J.W. Cole Advisors, Inc. Vertical Capital Income Fund Transaction History
J.W. Cole Advisors, Inc.
- $4.58 Billion
- Q2 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 219,480 shares of VCIF stock, worth $1.8 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
219,480
Previous 188,672
16.33%
Holding current value
$1.8 Million
Previous $1.55 Million
16.29%
% of portfolio
0.04%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VCIF
# of Institutions
33Shares Held
2.75MCall Options Held
0Put Options Held
35.7K-
Cambridge Investment Research Advisors, Inc.532KShares$4.36 Million0.01% of portfolio
-
Terrapin Asset Management, LLC Miami, FL531KShares$4.35 Million4.95% of portfolio
-
Morgan Stanley New York, NY508KShares$4.16 Million0.0% of portfolio
-
Hancock Whitney Corp217KShares$1.78 Million0.03% 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...