VANGUARD WORLD FD shareholder history

Current and past VANGUARD WORLD FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.02%0.03%Q3 2018Q3 202321
ROYAL BANK OF CANADA 21210.00%0.01%0.01%Q3 2018Q3 202321
VANGUARD GROUP INC 21210.00%0.01%0.02%Q3 2018Q3 202321
MORGAN STANLEY 21210.00%0.00%0.01%Q3 2018Q3 202321
Boston Standard Wealth Management, LLC 20200.86%1.50%1.91%Q1 2019Q4 202320
COMMONWEALTH EQUITY SERVICES, LLC 20200.00%0.02%0.03%Q4 2018Q3 202320
Creative Planning 20200.01%0.07%0.12%Q4 2018Q3 202320
J.P. Morgan Private Wealth Advisors LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 20200.05%0.63%1.32%Q4 2018Q3 202320
D.A. DAVIDSON & CO. 20200.02%0.03%0.05%Q4 2018Q3 202320
EQUITABLE TRUST CO 20200.16%0.29%0.52%Q4 2018Q3 202320
BANK OF AMERICA CORP /DE/ 20200.00%0.00%0.01%Q4 2018Q3 202320
PNC FINANCIAL SERVICES GROUP, INC. 19190.00%0.00%0.00%Q1 2019Q3 202319
UBS Group AG 19190.00%0.01%0.01%Q1 2019Q3 202319
Valeo Financial Advisors, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
BLAIR WILLIAM & CO/IL 19190.00%0.01%0.01%Q1 2019Q3 202319
RWA WEALTH PARTNERS, LLC 19190.02%0.33%0.69%Q1 2019Q3 202319
WELLS FARGO & COMPANY/MN 19190.00%0.00%0.00%Q1 2019Q3 202319
Cambridge Investment Research Advisors, Inc. 1710.00%0.02%0.05%Q1 2019Q3 202318
Financial Architects, Inc 1440.02%0.17%0.29%Q4 2018Q2 202318
Geneos Wealth Management Inc. 18180.00%0.01%0.01%Q2 2019Q3 202318
White Lighthouse Investment Management Inc. 18180.13%0.60%0.76%Q2 2019Q3 202318
Ellevest, Inc. 18180.00%0.02%0.07%Q2 2019Q3 202318
Hanson & Doremus Investment Management 18180.01%1.28%2.86%Q2 2019Q3 202318
COLONY GROUP LLC 18180.01%0.02%0.02%Q2 2019Q3 202318
North Star Investment Management Corp. 1710.00%0.01%0.01%Q1 2019Q3 202318
SCS Capital Management LLC 18180.09%0.29%0.48%Q2 2019Q3 202318
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1260.00%0.00%0.00%Q1 2019Q3 202318
Ameritas Investment Partners, Inc. 18180.01%0.02%0.04%Q2 2019Q3 202318
BDO Wealth Advisors, LLC 18180.00%0.01%0.01%Q1 2019Q2 202318
Parallel Advisors, LLC 18180.03%0.32%0.68%Q2 2019Q3 202318
GenTrust, LLC 18180.04%0.06%0.07%Q2 2019Q3 202318
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
ENVESTNET ASSET MANAGEMENT INC 18180.00%0.01%0.01%Q2 2019Q3 202318
Baldrige Asset Management LLC 17170.28%0.54%0.68%Q1 2019Q1 202317
WEBSTER BANK, N. A. 17170.15%0.32%0.37%Q3 2019Q3 202317
Diversified Portfolios, Inc. 17172.24%3.43%4.81%Q3 2019Q3 202317
Princeton Global Asset Management LLC 17170.01%0.07%0.09%Q3 2019Q3 202317
Mokosak Advisory Group, LLC 17170.21%0.24%0.27%Q3 2019Q3 202317
Leonard Rickey Investment Advisors P.L.L.C. 17170.14%0.45%0.74%Q3 2019Q3 202317
AdvisorNet Financial, Inc 980.00%0.01%0.01%Q4 2018Q3 202317
BANK OF MONTREAL /CAN/ 1520.00%0.01%0.02%Q2 2019Q3 202317
RETIREMENT CAPITAL STRATEGIES 910.12%2.13%11.20%Q4 2018Q3 202317
Raymond James Financial Services Advisors, Inc. 17170.00%0.03%0.05%Q3 2019Q3 202317
Bell Bank 17170.16%0.18%0.22%Q3 2019Q3 202317
Sageworth Trust Co 17170.02%0.09%0.20%Q3 2019Q3 202317
Baird Financial Group, Inc. 17170.00%0.03%0.06%Q3 2019Q3 202317
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Orgel Wealth Management, LLC 17170.61%2.13%5.74%Q3 2019Q3 202317
GOULD ASSET MANAGEMENT LLC /CA/ 1430.08%0.23%0.56%Q2 2019Q3 202317
Smithfield Trust Co 17170.00%0.04%0.05%Q3 2019Q3 202317
RAYMOND JAMES & ASSOCIATES 16160.00%0.00%0.01%Q4 2019Q3 202316
Monterey Private Wealth, Inc. 16160.31%1.05%1.41%Q4 2019Q3 202316
ATLAS CAPITAL ADVISORS LLC 16160.02%0.05%0.07%Q4 2019Q3 202316
AMERIPRISE FINANCIAL INC 16160.00%0.01%0.02%Q4 2019Q3 202316
Crewe Advisors LLC 16161.23%3.98%8.46%Q4 2019Q3 202316
AMG National Trust Bank 16160.02%0.17%0.28%Q4 2019Q3 202316
TOTH FINANCIAL ADVISORY CORP 16160.00%0.00%0.00%Q4 2019Q3 202316
BRANDYWINE OAK PRIVATE WEALTH LLC 16160.08%0.26%0.44%Q4 2019Q3 202316
CITIGROUP INC 16160.00%0.00%0.00%Q4 2019Q3 202316
Ameraudi Asset Management, Inc. 16160.16%0.21%0.30%Q4 2019Q3 202316
JNBA Financial Advisors 16160.01%0.09%0.13%Q4 2019Q3 202316
Rockefeller Capital Management L.P. 16160.00%0.01%0.01%Q3 2019Q2 202316
CREATIVE FINANCIAL DESIGNS INC /ADV 1060.00%0.00%0.01%Q3 2018Q3 202316
Tower Research Capital LLC (TRC) 730.00%0.05%0.27%Q3 2018Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 16160.00%0.01%0.02%Q4 2019Q3 202316
McIlrath & Eck, LLC 1330.00%0.02%0.04%Q4 2018Q3 202316
LexAurum Advisors, LLC 15150.08%0.18%0.26%Q1 2020Q3 202315
HALBERT HARGROVE GLOBAL ADVISORS, LLC 15150.06%0.08%0.16%Q1 2020Q3 202315
Roble, Belko & Company, Inc 15150.00%0.01%0.01%Q1 2020Q3 202315
Beacon Pointe Advisors, LLC 15150.02%0.04%0.05%Q1 2020Q3 202315
TWIN FOCUS CAPITAL PARTNERS, LLC 15150.15%0.22%0.30%Q1 2020Q3 202315
PRIO WEALTH LIMITED PARTNERSHIP 15150.02%0.05%0.06%Q1 2020Q3 202315
GOLDMAN SACHS GROUP INC 15150.00%0.00%0.01%Q1 2020Q3 202315
Tortoise Investment Management, LLC 15150.07%0.13%0.18%Q1 2020Q3 202315
NOTTINGHAM ADVISORS, INC. 15150.03%0.08%0.10%Q1 2020Q3 202315
JANE STREET GROUP, LLC 620.00%0.00%0.02%Q3 2018Q2 202315
