Vanguard ESG US Corp Bond (VCEB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Truist Financial Corp

INCREASED

Shares318,809 from 298,630

Change+20,179 (+7%)

Value$19.0M (+$252.6K)

Filed 2026-10-30

Hanson & Doremus Investment Management

INCREASED

Shares229,786 from 223,513

Change+6,273 (+3%)

Value$13.7K (-$14.0M)

Filed 2026-10-16

North Berkeley Wealth Management, LLC

INCREASED

Shares196,596 from 143,033

Change+53,563 (+37%)

Value$11.7M (+$2.7M)

Filed 2026-11-02

DeDora Capital, Inc.

DECREASED

Shares166,980 from 178,573

Change-11,593 (-6%)

Value$9.9M (-$1.3M)

Filed 2026-10-26

Modera Wealth Management, LLC

INCREASED

Shares160,368 from 156,747

Change+3,621 (+2%)

Value$9.6M (-$282.7K)

Filed 2026-10-28

LPL Financial LLC

INCREASED

Shares95,543 from 93,489

Change+2,054 (+2%)

Value$5.7M (-$174.9K)

Filed 2026-11-06

Human Investing LLC

INCREASED

Shares72,782 from 66,509

Change+6,273 (+9%)

Value$4.3M (+$162.2K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares71,696 from 180,048

Change-108,352 (-60%)

Value$4.3M (-$7.0M)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares60,538 from 61,993

Change-1,455 (-2%)

Value$3.6K (-$3.9M)

Filed 2026-11-02

Pearl Planning LLC

DECREASED

Shares52,750 from 55,415

Change-2,665 (-5%)

Value$3.1M (-$335.0K)

Filed 2026-10-13

Mather Group, Llc.

INCREASED

Shares45,582 from 42,742

Change+2,840 (+7%)

Value$2.7M (+$33.3K)

Filed 2026-10-14

Klaas Financial Asset Advisors, LLC

INCREASED

Shares40,534 from 39,091

Change+1,443 (+4%)

Value$2.4M (-$38.3K)

Filed 2026-10-19

Stewardship Advisors, LLC

DECREASED

Shares36,746 from 36,893

Change-147 (0%)

Value$2.2M (-$126.1K)

Filed 2026-10-20

New England Private Wealth Advisors LLC

INCREASED

Shares29,152 from 21,062

Change+8,090 (+38%)

Value$1.7M (+$415.0K)

Filed 2026-10-19

Level Financial Advisors

INCREASED

Shares26,848 from 21,461

Change+5,387 (+25%)

Value$1.6M (+$252.7K)

Filed 2026-10-13

Commonwealth Equity Services, LLC

INCREASED

Shares26,799 from 8,922

Change+17,877 (+200%)

Value$1.6M (+$1.0M)

Filed 2026-11-02

Scott Capital Advisors, LLC

INCREASED

Shares25,845 from 25,826

Change+19 (+0%)

Value$1.5M (-$82.8K)

Filed 2026-10-13

BetterWealth, LLC

DECREASED

Shares24,754 from 26,192

Change-1,438 (-5%)

Value$1.5M (-$169.0K)

Filed 2026-10-15

Equita Financial Network, Inc.

INCREASED

Shares23,408 from 20,637

Change+2,771 (+13%)

Value$1.4M (+$99.5K)

Filed 2026-10-19

Allworth Financial LP

INCREASED

Shares19,668 from 19,350

Change+318 (+2%)

Value$1.2M (+$20.0K)

Filed 2026-11-06

Apella Capital, LLC

UNCHANGED

Shares16,401 from 16,401

Change0 (0%)

Value$976.0K (-$44.4K)

Filed 2026-10-08

Farrell Financial LLC

DECREASED

Shares14,923 from 15,544

Change-621 (-4%)

Value$889.1K (-$86.5K)

Filed 2026-10-16

Thayer Partners, LLC / MA

INCREASED

Shares14,556 from 14,335

Change+221 (+2%)

Value$867.2K (-$32.4K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

INCREASED

Shares14,424 from 12,542

Change+1,882 (+15%)

Value$859.4K (+$72.3K)

Filed 2026-11-04

Vontobel Holding Ltd.

DECREASED

Shares14,096 from 14,428

Change-332 (-2%)

Value$839.8K (-$65.7K)

Filed 2026-10-16

Natural Investments, LLC

NEW

Shares13,691

Change+13,691

Value$815.7K

Filed 2026-11-06

Perigon Wealth Management, LLC

INCREASED

Shares13,356 from 5,083

Change+8,273 (+163%)

Value$795.8K (+$476.7K)

Filed 2026-10-22

Walkner Condon Financial Advisors LLC

DECREASED

Shares13,162 from 13,836

Change-674 (-5%)

Value$784.2K (-$84.1K)

Filed 2026-11-02

Valley National Advisers Inc

INCREASED

Shares12,392 from 10,849

Change+1,543 (+14%)

Value$738.3K (+$57.4K)

Filed 2026-10-23

McKinley Carter Wealth Services, Inc.

