CUSIP: 92838X805 | US | Financial Services · Asset Management | Small Cap | 100 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 818,733 | $12.4M | 3.2% | Value | Low | Saratoga Springs, NY | 2026-10-13 | |
| 85,343 | $1.3M | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 82,615 | $1.2K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 74,464 | $1.1M | 0.4% | Yield | High | Arlington, VA | 2026-10-14 | |
| 53,132 | $802.8K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 50,972 | $770.2K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 50,022 | $755.8K | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 47,686 | $720.5K | 0.1% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 39,421 | $595.7K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 36,165 | $546 | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 31,729 | $479.4K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 28,054 | $424 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 13,668 | $206.5K | 0.1% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 11,749 | $177.5K | 0.0% | ETF | Very Low | Houston, TX | 2026-10-13 | |
| 10,122 | $152.9K | 0.2% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 3,126 | $47.2K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 2,224 | $33.6K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,110 | $16.8K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 1,050 | $15.9K | 0.0% | Core | Very Low | Brattleboro, VT | 2026-10-21 | |
| 750 | $11.3K | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 | |
| 707 | $10.7K | 0.0% | Core | Very Low | Moosic, PA | 2026-10-20 | |
| 175 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 158 | $2.4K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 93 | $1.4K | 0.0% | ETF | Low | Waltham, MA | 2026-10-16 | |
| 57 | $861 | 0.0% | ETF | Low | Concord, CA | 2026-10-21 |