HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VIOV Share Count | ||||
| Sigma Planning Corp | 10,420 | 13,806 | +3,386 | +32.50% |
| Saxon Interests Inc. | 27,696 | 33,281 | +5,585 | +20.17% |
| Global Retirement Partners LLC | 31,459 | 36,217 | +4,758 | +15.12% |
| Phillips Financial Management LLC | 13,994 | 15,885 | +1,891 | +13.51% |
| Raymond James & Associates | 161,220 | 178,871 | +17,651 | +10.95% |
| Red Door Wealth Management LLC | 18,550 | 20,301 | +1,751 | +9.44% |
| Saxony Capital Management LLC | 2,412 | 2,558 | +146 | +6.05% |
| Silverlake Wealth Management LLC | 3,151 | 3,314 | +163 | +5.17% |
| Valley National Advisers Inc. | 69,964 | 73,490 | +3,526 | +5.04% |
| Janney Montgomery Scott LLC | 7,658 | 7,994 | +336 | +4.39% |
| Mokosak Advisory Group LLC | 83,165 | 86,729 | +3,564 | +4.29% |
| Legend Financial Advisors Inc. | 85,572 | 88,723 | +3,151 | +3.68% |
| Asset Planning Corporation | 99,003 | 101,440 | +2,437 | +2.46% |
| N.E.W. Advisory Services LLC | 566,324 | 579,890 | +13,566 | +2.40% |
| Silver Oak Advisory Group Inc. | 96,295 | 98,575 | +2,280 | +2.37% |
| Miracle Mile Advisors LLC | 18,559 | 18,978 | +419 | +2.26% |
| Larson Financial Group LLC | 743 | 757 | +14 | +1.88% |
| Wealth Enhancement Advisory Services LLC | 21,823 | 22,212 | +389 | +1.78% |
| Adviser Investments LLC | 6,861 | 6,949 | +88 | +1.28% |
| Financial Strategies Group Inc. | 8,662 | 8,737 | +75 | +0.87% |
| One Day In July LLC | 217,901 | 219,588 | +1,687 | +0.77% |
| Resonant Capital Advisors LLC | 35,373 | 35,592 | +219 | +0.62% |
| Sierra Capital LLC | 20,636 | 20,728 | +92 | +0.45% |
| Chicago Partners Investment Group LLC | 3,533 | 3,542 | +9 | +0.25% |
| CWM LLC | 93,793 | 94,001 | +208 | +0.22% |
| Financial Freedom LLC | 6,321 | 6,329 | +8 | +0.13% |
| Financial Advisory Service Inc. | 3,588 | 3,592 | +4 | +0.11% |
| 13F Filers Reporting New Positions In VIOV | ||||
| Pinnacle Bank | 0 | 33 | +33 | +100% |
| Salomon & Ludwin LLC | 0 | 872 | +872 | +100% |
| Advisor Resource Council | 0 | 4,171 | +4,171 | +100% |
| Octavia Wealth Advisors LLC | 0 | 162,921 | +162,921 | +100% |
| Christopher J. Hasenberg Inc | 0 | 20 | +20 | +100% |
| Bruce G. Allen Investments LLC | 0 | 613 | +613 | +100% |
| Central Pacific Bank Trust Division | 0 | 22 | +22 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Proequities Inc. | 908 | 908 | UNCH | 0.00% |
| Raymond James Trust N.A. | 3,520 | 3,520 | UNCH | 0.00% |
| Financial Management Professionals Inc. | 100 | 100 | UNCH | 0.00% |
| JJJ Advisors Inc. | 33 | 33 | UNCH | 0.00% |
| Bristlecone Advisors LLC | 7,800 | 7,800 | UNCH | 0.00% |
| Harbour Capital Advisors LLC | 6,391 | 6,391 | UNCH | 0.00% |
| Parallel Advisors LLC | 8 | 8 | UNCH | 0.00% |
| First Bank & Trust | 78,422 | 78,422 | UNCH | 0.00% |
| Rise Advisors LLC | 26 | 26 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 1,222 | 1,222 | UNCH | 0.00% |
