Institutional shares held 604 Million
282K calls
56K puts
Total value of holdings $30.4B
$14.2M calls
$2.82M puts
# of Institutions 1,374


Latest Institutional Activity in VTEB

Top Purchases

Q4 2025
Orgel Wealth Management, LLC Shares Held: 3.56M ($179M)
Q4 2025
Yeomans Consulting Group, Inc. Shares Held: 311K ($15.6M)
Q4 2025
Wedmont Private Capital Shares Held: 1.32M ($66.5M)
Q4 2025
Cahaba Wealth Management, Inc. Shares Held: 423K ($21.3M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.82M ($91.4M)

Top Sells

Q4 2025
Sunflower Bank, N.A. Shares Held: 874K ($43.9M)
Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 244K ($12.3M)
Q4 2025
Cambridge Financial Group, LLC Shares Held: 5.98K ($301K)
Q4 2025
Baker Tilly Wealth Management, LLC Shares Held: 13.1K ($657K)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 48.9K ($2.46M)

About VTEB

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