 |
|
|
This page summarizes the VMC 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 VMC 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 VMC Share Count |
|---|
| SJS Investment Consulting Inc. |
34 |
169 |
+135 |
+397.06% |
| Hexagon Capital Partners LLC |
1 |
4 |
+3 |
+300.00% |
| Robeco Institutional Asset Management B.V. |
38,718 |
137,883 |
+99,165 |
+256.12% |
| SlateStone Wealth LLC |
10,254 |
22,896 |
+12,642 |
+123.29% |
| Livforsakringsbolaget Skandia Omsesidigt |
83 |
183 |
+100 |
+120.48% |
| Los Angeles Capital Management & Equity Research Inc. |
28,402 |
55,432 |
+27,030 |
+95.17% |
| Fjarde AP Fonden Fourth Swedish National Pension Fund |
19,900 |
35,572 |
+15,672 |
+78.75% |
| Commonwealth Equity Services LLC |
35,039 |
47,967 |
+12,928 |
+36.90% |
| Natixis Advisors L.P. |
100,202 |
136,509 |
+36,307 |
+36.23% |
| Greenleaf Trust |
2,006 |
2,671 |
+665 |
+33.15% |
| Artemis Investment Management LLP |
202,427 |
266,647 |
+64,220 |
+31.73% |
| GAMMA Investing LLC |
271 |
357 |
+86 |
+31.73% |
| Fortitude Family Office LLC |
29 |
38 |
+9 |
+31.03% |
| Wesbanco Bank Inc. |
3,163 |
4,004 |
+841 |
+26.59% |
| Somerset Trust Co |
917 |
1,121 |
+204 |
+22.25% |
| Veriti Management LLC |
3,548 |
4,197 |
+649 |
+18.29% |
| Capital Advisors Ltd. LLC |
8 |
9 |
+1 |
+12.50% |
| MV Capital Management Inc. |
35 |
39 |
+4 |
+11.43% |
| First Horizon Advisors Inc. |
1,241 |
1,377 |
+136 |
+10.96% |
| Simon Quick Advisors LLC |
1,134 |
1,236 |
+102 |
+8.99% |
| DekaBank Deutsche Girozentrale |
19,532 |
21,224 |
+1,692 |
+8.66% |
| Valley National Advisers Inc. |
24 |
26 |
+2 |
+8.33% |
| CWM LLC |
2,483 |
2,680 |
+197 |
+7.93% |
| Verdence Capital Advisors LLC |
4,033 |
4,318 |
+285 |
+7.07% |
| Rosenberg Matthew Hamilton |
427 |
457 |
+30 |
+7.03% |
| Massmutual Trust Co. FSB ADV |
471 |
499 |
+28 |
+5.94% |
| Benjamin F. Edwards & Company Inc. |
7,052 |
7,461 |
+409 |
+5.80% |
| Cambridge Investment Research Advisors Inc. |
13,769 |
14,513 |
+744 |
+5.40% |
| IFM Investors Pty Ltd |
25,071 |
26,098 |
+1,027 |
+4.10% |
| Palmer Knight Co |
24,347 |
25,113 |
+766 |
+3.15% |
| Keel Point LLC |
1,343 |
1,385 |
+42 |
+3.13% |
| Assenagon Asset Management S.A. |
139,741 |
143,939 |
+4,198 |
+3.00% |
| Steel Peak Wealth Management LLC |
2,000 |
2,057 |
+57 |
+2.85% |
| Wealth Enhancement Advisory Services LLC |
6,851 |
7,044 |
+193 |
+2.82% |
| Maryland State Retirement & Pension System |
10,115 |
10,396 |
+281 |
+2.78% |
| Moody National Bank Trust Division |
2,313 |
2,372 |
+59 |
+2.55% |
| Spire Wealth Management |
81 |
83 |
+2 |
+2.47% |
| Allworth Financial LP |
536 |
548 |
+12 |
+2.24% |
| Bfsg LLC |
15,319 |
15,650 |
+331 |
+2.16% |
| Principal Financial Group Inc. |
4,410,854 |
4,494,455 |
+83,601 |
+1.90% |
| Global Retirement Partners LLC |
1,393 |
1,419 |
+26 |
+1.87% |
| Contravisory Investment Management Inc. |
