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INV VK CA VALU (VCV) Institutional Ownership

INV VK CA VALU logo
$10.54 +0.08 (+0.76%)
As of 07/3/2025 03:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for INV VK CA VALU (NYSE:VCV)

Current
Institutional Ownership
Percentage
18.80%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$10.17M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$10.10M
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VCV Institutional Buying and Selling by Quarter

INV VK CA VALU Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025NewEdge Advisors LLC27,810$295K0.0%-29.2%0.058%
5/16/2025Advisors Asset Management Inc.632,132$6.71M0.1%+9.9%1.320%
5/15/2025Royal Bank of Canada40,112$426K0.0%-8.1%0.084%
5/15/2025Baird Financial Group Inc.17,630$187K0.0%-74.3%0.037%
5/9/2025Atria Wealth Solutions Inc.284,258$3.02M0.0%+11.3%0.594%
5/7/2025LPL Financial LLC140,907$1.50M0.0%+16.8%0.294%
4/28/2025D.A. Davidson & CO.44,892$476K0.0%+5.7%0.094%
4/17/2025Janney Montgomery Scott LLC34,220$363K0.0%+5.9%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.303,999$3.23M0.1%-14.4%0.000%
4/8/2025Myecfo LLC10,700$114K0.1%N/A0.000%
3/17/2025Wealth Enhancement Advisory Services LLC20,620$226K0.0%+5.1%0.000%
2/18/2025Western Wealth Management LLC34,636$379K0.1%+34.3%0.000%
2/17/2025Napa Wealth Management11,734$128K0.1%-8.9%0.000%
2/17/2025Cetera Investment Advisers24,779$271K0.0%-7.1%0.000%
2/17/2025Bank of America Corp DE185,398$2.03M0.0%+8.2%0.000%
2/17/2025Ameriprise Financial Inc.119,647$1.31M0.0%+212.3%0.000%
2/14/2025AQR Arbitrage LLC33,398$365K0.0%-84.4%0.000%
2/14/2025Stifel Financial Corp10,652$117K0.0%N/A0.000%
2/13/2025NewEdge Advisors LLC39,280$430K0.0%N/A0.000%
2/13/2025Guggenheim Capital LLC958,064$10.48M0.1%-12.8%0.000%
2/13/2025Walleye Capital LLC26,609$291K0.0%N/A0.000%
2/13/2025Raymond James Financial Inc.55,395$606K0.0%N/A0.000%
2/13/2025Envestnet Asset Management Inc.74,374$814K0.0%+78.9%0.000%
2/13/2025Wells Fargo & Company MN513,271$5.62M0.0%+15.9%0.000%
2/11/2025LPL Financial LLC120,617$1.32M0.0%+1.1%0.000%
2/10/2025Advisors Asset Management Inc.575,122$6.29M0.1%-1.2%0.000%
2/10/2025Commonwealth Equity Services LLC127,051$1.39M0.0%-2.8%0.000%
2/6/2025Raymond James Financial Inc.55,395$606K0.0%N/A0.000%
1/31/2025Atria Wealth Solutions Inc.255,413$2.79M0.0%+67.7%0.000%
1/31/2025D.A. Davidson & CO.42,465$465K0.0%+11.4%0.000%
1/31/2025Sanctuary Advisors LLC42,445$463K0.0%-13.5%0.000%
1/28/2025Pacific Wealth Strategies Group Inc.81,335$890K0.6%+3.2%0.000%
1/24/2025Clay Northam Wealth Management LLC23,600$258K0.2%-15.3%0.000%
1/15/2025Cypress Wealth Services LLC65,608$718K0.1%N/A0.000%
1/15/2025Hennion & Walsh Asset Management Inc.355,188$3.89M0.2%-4.3%0.000%
11/25/2024Sanctuary Advisors LLC49,073$507K0.0%+32.1%0.000%
11/13/2024D.A. Davidson & CO.38,115$415K0.0%-9.8%0.000%
11/8/2024Advisors Asset Management Inc.582,252$6.34M0.1%+6.3%0.000%
11/7/2024Napa Wealth Management12,884$140K0.1%N/A0.000%
10/25/2024SteelPeak Wealth LLC13,200$144K0.0%N/A0.000%
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10/23/2024Hennion & Walsh Asset Management Inc.371,004$4.04M0.2%-3.5%0.000%
10/22/2024International Assets Investment Management LLC22,869$249K0.0%+989.0%0.000%
9/5/2024Sanctuary Advisors LLC37,135$356K0.0%N/A0.000%
8/15/2024Logan Stone Capital LLC527,235$5.49M1.4%-41.4%0.000%
8/14/2024Evoke Wealth LLC45,000$469K0.6%-23.2%0.000%
8/12/2024Mercer Global Advisors Inc. ADV36,220$377K0.0%+138.6%0.000%
8/8/2024Vanguard Capital Wealth Advisors20,000$208K0.1%+42.9%0.000%