NEW

Shares11,800

Change+11,800

Value$703.0K

Filed 2026-10-16

WealthSpring Partners, LLC

DECREASED

Shares11,144 from 12,040

Change-896 (-7%)

Value$664.0K (-$91.7K)

Filed 2026-10-14

Csenge Advisory Group

INCREASED

Shares8,950 from 8,867

Change+83 (+1%)

Value$533.3K (-$23.2K)

Filed 2026-11-04

Shotwell Rutter Baer Inc

INCREASED

Shares8,852 from 8,770

Change+82 (+1%)

Value$527.4K (-$23.0K)

Filed 2026-10-14

PNC Financial Services Group, Inc.

UNCHANGED

Shares7,915 from 7,915

Change0 (0%)

Value$471.6K (-$25.2K)

Filed 2026-11-06

Townsend Financial Planning, LLC

INCREASED

Shares7,547 from 7,424

Change+123 (+2%)

Value$449.7K (-$16.2K)

Filed 2026-11-02

Farther Finance Advisors, LLC

INCREASED

Shares7,318 from 7,210

Change+108 (+2%)

Value$436.0K (-$16.5K)

Filed 2026-10-08

Boston Trust Walden Corp

INCREASED

Shares7,074 from 6,400

Change+674 (+11%)

Value$421.5K (+$19.8K)

Filed 2026-10-30

Willow Creek Wealth Management Inc.

DECREASED

Shares7,028 from 9,633

Change-2,605 (-27%)

Value$418.7K (-$185.8K)

Filed 2026-10-26

White Lighthouse Investment Management Inc.

INCREASED

Shares6,984 from 6,647

Change+337 (+5%)

Value$416.1K (-$1.1K)

Filed 2026-10-21

Bestgate Wealth Advisors, LLC

NEW

Shares6,515

Change+6,515

Value$388.1K

Filed 2026-10-13

Ferguson Shapiro LLC

INCREASED

Shares6,451 from 6,372

Change+79 (+1%)

Value$384.3K (-$15.6K)

Filed 2026-10-16

Essential Planning, Llc.

DECREASED

Shares6,355 from 6,433

Change-78 (-1%)

Value$378.7K (-$25.1K)

Filed 2026-10-21

Verus Wealth Management, LLC

DECREASED

Shares6,350 from 9,000

Change-2,650 (-29%)

Value$378.3K (-$186.5K)

Filed 2026-10-13

RMG Wealth Management LLC

NEW

Shares5,813

Change+5,813

Value$351.4K

Filed 2026-10-26

UMB Bank, n.a.

UNCHANGED

Shares5,602 from 5,602

Change0 (0%)

Value$333.8K (-$17.8K)

Filed 2026-11-06

Zenith Solutions, Inc.

UNCHANGED

Shares5,589 from 5,589

Change0 (0%)

Value$333.0K (-$17.8K)

Filed 2026-10-19

Wedmont Private Capital

NEW

Shares5,546

Change+5,546

Value$330.7K

Filed 2026-10-09

Savant Capital, LLC

DECREASED

Shares5,505 from 14,650

Change-9,145 (-62%)

Value$328.0K (-$592.1K)

Filed 2026-11-06

Joel Adams & Associates, Inc.

INCREASED

Shares5,432 from 5,366

Change+66 (+1%)

Value$323.7K (-$13.1K)

Filed 2026-11-02

25 LLC

UNCHANGED

Shares5,208 from 5,208

Change0 (0%)

Value$310.3K (-$16.6K)

Filed 2026-10-13

Diversify Wealth Management, LLC

NEW

Shares5,013

Change+5,013

Value$301.1K

Filed 2026-10-20

Diversify Advisory Services, LLC

NEW

Shares5,013

Change+5,013

Value$301.1K

Filed 2026-10-20

Live Oak Investment Partners

UNCHANGED

Shares5,013 from 5,013

Change0 (0%)

Value$298.7K (-$15.9K)

Filed 2026-10-23

Strategic Advisory Partners, LLC

UNCHANGED

Shares4,763 from 4,763

Change0 (0%)

Value$283.8K (-$15.1K)

Filed 2026-11-06

XY Planning Network, Inc.

NEW

Shares4,704

Change+4,704

Value$280.2K

Filed 2026-10-14

Vise Technologies, Inc.

