Home › VIOV

Who holds VIOV

VANGUARD ADMIRAL FDS INC · 60 funds in the latest indexed 13Fs.

Export CSV

FundSharesValue% of portfolio
MORGAN STANLEY373.7K$43.8M0.0%
UBS Group AG298.9K$35.1M0.0%
ASPIRIANT, LLC296.0K$34.7M0.9%
N.E.W. Advisory Services LLC267.6K$31.4M2.1%
Savant Capital, LLC265.3K$29.4M0.1%
Concurrent Investment Advisors, LLC201.8K$23.7M0.2%
WELLINGTON MANAGEMENT GROUP LLP152.7K$17.9M0.0%
BANK OF AMERICA CORP /DE/152.4K$17.9M0.0%
CAPITAL ADVISORS INC/OK151.0K$17.7M0.3%
Gallagher Fiduciary Advisors, LLC148.5K$17.4M0.6%
Atria Investments, Inc146.7K$17.2M0.2%
Cannon Financial Strategists, Inc.145.8K$17.1M1.9%
LPL Financial LLC138.5K$16.2M0.0%
One Day In July LLC125.5K$14.7M1.0%
Avior Wealth Management, LLC119.1K$14.0M0.4%
Integrated Investment Consultants, LLC122.4K$13.8M2.7%
FIRST MANHATTAN CO. LLC.117.6K$13.8M0.0%
SYM FINANCIAL Corp114.5K$13.4M1.1%
SILVERCREST ASSET MANAGEMENT GROUP LLC106.4K$12.5M0.1%
RIVERSEDGE ADVISORS, LLC98.9K$11.6M1.5%
Legend Financial Advisors, Inc.98.7K$11.6M6.6%
OSAIC HOLDINGS, INC.96.6K$11.3M0.0%
ROYAL BANK OF CANADA91.9K$10.8M0.0%
Mokosak Advisory Group, LLC91.7K$10.8M2.3%
Silver Oak Advisory Group, Inc.88.0K$10.3M4.1%
First Bank & Trust78.4K$9.2M1.4%
BALANCED WEALTH GROUP LLC74.0K$8.7M2.7%
Pathstone Holdings, LLC67.0K$7.9M0.0%
WELLS FARGO & COMPANY/MN64.5K$7.6M0.0%
Cambridge Investment Research Advisors, Inc.61.6K$7.2M0.0%
Mutual Advisors, LLC59.9K$7.0M0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC60.5K$7.0M0.0%
ENVESTNET ASSET MANAGEMENT INC55.9K$6.6M0.0%
Prime Buchholz LLC54.4K$6.4M2.3%
RAYMOND JAMES FINANCIAL INC54.3K$6.4M0.0%
D.A. DAVIDSON & CO.52.9K$6.2M0.0%
MidFirst Bank52.8K$6.2M0.4%
Hegarty Advisors, LLC42.3K$5.0M3.4%
EVERGREEN CAPITAL MANAGEMENT LLC41.3K$4.8M0.1%
Global Retirement Partners, LLC40.7K$4.8M0.1%
RFG HOLDINGS, INC.40.4K$4.7M1.0%
AMERIPRISE FINANCIAL INC37.1K$4.4M0.0%
SILVERLAKE WEALTH MANAGEMENT LLC34.9K$4.1M0.8%
BRANDYWINE OAK PRIVATE WEALTH LLC33.6K$3.9M0.3%
Mariner, LLC33.5K$3.9M0.0%
SAXON INTERESTS, INC.32.5K$3.8M1.1%
SUMMIT WEALTH GROUP LLC / CO31.0K$3.6M0.3%
TWO SIGMA INVESTMENTS, LP29.9K$3.5M0.0%
Code Waechter LLC29.9K$3.5M1.8%
Cambridge Financial Group, LLC29.2K$3.4M1.1%
Red Door Wealth Management, LLC28.0K$3.3M0.3%
St. Louis Trust Co16.3K$3.2M0.4%
EP Wealth Advisors, LLC25.6K$3.0M0.0%
JPMORGAN CHASE & CO24.8K$2.9M0.0%
Inman Jager Wealth Management, LLC24.5K$2.9M1.5%
MONETA GROUP INVESTMENT ADVISORS LLC24.2K$2.8M0.0%
Diversified Enterprises, LLC24.1K$2.8M0.1%
COMMONWEALTH EQUITY SERVICES, LLC22.1K$2.6M0.0%
STUDIO INVESTMENT MANAGEMENT LLC22.1K$2.6M0.4%
World Investment Advisors25.3K$2.6M0.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}