On this page, we present all of the funds holding VOTE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VOTE, with a link to that fund's top holdings. The next columns indicate the amount of VOTE stock held by each of the funds holding VOTE, followed by the VOTE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 62 funds holding VOTE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding VOTE), click the fund name in the "Holder" column of the funds-holding-VOTE table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
JPMorgan Chase & Co. | 1,685,595 | $93,753 | 12/31/2023 |
VOTE | 1,685,595 | $93,753 | 12/31/2023 |
Jordan Park Group LLC | 1,206,696 | $67,116 | 12/31/2023 |
VOTE | 1,206,696 | $67,116 | 12/31/2023 |
Angeles Investment Advisors LLC | 1,014,623 | $56,433 | 12/31/2023 |
VOTE | 1,014,623 | $56,433 | 12/31/2023 |
Betterment LLC | 964,591 | $53,651 | 12/31/2023 |
VOTE | 964,591 | $53,651 | 12/31/2023 |
Thrivent Financial for Lutherans | 669,601 | $37,243 | 12/31/2023 |
VOTE | 669,601 | $37,243 | 12/31/2023 |
The PNC Financial Services Group Inc. | 583,958 | $32,480 | 12/31/2023 |
VOTE | 583,958 | $32,480 | 12/31/2023 |
Goldman Sachs Group Inc. | 350,128 | $19,474 | 12/31/2023 |
VOTE | 350,128 | $19,474 | 12/31/2023 |
Litman Gregory Asset Management LLC | 187,136 | $10,409 | 12/31/2023 |
VOTE | 187,136 | $10,409 | 12/31/2023 |
Bank of America Corp DE | 180,738 | $10,053 | 12/31/2023 |
VOTE | 180,738 | $10,053 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 152,322 | $8,472 | 12/31/2023 |
VOTE | 152,322 | $8,472 | 12/31/2023 |
Pathstone Holdings LLC | 114,627 | $6,376 | 12/31/2023 |
VOTE | 114,627 | $6,376 | 12/31/2023 |
Values Added Financial LLC | 95,701 | $5,862 | 03/31/2024 |
VOTE | 95,701 | $5,862 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 88,286 | $5,408 | 03/31/2024 |
VOTE | 88,286 | $5,408 | 03/31/2024 |
Financial Insights Inc. | 86,827 | $5,318 | 03/31/2024 |
VOTE | 86,827 | $5,318 | 03/31/2024 |
Mutual Advisors LLC | 83,536 | $4,646 | 12/31/2023 |
VOTE | 83,536 | $4,646 | 12/31/2023 |
Phoenix Wealth Advisors | 53,716 | $3,290 | 03/31/2024 |
VOTE | 53,716 | $3,290 | 03/31/2024 |
Bank of New York Mellon Corp | 53,398 | $3,271 | 03/31/2024 |
VOTE | 53,398 | $3,271 | 03/31/2024 |
Susquehanna International Group LLP | 42,092 | $2,341 | 12/31/2023 |
VOTE | 42,092 | $2,341 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 24,509 | $1,363 | 12/31/2023 |
VOTE | 24,509 | $1,363 | 12/31/2023 |
Aspiriant LLC | 19,316 | $1,183 | 03/31/2024 |
VOTE | 19,316 | $1,183 | 03/31/2024 |
Brighton Jones LLC | 21,122 | $1,175 | 12/31/2023 |
VOTE | 21,122 | $1,175 | 12/31/2023 |
Tower Research Capital LLC TRC | 20,871 | $1,161 | 12/31/2023 |
VOTE | 20,871 | $1,161 | 12/31/2023 |
Mission Wealth Management LP | 16,683 | $928 | 12/31/2023 |
VOTE | 16,683 | $928 | 12/31/2023 |
Hirtle Callaghan & Co LLC | 15,966 | $888 | 12/31/2023 |
VOTE | 15,966 | $888 | 12/31/2023 |
Morgan Stanley | 13,725 | $763 | 12/31/2023 |
VOTE | 13,725 | $763 | 12/31/2023 |
Sage Advisory Services Ltd.Co. | 11,476 | $703 | 03/31/2024 |
VOTE | 11,476 | $703 | 03/31/2024 |
Valeo Financial Advisors LLC | 10,348 | $612 | 03/31/2024 |
VOTE | 10,348 | $612 | 03/31/2024 |
