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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 922018304

VANGUARD WNDSR AD II

9 institutions · $11.4M total · 138,396 shares

#ManagerSharesValue% of TotalPeriod
1SILVERCREST ASSET MANAGEMENT GROUP LLC58,094$4.8M41.97%2024-06-30
2FIRST MERCHANTS CORP40,554$3.4M29.30%2025-12-31
3Fifth Third Wealth Advisors LLC23,041$1.9M16.64%2025-12-31
4TOWER BRIDGE ADVISORS5,850$456.5K4.22%2025-03-31
5NORTHSTAR ASSET MANAGEMENT LLC4,269$356.0K3.08%2025-12-31
6Williams Jones Wealth Management, LLC.4,163$295.9K3.00%2023-12-31
7TUCKER ASSET MANAGEMENT LLC1,166$96.6K0.84%2024-06-30
8Kohmann Bosshard Financial Services, LLC1,028$85.7K0.74%2025-12-31
9Livelsberger Financial Advisory231$17.5K0.16%2024-03-31