HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing VTWO Share Count | ||||
| Financial Management Professionals Inc. | 8 | 643 | +635 | +7937.50% |
| Prairieview Wealth Partners LLC | 12,315 | 23,906 | +11,591 | +94.12% |
| AdvisorNet Financial Inc | 1,938 | 3,467 | +1,529 | +78.90% |
| Harbor Investment Advisory LLC | 4 | 7 | +3 | +75.00% |
| Atlas Capital Advisors LLC | 199 | 316 | +117 | +58.79% |
| CWM LLC | 4,732 | 6,698 | +1,966 | +41.55% |
| 180 Wealth Advisors LLC | 11,748 | 15,034 | +3,286 | +27.97% |
| Hexagon Capital Partners LLC | 5,969 | 7,457 | +1,488 | +24.93% |
| Webster Bank N. A. | 6,416 | 7,321 | +905 | +14.11% |
| McLean Asset Management Corp | 15,324 | 17,269 | +1,945 | +12.69% |
| Kingswood Wealth Advisors LLC | 2,599 | 2,890 | +291 | +11.20% |
| First Citizens Bank & Trust Co. | 543,103 | 603,232 | +60,129 | +11.07% |
| Wealthcare Advisory Partners LLC | 8,924 | 9,734 | +810 | +9.08% |
| Park Avenue Securities LLC | 18,309 | 19,942 | +1,633 | +8.92% |
| Brookstone Capital Management | 29,140 | 31,339 | +2,199 | +7.55% |
| Foresight Capital Management Advisors Inc. | 30,394 | 32,280 | +1,886 | +6.21% |
| Golden Road Advisors LLC | 11,718 | 12,346 | +628 | +5.36% |
| Foster Group Inc. | 195,129 | 204,235 | +9,106 | +4.67% |
| Lpwm LLC | 3,966 | 4,067 | +101 | +2.55% |
| SignalPoint Asset Management LLC | 5,412 | 5,537 | +125 | +2.31% |
| Wedmont Private Capital | 3,274 | 3,342 | +68 | +2.08% |
| Wealth Enhancement Advisory Services LLC | 25,688 | 26,190 | +502 | +1.95% |
| Fifth Third Securities Inc. | 14,995 | 15,108 | +113 | +0.75% |
| Brooklyn FI LLC | 50,104 | 50,463 | +359 | +0.72% |
| Opinicus Capital Inc. | 3,541 | 3,566 | +25 | +0.71% |
| PFW Advisors LLC | 29,607 | 29,726 | +119 | +0.40% |
| Fortitude Family Office LLC | 677 | 679 | +2 | +0.30% |
| O ROURKE & COMPANY Inc | 3,067 | 3,071 | +4 | +0.13% |
| LVW Advisors LLC | 139,030 | 139,200 | +170 | +0.12% |
| Aurum Wealth Management Group LLC | 2,992 | 2,994 | +2 | +0.07% |
| Lbmc Investment Advisors LLC | 154,873 | 154,949 | +76 | +0.05% |
| Cedar Brook Financial Partners LLC | 2,841 | 2,842 | +1 | +0.04% |
| 13F Filers Reporting New Positions In VTWO | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 3,476 | +3,476 | +100% |
| First Financialcorp IN | 0 | 2,246 | +2,246 | +100% |
| Massmutual Trust Co. FSB ADV | 0 | 78 | +78 | +100% |
| Mather Group LLC. | 0 | 160 | +160 | +100% |
| SMI Advisory Services LLC | 0 | 33,819 | +33,819 | +100% |
| Deane Retirement Strategies Inc. | 0 | 125 | +125 | +100% |
| Cadent Capital Advisors LLC | 0 | 116,975 | +116,975 | +100% |
| Opal Wealth Advisors LLC | 0 | 7 | +7 | +100% |
| Bromfield Sneider Wealth Advisors | 0 | 1,102 | +1,102 | +100% |
| Global Wealth Strategies & Associates | 0 | 68,670 | +68,670 | +100% |
| Signal Advisors Wealth LLC | 0 | 5,650 | +5,650 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First National Bank | 7,975 | 7,975 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 700 | 700 | UNCH | 0.00% |
