Vanguard Short-Term TipsVTIPETF

13F holders, Q3 2024 (September 30)
700holders −30
45new positions
75sold out
3famous investors
$49.06avg. 13F price*

At the end of Q3 2024, 700 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, down 30 from Q2 2024. 45 opened new positions and 75 sold out. The largest holders were JPMorgan Chase & Co. ($951.0M), Goldman Sachs Group Inc. ($475.1M) and Sei Investments Co. ($408.4M). 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

02004006008001,000 Q1 2024: 717Q1 2024Q2 2024: 730Q2 2024Q3 2024: 700Q3 2024Q4 2024: 768Q4 2024Q1 2025: 789Q1 2025Q2 2025: 830Q2 2025Q3 2025: 839Q3 2025Q4 2025: 896Q4 2025Q1 2026: 918Q1 2026Q2 2026: 955Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions45$45.7M
Exits75$109.1M

All 13F filers, Q2 2024 → Q3 2024: 36,658,828 shares bought and 15,199,286 shares sold, net +21,459,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 700 holders

JPMorgan Chase & Co. 0.08% Add +2586.5% 19,285,524 $951.0M
Goldman Sachs Group Inc. 0.09% Add +265.1% 9,634,016 $475.1M
Sei Investments Co. 0.53% Add +2.3% 8,282,808 $408.4M
FMR LLC 0.02% Reduce -6.5% 6,265,836 $309.0M
Valmark Advisers, Inc. 4.44% Add +2.3% 5,754,577 $283.8M
Cambridge Associates LLC /Ma/ 7.93% Reduce -13.4% 4,295,888 $211.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.93% Add +7.5% 3,545,676 $174.8M
Morgan Stanley 0.01% Reduce -4.3% 3,511,528 $173.2M
Bank of America Corp. 0.01% Reduce -7.3% 3,428,202 $169.0M
Betterment LLC 0.33% Reduce -6.8% 2,805,656 $138.3M
Focus Partners Wealth 0.39% Add +870.8% 2,487,589 $122.7M
Envestnet Asset Management Inc. 0.03% Add +0.4% 2,186,638 $107.8M
Focus Partners Advisor Solutions, LLC 2.21% Add +305.0% 2,130,215 $105.0M
Wealthspire Advisors, LLC 1.01% Add +9.2% 2,012,522 $99.2M
Alesco Advisors, LLC, An ESL Co 2.78% Add +2.3% 1,824,471 $90.0M
Wells Fargo & Company 0.02% Reduce -12.1% 1,775,117 $87.5M
Savant Capital, LLC 0.67% Add +53.9% 1,645,770 $81.2M
HighTower Advisors, LLC 0.11% Add +1.5% 1,554,047 $76.6M
Satovsky Asset Management LLC 16.28% Add +2.1% 1,465,060 $72.2M
LPL Financial LLC 0.03% Reduce -2.7% 1,433,268 $70.7M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.8% 1,356,069 $66.9M
Corient Private Wealth LP 0.10% Add +2.2% 1,326,211 $65.4M
Klingman & Associates, LLC 3.49% Reduce -0.8% 1,142,860 $56.4M
UBS Group AG 0.02% Reduce -12.5% 1,101,751 $54.3M
Adventist Health System/ West 7.33% No change 966,530 $47.7M
Northwestern Mutual Wealth Management Co. 0.04% Reduce -5.7% 954,675 $47.1M
Studio Investment Management LLC 8.90% Add +11.4% 859,091 $42.4M
Beacon Capital Management, Inc. 1.75% Add +26.8% 853,884 $42.1M
Renaissance Technologies 0.06% Add +0.7% 837,788 $41.3M
CW Advisors, LLC 0.55% Add +19319.2% 837,357 $41.3M
Beaird Harris Wealth Management, LLC 3.57% Add +3.3% 829,871 $40.9M
True Link Financial Advisors, LLC 3.21% Add +1.8% 766,111 $37.8M
Bleakley Financial Group, LLC 1.13% Add +6.4% 754,999 $37.2M
Assetmark, Inc. 0.10% Add +2.7% 736,336 $36.3M
Compton Financial Group, LLC 10.92% Add +26.7% 733,170 $36.2M
Cetera Investment Advisers 0.08% Reduce -6.9% 723,135 $35.7M
Marotta Asset Management 6.26% Add +1.2% 647,044 $31.9M
Efficient Advisors, LLC 1.96% Add +2.2% 634,806 $31.3M
Cerity Partners LLC 0.07% Add +49.1% 612,781 $30.2M
Moller Wealth Partners 7.18% Add +2.2% 582,685 $28.7M
Royal Bank of Canada 0.01% Reduce -14.3% 553,271 $27.3M
Schorn Wealth LLC 8.96% Add +3.1% 535,153 $26.4M
Rappaport Reiches Capital Management, LLC 6.88% Add +4.0% 524,929 $25.9M
Wealthfront Advisers LLC 0.08% Add +3.0% 507,351 $25.0M
Kestra Advisory Services, LLC 0.14% Reduce -12.3% 507,164 $25.0M
Leonard Rickey Investment Advisors P.L.L.C. 5.39% Add +2.3% 481,474 $23.7M
New York Life Investment Management LLC 0.23% Reduce -40.1% 472,827 $23.3M
Ameriprise Financial Inc. 0.01% Reduce -37.3% 465,747 $23.0M
Bank of New York Mellon Corp 0.00% Reduce -2.5% 449,596 $22.2M
Alaska Permanent Capital Management, LLC 1.72% Add +1.0% 441,084 $21.7M
Evoke Wealth, LLC 0.59% Add +2214.4% 435,562 $21.5M
Financial Consulate, Inc. 5.62% Add +5.7% 428,924 $21.2M
ProVise Management Group, LLC 1.63% Reduce -1.2% 417,951 $20.6M
Creative Planning 0.02% Reduce -5.7% 398,384 $19.6M
Franklin Resources Inc. 0.01% Reduce -62.8% 396,057 $19.4M
Fairway Wealth LLC 9.83% Add +178.3% 1,072,940 $19.4M
Apella Capital, LLC 0.78% Add +2.5% 384,555 $18.9M
Twin Focus Capital Partners, LLC 2.98% Add +0.1% 382,804 $18.9M
Brickley Wealth Management 3.77% Add +0.7% 374,741 $18.5M
Stratos Investment Management, LLC 1.25% Add +17.8% 364,508 $18.0M
Osaic Holdings, Inc. 0.04% Reduce -24.9% 335,948 $16.6M
Portland Global Advisors LLC 2.08% Add +0.8% 335,156 $16.5M
Farmers & Merchants Investments Inc. 0.51% Reduce -2.0% 331,695 $16.4M
Stifel Financial Corp. 0.02% Reduce -36.4% 331,255 $16.3M
Money Design Co.,Ltd. 0.77% Add +14.6% 312,988 $15.4M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -12.6% 305,455 $15.1M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -13.9% 301,877 $14.9M
Commonwealth Equity Services, LLC 0.02% Reduce -18.7% 299,395 $14.8M
Atria Wealth Solutions, Inc. 0.15% Add +1.5% 273,751 $13.5M
Baron Financial Group, LLC 8.07% Reduce -3.5% 267,545 $13.2M