2,539 |
2,579 |
+40 |
+1.58% |
| Fifth Third Bancorp |
3,879 |
3,940 |
+61 |
+1.57% |
| UMB Bank N A MO |
75 |
76 |
+1 |
+1.33% |
| Stratos Wealth Partners LTD. |
3,325 |
3,365 |
+40 |
+1.20% |
| Adams Natural Resources Fund Inc. |
31,900 |
32,100 |
+200 |
+0.63% |
| Gulf International Bank UK Ltd |
10,905 |
10,974 |
+69 |
+0.63% |
| Trust Co of the South |
1,250 |
1,256 |
+6 |
+0.48% |
| Czech National Bank |
23,271 |
23,379 |
+108 |
+0.46% |
| State of Alaska Department of Revenue |
14,351 |
14,416 |
+65 |
+0.45% |
| Oakworth Capital Inc. |
4,072 |
4,088 |
+16 |
+0.39% |
| CENTRAL TRUST Co |
2,344 |
2,352 |
+8 |
+0.34% |
| Financial Security Advisor Inc. |
1,110 |
1,112 |
+2 |
+0.18% |
| Alpha Cubed Investments LLC |
7,390 |
7,400 |
+10 |
+0.14% |
| Welch Group LLC |
25,597 |
25,599 |
+2 |
+0.01% |
| Jamison Private Wealth Management Inc. |
81,750 |
81,753 |
+3 |
+0.00% |
| 13F Filers Reporting New Positions In VMC |
|---|
| Tompkins Financial Corp |
0 |
50 |
+50 |
+100% |
| Burke & Herbert Bank & Trust Co. |
0 |
774 |
+774 |
+100% |
| Tower Bridge Advisors |
0 |
3,000 |
+3,000 |
+100% |
| Westend Capital Management LLC |
0 |
15 |
+15 |
+100% |
| Ballentine Partners LLC |
0 |
826 |
+826 |
+100% |
| YHB Investment Advisors Inc. |
0 |
123 |
+123 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
1,735 |
+1,735 |
+100% |
| BSW Wealth Partners |
0 |
1,141 |
+1,141 |
+100% |
| Mather Group LLC. |
0 |
423 |
+423 |
+100% |
| Adviser Investments LLC |
0 |
875 |
+875 |
+100% |
| Vicus Capital |
0 |
899 |
+899 |
+100% |
| Riverview Trust Co |
0 |
78 |
+78 |
+100% |
| CAPROCK Group Inc. |
0 |
1,679 |
+1,679 |
+100% |
| First PREMIER Bank |
0 |
11 |
+11 |
+100% |
| Sound Income Strategies LLC |
0 |
25 |
+25 |
+100% |
| Avitas Wealth Management LLC |
0 |
4,197 |
+4,197 |
+100% |
| Oak Thistle LLC |
0 |
1,232 |
+1,232 |
+100% |
| Center for Financial Planning Inc. |
0 |
3 |
+3 |
+100% |
| Sunflower Bank N.A. |
0 |
737 |
+737 |
+100% |
| Rise Advisors LLC |
0 |
84 |
+84 |
+100% |
| Opal Wealth Advisors LLC |
0 |
120 |
+120 |
+100% |
| Wedmont Private Capital |
0 |
836 |
+836 |
+100% |
| Redmont Wealth Advisors LLC |
0 |
15 |
+15 |
+100% |
| Simplicity Wealth LLC |
0 |
1,599 |
+1,599 |
+100% |
| Catalyst Financial Partners LLC |
0 |
827 |
+827 |
+100% |
| Drive Wealth Management LLC |
0 |
866 |
+866 |
+100% |
| Register Financial Advisors LLC |
0 |
100 |
+100 |
+100% |
| AllGen Financial Advisors Inc. |
0 |
770 |
+770 |
+100% |
| Premier Path Wealth Partners LLC |
0 |
814 |
+814 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Hazlett Burt & Watson Inc. |
770 |
770 |
UNCH |
0.00% |
| Cigna Investments Inc. New |
1,416 |
1,416 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
99 |
99 |
UNCH |
0.00% |
| State of Michigan Retirement System |
36,376 |
36,376 |
UNCH |
0.00% |
| First Hawaiian Bank |
