How many institutions own VUG stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own VUG shares is N/A, representing N/A of the company's common stock.

Who are the major shareholders selling Vanguard Growth Index Fund stock?

COMMONWEALTH EQUITY SERVICES, LLC, in the last quarter, reduced its stake in VUG by -4.51% restricting it's holding to 1.71 million shares of worth nearly $821.00M. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO also lessened -0.53% of the VUG shares from its portfolio, reducing its holding to 1.78 million shares of worth $851.84M. BANK OF NEW YORK MELLON CORP also shunned VUG shares holding by -1.27% last quarter which brought its holding to 1.93 million shares worth $926.30M.

Investors who are buying VUG stock?

As per its latest 13F filing, JPMORGAN CHASE & CO increased its stake in VUG by 0.49% in the last quarter. The institutional holder raised its holding to 1.74 million shares having worth more than $834.62M. D.A. DAVIDSON & CO. also added 0.89% more shares of VUG to its portfolio, raising its holding to 1.77 million shares of worth $850.82M. MARINER, LLC also increased its VUG shares holding by 0.12% which brought its holding to 1.79 million shares worth $858.03M.

VUG's major insiders: who are they?

The insider with the most stakes in VUG is N/A , N/A at the company. Additionally, VUG stock is highly held by N/A N/A and N/A N/A among others.

Did an insider recently sell VUG stock?

Company executives, directors, and other insiders own N/A percent of Vanguard Growth Index Fund's stock. Within the last six months, there have been 0 transaction(s) in which VUG insiders have sold stock, totaling 0 shares. Insiders that have sold shares include .

Which insider recently purchased VUG stock?

There have been 0 transaction(s) during the past 6-months in which Vanguard Growth Index Fund insiders have bought stock, totalling 0 shares

How much of VUG does insiders own?

Around 0 Vanguard Growth Index Fund shares are held by insiders, which represents about N/A of VUG stock.

Who is the insider with the largest stake?

VUG N/A, N/A holds the largest portfolio of the company's shares. VUG shares owned by N/A total nearly -.

Which institution holds the most shares in VUG?

COMMONWEALTH EQUITY SERVICES, LLC is the largest institutional owner in VUG which holds 1.71 million shares worth $821.00M or 0.24% of the total VUG shares outstanding followed by JPMORGAN CHASE & CO with ownership of 1.74 million shares representing 0.24% of the VUG ownership. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO is the third largest stakeholder with 1.78 million shares or 0.25% of the ownership worth more than $851.84M.

Is Vanguard Growth Index Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the VUG is concerned, it is a stock which is optionable.

Is there a short position on VUG's shares?

Number of VUG shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding VUG shares are there?

As of today, null shares of VUG are outstanding.

Is there many float in VUG stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, VUG has null shares in float.

VUG short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for VUG is null.

Vanguard Growth Index Fund (VUG) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Institutional Ownership

