Vanguard Extended Market ETFVXFETF

13F holders, Q2 2024 (June 30)
783holders +11
59new positions
49sold out
4famous investors
$168.72avg. 13F price*

At the end of Q2 2024, 783 institutions reported holding Vanguard Extended Market ETF (VXF) in their 13F filings, up 11 from Q1 2024. 59 opened new positions and 49 sold out. The largest holders were Morgan Stanley ($562.6M), Wealthfront Advisers LLC ($537.0M) and Envestnet Asset Management Inc. ($514.3M). 4 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions59$53.6M
Exits49$59.8M

All 13F filers, Q1 2024 → Q2 2024: 3,387,168 shares bought and 1,632,873 shares sold, net +1,754,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 783 holders

Morgan Stanley 0.04% Reduce -2.9% 3,333,011 $562.6M
Wealthfront Advisers LLC 1.81% Reduce -2.3% 3,181,439 $537.0M
Envestnet Asset Management Inc. 0.18% Reduce -0.2% 3,046,805 $514.3M
Bank of America Corp. 0.03% Reduce -9.2% 1,615,108 $272.6M
Fifth Third Bancorp 0.94% Add +11.4% 1,461,603 $246.7M
Focus Partners Wealth 0.73% Add +113.2% 1,277,384 $215.6M
Citigroup Inc. 0.20% Reduce -2.6% 1,209,284 $204.1M
Assetmark, Inc. 0.60% Reduce -0.9% 1,156,402 $195.2M
US Bancorp \de 0.26% Add +8.9% 1,114,375 $188.1M
Envestnet Portfolio Solutions, Inc. 0.53% Add +0.2% 900,638 $152.0M
Wells Fargo & Company 0.04% Add +3.3% 892,056 $150.6M
Royal Bank of Canada 0.03% Add +2.1% 764,718 $129.1M
Wealthspire Advisors, LLC 1.60% Add +0.8% 739,145 $124.8M
Vanguard Group Inc. 0.00% Add +14.5% 736,490 $124.3M
LPL Financial LLC 0.06% Add +2.5% 728,459 $123.0M
UBS Group AG 0.03% Add +1.0% 651,633 $110.0M
SigFig Wealth Management, LLC 4.07% Add +1.0% 641,544 $108.3M
Cerity Partners LLC 0.27% Add +13.3% 594,813 $100.4M
Cambridge Investment Research Advisors, Inc. 0.35% Reduce -8.9% 563,921 $95.2M
Blue Trust, Inc. 1.27% Reduce -1.0% 527,435 $92.4M
Stratos Wealth Partners, LTD. 1.48% Add +0.8% 542,900 $91.6M
Goldman Sachs Group Inc. 0.02% Add +7.5% 490,394 $82.8M
Creative Planning 0.09% Reduce -0.0% 477,593 $80.6M
SageView Advisory Group, LLC 4.95% Add +17868.9% 470,245 $79.4M
Plante Moran Financial Advisors, LLC 7.72% Add +38.5% 457,576 $77.2M
Diversified Trust Co. 1.99% Add +2.5% 416,765 $70.3M
Nepc LLC 2.19% No change 392,612 $66.3M
Ameriprise Financial Inc. 0.02% Add +8.0% 370,557 $62.5M
Charter Oak Capital Management, LLC 6.22% Add +1.9% 353,026 $59.6M
Gleason Group, Inc. 11.47% Add +1.7% 334,799 $56.5M
Van Cleef Asset Management,Inc 6.92% Reduce -1.4% 327,076 $55.2M
Raymond James Financial Services Advisors, Inc. 0.08% Add +1.5% 325,090 $54.9M
Thrivent Financial for Lutherans 0.11% Add +6.8% 325,020 $54.9M
Northwestern Mutual Wealth Management Co. 0.05% Add +9.5% 301,559 $50.9M
Osaic Holdings, Inc. 0.12% Reduce -4.6% 296,402 $50.0M
Alliancebernstein L.P. 0.02% Reduce -7.8% 284,653 $48.0M
TD Private Client Wealth LLC 1.51% Add +11.7% 284,418 $48.0M
Legacy Private Trust Co. 3.30% Add +7.8% 275,015 $46.4M
Coldstream Capital Management Inc. 1.10% Reduce -16.7% 267,661 $45.2M
Cetera Investment Advisers 0.10% Add +2.2% 260,132 $43.9M
Mariner, LLC 0.08% Reduce -0.2% 256,732 $43.3M
Natixis Advisors, LLC 0.09% Add +71.5% 255,301 $43.1M
Oikos Holdings LLC 8.93% Reduce -40.6% 223,210 $37.7M
Cobblestone Capital Advisors LLC 2.32% Add +2.7% 222,900 $37.6M
Voya Financial Advisors, Inc. 4.19% Add +1.8% 219,768 $37.1M
Commonwealth Equity Services, LLC 0.06% Add +3.3% 212,888 $35.9M
Raymond James Trust N.A. 0.79% Add +0.7% 200,024 $33.8M
James J. Burns & Company, LLC 6.46% Add +50.7% 194,437 $32.8M
Raymond James & Associates 0.02% Add +54.2% 191,037 $32.2M
MML Investors Services, LLC 0.13% Reduce -4.1% 188,247 $31.8M
Act Wealth Management, LLC 15.56% Reduce -0.6% 187,396 $31.6M
BNP Paribas Financial Markets 0.03% Add +712.1% 177,951 $30.0M
Armstrong Advisory Group, Inc. 2.39% Reduce -5.8% 160,347 $27.1M
Lido Advisors, LLC 0.22% Reduce -2.6% 159,624 $27.0M
GeoWealth Management, LLC 1.13% Add +6.1% 153,247 $25.9M
United Services Automobile Association 0.64% Reduce -6.4% 149,225 $25.2M
Rockefeller Capital Management L.P. 0.07% Add +1.6% 147,758 $24.9M
Tenon Financial LLC 18.21% Add +4.3% 138,345 $23.4M
Beacon Harbor Wealth Advisors, Inc. 5.77% Reduce -28.9% 131,432 $22.2M
FC Advisory LLC 7.87% Reduce -1.1% 127,126 $21.5M
Firestone Capital Management 5.85% Add +2.2% 127,027 $21.4M
Mayport, LLC 7.35% Add +2.4% 122,337 $20.6M
Valmark Advisers, Inc. 0.34% Add +1.2% 118,079 $19.9M
New England Private Wealth Advisors LLC 3.22% Add +1.9% 109,357 $18.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -28.2% 104,204 $17.6M
Private Advisor Group, LLC 0.12% Add +5.4% 102,120 $17.2M
Cypress Financial Planning LLC 6.76% Add +10.8% 95,691 $16.2M
Fort Washington Investment Advisors Inc. 0.10% Reduce -0.1% 94,773 $16.0M
Continuum Advisory, LLC 2.20% Reduce -0.5% 90,363 $15.3M
JPMorgan Chase & Co. 0.00% Reduce -20.4% 90,179 $15.2M
Earnest Partners LLC 0.07% Add +78.5% 89,993 $15.2M
CIBC Private Wealth Group LLC 0.03% Add +4.9% 87,869 $14.8M
Beacon Pointe Advisors, LLC 0.18% Reduce -2.3% 87,653 $14.8M
Bessemer Group Inc. 0.03% Reduce -15.4% 84,438 $14.3M
Wealth Group Ltd 4.19% Reduce -0.8% 82,233 $13.9M
First Hawaiian Bank 0.47% Add +235.7% 81,647 $13.8M
Segment Wealth Management, LLC 0.97% Add +0.0% 77,847 $13.1M
J.W. Cole Advisors, Inc. 0.61% Add +1.3% 76,446 $12.9M
Schechter Investment Advisors, LLC 0.97% Reduce -4.4% 75,898 $12.8M
Ballentine Partners, LLC 0.24% Reduce -4.4% 75,297 $12.7M
SOL Capital Management CO 1.50% Reduce -1.5% 74,191 $12.5M
Principal Securities, Inc. 0.34% Add +1.1% 72,931 $12.3M
State of Wisconsin - Board of Commissioners of Public Lands 2.95% No change 72,710 $12.3M
