Vanguard Short-Term TipsVTIPETF

13F holders, Q3 2025 (September 30)
839holders +9
66new positions
52sold out
3famous investors
$50.44avg. 13F price*

At the end of Q3 2025, 839 institutions reported holding Vanguard Short-Term Tips (VTIP) in their 13F filings, up 9 from Q2 2025. 66 opened new positions and 52 sold out. The largest holders were JPMorgan Chase & Co. ($1.5B), LPL Financial LLC ($883.5M) and Sei Investments Co. ($434.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions66$255.2M
Exits52$62.8M

All 13F filers, Q2 2025 → Q3 2025: 18,345,986 shares bought and 7,302,597 shares sold, net +11,043,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 839 holders

JPMorgan Chase & Co. 0.09% Add +11.1% 28,695,157 $1.5B
LPL Financial LLC 0.26% Add +5.1% 17,450,758 $883.5M
Sei Investments Co. 0.47% Reduce -1.3% 8,584,452 $434.6M
Goldman Sachs Group Inc. 0.06% Reduce -0.2% 8,488,897 $429.8M
Wealthspire Advisors, LLC 2.01% Add +9.3% 7,587,484 $384.2M
Valmark Advisers, Inc. 4.20% Add +4.3% 6,401,575 $324.1M
FMR LLC 0.01% Reduce -2.9% 5,199,876 $263.3M
Cambridge Associates LLC /Ma/ 4.60% Add +3.0% 4,957,303 $250.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.38% Add +5.3% 4,300,563 $217.7M
Morgan Stanley 0.01% Add +0.5% 4,267,915 $216.1M
Envestnet Asset Management Inc. 0.06% Reduce -5.1% 3,872,944 $196.1M
Bank of America Corp. 0.01% Reduce -3.2% 3,806,188 $192.7M
Focus Partners Advisor Solutions, LLC 2.14% Add +20.2% 3,743,743 $188.4M
Focus Partners Wealth 0.29% Add +10.9% 3,584,886 $181.7M
Savant Capital, LLC 1.05% Add +8.7% 3,420,987 $173.2M
HighTower Advisors, LLC 0.15% Add +5.9% 2,557,143 $129.5M
Wells Fargo & Company 0.02% Add +3.8% 2,052,077 $103.9M
Alesco Advisors, LLC, An ESL Co 2.67% Add +3.5% 1,946,655 $98.6M
Klingman & Associates, LLC 4.55% Add +9.9% 1,779,660 $90.1M
Studio Investment Management LLC 16.46% Add +10.3% 1,722,849 $87.2M
Betterment LLC 0.16% Reduce -5.4% 1,638,838 $83.0M
Jane Street Group, LLC 0.10% New 1,608,843 $81.5M
Satovsky Asset Management LLC 16.13% Add +3.8% 1,596,379 $80.8M
BOK Financial Private Wealth, Inc. 4.66% New 1,463,820 $74.1M
True Link Financial Advisors, LLC 4.43% Add +46.0% 1,360,330 $68.9M
Evoke Wealth, LLC 1.30% Add +14.7% 1,233,738 $62.5M
Fund Evaluation Group, LLC 2.19% Add +47.1% 1,194,124 $60.5M
Charles Schwab Investment Management Inc. 0.01% Reduce -3.5% 1,163,061 $58.9M
UBS Group AG 0.01% Add +0.1% 1,087,211 $55.0M
Northwestern Mutual Wealth Management Co. 0.04% Add +6.4% 1,058,191 $53.6M
Bank of New York Mellon Corp 0.01% Reduce -0.7% 971,000 $49.2M
Osaic Holdings, Inc. 0.07% Add +97.2% 920,961 $46.6M
Cetera Investment Advisers 0.05% Add +9.4% 878,648 $44.5M
Bleakley Financial Group, LLC 1.02% Add +8.2% 865,502 $43.8M
Beacon Capital Management, Inc. 2.08% Reduce -29.6% 861,381 $43.6M
Assetmark, Inc. 0.09% Add +3.3% 849,725 $43.0M
Garde Capital, Inc. 2.11% Add +11.1% 828,138 $41.9M
Strategic Financial Services, Inc. 1.98% Add +2.5% 777,530 $39.4M
Adventist Health System/ West 6.32% No change 766,010 $38.8M
Wealthfront Advisers LLC 0.09% Reduce -1.9% 732,614 $37.1M
Renaissance Technologies 0.05% Reduce -30.8% 730,300 $37.0M
Raymond James Financial Inc. 0.01% Add +24.5% 729,732 $36.9M
Moller Wealth Partners 7.42% Add +3.5% 702,581 $35.6M
Efficient Advisors, LLC 1.98% Add +9.1% 693,104 $35.1M
Cerity Partners LLC 0.05% Add +8.3% 651,001 $33.0M
Cornerstone National Bank & Trust Co 13.37% Add +7.3% 647,390 $32.8M
Altfest L J & Co. Inc. 3.62% Add +78.3% 640,169 $32.4M
Beaird Harris Wealth Management, LLC 2.27% Reduce -25.7% 633,092 $32.1M
Marotta Asset Management 6.03% Add +2.3% 640,500 $32.0M
Pacific Sage Partners, LLC 5.21% Add +11.2% 614,052 $31.1M
Leonard Rickey Investment Advisors P.L.L.C. 5.76% Add +4.5% 604,231 $30.6M
Silver Oak Wealth Advisors Services, LLC 19.99% Add +7.4% 599,179 $30.3M
Greystone Financial Group, LLC 4.65% Reduce -15.1% 592,143 $30.0M
Royal Bank of Canada 0.01% Add +10.7% 586,306 $29.7M
Stratos Investment Management, LLC 1.14% Add +3.1% 546,577 $27.7M
Arlington Financial Advisors, LLC 4.02% Add +5.1% 540,009 $27.3M
Ameriprise Financial Inc. 0.01% Reduce -2.1% 501,653 $25.4M
Schorn Wealth LLC 7.68% Reduce -1.1% 496,199 $25.1M
Financial Consulate, Inc. 3.53% Add +5.3% 493,122 $25.0M
Webster Bank, N. A. 2.23% Add +49.8% 457,708 $23.2M
Trust Co. of Vermont 0.99% Add +25.7% 450,306 $22.8M
Northwest Wealth Management, LLC 3.73% Add +3.0% 446,559 $22.6M
Van Strum & Towne Inc. 6.60% Add +5.2% 443,497 $22.5M
Define Financial, LLC 13.46% Add +5.3% 443,063 $22.4M
Alaska Permanent Capital Management, LLC 1.64% Add +2.5% 440,106 $22.3M
Whelan Financial 6.74% Add +3.1% 420,283 $21.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.16% Reduce -39.1% 420,584 $21.3M
ProVise Management Group, LLC 1.52% Add +1.4% 406,839 $20.6M
Brickley Wealth Management 3.53% Add +4.2% 399,483 $20.2M
Fairway Wealth LLC 5.67% Add +2.9% 1,109,187 $20.2M
Apella Capital, LLC 0.44% Reduce -10.2% 395,091 $19.8M
Benningfield Financial Advisors, LLC 15.40% Add +5.6% 385,526 $19.5M
Deane Retirement Strategies, Inc. 8.32% Reduce -0.9% 382,264 $19.4M
New York Life Investment Management LLC 0.17% Reduce -62.0% 370,877 $18.8M
Portland Global Advisors LLC 2.07% Add +3.3% 365,837 $18.5M
Franklin Resources Inc. 0.00% Reduce -3.0% 364,851 $18.5M
Addison Advisors LLC 4.25% Add +11.7% 361,733 $18.3M
Nkcfo LLC 5.51% No change 361,700 $18.3M
Sellwood Investment Partners LLC 7.28% Add +6.4% 361,210 $18.3M
3EDGE Asset Management, LP 1.02% New 358,688 $18.2M
Emprise Bank 7.52% Add +6.7% 343,777 $17.4M
Perigon Wealth Management, LLC 0.34% Add +9.5% 329,176 $16.7M
Stifel Financial Corp. 0.02% Add +1.9% 329,003 $16.7M
Equitable Holdings, Inc. 0.12% Add +7.0% 327,060 $16.6M
Commonwealth Equity Services, LLC 0.02% Reduce -10.7% 325,838 $16.5M
Private Wealth Asset Management, LLC 1.94% Add +8.9% 325,060 $16.5M
Twin Focus Capital Partners, LLC 2.09% Add +2.4% 324,795 $16.4M
Chemistry Wealth Management LLC 3.08% Add +6.6% 315,025 $15.9M
Asset Management One Co., Ltd. 0.05% New 311,587 $15.8M
Burton Enright Welch 2.36% Add +4.5% 308,783 $15.6M
