Ticker: VCRM CUSIP: 922907712 Class: CORE TAX EXEMPT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Aprio Wealth Management, LLC | 578,963 | $43,752 |
| EQ WEALTH ADVISORS, LLC | 31,191 | $2,357 |
| S.A. Mason LLC | 45,858 | $3,465 |
| Tilson Financial Group, Inc. | 56,518 | $4,271 |
| Confluence Wealth Services, Inc. | 218,146 | $16,485 |
| Sprinkle Financial Consultants LLC | 13,231 | $1,000 |
| Oak Wealth Advisors LLC | 6,465 | $489 |
| SEVEN MILE ADVISORY | 18,381 | $1,389 |
| Landmark Wealth Management, LLC | 6,405 | $484 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 9,775 | $739 |
| Global Wealth Management, LLC | 3,891 | $294 |
| Lakewood Asset Management LLC | 3,373 | $255 |
| Swisher Financial Concepts, Inc. | 3,310 | $250 |
| AWM CAPITAL, LLC | 15,761 | $1,191 |
| D'Orazio & Associates, Inc. | 11,365 | $859 |
| Prentice Wealth Management LLC | 6,635 | $501 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 5,128 | $388 |
| Tower Research Capital LLC (TRC) | 38,172 | $2,885 |
| Cypress Point Wealth Management, LLC | 4,550 | $344 |
| Gould Capital, LLC | 1,650 | $125 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Verum Partners LLC | 182,538 | 480,051 | +297,513 (+163.0%) |
| Topsail Wealth Management, LLC | 200,004 | 326,854 | +126,850 (+63.4%) |
| Mills Wealth Advisors LLC | 299,335 | 337,461 | +38,126 (+12.7%) |
| MB, LEVIS & ASSOCIATES, LLC | 168,500 | 180,323 | +11,823 (+7.0%) |
| San Luis Wealth Advisors LLC | 219,182 | 239,055 | +19,873 (+9.1%) |
| TAGStone Capital, Inc. | 95,452 | 103,827 | +8,375 (+8.8%) |
| Balanced Rock Investment Advisors LLC | 39,290 | 46,058 | +6,768 (+17.2%) |
| Physician Wealth Solutions Inc. | 70,137 | 75,204 | +5,067 (+7.2%) |
| Opus Capital Group, LLC | 176,202 | 223,270 | +47,068 (+26.7%) |
| Keystone Financial Group, Inc. | 23,202 | 31,990 | +8,788 (+37.9%) |
| HBK Sorce Advisory LLC | 148,170 | 337,934 | +189,764 (+128.1%) |
| Sunpointe, LLC | 18,300 | 27,516 | +9,216 (+50.4%) |
| Physician Wealth Advisors, Inc. | 66,299 | 81,481 | +15,182 (+22.9%) |
| Traub Capital Management LLC | 6,145 | 9,045 | +2,900 (+47.2%) |
| NavPoint Financial, Inc. | 9,474 | 15,063 | +5,589 (+59.0%) |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 24,367 | 49,934 | +25,567 (+104.9%) |
| TFO Wealth Partners, LLC | 13,340 | 29,732 | +16,392 (+122.9%) |
| Karpus Management, Inc. | 533,467 | 554,144 | +20,677 (+3.9%) |
| CGN Advisors LLC | 161,512 | 172,709 | +11,197 (+6.9%) |
| Verus Financial Partners, Inc. | 77,596 | 89,701 | +12,105 (+15.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wayfinding Financial, LLC | 47,331 | 6,031 | -41,300 (-87.3%) |
| OLD MISSION CAPITAL LLC | 80,910 | 15,745 | -65,165 (-80.5%) |
| Elequin Capital, LP | 41,766 | 35,296 | -6,470 (-15.5%) |
| Commonwealth Retirement Investments LLC | 5,500 | 4,000 | -1,500 (-27.3%) |
| JPMORGAN CHASE & CO | 225,869 | 152,149 | -73,720 (-32.6%) |
| ENVESTNET ASSET MANAGEMENT INC | 43,287 | 13,327 | -29,960 (-69.2%) |
| Thrivent Financial for Lutherans | 100,972 | 26,366 | -74,606 (-73.9%) |
| FLOW TRADERS U.S. LLC | 9,731 | 7,976 | -1,755 (-18.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| von Borstel & Associates, Inc. | 37,192 | $3 |
| MFA Wealth Services | 3,381 | $254 |
| SAXON INTERESTS, INC. | 3,479 | $256 |
| Integrated Wealth Concepts LLC | 14,249 | $1,072 |
| McIlrath & Eck, LLC | 284 | $21 |