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VOO Holdings Changes image
This page summarizes the VOO holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether VOO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing VOO Share Count
Howe & Rusling Inc. 20 2,544 +2,524 +12620.00%
Sonora Investment Management LLC 18 930 +912 +5066.67%
Crewe Advisors LLC 47 1,810 +1,763 +3751.06%
CHURCHILL MANAGEMENT Corp 42,860 1,193,318 +1,150,458 +2684.22%
Quadrant Capital Group LLC 291 4,531 +4,240 +1457.04%
Gradient Investments LLC 30 435 +405 +1350.00%
Asset Dedication LLC 939 13,049 +12,110 +1289.67%
Strategic Blueprint LLC 190 1,649 +1,459 +767.89%
Sawyer & Company Inc 510 4,075 +3,565 +699.02%
Harvest Fund Management Co. Ltd 388 2,854 +2,466 +635.57%
Rampart Investment Management Company LLC 1,921 13,450 +11,529 +600.16%
Northwest Investment Counselors LLC 125 801 +676 +540.80%
Intl Fcstone Inc. 1,607 10,215 +8,608 +535.66%
Pensionmark Financial Group LLC 1,984 12,292 +10,308 +519.56%
Squar Milner Financial Services LLC 284 1,605 +1,321 +465.14%
GeoWealth Management LLC 3,579 19,480 +15,901 +444.29%
Colony Group LLC 31,351 169,443 +138,092 +440.47%
M&T Bank Corp 483,297 2,303,261 +1,819,964 +376.57%
Susquehanna International Group LLP 4,194 19,038 +14,844 +353.93%
Twin Focus Capital Partners LLC 16,452 71,380 +54,928 +333.87%
BBR Partners LLC 1,578 6,646 +5,068 +321.17%
MidWestOne Financial Group Inc. 1,104 4,623 +3,519 +318.75%
Avantax Advisory Services Inc. 9,223 36,732 +27,509 +298.27%
Stelac Advisory Services LLC 1,408 5,495 +4,087 +290.27%
Mitsubishi UFJ Kokusai Asset Management Co. Ltd. 33,500 130,100 +96,600 +288.36%
Water Oak Advisors LLC 54,707 212,300 +157,593 +288.07%
Credit Suisse AG 5,333 19,759 +14,426 +270.50%
Belpointe Asset Management LLC 2,977 10,050 +7,073 +237.59%
Proequities Inc. 7,287 23,749 +16,462 +225.91%
Truist Financial Corp 243,757 770,121 +526,364 +215.94%
First Hawaiian Bank 3,878 12,036 +8,158 +210.37%
EP Wealth Advisors LLC 4,395 13,491 +9,096 +206.96%
Baird Financial Group Inc. 191,436 581,920 +390,484 +203.98%
Ellevest Inc. 266 805 +539 +202.63%
C M Bidwell & Associates Ltd. 5,230 15,533 +10,303 +197.00%
Wolverine Trading LLC 12,395 35,652 +23,257 +187.63%
Signaturefd LLC 1,627 4,248 +2,621 +161.09%
Trust Co. of Oklahoma 3,359 8,494 +5,135 +152.87%
Fieldpoint Private Securities LLC 5,925 14,954 +9,029 +152.39%
Trexquant Investment LP 4,823 12,059 +7,236 +150.03%
Stonebridge Capital Advisors LLC 100 247 +147 +147.00%
First National Bank of Omaha 24,876 59,724 +34,848 +140.09%
Cetera Investment Advisers 17,907 42,641 +24,734 +138.12%
Hudock Capital Group LLC 59 140 +81 +137.29%
Trinity Legacy Partners LLC 3,073 7,098 +4,025 +130.98%
Baystate Wealth Management LLC 269 596 +327 +121.56%
Focused Wealth Management Inc 187 407 +220 +117.65%
Nwam LLC 1,485 3,228 +1,743 +117.37%
First City Capital Management Inc. 1,541 3,254 +1,713 +111.16%
Executive Wealth Management LLC 625 1,302 +677 +108.32%
ETRADE Capital Management LLC 3,766 7,665 +3,899 +103.53%
Roundview Capital LLC 952 1,926 +974 +102.31%
Simplex Trading LLC 8,959 18,099 +9,140 +102.02%
Exencial Wealth Advisors LLC 6,530 12,886 +6,356 +97.34%
Victory Capital Management Inc. 982,209 1,912,826 +930,617 +94.75%
St. Johns Investment Management Company LLC 155 300 +145 +93.55%
Insight Wealth Strategies LLC 1,087 2,058 +971 +89.33%
Evoke Wealth LLC 134,022 247,376 +113,354 +84.58%
Integrated Wealth Concepts LLC 18,970 34,978 +16,008 +84.39%
Western Wealth Management LLC 4,668 8,496 +3,828 +82.01%
Capital Advantage Inc. 1,771 3,197 +1,426 +80.52%
Sound Income Strategies LLC 47 84 +37 +78.72%
DAVENPORT & Co LLC 41,972 74,980 +33,008 +78.64%
Ilmarinen Mutual Pension Insurance Co 40,551 72,420 +31,869 +78.59%
Lincoln National Corp 22,650 40,223 +17,573 +77.58%
Hoover Financial Advisors Inc. 1,617 2,801 +1,184 +73.22%
Wellington Management Group LLP 72,925 126,261 +53,336 +73.14%
Sei Investments Co. 2,038 3,504 +1,466 +71.93%
Gateway Advisory LLC 10,112 17,281 +7,169 +70.90%
Fifth Third Bancorp 350,779 591,020 +240,241 +68.49%
Paragon Wealth Strategies LLC 792 1,287 +495 +62.50%
Advisory Services Network LLC 45,865 74,331 +28,466 +62.06%
Northstar Asset Management LLC 1,140 1,835 +695 +60.96%
AdvisorNet Financial Inc 2,257 3,627 +1,370 +60.70%
Dana Investment Advisors Inc. 6,615 10,512 +3,897 +58.91%
CWA Asset Management Group LLC 4,431 6,938 +2,507 +56.58%
Whittier Trust Co. 6,449 10,097 +3,648 +56.57%
Investure LLC 211,365 329,190 +117,825 +55.74%
Savant Capital LLC 2,086 3,237 +1,151 +55.18%
Calton & Associates Inc. 5,293 8,198 +2,905 +54.88%
Summit Financial Strategies Inc. 1,286 1,982 +696 +54.12%
Brand Asset Management Group Inc. 661 1,005 +344 +52.04%
FinTrust Capital Advisors LLC 1,576 2,376 +800 +50.76%
Cpwm LLC 13,930 20,991 +7,061 +50.69%
AdvicePeriod LLC 86,712 129,888 +43,176 +49.79%
Walleye Trading LLC 690 1,026 +336 +48.70%
Empirical Finance LLC 2,799 4,140 +1,341 +47.91%
Bfsg LLC 928 1,361 +433 +46.66%
Wells Trecaso Financial Group LLC 1,505 2,205 +700 +46.51%
Moody National Bank Trust Division 1,351 1,976 +625 +46.26%
Portfolio Solutions LLC 776 1,125 +349 +44.97%
Bailard Inc. 5,880 8,420 +2,540 +43.20%
First National Trust Co 6,974 9,974 +3,000 +43.02%
Zurich Insurance Group Ltd FI 47,911 68,450 +20,539 +42.87%
CIBC Private Wealth Group LLC 459,900 649,360 +189,460 +41.20%
Integrated Investment Consultants LLC 3,585 5,026 +1,441 +40.20%
Legacy Private Trust Co. 2,721 3,766 +1,045 +38.40%
IHT Wealth Management LLC 5,050 6,971 +1,921 +38.04%
Lake Street Advisors Group LLC 36,570 50,229 +13,659 +37.35%
Bank of New York Mellon Corp 712,544 975,084 +262,540 +36.85%
Heritage Wealth Advisors 581 792 +211 +36.32%
CENTRAL TRUST Co 1,024 1,393 +369 +36.04%
Fort Washington Investment Advisors Inc. OH 152,658 206,946 +54,288 +35.56%
Alpha Cubed Investments LLC 3,976 5,382 +1,406 +35.36%
Sound View Wealth Advisors Group LLC 6,120 8,281 +2,161 +35.31%
Macquarie Group Ltd. 43,505 58,710 +15,205 +34.95%
Patriot Financial Group Insurance Agency LLC 1,852 2,497 +645 +34.83%
Hilltop Holdings Inc. 6,195 8,345 +2,150 +34.71%
Newport Wealth Strategies Inc. 14,338 19,267 +4,929 +34.38%
BlackRock Inc. 23,152 30,948 +7,796 +33.67%
Independence Bank of Kentucky 1,428 1,907 +479 +33.54%
Benjamin F. Edwards & Company Inc. 1,750 2,319 +569 +32.51%
Clarius Group LLC 32,336 42,742 +10,406 +32.18%
Ameritas Investment Company LLC 3,566 4,709 +1,143 +32.05%
Sullivan Bruyette Speros & Blaney LLC 3,327 4,391 +1,064 +31.98%
Simon Quick Advisors LLC 1,169 1,539 +370 +31.65%
First Trust Advisors LP 18,158 23,841 +5,683 +31.30%
Kistler Tiffany Companies LLC 8,518 11,073 +2,555 +30.00%
Wesbanco Bank Inc. 10,081 13,100 +3,019 +29.95%
Sigma Planning Corp 20,269 26,328 +6,059 +29.89%
Emerald Investment Partners LLC 1,984 2,574 +590 +29.74%
Waters Parkerson & CO. LLC 795 1,028 +233 +29.31%
American Century Companies Inc. 14,800 19,100 +4,300 +29.05%
NEXT Financial Group Inc 18,593 23,955 +5,362 +28.84%
Marshall Financial Group Inc. ADV 4,689 5,976 +1,287 +27.45%
Allen Investment Management LLC 2,493 3,176 +683 +27.40%
Moneta Group Investment Advisors LLC 6,728 8,560 +1,832 +27.23%
Kore Private Wealth LLC 10,561 13,428 +2,867 +27.15%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 4,262 5,411 +1,149 +26.96%
Lockheed Martin Investment Management Co. 579,000 734,000 +155,000 +26.77%
River Wealth Advisors LLC 2,189 2,766 +577 +26.36%
Madden Advisory Services Inc. 4,116 5,162 +1,046 +25.41%
Hoylecohen LLC 7,169 8,976 +1,807 +25.21%
D.A. Davidson & CO. 47,887 59,698 +11,811 +24.66%
Interactive Financial Advisors 12,460 15,464 +3,004 +24.11%
Creative Planning 128,092 158,655 +30,563 +23.86%
Buckingham Asset Management LLC 3,627 4,489 +862 +23.77%
HighTower Advisors LLC 260,629 321,927 +61,298 +23.52%
First Heartland Consultants Inc. 4,313 5,323 +1,010 +23.42%
Allworth Financial LP 614 756 +142 +23.13%
FormulaFolio Investments LLC 4,093 5,021 +928 +22.67%
Northwestern Mutual Investment Management Company LLC 453,900 555,400 +101,500 +22.36%
TRB Advisors LP 141,077 172,573 +31,496 +22.33%
Starfire Investment Advisers Inc. 4,478 5,468 +990 +22.11%
KC Investment Advisors LLC 2,684 3,268 +584 +21.76%
Sand Hill Global Advisors LLC 194,991 237,260 +42,269 +21.68%
National Asset Management Inc. 19,942 24,241 +4,299 +21.56%
Arete Wealth Advisors LLC 36,375 44,133 +7,758 +21.33%
HNP Capital LLC 54,243 65,729 +11,486 +21.18%
Commerce Bank 7,572 9,145 +1,573 +20.77%
Psagot Investment House Ltd. 366,520 441,740 +75,220 +20.52%
Parsec Financial Management Inc. 1,940 2,336 +396 +20.41%
Honkamp Krueger Financial Services Inc. 1,108 1,333 +225 +20.31%
Hollencrest Capital Management 14,625 17,572 +2,947 +20.15%
