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Funds Holding VVR

On this page, we present all of the funds holding VVR from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VVR, with a link to that fund's top holdings. The next columns indicate the amount of VVR stock held by each of the funds holding VVR, followed by the VVR position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 143 funds holding VVR within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding VVR), click the fund name in the "Holder" column of the funds-holding-VVR table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley10,591,753$43,426 12/31/2023
     VVR10,591,753$43,426 12/31/2023
Oak Hill Advisors LP4,016,861$16,469 12/31/2023
     VVR4,016,861$16,469 12/31/2023
Bank of America Corp DE3,756,741$15,403 12/31/2023
     VVR3,756,741$15,403 12/31/2023
Penserra Capital Management LLC3,290,003$13,489 12/31/2023
     VVR3,290,003$13,489 12/31/2023
Wells Fargo & Company MN1,994,320$8,177 12/31/2023
     VVR1,994,320$8,177 12/31/2023
LPL Financial LLC1,778,705$7,293 12/31/2023
     VVR1,778,705$7,293 12/31/2023
Invesco Ltd.1,730,673$7,096 12/31/2023
     VVR1,730,673$7,096 12/31/2023
Advisors Asset Management Inc.1,670,322$6,848 12/31/2023
     VVR1,670,322$6,848 12/31/2023
Ameriprise Financial Inc.1,482,836$6,081 12/31/2023
     VVR1,482,836$6,081 12/31/2023
Amundi1,354,239$5,552 12/31/2023
     VVR1,354,239$5,552 12/31/2023
Cohen & Steers Inc.1,292,294$5,298 12/31/2023
     VVR1,292,294$5,298 12/31/2023
UBS Group AG1,242,450$5,094 12/31/2023
     VVR1,242,450$5,094 12/31/2023
Solutions 4 Wealth Ltd1,164,017$4,772 12/31/2023
     VVR1,164,017$4,772 12/31/2023
Advisors Management Group Inc. ADV1,006,290$4,307 03/31/2024
     VVR1,006,290$4,307 03/31/2024
Significant Wealth Partners LLC1,003,557$4,115 12/31/2023
     VVR1,003,557$4,115 12/31/2023
Goldman Sachs Group Inc.672,726$2,758 12/31/2023
     VVR672,726$2,758 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC608,008$2,602 03/31/2024
     VVR608,008$2,602 03/31/2024
Hennion & Walsh Asset Management Inc.509,453$2,180 03/31/2024
     VVR509,453$2,180 03/31/2024
Westchester Capital Management LLC521,630$2,139 12/31/2023
     VVR521,630$2,139 12/31/2023
Guggenheim Capital LLC512,044$2,099 12/31/2023
     VVR512,044$2,099 12/31/2023
Stifel Financial Corp511,584$2,098 12/31/2023
     VVR511,584$2,098 12/31/2023
Envestnet Asset Management Inc.462,365$1,896 12/31/2023
     VVR462,365$1,896 12/31/2023
Mirador Capital Partners LP403,025$1,725 03/31/2024
     VVR403,025$1,725 03/31/2024
Park Avenue Securities LLC345,831$1,480 03/31/2024
     VVR345,831$1,480 03/31/2024
Manchester Financial Inc.284,342$1,217 03/31/2024
     VVR284,342$1,217 03/31/2024
Janney Montgomery Scott LLC261,767$1,073 12/31/2023
     VVR261,767$1,073 12/31/2023
Raymond James & Associates221,288$947 03/31/2024
     VVR221,288$947 03/31/2024
Clough Capital Partners L P224,700$921 12/31/2023
     VVR224,700$921 12/31/2023
Royal Bank of Canada213,047$873 12/31/2023