Janney Montgomery Scott LLC 15150.01%0.03%0.06%Q1 2020Q3 202315
Capital Analysts, LLC 15150.01%0.02%0.03%Q1 2020Q3 202315
Caprock Group, LLC 15150.16%0.98%1.16%Q1 2020Q3 202315
Firestone Capital Management 15150.02%0.09%0.12%Q1 2020Q3 202315
FIDUCIARY TRUST CO 15150.01%0.02%0.05%Q1 2020Q3 202315
Gemmer Asset Management LLC 15150.08%0.39%0.69%Q1 2020Q3 202315
Snowden Capital Advisors LLC 870.02%0.26%0.66%Q4 2019Q3 202315
FMR LLC 1310.00%0.00%0.00%Q1 2019Q3 202315
PARTNERS CAPITAL INVESTMENT GROUP, LLP 15150.03%0.12%0.25%Q1 2020Q3 202315
Garde Capital, Inc. 15150.40%0.51%0.68%Q1 2020Q3 202315
SHUFRO ROSE & CO LLC 15150.03%0.03%0.04%Q1 2019Q3 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.02%Q1 2020Q3 202315
Brickley Wealth Management 15150.13%0.23%0.28%Q1 2020Q3 202315
One Day In July LLC 15150.22%1.36%1.90%Q1 2020Q3 202315
Bedel Financial Consulting, Inc. 14140.02%0.05%0.08%Q4 2018Q1 202214
MARSHALL FINANCIAL GROUP INC /ADV 14140.14%0.32%0.42%Q2 2020Q3 202314
CPWM, LLC 1040.19%0.21%0.23%Q4 2018Q3 202214
Veritable, L.P. 14140.02%0.04%0.07%Q1 2020Q2 202314
PFG Advisors 950.03%0.15%0.25%Q4 2019Q3 202314
Clarius Group, LLC 14140.07%0.09%0.16%Q2 2020Q3 202314
Bragg Financial Advisors, Inc 14140.02%0.03%0.04%Q2 2020Q3 202314
Cetera Investment Advisers 1040.00%0.01%0.03%Q1 2020Q3 202314
WEDBUSH SECURITIES INC 14140.04%0.36%0.71%Q2 2020Q3 202314
Larson Financial Group LLC 14140.00%0.15%0.25%Q2 2020Q3 202314
CAPITAL MANAGEMENT CORP /VA 14140.13%0.15%0.17%Q2 2020Q3 202314
Mutual Advisors, LLC 14140.02%0.04%0.06%Q2 2020Q3 202314
LAKE STREET ADVISORS GROUP, LLC 860.06%0.31%0.56%Q1 2020Q3 202314
ST GERMAIN D J CO INC 1130.02%0.09%0.43%Q2 2020Q4 202314
Steward Partners Investment Advisory, LLC 14140.00%0.01%0.06%Q2 2020Q3 202314
Haverford Trust Co 14140.01%0.01%0.01%Q2 2020Q3 202314
RFG Advisory, LLC 14140.03%0.09%0.11%Q2 2020Q3 202314
Apella Capital, LLC 1130.12%0.77%1.31%Q2 2020Q4 202314
TRUIST FINANCIAL CORP 14140.00%0.00%0.01%Q2 2020Q3 202314
Vestmark Advisory Solutions, Inc. 14140.02%0.05%0.08%Q1 2020Q2 202314
MATHER GROUP, LLC. 13130.02%0.11%0.22%Q3 2020Q3 202313
TORONTO DOMINION BANK 13130.00%0.00%0.01%Q3 2020Q3 202313
MML INVESTORS SERVICES, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
JPMORGAN CHASE & CO 13130.00%0.00%0.00%Q3 2020Q3 202313
ELM ADVISORS, LLC 13130.43%0.58%1.39%Q1 2019Q1 202213
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 13130.01%0.02%0.02%Q3 2020Q3 202313
Carolina Wealth Advisors, LLC 13130.05%0.08%0.11%Q3 2020Q3 202313
Affinity Capital Advisors, LLC 13130.19%2.74%3.97%Q3 2020Q3 202313
PITTENGER & ANDERSON INC 13130.01%0.01%0.02%Q3 2020Q3 202313
BUCKINGHAM STRATEGIC WEALTH, LLC 13130.03%0.07%0.26%Q3 2020Q3 202313
BLUESTEM FINANCIAL ADVISORS, LLC 13130.15%0.17%0.20%Q3 2020Q3 202313
Cetera Advisors LLC 13130.01%0.01%0.02%Q3 2020Q3 202313
ATTICUS WEALTH MANAGEMENT, LLC 13130.07%0.10%0.12%Q3 2020Q3 202313
TD Capital Management LLC 13130.00%0.00%0.00%Q4 2018Q4 202113
Dynamic Advisor Solutions LLC 13130.05%0.09%0.14%Q3 2020Q3 202313
IFG Advisors, LLC 13130.12%0.14%0.16%Q3 2020Q3 202313
Financial Advisory Group 13130.06%0.07%0.08%Q3 2020Q3 202313
Well Done, LLC 1120.05%0.23%0.58%Q1 2020Q3 202313
PROFFITT & GOODSON INC 13130.20%0.21%0.24%Q3 2020Q3 202313
Financial Network Wealth Management LLC 12125.05%6.69%9.90%Q4 2020Q3 202312
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 12120.00%0.01%0.01%Q4 2020Q3 202312
WHITTIER TRUST CO 12120.03%0.04%0.04%Q4 2020Q3 202312
Laurel Wealth Planning LLC 12121.06%1.91%2.83%Q4 2020Q3 202312
Stonebridge Financial Planning Group, LLC 12120.18%0.27%0.35%Q4 2020Q3 202312
CGN Advisors LLC 12120.12%0.25%0.42%Q1 2021Q4 202312
Mascoma Wealth Management LLC 1110.06%0.08%0.11%Q2 2019Q3 202312
APPLETON PARTNERS INC/MA 12120.02%0.04%0.05%Q1 2021Q4 202312
TRUEFG, LLC 12120.18%0.30%0.35%Q4 2020Q3 202312
Rossmore Private Capital 12120.08%0.10%0.11%Q4 2020Q3 202312
Kistler-Tiffany Companies, LLC 12120.02%0.04%0.06%Q3 2020Q2 202312
McClarren Financial Advisors, Inc. 12120.87%1.17%2.01%Q4 2020Q3 202312
Private Advisor Group, LLC 12120.01%0.01%0.04%Q4 2020Q3 202312
MERITAGE PORTFOLIO MANAGEMENT 12120.02%0.03%0.04%Q4 2020Q3 202312
Human Investing LLC 12120.40%1.35%2.16%Q4 2020Q3 202312
HighTower Advisors, LLC 1110.00%0.01%0.01%Q3 2020Q3 202312
Wells Financial Advisors INC 12120.01%0.03%0.04%Q4 2020Q3 202312
FIRST HAWAIIAN BANK 12120.03%0.06%0.20%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.03%0.19%0.67%Q4 2020Q3 202312
Principle Wealth Partners LLC 1110.02%0.05%0.10%Q2 2020Q3 202312
Platt Investment Counsel, LLC 121211.63%23.13%33.10%Q4 2020Q3 202312
Karpus Management, Inc. 12120.02%0.54%1.14%Q4 2019Q3 202212
LPL Financial LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Meridian Wealth Advisors, LLC 12120.07%0.09%0.11%Q2 2020Q1 202312
Capstone Financial Advisors, Inc. 12120.02%0.04%0.04%Q4 2020Q3 202312
STIFEL FINANCIAL CORP 12120.00%0.00%0.00%Q4 2020Q3 202312
M&T BANK CORP 12120.01%0.01%0.01%Q4 2020Q3 202312