Valeo Financial Advisors LLC 6,473 7,772 +1,299 +20.07%
Great Valley Advisor Group Inc. 4,233 5,077 +844 +19.94%
Lazard Asset Management LLC 37,479 44,947 +7,468 +19.93%
Clear Creek Financial Management LLC 4,061 4,869 +808 +19.90%
Personal Capital Advisors Corp 9,719 11,609 +1,890 +19.45%
GYL Financial Synergies LLC 1,299 1,548 +249 +19.17%
Synovus Financial Corp 29,869 35,541 +5,672 +18.99%
Cornerstone Advisory LLC 13,306 15,806 +2,500 +18.79%
9258 Wealth Management LLC 4,611 5,467 +856 +18.56%
Angeles Investment Advisors LLC 537,654 636,334 +98,680 +18.35%
OLD National Bancorp IN 205,215 242,586 +37,371 +18.21%
Personal CFO Solutions LLC 1,099 1,299 +200 +18.20%
CNB Bank 1,611 1,901 +290 +18.00%
CWM LLC 4,726 5,564 +838 +17.73%
Vectors Research Management LLC 62,865 73,969 +11,104 +17.66%
Beacon Pointe Wealth Advisors LLC 65,417 76,792 +11,375 +17.39%
Capital Advisors Inc. OK 4,664 5,472 +808 +17.32%
Carroll Financial Associates Inc. 1,491 1,749 +258 +17.30%
Atlas Capital Advisors LLC 1,560 1,824 +264 +16.92%
Proffitt & Goodson Inc. 32,786 38,253 +5,467 +16.67%
Spence Asset Management 505 588 +83 +16.44%
JT Stratford LLC 9,386 10,881 +1,495 +15.93%
Vivaldi Capital Management LLC 4,828 5,590 +762 +15.78%
Thrivent Financial for Lutherans 332,817 385,227 +52,410 +15.75%
Adviser Investments LLC 1,658 1,913 +255 +15.38%
Taylor Hoffman Wealth Management 6,856 7,910 +1,054 +15.37%
Beacon Pointe Advisors LLC 47,063 54,288 +7,225 +15.35%
ProVise Management Group LLC 2,440 2,793 +353 +14.47%
FCG Advisors LLC 862 986 +124 +14.39%
WBH Advisory Inc. 2,744 3,137 +393 +14.32%
Millburn Ridgefield Corp 234,062 266,062 +32,000 +13.67%
Catalyst Capital Advisors LLC 234,062 266,062 +32,000 +13.67%
Waller Financial Planning Group Inc. 4,067 4,620 +553 +13.60%
Amussen Hunsaker Associates LLC 5,353 6,073 +720 +13.45%
RDA Financial Network 1,331 1,509 +178 +13.37%
Citizens Financial Group Inc RI 150,350 170,315 +19,965 +13.28%
Hikari Tsushin Inc. 32,805 37,135 +4,330 +13.20%
Change Path LLC 3,179 3,598 +419 +13.18%
Clarkston Capital Partners LLC 9,959 11,261 +1,302 +13.07%
White Lighthouse Investment Management Inc. 10,358 11,685 +1,327 +12.81%
Clark Capital Management Group Inc. 1,361 1,532 +171 +12.56%
ARGI Investment Services LLC 57,719 64,852 +7,133 +12.36%
Rothschild Investment Corp IL 1,233 1,383 +150 +12.17%
Ropes Wealth Advisors LLC 4,198 4,707 +509 +12.12%
Nomura Asset Management Co. Ltd. 71,800 80,062 +8,262 +11.51%
B. Riley Wealth Management Inc. 10,683 11,895 +1,212 +11.35%
Cibc Bank USA 39,925 44,447 +4,522 +11.33%
First United Bank Trust 19,933 22,189 +2,256 +11.32%
Contravisory Investment Management Inc. 5,662 6,303 +641 +11.32%
Capital Investment Advisory Services LLC 593 660 +67 +11.30%
Baltimore Washington Financial Advisors Inc. 6,920 7,671 +751 +10.85%
Harvest Group Wealth Management LLC 65 72 +7 +10.77%
First Financial Corp IN 30,233 33,475 +3,242 +10.72%
Strategic Wealth Advisors Group LLC 21,570 23,873 +2,303 +10.68%
Thompson Siegel & Walmsley LLC 34,352 37,943 +3,591 +10.45%
Lutz Financial Services LLC 116,961 128,969 +12,008 +10.27%
Kings Point Capital Management 22,332 24,612 +2,280 +10.21%
Acorns Advisers LLC 2,305,796 2,540,047 +234,251 +10.16%
We Are One Seven LLC 20,679 22,764 +2,085 +10.08%
Capital Financial Planning LLC 3,471 3,820 +349 +10.05%
Royal Bank of Canada 1,670,110 1,835,419 +165,309 +9.90%
Boston Private Wealth LLC 70,809 77,798 +6,989 +9.87%
BOK Financial Private Wealth Inc. 125,518 137,898 +12,380 +9.86%
First Allied Advisory Services Inc. 20,643 22,669 +2,026 +9.81%
Dowling & Yahnke LLC 1,620 1,778 +158 +9.75%
Wealthspire Advisors L.P. 348,176 382,091 +33,915 +9.74%
Conning Inc. 26,677 29,260 +2,583 +9.68%
WASHINGTON TRUST Co 26,677 29,260 +2,583 +9.68%
Mercer Global Advisors Inc. ADV 21,954 24,060 +2,106 +9.59%
Edge Capital Group LLC 62,824 68,822 +5,998 +9.55%
Perigon Wealth Management LLC 1,538 1,681 +143 +9.30%
Charles Schwab Trust Co 19,839 21,656 +1,817 +9.16%
Wealthcare Advisory Partners LLC 295,411 322,334 +26,923 +9.11%
Resources Management Corp CT ADV 1,222 1,333 +111 +9.08%
North Star Investment Management Corp. 29,243 31,899 +2,656 +9.08%
Azimuth Capital Management LLC 10,550 11,505 +955 +9.05%
Green Square Capital Advisors LLC 44,283 48,242 +3,959 +8.94%
MBM Wealth Consultants LLC 10,746 11,696 +950 +8.84%
Blue Square Asset Management LLC 51,725 56,165 +4,440 +8.58%
JMG Financial Group Ltd. 705,248 764,830 +59,582 +8.45%
Mission Wealth Management LP 10,436 11,318 +882 +8.45%
Northwestern Mutual Wealth Management Co. 323,830 351,094 +27,264 +8.42%
Captrust Financial Advisors 112,994 122,485 +9,491 +8.40%
Prime Capital Investment Advisors LLC 4,154 4,502 +348 +8.38%
Fisher Asset Management LLC 523,023 566,341 +43,318 +8.28%
Citigroup Inc. 183,967 198,969 +15,002 +8.15%
Cohen & Steers Inc. 44,414 48,026 +3,612 +8.13%
Parthenon LLC 5,903 6,382 +479 +8.11%
Strategic Investment Advisors MI 14,529 15,703 +1,174 +8.08%
Hamilton Capital Management Inc. 4,307 4,652 +345 +8.01%
First Republic Investment Management Inc. 1,575,649 1,701,349 +125,700 +7.98%
Wilbanks Smith & Thomas Asset Management LLC 372,868 402,471 +29,603 +7.94%
PFG Advisors 4,683 5,051 +368 +7.86%
Nicholas Hoffman & Company LLC. 68,088 73,417 +5,329 +7.83%
Altium Wealth Management LLC 367,158 395,568 +28,410 +7.74%
Mercer Investments LLC 14,984 16,135 +1,151 +7.68%
GW Henssler & Associates Ltd. 2,252 2,422 +170 +7.55%
MAI Capital Management 1,560 1,677 +117 +7.50%
Migdal Insurance & Financial Holdings Ltd. 48,612 52,215 +3,603 +7.41%
Mirae Asset Global Investments Co. Ltd. 1,060,756 1,138,810 +78,054 +7.36%
Blair William & Co. IL 71,976 77,253 +5,277 +7.33%
Altavista Wealth Management Inc. 6,665 7,147 +482 +7.23%
Arthur M. Cohen & Associates LLC 6,230 6,676 +446 +7.16%
Janney Montgomery Scott LLC 290,890 311,452 +20,562 +7.07%
First Merchants Corp 9,741 10,429 +688 +7.06%
Hikari Power Ltd 47,600 50,950 +3,350 +7.04%
Blue Edge Capital LLC 5,008 5,355 +347 +6.93%
Cerity Partners LLC 49,787 53,125 +3,338 +6.70%
WoodTrust Financial Corp 1,047 1,117 +70 +6.69%
Smith Moore & CO. 19,593 20,875 +1,282 +6.54%
Commerzbank Aktiengesellschaft FI 3,212 3,422 +210 +6.54%
Raymond James Trust N.A. 101,493 108,114 +6,621 +6.52%
Trust Co. of Vermont 3,557 3,787 +230 +6.47%
Shaker Investments LLC OH 994 1,058 +64 +6.44%
Highland Private Wealth Management 43,634 46,438 +2,804 +6.43%
Roosevelt Investment Group Inc. 19,717 20,973 +1,256 +6.37%
Royal Bank of Scotland Group PLC 68,903 73,252 +4,349 +6.31%
AE Wealth Management LLC 958,254 1,018,725 +60,471 +6.31%
Butensky & Cohen Financial Security Inc. 1,765 1,876 +111 +6.29%
Associated Banc Corp 37,334 39,653 +2,319 +6.21%
Violich Capital Management Inc. 2,470 2,623 +153 +6.19%
Diversified Trust Co 495,952 526,277 +30,325 +6.11%
Nadler Financial Group Inc. 55,058 58,404 +3,346 +6.08%
Affiance Financial LLC 6,086 6,456 +370 +6.08%
Sunbelt Securities Inc. 2,194 2,327 +133 +6.06%
Brinker Capital Inc. 47,588 50,354 +2,766 +5.81%
Haverford Trust Co. 13,953 14,744 +791 +5.67%
Outlook Wealth Advisors LLC 11,807 12,476 +669 +5.67%
TCF National Bank 7,387 7,804 +417 +5.65%
Stratos Wealth Partners LTD. 349,946 369,528 +19,582 +5.60%
Nicolet Bankshares Inc. 3,867 4,083 +216 +5.59%
Parametric Portfolio Associates LLC 9,750,273 10,289,318 +539,045 +5.53%
Prospera Financial Services Inc 2,388 2,520 +132 +5.53%
Spinnaker Trust 15,346 16,189 +843 +5.49%
Oxford Financial Group Ltd. 17,849 18,829 +980 +5.49%
Stewardship Financial Advisors LLC 81,557 86,031 +4,474 +5.49%
Principal Financial Group Inc. 19,885 20,971 +1,086 +5.46%
Commonwealth Equity Services LLC 632,901 667,382 +34,481 +5.45%
Mycio Wealth Partners LLC 20,536 21,643 +1,107 +5.39%
Manchester Capital Management LLC 34,476 36,313 +1,837 +5.33%
Sheaff Brock Investment Advisors LLC 2,066 2,174 +108 +5.23%
Wealthsource Partners LLC 16,856 17,730 +874 +5.19%
Merit Financial Group LLC 4,517 4,748 +231 +5.11%
Steward Partners Investment Advisory LLC 111,396 117,062 +5,666 +5.09%
Covenant Multifamily Offices LLC 1,378 1,448 +70 +5.08%
Cetera Advisor Networks LLC 225,394 236,815 +11,421 +5.07%
Flagship Harbor Advisors LLC 13,007 13,660 +653 +5.02%
SeaCrest Wealth Management LLC 2,989 3,137 +148 +4.95%
RKL Wealth Management LLC 5,137 5,387 +250 +4.87%
Stifel Financial Corp 1,174,697 1,230,285 +55,588 +4.73%
Geller Advisors LLC 362,584 379,719 +17,135 +4.73%
Condor Capital Management 88,764 92,814 +4,050 +4.56%
Moloney Securities Asset Management LLC 1,688 1,765 +77 +4.56%
Naples Global Advisors LLC 1,033 1,080 +47 +4.55%
Claraphi Advisory Network LLC 2,769 2,895 +126 +4.55%
Spears Abacus Advisors LLC 6,605 6,905 +300 +4.54%
Fort Sheridan Advisors LLC 1,599 1,671 +72 +4.50%