5,496 |
5,496 |
UNCH |
0.00% |
| NBC Securities Inc. |
2,021 |
2,021 |
UNCH |
0.00% |
| Conning Inc. |
949 |
949 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
555 |
555 |
UNCH |
0.00% |
| Folger Nolan Fleming Douglas Capital Management Inc. |
2,499 |
2,499 |
UNCH |
0.00% |
| Optimum Investment Advisors |
801 |
801 |
UNCH |
0.00% |
| WASHINGTON TRUST Co |
75 |
75 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
88 |
88 |
UNCH |
0.00% |
| Buffington Mohr McNeal |
5,515 |
5,515 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
65 |
65 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
31,268 |
31,268 |
UNCH |
0.00% |
| Harbor Investment Advisory LLC |
400 |
400 |
UNCH |
0.00% |
| Asset Dedication LLC |
71 |
71 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
3 |
3 |
UNCH |
0.00% |
| Alta Advisers Ltd |
500 |
500 |
UNCH |
0.00% |
| Financial Management Professionals Inc. |
9 |
9 |
UNCH |
0.00% |
| Rather & Kittrell Inc. |
899 |
899 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
135 |
135 |
UNCH |
0.00% |
| Grassi Investment Management |
44,952 |
44,952 |
UNCH |
0.00% |
| Westhampton Capital LLC |
1,000 |
1,000 |
UNCH |
0.00% |
| Moisand Fitzgerald Tamayo LLC |
10 |
10 |
UNCH |
0.00% |
| Home Federal Bank of Tennessee |
5,470 |
5,470 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
19 |
19 |
UNCH |
0.00% |
| Legacy Bridge LLC |
125 |
125 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
483 |
483 |
UNCH |
0.00% |
| Symmetry Partners LLC |
1,300 |
1,300 |
UNCH |
0.00% |
| Ritholtz Wealth Management |
2,777 |
2,777 |
UNCH |
0.00% |
| Pinnacle Bank |
125 |
125 |
UNCH |
0.00% |
| Bogart Wealth LLC |
20 |
20 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
25 |
25 |
UNCH |
0.00% |
| Versant Capital Management Inc |
211 |
211 |
UNCH |
0.00% |
| Pflug Koory LLC |
38,708 |
38,708 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
17 |
17 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
18 |
18 |
UNCH |
0.00% |
| CVA Family Office LLC |
275 |
275 |
UNCH |
0.00% |
| TI Trust Inc. |
4,800 |
4,800 |
UNCH |
0.00% |
| Marks Group Wealth Management Inc |
1,989 |
1,989 |
UNCH |
0.00% |
| Emerald Advisors LLC |
3,201 |
3,201 |
UNCH |
0.00% |
| Wolff Wiese Magana LLC |
5 |
5 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
25 |
25 |
UNCH |
0.00% |
| Bank of New Hampshire |
205 |
205 |
UNCH |
0.00% |
| Chemistry Wealth Management LLC |
1,314 |
1,314 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
845 |
845 |
UNCH |
0.00% |
| V Square Quantitative Management LLC |
918 |
918 |
UNCH |
0.00% |
| Trifecta Capital Advisors LLC |
9 |
9 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
800 |
800 |
UNCH |
0.00% |
| PFW Advisors LLC |
120,511 |
120,511 |
UNCH |
0.00% |
| GSG Advisors LLC |
3,289 |
3,289 |
UNCH |
0.00% |
| West Paces Advisors Inc. |
97 |
