Stock
VBK
| Ownership Count: | 1906 |
| Ownership Count: | 1906 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.33% |
Added 3.53%
|
7,142,706 | $2,000,386,000.0 |
| JONES FINANCIAL COMPANIES LLLP | 0.52% |
Reduced 2.19%
|
1,904,147 | $533,275,000.0 |
| MORGAN STANLEY | 0.07% |
Added 5.04%
|
1,760,654 | $493,088,000.0 |
| Axiom Advisory, LLC | 4.04% |
Added 7.53%
|
1,687,493 | $432,400,000.0 |
| ASSETMARK, INC | 1.12% |
Added 3.65%
|
1,459,084 | $408,631,000.0 |
| Essential Planning, LLC. | 2.05% |
Added 6143.51%
|
1,109,409 | $313,303,000.0 |
| Corient Private Wealth LLC | 0.47% |
Added 0.92%
|
951,395 | $266,448,000.0 |
| UBS Group AG | 0.08% |
Added 2.28%
|
881,674 | $246,921,000.0 |
| SEI INVESTMENTS CO | 0.38% |
Added 0.29%
|
876,081 | $245,326,000.0 |
| MATHER GROUP, LLC. | 2.75% |
Reduced 2.63%
|
753,516 | $211,029,000.0 |
| LPL Financial LLC | 0.09% |
Added 9.16%
|
746,067 | $208,943,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.06% |
Reduced 6.81%
|
678,624 | $190,055,000.0 |
| Cohen Klingenstein LLC | 6.6% |
Added 86.13%
|
675,080 | $189,062,000.0 |
| BALASA DINVERNO & FOLTZ LLC | 6.72% |
No Change
|
544,705 | $106,288,000.0 |
| WELLS FARGO & COMPANY/MN | 0.06% |
Added 24.01%
|
536,843 | $150,348,000.0 |