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VUG Holdings Changes image
This page summarizes the VUG holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether VUG is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing VUG Share Count
JJJ Advisors Inc. 124 954 +830 +669.35%
Dakota Wealth Management 13,794 87,060 +73,266 +531.14%
ARK Investment Management LLC 97 595 +498 +513.40%
Godsey & Gibb Associates 50 234 +184 +368.00%
PFG Investments LLC 8,320 34,416 +26,096 +313.65%
Retirement Planning Group 13,306 49,868 +36,562 +274.78%
Oakworth Capital Inc. 955 3,498 +2,543 +266.28%
Strategic Advocates LLC 1,469 5,313 +3,844 +261.67%
CX Institutional 11,521 39,965 +28,444 +246.89%
Massmutual Trust Co. FSB ADV 188 485 +297 +157.98%
Veriti Management LLC 670 1,720 +1,050 +156.72%
Root Financial Partners LLC 785 1,923 +1,138 +144.97%
American National Bank 272 643 +371 +136.40%
Trust Co of the South 3,648 8,053 +4,405 +120.75%
Orser Capital Management LLC 5,536 12,157 +6,621 +119.60%
CIC Wealth LLC 1,069 2,181 +1,112 +104.02%
Diversified Trust Co 5,620 11,441 +5,821 +103.58%
Wetzel Investment Advisors Inc. 112 225 +113 +100.89%
Pallas Capital Advisors LLC 4,692 9,417 +4,725 +100.70%
Worth Asset Management LLC 16,017 31,891 +15,874 +99.11%
O Brien Wealth Partners LLC 13,473 26,740 +13,267 +98.47%
Cypress Financial Planning LLC 774 1,432 +658 +85.01%
Rise Advisors LLC 37,834 69,680 +31,846 +84.17%
Community Bank of Raymore 4,132 7,267 +3,135 +75.87%
Agate Pass Investment Management LLC 7,250 12,684 +5,434 +74.95%
First Citizens Bank & Trust Co. 2,241 3,834 +1,593 +71.08%
Sapient Capital LLC 4,168 7,122 +2,954 +70.87%
Founders Financial Securities LLC 16,754 27,757 +11,003 +65.67%
Welch Group LLC 1,302 2,104 +802 +61.60%
Outlook Wealth Advisors LLC 4,784 7,619 +2,835 +59.26%
Sutton Place Investors LLC 6,525 9,888 +3,363 +51.54%
Foster Group Inc. 755 1,119 +364 +48.21%
LaFleur & Godfrey LLC 1,724 2,529 +805 +46.69%
Guidance Capital Inc. 5,009 7,334 +2,325 +46.42%
Advocacy Wealth Management Services LLC 11,113 16,060 +4,947 +44.52%
Steele Capital Management Inc. 826 1,183 +357 +43.22%
Blue Bell Private Wealth Management LLC 147 206 +59 +40.14%
Main Street Financial Solutions LLC 4,897 6,783 +1,886 +38.51%
Capital Investment Advisors LLC 3,794 5,228 +1,434 +37.80%
Wiley BROS. Aintree Capital LLC 8,851 11,990 +3,139 +35.46%
Sound Income Strategies LLC 457 609 +152 +33.26%
FF Advisors LLC 8,338 11,064 +2,726 +32.69%
Lake Street Financial LLC 46,456 61,380 +14,924 +32.13%
Essex Financial Services Inc. 10,757 14,132 +3,375 +31.37%
Wealthfront Advisers LLC 44,851 58,857 +14,006 +31.23%
Level Financial Advisors Inc. 2,500 3,276 +776 +31.04%
Stockman Wealth Management Inc. 879 1,140 +261 +29.69%
Accel Wealth Management 2,371 3,031 +660 +27.84%
Oxinas Partners Wealth Management LLC 914 1,167 +253 +27.68%
McAlister Sweet & Associates Inc. 34,017 43,051 +9,034 +26.56%
Baker Boyer National Bank 7,408 9,365 +1,957 +26.42%
High Net Worth Advisory Group LLC 9,096 11,487 +2,391 +26.29%
Chapin Davis Inc. 2,060 2,599 +539 +26.17%
Kingswood Wealth Advisors LLC 2,327 2,933 +606 +26.04%
OneAscent Financial Services LLC 3,265 4,082 +817 +25.02%
Compass Ion Advisors LLC 5,217 6,519 +1,302 +24.96%
Apexium Financial LP 8,779 10,940 +2,161 +24.62%
Gradient Investments LLC 1,574 1,955 +381 +24.21%
Wedmont Private Capital 9,058 11,136 +2,078 +22.94%
NBC Securities Inc. 493 603 +110 +22.31%
WASHINGTON TRUST Co 1,659 2,029 +370 +22.30%
Synergy Financial Management LLC 2,577 3,146 +569 +22.08%
Amplius Wealth Advisors LLC 741 897 +156 +21.05%
McAdam LLC 5,498 6,634 +1,136 +20.66%
Atlas Capital Advisors LLC 492 592 +100 +20.33%
Farmers Trust Co. 2,050 2,466 +416 +20.29%
Sightline Wealth Advisors LLC 13,151 15,745 +2,594 +19.72%
Newbridge Financial Services Group Inc. 3,227 3,860 +633 +19.62%
Prairie Sky Financial Group LLC 669 799 +130 +19.43%
Advance Capital Management Inc. 7,235 8,605 +1,370 +18.94%
First PREMIER Bank 11,557 13,624 +2,067 +17.89%
CWM LLC 361,390 425,340 +63,950 +17.70%
Ironwood Financial llc 1,168 1,363 +195 +16.70%
Oak Harvest Investment Services 12,077 14,047 +1,970 +16.31%
Walkner Condon Financial Advisors LLC 5,655 6,575 +920 +16.27%
Simon Quick Advisors LLC 216,921 249,785 +32,864 +15.15%
Cooper Financial Group 2,702 3,097 +395 +14.62%
Trinity Financial Advisors LLC 3,184 3,636 +452 +14.20%
Mayfair Advisory Group LLC 19,760 22,508 +2,748 +13.91%
Ashton Thomas Private Wealth LLC 6,372 7,250 +878 +13.78%
Horizon Bancorp Inc. IN 24,016 27,323 +3,307 +13.77%
Ritholtz Wealth Management 12,425 14,132 +1,707 +13.74%
