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This page summarizes the VOX 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 VOX 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 VOX Share Count |
|---|
| Executive Wealth Group LLC |
3,320 |
9,968 |
+6,648 |
+200.24% |
| Beacon Capital Management Inc. |
449,026 |
1,300,339 |
+851,313 |
+189.59% |
| CWM LLC |
964 |
1,790 |
+826 |
+85.68% |
| Exchange Traded Concepts LLC |
22,495 |
40,157 |
+17,662 |
+78.52% |
| Cambridge Investment Research Advisors Inc. |
16,562 |
28,299 |
+11,737 |
+70.87% |
| Hazlett Burt & Watson Inc. |
350 |
561 |
+211 |
+60.29% |
| Elevated Capital Advisors LLC |
10,959 |
17,170 |
+6,211 |
+56.67% |
| Global Retirement Partners LLC |
168 |
254 |
+86 |
+51.19% |
| Park National Corp OH |
93,854 |
138,253 |
+44,399 |
+47.31% |
| Bank of New York Mellon Corp |
4,156 |
5,824 |
+1,668 |
+40.13% |
| Private Advisor Group LLC |
9,353 |
12,283 |
+2,930 |
+31.33% |
| Trinity Legacy Partners LLC |
14,015 |
17,577 |
+3,562 |
+25.42% |
| Astor Investment Management LLC |
44,142 |
55,131 |
+10,989 |
+24.89% |
| Kellett Schaffner Wealth Advisors LLC |
24,535 |
29,844 |
+5,309 |
+21.64% |
| Aprio Wealth Management LLC |
54,274 |
65,897 |
+11,623 |
+21.42% |
| Carmichael Hill & Associates Inc. |
2,355 |
2,801 |
+446 |
+18.94% |
| Versant Capital Management Inc |
300 |
354 |
+54 |
+18.00% |
| Narus Financial Partners LLC |
11,453 |
13,188 |
+1,735 |
+15.15% |
| Private Trust Co. NA |
487 |
553 |
+66 |
+13.55% |
| Leavell Investment Management Inc. |
3,605 |
4,013 |
+408 |
+11.32% |
| Fountainhead AM LLC |
2,304 |
2,547 |
+243 |
+10.55% |
| Proequities Inc. |
5,448 |
5,999 |
+551 |
+10.11% |
| Spire Wealth Management |
9,241 |
9,848 |
+607 |
+6.57% |
| Wealthfront Advisers LLC |
2,089 |
2,192 |
+103 |
+4.93% |
| Crown Wealth Group LLC |
43,036 |
44,445 |
+1,409 |
+3.27% |
| Institute for Wealth Management LLC. |
7,400 |
7,544 |
+144 |
+1.95% |
| Country Club Bank GFN |
6,111 |
6,221 |
+110 |
+1.80% |
| HighMark Wealth Management LLC |
90 |
91 |
+1 |
+1.11% |
| Atlas Capital Advisors LLC |
45,190 |
45,686 |
+496 |
+1.10% |
| Northstar Asset Management LLC |
26,620 |
26,895 |
+275 |
+1.03% |
| Kovack Advisors Inc. |
10,458 |
10,554 |
+96 |
+0.92% |
| Mission Wealth Management LP |
3,618 |
3,649 |
+31 |
+0.86% |
| Raymond James & Associates |
66,268 |
66,719 |
+451 |
+0.68% |
| Praetorian Wealth Management Inc. |
45,281 |
45,543 |
+262 |
+0.58% |
| Allworth Financial LP |
2,413 |
2,425 |
+12 |
+0.50% |
| RBA Wealth Management LLC |
5,136 |
5,158 |
+22 |
+0.43% |
| Trust Co. of Oklahoma |
12,311 |
12,346 |
+35 |
+0.28% |
| Grey Fox Wealth Advisors LLC |
2,292 |
2,298 |
+6 |
+0.26% |
| Maltin Wealth Management Inc. |
2,773 |
2,780 |
+7 |
+0.25% |
| AdvisorNet Financial Inc |
423 |
424 |
+1 |
+0.24% |
| Grimes & Company Inc. |
1,917 |
1,921 |
+4 |
+0.21% |
| Warner Financial Inc. |
2,727 |
2,728 |
+1 |
+0.04% |
| 13F Filers Reporting New Positions In VOX |
|---|
| Salem Investment Counselors Inc. |
0 |
81 |
+81 |
+100% |
| BNP Paribas Arbitrage SA |
0 |
3 |
+3 |
+100% |
| Essex Financial Services Inc. |
0 |
2,589 |
+2,589 |
+100% |
| J.W. Cole Advisors Inc. |
0 |
2,899 |
+2,899 |
+100% |
| Mather Group LLC. |
0 |
616 |
+616 |
+100% |
| Thomasville National Bank |
0 |
1,705 |
+1,705 |
+100% |
| Compagnie Lombard Odier SCmA |
