Vanguard Extended Market ETFVXFETF

13F holders, Q1 2025 (March 31)
868holders −33
60new positions
80sold out
7famous investors
$172.36avg. 13F price*

At the end of Q1 2025, 868 institutions reported holding Vanguard Extended Market ETF (VXF) in their 13F filings, down 33 from Q4 2024. 60 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($622.3M), Wealthfront Advisers LLC ($541.6M) and Envestnet Asset Management Inc. ($471.3M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions60$51.3M
Exits80$59.5M

All 13F filers, Q4 2024 → Q1 2025: 5,124,466 shares bought and 2,182,085 shares sold, net +2,942,381 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 868 holders

Morgan Stanley 0.04% Add +7.2% 3,612,488 $622.3M
Wealthfront Advisers LLC 1.45% Reduce -8.8% 3,143,888 $541.6M
Envestnet Asset Management Inc. 0.15% Reduce -6.8% 2,735,826 $471.3M
Royal Bank of Canada 0.08% Add +152.6% 2,081,104 $358.5M
Bank of America Corp. 0.03% Add +4.0% 1,675,688 $288.7M
Wealthspire Advisors, LLC 1.63% Add +103.0% 1,583,032 $272.7M
Citigroup Inc. 0.17% Add +13.6% 1,314,542 $226.4M
Fifth Third Bancorp 0.79% Add +3.5% 1,200,325 $206.8M
Assetmark, Inc. 0.56% Add +2.1% 1,182,430 $203.7M
US Bancorp \de 0.26% Reduce -1.1% 1,136,682 $195.8M
Vanguard Group Inc. 0.00% Add +14.8% 1,083,106 $186.6M
LPL Financial LLC 0.06% Add +1.9% 949,158 $163.5M
Focus Partners Wealth 0.37% Add +16.2% 862,526 $148.6M
Cerity Partners LLC 0.30% Add +12.7% 858,551 $147.9M
UBS Group AG 0.03% Add +16.8% 755,966 $130.2M
Goldman Sachs Group Inc. 0.02% Reduce -0.5% 755,422 $130.1M
Raymond James Financial Inc. 0.05% Add +5.0% 734,201 $126.5M
Envestnet Portfolio Solutions, Inc. 0.47% Reduce -19.0% 716,802 $123.5M
Plante Moran Financial Advisors, LLC 9.94% Add +23.0% 671,010 $115.6M
SigFig Wealth Management, LLC 3.67% Reduce -4.1% 586,476 $101.4M
SageView Advisory Group, LLC 4.21% Add +2.6% 572,845 $98.7M
Wells Fargo & Company 0.02% Add +1.9% 571,086 $98.4M
Stratos Wealth Partners, LTD. 1.36% Reduce -2.7% 513,098 $88.4M
Blue Trust, Inc. 1.09% Reduce -6.3% 491,712 $84.7M
Natixis Advisors, LLC 0.15% Add +101.9% 480,154 $82.7M
Creative Planning 0.08% Reduce -0.7% 479,297 $82.6M
Nepc LLC 2.10% Reduce -6.6% 441,206 $76.0M
Osaic Holdings, Inc. 0.17% Add +28.2% 433,558 $74.8M
Diversified Trust Co. 1.85% Reduce -0.1% 433,263 $74.6M
Cambridge Investment Research Advisors, Inc. 0.25% Reduce -24.1% 424,191 $73.1M
Northwestern Mutual Wealth Management Co. 0.06% Add +36.1% 414,427 $71.4M
Gleason Group, Inc. 12.79% Add +2.5% 411,004 $70.8M
TD Private Client Wealth LLC 1.89% Add +8.7% 397,338 $68.4M
Charter Oak Capital Management, LLC 5.83% Add +3.6% 368,806 $63.5M
Van Cleef Asset Management,Inc 6.86% Add +0.9% 352,034 $60.6M
Ameriprise Financial Inc. 0.02% Add +4.8% 341,008 $58.8M
BNP Paribas Financial Markets 0.04% Reduce -5.7% 289,792 $49.9M
Commonwealth Equity Services, LLC 0.07% Add +18.2% 269,547 $46.4M
Cetera Investment Advisers 0.09% Add +0.1% 265,700 $45.8M
Coldstream Capital Management Inc. 0.97% Add +4.4% 265,698 $45.8M
Alliancebernstein L.P. 0.02% Reduce -1.1% 255,597 $44.0M
Mariner, LLC 0.07% Reduce -0.1% 246,119 $42.4M
Legacy Private Trust Co. 2.84% Reduce -22.3% 239,534 $41.3M
Cobblestone Capital Advisors LLC 2.19% Add +1.0% 231,707 $39.9M
Voya Financial Advisors, Inc. 4.24% Add +3.1% 222,272 $38.4M
Mercer Global Advisors Inc. 0.08% Add +333.9% 198,902 $34.3M
GeoWealth Management, LLC 1.36% Add +3.9% 197,172 $34.0M
United Services Automobile Association 1.04% Add +31.3% 195,936 $33.8M
James J. Burns & Company, LLC 6.03% Reduce -0.1% 195,552 $33.7M
MML Investors Services, LLC 0.11% Add +2.7% 195,277 $33.6M
Act Wealth Management, LLC 14.52% Reduce -0.4% 186,239 $32.1M
Tenon Financial LLC 17.38% Add +8.8% 162,972 $28.1M
Lincoln National Corp. 0.90% Add +1.1% 162,637 $28.0M
Lido Advisors, LLC 0.16% Reduce -2.7% 158,297 $27.3M
Mayport, LLC 7.32% Add +11.4% 154,019 $26.5M
Rockefeller Capital Management L.P. 0.06% Reduce -0.4% 148,170 $25.5M
Mather Group, Llc. 0.29% Add +1.4% 146,754 $25.3M
Jones Financial Companies LLLP 0.02% Add +28.8% 144,025 $24.9M
Beacon Harbor Wealth Advisors, Inc. 5.45% Reduce -27.3% 136,177 $23.5M
Firestone Capital Management 6.10% Reduce -0.7% 135,081 $23.3M
Moody National Bank Trust Division 2.37% Add +19.1% 131,869 $22.7M
FC Advisory LLC 7.66% Add +2.7% 131,551 $22.7M
Investment Planning Advisors, Inc. 8.92% Add +247.0% 127,391 $21.9M
Valmark Advisers, Inc. 0.33% Add +7.3% 127,125 $21.9M
New England Private Wealth Advisors LLC 3.12% Add +3.1% 117,269 $20.2M
Thrivent Financial for Lutherans 0.04% Reduce -77.9% 97,242 $19.5M
Thrive Capital Management, LLC 11.47% New 100,057 $19.2M
Procyon Advisors, LLC 1.16% Add +51.6% 110,890 $19.1M
Private Advisor Group, LLC 0.11% Reduce -0.2% 107,295 $18.5M
Cypress Financial Planning LLC 6.57% Add +7.4% 105,662 $18.2M
Stifel Financial Corp. 0.02% Add +2.1% 104,402 $18.0M
Captrust Financial Advisors 0.04% Add +37.5% 99,588 $17.2M
Continuum Advisory, LLC 2.14% Add +1.6% 96,660 $16.7M
JPMorgan Chase & Co. 0.00% Add +0.2% 96,243 $16.6M
SlateStone Wealth, LLC 1.65% Add +28.3% 95,441 $16.4M
Manufacturers Life Insurance Company, The 0.02% Add +3.2% 94,747 $16.3M
BIP Alliance, LLC 6.61% Add +12.0% 90,754 $15.6M
Brighton Securities Corp. 7.55% Reduce -1.5% 89,878 $15.5M
First Hawaiian Bank 2.24% Add +0.9% 89,376 $15.4M
Earnest Partners LLC 0.07% Reduce -20.2% 89,136 $15.4M
Fairway Wealth LLC 5.52% Add +97.5% 86,674 $14.9M
N.E.W. Advisory Services LLC 1.12% Add +28.4% 84,728 $14.6M
NewEdge Advisors, LLC 0.08% Add +4.9% 82,276 $14.2M
Wealth Group Ltd 4.03% Reduce -4.9% 79,765 $13.7M
Beacon Pointe Advisors, LLC 0.15% Reduce -4.6% 79,190 $13.6M
Principal Securities, Inc. 0.30% Add +0.9% 70,759 $13.4M
Schechter Investment Advisors, LLC 1.10% Reduce -0.4% 77,522 $13.4M
Susquehanna International Group, LLP 0.02% Add +118.6% 76,906 $13.2M
J.W. Cole Advisors, Inc. 0.40% Add +2.7% 75,589 $13.0M
D.A. Davidson & Co. 0.10% Add +4.4% 75,460 $13.0M
Segment Wealth Management, LLC 0.88% Reduce -1.4% 75,171 $12.9M
SOL Capital Management CO 1.42% Add +0.7% 74,778 $12.9M
Ballentine Partners, LLC 0.22% Add +2.3% 74,501 $12.8M
Keel Point, LLC 0.99% Add +2.6% 74,021 $12.8M