Beacon Pointe Advisors, LLC 0.13% Add +4677.4% 307,140 $15.6M
Lifeworks Advisors, LLC 2.05% Add +2.3% 302,308 $15.3M
Farmers & Merchants Investments Inc. 0.43% Reduce -10.1% 302,214 $15.3M
Advisory Services Network, LLC 0.22% Add +50.6% 300,957 $15.2M
Jackson Thornton Wealth Management, LLC 1.51% Add +7.4% 296,849 $14.9M
Nova R Wealth, Inc. 6.21% Add +80.2% 289,092 $14.6M
Carnegie Investment Counsel 0.27% Add +7.9% 283,931 $14.4M
Manufacturers Life Insurance Company, The 0.01% Add +6.7% 278,550 $14.1M
AMG National Trust Bank 0.34% Reduce -22.1% 271,588 $13.8M
Creative Planning 0.01% Reduce -29.2% 269,734 $13.7M
Atmos Advisory, LLC 8.31% Add +1.7% 269,428 $13.6M
North Star Investment Management Corp. 0.87% Add +52.4% 266,002 $13.5M
Boston Family Office LLC 0.86% Add +5.9% 265,645 $13.4M
Mayport, LLC 2.90% Add +13.4% 264,160 $13.4M
LPWM LLC 3.56% Add +2.4% 263,627 $13.3M
Connable Office Inc. 1.22% Reduce -24.5% 260,714 $13.2M
Baron Financial Group, LLC 7.21% Add +0.0% 260,035 $13.2M
Alaska Wealth Advisors, LLC 1.69% Add +8.1% 255,335 $12.9M
Cambridge Investment Research Advisors, Inc. 0.03% Reduce -19.2% 242,191 $12.3M
SJS Investment Consulting Inc. 1.68% Add +29.1% 241,959 $12.3M
Mariner, LLC 0.02% Add +0.9% 236,134 $12.0M
Twelve Points Wealth Management LLC 2.98% Add +9.2% 235,966 $11.9M
Glenview Trust Co 0.19% Add +16.6% 235,738 $11.9M
Cresset Asset Management, LLC 0.05% Reduce -1.0% 235,161 $11.9M
Thompson Siegel & Walmsley LLC 0.19% Add +107.5% 232,410 $11.8M
SWAN Capital LLC 4.67% Add +72.5% 227,734 $11.5M
Nvwm, LLC 2.59% Add +3.3% 227,641 $11.5M
Roberts Glore & Co. Inc. 3.13% Reduce -0.1% 226,463 $11.5M
Signet Financial Management, LLC 1.30% Add +4.8% 221,686 $11.2M
Leuthold Group, LLC 1.18% Add +0.1% 213,699 $10.8M
Citigroup Inc. 0.01% Add +192.7% 208,294 $10.5M
Rehmann Capital Advisory Group 0.58% Add +8.8% 207,302 $10.5M
Stratos Wealth Advisors, LLC 0.49% Add +5.6% 199,917 $10.1M
Scotia Capital Inc. 0.04% Add +45.7% 198,136 $10.0M
Procyon Advisors, LLC 0.59% New 196,020 $9.9M
Colorado Capital Management, Inc. 3.82% Add +3.9% 195,284 $9.9M
Frisco Financial Planning LLC 8.42% Reduce -13.7% 194,866 $9.9M
Wingate Wealth Advisors, Inc. 6.80% Add +334.1% 194,023 $9.8M
Brady Martz Wealth Solutions, LLC 1.77% Add +3.4% 192,437 $9.7M
NewEdge Advisors, LLC 0.04% Add +8.6% 191,670 $9.7M
Trust Co 0.99% Add +30.0% 191,543 $9.7M
Kondo Wealth Advisors, Inc. 3.91% Add +4.9% 191,279 $9.7M
Aurelius Family Office LLC 4.18% Add +3.1% 185,450 $9.4M
Truist Financial Corp. 0.01% Reduce -2.8% 185,067 $9.4M
Principal Securities, Inc. 0.15% Add +4.0% 184,968 $9.4M
Jeppson Wealth Management, LLC 2.97% Add +4.7% 183,802 $9.3M
Integrated Wealth Concepts LLC 0.08% Reduce -3.1% 179,263 $9.1M
Mgo One Seven LLC 0.20% Reduce -5.3% 173,259 $8.8M
Rockefeller Capital Management L.P. 0.02% Add +8.0% 172,048 $8.7M
Sepio Capital, LP 0.51% Add +14.6% 171,278 $8.7M
Sovereign Financial Group, Inc. 1.62% Add +3.1% 170,660 $8.6M
Cherry Tree Wealth Management, LLC 1.87% Add +3.2% 167,935 $8.5M
Whitegate Investment Counselors, Inc. 2.79% Reduce -2.1% 167,662 $8.5M
ShankerValleau Wealth Advisors, Inc. 2.17% Add +5.3% 166,945 $8.5M
Ethos Financial Group, LLC 0.66% Add +3.9% 164,867 $8.3M
Advocate Group LLC 1.36% Add +13.2% 163,342 $8.3M
Allworth Financial LP 0.04% Reduce -9.7% 163,189 $8.3M
MML Investors Services, LLC 0.02% Reduce -7.4% 162,674 $8.2M
Clarity Capital Advisors, LLC 4.46% Add +3.0% 161,733 $8.2M
Steward Partners Investment Advisory, LLC 0.05% Add +2.8% 161,314 $8.2M
Cloud Capital Management, LLC 4.28% Reduce -0.1% 160,508 $8.1M
North Ridge Wealth Advisors, Inc. 4.59% Add +4.6% 158,637 $8.0M
Graves Light Lenhart Wealth, Inc. 0.88% Add +4.1% 155,834 $7.9M
Gradient Capital Advisors, LLC 2.10% Add +10.3% 154,502 $7.8M
C M Bidwell & Associates Ltd. 3.71% Add +27.5% 152,280 $7.7M
Family CFO Inc 3.54% Reduce -1.4% 151,984 $7.7M
Roundview Capital LLC 0.49% Add +7.1% 151,950 $7.7M
Magnus Financial Group LLC 0.61% Add +7.4% 151,337 $7.7M
TrueWealth Financial Partners 3.78% Reduce -19.7% 146,211 $7.4M
Integrity Alliance, Llc. 0.35% Add +23.7% 145,724 $7.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -2.1% 147,097 $7.4M
Envestnet Portfolio Solutions, Inc. 0.03% Reduce -38.9% 145,116 $7.3M
Fort Vancouver Investment Management, LLC 3.90% Add +5.2% 138,780 $7.0M
Bulwark Capital Corp 5.45% Add +4.0% 138,366 $7.0M
Banco Santander, S.A. 0.06% No change 130,387 $6.6M
Family Wealth Partners, LLC 2.42% Add +4.4% 127,399 $6.5M
Mullaney, Keating & Wright, Inc. 3.52% Add +3.7% 125,393 $6.3M
White Lighthouse Investment Management Inc. 0.97% Add +8.1% 125,128 $6.3M
Tme Financial, Inc. 4.72% Add +5.2% 124,419 $6.3M
Morningstar Investment Management LLC 0.23% Add +57.5% 124,391 $6.3M
Peirce Capital Management, LLC 2.54% Add +5.7% 120,902 $6.1M
Essential Planning, LLC. 2.08% Add +4.3% 119,501 $6.1M
Cardiff Park Advisors, LLC 0.46% Add +15.9% 118,288 $6.0M
Ascent Group, LLC 0.21% Add +6.2% 117,479 $5.9M
Natixis Advisors, LLC 0.01% Reduce -0.9% 117,019 $5.9M
Tilson Financial Group, Inc. 1.91% Add +1.4% 114,636 $5.8M
AQR Capital Management 0.00% Add +28.0% 112,705 $5.7M
Fairview Capital Investment Management, LLC 0.29% Add +10.7% 112,609 $5.7M
Destiny Wealth Partners, LLC 0.70% Add +2.6% 112,472 $5.7M
Robinswood Financial LLC 1.89% Add +213.2% 111,715 $5.7M
Sequoia Financial Advisors, LLC 0.03% Add +1.5% 111,336 $5.6M
HRT Financial LP 0.02% New 111,272 $5.6M
Breakwater Capital Group 0.83% Add +9.7% 110,591 $5.6M
Meritas Wealth Management, LLC 2.74% Add +5.4% 109,430 $5.5M
Plum Street Advisors, LLC 2.13% Add +16.8% 109,045 $5.5M
Mercer Global Advisors Inc. 0.01% Add +31.5% 106,769 $5.4M
Austin Asset Management Co Inc 1.02% Add +0.2% 106,136 $5.4M
Tru Independence Asset Management 2, LLC 3.51% Add +22.7% 105,479 $5.3M
Private Advisor Group, LLC 0.03% Add +16.3% 105,203 $5.3M
PFG Advisors 0.22% New 103,918 $5.3M
Poinciana Advisors Group, LLC 4.35% Add +3.5% 101,722 $5.2M
Friday Financial 2.15% Add +9.6% 101,434 $5.1M
Tradewinds, LLC. 1.24% New 100,350 $5.1M
Phillips Financial Management, LLC 0.33% Reduce -2.4% 99,554 $5.0M
Spire Wealth Management 0.17% Reduce -0.5% 99,419 $5.0M
