Vanguard Extended Market ETFVXFETF

13F holders, Q3 2024 (September 30)
812holders +29
64new positions
35sold out
3famous investors
$181.84avg. 13F price*

At the end of Q3 2024, 812 institutions reported holding Vanguard Extended Market ETF (VXF) in their 13F filings, up 29 from Q2 2024. 64 opened new positions and 35 sold out. The largest holders were Morgan Stanley ($621.0M), Wealthfront Advisers LLC ($593.8M) and Envestnet Asset Management Inc. ($560.8M). 3 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions64$37.0M
Exits35$52.9M

All 13F filers, Q2 2024 → Q3 2024: 3,388,953 shares bought and 2,132,113 shares sold, net +1,256,840 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 812 holders

Morgan Stanley 0.05% Add +2.4% 3,412,234 $621.0M
Wealthfront Advisers LLC 1.83% Add +2.6% 3,262,802 $593.8M
Envestnet Asset Management Inc. 0.18% Add +1.1% 3,081,438 $560.8M
Bank of America Corp. 0.03% Add +0.2% 1,618,493 $294.5M
FMR LLC 0.02% Add +2938.0% 1,600,254 $291.2M
Fifth Third Bancorp 0.99% Add +2.7% 1,501,130 $273.2M
Citigroup Inc. 0.21% Add +2.0% 1,233,269 $224.4M
Assetmark, Inc. 0.61% Add +1.4% 1,172,577 $213.4M
US Bancorp \de 0.26% Add +1.7% 1,133,554 $206.3M
Envestnet Portfolio Solutions, Inc. 0.52% Reduce -1.6% 886,039 $161.3M
Vanguard Group Inc. 0.00% Add +17.6% 866,436 $157.7M
Royal Bank of Canada 0.03% Add +1.5% 775,846 $141.2M
Wealthspire Advisors, LLC 1.41% Add +3.1% 761,788 $138.6M
LPL Financial LLC 0.06% Add +0.4% 731,177 $133.1M
Focus Partners Wealth 0.40% Reduce -46.3% 686,635 $125.0M
UBS Group AG 0.03% Add +2.5% 667,616 $121.5M
Cerity Partners LLC 0.26% Add +6.7% 634,593 $115.5M
SigFig Wealth Management, LLC 4.18% Reduce -1.2% 633,786 $115.2M
Goldman Sachs Group Inc. 0.02% Add +22.9% 602,536 $109.7M
Cambridge Investment Research Advisors, Inc. 0.35% Add +0.6% 567,458 $103.3M
Stratos Wealth Partners, LTD. 1.45% Add +0.7% 546,437 $99.4M
Plante Moran Financial Advisors, LLC 8.00% Add +12.6% 515,262 $93.8M
Blue Trust, Inc. 1.16% Add +0.1% 527,832 $89.1M
Creative Planning 0.09% Add +1.5% 484,769 $88.2M
SageView Advisory Group, LLC 4.38% Add +0.9% 474,649 $86.4M
Diversified Trust Co. 1.97% Add +2.9% 428,962 $78.1M
Wells Fargo & Company 0.02% Reduce -52.0% 427,797 $77.9M
Nepc LLC 2.15% No change 392,612 $71.5M
Gleason Group, Inc. 12.49% Add +11.9% 374,608 $68.2M
Charter Oak Capital Management, LLC 6.24% Add +4.0% 367,213 $66.8M
Van Cleef Asset Management,Inc 7.05% Add +6.8% 349,212 $63.6M
Ameriprise Financial Inc. 0.02% Reduce -10.5% 331,704 $60.4M
TD Private Client Wealth LLC 1.72% Add +15.5% 328,412 $59.8M
Northwestern Mutual Wealth Management Co. 0.05% Add +0.6% 303,481 $55.2M
Thrivent Financial for Lutherans 0.10% Reduce -6.9% 302,551 $55.1M
Legacy Private Trust Co. 3.63% Add +8.0% 297,138 $54.1M
Raymond James Financial Services Advisors, Inc. 0.07% Reduce -8.7% 296,926 $54.0M
Osaic Holdings, Inc. 0.12% Reduce -0.1% 296,162 $53.9M
Alliancebernstein L.P. 0.02% Reduce -0.9% 281,942 $51.3M
Cetera Investment Advisers 0.11% Add +3.0% 268,060 $48.8M
Mariner, LLC 0.08% Reduce -0.1% 256,542 $46.7M
BNP Paribas Financial Markets 0.04% Add +39.3% 247,939 $45.1M
Cobblestone Capital Advisors LLC 2.33% Add +2.5% 228,437 $41.6M
Commonwealth Equity Services, LLC 0.06% Add +7.0% 227,883 $41.5M
Coldstream Capital Management Inc. 0.89% Reduce -15.0% 227,396 $41.4M
Voya Financial Advisors, Inc. 4.30% Reduce -0.2% 219,275 $39.9M
Raymond James & Associates 0.02% Add +7.8% 205,882 $37.5M
Raymond James Trust N.A. 0.79% Add +0.2% 200,509 $36.5M
James J. Burns & Company, LLC 6.44% Add +0.7% 195,729 $35.6M
MML Investors Services, LLC 0.13% Add +2.3% 192,611 $35.1M
Act Wealth Management, LLC 15.36% Add +1.6% 190,386 $34.6M
Lido Advisors, LLC 0.23% Add +4.4% 166,628 $30.3M
GeoWealth Management, LLC 1.04% Add +5.6% 161,859 $29.5M
Natixis Advisors, LLC 0.06% Reduce -36.9% 161,100 $29.3M
Tenon Financial LLC 18.65% Add +11.8% 154,676 $28.1M
United Services Automobile Association 0.72% Add +3.6% 154,607 $28.1M
Rockefeller Capital Management L.P. 0.07% Reduce -0.4% 147,109 $26.8M
Mather Group, Llc. 0.33% Add +190.5% 143,129 $26.0M
Beacon Harbor Wealth Advisors, Inc. 5.79% Add +1.8% 133,786 $24.3M
Mayport, LLC 7.60% Add +6.4% 130,206 $23.7M
FC Advisory LLC 7.89% Add +1.4% 128,883 $23.5M
Firestone Capital Management 5.81% Add +0.2% 127,233 $23.2M
Valmark Advisers, Inc. 0.34% Add +0.4% 118,524 $21.6M
New England Private Wealth Advisors LLC 3.21% Add +0.1% 109,414 $19.9M
Private Advisor Group, LLC 0.12% Add +2.5% 104,662 $19.0M
Cypress Financial Planning LLC 6.84% Add +6.2% 101,603 $18.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -2.9% 101,221 $18.4M
Continuum Advisory, LLC 2.34% Add +3.8% 93,792 $18.4M
Stifel Financial Corp. 0.02% Add +41.7% 97,161 $17.7M
Moody National Bank Trust Division 1.79% Add +346.0% 91,702 $16.7M
CIBC Private Wealth Group LLC 0.03% Add +1.9% 89,516 $16.3M
First Hawaiian Bank 0.50% Add +5.4% 86,061 $15.7M
JPMorgan Chase & Co. 0.00% Reduce -4.8% 85,834 $15.6M
Beacon Pointe Advisors, LLC 0.18% Reduce -2.4% 85,559 $15.6M
Wealth Group Ltd 4.42% Add +1.5% 83,437 $15.2M
Bessemer Group Inc. 0.02% Reduce -3.0% 81,869 $14.9M
Jones Financial Companies LLLP 0.01% Add +32.9% 79,002 $14.4M
Schechter Investment Advisors, LLC 1.04% Add +2.4% 77,744 $14.1M
Segment Wealth Management, LLC 0.97% Reduce -0.9% 77,177 $14.0M
Keel Point, LLC 1.16% Add +24.5% 76,230 $13.9M
Ballentine Partners, LLC 0.23% Reduce -1.5% 74,175 $13.5M
SOL Capital Management CO 1.50% Reduce -0.2% 74,055 $13.5M
Ancora Advisors LLC 0.31% Add +1.5% 73,649 $13.4M
J.W. Cole Advisors, Inc. 0.56% Reduce -3.9% 73,456 $13.4M
Captrust Financial Advisors 0.04% Add +2.2% 73,405 $13.4M
NewEdge Advisors, LLC 0.09% Add +6.6% 72,553 $13.2M
Principal Securities, Inc. 0.31% Reduce -2.6% 71,017 $12.9M
Procyon Advisors, LLC 0.88% Add +5.0% 70,296 $12.8M