Ancora Advisors LLC 0.28% Reduce -0.0% 73,596 $12.7M
FMR LLC 0.00% Add +15.0% 73,276 $12.6M
Blair William & Co. 0.04% Add +2.8% 72,208 $12.4M
Bessemer Group Inc. 0.02% Reduce -20.4% 70,708 $12.2M
Kestra Advisory Services, LLC 0.06% Reduce -5.0% 70,143 $12.1M
CIBC Private Wealth Group LLC 0.03% Reduce -5.4% 80,215 $12.1M
Affiance Financial, LLC 2.81% Add +4.0% 70,033 $12.1M
Strategic Investment Advisors / MI 1.28% Add +9.2% 70,032 $12.1M
Summit Wealth Group, LLC 3.47% Add +4.0% 68,830 $11.9M
Linscomb Wealth, Inc. 0.59% Reduce -1.4% 68,264 $11.8M
Winthrop Advisory Group LLC 1.41% Reduce -3.9% 68,148 $11.7M
Aurdan Capital Management, LLC 4.23% Add +9.6% 65,263 $11.2M
Harbour Investments, Inc. 0.32% Add +28.4% 65,120 $11.2M
Journey Beyond Wealth, LLC 10.34% Add +4.1% 64,226 $11.1M
Yeomans Consulting Group, Inc. 4.27% Reduce -18.4% 64,190 $11.1M
Brown Advisory Inc. 0.02% Reduce -6.4% 63,585 $11.0M
Asio Capital, LLC 2.09% Add +1.1% 62,731 $10.8M
Applied Capital LLC 5.30% Add +9.9% 62,696 $10.8M
Columbia River Financial Group, LLC 7.20% Reduce -8.0% 62,546 $10.8M
Boston Family Office LLC 0.76% Add +7.3% 62,223 $10.7M
West Financial Advisors, LLC 2.03% Add +0.2% 61,870 $10.7M
SMI Advisory Services, LLC 2.37% Add +24.3% 68,057 $10.5M
HighTower Advisors, LLC 0.01% Reduce -2.6% 60,614 $10.4M
Great Diamond Partners, LLC 2.84% Add +1.3% 60,233 $10.4M
Bank of New York Mellon Corp 0.00% Add +10.3% 60,233 $10.4M
Cwm, LLC 0.04% Add +1.2% 59,209 $10.2M
Fiduciary Group, LLC 1.01% Reduce -1.4% 58,539 $10.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -3.7% 58,074 $10.0M
Corient Private Wealth LP 0.02% Reduce -3.4% 56,295 $9.7M
Dakota Wealth Management 0.22% Reduce -2.2% 53,559 $9.2M
Steward Partners Investment Advisory, LLC 0.08% Reduce -0.9% 51,216 $8.8M
Mutual Advisors, LLC 0.25% Reduce -0.7% 51,851 $8.8M
EP Wealth Advisors, LLC 0.07% Reduce -0.8% 50,811 $8.8M
Clifford Group, LLC 8.05% Add +7.0% 50,009 $8.6M
Riverbridge Partners LLC 0.14% Reduce -10.5% 49,801 $8.6M
Fort Vancouver Investment Management, LLC 6.53% Reduce -0.5% 49,431 $8.5M
Oak Root LLC 1.13% Add +13.1% 48,752 $8.4M
Prime Buchholz LLC 2.92% No change 48,485 $8.4M
Prime Capital Investment Advisors, LLC 0.10% Add +50.5% 47,527 $8.2M
Topsail Wealth Management, LLC 1.64% Reduce -0.4% 46,809 $8.1M
North Star Investment Management Corp. 0.57% Add +1.2% 45,782 $7.9M
MAI Capital Management 0.06% Reduce -2.2% 45,322 $7.8M
Gutierrez Wealth Advisory, LLC 6.34% Add +5.5% 45,306 $7.8M
Clearstead Advisors, LLC 0.12% Add +3.5% 44,391 $7.6M
Ethos Financial Group, LLC 0.72% No change 39,749 $7.6M
TD Capital Management LLC 0.75% Reduce -2.3% 43,047 $7.4M
Lam Group, Inc. 5.46% Add +1.1% 43,045 $7.4M
VSM Wealth Advisory, LLC 2.66% Reduce -4.5% 42,898 $7.4M
Comerica Bank 0.03% Add +5.5% 42,722 $7.4M
Quadrature Capital Ltd 0.16% Add +495.2% 41,523 $7.2M
Equita Financial Network, Inc. 2.50% Reduce -0.1% 41,539 $7.2M
Jessup Wealth Management, Inc 2.95% Add +5.2% 40,682 $7.0M
Clarius Group, LLC 0.44% Add +112.6% 40,634 $7.0M
Trevian Wealth Management LLC 4.92% Add +10.2% 40,077 $6.9M
Plancorp, LLC 0.27% Reduce -2.1% 39,745 $6.8M
Compass Financial Group, INC 1.29% Reduce -1.2% 39,720 $6.8M
Gould Asset Management LLC 1.36% Reduce -0.7% 38,409 $6.6M
Savant Capital, LLC 0.06% Reduce -51.7% 37,800 $6.5M
Pure Financial Advisors, LLC 0.13% Add +22.9% 37,171 $6.4M
IFG Advisory, LLC 0.35% Add +0.9% 36,162 $6.2M
Landmark Wealth Management, Inc. 2.95% Add +823.7% 35,866 $6.2M
Atria Wealth Solutions, Inc. 0.07% Reduce -16.9% 35,768 $6.2M
Marquette Associates, Inc. 6.15% Add +0.3% 35,689 $6.1M
Pathstone Holdings, LLC 0.03% Reduce -0.8% 34,482 $6.0M
Vident Advisory, LLC 0.08% Reduce -57.6% 33,588 $5.8M
Merit Financial Group, LLC 0.09% Reduce -9.8% 33,545 $5.8M
Oppenheimer & Co. Inc. 0.09% Reduce -0.6% 33,215 $5.7M
Rothschild Investment LLC 0.37% Reduce -0.3% 32,264 $5.6M
Vicus Capital 0.51% Reduce 0.0% 31,581 $5.4M
Signal Tree Financial Partners LLC 5.44% Add +18.5% 31,505 $5.4M
Emergent Wealth Advisors, LLC 3.93% Reduce -10.0% 31,467 $5.4M
Baird Financial Group, Inc. 0.01% Reduce -6.1% 31,450 $5.4M
PNC Financial Services Group, Inc. 0.00% Add +5.3% 31,408 $5.4M
Prospera Capital Management, LLC 3.42% Add +2.1% 30,743 $5.3M
Long Island Wealth Management, Inc. 3.21% Add +0.1% 30,644 $5.3M
Truist Financial Corp. 0.01% Reduce -10.1% 30,481 $5.3M
Composition Wealth, LLC 0.10% Add +3.9% 29,527 $5.1M
Oak Hill Wealth Advisors, LLC 1.18% Add +6.5% 29,409 $5.1M
Signature Estate & Investment Advisors LLC 0.13% Reduce -1.8% 29,386 $5.1M
Boston Standard Wealth Management, LLC 1.11% Reduce -8.2% 29,837 $5.0M
JFS Wealth Advisors, LLC 0.33% Add +4.8% 28,556 $4.9M
Armstrong Advisory Group, Inc. 0.39% No change 25,387 $4.8M
Warwick Investment Management, Inc. 1.00% Add +1.8% 27,925 $4.8M
Arete Wealth Advisors, LLC 0.36% Add +8.0% 27,494 $4.7M
Wetzel Investment Advisors, Inc. 2.37% Reduce -2.4% 27,215 $4.7M
Echo45 Advisors LLC 3.12% Add +1.3% 27,050 $4.7M
Atlantic Private Wealth, LLC 3.44% Reduce -11.7% 27,027 $4.7M
Oxford Financial Group, LTD. LLC 0.32% Reduce -4.1% 26,463 $4.6M
Security National Bank 0.86% Reduce -0.2% 26,355 $4.5M
Compass Advisory Group LLC 1.58% Add +4.9% 26,281 $4.5M
Eagle Capital Management, LLC 1.99% Add +0.0% 26,141 $4.5M
Safir Wealth Advisors, LLC 3.57% Add +3.9% 26,122 $4.5M
MontVue Capital Management, Inc. 3.60% Reduce -0.2% 26,105 $4.5M
Penn Capital Management Company, LLC 0.44% New 25,678 $4.5M
Charis Legacy Partners, LLC 8.39% Reduce -3.6% 25,742 $4.4M
Fragasso Financial Advisors Inc 0.31% Reduce -2.4% 24,320 $4.2M
Snowden Capital Advisors LLC 0.14% Reduce -5.8% 24,309 $4.2M
Renaissance Technologies 0.01% Add +31.4% 24,300 $4.2M
World Investment Advisors 0.11% Reduce -19.1% 23,974 $4.1M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -1.4% 23,700 $4.1M
Citizens Financial Group Inc. 0.08% Add +0.5% 23,546 $4.1M
Farther Finance Advisors, LLC 0.10% Add +722.4% 22,771 $3.9M
Janney Montgomery Scott LLC 0.01% Add +2.8% 22,706 $3.9M
United Community Bank 1.43% Reduce -2.4% 22,317 $3.8M
Accredited Wealth Management, LLC 3.21% Add +3.8% 22,070 $3.8M
Orion Porfolio Solutions, LLC 0.04% Add +21.8% 21,653 $3.7M
