Ticker: VFH CUSIP: 92204A405 Class: Com
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Live Oak Investment Partners | 12,957 | $1,730 |
| Mosley Wealth Management | 4,199 | $548 |
| Quantitative Investment Management, LLC | 26,703 | $4 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 2,280 | $304 |
| Fiscal Wisdom Wealth Management, LLC | 1,590 | $212 |
| Annex Advisory Services, LLC | 52,715 | $7,037 |
| Aspire Growth Partners LLC | 1,979 | $264 |
| KENNEDY INVESTMENT GROUP | 2,435 | $325 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 1,801 | $240 |
| Peterson Wealth Advisors, LLC | 2,525 | $337 |
| Triumph Capital Management | 1,290 | $172 |
| Laurel Wealth Advisors LLC | 2,043 | $273 |
| Y-Intercept (Hong Kong) Ltd | 9,404 | $1,255 |
| TUDOR INVESTMENT CORP ET AL | 81,340 | $10,858 |
| Richmond Investment Services, LLC | 1,566 | $209 |
| INSPIRION WEALTH ADVISORS, LLC | 1,850 | $247 |
| Soltis Investment Advisors LLC | 2,685 | $358 |
| Aberdeen Wealth Management LLC | 400 | $53 |
| GRIMES & COMPANY, INC. | 5,235 | $699 |
| Thrivent Financial for Lutherans | 126,162 | $17 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wheelhouse Advisory Group LLC | 75,034 | 80,676 | +5,642 (+7.5%) |
| PGIM Custom Harvest LLC | 1,416,698 | 1,506,042 | +89,344 (+6.3%) |
| Ameritas Advisory Services, LLC | 3,368 | 175,274 | +171,906 (+5104.1%) |
| ESG Planning | 33,368 | 37,699 | +4,331 (+13.0%) |
| TRUST CO OF OKLAHOMA | 139,311 | 141,032 | +1,721 (+1.2%) |
| Cedar Mountain Advisors, LLC | 144,194 | 146,030 | +1,836 (+1.3%) |
| Estate Counselors, LLC | 50,980 | 82,403 | +31,423 (+61.6%) |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 28,097 | 33,247 | +5,150 (+18.3%) |
| Hamilton Wealth, LLC | 74,456 | 76,902 | +2,446 (+3.3%) |
| Tandem Wealth Advisors LLC | 25,320 | 27,363 | +2,043 (+8.1%) |
| Argentarii, LLC | 34,522 | 36,040 | +1,518 (+4.4%) |
| PENOBSCOT WEALTH MANAGEMENT | 43,582 | 45,192 | +1,610 (+3.7%) |
| Silver Coast Investments LLC | 33,250 | 34,882 | +1,632 (+4.9%) |
| Houlihan Financial Resource Group, Ltd. | 4,287 | 7,926 | +3,639 (+84.9%) |
| CAPITAL PERFORMANCE ADVISORS LLP | 1,839 | 20,903 | +19,064 (+1036.7%) |
| Axiom Financial Strategies, LLC | 28,102 | 28,817 | +715 (+2.5%) |
| Sharper & Granite LLC | 22,013 | 23,472 | +1,459 (+6.6%) |
| Stonebridge Financial Planning Group, LLC | 4,696 | 8,032 | +3,336 (+71.0%) |
| KENNICOTT CAPITAL MANAGEMENT LLC | 14,510 | 15,667 | +1,157 (+8.0%) |
| Madden Advisory Services, Inc. | 2,229 | 5,425 | +3,196 (+143.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Beacon Capital Management, Inc. | 884,576 | 792,581 | -91,995 (-10.4%) |
| Richmond Brothers, Inc. | 56,515 | 51,883 | -4,632 (-8.2%) |
| THEORY FINANCIAL LLC | 147,051 | 143,424 | -3,627 (-2.5%) |
| Financial Freedom, LLC | 51,000 | 48,719 | -2,281 (-4.5%) |
| Berkeley Capital Partners, LLC | 33,109 | 6,894 | -26,215 (-79.2%) |
| Retireful, LLC | 16,551 | 15,647 | -904 (-5.5%) |
| ATLAS CAPITAL ADVISORS LLC | 77,513 | 64,344 | -13,169 (-17.0%) |
| Tranquilli Financial Advisor LLC | 28,227 | 27,355 | -872 (-3.1%) |
| Winthrop Capital Management, LLC | 105,693 | 104,442 | -1,251 (-1.2%) |
| Allianz SE | 136,810 | 46 | -136,764 (-100.0%) |
| HARBOUR INVESTMENT MANAGEMENT LLC | 16,713 | 13,853 | -2,860 (-17.1%) |
| Hershey Financial Advisers, LLC | 13,927 | 13,443 | -484 (-3.5%) |
| CALTON & ASSOCIATES, INC. | 89,420 | 88,282 | -1,138 (-1.3%) |
| Idaho Trust Bank | 14,201 | 11,928 | -2,273 (-16.0%) |
| Disciplined Investors, L.L.C. | 12,890 | 12,352 | -538 (-4.2%) |
| Joule Financial, LLC | 25,058 | 23,505 | -1,553 (-6.2%) |
| Global Trust Asset Management, LLC | 3,795 | 1,331 | -2,464 (-64.9%) |
| Williams & Novak, LLC | 5,215 | 4,270 | -945 (-18.1%) |
| Nova Wealth Management, Inc. | 11,491 | 10,989 | -502 (-4.4%) |
| Sanctuary Advisors, LLC | 223,922 | 117,970 | -105,952 (-47.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Polianta Ltd | 59,300 | $8 |
| Osbon Capital Management LLC | 30,919 | $2,134 |
| Cornerstone Planning, LLC | 12,254 | $1,447 |
| OBSIDIAN CIO, LLC | 17,258 | $2,265 |
| NRI Wealth Management LC | 3,057 | $401 |
| TWO SIGMA INVESTMENTS, LP | 554,500 | $72,773 |
| Shared Vision Wealth Group LLC | 3,332 | $426 |
| Consolidated Portfolio Review Corp | 10,915 | $1,432 |
| Valley Financial Group, Inc. | 1,946 | $255 |
| Minot DeBlois Advisors LLC | 880 | $115 |
| DOLIVER ADVISORS, LP | 2,559 | $336 |
| IBEX WEALTH ADVISORS | 4,300 | $564 |
| BRIGHTON JONES LLC | 12,145 | $1,594 |
| Summit Asset Management, LLC | 2,024 | $266 |
| Gateway Wealth Partners, LLC | 1,763 | $231 |
| Main Street Group, LTD | 663 | $87 |
| Onyx Bridge Wealth Group LLC | 1,570 | $206 |
| Sound View Wealth Advisors Group, LLC | 1,741 | $229 |
| McAdam, LLC | 2,146 | $282 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1,716 | $225 |