Cypress Wealth Services LLC 29,200 30,515 +1,315 +4.50%
Cutter & CO Brokerage Inc. 5,179 5,411 +232 +4.48%
Fiduciary Group LLC 71,786 75,003 +3,217 +4.48%
Opus Capital Group LLC 148,719 155,297 +6,578 +4.42%
Carmichael Hill & Associates Inc. 1,245 1,300 +55 +4.42%
LifePlan Financial Group Inc 1,653 1,724 +71 +4.30%
Meridian Financial Partners LLC 41,012 42,766 +1,754 +4.28%
Comprehensive Portfolio Management LLC 13,181 13,743 +562 +4.26%
Texas Capital Bancshares Inc. TX 61,320 63,919 +2,599 +4.24%
Peapack Gladstone Financial Corp 213,160 222,024 +8,864 +4.16%
Van Strum & Towne Inc. 35,807 37,297 +1,490 +4.16%
Natixis 70,566 73,479 +2,913 +4.13%
Vanguard Group Inc. 9,376,881 9,762,422 +385,541 +4.11%
Raymond James & Associates 12,392,126 12,896,321 +504,195 +4.07%
LPL Financial LLC 1,529,977 1,592,099 +62,122 +4.06%
Goldman Sachs Group Inc. 3,556,985 3,700,235 +143,250 +4.03%
Chicago Partners Investment Group LLC 83,624 86,969 +3,345 +4.00%
Lenox Wealth Advisors LLC 200 208 +8 +4.00%
Brown Advisory Inc. 182,585 189,833 +7,248 +3.97%
Morgan Stanley 4,895,696 5,089,531 +193,835 +3.96%
Oppenheimer & Co. Inc. 46,164 47,911 +1,747 +3.78%
Winfield Associates Inc. 1,865 1,935 +70 +3.75%
Panagora Asset Management Inc. 655 679 +24 +3.66%
Financial Counselors Inc. 115,212 119,323 +4,111 +3.57%
SNS Financial Group LLC 1,375 1,424 +49 +3.56%
Global Retirement Partners LLC 29,704 30,762 +1,058 +3.56%
Franklin Resources Inc. 181,550 187,723 +6,173 +3.40%
Ballentine Partners LLC 22,721 23,494 +773 +3.40%
Level Four Advisory Services LLC 6,174 6,383 +209 +3.39%
Landaas & Co. WI ADV 9,647 9,971 +324 +3.36%
Nachman Norwood & Parrott Inc 248,105 256,398 +8,293 +3.34%
Alliancebernstein L.P. 154,485 159,620 +5,135 +3.32%
Scotia Capital Inc. 20,532 21,209 +677 +3.30%
Bridges Investment Management Inc. 6,096 6,296 +200 +3.28%
Kingsview Wealth Management LLC 4,457 4,603 +146 +3.28%
Sequoia Financial Advisors LLC 798 824 +26 +3.26%
HM Payson & Co. 3,231 3,334 +103 +3.19%
Jones Financial Companies Lllp 108,419 111,835 +3,416 +3.15%
FTB Advisors Inc. 9,539 9,836 +297 +3.11%
AJ Wealth Strategies LLC 165,443 170,434 +4,991 +3.02%
Reilly Financial Advisors LLC 1,692 1,742 +50 +2.96%
Carnegie Capital Asset Management LLC 19,886 20,469 +583 +2.93%
Sawtooth Solutions LLC 991,183 1,019,948 +28,765 +2.90%
Nelson Roberts Investment Advisors LLC 3,906 4,017 +111 +2.84%
Williams Jones Wealth Management LLC. 45,451 46,734 +1,283 +2.82%
Pittenger & Anderson Inc. 38,159 39,228 +1,069 +2.80%
MUFG Americas Holdings Corp 244,130 250,915 +6,785 +2.78%
Boenning & Scattergood Inc. 3,660 3,760 +100 +2.73%
Raymond James Financial Services Advisors Inc. 1,716,671 1,763,447 +46,776 +2.72%
Veritable L.P. 1,170,812 1,202,518 +31,706 +2.71%
Pettyjohn Wood & White Inc. 4,522 4,642 +120 +2.65%
Ayalon Holdings Ltd. 10,832 11,117 +285 +2.63%
Cooper Financial Group 896 919 +23 +2.57%
Weaver Consulting Group 5,215 5,349 +134 +2.57%
Zeke Capital Advisors LLC 5,884 6,034 +150 +2.55%
Regions Financial Corp 45,795 46,868 +1,073 +2.34%
GWM Advisors LLC 133,970 137,090 +3,120 +2.33%
Aspire Private Capital LLC 8,620 8,820 +200 +2.32%
HBK Sorce Advisory LLC 58,727 60,064 +1,337 +2.28%
Welch & Forbes LLC 3,550 3,629 +79 +2.23%
Cannell Peter B & Co. Inc. 1,170 1,196 +26 +2.22%
Parisi Gray Wealth Management 72,338 73,936 +1,598 +2.21%
Access Financial Services Inc. 1,912 1,954 +42 +2.20%
Beacon Harbor Wealth Advisors Inc. 42,139 43,058 +919 +2.18%
Northstar Group Inc. 7,029 7,179 +150 +2.13%
Institutional & Family Asset Management LLC 34,601 35,321 +720 +2.08%
Paradigm Financial Partners LLC 1,597 1,629 +32 +2.00%
Envestnet Asset Management Inc. 8,941,845 9,119,509 +177,664 +1.99%
Domani Wealth LLC 231,624 236,228 +4,604 +1.99%
Burney Co. 29,390 29,973 +583 +1.98%
People s United Financial Inc. 2,814 2,869 +55 +1.95%
Stock Yards Bank & Trust Co. 3,008 3,064 +56 +1.86%
Larson Financial Group LLC 3,366 3,428 +62 +1.84%
Fusion Family Wealth LLC 218,198 222,171 +3,973 +1.82%
Certified Advisory Corp 886 902 +16 +1.81%
Elo Mutual Pension Insurance Co 1,614,500 1,643,700 +29,200 +1.81%
US Bancorp DE 119,577 121,699 +2,122 +1.77%
Boston Family Office LLC 1,854 1,886 +32 +1.73%
Jacobi Capital Management LLC 24,070 24,481 +411 +1.71%
Leonard Rickey Investment Advisors P.L.L.C. 1,866 1,898 +32 +1.71%
Chilton Capital Management LLC 17,904 18,204 +300 +1.68%
Private Portfolio Partners LLC 8,396 8,536 +140 +1.67%
Curbstone Financial Management Corp 23,020 23,400 +380 +1.65%
Sepio Capital LLC 324,656 329,989 +5,333 +1.64%
Barclays PLC 155,402 157,912 +2,510 +1.62%
Stockman Wealth Management Inc. 6,812 6,922 +110 +1.61%
Northeast Investment Management 71,435 72,579 +1,144 +1.60%
CAPROCK Group Inc. 93,299 94,789 +1,490 +1.60%
Good Life Advisors LLC 92,090 93,559 +1,469 +1.60%
Bridgeworth LLC 129,020 131,039 +2,019 +1.56%
Mackay Shields LLC 1,736,328 1,762,743 +26,415 +1.52%
Montag A & Associates Inc. 7,114 7,219 +105 +1.48%
Advisor Group Inc. 1,277,252 1,295,756 +18,504 +1.45%
Sterling Investment Management Inc. 1,059 1,074 +15 +1.42%
Brio Consultants LLC 809 820 +11 +1.36%
Wells Fargo & Company MN 3,584,369 3,632,929 +48,560 +1.35%
Trust Co. of Virginia VA 1,795 1,819 +24 +1.34%
King Luther Capital Management Corp 22,065 22,347 +282 +1.28%
FMR LLC 105,265 106,577 +1,312 +1.25%
Resources Investment Advisors LLC. 21,487 21,746 +259 +1.21%
Liberty Wealth Management LLC 10,864 10,995 +131 +1.21%
McAdam LLC 1,359 1,375 +16 +1.18%
Prudential PLC 26,275 26,575 +300 +1.14%
CIBC Asset Management Inc 732,708 740,951 +8,243 +1.13%
Schroder Investment Management Group 1,196,627 1,210,160 +13,533 +1.13%
New England Private Wealth Advisors LLC 7,706 7,792 +86 +1.12%
UMB Bank N A MO 1,825 1,845 +20 +1.10%
Oakwood Capital Management LLC CA 929 939 +10 +1.08%
Eaton Vance Management 64,016 64,699 +683 +1.07%
Smithfield Trust Co. 213,313 215,516 +2,203 +1.03%
YorkBridge Wealth Partners LLC 3,581 3,618 +37 +1.03%
Callan Capital LLC 798 806 +8 +1.00%
Windsor Creek Advisors LLC 3,844 3,882 +38 +0.99%
Douglass Winthrop Advisors LLC 2,033 2,053 +20 +0.98%
Newman Dignan & Sheerar Inc. 3,165 3,196 +31 +0.98%
Shulman DeMeo Asset Management LLC 818 826 +8 +0.98%
Webster Bank N. A. 212,597 214,657 +2,060 +0.97%
Globe Life Inc. 693,701 700,391 +6,690 +0.96%
TD Capital Management LLC 9,416 9,506 +90 +0.96%
Silicon Valley Capital Partners 4,216 4,256 +40 +0.95%
Jordan Park Group LLC 16,447 16,600 +153 +0.93%
Magnus Financial Group LLC 749 756 +7 +0.93%
Bristlecone Advisors LLC 6,493 6,553 +60 +0.92%
Destination Wealth Management 8,868 8,949 +81 +0.91%
Court Place Advisors LLC 1,335 1,347 +12 +0.90%
Joel Isaacson & Co. LLC 3,558 3,589 +31 +0.87%
Brooks Moore & Associates Inc. 6,242 6,296 +54 +0.87%
Planning Directions Inc. 2,437 2,458 +21 +0.86%
First Foundation Advisors 20,189 20,363 +174 +0.86%
Fort Pitt Capital Group LLC 4,251 4,287 +36 +0.85%
Graves Light Private Wealth Management Inc. 2,711 2,734 +23 +0.85%
Ladenburg Thalmann Financial Services Inc. 575,078 579,901 +4,823 +0.84%
Fiera Capital Corp 613,345 618,422 +5,077 +0.83%
Glenmede Trust Co. NA 666,526 671,839 +5,313 +0.80%
Resource Management LLC 1,260 1,270 +10 +0.79%
QCI Asset Management Inc. NY 1,566 1,578 +12 +0.77%
Stratford Consulting LLC 6,075 6,122 +47 +0.77%
Southeast Asset Advisors Inc. 72,189 72,740 +551 +0.76%
Cetera Advisors LLC 34,993 35,259 +266 +0.76%
Titus Wealth Management 1,313 1,323 +10 +0.76%
TCI Wealth Advisors Inc. 942 949 +7 +0.74%
TAP Consulting LLC 17,468 17,594 +126 +0.72%
Coyle Financial Counsel LLC 14,205 14,306 +101 +0.71%
Truewealth LLC 1,013 1,020 +7 +0.69%
Shepherd Kaplan Krochuk LLC 3,428 3,450 +22 +0.64%
Glassman Wealth Services 15,496 15,594 +98 +0.63%
Sandy Spring Bank 480 483 +3 +0.62%
Litman Gregory Asset Management LLC 12,010 12,085 +75 +0.62%
Endurance Wealth Management Inc. 32,915 33,115 +200 +0.61%
JOYN Advisors Inc. 1,321 1,329 +8 +0.61%
Meeder Asset Management Inc. 6,430 6,466 +36 +0.56%
Truepoint Inc. 3,059 3,076 +17 +0.56%
Braun Stacey Associates Inc. 20,594 20,706 +112 +0.54%
Arcadia Investment Management Corp MI 758 762 +4 +0.53%
Mariner LLC 82,056 82,488 +432 +0.53%
First PREMIER Bank 2,855 2,870 +15 +0.53%
Monument Capital Management 3,828 3,848 +20 +0.52%
BKD Wealth Advisors LLC 5,923 5,953 +30 +0.51%
Autus Asset Management LLC 34,423 34,592 +169 +0.49%
Regentatlantic Capital LLC 43,756 43,965 +209 +0.48%
Edgehill Endowment Partners LLC 142,664 143,355 +691 +0.48%
RMB Capital Management LLC 1,701 1,709 +8 +0.47%
Rathbone Brothers plc 4,631 4,651 +20 +0.43%
Griffin Asset Management Inc. 2,661 2,672 +11 +0.41%
Covington Capital Management 1,219 1,224 +5 +0.41%
Sage Capital Advisors llc 744 747 +3 +0.40%
Allianz Asset Management GmbH 245,784 246,749 +965 +0.39%