Orion Portfolio Solutions, LLC 0.04% Add +21.8% 21,653 $3.7M
Pitcairn Co. 0.22% No change 21,544 $3.7M
Coyle Financial Counsel LLC 1.12% Reduce -4.6% 21,291 $3.7M
Ameritas Advisory Services, LLC 0.15% Add +0.6% 19,945 $3.6M
Strategic Financial Planning, Inc. 2.50% Reduce -0.7% 21,088 $3.6M
Leavell Investment Management, Inc. 0.18% Add +6.8% 20,849 $3.6M
NorthRock Partners, LLC 0.12% Add +10.2% 20,298 $3.5M
Opulen Financial Group LLC 3.16% Add +0.3% 20,228 $3.5M
Luminvest Wealth Management LLC 1.43% Reduce -8.4% 20,152 $3.5M
CWS Financial Advisors, LLC 1.10% Reduce -6.6% 20,141 $3.5M
Bordeaux Wealth Advisors LLC 0.64% Reduce -2.4% 19,999 $3.4M
Baker Ellis Asset Management LLC 0.48% No change 19,324 $3.3M
Bfsg, LLC 0.40% Add +6.9% 18,960 $3.3M
Mission Hills Financial Advisory, LLC 2.25% Reduce -1.1% 18,795 $3.2M
Simon Quick Advisors, LLC 0.18% Reduce -0.7% 18,634 $3.2M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.49% Reduce -0.8% 18,460 $3.2M
Regal Investment Advisors LLC 0.25% Reduce -1.0% 18,106 $3.1M
Atria Investments, Inc 0.04% Add +14.9% 18,006 $3.1M
Curtis Advisory Group, LLC 0.90% Reduce -2.7% 17,779 $3.1M
Retirement Wealth Solutions LLC 2.44% Reduce -13.0% 17,561 $3.0M
River Wealth Advisors LLC 0.41% Reduce -6.2% 17,280 $3.0M
Glenmede Trust Co. NA 0.02% No change 17,209 $3.0M
Values Added Financial LLC 1.63% Reduce -1.5% 17,050 $2.9M
L.K. Benson & Company, P.C. 2.03% Reduce -1.4% 16,992 $2.9M
Apollon Financial, LLC 0.69% New 16,925 $2.9M
Chilton Capital Management LLC 0.13% Reduce -0.0% 16,908 $2.9M
Waverly Advisors, LLC 0.04% Add +0.2% 16,880 $2.9M
HBW Advisory Services LLC 0.41% Add +6.3% 16,732 $2.9M
BIP Wealth, LLC 0.19% Reduce -0.1% 16,702 $2.9M
Concurrent Investment Advisors, LLC 0.07% Add +24.4% 16,367 $2.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -24.2% 16,338 $2.8M
Twin Focus Capital Partners, LLC 0.44% Reduce -0.3% 16,327 $2.8M
Empower Advisory Group, LLC 0.01% Add +1.6% 16,265 $2.8M
Financial Synergies Wealth Advisors, Inc. 0.34% Reduce -5.2% 16,157 $2.8M
Partners in Financial Planning 0.56% Reduce -4.1% 16,146 $2.8M
Moneta Group Investment Advisors LLC 0.04% Reduce -8.9% 16,117 $2.8M
Avantax Advisory Services, Inc. 0.02% Reduce -4.4% 16,094 $2.8M
Jordan Park Group LLC 0.20% Reduce -23.0% 16,014 $2.8M
Accredited Investors Inc. 0.17% No change 15,961 $2.7M
Diversified Enterprises, LLC 0.23% Add +4.7% 15,833 $2.7M
Summit Financial, LLC 0.08% Add +0.4% 15,653 $2.7M
Roundview Capital LLC 0.19% Add +0.4% 15,633 $2.7M
NorthCoast Asset Management LLC 0.01% Add +4.9% 15,605 $2.7M
Balentine LLC 0.11% No change 15,375 $2.6M
Spire Wealth Management 0.08% Add +1.4% 15,283 $2.6M
Warner Financial, Inc. 1.16% Reduce -5.6% 15,258 $2.6M
PFG Advisors 0.14% Add +297.5% 15,007 $2.6M
Family CFO Inc 1.40% Add +2.7% 14,793 $2.5M
Vested Financial Planning, LLC 2.41% Add +2.4% 13,978 $2.4M
Telos Capital Management, Inc. 0.26% Reduce -0.7% 13,872 $2.4M
Allworth Financial LP 0.01% Reduce -8.9% 13,914 $2.4M
Argent Trust Co 0.10% Reduce -4.1% 13,521 $2.3M
Advisor OS, LLC 0.25% Reduce -16.8% 12,904 $2.2M
Trust Point Inc. 0.20% No change 12,826 $2.2M
Coastline Trust Co 0.27% No change 12,715 $2.2M
Deutsche Bank AG 0.00% Reduce -1.6% 12,451 $2.1M
Wedmont Private Capital 0.11% Reduce -0.6% 13,308 $2.1M
Tudor Investment Corporation 0.02% New 12,395 $2.1M
Hills Bank & Trust Co 0.15% Add +4.0% 12,342 $2.1M
Geneos Wealth Management Inc. 0.07% Reduce -1.1% 12,288 $2.1M
TFB Advisors LLC 0.61% Add +2.1% 12,263 $2.1M
May Hill Capital, LLC 0.79% Reduce -0.8% 12,206 $2.1M
Larson Financial Group LLC 0.10% Add +0.1% 12,195 $2.1M
Flagship Private Wealth, LLC 0.99% Reduce -5.5% 12,109 $2.1M
Kestra Private Wealth Services, LLC 0.03% Reduce -2.2% 12,058 $2.1M
BCS Wealth Management 0.53% Add +1.4% 12,023 $2.1M
Tidal Investments LLC 0.02% Add +9.5% 12,019 $2.1M
Curbstone Financial Management Corp 0.43% Reduce -1.7% 11,870 $2.0M
Pacific Center for Financial Services 0.53% Add +0.0% 11,647 $2.0M
Strategic Blueprint, LLC 0.11% New 11,618 $2.0M
Quadrant Capital Group LLC 0.07% Reduce -1.6% 11,467 $2.0M
Single Point Partners, LLC 0.46% Add +0.9% 11,323 $2.0M
Wilmington Savings Fund Society, FSB 0.04% Add +0.2% 11,311 $1.9M
Arq Wealth Advisors, LLC 0.72% Reduce -0.8% 11,272 $1.9M
Betterment LLC 0.00% Add +11.1% 11,265 $1.9M
Fee-Only Financial Planning, L.C. 1.32% Reduce -0.5% 11,194 $1.9M
Five Pine Wealth Management 1.57% Add +0.6% 11,192 $1.9M
Semmax Financial Advisors Inc. 0.52% Reduce -2.8% 10,869 $1.9M
Atlatl Advisers LLC 1.23% Add +5.2% 11,012 $1.9M
BlackRock, Inc. 0.00% Reduce -14.4% 10,955 $1.9M
Tocqueville Asset Management L.P. 0.03% No change 10,910 $1.9M
LaSalle St. Investment Advisors, LLC 0.43% Reduce -0.4% 10,652 $1.8M
Crux Wealth Advisors 0.94% Reduce -6.5% 10,452 $1.8M
FSB Premier Wealth Management, Inc. 0.70% Reduce -10.4% 10,402 $1.8M
Acorn Financial Advisory Services Inc. 0.32% Reduce -3.2% 10,276 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -44.9% 10,198 $1.8M
Tiaa Trust, National Association 0.01% Reduce -3.7% 10,056 $1.7M
KWB Wealth 0.21% Add +0.0% 9,088 $1.7M
TFC Financial Management, Inc. 0.26% Add +0.1% 9,890 $1.7M
Zhang Financial LLC 0.09% Add +5.2% 9,885 $1.7M
Brown Brothers Harriman & Co. 0.01% No change 9,798 $1.7M
Phillips Financial Management, LLC 0.13% No change 9,752 $1.7M
Flputnam Investment Management Co. 0.03% Reduce -32.8% 9,735 $1.7M
Sanctuary Advisors, LLC 0.01% Add +0.2% 9,655 $1.7M
Traphagen Investment Advisors LLC 0.17% Reduce -3.6% 9,596 $1.7M
Root Financial Partners, LLC 0.17% No change 9,530 $1.6M
Jacobi Capital Management LLC 0.12% Add +25.3% 9,483 $1.6M
Quantinno Capital Management LP 0.01% Add +270.4% 9,435 $1.6M
CW Advisors, LLC 0.02% Add +28.9% 9,250 $1.6M
Keybank National Association 0.01% Add +0.9% 8,914 $1.5M
Tradition Wealth Management, LLC 0.13% Reduce -0.6% 8,876 $1.5M
Facet Wealth, Inc. 0.04% Add +21.1% 8,587 $1.5M
Bestgate Wealth Advisors, LLC 3.12% Add +48.2% 8,727 $1.5M
Northern Trust Corp. 0.00% Reduce -32.4% 8,643 $1.5M
BostonPremier Wealth LLC 0.91% Reduce -2.4% 8,551 $1.5M
Hollencrest Capital Management 0.06% Add +0.3% 8,463 $1.5M
Equitable Holdings, Inc. 0.01% Add +2.1% 8,418 $1.5M
Harbor Investment Advisory, LLC 0.14% No change 8,332 $1.4M
