 |
|
|
This page summarizes the VHT holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether VHT is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing VHT Share Count |
|---|
| Beacon Capital Management Inc. |
23,260 |
605,763 |
+582,503 |
+2504.31% |
| PFG Investments LLC |
3,447 |
36,826 |
+33,379 |
+968.35% |
| Liberty Wealth Management LLC |
722 |
7,694 |
+6,972 |
+965.65% |
| Executive Wealth Group LLC |
47,992 |
143,595 |
+95,603 |
+199.21% |
| Sigma Planning Corp |
3,235 |
9,145 |
+5,910 |
+182.69% |
| Eagle Strategies LLC |
5,687 |
15,308 |
+9,621 |
+169.18% |
| Wealthcare Advisory Partners LLC |
8,235 |
21,354 |
+13,119 |
+159.31% |
| Larson Financial Group LLC |
154 |
355 |
+201 |
+130.52% |
| Private Trust Co. NA |
164 |
337 |
+173 |
+105.49% |
| Institute for Wealth Management LLC. |
3,024 |
6,002 |
+2,978 |
+98.48% |
| McClarren Financial Advisors Inc. |
962 |
1,894 |
+932 |
+96.88% |
| ESG Planning |
1,706 |
3,298 |
+1,592 |
+93.32% |
| Rehmann Capital Advisory Group |
893 |
1,691 |
+798 |
+89.36% |
| Channel Wealth LLC |
963 |
1,767 |
+804 |
+83.49% |
| First Horizon Advisors Inc. |
140 |
254 |
+114 |
+81.43% |
| Center for Financial Planning Inc. |
108 |
187 |
+79 |
+73.15% |
| Signaturefd LLC |
872 |
1,442 |
+570 |
+65.37% |
| Allworth Financial LP |
12,832 |
20,313 |
+7,481 |
+58.30% |
| Mission Wealth Management LP |
5,262 |
7,962 |
+2,700 |
+51.31% |
| PDS Planning Inc |
1,131 |
1,691 |
+560 |
+49.51% |
| Muirfield Wealth Advisors LLC |
2,012 |
2,948 |
+936 |
+46.52% |
| Strategic Blueprint LLC |
1,124 |
1,606 |
+482 |
+42.88% |
| Pallas Capital Advisors LLC |
3,440 |
4,750 |
+1,310 |
+38.08% |
| Smartleaf Asset Management LLC |
337 |
461 |
+124 |
+36.80% |
| FirstPurpose Wealth LLC |
1,547 |
2,091 |
+544 |
+35.16% |
| Trinity Legacy Partners LLC |
13,403 |
17,815 |
+4,412 |
+32.92% |
| Aprio Wealth Management LLC |
63,845 |
82,753 |
+18,908 |
+29.62% |
| Apollon Wealth Management LLC |
2,073 |
2,673 |
+600 |
+28.94% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
2,091 |
2,660 |
+569 |
+27.21% |
| Essex Financial Services Inc. |
6,179 |
7,812 |
+1,633 |
+26.43% |
| Salomon & Ludwin LLC |
7,472 |
9,380 |
+1,908 |
+25.54% |
| International Assets Investment Management LLC |
1,212 |
1,518 |
+306 |
+25.25% |
| Etfidea LLC |
855 |
1,059 |
+204 |
+23.86% |
| Nvest Financial LLC |
12,861 |
15,880 |
+3,019 |
+23.47% |
| CX Institutional |
3,303 |
4,074 |
+771 |
+23.34% |
| MontVue Capital Management Inc. |
5,027 |
6,139 |
+1,112 |
+22.12% |
| Bank of New York Mellon Corp |
4,500 |
5,427 |
+927 |
+20.60% |
| Accel Wealth Management |
6,522 |
7,827 |
+1,305 |
+20.01% |
| Cornerstone Wealth Management LLC |
5,763 |
6,854 |
+1,091 |
+18.93% |
| Alta Wealth Advisors LLC |
2,316 |
2,736 |
+420 |
+18.13% |
| Fountainhead AM LLC |
990 |
1,154 |
+164 |
+16.57% |
| Atlas Capital Advisors LLC |
34,382 |
39,867 |
+5,485 |
+15.95% |
| City State Bank |
7,000 |
8,051 |
+1,051 |
+15.01% |
| Werba Rubin Papier Wealth Management |
2,347 |
2,693 |
+346 |
+14.74% |
| McGuire Investment Group LLC |
1,933 |
2,208 |
+275 |
+14.23% |
| Cary Street Partners Investment Advisory LLC |
1,829 |
2,080 |
+251 |
+13.72% |
| Compass Ion Advisors LLC |
6,009 |
6,793 |
+784 |
+13.05% |
| Compass Financial Group INC SD |
1,188 |
1,341 |
+153 |
+12.88% |
| AdvisorNet Financial Inc |
964 |
1,088 |
+124 |
+12.86% |
| Financial Perspectives Inc |
2,289 |
2,580 |
+291 |
+12.71% |
| Kestra Private Wealth Services LLC |
2,755 |
3,099 |
+344 |
+12.49% |
| Jmac Enterprises LLC |
14,715 |
16,536 |
+1,821 |
+12.38% |
| Pinnacle Associates Ltd. |
3,347 |
3,752 |
+405 |
+12.10% |
| Triangle Securities Wealth Management |
1,599 |
1,791 |
+192 |
+12.01% |
| Harbor Investment Advisory LLC |
926 |
1,037 |
+111 |
+11.99% |
| Financial Insights Inc. |
3,659 |
4,079 |
+420 |
+11.48% |
| TAP Consulting LLC |
19,036 |
21,212 |
+2,176 |
+11.43% |
| Birchcreek Wealth Management LLC |
1,696 |
1,886 |
+190 |
+11.20% |
| Private Advisor Group LLC |
38,034 |
42,270 |
+4,236 |
+11.14% |
| Kennedy Investment Group |
2,827 |
3,136 |
+309 |
+10.93% |
