce -5.4% | 82,952 | $4.0M |
| Shotwell Rutter Baer Inc | 3.51% | New | 82,047 | $4.0M |
| Bartlett & Co. Wealth Management LLC | 0.06% | Reduce -0.3% | 81,478 | $4.0M |
| RAM Investment Partners, LLC | 1.14% | Add +2.6% | 81,010 | $3.9M |
| Anderson Hoagland & Co. | 0.41% | Reduce -5.7% | 80,167 | $3.9M |
| Webster Bank, N. A. | 0.42% | Reduce -2.0% | 79,342 | $3.9M |
| First American Trust, FSB | 0.38% | Add +15.9% | 78,926 | $3.8M |
| C M Bidwell & Associates Ltd. | 2.57% | Add +7.4% | 78,925 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 0.15% | Reduce -1.1% | 78,728 | $3.8M |
| Seven Post Investment Office LP | 0.68% | Reduce -0.9% | 75,286 | $3.7M |
| AQR Capital Management | 0.01% | New | 75,282 | $3.7M |
| Heritage Trust Co | 0.47% | Reduce -12.0% | 73,779 | $3.6M |
| Cornerstone National Bank & Trust Co | 1.74% | Add +8.3% | 73,081 | $3.5M |
| Total Wealth Planning, LLC | 0.58% | Reduce -1.9% | 72,935 | $3.5M |
| Private Wealth Management Group, LLC | 1.50% | Reduce -3.7% | 71,391 | $3.5M |
| Spire Wealth Management | 0.12% | Reduce -3.1% | 70,530 | $3.4M |
| Ritholtz Wealth Management | 0.11% | Reduce -8.6% | 70,496 | $3.4M |
| Vectors Research Management, LLC | 1.05% | Reduce -69.6% | 70,479 | $3.4M |
| Conrad Siegel Investment Advisors, Inc. | 0.99% | Reduce -0.2% | 70,379 | $3.4M |
| Rinkey Investments | 1.22% | Add +9.5% | 69,919 | $3.4M |
| American Trust | 0.26% | Add +625.5% | 66,230 | $3.2M |
| Schwallier Wealth Management LLC | 2.59% | New | 65,789 | $3.2M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -9.4% | 63,001 | $3.1M |
| Altiora Financial Group, LLC | 0.73% | Reduce -18.2% | 62,698 | $3.0M |
| Dravo Bay LLC | 1.67% | Add +13.4% | 62,103 | $3.0M |
| Breakwater Capital Group | 0.68% | Add +50.9% | 61,771 | $3.0M |
| Hurlow Wealth Management Group, Inc. | 1.02% | Add +6.0% | 61,146 | $3.0M |
| D.A. Davidson & Co. | 0.03% | Reduce -10.3% | 60,563 | $2.9M |
| Almanack Investment Partners, LLC. | 0.49% | Reduce -54.0% | 60,455 | $2.9M |
| Sage Rhino Capital LLC | 0.69% | Add +0.3% | 59,794 | $2.9M |
| Roundview Capital LLC | 0.23% | Reduce -1.3% | 59,627 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.4% | 59,070 | $2.9M |
| Apriem Advisors | 0.35% | Reduce -0.3% | 58,984 | $2.9M |
| Fulton Bank, N.A. | 0.12% | Add +25.5% | 58,581 | $2.8M |
| Motley Fool Wealth Management, LLC | 0.14% | Add +1.8% | 58,060 | $2.8M |
| JMG Financial Group, Ltd. | 0.10% | Reduce -2.3% | 57,099 | $2.8M |
| Shira Ridge Wealth Management | 1.53% | Reduce -5.9% | 56,522 | $2.7M |
| Morningstar Investment Management LLC | 0.29% | No change | 56,437 | $2.7M |
| D. Scott Neal, Inc. | 1.52% | No change | 56,296 | $2.7M |
| Connable Office Inc. | 0.29% | Add +1.0% | 56,123 | $2.7M |
| Wealthcare Advisory Partners LLC | 0.08% | Reduce -35.7% | 54,380 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Add +29.1% | 54,220 | $2.6M |
| Boston Standard Wealth Management, LLC | 0.58% | Reduce -6.7% | 54,084 | $2.6M |
| Flagship Harbor Advisors, LLC | 0.16% | Reduce -1.8% | 53,816 | $2.6M |
| Monarch Capital Management Inc. | 0.77% | Reduce -4.0% | 53,777 | $2.6M |
| Disciplined Investments, LLC | 1.35% | Reduce -7.5% | 52,289 | $2.5M |
| Nepc LLC | 0.08% | Add +43.8% | 51,214 | $2.5M |
| Squire Investment Management Company, LLC | 1.41% | Add +11.8% | 51,126 | $2.5M |
| Sensible Financial Planning & Management, LLC. | 0.53% | Reduce -5.4% | 50,760 | $2.5M |
| Pasadena Private Wealth, LLC | 0.57% | Reduce -72.2% | 50,668 | $2.5M |
| Sigma Planning Corp | 0.08% | Add +17.4% | 50,562 | $2.5M |
| Maryland Capital Advisors Inc. | 1.31% | Add +8.4% | 50,145 | $2.4M |
| Chicago Partners Investment Group LLC | 0.09% | Reduce -4.8% | 49,973 | $2.4M |
| Glenview Trust Co | 0.05% | Add +10.3% | 49,481 | $2.4M |
| Rede Wealth, LLC | 2.21% | Add +42.3% | 49,361 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -12.3% | 48,574 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -16.7% | 48,486 | $2.4M |
| Pine Harbor Wealth Management, LLC | 1.38% | Reduce -14.7% | 48,299 | $2.3M |
| Waverly Advisors, LLC | 0.05% | Reduce -26.6% | 47,846 | $2.3M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -25.4% | 47,613 | $2.3M |
| Fifth Third Securities, Inc. | 0.21% | Reduce -9.8% | 47,586 | $2.3M |
| Marex Group Ltd | 0.06% | Add +373.1% | 47,315 | $2.3M |
| Arbor Investment Advisors, LLC | 0.33% | Add +1.3% | 46,652 | $2.3M |
| BBR Partners, LLC | 0.19% | No change | 46,632 | $2.3M |
| Cranbrook Wealth Management, LLC | 0.56% | Reduce -6.1% | 46,517 | $2.3M |
| Equity Investment Corp. | 0.06% | Reduce -0.4% | 45,878 | $2.2M |
| Yeomans Consulting Group, Inc. | 0.86% | Add +96.0% | 45,800 | $2.2M |
| Level Financial Advisors | 0.96% | Reduce -2.3% | 45,662 | $2.2M |