Equitable Holdings, Inc. 12120.01%0.10%0.35%Q4 2020Q3 202312
NORTHEAST INVESTMENT MANAGEMENT 12120.03%0.06%0.09%Q4 2020Q3 202312
West Financial Advisors, LLC 12120.20%0.30%0.35%Q4 2020Q3 202312
Strategic Point Investment Advisors, LLC 12120.12%0.17%0.25%Q4 2020Q3 202312
FINANCIAL COUNSELORS INC 12120.01%0.01%0.01%Q4 2020Q3 202312
Charter Oak Capital Management, LLC 12120.34%0.49%0.59%Q4 2020Q3 202312
Newton One Investments LLC 11110.02%0.03%0.04%Q1 2021Q3 202311
Cedar Wealth Management, LLC 11114.21%6.47%8.21%Q1 2021Q3 202311
FIRST MANHATTAN CO. LLC. 11110.00%0.00%0.00%Q1 2021Q3 202311
Winch Advisory Services, LLC 11110.01%0.01%0.01%Q1 2021Q3 202311
Front Row Advisors LLC 11110.01%0.01%0.02%Q1 2021Q3 202311
Ashford Advisors, LLC 11110.36%0.92%1.37%Q1 2021Q3 202311
Glenview Trust Co 11110.01%0.02%0.04%Q1 2021Q3 202311
EQ LLC 11114.28%4.60%5.41%Q4 2020Q2 202311
SIGNATUREFD, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Pacific Center for Financial Services 830.01%0.01%0.01%Q4 2020Q3 202311
InTrack Investment Management Inc 11110.18%0.58%1.30%Q2 2021Q4 202311
Addison Advisors LLC 1010.61%0.93%1.59%Q4 2020Q3 202311
American Portfolios Advisors 11110.00%0.01%0.02%Q1 2020Q3 202211
Better Money Decisions, LLC 11110.82%1.06%1.56%Q1 2021Q3 202311
Valmark Advisers, Inc. 11110.01%0.02%0.02%Q1 2021Q3 202311
HOWE & RUSLING INC 11110.00%0.03%0.04%Q2 2020Q4 202211
MARINO, STRAM & ASSOCIATES LLC 11110.07%0.36%0.52%Q1 2021Q3 202311
LINCOLN NATIONAL CORP 11110.01%0.01%0.01%Q1 2021Q3 202311
Citadel Advisors 410.00%0.00%0.00%Q1 2019Q3 202311
Fullen Financial Group 11110.14%0.16%0.18%Q3 2020Q1 202311
PARSONS CAPITAL MANAGEMENT INC/RI 830.02%0.04%0.05%Q4 2020Q3 202311
Facet Wealth, Inc. 11110.05%0.89%1.18%Q1 2021Q3 202311
Vista Private Wealth Partners. LLC 1010.14%0.18%0.23%Q4 2020Q3 202311
IFP Advisors, Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
Tradition Wealth Management, LLC 10100.01%0.04%0.06%Q2 2021Q3 202310
Blue Barn Wealth, LLC 10100.14%0.22%0.38%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.05%Q1 2021Q3 202310
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 510.01%0.09%0.16%Q4 2020Q3 202310
JANICZEK WEALTH MANAGEMENT, LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
Wealthfront Advisers LLC 10100.01%0.19%0.29%Q2 2021Q3 202310
US BANCORP \DE\ 910.00%0.00%0.00%Q1 2020Q3 202310
Merriman Wealth Management, LLC 730.27%0.88%1.42%Q2 2019Q4 202110
Cetera Advisor Networks LLC 820.01%0.02%0.10%Q2 2020Q3 202310
CITIZENS FINANCIAL GROUP INC/RI 640.01%0.01%0.01%Q1 2021Q3 202310
Stewardship Advisors, LLC 10100.09%2.42%3.84%Q4 2019Q1 202210
KMG FIDUCIARY PARTNERS, LLC 10100.06%0.07%0.08%Q2 2021Q3 202310
TCI Wealth Advisors, Inc. 10100.01%0.02%0.03%Q4 2020Q1 202310
MERCER GLOBAL ADVISORS INC /ADV 10100.00%0.01%0.02%Q2 2021Q3 202310
Kestra Advisory Services, LLC 910.00%0.01%0.07%Q4 2020Q3 202310
Betterment LLC 10100.06%0.09%0.11%Q2 2021Q3 202310
MMA ASSET MANAGEMENT LLC 10100.42%0.58%0.79%Q4 2020Q1 202310
New England Private Wealth Advisors LLC 10100.06%0.07%0.08%Q2 2019Q3 202110
CAPTRUST FINANCIAL ADVISORS 10100.00%0.00%0.02%Q2 2021Q3 202310
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 640.03%0.04%0.08%Q2 2020Q4 202210
Verde Capital Management 10105.78%11.58%15.71%Q2 2021Q3 202310
Bartlett & Co. LLC 10100.01%0.02%0.03%Q3 2021Q4 202310
FLOW TRADERS U.S. LLC 730.00%0.16%0.47%Q1 2021Q3 202310
FRG Family Wealth Advisors LLC 10100.05%0.07%0.10%Q2 2021Q3 202310
Wealthspire Advisors, LLC 910.01%0.01%0.02%Q1 2021Q3 202310
AVANTAX ADVISORY SERVICES, INC. 410.00%0.01%0.05%Q3 2020Q3 20239
LEO BROKERAGE, LLC 526.01%8.50%11.44%Q3 2020Q2 20239
ACIMA PRIVATE WEALTH, LLC 990.04%0.06%0.07%Q1 2020Q1 20229
Sowell Financial Services LLC 710.01%0.06%0.14%Q3 2019Q1 20239
Symmetry Partners, LLC 990.02%0.02%0.02%Q4 2021Q4 20239
Walkner Condon Financial Advisors LLC 810.08%0.11%0.27%Q2 2021Q3 20239
Karp Capital Management Corp 990.04%0.05%0.06%Q3 2020Q3 20229
Gradient Investments LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Optas, LLC 990.37%0.93%1.25%Q4 2020Q4 20229
SUMITOMO MITSUI FINANCIAL GROUP, INC. 990.00%0.01%0.01%Q3 2021Q3 20239
PARK NATIONAL CORP /OH/ 410.01%0.01%0.01%Q3 2020Q4 20239
TOCQUEVILLE ASSET MANAGEMENT L.P. 990.00%0.00%0.01%Q3 2021Q3 20239
IMPACTfolio, LLC 9911.00%11.87%12.86%Q4 2021Q4 20239
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 410.02%0.14%0.31%Q2 2020Q3 20239
First Horizon Advisors, Inc. 990.10%0.13%0.16%Q3 2021Q3 20239
PATHSTONE FAMILY OFFICE, LLC 990.06%0.07%0.11%Q3 2021Q3 20239
BlackRock Inc. 990.00%0.00%0.00%Q1 2021Q1 20239
GenWealth Group, Inc. 990.14%0.50%0.76%Q3 2021Q3 20239
Corrigan Financial, Inc. 990.08%0.20%0.24%Q2 2021Q2 20239
CAMBRIDGE TRUST CO 990.01%0.01%0.02%Q3 2021Q3 20239
JFS WEALTH ADVISORS, LLC 990.01%0.01%0.02%Q3 2021Q3 20239
CHERRYDALE WEALTH MANAGEMENT, LLC 990.58%0.69%0.94%Q4 2021Q4 20239
Asset Allocation & Management Company, LLC 990.35%1.35%2.32%Q1 2021Q1 20239
Compass Ion Advisors, LLC 810.08%0.19%0.27%Q3 2020Q3 20239
