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VWO Holdings Changes image
This page summarizes the VWO holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether VWO 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).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing VWO Share Count
Mirador Capital Partners LP 5,122 100,097 +94,975 +1854.26%
Bridgewealth Advisory Group LLC 6,948 38,360 +31,412 +452.10%
Versant Capital Management Inc 1,180 5,108 +3,928 +332.88%
General Partner Inc. 8,630 36,793 +28,163 +326.34%
Executive Wealth Group LLC 82,278 246,869 +164,591 +200.04%
Global Wealth Strategies & Associates 161 407 +246 +152.80%
Fifth Third Wealth Advisors LLC 25,422 56,922 +31,500 +123.91%
PFW Advisors LLC 89,220 195,718 +106,498 +119.37%
Sound Income Strategies LLC 646 1,405 +759 +117.49%
NorthCrest Asset Manangement LLC 6,510 14,153 +7,643 +117.40%
Viewpoint Capital Management LLC 26,605 53,210 +26,605 +100.00%
Wiley BROS. Aintree Capital LLC 122,693 235,989 +113,296 +92.34%
Cypress Financial Planning LLC 86,664 161,484 +74,820 +86.33%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,031 9,086 +4,055 +80.60%
International Assets Investment Management LLC 22,313 38,572 +16,259 +72.87%
Aua Capital Management LLC 9,160 15,733 +6,573 +71.76%
Tompkins Financial Corp 651 1,114 +463 +71.12%
One Wealth Advisors LLC 11,752 20,092 +8,340 +70.97%
Triangle Securities Wealth Management 56,158 90,510 +34,352 +61.17%
Burt Wealth Advisors 8,911 13,978 +5,067 +56.86%
Kingswood Wealth Advisors LLC 5,667 8,879 +3,212 +56.68%
Atlas Capital Advisors LLC 81,400 124,795 +43,395 +53.31%
Baker Boyer National Bank 16,801 25,231 +8,430 +50.18%
Thrive Wealth Management LLC 77,309 110,832 +33,523 +43.36%
Legacy Private Trust Co. 311,578 445,638 +134,060 +43.03%
Signal Advisors Wealth LLC 23,527 32,434 +8,907 +37.86%
HT Partners LLC 57,837 79,607 +21,770 +37.64%
MorganRosel Wealth Management LLC 21,286 28,967 +7,681 +36.08%
Fundamentun LLC 5,404 7,141 +1,737 +32.14%
RFG Advisory LLC 51,019 66,766 +15,747 +30.86%
Compton Wealth Advisory Group LLC 43,543 56,043 +12,500 +28.71%
CWM LLC 42,845 55,072 +12,227 +28.54%
Cedar Mountain Advisors LLC 89 114 +25 +28.09%
Northeast Financial Group Inc. 128,211 163,610 +35,399 +27.61%
Financial Life Advisors 16,192 20,652 +4,460 +27.54%
Daymark Wealth Partners LLC 18,231 22,786 +4,555 +24.98%
Hart & Patterson Financial Group LLC 160,689 199,778 +39,089 +24.33%
Independence Bank of Kentucky 2,407 2,982 +575 +23.89%
Von Berge Wealth Management Group LLC 71,286 88,172 +16,886 +23.69%
Catalyst Private Wealth LLC 16,838 20,735 +3,897 +23.14%
City Holding Co. 20,613 25,377 +4,764 +23.11%
Berger Financial Group Inc 217,727 266,670 +48,943 +22.48%
Capital Planning LLC 5,223 6,366 +1,143 +21.88%
Private Capital Management LLC 20,049 24,205 +4,156 +20.73%
Soundmark Wealth Management LLC 76,339 91,389 +15,050 +19.71%
Harbor Investment Advisory LLC 1,664 1,981 +317 +19.05%
American National Bank 1,880 2,213 +333 +17.71%
Brooklyn FI LLC 321,400 377,881 +56,481 +17.57%
DGS Capital Management LLC 7,638 8,972 +1,334 +17.47%
Clifford Swan Investment Counsel LLC 12,475 14,653 +2,178 +17.46%