| Mather Group, Llc. | 0.03% | Reduce -33.0% | 46,149 | $2.2M |
| Destiny Wealth Partners, LLC | 0.39% | Reduce -69.7% | 45,251 | $2.2M |
| Visionary Wealth Advisors | 0.14% | New | 44,841 | $2.2M |
| Advisory Alpha, LLC | 0.09% | Reduce -7.1% | 44,678 | $2.2M |
| Partners Capital Investment Group, LLP | 0.04% | Add +385.6% | 44,618 | $2.2M |
| Legacy Financial Group, Inc. | 0.82% | Reduce -0.8% | 44,608 | $2.2M |
| Sharper & Granite LLC | 1.02% | Reduce -2.4% | 44,110 | $2.1M |
| Retirement Planning Group, LLC | 0.13% | Reduce -28.3% | 43,628 | $2.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.40% | Add +5.0% | 43,457 | $2.1M |
| Guild Investment Management, Inc. | 2.41% | New | 43,390 | $2.1M |
| Elevate Wealth Advisory, Inc. | 1.70% | Reduce -2.6% | 43,237 | $2.1M |
| Veery Capital, LLC | 0.85% | Reduce -1.6% | 43,032 | $2.1M |
| Chesley Taft & Associates LLC | 0.10% | Add +0.1% | 42,999 | $2.1M |
| Staley Capital Advisers Inc. | 0.10% | No change | 42,850 | $2.1M |
| Silver Oak Advisory Group, Inc. | 1.15% | Reduce -4.9% | 42,727 | $2.1M |
| Liberty Capital Management, Inc. | 0.49% | Add +1.2% | 42,560 | $2.1M |
| Golden Road Advisors LLC | 1.70% | Reduce -29.1% | 42,745 | $2.1M |
| Lodestar Private Asset Management LLC | 0.28% | Add +2.1% | 42,458 | $2.1M |
| Citadel Advisors | 0.00% | Add +2566.7% | 42,320 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -22.8% | 42,263 | $2.1M |
| Ifrah Financial Services, Inc. | 0.58% | Add +3.9% | 42,169 | $2.0M |
| ARK & TLK Investments, LLC | 0.76% | Add +13.6% | 41,668 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.5% | 41,326 | $2.0M |
| Fortune Financial Advisors, LLC | 1.22% | Add +8.4% | 41,129 | $2.0M |
| AXS Investments LLC | 0.55% | New | 40,944 | $2.0M |
| Israel Discount Bank of New York | 3.16% | Reduce -32.9% | 40,936 | $2.0M |
| Farrell Financial LLC | 1.53% | Add +3.8% | 40,381 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | — | 40,832 | $2.0M |
| Red Lighthouse Investment Management, LLC | 0.81% | Reduce -1.5% | 39,863 | $1.9M |
| Zeit Capital LLC | 1.57% | Reduce -0.4% | 39,716 | $1.9M |
| Balanced Rock Investment Advisors LLC | 1.62% | Add +1.5% | 39,711 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -5.0% | 39,797 | $1.9M |
| Focus Financial Network, Inc. | 0.08% | Reduce -19.0% | 38,719 | $1.9M |
| Earned Wealth Advisors, LLC | 0.71% | Reduce -1.3% | 38,253 | $1.9M |
| CGN Advisors LLC | 0.22% | Reduce -11.3% | 38,248 | $1.9M |
| OMNI 360 Wealth, Inc. | 1.40% | Add +30.7% | 38,010 | $1.8M |
| Plum Street Advisors, LLC | 1.06% | Reduce -2.6% | 37,331 | $1.8M |
| GenTrust, LLC | 0.10% | Reduce -45.9% | 37,109 | $1.8M |
| Curran Financial Partners, LLC | 0.59% | Add +6.8% | 36,642 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +0.5% | 36,601 | $1.8M |
| L. Roy Papp & Associates, LLP | 0.21% | Reduce -18.8% | 36,457 | $1.8M |
| AA Financial Advisors, LLC | 0.62% | Add +1.2% | 36,254 | $1.8M |
| Tradewinds, LLC. | 0.54% | New | 36,198 | $1.8M |
| Lodestone Wealth Management LLC | 0.92% | Add +4.8% | 35,991 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.6% | 35,953 | $1.7M |
| Modera Wealth Management, LLC | 0.03% | Add +0.4% | 35,929 | $1.7M |
| Aerodigm Wealth, LLC | 0.80% | Reduce -0.2% | 35,883 | $1.7M |
| Capital Analysts, LLC | 0.08% | Reduce -6.8% | 35,769 | $1.7M |
| Comerica Bank | 0.01% | Reduce -44.7% | 35,546 | $1.7M |
| Exencial Wealth Advisors, LLC | 0.06% | Reduce -2.2% | 35,342 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.2% | 35,335 | $1.7M |
| Fairview Capital Investment Management, LLC | 0.10% | Add +1.8% | 35,169 | $1.7M |
| Sterling Financial Planning, Inc. | 0.69% | Add +8.6% | 35,149 | $1.7M |
| ArchPoint Investors | 0.63% | No change | 34,614 | $1.7M |
| Round Rock Advisors LLC | 0.41% | Reduce -19.6% | 34,518 | $1.7M |
| Cypress Capital, LLC | 0.45% | Reduce -88.8% | 33,934 | $1.6M |
| TD Private Client Wealth LLC | 0.05% | Reduce -5.0% | 33,689 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -5.0% | 33,001 | $1.6M |
| Glass Jacobson Investment Advisors llc | 0.58% | Add +6.7% | 32,798 | $1.6M |
| Mraz, Amerine & Associates, Inc. | 0.33% | Reduce -36.5% | 32,724 | $1.6M |
| Pekin Hardy Strauss, Inc. | 0.22% | Reduce -3.8% | 32,703 | $1.6M |
| One Wealth Map LLC | 0.97% | Add +0.8% | 32,628 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +23.0% | 32,226 | $1.6M |
| S.A. Mason LLC | 0.88% | Reduce -0.2% | 31,896 | $1.5M |
| Financial Counselors Inc. | 0.02% | Add +2.5% | 31,767 | $1.5M |
| Bulltick Wealth Management, LLC | 0.43% | Reduce -9.0% | 31,704 | $1.5M |
| Hanover Advisors Inc. | 0.68% | Reduce -21.3% | 31,689 | $1.5M |
