Filing Research | VAC - Marriott Vacations Worldwide C Institutional Holdings

Snapshot holdings

50 / 74 loaded

#		Instrument	quantity
1	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	36.3KSH	$3.7M
2	Range Financial Group LLC	Shares	31.7KSH	$3.2M
3	SHAYNE & JACOBS, LLC	Shares	17.3KSH	$1.8M
4	Investors Research Corp	Shares	16.4KSH	$1.7M
5	Carolina Wealth Advisors, LLC	Shares	14.8KSH	$1.5M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	12.6KSH	$1.2M
7	Louisiana State Employees Retirement System	Shares	12.0KSH	$1.2M
8	Aaron Wealth Advisors LLC	Shares	8.4KSH	$858.1K
9	Police & Firemen's Retirement System of New Jersey	Shares	8.4KSH	$854.7K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	7.5KSH	$763.5K
11	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	7.5KSH	$762.5K
12	FINANCIAL ADVISORY PARTNERS, LLC	Shares	7.4KSH	$758.4K
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	6.5KSH	$663.7K
14	Tempus Wealth Planning, LLC	Shares	5.1KSH	$518.8K
15	J.W. COLE ADVISORS, INC.	Shares	5.1KSH	$515.6K
16	J. L. Bainbridge & Co., Inc.	Shares	3.6KSH	$364.9K
17	Diversified Trust Co	Shares	3.4KSH	$345.6K
18	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	3.4KSH	$342.9K
19	Sequoia Financial Advisors, LLC	Shares	2.7KSH	$274.2K
20	Merit Financial Group, LLC	Shares	2.2KSH	$226.3K
21	Interchange Capital Partners, LLC	Shares	2.1KSH	$219.0K
22	GAMMA Investing LLC	Shares	2.0KSH	$204.8K
23	HARBOR INVESTMENT ADVISORY, LLC	Shares	2.0KSH	$201.4K
24	Versant Capital Management, Inc	Shares	1.8KSH	$179.9K
25	IFP Advisors, Inc	Shares	1.5KSH	$149.4K
26	Spire Wealth Management	Shares	1.1KSH	$109.7K
27	Blue Trust, Inc.	Shares	874SH	$89.0K
28	SJS Investment Consulting Inc.	Shares	603SH	$61.4K
29	Farther Finance Advisors, LLC	Shares	583SH	$59.4K
30	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	557SH	$55.6K
31	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	394SH	$40.1K
32	PFS Partners, LLC	Shares	339SH	$34.5K
33	SIGNATUREFD, LLC	Shares	336SH	$34.2K
34	Beacon Financial Strategies CORP	Shares	322SH	$32.8K
35	True Wealth Design, LLC	Shares	317SH	$32.3K
36	LRI Investments, LLC	Shares	234SH	$23.8K
37	Steigerwald, Gordon & Koch Inc.	Shares	220SH	$22.4K
38	ST GERMAIN D J CO INC	Shares	186SH	$18.9K
39	EverSource Wealth Advisors, LLC	Shares	168SH	$17.1K
40	LANARK FINANCIAL, INC.	Shares	143SH	$14.6K
41	SBI Securities Co., Ltd.	Shares	116SH	$11.8K
42	MassMutual Private Wealth & Trust, FSB	Shares	81SH	$8.3K
43	TOTH FINANCIAL ADVISORY CORP	Shares	68SH	$6.9K
44	ELEVATION WEALTH PARTNERS, LLC	Shares	50SH	$5.1K
45	Kozak & Associates, Inc.	Shares	46SH	$4.6K
46	Fortitude Family Office, LLC	Shares	36SH	$3.7K
47	ARMSTRONG ADVISORY GROUP, INC	Shares	33SH	$3.4K
48	JFS WEALTH ADVISORS, LLC	Shares	32SH	$3.3K
49	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	29.1KSH	$3.0K
50	AdvisorNet Financial, Inc	Shares	19SH	$1.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 79 loaded