About N/A of shares are held by financial institutions. COMMONWEALTH EQUITY SERVICES, LLC is the top corporate investor, holding 1.71M shares valued at $821.00M. A 0.24% stake in Vanguard Growth Index Fund is owned by the company. JPMORGAN CHASE & CO owns 1.74M shares valued at $834.62M, which translates its holding of 0.24% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.24%	1.71M	821M	-80.79K	-4.51%
Sep 30, 2025	JPMORGAN CHASE & CO	0.24%	1.74M	834.62M	8.48K	+0.49%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.25%	1.78M	851.84M	-9.43K	-0.53%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.25%	1.77M	850.82M	15.64K	+0.89%
Sep 30, 2025	MARINER, LLC	0.25%	1.79M	858.03M	2.2K	+0.12%
Sep 30, 2025	BANK OF NEW YORK MELLON CORP	0.27%	1.93M	926.3M	-24.86K	-1.27%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.29%	2.08M	995.45M	749.24K	+56.49%
Sep 30, 2025	ADVISER INVESTMENTS LLC	0.3%	2.16M	1.04B	-15.11K	-0.69%
Sep 30, 2025	ROYAL BANK OF CANADA	0.3%	2.17M	1.04B	130.54K	+6.39%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.32%	2.33M	1.12B	-752	-0.03%
Sep 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	0.35%	2.53M	1.21B	-34.08K	-1.33%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.35%	2.54M	1.22B	71.64K	+2.90%
Sep 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	0.49%	3.51M	1.68B	-107.88K	-2.98%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.54%	3.87M	1.86B	-18.03K	-0.46%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.59%	4.21M	2.02B	90.8K	+2.20%
Sep 30, 2025	LPL FINANCIAL LLC	0.76%	5.47M	2.62B	130.96K	+2.45%
Sep 30, 2025	UBS GROUP AG	0.81%	5.8M	2.78B	-112.17K	-1.90%
Sep 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	0.95%	6.82M	3.27B	-435.06K	-6.00%
Sep 30, 2025	MORGAN STANLEY	2.05%	14.77M	7.09B	214.38K	+1.47%
Sep 30, 2025	JONES FINANCIAL COMPANIES LLLP	4.89%	35.22M	16.78B	156.19K	+0.45%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	6.54%	47.09M	22.58B	-2.3M	-4.66%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	1.16%	8.32M	3.99B	191.4K	+2.36%
Sep 30, 2025	JAPAN SCIENCE & TECHNOLOGY AGENCY	0.05%	350.95K	168.32M	350.95K	+100.00%
Sep 30, 2025	FMR LLC	0.36%	2.62M	1.26B	-68.36K	-2.54%
Sep 30, 2025	LINCOLN NATIONAL CORP	0.09%	674.15K	323.33M	-23.94K	-3.43%
Sep 30, 2025	WOODMONT INVESTMENT COUNSEL LLC	0.05%	392.93K	188.45M	-17.79K	-4.33%
Sep 30, 2025	BOK FINANCIAL PRIVATE WEALTH, INC.	0.05%	393.24K	188.8M	-7.14K	-1.78%
Sep 30, 2025	BROOKSTONE CAPITAL MANAGEMENT	0.06%	401.58K	192.6M	15.36K	+3.98%
Sep 30, 2025	INVICTUS PRIVATE WEALTH, LLC	0.06%	413.49K	198.31M	4.72K	+1.15%
Sep 30, 2025	TRUEPOINT, INC.	0.06%	420.47K	201.66M	-5.05K	-1.19%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	442.48K	212.22M	4.46K	+1.02%
Sep 30, 2025	MATHER GROUP, LLC.	0.07%	488.87K	234.46M	-59.56K	-10.86%
Sep 30, 2025	ASSETMARK, INC	0.07%	494.57K	237.2M	-19.47K	-3.79%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.07%	500.64K	240.11M	18.44K	+3.83%
Sep 30, 2025	CWM, LLC	0.07%	518.98K	248.91M	-13.21K	-2.48%
Sep 30, 2025	RETIREMENT INVESTMENT ADVISORS, INC.	0.07%	528.53K	253.49M	-1.4K	-0.26%
Sep 30, 2025	WALDRON PRIVATE WEALTH LLC	0.08%	570.28K	273.8M	11.71K	+2.10%
Sep 30, 2025	BELL BANK	0.08%	568.3K	272.56M	-17.97K	-3.07%
Sep 30, 2025	CERITY PARTNERS LLC	0.08%	572.55K	274.6M	177.97K	+45.10%
Sep 30, 2025	CULLEN/FROST BANKERS, INC.	0.08%	577.51K	276.98M	1.48K	+0.26%
