Institutional shares held 5.82 Million
0 calls
0 puts
Total value of holdings $365M
$0 calls
$0 puts
# of Institutions 106


Latest Institutional Activity in VCEB

Top Purchases

Q1 2025
Stewardship Advisors, LLC Shares Held: 95.9K ($6.01M)
Q1 2025
Cwm, LLC Shares Held: 10.2K ($638K)
Q1 2025
Truist Financial Corp Shares Held: 265K ($16.6M)
Q1 2025
Stephens Consulting, LLC Shares Held: 21.8K ($1.37M)
Q1 2025
Cerity Partners LLC Shares Held: 55.9K ($3.5M)

Top Sells

Q1 2025
Better Wealth, LLC Shares Held: 22.8K ($1.43M)
Q1 2025
Financial Gravity Asset Management, Inc. Shares Held: 1.49K ($93.2K)
Q1 2025
River Street Advisors LLC Shares Held: 3.2K ($200K)
Q1 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 32.2K ($2.02M)
Q1 2025
Allworth Financial LP Shares Held: 14K ($875K)

About VCEB

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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×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
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×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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