M. Kulyk & Associates, LLC 990.42%0.47%0.50%Q2 2021Q2 20239
YorkBridge Wealth Partners, LLC 990.06%0.07%0.08%Q4 2020Q4 20229
Tranquility Partners, LLC 720.10%0.12%0.15%Q4 2020Q2 20239
PECAUT & CO. 880.18%0.21%0.25%Q4 2021Q3 20238
Brouwer & Janachowski, LLC 880.04%0.42%0.84%Q4 2019Q3 20218
Brooklyn FI, LLC 880.46%0.96%1.50%Q4 2021Q3 20238
Palisades Hudson Asset Management, L.P. 530.26%0.46%0.60%Q3 2021Q3 20238
Pinnacle Wealth Management Advisory Group, LLC 880.04%0.04%0.05%Q4 2021Q3 20238
Cedar Brook Financial Partners, LLC 530.06%0.07%0.09%Q1 2021Q3 20238
Shepherd Financial Partners LLC 880.13%0.17%0.22%Q4 2021Q3 20238
Covestor Ltd 880.10%0.14%0.29%Q4 2021Q3 20238
CBIZ Investment Advisory Services, LLC 530.00%1.12%5.06%Q1 2021Q3 20238
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 880.00%0.00%0.00%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.27%0.34%0.41%Q3 2021Q3 20238
FIRST NATIONAL CORP /MA/ /ADV 880.08%0.11%0.16%Q4 2021Q3 20238
THOMPSON DAVIS & CO., INC. 880.39%0.53%0.66%Q4 2021Q3 20238
JONES FINANCIAL COMPANIES LLLP 880.00%0.01%0.01%Q4 2021Q3 20238
Capital Asset Advisory Services LLC 710.00%0.00%0.00%Q1 2020Q2 20228
Mariner, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
VISA FOUNDATION 88100.00%100.00%100.00%Q4 2021Q3 20238
Pinnacle Financial Group, LLC / IL 880.15%0.21%0.29%Q4 2021Q3 20238
Peachtree Investment Partners, LLC 880.01%0.16%0.61%Q4 2020Q3 20228
Financial Engines Advisors L.L.C. 880.00%0.01%0.01%Q4 2021Q3 20238
PINNACLE ASSOCIATES LTD 880.01%0.01%0.01%Q4 2021Q3 20238
Fingerlakes Wealth Management, Inc. 881.10%1.64%2.10%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
GPWM LLC 882.62%2.87%3.50%Q4 2021Q3 20238
Intersect Capital LLC 880.16%0.25%0.37%Q3 2020Q2 20228
Stephens Consulting, LLC 881.07%1.31%1.55%Q4 2021Q3 20238
DHK Financial Advisors, Inc. 881.32%2.27%3.45%Q4 2021Q3 20238
Freestone Capital Holdings, LLC 710.00%0.23%0.38%Q4 2020Q3 20238
GRAND WEALTH MANAGEMENT, LLC 880.03%0.05%0.14%Q4 2021Q3 20238
BAROMETER CAPITAL MANAGEMENT INC. 880.04%0.11%0.27%Q1 2020Q4 20218
Clear Perspectives Financial Planning, LLC 880.00%0.01%0.02%Q4 2020Q3 20228
Ervin Investment Management, LLC 880.53%0.61%0.71%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
My Personal CFO, LLC 881.68%2.33%3.24%Q4 2021Q3 20238
Greenspring Advisors, LLC 880.15%0.19%0.21%Q4 2021Q3 20238
Cerity Partners LLC 880.01%0.05%0.08%Q4 2021Q3 20238
Topel & Distasi Wealth Management, LLC 880.64%0.79%1.00%Q4 2021Q3 20238
NEXT Financial Group, Inc 620.00%0.00%0.00%Q4 2019Q4 20218
Merit Financial Group, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
CJM Wealth Advisers, Ltd. 880.31%0.38%0.47%Q4 2021Q3 20238
Rice Partnership, LLC 420.06%0.08%0.09%Q4 2020Q3 20238
Legacy Private Trust Co. 880.02%0.02%0.03%Q4 2021Q3 20238
INTEGRAL INVESTMENT ADVISORS, INC. 880.15%0.24%0.38%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
NORTHERN TRUST CORP 880.00%0.00%0.00%Q4 2021Q3 20238
Silver Oak Advisory Group, Inc. 880.17%0.30%0.38%Q4 2021Q3 20238
NORTHSTAR ASSET MANAGEMENT Co LLC 880.08%0.12%0.14%Q4 2021Q3 20238
Vigilant Capital Management, LLC 530.00%0.00%0.00%Q1 2021Q2 20238
M Financial Asset Management, Inc. 880.07%0.09%0.13%Q2 2021Q1 20238
Soundwatch Capital LLC 880.04%1.46%4.55%Q4 2021Q3 20238
TRUST CO OF VERMONT 610.00%0.00%0.01%Q2 2021Q3 20238
SENTINEL PENSION ADVISORS INC 880.06%0.07%0.08%Q4 2021Q3 20238
Family CFO Inc 880.25%0.42%0.50%Q4 2021Q3 20238
Stratos Wealth Partners, LTD. 880.01%0.02%0.03%Q4 2021Q3 20238
Carmichael Hill & Associates, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
Atlantic Private Wealth, LLC 882.12%3.32%4.19%Q4 2021Q3 20238
Johnson Bixby & Associates, LLC 880.10%0.24%0.32%Q4 2021Q3 20238
RAYMOND JAMES TRUST N.A. 770.01%0.01%0.01%Q1 2022Q3 20237
Financial Connections Group, Inc. 770.41%1.60%3.08%Q4 2021Q2 20237
tru Independence LLC 610.04%0.34%1.27%Q2 2020Q1 20227
Fountainhead AM, LLC 770.15%0.24%0.31%Q1 2021Q3 20227
Sargent Bickham Lagudis LLC 770.01%0.01%0.01%Q2 2021Q4 20227
MBE Wealth Management, LLC 770.10%1.05%1.53%Q4 2019Q2 20217
Selective Wealth Management, Inc. 430.00%0.09%0.21%Q4 2021Q4 20237
Trek Financial, LLC 770.05%0.11%0.19%Q1 2022Q3 20237
Bank of New York Mellon Corp 610.00%0.00%0.00%Q2 2021Q3 20237
Horan Securities, Inc. 770.01%0.02%0.03%Q4 2021Q2 20237
American Research & Management Co. 770.00%0.00%0.01%Q1 2021Q3 20227
Trust Co 770.01%0.01%0.01%Q1 2022Q3 20237
THRIVENT FINANCIAL FOR LUTHERANS 770.00%0.00%0.00%Q1 2022Q3 20237
Refined Wealth Management 770.19%7.67%18.26%Q2 2021Q4 20227
Armbruster Capital Management, Inc. 610.06%0.11%0.14%Q4 2021Q3 20237
Rockbridge Investment Management, LCC 770.02%0.07%0.08%Q2 2020Q4 20217
Intergy Private Wealth, LLC 770.18%0.24%0.31%Q4 2021Q2 20237
HBK Sorce Advisory LLC 320.01%0.02%0.02%Q3 2019Q3 20237
CI INVESTMENTS INC. 770.00%0.00%0.00%Q3 2021Q1 20237
Pacifica Partners Inc. 770.01%0.02%0.06%Q1 2020Q3 20217
American Financial Advisors, LLC 770.05%2.02%4.01%Q1 2022Q3 20237
