Institutional shares held 13.6 Million
43.8K calls
9.6K puts
Total value of holdings $2.76B
$8.85M calls
$1.94M puts
# of Institutions 702


Latest Institutional Activity in VPU

Top Purchases

Q3 2025
Goldstone Financial Group, LLC Shares Held: 49.3K ($9.96M)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 25.8K ($5.2M)
Q3 2025
Sequoia Financial Advisors, LLC Shares Held: 5.96K ($1.2M)
Q3 2025
Retirement Planning Group Shares Held: 9.66K ($1.95M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 48.6K ($9.83M)

Top Sells

Q3 2025
Altfest L J & CO Inc Shares Held: 14.5K ($2.93M)
Q3 2025
Beacon Capital Management, Inc. Shares Held: 639K ($129M)
Q3 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 2.19K ($443K)
Q3 2025
Dmkc Advisory Services, LLC Shares Held: 17.8K ($3.6M)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 2.14K ($432K)

About VPU

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