Stock
VBR
| Ownership Count: | 2463 |
| Ownership Count: | 2463 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.43% |
Added 2.82%
|
13,088,921 | $2,593,962,000.0 |
| ASSETMARK, INC | 2.18% |
Added 4.73%
|
3,998,206 | $792,364,000.0 |
| MORGAN STANLEY | 0.1% |
Added 2.63%
|
3,789,800 | $751,062,000.0 |
| Betterment LLC | 1.68% |
Reduced 4.08%
|
3,546,772 | $702,899,000.0 |
| JONES FINANCIAL COMPANIES LLLP | 0.46% |
Added 0.75%
|
2,386,320 | $472,920,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.12% |
Reduced 2.19%
|
1,878,380 | $372,257,000.0 |
| UBS Group AG | 0.11% |
Added 5.22%
|
1,712,257 | $339,335,000.0 |
| CAPTRUST FINANCIAL ADVISORS | 0.98% |
Added 9.40%
|
1,693,990 | $335,714,000.0 |
| Axiom Advisory, LLC | 2.61% |
No Change
|
1,452,124 | $279,093,000.0 |
| SEI INVESTMENTS CO | 0.4% |
Added 2.11%
|
1,314,899 | $260,588,000.0 |
| LPL Financial LLC | 0.11% |
Added 4.65%
|
1,287,839 | $255,224,000.0 |
| ASPIRIANT, LLC | 8.79% |
Added 42.14%
|
1,224,131 | $242,597,000.0 |
| WELLS FARGO & COMPANY/MN | 0.09% |
Added 8.61%
|
1,095,399 | $217,086,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.07% |
No Change
|
982,869 | $194,784,000.0 |
| MATHER GROUP, LLC. | 2.21% |
Reduced 19.12%
|
858,328 | $170,103,000.0 |