VANGUARD BD INDEX FDS shareholder history

Current and past VANGUARD BD INDEX FDS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
McClarren Financial Advisors, Inc. 13130.01%3.27%5.62%Q2 2021Q2 202413
Gradient Capital Advisors, LLC 13130.24%0.67%1.20%Q2 2021Q2 202413
Clarius Group, LLC 13130.03%0.29%0.55%Q2 2021Q2 202413
Rappaport Reiches Capital Management, LLC 13130.13%1.23%3.25%Q2 2021Q2 202413
Roundview Capital LLC 13130.02%0.39%0.76%Q2 2021Q2 202413
Cypress Point Wealth Management, LLC 13130.32%1.96%4.04%Q2 2021Q2 202413
BARTLETT & CO. WEALTH MANAGEMENT LLC 13130.01%0.02%0.03%Q2 2021Q2 202413
Valmark Advisers, Inc. 13130.03%0.05%0.07%Q2 2021Q2 202413
SOL Capital Management CO 13130.06%0.13%0.22%Q2 2021Q2 202413
TD Capital Management LLC 13130.20%0.80%1.33%Q2 2021Q2 202413
AllSquare Wealth Management LLC 13130.05%0.06%0.06%Q2 2021Q2 202413
Creative Planning 13130.00%0.01%0.04%Q2 2021Q2 202413
OSAIC HOLDINGS, INC. 13130.00%0.01%0.02%Q2 2021Q2 202413
WNY Asset Management, LLC 13130.04%0.23%0.52%Q2 2021Q2 202413
Northwest Capital Management Inc 13131.65%4.54%11.28%Q2 2021Q2 202413
Community Bank, N.A. 13130.01%0.01%0.02%Q2 2021Q2 202413
CHATHAM CAPITAL GROUP, INC. 13130.17%0.26%0.44%Q2 2021Q2 202413
PETTYJOHN, WOOD & WHITE, INC 13130.06%0.57%1.34%Q2 2021Q2 202413
Murphy Pohlad Asset Management LLC 13130.09%0.11%0.15%Q2 2021Q2 202413
MorganRosel Wealth Management, LLC 13130.12%0.77%2.74%Q2 2021Q2 202413
Roble, Belko & Company, Inc 13130.33%1.99%4.81%Q2 2021Q2 202413
COMMONWEALTH EQUITY SERVICES, LLC 13130.00%0.03%0.07%Q2 2021Q2 202413
Belpointe Asset Management LLC 13130.03%0.16%0.28%Q2 2021Q2 202413
Texas Yale Capital Corp. 13130.05%0.22%0.52%Q2 2021Q2 202413
ROYAL BANK OF CANADA 13130.00%0.00%0.00%Q2 2021Q2 202413
Cambridge Investment Research Advisors, Inc. 13130.00%0.06%0.17%Q2 2021Q2 202413
McIlrath & Eck, LLC 13130.02%0.08%0.17%Q2 2021Q2 202413
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 13130.02%0.23%0.35%Q2 2021Q2 202413
NAPLES GLOBAL ADVISORS, LLC 13130.10%1.00%2.30%Q2 2021Q2 202413
Capital Investment Services of America, Inc. 13130.28%0.95%1.89%Q2 2021Q2 202413
DAVENPORT & Co LLC 13130.00%0.00%0.00%Q2 2021Q2 202413
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 13130.00%0.00%0.00%Q2 2021Q2 202413
JNBA Financial Advisors 12120.00%0.00%0.00%Q2 2021Q1 202412
Compass Financial Group, Inc. 12120.98%1.16%1.32%Q3 2021Q2 202412
STIFEL FINANCIAL CORP 12120.00%0.01%0.02%Q3 2021Q2 202412
WEBSTERROGERS FINANCIAL ADVISORS, LLC 12120.06%3.42%6.26%Q3 2021Q2 202412
Allworth Financial LP 12120.00%0.01%0.03%Q3 2021Q2 202412
OneDigital Investment Advisors LLC 12120.01%0.02%0.05%Q3 2021Q2 202412
Capstone Triton Financial Group, LLC 12120.53%0.89%2.21%Q3 2021Q2 202412
EQUITY INVESTMENT CORP 12120.06%0.13%0.22%Q3 2021Q2 202412
TriaGen Wealth Management LLC 12120.16%0.99%2.81%Q3 2021Q2 202412
BANK OF MONTREAL /CAN/ 12120.00%0.00%0.00%Q3 2021Q2 202412
WBH ADVISORY INC 660.04%0.42%3.30%Q2 2021Q2 202412
MGO ONE SEVEN LLC 12120.02%0.08%0.27%Q3 2021Q2 202412
InterOcean Capital Group, LLC 12120.01%0.46%0.89%Q2 2021Q1 202412
NVWM, LLC 12120.22%2.34%3.21%Q3 2021Q2 202412
BEESE FULMER INVESTMENT MANAGEMENT, INC. 12120.12%0.16%0.20%Q3 2021Q2 202412
Avion Wealth 12121.75%10.02%17.77%Q3 2021Q2 202412
Wharton Business Group, LLC 12123.74%12.05%20.30%Q3 2021Q2 202412
Summit Asset Management, LLC 12120.13%0.29%0.55%Q3 2021Q2 202412
Galvin, Gaustad & Stein, LLC 12120.02%0.19%0.47%Q2 2021Q1 202412
First PREMIER Bank 930.01%0.01%0.02%Q2 2021Q2 202412
Ancora Advisors LLC 12120.00%0.00%0.00%Q3 2021Q2 202412
ECLECTIC ASSOCIATES INC /ADV 12120.15%2.66%4.30%Q3 2021Q2 202412
PEAPACK GLADSTONE FINANCIAL CORP 12120.01%0.04%0.05%Q3 2021Q2 202412
Pacific Center for Financial Services 660.14%9.48%14.94%Q2 2021Q2 202412
LOWE BROCKENBROUGH & CO INC 1010.03%0.28%0.58%Q3 2021Q2 202411
Leeward Financial Partners, LLC 11110.48%1.84%4.85%Q4 2021Q2 202411
Joseph Group Capital Management 11111.14%1.26%1.46%Q4 2021Q2 202411
BLAIR WILLIAM & CO/IL 11110.01%0.03%0.04%Q4 2021Q2 202411
Willis Johnson & Associates, Inc. 920.06%0.30%0.76%Q3 2021Q2 202411
Bartlett & Co. LLC 11110.01%0.02%0.03%Q2 2021Q4 202311
