VANGUARD INDEX FDS

01

Intrinsic Value Partners, LLC

40.26% held

α +13.8pts

02

Oak Grove Capital LLC

40.02% ↑ +2.7pp

α +23.3pts

03

Gentry Private Wealth, LLC

39.14% ↑ +38.4pp

α +22.9pts

04

Hummer Financial Advisory Services Inc

19.66% ↑ +2.7pp

α +53.0pts

05

Hel Ved Capital Management Ltd

15.32% held

α +36.9pts

06

Ionic Capital Management LLC

13.33% ↓ 1.3pp

α +17.9pts

07

Yorktown Energy Partners X, L.P.

9.49% NEW

α +10.1pts

08

Generation Investment Management LLP

7.22% held

α +11.9pts

09

Mediatel Partners

6.76% held

α +10.9pts

10

EnCap Energy Capital Fund XI, L.P.

5.76% ↓ 1.0pp

α +10.4pts

11

Soleus Capital Management, L.P.

4.41% held

α +16.0pts

12

Svb Wealth LLC

3.38% held

α +29.6pts

13

AH Capital Management, L.L.C.

3.14% NEW

α +14.3pts

14

PCJ Investment Counsel Ltd.

2.98% held

α +18.9pts

15

Central Asset Investments & Management Holdings (HK) Ltd

2.55% held

α +14.3pts

16

Sulzberger Capital Advisors, Inc.

2.51% NEW

α +15.0pts

17

Plum Street Advisors, LLC

2.45% held

α +18.0pts

18

Anthracite Investment Company, Inc.

2.45% held

α +21.4pts

19

Terra Nova Asset Management LLC

2.38% NEW

α +11.1pts

20

Windward Private Wealth Management Inc.

2.32% held

α +42.1pts

21

Retirement Investment Advisors, Inc.

1.71% NEW

α +16.2pts

22

CV Advisors LLC

1.41% held

α +29.1pts

23

Resolute Advisors LLC

1.34% held

α +53.0pts

24

Sharpepoint LLC

1.28% held

α +11.4pts

25

Principia Wealth Advisory, LLC

1.12% held

α +14.9pts

26

Toews Corp.

1.01% held

α +11.9pts

27

Semper Augustus Investments Group LLC

0.89% held

α +11.6pts

28

Connor, Clark & Lunn Investment Management Ltd.

0.88% held

α +12.3pts

29

Security Financial Services, INC.

0.86% NEW

α +10.8pts

30

Palo Alto Wealth Advisors, LLC

0.76% held

α +20.0pts

31

JTC Employer Solutions Trustee Ltd

0.73% NEW

α +22.6pts

32

Caption Management, LLC

0.69% held

α +15.5pts

33

NerdWallet Wealth Partners, LLC

0.64% held

α +11.3pts

34

Legend Financial Advisors, Inc.

0.62% held

α +12.3pts

35

Explore Capital Management, LLC

0.55% held

α +15.5pts

36

Certior Financial Group, LLC

0.54% held

α +11.1pts

37

Pacific Financial Group Inc.

0.51% held

α +14.3pts

38

Vestal Point Capital, LP

0.38% held

α +16.2pts

39

Cacti Asset Management LLC

0.36% held

α +12.7pts

40

LM Advisors LLC

0.34% held

α +15.5pts

41

Heights Capital Management, Inc.

0.33% held

α +23.4pts

42

Eventide Asset Management, LLC

0.30% held

α +22.5pts

43

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund

0.25% held

α +13.4pts

44

Anchorage Capital Advisors, L.P.

0.24% held

α +11.3pts

45

Kieckhefer Group LLC

0.21% held

α +13.5pts

46

Echo45 Advisors LLC

0.18% held

α +17.2pts

47

Level Financial Advisors

0.18% ↓ 14.9pp

α +30.9pts

48

Laidlaw Wealth Management LLC

0.16% held

α +11.1pts

49

Blue Grotto Capital, LLC

0.15% held

α +12.7pts

50

Vista Investment Partners LLC

0.14% NEW

α +10.8pts

51

Cypress Capital Group

0.11% held

α +12.6pts

52

Cornerstone Management, Inc.

0.10% held

α +12.4pts

53

Barnett & Company, Inc.

0.07% held

α +12.6pts

54

Narus Financial Partners, LLC

0.06% held

α +11.1pts

55

Scopia Capital Management LP

0.06% held

α +10.2pts

56

Banco Santander, S.A.

0.05% held

α +12.6pts

57

D L Carlson Investment Group Inc.

0.04% held

α +17.7pts

58

Voloridge Investment Management, LLC

0.04% held

α +15.5pts

59

Savoie Capital LLC

0.03% held

α +20.1pts

60

ANTIPODES PARTNERS Ltd

0.02% held

α +10.8pts

61

Shufro Rose & Co. LLC

0.02% held

α +32.3pts

62

River Road Asset Management, LLC

0.02% held

α +12.9pts

63

Burgundy Asset Management Ltd.

0.02% held

α +10.8pts

64

Citigroup Inc.

0.01% held

α +26.3pts

65

Mountain Hill Investment Partners Corp.

0.01% held

α +15.0pts