CUSIP: 918385105 | 154 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,635,509 | $781.8K | 0.2% | Deep Value | Low | Palo Alto, CA | 2023-11-14 | |
| 939,623 | $449.1K | 0.0% | N/A | N/A | Valley Forge, PA | 2023-12-18 | |
| 242,937 | $116.1K | 0.0% | N/A | N/A | Fort Lee, NJ | 2023-11-08 | |
| 236,131 | $112.9K | 0.0% | Index | Very Low | Boston, MA | 2023-11-13 | |
| 134,745 | $64.4K | 0.0% | Index | Very Low | Boston, MA | 2023-11-14 | |
| 53,661 | $25.7K | 0.0% | N/A | N/A | New York, NY | 2023-11-13 | |
| 50,416 | $24.1K | 0.0% | Index | Very Low | Chicago, IL | 2023-11-13 | |
| 33,442 | $16.0K | 0.0% | Core | Low | New York, NY | 2023-11-15 | |
| 30,450 | $14.6K | 0.0% | Value | Very High | New York, NY | 2023-11-14 | |
| 30,000 | $14.3K | 0.0% | ETF | Low | Morristown, NJ | 2023-10-24 | |
| 20,278 | $9.7K | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-11-14 | |
| 10,580 | $5.1K | 0.0% | Core | Very High | New York, NY | 2023-11-14 | |
| 10,000 | $4.8K | 0.0% | ETF | Low | Newburgh, NY | 2023-11-01 | |
| 6,884 | $3 | 0.0% | Core | Medium | Boston, MA | 2023-10-30 | |
| 4,000 | $1.9K | 0.0% | Index | Low | Scottsdale, AZ | 2023-11-13 | |
| 1,500 | $717 | 0.0% | Index | Low | San Francisco, CA | 2024-05-20 | |
| 1,449 | $692 | 0.0% | Core | Low | San Francisco, CA | 2023-11-13 | |
| 1,000 | $478 | 0.0% | Growth | Very Low | Detroit, MI | 2023-11-21 | |
| 750 | $359 | 0.0% | ETF | Medium | Fairfield, NJ | 2023-11-08 | |
| 376 | $180 | 0.0% | Core | Low | Charlotte, NC | 2023-11-14 | |
| 329 | $157 | 0.0% | Core | Medium | Paris, India | 2023-11-14 | |
| 293 | $0 | 0.0% | Core | Low | Toronto, Australia | 2023-11-14 | |
| 34 | $16 | 0.0% | Growth | Medium | New York, NY | 2023-11-14 | |
| 7 | $3 | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-10-30 |