| Titan Global Capital Management USA LLC | 0.24% | Add +11.0% | 31,520 | $1.5M |
| Principal Securities, Inc. | 0.04% | Reduce -52.0% | 31,382 | $1.5M |
| Townsquare Capital LLC | 0.02% | Add +1.8% | 31,150 | $1.5M |
| Breakwater Investment Management | 0.68% | Reduce -23.7% | 31,122 | $1.5M |
| Bank of Nova Scotia | 0.00% | Reduce -87.5% | 31,100 | $1.5M |
| Choreo, LLC | 0.02% | Add +25.9% | 30,922 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -9.0% | 30,434 | $1.5M |
| Aries Wealth Management | 0.46% | Add +3.4% | 30,335 | $1.5M |
| Creative Financial Designs Inc. | 0.13% | Reduce -3.0% | 29,830 | $1.4M |
| Sage Capital Management, LLC | 0.76% | Reduce -3.7% | 29,726 | $1.4M |
| Brown Wealth Management, LLC | 0.58% | Add +1.4% | 29,532 | $1.4M |
| Marathon Strategic Advisors, LLC | 1.65% | New | 29,082 | $1.4M |
| National Bank of Canada | 0.00% | Reduce -7.1% | 29,360 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +99.8% | 28,803 | $1.4M |
| FDx Advisors, Inc. | 0.39% | Reduce -3.3% | 28,744 | $1.4M |
| Successful Portfolios LLC | 0.96% | Add +0.7% | 28,435 | $1.4M |
| Guggenheim Capital LLC | 0.01% | Add +24.3% | 28,361 | $1.4M |
| WNY Asset Management, LLC | 0.18% | Reduce -27.3% | 28,276 | $1.4M |
| Global Endowment Management, LP | 0.14% | Reduce -43.6% | 28,200 | $1.4M |
| Lakewood Asset Management LLC | 0.94% | Add +9.6% | 27,926 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -10.0% | 27,576 | $1.3M |
| Continuum Advisory, LLC | 0.19% | Add +0.5% | 26,847 | $1.3M |
| Koss-Olinger Consulting, LLC | 0.12% | New | 26,762 | $1.3M |
| Prospera Financial Services Inc | 0.04% | Add +16.8% | 26,147 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -76.9% | 25,870 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +34.4% | 25,904 | $1.2M |
| Larson Financial Group LLC | 0.08% | Reduce -21.3% | 25,299 | $1.2M |
| Mutual Advisors, LLC | 0.04% | Add +6.3% | 25,357 | $1.2M |
| Northstar Group, Inc. | 0.24% | Reduce -35.6% | 24,813 | $1.2M |
| Oppenheimer Asset Management Inc. | 0.02% | Add +10.7% | 24,730 | $1.2M |
| Mustard Seed Financial, LLC | 1.14% | Add +1.9% | 24,616 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -23.4% | 24,455 | $1.2M |
| Washington Trust Bank | 0.12% | Reduce -10.7% | 24,222 | $1.2M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -25.0% | 24,027 | $1.2M |
| Jackson Hole Capital Partners, LLC | 0.25% | Reduce -2.7% | 23,848 | $1.2M |
| Leuthold Group, LLC | 0.13% | Reduce -74.8% | 23,582 | $1.1M |
| SVB Wealth LLC | 0.03% | Reduce -1.4% | 23,497 | $1.1M |
| Csenge Advisory Group | 0.06% | Add +2.1% | 23,312 | $1.1M |
| Birchcreek Wealth Management, LLC | 0.63% | Reduce -37.2% | 23,174 | $1.1M |
| Summit Global Investments | 0.08% | Add +2.0% | 23,159 | $1.1M |
| Maltin Wealth Management, Inc. | 0.60% | Reduce -0.9% | 23,095 | $1.1M |
| Ledyard National Bank | 0.11% | Reduce -4.1% | 22,814 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +10.9% | 22,769 | $1.1M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -2.9% | 22,559 | $1.1M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -39.5% | 22,472 | $1.1M |
| Arete Wealth Advisors, LLC | 0.09% | Add +4.1% | 22,394 | $1.1M |
| Moloney Securities Asset Management, LLC | 0.16% | Reduce -0.6% | 22,291 | $1.1M |
| Courier Capital LLC | 0.09% | Reduce -90.3% | 22,245 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.27% | Reduce -1.3% | 22,090 | $1.1M |
| Wesbanco Bank Inc. | 0.04% | Reduce -23.9% | 21,856 | $1.1M |
| FC Advisory LLC | 0.39% | Add +3.5% | 21,844 | $1.1M |
| Private Ocean, LLC | 0.09% | Add +60.7% | 21,063 | $1.0M |
| Cahill Financial Advisors Inc. | 0.14% | Reduce -2.3% | 20,965 | $1.0M |
| Summit Financial, LLC | 0.05% | Add +4.5% | 20,759 | $1.0M |
| Arlington Financial Advisors, LLC | 0.22% | Add +2.9% | 20,396 | $990K |
| Merriman Wealth Management, LLC | 0.04% | Add +26.9% | 19,733 | $958K |
| Center For Asset Management LLC | 0.63% | Add +13.9% | 19,723 | $957K |
| SimpliFi, Inc. | 0.44% | Reduce -4.5% | 19,677 | $955K |
| Pathstone Holdings, LLC | 0.00% | No change | 19,565 | $950K |
| Tranquilli Financial Advisor LLC | 0.63% | Reduce -38.3% | 19,629 | $943K |
| Graypoint LLC | 0.06% | Reduce -19.5% | 19,221 | $933K |
| AdvisorNet Financial, Inc | 0.08% | Reduce -0.4% | 19,193 | $932K |
| World Investment Advisors | 0.06% | New | 19,014 | $923K |
| Prostatis Group LLC | 0.32% | Reduce -2.7% | 18,966 | $921K |
| Ballentine Partners, LLC | 0.02% | Add +82.7% | 18,888 | $917K |
| Cornerstone Advisors Asset Management, LLC | 0.26% | Reduce -79.8% | 18,844 | $915K |
| Evoke Wealth, LLC | 1.34% | Reduce -95.5% | 18,820 | $914K |
| Unison Advisors LLC | 0.11% | Add +0.1% | 18,561 | $901K |
| Headinvest, LLC | 0.18% | No change | 18,380 | $892K |