UNCHANGED

Shares4,548 from 4,548

Change0 (0%)

Value$271.0K (-$14.5K)

Filed 2026-10-29

Black Diamond Financial, LLC

UNCHANGED

Shares4,174 from 4,174

Change0 (0%)

Value$248.7K (-$13.3K)

Filed 2026-10-26

Wealth Enhancement Advisory Services, LLC

NEW

Shares3,865

Change+3,865

Value$230.5K

Filed 2026-10-13

Chesley Taft & Associates LLC

NEW

Shares3,700

Change+3,700

Value$220.4K

Filed 2026-10-13

FC Advisory LLC

NEW

Shares3,404

Change+3,404

Value$202.8K

Filed 2026-10-05

Prospera Capital Management, LLC

UNCHANGED

Shares3,275 from 3,275

Change0 (0%)

Value$205.0K ($0)

Filed 2026-10-19

Milestone Investment Advisors LLC

DECREASED

Shares2,781 from 2,798

Change-17 (-1%)

Value$165.7K (-$9.9K)

Filed 2026-11-05

TD Waterhouse Canada Inc.

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$149.0K (-$7.3K)

Filed 2026-10-16

Fairway Wealth LLC

UNCHANGED

Shares1,906 from 1,906

Change0 (0%)

Value$113.6K (-$6.1K)

Filed 2026-10-30

Blueline Advisors LLC

UNCHANGED

Shares1,673 from 1,673

Change0 (0%)

Value$99.7K (-$5.3K)

Filed 2026-10-15

US Bancorp \de\

UNCHANGED

Shares1,391 from 1,391

Change0 (0%)

Value$82.9K (-$4.4K)

Filed 2026-11-05

Balance Wealth Partners LLC

NEW

Shares1,164

Change+1,164

Value$69.4K

Filed 2026-10-27

Princeton Global Asset Management LLC

UNCHANGED

Shares968 from 968

Change0 (0%)

Value$57.7K (-$3.1K)

Filed 2026-10-21

Birchwood Financial Partners, Inc.

INCREASED

Shares825 from 815

Change+10 (+1%)

Value$49.2K (-$2.0K)

Filed 2026-11-02

Triumph Capital Management

NEW

Shares595

Change+595

Value$35.5K

Filed 2026-10-14

Larson Financial Group LLC

INCREASED

Shares546 from 539

Change+7 (+1%)

Value$32.5K (-$1.3K)

Filed 2026-11-05

Creative Financial Designs Inc

NEW

Shares492

Change+492

Value$29.3K

Filed 2026-11-04

Physician Wealth Advisors, Inc.

INCREASED

Shares441 from 416

Change+25 (+6%)

Value$26.3K (+$166)

Filed 2026-10-20

Ashton Thomas Private Wealth, LLC

DECREASED

Shares435 from 437

Change-2 (0%)

Value$25.9K (-$1.5K)

Filed 2026-11-03

North Star Investment Management Corp.

UNCHANGED

Shares315 from 315

Change0 (0%)

Value$18.8K (-$1.0K)

Filed 2026-10-27

Tradewinds Capital Management, LLC

INCREASED

Shares212 from 195

Change+17 (+9%)

Value$12.6K (+$392)

Filed 2026-10-23

West Financial Advisors, LLC

DECREASED

Shares207 from 9,944

Change-9,737 (-98%)

Value$12.3K (-$611.7K)

Filed 2026-10-22

Coston, McIsaac & Partners

INCREASED

Shares65 from 64

Change+1 (+2%)

Value$3.9K (-$115)

Filed 2026-11-06

Fifth Third Bancorp

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$119 (-$7)

Filed 2026-11-05

Clarity Wealth Development LLC

CLOSED

Shares0 from 13,868

Change-13,868 (-100%)

Value$0 (-$870.4K)

Filed 2026-10-22

Kroeger Financial Partners

CLOSED

Shares0 from 462

Change-462 (-100%)

Value$0 (-$29.0K)

Filed 2026-10-19

Gill Capital Partners, LLC

CLOSED

Shares0 from 280

Change-280 (-100%)

Value$0 (-$17.6K)

Filed 2026-10-13

Bfsg, LLC

CLOSED

Shares0 from 116

Change-116 (-100%)

Value$0 (-$7.3K)

Filed 2026-10-30

Vanguard Advisers Inc

N/A

Shares— from 2,251,429

Change-2,251,429 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 1,874,016

Change-1,874,016 (-100%)

Value—

Varma Mutual Pension Insurance Co

N/A

Shares— from 1,100,000

Change-1,100,000 (-100%)

Value—

Banco Bilbao Vizcaya Argentaria, S.A.

N/A

Shares— from 531,946

Change-531,946 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 275,889

Change-275,889 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 177,552

Change-177,552 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 175,088

Change-175,088 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 168,806

Change-168,806 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 130,338

Change-130,338 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 115,678

Change-115,678 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 111,000

Change-111,000 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 104,857

Change-104,857 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 97,864

Change-97,864 (-100%)

Value—

Francis Financial, Inc.