Soundmark Wealth Management LLC 779 879 +100 +12.84%
Capital Planning LLC 8,933 10,062 +1,129 +12.64%
Parsons Capital Management Inc. RI 6,877 7,728 +851 +12.37%
Fifth Third Wealth Advisors LLC 6,211 6,969 +758 +12.20%
Walker Asset Management LLC 1,051 1,176 +125 +11.89%
Means Investment CO. Inc. 1,592 1,781 +189 +11.87%
Allen Mooney & Barnes Investment Advisors LLC 1,708 1,902 +194 +11.36%
Safeguard Financial LLC 226,386 251,508 +25,122 +11.10%
Strategic Blueprint LLC 92,927 103,224 +10,297 +11.08%
GoalVest Advisory LLC 70,143 77,851 +7,708 +10.99%
Maryland Capital Advisors Inc. 383 425 +42 +10.97%
Platte River Wealth Advisors LLC 42,333 46,935 +4,602 +10.87%
Kaydan Wealth Management Inc. 4,444 4,927 +483 +10.87%
Halpern Financial Inc. 8,016 8,886 +870 +10.85%
Stablepoint Partners LLC 2,253 2,485 +232 +10.30%
Nikulski Financial Inc. 786 866 +80 +10.18%
Cedar Mountain Advisors LLC 1,990 2,188 +198 +9.95%
Confluence Wealth Services Inc. 949 1,042 +93 +9.80%
Annex Advisory Services LLC 2,074 2,275 +201 +9.69%
Acropolis Investment Management LLC 21,658 23,634 +1,976 +9.12%
Market Street Wealth Management Advisors LLC 48,186 52,544 +4,358 +9.04%
Stonegate Investment Group LLC 3,545 3,863 +318 +8.97%
Crane Advisory LLC 153,512 167,100 +13,588 +8.85%
Kathmere Capital Management LLC 24,551 26,721 +2,170 +8.84%
Coston McIsaac & Partners 602 655 +53 +8.80%
Kathleen S. Wright Associates Inc. 22,165 24,089 +1,924 +8.68%
West Paces Advisors Inc. 383 416 +33 +8.62%
Winthrop Advisory Group LLC 2,311 2,495 +184 +7.96%
Davis Capital Management 77 83 +6 +7.79%
Von Berge Wealth Management Group LLC 23,530 25,313 +1,783 +7.58%
WESPAC Advisors LLC 9,066 9,746 +680 +7.50%
Apeiron RIA LLC 7,788 8,361 +573 +7.36%
Mainsail Asset Management LLC 77,147 82,821 +5,674 +7.35%
Walden Wealth Partners LLC 11,595 12,403 +808 +6.97%
Ausdal Financial Partners Inc. 17,493 18,699 +1,206 +6.89%
WESPAC Advisors SoCal LLC 15,178 16,224 +1,046 +6.89%
Regions Financial Corp 19,185 20,500 +1,315 +6.85%
RDA Financial Network 1,756 1,874 +118 +6.72%
Signal Advisors Wealth LLC 20,598 21,981 +1,383 +6.71%
Sugarloaf Wealth Management LLC 3,334 3,540 +206 +6.18%
Main Line Retirement Advisors LLC 20,091 21,303 +1,212 +6.03%
Sandbox Financial Partners LLC 65,171 69,082 +3,911 +6.00%
Wealthcare Advisory Partners LLC 17,199 18,204 +1,005 +5.84%
Shepherd Financial Partners LLC 2,567 2,717 +150 +5.84%
SOL Capital Management CO 15,351 16,212 +861 +5.61%
Clarius Group LLC 32,375 34,175 +1,800 +5.56%
Francis Financial Inc. 46,254 48,819 +2,565 +5.55%
Capital Asset Advisory Services LLC 1,975 2,083 +108 +5.47%
CGC Financial Services LLC 1,975 2,083 +108 +5.47%
Private Capital Management LLC 3,138 3,308 +170 +5.42%
Grey Fox Wealth Advisors LLC 82,782 87,261 +4,479 +5.41%
Garrett Investment Advisors LLC 14,854 15,655 +801 +5.39%
Brown Miller Wealth Management LLC 2,254 2,368 +114 +5.06%
Breakwater Capital Group 2,717 2,849 +132 +4.86%
Anderson Hoagland & Co. 75,557 79,201 +3,644 +4.82%
Sovereign Financial Group Inc. 50,119 52,534 +2,415 +4.82%
Mustard Seed Financial LLC 14,600 15,278 +678 +4.64%
Everett Harris & Co. CA 56,833 59,305 +2,472 +4.35%
Golden Road Advisors LLC 98,301 102,540 +4,239 +4.31%
Cedrus LLC 33,476 34,900 +1,424 +4.25%
Scott Capital Advisors LLC 97,321 101,407 +4,086 +4.20%
Beese Fulmer Investment Management Inc. 1,685 1,755 +70 +4.15%
Moseley Investment Management Inc. 3,674 3,825 +151 +4.11%
Relyea Zuckerberg Hanson LLC 210,335 218,920 +8,585 +4.08%
180 Wealth Advisors LLC 2,409 2,507 +98 +4.07%
Madison Park Capital Advisors LLC 17,399 18,078 +679 +3.90%
Iron Horse Wealth Management LLC 1,294 1,344 +50 +3.86%
Security Financial Services INC. 12,141 12,610 +469 +3.86%
LongView Wealth Management 19,975 20,721 +746 +3.73%
Tenret Co LLC 48,290 50,027 +1,737 +3.60%
Strategic Investment Advisors MI 121,649 125,843 +4,194 +3.45%
Rainey & Randall Investment Management Inc. 930 962 +32 +3.44%
Fragasso Group Inc. 1,226 1,268 +42 +3.43%
WealthCare Investment Partners LLC 2,665 2,754 +89 +3.34%
Elevated Capital Advisors LLC 29,480 30,430 +950 +3.22%
City State Bank 5,734 5,916 +182 +3.17%
AF Advisors Inc. 1,635 1,685 +50 +3.06%
Southland Equity Partners LLC 11,413 11,747 +334 +2.93%
Evanson Asset Management LLC 5,752 5,915 +163 +2.83%
Greystone Financial Group LLC 11,750 12,075 +325 +2.77%
NorthCrest Asset Manangement LLC 2,598 2,670 +72 +2.77%
Clarity Capital Advisors LLC 8,579 8,815 +236 +2.75%
Romano Brothers AND Company 30,216 31,038 +822 +2.72%
Aua Capital Management LLC 4,734 4,859 +125 +2.64%
Cora Capital Advisors LLC 36,012 36,889 +877 +2.44%
Strategies Wealth Advisors LLC 297,929 305,112 +7,183 +2.41%
