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Institutional Holders of VOT

There is a long list of 829 institutional holders of VOT 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 VOT by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VOT table below, the initial column indicates the name of each top institutional holder of VOT, with a link to that fund's top holdings. The next columns indicate the amount of VOT stock held by each of the institutional holders of VOT, followed by the VOT 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
Morgan Stanley2,234,979$490,735 12/31/2023
     VOT2,234,979$490,735 12/31/2023
Assetmark Inc.1,970,518$432,667 12/31/2023
     VOT1,970,518$432,667 12/31/2023
Bank of America Corp DE1,850,492$406,313 12/31/2023
     VOT1,850,492$406,313 12/31/2023
Wells Fargo & Company MN1,265,547$277,876 12/31/2023
     VOT1,265,547$277,876 12/31/2023
The PNC Financial Services Group Inc.1,231,635$270,430 12/31/2023
     VOT1,231,635$270,430 12/31/2023
UBS Group AG1,190,019$261,292 12/31/2023
     VOT1,190,019$261,292 12/31/2023
Truepoint Inc.1,025,845$225,245 12/31/2023
     VOT1,025,845$225,245 12/31/2023
TIAA Trust National Association887,480$194,864 12/31/2023
     VOT887,480$194,864 12/31/2023
Envestnet Asset Management Inc.871,030$191,252 12/31/2023
     VOT871,030$191,252 12/31/2023
Jones Financial Companies Lllp655,572$143,944 12/31/2023
     VOT655,572$143,944 12/31/2023
LPL Financial LLC591,671$129,913 12/31/2023
     VOT591,671$129,913 12/31/2023
Advisor Group Holdings Inc.539,464$118,458 12/31/2023
     VOT539,464$118,458 12/31/2023
Stifel Financial Corp494,247$108,525 12/31/2023
     VOT494,247$108,525 12/31/2023
Rockefeller Capital Management L.P.493,595$108,379 12/31/2023
     VOT493,595$108,379 12/31/2023
Stephens Group Asset Management LLC442,401$104,314 03/31/2024
     VOT442,401$104,314 03/31/2024
EP Wealth Advisors LLC467,790$102,713 12/31/2023
     VOT467,790$102,713 12/31/2023
Orgel Wealth Management LLC417,375$98,413 03/31/2024
     VOT417,375$98,413 03/31/2024
Commonwealth Equity Services LLC409,043$89,814 12/31/2023
     VOT409,043$89,814 12/31/2023
Northwestern Mutual Wealth Management Co.397,934$87,379 12/31/2023
     VOT397,934$87,379 12/31/2023
Royal Bank of Canada332,923$73,100 12/31/2023
     VOT332,923$73,100 12/31/2023
Pacific Life Fund Advisors LLC307,263$72,450 03/31/2024
     VOT307,263$72,450 03/31/2024
Warren Averett Asset Management LLC324,766$71,309 12/31/2023
     VOT324,766$71,309 12/31/2023
Ameriprise Financial Inc.320,902$70,457 12/31/2023
     VOT320,902$70,457 12/31/2023
Moneta Group Investment Advisors LLC311,113$68,311 12/31/2023
     VOT311,113$68,311 12/31/2023
Truist Financial Corp254,556$55,893 12/31/2023
     VOT254,556$55,893 12/31/2023
FMR LLC253,667$55,698 12/31/2023
     VOT253,667$55,698 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC244,579$53,681 12/31/2023
     VOT244,579$53,681 12/31/2023
JPMorgan Chase & Co.196,928$43,239 12/31/2023
     VOT196,928$43,239 12/31/2023
Lincoln National Corp194,158$42,631 12/31/2023
     VOT194,158$42,631 12/31/2023
Raymond James Financial Services Advisors Inc.176,932$41,719 03/31/2024
     VOT176,932$41,719 03/31/2024
McAdam LLC168,156$39,650 03/31/2024
     VOT168,156$39,650 03/31/2024
Private Advisor Group LLC177,969$39,077 12/31/2023
     VOT177,969$39,077 12/31/2023
1832 Asset Management L.P.175,968$38,637 12/31/2023
     VOT175,968$38,637 12/31/2023
Money Design Co. Ltd.153,500$36,194 03/31/2024
     VOT153,500$36,194 03/31/2024
Wealth Enhancement Advisory Services LLC138,068$32,555 03/31/2024
     VOT138,068$32,555 03/31/2024
Kwmg LLC133,028$31,367 03/31/2024
     VOT133,028$31,367 03/31/2024
MML Investors Services LLC142,270$31,238 12/31/2023
     VOT142,270$31,238 12/31/2023
Equitable Holdings Inc.137,319$30,151 12/31/2023
     VOT137,319$30,151 12/31/2023
Trust Co127,286$30,012 03/31/2024
     VOT127,286$30,012 03/31/2024
Mariner LLC126,954$27,875 12/31/2023
     VOT126,954$27,875 12/31/2023
Kestra Advisory Services LLC121,450$26,667 12/31/2023
     VOT121,450$26,667 12/31/2023
GWM Advisors LLC119,556$26,230 12/31/2023
     VOT119,556$26,230 12/31/2023
ERTS Wealth Advisors LLC107,456$25,337 03/31/2024
     VOT107,456$25,337 03/31/2024
Cassaday & Co Wealth Management LLC113,599$24,943 12/31/2023
     VOT113,599$24,943 12/31/2023
Raymond James & Associates103,279$24,352 03/31/2024
     VOT103,279$24,352 03/31/2024
Cetera Investment Advisers109,607$24,066 12/31/2023
     VOT109,607$24,066 12/31/2023
Praetorian Wealth Management Inc.98,865$23,311 03/31/2024
     VOT98,865$23,311 03/31/2024
Bragg Financial Advisors Inc100,314$22,026 12/31/2023
     VOT100,314$22,026 12/31/2023
Pensionmark Financial Group LLC99,290$21,801 12/31/2023
     VOT99,290$21,801 12/31/2023
Natixis Advisors L.P.90,126$21,251 03/31/2024
     VOT90,126$21,251 03/31/2024

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

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