GFS Advisors, LLC 0.29% No change 8,297 $1.4M
Confluence Wealth Services, Inc. 0.09% New 8,629 $1.4M
Whittier Trust Co. of Nevada Inc. 0.04% Reduce -12.7% 8,109 $1.4M
Avalon Trust Co 0.11% No change 8,000 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -7.4% 7,921 $1.4M
Hunter Associates Investment Management LLC 0.21% No change 7,849 $1.4M
Aua Capital Management, LLC 0.87% Reduce -0.8% 7,792 $1.3M
Koshinski Asset Management, Inc. 0.11% Add +26.1% 7,735 $1.3M
Global Strategic Investment Solutions, LLC 0.15% Add +0.1% 7,617 $1.3M
Prosperity Consulting Group, LLC 0.10% Reduce -7.7% 7,595 $1.3M
Destination Wealth Management 0.04% New 7,590 $1.3M
Cascade Financial Partners, LLC 0.16% Add +0.2% 7,585 $1.3M
Center For Asset Management LLC 0.80% Add +67.4% 7,552 $1.3M
Pinnacle Associates Ltd. 0.02% No change 7,550 $1.3M
Kohmann Bosshard Financial Services, LLC 0.15% Add +0.5% 7,521 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.12% No change 7,500 $1.3M
HB Wealth Management, LLC 0.01% Add +15.7% 7,486 $1.3M
Peoples Financial Services Corp. 0.62% Reduce -4.9% 7,434 $1.3M
TruWealth Advisors, LLC 0.08% Reduce -0.1% 7,418 $1.3M
AQR Capital Management 0.00% Add +45.8% 7,065 $1.2M
GSG Advisors LLC 0.40% Add +5.6% 7,292 $1.2M
Sage Rhino Capital LLC 0.28% Add +2.4% 6,956 $1.2M
EverSource Wealth Advisors, LLC 0.07% Reduce -13.4% 6,906 $1.2M
&partners 0.01% Add +44.4% 6,861 $1.2M
Howard Wealth Management, LLC 0.66% Reduce -8.3% 6,841 $1.2M
RPG Investment Advisory, LLC 0.08% Add +110.6% 6,834 $1.2M
Bank of Hawaii 0.07% No change 6,820 $1.2M
Synovus Financial Corp. 0.02% Add +0.8% 6,816 $1.2M
Grant Street Asset Management, Inc. 0.28% Add +5.6% 6,757 $1.2M
Marshall Wace, LLP 0.00% New 6,746 $1.2M
Gotham Asset Management 0.01% New 6,687 $1.2M
Graypoint LLC 0.07% No change 6,650 $1.1M
Yoffe Investment Management, LLC 1.68% Add +0.1% 6,626 $1.1M
Wealth Advisory Solutions, LLC 0.30% Reduce -39.1% 6,600 $1.1M
Destiny Wealth Partners, LLC 0.18% No change 6,583 $1.1M
UMB Bank, n.a. 0.02% Reduce -7.1% 6,567 $1.1M
Bull Street Advisors, LLC 0.54% Add +13.0% 6,550 $1.1M
Park National Corp. 0.04% Add +0.1% 6,505 $1.1M
BridgePort Financial Solutions, LLC 0.50% No change 6,496 $1.1M
Lake Street Private Wealth, LLC 0.18% Add +79.0% 6,233 $1.1M
FF Advisors,LLC 0.61% No change 6,150 $1.1M
Bank of Montreal 0.00% Reduce -16.3% 6,099 $1.1M
Choreo, LLC 0.02% Reduce -17.3% 6,096 $1.1M
SCS Capital Management LLC 0.01% New 6,043 $1.0M
Blue Chip Partners, LLC 0.09% Reduce -0.1% 6,041 $1.0M
Centerpoint Advisors, LLC 0.38% Reduce -1.0% 6,035 $1.0M
Patriot Investment Management Group, Inc. 0.08% Reduce -45.5% 6,036 $1.0M
Stokes Family Office, LLC 0.12% No change 6,000 $1.0M
Mathes Company, Inc. 0.42% No change 5,950 $1.0M
Stablepoint Partners, LLC 0.19% Reduce -8.3% 5,932 $1.0M
Worth Financial Advisory Group, LLC 0.64% Reduce -2.2% 5,864 $1.0M
NewEdge Wealth, LLC 0.02% Add +4.4% 5,860 $1.0M
Fire Capital Management LLC 0.74% Add +53.0% 5,814 $1.0M
McClarren Financial Advisors, Inc. 0.66% New 5,110 $1.0M
Sellwood Investment Partners LLC 0.52% Add +11.7% 5,741 $989K
L.M. Kohn & Company 0.25% Add +25.2% 5,651 $973K
Successful Portfolios LLC 0.66% Add +4.2% 5,638 $971K
Great Valley Advisor Group, Inc. 0.02% Add +10.6% 5,629 $970K
HRT Financial LP 0.01% New 5,581 $961K
Selective Wealth Management, Inc. 0.42% Add +6.0% 5,972 $959K
Westfuller Advisors, LLC 0.64% Add +7.3% 5,564 $958K
Horizon Kinetics Asset Management LLC 0.01% Reduce -57.0% 5,557 $957K
Washington Trust Bank 0.10% No change 5,526 $952K
Boston Trust Walden Corp 0.01% Reduce -23.6% 5,507 $949K
Y-Intercept (Hong Kong) Ltd 0.06% Reduce -68.2% 5,486 $945K
CGN Advisors LLC 0.09% Add +30.0% 5,471 $943K
Woodmont Investment Counsel LLC 0.07% No change 5,459 $940K
Integrated Wealth Concepts LLC 0.01% Add +49.4% 5,438 $937K
Prospera Financial Services Inc 0.02% Reduce -32.9% 5,410 $932K
StoneX Group Inc. 0.05% Reduce -1.6% 5,383 $927K
Connable Office Inc. 0.10% New 5,369 $925K
Precedent Wealth Partners, LLC 0.25% No change 5,329 $918K
Apella Capital, LLC 0.03% Reduce -4.2% 5,536 $917K
Adero Partners, LLC 0.06% No change 5,310 $915K
GWN Securities Inc. 0.05% New 4,891 $904K
Centaurus Financial, Inc. 0.05% Reduce -0.7% 5,215 $898K
Harfst & Associates, Inc. 0.21% Add +0.0% 5,203 $896K
Whittier Trust Co. 0.01% Add +29.8% 5,194 $895K
Meridian Wealth Management, LLC 0.04% Add +8.0% 5,122 $882K
Advance Capital Management, Inc. 0.04% Reduce -3.4% 5,122 $882K
Advisory Services Network, LLC 0.02% Add +8.1% 5,106 $880K
Wooster Corthell Wealth Management, Inc. 0.18% Reduce -17.4% 5,030 $866K
Independent Financial Group, LLC 0.03% Reduce -4.0% 4,969 $856K
Roble, Belko & Company, Inc 0.14% Reduce -6.7% 4,965 $855K
Magnolia Private Wealth, LLC 0.71% Reduce -22.4% 4,844 $834K
CVFG LLC 0.76% Add +0.1% 4,831 $832K
SouthState Bank Corp 0.04% Reduce -3.5% 4,817 $830K
DGS Capital Management, LLC 0.22% Add +3.7% 4,789 $825K
Victrix Investment Advisors 0.43% New 4,752 $819K
F/m Investments LLC 0.03% Reduce -1.4% 4,748 $818K
Vestmark Advisory Solutions, Inc. 0.02% New 4,739 $816K
AE Wealth Management LLC 0.01% Reduce -38.5% 4,718 $813K
Golden Road Advisors LLC 0.63% Add +2.6% 4,714 $812K
Lionsbridge Wealth Management LLC 0.70% Reduce -13.4% 4,597 $792K
Sage Mountain Advisors LLC 0.06% Add +0.1% 4,590 $791K
Secure Asset Management, LLC 0.16% Reduce -3.0% 4,575 $788K
Silver Oak Securities, Incorporated 0.07% Add +19.8% 4,544 $786K
Neuberger Berman Group LLC 0.00% Reduce -5.0% 4,540 $782K
Stephens Consulting, LLC 0.20% No change 4,523 $779K
Tanager Wealth Management LLP 0.10% No change 4,482 $772K
Cresset Asset Management, LLC 0.00% Add +11.1% 4,475 $771K
Leonard Rickey Investment Advisors P.L.L.C. 0.16% Add +2.6% 4,665 $758K
Aries Wealth Management 0.20% No change 4,369 $753K
Advisors Capital Management, LLC 0.01% Reduce -5.7% 4,350 $749K
Stephens Inc. 0.01% Reduce -0.7% 4,298 $740K
Caprock Group, LLC 0.02% Add +29.8% 4,294 $740K
Wealthcare Advisory Partners LLC 0.02% Add +6.1% 4,293 $740K
Brookstone Capital Management 0.01% Add +28.8% 4,274 $736K
FSA Advisors, Inc. 0.58% New 4,267 $735K
Ascent Group, LLC 0.03% Reduce -13.7% 4,242 $731K
