 |
|
|
This page summarizes the VCIT 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 VCIT 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 VCIT Share Count |
|---|
| GDS Wealth Management |
5,085 |
171,961 |
+166,876 |
+3281.73% |
| Salem Investment Counselors Inc. |
58 |
792 |
+734 |
+1265.52% |
| Asset Dedication LLC |
26 |
143 |
+117 |
+450.00% |
| Prospect Financial Services LLC |
4,769 |
22,391 |
+17,622 |
+369.51% |
| Foster Group Inc. |
8,347 |
26,487 |
+18,140 |
+217.32% |
| Founders Financial Securities LLC |
9,053 |
27,211 |
+18,158 |
+200.57% |
| Executive Wealth Group LLC |
40,955 |
122,947 |
+81,992 |
+200.20% |
| Sage Mountain Advisors LLC |
1,333 |
3,179 |
+1,846 |
+138.48% |
| Brown Advisory Inc. |
7,276 |
16,588 |
+9,312 |
+127.98% |
| Greenspring Advisors LLC |
2,674 |
5,440 |
+2,766 |
+103.44% |
| Modus Advisors LLC |
7,876 |
15,662 |
+7,786 |
+98.86% |
| Summit Financial LLC |
26,405 |
49,525 |
+23,120 |
+87.56% |
| Sawyer & Company Inc |
2,298 |
4,140 |
+1,842 |
+80.16% |
| Signal Advisors Wealth LLC |
4,040 |
7,164 |
+3,124 |
+77.33% |
| PFG Investments LLC |
22,360 |
38,755 |
+16,395 |
+73.32% |
| Financial Management Network Inc. |
53,674 |
90,328 |
+36,654 |
+68.29% |
| FC Advisory LLC |
8,633 |
14,439 |
+5,806 |
+67.25% |
| Fifth Third Bancorp |
2,513 |
4,164 |
+1,651 |
+65.70% |
| Leavell Investment Management Inc. |
4,140 |
6,695 |
+2,555 |
+61.71% |
| Revisor Wealth Management LLC |
44,657 |
69,933 |
+25,276 |
+56.60% |
| CWM LLC |
7,988 |
12,278 |
+4,290 |
+53.71% |
| Indiana Trust & Investment Management CO |
234 |
359 |
+125 |
+53.42% |
| AdvisorNet Financial Inc |
516 |
765 |
+249 |
+48.26% |
| CRA Financial Services LLC |
19,948 |
29,493 |
+9,545 |
+47.85% |
| Cambridge Investment Research Advisors Inc. |
210,457 |
303,652 |
+93,195 |
+44.28% |
| Monument Capital Management |
41,603 |
59,472 |
+17,869 |
+42.95% |
| Morton Brown Family Wealth LLC |
43,493 |
62,039 |
+18,546 |
+42.64% |
| Hexagon Capital Partners LLC |
16,289 |
22,888 |
+6,599 |
+40.51% |
| Mustard Seed Financial LLC |
2,675 |
3,672 |
+997 |
+37.27% |
| Banque Cantonale Vaudoise |
1,480 |
2,000 |
+520 |
+35.14% |
| Cypress Financial Planning LLC |
292,955 |
387,773 |
+94,818 |
+32.37% |
| Kathleen S. Wright Associates Inc. |
13 |
17 |
+4 |
+30.77% |
| Walkner Condon Financial Advisors LLC |
5,922 |
7,734 |
+1,812 |
+30.60% |
| Manning & Napier Group LLC |
65,286 |
84,500 |
+19,214 |
+29.43% |
| Global Retirement Partners LLC |
109,485 |
141,414 |
+31,929 |
+29.16% |
| Rosenberg Matthew Hamilton |
133,955 |
170,748 |
+36,793 |
+27.47% |
| Arvest Investments Inc. |
38,201 |
48,364 |
+10,163 |
+26.60% |
| Aspire Private Capital LLC |
125 |
156 |
+31 |
+24.80% |
| Valeo Financial Advisors LLC |
14,268 |
17,782 |
