Q1 2026 vs Q2 2026
Comparing share counts between the two most recent quarters
| Status | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| Schwab Strategic TR(SCHG) | 808524300 | INCREASED | 351,261 | 312,404 | +38,857 | +12.44% | $9.1M | $11.9M | +$2.8M |
| Capital Group GBL Growth EQT(CGGO) | 14020X104 | INCREASED | 202,039 | 186,936 | +15,103 | +8.08% | $6.2M | $8.6M | +$2.3M |
| J P Morgan Exchange Traded F(JPST) | 46641Q837 | INCREASED | 200,054 | 153,912 | +46,142 | +29.98% | $7.8M | $10.1M | +$2.3M |
| Vanguard BD Index FDS(VUSB) | 92203C303 | DECREASED | 199,993 | 253,177 | -53,184 | -21.01% | $12.6M | $10.0M | -$2.6M |
| Capital Group Dividend Value(CGDV) | 14020W106 | INCREASED | 177,695 | 158,814 | +18,881 | +11.89% | $6.8M | $8.8M | +$2.0M |
| Capital GRP Fixed Incm ETF T(CGMS) | 14020Y300 | INCREASED | 99,386 | 77,557 | +21,829 | +28.15% | $2.1M | $2.7M | +$604.3K |
| First TR Exchange Traded FD(RDVY) | 33738R506 | INCREASED | 92,702 | 82,054 | +10,648 | +12.98% | $5.6M | $7.5M | +$1.9M |
| T Rowe Price Exchange-Traded(TBUX) | 87283Q701 | DECREASED | 66,733 | 67,021 | -288 | -0.43% | $3.3M | $3.3M | -$13.0K |
| Vanguard BD Index FDS(BIV) | 921937819 | INCREASED | 63,985 | 51,070 | +12,915 | +25.29% | $3.9M | $4.9M | +$966.1K |
| Capital Group Dividend Growe(CGDG) | 14021L109 | INCREASED | 38,956 | 25,107 | +13,849 | +55.16% | $901.3K | $1.5M | +$559.9K |
| Vanguard Index FDS(VUG) | 922908736 | INCREASED | 36,781 | 7,156 | +29,625 | +413.99% | $3.1M | $3.2M | +$42.6K |
| Vanguard Specialized Funds(VIG) | 921908844 | INCREASED | 35,500 | 31,188 | +4,312 | +13.83% | $6.7M | $8.4M | +$1.7M |
| First TR Exchange Traded FD(SDVY) | 33741X102 | INCREASED | 34,416 | 31,092 | +3,324 | +10.69% | $1.2M | $1.5M | +$258.7K |
| Vanguard Tax-Managed FDS(VEA) | 921943858 | DECREASED | 33,442 | 42,021 | -8,579 | -20.42% | $2.7M | $2.4M | -$309.9K |
| Pgim ETF TR(PHYL) | 69344A206 | INCREASED | 32,214 | 19,954 | +12,260 | +61.44% | $691.0K | $1.1M | +$432.6K |
| Vanguard Scottsdale FDS(VGIT) | 92206C706 | DECREASED | 31,081 | 38,841 | -7,760 | -19.98% | $2.3M | $1.8M | -$479.8K |
| Vanguard Index FDS(VTV) | 922908744 | DECREASED | 18,565 | 23,291 | -4,726 | -20.29% | $4.6M | $4.0M | -$523.8K |
| Schwab Strategic TR(SCHO) | 808524862 | DECREASED | 17,310 | 17,368 | -58 | -0.33% | $421.5K | $417.9K | -$3.7K |
| Invesco Exch Traded FD TR II(SPMO) | 46138E339 | INCREASED | 16,217 | 15,257 | +960 | +6.29% | $1.7M | $2.6M | +$909.3K |
| T Rowe Price Exchange-Traded(TEQI) | 87283Q206 | INCREASED | 11,752 | 11,360 | +392 | +3.45% | $511.4K | $592.1K | +$80.7K |
