Institutional shares held 218 Million
572K calls
134K puts
Total value of holdings $39.7B
$104M calls
$24.3M puts
# of Institutions 2,561


Latest Institutional Activity in VIG

Top Purchases

Q2 2025
Park Avenue Securities LLC Shares Held: 359K ($65.4M)
Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 337K ($61.4M)
Q2 2025
True Link Financial Advisors, LLC Shares Held: 138K ($25.2M)
Q2 2025
Concurrent Investment Advisors, LLC Shares Held: 162K ($29.4M)
Q2 2025
Signaturefd, LLC Shares Held: 2.03M ($370M)

Top Sells

Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 172K ($31.3M)
Q2 2025
Hb Wealth Management, LLC Shares Held: 5.22M ($950M)
Q2 2025
Fifth Third Wealth Advisors LLC Shares Held: 32.7K ($5.97M)
Q2 2025
Gen Financial Management, Inc. Shares Held: 101K ($18.3M)
Q2 2025
Enclave Advisors LLC Shares Held: 331K ($60.3M)

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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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