Ancora Advisors LLC 0.30% Reduce -0.7% 72,559 $12.2M
D.A. Davidson & Co. 0.11% Add +0.1% 72,323 $12.2M
Captrust Financial Advisors 0.04% Reduce -15.0% 71,852 $12.1M
Linscomb Wealth, Inc. 0.61% Reduce -4.7% 70,320 $11.9M
Kestra Advisory Services, LLC 0.07% Add +3.9% 73,445 $11.9M
Brown Advisory Inc. 0.02% Reduce -14.5% 69,556 $11.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +10.9% 69,102 $11.7M
Stifel Financial Corp. 0.01% Add +95.8% 68,585 $11.6M
NewEdge Advisors, LLC 0.08% Add +3.8% 68,080 $11.5M
Procyon Advisors, LLC 0.84% Add +53.5% 66,954 $11.3M
Winthrop Advisory Group LLC 1.53% Add +4.7% 66,859 $11.3M
Blair William & Co. 0.03% Add +3.6% 66,468 $11.2M
Affiance Financial, LLC 2.91% Add +5.4% 65,981 $11.1M
Great Diamond Partners, LLC 2.56% Reduce -4.1% 64,561 $10.9M
N.E.W. Advisory Services LLC 1.16% Add +4.2% 63,744 $10.8M
Fiduciary Group, LLC 1.15% Reduce -1.7% 63,174 $10.7M
Asio Capital, LLC 2.14% Add +2.1% 61,821 $10.5M
Keel Point, LLC 0.94% Add +62.8% 61,207 $10.4M
West Financial Advisors, LLC 2.15% Reduce -2.7% 61,301 $10.3M
Jones Financial Companies LLLP 0.01% Add +82.7% 59,433 $10.0M
HighTower Advisors, LLC 0.02% Reduce -10.5% 59,072 $10.0M
Corient Private Wealth LP 0.02% Reduce -2.9% 58,832 $9.9M
Mutual Advisors, LLC 0.30% Reduce -3.4% 55,614 $9.9M
Applied Capital LLC 5.65% Add +2.1% 58,387 $9.9M
Axiom Advisory, LLC 0.11% New 57,925 $9.8M
EP Wealth Advisors, LLC 0.10% Reduce -2.1% 57,126 $9.6M
Dakota Wealth Management 0.23% Reduce -14.9% 57,087 $9.6M
Strategic Investment Advisors / MI 1.17% Add +8.8% 56,848 $9.6M
Merit Financial Group, LLC 0.21% Reduce -3.2% 56,551 $9.5M
SMI Advisory Services, LLC 2.34% Add +8.0% 56,490 $9.5M
Cwm, LLC 0.04% Add +2.7% 55,078 $9.3M
FMR LLC 0.00% Add +27.8% 52,675 $8.9M
Bank of New York Mellon Corp 0.00% Reduce -13.7% 52,190 $8.8M
Boston Family Office LLC 0.63% Add +7.8% 51,832 $8.7M
Oak Root LLC 1.16% Reduce -4.9% 51,707 $8.7M
Mather Group, Llc. 0.11% Add +383.3% 49,264 $8.6M
Riverbridge Partners LLC 0.12% Add +86.8% 50,179 $8.5M
SlateStone Wealth, LLC 0.91% Add +16.8% 49,944 $8.4M
Bristol John W & Co. Inc. 0.14% New 49,464 $8.3M
Fort Vancouver Investment Management, LLC 7.98% — 49,241 $8.3M
Summit Wealth Group, LLC 2.45% New 48,329 $8.2M
Steward Partners Investment Advisory, LLC 0.09% Add +3.1% 48,290 $8.2M
Independent Advisor Alliance 0.27% Reduce -1.7% 46,537 $7.9M
Clifford Group, LLC 6.19% Add +7.2% 45,416 $7.7M
Fairway Wealth LLC 4.44% Add +3.9% 44,613 $7.5M
TD Capital Management LLC 0.79% Reduce -2.5% 44,562 $7.5M
Clearstead Advisors, LLC 0.13% Add +70.9% 43,429 $7.3M
North Star Investment Management Corp. 0.53% Reduce -0.6% 43,096 $7.3M
Lam Group, Inc. 6.11% Add +0.8% 42,948 $7.2M
Comerica Bank 0.03% Reduce -0.5% 42,893 $7.2M
D. E. Shaw & Co. 0.01% New 41,775 $7.1M
Compass Financial Group, INC 1.50% Reduce -0.3% 41,017 $6.9M
Emergent Wealth Advisors, LLC 5.54% Reduce -16.3% 40,301 $6.9M
Gould Asset Management LLC 1.58% Reduce -0.1% 40,580 $6.8M
Marquette Associates, Inc. 5.07% Add +6.7% 39,906 $6.7M
Atria Wealth Solutions, Inc. 0.07% Reduce -16.9% 39,395 $6.7M
Vident Advisory, LLC 0.18% Add +8.8% 39,214 $6.6M
Plancorp, LLC 0.28% Add +4.0% 38,576 $6.5M
Equita Financial Network, Inc. 2.71% No change 38,500 $6.5M
Signature Estate & Investment Advisors LLC 0.16% Add +7.2% 37,138 $6.3M
IFG Advisory, LLC 0.39% Reduce -8.1% 35,764 $6.0M
Baird Financial Group, Inc. 0.01% Add +1.6% 35,198 $5.9M
Savant Capital, LLC 0.06% Add +370.6% 35,160 $5.9M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -15.0% 34,379 $5.8M
Pitcairn Co. 0.35% Reduce -3.1% 34,394 $5.8M
Merriman Wealth Management, LLC 0.25% Reduce -2.0% 34,220 $5.8M
Rothschild Investment LLC 0.40% No change 33,846 $5.7M
Oppenheimer & Co. Inc. 0.09% Reduce -1.9% 32,847 $5.5M
Vicus Capital 0.50% Reduce -0.8% 32,750 $5.5M
Wetzel Investment Advisors, Inc. 3.02% Add +0.1% 29,952 $5.2M
Atlantic Private Wealth, LLC 4.23% Add +5.3% 30,786 $5.2M
Composition Wealth, LLC 0.12% Add +1.9% 30,046 $5.1M
Prudential Financial Inc. 0.01% Add +2.4% 30,022 $5.1M
Boston Standard Wealth Management, LLC 1.11% Add +1.7% 29,837 $5.0M
Long Island Wealth Management, Inc. 3.55% Add +0.9% 29,808 $5.0M
Oak Hill Wealth Advisors, LLC 1.52% — 29,624 $5.0M
Truist Financial Corp. 0.01% Reduce -1.8% 29,613 $5.0M
PNC Financial Services Group, Inc. 0.00% Reduce -1.3% 29,557 $5.0M
Pathstone Holdings, LLC 0.02% Add +42.1% 29,317 $4.9M
Penn Capital Management Company, LLC 0.47% Add +113.8% 28,746 $4.9M
Prime Capital Investment Advisors, LLC 0.07% Reduce -19.5% 28,411 $4.8M
Oxford Financial Group, LTD. LLC 0.31% Add +8.7% 28,007 $4.7M
Allworth Financial LP 0.03% Reduce -6.5% 26,080 $4.6M
Citizens Financial Group Inc. 0.10% Add +203.9% 26,969 $4.6M
Investment Planning Advisors, Inc. 2.32% — 26,910 $4.5M
Warwick Investment Management, Inc. 1.06% Reduce -0.5% 26,737 $4.5M
Snowden Capital Advisors LLC 0.14% Reduce -1.1% 26,524 $4.5M
Security National Bank 0.65% No change 26,417 $4.5M
CWS Financial Advisors, LLC 1.74% Reduce -12.9% 26,280 $4.4M
Fragasso Financial Advisors Inc 0.36% Reduce -0.4% 26,059 $4.4M
MontVue Capital Management, Inc. 3.45% Add +8.2% 25,686 $4.3M
United Community Bank 1.69% Reduce -1.6% 24,718 $4.2M
Safir Wealth Advisors, LLC 3.40% Add +1.1% 24,607 $4.2M
Echo45 Advisors LLC 2.88% Reduce -9.1% 24,326 $4.1M
Pure Financial Advisors, LLC 0.10% Add +11.8% 22,377 $3.8M
Compass Advisory Group LLC 1.65% Reduce -7.2% 21,925 $3.7M
Luminvest Wealth Management LLC 1.72% Add +144.8% 21,597 $3.7M
Ameritas Advisory Services, LLC 0.14% Add +5.6% 21,679 $3.7M