| Sage Mountain Advisors LLC | 1,890 | 1,890 | UNCH | 0.00% |
| Morton Brown Family Wealth LLC | 28 | 28 | UNCH | 0.00% |
| 13F Filers Decreasing VIOV Share Count | ||||
| Sawyer & Company Inc | 431 | 69 | -362 | -83.99% |
| Cambridge Investment Research Advisors Inc. | 34,160 | 14,764 | -19,396 | -56.78% |
| RFG Holdings Inc. | 224,158 | 101,539 | -122,619 | -54.70% |
| AdvisorNet Financial Inc | 421 | 201 | -220 | -52.26% |
| Raymond James Financial Services Advisors Inc. | 118,336 | 68,751 | -49,585 | -41.90% |
| Macroview Investment Management LLC | 9,651 | 6,634 | -3,017 | -31.26% |
| Stokes Family Office LLC | 6,285 | 4,860 | -1,425 | -22.67% |
| Ackerman Capital Advisors LLC | 16,290 | 12,793 | -3,497 | -21.47% |
| Envestnet Portfolio Solutions Inc. | 3,252 | 2,573 | -679 | -20.88% |
| Brown Advisory Inc. | 11,515 | 9,690 | -1,825 | -15.85% |
| Aspiriant LLC | 42,407 | 36,563 | -5,844 | -13.78% |
| Glass Jacobson Investment Advisors llc | 888 | 770 | -118 | -13.29% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 6,968 | 6,047 | -921 | -13.22% |
| HighTower Advisors LLC | 7,929 | 7,163 | -766 | -9.66% |
| Park Avenue Securities LLC | 71,933 | 66,901 | -5,032 | -7.00% |
| Barrett & Company Inc. | 3,560 | 3,344 | -216 | -6.07% |
| Valmark Advisers Inc. | 3,873 | 3,704 | -169 | -4.36% |
| SYM FINANCIAL Corp | 164,067 | 157,282 | -6,785 | -4.14% |
| Relyea Zuckerberg Hanson LLC | 11,607 | 11,142 | -465 | -4.01% |
| Fidelity D & D Bancorp Inc. | 25,777 | 24,848 | -929 | -3.60% |
| Integrated Capital Management Inc. | 43,263 | 41,959 | -1,304 | -3.01% |
| Riversedge Advisors LLC | 79,272 | 77,155 | -2,117 | -2.67% |
| Private Advisor Group LLC | 28,480 | 27,779 | -701 | -2.46% |
| Evensky & Katz LLC | 27,216 | 26,593 | -623 | -2.29% |
| Stone Point Wealth LLC | 4,597 | 4,492 | -105 | -2.28% |
| HB Wealth Management LLC | 8,854 | 8,666 | -188 | -2.12% |
| SignalPoint Asset Management LLC | 2,366 | 2,320 | -46 | -1.94% |
| Commonwealth Equity Services LLC | 75,273 | 73,976 | -1,297 | -1.72% |
| Integrated Investment Consultants LLC | 20,272 | 19,944 | -328 | -1.62% |
| Fifth Third Securities Inc. | 55,992 | 55,391 | -601 | -1.07% |
| Pacific Sun Financial Corp | 13,024 | 12,914 | -110 | -0.84% |
| Spire Wealth Management | 66,648 | 66,252 | -396 | -0.59% |
| JFS Wealth Advisors LLC | 42,625 | 42,445 | -180 | -0.42% |
| 13F Filers Exiting VIOV | ||||
| Tritonpoint Wealth LLC | 2,840 | 0 | -2,840 | -100.00% |
| Congress Wealth Management LLC DE | 2,288 | 0 | -2,288 | -100.00% |
| International Assets Investment Management LLC | 59,472 | 0 | -59,472 | -100.00% |
| ERTS Wealth Advisors LLC | 3,187 | 0 | -3,187 | -100.00% |
| Private Ocean LLC | 143 | 0 | -143 | -100.00% |
| Advisory Services Network LLC | 2 | 0 | -2 | -100.00% |
See Summary: Institutional Holders of VIOV
See Details: Top 10 Hedge Funds Holding VIOV
