HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VOX Share Count | ||||
| Executive Wealth Group LLC | 3,320 | 9,968 | +6,648 | +200.24% |
| Beacon Capital Management Inc. | 449,026 | 1,300,339 | +851,313 | +189.59% |
| CWM LLC | 964 | 1,790 | +826 | +85.68% |
| Exchange Traded Concepts LLC | 22,495 | 40,157 | +17,662 | +78.52% |
| Elevated Capital Advisors LLC | 10,959 | 17,170 | +6,211 | +56.67% |
| Park National Corp OH | 93,854 | 138,253 | +44,399 | +47.31% |
| Aprio Wealth Management LLC | 54,274 | 65,897 | +11,623 | +21.42% |
| Versant Capital Management Inc | 300 | 354 | +54 | +18.00% |
| Narus Financial Partners LLC | 11,453 | 13,188 | +1,735 | +15.15% |
| Atlas Capital Advisors LLC | 45,190 | 45,686 | +496 | +1.10% |
| Praetorian Wealth Management Inc. | 45,281 | 45,543 | +262 | +0.58% |
| Grey Fox Wealth Advisors LLC | 2,292 | 2,298 | +6 | +0.26% |
| Maltin Wealth Management Inc. | 2,773 | 2,780 | +7 | +0.25% |
| AdvisorNet Financial Inc | 423 | 424 | +1 | +0.24% |
| Grimes & Company Inc. | 1,917 | 1,921 | +4 | +0.21% |
| 13F Filers Reporting New Positions In VOX | ||||
| Salem Investment Counselors Inc. | 0 | 81 | +81 | +100% |
| Mather Group LLC. | 0 | 616 | +616 | +100% |
| Thomasville National Bank | 0 | 1,705 | +1,705 | +100% |
| Sound Income Strategies LLC | 0 | 281 | +281 | +100% |
| EWG Elevate Inc. | 0 | 9,797 | +9,797 | +100% |
| Register Financial Advisors LLC | 0 | 5 | +5 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 157 | 157 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 23 | 23 | UNCH | 0.00% |
| Evensky & Katz LLC | 19 | 19 | UNCH | 0.00% |
| MV Capital Management Inc. | 453 | 453 | UNCH | 0.00% |
| First PREMIER Bank | 849 | 849 | UNCH | 0.00% |
| Northwest Capital Management Inc | 154 | 154 | UNCH | 0.00% |
| Pacifica Partners Inc. | 14 | 14 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 250 | 250 | UNCH | 0.00% |
| Lpwm LLC | 5,212 | 5,212 | UNCH | 0.00% |
| Davis Capital Management | 108 | 108 | UNCH | 0.00% |
| City State Bank | 285 | 285 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 245,751 | 245,751 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 730 | 730 | UNCH | 0.00% |
| 13F Filers Decreasing VOX Share Count | ||||
| Financial Management Professionals Inc. | 28,679 | 13,269 | -15,410 | -53.73% |
| Hennion & Walsh Asset Management Inc. | 3,600 | 1,992 | -1,608 | -44.67% |
| Dumont & Blake Investment Advisors LLC | 21,366 | 14,774 | -6,592 | -30.85% |
| Keel Point LLC | 4,080 | 3,095 | -985 | -24.14% |
| Fifth Third Securities Inc. | 5,522 | 4,700 | -822 | -14.89% |
| Appleton Partners Inc. MA | 4,328 | 3,753 | -575 | -13.29% |
| Triangle Securities Wealth Management | 5,733 | 5,238 | -495 | -8.63% |
| First Financialcorp IN | 19,422 | 17,760 | -1,662 | -8.56% |
| NorthCrest Asset Manangement LLC | 6,180 | 5,741 | -439 | -7.10% |
| Stratos Wealth Partners LTD. | 12,341 | 11,481 | -860 | -6.97% |
| Boltwood Capital Management | 2,506 | 2,354 | -152 | -6.07% |
| Dynamic Advisor Solutions LLC | 8,635 | 8,165 | -470 | -5.44% |
| Saxon Interests Inc. | 6,393 | 6,090 | -303 | -4.74% |
| Collective Family Office LLC | 3,910 | 3,735 | -175 | -4.48% |
| Royal Fund Management LLC | 31,452 | 30,055 | -1,397 | -4.44% |
| Sharper & Granite LLC | 38,500 | 36,846 | -1,654 | -4.30% |
| Park Avenue Securities LLC | 1,851 | 1,773 | -78 | -4.21% |
| CVA Family Office LLC | 8,532 | 8,276 | -256 | -3.00% |
| ST Germain D J Co. Inc. | 120 | 117 | -3 | -2.50% |
| Exchange Capital Management Inc. | 53,380 | 52,866 | -514 | -0.96% |
| First National Bank | 14,051 | 13,941 | -110 | -0.78% |
| WBH Advisory Inc. | 32,269 | 32,090 | -179 | -0.55% |
| Massmutual Trust Co. FSB ADV | 50,274 | 50,094 | -180 | -0.36% |
| First National Corp MA ADV | 12,237 | 12,202 | -35 | -0.29% |
| 13F Filers Exiting VOX | ||||
| McGlone Suttner Wealth Management Inc. | 96 | 0 | -96 | -100.00% |
| International Assets Investment Management LLC | 115,605 | 0 | -115,605 | -100.00% |
| Bremer Bank National Association | 4,693 | 0 | -4,693 | -100.00% |
| CX Institutional | 9,074 | 0 | -9,074 | -100.00% |
| Stratos Wealth Advisors LLC | 3,736 | 0 | -3,736 | -100.00% |
| Transform Wealth LLC | 6,184 | 0 | -6,184 | -100.00% |
See Summary: Institutional Holders of VOX
See Details: Top 10 Hedge Funds Holding VOX