Stratos Wealth Partners LTD. 39,697 40,640 +943 +2.38%
Woodmont Investment Counsel LLC 373,297 381,789 +8,492 +2.27%
Register Financial Advisors LLC 17,136 17,523 +387 +2.26%
Grandview Asset Management LLC 7,710 7,882 +172 +2.23%
Wealth Effects LLC 5,596 5,720 +124 +2.22%
Dominguez Wealth Management Solutions Inc. 42,277 43,208 +931 +2.20%
Financial Security Advisor Inc. 826 844 +18 +2.18%
Cambridge Investment Research Advisors Inc. 424,470 433,603 +9,133 +2.15%
Rezny Wealth Management Inc. 260,739 266,257 +5,518 +2.12%
Lpwm LLC 2,735 2,792 +57 +2.08%
Affinity Capital Advisors LLC 115,524 117,893 +2,369 +2.05%
Chaney Capital Management Inc. 89,468 91,297 +1,829 +2.04%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 2,486 2,533 +47 +1.89%
Westside Investment Management Inc. 1,244 1,267 +23 +1.85%
Spire Wealth Management 16,391 16,694 +303 +1.85%
Cedar Brook Financial Partners LLC 4,639 4,722 +83 +1.79%
Newton One Investments LLC 55,061 56,045 +984 +1.79%
Aprio Wealth Management LLC 2,830 2,880 +50 +1.77%
Fifth Third Bancorp 232,981 237,070 +4,089 +1.76%
Compton Wealth Advisory Group LLC 7,877 8,014 +137 +1.74%
Inspirion Wealth Advisors LLC 124,406 126,498 +2,092 +1.68%
Capstone Wealth Management Group LLC 985 1,001 +16 +1.62%
Insight Wealth Strategies LLC 1,119 1,137 +18 +1.61%
OLD National Bancorp IN 2,427 2,465 +38 +1.57%
Prosperity Planning Inc. 45,147 45,855 +708 +1.57%
Channel Wealth LLC 1,588 1,613 +25 +1.57%
Bank of New Hampshire 2,563 2,603 +40 +1.56%
Bath Savings Trust Co 25,275 25,657 +382 +1.51%
Hubbell Strickland Wealth Management LLC 27,084 27,489 +405 +1.50%
Acorn Creek Capital LLC 63,507 64,457 +950 +1.50%
Marino Stram & Associates LLC 53,691 54,440 +749 +1.40%
N.E.W. Advisory Services LLC 26,707 27,076 +369 +1.38%
Principle Wealth Partners LLC 118,160 119,723 +1,563 +1.32%
SOA Wealth Advisors LLC. 11,040 11,186 +146 +1.32%
waypoint wealth counsel 1,065 1,079 +14 +1.31%
HF Advisory Group LLC 3,062 3,102 +40 +1.31%
Daymark Wealth Partners LLC 2,211 2,238 +27 +1.22%
Financial Management Network Inc. 1,130 1,142 +12 +1.06%
Edmonds Duncan Registered Investment Advisors LLC 22,765 23,000 +235 +1.03%
Harbor Investment Advisory LLC 27,538 27,816 +278 +1.01%
Hofer & Associates. Inc 25,625 25,876 +251 +0.98%
Raymond James Trust N.A. 23,009 23,223 +214 +0.93%
Stratos Wealth Advisors LLC 68,959 69,596 +637 +0.92%
Brookstone Capital Management 342,316 345,425 +3,109 +0.91%
Carret Asset Management LLC 2,225 2,245 +20 +0.90%
Chemistry Wealth Management LLC 1,442 1,455 +13 +0.90%
Fulton Bank N.A. 4,817 4,854 +37 +0.77%
Bristlecone Advisors LLC 35,220 35,489 +269 +0.76%
Rockwood Wealth Management LLC 6,586 6,631 +45 +0.68%
Lincoln Capital LLC 2,828 2,847 +19 +0.67%
Wesbanco Bank Inc. 2,709 2,726 +17 +0.63%
Financial Perspectives Inc 1,295 1,303 +8 +0.62%
RMR Wealth Builders 193,789 194,962 +1,173 +0.61%
Sunbelt Securities Inc. 5,292 5,323 +31 +0.59%
Sage Mountain Advisors LLC 10,817 10,875 +58 +0.54%
Cohen Klingenstein LLC 14,298 14,373 +75 +0.52%
Pasadena Private Wealth LLC 166,110 166,946 +836 +0.50%
Pachira Investments Inc. 1,226 1,232 +6 +0.49%
Aspire Private Capital LLC 60,477 60,775 +298 +0.49%
Gemmer Asset Management LLC 34,868 34,992 +124 +0.36%
Wolff Financial Management LLC 104,237 104,614 +377 +0.36%
Asset Dedication LLC 4,477 4,492 +15 +0.34%
FC Advisory LLC 40,783 40,923 +140 +0.34%
Warner Financial Inc. 64,616 64,837 +221 +0.34%
MCF Advisors LLC 29,966 30,056 +90 +0.30%
Cornell Pochily Investment Advisors Inc. 2,828 2,836 +8 +0.28%
DHJJ Financial Advisors Ltd. 1,197 1,200 +3 +0.25%
Bowman & Co S.C. 5,551 5,565 +14 +0.25%
Benin Management CORP 1,357 1,359 +2 +0.15%
Northwest Investment Counselors LLC 1,998 2,001 +3 +0.15%
Central Valley Advisors LLC 676 677 +1 +0.15%
Fingerlakes Wealth Management Inc. 2,204 2,207 +3 +0.14%
My Personal CFO LLC 691 692 +1 +0.14%
Investment Partners LTD. 748 749 +1 +0.13%
Iron Financial LLC 791 792 +1 +0.13%
Lane & Associates LLC 3,887 3,892 +5 +0.13%
Jeppson Wealth Management LLC 4,111 4,116 +5 +0.12%
Activest Wealth Management 803 804 +1 +0.12%
Moneywise Inc. 875 876 +1 +0.11%
Maltin Wealth Management Inc. 1,877 1,879 +2 +0.11%
IVC Wealth Advisors LLC 50,005 50,058 +53 +0.11%
Kohmann Bosshard Financial Services LLC 52,463 52,516 +53 +0.10%
D. B. Root & Company LLC 993 994 +1 +0.10%
Quad Cities Investment Group LLC 1,004 1,005 +1 +0.10%
tru Independence LLC 1,042 1,043 +1 +0.10%
Greenhouse Wealth Management LLC 5,136 5,141 +5 +0.10%
Cypress Wealth Services LLC 1,324 1,325 +1 +0.08%
Signature Securities Group Corporation 1,438 1,439 +1 +0.07%
