Stock
VOT
| Ownership Count: | 1590 |
| Ownership Count: | 1590 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| Axiom Advisory, LLC | 6.75% |
Added 11.20%
|
3,101,049 | $722,189,000.0 |
| MORGAN STANLEY | 0.09% |
Added 11.19%
|
2,667,535 | $676,887,000.0 |
| Royal Bank of Canada | 0.29% |
Added 3.27%
|
2,327,573 | $590,622,000.0 |
| ASSETMARK, INC | 1.59% |
Added 4.68%
|
2,288,077 | $580,599,000.0 |
| UBS Group AG | 0.1% |
Reduced 0.26%
|
1,156,051 | $293,347,000.0 |
| Truepoint, Inc. | 6.97% |
Reduced 1.64%
|
1,005,214 | $255,073,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.04% |
Reduced 6.15%
|
970,508 | $246,266,000.0 |
| TIAA, FSB | 0.81% |
Added 4.18%
|
937,226 | $192,852,000.0 |
| EP Wealth Advisors, LLC | 1.99% |
Added 30.79%
|
936,468 | $237,628,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.07% |
Reduced 1.14%
|
853,808 | $216,653,000.0 |
| WELLS FARGO & COMPANY/MN | 0.08% |
Added 9.84%
|
782,127 | $198,464,000.0 |
| TIAA TRUST, NATIONAL ASSOCIATION | 0.62% |
Reduced 3.58%
|
708,568 | $179,799,000.0 |
| Wealthfront Advisers LLC | 0.0% |
Added 8892.49%
|
706,000 | $698,000.0 |
| JONES FINANCIAL COMPANIES LLLP | 0.17% |
Added 2.16%
|
684,479 | $173,686,000.0 |
| LPL Financial LLC | 0.07% |
Added 10.83%
|
682,605 | $173,210,000.0 |