Manuka Financial, LLC 3.12% Add +21.6% 99,203 $5.0M
Greenbush Financial Group, LLC 1.92% Add +7.2% 98,970 $5.0M
West Paces Advisors Inc. 0.98% Add +0.1% 97,291 $4.9M
Certified Advisory Corp 0.47% Reduce -1.0% 96,743 $4.9M
Gould Asset Management LLC 0.90% Reduce -20.7% 95,352 $4.8M
Fiduciary Trust Co 0.05% Reduce -1.1% 94,334 $4.8M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -2.8% 93,850 $4.8M
Hutchinson Capital Management 0.80% Add +4.5% 91,616 $4.6M
Curran Financial Partners, LLC 0.91% Add +23.1% 91,303 $4.6M
Cary Street Partners Financial LLC 0.12% Add +40.8% 91,300 $4.6M
Shotwell Rutter Baer Inc 2.98% Add +1.8% 92,234 $4.6M
First Hawaiian Bank 0.59% Reduce -3.5% 90,392 $4.6M
Brown Wealth Management, LLC 1.27% Add +34.4% 89,432 $4.5M
One Capital Management, LLC 0.14% Reduce -8.7% 87,502 $4.4M
Ames National Corp. 2.62% Add +0.7% 87,264 $4.4M
Richmond Brothers, Inc. 2.77% Reduce -29.4% 86,613 $4.4M
Farther Finance Advisors, LLC 0.07% Add +44.6% 86,507 $4.4M
Regal Investment Advisors LLC 0.28% Add +316.5% 86,078 $4.4M
Lutz Financial Services LLC 0.31% Reduce -0.5% 85,549 $4.3M
Squire Investment Management Company, LLC 1.39% Add +8.1% 84,383 $4.3M
CogentBlue Wealth Advisors, LLC 2.88% Reduce -1.6% 83,353 $4.2M
Aspiriant, LLC 0.13% Add +1.1% 82,608 $4.2M
My Personal CFO, LLC 1.62% New 82,592 $4.2M
Foundation Wealth Management, LLC\PA 1.62% Reduce -37.4% 82,592 $4.2M
XY Planning Network, Inc. 1.42% No change 82,976 $4.2M
Almanack Investment Partners, LLC. 0.64% Reduce -83.4% 82,026 $4.2M
Lido Advisors, LLC 0.02% Add +10.0% 81,873 $4.1M
Genesis Wealth Advisors, LLC 2.90% Add +0.9% 81,321 $4.1M
Comprehensive Money Management Services LLC 2.88% Add +0.9% 80,436 $4.1M
First American Trust, FSB 0.29% Add +4.0% 79,595 $4.0M
Passive Capital Management, LLC. 1.30% Add +0.0% 78,827 $4.0M
Private Client Services, LLC 1.33% Add +12.2% 78,476 $4.0M
Anderson Hoagland & Co. 0.35% Reduce -1.7% 77,947 $3.9M
Maryland Capital Advisors Inc. 1.40% Add +12.2% 77,371 $3.9M
Aerodigm Wealth, LLC 1.60% Add +28.8% 76,128 $3.8M
Symmetry Partners, LLC 0.41% Add +19.4% 74,993 $3.8M
Kestra Advisory Services, LLC 0.02% Reduce -15.6% 74,435 $3.8M
RAM Investment Partners, LLC 0.71% Reduce -0.8% 74,332 $3.8M
US Bancorp \de 0.00% Add +4.0% 73,974 $3.7M
Hurlow Wealth Management Group, Inc. 0.96% Reduce -3.9% 72,968 $3.7M
Tower Research Capital LLC (TRC) 0.10% Add +163.8% 72,256 $3.7M
Dynamic Advisor Solutions LLC 0.11% Add +2.6% 72,112 $3.7M
Secure Asset Management, LLC 0.60% Add +6.8% 72,335 $3.6M
Exchange Traded Concepts, LLC 0.03% Reduce -26.2% 70,753 $3.6M
Private Wealth Management Group, LLC 0.98% Add +0.8% 70,185 $3.6M
Baird Financial Group, Inc. 0.01% Reduce -0.7% 69,689 $3.5M
Sfm, LLC 2.04% Reduce -0.5% 69,228 $3.5M
Ritholtz Wealth Management 0.07% Reduce -3.6% 67,659 $3.4M
Nepc LLC 0.09% No change 65,564 $3.3M
Chicago Partners Investment Group LLC 0.09% Add +10.2% 65,912 $3.3M
Blair William & Co. 0.01% Add +6.7% 65,138 $3.3M
Sagace Wealth Management LLC 2.21% Add +245.8% 64,145 $3.2M
Yeomans Consulting Group, Inc. 1.12% Add +77.0% 64,714 $3.2M
Barry Investment Advisors, LLC 0.74% Add +100.8% 63,423 $3.2M
Gateway Wealth Partners, LLC 0.43% Add +13.9% 62,897 $3.2M
Fortune Financial Advisors, LLC 2.39% Add +1.9% 62,856 $3.2M
Integrated Advisors Network LLC 0.13% Add +233.5% 62,662 $3.2M
GTS Securities LLC 0.12% New 62,454 $3.2M
Fifth Third Securities, Inc. 0.22% Reduce -4.3% 62,263 $3.2M
Cranbrook Wealth Management, LLC 0.63% Add +9.2% 62,193 $3.1M
Corient Private Wealth LP 0.00% Reduce -92.9% 61,563 $3.1M
Aspire Capital Advisors LLC 0.77% Reduce -57.7% 61,439 $3.1M
Chesley Taft & Associates LLC 0.13% Add +0.8% 60,899 $3.1M
Sage Rhino Capital LLC 0.59% Add +2.3% 60,693 $3.1M
Liberty Capital Management, Inc. 0.58% Add +23.0% 60,602 $3.1M
Merit Financial Group, LLC 0.03% Reduce -4.2% 60,394 $3.1M
K2 Financial Inc. 2.46% Reduce -1.6% 60,959 $3.1M
IFG Advisory, LLC 0.14% Add +7.7% 59,985 $3.0M
Advisory Alpha, LLC 0.08% Reduce -29.4% 60,040 $3.0M
Strategic Financial Concepts, LLC 0.44% Add +1.4% 59,277 $3.0M
Triad Wealth Partners, LLC 0.39% Add +13.7% 59,131 $3.0M
Asset Allocation Strategies LLC 0.58% Reduce -15.2% 58,289 $3.0M
SpringVest Wealth Management LLC 2.17% Add +5.7% 58,234 $2.9M
Wealthedge Investment Advisors, LLC 1.11% Reduce -55.4% 57,909 $2.9M
Compton Financial Group, LLC 0.70% Reduce -1.5% 57,627 $2.9M
Financial Life Advisors 0.94% Add +6.8% 57,591 $2.9M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -2.9% 57,566 $2.9M
Northern Trust Corp. 0.00% Reduce -8.2% 57,138 $2.9M
Avalon Capital Management 0.71% Reduce -56.0% 56,866 $2.9M
Farrell Financial LLC 1.80% Add +5.3% 56,742 $2.9M
Centurion Wealth Management LLC 0.65% New 56,216 $2.8M
Heritage Trust Co 0.30% Reduce -3.0% 56,197 $2.8M
MAI Capital Management 0.02% Add +0.7% 56,107 $2.8M
OMNI 360 Wealth, Inc. 1.58% Add +5.7% 55,758 $2.8M
JMG Financial Group, Ltd. 0.08% Reduce -2.6% 55,293 $2.8M
NorthRock Partners, LLC 0.05% New 55,193 $2.8M
Atria Investments, Inc 0.03% Reduce -21.8% 54,353 $2.8M
ARK & TLK Investments, LLC 0.87% Add +0.4% 54,257 $2.7M
TSA Wealth Managment LLC 0.93% Add +4.9% 53,958 $2.7M
Dorsey & Whitney Trust CO LLC 0.14% No change 53,826 $2.7M
Conrad Siegel Investment Advisors, Inc. 0.57% Add +0.9% 53,780 $2.7M
Boston Standard Wealth Management, LLC 0.46% Add +4.4% 53,667 $2.7M
Global Retirement Partners, LLC 0.06% Reduce -8.6% 53,438 $2.7M
Hoese & Co LLP 2.07% Add +3321.5% 53,409 $2.7M
Guild Investment Management, Inc. 2.15% Add +60.3% 53,395 $2.7M
Avant Financial Advisors LLC 2.02% Add +16.9% 52,931 $2.7M
GC Wealth Management RIA, LLC 0.09% Reduce -49.4% 52,744 $2.7M
TD Private Client Wealth LLC 0.06% Add +5.6% 52,742 $2.7M
Sharper & Granite LLC 0.95% Add +0.1% 52,578 $2.7M
Sigma Planning Corp 0.08% Add +2.4% 52,424 $2.7M
Modera Wealth Management, LLC 0.03% Add +17.1% 52,385 $2.7M
Total Wealth Planning, LLC 0.30% Reduce -4.0% 52,002 $2.6M
Partners Capital Investment Group, LLP 0.10% Reduce -10.2% 51,649 $2.6M
Lodestone Wealth Management LLC 1.17% Add +7.5% 51,579 $2.6M
Monarch Capital Management Inc. 0.64% Add +1.4% 51,566 $2.6M
