Institutional shares held 54.5 Million
87.9K calls
10.2K puts
Total value of holdings $6.82B
$11M calls
$1.28M puts
# of Institutions 794


Latest Institutional Activity in VFH

Top Purchases

Q2 2025
Kingstone Capital Partners Texas, LLC Shares Held: 914K ($115M)
Q2 2025
Curran Financial Partners, LLC Shares Held: 54.1K ($6.84M)
Q2 2025
Assetmark, Inc Shares Held: 76.1K ($9.61M)
Q2 2025
Quaker Wealth Management, LLC Shares Held: 34.4K ($4.35M)
Q2 2025
Berkeley Capital Partners, LLC Shares Held: 29.5K ($3.73M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 724K ($91.4M)
Q2 2025
Gwn Securities Inc. Shares Held: 18K ($2.27M)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 50.3K ($6.35M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 70.8K ($8.94M)
Q2 2025
Truist Financial Corp Shares Held: 114K ($14.4M)

About VFH

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