N/A

Shares— from 88,722

Change-88,722 (-100%)

Value—

UBS Group AG

N/A

Shares— from 78,830

Change-78,830 (-100%)

Value—

ST Germain D J Co Inc

N/A

Shares— from 72,976

Change-72,976 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 72,427

Change-72,427 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 67,973

Change-67,973 (-100%)

Value—

Raffa Wealth Management, LLC

N/A

Shares— from 48,855

Change-48,855 (-100%)

Value—

Team Hewins, LLC

N/A

Shares— from 36,850

Change-36,850 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 29,608

Change-29,608 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 26,197

Change-26,197 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,985

Change-21,985 (-100%)

Value—

Modern Wealth Management, LLC

N/A

Shares— from 21,603

Change-21,603 (-100%)

Value—

Choate Investment Advisors

N/A

Shares— from 20,279

Change-20,279 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 15,123

Change-15,123 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 15,008

Change-15,008 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 13,230

Change-13,230 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 12,603

Change-12,603 (-100%)

Value—

Captrust Financial Advisors

N/A

Shares— from 11,703

Change-11,703 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,303

Change-11,303 (-100%)

Value—

Curio Wealth, LLC

N/A

Shares— from 11,017

Change-11,017 (-100%)

Value—

EP Wealth Advisors, LLC

N/A

Shares— from 9,075

Change-9,075 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 8,962

Change-8,962 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 8,842

Change-8,842 (-100%)

Value—

Novare Capital Management LLC

N/A

Shares— from 8,673

Change-8,673 (-100%)

Value—

RWA Wealth Partners, LLC

N/A

Shares— from 8,370

Change-8,370 (-100%)

Value—

Fairlight Advisors

N/A

Shares— from 7,909

Change-7,909 (-100%)

Value—

Rehmann Capital Advisory Group

N/A

Shares— from 7,746

Change-7,746 (-100%)

Value—

Betterment LLC

N/A

Shares— from 7,617

Change-7,617 (-100%)

Value—

Crux Wealth Advisors

N/A

Shares— from 6,843

Change-6,843 (-100%)

Value—

American Investment Services, Inc.

N/A

Shares— from 6,718

Change-6,718 (-100%)

Value—

Carr Financial Group Corp

N/A

Shares— from 6,578

Change-6,578 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,416

Change-6,416 (-100%)

Value—

Bragg Financial Advisors, Inc

N/A

Shares— from 6,394

Change-6,394 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 5,970

Change-5,970 (-100%)

Value—

Summit Wealth Group, LLC

N/A

Shares— from 5,602

Change-5,602 (-100%)

Value—

Tribridge Partners Financial LLC

N/A

Shares— from 5,205

Change-5,205 (-100%)

Value—

Drucker Wealth 3.0, LLC

N/A

Shares— from 5,033

Change-5,033 (-100%)

Value—

Eaton-Cambridge Inc.

N/A

Shares— from 4,556

Change-4,556 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 4,077

Change-4,077 (-100%)

Value—

Alpha Financial Partners LLC

N/A

Shares— from 4,040

Change-4,040 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 3,889

Change-3,889 (-100%)

Value—

Keyvantage Wealth, LLC

N/A

Shares— from 3,532

Change-3,532 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 3,493

Change-3,493 (-100%)

Value—

Silver OAK Wealth Advisors Services, LLC

N/A

Shares— from 3,425

Change-3,425 (-100%)

Value—

Estate Counselors, LLC

N/A

Shares— from 3,225

Change-3,225 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 3,117

Change-3,117 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 2,458

Change-2,458 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 1,546

Change-1,546 (-100%)

Value—

Financial Gravity Companies, Inc.

N/A

Shares— from 1,530

Change-1,530 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,415

Change-1,415 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,021

Change-1,021 (-100%)

Value—

Atomic Invest LLC

N/A

Shares— from 872

Change-872 (-100%)

Value—

Aberdeen Wealth Management LLC

N/A

Shares— from 602

Change-602 (-100%)

Value—

Hollencrest Capital Management

N/A

Shares— from 547

Change-547 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 464

Change-464 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 421

Change-421 (-100%)

Value—

Measured Wealth Private Client Group, LLC

N/A

Shares— from 158

Change-158 (-100%)

Value—

Dunhill Financial, LLC

N/A

Shares— from 152

Change-152 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 149

Change-149 (-100%)

Value—

Strategic Investment Solutions, Inc.