Atlas Brown Inc. 5,563 6,521 +958 +17.22%
Financial Synergies Wealth Advisors Inc. 89,446 104,680 +15,234 +17.03%
Well Done LLC 21,799 25,507 +3,708 +17.01%
Beese Fulmer Investment Management Inc. 8,264 9,634 +1,370 +16.58%
Helen Stephens Group LLC 162,486 188,779 +26,293 +16.18%
Brookstone Capital Management 222,896 257,238 +34,342 +15.41%
First Community Trust NA 1,500 1,722 +222 +14.80%
LifeGuide Financial Advisors LLC 20,146 23,127 +2,981 +14.80%
Steele Capital Management Inc. 1,528,784 1,739,797 +211,013 +13.80%
Clarity Capital Advisors LLC 23,323 26,507 +3,184 +13.65%
Fragasso Group Inc. 11,212 12,707 +1,495 +13.33%
Stratos Wealth Partners LTD. 320,813 361,490 +40,677 +12.68%
Stockman Wealth Management Inc. 238,368 268,434 +30,066 +12.61%
Maltin Wealth Management Inc. 4,956 5,560 +604 +12.19%
Kathmere Capital Management LLC 383,755 429,841 +46,086 +12.01%
Signature Securities Group Corporation 27,395 30,640 +3,245 +11.85%
Wela Strategies Inc. 181,213 201,951 +20,738 +11.44%
Hexagon Capital Partners LLC 47,687 53,123 +5,436 +11.40%
Security Financial Services INC. 74,004 82,302 +8,298 +11.21%
Aletheian Wealth Advisors LLC 122,445 136,129 +13,684 +11.18%
Mountain Capital Investment Advisors Inc 635,365 706,040 +70,675 +11.12%
180 Wealth Advisors LLC 113,635 126,166 +12,531 +11.03%
Cooper Financial Group 6,206 6,868 +662 +10.67%
Halbert Hargrove Global Advisors LLC 11,240 12,417 +1,177 +10.47%
Voisard Asset Management Group Inc. 85,631 94,550 +8,919 +10.42%
Golden Road Advisors LLC 34,012 37,426 +3,414 +10.04%
Retirement Planning Group 64,862 71,354 +6,492 +10.01%
FF Advisors LLC 166,679 183,276 +16,597 +9.96%
Iron Horse Wealth Management LLC 198,376 218,103 +19,727 +9.94%
West Financial Advisors LLC 32,736 35,879 +3,143 +9.60%
Richard P Slaughter Associates Inc 179,657 196,660 +17,003 +9.46%
Park Place Capital Corp 12,864 14,080 +1,216 +9.45%
Disciplined Investments LLC 57,287 62,621 +5,334 +9.31%
OneAscent Financial Services LLC 19,608 21,428 +1,820 +9.28%
Pure Financial Advisors Inc. 1,354,205 1,479,550 +125,345 +9.26%
Halpern Financial Inc. 290,711 317,306 +26,595 +9.15%
Wedmont Private Capital 1,517,685 1,654,878 +137,193 +9.04%
Ellenbecker Investment Group 197,353 214,499 +17,146 +8.69%
Matrix Asset Advisors Inc. NY 33,214 36,027 +2,813 +8.47%
Axiom Advisory LLC 60,003 65,064 +5,061 +8.43%
Country Trust Bank 1,339,969 1,452,057 +112,088 +8.36%
JJJ Advisors Inc. 308,759 334,099 +25,340 +8.21%
Southland Equity Partners LLC 59,431 64,252 +4,821 +8.11%
Capital Advisors Ltd. LLC 3,722 4,023 +301 +8.09%
Evergreen Private Wealth LLC 5,350 5,772 +422 +7.89%
Cambridge Advisors Inc. 185,442 200,025 +14,583 +7.86%
Brown Miller Wealth Management LLC 48,901 52,697 +3,796 +7.76%
Asset Dedication LLC 15,676 16,875 +1,199 +7.65%
Andina Capital Management LLC 23,161 24,924 +1,763 +7.61%
MCF Advisors LLC 83,599 89,883 +6,284 +7.52%
Boston Standard Wealth Management LLC 336,713 361,647 +24,934 +7.41%
Roberts Wealth Advisors LLC 121,807 130,714 +8,907 +7.31%
Optimum Investment Advisors 13,945 14,945 +1,000 +7.17%
Nova R Wealth Inc. 31,159 33,301 +2,142 +6.87%