| Delta Financial Group Inc. |
10,749 |
11,827 |
+1,078 |
+10.03% |
| Oak Harvest Investment Services |
2,700 |
2,949 |
+249 |
+9.22% |
| Csenge Advisory Group |
4,094 |
4,471 |
+377 |
+9.21% |
| RVW Wealth LLC |
957 |
1,045 |
+88 |
+9.20% |
| Creative Financial Designs Inc. ADV |
5,570 |
6,048 |
+478 |
+8.58% |
| Grant Street Asset Management Inc. |
4,767 |
5,171 |
+404 |
+8.47% |
| Raymond James Financial Services Advisors Inc. |
279,729 |
302,359 |
+22,630 |
+8.09% |
| RMR Wealth Builders |
1,315 |
1,419 |
+104 |
+7.91% |
| Stratos Wealth Partners LTD. |
70,658 |
76,208 |
+5,550 |
+7.85% |
| Ellis Investment Partners LLC |
1,024 |
1,103 |
+79 |
+7.71% |
| High Net Worth Advisory Group LLC |
6,011 |
6,447 |
+436 |
+7.25% |
| Brookstone Capital Management |
10,762 |
11,506 |
+744 |
+6.91% |
| Paragon Financial Partners Inc. |
27,249 |
29,102 |
+1,853 |
+6.80% |
| Westside Investment Management Inc. |
9,598 |
10,196 |
+598 |
+6.23% |
| Acorn Wealth Advisors LLC |
14,410 |
15,289 |
+879 |
+6.10% |
| Quaker Wealth Management LLC |
24,377 |
25,825 |
+1,448 |
+5.94% |
| Absolute Capital Management LLC |
4,987 |
5,281 |
+294 |
+5.90% |
| Wheelhouse Advisory Group LLC |
48,853 |
51,687 |
+2,834 |
+5.80% |
| J.W. Cole Advisors Inc. |
8,829 |
9,323 |
+494 |
+5.60% |
| Gray Wealth Management Inc. |
20,206 |
21,284 |
+1,078 |
+5.34% |
| Panoramic Investment Advisors LLC |
1,332 |
1,401 |
+69 |
+5.18% |
| Silicon Valley Capital Partners |
20 |
21 |
+1 |
+5.00% |
| Chai Trust Co. LLC |
54,153 |
56,855 |
+2,702 |
+4.99% |
| Bluesphere Advisors LLC |
11,725 |
12,271 |
+546 |
+4.66% |
| Charter Oak Capital Management LLC |
5,868 |
6,126 |
+258 |
+4.40% |
| One Day In July LLC |
4,203 |
4,384 |
+181 |
+4.31% |
| Warner Financial Inc. |
2,864 |
2,982 |
+118 |
+4.12% |
| Arkadios Wealth Advisors |
4,359 |
4,532 |
+173 |
+3.97% |
| Honkamp Krueger Financial Services Inc. |
4,860 |
5,039 |
+179 |
+3.68% |
| McAdam LLC |
1,307 |
1,355 |
+48 |
+3.67% |
| Moser Wealth Advisors LLC |
16,039 |
16,614 |
+575 |
+3.59% |
| N.E.W. Advisory Services LLC |
5,557 |
5,743 |
+186 |
+3.35% |
| Salem Investment Counselors Inc. |
1,127 |
1,164 |
+37 |
+3.28% |
| Northstar Asset Management LLC |
8,680 |
8,965 |
+285 |
+3.28% |
| Sequoia Financial Advisors LLC |
16,155 |
16,678 |
+523 |
+3.24% |
| Allied Investment Advisors LLC |
127,258 |
131,267 |
+4,009 |
+3.15% |
| Summit Wealth Group LLC |
22,332 |
23,022 |
+690 |
+3.09% |
| WFA Asset Management Corp |
1,070 |
1,103 |
+33 |
+3.08% |
| Global Retirement Partners LLC |
1,552 |
1,599 |
+47 |
+3.03% |
| O ROURKE & COMPANY Inc |
9,744 |
10,033 |
+289 |
+2.97% |
| Wealthfront Advisers LLC |
9,803 |
10,072 |
+269 |
+2.74% |
| Wealth Enhancement Advisory Services LLC |
24,139 |
24,754 |
+615 |
+2.55% |
| Ritholtz Wealth Management |
829 |
850 |
+21 |
+2.53% |
| Madden Advisory Services Inc. |
19,814 |
20,312 |
+498 |
+2.51% |
| Calton & Associates Inc. |
17,210 |
17,640 |
+430 |
+2.50% |
| Royal Fund Management LLC |
31,977 |
32,700 |
+723 |
+2.26% |
| Proequities Inc. |
14,445 |
14,770 |
+325 |
+2.25% |
| Mutual Advisors LLC |
8,042 |
8,213 |
+171 |
+2.13% |
| Joseph P. Lucia & Associates LLC |
5,305 |
5,401 |
+96 |
+1.81% |
| Berger Financial Group Inc |
1,313 |
1,335 |
+22 |
+1.68% |
| Sovereign Financial Group Inc. |
1,150 |
1,168 |
+18 |
+1.57% |
| Financial Futures Ltd Liability Co. |
18,527 |
18,815 |
+288 |
+1.55% |
| Wedmont Private Capital |
1,208 |
1,226 |
+18 |
+1.49% |
| Lpwm LLC |
2,740 |
2,775 |
+35 |
+1.28% |
| Sharper & Granite LLC |
27,648 |
27,959 |
+311 |
+1.12% |
| CVA Family Office LLC |
29,161 |
29,482 |
+321 |
+1.10% |
| Eudaimonia Partners LLC |
2,845 |
2,876 |
+31 |
+1.09% |
| CENTRAL TRUST Co |
1,421 |
1,436 |
+15 |
+1.06% |
| TruWealth Advisors LLC |
9,908 |
10,012 |
+104 |
+1.05% |
| Fifth Third Securities Inc. |
13,490 |
13,630 |
+140 |
+1.04% |
| Kovack Advisors Inc. |
2,448 |
2,472 |
+24 |
+0.98% |
| Financial Counselors Inc. |
1,226 |
1,236 |
+10 |
+0.82% |
| Hennion & Walsh Asset Management Inc. |
1,284 |
1,294 |
+10 |
+0.78% |
| Carmichael Hill & Associates Inc. |
11,684 |
11,761 |
+77 |
+0.66% |
