HoldingsChannel.com
Funds Holding VTES

On this page, we present all of the funds holding VTES from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VTES, with a link to that fund's top holdings. The next columns indicate the amount of VTES stock held by each of the funds holding VTES, followed by the VTES position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 77 funds holding VTES within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Jane Street Group LLC. For more details on the positions held by Jane Street Group LLC (or by any of the other funds holding VTES), click the fund name in the "Holder" column of the funds-holding-VTES table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Jane Street Group LLC946,027$95,937 12/31/2023
     VTES946,027$95,937 12/31/2023
Wescott Financial Advisory Group LLC481,044$48,783 12/31/2023
     VTES481,044$48,783 12/31/2023
Beaird Harris Wealth Management LLC183,190$18,577 12/31/2023
     VTES183,190$18,577 12/31/2023
Wealth Enhancement Advisory Services LLC70,531$7,102 03/31/2024
     VTES70,531$7,102 03/31/2024
Capital Investment Services of America Inc.65,850$6,678 12/31/2023
     VTES65,850$6,678 12/31/2023
Bank of Montreal Can61,500$6,060 12/31/2023
     VTES61,500$6,060 12/31/2023
Landmark Financial Advisors LLC53,118$5,387 12/31/2023
     VTES53,118$5,387 12/31/2023
Raymond James & Associates48,793$4,913 03/31/2024
     VTES48,793$4,913 03/31/2024
Bank of America Corp DE46,844$4,750 12/31/2023
     VTES46,844$4,750 12/31/2023
Financial Counselors Inc.39,025$3,958 12/31/2023
     VTES39,025$3,958 12/31/2023
Evanson Asset Management LLC25,091$2,527 03/31/2024
     VTES25,091$2,527 03/31/2024
Taylor Cottrill Erickson & Associates Inc.23,745$2,408 12/31/2023
     VTES23,745$2,408 12/31/2023
Diversified Portfolios Inc.20,399$2,069 12/31/2023
     VTES20,399$2,069 12/31/2023
Kades & Cheifetz LLC19,518$1,979 12/31/2023
     VTES19,518$1,979 12/31/2023
Sterling Financial Planning Inc.17,464$1,771 12/31/2023
     VTES17,464$1,771 12/31/2023
Firestone Capital Management16,692$1,693 12/31/2023
     VTES16,692$1,693 12/31/2023
Mayport LLC16,530$1,665 03/31/2024
     VTES16,530$1,665 03/31/2024
Silver Oak Advisory Group Inc.15,918$1,614 12/31/2023
     VTES15,918$1,614 12/31/2023
Financial Engines Advisors L.L.C.13,560$1,375 12/31/2023
     VTES13,560$1,375 12/31/2023
Sunesis Advisors LLC11,984$1,215 12/31/2023
     VTES11,984$1,215 12/31/2023
Planning Center Inc.11,127$1,120 03/31/2024
     VTES11,127$1,120 03/31/2024
Eldridge Investment Advisors Inc.10,412$1,056 12/31/2023
     VTES10,412$1,056 12/31/2023
Single Point Partners LLC9,864$993 03/31/2024
     VTES9,864$993 03/31/2024
Bowman & Co S.C.9,715$978 03/31/2024
     VTES9,715$978 03/31/2024
Cetera Investment Advisers8,509$863 12/31/2023
     VTES8,509$863 12/31/2023
Private Advisor Group LLC8,374$849 12/31/2023
     VTES8,374$849 12/31/2023
Sinecera Capital LLC7,784$784 03/31/2024
     VTES7,784$784 03/31/2024
Commonwealth Equity Services LLC7,725$783 12/31/2023
     VTES7,725$783 12/31/2023
Cambridge Investment Research Advisors Inc.7,620$767 03/31/2024
     VTES7,620$767 03/31/2024
Watchman Group Inc.7,356$746 12/31/2023
     VTES7,356$746 12/31/2023
Waldron Private Wealth LLC7,128$722 12/31/2023
     VTES7,128$722 12/31/2023
Susquehanna International Group LLP6,984$708 12/31/2023
     VTES6,984$708 12/31/2023
RFP Financial Group LLC6,911$701 12/31/2023
     VTES6,911$701 12/31/2023
Stone Point Wealth LLC6,872$697 12/31/2023
     VTES6,872$697 12/31/2023