0 |
16,500 |
+16,500 |
+100% |
| Sound Income Strategies LLC |
0 |
281 |
+281 |
+100% |
| EWG Elevate Inc. |
0 |
9,797 |
+9,797 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
230 |
+230 |
+100% |
| Simplicity Wealth LLC |
0 |
11,886 |
+11,886 |
+100% |
| ESG Planning |
0 |
2,869 |
+2,869 |
+100% |
| Register Financial Advisors LLC |
0 |
5 |
+5 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| NBC Securities Inc. |
157 |
157 |
UNCH |
0.00% |
| Creative Financial Designs Inc. ADV |
200 |
200 |
UNCH |
0.00% |
| Brown Advisory Inc. |
3,131 |
3,131 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
23 |
23 |
UNCH |
0.00% |
| Evensky & Katz LLC |
19 |
19 |
UNCH |
0.00% |
| GHP Investment Advisors Inc. |
384 |
384 |
UNCH |
0.00% |
| Harel Insurance Investments & Financial Services Ltd. |
102,700 |
102,700 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
100 |
100 |
UNCH |
0.00% |
| First Horizon Advisors Inc. |
702 |
702 |
UNCH |
0.00% |
| CAPROCK Group Inc. |
2,382 |
2,382 |
UNCH |
0.00% |
| Bray Capital Advisors |
2,070 |
2,070 |
UNCH |
0.00% |
| MV Capital Management Inc. |
453 |
453 |
UNCH |
0.00% |
| First PREMIER Bank |
849 |
849 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
51 |
51 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
47 |
47 |
UNCH |
0.00% |
| Armor Investment Advisors LLC |
185 |
185 |
UNCH |
0.00% |
| Access Financial Services Inc. |
13,249 |
13,249 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
154 |
154 |
UNCH |
0.00% |
| Luken Investment Analytics LLC |
120 |
120 |
UNCH |
0.00% |
| Elm Partners Management LLC |
1,962 |
1,962 |
UNCH |
0.00% |
| Evolution Wealth Advisors LLC |
3,603 |
3,603 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
439 |
439 |
UNCH |
0.00% |
| Pacifica Partners Inc. |
14 |
14 |
UNCH |
0.00% |
| Atticus Wealth Management LLC |
250 |
250 |
UNCH |
0.00% |
| Lpwm LLC |
5,212 |
5,212 |
UNCH |
0.00% |
| Key Financial Inc |
173 |
173 |
UNCH |
0.00% |
| Davis Capital Management |
108 |
108 |
UNCH |
0.00% |
| Ronald Blue Trust Inc. |
124 |
124 |
UNCH |
0.00% |
| City State Bank |
285 |
285 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
245,751 |
245,751 |
UNCH |
0.00% |
| Tanglewood Legacy Advisors LLC |
730 |
730 |
UNCH |
0.00% |
| Yoder Wealth Management Inc. |
2,116 |
2,116 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
7 |
7 |
UNCH |
0.00% |
| Union Savings Bank |
1,012 |
1,012 |
UNCH |
0.00% |
| American Capital Advisory LLC |
76 |
76 |
UNCH |
0.00% |
| 13F Filers Decreasing VOX Share Count |
|---|
| Financial Management Professionals Inc. |
28,679 |
13,269 |
-15,410 |
-53.73% |
| Advisor Resource Council |
14,954 |
7,542 |
-7,412 |
-49.57% |
| Hennion & Walsh Asset Management Inc. |
3,600 |
1,992 |
-1,608 |
-44.67% |
| Checchi Capital Advisers LLC |
9,130 |
5,587 |
-3,543 |
-38.81% |
| Valley National Advisers Inc. |
95 |
60 |
-35 |
-36.84% |
| Dumont & Blake Investment Advisors LLC |
21,366 |
14,774 |
-6,592 |
-30.85% |
| Pennsylvania Capital Management Inc. ADV |
10,606 |
7,384 |
-3,222 |
-30.38% |
| Raymond James Financial Services Advisors Inc. |
302,293 |
227,171 |
-75,122 |
-24.85% |
| Keel Point LLC |
4,080 |
3,095 |
-985 |
-24.14% |
| USA Financial Portformulas Corp |
4,719 |
3,736 |
-983 |
-20.83% |
| Woodward Diversified Capital LLC |
11,127 |
8,953 |
-2,174 |
-19.54% |