HighTower Advisors, LLC 0.02% Add +17.9% 69,632 $12.7M
D.A. Davidson & Co. 0.10% Reduce -4.0% 69,401 $12.6M
Linscomb Wealth, Inc. 0.63% Reduce -1.5% 69,251 $12.6M
Kestra Advisory Services, LLC 0.07% Reduce -5.7% 69,229 $12.6M
Brown Advisory Inc. 0.02% Reduce -1.6% 68,405 $12.4M
Winthrop Advisory Group LLC 1.52% Add +1.0% 67,557 $12.3M
Affiance Financial, LLC 2.97% Add +1.8% 67,174 $12.2M
Summit Wealth Group, LLC 3.42% Add +34.9% 65,207 $11.9M
N.E.W. Advisory Services LLC 1.17% Add +2.1% 65,076 $11.8M
Blair William & Co. 0.03% Reduce -2.2% 65,015 $11.8M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -6.5% 64,594 $11.8M
Corient Private Wealth LP 0.02% Add +6.6% 62,739 $11.4M
Asio Capital, LLC 2.17% Add +1.2% 62,570 $11.4M
West Financial Advisors, LLC 2.19% Add +1.6% 62,286 $11.3M
Strategic Investment Advisors / MI 1.21% Add +6.7% 60,651 $11.0M
Great Diamond Partners, LLC 2.78% Reduce -6.9% 60,112 $10.9M
Compass Advisory Group LLC 4.23% Add +172.0% 59,628 $10.9M
Fiduciary Group, LLC 1.10% Reduce -5.6% 59,664 $10.9M
SlateStone Wealth, LLC 0.97% Add +18.1% 59,009 $10.7M
Applied Capital LLC 5.43% Reduce -0.6% 58,063 $10.6M
SMI Advisory Services, LLC 2.29% Add +0.8% 56,928 $10.3M
Dakota Wealth Management 0.23% Reduce -0.7% 56,718 $10.3M
Axiom Advisory, LLC 0.10% Add +1.8% 58,942 $10.3M
Cwm, LLC 0.04% Add +1.9% 56,105 $10.2M
Mutual Advisors, LLC 0.29% Reduce -1.5% 54,794 $10.1M
Earnest Partners LLC 0.04% Reduce -40.7% 53,350 $9.7M
EP Wealth Advisors, LLC 0.08% Reduce -7.2% 53,009 $9.6M
Boston Family Office LLC 0.65% Add +2.1% 52,911 $9.6M
Oak Root LLC 1.18% Reduce -0.5% 51,440 $9.4M
Bank of New York Mellon Corp 0.00% Reduce -1.6% 51,380 $9.4M
Steward Partners Investment Advisory, LLC 0.08% Add +3.1% 49,806 $9.1M
Fort Vancouver Investment Management, LLC 7.82% Add +1.1% 49,787 $9.1M
Clifford Group, LLC 6.48% Add +0.9% 45,809 $8.3M
Fairway Wealth LLC 4.19% Add +1.6% 45,316 $8.2M
North Star Investment Management Corp. 0.56% Add +3.8% 44,745 $8.1M
Merit Financial Group, LLC 0.18% Reduce -21.7% 44,277 $8.1M
TD Capital Management LLC 0.81% Reduce -0.8% 44,216 $8.0M
Lam Group, Inc. 5.50% Reduce -0.6% 42,693 $7.8M
Clearstead Advisors, LLC 0.12% Reduce -2.3% 42,425 $7.7M
Mercer Global Advisors Inc. 0.02% Add +8.1% 42,363 $7.7M
Comerica Bank 0.03% Reduce -2.6% 41,769 $7.6M
Equita Financial Network, Inc. 2.77% Add +8.2% 41,659 $7.6M
Compass Financial Group, INC 1.45% Reduce -1.0% 40,600 $7.4M
Gould Asset Management LLC 1.58% Add +0.0% 40,597 $7.4M
Savant Capital, LLC 0.06% Add +15.0% 40,434 $7.4M
Marquette Associates, Inc. 5.26% Add +0.6% 40,144 $7.3M
Atria Wealth Solutions, Inc. 0.08% Add +1.0% 39,789 $7.3M
Plancorp, LLC 0.29% Add +2.7% 39,634 $7.2M
Ethos Financial Group, LLC 1.20% New 39,384 $7.2M
Vident Advisory, LLC 0.18% Reduce -0.8% 38,894 $7.1M
Emergent Wealth Advisors, LLC 4.66% Reduce -14.0% 34,654 $6.3M
Pitcairn Co. 0.37% No change 34,394 $6.3M
IFG Advisory, LLC 0.40% Reduce -3.9% 34,384 $6.3M
Rothschild Investment LLC 0.40% Reduce -0.4% 33,697 $6.1M
Baird Financial Group, Inc. 0.01% Reduce -4.5% 33,618 $6.1M
Trevian Wealth Management LLC 4.95% New 33,212 $6.0M
Oppenheimer & Co. Inc. 0.09% Add +0.4% 32,983 $6.0M
Boston Standard Wealth Management, LLC 1.17% Add +10.5% 32,960 $6.0M
Truist Financial Corp. 0.01% Add +10.7% 32,785 $6.0M
Vicus Capital 0.51% Reduce -4.0% 31,433 $5.7M
Atlantic Private Wealth, LLC 4.25% Add +0.2% 30,856 $5.6M
Composition Wealth, LLC 0.13% Add +1.4% 30,452 $5.5M
Long Island Wealth Management, Inc. 3.62% Add +1.7% 30,306 $5.5M
Prudential Financial Inc. 0.01% Reduce -0.6% 29,853 $5.4M
Pathstone Holdings, LLC 0.02% Add +1.8% 29,848 $5.4M
PNC Financial Services Group, Inc. 0.00% Reduce -0.1% 29,525 $5.4M
Prime Capital Investment Advisors, LLC 0.08% Add +2.6% 29,152 $5.3M
Wetzel Investment Advisors, Inc. 2.63% Reduce -4.8% 28,521 $5.2M
World Investment Advisors 0.16% Add +745.7% 27,985 $5.1M
Oxford Financial Group, LTD. LLC 0.32% Reduce -1.9% 27,480 $5.0M
JFS Wealth Advisors, LLC 0.33% Add +1508.0% 27,416 $5.0M
Armstrong Advisory Group, Inc. 0.41% Reduce -83.1% 27,061 $4.9M
Warwick Investment Management, Inc. 1.15% Reduce -0.2% 26,694 $4.9M
Tower Research Capital LLC (TRC) 0.13% Add +263.9% 26,638 $4.8M
Security National Bank 0.65% No change 26,417 $4.8M
Snowden Capital Advisors LLC 0.14% Reduce -0.7% 26,336 $4.8M
MontVue Capital Management, Inc. 3.65% Add +1.6% 26,093 $4.7M
Eagle Capital Management, LLC 1.95% Add +458.5% 25,745 $4.7M
Riverbridge Partners LLC 0.06% Reduce -48.7% 25,738 $4.7M
Echo45 Advisors LLC 3.01% Add +4.7% 25,463 $4.6M
Fragasso Financial Advisors Inc 0.35% Reduce -3.2% 25,232 $4.6M
Arete Wealth Advisors, LLC 0.39% Add +54.5% 25,282 $4.6M
CWS Financial Advisors, LLC 1.61% Reduce -4.9% 24,998 $4.5M
Pure Financial Advisors, LLC 0.11% Add +11.7% 24,986 $4.5M
Investment Planning Advisors, Inc. 2.32% No change 26,910 $4.5M
Safir Wealth Advisors, LLC 3.48% Add +1.1% 24,872 $4.5M
Citizens Financial Group Inc. 0.09% Reduce -8.1% 24,775 $4.5M
Signature Estate & Investment Advisors LLC 0.10% Reduce -35.1% 24,083 $4.4M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -30.2% 23,994 $4.4M
Luminvest Wealth Management LLC 1.77% Add +7.5% 23,217 $4.3M
United Community Bank 1.64% Reduce -6.9% 23,008 $4.2M
Semmax Financial Advisors Inc. 1.15% Add +3.4% 20,932 $4.2M
Bordeaux Wealth Advisors LLC 0.71% Add +0.2% 21,679 $3.9M
Waverly Advisors, LLC 0.07% Reduce -0.0% 21,381 $3.9M
Janney Montgomery Scott LLC 0.01% Add +27.6% 21,323 $3.9M
Strategic Financial Planning, Inc. 2.56% No change 21,256 $3.9M
Jordan Park Group LLC 0.26% No change 20,800 $3.8M
Clarius Group, LLC 0.25% Reduce -0.7% 19,605 $3.6M
Carmichael Hill & Associates, Inc. 1.30% Reduce -0.8% 19,378 $3.5M
Coyle Financial Counsel LLC 1.23% Add +4.7% 20,889 $3.5M
