Institutional shares held 2.52 Million
0 calls
0 puts
Total value of holdings $325M
$0 calls
$0 puts
# of Institutions 166


Latest Institutional Activity in VTWV

Top Purchases

Q1 2025
Institute For Wealth Management, Llc. Shares Held: 44K ($5.61M)
Q1 2025
Gibraltar Capital Management, Inc. Shares Held: 11.3K ($1.43M)
Q1 2025
Oppenheimer & CO Inc Shares Held: 8.18K ($1.04M)
Q1 2025
Country Club Bank Shares Held: 2.74K ($349K)
Q1 2025
West Hill Financial Advisors, Inc. Shares Held: 57.1K ($7.28M)

Top Sells

Q1 2025
Financial Advisory Corp Shares Held: 53.8K ($6.85M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.8K ($356K)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 5.04K ($643K)
Q1 2025
Investor'S Fiduciary Advisor Network, LLC Shares Held: 2.56K ($326K)
Q1 2025
Ivc Wealth Advisors LLC Shares Held: 7.84K ($999K)

About VTWV

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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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