| Fifth Third Securities Inc. |
5,522 |
4,700 |
-822 |
-14.89% |
| Appleton Partners Inc. MA |
4,328 |
3,753 |
-575 |
-13.29% |
| Triangle Securities Wealth Management |
5,733 |
5,238 |
-495 |
-8.63% |
| First Financialcorp IN |
19,422 |
17,760 |
-1,662 |
-8.56% |
| Janney Montgomery Scott LLC |
109,047 |
100,477 |
-8,570 |
-7.86% |
| Axiom Financial Strategies LLC |
32,851 |
30,370 |
-2,481 |
-7.55% |
| NorthCrest Asset Manangement LLC |
6,180 |
5,741 |
-439 |
-7.10% |
| Stratos Wealth Partners LTD. |
12,341 |
11,481 |
-860 |
-6.97% |
| Prestige Wealth Management Group LLC |
2,084 |
1,952 |
-132 |
-6.33% |
| Boltwood Capital Management |
2,506 |
2,354 |
-152 |
-6.07% |
| Commonwealth Equity Services LLC |
32,278 |
30,476 |
-1,802 |
-5.58% |
| GLOBALT Investments LLC GA |
3,855 |
3,644 |
-211 |
-5.47% |
| Dynamic Advisor Solutions LLC |
8,635 |
8,165 |
-470 |
-5.44% |
| Fifth Third Bancorp |
12,588 |
11,906 |
-682 |
-5.42% |
| Saxon Interests Inc. |
6,393 |
6,090 |
-303 |
-4.74% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
107 |
102 |
-5 |
-4.67% |
| Collective Family Office LLC |
3,910 |
3,735 |
-175 |
-4.48% |
| Royal Fund Management LLC |
31,452 |
30,055 |
-1,397 |
-4.44% |
| Sharper & Granite LLC |
38,500 |
36,846 |
-1,654 |
-4.30% |
| Park Avenue Securities LLC |
1,851 |
1,773 |
-78 |
-4.21% |
| Horizon Bancorp Inc. IN |
718 |
688 |
-30 |
-4.18% |
| CVA Family Office LLC |
8,532 |
8,276 |
-256 |
-3.00% |
| Altfest L J & Co. Inc. |
156,359 |
151,780 |
-4,579 |
-2.93% |
| Advisors Management Group Inc. ADV |
3,555 |
3,461 |
-94 |
-2.64% |
| ST Germain D J Co. Inc. |
120 |
117 |
-3 |
-2.50% |
| HB Wealth Management LLC |
11,544 |
11,285 |
-259 |
-2.24% |
| Cornerstone Wealth Management LLC |
3,568 |
3,518 |
-50 |
-1.40% |
| Dakota Wealth Management |
21,966 |
21,683 |
-283 |
-1.29% |
| Exchange Capital Management Inc. |
53,380 |
52,866 |
-514 |
-0.96% |
| First National Bank |
14,051 |
13,941 |
-110 |
-0.78% |
| McAdam LLC |
2,386 |
2,371 |
-15 |
-0.63% |
| WBH Advisory Inc. |
32,269 |
32,090 |
-179 |
-0.55% |
| Stapp Wealth Management Pllc |
19,160 |
19,069 |
-91 |
-0.47% |
| Massmutual Trust Co. FSB ADV |
50,274 |
50,094 |
-180 |
-0.36% |
| Pinnacle Associates Ltd. |
23,673 |
23,598 |
-75 |
-0.32% |
| First National Corp MA ADV |
12,237 |
12,202 |
-35 |
-0.29% |
| 13F Filers Exiting VOX |
|---|
| McGlone Suttner Wealth Management Inc. |
96 |
0 |
-96 |
-100.00% |
| Joule Financial LLC |
16,270 |
0 |
-16,270 |
-100.00% |
| International Assets Investment Management LLC |
115,605 |
0 |
-115,605 |
-100.00% |
| Concord Wealth Partners |
4 |
0 |
-4 |
-100.00% |
| Bremer Bank National Association |
4,693 |
0 |
-4,693 |
-100.00% |
| CX Institutional |
9,074 |
0 |
-9,074 |
-100.00% |
| Bogart Wealth LLC |
25 |
0 |
-25 |
-100.00% |
| Stratos Wealth Advisors LLC |
3,736 |
0 |
-3,736 |
-100.00% |
| Patriot Financial Group Insurance Agency LLC |
1,722 |
0 |
-1,722 |
-100.00% |
| Transform Wealth LLC |
6,184 |
0 |
-6,184 |
-100.00% |
| Gradient Investments LLC |
219 |
0 |
-219 |
-100.00% |
| BLB&B Advisors LLC |
2,460 |
0 |
-2,460 |
-100.00% |
| BOK Financial Private Wealth Inc. |
110 |
0 |
-110 |
-100.00% |
| NBT Bank N A NY |
22 |
0 |
-22 |
-100.00% |
See Summary: Institutional Holders of VOX
See Details: Top 10 Hedge Funds Holding VOX
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