| KMG Fiduciary Partners LLC |
1,145 |
1,151 |
+6 |
+0.52% |
| Exchange Capital Management Inc. |
27,347 |
27,485 |
+138 |
+0.50% |
| BCS Wealth Management |
3,582 |
3,600 |
+18 |
+0.50% |
| Cedar Mountain Advisors LLC |
11,975 |
12,035 |
+60 |
+0.50% |
| Olistico Wealth LLC |
6,176 |
6,207 |
+31 |
+0.50% |
| Ausdal Financial Partners Inc. |
7,471 |
7,507 |
+36 |
+0.48% |
| TRUE Private Wealth Advisors |
13,173 |
13,224 |
+51 |
+0.39% |
| SOA Wealth Advisors LLC. |
533 |
535 |
+2 |
+0.38% |
| Roger Wittlin Investment Advisory LLC |
879 |
882 |
+3 |
+0.34% |
| Better Money Decisions LLC |
3,760 |
3,772 |
+12 |
+0.32% |
| Janney Montgomery Scott LLC |
294,428 |
295,311 |
+883 |
+0.30% |
| Moller Financial Services |
1,032 |
1,035 |
+3 |
+0.29% |
| Gemmer Asset Management LLC |
1,053 |
1,056 |
+3 |
+0.28% |
| Aurora Private Wealth Inc. |
1,467 |
1,471 |
+4 |
+0.27% |
| Flagship Private Wealth LLC |
2,590 |
2,597 |
+7 |
+0.27% |
| NorthCrest Asset Manangement LLC |
8,565 |
8,588 |
+23 |
+0.27% |
| Seamount Financial Group Inc. |
1,638 |
1,642 |
+4 |
+0.24% |
| Cedar Brook Financial Partners LLC |
1,814 |
1,818 |
+4 |
+0.22% |
| North Star Investment Management Corp. |
8,609 |
8,625 |
+16 |
+0.19% |
| Atticus Wealth Management LLC |
518 |
519 |
+1 |
+0.19% |
| Conservest Capital Advisors Inc. |
3,317 |
3,323 |
+6 |
+0.18% |
| JB Capital LLC |
1,096 |
1,098 |
+2 |
+0.18% |
| MN Wealth Advisors LLC |
1,099 |
1,101 |
+2 |
+0.18% |
| Financial Consulate Inc. |
1,239 |
1,241 |
+2 |
+0.16% |
| Beacon Financial Advisory LLC |
1,929 |
1,932 |
+3 |
+0.16% |
| GSG Advisors LLC |
1,383 |
1,385 |
+2 |
+0.14% |
| Financial Advisory Service Inc. |
2,273 |
2,276 |
+3 |
+0.13% |
| Solutions 4 Wealth Ltd |
5,225 |
5,232 |
+7 |
+0.13% |
| Ignite Planners LLC |
802 |
803 |
+1 |
+0.12% |
| Cypress Wealth Services LLC |
938 |
939 |
+1 |
+0.11% |
| Zhang Financial LLC |
1,904 |
1,906 |
+2 |
+0.11% |
| HB Wealth Management LLC |
12,142 |
12,151 |
+9 |
+0.07% |
| Park Edge Advisors LLC |
1,434 |
1,435 |
+1 |
+0.07% |
| Valeo Financial Advisors LLC |
3,880 |
3,882 |
+2 |
+0.05% |
| Apexium Financial LP |
2,089 |
2,090 |
+1 |
+0.05% |
| Massmutual Trust Co. FSB ADV |
37,982 |
37,999 |
+17 |
+0.04% |
| Navis Wealth Advisors LLC |
2,361 |
2,362 |
+1 |
+0.04% |
| Northstar Group Inc. |
6,354 |
6,355 |
+1 |
+0.02% |
| 13F Filers Reporting New Positions In VHT |
|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
0 |
11 |
+11 |
+100% |
| Hartline Investment Corp |
0 |
13,604 |
+13,604 |
+100% |
| Spirit of America Management Corp NY |
0 |
526 |
+526 |
+100% |
| First National Trust Co |
0 |
761 |
+761 |
+100% |
| Acropolis Investment Management LLC |
0 |
375 |
+375 |
+100% |
| Exchange Traded Concepts LLC |
0 |
18,273 |
+18,273 |
+100% |
| Brookmont Capital Management |
0 |
747 |
+747 |
+100% |
| A. D. Beadell Investment Counsel Inc. |
0 |
760 |
+760 |
+100% |
| Naples Global Advisors LLC |
0 |
806 |
+806 |
+100% |
| Evanson Asset Management LLC |
0 |
784 |
+784 |
+100% |
| Sunbelt Securities Inc. |
0 |
104 |
+104 |
+100% |
| Ayalon Holdings Ltd. |
0 |
1,880 |
+1,880 |
+100% |
| Steele Capital Management Inc. |
0 |
1,260 |
+1,260 |
+100% |
| Horizon Financial Services LLC |
0 |
61 |
+61 |
+100% |
| Stratos Wealth Advisors LLC |
0 |
808 |
+808 |
+100% |
| Versant Capital Management Inc |
0 |
24 |
+24 |
+100% |
| LFA Lugano Financial Advisors SA |
0 |
2,550 |
+2,550 |
+100% |
| Cooper Financial Group |
0 |
740 |
+740 |
+100% |
| Summit Financial LLC |
0 |
1,261 |
+1,261 |
+100% |
| Briaud Financial Planning Inc |
0 |
716 |
+716 |
+100% |
| Royal Harbor Partners LLC |
0 |
5,056 |
+5,056 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
46 |
+46 |
+100% |
| Regent Peak Wealth Advisors LLC |
0 |
761 |
+761 |
+100% |
| Taylor & Morgan Wealth Management LLC |
0 |
799 |
+799 |
+100% |
| Woodward Diversified Capital LLC |
0 |
4,384 |
+4,384 |
+100% |
| Accurate Wealth Management LLC |
0 |
1,256 |
+1,256 |
+100% |
| Maryland Capital Advisors Inc. |
0 |
115 |
+115 |
+100% |
| Integral Investment Advisors Inc. |
0 |
932 |
+932 |
+100% |
| New Perspectives Inc |
0 |
1,832 |