Ellis Investment Partners LLC 802 805 +3 +0.37%
D.B. Root & Company LLC 8,281 8,311 +30 +0.36%
1832 Asset Management L.P. 132,237 132,697 +460 +0.35%
Albion Financial Group UT 281,066 282,000 +934 +0.33%
Argent Trust Co 36,505 36,625 +120 +0.33%
BSW Wealth Partners 16,629 16,678 +49 +0.29%
Bank Hapoalim BM 86,970 87,191 +221 +0.25%
HHM Wealth Advisors LLC 1,194 1,197 +3 +0.25%
Duncker Streett & Co. Inc. 2,876 2,883 +7 +0.24%
Parkside Financial Bank & Trust 3,362 3,370 +8 +0.24%
Lyell Wealth Management LP 846 848 +2 +0.24%
Parsons Capital Management Inc. RI 34,912 34,994 +82 +0.23%
Culbertson A N & Co. Inc. 4,287 4,297 +10 +0.23%
Betterment LLC 43,954 44,053 +99 +0.23%
Windsor Group LTD 13,054 13,081 +27 +0.21%
Vicus Capital 26,398 26,452 +54 +0.20%
Comerica Securities Inc. 13,912 13,939 +27 +0.19%
Rinet Co LLC 2,704 2,709 +5 +0.18%
First Midwest Bank Trust Division 3,490 3,496 +6 +0.17%
Cooper Haims Advisors LLC 3,269 3,274 +5 +0.15%
Freestone Capital Holdings LLC 8,041 8,051 +10 +0.12%
Texas Yale Capital Corp. 6,209 6,215 +6 +0.10%
Cullen Frost Bankers Inc. 49,433 49,474 +41 +0.08%
Salem Investment Counselors Inc. 15,006 15,018 +12 +0.08%
Claybrook Capital LLC 1,332 1,333 +1 +0.08%
Enterprise Bank & Trust Co 39,480 39,512 +32 +0.08%
Harbor Advisory Corp MA 16,961 16,971 +10 +0.06%
KCM Investment Advisors LLC 13,792 13,800 +8 +0.06%
Evanson Asset Management LLC 1,628 1,629 +1 +0.06%
OLD Dominion Capital Management Inc. 1,941 1,942 +1 +0.05%
Madrona Financial Services LLC 31,096 31,107 +11 +0.04%
Ancora Advisors LLC 175,184 175,234 +50 +0.03%
Bray Capital Advisors 9,206 9,209 +3 +0.03%
Gratus Capital LLC 6,400 6,401 +1 +0.02%
13F Filers Reporting New Positions In VOO
First American Trust FSB 0 2,359 +2,359 +100%
Capital One National Association 0 936 +936 +100%
Price T Rowe Associates Inc. MD 0 2,841 +2,841 +100%
Horizon Bancorp Inc. IN 0 3,100 +3,100 +100%
Townsend Asset Management Corp NC ADV 0 1,006 +1,006 +100%
Woodard & Co. Asset Management Group Inc. ADV 0 10 +10 +100%
Valley National Advisers Inc. 0 91 +91 +100%
Capital Investment Services of America Inc. 0 767 +767 +100%
Mufg Bank LTD. 0 908,000 +908,000 +100%
North American Management Corp 0 2,145 +2,145 +100%
Toth Financial Advisory Corp 0 191 +191 +100%
New England Guild Wealth Advisors Inc. 0 1,131 +1,131 +100%
Hallmark Capital Management Inc. 0 680 +680 +100%
Doliver Advisors LP 0 808 +808 +100%
Stephenson National Bank & Trust 0 66,039 +66,039 +100%
Roberts Glore & Co. Inc. IL 0 838 +838 +100%
Enterprise Financial Services Corp 0 1,923 +1,923 +100%
Avenir Corp 0 1,930 +1,930 +100%
Renaissance Technologies LLC 0 5,500 +5,500 +100%
Karpus Management Inc. 0 1,011,278 +1,011,278 +100%
Appleton Partners Inc. MA 0 1,062 +1,062 +100%
North Star Asset Management Inc. 0 744 +744 +100%
Mountain Pacific Investment Advisers Inc. ID 0 1,924 +1,924 +100%
Berkshire Hathaway Inc 0 43,000 +43,000 +100%
Mairs & Power INC 0 4,188 +4,188 +100%
Brave Asset Management Inc. 0 1,350 +1,350 +100%
Wade G W & Inc. 0 2,832 +2,832 +100%
Kanawha Capital Management LLC 0 690 +690 +100%
Woodley Farra Manion Portfolio Management Inc. 0 250 +250 +100%
Strategy Asset Managers LLC 0 825 +825 +100%
West Bancorporation Inc. 0 670 +670 +100%
Silvercrest Asset Management Group LLC 0 2,025 +2,025 +100%
Punch & Associates Investment Management Inc. 0 69 +69 +100%
Millennium Management LLC 0 8,527 +8,527 +100%
First American Bank 0 2,904 +2,904 +100%
Linscomb & Williams Inc. 0 2,423 +2,423 +100%
Essex Financial Services Inc. 0 1,317 +1,317 +100%
American Capital Management Inc. 0 2,113 +2,113 +100%
Equitable Holdings Inc. 0 101,691 +101,691 +100%
Private Wealth Partners LLC 0 730 +730 +100%
Leith Wheeler Investment Counsel Ltd. 0 66,995 +66,995 +100%
CLS Investments LLC 0 122 +122 +100%
Liberty Capital Management Inc. 0 683 +683 +100%
AMG National Trust Bank 0 9,440 +9,440 +100%
Hanson & Doremus Investment Management 0 126 +126 +100%
J.W. Cole Advisors Inc. 0 23,223 +23,223 +100%
Seascape Capital Management 0 2,282 +2,282 +100%
Citadel Advisors LLC 0 28,935 +28,935 +100%
Vigilant Capital Management LLC 0 186 +186 +100%
Perella Weinberg Partners Capital Management LP 0 12,896 +12,896 +100%
Barnett & Company Inc. 0 43 +43 +100%
Alaska Permanent Capital Management 0 2,414 +2,414 +100%
Argent Advisors Inc. 0 17 +17 +100%
Greenwich Wealth Management LLC 0 1,365 +1,365 +100%
Poplar Forest Capital LLC 0 680 +680 +100%
Harbor Investment Advisory LLC 0 2,599 +2,599 +100%
Davis Rea LTD. 0 4,075 +4,075 +100%
McKinley Carter Wealth Services Inc. 0 712 +712 +100%
Pinnacle Advisory Group Inc. 0 3,308 +3,308 +100%
St. James Investment Company LLC 0 3,480 +3,480 +100%
Retirement Planning Group 0 10,601 +10,601 +100%
Clear Harbor Asset Management LLC 0 571 +571 +100%
Mizuho Trust & Banking Co. Ltd. 0 60,000 +60,000 +100%
Mizuho Bank Ltd. 0 1,710,000 +1,710,000 +100%
Rocky Mountain Advisers LLC 0 43 +43 +100%
Spectrum Management Group Inc. 0 95 +95 +100%
Financial Advisory Group 0 104,897 +104,897 +100%
New England Professional Planning Group Inc. 0 2,044 +2,044 +100%
NewSquare Capital LLC 0 82 +82 +100%
Diligent Investors LLC 0 964 +964 +100%
Column Capital Advisors LLC 0 826,048 +826,048 +100%
Sandhill Capital Partners LLC 0 4,202 +4,202 +100%
Regal Investment Advisors LLC 0 714 +714 +100%
Corbenic Partners LLC 0 2,670 +2,670 +100%
Advocacy Wealth Management Services LLC 0 254 +254 +100%
ICONIQ Capital LLC 0 3,430 +3,430 +100%
Columbia Asset Management 0 689 +689 +100%
Fullerton Fund Management Co Ltd. 0 6,655 +6,655 +100%
Surevest Inc. 0 790 +790 +100%
Iron Financial LLC 0 1,219 +1,219 +100%
Financial Advisory Service Inc. 0 239 +239 +100%
Loudon Investment Management LLC 0 928 +928 +100%
Cranbrook Wealth Management LLC 0 730 +730 +100%
Anfield Capital Management LLC 0 409 +409 +100%
Tradewinds Capital Management LLC 0 359 +359 +100%
Lighthouse Financial Advisors Inc. 0 1,224 +1,224 +100%
Capital Analysts LLC 0 100 +100 +100%
Teamwork Financial Advisors LLC 0 3,565 +3,565 +100%
Bayesian Capital Management LP 0 2,930 +2,930 +100%
Wealthquest Corp 0 3,817 +3,817 +100%
GFG Capital LLC 0 63,798 +63,798 +100%
Empire Life Investments Inc. 0 5,105 +5,105 +100%
Integrated Advisors Network LLC 0 10,880 +10,880 +100%
Curtis Advisory Group LLC 0 795 +795 +100%
Kovitz Investment Group Partners LLC 0 1,955 +1,955 +100%
Johanson Financial Advisors Inc. 0 64,874 +64,874 +100%
Capital Asset Advisory Services LLC 0 3,565 +3,565 +100%
Gerber Kawasaki Wealth & Investment Management 0 729 +729 +100%
Kalos Management Inc. 0 13,058 +13,058 +100%
TRUE Private Wealth Advisors 0 442 +442 +100%
Ausdal Financial Partners Inc. 0 718 +718 +100%
Cribstone Capital Management LLC 0 10 +10 +100%
Berkeley Capital Partners LLC 0 849 +849 +100%
Edmonds Duncan Registered Investment Advisors LLC 0 9,123 +9,123 +100%
Independence Advisors LLC 0 92 +92 +100%
Phoenix Holdings Ltd. 0 3,825 +3,825 +100%
Strategic Wealth Partners Group LLC 0 27,395 +27,395 +100%
Cabana LLC 0 20 +20 +100%
Knights of Columbus Asset Advisors LLC 0 1,514 +1,514 +100%
Ascension Capital Advisors Inc. 0 939 +939 +100%
First Bank & Trust 0 802 +802 +100%
Armor Investment Advisors LLC 0 300 +300 +100%
DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main 0 4,100,000 +4,100,000 +100%
Independent Advisor Alliance 0 32,699 +32,699 +100%
SigFig Wealth Management LLC 0 1,844 +1,844 +100%
WP Advisors LLC 0 846 +846 +100%
Gainplan LLC 0 14,276 +14,276 +100%
TFO TDC LLC 0 8,733 +8,733 +100%
Fundamentun LLC 0 745 +745 +100%
Brickley Wealth Management 0 692 +692 +100%
AlphaCore Capital LLC 0 617 +617 +100%
Parplus Partners 0 1,449 +1,449 +100%
DeDora Capital Inc. 0 282 +282 +100%
PrairieView Partners LLC 0 680 +680 +100%
Huber Financial Advisors LLC 0 1,807 +1,807 +100%
LexAurum Advisors LLC 0 1,366 +1,366 +100%
Virtue Capital Management LLC 0 9,391 +9,391 +100%
Chesapeake Wealth Management 0 1,611 +1,611 +100%
Retirement Income Solutions Inc 0 2,233 +2,233 +100%
Providence Capital Advisors LLC 0 2 +2 +100%
Biltmore Family Office LLC 0 4,700 +4,700 +100%
APCM Wealth Management for Individuals 0 2,414 +2,414 +100%
Burleson & Company LLC 0 10,391 +10,391 +100%
Winthrop Advisory Group LLC 0 1,204 +1,204 +100%
Chicago Capital LLC 0 877 +877 +100%
Braun Bostich & Associates Inc. 0 327 +327 +100%
O Dell Group LLC 0 889 +889 +100%
Benchmark Financial Wealth Advisors LLC 0 719 +719 +100%
Inlet Private Wealth LLC 0 1,665 +1,665 +100%
Evolution Wealth Advisors LLC 0 4,168 +4,168 +100%
Maltin Wealth Management Inc. 0 365 +365 +100%
Apexium Financial LP 0 6,735 +6,735 +100%
CRA Financial Services LLC 0 684 +684 +100%
Salomon & Ludwin LLC 0 344 +344 +100%
Howard Wealth Management LLC 0 1,460 +1,460 +100%
