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Funds Holding VCEB

On this page, we present all of the funds holding VCEB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VCEB, with a link to that fund's top holdings. The next columns indicate the amount of VCEB stock held by each of the funds holding VCEB, followed by the VCEB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 41 funds holding VCEB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Adviser Investments LLC. For more details on the positions held by Adviser Investments LLC (or by any of the other funds holding VCEB), click the fund name in the "Holder" column of the funds-holding-VCEB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Adviser Investments LLC59,618$3,754 06/30/2022
     VCEB59,618$3,754 06/30/2022
Hanson & Doremus Investment Management54,734$3,446 06/30/2022
     VCEB54,734$3,446 06/30/2022
LPL Financial LLC35,683$2,247 06/30/2022
     VCEB35,683$2,247 06/30/2022
Parsec Financial Management Inc.35,551$2,238 06/30/2022
     VCEB35,551$2,238 06/30/2022
Anderson Fisher LLC31,088$1,958 06/30/2022
     VCEB31,088$1,958 06/30/2022
Jane Street Group LLC22,204$1,398 06/30/2022
     VCEB22,204$1,398 06/30/2022
Perigon Wealth Management LLC12,221$769 06/30/2022
     VCEB12,221$769 06/30/2022
Annapolis Financial Services LLC11,608$731 06/30/2022
     VCEB11,608$731 06/30/2022
Wedbush Securities Inc.11,554$727 06/30/2022
     VCEB11,554$727 06/30/2022
Cambridge Investment Research Advisors Inc.10,067$634 06/30/2022
     VCEB10,067$634 06/30/2022
Wells Fargo & Company MN9,930$625 06/30/2022
     VCEB9,930$625 06/30/2022
Advisor Group Holdings Inc.8,304$523 06/30/2022
     VCEB8,304$523 06/30/2022
West Financial Advisors LLC7,999$504 06/30/2022
     VCEB7,999$504 06/30/2022
Ameritas Investment Partners Inc.7,481$471 06/30/2022
     VCEB7,481$471 06/30/2022
New York Life Investment Management LLC6,807$429 06/30/2022
     VCEB6,807$429 06/30/2022
CI Investments Inc.6,106$384 06/30/2022
     VCEB6,106$384 06/30/2022
Willow Creek Wealth Management Inc.5,648$356 06/30/2022
     VCEB5,648$356 06/30/2022
Raymond James & Associates5,292$333 06/30/2022
     VCEB5,292$333 06/30/2022
Rehmann Capital Advisory Group5,211$328 06/30/2022
     VCEB5,211$328 06/30/2022
Creative Planning4,895$308 06/30/2022
     VCEB4,895$308 06/30/2022
Column Capital Advisors LLC303,026$303 06/30/2022
     VCEB303,026$303 06/30/2022
DHK Financial Advisors Inc.4,796$302 06/30/2022
     VCEB4,796$302 06/30/2022
Level Financial Advisors Inc.4,216$265 06/30/2022
     VCEB4,216$265 06/30/2022
Bank of America Corp DE2,530$159 06/30/2022
     VCEB2,530$159 06/30/2022
Baldrige Asset Management LLC2,110$133 06/30/2022
     VCEB2,110$133 06/30/2022
Royal Bank of Canada2,059$130 06/30/2022
     VCEB2,059$130 06/30/2022
Clearstead Advisors LLC1,977$124 06/30/2022
     VCEB1,977$124 06/30/2022
Bartlett & Co. LLC1,972$124 06/30/2022
     VCEB1,972$124 06/30/2022
The PNC Financial Services Group Inc.1,750$110 06/30/2022
     VCEB1,750$110 06/30/2022
Whittier Trust Co.1,730$109 06/30/2022
     VCEB1,730$109 06/30/2022
First Horizon Advisors Inc.1,715$108 06/30/2022
     VCEB1,715$108 06/30/2022
UBS Group AG1,257$79 06/30/2022
     VCEB1,257$79 06/30/2022
Spire Wealth Management1,201$76 06/30/2022
     VCEB1,201$76 06/30/2022
AdvisorNet Financial Inc1,102$69 06/30/2022
     VCEB1,102$69 06/30/2022
Charter Oak Capital Management LLC1,064$67 06/30/2022
     VCEB1,064$67 06/30/2022
Captrust Financial Advisors621$39 06/30/2022
     VCEB621$39 06/30/2022
AllSquare Wealth Management LLC564$36 06/30/2022
     VCEB564$36 06/30/2022
Allworth Financial LP418$26 06/30/2022
     VCEB418$26 06/30/2022
Coston McIsaac & Partners266$17 06/30/2022
     VCEB266$17 06/30/2022
Burleson & Company LLC200$13 06/30/2022
     VCEB200$13 06/30/2022
Bluestem Financial Advisors LLC21,266$1 06/30/2022
     VCEB21,266$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     Put0$0 06/30/2022
     Call0$0 06/30/2022
     VCEB0$0 06/30/2022

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

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