Ticker: VSDB CUSIP: 922020730 Class: SHORT DURATION B
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| American Investment Services, Inc. | 14,236 | $1,089 |
| Gutierrez Wealth Advisory, LLC | 2,910 | $223 |
| Aegis Wealth Management LLC | 3,275 | $250 |
| TD Waterhouse Canada Inc. | 29,743 | $2,275 |
| HBK Sorce Advisory LLC | 3,265 | $250 |
| Buckingham Strategic Partners | 5,100 | $390 |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,261 | $1,014 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,538 | $884 |
| AQR CAPITAL MANAGEMENT LLC | 10,044 | $768 |
| GOLDMAN SACHS GROUP INC | 7,311 | $559 |
| Beaird Harris Wealth Management, LLC | 668 | $51 |
| LPL Financial LLC | 3,105 | $237 |
| Cambridge Investment Research Advisors, Inc. | 3,570 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Keystone Financial Group, Inc. | 20,983 | 33,710 | +12,727 (+60.7%) |
| Mills Wealth Advisors LLC | 11,124 | 18,146 | +7,022 (+63.1%) |
| Werba Rubin Papier Wealth Management | 3,979 | 9,046 | +5,067 (+127.3%) |
| North Star Investment Management Corp. | 5,979 | 16,032 | +10,053 (+168.1%) |
| Pinnacle Financial Group, LLC / IL | 30,804 | 31,810 | +1,006 (+3.3%) |
| HAZLETT, BURT & WATSON, INC. | 766 | 3,492 | +2,726 (+355.9%) |
| Sanctuary Advisors, LLC | 6,332 | 18,801 | +12,469 (+196.9%) |
| Robertson Stephens Wealth Management, LLC | 18,660 | 18,962 | +302 (+1.6%) |
| Concord Wealth Partners | 2,968 | 3,016 | +48 (+1.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kestra Advisory Services, LLC | 6,865 | 6,685 | -180 (-2.6%) |
| UBS Group AG | 123 | 43 | -80 (-65.0%) |
| CWM, LLC | 1,478 | 157 | -1,321 (-89.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| VESTOR CAPITAL, LLC | 178,432 | $14 |
| Westfuller Advisors, LLC | 732 | $56 |
| CITADEL ADVISORS LLC | 10,649 | $816 |