Edgestream Partners, L.P. 0.07% Reduce -10.1% 50,600 $2.6M
Altiora Financial Group, LLC 0.46% Add +1.3% 50,196 $2.5M
Apriem Advisors 0.24% Add +0.0% 49,977 $2.5M
Titan Global Capital Management USA LLC 0.37% Add +11.3% 49,923 $2.5M
Summit Global Investments 0.15% Add +1.5% 49,212 $2.5M
Fig Financial Advisory Services Inc. 1.56% Add +2.9% 49,106 $2.5M
Columbus Macro, LLC 0.28% Reduce -1.2% 49,077 $2.5M
Raffa Wealth Management, LLC 0.44% Reduce -12.7% 48,679 $2.5M
Veery Capital, LLC 0.78% Add +9.3% 48,677 $2.5M
Lakewood Asset Management LLC 1.48% Add +7.5% 48,425 $2.5M
Florin Court Capital LLP 1.91% No change 48,100 $2.4M
New Dimensions Wealth Management, LLC 2.13% Reduce -2.1% 48,002 $2.4M
Seed Wealth Management, Inc. 1.68% Reduce -2.4% 47,927 $2.4M
OneDigital Investment Advisors LLC 0.02% Reduce -7.7% 47,786 $2.4M
HTG Investment Advisors, Inc. 0.81% Add +47.8% 47,461 $2.4M
Jones Financial Companies LLLP 0.00% Add +33.4% 47,244 $2.4M
D.A. Davidson & Co. 0.02% Reduce -1.0% 47,208 $2.4M
Lodestar Private Asset Management LLC 0.25% Add +3.1% 47,152 $2.4M
BBR Partners, LLC 0.14% No change 46,632 $2.4M
Gilbert Capital Group, Inc. 1.82% Add +8.5% 46,451 $2.4M
Sterling Financial Planning, Inc. 0.74% Add +5.1% 46,232 $2.3M
Arbor Investment Advisors, LLC 0.30% Reduce -7.5% 46,166 $2.3M
Visionary Wealth Advisors 0.11% Reduce -7.9% 45,065 $2.3M
Captrust Financial Advisors 0.00% Add +6.5% 45,030 $2.3M
Equity Investment Corp. 0.05% Add +1.0% 44,918 $2.3M
Sensible Financial Planning & Management, LLC. 0.41% Reduce -5.1% 44,307 $2.2M
Silver Oak Advisory Group, Inc. 1.01% Add +1.3% 44,119 $2.2M
Motley Fool Wealth Management, LLC 0.15% Reduce -11.6% 43,959 $2.2M
Balanced Rock Investment Advisors LLC 1.63% Add +5.8% 43,945 $2.2M
Ifrah Financial Services, Inc. 0.58% Reduce -0.9% 43,890 $2.2M
RFG - Bristol Wealth Advisors, LLC 0.63% New 42,895 $2.2M
Legacy Financial Group, Inc. 0.59% Reduce -3.8% 42,776 $2.2M
Baker Tilly Wealth Management, LLC 0.49% New 42,626 $2.2M
CGN Advisors LLC 0.18% Add +6.8% 42,346 $2.1M
Zeit Capital LLC 1.45% Reduce -0.3% 42,139 $2.1M
Red Lighthouse Investment Management, LLC 0.74% Add +10.0% 42,067 $2.1M
Headinvest, LLC 0.44% Add +8.3% 41,852 $2.1M
Tranquilli Financial Advisor LLC 1.24% Reduce -33.0% 41,501 $2.1M
Performance Wealth Partners, LLC 0.06% Reduce -11.8% 41,318 $2.1M
Arkadios Wealth Advisors 0.05% Reduce -51.9% 41,270 $2.1M
Park Avenue Securities LLC 0.02% Add +3.1% 41,189 $2.1M
Diversify Wealth Management, LLC 0.12% Reduce -20.8% 40,795 $2.0M
LexAurum Advisors, LLC 0.29% Add +9.3% 39,947 $2.0M
Retirement Planning Group, LLC 0.07% No change 39,643 $2.0M
Elevate Wealth Advisory, Inc. 1.45% Add +0.8% 39,479 $2.0M
Earned Wealth Advisors, LLC 0.32% Reduce -7.7% 38,897 $2.0M
Cypress Capital, LLC 0.56% Add +7.8% 38,852 $2.0M
Disciplined Investments, LLC 0.78% Reduce -9.7% 38,577 $2.0M
Level Financial Advisors 0.55% Add +0.3% 38,476 $1.9M
Timber Creek Capital Management LLC 0.47% Reduce -65.1% 38,414 $1.9M
Koss-Olinger Consulting, LLC 0.16% No change 38,608 $1.9M
J. Team Financial, Inc. 1.95% — 37,914 $1.9M
DORVAL Corp 0.63% Reduce -5.8% 37,853 $1.9M
Compound Planning, Inc. 0.06% Add +44.9% 37,601 $1.9M
Staley Capital Advisers Inc. 0.08% No change 37,425 $1.9M
Glass Jacobson Investment Advisors llc 0.68% Reduce -3.4% 37,051 $1.9M
Janney Montgomery Scott LLC 0.00% Reduce -9.8% 36,963 $1.9M
Flagship Harbor Advisors, LLC 0.08% Reduce -34.3% 36,894 $1.9M
Marex Group Ltd 0.02% New 36,327 $1.8M
FIDELIS iM, LLC 1.14% Reduce -81.7% 34,800 $1.8M
Sheridan Capital Management, LLC 0.96% New 35,825 $1.8M
PNC Financial Services Group, Inc. 0.00% Reduce -6.3% 35,746 $1.8M
Aegis Wealth Management LLC 0.97% Add +0.8% 35,601 $1.8M
Sanctuary Advisors, LLC 0.01% Add +1.4% 35,556 $1.8M
Exencial Wealth Advisors, LLC 0.06% Reduce -1.0% 35,060 $1.8M
L. Roy Papp & Associates, LLP 0.20% Reduce -0.6% 34,697 $1.8M
ArchPoint Investors 0.48% No change 34,614 $1.8M
Baron Silver Stevens Financial Advisors, LLC 0.26% Add +3.2% 34,539 $1.7M
OneAscent Financial Services LLC 0.11% Reduce -2.0% 33,874 $1.7M
One Wealth Map LLC 0.89% Reduce -12.6% 33,459 $1.7M
SimpliFi, Inc. 0.71% Add +91.6% 32,741 $1.7M
Clear Creek Financial Management, LLC 0.14% Add +16.1% 32,466 $1.6M
Tilia Fiduciary Partners, Inc. 0.95% Add +14.3% 32,440 $1.6M
Waverly Advisors, LLC 0.02% Reduce -31.0% 32,326 $1.6M
StoneX Group Inc. 0.07% Add +4.3% 32,240 $1.6M
S.A. Mason LLC 0.71% No change 31,864 $1.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Add +8.5% 31,475 $1.6M
Macroview Investment Management LLC 1.19% Add +14.3% 31,351 $1.6M
AXS Investments LLC 0.50% Reduce -13.8% 31,216 $1.6M
Essential Partners LLC 0.52% Reduce -42.2% 31,157 $1.6M
Aries Wealth Management 0.37% Add +2.6% 31,145 $1.6M
Conservest Capital Advisors, Inc. 0.14% Add +60.5% 30,743 $1.6M
Summit Financial, LLC 0.02% Reduce -9.0% 30,442 $1.5M
Hanover Advisors Inc. 0.60% Add +0.6% 30,409 $1.5M
Capital Squared Financial LLC 1.33% Add +3.1% 30,323 $1.5M
Rinkey Investments 0.41% Reduce -4.4% 30,251 $1.5M
JT Stratford LLC 0.20% Add +13.3% 30,068 $1.5M
Comerica Bank 0.01% Reduce -5.4% 29,562 $1.5M
Breakwater Investment Management 0.55% Add +1.9% 29,290 $1.5M
Creative Financial Designs Inc. 0.10% Add +0.0% 29,243 $1.5M
Matrix Trust Co 0.23% Reduce -4.3% 28,808 $1.5M
Forum Financial Management, LP 0.02% Add +2.9% 28,596 $1.4M
Moloney Securities Asset Management, LLC 0.17% Reduce -1.4% 28,362 $1.4M
Coston, McIsaac & Partners 0.34% Add +2.7% 27,963 $1.4M
Csenge Advisory Group 0.07% Reduce -3.6% 27,119 $1.4M
Oppenheimer Asset Management Inc. 0.01% Reduce -3.9% 26,926 $1.4M
Kathmere Capital Management, LLC 0.10% Add +82.3% 26,670 $1.4M
Marathon Strategic Advisors, LLC 1.07% Add +0.4% 26,461 $1.3M
Continuum Advisory, LLC 0.14% Add +2.7% 26,407 $1.3M
Pekin Hardy Strauss, Inc. 0.14% Reduce -5.0% 26,403 $1.3M
Oak Harvest Investment Services 0.16% Reduce -0.6% 26,383 $1.3M
Seneschal Advisors, LLC 0.97% Add +150.0% 26,316 $1.3M
Thrivent Financial for Lutherans 0.00% New 25,571 $1.3M
National Bank of Canada 0.00% Reduce -20.8% 24,974 $1.3M