HBK Sorce Advisory LLC 11110.01%0.09%0.26%Q4 2021Q2 202411
JANICZEK WEALTH MANAGEMENT, LLC 11110.00%0.00%0.00%Q4 2021Q2 202411
Axiom Advisory, LLC 11111.06%1.87%2.38%Q4 2021Q2 202411
LPL Financial LLC 920.00%0.01%0.02%Q3 2021Q2 202411
Rockefeller Capital Management L.P. 11110.00%0.03%0.10%Q4 2021Q2 202411
HighTower Advisors, LLC 11110.00%0.01%0.03%Q4 2021Q2 202411
Greenspring Advisors, LLC 11110.13%0.30%0.75%Q4 2021Q2 202411
TAGStone Capital, Inc. 11111.85%2.62%3.82%Q4 2021Q2 202411
Mariner, LLC 11110.01%0.06%0.22%Q4 2021Q2 202411
NOTTINGHAM ADVISORS, INC. 920.03%0.10%0.20%Q3 2021Q2 202411
Pinnacle Bancorp, Inc. 830.00%0.00%0.00%Q3 2021Q2 202411
CUTLER INVESTMENT COUNSEL LLC 11110.09%0.17%0.42%Q4 2021Q2 202411
CENTRAL TRUST Co 11110.00%0.02%0.06%Q4 2021Q2 202411
CVA Family Office, LLC 11110.04%0.24%0.70%Q4 2021Q2 202411
OLD MISSION CAPITAL LLC 510.01%0.04%0.08%Q2 2021Q2 202410
Strid Group, LLC 10100.04%0.06%0.08%Q1 2022Q2 202410
FRONT BARNETT ASSOCIATES LLC 10100.33%0.94%1.59%Q2 2021Q3 202310
Palisades Hudson Asset Management, L.P. 10100.25%1.15%1.59%Q1 2022Q2 202410
MORGAN STANLEY 10100.00%0.00%0.00%Q1 2022Q2 202410
MML INVESTORS SERVICES, LLC 10100.00%0.03%0.08%Q1 2022Q2 202410
MONUMENTAL FINANCIAL GROUP INC. 10100.10%4.71%6.95%Q1 2022Q2 202410
Willow Creek Wealth Management Inc. 10100.08%0.14%0.20%Q3 2021Q4 202310
WESCAP Management Group, Inc. 10100.08%0.29%0.38%Q1 2022Q2 202410
US BANCORP \DE\ 10100.00%0.00%0.00%Q1 2022Q2 202410
Hexagon Capital Partners LLC 10100.00%0.00%0.01%Q1 2022Q2 202410
CWS Financial Advisors, LLC 610.53%1.02%1.75%Q2 2021Q2 202410
TruWealth Advisors, LLC 10100.19%5.17%11.46%Q1 2022Q2 202410
Scott Capital Advisors, LLC 10100.28%2.04%2.73%Q1 2022Q2 202410
Cetera Advisor Networks LLC 10100.01%0.03%0.09%Q3 2021Q4 202310
Kathmere Capital Management, LLC 10100.48%4.77%7.43%Q1 2022Q2 202410
HARBOUR INVESTMENTS, INC. 910.00%0.01%0.04%Q4 2021Q2 202410
SALEM INVESTMENT COUNSELORS INC 10100.10%0.15%0.21%Q1 2022Q2 202410
IFP Advisors, Inc 10100.00%0.00%0.00%Q1 2022Q2 202410
Berkeley Capital Partners, LLC 820.07%0.09%0.11%Q4 2021Q2 202410
Birch Capital Management, LLC 10100.02%0.28%0.57%Q3 2021Q4 202310
KESTRA PRIVATE WEALTH SERVICES, LLC 10100.02%0.09%0.21%Q1 2022Q2 202410
Geneos Wealth Management Inc. 10100.00%0.00%0.00%Q1 2022Q2 202410
Chandler Asset Management, Inc. 640.02%0.05%0.08%Q4 2021Q2 202410
JANE STREET GROUP, LLC 610.00%0.01%0.02%Q2 2021Q1 202410
Landmark Financial Advisors, LLC 990.36%1.48%5.01%Q4 2021Q4 20239
Bouchey Financial Group Ltd 810.25%0.79%1.77%Q1 2022Q2 20249
Ballew Advisors, Inc 990.68%0.92%1.09%Q2 2022Q2 20249
Beacon Pointe Advisors, LLC 810.00%0.00%0.01%Q1 2022Q2 20249
Mascoma Wealth Management LLC 990.03%0.26%0.46%Q3 2021Q3 20239
Grant Street Asset Management, Inc. 990.30%12.36%19.41%Q2 2022Q2 20249
Blume Capital Management, Inc. 990.03%0.74%5.48%Q2 2022Q2 20249
Verus Financial Partners, Inc. 990.16%3.33%10.05%Q2 2022Q2 20249
ENVESTNET ASSET MANAGEMENT INC 990.00%0.00%0.00%Q2 2022Q2 20249
Kestra Advisory Services, LLC 990.01%0.02%0.08%Q2 2022Q2 20249
Nelson Capital Management, LLC 990.11%1.49%2.67%Q4 2021Q4 20239
Renaissance Technologies 990.00%0.06%0.12%Q2 2022Q2 20249
U.S. Capital Wealth Advisors, LLC 990.02%0.07%0.18%Q2 2022Q2 20249
North Star Investment Management Corp. 990.00%0.01%0.03%Q2 2022Q2 20249
Aberdeen Wealth Management LLC 610.45%2.98%4.43%Q2 2021Q1 20249
Apella Capital, LLC 510.05%0.14%0.27%Q4 2021Q2 20249
CWM, LLC 990.00%0.02%0.03%Q2 2022Q2 20249
Allen Investment Management, LLC 990.00%0.01%0.02%Q2 2022Q2 20249
ASPIRIANT, LLC 990.02%0.07%0.10%Q2 2022Q2 20249
SIGNATUREFD, LLC 990.00%0.00%0.00%Q2 2022Q2 20249
Bray Capital Advisors 992.49%3.10%3.91%Q2 2022Q2 20249
Evanson Asset Management, LLC 630.02%0.03%0.05%Q3 2021Q2 20249
NORTHWEST WEALTH MANAGEMENT, LLC 990.38%0.70%1.02%Q2 2022Q2 20249
Federation des caisses Desjardins du Quebec 990.00%0.00%0.00%Q2 2022Q2 20249
CARDIFF PARK ADVISORS, LLC 990.06%0.11%0.15%Q2 2022Q2 20249
SUSQUEHANNA INTERNATIONAL GROUP, LLP 420.00%0.00%0.00%Q2 2021Q2 20249
Curi RMB Capital, LLC 990.01%0.01%0.01%Q2 2022Q2 20249