Bordeaux Wealth Advisors LLC 0.70% New 21,644 $3.7M
Waverly Advisors, LLC 0.07% Reduce -0.6% 21,390 $3.6M
Strategic Financial Planning, Inc. 2.59% Reduce -0.0% 21,256 $3.6M
Jordan Park Group LLC 0.27% Add +123.7% 20,800 $3.5M
Coyle Financial Counsel LLC 1.25% No change 19,949 $3.5M
Simon Quick Advisors, LLC 0.25% Reduce -0.4% 20,665 $3.5M
Moody National Bank Trust Division 0.27% No change 20,559 $3.5M
Semmax Financial Advisors Inc. 1.04% Add +7.6% 20,243 $3.4M
Great Lakes Advisors, LLC 0.03% Reduce -7.9% 20,318 $3.4M
Clarius Group, LLC 0.24% Reduce -7.1% 19,748 $3.3M
Carmichael Hill & Associates, Inc. 1.34% Reduce -3.3% 19,536 $3.3M
River Wealth Advisors LLC 0.47% Reduce -4.3% 19,449 $3.3M
Baker Ellis Asset Management LLC 0.49% No change 19,424 $3.3M
Financial Synergies Wealth Advisors, Inc. 0.44% Add +18.9% 19,145 $3.2M
Values Added Financial LLC 2.27% Reduce -0.0% 18,684 $3.2M
NorthRock Partners, LLC 0.12% Reduce -0.9% 18,429 $3.1M
Mercer Global Advisors Inc. 0.01% Add +70.5% 39,208 $3.0M
Atria Investments, Inc 0.04% Add +1.2% 17,901 $3.0M
Curtis Advisory Group, LLC 1.06% Reduce -30.7% 17,779 $3.0M
Moneta Group Investment Advisors LLC 0.05% Reduce -1.4% 17,635 $3.0M
Partners in Financial Planning 0.64% Reduce -0.8% 17,401 $2.9M
Flputnam Investment Management Co. 0.06% Reduce -0.2% 17,361 $2.9M
Leavell Investment Management, Inc. 0.16% Add +18.2% 17,191 $2.9M
Chilton Capital Management LLC 0.13% Reduce -1.0% 17,015 $2.9M
Tidal Investments LLC 0.04% Reduce -1.5% 16,985 $2.9M
Avantax Advisory Services, Inc. 0.02% Add +33.1% 16,845 $2.8M
Janney Montgomery Scott LLC 0.01% Reduce -3.0% 16,704 $2.8M
Dynamic Advisor Solutions LLC 0.09% Add +65.0% 16,538 $2.8M
Wealth Alliance, LLC 0.36% Reduce -3.2% 16,532 $2.8M
Orion Porfolio Solutions, LLC 0.03% Reduce -2.7% 16,479 $2.8M
Orion Portfolio Solutions, LLC 0.03% Reduce -2.7% 16,479 $2.8M
Empower Advisory Group, LLC 0.01% Reduce -1.1% 16,399 $2.8M
Bfsg, LLC 0.35% Add +4.2% 16,368 $2.8M
Regal Investment Advisors LLC 0.18% Add +1.8% 16,350 $2.8M
Arete Wealth Advisors, LLC 0.23% Add +32.6% 16,369 $2.8M
Geneos Wealth Management Inc. 0.12% Add +5.4% 16,229 $2.7M
Twin Focus Capital Partners, LLC 0.43% Add +1.7% 15,958 $2.7M
Accredited Investors Inc. 0.17% Add +0.6% 15,944 $2.7M
HBW Advisory Services LLC 0.43% Reduce -7.2% 15,508 $2.6M
Balentine LLC 0.12% No change 15,375 $2.6M
BIP Wealth, LLC 0.21% Reduce -8.4% 15,236 $2.6M
Warner Financial, Inc. 1.24% Add +5.3% 15,016 $2.5M
Spire Wealth Management 0.09% Reduce -2.5% 14,993 $2.5M
Flagship Private Wealth, LLC 1.48% Add +0.5% 14,774 $2.5M
Glenmede Trust Co. NA 0.01% Add +597.0% 14,643 $2.5M
Northern Trust Corp. 0.00% Reduce -20.4% 14,642 $2.5M
Diversified, LLC 0.29% New 14,599 $2.5M
Roundview Capital LLC 0.19% No change 14,413 $2.4M
Family CFO Inc 1.50% No change 14,398 $2.4M
Argent Trust Co 0.11% Reduce -2.7% 14,281 $2.4M
FSB Premier Wealth Management, Inc. 1.08% Reduce -3.0% 14,209 $2.4M
Telos Capital Management, Inc. 0.26% Reduce -0.5% 13,980 $2.4M
Financial Engines Advisors L.L.C. 0.01% Add +477.2% 13,616 $2.3M
Atlanta Consulting Group Advisors, LLC 0.49% Add +100.7% 13,430 $2.3M
Advisor OS, LLC 0.25% Add +14.8% 13,399 $2.3M
Concurrent Investment Advisors, LLC 0.07% Reduce -1.7% 13,070 $2.2M
Arq Wealth Advisors, LLC 0.94% Reduce -1.5% 12,874 $2.2M
Trust Point Inc. 0.17% No change 12,826 $2.2M
Laird Norton Wetherby Wealth Management, LLC 0.10% No change 12,744 $2.2M
Coastline Trust Co 0.25% No change 12,715 $2.1M
Quadrant Capital Group LLC 0.16% Add +9.6% 12,591 $2.1M
Curbstone Financial Management Corp 0.46% Reduce -2.2% 12,570 $2.1M
Kestra Private Wealth Services, LLC 0.04% Reduce -0.9% 12,351 $2.1M
TFB Advisors LLC 0.68% Add +0.2% 12,294 $2.1M
Prosperity Consulting Group, LLC 0.28% Reduce -22.4% 12,089 $2.0M
Hills Bank & Trust Co 0.16% Add +6.9% 11,640 $2.0M
Pacific Center for Financial Services 0.55% Add +1.1% 11,629 $2.0M
Larson Financial Group LLC 0.13% Add +2267.5% 11,577 $2.0M
Fee-Only Financial Planning, L.C. 1.28% No change 11,297 $1.9M
Private Ocean, LLC 0.17% Add +59.1% 11,220 $1.9M
Facet Wealth, Inc. 0.06% Reduce -1.6% 10,577 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +7.7% 11,039 $1.9M
First Horizon Advisors, Inc. 0.06% Reduce -5.1% 10,998 $1.9M
Tocqueville Asset Management L.P. 0.03% No change 10,910 $1.8M
Patriot Investment Management Group, Inc. 0.14% No change 10,893 $1.8M
Wealth Advisory Solutions, LLC 0.50% Reduce -5.0% 10,847 $1.8M
Zhang Financial LLC 0.13% Add +7.0% 10,699 $1.8M
LaSalle St. Investment Advisors, LLC 0.88% Reduce -9.7% 10,473 $1.8M
Acorn Financial Advisory Services Inc. 0.33% Reduce -8.8% 10,466 $1.8M
SeaCrest Wealth Management, LLC 0.20% Add +13.3% 10,376 $1.8M
TFC Financial Management, Inc. 0.31% Reduce -10.7% 10,373 $1.8M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -35.6% 10,327 $1.7M
Bluesphere Advisors LLC 0.88% Reduce -0.0% 10,235 $1.7M
Traphagen Investment Advisors LLC 0.19% Reduce -1.8% 10,231 $1.7M
Citadel Advisors 0.00% Reduce -14.9% 10,196 $1.7M
Wedmont Private Capital 0.11% Add +28.8% 9,821 $1.7M
Phillips Financial Management, LLC 0.14% No change 10,019 $1.7M
Avalon Trust Co 0.13% No change 9,868 $1.7M
Brown Brothers Harriman & Co. 0.01% No change 9,755 $1.6M
Tiaa Trust, National Association 0.01% Add +8.8% 9,604 $1.6M
KWB Wealth 0.22% No change 9,126 $1.6M
Kingfisher Capital LLC 0.38% No change 9,473 $1.6M
Wintrust Investments LLC 0.12% Add +2.4% 9,011 $1.5M
Keybank National Association 0.01% Add +1.3% 8,948 $1.5M
TruWealth Advisors, LLC 0.10% Reduce -3.2% 8,731 $1.5M
Tradition Wealth Management, LLC 0.14% Add +2.4% 8,704 $1.5M