+1,832 |
+100% |
| Simplicity Wealth LLC |
0 |
34,804 |
+34,804 |
+100% |
| Global Assets Advisory LLC |
0 |
53,636 |
+53,636 |
+100% |
| Stapp Wealth Management Pllc |
0 |
7,718 |
+7,718 |
+100% |
| Register Financial Advisors LLC |
0 |
4 |
+4 |
+100% |
| Lodestar Private Asset Management LLC |
0 |
906 |
+906 |
+100% |
| Dixon Mitchell Investment Counsel Inc. |
0 |
100 |
+100 |
+100% |
| Rakuten Securities Inc. |
0 |
31 |
+31 |
+100% |
| Focus Financial Network Inc. |
0 |
34,845 |
+34,845 |
+100% |
| Edge Financial Advisors LLC |
0 |
2,219 |
+2,219 |
+100% |
| Accordant Advisory Group Inc |
0 |
25 |
+25 |
+100% |
| Cascade Wealth Advisors Inc |
0 |
5,002 |
+5,002 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Rockland Trust Co. |
1,082 |
1,082 |
UNCH |
0.00% |
| Welch & Forbes LLC |
2,080 |
2,080 |
UNCH |
0.00% |
| First National Bank |
1,250 |
1,250 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
179 |
179 |
UNCH |
0.00% |
| Country Club Bank GFN |
4,415 |
4,415 |
UNCH |
0.00% |
| Advisors Management Group Inc. ADV |
1,324 |
1,324 |
UNCH |
0.00% |
| Haverford Trust Co. |
1,666 |
1,666 |
UNCH |
0.00% |
| Capital Advisors Inc. OK |
3,654 |
3,654 |
UNCH |
0.00% |
| Barrett & Company Inc. |
29 |
29 |
UNCH |
0.00% |
| NBT Bank N A NY |
325 |
325 |
UNCH |
0.00% |
| UMB Bank N A MO |
509 |
509 |
UNCH |
0.00% |
| Weatherly Asset Management L. P. |
1,076 |
1,076 |
UNCH |
0.00% |
| Pacific Sun Financial Corp |
2,170 |
2,170 |
UNCH |
0.00% |
| Commerce Bank |
2,858 |
2,858 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
35 |
35 |
UNCH |
0.00% |
| Atwood & Palmer Inc. |
121 |
121 |
UNCH |
0.00% |
| Mitchell Sinkler & Starr PA |
390 |
390 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
74 |
74 |
UNCH |
0.00% |
| Trust Co. of Vermont |
186 |
186 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
800 |
800 |
UNCH |
0.00% |
| Whittier Trust Co. |
3,808 |
3,808 |
UNCH |
0.00% |
| Hollencrest Capital Management |
915 |
915 |
UNCH |
0.00% |
| Sonata Capital Group Inc. |
1,455 |
1,455 |
UNCH |
0.00% |
| Country Trust Bank |
274 |
274 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
2,283 |
2,283 |
UNCH |
0.00% |
| American National Bank |
971 |
971 |
UNCH |
0.00% |
| JMG Financial Group Ltd. |
936 |
936 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
40 |
40 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
300 |
300 |
UNCH |
0.00% |
| Regis Management CO LLC |
3,025 |
3,025 |
UNCH |
0.00% |
| Blue Bell Private Wealth Management LLC |
914 |
914 |
UNCH |
0.00% |
| Progressive Investment Management Corp |
600 |
600 |
UNCH |
0.00% |
| BCM Advisors LLC |
988 |
988 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
1,123 |
1,123 |
UNCH |
0.00% |
| SPC Financial Inc. |
1,700 |
1,700 |
UNCH |
0.00% |
| Busey Wealth Management |
1,020 |
1,020 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
759,229 |
759,229 |
UNCH |
0.00% |
| Aspiriant LLC |
843 |
843 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
2,278 |
2,278 |
UNCH |
0.00% |
| Smith Salley & Associates |
845 |
845 |
UNCH |
0.00% |
| Fiera Capital Corp |
1,455 |
1,455 |
UNCH |
0.00% |
| Mather Group LLC. |
2,379 |
2,379 |
UNCH |
0.00% |
| Peregrine Asset Advisers Inc. |
1,062 |
1,062 |
UNCH |
0.00% |
| Smith & Howard Wealth Management LLC |
3,202 |
3,202 |
UNCH |
0.00% |
| Ascent Wealth Partners LLC |
825 |
825 |
UNCH |
0.00% |
| Goelzer Investment Management Inc. |
1,817 |
1,817 |
UNCH |
0.00% |
| Macroview Investment Management LLC |
2 |
2 |
UNCH |
0.00% |
| SNS Financial Group LLC |
886 |
886 |
UNCH |
0.00% |
| JFS Wealth Advisors LLC |
592 |
592 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
340 |
340 |
UNCH |
0.00% |
| Riggs Asset Managment Co. Inc. |
71 |
71 |
UNCH |
0.00% |
| MCF Advisors LLC |
200 |
200 |
UNCH |
0.00% |
| Bray Capital Advisors |
615 |
615 |
UNCH |
0.00% |
| Mitchell Mcleod Pugh & Williams Inc. |
1,097 |
1,097 |
UNCH |
0.00% |
| First Personal Financial Services |
356 |
356 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
155 |
155 |
UNCH |
0.00% |
| Bristlecone Advisors LLC |
895 |
895 |
UNCH |
0.00% |
