Institutional shares held 1.84 Million
0 calls
0 puts
Total value of holdings $97.8M
$0 calls
$0 puts
# of Institutions 30


Latest Institutional Activity in VSMV

Top Purchases

Q3 2025
Commonwealth Equity Services, LLC Shares Held: 7.8K ($415K)
Q2 2025
Great Valley Advisor Group, Inc. Shares Held: 437K ($23.2M)
Q2 2025
Ubs Group Ag Shares Held: 9.48K ($504K)
Q2 2025
Tower Wealth Partners, Inc. Shares Held: 413K ($22M)
Q2 2025
Raymond James Financial Inc Shares Held: 52.6K ($2.8M)

Top Sells

Q3 2025
Sovereign Financial Group, Inc. Shares Held: 19.9K ($1.06M)
Q3 2025
One Degree Advisors Inc Shares Held: 8.18K ($435K)
Q3 2025
Trilogy Capital Inc. Shares Held: 27.2K ($1.45M)
Q3 2025
Global Retirement Partners, LLC Shares Held: 2.69K ($143K)
Q2 2025
Morgan Stanley Shares Held: 161K ($8.58M)

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