StrategIQ Financial Group, LLC 990.03%1.26%2.49%Q4 2021Q4 20239
Fortis Advisors, LLC 888.37%12.35%14.98%Q3 2022Q2 20248
Waverly Advisors, LLC 880.04%0.19%0.57%Q3 2022Q2 20248
Hanson & Doremus Investment Management 880.00%0.00%0.01%Q2 2022Q1 20248
NICOLET BANKSHARES INC 880.09%0.12%0.16%Q3 2021Q2 20238
MAS Advisors LLC 880.14%0.20%0.30%Q4 2021Q3 20238
Bond & Devick Financial Network, Inc. 880.24%0.29%0.34%Q3 2021Q2 20238
SJS Investment Consulting Inc. 880.08%0.22%0.41%Q3 2022Q2 20248
Colony Family Offices, LLC 882.51%11.28%17.99%Q3 2022Q2 20248
Relative Value Partners Group, LLC 880.03%0.06%0.07%Q2 2022Q1 20248
Steward Partners Investment Advisory, LLC 880.01%0.03%0.08%Q3 2022Q2 20248
Manchester Capital Management LLC 880.14%2.15%4.92%Q3 2022Q2 20248
KLINGENSTEIN FIELDS & CO LP 880.01%0.03%0.05%Q3 2022Q2 20248
SAX WEALTH ADVISORS, LLC 880.08%0.10%0.11%Q3 2021Q2 20238
Avidian Wealth Enterprises, LLC 710.02%0.10%0.17%Q1 2022Q2 20248
Lebenthal Global Advisors, LLC 880.26%1.37%2.94%Q3 2022Q2 20248
Citadel Advisors 310.00%0.00%0.00%Q2 2021Q2 20248
Parallel Advisors, LLC 880.00%0.01%0.02%Q3 2022Q2 20248
Mengis Capital Management, Inc. 880.23%0.69%1.00%Q2 2021Q1 20238
Investment Advisory Group, LLC 880.08%0.11%0.14%Q3 2022Q2 20248
AdvisorNet Financial, Inc 880.01%0.03%0.04%Q3 2022Q2 20248
FIFTH THIRD BANCORP 880.00%0.00%0.00%Q1 2022Q4 20238
Gladstone Institutional Advisory LLC 880.05%0.07%0.09%Q3 2022Q2 20248
OGOREK ANTHONY JOSEPH /NY/ /ADV 880.00%0.02%0.04%Q2 2021Q1 20238
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.00%0.01%Q3 2022Q2 20248
HB Wealth Management, LLC 880.07%0.16%0.28%Q3 2022Q2 20248
Capital Advisors Wealth Management, LLC 880.06%0.07%0.08%Q2 2021Q1 20238
Exeter Financial, LLC 880.14%0.19%0.24%Q3 2022Q2 20248
Capital Asset Advisory Services LLC 530.06%0.09%0.11%Q2 2021Q2 20238
Raymond James Financial Services Advisors, Inc. 880.00%0.01%0.01%Q3 2022Q2 20248
Latitude Advisors, LLC 880.36%0.42%0.48%Q3 2022Q2 20248
Capital Analysts, LLC 880.01%0.53%1.07%Q3 2022Q2 20248
Eagle Bay Advisors LLC 610.02%0.34%1.13%Q4 2021Q2 20248
CAHILL FINANCIAL ADVISORS INC 880.15%0.25%0.30%Q3 2022Q2 20248
BUCKINGHAM STRATEGIC WEALTH, LLC 880.01%0.01%0.01%Q3 2022Q2 20248
Peak Asset Management, LLC 880.13%0.20%0.31%Q3 2022Q2 20248
Baldrige Asset Management LLC 880.28%0.52%0.69%Q2 2021Q1 20238
CAPTRUST FINANCIAL ADVISORS 880.00%0.00%0.01%Q2 2021Q1 20238
Cetera Investment Advisers 880.00%0.01%0.02%Q2 2022Q1 20248
Raab & Moskowitz Asset Management LLC 880.07%0.15%0.22%Q4 2021Q3 20238
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 770.02%0.03%0.05%Q4 2022Q2 20247
TIAA, FSB 770.00%0.01%0.01%Q4 2021Q2 20237
Keel Point, LLC 770.05%0.08%0.11%Q4 2022Q2 20247
Capital Advantage, Inc. 770.15%0.22%0.28%Q2 2021Q4 20227
Betterment LLC 770.00%0.02%0.04%Q4 2022Q2 20247
Ameritas Advisory Services, LLC 430.11%0.13%0.14%Q3 2022Q2 20247
Ruedi Wealth Management, Inc. 770.21%0.38%0.49%Q4 2022Q2 20247
HBW ADVISORY SERVICES LLC 770.31%0.43%0.50%Q4 2022Q2 20247
PLANNING DIRECTIONS INC 771.45%1.77%2.05%Q4 2022Q2 20247
Bridgeworth, LLC 770.04%0.69%1.65%Q2 2022Q4 20237
John W. Brooker & Co., CPAs 772.17%4.51%5.96%Q2 2021Q4 20227
Compass Financial Group, INC/SD 770.15%0.19%0.26%Q4 2022Q2 20247
SAGE RHINO CAPITAL LLC 770.74%0.87%1.00%Q4 2022Q2 20247
PFG Advisors 770.03%0.05%0.11%Q3 2022Q1 20247
Applied Capital LLC 430.30%0.65%1.01%Q3 2021Q1 20247
Annapolis Financial Services, LLC 770.14%1.01%1.74%Q4 2022Q2 20247
SP Asset Management LLC 770.35%0.62%1.06%Q4 2022Q2 20247
Mills Wealth Advisors LLC 770.84%2.92%4.44%Q4 2022Q2 20247
Red Wave Investments LLC 772.91%5.68%8.39%Q4 2022Q2 20247
Janney Montgomery Scott LLC 770.00%0.01%0.05%Q4 2022Q2 20247
UBS Group AG 310.00%0.00%0.00%Q3 2021Q2 20247
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 770.01%0.02%0.03%Q4 2022Q2 20247
Signature Wealth Management Group 430.95%1.42%1.76%Q3 2022Q2 20247
Chicago Partners Investment Group LLC 770.14%0.20%0.24%Q4 2022Q2 20247
Forvis Mazars Wealth Advisors, LLC 770.01%0.13%0.30%Q2 2022Q4 20237
Lakewood Asset Management LLC 770.47%0.62%0.80%Q4 2022Q2 20247
Koss-Olinger Consulting, LLC 610.07%2.33%3.77%Q2 2021Q3 20237
