Institutional shares held 55.1 Million
81.7K calls
3.9K puts
Total value of holdings $7.28B
$10.8M calls
$515K puts
# of Institutions 790


Latest Institutional Activity in VFH

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 914K ($120M)
Q2 2025
Beacon Capital Management, Inc. Shares Held: 1.01M ($134M)
Q2 2025
Two Sigma Investments, LP Shares Held: 346K ($45.6M)
Q2 2025
Laurel Wealth Advisors LLC Shares Held: 271K ($35.7M)
Q2 2025
Pgim Custom Harvest LLC Shares Held: 1.38M ($181M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 724K ($95.3M)
Q2 2025
Allianz Se Shares Held: 46 ($6.06K)
Q2 2025
Morgan Stanley Shares Held: 3.4M ($448M)
Q2 2025
Cetera Investment Advisers Shares Held: 343K ($45.2M)
Q2 2025
Estate Counselors, LLC Shares Held: 51K ($6.71M)

About VFH

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