| Arthur M. Cohen & Associates LLC |
1,524 |
1,524 |
UNCH |
0.00% |
| Armor Investment Advisors LLC |
521 |
521 |
UNCH |
0.00% |
| Good Life Advisors LLC |
6,618 |
6,618 |
UNCH |
0.00% |
| Shepherd Financial Partners LLC |
1,201 |
1,201 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
325 |
325 |
UNCH |
0.00% |
| Founders Capital Management |
259 |
259 |
UNCH |
0.00% |
| Bfsg LLC |
80 |
80 |
UNCH |
0.00% |
| Verdence Capital Advisors LLC |
2,128 |
2,128 |
UNCH |
0.00% |
| Security National Bank |
249 |
249 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
19 |
19 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
16 |
16 |
UNCH |
0.00% |
| Solstein Capital LLC |
470 |
470 |
UNCH |
0.00% |
| James Hambro & Partners |
2,265 |
2,265 |
UNCH |
0.00% |
| D. B. Root & Company LLC |
932 |
932 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
269 |
269 |
UNCH |
0.00% |
| CNB Bank |
28 |
28 |
UNCH |
0.00% |
| West Branch Capital LLC |
10 |
10 |
UNCH |
0.00% |
| Pflug Koory LLC |
257 |
257 |
UNCH |
0.00% |
| Retirement Group LLC |
200 |
200 |
UNCH |
0.00% |
| Elm Partners Management LLC |
1,325 |
1,325 |
UNCH |
0.00% |
| Dougherty Wealth Advisers LLC |
75 |
75 |
UNCH |
0.00% |
| Bay Harbor Wealth Management LLC |
39 |
39 |
UNCH |
0.00% |
| PSI Advisors LLC |
310 |
310 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
38 |
38 |
UNCH |
0.00% |
| Red Door Wealth Management LLC |
1,114 |
1,114 |
UNCH |
0.00% |
| Aurum Wealth Management Group LLC |
1,085 |
1,085 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
7,842 |
7,842 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
438 |
438 |
UNCH |
0.00% |
| S.A. Mason LLC |
564 |
564 |
UNCH |
0.00% |
| LifeSteps Financial Inc. |
1,297 |
1,297 |
UNCH |
0.00% |
| Summit Place Financial Advisors LLC |
1,650 |
1,650 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
3,802 |
3,802 |
UNCH |
0.00% |
| Key Financial Inc |
316 |
316 |
UNCH |
0.00% |
| Optas LLC |
1,854 |
1,854 |
UNCH |
0.00% |
| Citizens National Bank Trust Department |
298 |
298 |
UNCH |
0.00% |
| Trinity Financial Advisors LLC |
844 |
844 |
UNCH |
0.00% |
| Grant GrossMendelsohn LLC |
1,300 |
1,300 |
UNCH |
0.00% |
| Planned Solutions Inc. |
895 |
895 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
285 |
285 |
UNCH |
0.00% |
| Brown Miller Wealth Management LLC |
2,961 |
2,961 |
UNCH |
0.00% |
| Collective Family Office LLC |
3,545 |
3,545 |
UNCH |
0.00% |
| Round Rock Advisors LLC |
1,692 |
1,692 |
UNCH |
0.00% |
| Mayflower Financial Advisors LLC |
1,254 |
1,254 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
329 |
329 |
UNCH |
0.00% |
| Canvas Wealth Advisors LLC |
1,005 |
1,005 |
UNCH |
0.00% |
| Centered Wealth LLC dba Miller Equity Capital Advisors |
16,000 |
16,000 |
UNCH |
0.00% |
| Wilson & Boucher Capital Management LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Avaii Wealth Management LLC |
1,528 |
1,528 |
UNCH |
0.00% |
| Chemistry Wealth Management LLC |
1,383 |
1,383 |
UNCH |
0.00% |
| Next Level Private LLC |
800 |
800 |
UNCH |
0.00% |
| Red Tortoise LLC |
10 |
10 |
UNCH |
0.00% |
| Autumn Glory Partners LLC |
8,675 |
8,675 |
UNCH |
0.00% |
| Fortitude Advisory Group L.L.C. |
886 |
886 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
184,028 |
184,028 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
14 |
14 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
4 |
4 |
UNCH |
0.00% |
| Horizons Wealth Management |
62 |
62 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
64 |
64 |
UNCH |
0.00% |
| Values Added Financial LLC |
2,012 |
2,012 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
32 |
32 |
UNCH |
0.00% |
| RAM Investment Partners LLC |
999 |
999 |
UNCH |
0.00% |
| Financial Advisory Partners LLC |
5,830 |
5,830 |
UNCH |
0.00% |
| Halpern Financial Inc. |
100 |
100 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
1,783 |
1,783 |
UNCH |
0.00% |
| United Community Bank |
66 |
66 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
33 |
33 |
UNCH |
0.00% |
| Sachetta LLC |
4,279 |
4,279 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
29 |
29 |
