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Institutional Holders of VTWV

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE482,107$65,846 12/31/2023
     VTWV482,107$65,846 12/31/2023
Morgan Stanley316,711$43,256 12/31/2023
     VTWV316,711$43,256 12/31/2023
Ameriprise Financial Inc.168,361$23,008 12/31/2023
     VTWV168,361$23,008 12/31/2023
Crestone Asset Management LLC149,807$20,946 03/31/2024
     VTWV149,807$20,946 03/31/2024
Bragg Financial Advisors Inc89,284$12,194 12/31/2023
     VTWV89,284$12,194 12/31/2023
Virtue Capital Management LLC87,163$11,503 12/31/2023
     VTWV87,163$11,503 12/31/2023
LPL Financial LLC79,625$10,875 12/31/2023
     VTWV79,625$10,875 12/31/2023
JPMorgan Chase & Co.66,146$9,034 12/31/2023
     VTWV66,146$9,034 12/31/2023
Rockefeller Capital Management L.P.65,738$8,979 12/31/2023
     VTWV65,738$8,979 12/31/2023
Congress Wealth Management LLC DE 56,181$7,855 03/31/2024
     VTWV56,181$7,855 03/31/2024
Taddei Ludwig & Associates Inc.53,253$7,446 03/31/2024
     VTWV53,253$7,446 03/31/2024
Savant Capital LLC53,569$7,316 12/31/2023
     VTWV53,569$7,316 12/31/2023
UBS Group AG42,026$5,740 12/31/2023
     VTWV42,026$5,740 12/31/2023
Goldman Sachs Group Inc.38,956$5,321 12/31/2023
     VTWV38,956$5,321 12/31/2023
Adviser Investments LLC38,037$5,318 03/31/2024
     VTWV38,037$5,318 03/31/2024
Red Cedar Investment Management LLC37,624$5,261 03/31/2024
     VTWV37,624$5,261 03/31/2024
Kestra Advisory Services LLC35,584$4,860 12/31/2023
     VTWV35,584$4,860 12/31/2023
Wells Fargo & Company MN34,066$4,653 12/31/2023
     VTWV34,066$4,653 12/31/2023
Susquehanna International Group LLP33,759$4,611 12/31/2023
     VTWV33,759$4,611 12/31/2023
HighTower Advisors LLC27,659$3,777 12/31/2023
     VTWV27,659$3,777 12/31/2023
Franklin Resources Inc.25,283$3,453 12/31/2023
     VTWV25,283$3,453 12/31/2023
Jmac Enterprises LLC22,770$3,184 03/31/2024
     VTWV22,770$3,184 03/31/2024
Bartlett & Co. LLC22,205$3,088 12/31/2023
     VTWV22,205$3,088 12/31/2023
Bartlett & CO. Wealth Management LLC22,205$3,082 12/31/2023
     VTWV22,205$3,082 12/31/2023
Carolinas Wealth Consulting LLC21,717$2,966 12/31/2023
     VTWV21,717$2,966 12/31/2023
Silvercrest Asset Management Group LLC21,699$2,964 12/31/2023
     VTWV21,699$2,964 12/31/2023
Cetera Advisor Networks LLC19,354$2,643 12/31/2023
     VTWV19,354$2,643 12/31/2023
Royal Bank of Canada18,406$2,514 12/31/2023
     VTWV18,406$2,514 12/31/2023
Rodgers & Associates LTD17,846$2,437 12/31/2023
     VTWV17,846$2,437 12/31/2023
CIBC World Markets Inc.17,281$2,360 12/31/2023
     VTWV17,281$2,360 12/31/2023
Phoenix Wealth Advisors15,998$2,237 03/31/2024
     VTWV15,998$2,237 03/31/2024
Raymond James & Associates15,514$2,169 03/31/2024
     VTWV15,514$2,169 03/31/2024
Berkshire Asset Management LLC PA14,759$2,016 12/31/2023
     VTWV14,759$2,016 12/31/2023
AdvisorNet Financial Inc14,359$2,008 03/31/2024
     VTWV14,359$2,008 03/31/2024
Wealth Dimensions Group Ltd.14,497$1,980 12/31/2023
     VTWV14,497$1,980 12/31/2023
Envestnet Portfolio Solutions Inc.14,145$1,932 12/31/2023
     VTWV14,145$1,932 12/31/2023
Baird Financial Group Inc.13,910$1,900 12/31/2023
     VTWV13,910$1,900 12/31/2023
Commonwealth Equity Services LLC13,347$1,866 03/31/2024
     VTWV13,347$1,866 03/31/2024
Envestnet Asset Management Inc.13,029$1,779 12/31/2023
     VTWV13,029$1,779 12/31/2023
Stifel Financial Corp12,205$1,667 12/31/2023
     VTWV12,205$1,667 12/31/2023
Fifth Third Securities Inc.11,395$1,593 03/31/2024
     VTWV11,395$1,593 03/31/2024
Centered Wealth LLC dba Miller Equity Capital Advisors11,250$1,537 12/31/2023
     VTWV11,250$1,537 12/31/2023
Institute for Wealth Management LLC.10,956$1,532 03/31/2024
     VTWV10,956$1,532 03/31/2024
LBJ Family Wealth Advisors Ltd.10,721$1,499 03/31/2024
     VTWV10,721$1,499 03/31/2024
Commerce Bank10,360$1,415 12/31/2023
     VTWV10,360$1,415 12/31/2023
Private Advisor Group LLC9,679$1,353 03/31/2024
     VTWV9,679$1,353 03/31/2024
Cambridge Investment Research Advisors Inc.8,973$1,255 03/31/2024
     VTWV8,973$1,255 03/31/2024
IVC Wealth Advisors LLC8,713$1,218 03/31/2024
     VTWV8,713$1,218 03/31/2024
Plancorp LLC8,448$1,154 12/31/2023
     VTWV8,448$1,154 12/31/2023
Two Sigma Investments LP8,100$1,106 12/31/2023
     VTWV8,100$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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