Institutional shares held 1.9 Million
0 calls
0 puts
Total value of holdings $92.8M
$0 calls
$0 puts
# of Institutions 31


Latest Institutional Activity in VSMV

Top Purchases

Q4 2024
Raymond James Financial Inc Shares Held: 43.9K ($2.15M)
Q4 2024
Independent Advisor Alliance Shares Held: 10.3K ($505K)
Q4 2024
Legacy Solutions, LLC Shares Held: 6.23K ($305K)
Q4 2024
Atria Wealth Solutions, Inc. Shares Held: 8.58K ($420K)
Q3 2024
Morgan Stanley Shares Held: 252K ($12.3M)

Top Sells

Q4 2024
Victory Capital Management Inc Shares Held: 384K ($18.8M)
Q4 2024
Trilogy Capital Inc. Shares Held: 48.4K ($2.37M)
Q4 2024
Tower Wealth Partners, Inc. Shares Held: 403K ($19.7M)
Q4 2024
Sovereign Financial Group, Inc. Shares Held: 28.6K ($1.4M)
Q4 2024
Private Advisor Group, LLC Shares Held: 8.73K ($427K)

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