Vanguard Extended Market ETFVXFETF

13F holders, Q1 2024 (March 31)
772holders
3famous investors
$175.07avg. 13F price*

At the end of Q1 2024, 772 institutions reported holding Vanguard Extended Market ETF (VXF) in their 13F filings. The largest holders were Morgan Stanley ($601.6M), Wealthfront Advisers LLC ($570.6M) and Envestnet Asset Management Inc. ($534.8M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vanguard Extended Market ETF
CUSIP
922908652
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 772Q1 2024Q2 2024: 783Q2 2024Q3 2024: 812Q3 2024Q4 2024: 901Q4 2024Q1 2025: 868Q1 2025Q2 2025: 895Q2 2025Q3 2025: 907Q3 2025Q4 2025: 993Q4 2025Q1 2026: 1,008Q1 2026Q2 2026: 1,072Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions60$26.9M
Exits45$81.7M

Ownership 772 holders

Morgan Stanley 0.05% Add +5.6% 3,432,348 $601.6M
Wealthfront Advisers LLC 2.00% Add +4.8% 3,255,806 $570.6M
Envestnet Asset Management Inc. 0.20% Reduce -10.5% 3,051,540 $534.8M
Bank of America Corp. 0.03% Add +4.4% 1,779,308 $311.9M
Fifth Third Bancorp 0.90% Add +9.8% 1,311,838 $229.9M
Citigroup Inc. 0.24% Reduce -0.7% 1,241,520 $217.6M
Assetmark, Inc. 0.67% Reduce -5.6% 1,167,146 $204.6M
US Bancorp \de 0.25% Add +5.4% 1,022,948 $179.3M
Envestnet Portfolio Solutions, Inc. 0.59% Reduce -9.6% 899,128 $157.6M
Wells Fargo & Company 0.04% Add +6.7% 863,493 $151.3M
Royal Bank of Canada 0.03% Add +1.4% 749,188 $131.3M
Wealthspire Advisors, LLC 1.71% Add +0.7% 732,919 $128.5M
LPL Financial LLC 0.07% Add +2.8% 710,524 $124.5M
UBS Group AG 0.04% Reduce -2.4% 645,230 $113.1M
Vanguard Group Inc. 0.00% Add +29.7% 643,146 $112.7M
SigFig Wealth Management, LLC 4.08% Add +0.6% 635,046 $111.3M
Cambridge Investment Research Advisors, Inc. 0.42% Add +5.3% 618,866 $108.5M
Focus Partners Wealth 0.85% Add +9.3% 599,179 $105.0M
Stratos Wealth Partners, LTD. 1.58% Add +4.9% 538,679 $94.4M
Blue Trust, Inc. 1.32% Reduce -3.1% 532,712 $93.4M
Cerity Partners LLC 0.24% Reduce -73.3% 525,195 $89.5M
Creative Planning 0.09% Reduce -0.7% 477,743 $83.7M
Goldman Sachs Group Inc. 0.02% Add +154.8% 456,080 $79.9M
Diversified Trust Co. 2.15% Add +2.9% 406,675 $71.3M
Nepc LLC 2.37% Add +53.2% 392,612 $68.8M
Oikos Holdings LLC 16.79% Reduce -2.7% 375,710 $65.9M
Charter Oak Capital Management, LLC 6.51% Add +1.0% 346,410 $60.7M
Ameriprise Financial Inc. 0.02% Reduce -33.9% 343,215 $60.2M
Van Cleef Asset Management,Inc 7.35% Add +0.0% 331,831 $58.2M
Plante Moran Financial Advisors, LLC 6.22% Add +6.1% 330,342 $57.9M
Gleason Group, Inc. 12.06% Add +1.8% 329,274 $57.7M
Coldstream Capital Management Inc. 1.43% Reduce -3.9% 321,184 $56.3M
Raymond James Financial Services Advisors, Inc. 0.08% Reduce -4.4% 320,417 $56.2M
Osaic Holdings, Inc. 0.12% Reduce -60.8% 310,771 $54.5M
Alliancebernstein L.P. 0.02% Reduce -4.0% 308,794 $54.1M
Thrivent Financial for Lutherans 0.11% Add +9.5% 304,216 $53.3M
Northwestern Mutual Wealth Management Co. 0.05% Add +1.3% 275,412 $48.3M
Mariner, LLC 0.09% Reduce -6.1% 257,294 $45.1M
Legacy Private Trust Co. 3.27% Add +80.6% 255,127 $44.7M
TD Private Client Wealth LLC 1.46% Add +13.6% 254,587 $44.6M
Cetera Investment Advisers 0.11% Add +525.2% 254,553 $44.6M
Cobblestone Capital Advisors LLC 2.40% Add +1.6% 217,132 $38.1M
Voya Financial Advisors, Inc. 4.31% Add +1.1% 215,926 $37.8M
Commonwealth Equity Services, LLC 0.06% Add +1.8% 206,134 $36.1M
Raymond James Trust N.A. 0.84% Reduce -1.1% 198,690 $34.8M
MML Investors Services, LLC 0.14% Add +2.2% 196,237 $34.4M
Act Wealth Management, LLC 16.65% Reduce -1.1% 188,431 $33.0M
Beacon Harbor Wealth Advisors, Inc. 8.58% Add +44.0% 184,958 $32.4M
Lido Advisors, LLC 0.26% Reduce -3.0% 163,883 $28.7M
Armstrong Advisory Group, Inc. 2.72% No change 170,221 $28.0M
United Services Automobile Association 0.69% Reduce -7.5% 159,485 $28.0M
Natixis Advisors, LLC 0.06% Add +11.3% 148,838 $26.1M
Rockefeller Capital Management L.P. 0.07% Reduce -1.2% 145,407 $25.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -89.4% 145,047 $25.4M
GeoWealth Management, LLC 0.98% Add +542.5% 144,392 $25.3M
Tenon Financial LLC 19.62% — 132,626 $23.2M
FC Advisory LLC 8.30% Reduce -0.4% 128,503 $22.5M
James J. Burns & Company, LLC 7.72% Reduce -29.5% 129,035 $22.1M
Firestone Capital Management 6.06% Add +1.6% 124,297 $21.8M
Raymond James & Associates 0.01% Reduce -6.4% 123,873 $21.7M
Mayport, LLC 7.99% Add +16.4% 119,465 $20.9M
Valmark Advisers, Inc. 0.36% Reduce -0.2% 116,648 $20.4M
JPMorgan Chase & Co. 0.00% Reduce -0.4% 113,271 $19.9M
Harbour Investments, Inc. 0.70% Add +12.3% 112,142 $19.7M
New England Private Wealth Advisors LLC 3.29% Reduce -0.6% 107,353 $18.7M
Bessemer Group Inc. 0.03% Reduce -66.9% 99,800 $17.5M
Private Advisor Group, LLC 0.12% Add +6.4% 96,870 $17.0M
Fort Washington Investment Advisors Inc. 0.11% Reduce -0.3% 94,896 $16.6M
Toronto Dominion Bank 0.02% Reduce -10.0% 90,000 $15.8M
Beacon Pointe Advisors, LLC 0.18% Reduce -2.4% 89,695 $15.7M
Continuum Advisory, LLC 2.33% Add +2.6% 90,791 $15.5M
Cypress Financial Planning LLC 6.93% Add +49.4% 86,330 $15.1M
Captrust Financial Advisors 0.05% Add +15.4% 84,570 $14.8M
CIBC Private Wealth Group LLC 0.03% Add +1.4% 83,799 $14.6M
Brown Advisory Inc. 0.02% Reduce -11.3% 81,379 $14.3M
Wealth Group Ltd 4.35% Reduce -4.3% 82,865 $14.1M
Schechter Investment Advisors, LLC 1.04% Add +1.4% 79,409 $13.9M
Ballentine Partners, LLC 0.26% Reduce -4.1% 78,737 $13.8M
Segment Wealth Management, LLC 1.04% Add +0.3% 77,818 $13.6M
Exchange Traded Concepts, LLC 0.35% Reduce -73.0% 76,324 $13.4M