N/A

Shares— from 133

Change-133 (-100%)

Value—

Front Row Advisors LLC

N/A

Shares— from 75

Change-75 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 72

Change-72 (-100%)

Value—

	Status
Truist Financial Corp	INCREASED	318,809	298,630	+20,179	+7%	$18.7M	$19.0M	+$252.6K	2026-10-30
Hanson & Doremus Investment Management	INCREASED	229,786	223,513	+6,273	+3%	$14.0M	$13.7K	-$14.0M	2026-10-16
North Berkeley Wealth Management, LLC	INCREASED	196,596	143,033	+53,563	+37%	$9.0M	$11.7M	+$2.7M	2026-11-02
DeDora Capital, Inc.	DECREASED	166,980	178,573	-11,593	-6%	$11.2M	$9.9M	-$1.3M	2026-10-26
Modera Wealth Management, LLC	INCREASED	160,368	156,747	+3,621	+2%	$9.8M	$9.6M	-$282.7K	2026-10-28
LPL Financial LLC	INCREASED	95,543	93,489	+2,054	+2%	$5.9M	$5.7M	-$174.9K	2026-11-06
Human Investing LLC	INCREASED	72,782	66,509	+6,273	+9%	$4.2M	$4.3M	+$162.2K	2026-10-19
Creative Planning	DECREASED	71,696	180,048	-108,352	-60%	$11.3M	$4.3M	-$7.0M	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	60,538	61,993	-1,455	-2%	$3.9M	$3.6K	-$3.9M	2026-11-02
Pearl Planning LLC	DECREASED	52,750	55,415	-2,665	-5%	$3.5M	$3.1M	-$335.0K	2026-10-13
Mather Group, Llc.	INCREASED	45,582	42,742	+2,840	+7%	$2.7M	$2.7M	+$33.3K	2026-10-14
Klaas Financial Asset Advisors, LLC	INCREASED	40,534	39,091	+1,443	+4%	$2.5M	$2.4M	-$38.3K	2026-10-19
Stewardship Advisors, LLC	DECREASED	36,746	36,893	-147	0%	$2.3M	$2.2M	-$126.1K	2026-10-20
New England Private Wealth Advisors LLC	INCREASED	29,152	21,062	+8,090	+38%	$1.3M	$1.7M	+$415.0K	2026-10-19
Level Financial Advisors	INCREASED	26,848	21,461	+5,387	+25%	$1.3M	$1.6M	+$252.7K	2026-10-13
Commonwealth Equity Services, LLC	INCREASED	26,799	8,922	+17,877	+200%	$559.9K	$1.6M	+$1.0M	2026-11-02
Scott Capital Advisors, LLC	INCREASED	25,845	25,826	+19	+0%	$1.6M	$1.5M	-$82.8K	2026-10-13
BetterWealth, LLC	DECREASED	24,754	26,192	-1,438	-5%	$1.6M	$1.5M	-$169.0K	2026-10-15
Equita Financial Network, Inc.	INCREASED	23,408	20,637	+2,771	+13%	$1.3M	$1.4M	+$99.5K	2026-10-19
Allworth Financial LP	INCREASED	19,668	19,350	+318	+2%	$1.2M	$1.2M	+$20.0K	2026-11-06
Apella Capital, LLC	UNCHANGED	16,401	16,401	0	0%	$1.0M	$976.0K	-$44.4K	2026-10-08
Farrell Financial LLC	DECREASED	14,923	15,544	-621	-4%	$975.6K	$889.1K	-$86.5K	2026-10-16
Thayer Partners, LLC / MA	INCREASED	14,556	14,335	+221	+2%	$899.6K	$867.2K	-$32.4K	2026-11-06
EverSource Wealth Advisors, LLC	INCREASED	14,424	12,542	+1,882	+15%	$787.1K	$859.4K	+$72.3K	2026-11-04
Vontobel Holding Ltd.	DECREASED	14,096	14,428	-332	-2%	$905.5K	$839.8K	-$65.7K	2026-10-16
Natural Investments, LLC	NEW	13,691	—	+13,691	—	—	$815.7K	—	2026-11-06
Perigon Wealth Management, LLC	INCREASED	13,356	5,083	+8,273	+163%	$319.0K	$795.8K	+$476.7K	2026-10-22
Walkner Condon Financial Advisors LLC	DECREASED	13,162	13,836	-674	-5%	$868.3K	$784.2K	-$84.1K	2026-11-02
Valley National Advisers Inc	INCREASED	12,392	10,849	+1,543	+14%	$680.9K	$738.3K	+$57.4K	2026-10-23
McKinley Carter Wealth Services, Inc.	NEW	11,800	—	+11,800	—	—	$703.0K	—	2026-10-16
WealthSpring Partners, LLC	DECREASED	11,144	12,040	-896	-7%	$755.6K	$664.0K	-$91.7K	2026-10-14