     VVR213,047$873 12/31/2023
Kestra Private Wealth Services LLC208,172$854 12/31/2023
     VVR208,172$854 12/31/2023
Cardiff Park Advisors LLC175,000$718 12/31/2023
     VVR175,000$718 12/31/2023
TD Waterhouse Canada Inc.160,500$703 12/31/2023
     VVR160,500$703 12/31/2023
Camelot Portfolios LLC144,718$593 12/31/2023
     VVR144,718$593 12/31/2023
Modera Wealth Management LLC139,356$571 12/31/2023
     VVR139,356$571 12/31/2023
JPMorgan Chase & Co.136,048$558 12/31/2023
     VVR136,048$558 12/31/2023
Virtus ETF Advisers LLC123,101$505 12/31/2023
     VVR123,101$505 12/31/2023
Claro Advisors LLC117,549$503 03/31/2024
     VVR117,549$503 03/31/2024
Creative Planning121,211$497 12/31/2023
     VVR121,211$497 12/31/2023
Gridiron Partners LLC115,200$472 12/31/2023
     VVR115,200$472 12/31/2023
Truist Financial Corp107,749$442 12/31/2023
     VVR107,749$442 12/31/2023
Cullen Frost Bankers Inc.106,285$436 12/31/2023
     VVR106,285$436 12/31/2023
Capital Investment Advisors LLC100,993$432 03/31/2024
     VVR100,993$432 03/31/2024
Quarry LP102,800$421 12/31/2023
     VVR102,800$421 12/31/2023
Cutter & CO Brokerage Inc.95,746$393 12/31/2023
     VVR95,746$393 12/31/2023
Advisor Group Holdings Inc.94,959$389 12/31/2023
     VVR94,959$389 12/31/2023
Meridian Investment Counsel Inc.88,766$364 12/31/2023
     VVR88,766$364 12/31/2023
Atria Wealth Solutions Inc.87,659$359 12/31/2023
     VVR87,659$359 12/31/2023
Spire Wealth Management81,768$350 03/31/2024
     VVR81,768$350 03/31/2024
Bank OZK84,892$348 12/31/2023
     VVR84,892$348 12/31/2023
GWM Advisors LLC83,769$341 12/31/2023
     VVR83,769$341 12/31/2023
Kovack Advisors Inc.72,590$311 03/31/2024
     VVR72,590$311 03/31/2024
National Asset Management Inc.75,785$311 12/31/2023
     VVR75,785$311 12/31/2023
Centurion Wealth Management LLC71,836$295 12/31/2023
     VVR71,836$295 12/31/2023
PFG Investments LLC67,029$287 03/31/2024
     VVR67,029$287 03/31/2024
Garner Asset Management Corp69,282$284 12/31/2023
     VVR69,282$284 12/31/2023
Wagner Wealth Management LLC64,674$277 03/31/2024
     VVR64,674$277 03/31/2024
HighTower Advisors LLC63,215$261 12/31/2023
     VVR63,215$261 12/31/2023
Melfa Wealth Management LLC59,432$254 03/31/2024
     VVR59,432$254 03/31/2024
Cetera Advisor Networks LLC60,145$247 12/31/2023
     VVR60,145$247 12/31/2023
Commonwealth Equity Services LLC60,087$246 12/31/2023
     VVR60,087$246 12/31/2023
Integrated Capital Management Inc.54,751$234 03/31/2024
     VVR54,751$234 03/31/2024
SeaCrest Wealth Management LLC53,002$227 03/31/2024
     VVR53,002$227 03/31/2024
Concurrent Investment Advisors LLC54,730$224 12/31/2023
     VVR54,730$224 12/31/2023
Envestnet Portfolio Solutions Inc.50,656$208 12/31/2023
     VVR50,656$208 12/31/2023
Aristides Capital LLC46,058$189 12/31/2023
     VVR46,058$189 12/31/2023
Private Advisor Group LLC45,936$188 12/31/2023
     VVR45,936$188 12/31/2023
Fortitude Advisory Group L.L.C.45,442$186 12/31/2023
     VVR45,442$186 12/31/2023
Qube Research & Technologies Ltd42,285$173 12/31/2023
