Institutional shares held 233 Million
578K calls
196K puts
Total value of holdings $42.5B
$105M calls
$35.7M puts
# of Institutions 2,502


Latest Institutional Activity in VIG

Top Purchases

Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.41M ($257M)
Q1 2025
West Paces Advisors Inc. Shares Held: 153K ($27.8M)
Q1 2025
Robertson Stephens Wealth Management, LLC Shares Held: 665K ($121M)
Q1 2025
Websterrogers Financial Advisors, LLC Shares Held: 50.7K ($9.23M)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 26.1K ($4.75M)

Top Sells

Q1 2025
Gamma Investing LLC Shares Held: 3.04K ($554K)
Q1 2025
Retirement Planning Group Shares Held: 182K ($33.2M)
Q1 2025
Trust Point Inc. Shares Held: 1.18M ($215M)
Q1 2025
Aafmaa Wealth Management & Trust LLC Shares Held: 5.36K ($977K)
Q1 2025
Enclave Advisors LLC Shares Held: 370K ($67.3M)

About VIG

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
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E - Expiration of short derivative position×
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X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
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