HoldingsChannel.com
Funds Holding VAW

On this page, we present all of the funds holding VAW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VAW, with a link to that fund's top holdings. The next columns indicate the amount of VAW stock held by each of the funds holding VAW, followed by the VAW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 347 funds holding VAW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding VAW), click the fund name in the "Holder" column of the funds-holding-VAW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,610,311$305,862 12/31/2023
     VAW1,610,311$305,862 12/31/2023
Beacon Capital Management Inc.844,957$172,185 03/31/2024
     VAW844,957$172,185 03/31/2024
Empower Advisory Group LLC308,885$58,670 12/31/2023
     VAW308,885$58,670 12/31/2023
Morgan Stanley278,623$52,922 12/31/2023
     VAW278,623$52,922 12/31/2023
The Manufacturers Life Insurance Company 278,430$52,885 12/31/2023
     VAW278,430$52,885 12/31/2023
Wells Fargo & Company MN209,555$39,803 12/31/2023
     VAW209,555$39,803 12/31/2023
Northwestern Mutual Wealth Management Co.205,255$38,994 12/31/2023
     VAW205,255$38,994 12/31/2023
Advisor Group Holdings Inc.133,858$25,431 12/31/2023
     VAW133,858$25,431 12/31/2023
UBS Group AG126,665$24,059 12/31/2023
     VAW126,665$24,059 12/31/2023
Ameriprise Financial Inc.119,299$22,663 12/31/2023
     VAW119,299$22,663 12/31/2023
Envestnet Asset Management Inc.118,352$22,480 12/31/2023
     VAW118,352$22,480 12/31/2023
CI Private Wealth LLC92,209$17,514 12/31/2023
     VAW92,209$17,514 12/31/2023
Stifel Financial Corp86,309$16,395 12/31/2023
     VAW86,309$16,395 12/31/2023
LPL Financial LLC79,617$15,122 12/31/2023
     VAW79,617$15,122 12/31/2023
Green Harvest Asset Management LLC70,831$13,454 12/31/2023
     VAW70,831$13,454 12/31/2023
TrueWealth Financial Partners69,668$13,233 12/31/2023
     VAW69,668$13,233 12/31/2023
JPMorgan Chase & Co.66,881$12,704 12/31/2023
     VAW66,881$12,704 12/31/2023
Ameritas Advisory Services LLC64,722$12,291 12/31/2023
     VAW64,722$12,291 12/31/2023
The PNC Financial Services Group Inc.53,030$10,073 12/31/2023
     VAW53,030$10,073 12/31/2023
Twin Tree Management LP $8,567 12/31/2023
     Call70,200$33,977 12/31/2023
     Put52,500$25,410 12/31/2023
KCM Investment Advisors LLC40,481$7,689 12/31/2023
     VAW40,481$7,689 12/31/2023
Raymond James Financial Services Advisors Inc.37,186$7,602 03/31/2024
     VAW37,186$7,602 03/31/2024
Lido Advisors LLC38,940$7,396 12/31/2023
     VAW38,940$7,396 12/31/2023
Strengthening Families & Communities LLC37,355$7,095 12/31/2023
     VAW37,355$7,095 12/31/2023
M Holdings Securities Inc.36,800$6,990 12/31/2023
     VAW36,800$6,990 12/31/2023
New York Life Investment Management LLC36,608$6,953 12/31/2023
     VAW36,608$6,953 12/31/2023
Strategic Wealth Designers36,366$6,907 12/31/2023
     VAW36,366$6,907 12/31/2023
Creative Planning34,297$6,514 12/31/2023
     VAW34,297$6,514 12/31/2023
J.W. Cole Advisors Inc.34,100$6,477 12/31/2023
     VAW34,100$6,477 12/31/2023
Commonwealth Equity Services LLC32,510$6,175 12/31/2023
     VAW32,510$6,175 12/31/2023
Royal Bank of Canada32,019$6,082 12/31/2023
     VAW32,019$6,082 12/31/2023
Ancora Advisors LLC31,552$5,993 12/31/2023
     VAW31,552$5,993 12/31/2023
Rockefeller Capital Management L.P.31,092$5,906 12/31/2023
     VAW31,092$5,906 12/31/2023
Atria Wealth Solutions Inc.29,660$5,634 12/31/2023