BRADLEY FOSTER & SARGENT INC/CT 770.01%0.01%0.01%Q1 2022Q3 20237
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 770.14%0.49%1.11%Q1 2022Q3 20237
REGATTA CAPITAL GROUP, LLC 611.05%1.27%1.50%Q4 2021Q3 20237
Relyea Zuckerberg Hanson LLC 770.10%0.38%0.73%Q1 2022Q3 20237
Financial Advocates Investment Management 770.03%0.06%0.07%Q1 2021Q3 20227
Hemington Wealth Management 770.10%0.12%0.15%Q1 2022Q3 20237
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 770.65%1.06%1.40%Q1 2022Q3 20237
DEUTSCHE BANK AG\ 520.00%0.00%0.00%Q2 2019Q2 20217
Continuum Advisory, LLC 770.04%0.06%0.08%Q1 2022Q3 20237
Level Financial Advisors 770.22%0.24%0.31%Q1 2022Q3 20237
Five Oceans Advisors 660.16%0.26%0.67%Q2 2022Q3 20236
COZAD ASSET MANAGEMENT INC 660.05%0.08%0.10%Q2 2022Q3 20236
Zhang Financial LLC 660.02%0.03%0.04%Q2 2022Q3 20236
LIBRA WEALTH LLC 660.11%2.12%2.61%Q2 2022Q3 20236
Phocas Financial Corp. 330.04%0.07%0.09%Q1 2021Q3 20226
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
Angeles Investment Advisors, LLC 661.77%2.53%3.07%Q2 2022Q3 20236
CarsonAllaria Wealth Management, Ltd. 660.00%0.00%0.00%Q4 2021Q1 20236
DAVIS R M INC 660.01%0.02%0.03%Q2 2022Q3 20236
Strategic Wealth Management Group, LLC 660.17%0.20%0.23%Q1 2020Q2 20216
MAI Capital Management 510.00%0.01%0.01%Q1 2022Q3 20236
TIEDEMANN ADVISORS, LLC 310.02%0.06%0.16%Q3 2020Q3 20236
CFS Investment Advisory Services, LLC 410.02%0.05%0.08%Q4 2020Q2 20236
Sageworth Trust Co of South Dakota 660.55%1.06%1.96%Q2 2022Q3 20236
Cornerstone Wealth Management, LLC 330.02%0.09%0.16%Q3 2021Q3 20236
Allworth Financial LP 660.00%0.00%0.00%Q2 2022Q3 20236
Estate Counselors, LLC 510.05%0.06%0.07%Q4 2021Q3 20236
KESTRA PRIVATE WEALTH SERVICES, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
ALBION FINANCIAL GROUP /UT 310.00%0.05%0.29%Q4 2021Q3 20236
Dakota Wealth Management 660.03%0.03%0.04%Q4 2020Q1 20226
Radnor Financial Advisors, LLC 660.47%0.65%0.90%Q2 2021Q3 20226
Rain Capital Management, LLC 660.00%0.56%0.95%Q2 2022Q3 20236
Newbridge Financial Services Group, Inc. 660.01%0.01%0.01%Q1 2022Q2 20236
Everhart Financial Group, Inc. 510.08%0.14%0.18%Q1 2021Q2 20236
Global Retirement Partners, LLC 330.00%0.00%0.00%Q1 2021Q3 20236
AE Wealth Management LLC 660.00%0.00%0.00%Q4 2021Q1 20236
Ashfield Capital Partners, LLC 660.02%0.02%0.03%Q2 2021Q3 20226
Cascade Investment Advisors, Inc. 660.52%0.59%0.63%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
Lindbrook Capital, LLC 660.02%0.09%0.11%Q2 2022Q3 20236
MISSION WEALTH MANAGEMENT, LP 660.05%0.08%0.19%Q2 2022Q3 20236
Coston, McIsaac & Partners 660.04%0.06%0.11%Q2 2022Q3 20236
Integrated Advisors Network LLC 660.02%0.02%0.02%Q2 2021Q3 20226
City State Bank 660.00%0.00%0.01%Q2 2022Q3 20236
Meridian Wealth Management, LLC 660.03%0.03%0.04%Q4 2020Q1 20226
McLean Asset Management Corp 660.08%0.11%0.12%Q3 2022Q4 20236
Mengis Capital Management, Inc. 330.04%0.05%0.05%Q3 2021Q3 20236
DeDora Capital, Inc. 510.09%0.12%0.18%Q1 2021Q1 20236
CX Institutional 410.00%0.06%0.08%Q4 2020Q2 20225
Graves Light Lenhart Wealth, Inc. 550.00%0.00%0.00%Q2 2021Q2 20225
COREPATH WEALTH PARTNERS LLC 550.14%0.15%0.15%Q3 2022Q3 20235
FORVIS Wealth Advisors, LLC 550.01%0.02%0.03%Q3 2022Q3 20235
Wealthsimple US, Ltd. 5511.78%13.16%14.46%Q1 2020Q1 20215
DT Investment Partners, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
CAHILL FINANCIAL ADVISORS INC 550.16%0.27%0.46%Q3 2022Q3 20235
55I, LLC 550.01%0.02%0.02%Q3 2021Q3 20225
RAM Investment Partners, LLC 550.14%0.18%0.25%Q4 2022Q4 20235
Joel Isaacson & Co., LLC 550.03%0.04%0.04%Q3 2022Q3 20235
FRANKLIN RESOURCES INC 410.00%0.00%0.00%Q2 2022Q3 20235
BINGHAM OSBORN & SCARBOROUGH LLC 550.04%0.05%0.06%Q3 2020Q3 20215
WADE G W & INC 550.01%0.02%0.03%Q4 2021Q4 20225
PDS Planning, Inc 550.04%0.04%0.04%Q3 2022Q3 20235
Aptus Capital Advisors, LLC 550.00%0.00%0.00%Q1 2022Q1 20235
Global Strategic Investment Solutions, LLC 550.01%0.03%0.04%Q3 2022Q3 20235
BALDWIN BROTHERS LLC/MA 550.01%0.01%0.01%Q4 2022Q4 20235
BUCKINGHAM STRATEGIC PARTNERS, LLC 410.02%0.02%0.02%Q2 2022Q3 20235
Modera Wealth Management, LLC 410.01%0.02%0.04%Q1 2022Q3 20235
Avantax Planning Partners, Inc. 550.01%0.02%0.02%Q3 2022Q3 20235
DUNCKER STREETT & CO INC 550.00%0.00%0.00%Q4 2020Q4 20215
SIMON QUICK ADVISORS, LLC 550.00%0.01%0.04%Q2 2021Q2 20225
Crescent Capital Consulting, LLC 550.64%0.92%1.04%Q4 2020Q4 20215
Advisor Group, Inc. 550.00%0.00%0.00%Q4 2018Q4 20195
SCHMIDT P J INVESTMENT MANAGEMENT INC 550.05%0.06%0.07%Q3 2022Q3 20235
Scott Capital Advisors, LLC 550.79%0.92%1.02%Q4 2021Q4 20225
MFA WEALTH ADVISORS, LLC 550.21%0.25%0.37%Q4 2020Q4 20215
Stonebridge Capital Advisors LLC 320.00%0.00%0.00%Q3 2021Q3 20235
Advisory Services Network, LLC 210.00%0.00%0.01%Q4 2020Q1 20235
GPS Wealth Strategies Group, LLC 320.00%0.01%0.02%Q2 2022Q3 20235
MASSMUTUAL TRUST CO FSB/ADV 550.00%0.00%0.00%Q2 2021Q2 20225
PRUDENTIAL FINANCIAL INC 550.00%0.00%0.00%Q3 2021Q3 20225
Elmwood Wealth Management, Inc. 210.02%0.02%0.02%Q2 2020Q4 20215