Elevated Capital Advisors LLC 67,116 71,724 +4,608 +6.87%
Cordant Inc. 250,778 267,100 +16,322 +6.51%
Praetorian Wealth Management Inc. 275,584 293,496 +17,912 +6.50%
First Bank & Trust 433,719 461,529 +27,810 +6.41%
Affiance Financial LLC 151,514 160,949 +9,435 +6.23%
WealthNavi Inc. 15,726,198 16,700,703 +974,505 +6.20%
Aurum Wealth Management Group LLC 997,944 1,059,049 +61,105 +6.12%
High Net Worth Advisory Group LLC 12,094 12,805 +711 +5.88%
Sovereign Financial Group Inc. 132,412 139,984 +7,572 +5.72%
Prentice Wealth Management LLC 246,021 259,397 +13,376 +5.44%
Charles Schwab Trust Co 153,838 162,049 +8,211 +5.34%
Apella Capital LLC 854,477 897,947 +43,470 +5.09%
Smith & Howard Wealth Management LLC 191,476 201,135 +9,659 +5.04%
Sunbelt Securities Inc. 6,169 6,477 +308 +4.99%
Greenfield Savings Bank 10,264 10,774 +510 +4.97%
Bruce G. Allen Investments LLC 29,456 30,900 +1,444 +4.90%
Stratos Wealth Advisors LLC 59,002 61,672 +2,670 +4.53%
Cooksen Wealth LLC 77,797 81,272 +3,475 +4.47%
First Financialcorp IN 18,232 19,017 +785 +4.31%
Fifth Third Securities Inc. 78,708 82,089 +3,381 +4.30%
Salem Investment Counselors Inc. 4,094 4,270 +176 +4.30%
Red Door Wealth Management LLC 19,883 20,721 +838 +4.21%
Aspire Private Capital LLC 150,592 156,921 +6,329 +4.20%
Acropolis Investment Management LLC 831,923 865,060 +33,137 +3.98%
Dentgroup LLC 24,474 25,438 +964 +3.94%
Noble Family Wealth LLC 24,074 25,011 +937 +3.89%
Farmers & Merchants Investments Inc. 1,427,266 1,479,261 +51,995 +3.64%
Rooted Wealth Advisors Inc. 45,420 47,066 +1,646 +3.62%
NBC Securities Inc. 28,187 29,168 +981 +3.48%
Abacus Planning Group Inc. 125,268 129,481 +4,213 +3.36%
Austin Private Wealth LLC 303,514 313,485 +9,971 +3.29%
DBK Financial Counsel LLC 75,165 77,552 +2,387 +3.18%
Hillcrest Wealth Advisors NY LLC 123,381 127,191 +3,810 +3.09%
Lincoln Capital LLC 9,020 9,295 +275 +3.05%
Clarity Wealth Advisors LLC 5,749 5,921 +172 +2.99%
Newton One Investments LLC 152,461 156,945 +4,484 +2.94%
GoalFusion Wealth Management LLC 91,580 94,208 +2,628 +2.87%
Romano Brothers AND Company 10,665 10,965 +300 +2.81%
Moller Financial Services 239,934 246,688 +6,754 +2.81%
Kohmann Bosshard Financial Services LLC 281,425 289,300 +7,875 +2.80%
McNamara Financial Services Inc. 133,474 137,029 +3,555 +2.66%
Cornerstone Wealth Advisors Inc. 83,179 85,395 +2,216 +2.66%
Lpwm LLC 113,212 116,141 +2,929 +2.59%
Kwmg LLC 429,248 440,010 +10,762 +2.51%
Grey Fox Wealth Advisors LLC 54,798 56,076 +1,278 +2.33%
Norwood Financial Corp 6,708 6,858 +150 +2.24%
Twele Capital Management Inc. 239,306 244,624 +5,318 +2.22%
Courage Miller Partners LLC 152,058 155,353 +3,295 +2.17%
Collective Family Office LLC 16,689 17,051 +362 +2.17%
Hurlow Wealth Management Group Inc. 189,102 193,169 +4,067 +2.15%
Stonehearth Capital Management LLC 230,038 234,961 +4,923 +2.14%
Bank of New Hampshire 87,229 89,056 +1,827 +2.09%
Echo45 Advisors LLC 168,746 172,140 +3,394 +2.01%
Montecito Bank & Trust 15,621 15,915 +294 +1.88%
Maryland Capital Advisors Inc. 8,253 8,388 +135 +1.64%
Capital Asset Advisory Services LLC 670,046 680,265 +10,219 +1.53%