FDx Advisors, Inc. 0.38% Reduce -2.5% 25,116 $1.3M
Innovative Wealth Building LLC 0.98% Add +9.6% 24,753 $1.3M
Kaufman Rossin Wealth, LLC 0.67% Add +22.3% 24,227 $1.2M
Mustard Seed Financial, LLC 0.79% Reduce -0.3% 24,156 $1.2M
Maltin Wealth Management, Inc. 0.51% Add +3.5% 24,081 $1.2M
Elevation Capital Advisory, LLC 0.48% New 23,737 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Add +8.0% 23,651 $1.2M
Factor Wealth Management LTD 0.29% Add +3.8% 23,196 $1.2M
Willow Creek Wealth Management Inc. 0.10% Add +24.4% 22,958 $1.2M
Sage Capital Management, LLC 0.52% Add +0.8% 22,886 $1.2M
BCS Private Wealth Management, Inc. 0.41% Add +17.4% 22,623 $1.1M
Midwest Trust Co 0.01% Reduce -4.5% 22,596 $1.1M
Washington Trust Bank 0.08% Reduce -9.0% 22,550 $1.1M
Mutual Advisors, LLC 0.03% Add +0.8% 22,744 $1.1M
Successful Portfolios LLC 0.66% Reduce -0.8% 22,450 $1.1M
MFA Wealth Services 0.76% New 21,640 $1.1M
FC Advisory LLC 0.32% Reduce -0.3% 21,547 $1.1M
Evanson Asset Management, LLC 0.06% Add +0.8% 21,330 $1.1M
Brighton Securities Corp. 0.55% Add +38.9% 21,032 $1.1M
Cwm, LLC 0.00% Add +51.6% 20,886 $1.1M
Kings Path Partners LLC 0.39% Reduce -3.3% 20,857 $1.1M
Round Rock Advisors LLC 0.17% Add +1.4% 20,829 $1.1M
MA Private Wealth 0.18% Add +3.6% 20,742 $1.1M
Jackson Hole Capital Partners, LLC 0.18% Add +0.7% 20,713 $1.0M
LaSalle St. Investment Advisors, LLC 0.19% Add +20.1% 20,609 $1.0M
Orion Porfolio Solutions, LLC 0.01% Reduce -10.4% 20,507 $1.0M
Sheets Smith Wealth Management 0.12% Add +11.4% 20,504 $1.0M
Stratos Wealth Partners, LTD. 0.01% Add +152.5% 20,410 $1.0M
Discipline Wealth Solutions, LLC 0.27% Add +252.3% 20,394 $1.0M
Foundations Investment Advisors, LLC 0.01% Add +24.8% 20,041 $1.0M
Unison Advisors LLC 0.09% Add +0.9% 19,918 $1.0M
Larson Financial Group LLC 0.04% Reduce -13.8% 19,817 $1.0M
Main Street Financial Solutions, LLC 0.06% Reduce -10.2% 19,801 $1.0M
Ledyard National Bank 0.09% No change 19,626 $994K
Arete Wealth Advisors, LLC 0.06% Reduce -11.9% 19,515 $988K
CreativeOne Wealth, LLC 0.02% Reduce -6.7% 19,386 $981K
JDH Wealth Management, LLC 0.69% Add +22.0% 19,291 $977K
Independent Financial Group, LLC 0.02% Add +6.2% 19,267 $975K
Dopkins Wealth Management, LLC 0.41% Add +1.9% 19,148 $969K
KPP Advisory Services LLC 0.14% Reduce -30.1% 19,104 $967K
Independent Wealth Network Inc. 0.31% Add +0.7% 18,999 $962K
AdvisorNet Financial, Inc 0.05% Reduce -15.4% 18,923 $958K
Mengis Capital Management, Inc. 0.19% Add +4.7% 18,904 $957K
Commons Capital, LLC 0.64% Add +5.1% 18,845 $954K
Focus Financial Network, Inc. 0.03% Reduce -0.2% 18,543 $939K
SteelPeak Wealth, LLC 0.03% Add +5.5% 18,510 $937K
Private Trust Co. NA 0.08% Add +16.4% 18,493 $936K
Bulltick Wealth Management, LLC 0.22% Reduce -26.0% 18,244 $924K
EPG Wealth Management LLC 0.25% Reduce -71.4% 18,178 $920K
Patriot Investment Management Group, Inc. 0.06% Add +6.5% 18,111 $917K
Level Four Advisory Services, LLC 0.03% Add +1.9% 17,726 $898K
Stewardship Advisors, LLC 0.21% Reduce -3.7% 17,723 $897K
Engineers Gate Manager LP 0.01% New 17,667 $894K
TPG Advisors LLC 0.59% Add +10.3% 17,654 $894K
L.K. Benson & Company, P.C. 0.48% Add +0.3% 17,453 $884K
Laurel Wealth Advisors LLC 0.12% Add +39.2% 17,285 $875K
Angeles Wealth Management, LLC 0.05% Add +118.6% 17,047 $863K
Prospera Financial Services Inc 0.01% Add +4.2% 16,833 $852K
Synovus Financial Corp. 0.01% Add +0.3% 16,817 $851K
Beckerman Institutional, LLC 0.50% Add +44.0% 16,691 $845K
Pallas Capital Advisors LLC 0.03% No change 16,419 $831K
Mraz, Amerine & Associates, Inc. 0.13% Reduce -10.5% 16,403 $830K
Physician Wealth Solutions Inc. 0.36% No change 16,356 $828K
Prostatis Group LLC 0.21% Reduce -0.5% 16,213 $821K
Capstone Wealth Management, LLC 0.63% Add +7.0% 16,119 $816K
Avion Wealth 0.17% Reduce -4.1% 15,950 $807K
BIP Wealth, LLC 0.04% Add +35.0% 15,778 $799K
Fischer Financial Services, Inc. 0.21% Add +0.2% 15,725 $796K
Essex Financial Services, Inc. 0.05% No change 15,710 $795K
&partners 0.01% Add +36.7% 15,603 $793K
Wealthcare Advisory Partners LLC 0.02% Add +19.5% 15,641 $792K
Hemington Wealth Management 0.10% No change 15,574 $788K
Cobblestone Asset Management LLC 0.36% New 15,541 $787K
Meridian Wealth Management, LLC 0.03% Reduce -6.2% 15,428 $781K
Cornerstone Advisors Asset Management, LLC 0.14% Reduce -1.4% 15,374 $778K
Leavell Investment Management, Inc. 0.03% Add +104.9% 15,356 $777K
One Degree Advisors Inc 0.24% Add +5.6% 15,305 $774K
AllSquare Wealth Management LLC 0.41% Reduce -7.3% 15,240 $772K
BCGM Wealth Management, LLC 0.20% Add +10.3% 15,028 $761K
Wedmont Private Capital 0.03% Add +198.1% 15,185 $760K
Clearbridge Investments, LLC 0.00% No change 15,000 $759K
Black Diamond Financial, LLC 0.08% Reduce -0.0% 14,913 $755K
N.E.W. Advisory Services LLC 0.07% Add +10.9% 14,905 $755K
Crabel Capital Management, LLC 0.67% Reduce -60.9% 14,794 $749K
Roble, Belko & Company, Inc 0.10% Add +0.4% 14,654 $742K
Adams Wealth Management 0.16% Reduce -0.0% 14,569 $738K
CacheTech Inc. 0.15% Reduce -0.0% 14,569 $738K
Center For Asset Management LLC 0.39% Reduce -23.6% 14,559 $737K
Smithbridge Asset Management Inc. 0.11% New 14,338 $726K
United Advisor Group, LLC 0.10% Reduce -7.1% 14,301 $724K
HMV Wealth Advisors, LLC 0.39% Add +12.6% 14,120 $715K
Golden Road Advisors LLC 0.41% Reduce -34.3% 14,118 $715K
Wellington Shields & Co., LLC 0.18% No change 14,000 $709K
GenTrust, LLC 0.03% Reduce -9.3% 13,917 $705K
Midwestern Financial, LLC 0.60% Add +72.6% 13,849 $701K
Atlantic Union Bankshares Corp 0.01% Add +43.9% 13,750 $696K
Brookwood Investment Group LLC 0.09% Reduce -13.6% 13,676 $692K
Concurrent Investment Advisors, LLC 0.01% Reduce -0.9% 13,565 $687K
McElhenny Sheffield Capital Management, LLC 0.16% No change 13,442 $681K
Signal Advisors Wealth, LLC 0.06% Add +1.2% 13,392 $678K
Strategic Investment Solutions, Inc. 0.18% Add +963.5% 13,389 $678K
Wesbanco Bank Inc. 0.02% Add +0.9% 13,328 $675K
Strategic Investment Advisors / MI 0.06% Add +7.5% 13,244 $672K
Pure Portfolios Holdings LLC 0.21% Add +0.6% 13,246 $671K
IFS Group,LLC 0.58% — 13,249 $663K
Parkwoods Wealth Partners, LLC 0.23% New 13,065 $661K