J.W. Cole Advisors, Inc. 0.67% Add +11.3% 75,457 $13.2M
SOL Capital Management CO 1.66% Add +2.3% 75,327 $13.2M
Linscomb Wealth, Inc. 0.67% Add +5.5% 73,808 $12.9M
Ancora Advisors LLC 0.29% Add +0.0% 73,034 $12.8M
State of Wisconsin - Board of Commissioners of Public Lands 3.03% No change 72,710 $12.7M
D.A. Davidson & Co. 0.11% Reduce -1.8% 72,266 $12.7M
Principal Securities, Inc. 0.39% Add +0.9% 72,138 $12.6M
Kestra Advisory Services, LLC 0.08% Add +16.5% 70,696 $12.4M
Great Diamond Partners, LLC 2.71% Add +10.6% 67,347 $11.8M
Dakota Wealth Management 0.29% Reduce -1.7% 67,077 $11.8M
HighTower Advisors, LLC 0.02% Add +1.9% 66,020 $11.6M
NewEdge Advisors, LLC 0.10% Add +16.3% 65,616 $11.5M
Fiduciary Group, LLC 1.23% Reduce -0.9% 64,244 $11.3M
Blair William & Co. 0.04% Reduce -0.9% 64,133 $11.2M
Winthrop Advisory Group LLC 1.62% Add +12.1% 63,876 $11.2M
West Financial Advisors, LLC 2.37% Reduce -2.1% 63,005 $11.0M
Executive Wealth Group LLC 2.29% Add +200.2% 65,232 $11.0M
Affiance Financial, LLC 2.97% Add +5.6% 62,584 $11.0M
Wealth Enhancement Advisory Services, LLC 0.03% Add +41.5% 62,325 $10.9M
N.E.W. Advisory Services LLC 1.19% Add +98.3% 61,201 $10.7M
Corient Private Wealth LP 0.02% Add +1.4% 60,563 $10.6M
Asio Capital, LLC 2.25% Add +1.1% 60,540 $10.6M
Bank of New York Mellon Corp 0.00% Add +1.7% 60,477 $10.6M
EP Wealth Advisors, LLC 0.12% Reduce -2.2% 58,332 $10.2M
Mutual Advisors, LLC 0.32% Add +3.4% 57,577 $10.1M
Applied Capital LLC 5.95% Reduce -29.0% 57,173 $10.0M
Merit Financial Group, LLC 0.23% Reduce -48.9% 58,416 $9.8M
Oak Root LLC 1.28% Add +17.7% 54,369 $9.5M
Cwm, LLC 0.05% Reduce -0.0% 53,642 $9.4M
Strategic Investment Advisors / MI 1.18% Add +1.4% 52,258 $9.2M
SMI Advisory Services, LLC 2.54% Add +3.4% 52,317 $9.0M
First Heartland Consultants, Inc. 0.93% Add +1877.9% 51,187 $9.0M
Earnest Partners LLC 0.04% Reduce -5.6% 50,426 $8.8M
Emergent Wealth Advisors, LLC 7.28% Add +75.2% 48,150 $8.4M
Boston Family Office LLC 0.61% Add +1.1% 48,088 $8.4M
Atria Wealth Solutions, Inc. 0.09% Reduce -3.5% 47,423 $8.3M
Independent Advisor Alliance 0.30% Reduce -33.0% 47,327 $8.3M
Steward Partners Investment Advisory, LLC 0.09% Add +80.8% 46,824 $8.2M
TD Capital Management LLC 0.85% Reduce -0.9% 45,702 $8.0M
Procyon Advisors, LLC 0.59% Add +389.5% 43,622 $7.6M
North Star Investment Management Corp. 0.54% Add +3.0% 43,365 $7.6M
Comerica Bank 0.03% Reduce -5.3% 43,120 $7.6M
Fairway Wealth LLC 5.10% Add +3.0% 42,957 $7.5M
SlateStone Wealth, LLC 0.75% Add +5.5% 42,755 $7.5M
Lam Group, Inc. 6.09% Add +1.0% 42,623 $7.5M
Clifford Group, LLC 6.13% Add +17.8% 42,376 $7.4M
FMR LLC 0.00% Add +18.1% 41,203 $7.2M
Compass Financial Group, INC 1.67% Reduce -1.5% 41,139 $7.2M
Gould Asset Management LLC 1.72% Add +1.6% 40,615 $7.1M
Bartlett & Co. Wealth Management LLC 0.11% Add +0.9% 40,434 $7.1M
IFG Advisory, LLC 0.51% Reduce -1.5% 38,913 $6.8M
Equita Financial Network, Inc. 3.03% Add +5.5% 38,500 $6.7M
Keel Point, LLC 0.68% Add +55.0% 37,598 $6.6M
Marquette Associates, Inc. 4.63% Add +0.2% 37,388 $6.6M
Plancorp, LLC 0.28% Add +10.9% 37,105 $6.5M
Vident Advisory, LLC 0.13% Add +5.1% 36,055 $6.3M
Pitcairn Co. 0.40% New 35,507 $6.2M
Prime Capital Investment Advisors, LLC 0.09% Add +33.7% 35,285 $6.2M
Stifel Financial Corp. 0.01% Reduce -5.3% 35,030 $6.1M
Merriman Wealth Management, LLC 0.27% Reduce -2.5% 34,911 $6.1M
Baird Financial Group, Inc. 0.01% Reduce -1.6% 34,652 $6.1M
Signature Estate & Investment Advisors LLC 0.17% Add +1673.8% 34,643 $6.1M
Rothschild Investment LLC 0.43% Reduce -0.1% 33,846 $5.9M
Oppenheimer & Co. Inc. 0.10% Add +4.3% 33,496 $5.9M
Vicus Capital 0.53% Add +10.2% 33,013 $5.8M
Jones Financial Companies LLLP 0.01% Add +23.1% 32,524 $5.7M
Truist Financial Corp. 0.01% Reduce -9.2% 30,164 $5.3M
CWS Financial Advisors, LLC 2.17% Reduce -11.0% 30,160 $5.3M
PNC Financial Services Group, Inc. 0.00% Reduce -2.3% 29,931 $5.2M
Long Island Wealth Management, Inc. 3.66% Reduce -3.3% 29,550 $5.2M
Composition Wealth, LLC 0.13% Add +3.1% 29,493 $5.2M
Boston Standard Wealth Management, LLC 1.16% Reduce -4.7% 29,333 $5.1M
Prudential Financial Inc. 0.01% Reduce -23.1% 29,309 $5.1M
Atlantic Private Wealth, LLC 4.26% Reduce -0.3% 29,226 $5.1M
Allworth Financial LP 0.03% Add +0.6% 27,877 $4.9M
Wetzel Investment Advisors, Inc. 2.85% Add +2.8% 29,912 $4.8M
Warwick Investment Management, Inc. 1.13% Reduce -0.2% 26,878 $4.7M
Riverbridge Partners LLC 0.06% Reduce -44.7% 26,857 $4.7M
Snowden Capital Advisors LLC 0.15% Reduce -6.4% 26,813 $4.7M
Echo45 Advisors LLC 3.37% Add +0.6% 26,748 $4.7M
Mercer Global Advisors Inc. 0.01% Add +82.4% 22,998 $4.7M
Security National Bank 0.70% No change 26,417 $4.6M
Fragasso Financial Advisors Inc 0.39% Add +2.7% 26,164 $4.6M
Oxford Financial Group, LTD. LLC 0.31% Reduce -21.7% 25,769 $4.5M
Trevian Wealth Management LLC 3.08% Add +11.5% 25,754 $4.5M
Curtis Advisory Group, LLC 1.74% Add +0.7% 25,655 $4.5M
United Community Bank 1.71% Reduce -10.5% 25,121 $4.4M
Clearstead Advisors, LLC 0.21% Add +9.0% 25,408 $4.3M
Safir Wealth Advisors, LLC 3.50% Add +4.9% 24,338 $4.3M
First Hawaiian Bank 0.13% Add +138.9% 24,320 $4.3M
Jane Street Group, LLC 0.01% Add +193.1% 24,317 $4.3M
MontVue Capital Management, Inc. 3.68% Add +0.5% 23,742 $4.2M
Compass Advisory Group LLC 1.83% Reduce -3.7% 23,630 $4.1M
Great Lakes Advisors, LLC 0.03% Reduce -26.6% 22,070 $3.9M
BNP Paribas Financial Markets 0.00% Add +50.7% 21,912 $3.8M
Waverly Advisors, LLC 0.09% New 21,515 $3.8M
Single Point Partners, LLC 0.87% Reduce -6.3% 21,352 $3.7M
