Ticker: VBIAX CUSIP: 921931200 Class: Mutual Funds
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Oakworth Capital, Inc. | 84,834 | $4,395 |
| Vestwell Advisors, LLC | 41,033 | $2,126 |
| FIRST MERCHANTS CORP | 10,127 | $525 |
| Williams Jones Wealth Management, LLC. | 8,444 | $437 |
| Fortune Financial Group, Inc. | 4,038 | $0 |
| KELLEHER FINANCIAL ADVISORS | 1,773 | $92 |
| Kohmann Bosshard Financial Services, LLC | 1,202 | $62 |
| Garton & Associates Financial Advisors LLC | 25 | $1 |
| Total (8 institutions) | 151,476 | $7,639 |