Ameritas Advisory Services, LLC 0.15% Reduce -10.7% 19,354 $3.5M
Baker Ellis Asset Management LLC 0.50% Reduce -0.5% 19,324 $3.5M
River Wealth Advisors LLC 0.46% Reduce -1.5% 19,154 $3.5M
Flow Traders U.S. LLC 0.17% Add +170.3% 18,946 $3.4M
Simon Quick Advisors, LLC 0.22% Reduce -9.2% 18,773 $3.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.52% Add +246.7% 18,605 $3.4M
NorthRock Partners, LLC 0.11% Reduce -0.1% 18,408 $3.4M
Values Added Financial LLC 2.07% Reduce -3.3% 18,063 $3.3M
Financial Synergies Wealth Advisors, Inc. 0.41% Reduce -6.0% 17,988 $3.3M
Penn Capital Management Company, LLC 0.30% Reduce -38.1% 17,800 $3.3M
Curtis Advisory Group, LLC 0.92% No change 17,779 $3.2M
Atria Investments, Inc 0.04% Reduce -1.0% 17,722 $3.2M
Great Lakes Advisors, LLC 0.03% Reduce -12.9% 17,695 $3.2M
Mission Hills Financial Advisory, LLC 2.74% — 16,343 $3.2M
Moneta Group Investment Advisors LLC 0.05% Reduce -0.1% 17,614 $3.2M
Regal Investment Advisors LLC 0.22% Add +7.7% 17,608 $3.2M
Bfsg, LLC 0.37% Add +7.3% 17,567 $3.2M
Allworth Financial LP 0.02% Reduce -32.9% 17,493 $3.2M
BIP Wealth, LLC 0.21% Add +11.7% 17,020 $3.1M
Chilton Capital Management LLC 0.13% Reduce -0.2% 16,986 $3.1M
Leavell Investment Management, Inc. 0.15% Reduce -2.0% 16,845 $3.1M
Partners in Financial Planning 0.62% Reduce -3.0% 16,881 $3.1M
Summit Financial, LLC 0.12% New 16,804 $3.1M
Wealth Alliance, LLC 0.36% Reduce -0.1% 16,511 $3.0M
Diversified, LLC 0.32% Add +11.3% 16,245 $3.0M
Diversified Enterprises, LLC 0.32% — 16,245 $3.0M
Avantax Advisory Services, Inc. 0.02% Reduce -4.8% 16,035 $2.9M
Empower Advisory Group, LLC 0.01% Reduce -2.4% 16,008 $2.9M
Accredited Investors Inc. 0.17% Add +0.1% 15,961 $2.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -3.9% 15,838 $2.9M
Orion Portfolio Solutions, LLC 0.03% Reduce -3.9% 15,838 $2.9M
Twin Focus Capital Partners, LLC 0.45% Reduce -0.8% 15,832 $2.9M
Roundview Capital LLC 0.21% Add +8.6% 15,655 $2.8M
Warner Financial, Inc. 1.25% Add +3.3% 15,507 $2.8M
Balentine LLC 0.11% No change 15,375 $2.8M
Advisor OS, LLC 0.28% Add +13.7% 15,234 $2.8M
Spire Wealth Management 0.09% Add +0.4% 15,054 $2.7M
Tidal Investments LLC 0.03% Reduce -12.5% 14,861 $2.7M
Flputnam Investment Management Co. 0.05% Reduce -15.0% 14,751 $2.7M
HBW Advisory Services LLC 0.39% Reduce -5.5% 14,662 $2.7M
Glenmede Trust Co. NA 0.01% No change 14,643 $2.7M
Family CFO Inc 1.48% No change 14,398 $2.6M
Dynamic Advisor Solutions LLC 0.08% Reduce -13.6% 14,295 $2.6M
Argent Trust Co 0.11% Reduce -0.5% 14,211 $2.6M
Telos Capital Management, Inc. 0.27% Add +0.3% 14,021 $2.6M
Financial Engines Advisors L.L.C. 0.01% Reduce -3.2% 13,179 $2.4M
Concurrent Investment Advisors, LLC 0.07% Add +0.3% 13,105 $2.4M
Facet Wealth, Inc. 0.07% Add +21.3% 12,833 $2.4M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +1.6% 12,949 $2.4M
Trust Point Inc. 0.18% No change 12,826 $2.3M
Flagship Private Wealth, LLC 1.20% Reduce -13.3% 12,810 $2.3M
Coastline Trust Co 0.27% No change 12,715 $2.3M
Arq Wealth Advisors, LLC 0.87% Reduce -0.5% 12,814 $2.3M
Northern Trust Corp. 0.00% Reduce -14.3% 12,549 $2.3M
Quadrant Capital Group LLC 0.16% Reduce -0.4% 12,537 $2.3M
FSB Premier Wealth Management, Inc. 0.93% Reduce -12.1% 12,497 $2.3M
Larson Financial Group LLC 0.13% Add +6.4% 12,313 $2.2M
Curbstone Financial Management Corp 0.48% Reduce -2.4% 12,270 $2.2M
Synovus Financial Corp. 0.03% Add +99.8% 12,092 $2.2M
Hills Bank & Trust Co 0.17% Add +3.5% 12,048 $2.2M
TFB Advisors LLC 0.65% Reduce -2.8% 11,949 $2.2M
Geneos Wealth Management Inc. 0.08% Reduce -26.6% 11,907 $2.2M
Sanctuary Advisors, LLC 0.01% Add +39.3% 10,477 $2.1M
Pacific Center for Financial Services 0.56% Add +0.0% 11,634 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.7% 11,449 $2.1M
Fee-Only Financial Planning, L.C. 1.32% Add +0.1% 11,307 $2.1M
Patriot Investment Management Group, Inc. 0.15% Add +1.2% 11,028 $2.0M
Tocqueville Asset Management L.P. 0.03% No change 10,910 $2.0M
SeaCrest Wealth Management, LLC 0.21% Add +4.7% 10,865 $2.0M
Wealth Advisory Solutions, LLC 0.54% Reduce -0.6% 10,782 $2.0M
SignalPoint Asset Management, LLC 0.46% Add +34.6% 10,737 $2.0M
First Horizon Advisors, Inc. 0.05% Reduce -2.7% 10,702 $1.9M
LaSalle St. Investment Advisors, LLC 0.77% Add +2.2% 10,699 $1.9M
Acorn Financial Advisory Services Inc. 0.34% Add +1.0% 10,573 $1.9M
Wedmont Private Capital 0.11% Add +8.3% 10,638 $1.9M
Traphagen Investment Advisors LLC 0.19% Add +1.5% 10,389 $1.9M
TFC Financial Management, Inc. 0.30% Add +0.1% 10,381 $1.9M
Prosperity Consulting Group, LLC 0.14% Reduce -18.0% 9,916 $1.8M
Deutsche Bank AG 0.00% New 9,908 $1.8M
Avalon Trust Co 0.13% No change 9,868 $1.8M
Brown Brothers Harriman & Co. 0.01% Add +0.4% 9,798 $1.8M
Kestra Private Wealth Services, LLC 0.03% Reduce -21.0% 9,753 $1.8M
Phillips Financial Management, LLC 0.14% Reduce -2.7% 9,752 $1.8M
Kingfisher Capital LLC 0.40% No change 9,473 $1.7M
Zhang Financial LLC 0.11% Reduce -12.0% 9,417 $1.7M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -8.4% 9,461 $1.7M
Tiaa Trust, National Association 0.00% Reduce -5.7% 9,059 $1.6M
Keybank National Association 0.01% Reduce -0.7% 8,882 $1.6M
Bluesphere Advisors LLC 0.80% Reduce -13.5% 8,851 $1.6M
Tradition Wealth Management, LLC 0.14% Add +0.1% 8,714 $1.6M
Susquehanna International Group, LLP 0.00% New 8,684 $1.6M
NorthCoast Asset Management LLC 0.01% Add +152.8% 14,735 $1.6M
KWB Wealth 0.20% No change 9,126 $1.5M
TruWealth Advisors, LLC 0.09% Reduce -3.8% 8,397 $1.5M
Harbor Investment Advisory, LLC 0.15% Reduce -0.8% 8,332 $1.5M
Hunter Associates Investment Management LLC 0.23% Reduce -2.6% 8,249 $1.5M
Wilmington Savings Fund Society, FSB 0.03% New 8,154 $1.5M
Aua Capital Management, LLC 0.83% Reduce -0.7% 7,852 $1.4M
Peoples Financial Services Corp. 0.65% Reduce -6.7% 7,838 $1.4M