     VAW29,660$5,634 12/31/2023
Narwhal Capital Management29,154$5,538 12/31/2023
     VAW29,154$5,538 12/31/2023
Susquehanna International Group LLP $5,248 12/31/2023
     VAW19,732$3,748 12/31/2023
     Call9,500$1,804 12/31/2023
     Put1,600$304 12/31/2023
Exchange Traded Concepts LLC25,253$5,162 03/31/2024
     VAW25,253$5,162 03/31/2024
Exchange Capital Management Inc.24,704$5,050 03/31/2024
     VAW24,704$5,050 03/31/2024
Raymond James & Associates23,669$4,839 03/31/2024
     VAW23,669$4,839 03/31/2024
M&T Bank Corp22,803$4,331 12/31/2023
     VAW22,803$4,331 12/31/2023
Vickerman Investment Advisors Inc.22,003$4,179 12/31/2023
     VAW22,003$4,179 12/31/2023
Full Sail Capital LLC19,980$3,795 12/31/2023
     VAW19,980$3,795 12/31/2023
Certified Advisory Corp19,389$3,683 12/31/2023
     VAW19,389$3,683 12/31/2023
Cetera Advisor Networks LLC18,405$3,496 12/31/2023
     VAW18,405$3,496 12/31/2023
Avantax Advisory Services Inc.17,966$3,412 12/31/2023
     VAW17,966$3,412 12/31/2023
Visionary Wealth Advisors17,839$3,388 12/31/2023
     VAW17,839$3,388 12/31/2023
Thrivent Financial for Lutherans17,788$3,379 12/31/2023
     VAW17,788$3,379 12/31/2023
Wealthcare Advisory Partners LLC15,637$3,197 03/31/2024
     VAW15,637$3,197 03/31/2024
Envestnet Portfolio Solutions Inc.16,681$3,168 12/31/2023
     VAW16,681$3,168 12/31/2023
Parsons Capital Management Inc. RI15,408$3,150 03/31/2024
     VAW15,408$3,150 03/31/2024
MML Investors Services LLC15,874$3,015 12/31/2023
     VAW15,874$3,015 12/31/2023
Centered Wealth LLC dba Miller Equity Capital Advisors15,642$2,971 12/31/2023
     VAW15,642$2,971 12/31/2023
Global Endowment Management LP15,300$2,906 12/31/2023
     VAW15,300$2,906 12/31/2023
Foundations Investment Advisors LLC14,811$2,743 12/31/2023
     VAW14,811$2,743 12/31/2023
Silver Coast Investments LLC14,392$2,734 12/31/2023
     VAW14,392$2,734 12/31/2023
HighTower Advisors LLC14,223$2,701 12/31/2023
     VAW14,223$2,701 12/31/2023
Novare Capital Management LLC13,811$2,623 12/31/2023
     VAW13,811$2,623 12/31/2023
Global Strategic Investment Solutions LLC12,804$2,432 12/31/2023
     VAW12,804$2,432 12/31/2023
Axiom Financial Strategies LLC12,154$2,309 12/31/2023
     VAW12,154$2,309 12/31/2023
Cambridge Investment Research Advisors Inc.11,466$2,178 12/31/2023
     VAW11,466$2,178 12/31/2023
Main Street Financial Solutions LLC10,606$2,168 03/31/2024
     VAW10,606$2,168 03/31/2024
Anchor Investment Management LLC11,361$2,158 12/31/2023
     VAW11,361$2,158 12/31/2023
CIBC World Markets Inc.10,962$2,082 12/31/2023
     VAW10,962$2,082 12/31/2023
Sage Rhino Capital LLC10,933$2,077 12/31/2023
     VAW10,933$2,077 12/31/2023
Cetera Investment Advisers10,494$1,993 12/31/2023
     VAW10,494$1,993 12/31/2023
Captrust Financial Advisors10,472$1,989 12/31/2023
     VAW10,472$1,989 12/31/2023
Sierra Capital LLC10,398$1,975 12/31/2023
     VAW10,398$1,975 12/31/2023
Massmutual Trust Co. FSB ADV9,520$1,946 03/31/2024
     VAW9,520$1,946 03/31/2024
Park National Corp OH9,403$1,922 03/31/2024
     VAW9,403$1,922 03/31/2024
Blair William & Co. IL9,710$1,844 12/31/2023
     VAW9,710$1,844 12/31/2023
Atria Investments LLC9,595$1,823 12/31/2023
     VAW9,595$1,823 12/31/2023
Miller Investment Management LP9,448$1,795 12/31/2023
     VAW9,448$1,795 12/31/2023
Tranquilli Financial Advisor LLC9,422$1,790 12/31/2023
     VAW9,422$1,790 12/31/2023
Comerica Bank9,092$1,727 12/31/2023