Strategic Financial Planning, Inc. 2.79% Reduce -0.3% 21,263 $3.7M
Clarius Group, LLC 0.26% Add +0.4% 21,249 $3.7M
Simon Quick Advisors, LLC 0.27% Reduce -7.7% 20,750 $3.6M
Pathstone Holdings, LLC 0.02% Add +85.3% 20,636 $3.6M
Moody National Bank Trust Division 0.28% No change 20,559 $3.6M
River Wealth Advisors LLC 0.52% Reduce -3.4% 20,315 $3.6M
Carmichael Hill & Associates, Inc. 1.46% Add +1.0% 20,206 $3.5M
Pure Financial Advisors, LLC 0.11% Reduce -5.7% 20,024 $3.5M
Coyle Financial Counsel LLC 1.25% Add +3.1% 19,949 $3.5M
Ameritas Advisory Services, LLC 0.14% Add +21.5% 20,532 $3.5M
Baker Ellis Asset Management LLC 0.51% No change 19,424 $3.4M
Southland Equity Partners LLC 0.93% Add +0.9% 18,932 $3.3M
Values Added Financial LLC 2.55% Reduce -0.8% 18,687 $3.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.54% No change 18,605 $3.3M
NorthRock Partners, LLC 0.13% Reduce -0.1% 18,600 $3.3M
Northern Trust Corp. 0.00% Reduce -21.3% 18,407 $3.2M
Semmax Financial Advisors Inc. 1.06% Add +12.5% 18,814 $3.2M
Moneta Group Investment Advisors LLC 0.05% Reduce -25.1% 17,884 $3.1M
Atria Investments, Inc 0.04% Reduce -1.1% 17,695 $3.1M
Partners in Financial Planning 0.68% Reduce -1.3% 17,544 $3.1M
Flputnam Investment Management Co. 0.06% No change 17,395 $3.0M
Tidal Investments LLC 0.05% Reduce -17.2% 17,240 $3.0M
Janney Montgomery Scott LLC 0.01% Reduce -11.5% 17,219 $3.0M
Chilton Capital Management LLC 0.14% Add +0.4% 17,180 $3.0M
Wealth Alliance, LLC 0.39% Reduce -5.8% 17,076 $3.0M
Orion Porfolio Solutions, LLC 0.03% Reduce -1.4% 16,939 $3.0M
Orion Portfolio Solutions, LLC 0.03% Reduce -1.4% 16,939 $3.0M
BIP Wealth, LLC 0.21% Reduce -0.3% 16,635 $2.9M
Empower Advisory Group, LLC 0.01% Reduce -6.3% 16,574 $2.9M
Financial Synergies Wealth Advisors, Inc. 0.37% Reduce -90.8% 16,109 $2.8M
Regal Investment Advisors LLC 0.19% Add +3.2% 16,060 $2.8M
Accredited Investors Inc. 0.18% Reduce -1.6% 15,854 $2.8M
Bfsg, LLC 0.36% Add +12.9% 15,706 $2.8M
Twin Focus Capital Partners, LLC 0.52% Reduce -21.0% 15,688 $2.7M
HBW Advisory Services LLC 0.51% No change 16,712 $2.7M
Prosperity Consulting Group, LLC 0.34% Reduce -14.9% 15,579 $2.7M
Geneos Wealth Management Inc. 0.12% Add +2.3% 15,394 $2.7M
Spire Wealth Management 0.05% Add +7.2% 15,382 $2.7M
Balentine LLC 0.08% No change 15,375 $2.7M
Harfst & Associates, Inc. 0.63% Reduce -8.6% 15,095 $2.6M
Flagship Private Wealth, LLC 1.66% Add +1.5% 14,699 $2.6M
Argent Trust Co 0.12% Add +104.5% 14,673 $2.6M
FSB Premier Wealth Management, Inc. 1.20% Reduce -2.5% 14,655 $2.6M
Leavell Investment Management, Inc. 0.15% Add +3.8% 14,541 $2.5M
Roundview Capital LLC 0.21% Add +1.2% 14,413 $2.5M
Family CFO Inc 1.56% No change 14,398 $2.5M
Warner Financial, Inc. 1.25% Add +6.1% 14,253 $2.5M
Telos Capital Management, Inc. 0.28% Reduce -1.5% 14,053 $2.5M
Penn Capital Management Company, LLC 0.21% Reduce -63.3% 13,444 $2.4M
Soundmark Wealth Management, LLC 1.04% Reduce -6.6% 13,363 $2.3M
Concurrent Investment Advisors, LLC 0.09% Reduce -9.5% 13,298 $2.3M
B. Riley Wealth Advisors, Inc. 0.06% Add +9.6% 16,036 $2.3M
Arq Wealth Advisors, LLC 0.99% Reduce -2.6% 13,065 $2.3M
Curbstone Financial Management Corp 0.49% No change 12,850 $2.3M
Trust Point Inc. 0.18% No change 12,826 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +20.6% 12,744 $2.2M
Coastline Trust Co 0.27% Reduce -9.5% 12,715 $2.2M
Avantax Advisory Services, Inc. 0.02% Reduce -7.1% 12,655 $2.2M
Kestra Private Wealth Services, LLC 0.05% Reduce -1.2% 12,466 $2.2M
Arete Wealth Advisors, LLC 0.20% Add +0.9% 12,342 $2.2M
Apexium Financial, LP 0.16% No change 12,296 $2.2M
Citadel Advisors 0.00% Add +401.5% 11,986 $2.1M
Advisor OS, LLC 0.24% Add +22.0% 11,671 $2.0M
TFC Financial Management, Inc. 0.36% Add +0.1% 11,619 $2.0M
First Horizon Advisors, Inc. 0.06% Reduce -7.5% 11,591 $2.0M
LaSalle St. Investment Advisors, LLC 1.14% Add +17.9% 11,599 $2.0M
TFB Advisors LLC 0.73% Add +26.1% 12,270 $2.0M
Pacific Center for Financial Services 0.58% Add +0.0% 11,507 $2.0M
Quadrant Capital Group LLC 0.16% Add +22.4% 11,486 $2.0M
Acorn Financial Advisory Services Inc. 0.38% Add +2.3% 11,470 $2.0M
Wealth Advisory Solutions, LLC 0.52% New 11,424 $2.0M
Fee-Only Financial Planning, L.C. 1.34% Reduce -0.2% 11,297 $2.0M
Tocqueville Asset Management L.P. 0.03% No change 10,910 $1.9M
Patriot Investment Management Group, Inc. 0.15% Reduce -1.5% 10,893 $1.9M
Hills Bank & Trust Co 0.16% Reduce -0.4% 10,885 $1.9M
Eagle Strategies LLC 0.42% Add +754.7% 10,863 $1.9M
Cabana LLC 7.92% Reduce -24.7% 10,610 $1.9M
Facet Wealth, Inc. 0.06% Reduce -3.0% 10,744 $1.8M
Traphagen Investment Advisors LLC 0.19% Reduce -66.9% 10,418 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -14.4% 10,248 $1.8M
Bluesphere Advisors LLC 0.99% Reduce -3.8% 10,237 $1.8M
Dynamic Advisor Solutions LLC 0.06% Reduce -0.9% 10,021 $1.8M
Phillips Financial Management, LLC 0.14% Reduce -2.8% 10,019 $1.8M
Zhang Financial LLC 0.13% Add +1.7% 9,996 $1.8M
Avalon Trust Co 0.14% No change 9,868 $1.7M
Brown Brothers Harriman & Co. 0.01% No change 9,755 $1.7M
Mather Group, Llc. 0.03% Add +2.6% 10,193 $1.7M
Kingfisher Capital LLC 0.40% Add +0.2% 9,473 $1.7M
Jordan Park Group LLC 0.10% No change 9,300 $1.6M
Hunter Associates Investment Management LLC 0.27% Reduce -3.6% 9,259 $1.6M
SeaCrest Wealth Management, LLC 0.20% Add +1.1% 9,155 $1.6M
KWB Wealth 0.22% No change 9,126 $1.6M
Luminvest Wealth Management LLC 1.00% Reduce -0.1% 8,823 $1.6M
TruWealth Advisors, LLC 0.11% Reduce -5.4% 9,018 $1.6M
Citizens Financial Group Inc. 0.05% Add +0.1% 8,875 $1.6M