Country Trust Bank 1,781 1,782 +1 +0.06%
Sandy Cove Advisors LLC 3,156 3,158 +2 +0.06%
Windsor Capital Management LLC 2,029 2,030 +1 +0.05%
IFG Advisors LLC 2,144 2,145 +1 +0.05%
Powell Investment Advisors LLC 4,394 4,396 +2 +0.05%
Claro Advisors LLC 2,599 2,600 +1 +0.04%
Next Level Private LLC 3,783 3,784 +1 +0.03%
Summit Investment Advisory Services LLC 6,304 6,306 +2 +0.03%
13F Filers Reporting New Positions In VUG
First Hawaiian Bank 0 593 +593 +100%
NBT Bank N A NY 0 88 +88 +100%
Tompkins Financial Corp 0 154 +154 +100%
Courier Capital LLC 0 662 +662 +100%
Cumberland Advisors Inc. 0 8,330 +8,330 +100%
Eastover Investment Advisors LLC 0 605 +605 +100%
BSW Wealth Partners 0 640 +640 +100%
Community Financial Services Group LLC 0 656 +656 +100%
Financial Management Professionals Inc. 0 248 +248 +100%
Silver Lake Advisory LLC 0 836 +836 +100%
BTC Capital Management Inc. 0 36,312 +36,312 +100%
Foresight Capital Management Advisors Inc. 0 627 +627 +100%
Home Federal Bank of Tennessee 0 609 +609 +100%
Transform Wealth LLC 0 1,084 +1,084 +100%
Columbus Macro LLC 0 598 +598 +100%
Chicago Capital LLC 0 7,454 +7,454 +100%
Weaver Consulting Group 0 634 +634 +100%
Lloyd Advisory Services LLC. 0 7,249 +7,249 +100%
Total Clarity Wealth Management Inc. 0 667 +667 +100%
Tempus Wealth Planning LLC 0 582 +582 +100%
Legacy Financial Group LLC 0 6,173 +6,173 +100%
Opal Wealth Advisors LLC 0 191 +191 +100%
Taylor & Morgan Wealth Management LLC 0 608 +608 +100%
OneAscent Wealth Management LLC 0 581 +581 +100%
Legacy Wealth Asset Management LLC 0 702 +702 +100%
Strategic Financial Concepts LLC 0 13,646 +13,646 +100%
SJS Investment Consulting Inc. 0 467 +467 +100%
DGS Capital Management LLC 0 630 +630 +100%
New Perspectives Inc 0 1,819 +1,819 +100%
O ROURKE & COMPANY Inc 0 584 +584 +100%
Simplicity Wealth LLC 0 22,782 +22,782 +100%
jvl associates llc 0 1,089 +1,089 +100%
Wallace Advisory Group LLC 0 1,840 +1,840 +100%
Global Assets Advisory LLC 0 111,543 +111,543 +100%
Western Financial Corp CA 0 594 +594 +100%
Melfa Wealth Management LLC 0 770 +770 +100%
Financial Partners Group LLC 0 1,000 +1,000 +100%
Christopher J. Hasenberg Inc 0 1 +1 +100%
Peoples Bank KS 0 22 +22 +100%
Traveka Wealth LLC 0 676 +676 +100%
Priebe Wealth Holdings LLC 0 633 +633 +100%
Focus Financial Network Inc. 0 11,941 +11,941 +100%
Edge Financial Advisors LLC 0 8,911 +8,911 +100%
Duncan Williams Asset Management LLC 0 69,073 +69,073 +100%
Foguth Wealth Management LLC. 0 14,171 +14,171 +100%
Cascade Wealth Advisors Inc 0 19,777 +19,777 +100%
13F Filers With Unchanged Share Count
Rowland & Co. Investment Counsel ADV 1,475 1,475 UNCH 0.00%
First Financialcorp IN 348 348 UNCH 0.00%
City Holding Co. 186 186 UNCH 0.00%
Valley National Advisers Inc. 2,713 2,713 UNCH 0.00%
Park National Corp OH 4,414 4,414 UNCH 0.00%
First National Corp MA ADV 834 834 UNCH 0.00%
Country Club Bank GFN 4,177 4,177 UNCH 0.00%
Stewart & Patten Co. LLC 1,618 1,618 UNCH 0.00%
Salem Investment Counselors Inc. 5,567 5,567 UNCH 0.00%
Guyasuta Investment Advisors Inc. 3,680 3,680 UNCH 0.00%
Matrix Asset Advisors Inc. NY 3,049 3,049 UNCH 0.00%
Duncker Streett & Co. Inc. 420 420 UNCH 0.00%
Baldwin Brothers Inc. MA 93 93 UNCH 0.00%
Arvest Investments Inc. 98 98 UNCH 0.00%
Adirondack Trust Co. 4,397 4,397 UNCH 0.00%
Albion Financial Group UT 652 652 UNCH 0.00%
Peoples Financial Services CORP. 1,720 1,720 UNCH 0.00%
Webster Bank N. A. 558 558 UNCH 0.00%
Proffitt & Goodson Inc. 1,489 1,489 UNCH 0.00%
Trust Co. of Virginia VA 1,305 1,305 UNCH 0.00%
WBH Advisory Inc. 2,936 2,936 UNCH 0.00%
Farmers & Merchants Investments Inc. 2,921 2,921 UNCH 0.00%
Thompson Investment Management Inc. 50 50 UNCH 0.00%
Phillips Financial Management LLC 643 643 UNCH 0.00%
Bangor Savings Bank 378 378 UNCH 0.00%
Indiana Trust & Investment Management CO 2,197 2,197 UNCH 0.00%
Ballentine Partners LLC 4,915 4,915 UNCH 0.00%
Morris Financial Concepts Inc. 25 25 UNCH 0.00%
West Oak Capital LLC 1,048 1,048 UNCH 0.00%
Bank of Stockton 885 885 UNCH 0.00%
Hanson & Doremus Investment Management 4,842 4,842 UNCH 0.00%
Asset Allocation & Management Company LLC 12,189 12,189 UNCH 0.00%
Perkins Coie Trust Co 991 991 UNCH 0.00%
Boston Trust Walden Corp 3,334 3,334 UNCH 0.00%
Segment Wealth Management LLC 25,926 25,926 UNCH 0.00%
Bouchey Financial Group Ltd 2,491 2,491 UNCH 0.00%
LBJ Family Wealth Advisors Ltd. 720 720 UNCH 0.00%
Tradewinds Capital Management LLC 150 150 UNCH 0.00%
Patten Group Inc. 744 744 UNCH 0.00%
MV Capital Management Inc. 5,175 5,175 UNCH 0.00%
Canal Capital Management LLC 740 740 UNCH 0.00%