UNCH |
0.00% |
| Elevate Wealth Advisory Inc. |
53 |
53 |
UNCH |
0.00% |
| Mainsail Asset Management LLC |
1,811 |
1,811 |
UNCH |
0.00% |
| 13F Filers Decreasing VHT Share Count |
|---|
| Avion Wealth |
345 |
5 |
-340 |
-98.55% |
| SJS Investment Consulting Inc. |
441 |
25 |
-416 |
-94.33% |
| Johnson Bixby & Associates LLC |
29,218 |
3,006 |
-26,212 |
-89.71% |
| Coastal Investment Advisors Inc. |
3,354 |
410 |
-2,944 |
-87.78% |
| Tsfg LLC |
434 |
81 |
-353 |
-81.34% |
| Sound Income Strategies LLC |
247 |
57 |
-190 |
-76.92% |
| NBC Securities Inc. |
717 |
228 |
-489 |
-68.20% |
| Lindbrook Capital LLC |
115 |
40 |
-75 |
-65.22% |
| FinTrust Capital Advisors LLC |
282 |
100 |
-182 |
-64.54% |
| Byrne Asset Management LLC |
25 |
10 |
-15 |
-60.00% |
| Parkside Financial Bank & Trust |
609 |
274 |
-335 |
-55.01% |
| Tradewinds Capital Management LLC |
161 |
75 |
-86 |
-53.42% |
| GSA Capital Partners LLP |
15,509 |
7,257 |
-8,252 |
-53.21% |
| Asset Dedication LLC |
9,939 |
5,702 |
-4,237 |
-42.63% |
| PFS Partners LLC |
222 |
129 |
-93 |
-41.89% |
| Teamwork Financial Advisors LLC |
1,748 |
1,050 |
-698 |
-39.93% |
| Alpha Cubed Investments LLC |
1,193 |
767 |
-426 |
-35.71% |
| Gradient Investments LLC |
34 |
22 |
-12 |
-35.29% |
| Greenhouse Wealth Management LLC |
1,653 |
1,083 |
-570 |
-34.48% |
| CWM LLC |
4,383 |
2,963 |
-1,420 |
-32.40% |
| Baldwin Brothers Inc. MA |
115 |
78 |
-37 |
-32.17% |
| Fulton Bank N.A. |
1,674 |
1,145 |
-529 |
-31.60% |
| Regions Financial Corp |
2,817 |
1,961 |
-856 |
-30.39% |
| Patriot Investment Management Inc. |
2,344 |
1,648 |
-696 |
-29.69% |
| Compass Advisory Group LLC |
1,607 |
1,131 |
-476 |
-29.62% |
| Mascoma Wealth Management LLC |
275 |
194 |
-81 |
-29.45% |
| Global Wealth Strategies & Associates |
889 |
631 |
-258 |
-29.02% |
| Costello Asset Management INC |
141 |
101 |
-40 |
-28.37% |
| BTS Asset Management Inc. |
828 |
616 |
-212 |
-25.60% |
| Montecito Bank & Trust |
1,034 |
784 |
-250 |
-24.18% |
| Huntington National Bank |
2,262 |
1,720 |
-542 |
-23.96% |
| Checchi Capital Advisers LLC |
3,387 |
2,615 |
-772 |
-22.79% |
| Prestige Wealth Management Group LLC |
67 |
52 |
-15 |
-22.39% |
| BLB&B Advisors LLC |
2,189 |
1,723 |
-466 |
-21.29% |
| MinichMacGregor Wealth Management LLC |
2,480 |
1,971 |
-509 |
-20.52% |
| Evolution Wealth Advisors LLC |
1,330 |
1,060 |
-270 |
-20.30% |
| Consolidated Portfolio Review Corp |
39,702 |
32,466 |
-7,236 |
-18.23% |
| Sterling Investment Counsel LLC |
1,057 |
867 |
-190 |
-17.98% |
| Leavell Investment Management Inc. |
3,673 |
3,025 |
-648 |
-17.64% |
| Householder Group Estate & Retirement Specialist LLC |
1,263 |
1,060 |
-203 |
-16.07% |
| Octavia Wealth Advisors LLC |
1,783 |
1,503 |
-280 |
-15.70% |
| Asset Planning Corporation |
34,991 |
29,771 |
-5,220 |
-14.92% |
| Moisand Fitzgerald Tamayo LLC |
188 |
160 |
-28 |
-14.89% |
| Centric Wealth Management |
1,015 |
864 |
-151 |
-14.88% |
| Bank Hapoalim BM |
10,380 |
8,857 |
-1,523 |
-14.67% |
| Lincoln National Corp |
7,643 |
6,586 |
-1,057 |
-13.83% |
| Moseley Investment Management Inc. |
1,465 |
1,266 |
-199 |
-13.58% |
| City Holding Co. |
299 |
259 |
-40 |
-13.38% |
| Independence Bank of Kentucky |
305 |
265 |
-40 |
-13.11% |
| RSM US Wealth Management LLC |
1,016 |
886 |
-130 |
-12.80% |
| Western Wealth Management LLC |
2,043 |
1,784 |
-259 |
-12.68% |
| Whittier Trust Co. of Nevada Inc. |
3,226 |
2,826 |
-400 |
-12.40% |
| Bogart Wealth LLC |
360 |
316 |
-44 |
-12.22% |
| Signature Securities Group Corporation |
3,953 |
3,488 |
-465 |
-11.76% |
| Smith Anglin Financial LLC |
914 |
808 |
-106 |
-11.60% |
| Selective Wealth Management Inc. |
1,099 |
973 |
-126 |
-11.46% |
| Capstone Triton Financial Group LLC |
6,595 |
5,850 |
-745 |
-11.30% |
| Lansing Street Advisors |
2,855 |
2,541 |
-314 |
-11.00% |
| WASHINGTON TRUST Co |
610 |
545 |
-65 |
-10.66% |
| Fifth Third Bancorp |
30,011 |
26,840 |
-3,171 |
-10.57% |
| Triumph Capital Management |
928 |
831 |
-97 |
-10.45% |
| Family Firm Inc. |
1,072 |
961 |
-111 |
-10.35% |
| Founders Financial Securities LLC |
2,112 |