     VVR42,285$173 12/31/2023
Cambridge Investment Research Advisors Inc.38,139$163 03/31/2024
     VVR38,139$163 03/31/2024
Comerica Bank39,835$163 12/31/2023
     VVR39,835$163 12/31/2023
InterOcean Capital Group LLC39,000$160 12/31/2023
     VVR39,000$160 12/31/2023
Sequoia Financial Advisors LLC38,208$157 12/31/2023
     VVR38,208$157 12/31/2023
Verity Asset Management Inc.36,352$149 12/31/2023
     VVR36,352$149 12/31/2023
WealthTrust Axiom LLC35,889$147 12/31/2023
     VVR35,889$147 12/31/2023
Clear Creek Financial Management LLC33,525$143 03/31/2024
     VVR33,525$143 03/31/2024
Prospera Financial Services Inc34,000$139 12/31/2023
     VVR34,000$139 12/31/2023
Mariner LLC32,680$134 12/31/2023
     VVR32,680$134 12/31/2023
Consolidated Portfolio Review Corp32,606$134 12/31/2023
     VVR32,606$134 12/31/2023
Asset Allocation & Management Company LLC30,000$128 03/31/2024
     VVR30,000$128 03/31/2024
Cetera Investment Advisers31,314$128 12/31/2023
     VVR31,314$128 12/31/2023
Shufro Rose & Co. LLC31,000$122 12/31/2023
     VVR31,000$122 12/31/2023
US Bancorp DE25,714$105 12/31/2023
     VVR25,714$105 12/31/2023
Captrust Financial Advisors25,186$103 12/31/2023
     VVR25,186$103 12/31/2023
CoreCap Advisors LLC24,500$100 12/31/2023
     VVR24,500$100 12/31/2023
Jane Street Group LLC23,460$96 12/31/2023
     VVR23,460$96 12/31/2023
Salomon & Ludwin LLC24,330$95 12/31/2023
     VVR24,330$95 12/31/2023
Axxcess Wealth Management LLC23,115$95 12/31/2023
     VVR23,115$95 12/31/2023
Wealth Effects LLC21,705$93 03/31/2024
     VVR21,705$93 03/31/2024
Nations Financial Group Inc. IA ADV20,949$90 03/31/2024
     VVR20,949$90 03/31/2024
Lincoln National Corp21,987$90 12/31/2023
     VVR21,987$90 12/31/2023
Astoria Portfolio Advisors LLC.21,111$88 03/31/2024
     VVR21,111$88 03/31/2024
Perennial Investment Advisors LLC21,470$88 12/31/2023
     VVR21,470$88 12/31/2023
Raymond James Trust N.A.19,328$83 03/31/2024
     VVR19,328$83 03/31/2024
Townsquare Capital LLC19,543$80 12/31/2023
     VVR19,543$80 12/31/2023
Wetherby Asset Management Inc.19,094$78 12/31/2023
     VVR19,094$78 12/31/2023
Cetera Advisors LLC18,700$77 12/31/2023
     VVR18,700$77 12/31/2023
Stephens Inc. AR18,553$76 12/31/2023
     VVR18,553$76 12/31/2023
Charles Schwab Investment Advisory Inc.18,052$74 12/31/2023
     VVR18,052$74 12/31/2023
Raymond James Financial Services Advisors Inc.17,108$73 03/31/2024
     VVR17,108$73 03/31/2024
Oak Harvest Investment Services17,000$73 03/31/2024
     VVR17,000$73 03/31/2024
180 Wealth Advisors LLC16,500$71 03/31/2024
     VVR16,500$71 03/31/2024
MML Investors Services LLC17,220$71 12/31/2023
     VVR17,220$71 12/31/2023
AE Wealth Management LLC16,862$69 12/31/2023
     VVR16,862$69 12/31/2023
Atomi Financial Group Inc.16,425$67 12/31/2023
     VVR16,425$67 12/31/2023
Fernwood Investment Management LLC15,400$63 12/31/2023
     VVR15,400$63 12/31/2023
DAVENPORT & Co LLC15,200$62 12/31/2023
     VVR15,200$62 12/31/2023
Csenge Advisory Group15,162$62 12/31/2023