Cary Street Partner Investment Advisory LLC 0 1,127 +1,127 +100%
Anderson Fisher LLC 0 40 +40 +100%
ERTS Wealth Advisors LLC 0 87 +87 +100%
BT Wealth Management LLC 0 717 +717 +100%
Lehman & Derafelo Financial Resources LLC 0 49 +49 +100%
Lake Point Wealth Management 0 1,470 +1,470 +100%
Meridian Wealth Advisors LLC 0 408 +408 +100%
ERn Financial LLC 0 7,459 +7,459 +100%
Liquid Strategies LLC 0 107,990 +107,990 +100%
Oldfather Financial Services LLC 0 72,593 +72,593 +100%
Enterprise Trust & Investment Co 0 28 +28 +100%
Astoria Strategic Wealth Inc. 0 18,536 +18,536 +100%
Ieq Capital LLC 0 29,487 +29,487 +100%
OneAscent Financial Services LLC 0 2,152 +2,152 +100%
Meridian Wealth Partners LLC 0 894 +894 +100%
Red Door Wealth Management LLC 0 1,497 +1,497 +100%
Aurum Wealth Management Group LLC 0 901 +901 +100%
Carolina Wealth Advisors LLC 0 224 +224 +100%
HBW Advisory Services LLC 0 15,050 +15,050 +100%
Savior LLC 0 95 +95 +100%
Venture Visionary Partners LLC 0 9,675 +9,675 +100%
Moulton Wealth Management Inc. 0 1,738 +1,738 +100%
Relyea Zuckerberg Hanson LLC 0 2,449 +2,449 +100%
Kathmere Capital Management LLC 0 1,619 +1,619 +100%
CBIZ Investment Advisory Services LLC 0 1,540 +1,540 +100%
Verus Capital Partners LLC 0 1,535 +1,535 +100%
Americana Partners LLC 0 405 +405 +100%
BCS Wealth Management 0 44,719 +44,719 +100%
Professional Financial Advisors LLC 0 36,775 +36,775 +100%
HawsGoodwin Investment Management LLC 0 15,919 +15,919 +100%
Detalus Advisors LLC 0 14,221 +14,221 +100%
Pacifica Partners Inc. 0 428 +428 +100%
Sunburst Financial Group LLC 0 28,433 +28,433 +100%
Austin Private Wealth LLC 0 924 +924 +100%
Atlas Private Wealth Management 0 98 +98 +100%
SkyOak Wealt LLC 0 2,096 +2,096 +100%
Beacon Financial Advisory LLC 0 699 +699 +100%
Lionsbridge Wealth Management LLC 0 35,050 +35,050 +100%
Investors Financial Group LLC 0 5,689 +5,689 +100%
KFA Private Wealth Group LLC 0 1,748 +1,748 +100%
Briaud Financial Planning Inc 0 845 +845 +100%
Vista Wealth Management Group LLC 0 3,264 +3,264 +100%
First Citizens Financial Corp 0 4,460 +4,460 +100%
Secure Asset Management LLC 0 10,867 +10,867 +100%
Cascadia Advisory Services LLC 0 37,433 +37,433 +100%
R. W. Roge & Company Inc. 0 67,071 +67,071 +100%
Arkadios Wealth Advisors 0 208 +208 +100%
S.A. Mason LLC 0 400 +400 +100%
CFM Wealth Partners LLC 0 10,030 +10,030 +100%
Great Diamond Partners LLC 0 276 +276 +100%
Bank of Marin 0 9,231 +9,231 +100%
Perennial Investment Advisors LLC 0 4,866 +4,866 +100%
Aufman Associates Inc 0 49,592 +49,592 +100%
Mission Creek Capital Partners Inc. 0 1,838 +1,838 +100%
Great Lakes Retirement Inc. 0 4,730 +4,730 +100%
PBMares Wealth Management LLC 0 2,034 +2,034 +100%
Argent Wealth Management LLC 0 730 +730 +100%
Minot Wealth Management LLC 0 808 +808 +100%
Chronos Wealth Management LLC 0 772 +772 +100%
Madison Wealth Management 0 3,349 +3,349 +100%
Steel Peak Wealth Management LLC 0 11,252 +11,252 +100%
Lion Street Advisors LLC 0 3,101 +3,101 +100%
CVA Family Office LLC 0 25,399 +25,399 +100%
Marotta Asset Management 0 38,956 +38,956 +100%
Integer Wealth Advisors Group LLC 0 1,198 +1,198 +100%
Aurora Private Wealth Inc. 0 3,031 +3,031 +100%
Investment Research & Advisory Group Inc. 0 115,456 +115,456 +100%
Indie Asset Partners LLC 0 2,670 +2,670 +100%
Stokes Family Office LLC 0 18,710 +18,710 +100%
TI Trust Inc. 0 267 +267 +100%
Renaissance Investment Consultants Holding Company LLC 0 11,142 +11,142 +100%
Elevated Capital Advisors LLC 0 11,078 +11,078 +100%
Marks Group Wealth Management Inc 0 720 +720 +100%
Lloyd Advisory Services LLC. 0 21,287 +21,287 +100%
Soltis Investment Advisors LLC 0 6,018 +6,018 +100%
Orion Portfolio Solutions LLC 0 33,524 +33,524 +100%
Aberdeen Wealth Management LLC 0 81 +81 +100%
Texas Capital Bank Wealth Management Services Inc. 0 398,047 +398,047 +100%
Summit Wealth Group LLC 0 70,152 +70,152 +100%
Harrell Investment Partners LLC 0 10,110 +10,110 +100%
Verde Capital Management 0 800 +800 +100%
Vivid Financial Management Inc. 0 1,302 +1,302 +100%
Visionary Wealth Advisors 0 26,081 +26,081 +100%
Mine & Arao Wealth Creation & Management LLC. 0 254 +254 +100%
Ocean Endowment Partners LLC 0 1,811 +1,811 +100%
NWK Group Inc. 0 303 +303 +100%
EPG Wealth Management LLC 0 56 +56 +100%
Berry Group LLC 0 14,010 +14,010 +100%
Private Wealth Strategies L.L.C. 0 47,886 +47,886 +100%
Capital Advisory Group Advisory Services LLC 0 21 +21 +100%
Resonant Capital Advisors LLC 0 4,823 +4,823 +100%
Capital Wealth Alliance LLC 0 322 +322 +100%
Wealth Quarterback LLC 0 57,684 +57,684 +100%
Carolinas Wealth Consulting LLC 0 6,159 +6,159 +100%
N.E.W. Advisory Services LLC 0 1,727 +1,727 +100%
Center for Financial Planning Inc. 0 150,289 +150,289 +100%
MADDEN SECURITIES Corp 0 1,626 +1,626 +100%
Heron Financial Group LLC 0 16,315 +16,315 +100%
Keebeck Wealth Management LLC 0 8 +8 +100%
Archer Investment Corp 0 1,484 +1,484 +100%
FSA Wealth Management LLC 0 106 +106 +100%
Procyon Private Wealth Partners LLC 0 591 +591 +100%
Total Clarity Wealth Management Inc. 0 65 +65 +100%
13F Filers With Unchanged Share Count
Brown Brothers Harriman & Co. 1,861 1,861 UNCH 0.00%
1ST Source Bank 1,899 1,899 UNCH 0.00%
Ogorek Anthony Joseph NY ADV 29 29 UNCH 0.00%
Arrow Financial Corp 173 173 UNCH 0.00%
First Wilshire Securities Management Inc. 1,533 1,533 UNCH 0.00%
Park National Corp OH 1,740 1,740 UNCH 0.00%
Meridian Management Co. 2,495 2,495 UNCH 0.00%
ZWJ Investment Counsel Inc. 9,000 9,000 UNCH 0.00%
KEMPER Corp 68,979 68,979 UNCH 0.00%
Inverness Counsel LLC NY 3,420 3,420 UNCH 0.00%
Investors Asset Management of Georgia Inc. GA ADV 2,160 2,160 UNCH 0.00%
Monetta Financial Services Inc. 37,000 37,000 UNCH 0.00%
Folger Nolan Fleming Douglas Capital Management Inc. 3,350 3,350 UNCH 0.00%
Kornitzer Capital Management Inc. KS 6,648 6,648 UNCH 0.00%
NBT Bank N A NY 37,810 37,810 UNCH 0.00%
Nippon Life Insurance Co. 1,313,749 1,313,749 UNCH 0.00%
Moseley Investment Management Inc. 1,823 1,823 UNCH 0.00%
Guyasuta Investment Advisors Inc. 2,413 2,413 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 88 88 UNCH 0.00%
Weatherly Asset Management L. P. 1,460 1,460 UNCH 0.00%
DF Dent & Co. Inc. 19,114 19,114 UNCH 0.00%
Heritage Investors Management Corp 3,380 3,380 UNCH 0.00%
Segall Bryant & Hamill LLC 12,977 12,977 UNCH 0.00%
Prio Wealth Limited Partnership 2,512 2,512 UNCH 0.00%
Everett Harris & Co. CA 15,793 15,793 UNCH 0.00%
Kayne Anderson Rudnick Investment Management LLC 2,702 2,702 UNCH 0.00%
Baldwin Brothers Inc. MA 90 90 UNCH 0.00%
Private Asset Management Inc. 2,728 2,728 UNCH 0.00%
Clifford Swan Investment Counsel LLC 900 900 UNCH 0.00%
Foster Dykema Cabot & Co. Inc. MA 6,275 6,275 UNCH 0.00%
Ingalls & Snyder LLC 8,332 8,332 UNCH 0.00%
Vaughan David Investments LLC IL 3,067 3,067 UNCH 0.00%
Todd Asset Management LLC 5,905 5,905 UNCH 0.00%
Cambridge Trust Co. 1,030 1,030 UNCH 0.00%
Advanced Asset Management Advisors Inc 115,600 115,600 UNCH 0.00%
Pillar Pacific Capital Management LLC 1,350 1,350 UNCH 0.00%
Pin Oak Investment Advisors Inc. 6,367 6,367 UNCH 0.00%
Capital City Trust Co. FL 6,195 6,195 UNCH 0.00%
Capital Counsel LLC NY 1,200 1,200 UNCH 0.00%
Boyd Watterson Asset Management LLC OH 8,414 8,414 UNCH 0.00%
Eastern Bank 4,213 4,213 UNCH 0.00%
Northern Oak Wealth Management Inc. 1,271 1,271 UNCH 0.00%
Meiji Yasuda Life Insurance Co 90,290 90,290 UNCH 0.00%
Security National Trust Co. 304 304 UNCH 0.00%
FCA Corp TX 1,210 1,210 UNCH 0.00%
Daido Life Insurance Co. 307,084 307,084 UNCH 0.00%
Central Bank & Trust Co. 2,241 2,241 UNCH 0.00%
Garland Capital Management Inc. 72 72 UNCH 0.00%
Axis Capital Holdings Ltd. 218,067 218,067 UNCH 0.00%
White Mountains Advisors LLC 125,096 125,096 UNCH 0.00%
Taiyo Life Insurance Co. 144,000 144,000 UNCH 0.00%
Bernzott Capital Advisors 1,900 1,900 UNCH 0.00%
Country Club Trust Company n.a. 1,125 1,125 UNCH 0.00%
Grandfield & Dodd LLC 19,395 19,395 UNCH 0.00%
First Financial Bank Trust Division 4,590 4,590 UNCH 0.00%
Taurus Asset Management LLC 1,300 1,300 UNCH 0.00%
Farmers Trust Co. 1,073 1,073 UNCH 0.00%
Foyston Gordon & Payne Inc 1,213 1,213 UNCH 0.00%
Bragg Financial Advisors Inc 1,011 1,011 UNCH 0.00%
SOL Capital Management CO 1,065 1,065 UNCH 0.00%
Obermeyer Wood Investment Counsel Lllp 5,150 5,150 UNCH 0.00%
Integre Asset Management LLC 1,380 1,380 UNCH 0.00%
Hartford Financial Management Inc. 1,100 1,100 UNCH 0.00%
Dorsey & Whitney Trust CO LLC 3,615 3,615 UNCH 0.00%
BLB&B Advisors LLC 1,775 1,775 UNCH 0.00%
Choate Investment Advisors 2,893 2,893 UNCH 0.00%
Financial Architects Inc 169 169 UNCH 0.00%
Bank of Italy 1,769,000 1,769,000 UNCH 0.00%
Busey Wealth Management 2,217 2,217 UNCH 0.00%
GAM Holding AG 23,900 23,900 UNCH 0.00%