Van Strum & Towne Inc. 4.56% Reduce -0.8% 266,921 $13.2M
AMG National Trust Bank 0.35% Add +2.3% 260,899 $12.9M
Northwest Wealth Management, LLC 2.91% Add +17.4% 253,336 $12.5M
Deane Retirement Strategies, Inc. 6.05% Reduce -0.0% 251,801 $12.4M
Chemistry Wealth Management LLC 2.85% Add +2.4% 241,231 $11.9M
Trust Co. of Vermont 0.60% Reduce -0.7% 241,104 $11.9M
Eagle Ridge Investment Management 1.03% Add +8.5% 237,501 $11.7M
Burton Enright Welch 2.50% Add +6.2% 236,711 $11.7M
Atmos Advisory, LLC 8.00% Add +4.2% 228,214 $11.3M
Whitegate Investment Counselors, Inc. 2.98% Add +2.5% 227,939 $11.2M
Signet Financial Management, LLC 1.42% Add +1179.6% 226,163 $11.2M
SWAN Capital LLC 5.45% Add +89.0% 224,798 $11.1M
Alaska Wealth Advisors, LLC 1.66% Reduce -1.4% 224,740 $11.1M
Lifeworks Advisors, LLC 2.18% Add +18.8% 224,688 $11.1M
Executive Wealth Management, LLC 0.86% New 221,548 $10.9M
LPWM LLC 3.47% Add +5.4% 216,141 $10.6M
Jackson Thornton Wealth Management, LLC 1.39% Add +80.1% 213,911 $10.5M
Emprise Bank 6.04% Add +26.6% 212,773 $10.5M
Mariner, LLC 0.02% Reduce -12.2% 209,579 $10.3M
Roberts Glore & Co. Inc. 2.99% Add +8.6% 209,357 $10.3M
Truist Financial Corp. 0.02% Reduce -8.4% 203,940 $10.1M
Boston Family Office LLC 0.68% Add +2.5% 202,893 $10.0M
Tilson Financial Group, Inc. 4.30% New 201,056 $9.9M
Sofi Wealth, LLC 0.71% Add +11.5% 196,342 $9.7M
Raymond James & Associates 0.01% Reduce -30.5% 195,995 $9.7M
Roble, Belko & Company, Inc 1.52% Add +3.7% 195,190 $9.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.1% 192,590 $9.5M
Advisory Services Network, LLC 0.19% No change 190,562 $9.2M
TrueWealth Financial Partners 5.48% Add +15.8% 184,773 $9.1M
Pasadena Private Wealth, LLC 1.91% Add +258.8% 181,769 $9.0M
North Star Investment Management Corp. 0.60% Reduce -4.1% 176,418 $8.7M
Mgo One Seven LLC 0.37% Add +0.0% 175,280 $8.6M
Hart & Patterson Financial Group LLC 4.04% Reduce -0.9% 173,203 $8.5M
Family CFO Inc 4.79% Add +66.9% 172,166 $8.5M
Equitable Holdings, Inc. 0.08% Add +7.9% 167,406 $8.3M
Jeppson Wealth Management, LLC 2.95% Add +0.6% 167,219 $8.2M
Colorado Capital Management, Inc. 4.04% Add +4.0% 165,971 $8.2M
Cherry Tree Wealth Management, LLC 1.92% Reduce -5.6% 164,344 $8.1M
Secure Asset Management, LLC 1.33% Add +5.8% 159,230 $7.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.08% Add +948.5% 157,996 $7.8M
Cresset Asset Management, LLC 0.03% Reduce -16.6% 155,567 $7.7M
Capital Asset Advisory Services LLC 0.38% Reduce -5.3% 156,144 $7.6M
Perigon Wealth Management, LLC 0.20% Reduce -3.1% 153,166 $7.6M
Mayport, LLC 2.39% Add +15.2% 150,915 $7.4M
MML Investors Services, LLC 0.03% Reduce -17.3% 147,261 $7.3M
First Hawaiian Bank 0.23% Reduce -26.9% 145,755 $7.2M
Prudential Financial Inc. 0.01% Add +10.9% 144,557 $7.1M
Magnus Financial Group LLC 0.72% Reduce -1.5% 142,536 $7.0M
Gradient Capital Advisors, LLC 2.32% Add +1.5% 141,893 $7.0M
Axxcess Wealth Management, LLC 0.18% Reduce -18.5% 141,833 $7.0M
Graves Light Lenhart Wealth, Inc. 0.85% Reduce -5.5% 140,512 $6.9M
Nova R Wealth, Inc. 3.33% Add +0.4% 137,193 $6.8M
North Ridge Wealth Advisors, Inc. 4.59% Add +3.6% 136,974 $6.8M
Wolf Group Capital Advisors 3.21% New 142,425 $6.8M
Mercer Global Advisors Inc. 0.02% Reduce -3.2% 137,424 $6.7M
Clarity Capital Advisors, LLC 4.79% Reduce -1.1% 135,245 $6.7M
Sovereign Financial Group, Inc. 1.55% Add +4.4% 134,756 $6.6M
Natixis Advisors, LLC 0.01% Add +2.2% 133,449 $6.6M
Banco Santander, S.A. 0.08% No change 130,387 $6.4M
Connable Office Inc. 0.64% Add +128.9% 128,496 $6.3M
Steward Partners Investment Advisory, LLC 0.06% Add +2.5% 128,352 $6.3M
Mullaney, Keating & Wright, Inc. 4.35% Add +1.8% 127,032 $6.3M
Fort Vancouver Investment Management, LLC 5.39% Add +5.8% 126,734 $6.2M
Flow Traders U.S. LLC 0.32% Reduce -46.5% 126,734 $6.2M
Peirce Capital Management, LLC 3.08% Add +0.6% 124,480 $6.1M
SJS Investment Consulting Inc. 1.08% Add +19.6% 123,901 $6.1M
Asset Allocation Strategies LLC 1.73% Reduce -36.6% 123,595 $6.1M
Timber Creek Capital Management LLC 1.70% Add +3.0% 123,402 $6.1M
Gould Asset Management LLC 1.24% Add +4.7% 117,644 $5.8M
Rehmann Capital Advisory Group 0.38% Add +17.4% 116,583 $5.7M
Phillips Financial Management, LLC 0.43% Reduce -10.7% 113,306 $5.6M
Fiduciary Trust Co 0.08% Reduce -3.9% 111,328 $5.5M
Private Advisor Group, LLC 0.03% Reduce -3.1% 111,315 $5.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -7.5% 107,456 $5.3M
Ethos Financial Group, LLC 0.87% Reduce -0.8% 106,333 $5.2M
Sepio Capital, LP 0.41% Add +0.1% 106,263 $5.2M
FIDELIS iM, LLC 2.38% Reduce -7.8% 106,261 $5.2M
Austin Asset Management Co Inc 1.06% Add +8.7% 105,606 $5.2M
Essential Planning, LLC. 2.13% Reduce -0.1% 105,451 $5.2M
Lutz Financial Services LLC 0.42% Reduce -2.1% 104,827 $5.2M
White Lighthouse Investment Management Inc. 0.92% Add +3.7% 103,936 $5.1M
Certified Advisory Corp 0.56% Reduce -4.4% 101,673 $5.0M
Dynamic Advisor Solutions LLC 0.15% Reduce -1.5% 101,386 $5.0M
Lido Advisors, LLC 0.04% Reduce -9.3% 98,972 $4.9M
Florin Court Capital LLP 3.82% Reduce -21.2% 96,400 $4.8M
Meritas Wealth Management, LLC 2.94% Add +6.3% 96,334 $4.8M
Family Wealth Partners, LLC 2.37% Reduce -1.0% 94,127 $4.6M