97 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
14 |
14 |
UNCH |
0.00% |
| Physician Wealth Solutions Inc. |
2,105 |
2,105 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
30 |
30 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
10 |
10 |
UNCH |
0.00% |
| Planning Capital Management Corp |
11 |
11 |
UNCH |
0.00% |
| 13F Filers Decreasing VMC Share Count |
|---|
| Gradient Investments LLC |
190 |
7 |
-183 |
-96.32% |
| Cullinan Associates Inc. |
11,100 |
1,500 |
-9,600 |
-86.49% |
| Banque Cantonale Vaudoise |
2,667 |
1,091 |
-1,576 |
-59.09% |
| Diversified Trust Co |
3,390 |
1,418 |
-1,972 |
-58.17% |
| Rice Hall James & Associates LLC |
8,073 |
4,648 |
-3,425 |
-42.43% |
| Compass Ion Advisors LLC |
9,822 |
5,767 |
-4,055 |
-41.28% |
| DNB Asset Management AS |
35,966 |
22,228 |
-13,738 |
-38.20% |
| Flagship Harbor Advisors LLC |
2,394 |
1,599 |
-795 |
-33.21% |
| Lawson Kroeker Investment Management Inc. NE |
30,927 |
22,259 |
-8,668 |
-28.03% |
| Bank of New York Mellon Corp |
1,294,293 |
937,754 |
-356,539 |
-27.55% |
| Lindbrook Capital LLC |
510 |
410 |
-100 |
-19.61% |
| Amalgamated Bank |
33,730 |
27,939 |
-5,791 |
-17.17% |
| Sapient Capital LLC |
919 |
771 |
-148 |
-16.10% |
| Private Trust Co. NA |
583 |
492 |
-91 |
-15.61% |
| Mn Services Vermogensbeheer B.V. |
62,700 |
53,800 |
-8,900 |
-14.19% |
| Allspring Global Investments Holdings LLC |
2,138,631 |
1,882,973 |
-255,658 |
-11.95% |
| Clarius Group LLC |
1,214 |
1,072 |
-142 |
-11.70% |
| SYSTM Wealth Solutions LLC |
1,454 |
1,303 |
-151 |
-10.39% |
| Aurum Wealth Management Group LLC |
911 |
819 |
-92 |
-10.10% |
| AdvisorNet Financial Inc |
111 |
100 |
-11 |
-9.91% |
| Eads & Heald Wealth Management |
7,643 |
6,963 |
-680 |
-8.90% |
| Raymond James & Associates |
214,896 |
196,560 |
-18,336 |
-8.53% |
| Stony Point Wealth Management Inc. |
37,528 |
34,482 |
-3,046 |
-8.12% |
| Family Legacy Inc. |
25,640 |
23,785 |
-1,855 |
-7.23% |
| Financial Partners Group LLC |
7,980 |
7,409 |
-571 |
-7.16% |
| Securian Asset Management Inc |
8,380 |
7,831 |
-549 |
-6.55% |
| LaFleur & Godfrey LLC |
65,387 |
61,422 |
-3,965 |
-6.06% |
| B & T Capital Management DBA Alpha Capital Management |
21,154 |
19,916 |
-1,238 |
-5.85% |
| Sumitomo Life Insurance Co. |
2,825 |
2,675 |
-150 |
-5.31% |
| Appleton Partners Inc. MA |
33,396 |
31,757 |
-1,639 |
-4.91% |
| CX Institutional |
4,220 |
4,016 |
-204 |
-4.83% |
| Raymond James Trust N.A. |
3,334 |
3,188 |
-146 |
-4.38% |
| Edmonds Duncan Registered Investment Advisors LLC |
1,165 |
1,115 |
-50 |
-4.29% |
| Park Avenue Securities LLC |
2,663 |
2,559 |
-104 |
-3.91% |
| Princeton Global Asset Management LLC |
15,867 |
15,257 |
-610 |
-3.84% |
| Louisiana State Employees Retirement System |
8,000 |
7,700 |
-300 |
-3.75% |
| Hartford Investment Management Co. |
8,923 |
8,590 |
-333 |
-3.73% |
| Stock Yards Bank & Trust Co. |
