# ADVISOR MANAGED PORTFOLIOS (VWI)

> Institutional ownership reported to the SEC as of Q3 2024, from Form 13F filings. Source: https://holderbook.com/stocks/VWI/

- Reporting holders: 5
- Reported value: $569.3K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $314.3K | 11,326 | 0.0% | 3 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $213.6K | 7,699 | 0.0% | 3 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $26.8K | 966 | 0.0% | 2 |
| [BARTLETT & CO. WEALTH MANAGEMENT LLC](https://holderbook.com/funds/2010186-bartlett-co-wealth-management-llc/) | $11.1K | 400 | 0.0% | 2 |
| [Iron Horse Wealth Management, LLC](https://holderbook.com/funds/1836270-iron-horse-wealth-management-llc/) | $3.5K | 125 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2024 | 5 | $569.3K |
| Q2 2024 | 5 | $768.4K |
| Q1 2024 | 3 | $760.7K |