Focus Financial Network, Inc. 0.03% Reduce -4.5% 4,234 $729K
Capital Investment Advisory Services, LLC 0.07% Reduce -1.0% 4,231 $729K
Red Mountain Financial, LLC 0.89% Add +0.2% 4,217 $727K
Crewe Advisors LLC 0.10% No change 4,207 $725K
HUB Investment Partners, LLC 0.03% Add +0.6% 4,200 $723K
SC&H Financial Advisors, Inc. 0.14% Add +0.3% 4,196 $723K
Burling Wealth Partners, LLC 0.15% Add +1.9% 4,159 $716K
Rik Saylor Financial, Inc. 0.62% Reduce -4.3% 4,113 $708K
Kovack Advisors, Inc. 0.07% Add +1.8% 4,087 $704K
Syverson Strege & Co 0.23% No change 4,079 $703K
Westmount Partners, LLC 0.21% Add +176.0% 4,074 $702K
Bluesphere Advisors LLC 0.40% Reduce -44.7% 4,068 $701K
Fiduciary Wealth Partners, LLC 0.60% — 4,046 $697K
Archer Investment Corp 0.18% Add +29.5% 4,022 $693K
Regions Financial Corp. 0.01% Reduce -6.7% 4,005 $690K
Silvercrest Asset Management Group LLC 0.00% New 3,985 $686K
Joel Isaacson & Co., LLC 0.03% No change 3,978 $685K
BCR Wealth Strategies, LLC 0.30% Reduce -16.8% 3,935 $677K
Tradewinds, LLC. 0.19% Reduce -3.8% 3,912 $674K
Atticus Wealth Management, LLC 0.22% Add +0.3% 3,875 $668K
Wealthstream Advisors, Inc. 0.12% No change 3,849 $663K
Perennial Advisors, LLC 0.13% New 3,814 $657K
Beaumont Financial Advisors, LLC 0.05% No change 3,797 $654K
Petix & Botte Co 0.17% Reduce -10.2% 3,794 $654K
Holos Integrated Wealth LLC 0.43% No change 3,778 $651K
GW&K Investment Management, LLC 0.01% Add +11.2% 3,749 $646K
ORG Partners LLC 0.16% Add +0.0% 3,673 $636K
Aspiriant, LLC 0.02% No change 3,680 $634K
Brighton Jones LLC 0.02% Reduce -12.6% 3,652 $629K
First Heartland Consultants, Inc. 0.06% Reduce -93.2% 3,641 $627K
Capital Investment Advisors, LLC 0.01% Add +126.6% 3,635 $626K
Gries Financial LLC 0.12% Add +34.3% 3,627 $625K
Sunflower Bank, N.A. 0.17% No change 3,605 $621K
Bouchey Financial Group, Ltd. 0.06% No change 3,561 $613K
PUREfi Wealth, LLC 0.61% No change 3,540 $610K
Traveka Wealth, LLC 0.34% No change 3,535 $609K
Wealth Architects, LLC 0.07% Add +28.7% 3,530 $608K
Mason Investment Advisory Services, Inc. 0.04% Reduce -2.1% 3,526 $607K
LPWM LLC 0.19% No change 3,493 $602K
Advus Financial Partners, LLC 0.17% Add +10.3% 3,489 $601K
Forum Financial Management, LP 0.01% Reduce -2.4% 3,435 $592K
L. Roy Papp & Associates, LLP 0.07% Reduce -4.3% 3,406 $587K
Northwest Capital Management Inc 0.24% No change 3,394 $585K
Inscription Capital, LLC 0.10% — 3,330 $584K
Creekside Partners 0.30% Add +0.3% 3,377 $582K
Texas Yale Capital Corp. 0.02% No change 3,365 $580K
O'shaughnessy Asset Management, LLC 0.00% Add +7.5% 3,320 $572K
Bailard, Inc. 0.01% New 3,318 $572K
Sage Capital Advisors,llc 0.15% Reduce -1.5% 3,314 $571K
ARS Investment Partners, LLC 0.05% No change 2,975 $565K
Bogart Wealth, LLC 0.03% Add +0.4% 3,268 $563K
Advisory Alpha, LLC 0.02% Reduce -0.2% 3,240 $558K
Cary Street Partners Financial LLC 0.02% Add +11.0% 3,228 $556K
Venture Visionary Partners LLC 0.02% Add +0.0% 3,174 $547K
Sigma Planning Corp 0.02% Reduce -33.8% 3,161 $545K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% No change 3,078 $530K
Wealth Alliance, LLC 0.06% Reduce -81.1% 3,064 $528K
Synergy Investment Management, LLC 0.22% Add +2.4% 3,048 $525K
Montecito Bank & Trust 0.09% Reduce -0.3% 3,046 $525K
Advisor Resource Council 0.04% New 3,004 $517K
Schmidt P J Investment Management Inc. 0.09% No change 3,000 $517K
Narwhal Capital Management 0.05% No change 2,980 $513K
Wealthspire Retirement, LLC 0.04% Add +1.8% 2,970 $512K
Private Management Group Inc. 0.02% No change 2,962 $510K
Wedbush Securities Inc. 0.02% Add +17.5% 2,955 $509K
King Wealth Management Group 0.08% Reduce -6.1% 2,946 $507K
Meridian Wealth Partners, LLC 0.08% Reduce -25.0% 2,926 $504K
Ausdal Financial Partners, Inc. 0.04% Add +4.4% 2,921 $503K
New Century Financial Group, LLC 0.58% Reduce -19.1% 2,910 $501K
First Merchants Corp. 0.02% Reduce -1.5% 2,903 $500K
Nixon Peabody Trust Co. 0.04% No change 2,865 $494K
Reston Wealth Management LLC 0.20% Reduce -29.4% 2,862 $493K
First Horizon Advisors, Inc. 0.01% Reduce -37.8% 2,813 $485K
Alpha Omega Wealth Management LLC 0.09% No change 2,813 $485K
Townsquare Capital LLC 0.01% Add +82.9% 2,804 $483K
Hutchens & Kramer Investment Management Group, LLC 0.26% Add +1.1% 2,786 $480K
Private Trust Co. NA 0.05% Add +45.3% 2,786 $480K
Money Concepts Capital Corp. 0.04% Reduce -0.3% 2,782 $479K
Wescott Financial Advisory Group, LLC 0.05% Reduce -2.0% 2,782 $479K
BSW Wealth Partners 0.07% Reduce -2.6% 2,779 $479K
Flagship Harbor Advisors, LLC 0.03% Reduce -1.7% 2,773 $478K
Financial Counselors Inc. 0.01% No change 2,770 $477K
LongView Wealth Management 0.14% No change 2,747 $473K
Elios Financial Group Inc. 0.23% Add +0.3% 2,745 $473K
Evermay Wealth Management LLC 0.06% No change 2,735 $471K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -7.8% 2,727 $470K
Veridan Wealth LLC 0.21% Reduce -5.8% 2,721 $469K
Manhattan West Asset Management, LLC 0.12% Add +8.1% 2,701 $465K
LM Advisors LLC 0.08% No change 2,689 $463K
Focus Partners Advisor Solutions, LLC 0.01% Add +43.4% 2,667 $460K
Redwood Investment Management, LLC 0.05% Reduce -3.9% 2,629 $453K
Ballast, Inc. 0.13% No change 2,625 $452K
Conrad Siegel Investment Advisors, Inc. 0.12% Reduce -1.7% 2,618 $451K
Eaton Financial Holdings Company, LLC 0.19% Reduce -3.4% 2,599 $448K
Newton One Investments LLC 0.16% Reduce -0.0% 2,587 $446K
Apex Wealth Management, LLC 0.39% Reduce -13.1% 2,548 $439K
Essex Financial Services, Inc. 0.03% Add +0.0% 2,448 $422K
Ieq Capital, LLC 0.00% Add +119.7% 2,436 $420K
Northstar Group, Inc. 0.07% Add +5.1% 2,420 $417K
Johnson Investment Counsel Inc. 0.00% Add +6.3% 2,408 $415K
Sandbox Financial Partners, LLC 0.15% Add +12.6% 2,402 $414K
Lanark Financial, Inc. 0.04% — 2,395 $412K
Eagle Strategies LLC 0.07% Add +10.6% 2,384 $411K
Csenge Advisory Group 0.02% Add +20.4% 2,531 $410K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -1.2% 2,365 $407K
Choate Investment Advisors 0.01% Reduce -7.6% 2,356 $406K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.2% 2,349 $405K
Capital Advisors Wealth Management, LLC 0.07% Add +0.1% 2,336 $402K
D. E. Shaw & Co. 0.00% New 2,335 $402K