+3,514 |
+24.63% |
| High Net Worth Advisory Group LLC |
6,746 |
8,326 |
+1,580 |
+23.42% |
| FirstPurpose Wealth LLC |
6,218 |
7,646 |
+1,428 |
+22.97% |
| Berger Financial Group Inc |
4,540 |
5,559 |
+1,019 |
+22.44% |
| Marion Wealth Management |
274,464 |
335,918 |
+61,454 |
+22.39% |
| Vaughan Nelson Investment Management L.P. |
4,445 |
5,435 |
+990 |
+22.27% |
| Total Clarity Wealth Management Inc. |
3,888 |
4,738 |
+850 |
+21.86% |
| Stablepoint Partners LLC |
3,458 |
4,213 |
+755 |
+21.83% |
| Whitaker Myers Wealth Managers LTD. |
3,086 |
3,754 |
+668 |
+21.65% |
| Fermata Advisors LLC |
117,109 |
141,540 |
+24,431 |
+20.86% |
| Patten Group Inc. |
10,348 |
12,502 |
+2,154 |
+20.82% |
| Raymond James Trust N.A. |
116,137 |
140,155 |
+24,018 |
+20.68% |
| Liberty Capital Management Inc. |
5,846 |
7,007 |
+1,161 |
+19.86% |
| OneAscent Financial Services LLC |
31,329 |
37,515 |
+6,186 |
+19.75% |
| Evanson Asset Management LLC |
2,496 |
2,986 |
+490 |
+19.63% |
| Drive Wealth Management LLC |
29,325 |
34,961 |
+5,636 |
+19.22% |
| Main Street Financial Solutions LLC |
3,771 |
4,494 |
+723 |
+19.17% |
| Sugarloaf Wealth Management LLC |
1,489 |
1,774 |
+285 |
+19.14% |
| Narus Financial Partners LLC |
3,875 |
4,524 |
+649 |
+16.75% |
| Raymond James Financial Services Advisors Inc. |
1,284,561 |
1,478,768 |
+194,207 |
+15.12% |
| Perennial Advisors LLC |
33,541 |
38,414 |
+4,873 |
+14.53% |
| Smith Anglin Financial LLC |
309,356 |
352,819 |
+43,463 |
+14.05% |
| Coston McIsaac & Partners |
10,349 |
11,697 |
+1,348 |
+13.03% |
| Capital Asset Advisory Services LLC |
15,418 |
17,337 |
+1,919 |
+12.45% |
| OLD National Bancorp IN |
249,079 |
278,163 |
+29,084 |
+11.68% |
| Independence Asset Advisors LLC |
19,011 |
21,211 |
+2,200 |
+11.57% |
| Powers Advisory Group LLC |
55,856 |
62,101 |
+6,245 |
+11.18% |
| KMG Fiduciary Partners LLC |
47,751 |
52,347 |
+4,596 |
+9.62% |
| Twele Capital Management Inc. |
4,128 |
4,521 |
+393 |
+9.52% |
| Alpha Cubed Investments LLC |
157,321 |
172,008 |
+14,687 |
+9.34% |
| Hedeker Wealth LLC |
3,106 |
3,396 |
+290 |
+9.34% |
| Hanson & Doremus Investment Management |
341,028 |
372,226 |
+31,198 |
+9.15% |
| Juncture Wealth Strategies LLC |
53,685 |
58,262 |
+4,577 |
+8.53% |
| Iron Horse Wealth Management LLC |
230,168 |
249,668 |
+19,500 |
+8.47% |
| OxenFree Capital LLC |
24,134 |
26,102 |
+1,968 |
+8.15% |
| Cedar Brook Financial Partners LLC |
31,254 |
33,471 |
+2,217 |
+7.09% |
| Hurlow Wealth Management Group Inc. |
83,635 |
89,121 |
+5,486 |
+6.56% |
| Little House Capital LLC |
7,235 |
7,709 |
+474 |
+6.55% |
| Simplicity Wealth LLC |
3,353 |
3,572 |
+219 |
+6.53% |
| Grandview Asset Management LLC |
3,325 |
3,531 |
+206 |
+6.20% |
| CMH Wealth Management LLC |
96,862 |