| Hemington Wealth Management | 0.30% | No change | 18,138 | $880K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -27.6% | 18,108 | $879K |
| Private Trust Co. NA | 0.09% | Reduce -7.6% | 18,090 | $878K |
| Kings Path Partners LLC | 0.41% | — | 18,081 | $878K |
| Kohmann Bosshard Financial Services, LLC | 0.12% | Reduce -87.7% | 17,830 | $865K |
| BNP Paribas Financial Markets | 0.00% | Add +193.1% | 17,815 | $865K |
| Signet Financial Management, LLC | 0.12% | New | 17,674 | $858K |
| Pallas Capital Advisors LLC | 0.04% | Reduce -0.6% | 17,748 | $858K |
| SignalPoint Asset Management, LLC | 0.23% | Add +0.0% | 17,526 | $851K |
| Independent Wealth Network Inc. | 0.40% | Reduce -1.7% | 17,449 | $847K |
| Crabel Capital Management, LLC | 1.03% | Add +10.3% | 17,307 | $840K |
| Evergreen Capital Management LLC | 0.03% | No change | 17,281 | $839K |
| JT Stratford LLC | 0.16% | Reduce -73.6% | 17,154 | $833K |
| AllSquare Wealth Management LLC | 0.50% | Reduce -0.6% | 17,066 | $828K |
| Clearbridge Investments, LLC | 0.00% | Reduce -22.7% | 17,000 | $825K |
| Black Diamond Financial, LLC | 0.16% | Reduce -0.4% | 16,970 | $824K |
| Kraft Asset Management, LLC | 0.69% | Add +7.4% | 16,906 | $821K |
| McKinley Capital Management LLC | 0.14% | Add +0.9% | 16,831 | $817K |
| Level Four Advisory Services, LLC | 0.04% | Add +0.4% | 16,427 | $797K |
| Physician Wealth Solutions Inc. | 0.57% | Add +13.3% | 16,326 | $792K |
| Avion Wealth | 0.22% | Reduce -27.2% | 16,176 | $785K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -9.0% | 16,167 | $785K |
| Cedar Wealth Management, LLC | 0.25% | Reduce -22.0% | 15,827 | $768K |
| Tilia Fiduciary Partners, Inc. | 0.60% | Reduce -1.6% | 15,749 | $764K |
| Synovus Financial Corp. | 0.01% | Reduce -4.9% | 15,467 | $751K |
| Sagace Wealth Management LLC | 0.73% | — | 15,493 | $748K |
| Legacy PCG, LLC | 0.47% | Reduce -16.0% | 15,287 | $742K |
| Secured Retirement Advisors, LLC | 0.58% | Add +21.9% | 15,212 | $738K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | New | 15,068 | $732K |
| Blair William & Co. | 0.00% | Add +3.4% | 15,038 | $730K |
| Jmac Enterprises LLC | 0.13% | Add +0.3% | 15,032 | $730K |
| Flputnam Investment Management Co. | 0.01% | Reduce -3.7% | 14,880 | $722K |
| American Investment Services, Inc. | 0.13% | Add +6.4% | 14,784 | $718K |
| GTS Securities LLC | 0.01% | Add +156.2% | 14,689 | $713K |
| Laurel Wealth Advisors LLC | 0.12% | Reduce -1.9% | 14,360 | $697K |
| Willow Creek Wealth Management Inc. | 0.08% | Reduce -0.3% | 14,051 | $682K |
| Harbour Investments, Inc. | 0.02% | Reduce -0.3% | 13,862 | $673K |
| Coston, McIsaac & Partners | 0.21% | Add +1.4% | 13,796 | $669K |
| McElhenny Sheffield Capital Management, LLC | 0.23% | No change | 13,442 | $652K |
| Private Harbour Investment Management & Counsel, LLC | 0.67% | No change | 13,170 | $639K |
| Cypress Wealth Services, LLC | 0.14% | Add +0.0% | 13,111 | $636K |
| Hendershot Investments Inc. | 0.09% | Add +17.2% | 13,099 | $636K |
| Caldwell Trust Co | 0.07% | Reduce -12.5% | 13,046 | $633K |
| Mathes Company, Inc. | 0.23% | No change | 13,000 | $631K |
| Sowell Financial Services LLC | 0.03% | Reduce -41.1% | 12,996 | $631K |
| Columbus Macro, LLC | 0.24% | Reduce -13.3% | 12,968 | $628K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -8.5% | 12,829 | $623K |
| Arkos Global Advisors | 0.10% | Reduce -1.8% | 12,814 | $622K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | New | 12,669 | $615K |
| LaSalle St. Investment Advisors, LLC | 0.30% | Add +28.8% | 12,533 | $608K |
| Essex Financial Services, Inc. | 0.04% | Reduce -51.4% | 12,410 | $602K |
| Stone Summit Wealth LLC | 0.21% | Reduce -29.6% | 12,343 | $599K |
| Southland Equity Partners LLC | 0.17% | Add +2.2% | 12,323 | $598K |
| Wealth Group, Ltd. | 0.43% | Add +19.8% | 12,258 | $595K |
| Robinswood Financial LLC | 0.24% | Add +0.0% | 12,188 | $592K |
| Oak Harvest Investment Services | 0.09% | Add +28.2% | 12,084 | $587K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 12,057 | $585K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 12,057 | $585K |
| Moser Wealth Advisors, LLC | 0.32% | Reduce -17.5% | 12,045 | $585K |
| SkyOak Wealth, LLC | 0.13% | No change | 11,795 | $573K |
| StrongBox Wealth, LLC | 0.27% | Add +26.1% | 11,774 | $572K |
| Clear Creek Financial Management, LLC | 0.07% | Add +140.4% | 11,595 | $563K |
| Northeast Investment Management | 0.03% | Reduce -34.8% | 11,550 | $561K |
| Addison Advisors LLC | 0.18% | Reduce -12.9% | 11,374 | $552K |
| Wrenne Financial Planning LLC | 0.37% | New | 11,181 | $543K |