     VAW9,092$1,727 12/31/2023
Private Wealth Advisors LLC9,069$1,723 12/31/2023
     VAW9,069$1,723 12/31/2023
Private Advisor Group LLC8,786$1,669 12/31/2023
     VAW8,786$1,669 12/31/2023
Prairiewood Capital LLC8,708$1,654 12/31/2023
     VAW8,708$1,654 12/31/2023
Proquility Private Wealth Partners LLC8,640$1,641 12/31/2023
     VAW8,640$1,641 12/31/2023
Mariner LLC8,593$1,632 12/31/2023
     VAW8,593$1,632 12/31/2023
Janney Montgomery Scott LLC8,432$1,602 12/31/2023
     VAW8,432$1,602 12/31/2023
AE Wealth Management LLC8,512$1,557 12/31/2023
     VAW8,512$1,557 12/31/2023
Eqis Capital Management Inc.8,030$1,525 12/31/2023
     VAW8,030$1,525 12/31/2023
D.A. Davidson & CO.7,944$1,509 12/31/2023
     VAW7,944$1,509 12/31/2023
Truist Financial Corp7,933$1,507 12/31/2023
     VAW7,933$1,507 12/31/2023
Cresset Asset Management LLC7,891$1,499 12/31/2023
     VAW7,891$1,499 12/31/2023
Wealth Enhancement Advisory Services LLC7,269$1,486 03/31/2024
     VAW7,269$1,486 03/31/2024
Global Retirement Partners LLC7,257$1,483 03/31/2024
     VAW7,257$1,483 03/31/2024
Pathway Financial Advisors LLC7,240$1,480 03/31/2024
     VAW7,240$1,480 03/31/2024
Atlas Capital Advisors LLC7,141$1,460 03/31/2024
     VAW7,141$1,460 03/31/2024
Syon Capital LLC7,669$1,457 12/31/2023
     VAW7,669$1,457 12/31/2023
Cutter & CO Brokerage Inc.7,171$1,362 12/31/2023
     VAW7,171$1,362 12/31/2023
Vista Investment Management7,120$1,352 12/31/2023
     VAW7,120$1,352 12/31/2023
Centaurus Financial Inc.6,981$1,326 12/31/2023
     VAW6,981$1,326 12/31/2023
Callan Capital LLC6,902$1,311 12/31/2023
     VAW6,902$1,311 12/31/2023
Concurrent Investment Advisors LLC6,899$1,310 12/31/2023
     VAW6,899$1,310 12/31/2023
Financial Planning & Information Services Inc.6,879$1,307 12/31/2023
     VAW6,879$1,307 12/31/2023
M Financial Asset Management Inc.6,805$1,292 12/31/2023
     VAW6,805$1,292 12/31/2023
Windham Capital Management LLC6,755$1,283 12/31/2023
     VAW6,755$1,283 12/31/2023
Proequities Inc.6,624$1,258 12/31/2023
     VAW6,624$1,258 12/31/2023
Prime Capital Investment Advisors LLC6,585$1,251 12/31/2023
     VAW6,585$1,251 12/31/2023
Modera Wealth Management LLC6,477$1,230 12/31/2023
     VAW6,477$1,230 12/31/2023
Goldman Sachs Group Inc.6,472$1,229 12/31/2023
     VAW6,472$1,229 12/31/2023
Lebenthal Global Advisors LLC6,445$1,224 12/31/2023
     VAW6,445$1,224 12/31/2023
Integrated Wealth Concepts LLC6,250$1,187 12/31/2023
     VAW6,250$1,187 12/31/2023
Sentinel Pension Advisors Inc.5,993$1,138 12/31/2023
     VAW5,993$1,138 12/31/2023
Trinity Legacy Partners LLC5,936$1,127 12/31/2023
     VAW5,936$1,127 12/31/2023
Steward Partners Investment Advisory LLC5,917$1,124 12/31/2023
     VAW5,917$1,124 12/31/2023
Fiduciary Trust Co.5,835$1,108 12/31/2023
     VAW5,835$1,108 12/31/2023
Woodward Diversified Capital LLC5,801$1,102 12/31/2023
     VAW5,801$1,102 12/31/2023
Brighton Jones LLC5,777$1,097 12/31/2023
     VAW5,777$1,097 12/31/2023
Sharper & Granite LLC5,356$1,091 03/31/2024
     VAW5,356$1,091 03/31/2024
Charles Schwab Investment Management Inc.5,742$1,091 12/31/2023
     VAW5,742$1,091 12/31/2023
IHT Wealth Management LLC5,638$1,071 12/31/2023
     VAW5,638$1,071 12/31/2023
Baird Financial Group Inc.5,545$1,053 12/31/2023
     VAW5,545$1,053 12/31/2023
Valmark Advisers Inc.5,529$1,050 12/31/2023
     VAW5,529$1,050 12/31/2023
Versant Capital Management Inc5,094$1,041 03/31/2024
     VAW5,094$1,041 03/31/2024