Csenge Advisory Group	INCREASED	8,950	8,867	+83	+1%	$556.5K	$533.3K	-$23.2K	2026-11-04
Shotwell Rutter Baer Inc	INCREASED	8,852	8,770	+82	+1%	$550.4K	$527.4K	-$23.0K	2026-10-14
PNC Financial Services Group, Inc.	UNCHANGED	7,915	7,915	0	0%	$496.7K	$471.6K	-$25.2K	2026-11-06
Townsend Financial Planning, LLC	INCREASED	7,547	7,424	+123	+2%	$465.9K	$449.7K	-$16.2K	2026-11-02
Farther Finance Advisors, LLC	INCREASED	7,318	7,210	+108	+2%	$452.5K	$436.0K	-$16.5K	2026-10-08
Boston Trust Walden Corp	INCREASED	7,074	6,400	+674	+11%	$401.7K	$421.5K	+$19.8K	2026-10-30
Willow Creek Wealth Management Inc.	DECREASED	7,028	9,633	-2,605	-27%	$604.6K	$418.7K	-$185.8K	2026-10-26
White Lighthouse Investment Management Inc.	INCREASED	6,984	6,647	+337	+5%	$417.2K	$416.1K	-$1.1K	2026-10-21
Bestgate Wealth Advisors, LLC	NEW	6,515	—	+6,515	—	—	$388.1K	—	2026-10-13
Ferguson Shapiro LLC	INCREASED	6,451	6,372	+79	+1%	$399.9K	$384.3K	-$15.6K	2026-10-16
Essential Planning, Llc.	DECREASED	6,355	6,433	-78	-1%	$403.8K	$378.7K	-$25.1K	2026-10-21
Verus Wealth Management, LLC	DECREASED	6,350	9,000	-2,650	-29%	$564.8K	$378.3K	-$186.5K	2026-10-13
RMG Wealth Management LLC	NEW	5,813	—	+5,813	—	—	$351.4K	—	2026-10-26
UMB Bank, n.a.	UNCHANGED	5,602	5,602	0	0%	$351.6K	$333.8K	-$17.8K	2026-11-06
Zenith Solutions, Inc.	UNCHANGED	5,589	5,589	0	0%	$350.8K	$333.0K	-$17.8K	2026-10-19
Wedmont Private Capital	NEW	5,546	—	+5,546	—	—	$330.7K	—	2026-10-09
Savant Capital, LLC	DECREASED	5,505	14,650	-9,145	-62%	$920.1K	$328.0K	-$592.1K	2026-11-06
Joel Adams & Associates, Inc.	INCREASED	5,432	5,366	+66	+1%	$336.8K	$323.7K	-$13.1K	2026-11-02
25 LLC	UNCHANGED	5,208	5,208	0	0%	$326.9K	$310.3K	-$16.6K	2026-10-13
Diversify Wealth Management, LLC	NEW	5,013	—	+5,013	—	—	$301.1K	—	2026-10-20
Diversify Advisory Services, LLC	NEW	5,013	—	+5,013	—	—	$301.1K	—	2026-10-20
Live Oak Investment Partners	UNCHANGED	5,013	5,013	0	0%	$314.6K	$298.7K	-$15.9K	2026-10-23
Strategic Advisory Partners, LLC	UNCHANGED	4,763	4,763	0	0%	$298.9K	$283.8K	-$15.1K	2026-11-06
XY Planning Network, Inc.	NEW	4,704	—	+4,704	—	—	$280.2K	—	2026-10-14
Vise Technologies, Inc.	UNCHANGED	4,548	4,548	0	0%	$285.4K	$271.0K	-$14.5K	2026-10-29
Black Diamond Financial, LLC	UNCHANGED	4,174	4,174	0	0%	$262.0K	$248.7K	-$13.3K	2026-10-26
Wealth Enhancement Advisory Services, LLC	NEW	3,865	—	+3,865	—	—	$230.5K	—	2026-10-13
Chesley Taft & Associates LLC	NEW	3,700	—	+3,700	—	—	$220.4K	—	2026-10-13
FC Advisory LLC	NEW	3,404	—	+3,404	—	—	$202.8K	—	2026-10-05
Prospera Capital Management, LLC	UNCHANGED	3,275	3,275	0	0%	$205.0K	$205.0K	$0	2026-10-19
Milestone Investment Advisors LLC	DECREASED	2,781	2,798	-17	-1%	$175.6K	$165.7K	-$9.9K	2026-11-05
TD Waterhouse Canada Inc.	UNCHANGED	2,500	2,500	0	0%	$156.3K	$149.0K	-$7.3K	2026-10-16
Fairway Wealth LLC	UNCHANGED	1,906	1,906	0	0%	$119.6K	$113.6K	-$6.1K	2026-10-30
Blueline Advisors LLC	UNCHANGED	1,673	1,673	0	0%	$105.0K	$99.7K	-$5.3K	2026-10-15
US Bancorp \de\	UNCHANGED	1,391	1,391	0	0%	$87.3K	$82.9K	-$4.4K	2026-11-05
Balance Wealth Partners LLC	NEW	1,164	—	+1,164	—	—	$69.4K	—	2026-10-27