102,757 |
+5,895 |
+6.09% |
| Park Avenue Securities LLC |
153,644 |
162,529 |
+8,885 |
+5.78% |
| Steele Capital Management Inc. |
340,277 |
359,180 |
+18,903 |
+5.56% |
| Divergent Planning LLC |
238,968 |
252,162 |
+13,194 |
+5.52% |
| Strategic Investment Advisors MI |
17,564 |
18,518 |
+954 |
+5.43% |
| First Pacific Financial |
246,058 |
259,406 |
+13,348 |
+5.42% |
| Financial Advisory Partners LLC |
323,686 |
340,281 |
+16,595 |
+5.13% |
| O ROURKE & COMPANY Inc |
54,615 |
57,224 |
+2,609 |
+4.78% |
| American Financial Advisors LLC |
257,634 |
269,625 |
+11,991 |
+4.65% |
| West Financial Advisors LLC |
111,167 |
116,276 |
+5,109 |
+4.60% |
| McNaughton Wealth Management LLC |
33,787 |
35,300 |
+1,513 |
+4.48% |
| Baker Ellis Asset Management LLC |
6,975 |
7,275 |
+300 |
+4.30% |
| Raymond James & Associates |
1,898,693 |
1,976,754 |
+78,061 |
+4.11% |
| Capstone Triton Financial Group LLC |
8,101 |
8,429 |
+328 |
+4.05% |
| CVA Family Office LLC |
16,579 |
17,249 |
+670 |
+4.04% |
| Market Street Wealth Management Advisors LLC |
156,900 |
163,210 |
+6,310 |
+4.02% |
| Bay Rivers Group |
42,592 |
44,284 |
+1,692 |
+3.97% |
| Towerpoint Wealth LLC |
224,738 |
233,568 |
+8,830 |
+3.93% |
| Garrett Investment Advisors LLC |
29,016 |
30,130 |
+1,114 |
+3.84% |
| IVC Wealth Advisors LLC |
5,858 |
6,069 |
+211 |
+3.60% |
| BetterWealth LLC |
39,412 |
40,824 |
+1,412 |
+3.58% |
| Seaside Wealth Management Inc. |
94,306 |
97,561 |
+3,255 |
+3.45% |
| International Assets Investment Management LLC |
15,016 |
15,505 |
+489 |
+3.26% |
| Round Rock Advisors LLC |
10,515 |
10,854 |
+339 |
+3.22% |
| Brookstone Capital Management |
22,350 |
23,042 |
+692 |
+3.10% |
| Fifth Third Securities Inc. |
14,921 |
15,355 |
+434 |
+2.91% |
| Curbstone Financial Management Corp |
101,034 |
103,934 |
+2,900 |
+2.87% |
| Parkside Advisors LLC |
65,562 |
67,387 |
+1,825 |
+2.78% |
| Peak Financial Management Inc. |
112,528 |
115,640 |
+3,112 |
+2.77% |
| Phillips Financial Management LLC |
203,583 |
209,026 |
+5,443 |
+2.67% |
| Rooted Wealth Advisors Inc. |
72,929 |
74,786 |
+1,857 |
+2.55% |
| Cornerstone Wealth Management LLC |
115,573 |
118,340 |
+2,767 |
+2.39% |
| Sovereign Financial Group Inc. |
4,298 |
4,400 |
+102 |
+2.37% |
| NBC Securities Inc. |
32,904 |
33,680 |
+776 |
+2.36% |
| McCarthy Grittinger Financial Group LLC |
388,290 |
397,405 |
+9,115 |
+2.35% |
| Patriot Investment Management Inc. |
642,255 |
655,771 |
+13,516 |
+2.10% |
| Capasso Planning Partners LLC |
65,219 |
66,544 |
+1,325 |
+2.03% |
| Venturi Wealth Management LLC |
239,205 |
243,969 |
+4,764 |
+1.99% |
| Annapolis Financial Services LLC |
42,202 |
43,030 |
+828 |
+1.96% |
| Seamount Financial Group Inc. |
27,351 |
27,842 |
+491 |
+1.80% |