West Paces Advisors Inc. 1.13% Reduce -1.4% 93,651 $4.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -16.3% 89,900 $4.4M
Schechter Investment Advisors, LLC 0.33% Add +2.2% 89,573 $4.4M
Diversify Wealth Management, LLC 0.42% Reduce -7.1% 89,702 $4.4M
Cornerstone National Bank & Trust Co 1.97% Add +21.1% 88,529 $4.4M
US Bancorp \de 0.01% Reduce -30.1% 88,079 $4.3M
Cardiff Park Advisors, LLC 0.38% Reduce -2.0% 86,155 $4.2M
Thompson Siegel & Walmsley LLC 0.06% Reduce -12.1% 85,633 $4.2M
Shotwell Rutter Baer Inc 3.42% Add +3.8% 85,188 $4.2M
EPG Wealth Management LLC 1.03% Add +0.0% 83,042 $4.1M
Spire Wealth Management 0.14% Add +16.6% 82,236 $4.1M
Hutchinson Capital Management 0.76% Reduce -1.6% 81,599 $4.0M
C M Bidwell & Associates Ltd. 2.44% Add +2.6% 80,958 $4.0M
Anderson Hoagland & Co. 0.39% Reduce -2.1% 78,442 $3.8M
Passive Capital Management, LLC. 1.33% Reduce -24.3% 77,236 $3.8M
Breakwater Capital Group 0.76% Add +23.7% 76,389 $3.8M
Webster Bank, N. A. 0.40% Reduce -3.9% 76,279 $3.8M
Seven Post Investment Office LP 0.56% No change 75,286 $3.7M
AQR Capital Management 0.01% No change 75,282 $3.7M
Jane Street Group, LLC 0.01% Reduce -59.3% 74,963 $3.7M
Cary Street Partners Investment Advisory LLC 0.13% Reduce -5.8% 74,204 $3.7M
Ritholtz Wealth Management 0.11% Add +3.1% 72,676 $3.6M
Private Wealth Management Group, LLC 1.39% Reduce -0.1% 71,346 $3.5M
Argent Financial Group, Inc. 0.42% — 71,056 $3.5M
Conrad Siegel Investment Advisors, Inc. 0.94% Add +0.8% 70,948 $3.5M
Richmond Brothers, Inc. 2.15% New 70,761 $3.5M
Citigroup Inc. 0.00% Reduce -26.8% 70,513 $3.5M
Schwallier Wealth Management LLC 2.42% Add +4.4% 68,700 $3.4M
Fulton Bank, N.A. 0.13% Add +17.0% 68,528 $3.4M
RAM Investment Partners, LLC 0.88% Reduce -15.4% 68,514 $3.4M
Wealthcare Advisory Partners LLC 0.10% Add +25.9% 68,482 $3.4M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -16.0% 68,471 $3.4M
Total Wealth Planning, LLC 0.52% Reduce -7.3% 67,618 $3.3M
Morningstar Investment Management LLC 0.32% Add +18.2% 66,727 $3.3M
Hurlow Wealth Management Group, Inc. 1.01% Add +7.1% 65,460 $3.2M
Altiora Financial Group, LLC 0.70% Add +1.9% 63,905 $3.2M
Squire Investment Management Company, LLC 1.49% Add +24.5% 63,636 $3.1M
Visionary Wealth Advisors 0.19% Add +38.5% 62,124 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Add +27.7% 61,907 $3.1M
Sage Rhino Capital LLC 0.65% Add +0.1% 59,852 $3.0M
OneDigital Investment Advisors LLC 0.03% Reduce -5.0% 59,840 $3.0M
NewEdge Advisors, LLC 0.02% Add +10.0% 59,634 $2.9M
Roundview Capital LLC 0.21% Reduce -1.5% 58,733 $2.9M
JMG Financial Group, Ltd. 0.10% Add +1.1% 57,758 $2.8M
Almanack Investment Partners, LLC. 0.43% Reduce -8.6% 55,283 $2.7M
DORVAL Corp 1.12% Reduce -89.6% 55,755 $2.7M
AE Wealth Management LLC 0.02% Add +91.5% 55,173 $2.7M
Captrust Financial Advisors 0.01% Reduce -90.7% 55,038 $2.7M
Maryland Capital Advisors Inc. 1.31% Add +9.3% 54,784 $2.7M
Flagship Harbor Advisors, LLC 0.15% Add +1.6% 54,705 $2.7M
Partners Capital Investment Group, LLP 0.04% Add +22.4% 54,597 $2.7M
Monarch Capital Management Inc. 0.72% Add +0.7% 54,147 $2.7M
Glenview Trust Co 0.05% Add +7.5% 53,203 $2.6M
ARK & TLK Investments, LLC 0.93% Add +26.8% 52,832 $2.6M
Sigma Planning Corp 0.08% Add +4.1% 52,629 $2.6M
Boston Standard Wealth Management, LLC 0.50% Reduce -3.0% 52,458 $2.6M
First American Trust, FSB 0.25% Reduce -34.0% 52,111 $2.6M
Apriem Advisors 0.30% Reduce -11.8% 52,056 $2.6M
Nepc LLC 0.08% No change 51,214 $2.5M
Sensible Financial Planning & Management, LLC. 0.49% Reduce -1.2% 50,155 $2.5M
Cwm, LLC 0.01% Reduce -40.1% 49,908 $2.5M
Chicago Partners Investment Group LLC 0.09% Add +0.5% 50,226 $2.5M
Lodestone Wealth Management LLC 1.21% Add +35.9% 48,899 $2.4M
American Trust 0.20% Reduce -27.0% 48,340 $2.4M
D.A. Davidson & Co. 0.02% Reduce -20.9% 47,874 $2.4M
Arbor Investment Advisors, LLC 0.31% Add +2.3% 47,700 $2.4M
Cranbrook Wealth Management, LLC 0.54% Add +2.4% 47,648 $2.3M
Waverly Advisors, LLC 0.04% Reduce -0.7% 47,491 $2.3M
Performance Wealth Partners, LLC 0.08% Reduce -1.1% 47,068 $2.3M
Avantax Advisory Services, Inc. 0.02% Add +13.4% 46,872 $2.3M
Fifth Third Securities, Inc. 0.22% Reduce -1.8% 46,724 $2.3M
BBR Partners, LLC 0.18% No change 46,632 $2.3M
Seed Wealth Management, Inc. 1.80% Add +324.0% 45,750 $2.3M
Level Financial Advisors 0.86% Add +0.1% 45,698 $2.3M
Equity Investment Corp. 0.05% Reduce -1.4% 45,228 $2.2M
Disciplined Investments, LLC 1.10% Reduce -13.6% 45,205 $2.2M
Veery Capital, LLC 0.83% Add +4.8% 45,112 $2.2M
Destiny Wealth Partners, LLC 0.39% Reduce -0.6% 44,984 $2.2M
Baron Silver Stevens Financial Advisors, LLC 0.39% Add +3.1% 44,805 $2.2M
Farrell Financial LLC 1.54% Add +10.7% 44,684 $2.2M
Legacy Financial Group, Inc. 0.74% Add +0.1% 44,637 $2.2M
Fortune Financial Advisors, LLC 1.96% Add +6.5% 43,783 $2.2M
Earned Wealth Advisors, LLC 0.65% Add +14.0% 43,616 $2.2M
Advisory Alpha, LLC 0.08% Reduce -2.5% 43,576 $2.1M
Northern Trust Corp. 0.00% Add +34.9% 43,473 $2.1M
Sharper & Granite LLC 0.95% Reduce -2.0% 43,243 $2.1M
Elevate Wealth Advisory, Inc. 1.57% Reduce -0.7% 42,943 $2.1M
Staley Capital Advisers Inc. 0.09% No change 42,850 $2.1M