Howard Wealth Management, LLC 0.83% Reduce -3.0% 7,829 $1.4M
Qube Research & Technologies Ltd 0.00% Add +25.9% 7,655 $1.4M
Global Strategic Investment Solutions, LLC 0.16% Add +0.1% 7,603 $1.4M
Pinnacle Wealth Management Advisory Group, LLC 0.13% No change 7,500 $1.4M
Kohmann Bosshard Financial Services, LLC 0.17% No change 7,482 $1.4M
Cascade Financial Partners, LLC 0.17% Reduce -0.8% 7,364 $1.4M
Choreo, LLC 0.02% Reduce -3.9% 7,526 $1.4M
Horizon Kinetics Asset Management LLC 0.02% Add +43.9% 7,332 $1.3M
UMB Bank, n.a. 0.02% Reduce -12.8% 7,318 $1.3M
Jacobi Capital Management LLC 0.10% Reduce -1.7% 7,276 $1.3M
CW Advisors, LLC 0.02% New 7,275 $1.3M
Whittier Trust Co. of Nevada Inc. 0.03% Reduce -0.8% 7,255 $1.3M
Stablepoint Partners, LLC 0.23% No change 6,966 $1.3M
Pinnacle Associates Ltd. 0.02% No change 7,550 $1.2M
Bank of Hawaii 0.05% No change 6,820 $1.2M
Jane Street Group, LLC 0.00% New 6,819 $1.2M
GSG Advisors LLC 0.41% Add +0.5% 6,889 $1.2M
Sage Rhino Capital LLC 0.27% Add +51.2% 6,790 $1.2M
Atlanta Consulting Group Advisors, LLC 0.30% Reduce -50.0% 6,711 $1.2M
FF Advisors,LLC 0.79% No change 6,570 $1.2M
Wooster Corthell Wealth Management, Inc. 0.26% Reduce -0.3% 6,653 $1.2M
Graypoint LLC 0.08% No change 6,650 $1.2M
HB Wealth Management, LLC 0.01% Reduce -3.2% 6,595 $1.2M
Destiny Wealth Partners, LLC 0.21% No change 6,583 $1.2M
SpiderRock Advisors, LLC 0.03% Add +22.7% 6,502 $1.2M
Bank of Montreal 0.00% Add +26.9% 6,497 $1.2M
Betterment LLC 0.00% Reduce -4.0% 6,406 $1.2M
Worth Financial Advisory Group, LLC 0.67% Reduce -0.9% 6,299 $1.1M
Aveo Capital Partners, LLC 0.12% Add +9.7% 6,279 $1.1M
Grant Street Asset Management, Inc. 0.33% Add +0.5% 6,226 $1.1M
FSA Advisors, Inc. 1.13% Reduce -6.4% 6,257 $1.1M
Koshinski Asset Management, Inc. 0.10% Reduce -1.5% 6,212 $1.1M
Hollencrest Capital Management 0.05% Add +0.3% 6,184 $1.1M
Park National Corp. 0.04% No change 6,175 $1.1M
Independent Financial Group, LLC 0.04% Reduce -5.7% 6,145 $1.1M
McClarren Financial Advisors, Inc. 0.14% Add +79.7% 5,763 $1.1M
Centerpoint Advisors, LLC 0.39% Reduce -2.4% 6,104 $1.1M
Blue Chip Partners, LLC 0.10% Reduce -2.4% 6,016 $1.1M
Stokes Family Office, LLC 0.12% No change 6,000 $1.1M
Mathes Company, Inc. 0.39% No change 5,950 $1.1M
NewEdge Wealth, LLC 0.02% Add +14.3% 5,948 $1.1M
Bull Street Advisors, LLC 0.50% Reduce -5.7% 5,930 $1.1M
Prio Wealth Limited Partnership 0.03% No change 5,909 $1.1M
Centaurus Financial, Inc. 0.07% Reduce -12.2% 5,641 $1.0M
Washington Trust Bank 0.10% No change 5,634 $1.0M
StoneX Group Inc. 0.07% Reduce -3.9% 5,571 $1.0M
Woodmont Investment Counsel LLC 0.08% No change 5,485 $998K
Advance Capital Management, Inc. 0.04% Reduce -1.1% 5,429 $988K
Westfuller Advisors, LLC 0.71% — 5,407 $987K
Selective Wealth Management, Inc. 0.41% Add +34.9% 5,456 $986K
Roble, Belko & Company, Inc 0.15% No change 5,320 $968K
Adero Partners, LLC 0.06% Add +18.4% 5,311 $967K
AQR Capital Management 0.00% Add +51.8% 5,277 $960K
Prospera Financial Services Inc 0.02% Add +8.5% 5,260 $957K
Harfst & Associates, Inc. 0.21% Reduce -0.9% 5,237 $953K
Ascent Group, LLC 0.07% Reduce -3.3% 5,140 $935K
SouthState Bank Corp 0.06% Reduce -2.8% 5,050 $919K
PGIM Custom Harvest LLC 0.02% No change 4,926 $896K
Sigma Planning Corp 0.03% Add +3.3% 4,888 $890K
Stephens Inc. 0.01% Add +15.8% 4,844 $882K
Bank of Marin 0.71% Add +4.5% 4,824 $878K
F/m Investments LLC 0.03% No change 4,818 $877K
Meridian Wealth Management, LLC 0.04% New 4,814 $876K
Successful Portfolios LLC 0.59% Add +9.5% 4,813 $876K
Concourse Financial Group Securities, Inc. 0.05% Reduce -0.2% 4,779 $872K
Equitable Holdings, Inc. 0.01% Add +17.3% 4,790 $872K
Neuberger Berman Group LLC 0.00% No change 4,780 $870K
Mesirow Financial Investment Management, Inc. 0.02% Add +119.5% 4,766 $868K
BCR Wealth Strategies, LLC 0.41% No change 4,750 $864K
Precedent Wealth Partners, LLC 0.28% Reduce -0.2% 4,723 $860K
Focus Financial Network, Inc. 0.04% Reduce -4.2% 4,707 $859K
Secure Asset Management, LLC 0.14% No change 4,714 $858K
Advisors Capital Management, LLC 0.01% Add +6.3% 4,705 $856K
Stephens Consulting, LLC 0.22% Reduce -0.2% 4,676 $851K
Petix & Botte Co 0.23% Add +0.1% 4,654 $847K
Confluence Wealth Services, Inc. 0.06% Add +0.0% 4,636 $844K
Leonard Rickey Investment Advisors P.L.L.C. 0.19% Add +0.5% 4,633 $843K
Bleakley Financial Group, LLC 0.03% Add +8.1% 4,624 $841K
L.M. Kohn & Company 0.21% Add +10.1% 4,621 $841K
Cresset Asset Management, LLC 0.00% Reduce -0.7% 4,608 $841K
Sage Mountain Advisors LLC 0.07% No change 4,583 $834K
HTLF Bank 0.09% No change 4,523 $823K
Tanager Wealth Management LLP 0.11% No change 4,495 $820K
BlackRock, Inc. 0.00% — 4,472 $814K
Advisory Services Network, LLC 0.02% No change 4,744 $801K
First County Bank 0.39% Reduce -25.2% 4,389 $799K
First City Capital Management, Inc. 0.41% No change 4,387 $798K
Golden Road Advisors LLC 0.62% Add +35.4% 4,370 $795K
Aries Wealth Management 0.22% New 4,369 $795K
ORG Partners LLC 0.13% Reduce -12.3% 4,338 $790K
Regions Financial Corp. 0.01% Reduce -2.5% 4,306 $784K
Center For Asset Management LLC 0.46% Add +19.6% 4,260 $775K
Whittier Trust Co. 0.01% Reduce -3.8% 4,257 $775K
Red Mountain Financial, LLC 0.82% Reduce -1.8% 4,245 $773K
Wealthcare Advisory Partners LLC 0.02% Reduce -4.5% 4,227 $769K
Crewe Advisors LLC 0.09% No change 4,207 $766K
Objective Capital Management, LLC 0.45% — 4,175 $760K
Jupiter Wealth Management LLC 0.39% New 4,167 $758K
SC&H Financial Advisors, Inc. 0.17% Add +0.3% 4,163 $758K
Meridian Wealth Partners, LLC 0.12% No change 4,162 $757K
DGS Capital Management, LLC 0.21% Add +9.4% 4,162 $757K
Brighton Jones LLC 0.03% Add +1.3% 4,102 $747K
Syverson Strege & Co 0.25% No change 4,079 $742K
Tradewinds, LLC. 0.23% Add +1.4% 4,073 $741K
Capital Investment Advisory Services, LLC 0.07% Add +30.6% 4,059 $739K