| Newton One Investments LLC |
176,174 |
179,068 |
+2,894 |
+1.64% |
| CENTRAL TRUST Co |
82,606 |
83,948 |
+1,342 |
+1.62% |
| Tilia Fiduciary Partners Inc. |
16,134 |
16,391 |
+257 |
+1.59% |
| Massmutual Trust Co. FSB ADV |
105,081 |
106,674 |
+1,593 |
+1.52% |
| Leeward Financial Partners LLC |
20,355 |
20,633 |
+278 |
+1.37% |
| Cambridge Advisors Inc. |
105,972 |
107,413 |
+1,441 |
+1.36% |
| Morris Financial Concepts Inc. |
23,315 |
23,620 |
+305 |
+1.31% |
| Rebalance LLC |
835,052 |
845,251 |
+10,199 |
+1.22% |
| Cordant Inc. |
148,144 |
149,957 |
+1,813 |
+1.22% |
| Columbus Macro LLC |
18,432 |
18,641 |
+209 |
+1.13% |
| Bromfield Sneider Wealth Advisors |
23,347 |
23,608 |
+261 |
+1.12% |
| Principle Wealth Partners LLC |
4,734 |
4,784 |
+50 |
+1.06% |
| FSC Wealth Advisors LLC |
7,388 |
7,457 |
+69 |
+0.93% |
| Capital Investment Advisors LLC |
3,315 |
3,344 |
+29 |
+0.87% |
| Spire Wealth Management |
12,613 |
12,708 |
+95 |
+0.75% |
| Fortitude Family Office LLC |
282 |
284 |
+2 |
+0.71% |
| Bristlecone Advisors LLC |
4,476 |
4,507 |
+31 |
+0.69% |
| Ellis Investment Partners LLC |
2,599 |
2,617 |
+18 |
+0.69% |
| Voisard Asset Management Group Inc. |
300 |
302 |
+2 |
+0.67% |
| Lake Street Financial LLC |
3,979 |
4,003 |
+24 |
+0.60% |
| Fingerlakes Wealth Management Inc. |
3,829 |
3,841 |
+12 |
+0.31% |
| Conscious Wealth Investments LLC |
69,935 |
70,068 |
+133 |
+0.19% |
| Northland Capital Management LLC |
80,474 |
80,578 |
+104 |
+0.13% |
| Carmichael Hill & Associates Inc. |
1,366 |
1,367 |
+1 |
+0.07% |
| Pioneer Wealth Management Group |
91,908 |
91,976 |
+68 |
+0.07% |
| Duncker Streett & Co. Inc. |
8,393 |
8,396 |
+3 |
+0.04% |
| 180 Wealth Advisors LLC |
3,649 |
3,650 |
+1 |
+0.03% |
| 13F Filers Reporting New Positions In VCIT |
|---|
| Woodmont Investment Counsel LLC |
0 |
52 |
+52 |
+100% |
| Regions Financial Corp |
0 |
3,164 |
+3,164 |
+100% |
| Retirement Planning Group |
0 |
3,210 |
+3,210 |
+100% |
| Mather Group LLC. |
0 |
368 |
+368 |
+100% |
| BTS Asset Management Inc. |
0 |
2,208 |
+2,208 |
+100% |
| Community Financial Services Group LLC |
0 |
34,905 |
+34,905 |
+100% |
| Allen Capital Group LLC |
0 |
3,347 |
+3,347 |
+100% |
| SMI Advisory Services LLC |
0 |
143,773 |
+143,773 |
+100% |
| Trilogy Capital Inc. |
0 |
8,064 |
+8,064 |
+100% |
| Outlook Wealth Advisors LLC |
0 |
15,896 |
+15,896 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
19,229 |
+19,229 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
1,977 |
+1,977 |
+100% |
| BCS Wealth Management |
0 |
3,271 |
+3,271 |
+100% |
| Atticus Wealth Management LLC |
0 |
162 |
+162 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
295 |
+295 |
+100% |
| Octavia Wealth Advisors LLC |
0 |
3,699 |
+3,699 |
+100% |
