Institutional shares held 2.47 Million
0 calls
0 puts
Total value of holdings $605M
$0 calls
$0 puts
# of Institutions 177


Latest Institutional Activity in VTWG

Top Purchases

Q3 2025
Sound Income Strategies, LLC Shares Held: 23.7K ($5.81M)
Q3 2025
Fifth Third Securities, Inc. Shares Held: 26.4K ($6.46M)
Q3 2025
West Hill Financial Advisors, Inc. Shares Held: 41K ($10M)
Q3 2025
Peak Financial Management, Inc. Shares Held: 884 ($216K)
Q3 2025
Heartwood Wealth Advisors LLC Shares Held: 763 ($187K)

Top Sells

Q3 2025
Cwm, LLC Shares Held: 32.5K ($7.94M)
Q3 2025
Advisor Net Financial, Inc Shares Held: 1.64K ($400K)
Q3 2025
Institute For Wealth Management, Llc. Shares Held: 33.6K ($8.22M)
Q3 2025
Ivc Wealth Advisors LLC Shares Held: 15.5K ($3.79M)
Q3 2025
Riversedge Advisors, LLC Shares Held: 23.4K ($5.73M)

About VTWG

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