Cetera Advisors LLC5,458$1,037 12/31/2023
     VAW5,458$1,037 12/31/2023
Kanawha Capital Management LLC5,268$1,001 12/31/2023
     VAW5,268$1,001 12/31/2023
Citadel Advisors LLC5,176$983 12/31/2023
     VAW5,176$983 12/31/2023
Flow Traders U.S. LLC5,067$962 12/31/2023
     VAW5,067$962 12/31/2023
Brown Advisory Inc.5,023$954 12/31/2023
     VAW5,023$954 12/31/2023
Stratos Wealth Partners LTD.4,640$949 03/31/2024
     VAW4,640$949 03/31/2024
WBH Advisory Inc.4,601$941 03/31/2024
     VAW4,601$941 03/31/2024
Prospera Financial Services Inc4,949$940 12/31/2023
     VAW4,949$940 12/31/2023
Eudaimonia Advisors LLC4,889$929 12/31/2023
     VAW4,889$929 12/31/2023
Builder Investment Group Inc. ADV4,853$922 12/31/2023
     VAW4,853$922 12/31/2023
Curran Financial Partners LLC5,067$918 12/31/2023
     VAW5,067$918 12/31/2023
BOKF NA4,553$865 12/31/2023
     VAW4,553$865 12/31/2023
Sigma Planning Corp4,527$860 12/31/2023
     VAW4,527$860 12/31/2023
180 Wealth Advisors LLC4,123$843 03/31/2024
     VAW4,123$843 03/31/2024
City State Bank4,109$840 03/31/2024
     VAW4,109$840 03/31/2024
United Capital Financial Advisers LLC4,419$839 12/31/2023
     VAW4,419$839 12/31/2023
Phillips Financial Management LLC4,027$823 03/31/2024
     VAW4,027$823 03/31/2024
Northern Trust Corp4,240$805 12/31/2023
     VAW4,240$805 12/31/2023
Wolff Financial Management LLC4,157$790 12/31/2023
     VAW4,157$790 12/31/2023
Sawtooth Solutions LLC4,145$787 12/31/2023
     VAW4,145$787 12/31/2023
Bleakley Financial Group LLC4,145$787 12/31/2023
     VAW4,145$787 12/31/2023
Gray Wealth Management Inc.4,103$779 12/31/2023
     VAW4,103$779 12/31/2023
Nations Financial Group Inc. IA ADV3,767$770 03/31/2024
     VAW3,767$770 03/31/2024
Putnam FL Investment Management Co.4,037$767 12/31/2023
     VAW4,037$767 12/31/2023
Eudaimonia Partners LLC3,898$740 12/31/2023
     VAW3,898$740 12/31/2023
NorthCrest Asset Manangement LLC3,613$739 03/31/2024
     VAW3,613$739 03/31/2024
Citigroup Inc.3,753$713 12/31/2023
     VAW3,753$713 12/31/2023
Heritage Trust Co3,749$712 12/31/2023
     VAW3,749$712 12/31/2023
Equitable Holdings Inc.3,661$695 12/31/2023
     VAW3,661$695 12/31/2023
Great Valley Advisor Group Inc.3,650$693 12/31/2023
     VAW3,650$693 12/31/2023
Executive Wealth Group LLC3,577$691 03/31/2024
     VAW3,577$691 03/31/2024
FMR LLC3,640$691 12/31/2023
     VAW3,640$691 12/31/2023
Congress Wealth Management LLC DE 3,376$690 03/31/2024
     VAW3,376$690 03/31/2024
VCI Wealth Management LLC3,626$689 12/31/2023
     VAW3,626$689 12/31/2023
Bailard Inc.3,558$676 12/31/2023
     VAW3,558$676 12/31/2023
Dentgroup LLC3,258$666 03/31/2024
     VAW3,258$666 03/31/2024
Joule Financial LLC3,456$657 12/31/2023
     VAW3,456$657 12/31/2023
Leavell Investment Management Inc.3,417$649 12/31/2023
     VAW3,417$649 12/31/2023
Fifth Third Bancorp3,128$639 03/31/2024
     VAW3,128$639 03/31/2024
Novak & Powell Financial Services Inc.3,362$639 12/31/2023
     VAW3,362$639 12/31/2023
First Financialcorp IN3,052$624 03/31/2024
     VAW3,052$624 03/31/2024
Aspiriant LLC2,995$612 03/31/2024
     VAW2,995$612 03/31/2024
Wealthfront Advisers LLC2,995$612 03/31/2024
     VAW2,995$612 03/31/2024
Mather Group LLC.3,135$595 03/31/2024
     VAW3,135$595 03/31/2024
Focus Financial Network Inc. ADV3,074$584 12/31/2023
     VAW3,074$584 12/31/2023
Johnson Investment Counsel Inc.3,067$583 12/31/2023
     VAW3,067$583 12/31/2023
