CUSIP: 92838U801 | US | Financial Services · Asset Management | Micro Cap | 99 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 552,564 | $7.8M | 2.0% | Value | Low | Saratoga Springs, NY | 2026-10-13 | |
| 326,838 | $4.6M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 84,916 | $1.2K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 76,500 | $1.1M | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 54,312 | $761.4K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 47,369 | $667.9K | 0.0% | Index | Low | Austin, TX | 2026-11-02 | |
| 44,353 | $625.4K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 36,260 | $511.3K | 0.0% | ETF | Low | Alpharetta, GA | 2026-11-06 | |
| 35,524 | $500.9K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 34,286 | $483.4K | 0.1% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 33,818 | $473.4K | 0.1% | ETF | Medium | Concord, MA | 2026-11-03 | |
| 24,977 | $352 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 23,597 | $332.7K | 0.0% | Core | Medium | Tampa, FL | 2026-10-16 | |
| 21,922 | $309.1K | 0.3% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 15,890 | $224.0K | 0.1% | ETF | Low | Highland Park, IL | 2026-10-29 | |
| 12,821 | $180.8K | 0.1% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 11,285 | $159.1K | 0.1% | ETF | Very Low | St. Cloud, MN | 2026-10-22 | |
| 4,838 | $68.2K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 3,114 | $43.9K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,562 | $22.0K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 1,412 | $22.5K | 0.0% | ETF | Low | Folsom, CA | 2026-11-06 | |
| 750 | $10.6K | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 | |
| 700 | $9.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 697 | $9.8K | 0.0% | Growth | Low | Cincinnati, OH | 2026-11-05 | |
| 325 | $4.6K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 231 | $3.3K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 200 | $2.8K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 109 | $1.5K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |