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Funds Holding VTWV

On this page, we present all of the funds holding VTWV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VTWV, with a link to that fund's top holdings. The next columns indicate the amount of VTWV stock held by each of the funds holding VTWV, followed by the VTWV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 144 funds holding VTWV 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 VTWV), click the fund name in the "Holder" column of the funds-holding-VTWV table below.

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 LLC125,943$17,201 12/31/2023
     VTWV125,943$17,201 12/31/2023
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
Savant Capital LLC53,569$7,316 12/31/2023
     VTWV53,569$7,316 12/31/2023
Taddei Ludwig & Associates Inc.51,087$6,978 12/31/2023
     VTWV51,087$6,978 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
Red Cedar Investment Management LLC37,624$5,261 03/31/2024
     VTWV37,624$5,261 03/31/2024
Adviser Investments LLC37,733$5,154 12/31/2023
     VTWV37,733$5,154 12/31/2023
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
Simplex Trading LLC $4,304 12/31/2023
     Call105,300$7,211 12/31/2023
     Put45,900$2,931 12/31/2023
     VTWV182$24 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
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
Jmac Enterprises LLC21,855$2,985 12/31/2023
     VTWV21,855$2,985 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
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
Phoenix Wealth Advisors14,109$1,918 12/31/2023
     VTWV14,109$1,918 12/31/2023
Baird Financial Group Inc.13,910$1,900 12/31/2023
     VTWV13,910$1,900 12/31/2023
Envestnet Asset Management Inc.13,029$1,779 12/31/2023
     VTWV13,029$1,779 12/31/2023
Carl Stuart Investment Advisor Inc.12,997$1,775 12/31/2023
     VTWV12,997$1,775 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
LBJ Family Wealth Advisors Ltd.10,721$1,499 03/31/2024
     VTWV10,721$1,499 03/31/2024
Institute for Wealth Management LLC.10,961$1,497 12/31/2023
     VTWV10,961$1,497 12/31/2023
Commonwealth Equity Services LLC10,603$1,448 12/31/2023
     VTWV10,603$1,448 12/31/2023
Commerce Bank10,360$1,415 12/31/2023
     VTWV10,360$1,415 12/31/2023
Monticello Wealth Management LLC10,018$1,368 12/31/2023
     VTWV10,018$1,368 12/31/2023
Private Advisor Group LLC9,617$1,314 12/31/2023
     VTWV9,617$1,314 12/31/2023
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
Tobias Financial Advisors Inc.7,661$1,046 12/31/2023
     VTWV7,661$1,046 12/31/2023
First Citizens Asset Management Inc.7,657$1,046 12/31/2023
     VTWV7,657$1,046 12/31/2023
CI Private Wealth LLC7,430$1,015 12/31/2023
     VTWV7,430$1,015 12/31/2023
Operose Advisors LLC7,418$1,013 12/31/2023
     VTWV7,418$1,013 12/31/2023
Miracle Mile Advisors LLC7,195$1,006 03/31/2024
     VTWV7,195$1,006 03/31/2024
Topel & Distasi Wealth Management LLC7,164$978 12/31/2023
     VTWV7,164$978 12/31/2023
Parkside Financial Bank & Trust7,144$976 12/31/2023
     VTWV7,144$976 12/31/2023
Advisor Group Holdings Inc.6,685$914 12/31/2023
     VTWV6,685$914 12/31/2023