LS Investment Advisors LLC 953 953 UNCH 0.00%
Advisor Partners LLC 808 808 UNCH 0.00%
Lenox Wealth Management Inc. 21 21 UNCH 0.00%
Johnson Financial Group Inc. 1,617 1,617 UNCH 0.00%
Van Cleef Asset Management Inc 2,881 2,881 UNCH 0.00%
JBF Capital Inc. 1,458,168 1,458,168 UNCH 0.00%
River & Mercantile Asset Management LLP 145,170 145,170 UNCH 0.00%
Norinchukin Bank The 1,086,362 1,086,362 UNCH 0.00%
Drexel Morgan & Co. 1,170 1,170 UNCH 0.00%
Carlton Hofferkamp & Jenks Wealth Management LLC 775 775 UNCH 0.00%
Sfmg LLC 1,943 1,943 UNCH 0.00%
Windham Capital Management LLC 10,059 10,059 UNCH 0.00%
Private Wealth Group LLC 4,746 4,746 UNCH 0.00%
Hall Kathryn A. 4,152 4,152 UNCH 0.00%
Accredited Investors Inc. 1,072 1,072 UNCH 0.00%
Barrett Asset Management LLC 3,705 3,705 UNCH 0.00%
Vantage Investment Partners LLC 14,538 14,538 UNCH 0.00%
Price Wealth LLC 830 830 UNCH 0.00%
New England Investment & Retirement Group Inc. 751 751 UNCH 0.00%
Lbmc Investment Advisors LLC 2,171 2,171 UNCH 0.00%
InterOcean Capital LLC 3,247 3,247 UNCH 0.00%
Family Management Corp 97 97 UNCH 0.00%
National Mutual Insurance Federation of Agricultural Cooperatives 5,256,650 5,256,650 UNCH 0.00%
Estate Counselors LLC 1,050 1,050 UNCH 0.00%
SignalPoint Asset Management LLC 768 768 UNCH 0.00%
Edge Wealth Management LLC 20 20 UNCH 0.00%
King Wealth 853 853 UNCH 0.00%
Princeton Portfolio Strategies Group LLC 5,753 5,753 UNCH 0.00%
Covington Investment Advisors Inc. 1,936 1,936 UNCH 0.00%
JNBA Financial Advisors 39 39 UNCH 0.00%
RPg Family Wealth Advisory LLC 72 72 UNCH 0.00%
Carlson Capital Management 1,933 1,933 UNCH 0.00%
Main Management LLC 873 873 UNCH 0.00%
Miracle Mile Advisors LLC 2,013 2,013 UNCH 0.00%
State of Tennessee Treasury Department 620,600 620,600 UNCH 0.00%
Cordasco Financial Network 53 53 UNCH 0.00%
Winslow Evans & Crocker Inc. 414 414 UNCH 0.00%
Waldron Private Wealth LLC 5,773 5,773 UNCH 0.00%
E&G Advisors LP 4,000 4,000 UNCH 0.00%
NewFocus Financial Group LLC 1,478 1,478 UNCH 0.00%
Tarbox Family Office Inc. 610 610 UNCH 0.00%
Mark Sheptoff Financial Planning LLC 200 200 UNCH 0.00%
EagleClaw Capital Managment LLC 2,564 2,564 UNCH 0.00%
National Pension Service 2,402,380 2,402,380 UNCH 0.00%
Burt Wealth Advisors 570 570 UNCH 0.00%
Ironsides Asset Advisors LLC 1,132 1,132 UNCH 0.00%
Raab & Moskowitz Asset Management LLC 3,349 3,349 UNCH 0.00%
Ironwood Financial llc 98 98 UNCH 0.00%
Pinnacle Wealth Management Advisory Group LLC 7,178 7,178 UNCH 0.00%
MV Capital Management Inc. 485 485 UNCH 0.00%
AllSquare Wealth Management LLC 203 203 UNCH 0.00%
Analyst IMS Investment Management Services Ltd. 9,794 9,794 UNCH 0.00%
Diversified Portfolios Inc. 927 927 UNCH 0.00%
Lavaca Capital LLC 2,182 2,182 UNCH 0.00%
Financial Insights Inc. 1,063 1,063 UNCH 0.00%
Roble Belko & Company Inc 366 366 UNCH 0.00%
D Orazio & Associates Inc. 1,775 1,775 UNCH 0.00%
LGL Partners LLC 4,477 4,477 UNCH 0.00%
BerganKDV Wealth Management LLC 677 677 UNCH 0.00%
GSB Wealth Management LLC 1,210 1,210 UNCH 0.00%
V Wealth Advisors LLC 34,124 34,124 UNCH 0.00%
Ashburton Jersey Ltd 9,140 9,140 UNCH 0.00%
Schneider Downs Wealth Management Advisors LP 7,373 7,373 UNCH 0.00%
3EDGE Asset Management LP 1,013 1,013 UNCH 0.00%
Venturi Wealth Management LLC 769 769 UNCH 0.00%
Mosaic Family Wealth LLC 1,477 1,477 UNCH 0.00%
McMahon Financial Advisors LLC 1,888 1,888 UNCH 0.00%
Corient Capital Partners LLC 1,426 1,426 UNCH 0.00%
Legacy Bridge LLC 297 297 UNCH 0.00%
Norway Savings Bank 165 165 UNCH 0.00%
Ironwood Wealth Management LLC. 68 68 UNCH 0.00%
Dai Ichi Life Insurance Company Ltd 108,054 108,054 UNCH 0.00%
Pacific Center for Financial Services 365 365 UNCH 0.00%
Wsfs Capital Management LLC 8,602 8,602 UNCH 0.00%
McIlrath & Eck LLC 331 331 UNCH 0.00%
Pinnacle Bank 766 766 UNCH 0.00%
Intercontinental Wealth Advisors LLC 880 880 UNCH 0.00%
Bredin Investment LLC 10,296 10,296 UNCH 0.00%
BHK Investment Advisors LLC 2,617 2,617 UNCH 0.00%
GenWealth Group Inc. 3,079 3,079 UNCH 0.00%
Capital Bank & Trust Co 3,259 3,259 UNCH 0.00%
Berman Capital Advisors LLC 300 300 UNCH 0.00%
Legacy Advisors LLC 13,396 13,396 UNCH 0.00%
Columbus Macro LLC 21,766 21,766 UNCH 0.00%
Aries Wealth Management 2,546 2,546 UNCH 0.00%
Global Trust Asset Management LLC 12 12 UNCH 0.00%
Northwest Capital Management Inc 1,028 1,028 UNCH 0.00%
Lucia Wealth Services LLC 1,387 1,387 UNCH 0.00%
Requisite Capital Management LLC 8,437 8,437 UNCH 0.00%
Vanguard Capital Wealth Advisors 850 850 UNCH 0.00%
Clearshares LLC 17,641 17,641 UNCH 0.00%
Stokes Capital Advisors LLC 3,729 3,729 UNCH 0.00%
Versant Capital Management Inc 520 520 UNCH 0.00%
Cornell Pochily Investment Advisors Inc. 2,174 2,174 UNCH 0.00%
CX Institutional 19 19 UNCH 0.00%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2,000 2,000 UNCH 0.00%
Gables Capital Management Inc. 40 40 UNCH 0.00%
Landmark Bank 864 864 UNCH 0.00%
Canton Hathaway LLC 529 529 UNCH 0.00%
Taikang Asset Management Hong Kong Co Ltd 60,539 60,539 UNCH 0.00%
Reitz Capital Advisors LLC 842 842 UNCH 0.00%
PRW Wealth Management LLC 897 897 UNCH 0.00%
Valtinson Bruner Financial Planning LLC 812 812 UNCH 0.00%
Acima Private Wealth LLC 150 150 UNCH 0.00%
Concentrum Wealth Management 2,209 2,209 UNCH 0.00%
Personal Wealth Partners 225 225 UNCH 0.00%
TrinityPoint Wealth LLC 877 877 UNCH 0.00%
Financial Advisors LLC 1,059 1,059 UNCH 0.00%
Lindbrook Capital LLC 10,101 10,101 UNCH 0.00%
Tolleson Wealth Management Inc. 1,265 1,265 UNCH 0.00%
Private Capital Management LLC 60,603 60,603 UNCH 0.00%
Bridger Capital Management LLC 2,320 2,320 UNCH 0.00%
Stonehage Fleming Financial Services Holdings Ltd 2,892 2,892 UNCH 0.00%
Xcel Wealth Management LLC 5,212 5,212 UNCH 0.00%
Schwarz Dygos Wheeler Investment Advisors LLC 5,000 5,000 UNCH 0.00%
Tsfg LLC 460 460 UNCH 0.00%
13F Filers Decreasing VOO Share Count
First Personal Financial Services 1,852 32 -1,820 -98.27%
Atlantic Trust LLC 140 9 -131 -93.57%
Summit Rock Advisors LP 167,694 14,600 -153,094 -91.29%
Deutsche Bank AG 660,602 85,923 -574,679 -86.99%
BDO Wealth Advisors LLC 1,594 298 -1,296 -81.30%
Dearborn Partners LLC 3,290 719 -2,571 -78.15%
Cidel Asset Management Inc. 6,559 1,603 -4,956 -75.56%
Clal Insurance Enterprises Holdings Ltd 207,961 57,356 -150,605 -72.42%
Edmond DE Rothschild Holding S.A. 5,630 1,720 -3,910 -69.45%
Essex Savings Bank 12,349 3,853 -8,496 -68.80%
HCR Wealth Advisors 1,106 353 -753 -68.08%
Andesa Financial Management Inc. 4,086 1,420 -2,666 -65.25%
Centaurus Financial Inc. 32,233 11,668 -20,565 -63.80%
SRS Capital Advisors Inc. 217 96 -121 -55.76%
Princeton Global Asset Management LLC 2,325 1,041 -1,284 -55.23%
Buckley Wealth Management LLC 1,811 811 -1,000 -55.22%
Prestige Wealth Management Group LLC 434 200 -234 -53.92%
FineMark National Bank & Trust 2,184 1,070 -1,114 -51.01%
Clear Perspective Advisors LLC 100,859 49,448 -51,411 -50.97%
Hayden Royal LLC 1,634 837 -797 -48.78%
Dupont Capital Management Corp 273,113 143,017 -130,096 -47.63%
Bank of America Corp DE 35,380,510 19,226,439 -16,154,071 -45.66%
Stratos Wealth Advisors LLC 4,696 2,589 -2,107 -44.87%
Coldstream Capital Management Inc. 1,556 913 -643 -41.32%
Guardian Capital Advisors LP 1,135 680 -455 -40.09%
Pacific Financial Group Inc. 151,883 91,210 -60,673 -39.95%
Plante Moran Financial Advisors LLC 35,584 21,836 -13,748 -38.64%
Next Capital Management LLC 1,849 1,174 -675 -36.51%
Whalerock Point Partners LLC 11,763 8,038 -3,725 -31.67%
Pathstone Family Office LLC 38,846 26,780 -12,066 -31.06%
Horan Capital Advisors LLC. 10,976 7,586 -3,390 -30.89%
Private Ocean LLC 324 224 -100 -30.86%
Varma Mutual Pension Insurance Co 5,269,974 3,649,974 -1,620,000 -30.74%
IFP Advisors Inc 10,781 7,519 -3,262 -30.26%
Fairfield University 163,484 115,034 -48,450 -29.64%
Tocqueville Asset Management L.P. 4,220 3,020 -1,200 -28.44%
Brookstone Capital Management 11,708 8,458 -3,250 -27.76%
Cresset Asset Management LLC 24,944 18,382 -6,562 -26.31%
Evergreen Capital Management LLC 20,140 14,945 -5,195 -25.79%
Mangham Associates LLC 369,725 277,886 -91,839 -24.84%
RFG Advisory LLC 14,237 10,744 -3,493 -24.53%
Merriman Wealth Management LLC 6,174 4,691 -1,483 -24.02%
Banco Santander S.A. 343,153 260,779 -82,374 -24.01%
Alesco Advisors LLC 6,779 5,179 -1,600 -23.60%
LVW Advisors LLC 7,031 5,426 -1,605 -22.83%
Mutual of America Capital Management LLC 606 468 -138 -22.77%
Avondale Wealth Management 8,819 6,815 -2,004 -22.72%
Lido Advisors LLC 33,231 25,963 -7,268 -21.87%
Dfpg Investments LLC 3,488 2,736 -752 -21.56%
Jane Street Group LLC 12,586 9,992 -2,594 -20.61%
Laurel Wealth Advisors Inc. 29,409 23,494 -5,915 -20.11%
Beirne Wealth Consulting Services LLC 1,807 1,453 -354 -19.59%
S&T Bank PA 32,893 26,491 -6,402 -19.46%