GTS Securities LLC | 10,892 | $606 | 12/31/2023 |
VOTE | 10,892 | $606 | 12/31/2023 |
Kestra Advisory Services LLC | 9,249 | $514 | 12/31/2023 |
VOTE | 9,249 | $514 | 12/31/2023 |
Portland Global Advisors LLC | 8,380 | $466 | 12/31/2023 |
VOTE | 8,380 | $466 | 12/31/2023 |
Fiduciary Trust Co. | 8,045 | $447 | 12/31/2023 |
VOTE | 8,045 | $447 | 12/31/2023 |
Advisory Services Network LLC | 7,626 | $424 | 12/31/2023 |
VOTE | 7,626 | $424 | 12/31/2023 |
Stephens Consulting LLC | 6,499 | $398 | 03/31/2024 |
VOTE | 6,499 | $398 | 03/31/2024 |
Boston Private Wealth LLC | 6,090 | $339 | 12/31/2023 |
VOTE | 6,090 | $339 | 12/31/2023 |
Creative Planning | 5,815 | $323 | 12/31/2023 |
VOTE | 5,815 | $323 | 12/31/2023 |
CAPROCK Group Inc. | 4,706 | $288 | 03/31/2024 |
VOTE | 4,706 | $288 | 03/31/2024 |
JMG Financial Group Ltd. | 4,982 | $277 | 12/31/2023 |
VOTE | 4,982 | $277 | 12/31/2023 |
Atria Wealth Solutions Inc. | 4,866 | $271 | 12/31/2023 |
VOTE | 4,866 | $271 | 12/31/2023 |
Woodmont Investment Counsel LLC | 4,181 | $256 | 03/31/2024 |
VOTE | 4,181 | $256 | 03/31/2024 |
Capasso Planning Partners LLC | 4,134 | $253 | 03/31/2024 |
VOTE | 4,134 | $253 | 03/31/2024 |
LPL Financial LLC | 4,465 | $248 | 12/31/2023 |
VOTE | 4,465 | $248 | 12/31/2023 |
Two Sigma Investments LP | 4,200 | $234 | 12/31/2023 |
VOTE | 4,200 | $234 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,185 | $233 | 12/31/2023 |
VOTE | 4,185 | $233 | 12/31/2023 |
Royal Bank of Canada | 3,998 | $222 | 12/31/2023 |
VOTE | 3,998 | $222 | 12/31/2023 |
Buckingham Strategic Partners | 3,707 | $206 | 12/31/2023 |
VOTE | 3,707 | $206 | 12/31/2023 |
Parallel Advisors LLC | 1,993 | $111 | 12/31/2023 |
VOTE | 1,993 | $111 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 923 | $57 | 03/31/2024 |
VOTE | 923 | $57 | 03/31/2024 |
Capital Analysts LLC | 978 | $54 | 12/31/2023 |
VOTE | 978 | $54 | 12/31/2023 |
Advisor Group Holdings Inc. | 488 | $27 | 12/31/2023 |
VOTE | 488 | $27 | 12/31/2023 |
AdvisorNet Financial Inc | 388 | $24 | 03/31/2024 |
VOTE | 388 | $24 | 03/31/2024 |
Mather Group LLC. | 200 | $12 | 03/31/2024 |
VOTE | 200 | $12 | 03/31/2024 |
GoalVest Advisory LLC | 135 | $8 | 03/31/2024 |
VOTE | 135 | $8 | 03/31/2024 |
US Bancorp DE | 100 | $6 | 12/31/2023 |
VOTE | 100 | $6 | 12/31/2023 |
FMR LLC | 89 | $5 | 12/31/2023 |
VOTE | 89 | $5 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 96 | $5 | 12/31/2023 |
VOTE | 96 | $5 | 12/31/2023 |
Financial Connections Group Inc. | 68 | $4 | 12/31/2023 |
VOTE | 68 | $4 | 12/31/2023 |
Baldwin Brothers Inc. MA | 50 | $3 | 03/31/2024 |
VOTE | 50 | $3 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 20 | $1 | 12/31/2023 |
VOTE | 20 | $1 | 12/31/2023 |
Ruedi Wealth Management Inc. | 21 | $1 | 12/31/2023 |
VOTE | 21 | $1 | 12/31/2023 |
Farther Finance Advisors LLC | 11 | $1 | 12/31/2023 |
VOTE | 11 | $1 | 12/31/2023 |
Trust Co | 7 | $0 | 03/31/2024 |
VOTE | 7 | $0 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
VOTE | 0 | $0 | 12/31/2023 |
Sandy Spring Bank | 2 | $0 | 12/31/2023 |
VOTE | 2 | $0 | 12/31/2023 |
See Summary: Institutional Holders of VOTE
See Details: Top 10 Hedge Funds Holding VOTE
Also See: VOTE Holdings Changes
Free VOTE Email Alerts: Get Dividend Alerts Get SEC Filing Alerts |