Reston Wealth Management LLC 0.27% Add +0.3% 4,029 $733K
Kovack Advisors, Inc. 0.08% Reduce -7.0% 3,975 $723K
Total Clarity Wealth Management, Inc. 0.23% Reduce -2.3% 3,855 $702K
Atticus Wealth Management, LLC 0.22% Add +0.3% 3,840 $699K
Beaumont Financial Advisors, LLC 0.05% Reduce -2.3% 3,797 $691K
PFG Advisors 0.04% Reduce -16.2% 3,786 $689K
Silver Oak Securities, Incorporated 0.07% Reduce -3.6% 3,729 $678K
Great Valley Advisor Group, Inc. 0.02% Add +43.7% 3,705 $674K
Financial Counselors Inc. 0.01% Add +102.0% 3,702 $674K
Aspiriant, LLC 0.03% Reduce -0.3% 3,680 $670K
Manchester Capital Management LLC 0.08% Reduce -20.4% 3,671 $668K
Wealthstream Advisors, Inc. 0.12% No change 3,671 $668K
New Century Financial Group, LLC 0.24% Add +22.8% 3,666 $667K
Integrated Wealth Concepts LLC 0.01% Reduce -0.0% 3,664 $667K
HUB Investment Partners, LLC 0.03% Add +0.0% 3,660 $666K
L. Roy Papp & Associates, LLP 0.08% No change 3,620 $659K
Sunflower Bank, N.A. 0.18% Reduce -5.6% 3,605 $656K
Mason Investment Advisory Services, Inc. 0.04% Reduce -8.0% 3,598 $655K
Bouchey Financial Group, Ltd. 0.06% Reduce -0.5% 3,561 $650K
Traveka Wealth, LLC 0.33% No change 3,535 $643K
Northwest Capital Management Inc 0.23% No change 3,508 $639K
Diversify Advisory Services, LLC 0.03% Add +3.9% 3,443 $636K
Forum Financial Management, LP 0.01% Add +1.8% 3,494 $636K
Venture Visionary Partners LLC 0.03% No change 3,473 $632K
LPWM LLC 0.20% No change 3,493 $626K
Texas Yale Capital Corp. 0.03% No change 3,365 $612K
Joel Isaacson & Co., LLC 0.03% No change 3,363 $612K
New Wave Wealth Advisors LLC 0.28% Add +51.4% 3,350 $610K
Heritage Oak Wealth Advisors LLC 0.28% New 3,350 $610K
Creekside Partners 0.31% Add +0.3% 3,347 $609K
Sage Capital Advisors,llc 0.16% Reduce -0.2% 3,334 $607K
Inscription Capital, LLC 0.09% Reduce -12.1% 3,331 $606K
Caprock Group, LLC 0.02% No change 3,309 $604K
CGN Advisors LLC 0.06% Add +10.2% 3,317 $604K
D. E. Shaw & Co. 0.00% Reduce -92.1% 3,303 $601K
Lake Street Private Wealth, LLC 0.10% Add +18.8% 3,287 $598K
Brookstone Capital Management 0.01% New 3,274 $596K
Advisory Alpha, LLC 0.02% Add +84.3% 3,243 $590K
RPG Investment Advisory, LLC 0.08% Add +7.5% 3,167 $576K
Money Concepts Capital Corp. 0.04% Reduce -4.1% 3,164 $576K
Montecito Bank & Trust 0.10% Reduce -3.3% 3,155 $574K
King Wealth Management Group 0.09% Add +0.2% 3,126 $569K
Bogart Wealth, LLC 0.03% Add +6.5% 3,087 $562K
Private Management Group Inc. 0.02% No change 3,062 $557K
Wealthspire Retirement, LLC 0.05% Add +0.0% 3,059 $557K
TrinityPoint Wealth, LLC 0.08% Add +13.5% 3,046 $554K
Fiduciary Trust Co 0.01% No change 3,043 $554K
Newton One Investments LLC 0.22% Reduce -0.1% 3,021 $550K
Redwood Investment Management, LLC 0.05% Add +0.2% 3,006 $547K
Schmidt P J Investment Management Inc. 0.09% No change 3,000 $546K
Narwhal Capital Management 0.05% Reduce -0.0% 2,980 $542K
ARS Investment Partners, LLC 0.05% No change 2,975 $541K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -2.6% 2,908 $529K
Essex Financial Services, Inc. 0.04% No change 2,862 $529K
First Merchants Corp. 0.02% No change 2,897 $527K
Harbour Investments, Inc. 0.02% Add +92.7% 2,886 $525K
Robertson Stephens Wealth Management, LLC 0.02% Add +55.6% 2,878 $525K
Nixon Peabody Trust Co. 0.04% Reduce -1.2% 2,865 $521K
Quantinno Capital Management LP 0.01% New 2,862 $521K
First Heartland Consultants, Inc. 0.06% Reduce -0.1% 2,860 $520K
Eaton Financial Holdings Company, LLC 0.21% — 2,848 $518K
Hutchens & Kramer Investment Management Group, LLC 0.28% Reduce -15.9% 2,851 $513K
Alpha Omega Wealth Management LLC 0.09% No change 2,813 $512K
Flagship Harbor Advisors, LLC 0.03% Add +5.4% 2,793 $508K
Manhattan West Asset Management, LLC 0.13% No change 2,781 $506K
Evermay Wealth Management LLC 0.08% Reduce -2.8% 2,770 $505K
Ieq Capital, LLC 0.01% New 2,769 $504K
Wedbush Securities Inc. 0.02% Reduce -5.3% 2,764 $503K
Conrad Siegel Investment Advisors, Inc. 0.14% Add +0.1% 2,756 $502K
Sweet Financial Partners, LLC 0.11% No change 2,750 $500K
Elios Financial Group Inc. 0.23% — 2,750 $500K
LongView Wealth Management 0.16% No change 2,747 $500K
Wealth Architects, LLC 0.06% No change 2,742 $499K
Ausdal Financial Partners, Inc. 0.05% Reduce -0.7% 2,742 $499K
Lighthouse Investment Partners, LLC 0.03% New 2,740 $499K
BSW Wealth Partners 0.07% Add +22.6% 2,726 $496K
Richardson Financial Services Inc. 0.31% Add +57.2% 2,850 $495K
Castleview Partners, LLC 0.28% Reduce -49.8% 2,713 $494K
Choate Investment Advisors 0.01% No change 2,676 $487K
&partners 0.01% Add +80.9% 2,661 $484K
Ballast, Inc. 0.14% Add +0.1% 2,629 $478K
Olistico Wealth, LLC 0.29% Reduce -21.9% 2,580 $470K
Verum Partners LLC 0.14% Add +0.3% 2,564 $467K
Journey Strategic Wealth LLC 0.02% New 2,534 $461K
LM Advisors LLC 0.09% Reduce -5.7% 2,689 $460K
Lanark Financial, Inc. 0.04% Reduce -3.8% 2,523 $459K
Forthright Family Wealth Advisory LLC 0.29% Reduce -2.8% 2,182 $449K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +3.5% 2,453 $446K
AE Wealth Management LLC 0.00% Reduce -5.5% 2,443 $445K
Global Retirement Partners, LLC 0.01% Reduce -30.0% 2,417 $440K
Willis Johnson & Associates, Inc. 0.03% Add +0.3% 2,410 $439K
Etesian Wealth Advisors, Inc. 0.20% New 2,398 $436K
Palo Alto Wealth Advisors, LLC 0.18% Add +0.6% 2,348 $436K
CreativeOne Wealth, LLC 0.01% Add +26.1% 2,379 $433K
Moneco Advisors, LLC 0.05% Reduce -4.0% 2,379 $433K
Rathbones Group PLC 0.00% No change 2,370 $431K
Perigon Wealth Management, LLC 0.01% Add +0.6% 2,370 $431K
Boston Financial Mangement LLC 0.01% No change 2,367 $431K
Northwest Investment Counselors, LLC 0.10% Reduce -4.1% 2,359 $429K
Legacy Edge Advisors, LLC 0.07% No change 2,343 $426K
Clarity Capital Advisors, LLC 0.31% Add +0.3% 2,337 $425K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.2% 2,271 $422K
