Ticker: VGIT CUSIP: 92206C706 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MASTER'S WEALTH MANAGEMENT INC. | 583,422 | $34,964 |
| Financial Architects, LLC | 180,335 | $10,807 |
| Beacon Bank & Trust | 359,074 | $21,519 |
| SimpliFi, Inc. | 173,791 | $10,415 |
| Hershey Financial Advisers, LLC | 65,971 | $3,954 |
| Cornerstone Planning, LLC | 194,228 | $11,651 |
| FLOYD FINANCIAL GROUP LLC | 30,855 | $1,861 |
| Enclave Advisors LLC | 31,232 | $1,872 |
| Synergy Asset Management, LLC | 59,114 | $3,543 |
| Everest Management Corp. | 8,392 | $503 |
| Horizon Family Wealth, Inc. | 8,032 | $481 |
| ZEVIN ASSET MANAGEMENT LLC | 13,120 | $786 |
| Integrity Investment Advisors, LLC | 5,290 | $317 |
| Canandaigua National Trust Co of Florida | 4,070 | $244 |
| Tower Research Capital LLC (TRC) | 77,642 | $4,653 |
| High Probability Advisors, LLC | 16,890 | $1,012 |
| NORTH DALLAS BANK & TRUST CO | 3,749 | $225 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 9,646 | $578 |
| Carl P. Sherr & Co., LLC | 3,759 | $225 |
| Victrix Investment Advisors | 3,687 | $221 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Miller Investment Management, LP | 22,318 | 1,190,950 | +1,168,632 (+5236.3%) |
| Acropolis Investment Management, LLC | 73,208 | 1,507,605 | +1,434,397 (+1959.3%) |
| Heritage Financial Services, LLC | 4,409,449 | 5,202,760 | +793,311 (+18.0%) |
| AlphaQuest LLC | 108,106 | 803,838 | +695,732 (+643.6%) |
| DORVAL Corp | 197,745 | 302,292 | +104,547 (+52.9%) |
| Net Worth Advisory Group | 105,291 | 250,021 | +144,730 (+137.5%) |
| CYPRESS FINANCIAL PLANNING LLC | 460,231 | 578,081 | +117,850 (+25.6%) |
| CROBAN | 64,024 | 123,314 | +59,290 (+92.6%) |
| AMI INVESTMENT MANAGEMENT INC | 307,232 | 413,757 | +106,525 (+34.7%) |
| NEPC LLC | 6,472,647 | 8,137,837 | +1,665,190 (+25.7%) |
| SCS Capital Management LLC | 14,919,197 | 16,724,645 | +1,805,448 (+12.1%) |
| Nova R Wealth, Inc. | 535,986 | 611,475 | +75,489 (+14.1%) |
| NORTHWEST WEALTH MANAGEMENT, LLC | 816,131 | 935,060 | +118,929 (+14.6%) |
| MASECO LLP | 5,864,149 | 6,133,923 | +269,774 (+4.6%) |
| 25 LLC | 326,941 | 381,449 | +54,508 (+16.7%) |
| 3EDGE Asset Management, LP | 330,934 | 732,852 | +401,918 (+121.4%) |
| Capstone Wealth Management, LLC | 59,915 | 80,828 | +20,913 (+34.9%) |
| Strategic Financial Services, Inc, | 2,333,044 | 2,653,141 | +320,097 (+13.7%) |
| LIBRA WEALTH LLC | 979,557 | 1,054,707 | +75,150 (+7.7%) |
| Hurley Capital, LLC | 142,265 | 166,885 | +24,620 (+17.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Buckingham Strategic Partners | 6,429,313 | 1,822,246 | -4,607,067 (-71.7%) |
| StrongBox Wealth, LLC | 174,586 | 84,325 | -90,261 (-51.7%) |
| Permanent Capital Management, LP | 700,835 | 590,480 | -110,355 (-15.7%) |
| OneAscent Wealth Management LLC | 130,948 | 59,726 | -71,222 (-54.4%) |
| Ronald Blue Trust, Inc. | 7,048,173 | 6,270,129 | -778,044 (-11.0%) |
| Employees Retirement System of Texas | 23,875,000 | 22,211,000 | -1,664,000 (-7.0%) |
| FSC Wealth Advisors, LLC | 48,052 | 7,687 | -40,365 (-84.0%) |
| Buska Wealth Management, LLC | 151,942 | 122,526 | -29,416 (-19.4%) |
| Jordan Park Group LLC | 885,534 | 804,601 | -80,933 (-9.1%) |
| Hara Capital LLC | 100,274 | 94,129 | -6,145 (-6.1%) |
| Balance Wealth, LLC | 120,504 | 69,419 | -51,085 (-42.4%) |
| POINCIANA ADVISORS GROUP, LLC | 145,296 | 142,100 | -3,196 (-2.2%) |
| MIDLAND WEALTH ADVISORS LLC | 526,079 | 341,438 | -184,641 (-35.1%) |
| Wells Financial Advisors INC | 25,974 | 19,570 | -6,404 (-24.7%) |
| Kathmere Capital Management, LLC | 685,068 | 647,825 | -37,243 (-5.4%) |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 114,564 | 61,570 | -52,994 (-46.3%) |
| 1834 INVESTMENT ADVISORS CO | 374,989 | 350,111 | -24,878 (-6.6%) |
| Cravens & Co Advisors, LLC | 162,119 | 158,863 | -3,256 (-2.0%) |
| Walker Financial Services, Inc. | 83,271 | 65,261 | -18,010 (-21.6%) |
| PEOPLES BANK /OH | 101,318 | 97,620 | -3,698 (-3.6%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| SURIENCE PRIVATE WEALTH LLC | 33,803 | $2,029 |
| Garde Capital, Inc. | 190,206 | $11,418 |
| TWO SIGMA SECURITIES, LLC | 41,790 | $2,509 |
| Consolidated Portfolio Review Corp | 43,319 | $2,601 |
| KW WEALTH MANAGEMENT LLC | 3,481 | $209 |
| United Community Bank | 15,355 | $922 |
| MidWestOne Financial Group, Inc. | 31,249 | $1,876 |
| Astra Wealth Partners LLC | 4,175 | $251 |
| WEALTH MANAGEMENT RESOURCES, INC. | 5,040 | $303 |
| Latitude Advisors, LLC | 3,711 | $223 |
| ARK & TLK INVESTMENTS, LLC | 4,206 | $252 |
| Integrated Investment Consultants, LLC | 5,216 | $313 |
| OLD MISSION CAPITAL LLC | 30,155 | $1,810 |
| Maia Wealth LLC | 4,144 | $249 |
| Koss-Olinger Consulting, LLC | 7,644 | $457 |
| Columbus Macro, LLC | 4,599 | $276 |
| Meridian Wealth Partners, LLC | 3,801 | $228 |
| ZRC WEALTH MANAGEMENT, LLC | 1,510 | $91 |
| Quadrature Capital Ltd | 18,809 | $1,129 |
| GC Wealth Management RIA, LLC | 7,108 | $427 |