Lodestar Private Asset Management LLC 0.27% Add +0.7% 42,738 $2.1M
Curran Financial Partners, LLC 0.60% Add +16.6% 42,706 $2.1M
Motley Fool Wealth Management, LLC 0.11% Reduce -26.5% 42,650 $2.1M
Silver Oak Advisory Group, Inc. 1.08% Reduce -0.3% 42,579 $2.1M
Ifrah Financial Services, Inc. 0.56% Add +0.7% 42,453 $2.1M
Rinkey Investments 0.67% Reduce -39.8% 42,074 $2.1M
Wbi Investments, LLC 0.50% Add +707.1% 42,012 $2.1M
Stratos Wealth Advisors, LLC 0.09% Reduce -13.7% 41,922 $2.1M
Allworth Financial LP 0.01% Add +5.0% 41,798 $2.1M
Liberty Capital Management, Inc. 0.45% Reduce -2.7% 41,395 $2.0M
Chesley Taft & Associates LLC 0.10% Reduce -4.8% 40,949 $2.0M
Balanced Rock Investment Advisors LLC 1.57% Add +2.4% 40,679 $2.0M
Marex Group Ltd 0.05% Reduce -14.1% 40,656 $2.0M
PNC Financial Services Group, Inc. 0.00% Reduce -31.5% 40,461 $2.0M
Crabel Capital Management, LLC 1.40% Add +133.1% 40,345 $2.0M
Golden Road Advisors LLC 1.56% Reduce -5.7% 40,305 $2.0M
Retirement Planning Group, LLC 0.11% Reduce -8.4% 39,946 $2.0M
Aerodigm Wealth, LLC 1.24% Add +10.6% 39,692 $2.0M
Tradewinds, LLC. 0.60% Add +9.5% 39,626 $2.0M
Zeit Capital LLC 1.50% Reduce -1.1% 39,261 $1.9M
Red Lighthouse Investment Management, LLC 0.75% Reduce -2.2% 38,985 $1.9M
AA Financial Advisors, LLC 0.55% Add +6.5% 38,595 $1.9M
Cypress Capital, LLC 0.49% Add +13.1% 38,367 $1.9M
Plum Street Advisors, LLC 0.96% Add +2.7% 38,335 $1.9M
OMNI 360 Wealth, Inc. 1.30% Add +0.8% 38,306 $1.9M
CGN Advisors LLC 0.19% Add +0.0% 38,250 $1.9M
Sanctuary Advisors, LLC 0.01% Reduce -6.5% 38,185 $1.9M
Focus Financial Network, Inc. 0.08% Reduce -2.4% 37,784 $1.9M
Sterling Financial Planning, Inc. 0.68% Add +7.0% 37,603 $1.9M
Rede Wealth, LLC 0.71% Reduce -24.1% 37,459 $1.8M
Glass Jacobson Investment Advisors llc 0.60% Add +11.9% 36,696 $1.8M
Titan Global Capital Management USA LLC 0.28% Add +16.2% 36,634 $1.8M
Modera Wealth Management, LLC 0.02% Add +1.3% 36,400 $1.8M
L. Roy Papp & Associates, LLP 0.22% Reduce -0.3% 36,357 $1.8M
Janney Montgomery Scott LLC 0.00% Reduce -15.0% 35,932 $1.8M
Scotia Capital Inc. 0.01% Reduce -67.6% 35,632 $1.8M
Fairview Capital Investment Management, LLC 0.09% Add +0.9% 35,494 $1.8M
GenTrust, LLC 0.09% Reduce -4.5% 35,452 $1.7M
Townsquare Capital LLC 0.02% Add +13.7% 35,408 $1.7M
Susquehanna International Group, LLP 0.00% Add +664.0% 35,266 $1.7M
Nisa Investment Advisors, LLC 0.01% Reduce -70.1% 34,900 $1.7M
ArchPoint Investors 0.57% No change 34,614 $1.7M
One Wealth Map LLC 1.00% Add +6.5% 34,761 $1.7M
Exencial Wealth Advisors, LLC 0.06% Reduce -3.1% 34,237 $1.7M
Brown Wealth Management, LLC 0.60% Add +15.0% 33,960 $1.7M
Yeomans Consulting Group, Inc. 0.62% Reduce -26.3% 33,756 $1.7M
Guild Investment Management, Inc. 1.79% Reduce -24.0% 32,960 $1.6M
Baird Financial Group, Inc. 0.00% Reduce -9.4% 32,558 $1.6M
AXS Investments LLC 0.43% Reduce -20.6% 32,528 $1.6M
Comerica Bank 0.01% Reduce -8.7% 32,445 $1.6M
Aries Wealth Management 0.44% Add +6.6% 32,335 $1.6M
CreativeOne Wealth, LLC 0.05% Add +43.9% 32,326 $1.6M
Pekin Hardy Strauss, Inc. 0.20% Reduce -2.0% 32,040 $1.6M
Rockefeller Capital Management L.P. 0.00% Reduce -9.5% 31,964 $1.6M
S.A. Mason LLC 0.83% No change 31,896 $1.6M
Ameritas Advisory Services, LLC 0.07% Add +3.2% 31,419 $1.5M
Tranquilli Financial Advisor LLC 0.96% Add +57.7% 30,949 $1.5M
Choreo, LLC 0.02% Reduce -0.1% 30,890 $1.5M
Mraz, Amerine & Associates, Inc. 0.27% Reduce -6.1% 30,732 $1.5M
Guggenheim Capital LLC 0.01% Add +7.4% 30,463 $1.5M
Hanover Advisors Inc. 0.63% Reduce -4.5% 30,262 $1.5M
StoneX Group Inc. 0.11% Add +233.1% 30,239 $1.5M
Round Rock Advisors LLC 0.35% Reduce -12.6% 30,160 $1.5M
Breakwater Investment Management 0.62% Reduce -3.3% 30,111 $1.5M
Creative Financial Designs Inc. 0.12% Reduce -0.5% 29,692 $1.5M
Lakewood Asset Management LLC 0.98% Add +3.8% 28,986 $1.4M
Global Endowment Management, LP 0.14% No change 28,200 $1.4M
Sage Capital Management, LLC 0.66% Reduce -6.0% 27,955 $1.4M
FDx Advisors, Inc. 0.37% Reduce -3.6% 27,706 $1.4M
Marathon Strategic Advisors, LLC 1.43% Reduce -5.6% 27,466 $1.4M
TD Private Client Wealth LLC 0.04% Reduce -19.0% 27,278 $1.3M
Independent Financial Group, LLC 0.05% Reduce -17.6% 27,203 $1.3M
National Bank of Canada 0.00% Reduce -7.7% 27,112 $1.3M
Koss-Olinger Consulting, LLC 0.11% Reduce -0.1% 26,742 $1.3M
Park Avenue Securities LLC 0.01% Reduce -28.3% 26,248 $1.3M
Synovus Financial Corp. 0.01% Add +68.3% 26,033 $1.3M
Concourse Financial Group Securities, Inc. 0.08% Add +13.5% 25,850 $1.3M
Headinvest, LLC 0.23% Add +40.0% 25,737 $1.3M
Larson Financial Group LLC 0.07% Add +1.3% 25,636 $1.3M
Continuum Advisory, LLC 0.16% Reduce -3.5% 25,907 $1.3M
Oppenheimer Asset Management Inc. 0.02% Add +3.5% 25,590 $1.3M
Merriman Wealth Management, LLC 0.05% Add +29.0% 25,463 $1.3M
Csenge Advisory Group 0.06% Add +7.9% 25,164 $1.2M
Mustard Seed Financial, LLC 1.02% Add +1.0% 24,860 $1.2M
Prospera Financial Services Inc 0.03% Reduce -7.3% 24,225 $1.2M
Financial Counselors Inc. 0.02% Reduce -24.5% 23,987 $1.2M
Graypoint LLC 0.08% Add +23.9% 23,821 $1.2M
Archvest Wealth Advisors, Inc. 0.74% Reduce -78.9% 23,760 $1.2M
Successful Portfolios LLC 0.79% Reduce -16.9% 23,631 $1.2M