Nicholas Hoffman & Company LLC. 4,407 4,407 UNCH 0.00%
First Bank & Trust 776 776 UNCH 0.00%
GenTrust LLC 1,977 1,977 UNCH 0.00%
Summit Trail Advisors LLC 6,067 6,067 UNCH 0.00%
Founders Capital Management 324 324 UNCH 0.00%
Bfsg LLC 42 42 UNCH 0.00%
One Wealth Advisors LLC 2,058 2,058 UNCH 0.00%
Global Trust Asset Management LLC 7 7 UNCH 0.00%
Carmichael Hill & Associates Inc. 2,602 2,602 UNCH 0.00%
Northwest Capital Management Inc 3,909 3,909 UNCH 0.00%
Luken Investment Analytics LLC 200 200 UNCH 0.00%
Solstein Capital LLC 849 849 UNCH 0.00%
Divergent Planning LLC 790 790 UNCH 0.00%
Stony Point Wealth Management Inc. 678 678 UNCH 0.00%
G&S Capital LLC 1,174 1,174 UNCH 0.00%
Waller Financial Planning Group Inc. 2,002 2,002 UNCH 0.00%
Avondale Wealth Management 133 133 UNCH 0.00%
Elwood & Goetz Wealth Advisory Group LLC 1,827 1,827 UNCH 0.00%
Lantz Financial LLC 3,444 3,444 UNCH 0.00%
Hillcrest Wealth Advisors NY LLC 10,300 10,300 UNCH 0.00%
Clarity Wealth Advisors LLC 1,163 1,163 UNCH 0.00%
Patriot Investment Management Inc. 3,177 3,177 UNCH 0.00%
Bremer Bank National Association 2,597 2,597 UNCH 0.00%
MBE Wealth Management LLC 1,261 1,261 UNCH 0.00%
Legend Financial Advisors Inc. 71 71 UNCH 0.00%
Red Door Wealth Management LLC 1,164 1,164 UNCH 0.00%
HBW Advisory Services LLC 3,591 3,591 UNCH 0.00%
BCS Wealth Management 8,116 8,116 UNCH 0.00%
Detalus Advisors LLC 3,071 3,071 UNCH 0.00%
Sunburst Financial Group LLC 6,112 6,112 UNCH 0.00%
Atlas Private Wealth Management 648 648 UNCH 0.00%
S.A. Mason LLC 1,901 1,901 UNCH 0.00%
Steel Peak Wealth Management LLC 2,524 2,524 UNCH 0.00%
Lion Street Advisors LLC 6,510 6,510 UNCH 0.00%
Flower City Capital 1,724 1,724 UNCH 0.00%
Rosenberg Matthew Hamilton 17 17 UNCH 0.00%
Wolff Wiese Magana LLC 287 287 UNCH 0.00%
Laurel Wealth Planning LLC 946 946 UNCH 0.00%
TriaGen Wealth Management LLC 1,116 1,116 UNCH 0.00%
FOCUS Wealth Advisors LLC 852 852 UNCH 0.00%
Lifestyle Asset Management Inc. 647 647 UNCH 0.00%
Boyd Wealth Management LLC 4,451 4,451 UNCH 0.00%
Clarity Financial LLC 1,881 1,881 UNCH 0.00%
Keystone Wealth Services LLC 798 798 UNCH 0.00%
Allspring Global Investments Holdings LLC 87 87 UNCH 0.00%
Buttonwood Financial Advisors Inc. 1,130 1,130 UNCH 0.00%
DBK Financial Counsel LLC 738 738 UNCH 0.00%
Viewpoint Capital Management LLC 1,403 1,403 UNCH 0.00%
Zullo Investment Group Inc. 1,060 1,060 UNCH 0.00%
Sinecera Capital LLC 761 761 UNCH 0.00%
Morton Brown Family Wealth LLC 143 143 UNCH 0.00%
Marion Wealth Management 2,825 2,825 UNCH 0.00%
Byrne Asset Management LLC 10 10 UNCH 0.00%
Family CFO Inc 11,075 11,075 UNCH 0.00%
Oak Harbor Wealth Partners LLC 195 195 UNCH 0.00%
Mason & Associates Inc 1,203 1,203 UNCH 0.00%
Greenspring Advisors LLC 900 900 UNCH 0.00%
Armstrong Advisory Group Inc. 1,431 1,431 UNCH 0.00%
Pacific Sage Partners LLC 998 998 UNCH 0.00%
Signature Resources Capital Management LLC 1,232 1,232 UNCH 0.00%
Financial Freedom LLC 822 822 UNCH 0.00%
Tanglewood Legacy Advisors LLC 2,335 2,335 UNCH 0.00%
Compass Wealth Management LLC 103 103 UNCH 0.00%
Petra Financial Advisors Inc. 2,217 2,217 UNCH 0.00%
North Ridge Wealth Advisors Inc. 4,287 4,287 UNCH 0.00%
Landmark Wealth Management Inc. 1,432 1,432 UNCH 0.00%
Altiora Financial Group LLC 10,530 10,530 UNCH 0.00%
Myecfo LLC 2,236 2,236 UNCH 0.00%
Financiere des Professionnels Fonds d investissement inc. 100 100 UNCH 0.00%
Arlington Trust Co LLC 9 9 UNCH 0.00%
Wynn Capital LLC 1,138 1,138 UNCH 0.00%
Transcendent Capital Group LLC 24 24 UNCH 0.00%
13F Filers Decreasing VUG Share Count
Octavia Wealth Advisors LLC 58,217 3,515 -54,702 -93.96%
EWG Elevate Inc. 7,937 788 -7,149 -90.07%
Coastal Investment Advisors Inc. 6,464 1,147 -5,317 -82.26%
Advisor Resource Council 6,992 1,363 -5,629 -80.51%
Henrickson Nauta Wealth Advisors Inc. 1,770 626 -1,144 -64.63%
Portside Wealth Group LLC 2,271 894 -1,377 -60.63%
Moisand Fitzgerald Tamayo LLC 159 70 -89 -55.97%
Tennessee Valley Asset Management Partners 1,770 791 -979 -55.31%
Atwood & Palmer Inc. 895 460 -435 -48.60%
Carlson Capital Management 2,426 1,297 -1,129 -46.54%
Falcon Wealth Planning 102,497 59,620 -42,877 -41.83%
Alpha Cubed Investments LLC 6,020 3,522 -2,498 -41.50%
MPS Loria Financial Planners LLC 1,151 703 -448 -38.92%
Verum Partners LLC 1,070 664 -406 -37.94%
Lowe Wealth Advisors LLC 661 411 -250 -37.82%
Vicus Capital 27,289 17,173 -10,116 -37.07%
Fiduciary Alliance LLC 1,292 819 -473 -36.61%
SeaCrest Wealth Management LLC 8,723 5,562 -3,161 -36.24%
Occidental Asset Management LLC 8,430 5,588 -2,842 -33.71%
Bridgewealth Advisory Group LLC 3,754 2,570 -1,184 -31.54%