| Opal Wealth Advisors LLC |
0 |
412 |
+412 |
+100% |
| Global Wealth Strategies & Associates |
0 |
32 |
+32 |
+100% |
| Wallace Advisory Group LLC |
0 |
2,779 |
+2,779 |
+100% |
| Hofer & Associates. Inc |
0 |
32,187 |
+32,187 |
+100% |
| Register Financial Advisors LLC |
0 |
52 |
+52 |
+100% |
| CIC Wealth LLC |
0 |
4,496 |
+4,496 |
+100% |
| Root Financial Partners LLC |
0 |
2,814 |
+2,814 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
17 |
+17 |
+100% |
| Norden Group LLC |
0 |
128,735 |
+128,735 |
+100% |
| WFA Asset Management Corp |
0 |
30 |
+30 |
+100% |
| Objectivity Squared LLC |
0 |
2,717 |
+2,717 |
+100% |
| Cascade Wealth Advisors Inc |
0 |
16,284 |
+16,284 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Rockland Trust Co. |
17,758 |
17,758 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
200 |
200 |
UNCH |
0.00% |
| Horizon Bancorp Inc. IN |
451 |
451 |
UNCH |
0.00% |
| Valley National Advisers Inc. |
39 |
39 |
UNCH |
0.00% |
| NBT Bank N A NY |
23,299 |
23,299 |
UNCH |
0.00% |
| Norwood Financial Corp |
2,575 |
2,575 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
3,005 |
3,005 |
UNCH |
0.00% |
| Charter Trust Co. |
3,982 |
3,982 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
150 |
150 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
419 |
419 |
UNCH |
0.00% |
| Country Trust Bank |
86,500 |
86,500 |
UNCH |
0.00% |
| American National Bank |
276 |
276 |
UNCH |
0.00% |
| Bangor Savings Bank |
92 |
92 |
UNCH |
0.00% |
| BKD Wealth Advisors LLC |
13,264 |
13,264 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
373 |
373 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
196 |
196 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
67 |
67 |
UNCH |
0.00% |
| Capital Advisors Ltd. LLC |
26 |
26 |
UNCH |
0.00% |
| MCF Advisors LLC |
630 |
630 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
21 |
21 |
UNCH |
0.00% |
| Community Bank & Trust Waco Texas |
4,805 |
4,805 |
UNCH |
0.00% |
| Integrated Investment Consultants LLC |
2,528 |
2,528 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
3,862 |
3,862 |
UNCH |
0.00% |
| Security National Bank |
2,050 |
2,050 |
UNCH |
0.00% |
| Kovack Advisors Inc. |
2,833 |
2,833 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
3,574 |
3,574 |
UNCH |
0.00% |
| Hillcrest Wealth Advisors NY LLC |
27,555 |
27,555 |
UNCH |
0.00% |
| MBE Wealth Management LLC |
46,811 |
46,811 |
UNCH |
0.00% |
| Zhang Financial LLC |
4,537 |
4,537 |
UNCH |
0.00% |
| Benchmark Wealth Management LLC |
4,006 |
4,006 |
UNCH |
0.00% |
| S.A. Mason LLC |
1,310 |
1,310 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
33,893 |
33,893 |
UNCH |
0.00% |
| Southern Farm Bureau Life Insurance |
487,736 |
487,736 |
UNCH |
0.00% |
| Hoese & Co LLP |
158 |