1,895 |
-217 |
-10.27% |
| Summit Trail Advisors LLC |
4,536 |
4,079 |
-457 |
-10.07% |
| Highview Capital Management LLC DE |
1,664 |
1,502 |
-162 |
-9.74% |
| Trilogy Capital Inc. |
9,183 |
8,332 |
-851 |
-9.27% |
| Curran Financial Partners LLC |
23,191 |
21,094 |
-2,097 |
-9.04% |
| CIC Wealth LLC |
9,298 |
8,504 |
-794 |
-8.54% |
| Empower Advisory Group LLC |
1,775 |
1,629 |
-146 |
-8.23% |
| AMI Investment Management Inc. |
34,367 |
31,585 |
-2,782 |
-8.09% |
| Bridgewealth Advisory Group LLC |
857 |
789 |
-68 |
-7.93% |
| Chapin Davis Inc. |
1,033 |
954 |
-79 |
-7.65% |
| Silverlake Wealth Management LLC |
1,660 |
1,535 |
-125 |
-7.53% |
| Principle Wealth Partners LLC |
8,729 |
8,086 |
-643 |
-7.37% |
| Yoder Wealth Management Inc. |
2,365 |
2,195 |
-170 |
-7.19% |
| Redwood Financial Network Corp |
1,988 |
1,845 |
-143 |
-7.19% |
| Activest Wealth Management |
863 |
802 |
-61 |
-7.07% |
| Monticello Wealth Management LLC |
1,154 |
1,074 |
-80 |
-6.93% |
| Dynamic Advisor Solutions LLC |
5,955 |
5,546 |
-409 |
-6.87% |
| Raymond James & Associates |
185,645 |
173,823 |
-11,822 |
-6.37% |
| Nations Financial Group Inc. IA ADV |
3,614 |
3,385 |
-229 |
-6.34% |
| Tompkins Financial Corp |
796 |
747 |
-49 |
-6.16% |
| Mcintyre Freedman & Flynn Investment Advisers Inc. |
4,880 |
4,580 |
-300 |
-6.15% |
| Inspirion Wealth Advisors LLC |
1,211 |
1,137 |
-74 |
-6.11% |
| Integrity Financial Corp WA |
362 |
340 |
-22 |
-6.08% |
| Coombe Bender & Co LLC |
1,094 |
1,028 |
-66 |
-6.03% |
| Horizon Bancorp Inc. IN |
578 |
544 |
-34 |
-5.88% |
| PPS&V Asset Management Consultants Inc. |
1,810 |
1,705 |
-105 |
-5.80% |
| RDA Financial Network |
6,945 |
6,560 |
-385 |
-5.54% |
| IVC Wealth Advisors LLC |
1,757 |
1,660 |
-97 |
-5.52% |
| Park Avenue Securities LLC |
872 |
825 |
-47 |
-5.39% |
| Commonwealth Equity Services LLC |
325,727 |
308,304 |
-17,423 |
-5.35% |
| Norwood Financial Corp |
945 |
895 |
-50 |
-5.29% |
| Spire Wealth Management |
4,275 |
4,051 |
-224 |
-5.24% |
| Stableford Capital II LLC |
1,677 |
1,590 |
-87 |
-5.19% |
| UMA Financial Services Inc. |
834 |
791 |
-43 |
-5.16% |
| LexAurum Advisors LLC |
2,297 |
2,179 |
-118 |
-5.14% |
| Gryphon Financial Partners LLC |
3,502 |
3,322 |
-180 |
-5.14% |
| Capital Investment Advisors LLC |
1,284 |
1,218 |
-66 |
-5.14% |
| Brown Advisory Inc. |
23,314 |
22,168 |
-1,146 |
-4.92% |
| Cora Capital Advisors LLC |
15,632 |
14,870 |
-762 |
-4.87% |
| Axiom Financial Strategies LLC |
27,430 |
26,169 |
-1,261 |
-4.60% |
| Smart Money Group LLC |
1,540 |
1,474 |
-66 |
-4.29% |
| Embree Financial Group |
6,591 |
6,321 |
-270 |
-4.10% |
| McGlone Suttner Wealth Management Inc. |
4,671 |
4,482 |
-189 |
-4.05% |
| HF Advisory Group LLC |
2,208 |
2,119 |
-89 |
-4.03% |
| ST Germain D J Co. Inc. |
1,663 |
1,596 |
-67 |
-4.03% |
| Capital Investment Advisory Services LLC |
2,482 |
2,386 |
-96 |
-3.87% |
| Parsons Capital Management Inc. RI |
6,045 |
5,811 |
-234 |
-3.87% |
| Putnam FL Investment Management Co. |
2,048 |
1,974 |
-74 |
-3.61% |
| Kellett Schaffner Wealth Advisors LLC |
2,437 |
2,351 |
-86 |
-3.53% |
| SOL Capital Management CO |
7,389 |
7,130 |
-259 |
-3.51% |
| First Financialcorp IN |
13,667 |
13,194 |
-473 |
-3.46% |
| Cambridge Investment Research Advisors Inc. |
169,162 |
163,626 |
-5,536 |
-3.27% |
| Callan Capital LLC |
29,399 |
28,446 |
-953 |
-3.24% |
| American Institute for Advanced Investment Management LLP |
1,701 |
1,646 |
-55 |
-3.23% |
| SeaCrest Wealth Management LLC |
2,042 |
1,976 |
-66 |
-3.23% |
| Park National Corp OH |
27,072 |
26,200 |
-872 |
-3.22% |
| Flagship Harbor Advisors LLC |
2,388 |
2,313 |
-75 |
-3.14% |
| Marotta Asset Management |
72,410 |
70,299 |
-2,111 |
-2.92% |
| Altfest L J & Co. Inc. |
4,484 |
4,356 |
-128 |
-2.85% |
| Eudaimonia Advisors LLC |
3,416 |
3,319 |
-97 |
-2.84% |
| Courier Capital LLC |
1,013 |
986 |
-27 |
-2.67% |
| Gradient Capital Advisors LLC |
3,487 |
3,400 |
-87 |
-2.49% |
| RBA Wealth Management LLC |
3,869 |
3,774 |
-95 |
-2.46% |
| Onyx Bridge Wealth Group LLC |
32,075 |
31,303 |
-772 |
-2.41% |