Princeton Global Asset Management LLC	UNCHANGED	968	968	0	0%	$60.8K	$57.7K	-$3.1K	2026-10-21
Birchwood Financial Partners, Inc.	INCREASED	825	815	+10	+1%	$51.1K	$49.2K	-$2.0K	2026-11-02
Triumph Capital Management	NEW	595	—	+595	—	—	$35.5K	—	2026-10-14
Larson Financial Group LLC	INCREASED	546	539	+7	+1%	$33.8K	$32.5K	-$1.3K	2026-11-05
Creative Financial Designs Inc	NEW	492	—	+492	—	—	$29.3K	—	2026-11-04
Physician Wealth Advisors, Inc.	INCREASED	441	416	+25	+6%	$26.1K	$26.3K	+$166	2026-10-20
Ashton Thomas Private Wealth, LLC	DECREASED	435	437	-2	0%	$27.4K	$25.9K	-$1.5K	2026-11-03
North Star Investment Management Corp.	UNCHANGED	315	315	0	0%	$19.8K	$18.8K	-$1.0K	2026-10-27
Tradewinds Capital Management, LLC	INCREASED	212	195	+17	+9%	$12.2K	$12.6K	+$392	2026-10-23
West Financial Advisors, LLC	DECREASED	207	9,944	-9,737	-98%	$624.1K	$12.3K	-$611.7K	2026-10-22
Coston, McIsaac & Partners	INCREASED	65	64	+1	+2%	$4.0K	$3.9K	-$115	2026-11-06
Fifth Third Bancorp	UNCHANGED	2	2	0	0%	$126	$119	-$7	2026-11-05
Clarity Wealth Development LLC	CLOSED	0	13,868	-13,868	-100%	$870.4K	$0	-$870.4K	2026-10-22
Kroeger Financial Partners	CLOSED	0	462	-462	-100%	$29.0K	$0	-$29.0K	2026-10-19
Gill Capital Partners, LLC	CLOSED	0	280	-280	-100%	$17.6K	$0	-$17.6K	2026-10-13
Bfsg, LLC	CLOSED	0	116	-116	-100%	$7.3K	$0	-$7.3K	2026-10-30
Vanguard Advisers Inc	N/A	—	2,251,429	-2,251,429	-100%	$141.3M	—	—	—
Bank of America Corp	N/A	—	1,874,016	-1,874,016	-100%	$117.6M	—	—	—
Varma Mutual Pension Insurance Co	N/A	—	1,100,000	-1,100,000	-100%	$69.0M	—	—	—
Banco Bilbao Vizcaya Argentaria, S.A.	N/A	—	531,946	-531,946	-100%	$33.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	275,889	-275,889	-100%	$17.3M	—	—	—
SageView Advisory Group, LLC	N/A	—	177,552	-177,552	-100%	$11.1M	—	—	—
Mariner, LLC	N/A	—	175,088	-175,088	-100%	$11.0M	—	—	—
Jane Street Group, LLC	N/A	—	168,806	-168,806	-100%	$10.6M	—	—	—
NewEdge Advisors, LLC	N/A	—	130,338	-130,338	-100%	$8.2M	—	—	—
IMA Advisory Services, Inc.	N/A	—	115,678	-115,678	-100%	$7.3M	—	—	—
JPMorgan Chase & Co	N/A	—	111,000	-111,000	-100%	$7.0M	—	—	—
Cerity Partners LLC	N/A	—	104,857	-104,857	-100%	$6.6M	—	—	—
Wealthfront Advisers LLC	N/A	—	97,864	-97,864	-100%	$6.1M	—	—	—
Francis Financial, Inc.	N/A	—	88,722	-88,722	-100%	$5.6M	—	—	—
UBS Group AG	N/A	—	78,830	-78,830	-100%	$4.9M	—	—	—
ST Germain D J Co Inc	N/A	—	72,976	-72,976	-100%	$4.6M	—	—	—
Citadel Advisors LLC	N/A	—	72,427	-72,427	-100%	$4.5M	—	—	—
Susquehanna International Group, LLP	N/A	—	67,973	-67,973	-100%	$4.3M	—	—	—
Raffa Wealth Management, LLC	N/A	—	48,855	-48,855	-100%	$3.1M	—	—	—
Team Hewins, LLC	N/A	—	36,850	-36,850	-100%	$2.3M	—	—	—
Wells Fargo & Company	N/A	—	29,608	-29,608	-100%	$1.9M	—	—	—
Harbour Investments, Inc.	N/A	—	26,197	-26,197	-100%	$1.6M	—	—	—
Royal Bank of Canada	N/A	—	21,985	-21,985	-100%	$1.4M	—	—	—
Modern Wealth Management, LLC	N/A	—	21,603	-21,603	-100%	$1.4M	—	—	—
Choate Investment Advisors	N/A	—	20,279	-20,279	-100%	$1.3M	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	15,123	-15,123	-100%	$949.1K	—	—	—
Raymond James Financial Inc	N/A	—	15,008	-15,008	-100%	$941.9K	—	—	—