Advisors Capital Management LLC3,008$572 12/31/2023
     VAW3,008$572 12/31/2023
Institute for Wealth Management LLC.2,921$555 12/31/2023
     VAW2,921$555 12/31/2023
Wsfs Capital Management LLC2,862$544 12/31/2023
     VAW2,862$544 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC2,830$538 12/31/2023
     VAW2,830$538 12/31/2023
Alliance Wealth Advisors LLC2,595$530 03/31/2024
     VAW2,595$530 03/31/2024
Parallel Advisors LLC2,759$524 12/31/2023
     VAW2,759$524 12/31/2023
Mason Investment Advisory Services Inc.2,549$484 12/31/2023
     VAW2,549$484 12/31/2023
Gladstone Institutional Advisory LLC2,525$480 12/31/2023
     VAW2,525$480 12/31/2023
Kestra Advisory Services LLC2,527$480 12/31/2023
     VAW2,527$480 12/31/2023
WNY Asset Management LLC2,520$479 12/31/2023
     VAW2,520$479 12/31/2023
Whittier Trust Co.2,460$467 12/31/2023
     VAW2,460$467 12/31/2023
Beacon Pointe Advisors LLC2,433$462 12/31/2023
     VAW2,433$462 12/31/2023
Retirement Planning Group2,246$459 03/31/2024
     VAW2,246$459 03/31/2024
Summit Financial LLC2,383$453 12/31/2023
     VAW2,383$453 12/31/2023
Cornerstone Wealth Management LLC2,200$450 03/31/2024
     VAW2,200$450 03/31/2024
Yoder Wealth Management Inc.2,172$444 03/31/2024
     VAW2,172$444 03/31/2024
TD Waterhouse Canada Inc.2,243$428 12/31/2023
     VAW2,243$428 12/31/2023
Cranbrook Wealth Management LLC2,064$422 03/31/2024
     VAW2,064$422 03/31/2024
Financial Freedom LLC2,190$416 12/31/2023
     VAW2,190$416 12/31/2023
BNC Wealth Management LLC1,996$408 03/31/2024
     VAW1,996$408 03/31/2024
Collective Family Office LLC1,981$405 03/31/2024
     VAW1,981$405 03/31/2024
Beacon Capital Management LLC2,065$392 12/31/2023
     VAW2,065$392 12/31/2023
One Charles Private Wealth Services LLC2,044$388 12/31/2023
     VAW2,044$388 12/31/2023
TIAA Trust National Association2,042$388 12/31/2023
     VAW2,042$388 12/31/2023
Fifth Third Securities Inc.1,799$368 03/31/2024
     VAW1,799$368 03/31/2024
Birchcreek Wealth Management LLC1,896$360 12/31/2023
     VAW1,896$360 12/31/2023
Wealth Alliance1,867$355 12/31/2023
     VAW1,867$355 12/31/2023
Laidlaw Wealth Management LLC1,837$349 12/31/2023
     VAW1,837$349 12/31/2023
O ROURKE & COMPANY Inc1,696$347 03/31/2024
     VAW1,696$347 03/31/2024
Advisor Resource Council1,810$344 03/31/2024
     VAW1,810$344 03/31/2024
Winch Advisory Services LLC1,809$344 12/31/2023
     VAW1,809$344 12/31/2023
US Bancorp DE1,801$342 12/31/2023
     VAW1,801$342 12/31/2023
Keebeck Wealth Management LLC1,782$338 12/31/2023
     VAW1,782$338 12/31/2023
Honkamp Krueger Financial Services Inc.1,751$333 12/31/2023
     VAW1,751$333 12/31/2023
Wedbush Securities Inc.1,749$332 12/31/2023
     VAW1,749$332 12/31/2023
Checchi Capital Advisers LLC1,736$330 12/31/2023
     VAW1,736$330 12/31/2023
Eagle Strategies LLC1,597$327 03/31/2024
     VAW1,597$327 03/31/2024
Bank of Montreal Can1,684$323 12/31/2023
     VAW1,684$323 12/31/2023
Brandywine Oak Private Wealth LLC1,702$323 12/31/2023
     VAW1,702$323 12/31/2023
Heritage Investment Group Inc.1,700$323 12/31/2023
     VAW1,700$323 12/31/2023
Washington Trust Bank1,670$317 12/31/2023
     VAW1,670$317 12/31/2023
Ingalls & Snyder LLC1,640$312 12/31/2023
     VAW1,640$312 12/31/2023
Tower Research Capital LLC TRC 1,620$308 12/31/2023
     VAW1,620$308 12/31/2023
Adviser Investments LLC1,605$305 12/31/2023
     VAW1,605$305 12/31/2023
CX Institutional1,477$302 03/31/2024