Hunter Associates Investment Management LLC 0.24% Reduce -8.5% 8,469 $1.4M
Peoples Financial Services Corp. 0.64% Reduce -0.3% 8,401 $1.4M
Harbor Investment Advisory, LLC 0.15% Reduce -0.4% 8,395 $1.4M
UMB Bank, n.a. 0.02% Reduce -3.8% 8,393 $1.4M
GFS Advisors, LLC 0.23% Reduce -92.3% 641 $1.4M
Institutional & Family Asset Management, LLC 0.21% Reduce -3.2% 8,152 $1.4M
Howard Wealth Management, LLC 1.07% Add +0.3% 8,070 $1.4M
SignalPoint Asset Management, LLC 0.36% Add +230.1% 7,974 $1.3M
Aua Capital Management, LLC 0.80% No change 7,907 $1.3M
Choreo, LLC 0.02% Add +27.8% 7,831 $1.3M
Global Strategic Investment Solutions, LLC 0.15% No change 7,598 $1.3M
Pinnacle Associates Ltd. 0.02% Reduce -0.1% 7,550 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.13% Reduce -0.1% 7,500 $1.3M
Kohmann Bosshard Financial Services, LLC 0.17% No change 7,482 $1.3M
Cascade Financial Partners, LLC 0.16% Add +3.4% 7,425 $1.3M
Sanctuary Advisors, LLC 0.01% — 7,524 $1.3M
Jacobi Capital Management LLC 0.11% Add +17.5% 7,400 $1.2M
Stablepoint Partners, LLC 0.24% Reduce -4.1% 6,966 $1.2M
Tower Research Capital LLC (TRC) 0.02% Add +86.7% 7,321 $1.2M
Whittier Trust Co. of Nevada Inc. 0.03% Add +6.1% 7,313 $1.2M
Flow Traders U.S. LLC 0.06% Reduce -19.3% 7,010 $1.2M
Bank of Hawaii 0.05% No change 6,820 $1.2M
HB Wealth Management, LLC 0.01% Reduce -7.3% 6,815 $1.2M
GSG Advisors LLC 0.41% No change 6,853 $1.1M
FSA Advisors, Inc. 1.18% Reduce -4.2% 6,688 $1.1M
Wooster Corthell Wealth Management, Inc. 0.25% Reduce -2.1% 6,673 $1.1M
Betterment LLC 0.00% Add +23.9% 6,673 $1.1M
Graypoint LLC 0.08% No change 6,650 $1.1M
Destiny Wealth Partners, LLC 0.20% Reduce -0.6% 6,583 $1.1M
FF Advisors,LLC 0.78% No change 6,570 $1.1M
Independent Financial Group, LLC 0.04% Add +10.1% 6,518 $1.1M
Centaurus Financial, Inc. 0.07% Add +4.8% 6,421 $1.1M
Worth Financial Advisory Group, LLC 0.70% Reduce -1.2% 6,356 $1.1M
Bull Street Advisors, LLC 0.51% Reduce -1.1% 6,285 $1.1M
Koshinski Asset Management, Inc. 0.10% Add +363.8% 6,308 $1.1M
Centerpoint Advisors, LLC 0.38% Reduce -1.3% 6,254 $1.1M
Grant Street Asset Management, Inc. 0.33% Add +1.0% 6,195 $1.0M
Park National Corp. 0.04% No change 6,175 $1.0M
Blue Chip Partners, LLC 0.10% Reduce -0.3% 6,166 $1.0M
Hollencrest Capital Management 0.05% No change 6,164 $1.0M
Qube Research & Technologies Ltd 0.00% Add +1525.9% 6,081 $1.0M
Synovus Financial Corp. 0.01% Add +1.4% 6,051 $1.0M
Stokes Family Office, LLC 0.12% No change 6,000 $1.0M
AMG National Trust Bank 0.03% Add +171.9% 5,972 $1.0M
Mathes Company, Inc. 0.37% No change 5,950 $1.0M
Prio Wealth Limited Partnership 0.03% Reduce -6.9% 5,909 $997K
First County Bank 0.51% Reduce -2.4% 5,871 $991K
NorthCoast Asset Management LLC 0.01% New 5,828 $987K
StoneX Group Inc. 0.08% Add +5.8% 5,794 $981K
Aveo Capital Partners, LLC 0.11% Add +6.0% 5,724 $966K
Washington Trust Bank 0.09% Reduce -11.9% 5,634 $951K
Simplicity Wealth,LLC 0.02% Add +1.1% 5,584 $942K
Advance Capital Management, Inc. 0.04% No change 5,489 $927K
Woodmont Investment Counsel LLC 0.08% Reduce -3.9% 5,485 $926K
Castleview Partners, LLC 0.52% Add +7.2% 5,406 $912K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.19% Reduce -71.2% 5,366 $906K
Roble, Belko & Company, Inc 0.15% Reduce -10.9% 5,320 $898K
Ascent Group, LLC 0.07% Reduce -3.2% 5,315 $897K
SpiderRock Advisors, LLC 0.02% New 5,300 $895K
Harfst & Associates, Inc. 0.21% Reduce -65.0% 5,283 $892K
Buckingham Strategic Wealth, LLC 0.01% Add +64.2% 5,258 $888K
NewEdge Wealth, LLC 0.02% Reduce -12.1% 5,206 $879K
Focus Financial Network, Inc. 0.04% Add +1.2% 4,912 $877K
SouthState Bank Corp 0.06% Reduce -5.6% 5,193 $877K
Bank of Montreal 0.00% Reduce -20.4% 5,118 $864K
Horizon Kinetics Asset Management LLC 0.02% Add +0.6% 5,097 $860K
PGIM Custom Harvest LLC 0.02% Reduce -21.6% 4,926 $831K
ORG Partners LLC 0.10% New 4,944 $829K
Prospera Financial Services Inc 0.02% Add +38.4% 4,849 $819K
F/m Investments LLC 0.03% New 4,818 $813K
Concourse Financial Group Securities, Inc. 0.05% Reduce -29.5% 4,790 $811K
Neuberger Berman Group LLC 0.00% Reduce -1.3% 4,780 $807K
BCR Wealth Strategies, LLC 0.52% No change 4,750 $801K
Advisory Services Network, LLC 0.02% Reduce -12.1% 4,744 $801K
Sigma Planning Corp 0.03% Reduce -11.1% 4,733 $799K
Precedent Wealth Partners, LLC 0.32% Add +0.6% 4,731 $799K
Secure Asset Management, LLC 0.15% Reduce -4.5% 4,714 $796K
Stephens Consulting, LLC 0.23% Reduce -0.7% 4,687 $791K
Cresset Asset Management, LLC 0.00% Add +48.6% 4,641 $786K
Petix & Botte Co 0.22% Add +100.0% 4,651 $785K
Confluence Wealth Services, Inc. 0.06% Add +6.9% 4,634 $782K
Bank of Marin 0.67% Add +4.3% 4,616 $779K
Manchester Capital Management LLC 0.09% Add +0.2% 4,613 $779K
Leonard Rickey Investment Advisors P.L.L.C. 0.19% Reduce -4.1% 4,609 $778K
Eagle Capital Management, LLC 0.34% New 4,610 $778K
Sage Mountain Advisors LLC 0.07% Add +95.8% 4,583 $774K
HTLF Bank 0.09% No change 4,523 $763K
PFG Advisors 0.05% Reduce -6.7% 4,518 $763K
Tanager Wealth Management LLP 0.11% Add +5.6% 4,495 $761K
Sage Rhino Capital LLC 0.18% Add +3.2% 4,490 $758K
Adero Partners, LLC 0.06% Reduce -3.4% 4,486 $757K
Whittier Trust Co. 0.01% Reduce -4.0% 4,427 $747K
Wealthcare Advisory Partners LLC 0.02% Add +3.2% 4,426 $747K
Advisors Capital Management, LLC 0.01% Reduce -13.2% 4,424 $747K
Regions Financial Corp. 0.01% Add +14.0% 4,415 $745K
Successful Portfolios LLC 0.52% Add +23.3% 4,394 $742K
First City Capital Management, Inc. 0.42% No change 4,387 $740K
Red Mountain Financial, LLC 0.88% — 4,321 $729K
Bleakley Financial Group, LLC 0.02% Add +1.5% 4,278 $722K
Kovack Advisors, Inc. 0.08% Reduce -8.3% 4,272 $721K
