Institutional Holders (2026 Q2)
453 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VWOB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Financial Alternatives, Inc | 8.36% | 252,253 | $17.0M |
| 2 | Regimen Wealth, LLC | 6.21% | 342,544 | $23.0M |
| 3 | Keudell/Morrison Wealth Management | 4.77% | 375,202 | $25.2M |
| 4 | SWAN Capital LLC | 4.32% | 187,705 | $12.6M |
| 5 | Kitching Partners, LLC | 4.12% | 71,375 | $4.8M |
| 6 | GP Brinson Investments LLC | 3.75% | 136,580 | $9.2M |
| 7 | Greystone Financial Group, LLC | 3.66% | 194,585 | $13.1M |
| 8 | BlueSky Wealth Advisors, LLC | 3.39% | 435,695 | $29.3M |
| 9 | Virtus Family Office LLC | 3.36% | 63,166 | $4.2M |
| 10 | Marotta Asset Management | 2.93% | 263,086 | $17.6M |
| 11 | LFA - Lugano Financial Advisors SA | 2.85% | 71,871 | $4.7M |
| 12 | Marion Wealth Management | 2.81% | 205,098 | $13.8M |
| 13 | Hurlow Wealth Management Group, Inc. | 2.62% | 187,058 | $12.6M |
| 14 | Financial Gravity Companies, Inc. | 2.46% | 225,894 | $15.2M |
| 15 | Robinswood Financial LLC | 2.41% | 101,358 | $6.5M |
| 16 | Perissos Private Wealth Management, LLC | 2.34% | 51,691 | $3.5M |
| 17 | American Financial & Tax Strategies Inc | 2.25% | 74,020 | $5.0M |
| 18 | City State Bank | 2.15% | 139,857 | $9.4M |
| 19 | MRA Advisory Group | 2.12% | 86,874 | $5.8M |
| 20 | Legacy PCG, LLC | 1.97% | 6,185 | $408K |
| 21 | Comprehensive Money Management Services LLC | 1.95% | 46,162 | $3.1M |
| 22 | Connecticut Capital Management Group, LLC | 1.94% | 35,894 | $2.4M |
| 23 | Echo45 Advisors LLC | 1.88% | 54,243 | $3.6M |
| 24 | Columbus Macro, LLC | 1.80% | 275,864 | $18.5M |
| 25 | Strategic Advocates LLC | 1.78% | 6,848 | $460K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|