Ticker: VOT CUSIP: 922908538 Class: MCAP GR IDXVIP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Waterford Advisors, LLC | 22,986 | $5,773 |
| Westwood Wealth Management | 8,828 | $2,464 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7,600 | $2,121 |
| Berman McAleer LLC | 13,834 | $3,862 |
| Autumn Glory Partners, LLC | 4,300 | $1,200 |
| Axecap Investments, LLC | 2,053 | $573 |
| Capital Management Associates, Inc | 3,520 | $983 |
| Collaborative Wealth Managment Inc. | 2,029 | $566 |
| SUMMIT WEALTH GROUP LLC / CO | 5,343 | $1,491 |
| Refined Wealth Management | 1,143 | $319 |
| Berkshire Money Management, Inc. | 6,200 | $1,731 |
| Shade Tree Advisors LLC | 898 | $251 |
| Elm3 Financial Group, LLC | 740 | $207 |
| Bleakley Financial Group, LLC | 18,104 | $5,054 |
| SRS Capital Advisors, Inc. | 16,427 | $4,586 |
| Claris Financial LLC | 776 | $217 |
| Investor's Fiduciary Advisor Network, LLC | 3,013 | $1 |
| AIMZ Investment Advisors, LLC | 1,285 | $359 |
| SHERMAN PORFOLIOS, LLC | 3,003 | $838 |
| Golden State Equity Partners | 1,999 | $558 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Clayton Financial Group LLC | 42,269 | 51,124 | +8,855 (+20.9%) |
| TME FINANCIAL, INC. | 10,070 | 18,493 | +8,423 (+83.6%) |
| Busey Trust CO | 5,375 | 240,737 | +235,362 (+4378.8%) |
| BHK Investment Advisors, LLC | 86,057 | 96,154 | +10,097 (+11.7%) |
| PRESILIUM PRIVATE WEALTH, LLC | 86,295 | 93,548 | +7,253 (+8.4%) |
| Baring Financial LLC | 14,729 | 16,996 | +2,267 (+15.4%) |
| NorthStar Asset Management LLC /NJ/ | 40,453 | 42,450 | +1,997 (+4.9%) |
| Truepoint, Inc. | 1,042,813 | 1,068,574 | +25,761 (+2.5%) |
| INSPIRION WEALTH ADVISORS, LLC | 9,249 | 39,238 | +29,989 (+324.2%) |
| Gladwyn Financial Advisors, Inc. | 34,188 | 35,337 | +1,149 (+3.4%) |
| EP Wealth Advisors, LLC | 1,229,552 | 1,405,344 | +175,792 (+14.3%) |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 447,765 | 454,773 | +7,008 (+1.6%) |
| Axiom Financial Strategies, LLC | 49,128 | 50,304 | +1,176 (+2.4%) |
| Trust Co | 150,878 | 154,389 | +3,511 (+2.3%) |
| Fusion Capital, LLC | 30,196 | 33,173 | +2,977 (+9.9%) |
| McAdam, LLC | 193,622 | 203,205 | +9,583 (+4.9%) |
| PLANNING DIRECTIONS INC | 19,058 | 20,135 | +1,077 (+5.7%) |
| ERTS Wealth Advisors, LLC | 57,914 | 59,122 | +1,208 (+2.1%) |
| Payne Capital Management, LLC | 48,484 | 49,574 | +1,090 (+2.2%) |
| Black Diamond Financial, LLC | 78,310 | 83,429 | +5,119 (+6.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Total Wealth Planning, LLC | 64,943 | 4,016 | -60,927 (-93.8%) |
| Shira Ridge Wealth Management | 15,582 | 5,093 | -10,489 (-67.3%) |
| Operose Advisors LLC | 38,342 | 32,111 | -6,231 (-16.3%) |
| Peak Retirement Planning, Inc. | 26,466 | 16,739 | -9,727 (-36.8%) |
| Davis Investment Partners, LLC | 50,256 | 47,669 | -2,587 (-5.1%) |
| IVC Wealth Advisors LLC | 22,798 | 20,962 | -1,836 (-8.1%) |
| Thrive Capital Management, LLC | 23,985 | 15,068 | -8,917 (-37.2%) |
| SWAN Capital LLC | 33,444 | 31,979 | -1,465 (-4.4%) |
| Wright Fund Management, LLC | 97,667 | 37,660 | -60,007 (-61.4%) |
| J HAGAN CAPITAL, INC. | 6,828 | 1,849 | -4,979 (-72.9%) |
| 360 Financial, Inc. | 29,521 | 28,123 | -1,398 (-4.7%) |
| AMERIFLEX GROUP, INC. | 10,674 | 5,345 | -5,329 (-49.9%) |
| Compton Wealth Advisory Group, LLC | 46,545 | 45,794 | -751 (-1.6%) |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 10,800 | 8,000 | -2,800 (-25.9%) |
| Sagace Wealth Management LLC | 16,246 | 16,025 | -221 (-1.4%) |
| Goepper Burkhardt LLC | 20,840 | 19,735 | -1,105 (-5.3%) |
| Owen LaRue, LLC | 7,318 | 3,436 | -3,882 (-53.0%) |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 14,113 | 13,520 | -593 (-4.2%) |
| Leading Edge Financial Planning LLC | 7,222 | 1,249 | -5,973 (-82.7%) |
| Belpointe Asset Management LLC | 68,924 | 46,907 | -22,017 (-31.9%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Systelligence, LLC | 71,363 | $20,966 |
| LifeWealth Investments, LLC | 5,407 | $1,589 |
| Meriwether Wealth & Planning, LLC | 1,231 | $362 |
| Consolidated Portfolio Review Corp | 4,531 | $1,331 |
| Silver Coast Investments LLC | 1,481 | $435 |
| White Knight Strategic Wealth Advisors, LLC | 710 | $209 |
| WMG Financial Advisors, LLC | 1,236 | $363 |
| Prosperity Wealth Management, Inc. | 1,280 | $376 |
| BRIGHTON JONES LLC | 11,867 | $3,487 |
| Vertex Planning Partners, LLC | 1,766 | $519 |
| Prospera Capital Management, LLC | 723 | $212 |
| MAINSAIL ASSET MANAGEMENT, LLC | 719 | $211 |
| KMG FIDUCIARY PARTNERS, LLC | 3,651 | $1,073 |
| Capitolis Liquid Global Markets LLC | 26,100 | $7,668 |
| BancFirst Trust & Investment Management | 696 | $204 |
| Agate Pass Investment Management, LLC | 709 | $208 |
| Aurora Private Wealth, Inc. | 789 | $0 |
| PRIVATE CLIENT SERVICES, LLC | 685 | $201 |
| Virtu Financial LLC | 7,643 | $2 |
| Strategic Wealth Investment Group, LLC | 1,580 | $464 |