CM WEALTH ADVISORS LLC 320.24%0.30%0.38%Q2 2022Q3 20235
Advisory Alpha, LLC 310.01%0.01%0.01%Q1 2019Q3 20205
Truepoint, Inc. 550.02%0.02%0.03%Q3 2022Q3 20235
Apexium Financial, LP 550.10%0.39%0.49%Q3 2022Q3 20235
IBERIABANK CORP 440.03%0.12%0.23%Q3 2019Q2 20204
ANGELES WEALTH MANAGEMENT, LLC 440.16%0.18%0.19%Q3 2022Q2 20234
CIBC Private Wealth Group, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Financial Alternatives, Inc 440.26%0.28%0.29%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.50%0.59%0.70%Q4 2022Q3 20234
FIRST HORIZON CORP 440.28%0.31%0.34%Q3 2020Q2 20214
Hall Kathryn A. 310.07%0.10%0.12%Q1 2021Q3 20234
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 440.10%0.11%0.11%Q2 2021Q1 20224
Leucadia National 440.00%0.00%0.00%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Stonehearth Capital Management, LLC 310.12%0.54%0.87%Q2 2022Q4 20234
BEACON FINANCIAL PLANNING, INC 440.78%0.83%0.89%Q4 2022Q3 20234
REGENTATLANTIC CAPITAL LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Emery Howard Portfolio Management, Inc. 440.05%0.11%0.13%Q1 2021Q4 20214
Clearview Wealth Advisors LLC 440.88%1.08%1.38%Q4 2022Q3 20234
Autumn Glory Partners, LLC 440.20%0.24%0.26%Q4 2021Q3 20224
Gladstone Institutional Advisory LLC 440.11%0.12%0.14%Q4 2021Q3 20224
BCR Wealth Strategies, LLC 440.05%0.06%0.06%Q4 2021Q3 20224
LANDAAS & CO /WI /ADV 440.21%0.24%0.25%Q4 2022Q3 20234
WHITTIER TRUST CO OF NEVADA INC 440.02%0.02%0.02%Q4 2022Q3 20234
CARY STREET PARTNERS ASSET MANAGEMENT LLC 210.02%0.02%0.03%Q4 2020Q3 20234
Milestone Investment Advisors LLC 440.21%0.22%0.24%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.03%0.04%Q4 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Piscataqua Savings Bank 440.02%0.04%0.05%Q4 2022Q3 20234
Benchmark Wealth Management, LLC 440.36%0.42%0.59%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.01%0.01%0.02%Q2 2019Q1 20204
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.05%0.07%0.09%Q4 2022Q3 20234
Robertson Stephens Wealth Management, LLC 440.04%0.10%0.16%Q4 2022Q3 20234
PRESILIUM PRIVATE WEALTH, LLC 440.10%0.13%0.20%Q4 2022Q3 20234
Sage Advisory Services, Ltd.Co. 440.12%0.17%0.20%Q4 2022Q3 20234
B. Riley Wealth Advisors, Inc. 310.01%0.01%0.02%Q3 2021Q3 20224
NewEdge Advisors, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Flower City Capital 440.24%0.29%0.37%Q4 2021Q3 20224
Arbor Investment Advisors, LLC 440.15%0.16%0.16%Q4 2022Q3 20234
Wealthsimple Inc. 440.02%0.03%0.03%Q4 2021Q3 20224
US FINANCIAL ADVISORS, LLC 440.48%0.48%0.49%Q4 2022Q3 20234
Foyston, Gordon, & Payne Inc 440.06%0.07%0.07%Q2 2020Q1 20214
PATRON PARTNERS, LLC 440.14%0.15%0.16%Q2 2021Q1 20224
HUNTINGTON NATIONAL BANK 440.00%0.00%0.00%Q4 2021Q3 20224
Farther Finance Advisors, LLC 440.15%0.24%0.35%Q4 2022Q3 20234
Miracle Mile Advisors, LLC 440.04%0.06%0.07%Q4 2022Q3 20234
ICA Group Wealth Management, LLC 440.16%0.18%0.21%Q2 2022Q1 20234
Abacus Planning Group, Inc. 440.06%0.07%0.08%Q4 2022Q3 20234
Treynor Bancshares, Inc. 220.14%0.19%0.25%Q4 2021Q3 20234
BSW Wealth Partners 441.01%1.16%1.24%Q4 2022Q3 20234
Hexagon Capital Partners LLC 440.06%0.08%0.09%Q4 2022Q3 20234
LFA - Lugano Financial Advisors SA 310.03%0.04%0.05%Q2 2019Q2 20204
Apollon Wealth Management, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
EVOKE WEALTH, LLC 440.35%0.40%0.49%Q4 2022Q3 20234
Global Wealth Strategies & Associates 440.02%0.02%0.02%Q4 2022Q3 20234
GREAT VALLEY ADVISOR GROUP, INC. 440.01%0.02%0.02%Q4 2022Q3 20234
BRIGHTON JONES LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Northland Capital Management LLC 441.64%1.94%2.17%Q4 2022Q3 20234
Live Oak Investment Partners 440.03%0.03%0.03%Q4 2022Q3 20234
Financial Services Advisory Inc 330.37%0.68%0.98%Q1 2023Q3 20233
Personal Capital Advisors Corp 330.00%0.00%0.00%Q2 2021Q4 20213
Stearns Financial Services Group 330.00%0.00%0.00%Q1 2020Q3 20203
Greytown Advisors Inc. 330.11%0.12%0.12%Q1 2023Q3 20233
Retirement Planning Group, LLC 330.02%0.02%0.02%Q2 2021Q4 20213
Sonoma Private Wealth LLC 330.41%0.41%0.42%Q1 2023Q3 20233
Keel Point, LLC 330.04%0.08%0.11%Q4 2020Q2 20213
Jordan Park Group LLC 330.18%0.22%0.26%Q1 2021Q3 20213
Pinnacle Private Wealth, LLC 330.08%0.10%0.10%Q4 2021Q2 20223
Parkside Financial Bank & Trust 210.03%0.03%0.03%Q4 2022Q3 20233
Stokes Family Office, LLC 330.20%0.20%0.20%Q4 2019Q2 20203
Column Capital Advisors, LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pensionmark Financial Group, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
WFA of San Diego, LLC 210.05%0.06%0.07%Q4 2022Q3 20233
Oregon Health & Science University 33100.00%100.00%100.00%Q4 2020Q2 20213
FSM Wealth Advisors, LLC 330.11%0.11%0.12%Q1 2023Q3 20233
Roof Eidam Maycock Peralta, LLC 330.10%0.10%0.10%Q2 2021Q4 20213
Pegasus Partners Ltd. 330.14%0.17%0.18%Q1 2023Q3 20233
Neuberger Berman Group LLC 210.00%0.00%0.00%Q3 2022Q2 20233
LifeGuide Financial Advisors, LLC 331.42%3.08%4.26%Q1 2023Q3 20233
Bristlecone Advisors, LLC 210.02%0.02%0.02%Q4 2021Q2 20233