| New Potomac Partners, LLC | 0.29% | Add +7.8% | 11,100 | $539K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -40.1% | 11,048 | $536K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 10,959 | $532K |
| Shayne & Jacobs, LLC | 0.15% | No change | 10,950 | $532K |
| Seed Wealth Management, Inc. | 0.46% | New | 10,790 | $524K |
| FineMark National Bank & Trust | 0.02% | Reduce -4.2% | 10,656 | $517K |
| Strengthening Families & Communities, LLC | 0.15% | New | 10,516 | $510K |
| PFG Advisors | 0.03% | Reduce -51.3% | 10,458 | $508K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -9.1% | 10,452 | $507K |
| Main Street Group, LTD | 0.23% | No change | 10,460 | $503K |
| Pettyjohn, Wood & White, Inc. | 0.10% | Reduce -10.9% | 10,256 | $498K |
| Flagstar Securities, Inc. | 0.14% | Add +0.1% | 10,166 | $493K |
| Evanson Asset Management, LLC | 0.04% | Add +0.0% | 10,063 | $488K |
| Raffa Wealth Management, LLC | 0.14% | Add +16.9% | 9,830 | $477K |
| Integrated Advisors Network LLC | 0.02% | Reduce -21.0% | 9,816 | $476K |
| Root Financial Partners, LLC | 0.11% | Reduce -12.8% | 9,777 | $475K |
| Sandy Spring Bank | 0.02% | No change | 9,626 | $467K |
| Dakota Wealth Management | 0.01% | Reduce -4.6% | 9,623 | $467K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.6% | 9,505 | $461K |
| Shared Vision Wealth Group LLC | 0.27% | Add +7.0% | 9,505 | $461K |
| First Horizon Advisors, Inc. | 0.01% | Add +2.2% | 9,462 | $459K |
| Fortis Capital Management LLC | 0.10% | Add +7.2% | 9,331 | $453K |
| Composition Wealth, LLC | 0.01% | Reduce -10.3% | 9,257 | $449K |
| WealthPLAN Partners, LLC | 0.05% | No change | 9,236 | $448K |
| Kovack Advisors, Inc. | 0.05% | New | 9,200 | $447K |
| Embree Financial Group | 0.09% | Reduce -16.4% | 9,198 | $446K |
| HRT Financial LP | 0.00% | Reduce -70.5% | 9,152 | $444K |
| StoneX Group Inc. | 0.04% | Reduce -39.1% | 9,079 | $441K |
| Avior Wealth Management, LLC | 0.02% | Reduce -2.9% | 9,061 | $440K |
| UMB Bank, n.a. | 0.01% | No change | 9,033 | $438K |
| Hardin Capital Partners, LLC | 0.28% | — | 8,967 | $435K |
| Formidable Asset Management, LLC | 0.07% | New | 8,953 | $435K |
| Eagle Bay Advisors LLC | 0.26% | Reduce -89.5% | 8,896 | $432K |
| Creekside Partners | 0.23% | — | 8,741 | $424K |
| GeoWealth Management, LLC | 0.02% | Reduce -3.3% | 8,633 | $419K |
| Raymond James Trust N.A. | 0.01% | Reduce -12.1% | 8,626 | $419K |
| Matrix Private Capital Group LLC | 0.26% | Reduce -20.8% | 8,600 | $417K |
| Windham Capital Management, LLC | 0.33% | No change | 8,598 | $417K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.2% | 8,518 | $413K |
| Towneley Capital Management, Inc / DE | 0.10% | Reduce -25.6% | 8,477 | $411K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -13.1% | 8,475 | $411K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.18% | Reduce -16.5% | 8,318 | $404K |
| Five Oceans Advisors | 0.21% | Reduce -2.1% | 8,315 | $404K |
| BIP Wealth, LLC | 0.03% | Reduce -36.4% | 8,314 | $404K |
| Lam Group, Inc. | 0.33% | Reduce -36.6% | 8,141 | $395K |
| Arkadios Wealth Advisors | 0.03% | Reduce -10.4% | 8,067 | $392K |
| Wellington Shields & Co., LLC | 0.13% | No change | 8,000 | $388K |
| Strategic Investment Advisors / MI | 0.05% | Add +9.1% | 7,980 | $387K |
| Good Life Advisors, LLC | 0.03% | Add +8.1% | 7,717 | $375K |
| Intellectus Partners, LLC | 0.10% | Reduce -21.6% | 7,630 | $370K |
| Topel & Distasi Wealth Management, LLC | 0.16% | No change | 7,600 | $369K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -33.9% | 7,553 | $367K |
| Capital Investment Services of America, Inc. | 0.04% | No change | 7,500 | $364K |
| Trilogy Capital Inc. | 0.02% | New | 7,392 | $359K |
| Kathmere Capital Management, LLC | 0.04% | New | 7,315 | $355K |
| Bessemer Group Inc. | 0.00% | Add +0.0% | 7,299 | $354K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -31.3% | 7,283 | $354K |
| Summit Financial Strategies, Inc. | 0.04% | Add +2.4% | 7,104 | $345K |
| Arbor Wealth Advisors LLC | 0.33% | No change | 6,950 | $337K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -20.1% | 6,876 | $334K |
| First Interstate Bank | 0.02% | No change | 6,815 | $331K |
| ETF Store, Inc. | 0.34% | Reduce -66.5% | 6,790 | $330K |
| Financial Architects, LLC | 0.22% | Reduce -16.8% | 6,730 | $327K |
| Martel Wealth Advisors LLC | 0.07% | Reduce -21.1% | 6,728 | $327K |
| Astoria Portfolio Advisors LLC. | 0.12% | New | 6,710 | $326K |
| Claris Advisors, LLC / Mo / | 0.17% | New | 6,706 | $325K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -30.1% | 6,692 | $325K |
| Brighton Jones LLC | 0.01% | Reduce -10.1% | 6,683 | $324K |
| EP Wealth Advisors, LLC | 0.00% | Add +59.1% | 6,677 | $324K |
| TAP Consulting, LLC | 0.07% | Reduce -88.2% | 6,612 | $321K |
| Moneco Advisors, LLC | 0.05% | Reduce -16.2% | 6,560 | $318K |