Pathway Financial Advisors LLC 28,869 29,286 +417 +1.44%
Myecfo LLC 96,933 98,318 +1,385 +1.43%
CX Institutional 14,185 14,370 +185 +1.30%
Cypress Wealth Services LLC 29,335 29,708 +373 +1.27%
Evanson Asset Management LLC 45,412 45,986 +574 +1.26%
City State Bank 40,153 40,656 +503 +1.25%
Investment Partners LTD. 134,007 135,665 +1,658 +1.24%
Diversified Trust Co 30,922 31,304 +382 +1.24%
Enterprise Bank & Trust Co 33,295 33,701 +406 +1.22%
Chico Wealth RIA 6,823 6,903 +80 +1.17%
Oliver Luxxe Assets LLC 49,154 49,721 +567 +1.15%
Trilogy Capital Inc. 241,061 243,460 +2,399 +1.00%
Woodstock Corp 168,293 169,822 +1,529 +0.91%
Allen Capital Group LLC 22,950 23,155 +205 +0.89%
Winthrop Advisory Group LLC 122,940 124,013 +1,073 +0.87%
WBH Advisory Inc. 70,202 70,798 +596 +0.85%
BCS Wealth Management 14,175 14,278 +103 +0.73%
RHS Financial LLC 25,587 25,757 +170 +0.66%
Barrett & Company Inc. 18,307 18,395 +88 +0.48%
Radnor Capital Management LLC 14,225 14,285 +60 +0.42%
VERITY Wealth Advisors 84,150 84,487 +337 +0.40%
LBJ Family Wealth Advisors Ltd. 145,642 146,172 +530 +0.36%
Gleason Group Inc. 118,902 119,225 +323 +0.27%
Marshall & Sullivan Inc. WA 156,426 156,754 +328 +0.21%
Prosperity Planning Inc. 16,542 16,569 +27 +0.16%
Evensky & Katz LLC 789 790 +1 +0.13%
FSC Wealth Advisors LLC 822 823 +1 +0.12%
Pinnacle Bank 62,617 62,681 +64 +0.10%
CVA Family Office LLC 6,291 6,297 +6 +0.10%
Burkett Financial Services LLC 4,735 4,739 +4 +0.08%
Moody National Bank Trust Division 57,006 57,046 +40 +0.07%
SOA Wealth Advisors LLC. 1,463 1,464 +1 +0.07%
Bromfield Sneider Wealth Advisors 10,016 10,022 +6 +0.06%
Arbor Wealth Advisors LLC 20,312 20,314 +2 +0.01%
Fortitude Family Office LLC 50,736 50,737 +1 +0.00%
13F Filers Reporting New Positions In VWO
Orrstown Financial Services Inc. 0 18,281 +18,281 +100%
Fidelity D & D Bancorp Inc. 0 6,015 +6,015 +100%
Advance Capital Management Inc. 0 5,825 +5,825 +100%
SignalPoint Asset Management LLC 0 13,581 +13,581 +100%
Lowe Wealth Advisors LLC 0 13 +13 +100%
Riverview Trust Co 0 350 +350 +100%
BTC Capital Management Inc. 0 294,765 +294,765 +100%
Stewardship Advisors LLC 0 406,647 +406,647 +100%
Ferguson Shapiro LLC 0 80,110 +80,110 +100%
Apeiron RIA LLC 0 5,111 +5,111 +100%
Legacy Financial Group LLC 0 9,312 +9,312 +100%
GoalVest Advisory LLC 0 1,844 +1,844 +100%
Opal Wealth Advisors LLC 0 513 +513 +100%
Clarity Financial LLC 0 5,067 +5,067 +100%
Ameliora Wealth Management Ltd. 0 5,000 +5,000 +100%
Global Assets Advisory LLC 0 658,416 +658,416 +100%
GAMMA Investing LLC 0 2,777 +2,777 +100%
13F Filers With Unchanged Share Count
First National Corp MA ADV 23,100 23,100 UNCH 0.00%
Toth Financial Advisory Corp 829 829 UNCH 0.00%
Factory Mutual Insurance Co. 28,100 28,100 UNCH 0.00%
Guyasuta Investment Advisors Inc. 9,635 9,635 UNCH 0.00%
Baldwin Brothers Inc. MA 15,999 15,999 UNCH 0.00%
Adirondack Trust Co. 5,190 5,190 UNCH 0.00%
M&R Capital Management Inc. 200 200 UNCH 0.00%
Indiana Trust & Investment Management CO 6,353 6,353 UNCH 0.00%
Cohen Klingenstein LLC 43,329 43,329 UNCH 0.00%
Sageworth Trust Co 112,676 112,676 UNCH 0.00%
Asset Allocation & Management Company LLC 80,229 80,229 UNCH 0.00%