158 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
532 |
532 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
36 |
36 |
UNCH |
0.00% |
| Pacific Wealth Management |
153,363 |
153,363 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
644 |
644 |
UNCH |
0.00% |
| Canvas Wealth Advisors LLC |
3,535 |
3,535 |
UNCH |
0.00% |
| Allspring Global Investments Holdings LLC |
47,561 |
47,561 |
UNCH |
0.00% |
| Red Tortoise LLC |
56 |
56 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
4,030 |
4,030 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
6 |
6 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
107 |
107 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
40,740 |
40,740 |
UNCH |
0.00% |
| 13F Filers Decreasing VCIT Share Count |
|---|
| Deane Retirement Strategies Inc. |
255,901 |
1,234 |
-254,667 |
-99.52% |
| Tompkins Financial Corp |
75 |
3 |
-72 |
-96.00% |
| Blue Bell Private Wealth Management LLC |
1,718 |
99 |
-1,619 |
-94.24% |
| Redmont Wealth Advisors LLC |
27,618 |
3,493 |
-24,125 |
-87.35% |
| Stephens Consulting LLC |
85 |
35 |
-50 |
-58.82% |
| Miracle Mile Advisors LLC |
906,088 |
377,214 |
-528,874 |
-58.37% |
| Atlas Capital Advisors LLC |
12,715 |
5,376 |
-7,339 |
-57.72% |
| Arista Wealth Management LLC |
408,544 |
177,662 |
-230,882 |
-56.51% |
| First PREMIER Bank |
6,470 |
3,107 |
-3,363 |
-51.98% |
| RFG Advisory LLC |
6,576 |
3,684 |
-2,892 |
-43.98% |
| Mountain Pacific Investment Advisers Inc. ID |
6,684 |
4,310 |
-2,374 |
-35.52% |
| Tyche Wealth Partners LLC |
4,912 |
3,267 |
-1,645 |
-33.49% |
| Norway Savings Bank |
68,585 |
48,217 |
-20,368 |
-29.70% |
| Private Trust Co. NA |
24,169 |
17,070 |
-7,099 |
-29.37% |
| Retireful LLC |
47,657 |
34,870 |
-12,787 |
-26.83% |
| Clarity Capital Advisors LLC |
18,157 |
13,482 |
-4,675 |
-25.75% |
| Sound Income Strategies LLC |
299 |
229 |
-70 |
-23.41% |
| Oxinas Partners Wealth Management LLC |
3,291 |
2,551 |
-740 |
-22.49% |
| Genesee Capital Advisors LLC |
19,640 |
15,379 |
-4,261 |
-21.70% |
| Callahan Advisors LLC |
3,230 |
2,547 |
-683 |
-21.15% |
| GenTrust LLC |
16,101 |
12,833 |
-3,268 |
-20.30% |
| Sunburst Financial Group LLC |
18,973 |
15,124 |
-3,849 |
-20.29% |
| Procyon Private Wealth Partners LLC |
3,855 |
3,110 |
-745 |
-19.33% |
| Holland Advisory Services Inc. |
124,569 |
100,854 |
-23,715 |
-19.04% |
| OMNI 360 Wealth Inc. |
21,667 |
17,622 |
-4,045 |
-18.67% |
| Bath Savings Trust Co |
14,761 |
12,165 |
-2,596 |
-17.59% |
| Monumental Financial Group Inc. |
3,093 |
2,554 |
-539 |
-17.43% |
| Stratos Wealth Advisors LLC |
98,313 |
81,274 |
-17,039 |
-17.33% |
| Wealthcare Advisory Partners LLC |
10,202 |
8,514 |
-1,688 |
-16.55% |
| Boston Trust Walden Corp |
11,632 |
9,737 |
-1,895 |
-16.29% |