Laird Norton Wetherby Wealth Management, LLC 770.07%0.09%0.11%Q3 2021Q1 20237
Brookstone Capital Management 520.01%0.01%0.05%Q3 2022Q2 20247
Life Planning Partners, Inc 430.57%0.71%0.79%Q4 2021Q2 20247
AVANTAX ADVISORY SERVICES, INC. 610.00%0.02%0.03%Q2 2022Q2 20247
Apexium Financial, LP 770.03%0.04%0.05%Q4 2022Q2 20247
Corient Private Wealth LLC 770.02%0.02%0.02%Q4 2022Q2 20247
Core Wealth Advisors, Inc. 770.02%0.21%0.28%Q4 2022Q2 20247
HORIZON KINETICS ASSET MANAGEMENT LLC 770.08%0.25%0.32%Q4 2022Q2 20247
FLOW TRADERS U.S. LLC 310.02%0.26%1.24%Q3 2021Q2 20247
HTG Investment Advisors, Inc. 771.31%1.49%1.60%Q4 2022Q2 20247
ICA Group Wealth Management, LLC 770.01%0.05%0.14%Q4 2022Q2 20247
Fullen Financial Group 610.11%0.16%0.26%Q2 2021Q1 20237
Madrona Financial Services, LLC 610.09%0.45%0.92%Q2 2022Q1 20247
Farther Finance Advisors, LLC 770.00%0.00%0.01%Q4 2022Q2 20247
Graves Light Lenhart Wealth, Inc. 770.04%0.26%0.77%Q4 2021Q2 20237
Financial Perspectives, Inc 770.02%0.20%0.25%Q4 2022Q2 20247
Financial Management Professionals, Inc. 771.66%2.21%2.81%Q4 2022Q2 20247
Cerity Partners LLC 770.00%0.00%0.01%Q4 2022Q2 20247
JPMORGAN CHASE & CO 510.00%0.05%0.08%Q3 2021Q2 20247
COLDSTREAM CAPITAL MANAGEMENT INC 320.01%0.01%0.01%Q4 2021Q2 20247
RAYMOND JAMES & ASSOCIATES 770.00%0.00%0.00%Q4 2022Q2 20247
FOSTER & MOTLEY INC 770.02%0.10%0.18%Q2 2021Q4 20227
INSPIRION WEALTH ADVISORS, LLC 770.04%0.05%0.05%Q4 2022Q2 20247
BBJS FINANCIAL ADVISORS, LLC 660.05%1.52%2.32%Q4 2022Q1 20246
Bath Savings Trust Co 660.03%0.03%0.04%Q1 2023Q2 20246
Cardinal Point Capital Management ULC 420.06%0.08%0.13%Q4 2022Q2 20246
Blue Trust, Inc. 660.41%0.88%1.14%Q1 2023Q2 20246
RITHOLTZ WEALTH MANAGEMENT 330.02%1.62%3.29%Q4 2022Q2 20246
BANK OF AMERICA CORP /DE/ 410.00%0.00%0.00%Q4 2021Q2 20246
Anson Capital, Inc. 660.57%1.99%4.80%Q1 2023Q2 20246
NewEdge Wealth, LLC 660.01%0.18%0.36%Q1 2023Q2 20246
Wealthcare Advisory Partners LLC 420.01%0.01%0.02%Q2 2022Q2 20246
ST GERMAIN D J CO INC 510.00%0.44%2.53%Q4 2022Q2 20246
New Capital Management LP 420.58%0.85%1.70%Q4 2022Q2 20246
COLONY GROUP LLC 420.01%0.01%0.02%Q4 2021Q3 20236
Financial Network Wealth Management LLC 510.08%0.17%0.33%Q4 2022Q2 20246
Chesley Taft & Associates LLC 660.12%0.13%0.14%Q1 2023Q2 20246
EVERGREEN CAPITAL MANAGEMENT LLC 660.01%0.02%0.02%Q2 2022Q3 20236
ZAZOVE ASSOCIATES LLC 660.45%0.54%0.66%Q1 2023Q2 20246
FMR LLC 660.00%0.00%0.00%Q3 2022Q4 20236
EVERMAY WEALTH MANAGEMENT LLC 660.00%0.01%0.04%Q1 2022Q2 20236
Pallas Capital Advisors LLC 660.30%0.54%0.77%Q3 2022Q4 20236
MADISON WEALTH MANAGEMENT 661.31%1.41%1.54%Q2 2022Q3 20236
Pinnacle Wealth Planning Services, Inc. 660.04%0.08%0.10%Q1 2023Q2 20246
Elgethun Capital Management 660.28%0.44%0.52%Q2 2021Q3 20226
Alaska Wealth Advisors 510.08%0.10%0.15%Q4 2021Q2 20236
WESTWOOD HOLDINGS GROUP INC 660.00%0.01%0.01%Q2 2022Q3 20236
Neuberger Berman Group LLC 660.01%0.02%0.03%Q2 2021Q3 20226
WELLS FARGO & COMPANY/MN 510.00%0.01%0.02%Q2 2022Q2 20246
Centered Wealth LLC dba Miller Equity Capital Advisors 661.61%4.40%7.59%Q2 2021Q3 20226
Regal Investment Advisors LLC 660.02%0.04%0.04%Q4 2022Q1 20246
HOLDERNESS INVESTMENTS CO 330.08%0.19%0.37%Q2 2021Q3 20236
Rinkey Investments 660.21%0.26%0.31%Q2 2022Q3 20236
NewEdge Advisors, LLC 310.00%0.00%0.02%Q4 2021Q2 20246
GOFEN & GLOSSBERG LLC /IL/ 660.01%0.03%0.04%Q3 2021Q4 20226
Dorsey & Whitney Trust CO LLC 660.08%0.13%0.30%Q1 2023Q2 20246
David Kennon Inc 663.16%6.41%9.36%Q1 2023Q2 20246
Industrial Alliance Investment Management Inc. 550.01%0.04%0.10%Q2 2023Q2 20245
CGC Financial Services, LLC 550.43%0.59%0.87%Q2 2023Q2 20245
CRA Financial Services, LLC 320.17%0.19%0.20%Q2 2021Q3 20225
Ausdal Financial Partners, Inc. 320.02%0.24%0.61%Q4 2022Q2 20245
Cresset Asset Management, LLC 550.00%0.01%0.04%Q1 2023Q1 20245
Colorado Capital Management, Inc. 550.16%0.43%0.85%Q4 2022Q4 20235
Hoese & Co LLP 553.12%4.45%6.18%Q2 2022Q2 20235
PATHSTONE FAMILY OFFICE, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Kraft, Davis & Associates, LLC 550.31%0.66%0.95%Q2 2023Q2 20245
Bank of New York Mellon Corp 410.00%0.02%0.02%Q3 2021Q4 20225
Joel Isaacson & Co., LLC 410.02%0.02%0.03%Q2 2021Q1 20245