| Davis Capital Management |
464 |
453 |
-11 |
-2.37% |
| WBH Advisory Inc. |
76,839 |
75,249 |
-1,590 |
-2.07% |
| Tower View Investment Management & Research LLC |
5,880 |
5,759 |
-121 |
-2.06% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
2,735 |
2,683 |
-52 |
-1.90% |
| MONECO Advisors LLC |
799 |
784 |
-15 |
-1.88% |
| Financial Freedom LLC |
10,145 |
9,964 |
-181 |
-1.78% |
| Dentgroup LLC |
3,647 |
3,583 |
-64 |
-1.75% |
| Glass Jacobson Investment Advisors llc |
1,444 |
1,419 |
-25 |
-1.73% |
| Wealthspan Partners LLC |
3,416 |
3,357 |
-59 |
-1.73% |
| Adviser Investments LLC |
12,550 |
12,341 |
-209 |
-1.67% |
| Magnus Financial Group LLC |
1,046 |
1,029 |
-17 |
-1.63% |
| Procyon Private Wealth Partners LLC |
864 |
851 |
-13 |
-1.50% |
| Capital Management Associates Inc |
1,752 |
1,728 |
-24 |
-1.37% |
| Raymond James Trust N.A. |
984 |
971 |
-13 |
-1.32% |
| CRA Financial Services LLC |
4,958 |
4,897 |
-61 |
-1.23% |
| SlateStone Wealth LLC |
6,518 |
6,438 |
-80 |
-1.23% |
| Financial Management Network Inc. |
33,508 |
33,105 |
-403 |
-1.20% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
13,767 |
13,604 |
-163 |
-1.18% |
| Financial Advocates Investment Management |
4,578 |
4,524 |
-54 |
-1.18% |
| Baron Financial Group LLC |
16,151 |
15,982 |
-169 |
-1.05% |
| JNB Advisors LLC |
3,558 |
3,522 |
-36 |
-1.01% |
| Hazlett Burt & Watson Inc. |
887 |
878 |
-9 |
-1.01% |
| DHJJ Financial Advisors Ltd. |
2,612 |
2,586 |
-26 |
-1.00% |
| First PREMIER Bank |
20,211 |
20,020 |
-191 |
-0.95% |
| Wesbanco Bank Inc. |
972 |
964 |
-8 |
-0.82% |
| Kingswood Wealth Advisors LLC |
3,257 |
3,231 |
-26 |
-0.80% |
| Wealth Management Resources Inc. |
24,509 |
24,338 |
-171 |
-0.70% |
| Geneos Wealth Management Inc. |
2,210 |
2,195 |
-15 |
-0.68% |
| Galvin Gaustad & Stein LLC |
944 |
939 |
-5 |
-0.53% |
| Everett Harris & Co. CA |
754,891 |
751,489 |
-3,402 |
-0.45% |
| Main Street Financial Solutions LLC |
4,423 |
4,405 |
-18 |
-0.41% |
| DAVENPORT & Co LLC |
2,633 |
2,626 |
-7 |
-0.27% |
| Sage Rhino Capital LLC |
23,095 |
23,034 |
-61 |
-0.26% |
| Dakota Wealth Management |
54,914 |
54,782 |
-132 |
-0.24% |
| Trust Co. of Oklahoma |
26,015 |
25,959 |
-56 |
-0.22% |
| Allen Mooney & Barnes Investment Advisors LLC |
1,008 |
1,006 |
-2 |
-0.20% |
| Apollon Financial LLC |
26,546 |
26,519 |
-27 |
-0.10% |
| Essex Private Wealth Management LLC |
8,003 |
7,995 |
-8 |
-0.10% |
| Webster Bank N. A. |
18,560 |
18,544 |
-16 |
-0.09% |
| Baker Ellis Asset Management LLC |
12,985 |
12,977 |
-8 |
-0.06% |
| Praetorian Wealth Management Inc. |
14,832 |
14,825 |
-7 |
-0.05% |
| CCG Wealth Management LLC |
5,245 |
5,244 |
-1 |
-0.02% |
| 13F Filers Exiting VHT |
|---|
| BKM Wealth Management LLC |
10 |
0 |
-10 |
-100.00% |
| Oak Hill Wealth Advisors LLC |
919 |
0 |
-919 |
-100.00% |
| Joule Financial LLC |
5,373 |
0 |
-5,373 |
-100.00% |
| Mayport LLC |
875 |
0 |
-875 |
-100.00% |
| Comprehensive Financial Consultants Institutional Inc. |
1,279 |
0 |
-1,279 |
-100.00% |
| Granite Bay Wealth Management LLC |
7,426 |
0 |
-7,426 |
-100.00% |
| Independent Wealth Network Inc. |
834 |
0 |
-834 |
-100.00% |
| Level Financial Advisors Inc. |
177 |
0 |
-177 |
-100.00% |
| Corepath Wealth Partners LLC |
2,320 |
0 |
-2,320 |
-100.00% |
| Annapolis Financial Services LLC |
6 |
0 |
-6 |
-100.00% |
| Tennessee Valley Asset Management Partners |
44 |
0 |
-44 |
-100.00% |
| Concord Wealth Partners |
1 |
0 |
-1 |
-100.00% |
| Secure Asset Management LLC |
1,641 |
0 |
-1,641 |
-100.00% |
| Inscription Capital LLC |
3,716 |
0 |
-3,716 |
-100.00% |
| Rinkey Investments |
1,886 |
0 |
-1,886 |
-100.00% |
| Summit Global Investments |
21,494 |
0 |
-21,494 |
-100.00% |
| Meridian Wealth Management LLC |
2,364 |
0 |
-2,364 |
-100.00% |
| Oakworth Capital Inc. |
199 |
0 |
-199 |
-100.00% |
| Perigon Wealth Management LLC |
6,510 |
0 |
-6,510 |
-100.00% |
| Investors Asset Management of Georgia Inc. GA ADV |
919 |
0 |
-919 |
-100.00% |
See Summary: Institutional Holders of VHT
See Details: Top 10 Hedge Funds Holding VHT
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