EverSource Wealth Advisors, LLC 0.03% Reduce -7.7% 2,316 $421K
Farther Finance Advisors, LLC 0.02% Add +162.4% 2,309 $420K
Capital Advisors Wealth Management, LLC 0.08% Add +7.6% 2,303 $419K
Northstar Group, Inc. 0.08% Reduce -1.1% 2,300 $419K
Sigma Investment Counselors Inc. 0.02% No change 2,300 $419K
Crescent Grove Advisors, LLC 0.04% No change 2,288 $418K
Modera Wealth Management, LLC 0.01% Add +25.9% 2,290 $417K
Hanover Advisors Inc. 0.17% Reduce -2.6% 2,283 $415K
Johnson Investment Counsel Inc. 0.00% Add +16.3% 2,266 $412K
Csenge Advisory Group 0.02% Reduce -3.9% 2,221 $410K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 2,228 $405K
Howard Financial Services, LTD. 0.06% Add +0.3% 2,216 $403K
Commerce Bank 0.00% Reduce -1.6% 2,205 $401K
AMG National Trust Bank 0.01% Reduce -63.1% 2,201 $401K
Archer Investment Corp 0.11% Add +48.6% 2,200 $400K
Merriman Wealth Management, LLC 0.02% Reduce -93.7% 2,173 $396K
Signaturefd, LLC 0.01% No change 2,171 $395K
Strategic Wealth Partners, Ltd. 0.04% Add +36.4% 2,153 $392K
Baker Boyer National Bank 0.13% No change 2,143 $390K
Sandbox Financial Partners, LLC 0.14% Add +0.1% 2,132 $388K
Evoke Wealth, LLC 0.01% New 2,123 $387K
Cutler Investment Counsel LLC 0.05% No change 2,122 $387K
Rodgers & Associates, LTD 0.05% Reduce -8.8% 2,119 $386K
Truefg, LLC 0.13% Add +32.0% 2,118 $385K
Next Level Private LLC 0.16% No change 2,109 $384K
Chesley Taft & Associates LLC 0.02% Add +1.4% 2,105 $383K
Cannell & Spears LLC 0.01% No change 2,100 $382K
Western Wealth Management, LLC 0.02% Reduce -3.4% 2,095 $381K
MKT Advisors LLC 0.18% Add +0.1% 2,105 $379K
Beacon Financial Advisory LLC 0.13% Reduce -3.4% 2,079 $378K
LGL Partners, LLC 0.05% Add +10.0% 2,074 $377K
Parallel Advisors, LLC 0.01% Add +247.9% 2,039 $371K
Spinnaker Trust 0.02% Reduce -1.0% 2,035 $370K
Bath Savings Trust Co 0.04% Reduce -2.2% 2,029 $369K
SYM FINANCIAL Corp 0.05% No change 2,013 $366K
Garde Capital, Inc. 0.02% No change 2,000 $364K
Walkner Condon Financial Advisors LLC 0.07% No change 1,993 $363K
M3 Advisory Group, LLC 0.26% Reduce -22.5% 1,974 $359K
Howland Capital Management LLC 0.02% Reduce -18.2% 1,960 $358K
Evercore Wealth Management, LLC 0.01% No change 1,956 $356K
Childress Capital Advisors, LLC 0.10% No change 1,948 $355K
Keystone Financial Group 0.05% New 1,947 $354K
Invictus Private Wealth, LLC 0.03% Reduce -3.1% 1,942 $353K
Truepoint, Inc. 0.01% No change 1,919 $349K
Private Trust Co. NA 0.04% Add +1.6% 1,918 $349K
Austin Private Wealth, LLC 0.03% Add +0.2% 1,917 $349K
Cozad Asset Management Inc. 0.03% No change 1,900 $346K
Eagle Strategies LLC 0.06% Add +1.3% 1,896 $345K
Prepared Retirement Institute LLC 0.21% Add +4.2% 1,877 $342K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +0.9% 1,873 $341K
Cedar Mountain Advisors, LLC 0.08% New 1,859 $338K
Bedel Financial Consulting, Inc. 0.05% No change 1,857 $338K
Moors & Cabot, Inc. 0.02% Add +0.7% 1,855 $338K
Root Financial Partners, LLC 0.05% New 1,854 $337K
New Perspectives, Inc 0.18% Reduce -0.1% 1,830 $333K
Compound Planning, Inc. 0.02% Add +29.3% 1,827 $332K
Heritage Family Offices, LLP 0.17% No change 1,818 $331K
Saxon Interests, Inc. 0.15% Reduce -0.6% 1,812 $330K
Castle Rock Wealth Management, LLC 0.08% Add +0.3% 1,821 $329K
Teamwork Financial Advisors, LLC 0.05% Reduce -0.3% 1,800 $328K
Badgley Phelps Wealth Managers, LLC 0.01% No change 1,775 $324K
Vista Capital Partners, Inc. 0.04% Add +27.6% 1,779 $324K
Milestone Investment Advisors LLC 0.09% No change 1,758 $320K
Associated Banc-Corp 0.01% Add +0.3% 1,750 $318K
Aptus Capital Advisors, LLC 0.00% Add +134.6% 1,741 $317K
Parkside Advisors LLC 0.08% Reduce -19.3% 1,734 $316K
Mayflower Financial Advisors, LLC 0.05% No change 1,732 $315K
Laurel Wealth Advisors LLC 0.05% No change 1,725 $314K
GW&K Investment Management, LLC 0.00% Reduce -45.2% 1,718 $313K
Mill Creek Capital Advisors, LLC 0.01% No change 1,718 $313K
Enclave Advisors LLC 0.05% — 1,703 $310K
Mitchell Sinkler & Starr 0.08% No change 1,700 $309K
Focus Partners Advisor Solutions, LLC 0.01% Add +0.2% 1,690 $308K
Heritage Wealth Management, Inc. 0.10% No change 1,690 $308K
Aspire Wealth Management Corp 0.16% Reduce -6.7% 1,682 $306K
Bryant Woods Investment Advisors, LLC 0.16% Reduce -12.5% 1,680 $306K
Unconventional Investor, LLC 0.19% Add +0.1% 1,676 $305K
Mirador Capital Partners LP 0.05% Add +0.1% 1,674 $305K
Annis Gardner Whiting Capital Advisors, LLC 0.08% No change 1,639 $299K
Belpointe Asset Management LLC 0.02% Add +3.0% 1,632 $297K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -5.7% 1,628 $296K
Quadcap Wealth Management, LLC 0.05% No change 1,625 $296K
Quad-Cities Investment Group, LLC 0.15% Add +3.2% 1,624 $296K
RMR Wealth Builders 0.03% Reduce -14.8% 1,617 $295K
Retirement Income Solutions, Inc. 0.07% No change 1,606 $292K
Freestone Capital Holdings, LLC 0.01% New 1,590 $289K
Glenview Trust Co 0.01% No change 1,583 $288K
Advus Financial Partners, LLC 0.08% Reduce -14.4% 1,581 $288K
Leo Wealth, LLC 0.03% No change 1,579 $287K
Mirae Asset Global Investments Co., Ltd. 0.00% New 1,570 $285K
Cassaday & Co Wealth Management LLC 0.01% Reduce -32.5% 1,568 $285K
Rwa Wealth Partners, LLC 0.00% No change 1,568 $285K
Intelligent Financial Strategies 0.16% Add +0.3% 1,562 $285K
Trek Financial, LLC 0.02% No change 1,566 $285K
Capital Investment Advisors, LLC 0.01% No change 1,565 $285K
Strategic Family Wealth Counselors, L.L.C. 0.10% Reduce -1.7% 1,561 $284K
Park Avenue Securities LLC 0.00% Reduce -3.2% 1,560 $284K
Fortress Wealth Management, Inc. 0.14% No change 1,558 $284K
MCF Advisors LLC 0.02% No change 1,550 $282K
Westmount Partners, LLC 0.08% No change 1,549 $282K
Marshall Wace, LLP 0.00% New 1,547 $282K
Ocean Park Asset Management, LLC 0.01% No change 1,538 $280K
