Institutional shares held 1.85 Million
0 calls
0 puts
Total value of holdings $96.6M
$0 calls
$0 puts
# of Institutions 31


Latest Institutional Activity in VSMV

Top Purchases

Q2 2025
Great Valley Advisor Group, Inc. Shares Held: 437K ($22.7M)
Q2 2025
Ubs Group Ag Shares Held: 9.48K ($492K)
Q2 2025
Tower Wealth Partners, Inc. Shares Held: 413K ($21.4M)
Q2 2025
Global Retirement Partners, LLC Shares Held: 2.99K ($155K)
Q2 2025
Raymond James Financial Inc Shares Held: 52.6K ($2.73M)

Top Sells

Q2 2025
Morgan Stanley Shares Held: 161K ($8.37M)
Q2 2025
Susquehanna International Group, LLP Shares Held: 7.1K ($369K)
Q2 2025
Trilogy Capital Inc. Shares Held: 29.9K ($1.55M)
Q2 2025
Lpl Financial LLC Shares Held: 80.8K ($4.19M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 2.2K ($114K)

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