     VVR15,162$62 12/31/2023
Lantz Financial LLC12,878$55 03/31/2024
     VVR12,878$55 03/31/2024
Principal Securities Inc.13,014$53 12/31/2023
     VVR13,014$53 12/31/2023
Nomura Holdings Inc.12,500$51 12/31/2023
     VVR12,500$51 12/31/2023
MGB Wealth Management LLC12,000$49 12/31/2023
     VVR12,000$49 12/31/2023
Harbour Investments Inc.11,475$47 12/31/2023
     VVR11,475$47 12/31/2023
Avantax Advisory Services Inc.11,219$46 12/31/2023
     VVR11,219$46 12/31/2023
Equitable Holdings Inc.11,169$46 12/31/2023
     VVR11,169$46 12/31/2023
New England Professional Planning Group Inc.10,539$45 03/31/2024
     VVR10,539$45 03/31/2024
Smith Anglin Financial LLC10,547$45 03/31/2024
     VVR10,547$45 03/31/2024
Capital Investment Advisory Services LLC10,400$45 03/31/2024
     VVR10,400$45 03/31/2024
Wedbush Securities Inc.10,893$45 12/31/2023
     VVR10,893$45 12/31/2023
Virtu Financial LLC10,912$45 12/31/2023
     VVR10,912$45 12/31/2023
Legacy Advisors LLC10,400$43 12/31/2023
     VVR10,400$43 12/31/2023
Balboa Wealth Partners10,500$43 12/31/2023
     VVR10,500$43 12/31/2023
United Capital Financial Advisers LLC10,225$42 12/31/2023
     VVR10,225$42 12/31/2023
Horizon Kinetics Asset Management LLC10,000$41 12/31/2023
     VVR10,000$41 12/31/2023
Signaturefd LLC6,354$26 12/31/2023
     VVR6,354$26 12/31/2023
Advisory Services Network LLC5,000$20 12/31/2023
     VVR5,000$20 12/31/2023
Private Trust Co. NA4,000$17 03/31/2024
     VVR4,000$17 03/31/2024
Future Financial Wealth Managment LLC4,000$17 03/31/2024
     VVR4,000$17 03/31/2024
Whittier Trust Co.3,328$14 12/31/2023
     VVR3,328$14 12/31/2023
Glass Jacobson Investment Advisors llc3,100$13 03/31/2024
     VVR3,100$13 03/31/2024
Beaird Harris Wealth Management LLC3,200$13 12/31/2023
     VVR3,200$13 12/31/2023
CWM LLC2,516$11 03/31/2024
     VVR2,516$11 03/31/2024
Northwestern Mutual Wealth Management Co.2,766$11 12/31/2023
     VVR2,766$11 12/31/2023
EverSource Wealth Advisors LLC2,500$10 12/31/2023
     VVR2,500$10 12/31/2023
FinTrust Capital Advisors LLC1,915$8 12/31/2023
     VVR1,915$8 12/31/2023
Allworth Financial LP1,400$6 03/31/2024
     VVR1,400$6 03/31/2024
Steward Partners Investment Advisory LLC1,150$5 12/31/2023
     VVR1,150$5 12/31/2023
Baystate Wealth Management LLC1,021$4 12/31/2023
     VVR1,021$4 12/31/2023
Global Wealth Management Investment Advisory Inc.1,000$4 12/31/2023
     VVR1,000$4 12/31/2023
Key Financial Inc600$2 12/31/2023
     VVR600$2 12/31/2023
Rockbridge Investment Management LCC517$2 12/31/2023
     VVR517$2 12/31/2023
Strategic Investment Solutions Inc. IL356$1 12/31/2023
     VVR356$1 12/31/2023
Huntington National Bank1$0 12/31/2023
     VVR1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     VVR0$0 12/31/2023
Tower Research Capital LLC TRC 7$0 12/31/2023
     VVR7$0 12/31/2023

See Summary: Institutional Holders of VVR
See Details: Top 10 Hedge Funds Holding VVR
Also See: VVR Insider Buying
Also See: VVR Holdings Changes

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