Ticker: VBIAX CUSIP: 921931200 Class: Mutual Funds
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Vestwell Advisors, LLC | 41,033 | $2,126 |
| Kohmann Bosshard Financial Services, LLC | 1,202 | $62 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | 1,719 | 1,773 | +54 (+3.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Oakworth Capital, Inc. | 362,443 | 84,834 | -277,609 (-76.6%) |
| FIRST MERCHANTS CORP | 10,545 | 10,127 | -418 (-4.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Hurley Capital, LLC | 7,547 | $396 |
| Vermillion Wealth Management, Inc. | 814 | $43 |