Clean Yield Group 550.05%0.06%0.09%Q2 2022Q2 20235
NATIONAL BANK OF CANADA /FI/ 320.00%0.00%0.00%Q1 2022Q2 20245
American Trust 550.26%0.31%0.40%Q1 2023Q1 20245
Modera Wealth Management, LLC 550.01%0.02%0.02%Q2 2023Q2 20245
OPPENHEIMER & CO INC 550.00%0.04%0.14%Q2 2022Q2 20235
Montecito Bank & Trust 550.06%0.10%0.22%Q2 2022Q2 20235
Advisory Services Network, LLC 320.00%0.00%0.01%Q4 2022Q1 20245
Angeles Investment Advisors, LLC 551.52%2.78%4.76%Q2 2021Q2 20225
Prime Capital Investment Advisors, LLC 550.01%0.01%0.01%Q2 2023Q2 20245
Coulter & Justus Financial Services, LLC 550.41%1.14%2.53%Q3 2022Q3 20235
CFS Investment Advisory Services, LLC 320.02%0.07%0.16%Q4 2021Q2 20245
Private Advisor Group, LLC 550.00%0.01%0.01%Q2 2023Q2 20245
SP Asset Management 551.07%1.51%1.95%Q3 2021Q3 20225
Keudell/Morrison Wealth Management 550.16%0.25%0.39%Q3 2021Q3 20225
EVERETT HARRIS & CO /CA/ 550.00%0.04%0.10%Q2 2021Q2 20225
Focus Financial Network, Inc. 320.16%0.19%0.21%Q1 2023Q2 20245
PINNACLE ASSOCIATES LTD 320.00%0.01%0.03%Q3 2021Q1 20245
ADVISORY RESEARCH INC 550.42%0.67%0.90%Q2 2023Q2 20245
Capital Square, LLC 320.75%0.99%1.13%Q4 2022Q2 20245
Atria Wealth Solutions, Inc. 550.01%0.01%0.02%Q2 2023Q2 20245
REGATTA CAPITAL GROUP, LLC 440.28%1.58%3.76%Q3 2023Q2 20244
Summit Global Investments 440.08%0.10%0.10%Q2 2022Q1 20234
Arden Trust Co 440.11%0.17%0.24%Q4 2022Q3 20234
Cardinal Point Wealth Management Partners, LLC 440.15%0.15%0.16%Q4 2021Q3 20224
WELCH & FORBES LLC 220.07%0.08%0.10%Q3 2021Q3 20224
Fort Point Capital Partners LLC 440.05%0.15%0.29%Q4 2022Q3 20234
TFO Wealth Partners, LLC 440.02%0.09%0.18%Q4 2021Q3 20224
Mutual Advisors, LLC 440.02%0.04%0.08%Q2 2022Q1 20234
RGT Wealth Advisors, LLC 440.04%0.05%0.07%Q4 2021Q3 20224
American Portfolios Advisors 440.00%0.00%0.01%Q4 2021Q3 20224
NBC SECURITIES, INC. 440.00%0.00%0.01%Q3 2023Q2 20244
True North Advisors, LLC 310.13%0.26%0.39%Q4 2021Q2 20234
FIRST MANHATTAN CO. LLC. 440.00%0.00%0.01%Q2 2023Q1 20244
CPWM, LLC 440.03%0.22%0.35%Q4 2021Q3 20224
EXENCIAL WEALTH ADVISORS, LLC 440.01%0.01%0.02%Q1 2022Q4 20224
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 440.02%0.02%0.02%Q3 2023Q2 20244
Wallington Asset Management, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
New England Private Wealth Advisors LLC 440.08%0.10%0.11%Q3 2021Q2 20224
COMERICA BANK 440.00%0.00%0.00%Q3 2023Q2 20244
LGT Financial Advisors LLC 440.12%0.14%0.21%Q3 2023Q2 20244
PARTNERS CAPITAL INVESTMENT GROUP, LLP 440.02%0.05%0.10%Q3 2023Q2 20244
BROOKS, MOORE & ASSOCIATES, INC. 440.17%0.29%0.46%Q2 2021Q1 20224
Laidlaw Wealth Management LLC 440.19%0.28%0.35%Q3 2023Q2 20244
Roberts Wealth Advisors, LLC 441.22%1.91%2.90%Q3 2023Q2 20244
Fortis Capital Advisors, LLC 440.20%0.36%0.54%Q4 2022Q3 20234
St. James Investment Advisors, LLC 310.03%0.49%1.16%Q4 2021Q4 20224
UMB Bank, n.a. 440.02%0.03%0.03%Q4 2021Q3 20224
AE Wealth Management LLC 440.04%0.07%0.12%Q3 2023Q2 20244
GSG Advisors LLC 440.11%0.19%0.25%Q3 2023Q2 20244
WEALTHSOURCE PARTNERS, LLC 440.02%0.03%0.03%Q1 2023Q4 20234
Tradition Wealth Management, LLC 440.01%0.02%0.02%Q1 2023Q4 20234
Lokken Investment Group LLC 440.23%0.31%0.46%Q1 2023Q4 20234
Allegheny Financial Group LTD 440.12%0.13%0.15%Q3 2023Q2 20244
BLB&B Advisors, LLC 440.03%0.10%0.17%Q3 2021Q2 20224
Penserra Capital Management LLC 310.00%0.00%0.00%Q2 2023Q2 20244
Coyle Financial Counsel LLC 444.01%4.12%4.42%Q3 2023Q2 20244
Sequoia Financial Advisors, LLC 310.01%0.01%0.01%Q4 2021Q4 20224
SIMON QUICK ADVISORS, LLC 440.05%0.07%0.09%Q2 2022Q1 20234
N.E.W. Advisory Services LLC 220.06%0.06%0.07%Q3 2021Q3 20224
Beaird Harris Wealth Management, LLC 310.05%0.06%0.08%Q4 2021Q2 20244
TIAA TRUST, NATIONAL ASSOCIATION 440.00%0.00%0.00%Q3 2023Q2 20244
Citizens Business Bank 330.03%0.04%0.05%Q4 2021Q2 20223
REDMONT WEALTH ADVISORS LLC 330.32%0.46%0.66%Q3 2022Q1 20233
Schulz Wealth, LTD. 339.35%10.28%11.86%Q4 2023Q2 20243
Christensen, King & Associates Investment Services, Inc. 330.20%0.20%0.21%Q4 2023Q2 20243
Ballentine Capital Advisors, Inc 330.68%0.77%0.87%Q4 2023Q2 20243
RETIREMENT CAPITAL STRATEGIES 210.91%2.85%5.12%Q3 2021Q3 20223
