VTL Associates, LLC
Investment ManagementPennsylvania, United States2-10 Employees
VTL Associates, LLC is an investment management firm based in Philadelphia, Pennsylvania, operating with a small team. It began as an independent institutional investment-consulting practice founded in 2004 by Vince Lowry, who advanced asset-allocation approaches driven by company revenues. The firm developed a line of revenue-based exchange-traded funds, conducting research with Standard & Poor’s and obtaining SEC relief to sponsor ETFs, with the first offerings launching in 2008. The effort aimed to reweight indices by revenue rather than traditional market capitalization, aligning products with revenue signals. In 2015, OppenheimerFunds acquired VTL Associates, incorporating its revenue-weighted strategy into what would become the Oppenheimer Revenue Weighted Strategy ETFs. The approach stems from research that adjusts index weights based on revenues for indices including the S&P 400, 500, 600 and International, with the RDIV fund launched in 2013. A recent development within the parent organization includes leadership changes, such as Holahan's departure from OppenheimerFunds in June 2026.
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