PFS INVESTMENTS INC. 330.04%0.05%0.05%Q4 2022Q2 20233
Brinker Capital Investments, LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Lion Street Advisors, LLC 110.14%0.16%0.18%Q3 2022Q3 20233
W ADVISORS, LLC 210.32%0.38%0.49%Q4 2021Q4 20223
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 330.06%0.06%0.08%Q4 2022Q2 20233
JOHNSON INVESTMENT COUNSEL INC 330.00%0.00%0.00%Q1 2023Q3 20233
Arjuna Capital 330.47%0.48%0.49%Q1 2023Q3 20233
Savant Capital, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Lokken Investment Group LLC 330.33%0.35%0.36%Q3 2021Q1 20223
Carmel Capital Partners, LLC 330.01%0.02%0.02%Q1 2023Q3 20233
Ahrens Investment Partners LLC 210.01%0.01%0.01%Q1 2022Q1 20233
Herold Advisors, Inc. 330.07%0.07%0.08%Q3 2021Q1 20223
Rise Advisors, LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Legacy Financial Advisors, Inc. 330.08%0.09%0.09%Q1 2023Q3 20233
CHOREO, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
Main Street Financial Solutions, LLC 330.10%0.10%0.10%Q1 2023Q3 20233
Brio Consultants, LLC 210.04%0.08%0.15%Q2 2022Q3 20233
Ten Capital Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
HC Advisors, LLC 220.14%0.14%0.14%Q4 2020Q1 20212
Lido Advisors, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
IEQ CAPITAL, LLC 220.00%0.01%0.01%Q1 2023Q2 20232
EVERMAY WEALTH MANAGEMENT LLC 220.04%0.04%0.04%Q2 2023Q3 20232
ACCESS FINANCIAL SERVICES, INC. 220.16%0.16%0.17%Q2 2023Q3 20232
Passive Capital Management, LLC. 220.22%0.23%0.23%Q4 2022Q1 20232
Sugarloaf Wealth Management, LLC 220.02%0.02%0.02%Q1 2020Q2 20202
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q2 2021Q3 20212
Spire Wealth Management 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.22%0.23%0.25%Q2 2023Q3 20232
Stevard, LLC 221.58%1.65%1.72%Q3 2020Q4 20202
Atria Investments, Inc 220.04%0.04%0.04%Q2 2022Q3 20222
Cresset Asset Management, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Cardinal Point Wealth Management Partners, LLC 220.10%0.10%0.10%Q4 2021Q1 20222
Fragasso Group Inc. 220.03%0.03%0.03%Q1 2022Q2 20222
BECKER CAPITAL MANAGEMENT INC 220.05%0.05%0.05%Q2 2023Q3 20232
EdgeRock Capital LLC 110.03%0.09%0.14%Q3 2022Q3 20232
Values Added Financial LLC 220.82%0.86%0.90%Q2 2023Q3 20232
HBC Financial Services, PLLC 220.01%0.50%0.99%Q2 2020Q3 20202
Buckingham Capital Management, Inc. 110.03%0.03%0.04%Q4 2020Q2 20232
Y-Intercept (Hong Kong) Ltd 220.04%0.04%0.05%Q1 2023Q2 20232
FAS Wealth Partners, Inc. 220.02%0.02%0.02%Q3 2021Q4 20212
Glassman Wealth Services 220.00%0.00%0.00%Q2 2023Q3 20232
IBEX WEALTH ADVISORS 110.00%0.02%0.05%Q3 2021Q4 20222
Curran Financial Partners, LLC 220.74%0.78%0.82%Q4 2021Q1 20222
Fiera Capital Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Steinberg Global Asset Management 220.05%0.05%0.05%Q4 2018Q1 20192
RB Capital Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
Summit Wealth Group, LLC 220.12%0.44%0.76%Q1 2023Q2 20232
Jefferies Group LLC 220.00%0.00%0.00%Q2 2022Q3 20222
SkyView Investment Advisors, LLC 220.36%0.38%0.41%Q3 2021Q4 20212
Abacus Wealth Partners, LLC 220.08%0.10%0.11%Q4 2021Q1 20222
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q1 20232
5th Street Advisors, LLC 220.23%0.24%0.24%Q1 2023Q2 20232
Renaissance Technologies 220.00%0.00%0.00%Q2 2023Q3 20232
Morling Financial Advisors, LLC 220.21%0.23%0.25%Q4 2022Q1 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ASPIRIANT, LLC 220.02%0.02%0.03%Q3 2022Q4 20222
OXFORD FINANCIAL GROUP, LTD. LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Prime Capital Investment Advisors, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Sandy Cove Advisors, LLC 220.10%0.11%0.11%Q4 2021Q1 20222
Qube Research & Technologies Ltd 110.00%0.00%0.00%Q3 2022Q1 20232
Regal Wealth Group, Inc. 220.00%0.00%0.00%Q4 2020Q1 20212
B & T Capital Management DBA Alpha Capital Management 110.04%0.05%0.05%Q1 2022Q3 20232
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
CALDWELL SUTTER CAPITAL, INC. 220.01%0.01%0.01%Q2 2023Q3 20232
Operose Advisors LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Adero Partners, LLC 220.13%0.20%0.26%Q2 2022Q3 20222
Perigon Wealth Management, LLC 220.05%0.05%0.05%Q2 2023Q3 20232
FormulaFolio Investments, LLC 220.05%0.05%0.05%Q1 2021Q2 20212
Lenox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Windsor Wealth Management, Inc. 220.04%0.04%0.04%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
UMB Bank, n.a. 220.02%0.02%0.02%Q2 2023Q3 20232
Bigelow Investment Advisors, LLC 110.09%0.11%0.14%Q4 2021Q4 20222
LIBERTY WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2021Q3 20212
ADE, LLC 220.00%0.00%0.01%Q2 2021Q3 20212
Occidental Asset Management, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
PRUDENTIAL PLC 110.04%0.04%0.04%Q4 2021Q4 20211
Rehmann Capital Advisory Group 110.03%0.03%0.03%Q1 2022Q1 20221
Amplius Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Keystone Wealth Services, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
ACG Wealth 110.01%0.01%0.01%Q2 2022Q2 20221