BlackDiamond Wealth Management, LLC 330.37%0.41%0.49%Q4 2021Q2 20223
Perigon Wealth Management, LLC 210.01%0.05%0.08%Q4 2021Q4 20223
BARLOW WEALTH PARTNERS, INC. 330.03%0.04%0.04%Q4 2023Q2 20243
IEQ CAPITAL, LLC 330.01%0.02%0.02%Q4 2021Q2 20223
Sound Income Strategies, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Quadcap Wealth Management, LLC 330.05%0.16%0.21%Q4 2023Q2 20243
RFP Financial Group LLC 330.08%0.13%0.23%Q4 2022Q2 20233
MontVue Capital Management, Inc. 331.62%1.89%2.16%Q4 2023Q2 20243
Pathstone Holdings, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
MACROVIEW INVESTMENT MANAGEMENT LLC 330.00%0.00%0.00%Q3 2023Q1 20243
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 330.08%0.18%0.30%Q4 2023Q2 20243
ADAR1 Capital Management, LLC 330.52%0.67%0.89%Q4 2023Q2 20243
Mesirow Financial Investment Management, Inc. 330.02%0.14%0.31%Q4 2023Q2 20243
Creekmur Asset Management LLC 330.02%0.02%0.03%Q4 2023Q2 20243
BRASADA CAPITAL MANAGEMENT, LP 330.10%0.11%0.12%Q4 2023Q2 20243
Biechele Royce Advisors 330.07%0.09%0.15%Q3 2023Q1 20243
LAM GROUP, INC. 330.02%0.02%0.02%Q4 2023Q2 20243
Clear Point Advisors Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
ROBINSON SMITH WEALTH ADVISORS LLC 330.30%0.33%0.35%Q4 2023Q2 20243
Concord Wealth Partners 110.02%0.03%0.03%Q4 2021Q4 20223
Curtis Advisory Group, LLC 330.26%0.33%0.38%Q1 2022Q3 20223
Legal Advantage Investments, Inc. 330.72%1.01%1.15%Q3 2021Q1 20223
NorthLanding Financial Partners, LLC 330.96%1.05%1.15%Q3 2022Q1 20233
Navalign, LLC 330.38%0.67%0.85%Q3 2022Q1 20233
RHS Financial, LLC 330.14%0.20%0.24%Q4 2023Q2 20243
HM PAYSON & CO 330.06%0.08%0.11%Q2 2021Q4 20213
NAPATREE CAPITAL LLC 330.71%0.94%1.08%Q4 2023Q2 20243
Integrated Wealth Concepts LLC 330.02%0.04%0.05%Q4 2023Q2 20243
Colony Group, LLC 330.01%0.03%0.07%Q4 2023Q2 20243
HANOVER ADVISORS INC 330.14%0.16%0.18%Q4 2023Q2 20243
Cetera Advisors LLC 330.01%0.01%0.01%Q2 2023Q4 20233
One Degree Advisors Inc 330.12%0.32%0.69%Q4 2023Q2 20243
MAINSAIL ASSET MANAGEMENT, LLC 330.54%0.62%0.69%Q4 2023Q2 20243
Stratos Wealth Advisors, LLC 330.23%0.34%0.41%Q3 2021Q1 20223
PRINCIPAL SECURITIES, INC. 330.00%0.00%0.00%Q4 2023Q2 20243
Zhang Financial LLC 330.03%0.11%0.23%Q4 2022Q2 20233
Paragon Capital Management Ltd 330.08%1.44%2.15%Q3 2021Q1 20223
SAM Advisors, LLC 210.15%0.18%0.21%Q2 2023Q2 20243
Pine Harbor Wealth Management, LLC 333.47%3.61%3.82%Q4 2023Q2 20243
STALEY CAPITAL ADVISERS INC 330.02%0.03%0.04%Q4 2021Q2 20223
Fonville Wealth Management LLC 334.43%4.70%5.20%Q4 2023Q2 20243
Avior Wealth Management, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
KITCHING PARTNERS, LLC 335.13%5.26%5.39%Q4 2023Q2 20243
AlphaCore Capital LLC 330.87%1.12%1.26%Q2 2023Q4 20233
TD Waterhouse Canada Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Dixon Hughes Goodman Wealth Advisors LLC 221.11%1.33%1.55%Q4 2021Q1 20222
Strategic Investment Solutions, Inc. /IL 220.01%0.21%0.42%Q3 2023Q4 20232
Fortis Group Advisors, LLC 220.18%0.22%0.27%Q1 2024Q2 20242
MAYPORT, LLC 220.13%0.14%0.14%Q2 2023Q3 20232
Busey Bank 220.08%0.09%0.09%Q1 2024Q2 20242
Headlands Technologies LLC 110.00%0.04%0.09%Q4 2022Q4 20232
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.06%0.08%0.10%Q1 2024Q2 20242
Anchor Investment Management, LLC 220.01%0.01%0.01%Q4 2023Q1 20242
Oakworth Capital, Inc. 220.60%0.67%0.74%Q2 2023Q3 20232
Equitable Holdings, Inc. 220.00%0.00%0.01%Q1 2024Q2 20242
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.12%0.24%Q2 2022Q3 20222
BOKF, NA 220.01%0.01%0.01%Q3 2021Q4 20212
Lavaca Capital LLC 220.20%0.21%0.23%Q2 2023Q3 20232
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q2 2022Q4 20232
KINGS POINT CAPITAL MANAGEMENT 220.00%0.00%0.00%Q4 2021Q1 20222
Whitegate Investment Counselors, Inc. 220.17%0.22%0.28%Q2 2021Q3 20212
Resource Management, LLC 220.39%0.40%0.41%Q3 2021Q4 20212
Laurel Wealth Advisors, Inc. 220.14%0.14%0.14%Q2 2022Q3 20222
Amplius Wealth Advisors, LLC 220.05%0.06%0.06%Q4 2021Q1 20222
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Palisade Asset Management, LLC 220.27%0.30%0.33%Q3 2021Q4 20212
