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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 2,234,979 | $490,735 | 12/31/2023 |
VOT | 2,234,979 | $490,735 | 12/31/2023 |
Assetmark Inc. | 1,970,518 | $432,667 | 12/31/2023 |
VOT | 1,970,518 | $432,667 | 12/31/2023 |
Bank of America Corp DE | 1,850,492 | $406,313 | 12/31/2023 |
VOT | 1,850,492 | $406,313 | 12/31/2023 |
Wells Fargo & Company MN | 1,265,547 | $277,876 | 12/31/2023 |
VOT | 1,265,547 | $277,876 | 12/31/2023 |
The PNC Financial Services Group Inc. | 1,231,635 | $270,430 | 12/31/2023 |
VOT | 1,231,635 | $270,430 | 12/31/2023 |
UBS Group AG | 1,190,019 | $261,292 | 12/31/2023 |
VOT | 1,190,019 | $261,292 | 12/31/2023 |
Truepoint Inc. | 1,025,845 | $225,245 | 12/31/2023 |
VOT | 1,025,845 | $225,245 | 12/31/2023 |
TIAA Trust National Association | 887,480 | $194,864 | 12/31/2023 |
VOT | 887,480 | $194,864 | 12/31/2023 |
Envestnet Asset Management Inc. | 871,030 | $191,252 | 12/31/2023 |
VOT | 871,030 | $191,252 | 12/31/2023 |
Jones Financial Companies Lllp | 655,572 | $143,944 | 12/31/2023 |
VOT | 655,572 | $143,944 | 12/31/2023 |
LPL Financial LLC | 591,671 | $129,913 | 12/31/2023 |
VOT | 591,671 | $129,913 | 12/31/2023 |
Advisor Group Holdings Inc. | 539,464 | $118,458 | 12/31/2023 |
VOT | 539,464 | $118,458 | 12/31/2023 |
Stifel Financial Corp | 494,247 | $108,525 | 12/31/2023 |
VOT | 494,247 | $108,525 | 12/31/2023 |
Rockefeller Capital Management L.P. | 493,595 | $108,379 | 12/31/2023 |
VOT | 493,595 | $108,379 | 12/31/2023 |
Stephens Group Asset Management LLC | 442,401 | $104,314 | 03/31/2024 |
VOT | 442,401 | $104,314 | 03/31/2024 |
EP Wealth Advisors LLC | 467,790 | $102,713 | 12/31/2023 |
VOT | 467,790 | $102,713 | 12/31/2023 |
Orgel Wealth Management LLC | 417,375 | $98,413 | 03/31/2024 |
VOT | 417,375 | $98,413 | 03/31/2024 |
Commonwealth Equity Services LLC | 409,043 | $89,814 | 12/31/2023 |
VOT | 409,043 | $89,814 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 397,934 | $87,379 | 12/31/2023 |
VOT | 397,934 | $87,379 | 12/31/2023 |
Royal Bank of Canada | 332,923 | $73,100 | 12/31/2023 |
VOT | 332,923 | $73,100 | 12/31/2023 |
Pacific Life Fund Advisors LLC | 307,263 | $72,450 | 03/31/2024 |
VOT | 307,263 | $72,450 | 03/31/2024 |
Warren Averett Asset Management LLC | 324,766 | $71,309 | 12/31/2023 |
VOT | 324,766 | $71,309 | 12/31/2023 |
Ameriprise Financial Inc. | 320,902 | $70,457 | 12/31/2023 |
VOT | 320,902 | $70,457 | 12/31/2023 |
Moneta Group Investment Advisors LLC | 311,113 | $68,311 | 12/31/2023 |
VOT | 311,113 | $68,311 | 12/31/2023 |
Truist Financial Corp | 254,556 | $55,893 | 12/31/2023 |
VOT | 254,556 | $55,893 | 12/31/2023 |
FMR LLC | 253,667 | $55,698 | 12/31/2023 |
VOT | 253,667 | $55,698 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 244,579 | $53,681 | 12/31/2023 |
VOT | 244,579 | $53,681 | 12/31/2023 |
JPMorgan Chase & Co. | 196,928 | $43,239 | 12/31/2023 |
VOT | 196,928 | $43,239 | 12/31/2023 |
Lincoln National Corp | 194,158 | $42,631 | 12/31/2023 |
VOT | 194,158 | $42,631 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 176,932 | $41,719 | 03/31/2024 |
VOT | 176,932 | $41,719 | 03/31/2024 |
McAdam LLC | 168,156 | $39,650 | 03/31/2024 |
VOT | 168,156 | $39,650 | 03/31/2024 |
Private Advisor Group LLC | 177,969 | $39,077 | 12/31/2023 |
VOT | 177,969 | $39,077 | 12/31/2023 |
1832 Asset Management L.P. | 175,968 | $38,637 | 12/31/2023 |
VOT | 175,968 | $38,637 | 12/31/2023 |
Money Design Co. Ltd. | 153,500 | $36,194 | 03/31/2024 |
VOT | 153,500 | $36,194 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 138,068 | $32,555 | 03/31/2024 |
VOT | 138,068 | $32,555 | 03/31/2024 |
Kwmg LLC | 133,028 | $31,367 | 03/31/2024 |
VOT | 133,028 | $31,367 | 03/31/2024 |
MML Investors Services LLC | 142,270 | $31,238 | 12/31/2023 |
VOT | 142,270 | $31,238 | 12/31/2023 |
Equitable Holdings Inc. | 137,319 | $30,151 | 12/31/2023 |
VOT | 137,319 | $30,151 | 12/31/2023 |
Trust Co | 127,286 | $30,012 | 03/31/2024 |
VOT | 127,286 | $30,012 | 03/31/2024 |
Mariner LLC | 126,954 | $27,875 | 12/31/2023 |
VOT | 126,954 | $27,875 | 12/31/2023 |
Kestra Advisory Services LLC | 121,450 | $26,667 | 12/31/2023 |
VOT | 121,450 | $26,667 | 12/31/2023 |
GWM Advisors LLC | 119,556 | $26,230 | 12/31/2023 |
VOT | 119,556 | $26,230 | 12/31/2023 |
ERTS Wealth Advisors LLC | 107,456 | $25,337 | 03/31/2024 |
VOT | 107,456 | $25,337 | 03/31/2024 |
Cassaday & Co Wealth Management LLC | 113,599 | $24,943 | 12/31/2023 |
VOT | 113,599 | $24,943 | 12/31/2023 |
Raymond James & Associates | 103,279 | $24,352 | 03/31/2024 |
VOT | 103,279 | $24,352 | 03/31/2024 |
Cetera Investment Advisers | 109,607 | $24,066 | 12/31/2023 |
VOT | 109,607 | $24,066 | 12/31/2023 |
Praetorian Wealth Management Inc. | 98,865 | $23,311 | 03/31/2024 |
VOT | 98,865 | $23,311 | 03/31/2024 |
Bragg Financial Advisors Inc | 100,314 | $22,026 | 12/31/2023 |
VOT | 100,314 | $22,026 | 12/31/2023 |
Pensionmark Financial Group LLC | 99,290 | $21,801 | 12/31/2023 |
VOT | 99,290 | $21,801 | 12/31/2023 |
Natixis Advisors L.P. | 90,126 | $21,251 | 03/31/2024 |
VOT | 90,126 | $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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