Boston Private Wealth LLC6,684$913 12/31/2023
     VTWV6,684$913 12/31/2023
FourThought Financial Partners LLC6,427$878 12/31/2023
     VTWV6,427$878 12/31/2023
Roundview Capital LLC6,179$844 12/31/2023
     VTWV6,179$844 12/31/2023
Eqis Capital Management Inc.6,177$844 12/31/2023
     VTWV6,177$844 12/31/2023
Bremer Bank National Association5,605$784 03/31/2024
     VTWV5,605$784 03/31/2024
Atria Wealth Solutions Inc.5,463$746 12/31/2023
     VTWV5,463$746 12/31/2023
Janney Montgomery Scott LLC5,178$707 12/31/2023
     VTWV5,178$707 12/31/2023
Allegheny Financial Group LTD5,107$698 12/31/2023
     VTWV5,107$698 12/31/2023
McLean Asset Management Corp4,905$676 03/31/2024
     VTWV4,905$676 03/31/2024
Kiely Wealth Advisory Group Inc.4,626$617 12/31/2023
     VTWV4,626$617 12/31/2023
Truist Financial Corp4,438$606 12/31/2023
     VTWV4,438$606 12/31/2023
Oppenheimer & Co. Inc.4,328$591 12/31/2023
     VTWV4,328$591 12/31/2023
Bank of Montreal Can4,115$571 12/31/2023
     VTWV4,115$571 12/31/2023
Advisory Services Network LLC4,137$565 12/31/2023
     VTWV4,137$565 12/31/2023
Raymond James Financial Services Advisors Inc.3,980$557 03/31/2024
     VTWV3,980$557 03/31/2024
Vawter Financial Ltd.3,945$539 12/31/2023
     VTWV3,945$539 12/31/2023
Fiduciary Trust Co.3,610$493 12/31/2023
     VTWV3,610$493 12/31/2023
Neuberger Berman Group LLC3,496$477 12/31/2023
     VTWV3,496$477 12/31/2023
Mariner LLC3,422$467 12/31/2023
     VTWV3,422$467 12/31/2023
HC Advisors LLC3,417$467 12/31/2023
     VTWV3,417$467 12/31/2023
Wealth Enhancement Advisory Services LLC3,149$440 03/31/2024
     VTWV3,149$440 03/31/2024
MML Investors Services LLC3,135$428 12/31/2023
     VTWV3,135$428 12/31/2023
GWM Advisors LLC3,174$420 12/31/2023
     VTWV3,174$420 12/31/2023
Lido Advisors LLC3,073$420 12/31/2023
     VTWV3,073$420 12/31/2023
Stordahl Capital Management Inc.2,936$411 03/31/2024
     VTWV2,936$411 03/31/2024
Kestra Private Wealth Services LLC3,000$410 12/31/2023
     VTWV3,000$410 12/31/2023
Wealthcare Advisory Partners LLC2,900$406 03/31/2024
     VTWV2,900$406 03/31/2024
Glass Jacobson Investment Advisors llc2,954$403 12/31/2023
     VTWV2,954$403 12/31/2023
Vance Wealth Inc.2,801$383 12/31/2023
     VTWV2,801$383 12/31/2023
Bailard Inc.2,714$371 12/31/2023
     VTWV2,714$371 12/31/2023
Beacon Pointe Advisors LLC2,587$353 12/31/2023
     VTWV2,587$353 12/31/2023
Financial Advisory Service Inc.2,549$348 12/31/2023
     VTWV2,549$348 12/31/2023
RMB Capital Management LLC2,528$345 12/31/2023
     VTWV2,528$345 12/31/2023
Cornerstone Wealth Management LLC2,427$339 03/31/2024
     VTWV2,427$339 03/31/2024
Moneta Group Investment Advisors LLC2,425$331 12/31/2023
     VTWV2,425$331 12/31/2023
Comerica Bank2,386$326 12/31/2023
     VTWV2,386$326 12/31/2023
Prudential Financial Inc.2,272$310 12/31/2023
     VTWV2,272$310 12/31/2023
Avantax Advisory Services Inc.2,191$299 12/31/2023
     VTWV2,191$299 12/31/2023
Portland Global Advisors LLC2,100$287 12/31/2023
     VTWV2,100$287 12/31/2023
Sequoia Financial Advisors LLC1,782$243 12/31/2023
     VTWV1,782$243 12/31/2023
First Western Trust Bank1,738$237 12/31/2023
     VTWV1,738$237 12/31/2023
