Purchases and Sales Made in Q2 2025 in Vertical Capital Income Fund (VCIF)
This table provides information about the institutional ownership of Vertical Capital Income Fund (VCIF) during Q2 2025. The information is specifically focused on institutions that hold shares of Vertical Capital Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
217KNew |
N/A
|
217K
$1.78M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
178K+ 54.16% |
N/A
|
508K
$4.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37K+ 7.49% |
N/A
|
532K
$4.36M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.8K+ 16.33% |
N/A
|
219K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
19.1KNew |
N/A
|
19.1K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
17.1KNew |
N/A
|
17.1K
$140K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9KNew |
N/A
|
12.9K
$106K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
10.7KNew |
N/A
|
10.7K
$87.9K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.25K+ 57.39% |
N/A
|
17.1K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
974New |
N/A
|
974
$7.99K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
615+ 0.34% |
N/A
|
182K
$1.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
529+ 5.11% |
N/A
|
10.9K
$89.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
515+ 4.9% |
N/A
|
11K
$90.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
480+ 36.23% |
N/A
|
1.81K
$14.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
390New |
N/A
|
390
$3.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
181+ 1.46% |
N/A
|
12.5K
$103K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
164New |
N/A
|
164
$1.34K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.86K- 14.59% |
N/A
|
10.9K
$89.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.6K- 19.93% |
N/A
|
82.8K
$679K
|