Mercer Global Advisors Inc	N/A	—	13,230	-13,230	-100%	$830.3K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	12,603	-12,603	-100%	$790.9K	—	—	—
Captrust Financial Advisors	N/A	—	11,703	-11,703	-100%	$734.5K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,303	-11,303	-100%	$709.4K	—	—	—
Curio Wealth, LLC	N/A	—	11,017	-11,017	-100%	$691.4K	—	—	—
EP Wealth Advisors, LLC	N/A	—	9,075	-9,075	-100%	$569.6K	—	—	—
MML Investors Services, LLC	N/A	—	8,962	-8,962	-100%	$562.4K	—	—	—
Private Advisor Group, LLC	N/A	—	8,842	-8,842	-100%	$554.9K	—	—	—
Novare Capital Management LLC	N/A	—	8,673	-8,673	-100%	$544.3K	—	—	—
RWA Wealth Partners, LLC	N/A	—	8,370	-8,370	-100%	$525.3K	—	—	—
Fairlight Advisors	N/A	—	7,909	-7,909	-100%	$496.4K	—	—	—
Rehmann Capital Advisory Group	N/A	—	7,746	-7,746	-100%	$486.1K	—	—	—
Betterment LLC	N/A	—	7,617	-7,617	-100%	$478.0K	—	—	—
Crux Wealth Advisors	N/A	—	6,843	-6,843	-100%	$429.5K	—	—	—
American Investment Services, Inc.	N/A	—	6,718	-6,718	-100%	$421.6K	—	—	—
Carr Financial Group Corp	N/A	—	6,578	-6,578	-100%	$412.8K	—	—	—
Cetera Investment Advisers	N/A	—	6,416	-6,416	-100%	$402.7K	—	—	—
Bragg Financial Advisors, Inc	N/A	—	6,394	-6,394	-100%	$401.3K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	5,970	-5,970	-100%	$374.7K	—	—	—
Summit Wealth Group, LLC	N/A	—	5,602	-5,602	-100%	$351.6K	—	—	—
Tribridge Partners Financial LLC	N/A	—	5,205	-5,205	-100%	$320.6K	—	—	—
Drucker Wealth 3.0, LLC	N/A	—	5,033	-5,033	-100%	$315.9K	—	—	—
Eaton-Cambridge Inc.	N/A	—	4,556	-4,556	-100%	$285.9K	—	—	—
Stifel Financial Corp	N/A	—	4,077	-4,077	-100%	$255.9K	—	—	—
Alpha Financial Partners LLC	N/A	—	4,040	-4,040	-100%	$253.6K	—	—	—
First Trust Advisors LP	N/A	—	3,889	-3,889	-100%	$244.1K	—	—	—
Keyvantage Wealth, LLC	N/A	—	3,532	-3,532	-100%	$221.7K	—	—	—
Continuum Advisory, LLC	N/A	—	3,493	-3,493	-100%	$219.2K	—	—	—
Silver OAK Wealth Advisors Services, LLC	N/A	—	3,425	-3,425	-100%	$215.0K	—	—	—
Estate Counselors, LLC	N/A	—	3,225	-3,225	-100%	$202.4K	—	—	—
AE Wealth Management LLC	N/A	—	3,117	-3,117	-100%	$195.6K	—	—	—
Morgan Stanley	N/A	—	2,458	-2,458	-100%	$154.3K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	1,546	-1,546	-100%	$97.0K	—	—	—
Financial Gravity Companies, Inc.	N/A	—	1,530	-1,530	-100%	$96.0K	—	—	—
FMR LLC	N/A	—	1,415	-1,415	-100%	$88.8K	—	—	—
Blair William & Co	N/A	—	1,021	-1,021	-100%	$64.1K	—	—	—
Atomic Invest LLC	N/A	—	872	-872	-100%	$55.0K	—	—	—
Aberdeen Wealth Management LLC	N/A	—	602	-602	-100%	$37.8K	—	—	—
Hollencrest Capital Management	N/A	—	547	-547	-100%	$34.3K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	464	-464	-100%	$29.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	421	-421	-100%	$26.4K	—	—	—
Measured Wealth Private Client Group, LLC	N/A	—	158	-158	-100%	$9.9K	—	—	—
Dunhill Financial, LLC	N/A	—	152	-152	-100%	$9.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	149	-149	-100%	$9.4K	—	—	—
Strategic Investment Solutions, Inc.	N/A	—	133	-133	-100%	$8.3K	—	—	—
Front Row Advisors LLC	N/A	—	75	-75	-100%	$4.6K	—	—	—
Bank of Montreal	N/A	—	72	-72	-100%	$4.5K	—	—	—

Showing 157 of 157 institutions