| Tsfg LLC |
2,347 |
1,968 |
-379 |
-16.15% |
| Cooper Financial Group |
15,933 |
13,394 |
-2,539 |
-15.94% |
| Barrett & Company Inc. |
3,142 |
2,662 |
-480 |
-15.28% |
| Compass Financial Group INC SD |
10,969 |
9,375 |
-1,594 |
-14.53% |
| Halbert Hargrove Global Advisors LLC |
3,045 |
2,645 |
-400 |
-13.14% |
| Independence Bank of Kentucky |
19,903 |
17,318 |
-2,585 |
-12.99% |
| Flagship Harbor Advisors LLC |
24,044 |
20,964 |
-3,080 |
-12.81% |
| Integrity Wealth Solutions LLC |
3,294 |
2,878 |
-416 |
-12.63% |
| Farmers & Merchants Investments Inc. |
196 |
173 |
-23 |
-11.73% |
| Stephens Group Asset Management LLC |
4,057 |
3,587 |
-470 |
-11.58% |
| Legacy Private Trust Co. |
27,367 |
24,274 |
-3,093 |
-11.30% |
| Trust Co. of Virginia VA |
6,230 |
5,530 |
-700 |
-11.24% |
| Forza Wealth Management LLC |
6,242 |
5,542 |
-700 |
-11.21% |
| Epic Trust Investment Advisors LLC |
4,406 |
3,916 |
-490 |
-11.12% |
| Occidental Asset Management LLC |
7,973 |
7,088 |
-885 |
-11.10% |
| Cedrus LLC |
3,277 |
2,948 |
-329 |
-10.04% |
| Charles Schwab Trust Co |
62,036 |
56,138 |
-5,898 |
-9.51% |
| Breakwater Capital Group |
51,494 |
46,722 |
-4,772 |
-9.27% |
| TriaGen Wealth Management LLC |
22,602 |
20,662 |
-1,940 |
-8.58% |
| Krilogy Financial LLC |
16,373 |
15,016 |
-1,357 |
-8.29% |
| Vicus Capital |
22,317 |
20,695 |
-1,622 |
-7.27% |
| Galvin Gaustad & Stein LLC |
140,157 |
130,058 |
-10,099 |
-7.21% |
| Compass Ion Advisors LLC |
4,599 |
4,305 |
-294 |
-6.39% |
| Wealth Enhancement Advisory Services LLC |
140,602 |
131,983 |
-8,619 |
-6.13% |
| Naviter Wealth LLC |
71,059 |
67,402 |
-3,657 |
-5.15% |
| Soundmark Wealth Management LLC |
99,813 |
94,935 |
-4,878 |
-4.89% |
| Parsons Capital Management Inc. RI |
32,041 |
30,481 |
-1,560 |
-4.87% |
| ST Germain D J Co. Inc. |
227,397 |
216,482 |
-10,915 |
-4.80% |
| Simon Quick Advisors LLC |
8,812 |
8,409 |
-403 |
-4.57% |
| Lauer Wealth LLC |
87,489 |
83,668 |
-3,821 |
-4.37% |
| Stratos Wealth Partners LTD. |
37,501 |
36,151 |
-1,350 |
-3.60% |
| Aua Capital Management LLC |
14,624 |
14,111 |
-513 |
-3.51% |
| Wolff Wiese Magana LLC |
158 |
153 |
-5 |
-3.16% |
| Ashton Thomas Private Wealth LLC |
6,349 |
6,159 |
-190 |
-2.99% |
| Agate Pass Investment Management LLC |
15,374 |
14,986 |
-388 |
-2.52% |
| Wealthfront Advisers LLC |
187,943 |
183,961 |
-3,982 |
-2.12% |
| Capital Advisors Wealth Management LLC |
326,228 |
319,479 |
-6,749 |
-2.07% |
| Addis & Hill Inc |
22,730 |
22,331 |
-399 |
-1.76% |
| Apella Capital LLC |
132,294 |
129,967 |
-2,327 |
-1.76% |
| Weaver Consulting Group |
3,953 |
3,885 |
-68 |
-1.72% |
| Financial Freedom LLC |
187,326 |
184,454 |
-2,872 |
-1.53% |
| Security Financial Services INC. |
20,204 |
19,897 |
-307 |
-1.52% |