Sep 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.08%	609.83K	292.48M	-77.07K	-11.22%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.08%	589.94K	282.94M	119.95K	+25.52%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	593.91K	286.33M	-7.09K	-1.18%
Sep 30, 2025	CHOREO, LLC	0.14%	1.02M	488.74M	-6.44K	-0.63%
Sep 30, 2025	WAVERLY ADVISORS, LLC	0.1%	733.24K	351.67M	16.67K	+2.33%
Sep 30, 2025	MML INVESTORS SERVICES, LLC	0.1%	737.45K	353.69M	-47.96K	-6.11%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.1%	746.84K	358.24M	10.95K	+1.49%
Sep 30, 2025	NATIXIS ADVISORS, L.P.	0.1%	752.66K	37.23M	58.07K	+8.36%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.11%	810.88K	388.9M	-6.58K	-0.80%
Sep 30, 2025	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.12%	827.66K	396.97M	-76.13K	-8.42%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.12%	865.14K	414.93M	15.28K	+1.80%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.12%	866.1K	415.39M	-176.8K	-16.95%
Sep 30, 2025	CITIGROUP INC	0.12%	878.02K	421.11M	6.83K	+0.78%
Sep 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.13%	922.88K	442.62M	25.91K	+2.89%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	1.01M	475.91M	82.88K	+8.96%
Sep 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.14%	1.02M	488.46M	-4.41K	-0.43%
Sep 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.14%	1.02M	490.6M	-10.39K	-1.01%
Sep 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.14%	1.04M	10.08M	92.68K	+9.83%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.15%	1.06M	506.12M	24.62K	+2.39%
Sep 30, 2025	VANTAGEPOINT INVESTMENT ADVISERS LLC	0.15%	1.07M	515.41M	1.07M	+12,542.94%
Sep 30, 2025	GOLDMAN SACHS GROUP INC	0.16%	1.17M	560.42M	-16.61K	-1.40%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.17%	1.22M	584.58M	23.63K	+1.98%
Sep 30, 2025	PERFROMANCE WEALTH PARTNERS, LLC	0.18%	1.29M	619.02M	-25	0.00%
Sep 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.19%	1.37M	658.36M	503.03K	+57.84%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.2%	1.41M	673.84M	932.24K	+196.98%
Sep 30, 2025	SEI INVESTMENTS CO	0.2%	1.46M	702.58M	-3.41K	-0.23%
Sep 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.2%	1.47M	703.39M	-19.86K	-1.34%
Sep 30, 2025	BALENTINE LLC	0.21%	1.51M	726.36M	208.97K	+16.01%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.22%	1.6M	765.94M	44.61K	+2.87%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.49%	1.2M	523.99M	16.38K	+1.39%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.51%	1.23M	538.79M	607.44K	+97.74%
Jun 30, 2025	PERFROMANCE WEALTH PARTNERS, LLC	0.53%	1.29M	565.84M	-1.92K	-0.15%
Jun 30, 2025	BALENTINE LLC	0.54%	1.31M	572.34M	-3.17K	-0.24%
Jun 30, 2025	SEI INVESTMENTS CO	0.61%	1.47M	643.71M	-59.78K	-3.91%
Jun 30, 2025	CAPTRUST FINANCIAL ADVISORS	0.61%	1.49M	651.66M	51.11K	+3.56%
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.64%	1.55M	680.43M	73.29K	+4.96%
Jun 30, 2025	JPMORGAN CHASE & CO	0.72%	1.73M	759.19M	-64.1K	-3.57%
Jun 30, 2025	MARINER, LLC	0.74%	1.79M	783.34M	40.88K	+2.34%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0.81%	1.96M	857.6M	-39.44K	-1.98%
Jun 30, 2025	ADVISER INVESTMENTS LLC	0.9%	2.18M	954.05M	-305.58K	-12.31%
Jun 30, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.36%	869.66K	381.26M	60.17K	+7.43%
Jun 30, 2025	CITIGROUP INC	0.36%	871.19K	381.93M	242.23K	+38.51%
Jun 30, 2025	BELL BANK	0.24%	586.27K	257.02M	25.85K	+4.61%
Jun 30, 2025	WEALTHSPIRE ADVISORS, LLC	0.37%	896.98K	393.23M	-22.58K	-2.46%
