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| Vestor Capital LLC
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|---|---|
| CRD # | 165855 |
| SEC # | 801-77335 |
| CIK # | 0001132699 |
| AUM | $2.3 B (2026-03-27) |
| Employees | 27 (89% Investors, 0% Brokers) |
| Phone | 312-641-2400 |
| Address | 10 S Riverside Plaza Chicago, IL 60606-3840 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Proshares Trust II | 0.6 | ||
| Aon Corp | 0.6 | ||
| Boeing Co | 0.6 | ||
| Coca Cola Co | 0.5 | ||
| Conocophillips | 0.5 | ||
| Wellpoint Inc | 0.5 | ||
| Valero Energy Corp/Tx | 0.5 | ||
| Boston Scientific Corp | 0.5 | ||
| SPDR Gold Trust | 0.4 | ||
| Gallagher Arthur J & Co | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 605 | 0.2 |
| (b) Individuals (high net worth individuals) | 592 | 1.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 62 | 0.1 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,753 | 2.3 |
| By Discretionary | ||
| Discretionary | 3,752 | 2.3 |
| Non-Discretionary | 1 | 0.0 |
| Total | 3,753 | 2.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 3,753 | 2.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001132699] |
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|---|---|---|
|
American Century Investments Private Client Group Inc
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|
MO | 2.3 |
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Magnus Financial Group LLC
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NY | 2.3 |
|
Capita Financial Network LLC
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UT | 2.3 |
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Willow Creek Wealth Management Inc
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Verus Capital Partners LLC
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AZ | 2.3 |
|
Sound View Wealth Advisors Group LLC
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GA | 2.3 |
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Sather Financial Group Inc
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TX | 2.3 |
|
Twelve Points Wealth Management LLC
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MA | 2.2 |
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TPG Financial Advisors LLC
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OR | 2.2 |
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The Forum Finance Group Sa
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2.2 |