#		Instrument
1	Range Financial Group LLC added	Shares	+487	+$1.2M	$3.2M
2	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-3.8K	+$1.1M	$3.7M
3	FINANCIAL ADVISORY PARTNERS, LLC new	Shares	+7.4K	+$758.4K	$758.4K
4	SHAYNE & JACOBS, LLC trimmed	Shares	-100	+$628.0K	$1.8M
5	Investors Research Corp trimmed	Shares	-158	+$593.2K	$1.7M
6	Carolina Wealth Advisors, LLC trimmed	Shares	-19	+$543.8K	$1.5M
7	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+530	+$426.0K	$1.2M
8	Louisiana State Employees Retirement System trimmed	Shares	-300	+$421.6K	$1.2M
9	Aaron Wealth Advisors LLC added	Shares	+1.1K	+$384.5K	$858.1K
10	J. L. Bainbridge & Co., Inc. new	Shares	+3.6K	+$364.9K	$364.9K
11	Police & Firemen's Retirement System of New Jersey added	Shares	+452	+$337.8K	$854.7K
12	Sequoia Financial Advisors, LLC new	Shares	+2.7K	+$274.2K	$274.2K
13	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-24	+$273.9K	$763.5K
14	Merit Financial Group, LLC new	Shares	+2.2K	+$226.3K	$226.3K
15	Interchange Capital Partners, LLC new	Shares	+2.1K	+$219.0K	$219.0K
16	EVERGREEN CAPITAL MANAGEMENT LLC trimmed	Shares	-864	+$218.8K	$762.5K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-333	+$217.8K	$663.7K
18	Tempus Wealth Planning, LLC unchanged	Shares	0	+$187.2K	$518.8K
19	J.W. COLE ADVISORS, INC. trimmed	Shares	-59	+$182.2K	$515.6K
20	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+5	+$124.1K	$342.9K
21	Diversified Trust Co trimmed	Shares	-579	+$87.0K	$345.6K
22	GAMMA Investing LLC added	Shares	+20	+$75.2K	$204.8K
23	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	+$72.7K	$201.4K
24	Versant Capital Management, Inc trimmed	Shares	-164	+$54.2K	$179.9K
25	Spire Wealth Management unchanged	Shares	0	+$39.6K	$109.7K
26	Blue Trust, Inc. trimmed	Shares	-82	+$26.8K	$89.0K
27	Farther Finance Advisors, LLC added	Shares	+61	+$24.2K	$59.4K
28	IFP Advisors, Inc trimmed	Shares	-511	+$20.6K	$149.4K
29	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$18.1K	$55.6K
30	SIGNATUREFD, LLC added	Shares	+87	+$18.0K	$34.2K
31	PFS Partners, LLC added	Shares	+3	+$12.6K	$34.5K
32	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$12.5K	$40.1K
33	SJS Investment Consulting Inc. trimmed	Shares	-156	+$12.0K	$61.4K
34	Beacon Financial Strategies CORP unchanged	Shares	0	+$11.8K	$32.8K
35	True Wealth Design, LLC trimmed	Shares	-16	+$10.6K	$32.3K
36	Steigerwald, Gordon & Koch Inc. unchanged	Shares	0	+$8.1K	$22.4K
37	LRI Investments, LLC trimmed	Shares	-21	+$7.2K	$23.8K
38	ST GERMAIN D J CO INC unchanged	Shares	0	+$6.8K	$18.9K
39	LANARK FINANCIAL, INC. unchanged	Shares	0	+$5.3K	$14.6K
40	SBI Securities Co., Ltd. trimmed	Shares	-11	+$3.5K	$11.8K
41	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-7	+$2.5K	$8.3K
42	TOTH FINANCIAL ADVISORY CORP unchanged	Shares	0	+$2.5K	$6.9K
43	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	+$1.8K	$5.1K
44	Creative Capital Management Investments LLC new	Shares	+15	+$1.5K	$1.5K
45	JFS WEALTH ADVISORS, LLC added	Shares	+5	+$1.5K	$3.3K
46	Kozak & Associates, Inc. unchanged	Shares	0	+$1.5K	$4.6K
47	Fortitude Family Office, LLC unchanged	Shares	0	+$1.3K	$3.7K
48	ARMSTRONG ADVISORY GROUP, INC unchanged	Shares	0	+$1.2K	$3.4K
49	Handelsbanken Fonder AB added	Shares	+9.2K	+$1.1K	$1.3K
50	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-1.4K	+$979	$3.0K

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