Gladstone Institutional Advisory LLC 16,469 13,271 -3,198 -19.42%
NorthRock Partners LLC 4,839 3,918 -921 -19.03%
Concorde Asset Management LLC 2,736 2,222 -514 -18.79%
Cambridge Associates LLC MA ADV 323,574 262,845 -60,729 -18.77%
Kovack Advisors Inc. 8,207 6,732 -1,475 -17.97%
Robertson Stephens Wealth Management LLC 2,170 1,789 -381 -17.56%
Pinnacle Associates Ltd. 10,172 8,423 -1,749 -17.19%
BancorpSouth Bank 26,212 21,732 -4,480 -17.09%
Financial Consulate Inc. 1,833 1,533 -300 -16.37%
Well Done LLC 7,070 5,935 -1,135 -16.05%
Natixis Advisors L.P. 120,497 102,432 -18,065 -14.99%
Country Trust Bank 695 591 -104 -14.96%
Meitav Dash Investments Ltd. 4,993 4,259 -734 -14.70%
Sowell Financial Services LLC 30,878 26,438 -4,440 -14.38%
The Manufacturers Life Insurance Company 238,369 204,362 -34,007 -14.27%
Guggenheim Capital LLC 41,528 35,852 -5,676 -13.67%
Cedar Brook Financial Partners LLC 2,241 1,936 -305 -13.61%
Grove Bank & Trust 56,883 49,324 -7,559 -13.29%
Telos Capital Management Inc. 2,334 2,027 -307 -13.15%
Van Hulzen Asset Management LLC 3,054 2,658 -396 -12.97%
Pictet & Cie Europe SA 22,880 20,000 -2,880 -12.59%
Meridian Wealth Management LLC 2,554 2,234 -320 -12.53%
Allred Capital Management LLC 7,043 6,168 -875 -12.42%
Bank of Montreal Can 575,931 505,024 -70,907 -12.31%
Stanley Laman Group Ltd. 12,446 10,930 -1,516 -12.18%
Signet Financial Management LLC 1,479 1,299 -180 -12.17%
Badgley Phelps & Bell Inc. 935 823 -112 -11.98%
Delta Asset Management LLC TN 170 150 -20 -11.76%
British Airways Pensions Investment Management Ltd 1,240,631 1,096,405 -144,226 -11.63%
Perkins Coie Trust Co 22,483 19,896 -2,587 -11.51%
American Trust Investment Advisors LLC 2,960 2,620 -340 -11.49%
Modera Wealth Management LLC 2,492 2,210 -282 -11.32%
Rowland Carmichael Advisors Inc. ADV 11,020 9,772 -1,248 -11.32%
Courier Capital LLC 1,999 1,777 -222 -11.11%
Camelot Portfolios LLC 961 859 -102 -10.61%
Astor Investment Management LLC 186,877 167,749 -19,128 -10.24%
Private Capital Group LLC 33,207 29,813 -3,394 -10.22%
Manning & Napier Group LLC 268,254 241,031 -27,223 -10.15%
Archetype Wealth Partners LLC 1,344 1,209 -135 -10.04%
Dakota Wealth Management 12,347 11,118 -1,229 -9.95%
Rockland Trust Co. 20,963 18,933 -2,030 -9.68%
Concentric Wealth Management LLC 11,900 10,758 -1,142 -9.60%
Creative Financial Designs Inc. ADV 12,359 11,172 -1,187 -9.60%
McGuire Investment Group LLC 3,201 2,901 -300 -9.37%
Stordahl Capital Management Inc. 201,529 183,060 -18,469 -9.16%
Alerus Financial NA 256,524 233,734 -22,790 -8.88%
Mutual Advisors LLC 37,789 34,478 -3,311 -8.76%
Horizon Kinetics Asset Management LLC 17,855 16,305 -1,550 -8.68%
Black Diamond Financial LLC 5,389 4,926 -463 -8.59%
Cornerstone Wealth Management LLC 6,082 5,565 -517 -8.50%
Wimmer Associates 1 LLC 4,294 3,939 -355 -8.27%
Fort Point Capital Partners LLC 13,464 12,397 -1,067 -7.92%
Itau Unibanco Holding S.A. 263,862 243,020 -20,842 -7.90%
Financial Sense Advisors Inc. 132,355 122,286 -10,069 -7.61%
Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management 1,541,140 1,424,390 -116,750 -7.58%
Security National Bank 9,773 9,034 -739 -7.56%
Csenge Advisory Group 6,591 6,093 -498 -7.56%
Parkside Advisors LLC 5,177 4,787 -390 -7.53%
Coastal Investment Advisors Inc. 2,540 2,349 -191 -7.52%
JFS Wealth Advisors LLC 1,378 1,278 -100 -7.26%
Global Wealth Management Investment Advisory Inc. 166 154 -12 -7.23%
Stearns Financial Services Group 838 778 -60 -7.16%
Warren Averett Asset Management LLC 28,199 26,243 -1,956 -6.94%
First National Corp MA ADV 7,319 6,811 -508 -6.94%
BNP Paribas Arbitrage SA 193,964 180,878 -13,086 -6.75%
Aptus Capital Advisors LLC 18,133 16,910 -1,223 -6.74%
Huntington National Bank 19,773 18,442 -1,331 -6.73%
DiMeo Schneider & Associates L.L.C. 137,140 127,985 -9,155 -6.68%
Securian Asset Management Inc 58,505 54,605 -3,900 -6.67%
Sensible Financial Planning & Management LLC. 51,108 47,870 -3,238 -6.34%
Nelson Van Denburg & Campbell Wealth Management Group LLC 32,011 30,017 -1,994 -6.23%
Montecito Bank & Trust 1,945 1,825 -120 -6.17%
Efficient Wealth Management LLC 1,674 1,573 -101 -6.03%
Retirement Capital Strategies 139,799 131,388 -8,411 -6.02%
HM Capital Management LLC 311,098 292,363 -18,735 -6.02%
Ameriprise Financial Inc. 3,496,336 3,288,647 -207,689 -5.94%
Glenview Trust Co 16,308 15,351 -957 -5.87%
Janus Henderson Group PLC 17,603 16,574 -1,029 -5.85%
Thomasville National Bank 2,184 2,057 -127 -5.82%
Thoroughbred Financial Services LLC 3,334 3,140 -194 -5.82%
Proficio Capital Partners LLC 17,911 16,881 -1,030 -5.75%
Gofen & Glossberg LLC IL 19,425 18,313 -1,112 -5.72%
Gradient Capital Advisors LLC 8,068 7,609 -459 -5.69%
Institute for Wealth Management LLC. 22,659 21,380 -1,279 -5.64%
Brighton Jones LLC 5,251 4,957 -294 -5.60%
JJJ Advisors Inc. 1,797 1,697 -100 -5.56%
Transform Wealth LLC 118,699 112,216 -6,483 -5.46%
Comerica Bank 17,784 16,817 -967 -5.44%
United Services Automobile Association 876,508 828,886 -47,622 -5.43%
United Capital Financial Advisers LLC 41,932 39,662 -2,270 -5.41%
Abbrea Capital LLC 16,429 15,547 -882 -5.37%
Genovese Burford & Brothers Wealth & Retirement Plan Management LLC 6,808 6,444 -364 -5.35%
Landmark Financial Advisors LLC 39,135 37,085 -2,050 -5.24%
Trustcore Financial Services LLC 4,217 3,998 -219 -5.19%
Coastal Capital Group Inc. 6,614 6,278 -336 -5.08%
Klingman & Associates LLC 9,594 9,108 -486 -5.07%
MCF Advisors LLC 244,920 232,702 -12,218 -4.99%
Cliftonlarsonallen Wealth Advisors LLC 12,031 11,439 -592 -4.92%
McCollum Christoferson Group LLC 6,484 6,168 -316 -4.87%
Alta Advisers Ltd 131,165 125,151 -6,014 -4.59%
Marble Harbor Investment Counsel LLC 16,177 15,440 -737 -4.56%
WESCAP Management Group Inc. 16,974 16,210 -764 -4.50%
Riverview Trust Co 7,034 6,721 -313 -4.45%
PVG Asset Management Corp 15,409 14,724 -685 -4.45%
Wilshire Associates Inc 49,745 47,535 -2,210 -4.44%
Twin Capital Management Inc. 49,745 47,535 -2,210 -4.44%
Lakeview Capital Partners LLC 6,627 6,337 -290 -4.38%
Valmark Advisers Inc. 1,307,150 1,250,578 -56,572 -4.33%
Intersect Capital LLC 2,360 2,259 -101 -4.28%
London & Capital Asset Management Ltd 3,091 2,962 -129 -4.17%
Santori & Peters Inc. 986 945 -41 -4.16%
Alexandria Capital LLC 4,452 4,270 -182 -4.09%
Acropolis Investment Management LLC 358,334 343,917 -14,417 -4.02%
Great West Life Assurance Co. Can 28,041 26,918 -1,123 -4.00%
Brightworth 1,191 1,144 -47 -3.95%
Beck Mack & Oliver LLC 3,845 3,695 -150 -3.90%
Dynamic Advisor Solutions LLC 12,264 11,791 -473 -3.86%
Johnson Investment Counsel Inc. 6,409 6,166 -243 -3.79%
Front Street Capital Management Inc. 5,209 5,012 -197 -3.78%
Pinnacle Financial Partners Inc. 82,747 79,634 -3,113 -3.76%
Wall Capital Group Inc. 395,967 381,414 -14,553 -3.68%
Charles Schwab Investment Advisory Inc. 1,242,593 1,198,332 -44,261 -3.56%
Birch Hill Investment Advisors LLC 1,978 1,908 -70 -3.54%
Keel Point LLC 788,944 760,991 -27,953 -3.54%
Capital Wealth Management LLC 7,626 7,359 -267 -3.50%
Cobblestone Capital Advisors LLC NY 10,993 10,608 -385 -3.50%
Pachira Investments Inc. 107,478 103,736 -3,742 -3.48%
ACG Wealth 2,540 2,452 -88 -3.46%
Laurel Wealth Advisors LLC 1,597 1,542 -55 -3.44%
Jackson Grant Investment Advisers Inc. 6,640 6,417 -223 -3.36%
Mid Atlantic Financial Management Inc. ADV 100,854 97,467 -3,387 -3.36%
Twele Capital Management Inc. 137,780 133,198 -4,582 -3.33%
Chevy Chase Trust Holdings Inc. 8,100 7,836 -264 -3.26%
MML Investors Services LLC 354,877 343,519 -11,358 -3.20%
Van ECK Associates Corp 241,519 233,822 -7,697 -3.19%
JPMorgan Chase & Co. 6,735,935 6,525,129 -210,806 -3.13%
FLC Capital Advisors 1,010 979 -31 -3.07%
Tompkins Financial Corp 33,011 32,001 -1,010 -3.06%
Quest Capital Management Inc. ADV 997 967 -30 -3.01%
Private Trust Co. NA 5,035 4,888 -147 -2.92%
Davis R M Inc. 2,442 2,371 -71 -2.91%
Ameritas Investment Partners Inc. 277,024 269,000 -8,024 -2.90%
PagnatoKarp Partners LLC 2,919 2,837 -82 -2.81%
GenTrust LLC 8,320 8,090 -230 -2.76%
Tortoise Investment Management LLC 1,756 1,709 -47 -2.68%
Jasper Ridge Partners L.P. 75,969 73,936 -2,033 -2.68%
Bessemer Group Inc. 831,164 808,865 -22,299 -2.68%
MA Private Wealth 184,005 179,084 -4,921 -2.67%
Gould Asset Management LLC CA 1,324 1,289 -35 -2.64%
Ferguson Wellman Capital Management Inc. 3,183 3,099 -84 -2.64%
State Street Corp 20,543 20,009 -534 -2.60%
DeGreen Capital Management LLC 86,136 83,961 -2,175 -2.53%
Headinvest LLC 4,222 4,116 -106 -2.51%
Cambridge Advisors Inc. 199,832 194,902 -4,930 -2.47%
Cantor Fitzgerald Investment Adviser L.P. 329,596 321,554 -8,042 -2.44%
Paracle Advisors LLC 126,048 122,989 -3,059 -2.43%
Financial Advocates Investment Management 26,901 26,256 -645 -2.40%
