Institutional shares held 2.67 Million
0 calls
0 puts
Total value of holdings $410M
$0 calls
$0 puts
# of Institutions 172


Latest Institutional Activity in VTWV

Top Purchases

Q4 2025
D.A. Davidson & Co. Shares Held: 14K ($2.15M)
Q4 2025
Kelsey Financial, LLC Shares Held: 3.63K ($559K)
Q4 2025
Amg National Trust Bank Shares Held: 44.7K ($6.87M)
Q4 2025
Lom Asset Management LTD Shares Held: 1.36K ($209K)
Q4 2025
Ubs Group Ag Shares Held: 32.5K ($4.99M)

Top Sells

Q4 2025
Financial Advisory Corp Shares Held: 50.4K ($7.75M)
Q4 2025
1900 Wealth Management LLC Shares Held: 3.64K ($560K)
Q4 2025
Rialto Wealth Management, LLC Shares Held: 2.15K ($330K)
Q4 2025
Mc Lean Asset Management Corp Shares Held: 5.5K ($846K)
Q4 2025
Northwest Wealth Management, LLC Shares Held: 1.91K ($293K)

About VTWV

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