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On this page, we present all of the funds holding VTWV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding VTWV, with a link to that fund's top holdings. The next columns
indicate the amount of VTWV stock held by each of the funds holding VTWV, followed by the VTWV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 139 funds holding VTWV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding VTWV), click the fund name in the "Holder" column of the funds-holding-VTWV table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 482,107 | $65,846 | 12/31/2023 | VTWV | 482,107 | $65,846 | 12/31/2023 | Morgan Stanley | 316,711 | $43,256 | 12/31/2023 | VTWV | 316,711 | $43,256 | 12/31/2023 | Ameriprise Financial Inc. | 168,361 | $23,008 | 12/31/2023 | VTWV | 168,361 | $23,008 | 12/31/2023 | Crestone Asset Management LLC | 149,807 | $20,946 | 03/31/2024 | VTWV | 149,807 | $20,946 | 03/31/2024 | Bragg Financial Advisors Inc | 89,284 | $12,194 | 12/31/2023 | VTWV | 89,284 | $12,194 | 12/31/2023 | Virtue Capital Management LLC | 87,163 | $11,503 | 12/31/2023 | VTWV | 87,163 | $11,503 | 12/31/2023 | LPL Financial LLC | 79,625 | $10,875 | 12/31/2023 | VTWV | 79,625 | $10,875 | 12/31/2023 | JPMorgan Chase & Co. | 66,146 | $9,034 | 12/31/2023 | VTWV | 66,146 | $9,034 | 12/31/2023 | Rockefeller Capital Management L.P. | 65,738 | $8,979 | 12/31/2023 | VTWV | 65,738 | $8,979 | 12/31/2023 | Congress Wealth Management LLC DE | 56,181 | $7,855 | 03/31/2024 | VTWV | 56,181 | $7,855 | 03/31/2024 | Taddei Ludwig & Associates Inc. | 53,253 | $7,446 | 03/31/2024 | VTWV | 53,253 | $7,446 | 03/31/2024 | Savant Capital LLC | 53,569 | $7,316 | 12/31/2023 | VTWV | 53,569 | $7,316 | 12/31/2023 | UBS Group AG | 42,026 | $5,740 | 12/31/2023 | VTWV | 42,026 | $5,740 | 12/31/2023 | Goldman Sachs Group Inc. | 38,956 | $5,321 | 12/31/2023 | VTWV | 38,956 | $5,321 | 12/31/2023 | Adviser Investments LLC | 38,037 | $5,318 | 03/31/2024 | VTWV | 38,037 | $5,318 | 03/31/2024 | Red Cedar Investment Management LLC | 37,624 | $5,261 | 03/31/2024 | VTWV | 37,624 | $5,261 | 03/31/2024 | Kestra Advisory Services LLC | 35,584 | $4,860 | 12/31/2023 | VTWV | 35,584 | $4,860 | 12/31/2023 | Wells Fargo & Company MN | 34,066 | $4,653 | 12/31/2023 | VTWV | 34,066 | $4,653 | 12/31/2023 | Susquehanna International Group LLP | 33,759 | $4,611 | 12/31/2023 | VTWV | 33,759 | $4,611 | 12/31/2023 | HighTower Advisors LLC | 27,659 | $3,777 | 12/31/2023 | VTWV | 27,659 | $3,777 | 12/31/2023 | Franklin Resources Inc. | 25,283 | $3,453 | 12/31/2023 | VTWV | 25,283 | $3,453 | 12/31/2023 | Jmac Enterprises LLC | 22,770 | $3,184 | 03/31/2024 | VTWV | 22,770 | $3,184 | 03/31/2024 | Bartlett & Co. LLC | 22,205 | $3,088 | 12/31/2023 | VTWV | 22,205 | $3,088 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 22,205 | $3,082 | 12/31/2023 | VTWV | 22,205 | $3,082 | 12/31/2023 | Carolinas Wealth Consulting LLC | 21,717 | $2,966 | 12/31/2023 | VTWV | 21,717 | $2,966 | 12/31/2023 | Silvercrest Asset Management Group LLC | 21,699 | $2,964 | 12/31/2023 | VTWV | 21,699 | $2,964 | 12/31/2023 | Cetera Advisor Networks LLC | 19,354 | $2,643 | 12/31/2023 | VTWV | 19,354 | $2,643 | 12/31/2023 | Royal Bank of Canada | 18,406 | $2,514 | 12/31/2023 | VTWV | 18,406 | $2,514 | 12/31/2023 | Rodgers & Associates LTD | 17,846 | $2,437 | 12/31/2023 | VTWV | 17,846 | $2,437 | 12/31/2023 | CIBC World Markets Inc. | 17,281 | $2,360 | 12/31/2023 | VTWV | 17,281 | $2,360 | 12/31/2023 | Phoenix Wealth Advisors | 15,998 | $2,237 | 03/31/2024 | VTWV | 15,998 | $2,237 | 03/31/2024 | Raymond James & Associates | 15,514 | $2,169 | 03/31/2024 | VTWV | 15,514 | $2,169 | 03/31/2024 | Berkshire Asset Management LLC PA | 14,759 | $2,016 | 12/31/2023 | VTWV | 14,759 | $2,016 | 12/31/2023 | AdvisorNet Financial Inc | 14,359 | $2,008 | 03/31/2024 | VTWV | 14,359 | $2,008 | 03/31/2024 | Wealth Dimensions Group Ltd. | 14,497 | $1,980 | 12/31/2023 | VTWV | 14,497 | $1,980 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 14,145 | $1,932 | 12/31/2023 | VTWV | 14,145 | $1,932 | 12/31/2023 | Baird Financial Group Inc. | 13,910 | $1,900 | 12/31/2023 | VTWV | 13,910 | $1,900 | 12/31/2023 | Commonwealth Equity Services LLC | 13,347 | $1,866 | 03/31/2024 | VTWV | 13,347 | $1,866 | 03/31/2024 | Envestnet Asset Management Inc. | 13,029 | $1,779 | 12/31/2023 | VTWV | 13,029 | $1,779 | 12/31/2023 | Stifel Financial Corp | 12,205 | $1,667 | 12/31/2023 | VTWV | 12,205 | $1,667 | 12/31/2023 | Fifth Third Securities Inc. | 11,395 | $1,593 | 03/31/2024 | VTWV | 11,395 | $1,593 | 03/31/2024 | Centered Wealth LLC dba Miller Equity Capital Advisors | 11,250 | $1,537 | 12/31/2023 | VTWV | 11,250 | $1,537 | 12/31/2023 | Institute for Wealth Management LLC. | 10,956 | $1,532 | 03/31/2024 | VTWV | 10,956 | $1,532 | 03/31/2024 | LBJ Family Wealth Advisors Ltd. | 10,721 | $1,499 | 03/31/2024 | VTWV | 10,721 | $1,499 | 03/31/2024 | Commerce Bank | 10,360 | $1,415 | 12/31/2023 | VTWV | 10,360 | $1,415 | 12/31/2023 | Private Advisor Group LLC | 9,679 | $1,353 | 03/31/2024 | VTWV | 9,679 | $1,353 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 8,973 | $1,255 | 03/31/2024 | VTWV | 8,973 | $1,255 | 03/31/2024 | IVC Wealth Advisors LLC | 8,713 | $1,218 | 03/31/2024 | VTWV | 8,713 | $1,218 | 03/31/2024 | Plancorp LLC | 8,448 | $1,154 | 12/31/2023 | VTWV | 8,448 | $1,154 | 12/31/2023 | Two Sigma Investments LP | 8,100 | $1,106 | 12/31/2023 | VTWV | 8,100 | $1,106 | 12/31/2023 | Parkside Financial Bank & Trust | 7,664 | $1,072 | 03/31/2024 | VTWV | 7,664 | $1,072 | 03/31/2024 | Monticello Wealth Management LLC | 7,501 | $1,049 | 03/31/2024 | VTWV | 7,501 | $1,049 | 03/31/2024 | Tobias Financial Advisors Inc. | 7,661 | $1,046 | 12/31/2023 | VTWV | 7,661 | $1,046 | 12/31/2023 | First Citizens Asset Management Inc. | 7,657 | $1,046 | 12/31/2023 | VTWV | 7,657 | $1,046 | 12/31/2023 | CI Private Wealth LLC | 7,430 | $1,015 | 12/31/2023 | VTWV | 7,430 | $1,015 | 12/31/2023 | Operose Advisors LLC | 7,418 | $1,013 | 12/31/2023 | VTWV | 7,418 | $1,013 | 12/31/2023 | Miracle Mile Advisors LLC | 7,195 | $1,006 | 03/31/2024 | VTWV | 7,195 | $1,006 | 03/31/2024 | Topel & Distasi Wealth Management LLC | 7,164 | $978 | 12/31/2023 | VTWV | 7,164 | $978 | 12/31/2023 | Advisor Group Holdings Inc. | 6,685 | $914 | 12/31/2023 | VTWV | 6,685 | $914 | 12/31/2023 | Boston Private Wealth LLC | 6,684 | $913 | 12/31/2023 | VTWV | 6,684 | $913 | 12/31/2023 | FourThought Financial Partners LLC | 6,427 | $878 | 12/31/2023 | VTWV | 6,427 | $878 | 12/31/2023 | Roundview Capital LLC | 6,179 | $844 | 12/31/2023 | VTWV | 6,179 | $844 | 12/31/2023 | Eqis Capital Management Inc. | 6,177 | $844 | 12/31/2023 | VTWV | 6,177 | $844 | 12/31/2023 | Bremer Bank National Association | 5,605 | $784 | 03/31/2024 | VTWV | 5,605 | $784 | 03/31/2024 | Atria Wealth Solutions Inc. | 5,463 | $746 | 12/31/2023 | VTWV | 5,463 | $746 | 12/31/2023 | Janney Montgomery Scott LLC | 5,178 | $707 | 12/31/2023 | VTWV | 5,178 | $707 | 12/31/2023 | Allegheny Financial Group LTD | 5,107 | $698 | 12/31/2023 | VTWV | 5,107 | $698 | 12/31/2023 | McLean Asset Management Corp | 4,905 | $676 | 03/31/2024 | VTWV | 4,905 | $676 | 03/31/2024 | Kiely Wealth Advisory Group Inc. | 4,626 | $617 | 12/31/2023 | VTWV | 4,626 | $617 | 12/31/2023 | Truist Financial Corp | 4,438 | $606 | 12/31/2023 | VTWV | 4,438 | $606 | 12/31/2023 | Oppenheimer & Co. Inc. | 4,328 | $591 | 12/31/2023 | VTWV | 4,328 | $591 | 12/31/2023 | Bank of Montreal Can | 4,115 | $571 | 12/31/2023 | VTWV | 4,115 | $571 | 12/31/2023 | Advisory Services Network LLC | 4,137 | $565 | 12/31/2023 | VTWV | 4,137 | $565 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 3,980 | $557 | 03/31/2024 | VTWV | 3,980 | $557 | 03/31/2024 | Vawter Financial Ltd. | 3,945 | $539 | 12/31/2023 | VTWV | 3,945 | $539 | 12/31/2023 | Fiduciary Trust Co. | 3,610 | $493 | 12/31/2023 | VTWV | 3,610 | $493 | 12/31/2023 | Neuberger Berman Group LLC | 3,496 | $477 | 12/31/2023 | VTWV | 3,496 | $477 | 12/31/2023 | Mariner LLC | 3,422 | $467 | 12/31/2023 | VTWV | 3,422 | $467 | 12/31/2023 | HC Advisors LLC | 3,417 | $467 | 12/31/2023 | VTWV | 3,417 | $467 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 