Indiana Trust & Investment Management CO1,670$233 03/31/2024
     VTWV1,670$233 03/31/2024
Bank of New York Mellon Corp1,700$232 12/31/2023
     VTWV1,700$232 12/31/2023
TRUE Private Wealth Advisors1,650$225 12/31/2023
     VTWV1,650$225 12/31/2023
First Citizens Bank & Trust Co.1,588$222 03/31/2024
     VTWV1,588$222 03/31/2024
Northwestern Mutual Wealth Management Co.1,599$218 12/31/2023
     VTWV1,599$218 12/31/2023
Perigon Wealth Management LLC1,586$217 12/31/2023
     VTWV1,586$217 12/31/2023
Granger Management LLC1,570$214 12/31/2023
     VTWV1,570$214 12/31/2023
Strategies Wealth Advisors LLC1,505$210 03/31/2024
     VTWV1,505$210 03/31/2024
ORG Partners LLC1,106$151 12/31/2023
     VTWV1,106$151 12/31/2023
Archer Investment Corp1,019$139 12/31/2023
     VTWV1,019$139 12/31/2023
Creative Financial Designs Inc. ADV825$113 12/31/2023
     VTWV825$113 12/31/2023
Allworth Financial LP765$104 12/31/2023
     VTWV765$104 12/31/2023
National Bank of Canada FI715$97 12/31/2023
     VTWV715$97 12/31/2023
First Manhattan Co.700$96 12/31/2023
     VTWV700$96 12/31/2023
Baystate Wealth Management LLC558$76 12/31/2023
     VTWV558$76 12/31/2023
Harbour Investments Inc.484$66 12/31/2023
     VTWV484$66 12/31/2023
Global Retirement Partners LLC359$50 03/31/2024
     VTWV359$50 03/31/2024
Gleason Group Inc.288$40 03/31/2024
     VTWV288$40 03/31/2024
Glenmede Trust Co. NA238$33 12/31/2023
     VTWV238$33 12/31/2023
McIlrath & Eck LLC196$27 12/31/2023
     VTWV196$27 12/31/2023
Asset Dedication LLC174$24 03/31/2024
     VTWV174$24 03/31/2024
Bear Mountain Capital Inc.188$24 12/31/2023
     VTWV188$24 12/31/2023
FMR LLC112$15 12/31/2023
     VTWV112$15 12/31/2023
AlphaCore Capital LLC111$15 12/31/2023
     VTWV111$15 12/31/2023
Aptus Capital Advisors LLC100$14 12/31/2023
     VTWV100$14 12/31/2023
MCF Advisors LLC89$12 03/31/2024
     VTWV89$12 03/31/2024
Sandy Spring Bank78$11 12/31/2023
     VTWV78$11 12/31/2023
Eukles Asset Management78$11 12/31/2023
     VTWV78$11 12/31/2023
Robinson Capital Management LLC50$7 12/31/2023
     VTWV50$7 12/31/2023
Silicon Valley Capital Partners54$7 12/31/2023
     VTWV54$7 12/31/2023
Salomon & Ludwin LLC51$7 12/31/2023
     VTWV51$7 12/31/2023
Ronald Blue Trust Inc.49$7 12/31/2023
     VTWV49$7 12/31/2023
The PNC Financial Services Group Inc.47$6 12/31/2023
     VTWV47$6 12/31/2023
NBC Securities Inc.35$5 03/31/2024
     VTWV35$5 03/31/2024
Geneos Wealth Management Inc.20$3 12/31/2023
     VTWV20$3 12/31/2023
WASHINGTON TRUST Co13$2 03/31/2024
     VTWV13$2 03/31/2024
Steward Partners Investment Advisory LLC13$2 12/31/2023
     VTWV13$2 12/31/2023
Qube Research & Technologies Ltd15$2 12/31/2023
     VTWV15$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     VTWV0$0 12/31/2023
Evermay Wealth Management LLC1$0 12/31/2023
     VTWV1$0 12/31/2023
FinTrust Capital Advisors LLC5$0 12/31/2023
     VTWV5$0 12/31/2023
Financial Gravity Asset Management Inc.3$0 12/31/2023
     VTWV3$0 12/31/2023
Cardinal Strategic Wealth Guidance1$0 12/31/2023
     VTWV1$0 12/31/2023

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

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