Bulltick Wealth Management, LLC 0.29% Reduce -25.6% 23,580 $1.2M
Citadel Advisors 0.00% Reduce -44.5% 23,478 $1.2M
Mutual Advisors, LLC 0.03% Reduce -6.8% 23,642 $1.2M
Leuthold Group, LLC 0.13% Reduce -1.2% 23,292 $1.1M
Maltin Wealth Management, Inc. 0.56% Add +0.8% 23,273 $1.1M
Washington Trust Bank 0.11% Reduce -4.0% 23,263 $1.1M
Apollon Wealth Management, LLC 0.03% Reduce -85.9% 23,035 $1.1M
Shira Ridge Wealth Management 0.58% Reduce -59.3% 23,003 $1.1M
Geneos Wealth Management Inc. 0.04% Add +30109.2% 22,959 $1.1M
Moloney Securities Asset Management, LLC 0.15% Add +1.1% 22,525 $1.1M
Kings Path Partners LLC 0.47% Add +24.4% 22,492 $1.1M
Summit Global Investments 0.07% Reduce -2.9% 22,493 $1.1M
Summit Financial, LLC 0.04% Add +7.3% 22,271 $1.1M
Private Trust Co. NA 0.11% Add +21.9% 22,053 $1.1M
Ledyard National Bank 0.10% Reduce -4.4% 21,814 $1.1M
Eldridge Investment Advisors, Inc. 0.25% Reduce -0.9% 21,891 $1.1M
SteelPeak Wealth, LLC 0.05% Reduce -4.8% 21,478 $1.1M
Pine Harbor Wealth Management, LLC 0.52% Reduce -55.7% 21,387 $1.1M
FC Advisory LLC 0.35% Reduce -2.3% 21,353 $1.1M
Arlington Financial Advisors, LLC 0.21% Add +3.9% 21,197 $1.0M
Jackson Hole Capital Partners, LLC 0.21% Reduce -14.7% 20,333 $1.0M
Center For Asset Management LLC 0.60% Add +2.6% 20,232 $998K
AdvisorNet Financial, Inc 0.07% Add +5.4% 20,222 $997K
Compound Planning, Inc. 0.06% New 20,113 $992K
Atria Investments, Inc 0.01% Reduce -23.9% 19,699 $971K
Pathstone Holdings, LLC 0.00% Add +0.0% 19,569 $965K
Brophy Wealth Management, LLC 0.34% — 19,232 $948K
Kraft Asset Management, LLC 0.74% Add +13.1% 19,127 $943K
Greystone Financial Group, LLC 0.17% New 18,941 $934K
Cornerstone Advisors Asset Management, LLC 0.21% No change 18,844 $929K
JT Stratford LLC 0.16% Add +9.3% 18,751 $925K
Unison Advisors LLC 0.11% Add +0.9% 18,732 $924K
Wealthspire Retirement, LLC 0.07% Reduce -22.1% 18,716 $923K
Gateway Wealth Partners, LLC 0.25% New 18,539 $914K
Physician Wealth Solutions Inc. 0.44% Add +12.0% 18,280 $892K
Hemington Wealth Management 0.24% Reduce -0.1% 18,111 $883K
Mesirow Financial Investment Management, Inc. 0.02% Add +87.5% 17,822 $879K
SignalPoint Asset Management, LLC 0.20% Add +0.5% 17,621 $870K
Denali Advisors LLC 0.09% New 17,562 $866K
Foundations Investment Advisors, LLC 0.02% Reduce -3.2% 17,536 $865K
Pallas Capital Advisors LLC 0.04% Reduce -0.5% 17,654 $862K
Secured Retirement Advisors, LLC 0.62% Add +14.1% 17,361 $856K
Independent Wealth Network Inc. 0.38% Reduce -0.8% 17,311 $854K
Prostatis Group LLC 0.28% Reduce -8.9% 17,268 $851K
Essex Financial Services, Inc. 0.06% Add +40.3% 17,410 $851K
Arete Wealth Advisors, LLC 0.07% Reduce -23.6% 17,115 $844K
Wesbanco Bank Inc. 0.03% Reduce -21.8% 17,090 $843K
AllSquare Wealth Management LLC 0.48% Reduce -0.2% 17,030 $840K
Clearbridge Investments, LLC 0.00% No change 17,000 $838K
Level Four Advisory Services, LLC 0.03% Add +3.1% 16,944 $827K
SimpliFi, Inc. 0.37% Reduce -15.0% 16,722 $825K
Main Street Financial Solutions, LLC 0.08% Add +3.1% 16,667 $822K
Wrenne Financial Planning LLC 0.49% Add +48.1% 16,565 $817K
Black Diamond Financial, LLC 0.14% Reduce -2.5% 16,552 $816K
Principal Securities, Inc. 0.02% Reduce -48.0% 16,302 $804K
Sagace Wealth Management LLC 0.61% Add +4.0% 16,118 $789K
Oak Harvest Investment Services 0.11% Add +32.3% 15,981 $788K
Cedar Wealth Management, LLC 0.24% No change 15,827 $780K
Blair William & Co. 0.00% Add +4.2% 15,676 $773K
Avion Wealth 0.20% Reduce -4.3% 15,482 $763K
CoreCap Advisors, LLC 0.04% New 15,095 $744K
Jmac Enterprises LLC 0.12% Reduce -0.5% 14,965 $738K
Farther Finance Advisors, LLC 0.03% Add +190.1% 14,607 $720K
One Degree Advisors Inc 0.30% Reduce -83.0% 14,558 $718K
Wealth Group, Ltd. 0.48% Add +18.1% 14,477 $714K
LaSalle St. Investment Advisors, LLC 0.28% Add +15.2% 14,438 $711K
Laurel Wealth Advisors LLC 0.11% No change 14,360 $708K
Silver Oak Securities, Incorporated 0.07% Add +1328.3% 14,297 $706K
Flputnam Investment Management Co. 0.01% Reduce -3.9% 14,306 $705K
Coston, McIsaac & Partners 0.20% Add +3.4% 14,263 $703K
EP Wealth Advisors, LLC 0.01% Add +112.4% 14,179 $699K
Legacy PCG, LLC 0.49% Reduce -8.7% 13,959 $688K
Mather Group, Llc. 0.01% Reduce -70.0% 13,855 $683K
Elevated Capital Advisors, LLC 0.18% New 13,838 $682K
Morningstar Investment Services LLC 0.01% Reduce -97.6% 13,819 $682K
Nwam LLC 0.04% New 13,764 $679K
McElhenny Sheffield Capital Management, LLC 0.22% No change 13,442 $663K
CIBC Private Wealth Group LLC 0.00% Reduce -48.2% 13,420 $662K
Stratos Wealth Partners, LTD. 0.01% Reduce -45.8% 13,244 $653K
Southland Equity Partners LLC 0.16% Add +5.9% 13,048 $643K
Private Harbour Investment Management & Counsel, LLC 0.67% Reduce -1.9% 12,920 $637K
Columbus Macro, LLC 0.23% Reduce -1.1% 12,828 $630K
Tilia Fiduciary Partners, Inc. 0.44% Reduce -18.8% 12,786 $630K
Harbour Investments, Inc. 0.02% Reduce -8.9% 12,630 $623K
Stewardship Advisors, LLC 0.18% New 12,602 $621K
Exchange Traded Concepts, LLC 0.01% New 12,596 $621K
Caldwell Trust Co 0.07% Reduce -3.8% 12,546 $619K
Patriot Investment Management Group, Inc. 0.05% Reduce -2.4% 12,524 $618K
Arkos Global Advisors 0.09% Reduce -2.3% 12,522 $617K