AdvisorNet Financial Inc 52,510 35,955 -16,555 -31.53%
Eagle Strategies LLC 17,909 12,422 -5,487 -30.64%
Security National Bank 645 450 -195 -30.23%
Round Rock Advisors LLC 2,896 2,022 -874 -30.18%
Annapolis Financial Services LLC 144 103 -41 -28.47%
Global Wealth Strategies & Associates 267 196 -71 -26.59%
Brown Advisory Inc. 69,648 52,050 -17,598 -25.27%
Skyline Advisors Inc. 1,066 824 -242 -22.70%
Heartwood Wealth Advisors LLC 62,015 48,744 -13,271 -21.40%
Colton Groome Financial Advisors LLC 1,319 1,055 -264 -20.02%
Financial Advisory Partners LLC 88,925 73,191 -15,734 -17.69%
Everpar Advisors LLC 1,443 1,193 -250 -17.33%
Beacon Financial Planning Inc. 1,045 864 -181 -17.32%
Monumental Financial Group Inc. 1,440 1,200 -240 -16.67%
Denver Wealth Management Inc. 1,907 1,606 -301 -15.78%
Collective Family Office LLC 3,146 2,650 -496 -15.77%
Hilltop Wealth Advisors LLC 2,806 2,381 -425 -15.15%
Tyche Wealth Partners LLC 1,282 1,094 -188 -14.66%
Kovack Advisors Inc. 19,901 17,219 -2,682 -13.48%
Allred Capital Management LLC 1,519 1,317 -202 -13.30%
RTD Financial Advisors Inc. 4,180 3,643 -537 -12.85%
Park Place Capital Corp 1,885 1,643 -242 -12.84%
Mcdonald Partners LLC 750 654 -96 -12.80%
BancFirst Trust & Investment Management 1,214 1,059 -155 -12.77%
RWM Asset Management LLC 51,690 45,156 -6,534 -12.64%
Bay Harbor Wealth Management LLC 69,536 60,862 -8,674 -12.47%
Morton Capital Management LLC CA 1,732 1,517 -215 -12.41%
Traynor Capital Management Inc. 1,877 1,645 -232 -12.36%
Cyndeo Wealth Partners LLC 38,191 33,515 -4,676 -12.24%
Whitaker Myers Wealth Managers LTD. 5,941 5,215 -726 -12.22%
Spectrum Asset Management Inc. NB CA 9,019 7,919 -1,100 -12.20%
Sharper & Granite LLC 1,650 1,450 -200 -12.12%
West Financial Advisors LLC 5,793 5,105 -688 -11.88%
Versant Capital Management Inc 113 100 -13 -11.50%
Mezzasalma Advisors LLC 1,077 957 -120 -11.14%
Willis Johnson & Associates Inc. 21,502 19,210 -2,292 -10.66%
Toews Corp ADV 1,617 1,445 -172 -10.64%
Ferguson Wellman Capital Management Inc. 4,048 3,630 -418 -10.33%
Financial Synergies Wealth Advisors Inc. 277,614 249,372 -28,242 -10.17%
Private Trust Co. NA 3,996 3,600 -396 -9.91%
Halbert Hargrove Global Advisors LLC 1,333 1,204 -129 -9.68%
Park Avenue Securities LLC 15,688 14,202 -1,486 -9.47%
Hexagon Capital Partners LLC 18,936 17,165 -1,771 -9.35%
Precedent Wealth Partners LLC 1,107 1,006 -101 -9.12%
LVW Advisors LLC 89,564 81,392 -8,172 -9.12%
Noble Family Wealth LLC 64,994 59,197 -5,797 -8.92%
Bay Rivers Group 13,995 12,766 -1,229 -8.78%
Trust Co 205,071 187,508 -17,563 -8.56%
CRA Financial Services LLC 4,329 3,959 -370 -8.55%
RFG Advisory LLC 44,575 40,845 -3,730 -8.37%
Harbor Group Inc. 3,937 3,608 -329 -8.36%
Pacifica Partners Inc. 1,201 1,102 -99 -8.24%
Richardson Capital Management LLC 422 388 -34 -8.06%
Appleton Partners Inc. MA 928 854 -74 -7.97%
MGO Private Wealth LLC 20,922 19,376 -1,546 -7.39%
TrueWealth Advisors LLC 2,736 2,534 -202 -7.38%
MJP Associates Inc. ADV 7,399 6,853 -546 -7.38%
Abacus Wealth Partners LLC 1,085 1,005 -80 -7.37%
Thomasville National Bank 2,821 2,618 -203 -7.20%
TAP Consulting LLC 5,349 4,973 -376 -7.03%
RHS Financial LLC 3,195 2,975 -220 -6.89%
Legacy Private Trust Co. 1,104 1,029 -75 -6.79%
McNamara Financial Services Inc. 2,928 2,730 -198 -6.76%
Canvas Wealth Advisors LLC 9,634 8,996 -638 -6.62%
PSI Advisors LLC 16 15 -1 -6.25%
Smith & Howard Wealth Management LLC 29,457 27,703 -1,754 -5.95%
Burkett Financial Services LLC 2,389 2,251 -138 -5.78%
Flagship Harbor Advisors LLC 37,450 35,288 -2,162 -5.77%
Hengehold Capital Management LLC 16,270 15,368 -902 -5.54%
Hart & Patterson Financial Group LLC 10,891 10,293 -598 -5.49%
Arthur M. Cohen & Associates LLC 1,277 1,207 -70 -5.48%
ST Germain D J Co. Inc. 8,648 8,175 -473 -5.47%
Capasso Planning Partners LLC 1,067 1,009 -58 -5.44%
Procyon Private Wealth Partners LLC 70,301 66,508 -3,793 -5.40%
Clarus Wealth Advisors 15,175 14,365 -810 -5.34%
Dynamic Advisor Solutions LLC 16,797 15,905 -892 -5.31%
Capital Wealth Management LLC 76,548 72,497 -4,051 -5.29%
GenWealth Group Inc. 94,168 89,229 -4,939 -5.24%
John W. Brooker & Co. CPAs 1,362 1,292 -70 -5.14%
Parker Financial LLC 82,161 77,946 -4,215 -5.13%
Kwmg LLC 12,679 12,033 -646 -5.10%
Hoxton Planning & Management LLC 3,680 3,495 -185 -5.03%
Wealth Management Partners LLC 2,089 1,984 -105 -5.03%
RVW Wealth LLC 3,720 3,536 -184 -4.95%
Mechanics Bank Trust Department 43,651 41,555 -2,096 -4.80%
Physician Wealth Solutions Inc. 669 637 -32 -4.78%
Donaldson Capital Management LLC 14,450 13,788 -662 -4.58%
Atlantic Union Bankshares Corp 2,118 2,023 -95 -4.49%