Crewe Advisors LLC 0.08% No change 4,207 $710K
L.M. Kohn & Company 0.19% Add +3.5% 4,198 $709K
Stephens Inc. 0.01% Reduce -3.8% 4,184 $706K
Meridian Wealth Partners, LLC 0.12% No change 4,162 $703K
SC&H Financial Advisors, Inc. 0.17% No change 4,151 $701K
Boothbay Fund Management, LLC 0.02% New 4,146 $700K
Equitable Holdings, Inc. 0.01% Reduce -0.3% 4,084 $689K
Syverson Strege & Co 0.23% Reduce -2.4% 4,079 $688K
Brighton Jones LLC 0.02% Reduce -4.2% 4,048 $683K
Selective Wealth Management, Inc. 0.30% Add +1.1% 4,046 $678K
Tradewinds, LLC. 0.21% New 4,017 $678K
Reston Wealth Management LLC 0.27% No change 4,016 $678K
Total Clarity Wealth Management, Inc. 0.23% No change 3,945 $666K
Mason Investment Advisory Services, Inc. 0.04% No change 3,910 $660K
Beaumont Financial Advisors, LLC 0.05% No change 3,885 $656K
Silver Oak Securities, Incorporated 0.10% Add +3.5% 3,868 $653K
Atticus Wealth Management, LLC 0.21% No change 3,827 $646K
Sunflower Bank, N.A. 0.15% Reduce -2.4% 3,819 $645K
DGS Capital Management, LLC 0.18% Add +6.5% 3,803 $642K
Inscription Capital, LLC 0.10% Add +13.8% 3,790 $640K
Perennial Advisors, LLC 0.14% Add +2.5% 3,752 $633K
Aspiriant, LLC 0.03% No change 3,690 $623K
Wealthstream Advisors, Inc. 0.23% No change 3,671 $620K
Integrated Wealth Concepts LLC 0.01% Add +10.4% 3,665 $619K
HUB Investment Partners, LLC 0.03% New 3,659 $618K
L. Roy Papp & Associates, LLP 0.07% No change 3,620 $611K
Bouchey Financial Group, Ltd. 0.06% No change 3,580 $606K
Center For Asset Management LLC 0.40% New 3,562 $601K
Traveka Wealth, LLC 0.29% No change 3,535 $597K
Northwest Capital Management Inc 0.22% Reduce -0.9% 3,508 $592K
LPWM LLC 0.20% No change 3,493 $589K
AQR Capital Management 0.00% Reduce -8.0% 3,476 $587K
Venture Visionary Partners LLC 0.03% Reduce -2.8% 3,473 $586K
Global Retirement Partners, LLC 0.02% Add +15.5% 3,455 $583K
Forum Financial Management, LP 0.01% Add +2.3% 3,432 $579K
Hutchens & Kramer Investment Management Group, LLC 0.31% Reduce -1.8% 3,392 $569K
Texas Yale Capital Corp. 0.03% No change 3,365 $568K
Joel Isaacson & Co., LLC 0.03% No change 3,363 $568K
Sage Capital Advisors,llc 0.16% Add +2.1% 3,341 $564K
Creekside Partners 0.31% — 3,336 $563K
Caprock Group, LLC 0.02% No change 3,309 $560K
World Investment Advisors 0.03% Add +194.4% 3,309 $559K
Olistico Wealth, LLC 0.36% Add +64.9% 3,303 $557K
Money Concepts Capital Corp. 0.05% Reduce -8.3% 3,300 $557K
Diversify Advisory Services, LLC 0.03% New 3,314 $556K
Montecito Bank & Trust 0.11% Reduce -20.1% 3,262 $551K
Golden Road Advisors LLC 0.45% Add +3.7% 3,227 $541K
GW&K Investment Management, LLC 0.00% Add +381.3% 3,133 $529K
King Wealth Management Group 0.09% No change 3,120 $527K
Capital Investment Advisory Services, LLC 0.05% Add +8.8% 3,108 $525K
Private Management Group Inc. 0.02% No change 3,062 $517K
Wealthspire Retirement, LLC 0.04% Reduce -2.4% 3,058 $516K
Fiduciary Trust Co 0.01% No change 3,043 $514K
Newton One Investments LLC 0.22% No change 3,023 $510K
CGN Advisors LLC 0.06% Reduce -3.8% 3,010 $508K
Schmidt P J Investment Management Inc. 0.09% No change 3,000 $506K
Redwood Investment Management, LLC 0.04% Reduce -14.8% 3,000 $506K
New Century Financial Group, LLC 0.21% New 2,986 $504K
Cary Street Partners Investment Advisory LLC 0.02% No change 2,986 $504K
Narwhal Capital Management 0.05% Reduce -6.7% 2,981 $503K
ARS Investment Partners, LLC 0.05% No change 2,975 $502K
RPG Investment Advisory, LLC 0.07% Add +5.5% 2,947 $497K
Wedbush Securities Inc. 0.02% Reduce -19.0% 2,919 $493K
Nixon Peabody Trust Co. 0.04% No change 2,900 $489K
Bogart Wealth, LLC 0.02% Add +12.8% 2,899 $489K
First Merchants Corp. 0.02% Reduce -2.1% 2,897 $489K
First Heartland Consultants, Inc. 0.05% Reduce -94.4% 2,863 $483K
Evermay Wealth Management LLC 0.08% Add +0.9% 2,851 $483K
Essex Financial Services, Inc. 0.04% No change 2,862 $482K
Alpha Omega Wealth Management LLC 0.09% No change 2,813 $475K
Manhattan West Asset Management, LLC 0.13% No change 2,781 $469K
Relative Value Partners Group, LLC 0.06% Reduce -68.3% 2,766 $467K
Lake Street Private Wealth, LLC 0.06% Add +10.2% 2,766 $467K
Ausdal Financial Partners, Inc. 0.05% Reduce -6.3% 2,762 $466K
Conrad Siegel Investment Advisors, Inc. 0.14% Add +6.3% 2,753 $465K
Sweet Financial Partners, LLC 0.11% No change 2,750 $464K
LongView Wealth Management 0.17% Reduce -32.1% 2,747 $464K
Wealth Architects, LLC 0.06% No change 2,742 $463K
LM Advisors LLC 0.09% No change 2,850 $454K
TrinityPoint Wealth, LLC 0.07% Add +1.1% 2,684 $453K
Choate Investment Advisors 0.01% Add +7.0% 2,676 $452K
EverSource Wealth Advisors, LLC 0.03% Reduce -2.4% 2,510 $450K
Veridan Wealth LLC 0.18% — 2,334 $450K
FineMark National Bank & Trust 0.02% Reduce -23.3% 2,656 $448K
Flagship Harbor Advisors, LLC 0.03% Add +4.3% 2,649 $447K
Ballast, Inc. 0.14% No change 2,625 $443K
Lanark Financial, Inc. 0.04% Reduce -14.4% 2,623 $442K
AE Wealth Management LLC 0.00% Reduce -2.5% 2,586 $436K
Great Valley Advisor Group, Inc. 0.01% Reduce -58.3% 2,578 $436K
Verum Partners LLC 0.14% Reduce -2.3% 2,555 $431K
M3 Advisory Group, LLC 0.35% Add +0.8% 2,548 $430K
Alpine Woods Capital Investors, LLC 0.07% No change 2,500 $422K
Wela Strategies, Inc. 0.20% Add +0.3% 2,485 $419K
Moneco Advisors, LLC 0.06% Reduce -12.0% 2,477 $418K
Northwest Investment Counselors, LLC 0.10% Add +15.6% 2,459 $415K
Two Sigma Securities, LLC 0.02% New 2,437 $411K
Howland Capital Management LLC 0.02% Reduce -1.2% 2,395 $406K
Willis Johnson & Associates, Inc. 0.03% Reduce -13.0% 2,402 $405K
HRT Financial LP 0.00% Add +59.3% 2,378 $401K