| Hershey Financial Advisers, LLC | 0.29% | — | 6,547 | $318K |
| Smith, Moore & Co. | 0.03% | Reduce -8.4% | 6,542 | $318K |
| Western Wealth Management, LLC | 0.02% | Reduce -0.3% | 6,537 | $317K |
| Waterloo Capital, L.P. | 0.04% | New | 6,518 | $316K |
| Petix & Botte Co | 0.09% | Reduce -41.2% | 6,450 | $313K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 6,424 | $312K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -29.1% | 6,384 | $310K |
| Madden Advisory Services, Inc. | 0.16% | Add +9.8% | 6,304 | $306K |
| Brand Asset Management Group, Inc. | 0.13% | Add +5.0% | 6,293 | $305K |
| PBMares Wealth Management LLC | 0.07% | No change | 6,280 | $305K |
| Grand Wealth Management, LLC | 0.18% | Reduce -0.8% | 6,243 | $303K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | New | 6,234 | $303K |
| Rwa Wealth Partners, LLC | 0.00% | New | 6,230 | $302K |
| Hanson & Doremus Investment Management | 0.05% | No change | 6,221 | $302K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -4.5% | 6,217 | $302K |
| Maia Wealth LLC | 0.09% | — | 6,236 | $302K |
| Rockland Trust Co. | 0.02% | New | 6,206 | $301K |
| Neuberger Berman Group LLC | 0.00% | New | 6,190 | $300K |
| FMB Wealth Management | 0.23% | Add +0.4% | 6,184 | $300K |
| Leavell Investment Management, Inc. | 0.02% | No change | 6,188 | $300K |
| Fingerlakes Wealth Management, Inc. | 0.27% | No change | 6,179 | $300K |
| Angeles Wealth Management, LLC | 0.03% | Reduce -30.3% | 6,160 | $299K |
| Barry Investment Advisors, LLC | 0.10% | Reduce -4.3% | 6,099 | $296K |
| Brewster Financial Planning LLC | 0.25% | No change | 6,037 | $293K |
| GoalFusion Wealth Management, LLC | 0.18% | Reduce -86.0% | 6,018 | $292K |
| Red Wave Investments LLC | 0.11% | No change | 5,997 | $291K |
| Lynx Investment Advisory | 0.21% | — | 5,937 | $288K |
| Archer Investment Corp | 0.08% | No change | 5,935 | $288K |
| US Financial Advisors, LLC | 0.09% | Reduce -4.5% | 5,814 | $282K |
| Dopkins Wealth Management, LLC | 0.17% | Add +11.4% | 5,786 | $281K |
| Verus Financial Partners, Inc. | 0.03% | Reduce -14.2% | 5,734 | $278K |
| WMG Financial Advisors, LLC | 0.15% | Add +5.3% | 5,661 | $275K |
| McLean Asset Management Corp | 0.09% | Reduce -17.2% | 5,601 | $270K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -27.2% | 5,562 | $270K |
| Ameraudi Asset Management, Inc. | 0.12% | Reduce -37.3% | 5,515 | $268K |
| Bremer Bank National Association | 0.05% | No change | 5,500 | $267K |
| Apollon Financial, LLC | 0.09% | Add +11.1% | 5,478 | $266K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -16.7% | 5,470 | $266K |
| Kaizen Financial Strategies | 0.16% | No change | 5,450 | $264K |
| Sonora Investment Management Group, LLC | 0.02% | No change | 5,462 | $262K |
| Arax Advisory Partners | 0.03% | New | 5,345 | $259K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 5,322 | $258K |
| Cambria Investment Management, L.P. | 0.02% | Add +7.6% | 5,249 | $255K |
| Old National Bancorp | 0.01% | No change | 5,219 | $253K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -1.2% | 5,211 | $253K |
| Wbi Investments, LLC | 0.06% | Reduce -43.0% | 5,205 | $253K |
| SPC Financial, Inc. | 0.02% | New | 5,193 | $252K |
| Thrive Capital Management, LLC | 0.12% | Reduce -21.5% | 5,187 | $252K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -49.3% | 5,166 | $251K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -48.3% | 5,121 | $249K |
| Quadrature Capital Ltd | 0.00% | New | 5,101 | $248K |
| Joseph P. Lucia & Associates, LLC | 0.13% | Reduce -10.6% | 5,100 | $248K |
| WealthCare Investment Partners, LLC | 0.11% | Add +10.7% | 5,090 | $247K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +7.9% | 5,030 | $243K |
| Lakeshore Financial Planning, Inc. | 0.12% | Add +0.0% | 5,005 | $243K |
| Merit Financial Group, LLC | 0.01% | Reduce -23.9% | 4,988 | $242K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -19.8% | 5,036 | $242K |
| Virtue Capital Management, LLC | 0.04% | Add +0.3% | 5,006 | $242K |
| Petra Financial Advisors Inc. | 0.17% | Add +9.0% | 4,958 | $241K |
| Dogwood Wealth Management LLC | 0.15% | Add +0.0% | 4,953 | $240K |
| AlphaCore Capital LLC | 0.06% | Add +0.1% | 4,929 | $239K |
| Tenon Financial LLC | 0.19% | Add +0.0% | 4,923 | $239K |
| TD Capital Management LLC | 0.02% | Add +0.0% | 4,898 | $238K |
| Proffitt & Goodson Inc. | 0.04% | No change | 4,873 | $237K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -72.1% | 4,872 | $236K |
| Evercore Wealth Management, LLC | 0.00% | No change | 4,830 | $234K |
| LexAurum Advisors, LLC | 0.06% | Add +5.4% | 4,812 | $234K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.5% | 4,808 | $233K |