Trust Co. of Vermont 0.02% No change 2,333 $402K
Crescent Grove Advisors, LLC 0.04% Add +0.9% 2,308 $398K
Modera Wealth Management, LLC 0.01% Add +1.1% 2,305 $397K
Rathbones Group PLC 0.00% Reduce -3.0% 2,300 $396K
Olistico Wealth, LLC 0.24% Reduce -11.0% 2,298 $396K
First County Bank 0.22% Reduce -32.8% 2,293 $395K
CreativeOne Wealth, LLC 0.01% Reduce -4.2% 2,290 $394K
International Assets Investment Management, LLC 0.03% Add +32.1% 2,285 $394K
Perigon Wealth Management, LLC 0.01% Add +0.0% 2,272 $391K
Michels Family Financial, LLC 0.35% Add +0.3% 2,260 $389K
Sequoia Financial Advisors, LLC 0.00% Add +103.9% 2,255 $388K
Commerce Bank 0.00% Reduce -4.1% 2,245 $387K
Howard Financial Services, LTD. 0.05% Add +0.2% 2,230 $384K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 2,228 $384K
AMG National Trust Bank 0.01% No change 2,201 $379K
M&T Bank Corp 0.00% No change 2,200 $379K
Legacy Edge Advisors, LLC 0.06% No change 2,194 $378K
Truefg, LLC 0.12% Add +2.8% 2,188 $377K
Baker Boyer National Bank 0.14% No change 2,143 $369K
Kingsview Wealth Management, LLC 0.01% Add +5.7% 2,141 $369K
Chesley Taft & Associates LLC 0.02% Add +0.9% 2,125 $366K
Hanover Advisors Inc. 0.16% Reduce -5.4% 2,125 $366K
Evoke Wealth, LLC 0.01% No change 2,123 $366K
Cutler Investment Counsel LLC 0.04% No change 2,122 $366K
Next Level Private LLC 0.14% Add +0.3% 2,116 $365K
Cannell & Spears LLC 0.01% No change 2,100 $362K
Clarity Capital Advisors, LLC 0.24% Add +0.3% 2,094 $361K
FFT Wealth Management LLC 0.08% New 2,087 $359K
Austin Private Wealth, LLC 0.03% Add +3.3% 2,076 $358K
Keystone Financial Group 0.04% No change 2,047 $357K
Parallel Advisors, LLC 0.01% Reduce -1.6% 2,033 $350K
Spinnaker Trust 0.02% No change 2,010 $346K
M3 Advisory Group, LLC 0.27% Add +1.2% 2,004 $345K
Nautilus Advisors LLC 0.28% No change 2,000 $345K
Garde Capital, Inc. 0.02% No change 2,000 $345K
Innova Wealth Partners 0.21% No change 1,996 $344K
Orgel Wealth Management, LLC 0.01% Reduce -2.5% 1,993 $343K
Walkner Condon Financial Advisors LLC 0.07% No change 1,978 $341K
First Manhattan Co. Llc. 0.00% No change 1,967 $339K
Saxon Interests, Inc. 0.16% Reduce -0.1% 1,961 $338K
Bay Capital Advisors, LLC 0.28% Reduce -1.1% 1,957 $337K
KFA Private Wealth Group, LLC 0.12% New 1,952 $336K
Childress Capital Advisors, LLC 0.10% No change 1,948 $336K
MCF Advisors LLC 0.02% Add +24.6% 1,931 $333K
Truepoint, Inc. 0.01% No change 1,919 $331K
Signaturefd, LLC 0.01% Reduce -11.8% 1,916 $330K
Moors & Cabot, Inc. 0.02% Add +0.6% 1,906 $328K
Howland Capital Management LLC 0.01% Reduce -2.6% 1,906 $328K
Drucker Wealth 3.0, LLC 0.07% New 1,902 $328K
Cozad Asset Management Inc. 0.03% No change 1,900 $327K
Compound Planning, Inc. 0.01% Add +9.3% 1,895 $326K
Palo Alto Wealth Advisors, LLC 0.13% Reduce -4.8% 1,754 $325K
QRG Capital Management, Inc. 0.00% Add +43.1% 1,885 $325K
Schiavi & Co LLC 0.12% Add +77.7% 1,884 $325K
Capital Analysts, LLC 0.01% Add +1441.0% 1,880 $324K
Cedar Mountain Advisors, LLC 0.07% No change 1,859 $320K
Invictus Private Wealth, LLC 0.03% Reduce -2.2% 1,857 $320K
Bath Savings Trust Co 0.03% Reduce -2.8% 1,843 $317K
17 Capital Partners, LLC 0.20% Add +11.4% 1,823 $314K
Heritage Family Offices, LLP 0.16% No change 1,818 $313K
Teamwork Financial Advisors, LLC 0.04% No change 1,800 $310K
Copperleaf Capital, LLC 0.18% New 1,792 $309K
Ruggaard & Associates LLC 0.14% Add +8.9% 1,789 $308K
Badgley Phelps Wealth Managers, LLC 0.01% No change 1,775 $306K
Castle Rock Wealth Management, LLC 0.08% Add +0.2% 1,767 $306K
Western Wealth Management, LLC 0.02% Reduce -6.8% 1,769 $305K
Dynamic Advisor Solutions LLC 0.01% New 1,768 $305K
Belpointe Asset Management LLC 0.02% Add +11.2% 1,762 $304K
Milestone Investment Advisors LLC 0.08% No change 1,758 $303K
Evercore Wealth Management, LLC 0.00% Reduce -10.3% 1,755 $302K
Aspen Grove Capital, LLC 0.06% New 1,745 $301K
Parkside Advisors LLC 0.07% Add +0.3% 1,740 $300K
Mayflower Financial Advisors, LLC 0.05% No change 1,732 $298K
Laurel Wealth Advisors LLC 0.05% Add +4.2% 1,725 $297K
Rodgers & Associates, LTD 0.04% Reduce -8.7% 1,723 $297K
Forthright Family Wealth Advisory LLC 0.20% Reduce -11.2% 1,721 $296K
Mirador Capital Partners LP 0.05% Add +2.6% 1,717 $296K
PGIM Custom Harvest LLC 0.01% Reduce -67.7% 1,703 $293K
Mitchell Sinkler & Starr 0.08% No change 1,700 $293K
Prospect Financial Group LLC 0.37% No change 1,692 $291K
New Perspectives, Inc 0.16% Reduce -6.8% 1,691 $291K
Enclave Advisors LLC 0.05% Reduce -0.9% 1,687 $291K
Bryant Woods Investment Advisors, LLC 0.14% No change 1,680 $289K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -10.1% 1,666 $289K
Unconventional Investor, LLC 0.17% Add +0.1% 1,668 $287K
Park Avenue Securities LLC 0.00% Add +5.2% 1,653 $285K
Annis Gardner Whiting Capital Advisors, LLC 0.12% No change 1,639 $282K
Prepared Retirement Institute LLC 0.18% No change 1,638 $282K
Fiduciary Financial Group, LLC 0.06% Add +12.1% 1,774 $281K
Manuka Financial, LLC 0.18% Add +0.1% 1,622 $279K
Lodestar Private Asset Management LLC 0.04% Reduce -1.5% 1,620 $279K
RMR Wealth Builders 0.03% No change 1,617 $279K
Retirement Income Solutions, Inc. 0.06% No change 1,606 $277K
Richardson Financial Services Inc. 0.21% Reduce -10.3% 1,604 $276K
Clientfirst Wealth Management, LLC 0.31% No change 1,591 $274K
Leo Wealth, LLC 0.04% Add +0.4% 1,590 $274K
Associated Banc-Corp 0.01% Reduce -0.9% 1,584 $273K
Glenview Trust Co 0.01% No change 1,583 $273K
Accurate Wealth Management, LLC 0.05% Add +12.1% 1,689 $271K
Quad-Cities Investment Group, LLC 0.13% Reduce -1.7% 1,572 $271K
Sigma Investment Counselors Inc. 0.02% Reduce -35.5% 1,570 $270K
Cassaday & Co Wealth Management LLC 0.01% No change 1,568 $270K
Trek Financial, LLC 0.02% No change 1,566 $270K
Fortress Wealth Management, Inc. 0.14% No change 1,558 $268K
Intelligent Financial Strategies 0.14% Add +0.4% 1,553 $267K
MKT Advisors LLC 0.12% Reduce -3.5% 1,725 $266K
Sowell Financial Services LLC 0.01% New 1,540 $265K
Trexquant Investment LP 0.00% Add +29.6% 1,533 $264K
Strategic Family Wealth Counselors, L.L.C. 0.09% Reduce -0.3% 1,527 $263K
Quadcap Wealth Management, LLC 0.04% Reduce -6.8% 1,515 $261K
Evanson Asset Management, LLC 0.02% No change 1,512 $260K