Hochman Cole Investment Advisors Inc. 1,541 1,504 -37 -2.40%
Capital Investment Advisors LLC 3,759 3,670 -89 -2.37%
Patten & Patten Inc. TN 18,226 17,798 -428 -2.35%
Fragasso Group Inc. 142,757 139,443 -3,314 -2.32%
Crestwood Advisors Group LLC 15,525 15,176 -349 -2.25%
ELM Advisors LLC 25,442 24,876 -566 -2.22%
Keystone Financial Group 24,318 23,780 -538 -2.21%
Moisand Fitzgerald Tamayo LLC 69,592 68,059 -1,533 -2.20%
Baker Ellis Asset Management LLC 35,828 35,049 -779 -2.17%
SP Asset Management 1,492 1,460 -32 -2.14%
CIBC World Markets Inc. 64,360 62,990 -1,370 -2.13%
Ferris Capital LLC 3,488 3,414 -74 -2.12%
Orgel Wealth Management LLC 1,463 1,432 -31 -2.12%
Motley Fool Wealth Management LLC 16,314 15,969 -345 -2.11%
Vision Capital Management Inc. 23,548 23,051 -497 -2.11%
Peak Financial Management Inc. 52,160 51,069 -1,091 -2.09%
Rockefeller Capital Management L.P. 172,323 168,736 -3,587 -2.08%
Managed Account Services Inc. 819 802 -17 -2.08%
Wetherby Asset Management Inc. 1,392 1,363 -29 -2.08%
Tiedemann Advisors LLC 19,297 18,901 -396 -2.05%
Advisory Alpha LLC 2,754 2,698 -56 -2.03%
Baker Avenue Asset Management LP 1,323 1,297 -26 -1.97%
Northstar Wealth Partners LLC 4,742 4,649 -93 -1.96%
Evermay Wealth Management LLC 116,071 113,832 -2,239 -1.93%
Arlington Partners LLC 5,206 5,106 -100 -1.92%
Riverpoint Wealth Management Holdings LLC 39,778 39,039 -739 -1.86%
First Manhattan Co. 52,847 51,865 -982 -1.86%
Alera Investment Advisors LLC 16,572 16,283 -289 -1.74%
Beaumont Financial Partners LLC 5,923 5,820 -103 -1.74%
Brouwer & Janachowski LLC 573,749 564,126 -9,623 -1.68%
UBS Group AG 2,719,851 2,674,507 -45,344 -1.67%
Neuberger Berman Group LLC 458,312 450,647 -7,665 -1.67%
Sontag Advisory LLC 666,781 655,695 -11,086 -1.66%
Smith Shellnut Wilson LLC ADV 13,280 13,064 -216 -1.63%
Hardy Reed LLC 162,328 159,775 -2,553 -1.57%
Semmax Financial Advisors Inc. 3,040 2,993 -47 -1.55%
Assetmark Inc. 2,601,669 2,561,265 -40,404 -1.55%
San Francisco Sentry Investment Group CA 2,524 2,486 -38 -1.51%
Putnam FL Investment Management Co. 14,654 14,433 -221 -1.51%
Optimum Investment Advisors 5,744 5,663 -81 -1.41%
Elm Partners Management LLC 90,530 89,285 -1,245 -1.38%
STA Wealth Management LLC 6,545 6,456 -89 -1.36%
Phillips Financial Management LLC 16,836 16,608 -228 -1.35%
Bishop & Co Investment Management LLC 2,770 2,733 -37 -1.34%
UMA Financial Services Inc. 7,416 7,318 -98 -1.32%
Asset Planning Services Ltd. 70,850 69,914 -936 -1.32%
Element Pointe Advisors LLC 42,901 42,356 -545 -1.27%
MorganRosel Wealth Management LLC 1,125 1,111 -14 -1.24%
Budros Ruhlin & Roe Inc. 2,013 1,991 -22 -1.09%
Segment Wealth Management LLC 1,807 1,788 -19 -1.05%
Community Bank N.A. 2,125 2,103 -22 -1.04%
Northeast Financial Consultants Inc 16,974 16,799 -175 -1.03%
Welch Capital Partners LLC NY 62,392 61,767 -625 -1.00%
Bedel Financial Consulting Inc. 2,235 2,213 -22 -0.98%
Leavell Investment Management Inc. 31,789 31,479 -310 -0.98%
TIAA FSB 959,132 950,032 -9,100 -0.95%
Private Advisor Group LLC 252,884 250,593 -2,291 -0.91%
Keybank National Association OH 978,611 969,836 -8,775 -0.90%
Traynor Capital Management Inc. 3,874 3,840 -34 -0.88%
Connecticut Wealth Management LLC 11,643 11,544 -99 -0.85%
PNC Financial Services Group Inc. 79,927 79,280 -647 -0.81%
Bangor Savings Bank 29,692 29,462 -230 -0.77%
IFG Advisory LLC 65,193 64,716 -477 -0.73%
Parallel Advisors LLC 9,379 9,311 -68 -0.73%
SVA Wealth Management LLC 11,040 10,959 -81 -0.73%
Evercore Wealth Management LLC 25,454 25,273 -181 -0.71%
Clearstead Advisors LLC 328,114 325,773 -2,341 -0.71%
Westwood Holdings Group Inc. 1,749 1,737 -12 -0.69%
Sun Life Financial INC 51,912 51,575 -337 -0.65%
Patriot Investment Management Inc. 81,985 81,465 -520 -0.63%
Pictet North America Advisors SA 49,392 49,090 -302 -0.61%
Whittier Trust Co. of Nevada Inc. 44,606 44,336 -270 -0.61%
Zhang Financial LLC 19,807 19,690 -117 -0.59%
Banque Pictet & Cie SA 52,052 51,750 -302 -0.58%
Nations Financial Group Inc. IA ADV 2,146 2,134 -12 -0.56%
Plancorp LLC 7,762 7,719 -43 -0.55%
Bogart Wealth LLC 60,799 60,470 -329 -0.54%
Wealthfront Advisers LLC 285,089 283,592 -1,497 -0.53%
55I LLC 772 768 -4 -0.52%
Homrich & Berg 9,591 9,541 -50 -0.52%
Bingham Osborn & Scarborough LLC 2,576 2,563 -13 -0.50%
Fortis Advisors LLC 209 208 -1 -0.48%
Hillcrest Wealth Advisors NY LLC 44,088 43,880 -208 -0.47%
Harwood Advisory Group LLC 4,281 4,261 -20 -0.47%
Coastline Trust Co 9,465 9,425 -40 -0.42%
Fiduciary Trust Co. 97,876 97,465 -411 -0.42%
Doyle Wealth Management 2,931 2,919 -12 -0.41%
Mandatum Life Insurance Co Ltd 21,891 21,802 -89 -0.41%
Buffington Mohr McNeal 3,614 3,602 -12 -0.33%
Hsbc Holdings PLC 206,570 205,886 -684 -0.33%
Matrix Trust Co 86,923 86,641 -282 -0.32%
Sigma Investment Counselors Inc. 11,107 11,072 -35 -0.32%
John G Ullman & Associates Inc. 5,615 5,597 -18 -0.32%
Farmers & Merchants Investments Inc. 39,607 39,487 -120 -0.30%
Wintrust Investments LLC 29,869 29,780 -89 -0.30%
Atria Investments LLC 54,247 54,088 -159 -0.29%
Boston Trust Walden Corp 23,856 23,791 -65 -0.27%
Harfst & Associates Inc. 18,193 18,156 -37 -0.20%
Bay Harbor Wealth Management LLC 3,182 3,176 -6 -0.19%
Hirtle Callaghan & Co LLC 907,961 906,230 -1,731 -0.19%
Aspiriant LLC 154,630 154,371 -259 -0.17%
Wedbush Securities Inc. 6,868 6,857 -11 -0.16%
180 Wealth Advisors LLC 2,022 2,019 -3 -0.15%
Redhawk Wealth Advisors Inc. 43,553 43,488 -65 -0.15%
Sageworth Trust Co 123,641 123,471 -170 -0.14%
Cambridge Investment Research Advisors Inc. 1,703,240 1,700,982 -2,258 -0.13%
Hyman Charles D 14,976 14,956 -20 -0.13%
Stephens Inc. AR 69,069 68,977 -92 -0.13%
SlateStone Wealth LLC 44,189 44,140 -49 -0.11%
Mcrae Capital Management Inc. 2,476 2,474 -2 -0.08%
Global Financial Private Capital Inc 150,202 150,099 -103 -0.07%
Aveo Capital Partners LLC 5,530 5,526 -4 -0.07%
St. Louis Trust Co 24,536 24,522 -14 -0.06%
Northern Trust Corp 309,558 309,404 -154 -0.05%
BOKF NA 32,490 32,480 -10 -0.03%
Sage Financial Group Inc. 67,951 67,935 -16 -0.02%
Rossmore Private Capital 13,476 13,474 -2 -0.01%
Jefferies Group LLC 23,635 23,633 -2 -0.01%
E L Financial Corp Ltd 1,653,696 1,653,691 -5 -0.00%
13F Filers Exiting VOO
Golden State Wealth Management LLC 1,406 0 -1,406 -100.00%
BCJ Capital Management LLC 2,271 0 -2,271 -100.00%
WealthBridge Capital Management LLC 804 0 -804 -100.00%
Selective Wealth Management Inc. 30 0 -30 -100.00%
Vestmark Advisory Solutions Inc. 4,058 0 -4,058 -100.00%
Strategic Wealth Partners Ltd. 321 0 -321 -100.00%
Mokosak Advisory Group LLC 753 0 -753 -100.00%
Ackerman Capital Advisors LLC 1,000 0 -1,000 -100.00%
Summit Trail Advisors LLC 288,574 0 -288,574 -100.00%
KCS Wealth Advisory 182 0 -182 -100.00%
Horan Securities Inc. 20 0 -20 -100.00%
Vista Private Wealth Partners. LLC 134 0 -134 -100.00%
Vontobel Swiss Wealth Advisors AG 2,500 0 -2,500 -100.00%
Kwmg LLC 874 0 -874 -100.00%
Ruggie Capital Group 772 0 -772 -100.00%
Capital Planning Advisors LLC 55 0 -55 -100.00%
IPG Investment Advisors LLC 875 0 -875 -100.00%
Capital Wealth Planning LLC 12,068 0 -12,068 -100.00%
Virtu Financial LLC 7,171 0 -7,171 -100.00%
Tower Research Capital LLC TRC 23,219 0 -23,219 -100.00%
XR Securities LLC 8,181 0 -8,181 -100.00%
Usca Ria LLC 220 0 -220 -100.00%
Quantbot Technologies LP 2,011 0 -2,011 -100.00%
Flow Traders U.S. LLC 17,264 0 -17,264 -100.00%
B & T Capital Management DBA Alpha Capital Management 94 0 -94 -100.00%
Kynikos Associates LP 1,314 0 -1,314 -100.00%
Apriem Advisors 1,200 0 -1,200 -100.00%
Athena Capital Advisors LLC 6,375 0 -6,375 -100.00%
Evensky & Katz LLC 123 0 -123 -100.00%
Grimes & Company Inc. 749 0 -749 -100.00%
Weil Company Inc. 510 0 -510 -100.00%
SG Americas Securities LLC 14,937 0 -14,937 -100.00%
Tiff Advisory Services Inc. 83,965 0 -83,965 -100.00%
Jump Trading LLC 3,347 0 -3,347 -100.00%
Sentinel Trust Co. LBA 1,152 0 -1,152 -100.00%
Portland Investment Counsel Inc. 742 0 -742 -100.00%
Cypress Asset Management Inc. TX 2,025 0 -2,025 -100.00%
Roof Eidam & Maycock ADV 60 0 -60 -100.00%
Sumitomo Mitsui Financial Group Inc. 1,020,000 0 -1,020,000 -100.00%
Trust Co. of Toledo NA OH 3,077 0 -3,077 -100.00%
Osborne Partners Capital Management LLC 2,123 0 -2,123 -100.00%
Shufro Rose & Co. LLC 24 0 -24 -100.00%
BRYN MAWR TRUST Co 1,439 0 -1,439 -100.00%
AXA 8,470 0 -8,470 -100.00%
UBS Asset Management Americas Inc. 1,433 0 -1,433 -100.00%
State Farm Mutual Automobile Insurance Co. 3,236,454 0 -3,236,454 -100.00%
UNIVEST FINANCIAL Corp 82,165 0 -82,165 -100.00%
Bank of Nova Scotia 1,562 0 -1,562 -100.00%

See Summary: Institutional Holders of VOO
See Details: Top 10 Hedge Funds Holding VOO

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