Perkins Coie Trust Co 4,716 4,716 UNCH 0.00%
F&V Capital Management LLC 13,885 13,885 UNCH 0.00%
Cranbrook Wealth Management LLC 205,903 205,903 UNCH 0.00%
Ayalon Holdings Ltd. 300 300 UNCH 0.00%
Harbour Capital Advisors LLC 13,419 13,419 UNCH 0.00%
Northwest Capital Management Inc 1,134 1,134 UNCH 0.00%
Ariston Services Group 187,052 187,052 UNCH 0.00%
Market Street Wealth Management Advisors LLC 38,223 38,223 UNCH 0.00%
Legend Financial Advisors Inc. 221 221 UNCH 0.00%
Lion Street Advisors LLC 16,171 16,171 UNCH 0.00%
Game Plan Financial Advisors LLC 35 35 UNCH 0.00%
McLean Asset Management Corp 8,315 8,315 UNCH 0.00%
DHJJ Financial Advisors Ltd. 3,440 3,440 UNCH 0.00%
Piscataqua Savings Bank 74 74 UNCH 0.00%
GP Brinson Investments LLC 361,265 361,265 UNCH 0.00%
Hennion & Walsh Asset Management Inc. 6,662 6,662 UNCH 0.00%
OLIO Financial Planning 79,859 79,859 UNCH 0.00%
Armstrong Advisory Group Inc. 2,742 2,742 UNCH 0.00%
Signature Resources Capital Management LLC 718 718 UNCH 0.00%
Horizons Wealth Management 13,876 13,876 UNCH 0.00%
Coston McIsaac & Partners 2,448 2,448 UNCH 0.00%
Dakota Community Bank & Trust NA 318 318 UNCH 0.00%
Trifecta Capital Advisors LLC 6,348 6,348 UNCH 0.00%
Seed Wealth Management Inc. 5,790 5,790 UNCH 0.00%
Sebold Capital Management Inc. 7,024 7,024 UNCH 0.00%
Arlington Trust Co LLC 1,750 1,750 UNCH 0.00%
PFS Partners LLC 88 88 UNCH 0.00%
West Paces Advisors Inc. 1,976 1,976 UNCH 0.00%
Trust Co of the South 65,701 65,701 UNCH 0.00%
Peirce Capital Management LLC 12,205 12,205 UNCH 0.00%
Partnership Wealth Management LLC 99 99 UNCH 0.00%
13F Filers Decreasing VWO Share Count
Aprio Wealth Management LLC 97,920 6,837 -91,083 -93.02%
Tsfg LLC 8,515 949 -7,566 -88.85%
Carlson Capital Management 325,497 46,140 -279,357 -85.82%
Trust Co. of Virginia VA 78,050 11,064 -66,986 -85.82%
SJS Investment Consulting Inc. 379 104 -275 -72.56%
LVW Advisors LLC 24,255 6,677 -17,578 -72.47%
Robbins Farley LLC 148 42 -106 -71.62%
Financial Management Professionals Inc. 1,104 343 -761 -68.93%
Banque Cantonale Vaudoise 1,327 427 -900 -67.82%
Anderson Hoagland & Co. 441,864 147,889 -293,975 -66.53%
S.A. Mason LLC 10,615 3,703 -6,912 -65.12%
Symmetry Partners LLC 799,870 298,396 -501,474 -62.69%
Stephenson National Bank & Trust 655 269 -386 -58.93%
SeaCrest Wealth Management LLC 15,311 6,357 -8,954 -58.48%
Mechanics Bank Trust Department 26,573 11,112 -15,461 -58.18%
Richardson Capital Management LLC 3,934 1,811 -2,123 -53.97%
First Citizens Bank & Trust Co. 260,521 126,709 -133,812 -51.36%
True North Advisors LLC 10,739 6,197 -4,542 -42.29%
AdvisorNet Financial Inc 307,406 186,995 -120,411 -39.17%
Register Financial Advisors LLC 3,759 2,324 -1,435 -38.18%
InTrack Investment Management Inc 25,117 15,694 -9,423 -37.52%
Integrated Investment Consultants LLC 29,615 19,375 -10,240 -34.58%
Affinity Capital Advisors LLC 16,895 11,164 -5,731 -33.92%
Cairn Investment Group Inc. 339,685 228,821 -110,864 -32.64%
Alliance Wealth Advisors LLC 18,321 12,664 -5,657 -30.88%
Roble Belko & Company Inc 304,994 218,032 -86,962 -28.51%
Roth Financial Partners LLC 90,241 64,621 -25,620 -28.39%
