Institutional shares held 1.94 Million
0 calls
0 puts
Total value of holdings $93M
$0 calls
$0 puts
# of Institutions 32


Latest Institutional Activity in VSMV

Top Purchases

Q1 2025
Quent Capital, LLC Shares Held: 2.2K ($105K)
Q1 2025
Tower Wealth Partners, Inc. Shares Held: 404K ($19.4M)
Q1 2025
Sovereign Financial Group, Inc. Shares Held: 29.1K ($1.39M)
Q4 2024
Raymond James Financial Inc Shares Held: 43.9K ($2.1M)
Q4 2024
Morgan Stanley Shares Held: 274K ($13.1M)

Top Sells

Q1 2025
Lex Aurum Advisors, LLC Shares Held: 11.3K ($540K)
Q4 2024
Victory Capital Management Inc Shares Held: 384K ($18.4M)
Q4 2024
Goldman Sachs Group Inc Shares Held: 12.4K ($593K)
Q4 2024
Trilogy Capital Inc. Shares Held: 48.4K ($2.32M)
Q4 2024
Royal Bank Of Canada Shares Held: 99.3K ($4.76M)

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