J.W. Cole Advisors, Inc. Vertical Capital Income Fund Transaction History
J.W. Cole Advisors, Inc.
- $5.04 Billion
- Q3 2025
A detailed history of J.W. Cole Advisors, Inc. transactions in Vertical Capital Income Fund stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 258,713 shares of VCIF stock, worth $2.12 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
258,713
Previous 219,480
17.88%
Holding current value
$2.12 Million
Previous $1.8 Million
17.9%
% of portfolio
0.04%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VCIF
# of Institutions
34Shares Held
3.07MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY622KShares$5.1 Million0.0% of portfolio
-
Terrapin Asset Management, LLC Miami, FL531KShares$4.35 Million4.95% of portfolio
-
Cambridge Investment Research Advisors, Inc.421KShares$3.45 Million0.01% of portfolio
-
Bulldog Investors, LLP Saddle Brook, NJ328KShares$2.69 Million0.97% of portfolio
-
Sabal Trust CO217KShares$1.78 Million0.1% of portfolio
About Vertical Capital Income Fund
- Ticker VCIF
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Description
- Vertical Capital Income Fund is a close ended fixed income mutual fund launched and managed by Vertical Capital Asset Management, LLC. The fund is co - managed by Behringer Advisors, LLC. The Fund invests mainly in fixed-income securities. The fund invests in stocks of companies operating across diversified sectors. It seeks to benchmark the per...