HRT FINANCIAL LP 220.01%0.01%0.01%Q4 2022Q1 20232
HALBERT HARGROVE GLOBAL ADVISORS, LLC 220.98%1.02%1.06%Q4 2022Q1 20232
MATRIX PRIVATE CAPITAL GROUP LLC 220.24%0.32%0.39%Q4 2022Q1 20232
Parkside Investments, LLC 221.20%2.01%2.81%Q3 2023Q4 20232
Bleakley Financial Group, LLC 110.01%0.01%0.01%Q4 2022Q2 20232
CULBERTSON A N & CO INC 220.04%0.05%0.06%Q1 2024Q2 20242
Portfolio Solutions, LLC 220.04%0.04%0.04%Q2 2022Q3 20222
STUDIO INVESTMENT MANAGEMENT LLC 220.01%1.23%2.46%Q2 2022Q3 20222
Triumph Capital Management 220.11%0.11%0.11%Q2 2023Q3 20232
NavPoint Financial, Inc. 220.18%0.25%0.32%Q4 2023Q1 20242
Ten Capital Wealth Advisors, LLC 220.06%0.07%0.09%Q1 2023Q2 20232
EverSource Wealth Advisors, LLC 220.03%0.10%0.17%Q4 2021Q1 20222
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.01%0.01%0.01%Q1 2024Q2 20242
CWA Asset Management Group, LLC 220.07%0.29%0.50%Q3 2022Q4 20222
Carroll Financial Associates, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Warwick Investment Management, Inc. 220.13%0.20%0.27%Q1 2024Q2 20242
RAYMOND JAMES TRUST N.A. 220.01%0.01%0.01%Q4 2022Q1 20232
Prairie Wealth Advisors, Inc. 220.18%0.80%1.43%Q1 2024Q2 20242
Western Wealth Management, LLC 220.03%0.04%0.04%Q1 2022Q2 20222
Pinnacle Wealth Management Advisory Group, LLC 220.02%0.02%0.02%Q4 2023Q1 20242
Clearwater Capital Advisors, LLC 220.04%0.08%0.13%Q1 2024Q2 20242
Baird Financial Group, Inc. 220.00%0.00%0.00%Q1 2024Q2 20242
Baker Avenue Asset Management, LP 220.01%0.02%0.03%Q3 2021Q4 20212
FARR MILLER & WASHINGTON LLC/DC 220.03%0.03%0.03%Q2 2021Q3 20212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 220.01%0.01%0.01%Q2 2021Q3 20212
Watchman Group, Inc. 220.41%0.42%0.42%Q2 2022Q3 20222
HUNTINGTON NATIONAL BANK 220.00%0.00%0.00%Q1 2024Q2 20242
HEADINVEST, LLC 220.05%0.05%0.06%Q1 2022Q2 20222
SignalPoint Asset Management, LLC 220.15%0.15%0.15%Q1 2024Q2 20242
San Luis Wealth Advisors LLC 220.13%0.14%0.14%Q2 2023Q3 20232
WealthPlan Investment Management, LLC 220.12%0.57%1.03%Q4 2023Q1 20242
B. Riley Wealth Management, Inc. 220.00%0.01%0.02%Q1 2022Q2 20222
TITLEIST ASSET MANAGEMENT, LLC 220.07%0.33%0.59%Q1 2024Q2 20242
GHP Investment Advisors, Inc. 220.00%0.01%0.01%Q3 2023Q4 20232
BlueSky Wealth Advisors, LLC 220.42%0.44%0.45%Q2 2021Q3 20212
Family Management Corp 220.15%0.16%0.16%Q2 2022Q3 20222
TWO SIGMA SECURITIES, LLC 110.00%0.01%0.01%Q2 2022Q2 20242
Intercontinental Wealth Advisors, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
CREATIVE FINANCIAL DESIGNS INC /ADV 220.01%0.01%0.01%Q1 2024Q2 20242
CENTRAL VALLEY ADVISORS, LLC 220.23%0.24%0.26%Q4 2023Q1 20242
Birchcreek Wealth Management, LLC 220.16%0.20%0.24%Q2 2023Q3 20232
Providence Capital Advisors, LLC 220.04%0.07%0.10%Q2 2021Q3 20212
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2023Q4 20231
CGN Advisors LLC 110.12%0.12%0.12%Q2 2022Q2 20221
Tradewinds, LLC. 110.14%0.14%0.14%Q4 2022Q4 20221
Horan Securities, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Crane Advisory, LLC 110.22%0.22%0.22%Q3 2022Q3 20221
Integrated Advisors Network LLC 110.02%0.02%0.02%Q1 2024Q1 20241
THOMPSON DAVIS & CO., INC. 110.26%0.26%0.26%Q3 2023Q3 20231
Atria Investments, Inc 110.04%0.04%0.04%Q3 2022Q3 20221
Global Assets Advisory, LLC 110.03%0.03%0.03%Q1 2024Q1 20241
Cardinal Point Wealth Management LLC 110.12%0.12%0.12%Q3 2021Q3 20211
Ledyard National Bank 110.03%0.03%0.03%Q4 2021Q4 20211
Olistico Wealth, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Sonoma Private Wealth LLC 110.94%0.94%0.94%Q4 2022Q4 20221
Savant Capital, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
Heritage Wealth Advisors 110.01%0.01%0.01%Q2 2022Q2 20221
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q2 2024Q2 20241
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q4 2023Q4 20231
LINCOLN NATIONAL CORP 110.01%0.01%0.01%Q1 2024Q1 20241
Two West Capital Advisors LLC 112.19%2.19%2.19%Q2 2024Q2 20241
HARBOR INVESTMENT ADVISORY, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Breakwater Investment Management 110.07%0.07%0.07%Q1 2024Q1 20241
Adero Partners, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 110.02%0.02%0.02%Q2 2024Q2 20241
