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There is a long list of 139 institutional holders of VTWV within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VTWV by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VTWV table below,
the initial column indicates the name of each top institutional holder of VTWV, with a link to that fund's top holdings. The next columns
indicate the amount of VTWV stock held by each of the institutional holders of VTWV, followed by the VTWV position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 482,107 | $65,846 | 12/31/2023 | VTWV | 482,107 | $65,846 | 12/31/2023 | Morgan Stanley | 316,711 | $43,256 | 12/31/2023 | VTWV | 316,711 | $43,256 | 12/31/2023 | Ameriprise Financial Inc. | 168,361 | $23,008 | 12/31/2023 | VTWV | 168,361 | $23,008 | 12/31/2023 | Crestone Asset Management LLC | 149,807 | $20,946 | 03/31/2024 | VTWV | 149,807 | $20,946 | 03/31/2024 | Bragg Financial Advisors Inc | 89,284 | $12,194 | 12/31/2023 | VTWV | 89,284 | $12,194 | 12/31/2023 | Virtue Capital Management LLC | 87,163 | $11,503 | 12/31/2023 | VTWV | 87,163 | $11,503 | 12/31/2023 | LPL Financial LLC | 79,625 | $10,875 | 12/31/2023 | VTWV | 79,625 | $10,875 | 12/31/2023 | JPMorgan Chase & Co. | 66,146 | $9,034 | 12/31/2023 | VTWV | 66,146 | $9,034 | 12/31/2023 | Rockefeller Capital Management L.P. | 65,738 | $8,979 | 12/31/2023 | VTWV | 65,738 | $8,979 | 12/31/2023 | Congress Wealth Management LLC DE | 56,181 | $7,855 | 03/31/2024 | VTWV | 56,181 | $7,855 | 03/31/2024 | Taddei Ludwig & Associates Inc. | 53,253 | $7,446 | 03/31/2024 | VTWV | 53,253 | $7,446 | 03/31/2024 | Savant Capital LLC | 53,569 | $7,316 | 12/31/2023 | VTWV | 53,569 | $7,316 | 12/31/2023 | UBS Group AG | 42,026 | $5,740 | 12/31/2023 | VTWV | 42,026 | $5,740 | 12/31/2023 | Goldman Sachs Group Inc. | 38,956 | $5,321 | 12/31/2023 | VTWV | 38,956 | $5,321 | 12/31/2023 | Adviser Investments LLC | 38,037 | $5,318 | 03/31/2024 | VTWV | 38,037 | $5,318 | 03/31/2024 | Red Cedar Investment Management LLC | 37,624 | $5,261 | 03/31/2024 | VTWV | 37,624 | $5,261 | 03/31/2024 | Kestra Advisory Services LLC | 35,584 | $4,860 | 12/31/2023 | VTWV | 35,584 | $4,860 | 12/31/2023 | Wells Fargo & Company MN | 34,066 | $4,653 | 12/31/2023 | VTWV | 34,066 | $4,653 | 12/31/2023 | Susquehanna International Group LLP | 33,759 | $4,611 | 12/31/2023 | VTWV | 33,759 | $4,611 | 12/31/2023 | HighTower Advisors LLC | 27,659 | $3,777 | 12/31/2023 | VTWV | 27,659 | $3,777 | 12/31/2023 | Franklin Resources Inc. | 25,283 | $3,453 | 12/31/2023 | VTWV | 25,283 | $3,453 | 12/31/2023 | Jmac Enterprises LLC | 22,770 | $3,184 | 03/31/2024 | VTWV | 22,770 | $3,184 | 03/31/2024 | Bartlett & Co. LLC | 22,205 | $3,088 | 12/31/2023 | VTWV | 22,205 | $3,088 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 