Accurate Wealth Management, LLC 0.06% New 1,507 $280K
Wela Strategies, Inc. 0.12% Reduce -38.2% 1,535 $279K
Global Assets Advisory, LLC 0.15% New 1,550 $279K
Ruggaard & Associates LLC 0.12% Reduce -2.1% 1,519 $276K
Kingsview Wealth Management, LLC 0.01% Reduce -3.6% 1,517 $276K
Goodman Financial Corp 0.06% No change 1,513 $275K
Evanson Asset Management, LLC 0.02% No change 1,512 $275K
Clearstead Trust, LLC 0.07% No change 1,508 $274K
First Nebraska Trust Co 0.03% No change 1,504 $274K
Lodestar Private Asset Management LLC 0.03% Reduce -2.1% 1,503 $274K
FineMark National Bank & Trust 0.01% Reduce -43.7% 1,496 $272K
Biltmore Family Office, LLC 0.05% No change 1,492 $272K
NCM Capital Management, LLC 0.13% No change 1,487 $271K
Lokken Investment Group LLC 0.11% No change 1,485 $270K
Park Edge Advisors, LLC 0.08% Add +0.2% 1,472 $268K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -1.0% 1,469 $267K
17 Capital Partners, LLC 0.17% New 1,462 $266K
Townsquare Capital LLC 0.00% Reduce -19.1% 1,450 $264K
Fisher Asset Management 0.00% Add +8.9% 1,419 $258K
World Equity Group, Inc. 0.09% New 1,419 $258K
Paragon Private Wealth Management, LLC 0.13% Add +4.4% 1,411 $257K
Shakespeare Wealth Management, LLC 0.07% No change 1,408 $256K
Intrua Financial, LLC 0.04% No change 1,394 $254K
Lantern Wealth Advisors, LLC 0.18% No change 1,392 $253K
Berger Financial Group, Inc 0.02% No change 1,383 $252K
GYL Financial Synergies, LLC 0.02% No change 1,381 $251K
Houlihan Financial Resource Group, Ltd. 0.10% New 1,370 $249K
Personal Cfo Solutions, LLC 0.03% Reduce -3.5% 1,338 $244K
Davis Investment Partners, LLC 0.10% No change 1,332 $240K
Simplicity Wealth,LLC 0.02% Reduce -76.6% 1,306 $238K
Fort Sheridan Advisors LLC 0.04% Reduce -3.6% 1,302 $237K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -9.0% 1,301 $237K
Passive Capital Management, LLC. 0.08% No change 1,295 $236K
Broadview Financial Management, LLC 0.16% Add +0.3% 1,294 $236K
Claro Advisors Inc. 0.03% New 1,294 $235K
Fiera Capital Corp 0.00% No change 1,292 $235K
Wealth Dimensions Group, Ltd. 0.06% Add +0.2% 1,291 $235K
Auour Investments LLC 0.08% No change 1,256 $233K
MPS Loria Financial Planners, LLC 0.07% No change 1,280 $233K
Custos Family Office, LLC 0.08% Add +0.3% 1,269 $231K
Arkadios Wealth Advisors 0.01% No change 1,266 $230K
Halter Ferguson Financial Inc. 0.13% New 1,264 $230K
Ellsworth Advisors, LLC 0.06% Add +0.2% 1,255 $228K
Thompson Davis & Co., Inc. 0.17% No change 1,251 $228K
Mosaic Family Wealth Partners, LLC 0.03% Add +4.7% 1,250 $227K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,250 $227K
Benjamin Edwards Inc. 0.00% New 1,247 $227K
Foundations Investment Advisors, LLC 0.00% Reduce -3.1% 1,241 $226K
NBT Bank, N.A. 0.01% No change 1,226 $223K
Sentinel Pension Advisors, LLC 0.04% Add +1.6% 1,216 $221K
Greenleaf Trust 0.00% Reduce -1.4% 1,213 $221K
Trexquant Investment LP 0.00% Reduce -31.5% 1,209 $220K
Basso Capital Management, L.P. 0.20% Reduce -46.8% 1,198 $218K
EPIQ Capital Group, LLC 0.06% Add +0.3% 1,191 $217K
Vance Wealth, LLC 0.08% No change 1,189 $216K
USAdvisors Wealth Management, LLC 0.08% No change 1,189 $216K
Allegheny Financial Group 0.05% New 1,182 $215K
Stratos Investment Management, LLC 0.01% Reduce -8.6% 1,178 $214K
Pegasus Partners Ltd. 0.02% Reduce -12.7% 1,169 $213K
Busey Bank 0.01% Reduce -33.9% 1,169 $213K
Nicholas Hoffman & Company, LLC. 0.01% New 1,166 $212K
Rockwood Wealth Management, LLC 0.02% New 1,165 $212K
Stratos Wealth Advisors, LLC 0.01% Reduce -5.1% 1,157 $211K
Trust Co. of Vermont 0.01% Reduce -1.9% 1,153 $210K
Sheaff Brock Investment Advisors, LLC 0.02% New 1,147 $209K
Interchange Capital Partners, LLC 0.07% Reduce -7.9% 1,144 $208K
Trivium Point Advisory, LLC 0.03% New 1,031 $204K
NWF Advisory Services Inc. 0.03% New 1,120 $204K
Visionary Wealth Advisors 0.01% New 1,119 $204K
M&T Bank Corp 0.00% New 1,115 $203K
Plan Group Financial, LLC 0.11% Reduce -26.6% 1,104 $201K
Foster Dykema Cabot & Partners, LLC 0.02% New 1,100 $201K
Retirement Planning Co of New England, Inc. 0.10% Reduce -15.5% 1,099 $200K
Realta Investment Advisors 0.09% Reduce -24.7% 1,062 $197K
Colonial Trust Advisors 0.02% New 1,066 $194K
Ridgewood Investments LLC 0.10% No change 1,065 $194K
Sugarloaf Wealth Management, LLC 0.03% Reduce -2.9% 1,060 $193K
Union Savings Bank 0.09% No change 1,039 $189K
Glen Eagle Advisors, LLC 0.03% No change 1,020 $186K
Birchbrook, Inc. 0.10% No change 1,000 $182K
Creative Financial Designs Inc. 0.02% Add +409.3% 983 $179K
Trifecta Capital Advisors, LLC 0.04% No change 943 $172K
Wintrust Investments LLC 0.12% Reduce -90.0% 901 $164K
S.A. Mason LLC 0.09% No change 900 $164K
FNY Investment Advisers, LLC 0.08% New 900 $163K
Tortoise Investment Management, LLC 0.02% No change 885 $161K
Franklin Resources Inc. 0.00% No change 790 $147K
CVA Family Office, LLC 0.02% Add +0.1% 769 $140K
IFP Advisors, Inc 0.00% Reduce -30.0% 712 $129K
Fairman Group, LLC 0.12% Add +0.3% 699 $128K
Bokf, NA 0.00% No change 704 $126K
Householder Group Estate & Retirement Specialist, LLC 0.04% Add +1.9% 696 $126K
Glassman Wealth Services 0.02% No change 675 $123K
Acropolis Investment Management, LLC 0.01% Reduce -1.6% 656 $119K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -19.4% 643 $117K
Abound Wealth Management 0.04% No change 634 $115K
Asset Dedication, LLC 0.01% No change 608 $111K
Pinnacle Bancorp, Inc. 0.03% No change 606 $110K
CENTRAL TRUST Co 0.00% No change 595 $108K
Ascentis Wealth Management, LLC 0.04% — 575 $105K
Sandy Spring Bank 0.00% Reduce -10.8% 534 $97K
JNBA Financial Advisors 0.01% No change 504 $92K
Morton Brown Family Wealth, LLC 0.03% Add +5.0% 500 $91K
Russell Investments Group, Ltd. 0.00% Add +360.2% 497 $90K
Evolution Advisers, Inc. 0.05% No change 498 $90K
HHM Wealth Advisors, LLC 0.01% No change 483 $88K