Jun 30, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.42%	1.02M	448.42M	135.94K	+15.33%
Jun 30, 2025	CHOREO, LLC	0.42%	1.02M	449.61M	449	+0.04%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.43%	1.03M	451.84M	38.9K	+3.92%
Jun 30, 2025	MISSION WEALTH MANAGEMENT, LP	0.43%	1.03M	453M	36.6K	+3.67%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.43%	1.04M	457.21M	22K	+2.16%
Jun 30, 2025	ROYAL BANK OF CANADA	0.84%	2.04M	895.78M	35.51K	+1.77%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0.3%	722.84K	316.89B	424.34K	+142.16%
Jun 30, 2025	GOLDMAN SACHS GROUP INC	0.49%	1.19M	519.54B	-282.19K	-19.23%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.96%	2.33M	1.02B	9.3K	+0.40%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.02%	2.47M	1.08B	-165.6K	-6.28%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.61%	3.89M	1.71B	16.25K	+0.42%
Jun 30, 2025	JONES FINANCIAL COMPANIES LLLP	14.48%	35.06M	15.3B	2.79M	+8.64%
Jun 30, 2025	MORGAN STANLEY	6.01%	14.56M	6.38T	538.11K	+3.84%
Jun 30, 2025	LAUREL WEALTH ADVISORS LLC	3.79%	9.19M	20.95M	9.17M	+45,809.99%
Jun 30, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	3%	7.25M	3.18B	-47.88K	-0.66%
Jun 30, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.5%	3.62M	1.59B	-1.49K	-0.04%
Jun 30, 2025	EP WEALTH ADVISORS, LLC	1.43%	3.46M	1.52B	126.65K	+3.80%
Jun 30, 2025	FMR LLC	1.11%	2.69M	1.18B	-119.34K	-4.25%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.55%	1.33M	581.46M	206.41K	+18.43%
Jun 30, 2025	MILL CREEK CAPITAL ADVISORS, LLC	1.06%	2.56M	1.12B	-60.01K	-2.29%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.74%	1.79M	785.88M	-63.79K	-3.44%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.74%	1.79M	782.78M	38.03K	+2.18%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.73%	1.76M	770.85M	45.01K	+2.63%
Jun 30, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.39%	942.65K	9.49M	-1.13K	-0.12%
Jun 30, 2025	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.37%	903.78K	396.24M	35.57K	+4.10%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0.35%	849.86K	372.58M	10.34K	+1.23%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.38%	924.63K	402.23M	139.95K	+17.84%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.34%	817.45K	358.37M	347.41K	+73.91%
Jun 30, 2025	MML INVESTORS SERVICES, LLC	0.32%	785.41K	344.32M	56.3K	+7.72%
Jun 30, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.32%	774.83K	339.68M	4.81K	+0.62%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.3%	735.89K	322.66M	3.99K	+0.54%
Jun 30, 2025	WAVERLY ADVISORS, LLC	0.3%	716.57K	314.14M	39.76K	+5.87%
Jun 30, 2025	LINCOLN NATIONAL CORP	0.29%	698.09K	306.04M	1.17K	+0.17%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	1.7%	4.12M	1.81B	198.98K	+5.07%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	438.01K	192.03M	2.75K	+0.63%
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.28%	676.32K	296.5M	2.78K	+0.41%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.25%	601K	265.63M	1.64K	+0.27%
Jun 30, 2025	LPL FINANCIAL LLC	2.2%	5.34M	2.34B	371.6K	+7.49%
Jun 30, 2025	UBS GROUP AG	2.44%	5.92M	2.59B	40.31K	+0.69%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	3.36%	8.13M	3.56B	79.11K	+0.98%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	20.4%	49.39M	21.65B	851.11K	+1.75%
Jun 30, 2025	NATIXIS ADVISORS, L.P.	0.29%	694.59K	304.51M	116.6K	+20.17%
