Institutional shares held 54.8 Million
87.9K calls
43.3K puts
Total value of holdings $7.06B
$11.3M calls
$5.58M puts
# of Institutions 791


Latest Institutional Activity in VFH

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 914K ($119M)
Q2 2025
Curran Financial Partners, LLC Shares Held: 54.1K ($7.05M)
Q2 2025
Clear Creek Financial Management, LLC Shares Held: 20.6K ($2.69M)
Q2 2025
Strategic Investment Solutions, Inc. /Il Shares Held: 8.59K ($1.12M)
Q2 2025
Blair William & CO Shares Held: 17.5K ($2.28M)

Top Sells

Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 50.3K ($6.56M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 70.8K ($9.22M)
Q2 2025
Truist Financial Corp Shares Held: 114K ($14.9M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 38.2K ($4.98M)
Q2 2025
Prime Capital Investment Advisors, LLC Shares Held: 11K ($1.43M)

About VFH

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