     VAW1,477$302 03/31/2024
CWA Asset Management Group LLC1,582$301 12/31/2023
     VAW1,582$301 12/31/2023
Evoke Wealth LLC1,573$299 12/31/2023
     VAW1,573$299 12/31/2023
Bragg Financial Advisors Inc1,538$292 12/31/2023
     VAW1,538$292 12/31/2023
Apollon Wealth Management LLC1,451$276 12/31/2023
     VAW1,451$276 12/31/2023
Tritonpoint Wealth LLC1,420$270 12/31/2023
     VAW1,420$270 12/31/2023
Madden Advisory Services Inc.1,410$268 12/31/2023
     VAW1,410$268 12/31/2023
GWM Advisors LLC1,413$268 12/31/2023
     VAW1,413$268 12/31/2023
Snowden Capital Advisors LLC1,407$267 12/31/2023
     VAW1,407$267 12/31/2023
Two Sigma Securities LLC1,392$264 12/31/2023
     VAW1,392$264 12/31/2023
National Asset Management Inc.1,353$257 12/31/2023
     VAW1,353$257 12/31/2023
Evermay Wealth Management LLC1,350$256 12/31/2023
     VAW1,350$256 12/31/2023
Lodestar Private Asset Management LLC1,345$255 12/31/2023
     VAW1,345$255 12/31/2023
Jones Financial Companies Lllp1,337$254 12/31/2023
     VAW1,337$254 12/31/2023
Merit Financial Group LLC1,299$247 12/31/2023
     VAW1,299$247 12/31/2023
RBA Wealth Management LLC1,200$245 03/31/2024
     VAW1,200$245 03/31/2024
Capasso Planning Partners LLC1,285$244 12/31/2023
     VAW1,285$244 12/31/2023
Norwood Financial Corp1,184$242 03/31/2024
     VAW1,184$242 03/31/2024
Lincoln National Corp1,253$238 12/31/2023
     VAW1,253$238 12/31/2023
Simmons Bank1,228$233 12/31/2023
     VAW1,228$233 12/31/2023
John G Ullman & Associates Inc.1,200$228 12/31/2023
     VAW1,200$228 12/31/2023
Csenge Advisory Group1,190$226 12/31/2023
     VAW1,190$226 12/31/2023
Boltwood Capital Management1,081$221 03/31/2024
     VAW1,081$221 03/31/2024
Neuberger Berman Group LLC1,147$218 12/31/2023
     VAW1,147$218 12/31/2023
Northstar Asset Management LLC1,135$216 12/31/2023
     VAW1,135$216 12/31/2023
Huntington National Bank1,116$212 12/31/2023
     VAW1,116$212 12/31/2023
Dearborn Partners LLC1,117$212 12/31/2023
     VAW1,117$212 12/31/2023
MontVue Capital Management Inc.1,106$210 12/31/2023
     VAW1,106$210 12/31/2023
Atticus Wealth Management LLC1,013$207 03/31/2024
     VAW1,013$207 03/31/2024
Idaho Trust Bank1,077$205 12/31/2023
     VAW1,077$205 12/31/2023
EP Wealth Advisors LLC1,063$202 12/31/2023
     VAW1,063$202 12/31/2023
Grey Street Capital LLC1,059$201 12/31/2023
     VAW1,059$201 12/31/2023
McGuire Investment Group LLC1,055$200 12/31/2023
     VAW1,055$200 12/31/2023
Benjamin F. Edwards & Company Inc.1,000$190 12/31/2023
     VAW1,000$190 12/31/2023
Colonial Trust Co SC1,000$190 12/31/2023
     VAW1,000$190 12/31/2023
Advisory Services Network LLC990$188 12/31/2023
     VAW990$188 12/31/2023
First Horizon Advisors Inc.797$151 12/31/2023
     VAW797$151 12/31/2023
Progressive Investment Management Corp700$143 03/31/2024
     VAW700$143 03/31/2024
O Shaughnessy Asset Management LLC645$123 12/31/2023
     VAW645$123 12/31/2023
Capital Investment Advisory Services LLC620$118 12/31/2023
     VAW620$118 12/31/2023
EverSource Wealth Advisors LLC599$114 12/31/2023
     VAW599$114 12/31/2023
Cornerstone Planning Group LLC564$107 12/31/2023
     VAW564$107 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC556$106 12/31/2023
     VAW556$106 12/31/2023
Annis Gardner Whiting Capital Advisors LLC560$106 12/31/2023
     VAW560$106 12/31/2023
Caitlin John LLC559$106 12/31/2023
     VAW559$106 12/31/2023
Kayne Anderson Rudnick Investment Management LLC515$98 12/31/2023