Jun 30, 2025	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.18%	447.09K	195.94M	1.79K	+0.40%
Jun 30, 2025	GARDE CAPITAL, INC.	0.19%	461.55K	202.34M	-12.74K	-2.69%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.19%	469.99K	206.04M	8.78K	+1.90%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0.2%	477.68K	209.51M	181.92K	+61.51%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.21%	507.89K	222.66M	52.66K	+11.57%
Jun 30, 2025	ASSETMARK, INC	0.21%	514.03K	225.35M	-8.25K	-1.58%
Jun 30, 2025	RETIREMENT INVESTMENT ADVISORS, INC.	0.22%	529.93K	232.32M	25.6K	+5.08%
Jun 30, 2025	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.22%	531.33K	232.93M	1K	+0.19%
Jun 30, 2025	MATHER GROUP, LLC.	0.23%	548.42K	240.43M	17.58K	+3.31%
Jun 30, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	686.9K	301.14M	-68.03K	-9.01%
Jun 30, 2025	COLONY GROUP, LLC	0.23%	554.04K	242.9M	14.1K	+2.61%
Jun 30, 2025	MONEY DESIGN CO.,LTD.	0.23%	554.15K	242.94M	11.41K	+2.10%
Jun 30, 2025	WALDRON PRIVATE WEALTH LLC	0.23%	558.57K	245.16M	21.29K	+3.96%
Jun 30, 2025	CULLEN/FROST BANKERS, INC.	0.24%	576.03K	252.53M	-10.13K	-1.73%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.49%	1.18M	437.14M	35.86K	+3.14%
Mar 31, 2025	PERFROMANCE WEALTH PARTNERS, LLC	0.53%	1.29M	479.33M	5.6K	+0.43%
Mar 31, 2025	MORGAN STANLEY	5.79%	14.02M	5.2B	102.8K	+0.74%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	3.32%	8.05M	2.98B	-149.67K	-1.83%
Mar 31, 2025	FINANCIAL ENGINES ADVISORS L.L.C.	3.02%	7.3M	2.71B	-297.81K	-3.92%
Mar 31, 2025	UBS GROUP AG	2.43%	5.88M	2.18B	-63.65K	-1.07%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.6%	3.87M	1.43B	330.55K	+9.34%
Mar 31, 2025	TIAA TRUST, NATIONAL ASSOCIATION	1.5%	3.62M	1.34B	17.66K	+0.49%
Mar 31, 2025	EP WEALTH ADVISORS, LLC	1.38%	3.34M	1.24B	109.65K	+3.40%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.46%	1.12M	415.28M	67.26K	+6.39%
Mar 31, 2025	CHOREO, LLC	0.42%	1.02M	374.69M	-30.09K	-2.85%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.41%	991.75K	367.76M	7.65K	+0.78%
Mar 31, 2025	WELLSPRING FINANCIAL ADVISORS, LLC	0.39%	943.78K	8.6M	-1.13K	-0.12%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.35%	839.52K	311.31M	30.69K	+3.79%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	784.68K	291.23M	-281.44K	-26.40%
Mar 31, 2025	LPL FINANCIAL LLC	2.05%	4.96M	1.84B	-164.41K	-3.21%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	1.62%	3.92M	1.45B	-70.63K	-1.77%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.96%	2.32M	860.26M	10.53K	+0.46%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.82%	2M	740.03M	-68.56K	-3.32%
Mar 31, 2025	MONETA GROUP INVESTMENT ADVISORS LLC	0.33%	809.49K	300.17M	25.07K	+3.20%
Mar 31, 2025	SEI INVESTMENTS CO	0.63%	1.53M	566.64M	-16.87K	-1.09%
Mar 31, 2025	HIGHTOWER ADVISORS, LLC	0.61%	1.48M	548.36M	60.77K	+4.29%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	20.05%	48.54M	18B	5.11M	+11.77%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.77%	1.86M	688.39M	-69.14K	-3.59%
Mar 31, 2025	JPMORGAN CHASE & CO	0.74%	1.8M	665.93M	23.9K	+1.35%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.72%	1.75M	648.01M	42.18K	+2.47%
Mar 31, 2025	MARINER, LLC	0.72%	1.75M	647.43M	94.48K	+5.72%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.42%	1.02M	378.57M	156.6K	+18.12%
Mar 31, 2025	MISSION WEALTH MANAGEMENT, LP	0.41%	996.7K	369.6M	-4.32K	-0.43%
Mar 31, 2025	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.37%	886.93K	328.89M	27.89K	+3.25%