Five Oceans Advisors 45,264 33,040 -12,224 -27.01%
Guidance Capital Inc. 6,926 5,082 -1,844 -26.62%
CIC Wealth LLC 11,726 8,623 -3,103 -26.46%
First PREMIER Bank 48,715 36,517 -12,198 -25.04%
Allspring Global Investments Holdings LLC 1,252,149 940,493 -311,656 -24.89%
Webster Bank N. A. 28,407 21,407 -7,000 -24.64%
Private Ocean LLC 76,274 58,569 -17,705 -23.21%
Liberty Capital Management Inc. 30,097 23,459 -6,638 -22.06%
Norway Savings Bank 65,587 51,240 -14,347 -21.87%
UMA Financial Services Inc. 6,484 5,113 -1,371 -21.14%
Central Bank & Trust Co. 391,793 313,225 -78,568 -20.05%
Capital Investment Advisors LLC 263,261 213,999 -49,262 -18.71%
Total Wealth Planning LLC 16,124 13,165 -2,959 -18.35%
LexAurum Advisors LLC 7,455 6,099 -1,356 -18.19%
Wealth Enhancement Advisory Services LLC 15,541,238 12,975,930 -2,565,308 -16.51%
Parkside Investments LLC 22,556 18,926 -3,630 -16.09%
Occidental Asset Management LLC 5,855 4,966 -889 -15.18%
ST Germain D J Co. Inc. 44,647 37,868 -6,779 -15.18%
Jeppson Wealth Management LLC 9,136 7,762 -1,374 -15.04%
Appleton Partners Inc. MA 34,183 29,063 -5,120 -14.98%
Falcon Wealth Planning 62,134 52,918 -9,216 -14.83%
Rockland Trust Co. 50,865 43,448 -7,417 -14.58%
Trust Co 718,298 615,392 -102,906 -14.33%
Garrett Investment Advisors LLC 86,133 74,204 -11,929 -13.85%
Narus Financial Partners LLC 26,636 22,990 -3,646 -13.69%
Woodmont Investment Counsel LLC 133,347 115,546 -17,801 -13.35%
Congress Wealth Management LLC DE 223,574 194,205 -29,369 -13.14%
Pettinga Financial Advisors LLC 10,258 8,953 -1,305 -12.72%
Single Point Partners LLC 71,341 62,520 -8,821 -12.36%
Capital Insight Partners LLC 7,687 6,757 -930 -12.10%
Columbia Advisory Partners LLC 6,728 5,937 -791 -11.76%
Family Wealth Partners LLC 30,850 27,228 -3,622 -11.74%
Alpha Omega Wealth Management LLC 14,123 12,548 -1,575 -11.15%
Chemistry Wealth Management LLC 30,917 27,635 -3,282 -10.62%
Whitcomb & Hess Inc. 378,787 338,992 -39,795 -10.51%
Francis Financial Inc. 60,262 54,052 -6,210 -10.31%
Aspiriant LLC 104,700 94,014 -10,686 -10.21%
Capital Advisors Wealth Management LLC 5,733 5,151 -582 -10.15%
Park Avenue Securities LLC 159,930 143,703 -16,227 -10.15%
Wealthcare Advisory Partners LLC 39,673 35,747 -3,926 -9.90%
Verum Partners LLC 37,613 33,969 -3,644 -9.69%
Opinicus Capital Inc. 13,940 12,649 -1,291 -9.26%
LongView Wealth Management 39,600 36,134 -3,466 -8.75%
Atticus Wealth Management LLC 3,589 3,279 -310 -8.64%
Chesley Taft & Associates LLC 10,424 9,526 -898 -8.61%
Gradient Capital Advisors LLC 21,930 20,047 -1,883 -8.59%
Boltwood Capital Management 11,940 10,935 -1,005 -8.42%
Marotta Asset Management 523,884 481,062 -42,822 -8.17%
Cyndeo Wealth Partners LLC 64,549 59,439 -5,110 -7.92%
Procyon Private Wealth Partners LLC 169,212 155,967 -13,245 -7.83%
Stordahl Capital Management Inc. 17,774 16,426 -1,348 -7.58%
Etesian Wealth Advisors Inc. 14,081 13,028 -1,053 -7.48%
Compass Ion Advisors LLC 54,638 50,608 -4,030 -7.38%
Sarasin & Partners LLP 90,623 83,946 -6,677 -7.37%
Massmutual Trust Co. FSB ADV 435,055 403,653 -31,402 -7.22%
Murphy Middleton Hinkle & Parker Inc. 56,119 52,481 -3,638 -6.48%