Pure Financial Advisors Inc. 2,883 2,756 -127 -4.41%
Thrive Wealth Management LLC 32,330 30,912 -1,418 -4.39%
APCM Wealth Management for Individuals 2,587 2,476 -111 -4.29%
Archford Capital Strategies LLC 102,684 98,348 -4,336 -4.22%
Total Wealth Planning LLC 150,115 143,810 -6,305 -4.20%
StoneCrest Wealth Management Inc. 797 764 -33 -4.14%
International Assets Investment Management LLC 7,352 7,051 -301 -4.09%
Alpha Omega Wealth Management LLC 3,301 3,166 -135 -4.09%
Leonard Rickey Investment Advisors P.L.L.C. 37,546 36,053 -1,493 -3.98%
Corrigan Financial Inc. 207,496 199,355 -8,141 -3.92%
Dentgroup LLC 20,974 20,152 -822 -3.92%
Fort Pitt Capital Group LLC 3,345 3,216 -129 -3.86%
Keel Point LLC 3,824 3,681 -143 -3.74%
Grimes & Company Inc. 138,665 133,481 -5,184 -3.74%
Apella Capital LLC 2,229 2,146 -83 -3.72%
Zhang Financial LLC 10,488 10,106 -382 -3.64%
TL Private Wealth 126,400 121,828 -4,572 -3.62%
Calton & Associates Inc. 18,006 17,361 -645 -3.58%
Summit Financial LLC 184,633 178,085 -6,548 -3.55%
Enterprise Bank & Trust Co 855 825 -30 -3.51%
SNS Financial Group LLC 28,067 27,094 -973 -3.47%
Busey Wealth Management 5,173 4,994 -179 -3.46%
Aurum Wealth Management Group LLC 22,857 22,083 -774 -3.39%
Nations Financial Group Inc. IA ADV 32,627 31,534 -1,093 -3.35%
Towneley Capital Management Inc DE 68,121 65,845 -2,276 -3.34%
Fundamentun LLC 63,233 61,135 -2,098 -3.32%
Strata Wealth Advisors LLC 143,096 138,390 -4,706 -3.29%
TruWealth Advisors LLC 2,037 1,970 -67 -3.29%
Signet Financial Management LLC 52,404 50,681 -1,723 -3.29%
Wells Trecaso Financial Group LLC 1,099 1,064 -35 -3.18%
Orgel Wealth Management LLC 2,000 1,938 -62 -3.10%
Barrett & Company Inc. 13,402 12,989 -413 -3.08%
Congress Wealth Management LLC DE 29,055 28,165 -890 -3.06%
Evolution Wealth Advisors LLC 2,455 2,380 -75 -3.05%
McCarthy Grittinger Financial Group LLC 6,322 6,130 -192 -3.04%
IAG Wealth Partners LLC 51,096 49,543 -1,553 -3.04%
Trilogy Capital Inc. 5,246 5,087 -159 -3.03%
Caldwell Sutter Capital Inc. 3,233 3,136 -97 -3.00%
First National Bank 1,951 1,893 -58 -2.97%
Navalign LLC 2,517 2,445 -72 -2.86%
Miracle Mile Advisors LLC 11,685 11,352 -333 -2.85%
Blue Zone Wealth Advisors LLC 6,722 6,532 -190 -2.83%
Global Retirement Partners LLC 61,193 59,467 -1,726 -2.82%
Yoder Wealth Management Inc. 21,872 21,258 -614 -2.81%
Truefg LLC 5,857 5,693 -164 -2.80%
Disciplined Investments LLC 18,444 17,934 -510 -2.77%
Pinnacle Bank 5,634 5,485 -149 -2.64%
Congress Asset Management Co. MA 1,676 1,632 -44 -2.63%
DLK Investment Management LLC 1,825 1,780 -45 -2.47%
Well Done LLC 1,601 1,562 -39 -2.44%
Cornerstone Wealth Management LLC 24,941 24,360 -581 -2.33%
Bromfield Sneider Wealth Advisors 93,208 91,046 -2,162 -2.32%
Berger Financial Group Inc 31,585 30,852 -733 -2.32%
Cohen Investment Advisors LLC 2,831 2,766 -65 -2.30%
Charter Oak Capital Management LLC 10,047 9,816 -231 -2.30%
BKM Wealth Management LLC 5,291 5,171 -120 -2.27%
Integrity Wealth Solutions LLC 28,209 27,574 -635 -2.25%
MKT Advisors LLC 1,821 1,780 -41 -2.25%
Cornerstone Wealth Advisors Inc. 96,450 94,278 -2,172 -2.25%
Intergy Private Wealth LLC 22,560 22,059 -501 -2.22%
Krilogy Financial LLC 27,913 27,304 -609 -2.18%
Mountain Capital Investment Advisors Inc 246,496 241,354 -5,142 -2.09%
Catalyst Private Wealth LLC 13,596 13,332 -264 -1.94%
Raymond James & Associates 953,899 935,700 -18,199 -1.91%
Stephens Consulting LLC 5,136 5,040 -96 -1.87%
Safir Wealth Advisors LLC 37,711 37,005 -706 -1.87%
Gradient Capital Advisors LLC 11,217 11,008 -209 -1.86%
Covenant Asset Management LLC 5,064 4,970 -94 -1.86%
Wealthstar Advisors LLC 1,642 1,612 -30 -1.83%
Planning Alternatives Ltd. ADV 41,280 40,533 -747 -1.81%
Private Ocean LLC 1,629 1,600 -29 -1.78%
Papp L Roy & Associates 7,565 7,431 -134 -1.77%
Triangle Securities Wealth Management 5,337 5,245 -92 -1.72%
Milestone Asset Management LLC 787 774 -13 -1.65%
Tsfg LLC 2,674 2,630 -44 -1.65%
Fifth Third Securities Inc. 73,100 71,910 -1,190 -1.63%
Compass Financial Group INC SD 9,305 9,156 -149 -1.60%
Venturi Wealth Management LLC 348,572 343,044 -5,528 -1.59%
Revolve Wealth Partners LLC 13,783 13,565 -218 -1.58%
Helen Stephens Group LLC 10,250 10,096 -154 -1.50%
Norris Perne & French LLP MI 13,727 13,523 -204 -1.49%
Spinnaker Investment Group LLC 5,714 5,630 -84 -1.47%
Wind River Trust Co 21,017 20,723 -294 -1.40%
Eclectic Associates Inc. ADV 7,646 7,540 -106 -1.39%
ADE LLC 6,901 6,806 -95 -1.38%
Atticus Wealth Management LLC 735 725 -10 -1.36%
Twele Capital Management Inc. 1,615 1,594 -21 -1.30%
Galvin Gaustad & Stein LLC 1,173 1,158 -15 -1.28%