Keybank National Association 0.01% Add +0.1% 8,837 $1.5M
Tiaa Trust, National Association 0.00% Add +0.4% 8,823 $1.5M
Wintrust Investments LLC 0.14% Reduce -0.8% 8,796 $1.5M
UMB Bank, n.a. 0.02% Reduce -10.3% 8,720 $1.5M
Flow Traders U.S. LLC 0.08% New 8,690 $1.5M
Tradition Wealth Management, LLC 0.15% Add +0.1% 8,501 $1.5M
Peoples Financial Services Corp. 0.64% Add +0.3% 8,427 $1.5M
Harbor Investment Advisory, LLC 0.15% No change 8,425 $1.5M
Institutional & Family Asset Management, LLC 0.24% Add +3.5% 8,421 $1.5M
GFS Advisors, LLC 0.24% Reduce -3.2% 8,350 $1.5M
Howard Wealth Management, LLC 1.15% Reduce -3.4% 8,049 $1.4M
Relative Value Partners Group, LLC 0.09% No change 8,736 $1.4M
Aua Capital Management, LLC 0.80% Reduce -15.9% 7,907 $1.4M
Global Strategic Investment Solutions, LLC 0.16% Add +0.1% 7,598 $1.3M
Pinnacle Associates Ltd. 0.02% Add +0.1% 7,557 $1.3M
Wedmont Private Capital 0.10% Add +0.2% 7,627 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Add +0.1% 7,507 $1.3M
Kohmann Bosshard Financial Services, LLC 0.18% No change 7,482 $1.3M
Savant Capital, LLC 0.01% Reduce -57.4% 7,471 $1.3M
HB Wealth Management, LLC 0.02% Add +2.8% 7,352 $1.3M
Stablepoint Partners, LLC 0.26% No change 7,261 $1.3M
Private Ocean, LLC 0.13% Add +34.1% 7,053 $1.2M
BCS Wealth Management 0.40% Add +65.2% 7,044 $1.2M
FSA Advisors, Inc. 1.31% Reduce -9.6% 6,983 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% Add +7.5% 6,893 $1.2M
Cascade Financial Partners, LLC 0.17% — 7,180 $1.2M
Bank of Hawaii 0.06% No change 6,820 $1.2M
Wooster Corthell Wealth Management, Inc. 0.27% Reduce -3.0% 6,815 $1.2M
Concourse Financial Group Securities, Inc. 0.08% Reduce -4.2% 6,790 $1.2M
GSG Advisors LLC 0.43% Add +0.2% 6,853 $1.2M
Atlanta Consulting Group Advisors, LLC 0.41% — 6,693 $1.2M
Graypoint LLC 0.08% No change 6,650 $1.2M
Destiny Wealth Partners, LLC 0.21% Reduce -4.2% 6,620 $1.2M
Lake Street Advisors Group, LLC 0.05% No change 6,572 $1.2M
FF Advisors,LLC 0.80% No change 6,570 $1.2M
Bank of Montreal 0.00% Reduce -68.3% 6,430 $1.1M
Worth Financial Advisory Group, LLC 0.78% Reduce -0.7% 6,432 $1.1M
Washington Trust Bank 0.11% No change 6,395 $1.1M
Bull Street Advisors, LLC 0.53% Add +0.0% 6,355 $1.1M
Prio Wealth Limited Partnership 0.03% Reduce -2.6% 6,349 $1.1M
Centerpoint Advisors, LLC 0.42% Reduce -21.9% 6,334 $1.1M
Jacobi Capital Management LLC 0.10% Add +7.1% 6,298 $1.1M
PGIM Custom Harvest LLC 0.03% Add +19.0% 6,285 $1.1M
Blue Chip Partners, LLC 0.11% Reduce -1.6% 6,187 $1.1M
Great Valley Advisor Group, Inc. 0.03% Add +7.0% 6,176 $1.1M
Park National Corp. 0.04% No change 6,175 $1.1M
Hollencrest Capital Management 0.05% Add +0.3% 6,164 $1.1M
McClarren Financial Advisors, Inc. 0.77% Add +0.3% 6,146 $1.1M
Grant Street Asset Management, Inc. 0.35% Add +1.8% 6,134 $1.1M
Choreo, LLC 0.03% Add +1.9% 6,130 $1.1M
Centaurus Financial, Inc. 0.08% Reduce -7.4% 6,126 $1.1M
First County Bank 0.52% Reduce -2.4% 6,016 $1.1M
Stokes Family Office, LLC 0.13% No change 6,000 $1.1M
Deutsche Bank AG 0.00% Reduce -5.2% 5,975 $1.0M
Roble, Belko & Company, Inc 0.18% Reduce -6.8% 5,974 $1.0M
Synovus Financial Corp. 0.01% Add +0.1% 5,966 $1.0M
Mathes Company, Inc. 0.39% No change 5,950 $1.0M
Independent Financial Group, LLC 0.05% Reduce -7.5% 5,919 $1.0M
Strategic Wealth Partners Group, LLC 0.11% Add +0.1% 5,735 $1.0M
Woodmont Investment Counsel LLC 0.08% Add +0.5% 5,705 $1000K
Foundations Investment Advisors, LLC 0.03% Reduce -38.8% 5,672 $994K
NewEdge Wealth, LLC 0.02% Add +13.8% 5,925 $990K
Simplicity Wealth,LLC 0.02% New 5,522 $968K
SouthState Bank Corp 0.08% Reduce -4.7% 5,502 $964K
Advance Capital Management, Inc. 0.07% Reduce -0.8% 5,489 $962K
Ascent Group, LLC 0.08% Reduce -1.3% 5,489 $962K
StoneX Group Inc. 0.09% Add +8.4% 5,476 $960K
Advisory Services Network, LLC 0.02% Add +55.7% 5,399 $946K
Betterment LLC 0.00% Add +0.4% 5,384 $944K
Sigma Planning Corp 0.03% Add +155.4% 5,322 $933K
Aveo Capital Partners, LLC 0.10% Add +8.3% 5,399 $910K
Advisors Capital Management, LLC 0.02% Reduce -16.3% 5,099 $894K
Horizon Kinetics Asset Management LLC 0.02% Reduce -50.3% 5,065 $888K
Castleview Partners, LLC 0.49% New 5,043 $884K
Coho Partners, Ltd. 0.02% Reduce -12.4% 5,031 $882K
Secure Asset Management, LLC 0.20% Reduce -1.1% 4,934 $865K
Signaturefd, LLC 0.02% Add +125.3% 4,892 $857K
Neuberger Berman Group LLC 0.00% Add +0.9% 4,845 $849K
PFG Advisors 0.06% Reduce -1.1% 4,842 $849K
Ziegler Capital Management, LLC 0.03% No change 4,818 $844K
Leonard Rickey Investment Advisors P.L.L.C. 0.22% Add +1.0% 4,806 $842K
BCR Wealth Strategies, LLC 0.56% Reduce -1.7% 4,750 $833K
Stephens Consulting, LLC 0.25% No change 4,722 $828K
Precedent Wealth Partners, LLC 0.35% No change 4,701 $824K
Kovack Advisors, Inc. 0.10% Reduce -2.5% 4,659 $817K
Adero Partners, LLC 0.06% No change 4,646 $814K
Whittier Trust Co. 0.01% No change 4,612 $808K
Manchester Capital Management LLC 0.10% Reduce -4.7% 4,605 $807K
Objective Capital Management, LLC 0.54% Reduce -0.6% 4,536 $795K
HTLF Bank 0.09% No change 4,523 $793K
Focus Financial Network, Inc. 0.04% — 4,855 $786K
Bank of Marin 0.68% Reduce -10.3% 4,424 $775K
Arkadios Wealth Advisors 0.06% Reduce -0.6% 4,423 $775K
First City Capital Management, Inc. 0.43% Reduce -1.0% 4,387 $769K
Sage Rhino Capital LLC 0.18% Add +0.0% 4,351 $763K
Stephens Inc. 0.01% Reduce -11.9% 4,347 $762K
Confluence Wealth Services, Inc. 0.07% Add +1.7% 4,335 $760K
Lincoln National Corp. 0.01% Add +114.9% 4,301 $754K
Wealthcare Advisory Partners LLC 0.02% Add +6.5% 4,287 $751K