| Cypress Wealth Services LLC |
42,142 |
41,503 |
-639 |
-1.52% |
| Busey Wealth Management |
447,763 |
441,052 |
-6,711 |
-1.50% |
| Capstone Capital Wealth Advisors |
13,744 |
13,551 |
-193 |
-1.40% |
| Uncommon Cents Investing LLC |
3,300 |
3,255 |
-45 |
-1.36% |
| Pinnacle Bank |
2,218 |
2,188 |
-30 |
-1.35% |
| Yoder Wealth Management Inc. |
74,349 |
73,350 |
-999 |
-1.34% |
| Family CFO Inc |
88,883 |
87,784 |
-1,099 |
-1.24% |
| Pacifica Partners Inc. |
10,039 |
9,923 |
-116 |
-1.16% |
| Dynamic Advisor Solutions LLC |
82,924 |
82,065 |
-859 |
-1.04% |
| Petra Financial Advisors Inc. |
21,994 |
21,839 |
-155 |
-0.70% |
| AMI Investment Management Inc. |
51,449 |
51,102 |
-347 |
-0.67% |
| Portside Wealth Group LLC |
30,676 |
30,473 |
-203 |
-0.66% |
| Astoria Portfolio Advisors LLC. |
2,851 |
2,834 |
-17 |
-0.60% |
| Claro Advisors LLC |
3,308 |
3,299 |
-9 |
-0.27% |
| Chapin Davis Inc. |
4,055 |
4,044 |
-11 |
-0.27% |
| Kingswood Wealth Advisors LLC |
5,804 |
5,794 |
-10 |
-0.17% |
| NorthCrest Asset Manangement LLC |
138,454 |
138,220 |
-234 |
-0.17% |
| Defined Wealth Management LLC |
11,551 |
11,537 |
-14 |
-0.12% |
| 13F Filers Exiting VCIT |
|---|
| FF Advisors LLC |
2,503 |
0 |
-2,503 |
-100.00% |
| Shotwell Rutter Baer Inc |
83,873 |
0 |
-83,873 |
-100.00% |
| BKM Wealth Management LLC |
1,067 |
0 |
-1,067 |
-100.00% |
| Harbour Trust & Investment Management Co |
3,110 |
0 |
-3,110 |
-100.00% |
| Premier Path Wealth Partners LLC |
60,127 |
0 |
-60,127 |
-100.00% |
| Arlington Trust Co LLC |
243 |
0 |
-243 |
-100.00% |
| McGlone Suttner Wealth Management Inc. |
108 |
0 |
-108 |
-100.00% |
| Saxon Interests Inc. |
3,591 |
0 |
-3,591 |
-100.00% |
| Congress Wealth Management LLC DE |
2,985 |
0 |
-2,985 |
-100.00% |
| Independent Wealth Network Inc. |
9,480 |
0 |
-9,480 |
-100.00% |
| Newbridge Financial Services Group Inc. |
7 |
0 |
-7 |
-100.00% |
| OneAscent Wealth Management LLC |
6,711 |
0 |
-6,711 |
-100.00% |
| GoalVest Advisory LLC |
175 |
0 |
-175 |
-100.00% |
| Tennessee Valley Asset Management Partners |
1,068 |
0 |
-1,068 |
-100.00% |
| Praetorian Wealth Management Inc. |
3,419 |
0 |
-3,419 |
-100.00% |
| TL Private Wealth |
6,083 |
0 |
-6,083 |
-100.00% |
| McMahon Financial Advisors LLC |
3,282 |
0 |
-3,282 |
-100.00% |
| Private Ocean LLC |
144 |
0 |
-144 |
-100.00% |
| Gradient Investments LLC |
791 |
0 |
-791 |
-100.00% |
| Moody National Bank Trust Division |
23,277 |
0 |
-23,277 |
-100.00% |
| First National Bank Sioux Falls |
317,634 |
0 |
-317,634 |
-100.00% |
| City Holding Co. |
68 |
0 |
-68 |
-100.00% |
| First Financialcorp IN |
437 |
0 |
-437 |
-100.00% |
See Summary: Institutional Holders of VCIT
See Details: Top 10 Hedge Funds Holding VCIT
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