| First TR Exchng Traded FD VI(UCON) | 33740F888 | DECREASED | 9,077 | 9,270 | -193 | -2.08% | $229.6K | $225.8K | -$3.8K |
| Vici Pptys Inc(VICI) | 925652109 | DECREASED | 7,835 | 8,020 | -185 | -2.31% | $219.1K | $208.0K | -$11.1K |
| Vanguard Wellington FD(VFMO) | 921935508 | INCREASED | 7,518 | 7,025 | +493 | +7.02% | $1.4M | $1.9M | +$491.2K |
| Vanguard Index FDS(VO) | 922908629 | INCREASED | 6,722 | 2,302 | +4,420 | +192.01% | $661.1K | $541.6K | -$119.6K |
| Realty Income Corp(O) | 756109104 | DECREASED | 5,746 | 5,844 | -98 | -1.68% | $357.5K | $356.0K | -$1.5K |
| Johnson & Johnson(JNJ) | 478160104 | DECREASED | 4,931 | 4,958 | -27 | -0.54% | $1.2M | $1.3M | +$40.3K |
| Vanguard MUN BD FDS(VTEB) | 922907746 | INCREASED | 4,928 | 4,913 | +15 | +0.31% | $245.1K | $249.3K | +$4.1K |
| Cisco SYS Inc(CSCO) | 17275R102 | DECREASED | 4,828 | 4,926 | -98 | -1.99% | $382.2K | $567.1K | +$184.9K |
| Vanguard World FD(MGK) | 921910816 | INCREASED | 4,564 | 783 | +3,781 | +482.89% | $287.6K | $401.2K | +$113.6K |
| Ishares TR(SGOV) | 46436E718 | NEW | 4,525 | — | +4,525 | — | — | $455.5K | — |
| Vanguard Scottsdale FDS(VGLT) | 92206C847 | NEW | 4,307 | — | +4,307 | — | — | $237.7K | — |
| Advanced Micro Devices Inc(AMD) | 007903107 | DECREASED | 4,172 | 4,229 | -57 | -1.35% | $860.3K | $2.4M | +$1.6M |
| Vanguard Whitehall FDS(VIGI) | 921946810 | DECREASED | 4,084 | 4,129 | -45 | -1.09% | $365.2K | $381.4K | +$16.2K |
| Walmart Inc(WMT) | 931142103 | DECREASED | 3,962 | 3,984 | -22 | -0.55% | $495.1K | $448.8K | -$46.4K |
| Public SVC Enterprise Group(PEG) | 744573106 | DECREASED | 3,705 | 3,780 | -75 | -1.98% | $306.0K | $300.7K | -$5.3K |
| Vanguard Index FDS(VB) | 922908751 | DECREASED | 3,483 | 3,801 | -318 | -8.37% | $995.6K | $1.1M | +$60.2K |
| Apple Inc(AAPL) | 037833100 | INCREASED | 2,891 | 2,877 | +14 | +0.49% | $730.3K | $836.4K | +$106.2K |
| Chevron Corporation(CVX) | 166764100 | INCREASED | 2,814 | 2,793 | +21 | +0.75% | $577.9K | $466.5K | -$111.3K |
| Vanguard Whitehall FDS(VYM) | 921946406 | DECREASED | 2,505 | 2,796 | -291 | -10.41% | $414.1K | $395.9K | -$18.2K |
| Amazon COM Inc(AMZN) | 023135106 | DECREASED | 2,501 | 2,515 | -14 | -0.56% | $523.8K | $596.1K | +$72.3K |
| Oreilly Automotive Inc(ORLY) | 67103H107 | DECREASED | 2,313 | 2,324 | -11 | -0.47% | $214.5K | $213.0K | -$1.5K |
| Vanguard Index FDS(VBR) | 922908611 | DECREASED | 2,216 | 2,976 | -760 | -25.54% | $646.6K | $538.4K | -$108.2K |
| Vanguard Index FDS(VTI) | 922908769 | INCREASED | 2,175 | 2,131 | +44 | +2.06% | $683.7K | $805.0K | +$121.3K |