RCS Financial Planning LLC5,942$598 03/31/2024
     VTES5,942$598 03/31/2024
Walleye Capital LLC5,559$564 12/31/2023
     VTES5,559$564 12/31/2023
Flow Traders U.S. LLC5,121$519 12/31/2023
     VTES5,121$519 12/31/2023
Francis Financial Inc.4,599$463 03/31/2024
     VTES4,599$463 03/31/2024
Raymond James Financial Services Advisors Inc.4,563$460 03/31/2024
     VTES4,563$460 03/31/2024
HBK Sorce Advisory LLC4,284$434 12/31/2023
     VTES4,284$434 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,169$423 12/31/2023
     VTES4,169$423 12/31/2023
Fiduciary Trust Co.3,977$403 12/31/2023
     VTES3,977$403 12/31/2023
PrairieView Partners LLC3,883$394 12/31/2023
     VTES3,883$394 12/31/2023
Life Planning Partners Inc3,818$387 12/31/2023
     VTES3,818$387 12/31/2023
Daymark Wealth Partners LLC3,771$380 03/31/2024
     VTES3,771$380 03/31/2024
CI Private Wealth LLC3,610$366 12/31/2023
     VTES3,610$366 12/31/2023
Resources Investment Advisors LLC.3,452$350 12/31/2023
     VTES3,452$350 12/31/2023
Laurel Wealth Advisors LLC3,451$350 12/31/2023
     VTES3,451$350 12/31/2023
Integrity Wealth Solutions LLC3,430$345 03/31/2024
     VTES3,430$345 03/31/2024
Raymond James Trust N.A.3,096$312 03/31/2024
     VTES3,096$312 03/31/2024
FinTrust Capital Advisors LLC3,050$309 12/31/2023
     VTES3,050$309 12/31/2023
Avaii Wealth Management LLC3,012$305 12/31/2023
     VTES3,012$305 12/31/2023
Mission Wealth Management LP2,890$293 12/31/2023
     VTES2,890$293 12/31/2023
Advisor Group Holdings Inc.2,829$287 12/31/2023
     VTES2,829$287 12/31/2023
UBS Group AG2,509$254 12/31/2023
     VTES2,509$254 12/31/2023
Brown Wealth Management LLC2,507$254 12/31/2023
     VTES2,507$254 12/31/2023
Ritter Daniher Financial Advisory LLC DE2,450$248 12/31/2023
     VTES2,450$248 12/31/2023
Lakewood Asset Management LLC2,409$243 03/31/2024
     VTES2,409$243 03/31/2024
Grant Street Asset Management Inc.2,291$232 12/31/2023
     VTES2,291$232 12/31/2023
Level Financial Advisors Inc.2,292$231 03/31/2024
     VTES2,292$231 03/31/2024
Envestnet Asset Management Inc.2,280$231 12/31/2023
     VTES2,280$231 12/31/2023
Townsquare Capital LLC2,203$223 12/31/2023
     VTES2,203$223 12/31/2023
Cetera Advisor Networks LLC2,185$222 12/31/2023
     VTES2,185$222 12/31/2023
Main Street Financial Solutions LLC2,168$218 03/31/2024
     VTES2,168$218 03/31/2024
Creative Financial Designs Inc. ADV2,080$211 12/31/2023
     VTES2,080$211 12/31/2023
Carolinas Wealth Consulting LLC2,025$205 12/31/2023
     VTES2,025$205 12/31/2023
Cambridge Trust Co.882$89 12/31/2023
     VTES882$89 12/31/2023
Financial Management Professionals Inc.700$70 03/31/2024
     VTES700$70 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC500$51 12/31/2023
     VTES500$51 12/31/2023
Farther Finance Advisors LLC500$51 12/31/2023
     VTES500$51 12/31/2023
Ancora Advisors LLC348$35 12/31/2023
     VTES348$35 12/31/2023
Annapolis Financial Services LLC268$27 03/31/2024
     VTES268$27 03/31/2024
Harbour Investments Inc.250$25 12/31/2023
     VTES250$25 12/31/2023
Morgan Stanley76$8 12/31/2023
     VTES76$8 12/31/2023
Penserra Capital Management LLC73$7 12/31/2023
     VTES73$7 12/31/2023
Main Street Group LTD $3 12/31/2023
     EQUITY FUNDS70$3 12/31/2023
FMR LLC1$0 12/31/2023
     VTES1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     VTES0$0 12/31/2023

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

Quotes delayed 20 minutes

Email EnvelopeFree VTES Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding VTES | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.