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Vngrd Totl Inflt PRO SEC ETF (VTP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Altiora Financial Group, LLC
NEW
Shares133,216
Change+133,216
Value$9.7M
Filed 2026-11-04
Seed Wealth Management, Inc.
INCREASED
Shares65,065 from 27,895
Change+37,170 (+133%)
Value$4.8M (+$2.6M)
Filed 2026-10-20
National Wealth Management Group, LLC
NEW
Shares16,968
Change+16,968
Value$1.2M
Filed 2026-10-26
Pekin Hardy Strauss, Inc.
UNCHANGED
Shares15,550 from 15,550
Change0 (0%)
Value$1.1M (-$54.0K)
Filed 2026-11-02
D.B. Root & Company, LLC
INCREASED
Shares7,137 from 6,998
Change+139 (+2%)
Value$522.3K (-$14.1K)
Filed 2026-11-04
JIM Saulnier & Associates, LLC
INCREASED
Shares5,977 from 5,672
Change+305 (+5%)
Value$437.4K (+$2.6K)
Filed 2026-11-04
Marotta Asset Management
NEW
Shares5,843
Change+5,843
Value$427.6K
Filed 2026-10-02
Sepio Capital, LP
DECREASED
Shares5,355 from 7,550
Change-2,195 (-29%)
Value$391.9K (-$186.8K)
Filed 2026-10-22
Compass Wealth Management, LLC
INCREASED
Shares5,080 from 3,076
Change+2,004 (+65%)
Value$371.8K (+$136.0K)
Filed 2026-10-30
Truist Financial Corp
NEW
Shares4,992
Change+4,992
Value$365.3K
Filed 2026-10-30
Gibraltar Capital Management, Inc.
UNCHANGED
Shares4,869 from 4,869
Change0 (0%)
Value$356.3K (-$16.9K)
Filed 2026-10-27
Level Financial Advisors
NEW
Shares4,865
Change+4,865
Value$356.0K
Filed 2026-10-13
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares4,297 from 3,969
Change+328 (+8%)
Value$314.5K (+$10.2K)
Filed 2026-11-04
Creative Planning
NEW
Shares3,865
Change+3,865
Value$282.8K
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares3,560 from 3,512
Change+48 (+1%)
Value$258.1K (-$7.0K)
Filed 2026-10-09
Baker Ellis Asset Management LLC
NEW
Shares3,400
Change+3,400
Value$248.8K
Filed 2026-10-14
Capital Investment Services of America, Inc.
NEW
Shares2,818
Change+2,818
Value$206.2K
Filed 2026-11-02
Rossmore Private Capital
NEW
Shares1,500
Change+1,500
Value$109.8K
Filed 2026-10-27
Cherry Tree Wealth Management, LLC
NEW
Shares1,082
Change+1,082
Value$79.2K
Filed 2026-10-15
Nvwm, LLC
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$11.3K (-$538)
Filed 2026-10-14
Susquehanna International Group, LLP
N/A
Shares— from 92,100
Change-92,100 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23,508
Change-23,508 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 19,125
Change-19,125 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 18,394
Change-18,394 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,579
Change-10,579 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 8,771
Change-8,771 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,201
Change-5,201 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 2,980
Change-2,980 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Status
Altiora Financial Group, LLC
NEW133,216—+133,216——$9.7M—2026-11-04
Seed Wealth Management, Inc.
INCREASED65,06527,895+37,170+133%$2.1M$4.8M+$2.6M2026-10-20
National Wealth Management Group, LLC
NEW16,968—+16,968——$1.2M—2026-10-26
Pekin Hardy Strauss, Inc.
UNCHANGED15,55015,55000%$1.2M$1.1M-$54.0K2026-11-02
D.B. Root & Company, LLC
INCREASED7,1376,998+139+2%$536.4K$522.3K-$14.1K2026-11-04
JIM Saulnier & Associates, LLC
INCREASED5,9775,672+305+5%$434.8K$437.4K+$2.6K2026-11-04
Marotta Asset Management
NEW5,843—+5,843——$427.6K—2026-10-02
Sepio Capital, LP
DECREASED5,3557,550-2,195-29%$578.7K$391.9K-$186.8K2026-10-22
Compass Wealth Management, LLC
INCREASED5,0803,076+2,004+65%$235.8K$371.8K+$136.0K2026-10-30
Truist Financial Corp
NEW4,992—+4,992——$365.3K—2026-10-30
Gibraltar Capital Management, Inc.
UNCHANGED4,8694,86900%$373.2K$356.3K-$16.9K2026-10-27
Level Financial Advisors
NEW4,865—+4,865——$356.0K—2026-10-13
Kohmann Bosshard Financial Services, LLC
INCREASED4,2973,969+328+8%$304.2K$314.5K+$10.2K2026-11-04
Creative Planning
NEW3,865—+3,865——$282.8K—2026-11-02
Wedmont Private Capital
INCREASED3,5603,512+48+1%$265.1K$258.1K-$7.0K2026-10-09
Baker Ellis Asset Management LLC
NEW3,400—+3,400——$248.8K—2026-10-14
Capital Investment Services of America, Inc.
NEW2,818—+2,818——$206.2K—2026-11-02
Rossmore Private Capital
NEW1,500—+1,500——$109.8K—2026-10-27
Cherry Tree Wealth Management, LLC
NEW1,082—+1,082——$79.2K—2026-10-15
Nvwm, LLC
UNCHANGED15515500%$11.9K$11.3K-$5382026-10-14
Susquehanna International Group, LLP
N/A—92,100-92,100-100%$7.1M———
Tower Research Capital LLC (TRC)
N/A—23,508-23,508-100%$1.8M———
Gotham Asset Management, LLC
N/A—19,125-19,125-100%$1.5M———
Citadel Advisors LLC
N/A—18,394-18,394-100%$1.4M———
Wealthspire Advisors, LLC
N/A—10,579-10,579-100%$810.9K———
Bank of Montreal
N/A—8,771-8,771-100%$672.3K———
Arax Advisory Partners
N/A—5,201-5,201-100%$398.6K———
Gambit Capital Management, LLC
N/A—2,980-2,980-100%$228.4K———
Investment Advisory Group, LLC
N/A—2,775-2,775-100%$212.7K———
Osaic Holdings, Inc.
N/A—2,500-2,500-100%$191.6K———
Showing 30 of 30 institutions