αAlphaSMO

Institutions Holding VTES (278 holders)

278 institutions currently hold VTES, ranked below by position value.

View full stock page for VTES

Key HoldersTotal ValueAvg Weight
MERCER GLOBAL ADVISORS INC /ADV$134.4M0.20%
Wescott Financial Advisory Group, LLC$73.4M6.43%
BANK OF AMERICA CORP /DE/$38.3M0.00%
Gleason Group, Inc.$30.3M3.00%
TIAA Wealth Investment Management LLC$26.9M0.21%
RAYMOND JAMES FINANCIAL INC$24.1M0.01%
SEEDS INVESTOR LLC$19.7M2.68%
Corient Private Wealth LLC$17.2M0.02%
WELLS FARGO & COMPANY/MN$15.6M0.00%
Cetera Investment Advisers$11.7M0.01%
MORGAN STANLEY$11.5M0.00%
Savant Capital, LLC$10.1M0.05%
Beaird Harris Wealth Management, LLC$10.0M0.68%
TRUIST FINANCIAL CORP$9.7M0.01%
Beacon Bank & Trust$9.5M1.95%
ENVESTNET ASSET MANAGEMENT INC$9.3M0.00%
Stonebridge Capital Advisors LLC$9.1M0.64%
COMMONWEALTH EQUITY SERVICES, LLC$8.7M0.01%
Beacon Pointe Advisors, LLC$8.5M0.04%
Capital Investment Services of America, Inc.$7.7M0.81%
Hughes Financial Services, LLC$7.6M1.17%
LPL Financial LLC$7.6M0.00%
JONES FINANCIAL COMPANIES LLLP$7.6M0.00%
Altiora Financial Group, LLC$7.5M1.24%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6.7M0.01%
Apella Capital, LLC$6.6M0.10%
MAYPORT, LLC$6.3M1.17%
GenTrust, LLC$6.1M0.26%
Firestone Capital Management$5.9M1.23%
Haverford Trust Co$5.6M0.05%
S.A. Mason LLC$5.3M2.01%
ECLECTIC ASSOCIATES INC /ADV$5.2M0.69%
Topsail Wealth Management, LLC$5.2M0.76%
RW Investment Management LLC$4.9M0.47%
Ashton Thomas Private Wealth, LLC$4.8M0.11%
First Affirmative Financial Network$4.7M1.84%
UBS Group AG$4.6M0.00%
IF Advisors, LLC$4.5M3.18%
Dakota Wealth Management$4.3M0.09%
Sanchez Levi Garrett$4.1M2.55%
BlueChip Wealth Advisors LLC$4.1M1.78%
TCI Wealth Advisors, Inc.$3.9M0.21%
Clearstead Advisors, LLC$3.8M0.03%
Haven Private, LLC$3.8M1.65%
Private Advisor Group, LLC$3.7M0.02%
Mariner, LLC$3.7M0.00%
ROYAL BANK OF CANADA$3.7M0.00%
Karpus Management, Inc.$3.5M0.11%
Bedel Financial Consulting, Inc.$3.5M0.40%
Financial Engines Advisors L.L.C.$3.4M0.01%
Sterling Financial Planning, Inc.$3.3M0.99%
Farther Finance Advisors, LLC$3.2M0.03%
GENESIS PRIVATE WEALTH, LLC$3.1M0.98%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.0M0.00%
GOLDMAN SACHS GROUP INC$3.0M0.00%
Aspire Private Capital, LLC$2.9M0.66%
OSAIC HOLDINGS, INC.$2.8M0.00%
Evanson Asset Management, LLC$2.8M0.15%
Atria Investments, Inc$2.7M0.03%
Ausdal Financial Partners, Inc.$2.6M0.12%
BROWN WEALTH MANAGEMENT, LLC$2.5M0.64%
SURIENCE PRIVATE WEALTH LLC$2.5M2.65%
Passive Capital Management, LLC.$2.5M0.73%
Silver Oak Advisory Group, Inc.$2.4M1.04%
Eaton-Cambridge Inc.$2.4M0.75%
DAYMARK WEALTH PARTNERS, LLC$2.3M0.07%
Pillar Financial Advisors, LLC$2.2M1.31%
Frankly Finances, LLC$2.2M1.96%
HB Wealth Management, LLC$2.2M0.01%
STIFEL FINANCIAL CORP$2.1M0.00%
JACOBSON & SCHMITT ADVISORS, LLC$2.1M0.37%
Avior Wealth Management, LLC$2.1M0.06%
Burton Enright Welch$2.1M0.28%
Diversified Portfolios, Inc.$2.0M0.16%