| Altfest L J & Co. Inc. | 0.03% | Reduce -13.9% | 4,711 | $229K |
| TruNorth Capital Management, LLC | 0.07% | New | 4,705 | $228K |
| Key Financial Inc | 0.05% | No change | 4,702 | $228K |
| Elser Financial Planning, Inc | 0.04% | — | 4,672 | $227K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 4,638 | $225K |
| KMG Fiduciary Partners, LLC | 0.02% | No change | 4,619 | $224K |
| Susquehanna International Group, LLP | 0.00% | Reduce -99.2% | 4,616 | $224K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.7% | 4,604 | $223K |
| Hilltop Holdings Inc. | 0.03% | New | 4,556 | $221K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 4,549 | $221K |
| CBIZ Investment Advisory Services, LLC | 0.01% | Reduce -0.8% | 4,534 | $220K |
| Roth Financial Partners LLC | 0.09% | New | 4,505 | $219K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -8.0% | 4,520 | $218K |
| Lanark Financial, Inc. | 0.02% | Reduce -8.3% | 4,478 | $217K |
| Burns Matteson Capital Management, LLC | 0.14% | Reduce -16.0% | 4,454 | $216K |
| Soltis Investment Advisors LLC | 0.02% | No change | 4,448 | $216K |
| Sunburst Financial Group, LLC | 0.06% | Reduce -4.5% | 4,446 | $216K |
| Somerset Group LLC | 0.19% | Reduce -76.2% | 4,383 | $213K |
| Obsidian Personal Planning Solutions LLC | 0.13% | Reduce -10.1% | 4,370 | $212K |
| Waldron Private Wealth LLC | 0.01% | No change | 4,363 | $212K |
| PFG Investments, LLC | 0.02% | Reduce -2.3% | 4,359 | $212K |
| Global Trust Asset Management, LLC | 0.08% | Reduce -6.7% | 4,319 | $210K |
| CW Advisors, LLC | 0.00% | New | 4,312 | $209K |
| Clearstead Advisors, LLC | 0.00% | No change | 4,300 | $209K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -66.3% | 4,279 | $208K |
| Empirical Asset Management, LLC | 0.08% | New | 9,262 | $207K |
| VERITY Wealth Advisors | 0.15% | No change | 4,239 | $206K |
| Colonial Trust Co / SC | 0.04% | Reduce -0.1% | 4,239 | $206K |
| Discipline Wealth Solutions, LLC | 0.16% | Reduce -1.9% | 4,202 | $204K |
| Parallel Advisors, LLC | 0.01% | Reduce -15.5% | 4,189 | $203K |
| Two Sigma Securities, LLC | 0.01% | Reduce -27.0% | 4,186 | $203K |
| Accurate Wealth Management, LLC | 0.05% | Reduce -53.6% | 4,193 | $203K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 4,165 | $202K |
| JNBA Financial Advisors | 0.02% | Reduce -13.5% | 4,152 | $202K |
| Partners in Financial Planning | 0.04% | New | 4,148 | $201K |
| Northwest Capital Management Inc | 0.07% | Reduce -33.6% | 4,054 | $197K |
| Jones Financial Companies LLLP | 0.00% | Add +63.8% | 3,726 | $181K |
| Hilltop National Bank | 0.06% | No change | 3,681 | $179K |
| Nvwm, LLC | 0.05% | Reduce -4.0% | 3,570 | $173K |
| Asset Dedication, LLC | 0.01% | Add +15.8% | 3,479 | $169K |
| Ritter Daniher Financial Advisory LLC / DE | 0.05% | No change | 3,400 | $165K |
| Optimum Investment Advisors | 0.07% | No change | 3,374 | $164K |
| Global Retirement Partners, LLC | 0.01% | Add +14.7% | 3,346 | $162K |
| Centaurus Financial, Inc. | 0.01% | Reduce -13.5% | 3,189 | $155K |
| Horizon Financial Services, LLC | 0.09% | Reduce -29.6% | 3,074 | $149K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -10.4% | 3,026 | $147K |
| Anchor Investment Management, LLC | 0.01% | Reduce -10.7% | 2,784 | $135K |
| Rogco, LP | 0.05% | No change | 2,693 | $131K |
| IFP Advisors, Inc | 0.01% | Add +0.4% | 2,643 | $128K |
| Legacy Bridge, LLC | 0.07% | No change | 2,588 | $126K |
| Versant Capital Management, Inc | 0.03% | No change | 2,456 | $119K |
| Fairman Group, LLC | 0.11% | Add +0.1% | 2,202 | $107K |
| Blume Capital Management, Inc. | 0.03% | Reduce -40.5% | 2,200 | $107K |
| Lindbrook Capital, LLC | 0.01% | Reduce -25.9% | 2,000 | $97K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.9% | 1,842 | $89K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,839 | $89K |
| Parkside Financial Bank & Trust | 0.01% | Add +20.5% | 1,765 | $86K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -2.0% | 1,702 | $83K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 1,661 | $81K |
| Bogart Wealth, LLC | 0.00% | No change | 1,618 | $79K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +2.4% | 1,611 | $78K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -61.5% | 1,437 | $70K |
| Rosenberg Matthew Hamilton | 0.02% | Reduce -85.8% | 1,434 | $69K |
| Strategic Investment Solutions, Inc. | 0.02% | — | 1,374 | $67K |
| Washington Trust Advisors, Inc. | 0.01% | Add +51.8% | 1,368 | $66K |
| Trust Co | 0.01% | Reduce -15.1% | 1,357 | $66K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +359.0% | 1,253 | $61K |
| Fifth Third Bancorp | 0.00% | Reduce -52.4% | 1,250 | $61K |
| Register Financial Advisors LLC | 0.03% | Add +0.1% | 1,133 | $55K |