Flow Traders U.S. LLC 0.03% New 12,884 $652K
Iams Wealth Management, LLC 0.26% Add +70.0% 12,854 $651K
AE Wealth Management LLC 0.00% Add +26.9% 12,680 $642K
Pathstone Holdings, LLC 0.00% Add +0.0% 12,669 $641K
Pillar Financial Advisors, LLC 0.40% No change 12,664 $641K
Montis Financial, LLC 0.15% New 12,644 $640K
Hardin Capital Partners, LLC 0.34% Add +0.4% 12,605 $638K
World Investment Advisors 0.01% Add +77.4% 12,453 $630K
Flagstar Securities, Inc. 0.19% Add +1.5% 12,432 $629K
J.W. Cole Advisors, Inc. 0.01% Reduce -1.4% 12,400 $628K
Private Harbour Investment Management & Counsel, LLC 0.65% Reduce -3.9% 12,370 $626K
Security Financial Services, INC. 0.10% New 12,343 $625K
Envision Financial LLC 0.36% Add +7.6% 12,299 $623K
Savvy Advisors, Inc. 0.03% Add +0.9% 12,182 $617K
Joel Isaacson & Co., LLC 0.02% New 12,173 $616K
Choreo, LLC 0.01% Reduce -38.0% 12,101 $613K
Keebeck Wealth Management 0.07% Add +12.3% 12,089 $612K
Ashton Thomas Private Wealth, LLC 0.02% Add +4.3% 11,796 $597K
SkyOak Wealth, LLC 0.11% No change 11,795 $597K
Claris Advisors, LLC / Mo / 0.21% Add +3.6% 11,828 $595K
Mather Group, Llc. 0.01% Reduce -0.4% 11,652 $590K
Skyline Advisors, Inc. 0.20% Add +0.1% 11,570 $586K
CoreCap Advisors, LLC 0.02% Add +19.2% 11,550 $585K
BridgePort Financial Solutions, LLC 0.16% Add +0.0% 11,498 $582K
Advyzon Investment Management, LLC 0.10% Add +60.7% 11,471 $581K
Guggenheim Capital LLC 0.00% Reduce -44.0% 11,324 $573K
Bryn Mawr Trust Advisors, LLC 0.03% Add +37.0% 11,220 $568K
Caldwell Trust Co 0.05% Reduce -6.7% 11,120 $563K
Arkos Global Advisors 0.07% No change 11,102 $562K
Northstar Group, Inc. 0.09% Reduce -0.9% 11,061 $560K
AssuredPartners Investment Advisors, LLC 0.12% New 10,978 $556K
HBW Advisory Services LLC 0.06% Reduce -11.4% 10,958 $555K
Shayne & Jacobs, LLC 0.17% No change 10,950 $554K
Consolidated Portfolio Review Corp 0.07% Add +70.2% 10,945 $554K
Hershey Financial Advisers, LLC 0.47% Reduce -30.8% 10,885 $551K
American Investment Services, Inc. 0.13% Add +21.3% 10,865 $550K
Brookstone Capital Management 0.01% Reduce -4.5% 10,855 $550K
Millennium Management 0.00% New 10,828 $548K
Inman Jager Wealth Management, LLC 0.35% Reduce -20.1% 10,741 $544K
Capital Investment Services of America, Inc. 0.05% No change 10,673 $540K
Woodward Diversified Capital, LLC 0.25% Reduce -48.6% 10,640 $539K
Old Mission Capital LLC 0.02% New 10,585 $536K
Kestra Private Wealth Services, LLC 0.01% Add +0.3% 10,580 $536K
Calton & Associates, Inc. 0.08% New 10,484 $531K
Moneco Advisors, LLC 0.04% Reduce -2.0% 10,425 $528K
FineMark National Bank & Trust 0.02% Reduce -1.0% 10,413 $527K
Ballentine Partners, LLC 0.01% No change 10,348 $524K
Diversified Enterprises, LLC 0.04% Reduce -13.6% 10,342 $524K
Prime Capital Investment Advisors, LLC 0.01% Add +65.0% 10,212 $517K
Aptus Capital Advisors, LLC 0.00% Add +45.3% 10,172 $515K
Snowden Capital Advisors LLC 0.01% No change 10,132 $513K
Pettyjohn, Wood & White, Inc. 0.08% Add +0.2% 10,110 $512K
NorthCoast Asset Management LLC 0.00% Add +8.6% 10,108 $512K
Hilltop Holdings Inc. 0.03% Reduce -26.8% 9,938 $503K
Bokf, NA 0.01% Add +4.3% 9,800 $496K
Brighton Jones LLC 0.01% Add +7.7% 9,736 $493K
Simplicity Wealth,LLC 0.03% Reduce -60.4% 9,710 $492K
Elevated Capital Advisors, LLC 0.12% Reduce -12.3% 9,601 $486K
M&T Bank Corp 0.00% Reduce -0.6% 9,575 $485K
Silver Grove Financial Group, Inc. 0.45% — 9,441 $478K
Southland Equity Partners LLC 0.10% Reduce -29.6% 9,431 $477K
Coordinated Financial Services, Inc. 0.31% Add +11.8% 9,427 $477K
Root Financial Partners, LLC 0.03% Add +102.6% 9,372 $474K
Mesirow Financial Investment Management, Inc. 0.01% Add +2.6% 9,347 $473K
Horizon Financial Services, LLC 0.22% Reduce -33.1% 9,269 $469K
Waldron Private Wealth LLC 0.02% New 9,213 $466K
Belpointe Asset Management LLC 0.02% Add +60.4% 9,185 $465K
Virtue Capital Management, LLC 0.07% Reduce -89.7% 6,775 $453K
Apollon Wealth Management, LLC 0.01% Reduce -37.4% 8,944 $453K
Shared Vision Wealth Group LLC 0.19% No change 8,885 $446K
Strengthening Families & Communities, LLC 0.10% New 8,735 $442K
Richmond Investment Services, LLC 0.08% Add +68.6% 8,545 $433K
Johnson Financial Group, LLC 0.04% No change 8,536 $432K
Trilogy Capital Inc. 0.02% Reduce -3.2% 8,506 $431K
Accredited Wealth Management, LLC 0.32% Add +15.9% 10,685 $430K
Trademark Financial Management, LLC 0.25% Add +63.5% 8,356 $423K
Cedar Mountain Advisors, LLC 0.08% Add +32.7% 8,298 $420K
Synergy Asset Management, LLC 0.02% New 8,288 $420K
Kovack Advisors, Inc. 0.04% Reduce -37.0% 8,243 $417K
Main Street Group, LTD 0.13% No change 8,231 $417K
UMB Bank, n.a. 0.01% Reduce -1.5% 8,221 $416K
Mission Creek Capital Partners, Inc. 0.08% Add +0.3% 8,164 $413K
Creekside Partners 0.18% Add +0.4% 8,152 $413K
Peak Retirement Planning, Inc. 0.11% Add +38.5% 8,047 $407K
Denali Advisors LLC 0.05% Reduce -17.7% 7,968 $403K
McGrath & Associates, Inc. 0.60% Reduce -41.3% 7,930 $401K
O'shaughnessy Asset Management, LLC 0.00% Add +9.8% 7,755 $393K
Dakota Wealth Management 0.01% Reduce -24.3% 7,664 $388K
Brewster Financial Planning LLC 0.24% No change 7,637 $387K
Blue Trust, Inc. 0.00% Add +48.6% 7,579 $384K
Aberdeen Group plc 0.00% New 7,568 $383K
WealthTrak Capital Management LLC 0.31% Reduce -26.8% 7,554 $382K
Flywheel Private Wealth LLC 0.30% Reduce -2.8% 7,525 $381K
Old North State Trust, LLC 0.22% Reduce -2.4% 7,277 $368K
Frisch Financial Group, Inc. 0.09% New 7,246 $367K
Composition Wealth, LLC 0.01% Reduce -1.3% 7,108 $360K
Proffitt & Goodson Inc. 0.05% No change 7,104 $360K
WJ Financial Advisors LLC 0.35% — 7,099 $359K
Oak Family Advisors, LLC 0.12% New 7,087 $359K
Western Wealth Management, LLC 0.02% Reduce -10.0% 7,043 $357K
Prosperity Wealth Management, Inc. 0.12% Reduce -0.7% 6,968 $353K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -23.7% 6,969 $353K
Rede Wealth, LLC 0.28% Reduce -80.6% 6,932 $351K
Eagle Bay Advisors LLC 0.28% Reduce -3.4% 6,932 $351K
Lynx Investment Advisory 0.20% Reduce -3.8% 6,766 $343K
Wealthspire Retirement, LLC 0.02% Reduce -34.5% 6,718 $340K
Summit Financial Strategies, Inc. 0.03% Add +1.5% 6,701 $339K