| Optimum Investment Advisors | 522 | 522 | UNCH | 0.00% |
| Adirondack Trust Co. | 1,221 | 1,221 | UNCH | 0.00% |
| Central Bank & Trust Co. | 2,590 | 2,590 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 54 | 54 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 720 | 720 | UNCH | 0.00% |
| Asset Dedication LLC | 5 | 5 | UNCH | 0.00% |
| Edge Wealth Management LLC | 2,665 | 2,665 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 886 | 886 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 42 | 42 | UNCH | 0.00% |
| Northwest Capital Management Inc | 329 | 329 | UNCH | 0.00% |
| Versant Capital Management Inc | 304 | 304 | UNCH | 0.00% |
| Aspire Private Capital LLC | 170 | 170 | UNCH | 0.00% |
| Enterprise Bank & Trust Co | 6,877 | 6,877 | UNCH | 0.00% |
| Tsfg LLC | 236 | 236 | UNCH | 0.00% |
| CVA Family Office LLC | 5 | 5 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 30 | 30 | UNCH | 0.00% |
| Collective Family Office LLC | 4,450 | 4,450 | UNCH | 0.00% |
| FSC Wealth Advisors LLC | 79 | 79 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 132 | 132 | UNCH | 0.00% |
| Coston McIsaac & Partners | 3 | 3 | UNCH | 0.00% |
| Arlington Trust Co LLC | 23,000 | 23,000 | UNCH | 0.00% |
| Southland Equity Partners LLC | 2,767 | 2,767 | UNCH | 0.00% |
| 13F Filers Decreasing VTWO Share Count | ||||
| International Assets Investment Management LLC | 137,789 | 6,019 | -131,770 | -95.63% |
| Stratos Wealth Advisors LLC | 38,671 | 5,542 | -33,129 | -85.67% |
| Baldwin Brothers Inc. MA | 185 | 33 | -152 | -82.16% |
| OLD National Bancorp IN | 44,822 | 19,096 | -25,726 | -57.40% |
| NBC Securities Inc. | 300 | 130 | -170 | -56.67% |
| Stratos Wealth Partners LTD. | 6,517 | 5,985 | -532 | -8.16% |
| Sound Income Strategies LLC | 422 | 388 | -34 | -8.06% |
| Halbert Hargrove Global Advisors LLC | 39,114 | 36,065 | -3,049 | -7.80% |
| Pinnacle Bank | 50 | 47 | -3 | -6.00% |
| S. R. Schill & Associates | 191,127 | 184,543 | -6,584 | -3.44% |
| Keel Point LLC | 6,028 | 5,826 | -202 | -3.35% |
| Signature Securities Group Corporation | 4,067 | 3,963 | -104 | -2.56% |
| HFG Advisors Inc. | 4,185 | 4,083 | -102 | -2.44% |
| Stordahl Capital Management Inc. | 8,733 | 8,533 | -200 | -2.29% |
| Austin Private Wealth LLC | 102,547 | 100,260 | -2,287 | -2.23% |
| Traynor Capital Management Inc. | 2,502 | 2,462 | -40 | -1.60% |
| Plimoth Trust Co. LLC | 3,556 | 3,503 | -53 | -1.49% |
| First Hawaiian Bank | 27,027 | 26,999 | -28 | -0.10% |
| Moody National Bank Trust Division | 103,622 | 103,527 | -95 | -0.09% |
| 13F Filers Exiting VTWO | ||||
| Sandy Cove Advisors LLC | 6,718 | 0 | -6,718 | -100.00% |
| Bank of New Hampshire | 170 | 0 | -170 | -100.00% |
| Robbins Farley LLC | 1 | 0 | -1 | -100.00% |
See Summary: Institutional Holders of VTWO
See Details: Top 10 Hedge Funds Holding VTWO