Smartleaf Asset Management LLC 110.01%0.01%0.01%Q4 2023Q4 20231
HARTLINE INVESTMENT CORP/ 110.36%0.36%0.36%Q3 2022Q3 20221
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Grey Street Capital, LLC 110.34%0.34%0.34%Q1 2023Q1 20231
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q2 2022Q2 20221
Fulcrum Capital LLC 110.06%0.06%0.06%Q2 2021Q2 20211
FIRST NATIONAL TRUST CO 110.03%0.03%0.03%Q3 2023Q3 20231
JUNCTURE WEALTH STRATEGIES, LLC 110.19%0.19%0.19%Q1 2022Q1 20221
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.51%0.51%0.51%Q2 2022Q2 20221
Bell Bank 110.03%0.03%0.03%Q3 2022Q3 20221
PRIVATE TRUST CO NA 110.01%0.01%0.01%Q2 2024Q2 20241
SOA Wealth Advisors, LLC. 110.00%0.00%0.00%Q3 2022Q3 20221
Beaumont Asset Management, L.L.C. 112.16%2.16%2.16%Q2 2023Q2 20231
ACUTE INVESTMENT ADVISORY, LLC 1115.64%15.64%15.64%Q2 2024Q2 20241
Wedmont Private Capital 110.39%0.39%0.39%Q1 2022Q1 20221
Steward Financial Group LLC 110.91%0.91%0.91%Q2 2022Q2 20221
TILIA FIDUCIARY PARTNERS, INC. 110.01%0.01%0.01%Q3 2022Q3 20221
TrueWealth Financial Partners 111.24%1.24%1.24%Q2 2024Q2 20241
Nachman Norwood & Parrott, Inc 110.02%0.02%0.02%Q2 2021Q2 20211
Diversified Portfolios, Inc. 110.10%0.10%0.10%Q4 2021Q4 20211
Sheets Smith Investment Management 110.69%0.69%0.69%Q4 2022Q4 20221
Long Run Wealth Advisors, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Winch Advisory Services, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
ENCOMPASS WEALTH ADVISORS, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
ORG Partners LLC 110.07%0.07%0.07%Q2 2024Q2 20241
COLUMBIA ADVISORY PARTNERS LLC 110.45%0.45%0.45%Q2 2024Q2 20241
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2024Q2 20241
Prospera Financial Services Inc 110.11%0.11%0.11%Q3 2023Q3 20231
Planning Center, Inc. 110.36%0.36%0.36%Q4 2022Q4 20221
Foundations Investment Advisors, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
IFG Advisory, LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Exchange Capital Management, Inc. 110.05%0.05%0.05%Q1 2023Q1 20231
TIEDEMANN ADVISORS, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
AWM CAPITAL, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
Simplicity Solutions, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Aptus Capital Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Vawter Financial, Ltd. 110.39%0.39%0.39%Q4 2022Q4 20221
Orion Portfolio Solutions, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
WESBANCO BANK INC 110.01%0.01%0.01%Q2 2024Q2 20241
Retirement Group, LLC 110.06%0.06%0.06%Q4 2021Q4 20211
Elser Financial Planning, Inc 110.50%0.50%0.50%Q2 2024Q2 20241
M&T BANK CORP 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Sense Advisors, Inc. 1112.67%12.67%12.67%Q1 2022Q1 20221
TFC Financial Management, Inc. 110.04%0.04%0.04%Q2 2022Q2 20221
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2023Q3 20231
Argent Trust Co 110.02%0.02%0.02%Q3 2023Q3 20231
Jacobi Capital Management LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Mirae Asset Global Investments Co., Ltd. 110.00%0.00%0.00%Q2 2024Q2 20241
Darrow Company, Inc. 110.19%0.19%0.19%Q2 2022Q2 20221
Perfromance Wealth Partners, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
William Howard & Co Financial Advisors Inc 110.31%0.31%0.31%Q2 2024Q2 20241
Fountainhead AM, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
FOCUS FINANCIAL NETWORK INC /ADV 110.23%0.23%0.23%Q4 2023Q4 20231
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Ranch Capital Advisors Inc. 110.08%0.08%0.08%Q3 2021Q3 20211
Camarda Financial Advisors, LLC 110.52%0.52%0.52%Q2 2024Q2 20241
Outlook Wealth Advisors, LLC 110.70%0.70%0.70%Q4 2022Q4 20221
Rockbridge Investment Management, LCC 110.01%0.01%0.01%Q4 2023Q4 20231
Crewe Advisors LLC 110.01%0.01%0.01%Q2 2024Q2 20241
Kings Path Partners LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Windsor Advisory Group, LLC 113.31%3.31%3.31%Q1 2023Q1 20231
ROMANO BROTHERS AND COMPANY 110.32%0.32%0.32%Q3 2023Q3 20231
External links

This page lists all the filers that currently own VANGUARD BD INDEX FDS or have owned VANGUARD BD INDEX FDS in the past.