     VAW515$98 12/31/2023
Hazlett Burt & Watson Inc.510$97 12/31/2023
     VAW510$97 12/31/2023
Cardiff Park Advisors LLC511$97 12/31/2023
     VAW511$97 12/31/2023
Simplex Trading LLC494$93 12/31/2023
     VAW494$93 12/31/2023
Westside Investment Management Inc.441$90 03/31/2024
     VAW441$90 03/31/2024
Armstrong Advisory Group Inc.410$78 03/31/2024
     VAW410$78 03/31/2024
Davis Capital Management378$77 03/31/2024
     VAW378$77 03/31/2024
Harbour Investments Inc.399$76 12/31/2023
     VAW399$76 12/31/2023
Life Planning Partners Inc388$74 12/31/2023
     VAW388$74 12/31/2023
McClarren Financial Advisors Inc.381$72 12/31/2023
     VAW381$72 12/31/2023
Bray Capital Advisors372$71 12/31/2023
     VAW372$71 12/31/2023
Howe & Rusling Inc.368$70 12/31/2023
     VAW368$70 12/31/2023
Qube Research & Technologies Ltd363$69 12/31/2023
     VAW363$69 12/31/2023
Assetmark Inc.351$67 12/31/2023
     VAW351$67 12/31/2023
DAGCO Inc.350$66 12/31/2023
     VAW350$66 12/31/2023
Bellevue Asset Management LLC350$66 12/31/2023
     VAW350$66 12/31/2023
Dynamic Wealth Strategies LLC350$66 12/31/2023
     VAW350$66 12/31/2023
Harbor Investment Advisory LLC317$65 03/31/2024
     VAW317$65 03/31/2024
Deutsche Bank AG341$65 12/31/2023
     VAW341$65 12/31/2023
Key Financial Inc327$62 12/31/2023
     VAW327$62 12/31/2023
Webster Bank N. A.275$56 03/31/2024
     VAW275$56 03/31/2024
Woodmont Investment Counsel LLC250$51 03/31/2024
     VAW250$51 03/31/2024
IFP Advisors Inc248$47 12/31/2023
     VAW248$47 12/31/2023
Montag A & Associates Inc.240$46 12/31/2023
     VAW240$46 12/31/2023
Householder Group Estate & Retirement Specialist LLC195$37 12/31/2023
     VAW195$37 12/31/2023
WASHINGTON TRUST Co175$36 03/31/2024
     VAW175$36 03/31/2024
Resources Management Corp CT ADV190$36 12/31/2023
     VAW190$36 12/31/2023
Concord Wealth Partners187$36 12/31/2023
     VAW187$36 12/31/2023
Cape Investment Advisory Inc.189$36 12/31/2023
     VAW189$36 12/31/2023
CWM LLC170$35 03/31/2024
     VAW170$35 03/31/2024
Principal Securities Inc.182$35 12/31/2023
     VAW182$35 12/31/2023
C M Bidwell & Associates Ltd.185$35 12/31/2023
     VAW185$35 12/31/2023
Allworth Financial LP182$35 12/31/2023
     VAW182$35 12/31/2023
Long Island Wealth Management Inc.182$35 12/31/2023
     VAW182$35 12/31/2023
New Millennium Group LLC177$34 12/31/2023
     VAW177$34 12/31/2023
First PREMIER Bank151$31 03/31/2024
     VAW151$31 03/31/2024
Creative Financial Designs Inc. ADV166$31 12/31/2023
     VAW166$31 12/31/2023
Atlantic Edge Private Wealth Management LLC155$29 12/31/2023
     VAW155$29 12/31/2023
NBT Bank N A NY131$25 12/31/2023
     VAW131$25 12/31/2023
Hollencrest Capital Management125$24 12/31/2023
     VAW125$24 12/31/2023
Fairfield Bush & CO.115$22 12/31/2023
     VAW115$22 12/31/2023
GPS Wealth Strategies Group LLC108$21 12/31/2023
     VAW108$21 12/31/2023
Plante Moran Financial Advisors LLC104$20 12/31/2023
     VAW104$20 12/31/2023
Nomura Asset Management Co. Ltd.100$19 12/31/2023
     VAW100$19 12/31/2023
Gould Capital LLC100$19 12/31/2023
     VAW100$19 12/31/2023
Angeles Wealth Management LLC81$15 12/31/2023
     VAW81$15 12/31/2023
Main Street Group LTD78$15 12/31/2023
     VAW78$15 12/31/2023
Gables Capital Management Inc.75$14 12/31/2023
     VAW75$14 12/31/2023
ST Germain D J Co. Inc.65$13 03/31/2024
     VAW65$13 03/31/2024
Northwest Capital Management Inc62$13 03/31/2024