| Vestor Capital, LLC | 0.00% | Add +2.1% | 1,100 | $53K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -42.4% | 1,001 | $49K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 962 | $47K |
| McIlrath & Eck, LLC | 0.01% | No change | 934 | $45K |
| Deutsche Bank AG | 0.00% | No change | 915 | $44K |
| CENTRAL TRUST Co | 0.00% | Reduce -37.9% | 885 | $43K |
| Aspect Partners, LLC | 0.03% | No change | 880 | $43K |
| New Millennium Group LLC | 0.03% | Reduce -94.3% | 809 | $39K |
| Winch Advisory Services, LLC | 0.01% | No change | 747 | $36K |
| Sound Income Strategies, LLC | 0.00% | No change | 741 | $36K |
| Motco | 0.00% | No change | 720 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 686 | $33K |
| Coppell Advisory Solutions LLC | 0.01% | — | 685 | $33K |
| Venturi Wealth Management, LLC | 0.00% | Add +60.5% | 650 | $32K |
| Family Firm, Inc. | 0.01% | New | 634 | $31K |
| Montag A & Associates Inc. | 0.00% | No change | 630 | $31K |
| ORG Partners LLC | 0.00% | New | 567 | $27K |
| Investors Research Corp | 0.01% | Add +8.9% | 536 | $26K |
| Tidemark, LLC | 0.01% | Reduce -50.3% | 535 | $26K |
| Tortoise Investment Management, LLC | 0.00% | No change | 535 | $26K |
| Dagco, Inc. | 0.01% | Reduce -63.9% | 521 | $25K |
| Olistico Wealth, LLC | 0.02% | New | 498 | $24K |
| Financial Freedom, LLC | 0.01% | Reduce -89.6% | 478 | $23K |
| Tompkins Financial Corp. | 0.00% | No change | 452 | $22K |
| NBT Bank, N.A. | 0.00% | Add +0.2% | 442 | $21K |
| Gradient Investments LLC | 0.00% | Reduce -21.1% | 404 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 375 | $18K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 369 | $18K |
| Clear Point Advisors Inc. | 0.01% | No change | 367 | $18K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 355 | $17K |
| Richardson Financial Services Inc. | 0.01% | Add +114.7% | 335 | $16K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 329 | $16K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 300 | $15K |
| TD Waterhouse Canada Inc. | 0.00% | Add +85.4% | 293 | $14K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 250 | $12K |
| Tyler-Stone Wealth Management | 0.01% | No change | 248 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 246 | $12K |
| CGC Financial Services, LLC | 0.01% | No change | 246 | $12K |
| Salem Investment Counselors Inc. | 0.00% | New | 246 | $12K |
| SouthState Bank Corp | 0.00% | No change | 239 | $12K |
| International Assets Investment Management, LLC | 0.00% | New | 212 | $10K |
| Chesapeake Asset Management LLC | 0.01% | No change | 208 | $10K |
| Financial Connections Group, Inc. | 0.00% | New | 190 | $9K |
| Tsfg, LLC | 0.00% | No change | 186 | $9K |
| WR Wealth Planners, LLC | 0.00% | No change | 175 | $8K |
| Beacon Capital Management, LLC | 0.00% | Reduce -20.6% | 139 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -30.8% | 128 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 127 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 117 | $6K |
| Aspire Private Capital, LLC | 0.00% | No change | 106 | $5K |
| Signaturefd, LLC | 0.00% | New | 104 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 100 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 96 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -29.4% | 96 | $5K |
| GAMMA Investing LLC | 0.00% | New | 91 | $4K |
| Red Tortoise LLC | 0.00% | No change | 85 | $4K |
| Castleview Partners, LLC | 0.00% | Reduce -84.1% | 82 | $4K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -22.4% | 76 | $4K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 61 | $3K |
| Caldwell Sutter Capital, Inc. | 0.00% | Reduce -47.8% | 60 | $3K |
| Abound Wealth Management | 0.00% | Add +5700.0% | 58 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 58 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 57 | $3K |
| Hobbs Group Advisors, LLC | 0.00% | — | 56 | $3K |
| Tucker Asset Management LLC | 0.00% | New | 51 | $2K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 38 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 35 | $2K |
| Wiser Advisor Group LLC | 0.00% | New | 30 | $1K |
| Baldwin Wealth Partners LLC | 0.00% | New | 29 | $1K |
| Balefire, LLC | 0.00% | Reduce -57.4% | 23 | $1K |
| NFSG Corp | 0.00% | No change | 13 | $631 |
| Macroview Investment Management LLC | 0.00% | No change | 3 | $149 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $145 |
| Rothschild Investment LLC | 0.00% | New | 1 | $49 |
| Blue Trust, Inc. | 0.00% | No change | 1 | $49 |
| Global Wealth Strategies & Associates | 0.00% | Reduce -97.8% | 1 | $49 |
| First Command Advisory Services, Inc. | 0.00% | New | 90 | $0 |
"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.