Keel Point LLC 35,331 33,091 -2,240 -6.34%
BKM Wealth Management LLC 92,497 86,695 -5,802 -6.27%
Folger Nolan Fleming Douglas Capital Management Inc. 12,864 12,062 -802 -6.23%
Schoolcraft Capital LLC 43,969 41,258 -2,711 -6.17%
Park National Corp OH 37,374 35,124 -2,250 -6.02%
MGO Private Wealth LLC 127,911 120,250 -7,661 -5.99%
First Hawaiian Bank 83,301 78,622 -4,679 -5.62%
Atlas Private Wealth Management 26,589 25,158 -1,431 -5.38%
Family CFO Inc 79,033 74,810 -4,223 -5.34%
Pacifica Partners Inc. 2,720 2,575 -145 -5.33%
Morton Capital Management LLC CA 12,743 12,076 -667 -5.23%
Heartwood Wealth Advisors LLC 74,989 71,066 -3,923 -5.23%
Foster Group Inc. 138,615 131,580 -7,035 -5.08%
Galvin Gaustad & Stein LLC 235,495 223,980 -11,515 -4.89%
Foster & Motley Inc. 6,475 6,163 -312 -4.82%
Hilltop Wealth Advisors LLC 82,965 78,976 -3,989 -4.81%
Exchange Bank 6,973 6,638 -335 -4.80%
RWM Asset Management LLC 6,440 6,133 -307 -4.77%
Conrad Siegel Investment Advisors Inc. 20,700 19,717 -983 -4.75%
Flagship Harbor Advisors LLC 66,800 63,694 -3,106 -4.65%
Financial Strategies Group Inc. 85,901 82,038 -3,863 -4.50%
Congress Asset Management Co. MA 107,571 102,852 -4,719 -4.39%
Ausdal Financial Partners Inc. 22,167 21,208 -959 -4.33%
Chapin Davis Inc. 26,076 24,966 -1,110 -4.26%
Crestmont Private Wealth LLC 313,766 300,523 -13,243 -4.22%
OLD National Bancorp IN 318,847 305,503 -13,344 -4.19%
Powell Investment Advisors LLC 74,359 71,259 -3,100 -4.17%
Colton Groome Financial Advisors LLC 6,403 6,141 -262 -4.09%
Colorado Capital Management Inc. 9,696 9,301 -395 -4.07%
Buckingham Capital Management Inc. 11,120 10,669 -451 -4.06%
Orgel Wealth Management LLC 16,661 16,087 -574 -3.45%
Navalign LLC 34,698 33,608 -1,090 -3.14%
Baker Ellis Asset Management LLC 9,683 9,407 -276 -2.85%
Defined Wealth Management LLC 82,243 79,915 -2,328 -2.83%
Sharper & Granite LLC 13,596 13,233 -363 -2.67%
Mustard Seed Financial LLC 17,614 17,160 -454 -2.58%
Annapolis Financial Services LLC 140,742 137,366 -3,376 -2.40%
Pioneer Wealth Management Group 9,570 9,346 -224 -2.34%
Clarius Group LLC 148,199 144,755 -3,444 -2.32%
Hubbell Strickland Wealth Management LLC 7,961 7,797 -164 -2.06%
Alaska Permanent Fund Corp 6,920,671 6,800,640 -120,031 -1.73%
Gilman Hill Asset Management LLC 51,320 50,490 -830 -1.62%
Courier Capital LLC 144,729 142,461 -2,268 -1.57%
Seaside Wealth Management Inc. 25,175 24,802 -373 -1.48%
First National Bank 61,165 60,299 -866 -1.42%
Dynamic Advisor Solutions LLC 305,142 300,858 -4,284 -1.40%
Signet Financial Management LLC 23,781 23,455 -326 -1.37%
Stephens Consulting LLC 1,878 1,855 -23 -1.22%
Summit Financial Group Inc. 64,466 63,698 -768 -1.19%
Bangor Savings Bank 315,023 311,350 -3,673 -1.17%
Twelve Points Wealth Management LLC 5,545 5,483 -62 -1.12%
Tarbox Family Office Inc. 284,013 281,195 -2,818 -0.99%
Matthew Goff Investment Advisor LLC 22,283 22,065 -218 -0.98%
Lbmc Investment Advisors LLC 188,476 186,678 -1,798 -0.95%
Waller Financial Planning Group Inc. 102,430 101,506 -924 -0.90%
Columbus Macro LLC 69,018 68,440 -578 -0.84%
Exchange Capital Management Inc. 44,659 44,301 -358 -0.80%
