CUSIP: 92835W107 | US | Financial Services · Asset Management | Small Cap | 302 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13DSaba Capital Management, L.P. | 2,519,703 | 5.0% | New 5%+ stake | Sep 28, 2026 | 1,936,491 sh (Jun 30, 2026) |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 228,928 | $1.4M | 0.2% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 220,179 | $1.3K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 219,300 | $1.3M | 0.1% | ETF | Medium | Rochester, NY | 2026-10-26 | |
| 144,874 | $874 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 104,305 | $629.0K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 49,343 | $297.5K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 33,413 | $201.5K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 30,290 | $182.6K | 0.1% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 30,000 | $180.9K | 0.1% | Yield | High | Arlington, VA | 2026-10-14 | |
| 26,398 | $159 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 24,462 | $147.5K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 24,100 | $145.3K | 0.0% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 22,522 | $135.8K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 22,235 | $134.1K | 0.0% | Value | Medium | Beverly Hills, CA | 2026-11-04 | |
| 22,069 | $133.1K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 17,402 | $104.9K | 0.0% | ETF | Medium | Cornelius, NC | 2026-10-16 | |
| 17,240 | $104.0K | 0.1% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 14,635 | $87.1K | 0.0% | ETF | Very Low | Lake Success, NY | 2026-10-09 | |
| 12,282 | $74.1K | 0.0% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 12,250 | $73.9K | 0.0% | GARP | Low | Houston, TX | 2026-10-01 | |
| 11,900 | $71.8K | 0.0% | ETF | Very Low | Hanover, NH | 2026-10-23 | |
| 10,796 | $65.1K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 10,339 | $70.6K | 0.1% | Value | Low | Bayport, MN | 2026-11-05 | |
| 10,336 | $62.3K | 0.0% | ETF | Medium | Tarrytown, NY | 2026-10-16 | |
| 10,000 | $60.3K | 0.0% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 8,000 | $48.2K | 0.0% | Core | Low | Newport News, VA | 2026-10-28 | |
| 3,212 | $19.4K | 0.0% | ETF | High | Hauppauge, NY | 2026-11-04 | |
| 2,868 | $17.3K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 2,500 | $15.1K | 0.0% | ETF | N/A | Tampa, FL | 2026-10-30 | |
| 1,423 | $8.6K | 0.0% | Core | Very Low | Novi, MI | 2026-11-04 | |
| 1,259 | $7.6K | 0.0% | ETF | Very Low | Chadds Ford, PA | 2026-10-27 | |
| 885 | $5.3K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 786 | $4.7K | 0.0% | Growth | Low | Bloomington, IL | 2026-10-30 | |
| 430 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 280 | $1.7K | 0.0% | Core | Low | Casper, WY | 2026-10-14 | |
| 222 | $1.3K | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 | |
| 202 | $1.2K | 0.0% | ETF | Low | Arlington, VA | 2026-11-05 | |
| 154 | $929 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 124 | $748 | 0.0% | Core | Very Low | Spartanburg, SC | 2026-10-30 | |
| 100 | $603 | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 44 | $263 | 0.0% | Growth | Low | Santa Monica, CA | 2026-11-02 | |
| 38 | $230 | 0.0% | ETF | Medium | Bloomington, MN | 2026-11-03 | |
| 1 | $6 | 0.0% | Core | Medium | New York, NY | 2026-11-04 |