Rathbones Group PLC 0.00% Add +3.5% 2,370 $400K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 2,370 $400K
Boston Financial Mangement LLC 0.01% New 2,367 $400K
Perigon Wealth Management, LLC 0.01% Reduce -0.8% 2,356 $398K
Hanover Advisors Inc. 0.18% Reduce -10.0% 2,343 $395K
Legacy Edge Advisors, LLC 0.07% No change 2,343 $395K
Palo Alto Wealth Advisors, LLC 0.27% Reduce -7.0% 2,334 $395K
Clarity Capital Advisors, LLC 0.30% Add +1.8% 2,329 $393K
Northstar Group, Inc. 0.08% Add +18.3% 2,325 $392K
Rodgers & Associates, LTD 0.05% Reduce -2.1% 2,324 $392K
Cassaday & Co Wealth Management LLC 0.01% Add +48.1% 2,322 $392K
Csenge Advisory Group 0.02% Reduce -10.1% 2,312 $390K
Sigma Investment Counselors Inc. 0.02% No change 2,300 $388K
Crescent Grove Advisors, LLC 0.04% No change 2,288 $387K
O'shaughnessy Asset Management, LLC 0.00% Add +11.2% 2,275 $384K
Basso Capital Management, L.P. 0.34% No change 2,252 $380K
Forthright Family Wealth Advisory LLC 0.24% Reduce -5.1% 2,245 $379K
Commerce Bank 0.00% Reduce -3.3% 2,240 $378K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 2,228 $376K
BSW Wealth Partners 0.06% Add +3.5% 2,223 $375K
New Wave Wealth Advisors LLC 0.20% — 2,213 $374K
Howard Financial Services, LTD. 0.06% No change 2,210 $373K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -4.4% 2,171 $367K
Signaturefd, LLC 0.01% Reduce -55.6% 2,171 $366K
Western Wealth Management, LLC 0.03% Add +1.8% 2,169 $366K
Parkside Advisors LLC 0.09% No change 2,148 $364K
Beacon Financial Advisory LLC 0.14% Add +5.2% 2,151 $363K
Baker Boyer National Bank 0.13% No change 2,143 $362K
Capital Advisors Wealth Management, LLC 0.07% Reduce -2.5% 2,141 $361K
Patten Group, Inc. 0.09% Reduce -13.0% 2,140 $361K
Sandbox Financial Partners, LLC 0.14% No change 2,131 $360K
Cutler Investment Counsel LLC 0.05% No change 2,122 $359K
Next Level Private LLC 0.16% Add +1.0% 2,109 $356K
Cannell & Spears LLC 0.01% No change 2,100 $354K
MKT Advisors LLC 0.18% No change 2,104 $353K
Aspen Grove Capital, LLC 0.08% New 2,083 $353K
Chesley Taft & Associates LLC 0.02% Add +3.0% 2,075 $350K
Bath Savings Trust Co 0.04% Reduce -11.7% 2,074 $350K
Spinnaker Trust 0.02% No change 2,055 $347K
SYM FINANCIAL Corp 0.05% No change 2,013 $340K
Invictus Private Wealth, LLC 0.03% Reduce -13.7% 2,005 $338K
Garde Capital, Inc. 0.02% No change 2,000 $338K
Walkner Condon Financial Advisors LLC 0.07% Reduce -2.5% 1,993 $336K
Evercore Wealth Management, LLC 0.01% No change 1,956 $330K
Johnson Investment Counsel Inc. 0.00% Reduce -0.3% 1,949 $329K
Childress Capital Advisors, LLC 0.09% No change 1,948 $329K
Truepoint, Inc. 0.01% No change 1,919 $324K
Austin Private Wealth, LLC 0.03% Reduce -15.5% 1,913 $323K
Cozad Asset Management Inc. 0.03% No change 1,900 $321K
RMR Wealth Builders 0.04% Reduce -2.4% 1,898 $320K
CreativeOne Wealth, LLC 0.02% Reduce -8.0% 1,887 $319K
Private Trust Co. NA 0.03% Add +17.5% 1,888 $319K
LGL Partners, LLC 0.05% Add +5.2% 1,885 $318K
Eagle Strategies LLC 0.06% Reduce -82.8% 1,871 $316K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -3.6% 1,856 $313K
Bedel Financial Consulting, Inc. 0.05% No change 1,857 $313K
Robertson Stephens Wealth Management, LLC 0.02% No change 1,849 $313K
Advus Financial Partners, LLC 0.10% Reduce -2.8% 1,847 $312K
Moors & Cabot, Inc. 0.02% New 1,842 $311K
Financial Counselors Inc. 0.01% Reduce -0.8% 1,833 $309K
New Perspectives, Inc 0.17% Reduce -9.4% 1,831 $309K
Saxon Interests, Inc. 0.15% No change 1,822 $308K
Modera Wealth Management, LLC 0.00% Reduce -12.7% 1,819 $307K
Heritage Wealth Management, LLC 0.17% No change 1,818 $307K
Heritage Family Offices, LLP 0.17% — 1,818 $307K
Richardson Financial Services Inc. 0.22% Add +3.7% 1,813 $306K
SVB Wealth LLC 0.01% Reduce -49.0% 1,812 $306K
Teamwork Financial Advisors, LLC 0.05% Add +0.3% 1,806 $305K
Prospect Financial Services LLC 0.23% No change 1,805 $305K
Castle Rock Wealth Management, LLC 0.08% No change 1,815 $304K
Aspire Wealth Management Corp 0.17% Add +3.6% 1,802 $304K
Prepared Retirement Institute LLC 0.20% New 1,801 $304K
Townsquare Capital LLC 0.00% Add +13.1% 1,792 $302K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -2.7% 1,775 $301K
Mitchell Sinkler & Starr 0.08% No change 1,700 $299K
Busey Bank 0.01% Reduce -18.4% 1,769 $299K
Trexquant Investment LP 0.00% Add +0.9% 1,765 $298K
SP Asset Management LLC 0.03% No change 1,764 $298K
Advisory Alpha, LLC 0.01% Reduce -13.8% 1,760 $297K
Milestone Investment Advisors LLC 0.08% Reduce -1.2% 1,758 $297K
Associated Banc-Corp 0.01% Add +24.1% 1,745 $295K
Mayflower Financial Advisors, LLC 0.05% No change 1,732 $292K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +0.1% 1,726 $291K
Laurel Wealth Advisors LLC 0.05% No change 1,725 $291K
Mill Creek Capital Advisors, LLC 0.01% No change 1,718 $290K
JFS Wealth Advisors, LLC 0.02% Add +1.0% 1,705 $288K
Focus Partners Advisor Solutions, LLC 0.01% New 1,686 $285K
Heritage Wealth Management, Inc. 0.10% — 1,690 $284K
Unconventional Investor, LLC 0.20% No change 1,675 $283K
Mirador Capital Partners LP 0.05% Add +0.3% 1,673 $282K
Annis Gardner Whiting Capital Advisors, LLC 0.08% No change 1,639 $278K
Bryant Woods Investment Advisors, LLC 0.20% Add +14.3% 1,920 $275K
Quadcap Wealth Management, LLC 0.05% No change 1,625 $274K
Park Avenue Securities LLC 0.00% Add +25.4% 1,611 $272K
Retirement Income Solutions, Inc. 0.07% Reduce -20.1% 1,606 $271K
Truefg, LLC 0.10% Add +3.3% 1,604 $271K
Strategic Family Wealth Counselors, L.L.C. 0.10% Add +0.2% 1,588 $268K
Belpointe Asset Management LLC 0.02% Reduce -9.5% 1,585 $268K
Glenview Trust Co 0.01% New 1,583 $267K
Leo Wealth, LLC 0.03% No change 1,579 $267K
Strategic Wealth Partners, Ltd. 0.03% Add +5.1% 1,578 $266K
Kingsview Wealth Management, LLC 0.01% Reduce -0.7% 1,574 $266K
Quad-Cities Investment Group, LLC 0.15% Add +4.2% 1,573 $265K
Rwa Wealth Partners, LLC 0.00% No change 1,568 $265K
Trek Financial, LLC 0.02% New 1,566 $264K
Capital Investment Advisors, LLC 0.01% No change 1,565 $264K
Intelligent Financial Strategies 0.16% Reduce -11.2% 1,557 $264K
Fortress Wealth Management, Inc. 0.13% No change 1,558 $263K
Ruggaard & Associates LLC 0.12% Add +12.3% 1,552 $262K
MCF Advisors LLC 0.02% No change 1,550 $262K
Westmount Partners, LLC 0.09% Add +29.0% 1,549 $260K
Ocean Park Asset Management, LLC 0.01% No change 1,538 $260K
MB Generational Wealth, LLC 0.20% Reduce -47.0% 1,537 $259K
Lodestar Private Asset Management LLC 0.04% No change 1,536 $259K
Drucker Wealth 3.0, LLC 0.07% — 1,528 $258K
Goodman Financial Corp 0.06% Reduce -0.7% 1,513 $255K
Evanson Asset Management, LLC 0.02% Reduce -11.7% 1,512 $255K
Clearstead Trust, LLC 0.06% No change 1,508 $255K
Plan Group Financial, LLC 0.16% Reduce -8.7% 1,504 $254K
First Nebraska Trust Co 0.03% No change 1,504 $254K
Harbour Investments, Inc. 0.01% Reduce -98.7% 1,498 $253K
Biltmore Family Office, LLC 0.05% No change 1,492 $253K
NCM Capital Management, LLC 0.13% No change 1,487 $251K
Lokken Investment Group LLC 0.12% No change 1,485 $251K
Vanguard Personalized Indexing Management, LLC 0.00% New 1,484 $250K
Janiczek Wealth Management, LLC 0.05% Add +0.1% 1,476 $250K
Archer Investment Corp 0.07% Add +62.6% 1,480 $250K
&partners 0.01% New 1,471 $248K
Park Edge Advisors, LLC 0.08% Reduce -42.5% 1,469 $248K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -4.2% 1,429 $241K
Compound Planning, Inc. 0.02% Reduce -28.9% 1,413 $239K
Realta Investment Advisors 0.05% Reduce -0.7% 1,410 $238K
Shakespeare Wealth Management, LLC 0.07% Reduce -23.8% 1,408 $238K
Intrua Financial, LLC 0.04% No change 1,394 $235K
Vista Capital Partners, Inc. 0.03% Reduce -9.2% 1,394 $235K
Lantern Wealth Advisors, LLC 0.17% No change 1,392 $235K
Personal Cfo Solutions, LLC 0.04% No change 1,387 $234K
Berger Financial Group, Inc 0.02% Reduce -13.0% 1,383 $233K
GYL Financial Synergies, LLC 0.02% No change 1,381 $233K
Davis Investment Partners, LLC 0.10% No change 1,332 $233K
ORBA Wealth Advisors, L.L.C. 0.12% No change 1,353 $228K
Paragon Private Wealth Management, LLC 0.13% No change 1,352 $228K
Fort Sheridan Advisors LLC 0.04% New 1,351 $228K
Pegasus Partners Ltd. 0.02% New 1,339 $226K
Benjamin F. Edwards & Company, Inc. 0.00% Add +6.1% 1,329 $224K
Fisher Asset Management 0.00% New 1,303 $220K
Retirement Planning Co of New England, Inc. 0.12% Reduce -40.8% 1,300 $219K
Passive Capital Management, LLC. 0.08% Add +12.4% 1,295 $219K
Fiera Capital Corp 0.00% No change 1,292 $218K
Broadview Financial Management, LLC 0.16% Add +10.1% 1,290 $218K
Stratos Investment Management, LLC 0.02% New 1,289 $218K
Wealth Dimensions Group, Ltd. 0.06% Add +0.3% 1,289 $217K
Foundations Investment Advisors, LLC 0.01% Reduce -77.4% 1,281 $216K
MPS Loria Financial Planners, LLC 0.07% Reduce -24.2% 1,280 $216K
Arkadios Wealth Advisors 0.01% Reduce -71.4% 1,266 $214K
Custos Family Office, LLC 0.09% No change 1,265 $213K
Auour Investments LLC 0.08% No change 1,256 $212K
Ellsworth Advisors, LLC 0.06% No change 1,252 $211K
Thompson Davis & Co., Inc. 0.18% No change 1,251 $211K
Penney Financial, LLC 0.15% No change 1,248 $211K
Interchange Capital Partners, LLC 0.08% New 1,242 $210K
Greenleaf Trust 0.00% New 1,230 $208K
NBT Bank, N.A. 0.01% No change 1,226 $207K
Baker Tilly Wealth Management, LLC 0.08% New 1,221 $206K
Stratos Wealth Advisors, LLC 0.01% Add +6.1% 1,219 $206K
Sentinel Pension Advisors, LLC 0.04% Add +0.5% 1,197 $202K
Mosaic Family Wealth Partners, LLC 0.03% New 1,194 $202K
EPIQ Capital Group, LLC 0.07% No change 1,187 $201K
Vance Wealth, LLC 0.08% No change 1,189 $201K
USAdvisors Wealth Management, LLC 0.07% Reduce -36.2% 1,189 $200K
Trust Co. of Vermont 0.01% Add +434.1% 1,175 $198K
Sugarloaf Wealth Management, LLC 0.03% No change 1,092 $184K
Ridgewood Investments LLC 0.09% New 1,065 $180K
Anchor Investment Management, LLC 0.02% New 1,061 $179K
Union Savings Bank 0.09% Add +20.4% 1,039 $175K
Glen Eagle Advisors, LLC 0.03% No change 1,020 $172K
IFP Advisors, Inc 0.01% Add +6.3% 1,017 $172K
Birchbrook, Inc. 0.10% Reduce -2.4% 1,000 $169K
London Co. of Virginia 0.00% New 973 $164K
Trifecta Capital Advisors, LLC 0.04% New 943 $159K
S.A. Mason LLC 0.09% No change 900 $152K
Tortoise Investment Management, LLC 0.02% No change 885 $149K
Farther Finance Advisors, LLC 0.01% Add +30.2% 880 $148K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% New 798 $135K
Franklin Resources Inc. 0.00% No change 790 $133K
International Assets Investment Management, LLC 0.01% New 783 $132K
CVA Family Office, LLC 0.02% No change 768 $130K
Aptus Capital Advisors, LLC 0.00% No change 742 $125K
Bokf, NA 0.00% No change 704 $119K
Fairman Group, LLC 0.12% No change 697 $118K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -1.2% 683 $115K
Glassman Wealth Services 0.02% No change 675 $114K
Acropolis Investment Management, LLC 0.01% Reduce -0.1% 667 $113K
Abound Wealth Management 0.04% Reduce -0.6% 634 $107K
Asset Dedication, LLC 0.01% No change 608 $103K
Cornerstone Planning Group LLC 0.03% Reduce -17.4% 625 $102K
Pinnacle Bancorp, Inc. 0.03% No change 606 $102K
Sandy Spring Bank 0.00% No change 599 $101K
CENTRAL TRUST Co 0.00% No change 595 $100K
Parallel Advisors, LLC 0.00% Add +876.7% 586 $99K
