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This page summarizes the VOD 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 VOD 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 VOD Share Count |
|---|
| CVA Family Office LLC |
72 |
420 |
+348 |
+483.33% |
| GAMMA Investing LLC |
405 |
1,801 |
+1,396 |
+344.69% |
| Hexagon Capital Partners LLC |
1,635 |
5,410 |
+3,775 |
+230.89% |
| Aprio Wealth Management LLC |
10,024 |
24,117 |
+14,093 |
+140.59% |
| IMC Chicago LLC |
32,432 |
73,198 |
+40,766 |
+125.70% |
| Natixis Advisors L.P. |
23,821 |
52,278 |
+28,457 |
+119.46% |
| Sound Income Strategies LLC |
299 |
576 |
+277 |
+92.64% |
| Salem Investment Counselors Inc. |
36 |
63 |
+27 |
+75.00% |
| Tevis Investment Management |
48,396 |
83,560 |
+35,164 |
+72.66% |
| Ballentine Partners LLC |
10,729 |
17,758 |
+7,029 |
+65.51% |
| Planning Capital Management Corp |
26,558 |
42,871 |
+16,313 |
+61.42% |
| DGS Capital Management LLC |
33,229 |
48,284 |
+15,055 |
+45.31% |
| Flagship Harbor Advisors LLC |
68,468 |
96,898 |
+28,430 |
+41.52% |
| SJS Investment Consulting Inc. |
433 |
609 |
+176 |
+40.65% |
| Simplex Trading LLC |
530,242 |
694,480 |
+164,238 |
+30.97% |
| Pinnacle Wealth Management Group Inc. |
11,500 |
14,836 |
+3,336 |
+29.01% |
| CWM LLC |
26,300 |
32,810 |
+6,510 |
+24.75% |
| Fifth Third Bancorp |
3,616 |
4,342 |
+726 |
+20.08% |
| Seed Wealth Management Inc. |
11,041 |
12,991 |
+1,950 |
+17.66% |
| Signet Financial Management LLC |
14,913 |
17,527 |
+2,614 |
+17.53% |
| Ritholtz Wealth Management |
181,381 |
209,517 |
+28,136 |
+15.51% |
| New Century Financial Group LLC |
64,724 |
74,501 |
+9,777 |
+15.11% |
| NBC Securities Inc. |
3,673 |
4,148 |
+475 |
+12.93% |
| HF Advisory Group LLC |
124,754 |
139,477 |
+14,723 |
+11.80% |
| Park Avenue Securities LLC |
22,997 |
25,450 |
+2,453 |
+10.67% |
| Equitable Trust Co. |
41,780 |
46,194 |
+4,414 |
+10.56% |
| 180 Wealth Advisors LLC |
26,061 |
28,712 |
+2,651 |
+10.17% |
| SOL Capital Management CO |
13,000 |
14,200 |
+1,200 |
+9.23% |
| Atlas Capital Advisors LLC |
5,624 |
6,100 |
+476 |
+8.46% |
| Cambridge Investment Research Advisors Inc. |
181,243 |
195,893 |
+14,650 |
+8.08% |
| Cornerstone Wealth Management LLC |
11,282 |
12,093 |
+811 |
+7.19% |
| UMB Bank N A MO |
3,593 |
3,850 |
+257 |
+7.15% |
| Burkett Financial Services LLC |
51 |
54 |
+3 |
+5.88% |
| WFA Asset Management Corp |
5,466 |
5,782 |
+316 |
+5.78% |
| Raymond James & Associates |
1,115,572 |
1,178,491 |
+62,919 |
+5.64% |
| Accel Wealth Management |
25,600 |
27,024 |
+1,424 |
+5.56% |
| Financial Perspectives Inc |
169 |
177 |
+8 |
+4.73% |
| Wealth Enhancement Advisory Services LLC |
39,213 |
40,715 |
+1,502 |
+3.83% |
| Allworth Financial LP |
23,326 |
23,964 |
+638 |
+2.74% |
| Coston McIsaac & Partners |
488 |
499 |
+11 |
+2.25% |
| Strategic Financial Concepts LLC |
20,660 |
21,021 |
+361 |
+1.75% |
| Yousif Capital Management LLC |
44,794 |
45,474 |
+680 |
+1.52% |
| Wesbanco Bank Inc. |
33,977 |
34,109 |
+132 |
+0.39% |
| Midwest Heritage Bank FSB |
17,392 |
17,443 |
+51 |
+0.29% |
| Diversified Trust Co |
15,576 |
15,612 |
+36 |
+0.23% |
| PFS Partners LLC |
616 |
617 |
+1 |
+0.16% |
| 13F Filers Reporting New Positions In VOD |
|---|
| Wiley BROS. Aintree Capital LLC |