     VAW62$13 03/31/2024
Geneos Wealth Management Inc.67$13 12/31/2023
     VAW67$13 12/31/2023
IAG Wealth Partners LLC67$13 12/31/2023
     VAW67$13 12/31/2023
Independence Bank of Kentucky60$12 03/31/2024
     VAW60$12 03/31/2024
Fortis Group Advisors LLC62$12 12/31/2023
     VAW62$12 12/31/2023
Farther Finance Advisors LLC63$12 12/31/2023
     VAW63$12 12/31/2023
Farmers & Merchants Investments Inc.52$11 03/31/2024
     VAW52$11 03/31/2024
Aptus Capital Advisors LLC57$11 12/31/2023
     VAW57$11 12/31/2023
Missouri Trust & Investment Co56$11 12/31/2023
     VAW56$11 12/31/2023
Ameliora Wealth Management Ltd.51$10 03/31/2024
     VAW51$10 03/31/2024
Avion Wealth52$10 12/31/2023
     VAW52$10 12/31/2023
Barrett & Company Inc.44$9 03/31/2024
     VAW44$9 03/31/2024
Coastal Investment Advisors Inc.45$9 03/31/2024
     VAW45$9 03/31/2024
Monetary Management Group Inc.45$9 12/31/2023
     VAW45$9 12/31/2023
Blue Bell Private Wealth Management LLC49$9 12/31/2023
     VAW49$9 12/31/2023
Cutler Group LP $8 03/31/2024
     Call400$8 03/31/2024
     Put300$0 03/31/2024
Boyd Watterson Asset Management LLC OH43$8 12/31/2023
     VAW43$8 12/31/2023
Mascoma Wealth Management LLC40$8 12/31/2023
     VAW40$8 12/31/2023
Bogart Wealth LLC40$8 12/31/2023
     VAW40$8 12/31/2023
Salomon & Ludwin LLC42$8 12/31/2023
     VAW42$8 12/31/2023
Guardian Wealth Advisors LLC NC43$8 12/31/2023
     VAW43$8 12/31/2023
Evolution Advisers Inc.40$8 12/31/2023
     VAW40$8 12/31/2023
FinTrust Capital Advisors LLC37$7 12/31/2023
     VAW37$7 12/31/2023
Laurel Wealth Advisors LLC39$7 12/31/2023
     VAW39$7 12/31/2023
SOA Wealth Advisors LLC.27$6 03/31/2024
     VAW27$6 03/31/2024
Clearstead Advisors LLC32$6 12/31/2023
     VAW32$6 12/31/2023
Ameritas Investment Partners Inc.32$6 12/31/2023
     VAW32$6 12/31/2023
PSI Advisors LLC30$6 12/31/2023
     VAW30$6 12/31/2023
Founders Financial Alliance LLC32$6 12/31/2023
     VAW32$6 12/31/2023
Turtle Creek Wealth Advisors LLC29$6 12/31/2023
     VAW29$6 12/31/2023
South State CORP.25$5 12/31/2023
     VAW25$5 12/31/2023
National Bank of Canada FI25$5 12/31/2023
     VAW25$5 12/31/2023
Venturi Wealth Management LLC20$4 03/31/2024
     VAW20$4 03/31/2024
Rockbridge Investment Management LCC16$3 12/31/2023
     VAW16$3 12/31/2023
Coppell Advisory Solutions LLC14$3 12/31/2023
     VAW14$3 12/31/2023
Ulland Investment Advisors LLC15$3 12/31/2023
     VAW15$3 12/31/2023
PrairieView Partners LLC9$2 12/31/2023
     VAW9$2 12/31/2023
Sound Income Strategies LLC5$1 03/31/2024
     VAW5$1 03/31/2024
Opal Wealth Advisors LLC6$1 03/31/2024
     VAW6$1 03/31/2024
Glenmede Trust Co. NA4$1 12/31/2023
     VAW4$1 12/31/2023
Parkside Financial Bank & Trust6$1 12/31/2023
     VAW6$1 12/31/2023
Balentine LLC6$1 12/31/2023
     VAW6$1 12/31/2023
Sanctuary Wealth Management L.L.C.6$1 12/31/2023
     VAW6$1 12/31/2023
Larson Financial Group LLC5$1 12/31/2023
     VAW5$1 12/31/2023
Covestor Ltd4$1 12/31/2023
     VAW4$1 12/31/2023
BlackRock Inc.1$0 12/31/2023
     VAW1$0 12/31/2023
Financial Gravity Asset Management Inc.0$0 12/31/2023
     VAW0$0 12/31/2023
Jane Street Group LLC11,015$-75,037 12/31/2023
     Put212,100$100,896 12/31/2023
     Call53,500$23,767 12/31/2023
     VAW11,015$2,092 12/31/2023

See Summary: Institutional Holders of VAW
See Details: Top 10 Hedge Funds Holding VAW
Also See: VAW Holdings Changes

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