HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VAW Share Count | ||||
| Beacon Capital Management Inc. | 262,834 | 844,957 | +582,123 | +221.48% |
| Executive Wealth Group LLC | 1,191 | 3,577 | +2,386 | +200.34% |
| Exchange Traded Concepts LLC | 13,100 | 25,253 | +12,153 | +92.77% |
| O ROURKE & COMPANY Inc | 1,445 | 1,696 | +251 | +17.37% |
| CWM LLC | 163 | 170 | +7 | +4.29% |
| 180 Wealth Advisors LLC | 3,973 | 4,123 | +150 | +3.78% |
| Retirement Planning Group | 2,165 | 2,246 | +81 | +3.74% |
| Massmutual Trust Co. FSB ADV | 9,273 | 9,520 | +247 | +2.66% |
| Atlas Capital Advisors LLC | 6,972 | 7,141 | +169 | +2.42% |
| Stratos Wealth Partners LTD. | 4,544 | 4,640 | +96 | +2.11% |
| Exchange Capital Management Inc. | 24,232 | 24,704 | +472 | +1.95% |
| Wealthcare Advisory Partners LLC | 15,402 | 15,637 | +235 | +1.53% |
| Wealth Enhancement Advisory Services LLC | 7,202 | 7,269 | +67 | +0.93% |
| Dentgroup LLC | 3,248 | 3,258 | +10 | +0.31% |
| Congress Wealth Management LLC DE | 3,371 | 3,376 | +5 | +0.15% |
| Cranbrook Wealth Management LLC | 2,063 | 2,064 | +1 | +0.05% |
| 13F Filers Reporting New Positions In VAW | ||||
| Woodmont Investment Counsel LLC | 0 | 250 | +250 | +100% |
| Opal Wealth Advisors LLC | 0 | 6 | +6 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| ST Germain D J Co. Inc. | 65 | 65 | UNCH | 0.00% |
| Barrett & Company Inc. | 44 | 44 | UNCH | 0.00% |
| Norwood Financial Corp | 1,184 | 1,184 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 52 | 52 | UNCH | 0.00% |
| Aspiriant LLC | 2,995 | 2,995 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 317 | 317 | UNCH | 0.00% |
| Mather Group LLC. | 3,135 | 3,135 | UNCH | 0.00% |
| First PREMIER Bank | 151 | 151 | UNCH | 0.00% |
| Northwest Capital Management Inc | 62 | 62 | UNCH | 0.00% |
| Sound Income Strategies LLC | 5 | 5 | UNCH | 0.00% |
| Versant Capital Management Inc | 5,094 | 5,094 | UNCH | 0.00% |
| Pathway Financial Advisors LLC | 7,240 | 7,240 | UNCH | 0.00% |
| Davis Capital Management | 378 | 378 | UNCH | 0.00% |
| BNC Wealth Management LLC | 1,996 | 1,996 | UNCH | 0.00% |
| Collective Family Office LLC | 1,981 | 1,981 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 27 | 27 | UNCH | 0.00% |
| Alliance Wealth Advisors LLC | 2,595 | 2,595 | UNCH | 0.00% |
| Ameliora Wealth Management Ltd. | 51 | 51 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 410 | 410 | UNCH | 0.00% |
| 13F Filers Decreasing VAW Share Count | ||||
| CX Institutional | 4,393 | 1,477 | -2,916 | -66.38% |
| Fifth Third Securities Inc. | 3,644 | 1,799 | -1,845 | -50.63% |
| Independence Bank of Kentucky | 90 | 60 | -30 | -33.33% |
| Webster Bank N. A. | 316 | 275 | -41 | -12.97% |
| Sharper & Granite LLC | 5,879 | 5,356 | -523 | -8.90% |
| First Financialcorp IN | 3,241 | 3,052 | -189 | -5.83% |
| City State Bank | 4,324 | 4,109 | -215 | -4.97% |
| Atticus Wealth Management LLC | 1,062 | 1,013 | -49 | -4.61% |
| WBH Advisory Inc. | 4,812 | 4,601 | -211 | -4.38% |
| NorthCrest Asset Manangement LLC | 3,704 | 3,613 | -91 | -2.46% |
| Park National Corp OH | 9,486 | 9,403 | -83 | -0.87% |
| Boltwood Capital Management | 1,086 | 1,081 | -5 | -0.46% |
| 13F Filers Exiting VAW | ||||
| Evergreen Private Wealth LLC | 10 | 0 | -10 | -100.00% |
| Annapolis Financial Services LLC | 52 | 0 | -52 | -100.00% |
| Praetorian Wealth Management Inc. | 2,563 | 0 | -2,563 | -100.00% |
| International Assets Investment Management LLC | 950 | 0 | -950 | -100.00% |
| Perennial Advisors LLC | 10,354 | 0 | -10,354 | -100.00% |
| Morris Financial Concepts Inc. | 26 | 0 | -26 | -100.00% |
| Park Avenue Securities LLC | 2,022 | 0 | -2,022 | -100.00% |
See Summary: Institutional Holders of VAW
See Details: Top 10 Hedge Funds Holding VAW