22,205 | $3,082 | 12/31/2023 | VTWV | 22,205 | $3,082 | 12/31/2023 | Carolinas Wealth Consulting LLC | 21,717 | $2,966 | 12/31/2023 | VTWV | 21,717 | $2,966 | 12/31/2023 | Silvercrest Asset Management Group LLC | 21,699 | $2,964 | 12/31/2023 | VTWV | 21,699 | $2,964 | 12/31/2023 | Cetera Advisor Networks LLC | 19,354 | $2,643 | 12/31/2023 | VTWV | 19,354 | $2,643 | 12/31/2023 | Royal Bank of Canada | 18,406 | $2,514 | 12/31/2023 | VTWV | 18,406 | $2,514 | 12/31/2023 | Rodgers & Associates LTD | 17,846 | $2,437 | 12/31/2023 | VTWV | 17,846 | $2,437 | 12/31/2023 | CIBC World Markets Inc. | 17,281 | $2,360 | 12/31/2023 | VTWV | 17,281 | $2,360 | 12/31/2023 | Phoenix Wealth Advisors | 15,998 | $2,237 | 03/31/2024 | VTWV | 15,998 | $2,237 | 03/31/2024 | Raymond James & Associates | 15,514 | $2,169 | 03/31/2024 | VTWV | 15,514 | $2,169 | 03/31/2024 | Berkshire Asset Management LLC PA | 14,759 | $2,016 | 12/31/2023 | VTWV | 14,759 | $2,016 | 12/31/2023 | AdvisorNet Financial Inc | 14,359 | $2,008 | 03/31/2024 | VTWV | 14,359 | $2,008 | 03/31/2024 | Wealth Dimensions Group Ltd. | 14,497 | $1,980 | 12/31/2023 | VTWV | 14,497 | $1,980 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 14,145 | $1,932 | 12/31/2023 | VTWV | 14,145 | $1,932 | 12/31/2023 | Baird Financial Group Inc. | 13,910 | $1,900 | 12/31/2023 | VTWV | 13,910 | $1,900 | 12/31/2023 | Commonwealth Equity Services LLC | 13,347 | $1,866 | 03/31/2024 | VTWV | 13,347 | $1,866 | 03/31/2024 | Envestnet Asset Management Inc. | 13,029 | $1,779 | 12/31/2023 | VTWV | 13,029 | $1,779 | 12/31/2023 | Stifel Financial Corp | 12,205 | $1,667 | 12/31/2023 | VTWV | 12,205 | $1,667 | 12/31/2023 | Fifth Third Securities Inc. | 11,395 | $1,593 | 03/31/2024 | VTWV | 11,395 | $1,593 | 03/31/2024 | Centered Wealth LLC dba Miller Equity Capital Advisors | 11,250 | $1,537 | 12/31/2023 | VTWV | 11,250 | $1,537 | 12/31/2023 | Institute for Wealth Management LLC. | 10,956 | $1,532 | 03/31/2024 | VTWV | 10,956 | $1,532 | 03/31/2024 | LBJ Family Wealth Advisors Ltd. | 10,721 | $1,499 | 03/31/2024 | VTWV | 10,721 | $1,499 | 03/31/2024 | Commerce Bank | 10,360 | $1,415 | 12/31/2023 | VTWV | 10,360 | $1,415 | 12/31/2023 | Private Advisor Group LLC | 9,679 | $1,353 | 03/31/2024 | VTWV | 9,679 | $1,353 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 8,973 | $1,255 | 03/31/2024 | VTWV | 8,973 | $1,255 | 03/31/2024 | IVC Wealth Advisors LLC | 8,713 | $1,218 | 03/31/2024 | VTWV | 8,713 | $1,218 | 03/31/2024 | Plancorp LLC | 8,448 | $1,154 | 12/31/2023 | VTWV | 8,448 | $1,154 | 12/31/2023 | Two Sigma Investments LP | 8,100 | $1,106 | 12/31/2023 | VTWV | 8,100 | $1,106 | 12/31/2023 |
See All: Funds Holding VTWV
See Details: Top 10 Hedge Funds Holding VTWV
Also See: VTWV Holdings Changes
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