BIP Wealth, LLC 0.04% Add +45.7% 12,111 $597K
Stone Summit Wealth LLC 0.19% Reduce -3.6% 11,898 $587K
SkyOak Wealth, LLC 0.13% No change 11,795 $582K
Orion Porfolio Solutions, LLC 0.01% Reduce -2.3% 11,781 $581K
Orion Portfolio Solutions, LLC 0.01% Reduce -2.3% 11,781 $581K
Willow Creek Wealth Management Inc. 0.06% Reduce -16.5% 11,728 $578K
Moser Wealth Advisors, LLC 0.30% Reduce -3.3% 11,645 $574K
Clear Creek Financial Management, LLC 0.06% Add +0.3% 11,631 $574K
Northstar Group, Inc. 0.10% Reduce -53.5% 11,546 $569K
Edgestream Partners, L.P. 0.02% New 11,294 $557K
Kovack Advisors, Inc. 0.06% Add +22.2% 11,243 $554K
Kohmann Bosshard Financial Services, LLC 0.07% Reduce -37.3% 11,186 $552K
N.E.W. Advisory Services LLC 0.05% Add +53.0% 11,145 $550K
New Potomac Partners, LLC 0.28% No change 11,100 $547K
Signal Advisors Wealth, LLC 0.08% New 11,086 $547K
Signature Estate & Investment Advisors LLC 0.01% Add +0.2% 10,980 $541K
Hilltop Holdings Inc. 0.04% Add +140.5% 10,956 $540K
Shayne & Jacobs, LLC 0.14% No change 10,950 $540K
Strengthening Families & Communities, LLC 0.13% Add +0.9% 10,613 $523K
PFG Advisors 0.03% Add +1.4% 10,609 $523K
FineMark National Bank & Trust 0.02% Reduce -1.3% 10,514 $518K
Sowell Financial Services LLC 0.02% Reduce -20.1% 10,390 $512K
Ballentine Partners, LLC 0.01% Reduce -45.3% 10,340 $510K
Hardin Capital Partners, LLC 0.29% Add +16.1% 10,407 $508K
Pettyjohn, Wood & White, Inc. 0.09% Add +0.3% 10,282 $507K
Flagstar Securities, Inc. 0.13% Add +0.9% 10,260 $506K
Snowden Capital Advisors LLC 0.01% Reduce -3.3% 10,110 $499K
Evanson Asset Management, LLC 0.04% Add +0.4% 10,100 $498K
Courier Capital LLC 0.03% Reduce -54.7% 10,084 $497K
Raffa Wealth Management, LLC 0.12% Add +0.2% 9,847 $486K
Root Financial Partners, LLC 0.08% Add +0.5% 9,826 $485K
Brookstone Capital Management 0.01% Reduce -92.9% 9,769 $482K
Integrated Advisors Network LLC 0.02% Reduce -0.5% 9,763 $481K
Beckerman Institutional, LLC 0.41% — 9,761 $481K
Heritage Wealth Advisors 0.02% Reduce -99.8% 9,719 $479K
NorthCoast Asset Management LLC 0.00% New 11,750 $478K
BNP Paribas Financial Markets 0.00% Reduce -45.7% 9,678 $477K
Dakota Wealth Management 0.01% Add +0.3% 9,650 $476K
M&T Bank Corp 0.00% New 9,575 $472K
Sandy Spring Bank 0.02% Reduce -0.7% 9,556 $471K
Shared Vision Wealth Group LLC 0.25% No change 9,505 $469K
Avantax Planning Partners, Inc. 0.02% Add +6.3% 9,054 $446K
Radnor Capital Management, LLC 0.07% New 9,000 $444K
Strategic Investment Advisors / MI 0.05% Add +9.6% 8,749 $431K
Creekside Partners 0.22% Reduce -0.2% 8,721 $430K
Claris Advisors, LLC / Mo / 0.19% Add +29.7% 8,695 $429K
Mission Creek Capital Partners, Inc. 0.10% New 8,681 $428K
Main Street Group, LTD 0.19% Reduce -17.5% 8,627 $425K
GeoWealth Management, LLC 0.01% Reduce -1.4% 8,509 $420K
First Horizon Advisors, Inc. 0.01% Reduce -10.3% 8,487 $418K
Embree Financial Group 0.07% Reduce -9.9% 8,286 $409K
Cedar Mountain Advisors, LLC 0.09% New 8,285 $409K
UMB Bank, n.a. 0.01% Reduce -8.6% 8,255 $407K
Composition Wealth, LLC 0.01% Reduce -12.8% 8,068 $398K
Wellington Shields & Co., LLC 0.12% No change 8,000 $394K
Eagle Bay Advisors LLC 0.15% Reduce -10.6% 7,950 $392K
Great Valley Advisor Group, Inc. 0.01% Reduce -71.3% 7,927 $391K
Cahill Financial Advisors Inc. 0.05% Reduce -62.2% 7,922 $391K
American Investment Services, Inc. 0.06% Reduce -47.4% 7,782 $384K
Elevation Point Wealth Partners, LLC 0.04% New 7,778 $384K
Five Oceans Advisors 0.18% Reduce -6.8% 7,746 $382K
Western Wealth Management, LLC 0.02% Add +15.4% 7,541 $372K
Pure Portfolios Holdings LLC 0.14% — 7,529 $371K
Capital Investment Services of America, Inc. 0.04% No change 7,500 $370K
Fortis Capital Management LLC 0.07% Reduce -19.9% 7,471 $368K
Towneley Capital Management, Inc / DE 0.08% Reduce -12.0% 7,460 $368K
Leavell Investment Management, Inc. 0.02% Add +20.2% 7,440 $367K
Kathmere Capital Management, LLC 0.03% Add +1.7% 7,437 $367K
Bank of Nova Scotia 0.00% Reduce -76.2% 7,415 $366K
Trilogy Capital Inc. 0.02% Add +0.0% 7,395 $365K
Madden Advisory Services, Inc. 0.16% Add +15.3% 7,270 $358K
Lynx Investment Advisory 0.26% Add +21.4% 7,209 $355K
Jones Financial Companies LLLP 0.00% Add +91.2% 7,124 $352K
Robinswood Financial LLC 0.13% Reduce -41.8% 7,095 $350K
SageView Advisory Group, LLC 0.02% New 7,043 $347K
Summit Financial Strategies, Inc. 0.04% Reduce -1.1% 7,029 $347K
LexAurum Advisors, LLC 0.08% Add +45.4% 6,996 $345K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +11.0% 6,900 $340K
Kestra Private Wealth Services, LLC 0.01% Add +2.3% 6,843 $337K
Lam Group, Inc. 0.24% Reduce -16.4% 6,803 $335K
Astoria Portfolio Advisors LLC. 0.11% Add +1.6% 6,816 $334K
Two Sigma Securities, LLC 0.03% Add +61.0% 6,738 $332K
Financial Architects, LLC 0.21% No change 6,730 $332K
Martel Wealth Advisors LLC 0.07% Add +0.7% 6,772 $331K
Raymond James Trust N.A. 0.01% Reduce -23.2% 6,626 $327K
Meridian Wealth Management, LLC 0.02% New 6,591 $325K
Topel & Distasi Wealth Management, LLC 0.13% Reduce -13.4% 6,583 $325K
Brand Asset Management Group, Inc. 0.13% Add +3.6% 6,518 $321K
Brewster Financial Planning LLC 0.25% Add +6.8% 6,448 $318K
Pinnacle Bancorp, Inc. 0.08% No change 6,424 $317K