0 |
12,161 |
+12,161 |
+100% |
| Park National Corp OH |
0 |
15,251 |
+15,251 |
+100% |
| American National Bank |
0 |
632 |
+632 |
+100% |
| Brown Advisory Inc. |
0 |
36,604 |
+36,604 |
+100% |
| Harbor Investment Advisory LLC |
0 |
18 |
+18 |
+100% |
| YHB Investment Advisors Inc. |
0 |
436 |
+436 |
+100% |
| Mather Group LLC. |
0 |
18 |
+18 |
+100% |
| Vicus Capital |
0 |
11,485 |
+11,485 |
+100% |
| Alaska Permanent Fund Corp |
0 |
16,043 |
+16,043 |
+100% |
| First Affirmative Financial Network |
0 |
10,249 |
+10,249 |
+100% |
| Rise Advisors LLC |
0 |
1,865 |
+1,865 |
+100% |
| Opal Wealth Advisors LLC |
0 |
7,433 |
+7,433 |
+100% |
| Allspring Global Investments Holdings LLC |
0 |
5,165 |
+5,165 |
+100% |
| Confluence Wealth Services Inc. |
0 |
10,112 |
+10,112 |
+100% |
| Register Financial Advisors LLC |
0 |
170 |
+170 |
+100% |
| PFG Investments LLC |
0 |
10,926 |
+10,926 |
+100% |
| Financial Synergies Wealth Advisors Inc. |
0 |
93 |
+93 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
3,679 |
3,679 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
1,242 |
1,242 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
214 |
214 |
UNCH |
0.00% |
| Tompkins Financial Corp |
2,019 |
2,019 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
324 |
324 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
452 |
452 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
800 |
800 |
UNCH |
0.00% |
| Webster Bank N. A. |
1,050 |
1,050 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
22 |
22 |
UNCH |
0.00% |
| Private Trust Co. NA |
164 |
164 |
UNCH |
0.00% |
| Bangor Savings Bank |
367 |
367 |
UNCH |
0.00% |
| Contravisory Investment Management Inc. |
9 |
9 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
477 |
477 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
514 |
514 |
UNCH |
0.00% |
| Asset Dedication LLC |
634 |
634 |
UNCH |
0.00% |
| MCF Advisors LLC |
79 |
79 |
UNCH |
0.00% |
| Trust Co |
2,195 |
2,195 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
123 |
123 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
1,690 |
1,690 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
1,105 |
1,105 |
UNCH |
0.00% |
| Pinnacle Bank |
272 |
272 |
UNCH |
0.00% |
| Bfsg LLC |
82 |
82 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
4,977 |
4,977 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
7,500 |
7,500 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
537 |
537 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
761 |
761 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
418 |
418 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
970 |
970 |
UNCH |
0.00% |
| Newton One Investments LLC |
187 |
187 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
2,216 |
2,216 |
UNCH |
0.00% |
| Spire Wealth Management |
6,408 |
6,408 |
UNCH |
0.00% |
| JTC Employer Solutions Trusteee Ltd |
128 |
128 |
UNCH |
0.00% |
| BancFirst Trust & Investment Management |
30,275 |
30,275 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
2,227 |
2,227 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
652 |
652 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
47 |
47 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
47 |
47 |
UNCH |
0.00% |
| Park Place Capital Corp |
1,612 |
