CUSIP: 92912J102 | US | Financial Services · Asset Management | Micro Cap | 144 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. | 0 | 0.0% | Fell below 5% | Oct 16, 2026 | 1,618,753 sh (Jun 30, 2026) |
| 13G/ARaymond James & Associates | 109,778 | 0.0% | −489,163 | Sep 30, 2026 | 171,016 sh (Sep 30, 2024) |
| 13GMorgan Stanley | 556,842 | 5.2% | New 5%+ stake | Jun 30, 2026 | No 13F filer matched |
| 13G/AThe Charger Corporation | 472,626 | 4.4% | Newly reported | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 661,356 | $5.9M | 0.5% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 303,062 | $2.7M | 0.9% | Yield | High | Arlington, VA | 2026-10-14 | |
| 110,750 | $984.6K | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 81,309 | $722.8K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 28,570 | $254.0K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 27,817 | $247.3K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 23,258 | $206.8K | 0.2% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 15,702 | $139.6K | 0.1% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 15,551 | $138.2K | 0.0% | ETF | Low | Bethesda, MD | 2026-10-29 | |
| 10,551 | $93.8K | 0.0% | Value | Medium | Beverly Hills, CA | 2026-11-04 | |
| 1,400 | $12.4K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 400 | $3.6K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 335 | $3.0K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 320 | $2.8K | 0.0% | ETF | Low | Mcdonough, GA | 2026-10-13 |