Advisors Asset Management, Inc. 0.01% Reduce -24.3% 6,412 $316K
Integrated Wealth Concepts LLC 0.00% Add +0.2% 6,398 $316K
Moneco Advisors, LLC 0.04% Reduce -3.6% 6,322 $312K
Beacon Pointe Advisors, LLC 0.00% Reduce -8.4% 6,299 $311K
Rwa Wealth Partners, LLC 0.00% No change 6,230 $307K
Grand Wealth Management, LLC 0.17% Reduce -0.3% 6,221 $307K
Rockland Trust Co. 0.02% No change 6,206 $306K
FMB Wealth Management 0.17% No change 6,184 $305K
StrongBox Wealth, LLC 0.13% Reduce -47.5% 6,175 $304K
Angeles Wealth Management, LLC 0.03% No change 6,160 $304K
Barry Investment Advisors, LLC 0.09% Add +0.2% 6,112 $301K
Red Wave Investments LLC 0.10% No change 5,997 $296K
Fi3 FINANCIAL ADVISORS, LLC 0.12% Reduce -28.4% 5,952 $293K
Archer Investment Corp 0.08% No change 5,935 $293K
Prime Capital Investment Advisors, LLC 0.00% Reduce -21.6% 5,923 $292K
Aptus Capital Advisors, LLC 0.00% New 5,873 $290K
Brighton Jones LLC 0.01% Reduce -12.2% 5,868 $289K
WMG Financial Advisors, LLC 0.13% Add +2.8% 5,819 $287K
GYL Financial Synergies, LLC 0.02% New 5,785 $285K
Arkadios Wealth Advisors 0.02% Reduce -28.5% 5,766 $284K
World Investment Advisors 0.01% Reduce -69.9% 5,729 $283K
Maia Wealth LLC 0.07% Reduce -7.7% 5,756 $281K
Hanson & Doremus Investment Management 0.04% Reduce -9.6% 5,627 $277K
PBMares Wealth Management LLC 0.06% Reduce -10.8% 5,605 $276K
Ameraudi Asset Management, Inc. 0.12% No change 5,515 $272K
Bremer Bank National Association 0.05% No change 5,500 $271K
Kaizen Financial Strategies 0.16% No change 5,450 $269K
Freestate Advisors LLC 0.28% — 5,447 $269K
Freedom Investment Management, Inc. 0.02% Reduce -0.5% 5,444 $268K
McLean Asset Management Corp 0.08% Reduce -2.0% 5,487 $268K
Proffitt & Goodson Inc. 0.04% Add +10.9% 5,404 $266K
US Financial Advisors, LLC 0.08% Reduce -7.6% 5,374 $265K
Wilmington Savings Fund Society, FSB 0.00% New 5,372 $265K
Smith, Moore & Co. 0.03% Reduce -18.3% 5,342 $263K
Wealth Dimensions Group, Ltd. 0.07% No change 5,322 $262K
PFG Investments, LLC 0.02% Add +20.9% 5,271 $260K
Integris Wealth Management, LLC 0.07% New 5,256 $259K
Petra Financial Advisors Inc. 0.17% Add +4.3% 5,173 $255K
Cascade Financial Partners, LLC 0.03% No change 5,211 $255K
Lakeshore Financial Planning, Inc. 0.11% Add +0.6% 5,034 $248K
WealthCare Investment Partners, LLC 0.11% Reduce -0.6% 5,060 $247K
Cambria Investment Management, L.P. 0.01% Reduce -4.7% 5,000 $247K
Physician Wealth Advisors, Inc. 0.04% No change 5,030 $246K
Waterloo Capital, L.P. 0.03% Reduce -23.7% 4,976 $245K
Dogwood Wealth Management LLC 0.14% Add +0.4% 4,971 $245K
Tenon Financial LLC 0.16% Add +0.9% 4,969 $245K
AlphaCore Capital LLC 0.06% Add +0.5% 4,955 $244K
Evercore Wealth Management, LLC 0.00% No change 4,830 $238K
Nvwm, LLC 0.06% Add +31.9% 4,708 $232K
TruNorth Capital Management, LLC 0.07% No change 4,705 $232K
Key Financial Inc 0.05% No change 4,702 $232K
Bragg Financial Advisors, Inc 0.01% Add +1.3% 4,698 $232K
Elser Financial Planning, Inc 0.33% No change 4,672 $230K
KMG Fiduciary Partners, LLC 0.02% No change 4,619 $228K
Ashton Thomas Private Wealth, LLC 0.01% No change 4,549 $224K
Soltis Investment Advisors LLC 0.02% Add +1.9% 4,534 $224K
Palisade Asset Management, LLC 0.02% New 4,513 $223K
Roth Financial Partners LLC 0.09% No change 4,505 $222K
Sunburst Financial Group, LLC 0.06% Reduce -0.4% 4,428 $218K
Joseph P. Lucia & Associates, LLC 0.10% Reduce -13.7% 4,400 $217K
Journey Strategic Wealth LLC 0.01% New 4,376 $216K
TD Capital Management LLC 0.02% Reduce -10.7% 4,374 $216K
Lion Street Advisors, LLC 0.08% New 4,373 $216K
Alhambra Investment Management LLC 0.11% New 4,332 $214K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -4.5% 4,328 $213K
Global Trust Asset Management, LLC 0.08% No change 4,319 $213K
Clearstead Advisors, LLC 0.00% No change 4,300 $212K
Sequent Planning LLC 0.07% New 4,286 $211K
ETF Store, Inc. 0.22% Reduce -37.3% 4,259 $210K
VERITY Wealth Advisors 0.15% No change 4,239 $209K
Walter & Keenan Wealth Management LLC /in/ 0.06% Reduce -32.1% 4,234 $209K
Kingsview Wealth Management, LLC 0.00% Reduce -8.2% 4,227 $208K
United Capital Financial Advisors, LLC 0.00% Reduce -24.8% 4,182 $206K
Keystone Financial Group 0.03% New 4,174 $206K
Sequoia Financial Advisors, LLC 0.00% New 4,164 $205K
Empirical Asset Management, LLC 0.07% Reduce -1.1% 9,156 $205K
W.H. Cornerstone Investments Inc. 0.14% New 4,164 $205K
Forvis Mazars Wealth Advisors, LLC 0.00% New 4,154 $205K
Capital Investment Advisory Services, LLC 0.02% Reduce -3.2% 4,142 $204K
Burns Matteson Capital Management, LLC 0.11% Reduce -7.5% 4,118 $203K
Northwest Capital Management Inc 0.07% Reduce -1.7% 3,984 $196K
JNBA Financial Advisors 0.02% Reduce -5.0% 3,945 $195K
Lanark Financial, Inc. 0.02% Reduce -12.9% 3,898 $192K
Hilltop National Bank 0.06% No change 3,681 $182K
Centaurus Financial, Inc. 0.01% Add +13.4% 3,616 $178K
Addison Advisors LLC 0.05% Reduce -69.5% 3,467 $171K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 3,400 $168K
Optimum Investment Advisors 0.07% No change 3,374 $166K
Parallel Advisors, LLC 0.00% Reduce -21.7% 3,280 $162K
JFS Wealth Advisors, LLC 0.01% No change 3,026 $149K
Asset Dedication, LLC 0.01% Reduce -13.7% 3,004 $148K