Focus Partners Advisor Solutions, LLC$2.0M0.02%
Integrity Investment Advisors, LLC$2.0M1.08%
Allodium Investment Consultants, LLC$2.0M0.95%
Integrated Wealth Concepts LLC$2.0M0.02%
Choate Investment Advisors$1.9M0.04%
Laurel Wealth Advisors LLC$1.8M0.18%
Whitegate Investment Counselors, Inc.$1.8M0.56%
BROWN ADVISORY INC$1.7M0.00%
WINNOW WEALTH LLC$1.6M1.27%
Single Point Partners, LLC$1.6M0.31%
Arax Advisory Partners$1.6M0.04%
AQR CAPITAL MANAGEMENT LLC$1.5M0.00%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.5M0.08%
OneDigital Investment Advisors LLC$1.4M0.01%
Pathstone Holdings, LLC$1.4M0.01%
CARDIFF PARK ADVISORS, LLC$1.4M0.11%
GEN Financial Management, INC.$1.4M0.87%
EAGLE ROCK INVESTMENT COMPANY, LLC$1.4M0.20%
Waverly Advisors, LLC$1.3M0.01%
SwitchPoint Financial Planning, LLC$1.3M0.85%
FLAGSHIP HARBOR ADVISORS, LLC$1.2M0.05%
Signal Advisors Wealth, LLC$1.2M0.08%
Tribridge Partners Financial LLC$1.2M0.48%
Quantinno Capital Management LP$1.2M0.00%
Per Stirling Capital Management, LLC.$1.1M0.12%
Janney Montgomery Scott LLC$1.1M0.00%
Ballast Rock Private Wealth LLC$1.1M0.61%
MML INVESTORS SERVICES, LLC$1.1M0.00%
Alhambra Investment Management LLC$1.1M0.50%
KING LUTHER CAPITAL MANAGEMENT CORP$1.1M0.00%
Sunesis Advisors, LLC$1.1M0.49%
Planning Center, Inc.$1.1M0.11%
BLAIR WILLIAM & CO/IL$1.0M0.00%
FLOW TRADERS U.S. LLC$980.0K0.03%
Betterment LLC$949.0K0.00%
Modern Wealth Management, LLC$946.7K0.02%
Rothschild Wealth LLC$946.4K0.09%
Cambridge Investment Research Advisors, Inc.$933.0K0.00%
Bridgewealth Advisory Group, LLC$923.9K0.19%
URS Advisory LLC$919.7K0.67%
CVA Family Office, LLC$913.7K0.10%
BURNEY CO/$906.9K0.03%
Three Arch Wealth Management LLC$877.4K0.16%
Concurrent Investment Advisors, LLC$871.2K0.01%
STONE LOFT WEALTH MANAGEMENT LLC$859.7K0.61%
Gutierrez Wealth Advisory, LLC$843.3K0.52%
HUB Investment Partners, LLC$833.0K0.02%
Savvy Advisors, Inc.$818.9K0.02%
Essex Bank$810.6K0.18%
Congress Park Capital LLC$809.1K0.25%
Wedmont Private Capital$804.3K0.03%
HEADINVEST, LLC$802.4K0.16%
Integrity Advisory Solutions, LLC$800.3K0.11%
Delos Wealth Advisors, LLC$794.2K0.45%
Roan Capital Partners$774.9K0.72%
Fortune Financial Advisors, LLC$766.4K0.39%
Focus Partners Wealth$740.8K0.00%
VSM Wealth Advisory, LLC$731.1K0.22%
WealthSpring Partners, LLC$728.9K0.67%
Kestra Advisory Services, LLC$723.3K0.00%
Rockbridge Investment Management, LCC$714.3K0.06%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV$697.5K0.20%
EnRich Financial Partners LLC$690.6K0.18%
Westmount Partners, LLC$687.4K0.17%
Thrive Wealth Management, LLC$681.8K0.10%
Integrity Wealth Solutions LLC$679.9K0.27%
RCS Financial Planning, LLC$673.2K0.35%
Arbor Investment Advisors, LLC$672.0K0.09%
Directional Asset Management$662.7K0.61%
Allworth Financial LP$658.7K0.00%
Equitable Holdings, Inc.$656.7K0.00%
CWM, LLC$652.9K0.00%
EverSource Wealth Advisors, LLC$640.9K0.02%
SNS Financial Group, LLC$629.0K0.05%
Stratos Wealth Partners, LTD.$627.1K0.01%
Manuka Financial, LLC$621.7K0.38%