Tanager Wealth Management LLP 0.12% No change 4,256 $746K
Brighton Jones LLC 0.03% Add +8.6% 4,227 $741K
Bleakley Financial Group, LLC 0.02% Add +46.3% 4,216 $739K
Crewe Advisors LLC 0.09% No change 4,207 $737K
Syverson Strege & Co 0.26% Add +2.5% 4,179 $732K
Meridian Wealth Partners, LLC 0.13% Reduce -14.2% 4,162 $729K
SC&H Financial Advisors, Inc. 0.19% Add +0.2% 4,151 $728K
Equitable Holdings, Inc. 0.01% Reduce -32.0% 4,098 $718K
Montecito Bank & Trust 0.14% Reduce -2.8% 4,085 $716K
L.M. Kohn & Company 0.20% Add +55.2% 4,058 $711K
LongView Wealth Management 0.28% No change 4,047 $709K
Reston Wealth Management LLC 0.29% Add +0.3% 4,016 $704K
Total Clarity Wealth Management, Inc. 0.24% New 3,945 $691K
Tower Research Capital LLC (TRC) 0.02% Add +635.6% 3,921 $687K
Sunflower Bank, N.A. 0.15% Reduce -13.9% 3,913 $686K
Mason Investment Advisory Services, Inc. 0.05% No change 3,910 $685K
Beaumont Financial Advisors, LLC 0.06% No change 3,885 $681K
Regions Financial Corp. 0.01% Add +66.0% 3,872 $679K
Selective Wealth Management, Inc. 0.29% Add +15.6% 4,003 $678K
Atticus Wealth Management, LLC 0.22% Add +0.3% 3,827 $671K
AQR Capital Management 0.00% Add +130.8% 3,779 $662K
Silver Oak Securities, Incorporated 0.10% Reduce -14.8% 3,737 $655K
Aspiriant, LLC 0.03% No change 3,690 $647K
Wealthstream Advisors, Inc. 0.24% No change 3,671 $643K
Perennial Advisors, LLC 0.15% Add +19.3% 3,661 $642K
L. Roy Papp & Associates, LLP 0.08% Reduce -5.0% 3,620 $634K
Wedbush Securities Inc. 0.02% Add +7.5% 3,603 $632K
Money Concepts Capital Corp. 0.06% Reduce -2.3% 3,599 $631K
Bouchey Financial Group, Ltd. 0.06% No change 3,580 $627K
Venture Visionary Partners LLC 0.03% Reduce -2.8% 3,573 $626K
DGS Capital Management, LLC 0.18% Add +19.9% 3,570 $626K
Successful Portfolios LLC 0.43% Add +42.1% 3,564 $625K
SVB Wealth LLC 0.01% Add +28.5% 3,554 $623K
Northwest Capital Management Inc 0.20% Reduce -0.8% 3,540 $621K
Traveka Wealth, LLC 0.29% Add +15.0% 3,535 $620K
Redwood Investment Management, LLC 0.06% Reduce -7.5% 3,521 $617K
Prospera Financial Services Inc 0.02% Add +4.5% 3,505 $614K
FineMark National Bank & Trust 0.02% No change 3,462 $607K
Worth Asset Management, LLC 0.37% New 3,429 $601K
Hutchens & Kramer Investment Management Group, LLC 0.35% Add +38.6% 3,453 $600K
LPWM LLC 0.22% No change 3,493 $592K
Texas Yale Capital Corp. 0.03% No change 3,365 $590K
Joel Isaacson & Co., LLC 0.03% No change 3,363 $589K
Forum Financial Management, LP 0.01% No change 3,356 $588K
Inscription Capital, LLC 0.10% No change 3,330 $584K
Integrated Wealth Concepts LLC 0.01% Reduce -0.9% 3,320 $582K
Caprock Group, LLC 0.03% Add +77.0% 3,309 $580K
Sage Capital Advisors,llc 0.17% Reduce -0.1% 3,273 $574K
Buckingham Strategic Wealth, LLC 0.01% Reduce -4.9% 3,202 $561K
Narwhal Capital Management 0.05% No change 3,196 $560K
Wealthspire Retirement, LLC 0.05% New 3,132 $549K
CGN Advisors LLC 0.07% Reduce -2.2% 3,129 $548K
Cresset Asset Management, LLC 0.00% Add +11.6% 3,123 $548K
King Wealth Management Group 0.10% Add +0.2% 3,120 $547K
Golden Road Advisors LLC 0.45% Reduce -1.9% 3,111 $545K
Lanark Financial, Inc. 0.05% Add +2.9% 3,065 $537K
Private Management Group Inc. 0.02% New 3,062 $537K
Fiduciary Trust Co 0.01% No change 3,043 $533K
Newton One Investments LLC 0.23% Add +0.3% 3,023 $530K
Schmidt P J Investment Management Inc. 0.10% No change 3,000 $526K
Global Retirement Partners, LLC 0.02% Reduce -16.8% 2,992 $524K
Cary Street Partners Investment Advisory LLC 0.02% No change 2,986 $523K
ARS Investment Partners, LLC 0.05% No change 2,975 $521K
First Merchants Corp. 0.04% Reduce -3.3% 2,960 $519K
Ausdal Financial Partners, Inc. 0.06% Add +20.9% 2,949 $517K
Nixon Peabody Trust Co. 0.05% Reduce -2.0% 2,900 $508K
Essex Financial Services, Inc. 0.05% Reduce -2.1% 2,862 $502K
Capital Investment Advisory Services, LLC 0.05% Add +11.1% 2,858 $501K
Eaton Financial Holdings Company, LLC 0.26% Add +0.3% 2,838 $498K
Evermay Wealth Management LLC 0.07% Reduce -7.2% 2,825 $495K
Moneco Advisors, LLC 0.08% Add +91.7% 2,816 $494K
Alpha Omega Wealth Management LLC 0.09% No change 2,813 $493K
RPG Investment Advisory, LLC 0.07% Reduce -2.1% 2,792 $489K
Manhattan West Asset Management, LLC 0.12% Reduce -7.0% 2,781 $487K
Willis Johnson & Associates, Inc. 0.04% Add +0.3% 2,762 $484K
Sweet Financial Partners, LLC 0.11% No change 2,750 $482K
Wealth Architects, LLC 0.06% No change 2,742 $481K
LM Advisors LLC 0.08% Reduce -10.2% 2,850 $471K
SageView Advisory Group, LLC 0.02% Reduce -99.5% 2,617 $470K
TrinityPoint Wealth, LLC 0.08% Add +3.7% 2,656 $466K
AE Wealth Management LLC 0.01% Reduce -69.0% 2,653 $465K
Ballast, Inc. 0.15% No change 2,625 $460K
Verum Partners LLC 0.16% Reduce -12.1% 2,615 $458K
Hanover Advisors Inc. 0.19% Add +1.2% 2,603 $456K
Conrad Siegel Investment Advisors, Inc. 0.13% Add +9.0% 2,590 $454K
Csenge Advisory Group 0.03% Add +0.2% 2,571 $451K
Bogart Wealth, LLC 0.02% Add +0.3% 2,569 $450K
Park Edge Advisors, LLC 0.12% Add +14.1% 2,553 $447K
Flagship Harbor Advisors, LLC 0.03% Add +70.4% 2,540 $445K
M3 Advisory Group, LLC 0.40% Add +1.8% 2,528 $443K
Lake Street Private Wealth, LLC 0.06% Add +1.7% 2,509 $440K
Palo Alto Wealth Advisors, LLC 0.31% Reduce -31.1% 2,509 $440K
Choate Investment Advisors 0.01% New 2,500 $438K
InterOcean Capital Group, LLC 0.01% Reduce -25.9% 2,489 $436K
Wela Strategies, Inc. 0.21% Reduce -17.7% 2,477 $434K
Patten Group, Inc. 0.11% Add +5.0% 2,461 $431K
Howland Capital Management LLC 0.02% Reduce -11.0% 2,425 $425K
SignalPoint Asset Management, LLC 0.12% New 2,416 $423K