3,149 | $440 | 03/31/2024 | VTWV | 3,149 | $440 | 03/31/2024 | MML Investors Services LLC | 3,135 | $428 | 12/31/2023 | VTWV | 3,135 | $428 | 12/31/2023 | GWM Advisors LLC | 3,174 | $420 | 12/31/2023 | VTWV | 3,174 | $420 | 12/31/2023 | Lido Advisors LLC | 3,073 | $420 | 12/31/2023 | VTWV | 3,073 | $420 | 12/31/2023 | Stordahl Capital Management Inc. | 2,936 | $411 | 03/31/2024 | VTWV | 2,936 | $411 | 03/31/2024 | Kestra Private Wealth Services LLC | 3,000 | $410 | 12/31/2023 | VTWV | 3,000 | $410 | 12/31/2023 | Wealthcare Advisory Partners LLC | 2,900 | $406 | 03/31/2024 | VTWV | 2,900 | $406 | 03/31/2024 | Vance Wealth Inc. | 2,812 | $393 | 03/31/2024 | VTWV | 2,812 | $393 | 03/31/2024 | Bailard Inc. | 2,714 | $371 | 12/31/2023 | VTWV | 2,714 | $371 | 12/31/2023 | Financial Advisory Service Inc. | 2,556 | $357 | 03/31/2024 | VTWV | 2,556 | $357 | 03/31/2024 | Beacon Pointe Advisors LLC | 2,587 | $353 | 12/31/2023 | VTWV | 2,587 | $353 | 12/31/2023 | RMB Capital Management LLC | 2,528 | $345 | 12/31/2023 | VTWV | 2,528 | $345 | 12/31/2023 | Cornerstone Wealth Management LLC | 2,427 | $339 | 03/31/2024 | VTWV | 2,427 | $339 | 03/31/2024 | Moneta Group Investment Advisors LLC | 2,425 | $331 | 12/31/2023 | VTWV | 2,425 | $331 | 12/31/2023 | Comerica Bank | 2,386 | $326 | 12/31/2023 | VTWV | 2,386 | $326 | 12/31/2023 | Prudential Financial Inc. | 2,272 | $310 | 12/31/2023 | VTWV | 2,272 | $310 | 12/31/2023 | Avantax Advisory Services Inc. | 2,191 | $299 | 12/31/2023 | VTWV | 2,191 | $299 | 12/31/2023 | Portland Global Advisors LLC | 2,100 | $287 | 12/31/2023 | VTWV | 2,100 | $287 | 12/31/2023 | Sequoia Financial Advisors LLC | 1,786 | $250 | 03/31/2024 | VTWV | 1,786 | $250 | 03/31/2024 | Perigon Wealth Management LLC | 1,783 | $249 | 03/31/2024 | VTWV | 1,783 | $249 | 03/31/2024 | Bank of New York Mellon Corp | 1,700 | $238 | 03/31/2024 | VTWV | 1,700 | $238 | 03/31/2024 | First Western Trust Bank | 1,738 | $237 | 12/31/2023 | VTWV | 1,738 | $237 | 12/31/2023 | Indiana Trust & Investment Management CO | 1,670 | $233 | 03/31/2024 | VTWV | 1,670 | $233 | 03/31/2024 | First Citizens Bank & Trust Co. | 1,588 | $222 | 03/31/2024 | VTWV | 1,588 | $222 | 03/31/2024 | TRUE Private Wealth Advisors | 1,575 | $220 | 03/31/2024 | VTWV | 1,575 | $220 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 1,599 | $218 | 12/31/2023 | VTWV | 1,599 | $218 | 12/31/2023 | Granger Management LLC | 1,570 | $214 | 12/31/2023 | VTWV | 1,570 | $214 | 12/31/2023 | Strategies Wealth Advisors LLC | 1,505 | $210 | 03/31/2024 | VTWV | 1,505 | $210 | 03/31/2024 | ORG Partners LLC | 1,106 | $151 | 12/31/2023 | VTWV | 1,106 | $151 | 12/31/2023 | Archer Investment Corp | 1,019 | $139 | 12/31/2023 | VTWV | 1,019 | $139 | 12/31/2023 | Creative Financial Designs Inc. ADV | 825 | $115 | 03/31/2024 | VTWV | 825 | $115 | 03/31/2024 | Allworth Financial LP | 765 | $107 | 03/31/2024 | VTWV | 765 | $107 | 03/31/2024 | National Bank of Canada FI | 715 | $97 | 12/31/2023 | VTWV | 715 | $97 | 12/31/2023 | First Manhattan Co. | 700 | $96 | 12/31/2023 | VTWV | 700 | $96 | 12/31/2023 | Baystate Wealth Management LLC | 558 | $76 | 12/31/2023 | VTWV | 558 | $76 | 12/31/2023 | Harbour Investments Inc. | 484 | $66 | 12/31/2023 | VTWV | 484 | $66 | 12/31/2023 | Global Retirement Partners LLC | 359 | $50 | 03/31/2024 | VTWV | 359 | $50 | 03/31/2024 | Gleason Group Inc. | 288 | $40 | 03/31/2024 | VTWV | 288 | $40 | 03/31/2024 | Glenmede Trust Co. NA | 238 | $33 | 12/31/2023 | VTWV | 238 | $33 | 12/31/2023 | McIlrath & Eck LLC | 196 | $27 | 12/31/2023 | VTWV | 196 | $27 | 12/31/2023 | Asset Dedication LLC | 174 | $24 | 03/31/2024 | VTWV | 174 | $24 | 03/31/2024 | Bear Mountain Capital Inc. | 188 | $24 | 03/31/2024 | VTWV | 188 | $24 | 03/31/2024 | FMR LLC | 112 | $15 | 12/31/2023 | VTWV | 112 | $15 | 12/31/2023 | AlphaCore Capital LLC | 111 | $15 | 12/31/2023 | VTWV | 111 | $15 | 12/31/2023 | Aptus Capital Advisors LLC | 100 | $14 | 12/31/2023 | VTWV | 100 | $14 | 12/31/2023 | MCF Advisors LLC | 89 | $12 | 03/31/2024 | VTWV | 89 | $12 | 03/31/2024 | Sandy Spring Bank | 78 | $11 | 12/31/2023 | VTWV | 78 | $11 | 12/31/2023 | Eukles Asset Management | 78 | $11 | 12/31/2023 | VTWV | 78 | $11 | 12/31/2023 | Robinson Capital Management LLC | 50 | $7 | 12/31/2023 | VTWV | 50 | $7 | 12/31/2023 | Salomon & Ludwin LLC | 51 | $7 | 12/31/2023 | VTWV | 51 | $7 | 12/31/2023 | Ronald Blue Trust Inc. | 49 | $7 | 12/31/2023 | VTWV | 49 | $7 | 12/31/2023 | The PNC Financial Services Group Inc. | 47 | $6 | 12/31/2023 | VTWV | 47 | $6 | 12/31/2023 | NBC Securities Inc. | 35 | $5 | 03/31/2024 | VTWV | 35 | $5 | 03/31/2024 | Geneos Wealth Management Inc. | 20 | $3 | 12/31/2023 | VTWV | 20 | $3 | 12/31/2023 | WASHINGTON TRUST Co | 13 | $2 | 03/31/2024 | VTWV | 13 | $2 | 03/31/2024 | Steward Partners Investment Advisory LLC | 13 | $2 | 12/31/2023 | VTWV | 13 | $2 | 12/31/2023 | Qube Research & Technologies Ltd | 15 | $2 | 12/31/2023 | VTWV | 15 | $2 | 12/31/2023 | Proequities Inc. | 0 | $0 | 03/31/2024 | VTWV | 0 | $0 | 03/31/2024 | Evermay Wealth Management LLC | 1 | $0 | 12/31/2023 | VTWV | 1 | $0 | 12/31/2023 | FinTrust Capital Advisors LLC | 5 | $0 | 12/31/2023 | VTWV | 5 | $0 | 12/31/2023 | Financial Gravity Asset Management Inc. | 3 | $0 | 12/31/2023 | VTWV | 3 | $0 | 12/31/2023 |
See Summary: Institutional Holders of VTWV
See Details: Top 10 Hedge Funds Holding VTWV
Also See: VTWV Holdings Changes
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