Moneta Group Investment Advisors LLC 0.00% New 6,611 $335K
Chicago Capital, LLC 0.01% No change 6,553 $332K
Access Financial Services, Inc. 0.12% No change 6,515 $330K
Freestate Advisors LLC 0.28% Add +22.3% 6,504 $329K
Topel & Distasi Wealth Management, LLC 0.16% Reduce -0.5% 6,416 $325K
Sowell Financial Services LLC 0.01% Add +1.0% 6,375 $323K
Cahill Financial Advisors Inc. 0.04% Reduce -6.6% 6,271 $318K
Walter & Keenan Wealth Management LLC /in/ 0.09% Add +47.2% 6,234 $316K
Chapman Financial Group, LLC 0.22% New 6,225 $315K
PFG Investments, LLC 0.02% Add +25.9% 6,187 $313K
FMB Wealth Management 0.13% No change 6,184 $313K
American Trust 0.03% Add +1.8% 6,167 $312K
LifePlan Investment Advisors, Inc. 0.13% Add +28.0% 6,155 $312K
Susquehanna International Group, LLP 0.00% New 6,147 $311K
SBI Securities Co., Ltd. 0.01% Add +30.5% 6,133 $311K
Quantinno Capital Management LP 0.00% New 6,117 $310K
Five Oceans Advisors 0.11% Reduce -6.9% 6,109 $309K
Harbour Investments, Inc. 0.01% Reduce -4.3% 6,101 $309K
Capstone Wealth Management Group LLC 0.20% No change 6,097 $309K
Ameritas Advisory Services, LLC 0.02% Reduce -64.4% 6,039 $306K
Red Wave Investments LLC 0.09% No change 5,997 $304K
Perennial Investment Advisors, LLC 0.03% Reduce -1.3% 5,967 $302K
Accurate Wealth Management, LLC 0.04% Add +7.3% 5,958 $299K
Two Sigma Securities, LLC 0.04% New 5,896 $299K
Resurgent Financial Advisors LLC 0.15% New 5,883 $298K
Wilmington Savings Fund Society, FSB 0.01% Reduce -24.6% 5,881 $298K
W.H. Cornerstone Investments Inc. 0.18% Add +22.4% 5,879 $298K
GeoWealth Management, LLC 0.01% Add +4.3% 5,828 $295K
Alhambra Investment Management LLC 0.14% Add +28.7% 5,679 $288K
SageView Advisory Group, LLC 0.01% Reduce -0.6% 5,678 $287K
Great Valley Advisor Group, Inc. 0.01% Add +12.2% 5,670 $287K
Wealth Dimensions Group, Ltd. 0.06% No change 5,664 $287K
Fiduciary Advisors, Inc. 0.23% Add +11.2% 5,660 $287K
Principia Wealth Advisory, LLC 0.20% Add +4.3% 5,658 $286K
Archer Investment Corp 0.06% Reduce -0.5% 5,640 $286K
Capital Investment Advisory Services, LLC 0.02% Reduce -5.4% 5,580 $283K
Citizens Financial Group Inc. 0.00% Reduce -0.8% 5,542 $281K
Physician Wealth Advisors, Inc. 0.04% No change 5,534 $280K
KW Wealth Management LLC 0.47% — 5,472 $277K
Verus Capital Partners, LLC 0.02% Add +3.8% 5,473 $277K
Bragg Financial Advisors, Inc 0.01% Add +5.6% 5,400 $273K
Keystone Financial Group, Inc. 0.15% Reduce -47.7% 5,367 $272K
Grand Wealth Management, LLC 0.13% Reduce -1.6% 5,363 $272K
Oppenheimer & Co. Inc. 0.00% Add +4.6% 5,352 $271K
Cascade Financial Partners, LLC 0.03% No change 5,211 $264K
Ramsay, Stattman, Vela & Price, Inc. 0.05% No change 5,165 $262K
Eldridge Investment Advisors, Inc. 0.06% Reduce -74.9% 5,147 $261K
Towneley Capital Management, Inc / DE 0.06% Add +0.5% 5,142 $260K
Ehrlich Financial Group 0.15% New 5,093 $258K
Maia Wealth LLC 0.04% Reduce -4.5% 5,139 $257K
Tenon Financial LLC 0.13% No change 5,064 $256K
Sax Wealth Advisors, LLC 0.01% Reduce -2.2% 5,057 $256K
Dogwood Wealth Management LLC 0.12% No change 5,054 $256K
Pine Harbor Wealth Management, LLC 0.08% Reduce -28.9% 5,047 $256K
Stone Summit Wealth LLC 0.07% Reduce -77.4% 5,047 $256K
Tred Avon Family Wealth, LLC 0.09% — 5,003 $253K
Petra Financial Advisors Inc. 0.15% Reduce -5.9% 4,955 $251K
2UniFi Bank 0.13% Reduce -1.6% 4,945 $250K
WealthCare Investment Partners, LLC 0.08% No change 4,987 $250K
eCIO, Inc. 0.09% Add +10.4% 4,905 $248K
Johnson Bixby & Associates, LLC 0.03% Add +0.1% 4,895 $248K
Summit Wealth Group LLC / Co. 0.03% New 5,336 $247K
Evercore Wealth Management, LLC 0.00% No change 4,830 $245K
Archvest Wealth Advisors, Inc. 0.22% New 4,830 $245K
WMG Financial Advisors, LLC 0.08% Reduce -14.7% 4,822 $244K
Lakeshore Financial Planning, Inc. 0.09% Add +0.5% 4,791 $243K
CFS Investment Advisory Services, LLC 0.02% New 4,802 $241K
GWN Securities Inc. 0.06% Reduce -44.1% 4,745 $240K
TruNorth Capital Management, LLC 0.05% No change 4,705 $238K
Fortis Capital Advisors, LLC 0.04% Reduce -18.1% 4,692 $238K
Key Financial Inc 0.04% Add +0.8% 4,736 $237K
Sequent Planning LLC 0.07% Reduce -3.5% 4,656 $236K
KMG Fiduciary Partners, LLC 0.02% No change 4,619 $234K
Elser Financial Planning, Inc 0.28% No change 4,653 $233K
Pinnacle Bancorp, Inc. 0.07% Add +4.1% 4,554 $231K
Legacy PCG, LLC 0.14% No change 4,518 $229K
Palisade Asset Management, LLC 0.02% No change 4,513 $228K
Cambria Investment Management, L.P. 0.01% Reduce -0.2% 4,497 $228K
Jacobi Capital Management LLC 0.01% New 4,490 $227K
Cornerstone Financial Group, LLC 0.17% Add +0.8% 4,391 $222K
Sunburst Financial Group, LLC 0.05% Reduce -1.0% 4,385 $222K
Riverbend Wealth Management, LLC 0.15% Add +7.4% 4,378 $222K
Cardinal Point Capital Management ULC 0.02% Reduce -1.1% 4,421 $222K
JNBA Financial Advisors 0.02% No change 4,370 $221K
Mach-1 Financial Group, LLC 0.03% New 4,321 $219K
Integrity Advisory Solutions, LLC 0.03% — 4,321 $219K
SigFig Wealth Management, LLC 0.01% New 4,312 $218K
Kingswood Wealth Advisors, LLC 0.01% Add +3.0% 4,301 $218K
Golden Bell Financial Planning LLC 0.19% Add +0.8% 4,289 $217K
Soltis Investment Advisors LLC 0.01% Reduce -9.7% 4,242 $215K
VERITY Wealth Advisors 0.14% No change 4,239 $215K
Fi3 FINANCIAL ADVISORS, LLC 0.07% No change 4,215 $213K
Roth Financial Partners LLC 0.07% No change 4,210 $213K
Diversify Advisory Services, LLC 0.01% Add +1.5% 4,247 $212K
Beese Fulmer Investment Management, Inc. 0.01% New 4,178 $212K
Argent Trust Co 0.01% New 4,138 $210K
Gryphon Financial Partners LLC 0.02% New 4,090 $207K
Gilbert & Cook, Inc. 0.03% New 4,072 $206K
Kohmann Bosshard Financial Services, LLC 0.02% Reduce -6.6% 4,066 $206K
Integris Wealth Management, LLC 0.05% Reduce -22.7% 4,065 $206K
Joseph P. Lucia & Associates, LLC 0.08% Reduce -3.1% 4,060 $206K
Allied Investment Advisors, LLC 0.03% No change 4,014 $203K
Bard Associates Inc. 0.05% New 4,000 $203K
Wrenne Financial Planning LLC 0.09% Reduce -75.1% 3,995 $202K
First Horizon Corp. 0.01% — 3,915 $198K
CIBC Private Wealth Group LLC 0.00% Reduce -13.8% 3,890 $197K
