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Institutional Holders of VOE

There is a long list of 934 institutional holders of VOE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VOE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VOE table below, the initial column indicates the name of each top institutional holder of VOE, with a link to that fund's top holdings. The next columns indicate the amount of VOE stock held by each of the institutional holders of VOE, followed by the VOE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Betterment LLC10,829,893$1,570,443 12/31/2023
     VOE10,829,893$1,570,443 12/31/2023
Morgan Stanley4,259,968$617,738 12/31/2023
     VOE4,259,968$617,738 12/31/2023
Bank of America Corp DE3,156,166$457,676 12/31/2023
     VOE3,156,166$457,676 12/31/2023
Assetmark Inc.3,043,556$441,346 12/31/2023
     VOE3,043,556$441,346 12/31/2023
Royal Bank of Canada2,837,020$411,397 12/31/2023
     VOE2,837,020$411,397 12/31/2023
Jones Financial Companies Lllp2,211,637$320,710 12/31/2023
     VOE2,211,637$320,710 12/31/2023
TIAA Trust National Association2,028,923$294,214 12/31/2023
     VOE2,028,923$294,214 12/31/2023
Wells Fargo & Company MN2,001,467$290,233 12/31/2023
     VOE2,001,467$290,233 12/31/2023
The PNC Financial Services Group Inc.1,808,381$262,233 12/31/2023
     VOE1,808,381$262,233 12/31/2023
UBS Group AG1,581,198$229,290 12/31/2023
     VOE1,581,198$229,290 12/31/2023
Envestnet Asset Management Inc.1,512,540$219,333 12/31/2023
     VOE1,512,540$219,333 12/31/2023
Stephens Group Asset Management LLC945,346$147,389 03/31/2024
     VOE945,346$147,389 03/31/2024
FMR LLC930,261$134,897 12/31/2023
     VOE930,261$134,897 12/31/2023
LPL Financial LLC910,990$132,103 12/31/2023
     VOE910,990$132,103 12/31/2023
Ameriprise Financial Inc.870,988$126,355 12/31/2023
     VOE870,988$126,355 12/31/2023
Northwestern Mutual Wealth Management Co.828,406$120,130 12/31/2023
     VOE828,406$120,130 12/31/2023
Wellspring Financial Advisors LLC796,506$115,501 12/31/2023
     VOE796,506$115,501 12/31/2023
Warren Averett Asset Management LLC761,901$110,483 12/31/2023
     VOE761,901$110,483 12/31/2023
Advisor Group Holdings Inc.708,928$102,825 12/31/2023
     VOE708,928$102,825 12/31/2023
EP Wealth Advisors LLC649,040$94,117 12/31/2023
     VOE649,040$94,117 12/31/2023
Rockefeller Capital Management L.P.634,505$92,010 12/31/2023
     VOE634,505$92,010 12/31/2023
Orgel Wealth Management LLC582,341$90,793 03/31/2024
     VOE582,341$90,793 03/31/2024
Pacific Life Fund Advisors LLC592,616$85,935 12/31/2023
     VOE592,616$85,935 12/31/2023
Stifel Financial Corp546,989$79,318 12/31/2023
     VOE546,989$79,318 12/31/2023
Charles Schwab Investment Management Inc.531,051$77,008 12/31/2023
     VOE531,051$77,008 12/31/2023
Moneta Group Investment Advisors LLC521,220$75,582 12/31/2023
     VOE521,220$75,582 12/31/2023
SYM FINANCIAL Corp475,820$68,999 12/31/2023
     VOE475,820$68,999 12/31/2023
Commonwealth Equity Services LLC469,787$68,124 12/31/2023
     VOE469,787$68,124 12/31/2023
Equitable Holdings Inc.466,612$67,663 12/31/2023
     VOE466,612$67,663 12/31/2023
Money Design Co. Ltd.456,291$66,167 12/31/2023
     VOE456,291$66,167 12/31/2023
Truist Financial Corp430,864$62,480 12/31/2023
     VOE430,864$62,480 12/31/2023
Raymond James Financial Services Advisors Inc.430,304$62,398 12/31/2023
     VOE430,304$62,398 12/31/2023
US Bancorp DE419,631$60,851 12/31/2023
     VOE419,631$60,851 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC408,883$59,278 12/31/2023
     VOE408,883$59,278 12/31/2023
Mariner LLC394,386$57,190 12/31/2023
     VOE394,386$57,190 12/31/2023
JPMorgan Chase & Co.355,633$51,570 12/31/2023
     VOE355,633$51,570 12/31/2023
Lincoln National Corp330,459$47,920 12/31/2023
     VOE330,459$47,920 12/31/2023
Rodgers & Associates LTD321,274$46,588 12/31/2023
     VOE321,274$46,588 12/31/2023
Creative Planning305,208$44,258 12/31/2023
     VOE305,208$44,258 12/31/2023
MML Investors Services LLC283,927$41,172 12/31/2023
     VOE283,927$41,172 12/31/2023
Trust Co263,776$41,125 03/31/2024
     VOE263,776$41,125 03/31/2024
Inspirion Wealth Advisors LLC261,204$40,724 03/31/2024
     VOE261,204$40,724 03/31/2024
1832 Asset Management L.P.266,263$38,611 12/31/2023
     VOE266,263$38,611 12/31/2023
Marotta Asset Management240,991$37,573 03/31/2024
     VOE240,991$37,573 03/31/2024
Private Advisor Group LLC258,137$37,432 12/31/2023
     VOE258,137$37,432 12/31/2023
Colony Group LLC253,451$36,753 12/31/2023
     VOE253,451$36,753 12/31/2023
Raymond James & Associates251,614$36,487 12/31/2023
     VOE251,614$36,487 12/31/2023
McAdam LLC237,828$34,487 12/31/2023
     VOE237,828$34,487 12/31/2023
Wealth Enhancement Advisory Services LLC216,248$33,715 03/31/2024
     VOE216,248$33,715 03/31/2024
Krilogy Financial LLC230,226$33,385 12/31/2023
     VOE230,226$33,385 12/31/2023

See All: Funds Holding VOE
See Details: Top 10 Hedge Funds Holding VOE
Also See: VOE Holdings Changes

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