D. SCOTT NEAL, INC. 110.15%0.15%0.15%Q2 2023Q2 20231
OLIO Financial Planning 110.53%0.53%0.53%Q4 2021Q4 20211
Goepper Burkhardt LLC 110.12%0.12%0.12%Q4 2021Q4 20211
TRILLIUM ASSET MANAGEMENT, LLC 110.31%0.31%0.31%Q4 2020Q4 20201
TRUEWEALTH LLC 110.09%0.09%0.09%Q2 2020Q2 20201
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
AGF MANAGEMENT LTD 110.00%0.00%0.00%Q3 2023Q3 20231
Echo45 Advisors LLC 110.60%0.60%0.60%Q4 2022Q4 20221
CONTINUUM WEALTH ADVISORS, LLC 110.25%0.25%0.25%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Guidance Point Advisors, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
IFS Advisors, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Pinnacle Bancorp, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
Stratos Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
HOWARD WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TPG Financial Advisors, LLC 110.23%0.23%0.23%Q3 2023Q3 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q3 2023Q3 20231
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Brookstone Capital Management 110.01%0.01%0.01%Q3 2023Q3 20231
American Trust 110.03%0.03%0.03%Q2 2022Q2 20221
Ford Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Rinkey Investments 110.17%0.17%0.17%Q2 2023Q2 20231
Doyle Wealth Management 110.01%0.01%0.01%Q2 2019Q2 20191
Tradewinds Capital Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
IFG Advisory, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.01%0.01%0.01%Q3 2023Q3 20231
WealthShield Partners, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
People's United Financial, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Watson Rebecca 110.08%0.08%0.08%Q2 2020Q2 20201
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
FIRST FOUNDATION ADVISORS 110.01%0.01%0.01%Q4 2020Q4 20201
NewEdge Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Towerpoint Wealth, LLC 110.14%0.14%0.14%Q3 2023Q3 20231
Ethic Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q1 2022Q1 20221
Cassady Schiller Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Moss Adams Wealth Advisors LLC 112.13%2.13%2.13%Q4 2022Q4 20221
Kades & Cheifetz LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Transparent Wealth Partners LLC 111.41%1.41%1.41%Q1 2022Q1 20221
HRT FINANCIAL LP 110.00%0.00%0.00%Q4 2022Q4 20221
Blue Trust, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
FC Advisory LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Ancora Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Sigma Planning Corp 110.07%0.07%0.07%Q1 2021Q1 20211
Aspire Private Capital, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
RESOLUTE FINANCIAL, LLC 110.16%0.16%0.16%Q4 2021Q4 20211
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2019Q3 20191
Inscription Capital, LLC 110.08%0.08%0.08%Q2 2021Q2 20211
TFO Wealth Partners, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Chicago Partners Investment Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Boulder Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Alpha Cubed Investments, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
HILL ISLAND FINANCIAL LLC 111.33%1.33%1.33%Q4 2021Q4 20211
First Capital Advisors Group, LLC. 110.88%0.88%0.88%Q4 2021Q4 20211
ROPES WEALTH ADVISORS LLC 110.26%0.26%0.26%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
Concord Wealth Partners 110.01%0.01%0.01%Q3 2023Q3 20231
NORTHSTAR ASSET MANAGEMENT INC 110.09%0.09%0.09%Q2 2022Q2 20221
BROWN ADVISORY INC 110.00%0.00%0.00%Q4 2022Q4 20221
Cardinal Point Wealth Management LLC 110.10%0.10%0.10%Q3 2021Q3 20211
FLAGSTAR ADVISORS INC 110.05%0.05%0.05%Q3 2022Q3 20221
Beta Wealth Group, Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
ZEVIN ASSET MANAGEMENT LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Samalin Investment Counsel, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
HEADINVEST, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Schwab Charitable Fund 110.11%0.11%0.11%Q1 2022Q1 20221
MONETA GROUP INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Oxler Private Wealth LLC 110.02%0.02%0.02%Q3 2022Q3 20221
ASSETMARK, INC 110.00%0.00%0.00%Q4 2021Q4 20211
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q2 2022Q2 20221
Financial Insights, Inc. 110.03%0.03%0.03%Q2 2021Q2 20211
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
HAP Trading, LLC 110.16%0.16%0.16%Q1 2021Q1 20211
TFC Financial Management, Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
Cornerstone Advisory, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Integrated Wealth Concepts LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Sharkey, Howes & Javer 110.07%0.07%0.07%Q3 2022Q3 20221
Portfolio Solutions, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
SG Americas Securities, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
External links

This page lists all the filers that currently own VANGUARD WORLD FD or have owned VANGUARD WORLD FD in the past.