CUSIP: 92840R101 | US | Financial Services · Asset Management | Small Cap | 353 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 |
|---|---|---|---|---|---|
| 13D/ASaba Capital Management, L.P. | 1,961,367 | 2.8% | −8,255,336 | Oct 12, 2026 | 10,216,703 sh (Jun 30, 2026) |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,652,987 | $24.9M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 313,719 | $4.7M | 0.4% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 281,424 | $4.2M | 0.5% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 176,109 | $2.7M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 128,762 | $1.9K | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 125,570 | $1.9M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 105,384 | $1.6M | 0.1% | ETF | Medium | Chicago, IL | 2026-11-03 | |
| 95,834 | $1.4M | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 77,827 | $1.2M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 71,957 | $1.1M | 0.2% | ETF | Low | Jericho, NY | 2026-10-16 | |
| 56,360 | $848 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 51,589 | $776.4K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 49,451 | $744.2K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 46,713 | $670.8K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 45,980 | $692.0K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 39,353 | $592.3K | 0.3% | ETF | Very Low | St. Cloud, MN | 2026-10-22 | |
| 37,813 | $569 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 36,035 | $542.3K | 0.0% | ETF | Very Low | Parsippany, NJ | 2026-10-13 | |
| 35,019 | $527.0K | 0.0% | ETF | Low | Houston, TX | 2026-10-08 | |
| 32,270 | $471.8K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 | |
| 32,270 | $471.8K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 | |
| 27,990 | $421.3K | 0.0% | Core | Low | Sylvania, OH | 2026-10-07 | |
| 27,331 | $411.3K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 20,000 | $301.0K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 18,469 | $269 | 0.0% | ETF | High | Portland, OR | 2026-11-03 | |
| 18,183 | $273.7K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 17,425 | $262.2K | 0.0% | ETF | Medium | Rochester, NY | 2026-10-26 | |
| 17,276 | $260.0K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 15,316 | $230.5K | 0.0% | Core | Very Low | Shelton, CT | 2026-10-21 | |
| 13,902 | $209.2K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 13,413 | $201.9K | 0.1% | Growth | Medium | Denver, CO | 2026-10-16 | |
| 10,268 | $154.5K | 0.0% | ETF | Medium | Littleton, CO | 2026-10-29 | |
| 10,000 | $150.5K | 0.0% | Core | Low | Savannah, GA | 2026-10-16 | |
| 7,367 | $110.9K | 0.1% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 4,474 | $67.3K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 4,141 | $62.3K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 3,888 | $58.5K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 2,600 | $39.1K | 0.0% | Value | Medium | Annapolis, MD | 2026-10-29 | |
| 1,800 | $27.1K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 1,700 | $25.6K | 0.0% | N/A | N/A | Tucson, AZ | 2026-11-04 | |
| 1,082 | $16.3K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 1,000 | $15 | 0.0% | ETF | Low | Lake Forest, IL | 2026-10-23 | |
| 897 | $13.5K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 848 | $12.8K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 556 | $8.4K | 0.0% | Core | Very Low | Beatrice, NE | 2026-10-21 | |
| 56 | $843 | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 |