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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Betterment LLC | 10,829,893 | $1,570,443 | 12/31/2023 |
VOE | 10,829,893 | $1,570,443 | 12/31/2023 |
Morgan Stanley | 4,259,968 | $617,738 | 12/31/2023 |
VOE | 4,259,968 | $617,738 | 12/31/2023 |
Bank of America Corp DE | 3,156,166 | $457,676 | 12/31/2023 |
VOE | 3,156,166 | $457,676 | 12/31/2023 |
Assetmark Inc. | 3,043,556 | $441,346 | 12/31/2023 |
VOE | 3,043,556 | $441,346 | 12/31/2023 |
Royal Bank of Canada | 2,837,020 | $411,397 | 12/31/2023 |
VOE | 2,837,020 | $411,397 | 12/31/2023 |
Jones Financial Companies Lllp | 2,211,637 | $320,710 | 12/31/2023 |
VOE | 2,211,637 | $320,710 | 12/31/2023 |
TIAA Trust National Association | 2,028,923 | $294,214 | 12/31/2023 |
VOE | 2,028,923 | $294,214 | 12/31/2023 |
Wells Fargo & Company MN | 2,001,467 | $290,233 | 12/31/2023 |
VOE | 2,001,467 | $290,233 | 12/31/2023 |
The PNC Financial Services Group Inc. | 1,808,381 | $262,233 | 12/31/2023 |
VOE | 1,808,381 | $262,233 | 12/31/2023 |
UBS Group AG | 1,581,198 | $229,290 | 12/31/2023 |
VOE | 1,581,198 | $229,290 | 12/31/2023 |
Envestnet Asset Management Inc. | 1,512,540 | $219,333 | 12/31/2023 |
VOE | 1,512,540 | $219,333 | 12/31/2023 |
Stephens Group Asset Management LLC | 945,346 | $147,389 | 03/31/2024 |
VOE | 945,346 | $147,389 | 03/31/2024 |
FMR LLC | 930,261 | $134,897 | 12/31/2023 |
VOE | 930,261 | $134,897 | 12/31/2023 |
LPL Financial LLC | 910,990 | $132,103 | 12/31/2023 |
VOE | 910,990 | $132,103 | 12/31/2023 |
Ameriprise Financial Inc. | 870,988 | $126,355 | 12/31/2023 |
VOE | 870,988 | $126,355 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 828,406 | $120,130 | 12/31/2023 |
VOE | 828,406 | $120,130 | 12/31/2023 |
Wellspring Financial Advisors LLC | 796,506 | $115,501 | 12/31/2023 |
VOE | 796,506 | $115,501 | 12/31/2023 |
Warren Averett Asset Management LLC | 761,901 | $110,483 | 12/31/2023 |
VOE | 761,901 | $110,483 | 12/31/2023 |
Advisor Group Holdings Inc. | 708,928 | $102,825 | 12/31/2023 |
VOE | 708,928 | $102,825 | 12/31/2023 |
EP Wealth Advisors LLC | 649,040 | $94,117 | 12/31/2023 |
VOE | 649,040 | $94,117 | 12/31/2023 |
Rockefeller Capital Management L.P. | 634,505 | $92,010 | 12/31/2023 |
VOE | 634,505 | $92,010 | 12/31/2023 |
Orgel Wealth Management LLC | 582,341 | $90,793 | 03/31/2024 |
VOE | 582,341 | $90,793 | 03/31/2024 |
Pacific Life Fund Advisors LLC | 592,616 | $85,935 | 12/31/2023 |
VOE | 592,616 | $85,935 | 12/31/2023 |
Stifel Financial Corp | 546,989 | $79,318 | 12/31/2023 |
VOE | 546,989 | $79,318 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 531,051 | $77,008 | 12/31/2023 |
VOE | 531,051 | $77,008 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 521,220 | $75,582 | 12/31/2023 |
VOE | 521,220 | $75,582 | 12/31/2023 |
SYM FINANCIAL Corp | 475,820 | $68,999 | 12/31/2023 |
VOE | 475,820 | $68,999 | 12/31/2023 |
Commonwealth Equity Services LLC | 469,787 | $68,124 | 12/31/2023 |
VOE | 469,787 | $68,124 | 12/31/2023 |
Equitable Holdings Inc. | 466,612 | $67,663 | 12/31/2023 |
VOE | 466,612 | $67,663 | 12/31/2023 |
Money Design Co. Ltd. | 456,291 | $66,167 | 12/31/2023 |
VOE | 456,291 | $66,167 | 12/31/2023 |
Truist Financial Corp | 430,864 | $62,480 | 12/31/2023 |
VOE | 430,864 | $62,480 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 430,304 | $62,398 | 12/31/2023 |
VOE | 430,304 | $62,398 | 12/31/2023 |
US Bancorp DE | 419,631 | $60,851 | 12/31/2023 |
VOE | 419,631 | $60,851 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 408,883 | $59,278 | 12/31/2023 |
VOE | 408,883 | $59,278 | 12/31/2023 |
Mariner LLC | 394,386 | $57,190 | 12/31/2023 |
VOE | 394,386 | $57,190 | 12/31/2023 |
JPMorgan Chase & Co. | 355,633 | $51,570 | 12/31/2023 |
VOE | 355,633 | $51,570 | 12/31/2023 |
Lincoln National Corp | 330,459 | $47,920 | 12/31/2023 |
VOE | 330,459 | $47,920 | 12/31/2023 |
Rodgers & Associates LTD | 321,274 | $46,588 | 12/31/2023 |
VOE | 321,274 | $46,588 | 12/31/2023 |
Creative Planning | 305,208 | $44,258 | 12/31/2023 |
VOE | 305,208 | $44,258 | 12/31/2023 |
MML Investors Services LLC | 283,927 | $41,172 | 12/31/2023 |
VOE | 283,927 | $41,172 | 12/31/2023 |
Trust Co | 263,776 | $41,125 | 03/31/2024 |
VOE | 263,776 | $41,125 | 03/31/2024 |
Inspirion Wealth Advisors LLC | 261,204 | $40,724 | 03/31/2024 |
VOE | 261,204 | $40,724 | 03/31/2024 |
1832 Asset Management L.P. | 266,263 | $38,611 | 12/31/2023 |
VOE | 266,263 | $38,611 | 12/31/2023 |
Marotta Asset Management | 240,991 | $37,573 | 03/31/2024 |
VOE | 240,991 | $37,573 | 03/31/2024 |
Private Advisor Group LLC | 258,137 | $37,432 | 12/31/2023 |
VOE | 258,137 | $37,432 | 12/31/2023 |
Colony Group LLC | 253,451 | $36,753 | 12/31/2023 |
VOE | 253,451 | $36,753 | 12/31/2023 |
Raymond James & Associates | 251,614 | $36,487 | 12/31/2023 |
VOE | 251,614 | $36,487 | 12/31/2023 |
McAdam LLC | 237,828 | $34,487 | 12/31/2023 |
VOE | 237,828 | $34,487 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 216,248 | $33,715 | 03/31/2024 |
VOE | 216,248 | $33,715 | 03/31/2024 |
Krilogy Financial LLC | 230,226 | $33,385 | 12/31/2023 |
VOE | 230,226 | $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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