1,689 |
1,629 |
-60 |
-3.55% |
| New York State Teachers Retirement System |
120,403 |
116,208 |
-4,195 |
-3.48% |
| Arden Trust Co |
6,521 |
6,305 |
-216 |
-3.31% |
| MCF Advisors LLC |
295 |
286 |
-9 |
-3.05% |
| Yousif Capital Management LLC |
17,739 |
17,211 |
-528 |
-2.98% |
| New Mexico Educational Retirement Board |
6,919 |
6,719 |
-200 |
-2.89% |
| Procyon Private Wealth Partners LLC |
16,283 |
15,843 |
-440 |
-2.70% |
| Azzad Asset Management Inc. ADV |
4,682 |
4,578 |
-104 |
-2.22% |
| Alpha Omega Wealth Management LLC |
4,436 |
4,340 |
-96 |
-2.16% |
| Vaughan Nelson Investment Management L.P. |
205,506 |
201,427 |
-4,079 |
-1.98% |
| Klingenstein Fields & Co. LP |
111,406 |
109,418 |
-1,988 |
-1.78% |
| Narwhal Capital Management |
122,607 |
120,564 |
-2,043 |
-1.67% |
| Reliant Investment Management LLC |
21,353 |
21,008 |
-345 |
-1.62% |
| Stonegate Investment Group LLC |
20,255 |
19,929 |
-326 |
-1.61% |
| Raymond James Financial Services Advisors Inc. |
21,385 |
21,045 |
-340 |
-1.59% |
| Zurcher Kantonalbank Zurich Cantonalbank |
25,331 |
25,000 |
-331 |
-1.31% |
| Douglas Lane & Associates LLC |
145,597 |
143,743 |
-1,854 |
-1.27% |
| Founders Financial Securities LLC |
6,589 |
6,508 |
-81 |
-1.23% |
| Wealthfront Advisers LLC |
10,458 |
10,332 |
-126 |
-1.20% |
| Equitable Trust Co. |
20,526 |
20,291 |
-235 |
-1.14% |
| Cookson Peirce & Co. Inc. |
1,922 |
1,906 |
-16 |
-0.83% |
| Osborne Partners Capital Management LLC |
43,833 |
43,510 |
-323 |
-0.74% |
| Legacy Private Trust Co. |
1,590 |
1,580 |
-10 |
-0.63% |
| Sumitomo Mitsui Trust Holdings Inc. |
315,195 |
313,591 |
-1,604 |
-0.51% |
| Patten Group Inc. |
10,081 |
10,034 |
-47 |
-0.47% |
| Massachusetts Wealth Management |
5,825 |
5,800 |
-25 |
-0.43% |
| Checchi Capital Advisers LLC |
1,225 |
1,220 |
-5 |
-0.41% |
| Deane Retirement Strategies Inc. |
6,746 |
6,724 |
-22 |
-0.33% |
| Howard Capital Management Group LLC |
141,256 |
140,815 |
-441 |
-0.31% |
| Brown Advisory Inc. |
52,607 |
52,446 |
-161 |
-0.31% |
| Webster Bank N. A. |
2,548 |
2,543 |
-5 |
-0.20% |
| Leavell Investment Management Inc. |
56,628 |
56,536 |
-92 |
-0.16% |
| Regions Financial Corp |
165,606 |
165,581 |
-25 |
-0.02% |
| 13F Filers Exiting VMC |
|---|
| Arlington Trust Co LLC |
10 |
0 |
-10 |
-100.00% |
| Byrne Asset Management LLC |
20 |
0 |
-20 |
-100.00% |
| GoalVest Advisory LLC |
57 |
0 |
-57 |
-100.00% |
| International Assets Investment Management LLC |
47,899 |
0 |
-47,899 |
-100.00% |
| Exchange Traded Concepts LLC |
122 |
0 |
-122 |
-100.00% |
| Weiss Multi Strategy Advisers LLC |
17,478 |
0 |
-17,478 |
-100.00% |
| M&R Capital Management Inc. |
458 |
0 |
-458 |
-100.00% |
| Charter Trust Co. |
939 |
0 |
-939 |
-100.00% |
See Summary: Institutional Holders of VMC
See Details: Top 10 Hedge Funds Holding VMC
Also See: VMC Insider Buying
|
|