Clearstead Trust, LLC 0.06% No change 1,508 $260K
First Nebraska Trust Co 0.03% No change 1,504 $259K
Verum Partners LLC 0.07% Reduce -42.0% 1,494 $257K
Biltmore Family Office, LLC 0.04% No change 1,492 $257K
Brown Financial Advisory 0.16% New 1,487 $256K
NCM Capital Management, LLC 0.12% Reduce -3.3% 1,487 $256K
Lokken Investment Group LLC 0.11% No change 1,485 $256K
Beacon Financial Advisory LLC 0.08% Reduce -23.8% 1,477 $254K
Total Clarity Wealth Management, Inc. 0.08% No change 1,334 $253K
SeaCrest Wealth Management, LLC 0.03% Reduce -86.7% 1,468 $253K
Wela Strategies, Inc. 0.11% Reduce -1.9% 1,458 $251K
Meriwether Wealth & Planning, LLC 0.16% Add +1.4% 1,449 $250K
Fulton Bank, N.A. 0.01% New 1,441 $248K
Breakwater Capital Group 0.04% Add +28.4% 1,434 $247K
Paragon Private Wealth Management, LLC 0.11% Reduce -3.4% 1,430 $246K
Goodman Financial Corp 0.05% No change 1,413 $243K
Shakespeare Wealth Management, LLC 0.06% No change 1,408 $243K
Freestone Capital Holdings, LLC 0.01% Reduce -7.2% 1,404 $242K
Berger Financial Group, Inc 0.02% Add +0.9% 1,396 $240K
FineMark National Bank & Trust 0.01% No change 1,396 $240K
SYM FINANCIAL Corp 0.03% No change 1,391 $240K
Apollon Wealth Management, LLC 0.01% New 1,383 $238K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -43.1% 1,378 $237K
Vista Capital Partners, Inc. 0.03% Reduce -17.1% 1,372 $236K
Welch Group, LLC 0.01% New 1,365 $236K
Houlihan Financial Resource Group, Ltd. 0.11% No change 1,370 $236K
Thompson Davis & Co., Inc. 0.19% Add +8.9% 1,362 $235K
Foundations Investment Advisors, LLC 0.00% Add +14.4% 1,346 $232K
City National Bank of Florida 0.20% No change 1,306 $225K
Simplicity Wealth,LLC 0.02% No change 1,306 $225K
World Equity Group, Inc. 0.06% Reduce -53.3% 1,305 $225K
Fisher Asset Management 0.00% Reduce -34.7% 1,301 $224K
Passive Capital Management, LLC. 0.07% No change 1,295 $223K
Wealth Dimensions Group, Ltd. 0.05% Add +0.1% 1,295 $223K
Claro Advisors Inc. 0.03% No change 1,294 $223K
Moneco Advisors, LLC 0.02% Reduce -41.7% 1,294 $223K
Fiera Capital Corp 0.00% No change 1,292 $223K
MPS Loria Financial Planners, LLC 0.07% Add +0.3% 1,288 $222K
Savvy Advisors, Inc. 0.02% New 1,287 $222K
Heritage Financial Services, LLC 0.02% Add +20.3% 1,285 $221K
Custos Family Office, LLC 0.08% Add +0.3% 1,280 $221K
Arkadios Wealth Advisors 0.01% Add +0.9% 1,277 $220K
Robertson Stephens Wealth Management, LLC 0.01% Reduce -57.6% 1,272 $219K
Peapack Gladstone Financial Corp. 0.00% Add +1.4% 1,273 $219K
Ellsworth Advisors, LLC 0.06% Add +0.3% 1,265 $218K
Mill Creek Capital Advisors, LLC 0.01% Reduce -26.8% 1,258 $217K
Davis Investment Partners, LLC 0.10% No change 1,333 $216K
Per Stirling Capital Management, LLC. 0.03% Add +0.4% 1,254 $216K
Auour Investments LLC 0.08% No change 1,256 $215K
Hantz Financial Services, Inc. 0.00% New 1,241 $214K
Brooklyn Investment Group 0.05% New 1,241 $214K
Eastern Bank 0.00% New 1,228 $212K
NBT Bank, N.A. 0.02% No change 1,226 $211K
Avior Wealth Management, LLC 0.01% Add +0.2% 1,204 $207K
Sax Wealth Advisors, LLC 0.01% New 1,202 $207K
Sentinel Pension Advisors, LLC 0.04% Reduce -1.6% 1,198 $206K
Basso Capital Management, L.P. 0.18% No change 1,198 $206K
Rossby Financial, LCC 0.09% Reduce -29.9% 1,213 $206K
Mosaic Family Wealth Partners, LLC 0.03% No change 1,194 $206K
Axxcess Wealth Management, LLC 0.01% New 1,189 $205K
Vance Wealth, LLC 0.08% No change 1,189 $205K
Farmers National Bank 0.06% Add +1.8% 1,188 $205K
Broadview Financial Management, LLC 0.15% Reduce -7.4% 1,187 $204K
Stratos Investment Management, LLC 0.01% Add +0.1% 1,180 $203K
Rockwood Wealth Management, LLC 0.02% No change 1,168 $201K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.1% 1,168 $201K
Hughes Financial Services, LLC 0.04% Reduce -3.4% 1,152 $200K
Manchester Capital Management LLC 0.02% Reduce -64.5% 1,151 $198K
London Co. of Virginia 0.00% Reduce -59.9% 1,136 $196K
Medallion Wealth Advisors, LLC 0.08% Add +30.3% 1,071 $185K
Colonial Trust Advisors 0.02% No change 1,066 $184K
Realta Investment Advisors 0.08% Add +2.8% 1,062 $183K
Glen Eagle Advisors, LLC 0.03% No change 1,020 $176K
Union Savings Bank 0.08% Reduce -4.8% 989 $170K
Creative Financial Designs Inc. 0.01% Reduce -0.5% 963 $166K
Russell Investments Group, Ltd. 0.00% Add +52.1% 963 $166K
Trifecta Capital Advisors, LLC 0.03% No change 943 $162K
Ameriflex Group, Inc. 0.07% Add +10211.1% 928 $160K
Birchbrook, Inc. 0.09% Reduce -10.0% 900 $155K
S.A. Mason LLC 0.08% No change 900 $155K
Tortoise Investment Management, LLC 0.02% No change 885 $152K
Aptus Capital Advisors, LLC 0.00% Add +4.6% 879 $151K
MorganRosel Wealth Management, LLC 0.04% New 859 $148K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +5.5% 858 $148K
IFP Advisors, Inc 0.00% Add +9.7% 849 $146K
Franklin Resources Inc. 0.00% No change 790 $136K
Fairman Group, LLC 0.12% Add +0.3% 705 $134K
CVA Family Office, LLC 0.02% Add +0.1% 771 $133K
Hoey Investments, Inc. 0.03% New 736 $127K
Asset Dedication, LLC 0.01% Reduce -4.0% 726 $125K
Citadel Advisors 0.00% New 723 $125K
SBI Securities Co., Ltd. 0.00% Reduce -9.9% 719 $124K
Bokf, NA 0.00% No change 704 $121K
Glassman Wealth Services 0.02% No change 675 $116K
Greenline Partners, LLC 0.02% New 2,166 $115K
Acropolis Investment Management, LLC 0.01% No change 657 $113K
Cornerstone Planning Group LLC 0.03% Add +68.0% 635 $105K
Ridgewood Investments LLC 0.05% Reduce -42.8% 609 $105K
CENTRAL TRUST Co 0.00% No change 563 $97K
Ascentis Wealth Management, LLC 0.03% No change 550 $95K
Sandy Spring Bank 0.00% Add +0.2% 535 $92K
North Capital, Inc. 0.09% — 533 $92K
Morton Brown Family Wealth, LLC 0.03% No change 500 $86K
Evolution Advisers, Inc. 0.04% No change 498 $85K
GPS Wealth Strategies Group, LLC 0.01% Reduce -6.2% 466 $80K
JNBA Financial Advisors 0.01% No change 465 $80K
Wayfinding Financial, LLC 0.04% New 464 $80K
Caldwell Trust Co 0.01% Add +2.7% 461 $79K
Tsfg, LLC 0.02% No change 445 $77K
Centricity Wealth Management, LLC 0.07% No change 441 $76K
LRI Investments, LLC 0.01% No change 437 $75K
Arax Advisory Partners 0.00% Add +21.3% 427 $74K
CoreCap Advisors, LLC 0.00% Add +134.8% 425 $73K