Mar 31, 2025	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.36%	868.22K	321.95M	11.1K	+1.29%
Mar 31, 2025	NORTHEAST FINANCIAL CONSULTANTS INC	0.32%	770.02K	285.54M	-2.38K	-0.31%
Mar 31, 2025	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.31%	754.93K	279.94M	-28.11K	-3.59%
Mar 31, 2025	ROYAL BANK OF CANADA	0.83%	2.01M	744.52M	25.29K	+1.28%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.71%	1.71M	635.34M	-26.4K	-1.52%
Mar 31, 2025	GOLDMAN SACHS GROUP INC	0.61%	1.47M	544.1M	-103.44K	-6.59%
Mar 31, 2025	CAPTRUST FINANCIAL ADVISORS	0.59%	1.44M	521.79M	226.77K	+18.76%
Mar 31, 2025	BALENTINE LLC	0.54%	1.31M	485.29M	-387.65K	-22.85%
Mar 31, 2025	WEALTHSPIRE ADVISORS, LLC	0.38%	919.56K	340.99M	463.03K	+101.42%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.3%	731.9K	271.44M	5.24K	+0.72%
Mar 31, 2025	JONES FINANCIAL COMPANIES LLLP	13.33%	32.27M	11.95B	3.69M	+12.93%
Mar 31, 2025	FMR LLC	1.16%	2.81M	1.04B	-15.22K	-0.54%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.09%	2.64M	977.88M	271.66K	+11.48%
Mar 31, 2025	MILL CREEK CAPITAL ADVISORS, LLC	1.08%	2.62M	971.47M	-37.48K	-1.41%
Mar 31, 2025	ADVISER INVESTMENTS LLC	1.03%	2.48M	920.3M	-58.21K	-2.29%
Mar 31, 2025	MML INVESTORS SERVICES, LLC	0.3%	729.11K	270.37M	-36.79K	-4.80%
Mar 31, 2025	LINCOLN NATIONAL CORP	0.29%	696.92K	258.43M	-17.22K	-2.41%
Mar 31, 2025	WAVERLY ADVISORS, LLC	0.28%	676.81K	250.97M	39.96K	+6.27%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.28%	673.53K	249.76M	66.86K	+11.02%
Mar 31, 2025	CITIGROUP INC	0.26%	628.95K	233.23M	197.68K	+45.84%
Mar 31, 2024	MARINER, LLC	0.61%	1.48M	510.63M	95.4K	+6.87%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	17.4%	42.12M	14.5B	1.78M	+4.41%
Mar 31, 2024	PERFROMANCE WEALTH PARTNERS, LLC	0.51%	1.23M	424.69M	59.23K	+5.04%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.65%	1.58M	545.52M	22.49K	+1.44%
Mar 31, 2024	UBS GROUP AG	2.27%	5.5M	1.89B	-20.47K	-0.37%
Mar 31, 2024	CULLEN/FROST BANKERS, INC.	0.23%	553.01K	190.35M	4.17K	+0.76%
Mar 31, 2024	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.23%	558.63K	192.28M	-41.27K	-6.88%
Mar 31, 2024	MATHER GROUP, LLC.	0.24%	569.27K	176.97M	-3.22K	-0.56%
Mar 31, 2024	WAVERLY ADVISORS, LLC	0.24%	591.07K	203.45M	10.67K	+1.84%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.26%	637.29K	219.35M	-6.66K	-1.03%
Mar 31, 2024	MERIT FINANCIAL GROUP, LLC	0.27%	643.52K	218.15M	-48.27K	-6.98%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.27%	659.85K	227.12M	-3.21K	-0.48%
Mar 31, 2024	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.28%	666.41K	229.38M	2.82K	+0.42%
Mar 31, 2024	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.28%	681.28K	234.5M	-30.41K	-4.27%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.29%	693.34K	238.68M	-1.48K	-0.21%
Mar 31, 2024	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.3%	714.06K	245.78M	59.5K	+9.09%
Mar 31, 2024	NORTHEAST FINANCIAL CONSULTANTS INC	0.31%	739K	254.36M	37K	+5.27%
Mar 31, 2024	MML INVESTORS SERVICES, LLC	0.31%	747.65K	257.34M	14.44K	+1.97%
Mar 31, 2024	CAPTRUST FINANCIAL ADVISORS	0.36%	872.03K	300.15M	-40.93K	-4.48%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.37%	888.35K	305.9M	-276.53K	-23.74%
Mar 31, 2024	WELLSPRING FINANCIAL ADVISORS, LLC	0.39%	944.78K	8.38M	-835	-0.09%
Mar 31, 2024	MODERA WEALTH MANAGEMENT, LLC	0.4%	964.99K	332.15M	42.35K	+4.59%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.4%	973.14K	334.95M	-160.04K	-14.12%