| Broadcom Inc(AVGO) | 11135F101 | DECREASED | 2,169 | 2,176 | -7 | -0.32% | $673.5K | $819.4K | +$145.9K |
| Corning Inc(GLW) | 219350105 | DECREASED | 2,092 | 2,115 | -23 | -1.09% | $287.6K | $534.4K | +$246.8K |
| Ishares TR(MUB) | 464288414 | INCREASED | 2,050 | 2,042 | +8 | +0.39% | $216.7K | $220.7K | +$3.9K |
| Dell Technologies Inc(DELL) | 24703L202 | DECREASED | 1,815 | 1,830 | -15 | -0.82% | $300.4K | $783.1K | +$482.7K |
| Vanguard Intl Equity Index F(VT) | 922042742 | INCREASED | 1,794 | 1,652 | +142 | +8.60% | $228.5K | $281.6K | +$53.1K |
| TJX COS Inc New(TJX) | 872540109 | DECREASED | 1,680 | 1,682 | -2 | -0.12% | $268.6K | $254.5K | -$14.1K |
| Microsoft Corp(MSFT) | 594918104 | DECREASED | 1,642 | 1,644 | -2 | -0.12% | $608.6K | $612.5K | +$3.9K |
| Ishares TR(IWY) | 464289438 | DECREASED | 1,487 | 1,513 | -26 | -1.72% | $376.5K | $432.0K | +$55.6K |
| Exxon Mobil Corp(XOM) | 30231G102 | DECREASED | 1,468 | 1,474 | -6 | -0.41% | $250.1K | $200.7K | -$49.4K |
| Invesco Exchange Traded FD T(XMMO) | 46137V464 | NEW | 1,466 | — | +1,466 | — | — | $249.4K | — |
| Costco Wholesale Corporation(COST) | 22160K105 | DECREASED | 1,389 | 1,400 | -11 | -0.79% | $1.4M | $1.3M | -$95.5K |
| Vanguard Index FDS(VOE) | 922908512 | DECREASED | 1,203 | 1,216 | -13 | -1.07% | $224.2K | $237.7K | +$13.5K |
| Tesla Inc(TSLA) | 88160R101 | INCREASED | 1,164 | 1,159 | +5 | +0.43% | $430.9K | $489.6K | +$58.7K |
| RTX Corporation(RTX) | 75513E101 | DECREASED | 1,131 | 1,136 | -5 | -0.44% | $219.1K | $214.6K | -$4.5K |
| Alphabet Inc(GOOGL) | 02079K305 | DECREASED | 1,119 | 1,121 | -2 | -0.18% | $322.4K | $399.9K | +$77.5K |
| Ishares TR(IWV) | 464287689 | DECREASED | 938 | 945 | -7 | -0.74% | $350.2K | $399.9K | +$49.7K |
| M & T BK Corp(MTB) | 55261F104 | NEW | 841 | — | +841 | — | — | $200.2K | — |
| Ishares TR(IWB) | 464287622 | DECREASED | 766 | 796 | -30 | -3.77% | $283.8K | $313.7K | +$29.9K |
| Berkshire Hathaway Inc del(BRK/B) | 084670702 | INCREASED | 702 | 604 | +98 | +16.23% | $289.4K | $351.3K | +$61.8K |
| Intuitive Surgical Inc(ISRG) | 46120E602 | DECREASED | 679 | 680 | -1 | -0.15% | $313.5K | $270.0K | -$43.4K |
| Unitedhealth Group Inc(UNH) | 91324P102 | NEW | 549 | — | +549 | — | — | $228.2K | — |
| Cummins Inc(CMI) | 231021106 | UNCHANGED | 400 | 400 | 0 | 0.00% | $215.1K | $285.6K | +$70.6K |
| Asml Hldg NV(ASML) | N07059210 | UNCHANGED | 344 | 344 | 0 | 0.00% | $454.4K | $684.4K | +$230.0K |
| Applied Matls Inc(AMAT) | 038222105 | NEW | 299 | — | +299 | — | — | $216.2K | — |