EverSource Wealth Advisors, LLC 0.03% Reduce -2.3% 2,571 $421K
Rodgers & Associates, LTD 0.05% No change 2,374 $416K
Perigon Wealth Management, LLC 0.01% Add +27.6% 2,374 $416K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.9% 2,370 $415K
Forthright Family Wealth Advisory LLC 0.28% Add +1.3% 2,365 $415K
Financial Engines Advisors L.L.C. 0.00% Reduce -3.1% 2,359 $413K
Bath Savings Trust Co 0.04% Reduce -3.6% 2,350 $412K
Legacy Edge Advisors, LLC 0.09% No change 2,343 $411K
Sage Mountain Advisors LLC 0.04% No change 2,341 $410K
Alpine Woods Capital Investors, LLC 0.08% No change 2,500 $410K
Petix & Botte Co 0.10% Reduce -50.0% 2,326 $407K
Invictus Private Wealth, LLC 0.04% Reduce -4.7% 2,323 $407K
Commerce Bank 0.00% Reduce -6.0% 2,317 $406K
Sigma Investment Counselors Inc. 0.03% No change 2,300 $403K
Rathbones Group PLC 0.00% Reduce -2.1% 2,290 $401K
Crescent Grove Advisors, LLC 0.04% No change 2,288 $401K
Clarity Capital Advisors, LLC 0.32% Add +2.7% 2,287 $401K
Mesirow Financial Investment Management, Inc. 0.01% Add +9.9% 2,270 $398K
Basso Capital Management, L.P. 0.37% No change 2,252 $395K
First National Bank of Mount Dora, Trust Investment Services 0.10% No change 2,228 $391K
Austin Private Wealth, LLC 0.04% Reduce -1.5% 2,263 $389K
Howard Financial Services, LTD. 0.07% Add +0.2% 2,210 $387K
Retirement Planning Co of New England, Inc. 0.21% Reduce -4.3% 2,197 $385K
AMG National Trust Bank 0.01% No change 2,196 $385K
Capital Advisors Wealth Management, LLC 0.08% Reduce -27.8% 2,195 $385K
Busey Bank 0.01% No change 2,169 $380K
Parkside Advisors LLC 0.10% No change 2,148 $376K
BSW Wealth Partners 0.06% New 2,148 $376K
Baker Boyer National Bank 0.13% No change 2,143 $376K
Sandbox Financial Partners, LLC 0.16% Add +0.1% 2,131 $373K
Western Wealth Management, LLC 0.03% Add +0.2% 2,130 $373K
Northwest Investment Counselors, LLC 0.09% No change 2,127 $373K
Cutler Investment Counsel LLC 0.05% No change 2,122 $372K
Glenmede Trust Co. NA 0.00% No change 2,101 $368K
Cannell & Spears LLC 0.01% No change 2,100 $368K
Next Level Private LLC 0.17% Reduce -1.0% 2,088 $366K
World Equity Group, Inc. 0.08% Reduce -24.6% 2,086 $366K
Modera Wealth Management, LLC 0.01% Add +25.8% 2,084 $365K
Spinnaker Trust 0.02% Reduce -5.1% 2,055 $360K
CreativeOne Wealth, LLC 0.01% Add +14.3% 2,050 $359K
O'shaughnessy Asset Management, LLC 0.00% Add +99.0% 2,046 $359K
Beacon Financial Advisory LLC 0.17% Add +0.2% 2,045 $358K
Walkner Condon Financial Advisors LLC 0.08% No change 2,043 $358K
Advisory Alpha, LLC 0.01% Reduce -14.8% 2,041 $358K
MKT Advisors LLC 0.20% Add +0.1% 2,104 $356K
New Perspectives, Inc 0.20% — 2,021 $354K
Chesley Taft & Associates LLC 0.02% No change 2,015 $353K
SYM FINANCIAL Corp 0.06% New 2,013 $353K
Retirement Income Solutions, Inc. 0.08% No change 2,009 $352K
Olistico Wealth, LLC 0.25% Reduce -2.5% 2,003 $351K
Garde Capital, Inc. 0.02% No change 2,000 $350K
Compound Planning, Inc. 0.03% New 1,986 $348K
Northstar Group, Inc. 0.07% No change 1,965 $344K
Evercore Wealth Management, LLC 0.01% No change 1,956 $343K
Johnson Investment Counsel Inc. 0.00% Add +3.7% 1,954 $342K
Aerodigm Wealth, LLC 0.14% New 1,952 $342K
Childress Capital Advisors, LLC 0.10% Reduce -25.9% 1,948 $341K
RMR Wealth Builders 0.04% New 1,944 $341K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Reduce -5.5% 1,926 $338K
Truepoint, Inc. 0.01% Add +0.1% 1,919 $336K
Advus Financial Partners, LLC 0.10% Reduce -3.5% 1,901 $333K
Cozad Asset Management Inc. 0.03% No change 1,900 $333K
Keystone Financial Group 0.05% Add +2.0% 1,884 $330K
USAdvisors Wealth Management, LLC 0.12% Reduce -25.9% 1,863 $326K
Bedel Financial Consulting, Inc. 0.05% No change 1,857 $325K
Robertson Stephens Wealth Management, LLC 0.02% No change 1,849 $324K
Shakespeare Wealth Management, LLC 0.09% No change 1,848 $324K
Financial Counselors Inc. 0.01% No change 1,848 $324K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -6.4% 1,825 $320K
Saxon Interests, Inc. 0.15% No change 1,822 $319K
Heritage Wealth Management, LLC 0.16% No change 1,818 $319K
Prospect Financial Services LLC 0.26% New 1,805 $316K
Teamwork Financial Advisors, LLC 0.05% Reduce -1.6% 1,800 $315K
LGL Partners, LLC 0.05% Add +11.7% 1,792 $314K
Milestone Investment Advisors LLC 0.08% Reduce -5.0% 1,780 $312K
Wilbanks Smith & Thomas Asset Management LLC 0.01% No change 1,774 $311K
SP Asset Management LLC 0.03% Reduce -4.3% 1,764 $309K
Intelligent Financial Strategies 0.19% Add +0.1% 1,753 $307K
Belpointe Asset Management LLC 0.02% Add +10.0% 1,751 $307K
Trexquant Investment LP 0.01% New 1,749 $307K
Richardson Financial Services Inc. 0.22% Add +90.6% 1,748 $306K
Aspire Wealth Management Corp 0.18% Add +23.3% 1,739 $305K
Mayflower Financial Advisors, LLC 0.05% New 1,732 $304K
Laurel Wealth Advisors LLC 0.05% No change 1,725 $302K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +1.1% 1,725 $302K
Mill Creek Capital Advisors, LLC 0.01% No change 1,718 $301K
Evanson Asset Management, LLC 0.02% Reduce -14.9% 1,712 $300K
Castle Rock Wealth Management, LLC 0.08% Reduce -12.4% 1,815 $299K
Mitchell Sinkler & Starr 0.07% No change 1,700 $298K
MPS Loria Financial Planners, LLC 0.10% No change 1,688 $296K
JFS Wealth Advisors, LLC 0.02% No change 1,688 $296K
Bryant Woods Investment Advisors, LLC 0.17% Reduce -12.6% 1,680 $294K
Unconventional Investor, LLC 0.21% New 1,675 $293K
Mirador Capital Partners LP 0.06% Reduce -1.5% 1,668 $292K
Plan Group Financial, LLC 0.19% New 1,647 $289K
Annis Gardner Whiting Capital Advisors, LLC 0.10% New 1,639 $287K