1,612 |
UNCH |
0.00% |
| CGC Financial Services LLC |
118 |
118 |
UNCH |
0.00% |
| Williams & Novak LLC |
10,500 |
10,500 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
172 |
172 |
UNCH |
0.00% |
| 13F Filers Decreasing VOD Share Count |
|---|
| First Horizon Advisors Inc. |
5,351 |
147 |
-5,204 |
-97.25% |
| Gradient Investments LLC |
203 |
15 |
-188 |
-92.61% |
| Bogart Wealth LLC |
786 |
186 |
-600 |
-76.34% |
| Horizon Bancorp Inc. IN |
342 |
152 |
-190 |
-55.56% |
| Westside Investment Management Inc. |
337 |
168 |
-169 |
-50.15% |
| JJJ Advisors Inc. |
10,576 |
5,844 |
-4,732 |
-44.74% |
| GFS Advisors LLC |
18,750 |
10,900 |
-7,850 |
-41.87% |
| Veriti Management LLC |
29,177 |
17,373 |
-11,804 |
-40.46% |
| Lindbrook Capital LLC |
5,948 |
3,582 |
-2,366 |
-39.78% |
| Godsey & Gibb Associates |
1,822 |
1,222 |
-600 |
-32.93% |
| Barry Investment Advisors LLC |
23,696 |
16,348 |
-7,348 |
-31.01% |
| Valeo Financial Advisors LLC |
23,077 |
16,213 |
-6,864 |
-29.74% |
| Bank of New York Mellon Corp |
59,975 |
43,051 |
-16,924 |
-28.22% |
| Kathmere Capital Management LLC |
26,541 |
19,190 |
-7,351 |
-27.70% |
| Clifford Swan Investment Counsel LLC |
277,683 |
221,324 |
-56,359 |
-20.30% |
| City Holding Co. |
135 |
110 |
-25 |
-18.52% |
| Stratos Wealth Partners LTD. |
14,313 |
11,762 |
-2,551 |
-17.82% |
| OLD National Bancorp IN |
13,269 |
11,081 |
-2,188 |
-16.49% |
| Raymond James Financial Services Advisors Inc. |
87,176 |
75,838 |
-11,338 |
-13.01% |
| Global Retirement Partners LLC |
7,472 |
6,671 |
-801 |
-10.72% |
| Paragon Capital Management Ltd |
11,628 |
10,628 |
-1,000 |
-8.60% |
| Cohen Investment Advisors LLC |
27,451 |
25,944 |
-1,507 |
-5.49% |
| Peoples Financial Services CORP. |
43,931 |
42,267 |
-1,664 |
-3.79% |
| Mcdonald Partners LLC |
29,745 |
28,708 |
-1,037 |
-3.49% |
| Lifestyle Asset Management Inc. |
116,574 |
112,794 |
-3,780 |
-3.24% |
| Bridge Creek Capital Management LLC |
112,865 |
109,222 |
-3,643 |
-3.23% |
| Advisors Management Group Inc. ADV |
367,865 |
360,696 |
-7,169 |
-1.95% |
| Raymond James Trust N.A. |
46,052 |
45,284 |
-768 |
-1.67% |
| Dynamic Advisor Solutions LLC |
12,533 |
12,331 |
-202 |
-1.61% |
| Sterneck Capital Management LLC |
22,932 |
22,652 |
-280 |
-1.22% |
| 13F Filers Exiting VOD |
|---|
| BKM Wealth Management LLC |
299 |
0 |
-299 |
-100.00% |
| SYSTM Wealth Solutions LLC |
1,952 |
0 |
-1,952 |
-100.00% |
| Newbridge Financial Services Group Inc. |
320 |
0 |
-320 |
-100.00% |
| Falcon Wealth Planning |
11,521 |
0 |
-11,521 |
-100.00% |
| Tennessee Valley Asset Management Partners |
406 |
0 |
-406 |
-100.00% |
| International Assets Investment Management LLC |
67,752 |
0 |
-67,752 |
-100.00% |
| Caas Capital Management LP |
17,200 |
0 |
-17,200 |
-100.00% |
| PSI Advisors LLC |
500 |
0 |
-500 |
-100.00% |
| Triumph Capital Management |
63,198 |
0 |
-63,198 |
-100.00% |
| SeaCrest Wealth Management LLC |
15,780 |
0 |
-15,780 |
-100.00% |
| Cutler Group LP |
35,756 |
0 |
-35,756 |
-100.00% |
| Bourgeon Capital Management LLC |
82 |
0 |
-82 |
-100.00% |
| Valley National Advisers Inc. |
2,057 |
0 |
-2,057 |
-100.00% |
See Summary: Institutional Holders of VOD
See Details: Top 10 Hedge Funds Holding VOD
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