Patriot Investment Management Inc. 853,153 846,508 -6,645 -0.78%
Ballentine Partners LLC 2,905,655 2,883,714 -21,941 -0.76%
Windsor Capital Management LLC 33,905 33,662 -243 -0.72%
Norris Perne & French LLP MI 132,919 131,966 -953 -0.72%
Peterson Wealth Advisors LLC 77,238 76,686 -552 -0.71%
ADE LLC 8,836 8,774 -62 -0.70%
Cedar Brook Financial Partners LLC 101,348 100,669 -679 -0.67%
LVM Capital Management Ltd. MI 10,520 10,450 -70 -0.67%
Sunflower Bank N.A. 244,900 243,458 -1,442 -0.59%
Arbor Trust Wealth Advisors LLC 30,449 30,274 -175 -0.57%
Financial Enhancement Group LLC 45,667 45,435 -232 -0.51%
Grimes & Company Inc. 63,644 63,334 -310 -0.49%
Manning & Napier Group LLC 441,733 439,666 -2,067 -0.47%
Cora Capital Advisors LLC 16,618 16,546 -72 -0.43%
AFG Fiduciary Services Limited Partnership 22,730 22,635 -95 -0.42%
Integrity Wealth Solutions LLC 55,175 54,969 -206 -0.37%
KMG Fiduciary Partners LLC 36,656 36,523 -133 -0.36%
MPS Loria Financial Planners LLC 7,679 7,651 -28 -0.36%
Ironwood Wealth Management LLC. 7,522 7,495 -27 -0.36%
Mather Group LLC. 7,677,583 7,654,134 -23,449 -0.31%
Global Trust Asset Management LLC 37,476 37,391 -85 -0.23%
Founders Financial Securities LLC 11,735 11,712 -23 -0.20%
Peoples Financial Services CORP. 1,700 1,697 -3 -0.18%
Moisand Fitzgerald Tamayo LLC 2,144 2,141 -3 -0.14%
RDA Financial Network 16,311 16,289 -22 -0.13%
Barry Investment Advisors LLC 210,105 209,936 -169 -0.08%
Lam Group Inc. 15,860 15,855 -5 -0.03%
Kathleen S. Wright Associates Inc. 5,798 5,796 -2 -0.03%
Sage Capital Advisors llc 10,866 10,863 -3 -0.03%
13F Filers Exiting VWO
O Connor Financial Group LLC 10,084 0 -10,084 -100.00%
McGlone Suttner Wealth Management Inc. 227 0 -227 -100.00%
Strata Wealth Advisors LLC 6,070 0 -6,070 -100.00%
Safeguard Financial LLC 7,116 0 -7,116 -100.00%
Sandy Cove Advisors LLC 17,649 0 -17,649 -100.00%
Henrickson Nauta Wealth Advisors Inc. 6,944 0 -6,944 -100.00%
Independent Wealth Network Inc. 6,419 0 -6,419 -100.00%
Koss Olinger Consulting LLC 242,639 0 -242,639 -100.00%
Investment Research & Advisory Group Inc. 98 0 -98 -100.00%
Carolina Wealth Advisors LLC 5 0 -5 -100.00%
Curated Wealth Partners LLC 34,850 0 -34,850 -100.00%
Bremer Bank National Association 21,869 0 -21,869 -100.00%
Inscription Capital LLC 8,547 0 -8,547 -100.00%
WoodTrust Financial Corp 388,098 0 -388,098 -100.00%
Sawyer & Company Inc 707 0 -707 -100.00%
Parisi Gray Wealth Management 46,820 0 -46,820 -100.00%
Founders Capital Management 1,638 0 -1,638 -100.00%
BlueSky Wealth Advisors LLC 169,317 0 -169,317 -100.00%
Northwest Quadrant Wealth Management LLC 240,088 0 -240,088 -100.00%
Perennial Advisors LLC 48,745 0 -48,745 -100.00%
Polianta Ltd 164,100 0 -164,100 -100.00%
Thomasville National Bank 5,002 0 -5,002 -100.00%
Annex Advisory Services LLC 12,444 0 -12,444 -100.00%
Brookmont Capital Management 5,221 0 -5,221 -100.00%
West Coast Financial LLC 5,091 0 -5,091 -100.00%
AlphaMark Advisors LLC 162 0 -162 -100.00%
Fulton Bank N.A. 7,025 0 -7,025 -100.00%

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

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