WealthCollab, LLC 0.05% No change 425 $73K
Addison Advisors LLC 0.02% Reduce -4.6% 413 $71K
Arlington Trust Co LLC 0.01% New 400 $69K
Stonebridge Financial Group, LLC 0.01% Reduce -14.6% 399 $69K
Smithfield Trust Co 0.00% No change 400 $68K
New England Capital Financial Advisors LLC 0.03% No change 394 $68K
McIlrath & Eck, LLC 0.01% No change 375 $65K
Resources Management Corp. /CT/ 0.01% No change 374 $64K
Abound Wealth Management 0.02% Reduce -42.1% 367 $63K
MeadowBrook Investment Advisors LLC 0.06% Reduce -6.4% 365 $63K
HHM Wealth Advisors, LLC 0.01% No change 352 $61K
GAMMA Investing LLC 0.00% New 342 $59K
Concord Wealth Partners 0.01% Add +0.3% 337 $58K
Barrett & Company, Inc. 0.02% No change 320 $55K
WealthTrak Capital Management LLC 0.04% No change 302 $52K
National Bank of Canada 0.00% No change 300 $52K
BOK Financial Private Wealth, Inc. 0.00% No change 300 $52K
Cullen/Frost Bankers, Inc. 0.00% No change 300 $52K
Sound Income Strategies, LLC 0.00% Add +61.4% 297 $51K
Dunhill Financial, LLC 0.02% No change 292 $50K
Advanced Asset Management Advisors Inc 0.01% Add +10.7% 279 $48K
American National Bank & Trust 0.01% No change 276 $48K
Moser Wealth Advisors, LLC 0.02% New 275 $47K
First PREMIER Bank 0.01% No change 270 $47K
Coston, McIsaac & Partners 0.01% No change 268 $46K
Piscataqua Savings Bank 0.04% No change 265 $46K
PFS Partners, LLC 0.02% New 265 $46K
Pinnacle Bancorp, Inc. 0.01% Reduce -56.6% 263 $45K
Oakworth Capital, Inc. 0.00% No change 263 $45K
Motco 0.00% No change 262 $45K
Cherry Tree Wealth Management, LLC 0.01% No change 251 $43K
Albion Financial Group 0.00% No change 250 $43K
Brown, Lisle/Cummings, Inc. 0.01% No change 245 $42K
Washington Trust Advisors, Inc. 0.00% No change 245 $42K
Running Point Capital Advisors, LLC 0.01% Reduce -44.1% 231 $40K
Clark Wealth Partners 0.03% New 225 $39K
Golden State Wealth Management, LLC 0.01% Add +69.5% 222 $38K
Old Second National Bank of Aurora 0.01% No change 219 $38K
MilWealth Group LLC 0.01% No change 208 $36K
Red Lighthouse Investment Management, LLC 0.01% No change 200 $35K
Matrix Private Capital Group LLC 0.02% No change 200 $34K
Cordgrass Capital Advisors, LLC 0.01% No change 200 $34K
First Command Advisory Services, Inc. 0.00% Reduce -27.4% 199 $34K
FSA Wealth Management LLC 0.01% No change 197 $34K
West Branch Capital LLC 0.01% No change 193 $33K
Cardiff Park Advisors, LLC 0.00% No change 192 $33K
Avion Wealth 0.01% No change 175 $33K
Godsey & Gibb, Inc. 0.00% New 191 $33K
Pacifica Partners Inc. 0.01% No change 200 $33K
Smartleaf Asset Management LLC 0.00% No change 189 $33K
City Holding Co. 0.00% No change 180 $31K
Bellwether Advisors, LLC 0.01% No change 176 $30K
Bangor Savings Bank 0.00% No change 174 $30K
Salem Investment Counselors Inc. 0.00% No change 171 $29K
DT Investment Partners, LLC 0.00% New 153 $26K
Riverview Trust Co 0.03% New 152 $26K
Parkside Financial Bank & Trust 0.00% No change 150 $26K
Western Pacific Wealth Management, LP 0.02% No change 150 $26K
Inlight Wealth Management, LLC 0.02% New 150 $26K
St Germain D J Co. Inc. 0.00% No change 150 $26K
Copia Wealth Management 0.02% No change 146 $25K
City State Bank 0.01% No change 146 $25K
Financial Management Professionals, Inc. 0.00% New 144 $25K
Rialto Wealth Management, LLC 0.01% Reduce -12.9% 142 $24K
Jackson, Grant Investment Advisers, Inc. 0.01% Add +0.7% 141 $24K
Woodside Wealth Management LLC 0.02% — 137 $24K
True Wealth Design, LLC 0.01% New 137 $24K
Financial Perspectives, Inc 0.01% Add +86.1% 134 $23K
Investors Research Corp 0.00% No change 130 $22K
Angeles Wealth Management, LLC 0.00% No change 127 $22K
FAS Wealth Partners, Inc. 0.00% No change 125 $22K
Beacon Capital Management, LLC 0.00% Add +0.8% 125 $21K
AdvisorNet Financial, Inc 0.00% No change 123 $21K
Center for Financial Planning, Inc. 0.00% No change 122 $21K
Wagner Wealth Management, LLC 0.00% No change 111 $19K
Physician Wealth Advisors, Inc. 0.00% Add +1.0% 105 $18K
Transce3nd, LLC 0.01% Reduce -31.6% 106 $18K
WealthShield Partners, LLC 0.00% Reduce -81.6% 98 $17K
Raffa Wealth Management, LLC 0.00% Reduce -28.2% 94 $16K
Financial Connections Group, Inc. 0.01% Add +169.5% 159 $16K
Vermillion & White Wealth Management Group, LLC 0.01% No change 90 $16K
Vermillion Wealth Management, Inc. 0.00% Add +1.3% 76 $13K
Truvestments Capital LLC 0.00% Add +1.4% 75 $13K
Halbert Hargrove Global Advisors, LLC 0.00% No change 73 $13K
Founders Financial Alliance, LLC 0.00% No change 71 $12K
2UniFi Bank 0.01% No change 60 $11K
AllSquare Wealth Management LLC 0.01% No change 61 $11K
Sound Financial Strategies Group, LLC 0.01% No change 60 $10K
Cape Investment Advisory, Inc. 0.00% No change 60 $10K
DiNuzzo Private Wealth, Inc. 0.00% No change 60 $10K
PSI Advisors, LLC 0.00% New 56 $10K
BTG Pactual Asset Management US LLC 0.00% No change 54 $9K
IAG Wealth Partners, LLC 0.00% No change 50 $9K
NFSG Corp 0.00% Reduce -44.3% 49 $8K
Pin Oak Investment Advisors Inc. 0.01% Reduce -51.5% 48 $8K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 45 $8K
Pillar Financial Advisors, LLC 0.00% No change 36 $6K
HM Payson & Co. 0.00% New 35 $6K
Financial Network Wealth Advisors LLC 0.01% No change 26 $4K
Minot DeBlois Advisors LLC 0.00% No change 25 $4K
Wiser Advisor Group LLC 0.00% No change 18 $3K
Legacy Wealth Managment, LLC 0.00% No change 18 $3K
Cheviot Value Management, LLC 0.00% New 17 $3K
Independence Bank of Kentucky 0.00% No change 14 $2K
Ashton Thomas Securities, LLC 0.00% No change 12 $2K
SOA Wealth Advisors, LLC. 0.00% No change 10 $2K
Smallwood Wealth Investment Management, LLC 0.00% New 10 $2K
Heritage Wealth Advisors 0.00% New 8 $1K
Global Trust Asset Management, LLC 0.00% No change 8 $1K
Highline Wealth Partners LLC 0.00% No change 7 $1K
New Millennium Group LLC 0.00% No change 7 $1K
EPG Wealth Management LLC 0.00% No change 6 $1K
Central Pacific Bank - Trust Division 0.00% No change 6 $1K
Blue Bell Private Wealth Management, LLC 0.00% No change 5 $861
West Paces Advisors Inc. 0.00% No change 5 $861
Allspring Global Investments Holdings, LLC 0.00% Reduce -94.2% 4 $693
Financial Gravity Asset Management, Inc. 0.00% — 4 $689

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