Quadcap Wealth Management, LLC 0.06% No change 1,625 $285K
MB Generational Wealth, LLC 0.22% Add +82.3% 2,899 $282K
Private Trust Co. NA 0.03% No change 1,607 $282K
Berger Financial Group, Inc 0.02% No change 1,589 $279K
Strategic Family Wealth Counselors, L.L.C. 0.11% Add +0.2% 1,585 $278K
Kingsview Wealth Management, LLC 0.01% Reduce -2.0% 1,585 $278K
Townsquare Capital LLC 0.00% New 1,584 $278K
Leo Wealth, LLC 0.03% No change 1,579 $277K
Cassaday & Co Wealth Management LLC 0.01% No change 1,568 $275K
Rwa Wealth Partners, LLC 0.00% No change 1,568 $275K
Capital Investment Advisors, LLC 0.01% Add +0.5% 1,565 $274K
Fortress Wealth Management, Inc. 0.14% No change 1,558 $273K
Truefg, LLC 0.10% Add +2.4% 1,553 $272K
MCF Advisors LLC 0.02% Reduce -60.8% 1,550 $272K
Crestone Asset Management LLC 0.05% No change 1,548 $271K
Ocean Park Asset Management, LLC 0.01% No change 1,538 $270K
Lodestar Private Asset Management LLC 0.04% Reduce -2.4% 1,536 $269K
Vista Capital Partners, Inc. 0.03% No change 1,536 $269K
OneDigital Investment Advisors LLC 0.00% Add +19.4% 1,527 $268K
Goodman Financial Corp 0.06% Reduce -10.9% 1,523 $267K
Quad-Cities Investment Group, LLC 0.15% Add +8.3% 1,509 $264K
Clearstead Trust, LLC 0.07% Reduce -85.0% 1,508 $264K
First Nebraska Trust Co 0.03% New 1,504 $264K
Strategic Wealth Partners, Ltd. 0.03% Add +2.1% 1,501 $263K
Azimuth Capital Investment Management LLC 0.01% New 1,495 $262K
Biltmore Family Office, LLC 0.05% No change 1,492 $262K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 1,491 $261K
HRT Financial LP 0.00% New 1,493 $261K
NCM Capital Management, LLC 0.15% No change 1,487 $261K
Lokken Investment Group LLC 0.13% No change 1,485 $260K
Janiczek Wealth Management, LLC 0.06% No change 1,474 $258K
FSM Wealth Advisors, LLC 0.09% Reduce -1.2% 1,436 $252K
Realta Investment Advisors 0.05% Reduce -3.2% 1,420 $249K
Associated Banc-Corp 0.01% Reduce -0.3% 1,406 $246K
MorganRosel Wealth Management, LLC 0.09% No change 1,395 $245K
Intrua Financial, LLC 0.04% No change 1,394 $244K
Lantern Wealth Advisors, LLC 0.17% No change 1,392 $244K
Personal Cfo Solutions, LLC 0.04% Add +0.1% 1,387 $243K
Ruggaard & Associates LLC 0.12% Add +2.5% 1,382 $242K
GYL Financial Synergies, LLC 0.02% Reduce -7.9% 1,381 $242K
Houlihan Financial Resource Group, Ltd. 0.11% No change 1,370 $240K
Koshinski Asset Management, Inc. 0.02% New 1,360 $238K
ORBA Wealth Advisors, L.L.C. 0.13% No change 1,353 $237K
Paragon Private Wealth Management, LLC 0.14% No change 1,352 $237K
Tudor Investment Corporation 0.00% Add +8.5% 1,341 $235K
Apella Capital, LLC 0.01% New 1,339 $231K
Fiera Capital Corp 0.00% No change 1,292 $226K
Davis Investment Partners, LLC 0.10% No change 1,332 $226K
Wealth Dimensions Group, Ltd. 0.07% Add +0.2% 1,285 $225K
Schiavi & Co LLC 0.09% No change 1,284 $225K
Park Avenue Securities LLC 0.00% Reduce -3.7% 1,285 $225K
Custos Family Office, LLC 0.11% Add +0.3% 1,265 $222K
Auour Investments LLC 0.08% No change 1,256 $220K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -21.4% 1,253 $220K
Thompson Davis & Co., Inc. 0.15% No change 1,251 $219K
Penney Financial, LLC 0.16% No change 1,248 $219K
NBT Bank, N.A. 0.02% No change 1,226 $215K
Westmount Partners, LLC 0.08% New 1,201 $211K
Ellsworth Advisors, LLC 0.06% Add +0.2% 1,252 $209K
Sentinel Pension Advisors, LLC 0.04% New 1,191 $209K
Vance Wealth, LLC 0.08% New 1,189 $208K
EPIQ Capital Group, LLC 0.08% New 1,187 $208K
World Investment Advisors 0.03% Reduce -20.2% 1,124 $207K
Allegheny Financial Group 0.06% Reduce -4.2% 1,178 $207K
Broadview Financial Management, LLC 0.15% New 1,172 $205K
Farmers National Bank 0.06% New 1,167 $205K
Nicholas Hoffman & Company, LLC. 0.01% New 1,165 $204K
M&T Bank Corp 0.00% Reduce -13.7% 1,164 $204K
Pillar Wealth Advisors, LLC 0.15% New 1,159 $203K
Passive Capital Management, LLC. 0.08% New 1,152 $202K
Stratos Wealth Advisors, LLC 0.01% New 1,149 $201K
Sheaff Brock Investment Advisors, LLC 0.02% Reduce -14.8% 1,147 $201K
Opal Wealth Advisors, LLC 0.07% New 1,095 $192K
Sugarloaf Wealth Management, LLC 0.04% Add +0.1% 1,092 $191K
Birchbrook, Inc. 0.11% No change 1,025 $180K
Glen Eagle Advisors, LLC 0.03% No change 1,020 $179K
IFP Advisors, Inc 0.01% Add +0.3% 957 $168K
LifeSteps Financial, Inc. 0.13% New 956 $168K
Archer Investment Corp 0.05% Add +26.2% 910 $159K
S.A. Mason LLC 0.09% No change 900 $158K
Tortoise Investment Management, LLC 0.02% No change 885 $155K
Union Savings Bank 0.08% Reduce -10.4% 863 $151K
Franklin Resources Inc. 0.00% No change 790 $138K
CVA Family Office, LLC 0.02% No change 768 $135K
Aptus Capital Advisors, LLC 0.00% Add +12.4% 742 $130K
Cornerstone Planning Group LLC 0.04% Reduce -23.3% 757 $128K
Bokf, NA 0.00% Reduce -26.4% 704 $122K
Fairman Group, LLC 0.12% Reduce -20.1% 697 $122K
Householder Group Estate & Retirement Specialist, LLC 0.04% Add +25.2% 691 $121K
Sachetta, LLC 0.06% No change 729 $120K
Glassman Wealth Services 0.02% No change 675 $118K
Farther Finance Advisors, LLC 0.01% No change 676 $117K
Acropolis Investment Management, LLC 0.01% Add +0.1% 668 $117K
GW&K Investment Management, LLC 0.00% Reduce -84.3% 651 $114K
Abound Wealth Management 0.04% No change 638 $112K
Asset Dedication, LLC 0.01% No change 608 $107K
Pinnacle Bancorp, Inc. 0.03% No change 606 $106K
CoreCap Advisors, LLC 0.01% New 604 $106K
Sandy Spring Bank 0.00% Reduce -7.6% 599 $105K
CENTRAL TRUST Co 0.00% No change 595 $104K
FRG Family Wealth Advisors LLC 0.02% New 558 $91K
RFP Financial Group LLC 0.03% Add +0.4% 509 $89K
JNBA Financial Advisors 0.01% Reduce -7.0% 504 $88K
