Stock
VOE
| Ownership Count: | 1872 |
| Ownership Count: | 1872 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.1% |
Added 2.04%
|
4,586,649 | $741,982,000.0 |
| Betterment LLC | 1.74% |
Reduced 3.67%
|
4,509,099 | $729,437,000.0 |
| ASSETMARK, INC | 1.75% |
Added 7.57%
|
3,930,680 | $635,866,000.0 |
| Royal Bank of Canada | 0.17% |
Reduced 0.85%
|
2,187,837 | $353,926,000.0 |
| JONES FINANCIAL COMPANIES LLLP | 0.33% |
Added 3.27%
|
2,086,472 | $337,528,000.0 |
| TIAA, FSB | 1.13% |
Added 0.29%
|
1,940,932 | $268,586,000.0 |
| TIAA TRUST, NATIONAL ASSOCIATION | 0.96% |
Reduced 2.82%
|
1,723,668 | $278,837,000.0 |
| UBS Group AG | 0.08% |
Reduced 2.24%
|
1,525,855 | $246,837,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.04% |
Reduced 4.89%
|
1,500,366 | $242,714,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.08% |
Reduced 3.18%
|
1,422,632 | $230,139,000.0 |
| Axiom Advisory, LLC | 2.11% |
Added 13.62%
|
1,416,880 | $225,265,000.0 |
| EP Wealth Advisors, LLC | 1.73% |
Added 37.66%
|
1,276,253 | $206,459,000.0 |
| WELLS FARGO & COMPANY/MN | 0.08% |
Added 15.12%
|
1,268,522 | $205,208,000.0 |
| LPL Financial LLC | 0.07% |
Added 11.29%
|
1,048,127 | $169,555,000.0 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 13.24% |
Added 0.48%
|
982,757 | $158,980,000.0 |