Single Point Partners LLC 1,961 1,936 -25 -1.27%
Cranbrook Wealth Management LLC 29,996 29,633 -363 -1.21%
Avenue 1 Advisors LLC 55,617 54,978 -639 -1.15%
Harbour Capital Advisors LLC 5,054 4,996 -58 -1.15%
Montecito Bank & Trust 915 905 -10 -1.09%
Financial Life Advisors 28,296 28,022 -274 -0.97%
Valeo Financial Advisors LLC 13,143 13,015 -128 -0.97%
BKD Wealth Advisors LLC 64,272 63,659 -613 -0.95%
Opinicus Capital Inc. 11,432 11,329 -103 -0.90%
Hurlow Wealth Management Group Inc. 34,683 34,381 -302 -0.87%
Aspiriant LLC 10,948 10,854 -94 -0.86%
Towerpoint Wealth LLC 72,004 71,393 -611 -0.85%
Allen Capital Group LLC 1,335 1,324 -11 -0.82%
KMG Fiduciary Partners LLC 8,129 8,064 -65 -0.80%
Independence Bank of Kentucky 1,668 1,655 -13 -0.78%
Austin Private Wealth LLC 937 930 -7 -0.75%
Muirfield Wealth Advisors LLC 13,708 13,607 -101 -0.74%
Pathway Financial Advisors LLC 124,088 123,170 -918 -0.74%
Monticello Wealth Management LLC 9,303 9,238 -65 -0.70%
Prospect Financial Services LLC 7,943 7,889 -54 -0.68%
First International Bank & Trust 2,221 2,206 -15 -0.68%
Norwood Financial Corp 9,664 9,600 -64 -0.66%
Ellsworth Advisors LLC 1,555 1,545 -10 -0.64%
Benchmark Wealth Management LLC 101,971 101,364 -607 -0.60%
Ellis Investment Partners LLC 68,670 68,271 -399 -0.58%
Mather Group LLC. 572,484 569,266 -3,218 -0.56%
Accurate Wealth Management LLC 8,331 8,287 -44 -0.53%
West Coast Financial LLC 954 949 -5 -0.52%
Gleason Group Inc. 105,309 104,858 -451 -0.43%
Stephens Group Asset Management LLC 343,761 342,399 -1,362 -0.40%
Abacus Planning Group Inc. 759 756 -3 -0.40%
Panoramic Investment Advisors LLC 5,143 5,123 -20 -0.39%
Leavell Investment Management Inc. 11,470 11,430 -40 -0.35%
ERn Financial LLC 22,722 22,645 -77 -0.34%
GSG Advisors LLC 9,701 9,669 -32 -0.33%
Wealth Alliance Advisory Group LLC 45,445 45,307 -138 -0.30%
Shira Ridge Wealth Management 1,805 1,800 -5 -0.28%
Brickley Wealth Management 116,987 116,673 -314 -0.27%
GAMMA Investing LLC 1,901 1,896 -5 -0.26%
Wealth Enhancement Advisory Services LLC 499,187 498,011 -1,176 -0.24%
Axiom Advisory LLC 102,637 102,405 -232 -0.23%
DeDora Capital Inc. 75,070 74,904 -166 -0.22%
Raymond James Financial Services Advisors Inc. 1,338,095 1,335,391 -2,704 -0.20%
Defined Wealth Management LLC 18,838 18,805 -33 -0.18%
Capital Advisors Wealth Management LLC 1,330 1,328 -2 -0.15%
CVA Family Office LLC 3,152 3,148 -4 -0.13%
MBM Wealth Consultants LLC 113,703 113,559 -144 -0.13%
First Pacific Financial 63,718 63,644 -74 -0.12%
American Institute for Advanced Investment Management LLP 6,218 6,211 -7 -0.11%
CENTRAL TRUST Co 283,336 283,011 -325 -0.11%
McMahon Financial Advisors LLC 1,014 1,013 -1 -0.10%
Leeward Financial Partners LLC 36,877 36,844 -33 -0.09%
Patton Albertson Miller Group LLC 2,283 2,281 -2 -0.09%
First National Bank Sioux Falls 3,478 3,475 -3 -0.09%
McLean Asset Management Corp 2,151 2,150 -1 -0.05%
Northstar Group Inc. 16,676 16,667 -9 -0.05%
Capital Advisors Ltd. LLC 31,100 31,095 -5 -0.02%
13F Filers Exiting VUG
Exchange Bank 728 0 -728 -100.00%
Schoolcraft Capital LLC 852 0 -852 -100.00%
McGlone Suttner Wealth Management Inc. 401 0 -401 -100.00%
James J. Burns & Company LLC 666 0 -666 -100.00%
Upper Left Wealth Management LLC 1,593 0 -1,593 -100.00%
Win Advisors Inc. 1,311 0 -1,311 -100.00%
Independent Wealth Network Inc. 4,613 0 -4,613 -100.00%
Revisor Wealth Management LLC 782 0 -782 -100.00%
Koss Olinger Consulting LLC 705 0 -705 -100.00%
Sterling Group Wealth Management LLC 985 0 -985 -100.00%
Weitzel Financial Services Inc. 911 0 -911 -100.00%
BNC Wealth Management LLC 2,197 0 -2,197 -100.00%
Praetorian Wealth Management Inc. 934 0 -934 -100.00%
Capital Market Strategies LLC 697 0 -697 -100.00%
Charles Schwab Trust Co 664 0 -664 -100.00%
Carolina Wealth Advisors LLC 4 0 -4 -100.00%
Curated Wealth Partners LLC 809 0 -809 -100.00%
Manning & Napier Group LLC 749 0 -749 -100.00%
WoodTrust Financial Corp 8,367 0 -8,367 -100.00%
Arlington Financial Advisors LLC 1,382 0 -1,382 -100.00%
Roble Belko & Company Inc 30 0 -30 -100.00%
Teamwork Financial Advisors LLC 677 0 -677 -100.00%
SMI Advisory Services LLC 808 0 -808 -100.00%
Wiser Wealth Management Inc 736 0 -736 -100.00%
Contravisory Investment Management Inc. 36 0 -36 -100.00%
Fidelity D & D Bancorp Inc. 1,125 0 -1,125 -100.00%
Bourgeon Capital Management LLC 93 0 -93 -100.00%
M&R Capital Management Inc. 16 0 -16 -100.00%

See Summary: Institutional Holders of VUG
See Details: Top 10 Hedge Funds Holding VUG

VUG Holdings Changes | www.HoldingsChannel.com

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