Evolution Advisers, Inc. 0.05% No change 498 $88K
Tsfg, LLC 0.02% Reduce -37.7% 495 $87K
Larson Financial Group LLC 0.01% Add +254.3% 489 $86K
Morton Brown Family Wealth, LLC 0.03% No change 476 $83K
McIlrath & Eck, LLC 0.01% No change 464 $81K
LRI Investments, LLC 0.02% — 437 $77K
Addison Advisors LLC 0.03% Reduce -1.6% 433 $76K
WealthCollab, LLC 0.06% No change 425 $74K
MeadowBrook Investment Advisors LLC 0.07% No change 405 $71K
Qube Research & Technologies Ltd 0.00% New 374 $66K
Cassady Schiller Wealth Management, LLC 0.03% No change 354 $62K
Concord Wealth Partners 0.01% New 335 $59K
Barrett & Company, Inc. 0.03% No change 320 $56K
Bangor Savings Bank 0.01% No change 304 $53K
FAS Wealth Partners, Inc. 0.00% Add +0.3% 303 $53K
BOK Financial Private Wealth, Inc. 0.00% No change 300 $53K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $53K
Old Second National Bank of Aurora 0.01% No change 298 $52K
National Bank of Canada 0.00% No change 300 $51K
Dunhill Financial, LLC 0.04% No change 292 $51K
First Manhattan Co. Llc. 0.00% Reduce -24.0% 272 $49K
First PREMIER Bank 0.01% No change 270 $47K
Piscataqua Savings Bank 0.04% No change 265 $46K
Oakworth Capital, Inc. 0.00% No change 263 $46K
Coston, McIsaac & Partners 0.01% No change 268 $46K
Motco 0.00% No change 262 $46K
Caitlin John, LLC 0.03% Reduce -24.6% 251 $44K
Cherry Tree Wealth Management, LLC 0.01% No change 251 $44K
Washington Trust Advisors, Inc. 0.00% No change 245 $43K
Brown, Lisle/Cummings, Inc. 0.01% No change 245 $43K
Avior Wealth Management, LLC 0.00% New 243 $43K
ICA Group Wealth Management, LLC 0.01% No change 239 $42K
Caldwell Trust Co 0.00% No change 234 $41K
BlackRock Inc. 0.00% No change 232 $41K
Eagle Bay Advisors LLC 0.03% No change 231 $40K
Provenance Wealth Advisors, LLC 0.01% New 221 $39K
Trust Co. of Vermont 0.00% No change 220 $39K
Global Trust Asset Management, LLC 0.02% No change 212 $37K
MilWealth Group LLC 0.01% No change 208 $36K
Matrix Private Capital Group LLC 0.02% No change 200 $35K
Red Lighthouse Investment Management, LLC 0.01% No change 200 $35K
Cordgrass Capital Advisors, LLC 0.01% No change 200 $35K
Pacifica Partners Inc. 0.02% No change 200 $34K
FSA Wealth Management LLC 0.01% No change 196 $34K
Creative Financial Designs Inc. 0.00% Reduce -4.9% 193 $34K
Cardiff Park Advisors, LLC 0.00% No change 192 $34K
Sound Income Strategies, LLC 0.00% Add +371.8% 184 $32K
Smartleaf Asset Management LLC 0.01% No change 182 $32K
City Holding Co. 0.00% No change 180 $32K
St Germain D J Co. Inc. 0.00% Add +16.0% 174 $30K
MassMutual Private Wealth & Trust, FSB 0.00% New 156 $27K
Peachtree Investment Partners, LLC 0.01% New 155 $27K
Western Pacific Wealth Management, LP 0.02% No change 150 $26K
Advanced Asset Management Advisors Inc 0.01% New 149 $26K
City State Bank 0.01% No change 146 $26K
Norwood Financial Corp 0.04% No change 145 $25K
AdvisorNet Financial, Inc 0.00% New 144 $25K
Parkside Financial Bank & Trust 0.00% Add +0.7% 143 $25K
WASHINGTON TRUST Co 0.00% No change 139 $24K
HHM Wealth Advisors, LLC 0.00% No change 131 $23K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 124 $22K
Beacon Capital Management, LLC 0.00% No change 124 $22K
Salem Investment Counselors Inc. 0.00% No change 123 $22K
Center for Financial Planning, Inc. 0.00% Reduce -50.8% 122 $21K
M&R Capital Management Inc. 0.01% Reduce -93.9% 119 $21K
MidAtlantic Capital Management, Inc. 0.02% No change 117 $21K
Founders Financial Alliance, LLC 0.01% Reduce -29.9% 117 $21K
Robinswood Financial LLC 0.01% No change 116 $20K
Wagner Wealth Management, LLC 0.01% No change 110 $19K
WealthShield Partners, LLC 0.00% No change 98 $17K
Raffa Wealth Management, LLC 0.00% No change 93 $16K
Vermillion & White Wealth Management Group, LLC 0.01% No change 90 $16K
NFSG Corp 0.01% No change 88 $15K
Quent Capital, LLC 0.00% New 86 $15K
Global Assets Advisory, LLC 0.01% New 83 $14K
Annapolis Financial Services, LLC 0.00% No change 72 $13K
Aspire Private Capital, LLC 0.00% Add +1.6% 64 $11K
Russell Investments Group, Ltd. 0.00% Reduce -79.8% 61 $11K
AllSquare Wealth Management LLC 0.01% No change 61 $11K
Parallel Advisors, LLC 0.00% Add +252.9% 60 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $11K
Cape Investment Advisory, Inc. 0.00% No change 60 $11K
Hazlett, Burt & Watson, Inc. 0.01% Add +1466.7% 47 $9K
IAG Wealth Partners, LLC 0.00% No change 50 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 45 $8K
NewSquare Capital LLC 0.00% No change 43 $8K
Investors Research Corp 0.00% New 37 $6K
CNB Bank 0.00% No change 35 $6K
Fernwood Investment Management, LLC 0.00% New 35 $6K
Signature Resources Capital Management, LLC 0.01% No change 35 $6K
BBJS Financial Advisors, LLC 0.00% No change 25 $4K
Wiser Advisor Group LLC 0.01% No change 23 $4K
Sittner & Nelson, LLC 0.00% New 19 $3K
Global Wealth Strategies & Associates 0.00% Reduce -83.2% 18 $3K
Arax Advisory Partners 0.00% No change 16 $3K
Arlington Trust Co LLC 0.00% Reduce -92.6% 15 $3K
Central Pacific Bank - Trust Division 0.00% — 14 $2K
SOA Wealth Advisors, LLC. 0.00% No change 10 $2K
Highline Wealth Partners LLC 0.00% No change 7 $1K
Armor Investment Advisors, LLC 0.00% New 6 $1K
Gradient Investments LLC 0.00% Reduce -95.6% 5 $876
Tucker Asset Management LLC 0.00% New 4 $701
Blue Bell Private Wealth Management, LLC 0.00% Reduce -91.4% 3 $526
Sanctuary Wealth Management, L.L.C. 0.00% No change 2 $351

"% of holder's portfolio" is VXF's weight in each manager's 13F, not the share of Vanguard Extended Market ETF the manager owns.