Mar 31, 2024	CHOREO, LLC	0.4%	980.05K	337.33M	26K	+2.73%
Mar 31, 2024	MISSION WEALTH MANAGEMENT, LP	0.43%	1.03M	354.38M	54.49K	+5.59%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.43%	1.04M	356.67M	552.44K	+114.19%
Mar 31, 2024	HIGHTOWER ADVISORS, LLC	0.52%	1.25M	430.67M	-2.27K	-0.18%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.55%	1.34M	459.64M	-2.7K	-0.20%
Mar 31, 2024	GOLDMAN SACHS GROUP INC	0.63%	1.52M	523.64M	-866.46K	-36.29%
Mar 31, 2024	JPMORGAN CHASE & CO	0.65%	1.58M	544.25M	92.2K	+6.19%
Mar 31, 2024	SEI INVESTMENTS CO	0.66%	1.59M	546.09M	-24.65K	-1.53%
Mar 31, 2024	BALENTINE LLC	0.72%	1.74M	599.79M	522.13K	+42.78%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.39%	935.7K	322.07M	-18.2K	-1.91%
Mar 31, 2024	D.A. DAVIDSON & CO.	0.73%	1.76M	606.68M	-164.15K	-8.52%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.73%	1.78M	612.04M	1.78M	+100.00%
Mar 31, 2024	ROYAL BANK OF CANADA	0.79%	1.9M	655.38M	-18.76K	-0.98%
Mar 31, 2024	BANK OF NEW YORK MELLON CORP	0.84%	2.03M	698.21M	192.58K	+10.49%
Mar 31, 2024	FMR LLC	1.21%	2.92M	1.01B	-49.5K	-1.67%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.37%	3.31M	1.14B	66.08K	+2.04%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.43%	3.46M	1.19B	116.86K	+3.50%
Mar 31, 2024	TIAA TRUST, NATIONAL ASSOCIATION	1.46%	3.54M	1.22B	122.03K	+3.57%
Mar 31, 2024	LPL FINANCIAL LLC	1.95%	4.73M	1.63B	115.75K	+2.51%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	3.48%	8.42M	2.9B	-402.62K	-4.57%
Mar 31, 2024	FINANCIAL ENGINES ADVISORS L.L.C.	3.7%	8.95M	3.08B	-831.31K	-8.50%
Mar 31, 2024	MORGAN STANLEY	5.47%	13.25M	4.56B	369.46K	+2.87%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	7.64%	18.48M	6.36B	-753.91K	-3.92%
Mar 31, 2024	INVICTUS PRIVATE WEALTH, LLC	0.16%	375.39K	129.21M	2.33K	+0.62%
Mar 31, 2024	WOODMONT INVESTMENT COUNSEL LLC	0.16%	381.79K	131.41M	8.49K	+2.27%
Mar 31, 2024	CITIGROUP INC	0.16%	381.95K	131.49M	27.86K	+7.87%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.16%	398.76K	137.25M	9.2K	+2.36%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.17%	416.75K	143.44M	28.3K	+7.28%
Mar 31, 2024	CWM, LLC	0.18%	425.34K	146.4M	63.95K	+17.70%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	433.6K	149.25M	9.13K	+2.15%
Mar 31, 2024	WALDRON PRIVATE WEALTH LLC	0.18%	446K	153.51M	4.03K	+0.91%
Mar 31, 2024	TRUEPOINT, INC.	0.19%	448.52K	154.38M	-18.32K	-3.92%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.19%	461.18K	158.74M	11.73K	+2.61%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	498.01K	171.42M	-1.18K	-0.24%
Mar 31, 2024	ASSETMARK, INC	0.22%	539.86K	185.82M	74.62K	+16.04%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.99%	2.4M	826.63M	-16.94K	-0.70%
Mar 31, 2024	ADVISER INVESTMENTS LLC	1.08%	2.61M	897.41M	-126.97K	-4.64%
Mar 31, 2024	MILL CREEK CAPITAL ADVISORS, LLC	1.09%	2.65M	912.29M	169.67K	+6.84%
Mar 31, 2024	EP WEALTH ADVISORS, LLC	1.2%	2.91M	1B	17.61K	+0.61%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	7.95%	19.24M	5.98B	1.3M	+7.26%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.21%	499.19K	155.19M	8.85K	+1.80%
Dec 31, 2023	CULLEN/FROST BANKERS, INC.	0.23%	548.84K	170.62M	44.28K	+8.78%
Dec 31, 2023	MATHER GROUP, LLC.	0.24%	572.48K	177.97M	12.33K	+2.20%
Dec 31, 2023	MONETA GROUP INVESTMENT ADVISORS LLC	0.24%	574.1K	178.47M	31.79K	+5.86%
Dec 31, 2023	WAVERLY ADVISORS, LLC	0.24%	580.4K	180.44M	41.34K	+7.67%