RFP Financial Group LLC 0.03% No change 509 $86K
JNBA Financial Advisors 0.01% No change 504 $85K
Evolution Advisers, Inc. 0.05% No change 498 $84K
Tsfg, LLC 0.02% No change 495 $84K
Morton Brown Family Wealth, LLC 0.03% No change 476 $84K
HHM Wealth Advisors, LLC 0.01% Add +268.7% 483 $82K
GPS Wealth Strategies Group, LLC 0.01% New 474 $80K
McIlrath & Eck, LLC 0.01% No change 464 $78K
LRI Investments, LLC 0.01% No change 437 $74K
Addison Advisors LLC 0.02% No change 433 $73K
Caldwell Trust Co 0.01% Add +82.5% 427 $72K
WealthCollab, LLC 0.05% No change 425 $72K
Cassady Schiller Wealth Management, LLC 0.02% No change 354 $60K
Albion Financial Group 0.00% New 345 $58K
Hershey Financial Advisers, LLC 0.05% — 342 $58K
Concord Wealth Partners 0.01% No change 335 $56K
TD Waterhouse Canada Inc. 0.00% New 336 $56K
Barrett & Company, Inc. 0.02% No change 320 $54K
Riverview Trust Co 0.05% New 305 $51K
Bangor Savings Bank 0.01% No change 304 $51K
FAS Wealth Partners, Inc. 0.00% No change 303 $51K
BOK Financial Private Wealth, Inc. 0.00% No change 300 $51K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $51K
National Bank of Canada 0.00% No change 300 $50K
Old Second National Bank of Aurora 0.01% No change 298 $50K
Dunhill Financial, LLC 0.03% No change 292 $49K
American National Bank & Trust 0.01% New 276 $47K
First PREMIER Bank 0.01% No change 270 $46K
Ashton Thomas Private Wealth, LLC 0.00% New 272 $46K
Coston, McIsaac & Partners 0.01% No change 268 $45K
Coppell Advisory Solutions LLC 0.01% — 266 $45K
Piscataqua Savings Bank 0.04% No change 265 $45K
Oakworth Capital, Inc. 0.00% No change 263 $44K
Motco 0.00% No change 262 $44K
Caitlin John, LLC 0.03% No change 251 $42K
Cherry Tree Wealth Management, LLC 0.01% No change 251 $42K
Brown, Lisle/Cummings, Inc. 0.01% No change 245 $41K
Washington Trust Advisors, Inc. 0.00% No change 245 $41K
BlackRock Inc. 0.00% No change 232 $39K
Eagle Bay Advisors LLC 0.02% No change 231 $39K
HM Payson & Co. 0.00% New 222 $37K
Global Trust Asset Management, LLC 0.01% No change 212 $36K
MilWealth Group LLC 0.01% No change 208 $35K
Parkside Financial Bank & Trust 0.01% Add +40.6% 201 $34K
Matrix Private Capital Group LLC 0.02% No change 200 $34K
Red Lighthouse Investment Management, LLC 0.01% No change 200 $34K
Cordgrass Capital Advisors, LLC 0.01% No change 200 $34K
Pacifica Partners Inc. 0.01% No change 200 $34K
Creative Financial Designs Inc. 0.00% No change 193 $33K
Cardiff Park Advisors, LLC 0.00% No change 192 $32K
Sound Income Strategies, LLC 0.00% Add +4.3% 192 $32K
Advanced Asset Management Advisors Inc 0.01% Add +24.2% 185 $31K
Smartleaf Asset Management LLC 0.01% No change 182 $31K
City Holding Co. 0.00% No change 180 $30K
Salem Investment Counselors Inc. 0.00% Add +39.0% 171 $29K
MeadowBrook Investment Advisors LLC 0.03% Reduce -35.8% 260 $26K
Western Pacific Wealth Management, LP 0.02% No change 150 $25K
St Germain D J Co. Inc. 0.00% Reduce -13.8% 150 $25K
City State Bank 0.01% No change 146 $25K
Provenance Wealth Advisors, LLC 0.00% Reduce -34.8% 144 $24K
Jackson, Grant Investment Advisers, Inc. 0.01% New 139 $23K
WASHINGTON TRUST Co 0.00% No change 139 $23K
Vermillion & White Wealth Management Group, LLC 0.02% Add +44.4% 130 $22K
Investors Research Corp 0.01% Add +251.3% 130 $22K
ICA Group Wealth Management, LLC 0.01% Reduce -47.3% 126 $21K
Capital Analysts, LLC 0.00% New 125 $21K
Beacon Capital Management, LLC 0.00% No change 124 $21K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 124 $21K
AdvisorNet Financial, Inc 0.00% Reduce -14.6% 123 $21K
Center for Financial Planning, Inc. 0.00% No change 122 $21K
M&R Capital Management Inc. 0.00% No change 119 $20K
MidAtlantic Capital Management, Inc. 0.02% No change 117 $20K
Robinswood Financial LLC 0.01% No change 116 $20K
Wagner Wealth Management, LLC 0.01% No change 110 $19K
Russell Investments Group, Ltd. 0.00% Add +77.0% 108 $18K
WealthShield Partners, LLC 0.00% No change 98 $17K
Raffa Wealth Management, LLC 0.00% No change 93 $16K
NFSG Corp 0.01% No change 88 $15K
Founders Financial Alliance, LLC 0.00% Reduce -29.9% 82 $14K
Annapolis Financial Services, LLC 0.00% No change 72 $12K
Aspire Private Capital, LLC 0.00% No change 64 $11K
AllSquare Wealth Management LLC 0.01% No change 61 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $10K
Sound Financial Strategies Group, LLC 0.01% New 60 $10K
Cape Investment Advisory, Inc. 0.00% No change 60 $10K
Financial Connections Group, Inc. 0.01% New 59 $10K
IAG Wealth Partners, LLC 0.00% No change 50 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 45 $8K
Great Lakes Retirement, Inc. 0.00% New 41 $7K
BBJS Financial Advisors, LLC 0.00% No change 25 $4K
Wiser Advisor Group LLC 0.01% Add +4.3% 24 $4K
Riggs Asset Managment Co. Inc. 0.00% New 20 $3K
Sittner & Nelson, LLC 0.00% No change 19 $3K
Arax Advisory Partners 0.00% No change 16 $3K
Arlington Trust Co LLC 0.00% No change 15 $3K
Financial Perspectives, Inc 0.00% New 14 $2K
Central Pacific Bank - Trust Division 0.00% No change 14 $2K
First Command Advisory Services, Inc. 0.00% New 12 $2K
SOA Wealth Advisors, LLC. 0.00% No change 10 $2K
Highline Wealth Partners LLC 0.00% No change 7 $1K
McClarren Financial Advisors, Inc. 0.01% Reduce -47.8% 3,207 $1K
Hazlett, Burt & Watson, Inc. 0.00% Reduce -93.6% 3 $1K
Gradient Investments LLC 0.00% No change 5 $844
Tucker Asset Management LLC 0.00% No change 4 $675
Johnson Financial Group, Inc. 0.00% New 3 $509
Blue Bell Private Wealth Management, LLC 0.00% No change 3 $506
Strategic Financial Concepts, LLC 0.00% New 31,764 $179

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