GPS Wealth Strategies Group, LLC 0.01% Add +1.3% 480 $87K
Caldwell Trust Co 0.01% Add +11.7% 477 $87K
LRI Investments, LLC 0.01% No change 437 $86K
London Co. of Virginia 0.00% Reduce -52.1% 466 $85K
McIlrath & Eck, LLC 0.01% No change 464 $84K
Cornerstone Planning Group LLC 0.02% Reduce -29.4% 441 $82K
Tsfg, LLC 0.02% Reduce -10.1% 445 $81K
Addison Advisors LLC 0.02% No change 433 $79K
WealthCollab, LLC 0.05% No change 425 $77K
MeadowBrook Investment Advisors LLC 0.07% Add +55.8% 405 $74K
New England Capital Financial Advisors LLC 0.04% New 394 $72K
Northwest Financial Advisors 0.06% New 381 $69K
Resources Management Corp. /CT/ 0.01% New 360 $66K
Cassady Schiller Wealth Management, LLC 0.02% No change 354 $64K
Concord Wealth Partners 0.01% No change 335 $61K
Barrett & Company, Inc. 0.03% No change 320 $58K
Riverview Trust Co 0.05% No change 305 $56K
FAS Wealth Partners, Inc. 0.00% No change 303 $55K
BOK Financial Private Wealth, Inc. 0.00% No change 300 $55K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $55K
National Bank of Canada 0.00% No change 300 $55K
Dunhill Financial, LLC 0.03% No change 292 $53K
First Command Advisory Services, Inc. 0.00% Add +2283.3% 286 $52K
Avior Wealth Management, LLC 0.00% New 279 $51K
American National Bank & Trust 0.01% No change 276 $50K
First PREMIER Bank 0.01% No change 270 $49K
Planned Solutions, Inc. 0.02% New 267 $49K
Piscataqua Savings Bank 0.04% No change 265 $48K
Coston, McIsaac & Partners 0.01% No change 268 $48K
Oakworth Capital, Inc. 0.00% No change 263 $48K
Motco 0.00% No change 262 $48K
Avion Wealth 0.01% New 260 $47K
Cherry Tree Wealth Management, LLC 0.01% No change 251 $46K
Albion Financial Group 0.00% Reduce -27.5% 250 $45K
Brown, Lisle/Cummings, Inc. 0.01% No change 245 $45K
Washington Trust Advisors, Inc. 0.00% No change 245 $45K
Eagle Bay Advisors LLC 0.02% No change 231 $42K
Old Second National Bank of Aurora 0.01% Reduce -26.5% 219 $40K
Caitlin John, LLC 0.03% Reduce -19.9% 201 $40K
MilWealth Group LLC 0.01% No change 208 $38K
Smartleaf Asset Management LLC 0.00% Add +12.1% 204 $37K
Matrix Private Capital Group LLC 0.02% No change 200 $36K
Red Lighthouse Investment Management, LLC 0.01% No change 200 $36K
Cordgrass Capital Advisors, LLC 0.01% No change 200 $36K
Pacifica Partners Inc. 0.01% No change 200 $36K
Parkside Financial Bank & Trust 0.01% Reduce -2.0% 197 $36K
FSA Wealth Management LLC 0.01% — 196 $36K
West Branch Capital LLC 0.01% New 193 $35K
Cardiff Park Advisors, LLC 0.00% No change 192 $35K
Sound Income Strategies, LLC 0.00% Reduce -4.2% 184 $33K
City Holding Co. 0.00% No change 180 $33K
Bangor Savings Bank 0.00% Reduce -42.8% 174 $32K
Advanced Asset Management Advisors Inc 0.01% No change 185 $31K
Salem Investment Counselors Inc. 0.00% No change 171 $31K
Arlington Trust Co LLC 0.01% Add +993.3% 164 $30K
Western Pacific Wealth Management, LP 0.02% No change 150 $27K
St Germain D J Co. Inc. 0.00% No change 150 $27K
City State Bank 0.01% No change 146 $27K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.7% 140 $25K
WASHINGTON TRUST Co 0.00% No change 139 $25K
Raffa Wealth Management, LLC 0.01% Add +39.8% 130 $24K
Investors Research Corp 0.01% No change 130 $24K
Capital Analysts, LLC 0.00% Add +2.4% 128 $23K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 124 $23K
Beacon Capital Management, LLC 0.00% No change 124 $23K
AdvisorNet Financial, Inc 0.00% No change 123 $22K
Center for Financial Planning, Inc. 0.00% No change 122 $22K
MidAtlantic Capital Management, Inc. 0.02% No change 117 $21K
Robinswood Financial LLC 0.01% No change 116 $21K
M&R Capital Management Inc. 0.00% Reduce -7.6% 110 $20K
CoreCap Advisors, LLC 0.00% New 104 $19K
Pin Oak Investment Advisors Inc. 0.02% New 99 $18K
WealthShield Partners, LLC 0.00% No change 98 $18K
Coppell Advisory Solutions LLC 0.00% Reduce -65.0% 93 $17K
Vermillion & White Wealth Management Group, LLC 0.01% Reduce -30.8% 90 $16K
MassMutual Private Wealth & Trust, FSB 0.00% New 90 $16K
Perkins Coie Trust Co 0.00% New 86 $16K
Founders Financial Alliance, LLC 0.00% No change 82 $15K
Syntax Research, Inc. 0.01% New 78 $14K
Truvestments Capital LLC 0.00% New 74 $13K
Annapolis Financial Services, LLC 0.00% No change 72 $13K
Aspire Private Capital, LLC 0.00% No change 64 $12K
AllSquare Wealth Management LLC 0.01% No change 61 $11K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $11K
Sound Financial Strategies Group, LLC 0.01% No change 60 $11K
Cape Investment Advisory, Inc. 0.00% No change 60 $11K
Financial Connections Group, Inc. 0.00% No change 59 $10K
IAG Wealth Partners, LLC 0.00% No change 50 $9K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 45 $8K
Financial Perspectives, Inc 0.00% Add +207.1% 43 $8K
Financial Network Wealth Advisors LLC 0.00% New 26 $5K
BBJS Financial Advisors, LLC 0.00% No change 25 $5K
Wiser Advisor Group LLC 0.01% Reduce -4.2% 23 $4K
Montag A & Associates Inc. 0.00% New 20 $4K
Riggs Asset Managment Co. Inc. 0.00% No change 20 $4K
Legacy Investment Solutions, LLC 0.00% — 18 $4K
Legacy Wealth Managment, LLC 0.00% — 18 $4K
Arax Advisory Partners 0.00% No change 16 $3K
Independence Bank of Kentucky 0.00% New 14 $3K
Ashton Thomas Securities, LLC 0.00% New 12 $2K
SOA Wealth Advisors, LLC. 0.00% No change 10 $2K
Allspring Global Investments Holdings, LLC 0.00% Add +0.0% 9 $2K
Global Trust Asset Management, LLC 0.00% Reduce -96.2% 8 $1K
Highline Wealth Partners LLC 0.00% No change 7 $1K
EPG Wealth Management LLC 0.00% New 6 $1K
Central Pacific Bank - Trust Division 0.00% Reduce -57.1% 6 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 3 $1K
West Paces Advisors Inc. 0.00% New 5 $910
Tucker Asset Management LLC 0.00% No change 4 $728
Blue Bell Private Wealth Management, LLC 0.00% No change 3 $546

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