Dec 31, 2023	UNITED CAPITAL FINANCIAL ADVISERS, LLC	0.25%	599.91K	186.5M	-375.89K	-38.52%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.27%	643.95K	200.19M	-27.15K	-4.05%
Dec 31, 2023	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	0.27%	654.56K	203.49M	3.99K	+0.61%
Dec 31, 2023	EQUITABLE HOLDINGS, INC.	0.27%	663.06K	206.13M	-21.9K	-3.20%
Dec 31, 2023	CBIZ INVESTMENT ADVISORY SERVICES, LLC	0.27%	663.59K	206.3M	-7.68K	-1.14%
Dec 31, 2023	MERIT FINANCIAL GROUP, LLC	0.29%	691.79K	215.06M	9.42K	+1.38%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.29%	694.82K	216.03M	7.24K	+1.05%
Dec 31, 2023	NORTHEAST FINANCIAL CONSULTANTS INC	0.29%	702K	218.24M	22.35K	+3.29%
Dec 31, 2023	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.29%	711.69K	221.25M	-67.8K	-8.70%
Dec 31, 2023	MML INVESTORS SERVICES, LLC	0.3%	733.21K	227.94M	49.77K	+7.28%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	16.67%	40.34M	12.54B	1.28M	+3.28%
Dec 31, 2023	CAPTRUST FINANCIAL ADVISORS	0.38%	912.96K	283.82M	5.59K	+0.62%
Dec 31, 2023	MODERA WEALTH MANAGEMENT, LLC	0.38%	922.64K	286.83M	80.27K	+9.53%
Dec 31, 2023	WELLSPRING FINANCIAL ADVISORS, LLC	0.39%	945.62K	7.92M	-183	-0.02%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.39%	953.9K	296.55M	64.93K	+7.30%
Dec 31, 2023	CHOREO, LLC	0.39%	954.05K	296.59M	-7.37K	-0.77%
Dec 31, 2023	MISSION WEALTH MANAGEMENT, LP	0.4%	975.08K	303.13M	6.92K	+0.72%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.47%	1.13M	352.28M	57.28K	+5.32%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.48%	1.16M	362.38M	-442.09K	-27.51%
Dec 31, 2023	PERFROMANCE WEALTH PARTNERS, LLC	0.49%	1.17M	365.16M	64.33K	+5.79%
Dec 31, 2023	BALENTINE LLC	0.5%	1.22M	379.41M	307.72K	+33.72%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.52%	1.25M	389.66M	80.64K	+6.88%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.55%	1.34M	415.99M	85.08K	+6.79%
Dec 31, 2023	MARINER, LLC	0.57%	1.39M	431.54M	61.95K	+4.67%
Dec 31, 2023	JPMORGAN CHASE & CO	0.62%	1.49M	462.91M	687.56K	+85.79%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.65%	1.56M	485.71M	9.21K	+0.59%
Dec 31, 2023	SEI INVESTMENTS CO	0.67%	1.61M	500.89M	-59.74K	-3.58%
Dec 31, 2023	BANK OF NEW YORK MELLON CORP	0.76%	1.84M	570.75M	-61.84K	-3.26%
Dec 31, 2023	ROYAL BANK OF CANADA	0.79%	1.92M	597.77M	31.36K	+1.66%
Dec 31, 2023	D.A. DAVIDSON & CO.	0.8%	1.93M	598.98M	-23.2K	-1.19%
Dec 31, 2023	GOLDMAN SACHS GROUP INC	0.99%	2.39M	742.31M	815.44K	+51.86%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	1%	2.42M	751.87M	-30.11K	-1.23%
Dec 31, 2023	MILL CREEK CAPITAL ADVISORS, LLC	1.02%	2.48M	771.23M	-5.52K	-0.22%
Dec 31, 2023	ADVISER INVESTMENTS LLC	1.13%	2.73M	850.01M	15.53K	+0.57%
Dec 31, 2023	EP WEALTH ADVISORS, LLC	1.2%	2.89M	899.62M	59.96K	+2.12%
Dec 31, 2023	FMR LLC	1.23%	2.97M	923.32M	-103.25K	-3.36%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.34%	3.24M	1.01B	134.84K	+4.34%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.38%	3.34M	1.04B	318.55K	+10.55%
Dec 31, 2023		1.41%	3.42M	1.06B	44.93K	+1.33%
Dec 31, 2023	LPL FINANCIAL LLC	1.91%	4.61M	1.43B	129.83K	+2.90%
Dec 31, 2023	UBS GROUP AG	2.28%	5.52M	1.72B	196.36K	+3.69%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	3.64%	8.82M	2.74B	-376.57K	-4.09%
Dec 31, 2023	FINANCIAL ENGINES ADVISORS L.L.C.	4.04%	9.78M	3.04B	-339.13K	-3.35%
Dec 31, 2023	MORGAN STANLEY	5.32%	12.88M	4B	627.83K	+5.12%

Frequently Asked Questions