Horizon Financial Services, LLC 0.08% Reduce -8.8% 2,805 $138K
Bessemer Group Inc. 0.00% Reduce -64.4% 2,600 $128K
Legacy Bridge, LLC 0.07% No change 2,588 $128K
Global Retirement Partners, LLC 0.00% Reduce -23.5% 2,561 $126K
EverSource Wealth Advisors, LLC 0.01% Add +100.1% 2,507 $124K
IFP Advisors, Inc 0.00% Reduce -7.6% 2,443 $120K
Anchor Investment Management, LLC 0.01% Reduce -19.1% 2,253 $111K
Fairman Group, LLC 0.10% Add +0.9% 2,222 $110K
Blume Capital Management, Inc. 0.02% No change 2,200 $108K
Capital Analysts, LLC 0.00% Reduce -94.3% 2,022 $100K
Lindbrook Capital, LLC 0.01% No change 2,000 $99K
Armstrong Advisory Group, Inc. 0.01% Reduce -61.2% 1,985 $98K
Rogco, LP 0.03% Reduce -34.3% 1,769 $87K
Parkside Financial Bank & Trust 0.01% No change 1,765 $87K
Cape Investment Advisory, Inc. 0.04% Add +3.4% 1,760 $87K
Atlas Capital Advisors Inc. 0.01% No change 1,661 $82K
Avior Wealth Management, LLC 0.00% Reduce -83.6% 1,490 $74K
Coastline Trust Co 0.01% New 1,470 $72K
Strategic Investment Solutions, Inc. 0.02% Add +0.6% 1,382 $68K
Washington Trust Advisors, Inc. 0.01% No change 1,368 $67K
Trust Co 0.01% Reduce -1.0% 1,343 $66K
Smartleaf Asset Management LLC 0.01% Reduce -30.0% 1,290 $64K
Fifth Third Bancorp 0.00% Add +0.6% 1,258 $62K
Bogart Wealth, LLC 0.00% Reduce -29.1% 1,148 $57K
Vestor Capital, LLC 0.00% Reduce -2.1% 1,077 $53K
Rosenberg Matthew Hamilton 0.01% Reduce -29.7% 1,008 $50K
Versant Capital Management, Inc 0.01% Reduce -59.3% 1,000 $49K
FinTrust Capital Advisors, LLC 0.01% No change 962 $47K
CENTRAL TRUST Co 0.00% No change 885 $44K
FWL Investment Management, LLC 0.01% New 789 $39K
Deutsche Bank AG 0.00% Reduce -13.9% 788 $39K
Winch Advisory Services, LLC 0.01% No change 747 $37K
Motco 0.00% No change 720 $36K
Sound Income Strategies, LLC 0.00% Reduce -4.3% 709 $35K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 686 $34K
Coppell Advisory Solutions LLC 0.01% No change 685 $34K
Montag A & Associates Inc. 0.00% No change 630 $31K
Macroview Investment Management LLC 0.03% Add +18466.7% 557 $27K
Investors Research Corp 0.01% No change 536 $26K
Tidemark, LLC 0.01% No change 535 $26K
Tortoise Investment Management, LLC 0.00% No change 535 $26K
Colonial Trust Co / SC 0.00% Reduce -88.0% 509 $25K
Financial Freedom, LLC 0.01% Add +0.8% 482 $24K
McIlrath & Eck, LLC 0.00% Reduce -49.4% 473 $23K
Tompkins Financial Corp. 0.00% No change 452 $22K
NBT Bank, N.A. 0.00% Add +0.9% 446 $22K
Pacific Capital Wealth Advisors, Inc. 0.00% Add +52.0% 380 $19K
Annis Gardner Whiting Capital Advisors, LLC 0.01% No change 375 $18K
Olistico Wealth, LLC 0.01% Reduce -25.9% 369 $18K
Lowe Wealth Advisors, LLC 0.01% No change 369 $18K
Harbor Investment Advisory, LLC 0.00% No change 355 $18K
Financial Gravity Companies, Inc. 0.00% — 338 $17K
Richardson Financial Services Inc. 0.01% No change 335 $16K
Elevation Wealth Partners, LLC 0.01% No change 329 $16K
Duncker Streett & Co. Inc. 0.00% No change 300 $15K
ORG Partners LLC 0.00% Reduce -50.8% 279 $14K
Tsfg, LLC 0.00% Add +37.6% 256 $13K
Wolff Wiese Magana LLC 0.01% No change 246 $12K
CGC Financial Services, LLC 0.00% No change 246 $12K
SouthState Bank Corp 0.00% No change 239 $12K
Chesapeake Asset Management LLC 0.01% No change 208 $10K
Cullen/Frost Bankers, Inc. 0.00% New 200 $10K
GAMMA Investing LLC 0.00% Add +109.9% 191 $9K
Financial Connections Group, Inc. 0.00% Add +0.5% 191 $9K
WR Wealth Planners, LLC 0.00% No change 175 $9K
TD Waterhouse Canada Inc. 0.00% Reduce -46.1% 158 $8K
Beacon Capital Management, LLC 0.00% No change 139 $7K
Tower Research Capital LLC (TRC) 0.00% New 137 $7K
Salem Investment Counselors Inc. 0.00% Reduce -45.5% 134 $7K
Ameritas Investment Partners, Inc. 0.00% No change 127 $6K
Cornerstone Planning Group LLC 0.00% No change 128 $6K
CVA Family Office, LLC 0.00% Add +240.0% 119 $6K
Fortis Group Advisors, LLC 0.00% No change 117 $6K
Aspire Private Capital, LLC 0.00% No change 106 $5K
Transamerica Financial Advisors, LLC 0.00% Reduce -1.0% 99 $5K
Glen Eagle Advisors, LLC 0.00% Reduce -94.5% 101 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 96 $5K
Red Tortoise LLC 0.00% Add +1.2% 86 $4K
Legacy Investment Solutions, LLC 0.00% — 83 $4K
Legacy Wealth Managment, LLC 0.00% — 83 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 60 $3K
Tucker Asset Management LLC 0.00% Add +11.8% 57 $3K
Hobbs Group Advisors, LLC 0.00% No change 56 $3K
Brown Brothers Harriman & Co. 0.00% New 54 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -99.6% 49 $2K
Hantz Financial Services, Inc. 0.00% New 33 $2K
International Assets Investment Management, LLC 0.00% Reduce -81.1% 40 $2K
Ashton Thomas Securities, LLC 0.00% New 39 $2K
Ruedi Wealth Management, Inc. 0.00% Reduce -2.6% 37 $2K
Baldwin Wealth Partners LLC 0.00% Reduce -24.1% 22 $1K
Planned Solutions, Inc. 0.00% New 15 $740
WealthCollab, LLC 0.00% New 14 $691
New Millennium Group LLC 0.00% Reduce -98.9% 9 $499
Bear Mountain Capital, Inc. 0.00% No change 3 $147
Abound Wealth Management 0.00% Reduce -98.3% 1 $56
Global Wealth Strategies & Associates 0.00% No change 1 $49

"% of holder's portfolio" is VTIP's weight in each manager's 13F, not the share of Vanguard Short-Term Tips the manager owns.