Ticker: VIG CUSIP: 921908844 Class: DIV APP ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| KINTRA WEALTH, LLC | 100,281 | $22,040 |
| MRWM Advisors, LLC | 14,428 | $3,171 |
| Elevation Capital Advisory, LLC | 18,253 | $4,012 |
| Aprio Wealth Management, LLC | 1,352 | $19,859 |
| Kingdom Financial Group LLC. | 16,360 | $3,596 |
| Urban Wealth Management, LLC | 5,216 | $1,146 |
| Hershey Financial Advisers, LLC | 6,026 | $1,324 |
| Trace Wealth Advisors, LLC | 4,918 | $1,081 |
| Trevian Wealth Management LLC | 6,822 | $1,499 |
| Advisor Resource Council | 4,789 | $1,083 |
| First Long Island Investors, LLC | 25,140 | $5,525 |
| ALTERNA WEALTH MANAGEMENT, INC | 2,382 | $524 |
| Innovative Wealth Building LLC | 2,366 | $520 |
| Ransom Advisory, Ltd | 3,670 | $807 |
| PALLADIEM, LLC | 1,383 | $306 |
| Capital CS Group, LLC | 915 | $201 |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | 1,519 | $334 |
| Archer Investment Management, LLC | 1,756 | $386 |
| Spectrum Investment Advisors, Inc. | 1,901 | $418 |
| Cordatus Wealth Management LLC | 3,744 | $823 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wingate Wealth Advisors, Inc. | 18,522 | 88,444 | +69,922 (+377.5%) |
| Raub Brock Capital Management LP | 4,297 | 90,382 | +86,085 (+2003.4%) |
| SimpliFi, Inc. | 59,122 | 104,848 | +45,726 (+77.3%) |
| Employees' Retirement Fund of the City of Fort Worth | 4,451 | 40,651 | +36,200 (+813.3%) |
| Ball & Co Wealth Management Inc. | 93,258 | 124,512 | +31,254 (+33.5%) |
| Councilmark Asset Management, LLC | 58,694 | 78,040 | +19,346 (+33.0%) |
| True Link Financial Advisors, LLC | 135,593 | 270,984 | +135,391 (+99.9%) |
| GEN Financial Management, INC. | 90,080 | 113,422 | +23,342 (+25.9%) |
| Baring Financial LLC | 8,199 | 22,022 | +13,823 (+168.6%) |
| FIDELITY D & D BANCORP INC | 27,739 | 47,393 | +19,654 (+70.9%) |
| Flywheel Private Wealth LLC | 83,485 | 99,543 | +16,058 (+19.2%) |
| CONQUIS FINANCIAL LLC | 53,279 | 62,081 | +8,802 (+16.5%) |
| Prodigy Asset Management LLC | 169,954 | 172,617 | +2,663 (+1.6%) |
| FIDELIS iM, LLC | 150,884 | 171,696 | +20,812 (+13.8%) |
| Cascades Capital Asset Management, LLC | 100,047 | 111,622 | +11,575 (+11.6%) |
| 360 Financial, Inc. | 359,604 | 380,314 | +20,710 (+5.8%) |
| AMARA FINANCIAL, LLC. | 90,101 | 97,959 | +7,858 (+8.7%) |
| Western Pacific Wealth Management, LP | 49,365 | 53,560 | +4,195 (+8.5%) |
| ROVIN CAPITAL /UT/ /ADV | 38,333 | 61,783 | +23,450 (+61.2%) |
| McCarthy Asset Management, Inc. | 122,730 | 124,158 | +1,428 (+1.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 111,042 | 39,784 | -71,258 (-64.2%) |
| Northwest Financial Advisors | 21,140 | 3,004 | -18,136 (-85.8%) |
| Rooted Wealth Advisors, Inc. | 57,639 | 14,882 | -42,757 (-74.2%) |
| McCarthy & Cox | 100,386 | 2,263 | -98,123 (-97.7%) |
| Stokes Family Office, LLC | 439,120 | 342,887 | -96,233 (-21.9%) |
| PETERSON WEALTH MANAGEMENT | 60,361 | 43,950 | -16,411 (-27.2%) |
| LM Advisors LLC | 99,920 | 22,147 | -77,773 (-77.8%) |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 45,115 | 26,937 | -18,178 (-40.3%) |
| Arlington Trust Co LLC | 182,173 | 167,220 | -14,953 (-8.2%) |
| Buska Wealth Management, LLC | 202,172 | 159,153 | -43,019 (-21.3%) |
| Strategic Financial Concepts, LLC | 64,881 | 1,710 | -63,171 (-97.4%) |
| Nikulski Financial, Inc. | 103,790 | 81,954 | -21,836 (-21.0%) |
| Yukon Wealth Management, Inc. | 51,481 | 33,978 | -17,503 (-34.0%) |
| JT Stratford LLC | 134,922 | 100,677 | -34,245 (-25.4%) |
| Tandem Investment Partners LLC | 16,618 | 10,430 | -6,188 (-37.2%) |
| Sandy Cove Advisors, LLC | 47,440 | 34,349 | -13,091 (-27.6%) |
| Mosaic Advisors LLC | 17,359 | 16,346 | -1,013 (-5.8%) |
| Mittelman Wealth Management | 103,857 | 97,957 | -5,900 (-5.7%) |
| McClarren Financial Advisors, Inc. | 24,036 | 18,509 | -5,527 (-23.0%) |
| Yoder Wealth Management, Inc. | 37,381 | 30,428 | -6,953 (-18.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Robertson Stephens Wealth Management, LLC | 667,622 | $144,642 |
| Wolfstich Capital, LLC | 6,186 | $1,335 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 60,005 | $12,949 |
| Consolidated Portfolio Review Corp | 21,401 | $4,618 |
| BTS Asset Management, Inc. | 1,878 | $405 |
| NovaPoint Capital, LLC | 7,812 | $1,686 |
| Constant Guidance Financial LLC | 2,592 | $559 |
| ATLAS CAPITAL ADVISORS LLC | 13,295 | $2,721 |
| Davies Financial Advisors, Inc. | 1,493 | $322 |
| Summit Wealth Partners, LLC | 6,252 | $1,349 |
| SALZHAUER MICHAEL | 300 | $554 |
| Investments & Financial Planning, LLC | 1,942 | $419 |
| GOLDEN ROAD ADVISORS LLC | 1,731 | $374 |
| Chokshi & Queen Wealth Advisors, Inc | 1,832 | $395 |
| Painted Porch Advisors LLC | 2,244 | $484 |
| Capasso Planning Partners LLC | 1,494 | $322 |
| BRIGHTON JONES LLC | 23,363 | $5,041 |
| DIXON FNANCIAL SERVICES, INC. | 1,600 | $345 |
| BOYAR ASSET MANAGEMENT INC. | 1,034 | $223 |
| Tenon Financial LLC | 1,340 | $289 |