WPG Advisers, LLC 0.15% Reduce -8.6% 3,805 $193K
JFS Wealth Advisors, LLC 0.01% No change 3,737 $189K
CENTRAL TRUST Co 0.00% Reduce -17.7% 3,412 $173K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 3,400 $172K
Hilltop National Bank 0.04% No change 3,313 $168K
Clearstead Advisors, LLC 0.00% No change 3,125 $158K
Hanson & Doremus Investment Management 0.02% No change 3,038 $154K
Advisors Asset Management, Inc. 0.00% New 3,029 $153K
Asset Dedication, LLC 0.01% Reduce -12.2% 3,005 $152K
Silver Oak Securities, Incorporated 0.01% Add +0.2% 2,918 $148K
Legacy Bridge, LLC 0.05% No change 2,588 $131K
Rialto Wealth Management, LLC 0.03% Add +0.2% 2,575 $130K
BNP Paribas Financial Markets 0.00% Reduce -97.0% 2,380 $120K
Parallel Advisors, LLC 0.00% Add +0.2% 2,337 $118K
Anchor Investment Management, LLC 0.01% Add +0.8% 2,312 $117K
Fairman Group, LLC 0.09% Add +0.9% 2,285 $116K
Lanark Financial, Inc. 0.01% Reduce -31.6% 2,254 $114K
TD Capital Management LLC 0.01% Add +0.9% 2,236 $113K
Bank of Montreal 0.00% New 2,149 $109K
Parkside Financial Bank & Trust 0.01% No change 2,087 $106K
Stelac Advisory Services LLC 0.04% No change 2,055 $104K
Cornerstone Planning Group LLC 0.02% Add +330.8% 504 $104K
Minot DeBlois Advisors LLC 0.09% No change 2,041 $103K
Capital Analysts, LLC 0.00% No change 2,000 $101K
Smartleaf Asset Management LLC 0.01% Add +2.2% 1,674 $85K
Oakworth Capital, Inc. 0.00% Reduce -7.1% 1,600 $81K
CBIZ Investment Advisory Services, LLC 0.00% No change 1,561 $79K
Vestor Capital, LLC 0.01% Add +5.6% 1,555 $79K
Coastline Trust Co 0.01% No change 1,470 $74K
DecisionPoint Financial, LLC 0.02% New 1,487 $74K
Tortoise Investment Management, LLC 0.01% No change 1,385 $70K
Cape Investment Advisory, Inc. 0.07% Add +5.9% 1,383 $70K
Washington Trust Advisors, Inc. 0.01% No change 1,368 $69K
Bessemer Group Inc. 0.00% Reduce -48.7% 1,345 $68K
Montag A & Associates Inc. 0.00% No change 1,301 $66K
Bogart Wealth, LLC 0.00% Add +0.8% 1,298 $66K
Murphy & Mullick Capital Management Corp 0.05% No change 1,247 $63K
EverSource Wealth Advisors, LLC 0.00% Add +386.4% 1,221 $62K
Medallion Wealth Advisors, LLC 0.02% Add +0.5% 1,201 $61K
Guerra Advisors Inc 0.02% New 1,133 $57K
Cullen/Frost Bankers, Inc. 0.00% Add +37.0% 1,073 $54K
Versant Capital Management, Inc 0.01% No change 1,000 $51K
Fifth Third Bancorp 0.00% Reduce -20.5% 982 $50K
VSM Wealth Advisory, LLC 0.02% Add +0.9% 974 $49K
Transamerica Financial Advisors, LLC 0.00% Add +1366.1% 909 $46K
ORG Partners LLC 0.01% Add +6.2% 896 $45K
HFM Investment Advisors, LLC 0.02% Reduce -7.6% 881 $45K
IFP Advisors, Inc 0.00% Add +1.2% 750 $38K
TD Waterhouse Canada Inc. 0.00% Add +583.3% 738 $37K
Motco 0.00% No change 720 $36K
Armstrong Advisory Group, Inc. 0.00% Add +0.9% 702 $36K
Rossby Financial, LCC 0.01% Add +1.2% 690 $35K
First Pacific Financial 0.00% No change 655 $33K
Ameriflex Group, Inc. 0.01% Reduce -93.0% 640 $32K
Lowe Wealth Advisors, LLC 0.01% No change 619 $31K
10Elms LLP 0.03% No change 594 $30K
Marshall & Sterling Wealth Advisors Inc. 0.02% Add +0.2% 586 $30K
NBT Bank, N.A. 0.00% Reduce -90.7% 51 $28K
Tidemark, LLC 0.01% No change 535 $27K
Westfuller Advisors, LLC 0.01% New 519 $26K
Global Trust Asset Management, LLC 0.01% No change 505 $26K
Ancora Advisors LLC 0.00% Add +0.0% 500 $25K
Financial Freedom, LLC 0.01% Add +0.8% 496 $25K
McIlrath & Eck, LLC 0.00% No change 473 $24K
Brown Brothers Harriman & Co. 0.00% Add +740.7% 454 $23K
Investors Research Corp 0.00% No change 435 $22K
Northwest Capital Management Inc 0.02% Reduce -2.3% 433 $22K
Millstone Evans Group, LLC 0.01% No change 406 $21K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 375 $19K
St Germain D J Co. Inc. 0.00% Add +27.8% 372 $19K
Rogco, LP 0.01% Reduce -27.2% 351 $18K
Sound Income Strategies, LLC 0.00% Add +13.8% 329 $16K
Blume Capital Management, Inc. 0.00% No change 300 $15K
Duncker Streett & Co. Inc. 0.00% No change 300 $15K
Delos Wealth Advisors, LLC 0.01% No change 289 $15K
Tsfg, LLC 0.00% Add +32.8% 247 $13K
Wolff Wiese Magana LLC 0.01% No change 246 $12K
CGC Financial Services, LLC 0.00% No change 246 $12K
Financial Gravity Asset Management, Inc. 0.00% — 233 $12K
Golden State Wealth Management, LLC 0.00% Add +0.9% 225 $11K
Chesapeake Asset Management LLC 0.01% No change 215 $11K
Strategic Wealth Partners, Ltd. 0.00% No change 206 $10K
Financial Connections Group, Inc. 0.00% Add +1.0% 197 $9K
Aventura Private Wealth, LLC 0.00% No change 164 $8K
IAG Wealth Partners, LLC 0.00% Add +1711.1% 163 $8K
Richardson Financial Services Inc. 0.00% Add +55.1% 152 $8K
Elevation Wealth Partners, LLC 0.00% No change 149 $8K
SouthState Bank Corp 0.00% No change 141 $7K
Salem Investment Counselors Inc. 0.00% No change 134 $7K
Ameritas Investment Partners, Inc. 0.00% No change 127 $6K
CVA Family Office, LLC 0.00% No change 119 $6K
Fortis Group Advisors, LLC 0.00% No change 117 $6K
GAMMA Investing LLC 0.00% No change 100 $5K
Federation des caisses Desjardins du Quebec 0.00% No change 96 $5K
Tompkins Financial Corp. 0.00% Add +48.1% 77 $4K
Sofi Wealth, LLC 0.00% Reduce -28.6% 50 $3K
Heritage Wealth Advisors 0.00% New 49 $2K
Bank of New Hampshire 0.00% No change 45 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 41 $2K
Glen Eagle Advisors, LLC 0.00% New 33 $2K
TFC Financial Management, Inc. 0.00% Reduce -95.8% 28 $1K
Vision Financial Markets LLC 0.00% No change 25 $1K
Legacy Wealth Managment, LLC 0.00% No change 20 $1K
Hantz Financial Services, Inc. 0.00% Reduce -93.6% 17 $1K
Halbert Hargrove Global Advisors, LLC 0.00% New 16 $811
Quest 10 Wealth Builders, Inc. 0.00% No change 16 $810
Financial Life Planners 0.00% New 4 $209
Curio Wealth, LLC 0.00% New 3 $152
SOA Wealth Advisors, LLC. 0.00% No change 3 $152
Bear Mountain Capital, Inc. 0.00% No change 3 $151
New Millennium Group LLC 0.00% No change 2 $96
Abound Wealth Management 0.00% No change 1 $59
Global Wealth Strategies & Associates 0.00% No change 1 $51
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 1 $51
Hazlett, Burt & Watson, Inc. 0.00% New 6 $0
Transce3nd, LLC 0.00% Reduce -73.0% 280 $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.