8/8/2024NINE MASTS CAPITAL Ltd31,971$333K0.1%-65.9%0.000%
8/5/2024Blue Bell Private Wealth Management LLC3,628$38K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC124,653$1.30M0.0%+40.8%0.000%
7/31/2024Rothschild Investment LLC3,232$34K0.0%N/A0.000%
7/22/2024Pacific Wealth Strategies Group Inc.79,295$826K0.7%+17.8%0.000%
7/22/2024Atria Wealth Solutions Inc.146,272$1.52M0.0%-2.5%0.000%
7/20/2024Hennion & Walsh Asset Management Inc.384,479$4.01M0.2%+10.0%0.000%
5/24/2024Cetera Advisors LLC17,352$173K0.0%N/A0.000%
5/20/2024Virtu Financial LLC20,304$202K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.414,664$4.13M0.1%+16.0%0.000%
5/14/2024Robinson Capital Management LLC302,776$2.91M1.0%-3.8%0.000%
5/14/2024RB Capital Management LLC11,123$111K0.0%-10.5%0.000%
5/2/2024Pacific Wealth Strategies Group Inc.67,320$671K0.6%+7.8%0.141%
4/30/2024Commonwealth Equity Services LLC88,524$882K0.0%+6.2%0.185%
4/17/2024Hennion & Walsh Asset Management Inc.349,547$3.48M0.2%-6.9%0.730%
4/16/2024Vanguard Capital Wealth Advisors14,000$139K0.1%+40.0%0.029%
2/22/2024Napa Wealth Management53,615$525K0.3%N/A0.112%
2/14/2024Vivaldi Capital Management LP43,217$419K0.1%-4.8%0.090%
2/13/2024Aristides Capital LLC20,884$205K0.1%N/A0.044%
2/12/2024Evoke Wealth LLC58,605$574K0.0%-45.8%0.122%
2/12/2024Weiss Asset Management LP21,565$211K0.0%N/A0.045%
2/8/2024Robinson Capital Management LLC314,661$3.09M1.1%+445.6%0.657%
2/5/2024Alpha Cubed Investments LLC10,550$103K0.0%-34.3%0.022%
2/2/2024Atria Wealth Solutions Inc.148,796$1.46M0.0%+37.9%0.311%
2/1/2024Wolverine Asset Management LLC44,686$438K0.0%+197.6%0.093%
2/1/2024Pacific Wealth Strategies Group Inc.62,470$612K0.6%+7.4%0.130%
1/31/2024Western Wealth Management LLC37,638$369K0.0%-14.3%0.079%
1/31/2024WestHill Financial Advisors Inc.11,925$117K0.0%N/A0.025%
1/25/2024International Assets Investment Management LLC20,580$2.10M0.0%N/A0.043%
1/24/2024International Assets Investment Management LLC20,580$2.10M0.0%N/A0.043%
1/23/2024TriaGen Wealth Management LLC10,300$101K0.0%N/A0.022%
11/16/2023RB Capital Management LLC12,289$104K0.0%-37.1%0.026%
11/15/2023Advisors Asset Management Inc.184,236$1.55M0.0%+19.1%0.385%
11/14/2023AQR Arbitrage LLC317,422$2.68M0.1%+46.5%0.663%
11/14/2023Saba Capital Management L.P.198,638$1.68M0.0%+25.9%0.415%
11/14/2023Robinson Capital Management LLC57,672$480K0.2%N/A0.120%
11/13/2023Wolverine Asset Management LLC15,015$127K0.0%N/A0.031%
11/9/2023UBS Group AG471,460$3.97M0.0%-10.2%0.984%
11/8/2023Fort Point Capital Partners LLC29,948$252K0.0%+104.9%0.063%
11/8/2023D.A. Davidson & CO.48,081$405K0.0%+11.9%0.100%
11/8/2023Janney Montgomery Scott LLC19,389$163K0.0%-23.6%0.040%
11/8/2023Atria Wealth Solutions Inc.107,910$910K0.0%+5.6%0.225%
11/6/2023Pacific Wealth Strategies Group Inc.58,190$491K0.5%-32.6%0.122%
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10/30/2023Beach Point Capital Management LP372,599$3.14M1.9%+15.1%0.778%
10/27/2023Hennion & Walsh Asset Management Inc.351,698$2.97M0.2%+22.3%0.734%
10/24/2023Raymond James & Associates43,416$366K0.0%+39.2%0.091%
10/24/2023Kingswood Wealth Advisors LLC11,297$95K0.0%N/A0.024%
8/14/2023Fort Point Capital Partners LLC14,614$140K0.0%N/A0.031%
8/14/2023Mirador Capital Partners LP11,773$113K0.0%-44.8%0.025%
8/14/2023First Foundation Advisors10,446$100K0.0%N/A0.022%
8/11/2023Karpus Management Inc.26,822$257K0.0%-3.9%0.056%
8/11/2023Landscape Capital Management L.L.C.29,401$282K0.0%+173.6%0.061%
8/11/2023Guggenheim Capital LLC879,494$8.43M0.1%+11.2%1.836%
(Data available from 1/1/2016 forward)

VCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of VCV shares?

During the previous two years, 59 institutional investors and hedge funds held shares of INV VK CA VALU. The most heavily invested institutionals were Guggenheim Capital LLC ($10.48M), Advisors Asset Management Inc. ($6.71M), Wells Fargo & Company MN ($5.62M), Logan Stone Capital LLC ($5.49M), Osaic Holdings Inc. ($4.33M), UBS Group AG ($3.97M), and Hennion & Walsh Asset Management Inc. ($3.23M).Learn more on INV VK CA VALU's institutional investors.

What percentage of INV VK CA VALU's stock is owned by institutional investors?

18.80% of INV VK CA VALU's stock is owned by institutional investors. Learn more on VCV's institutional investor holdings.

Which institutional investors have been buying INV VK CA VALU's stock?

Of the 46 institutional investors that purchased INV VK CA VALU's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Beach Point Capital Management LP ($372.60K), Robinson Capital Management LLC ($314.66K), Atria Wealth Solutions Inc. ($178.62K), Advisors Asset Management Inc. ($178.10K), Raymond James Financial Inc. ($110.79K), AQR Arbitrage LLC ($100.80K), and Hennion & Walsh Asset Management Inc. ($99.07K).

How much institutional buying is happening at INV VK CA VALU?

Institutional investors have bought a total of 941,204 shares in the last 24 months. This purchase volume represents approximately $10.17M in transactions.

Which of INV VK CA VALU's major shareholders have been selling company stock?

Of the 17 institutional investors that sold INV VK CA VALU's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Logan Stone Capital LLC ($372.28K), AQR Arbitrage LLC ($180.52K), Guggenheim Capital LLC ($140.97K), Hennion & Walsh Asset Management Inc. ($80.48K), NINE MASTS CAPITAL Ltd ($61.89K), Baird Financial Group Inc. ($50.97K), and Evoke Wealth LLC ($13.61K).

How much institutional selling is happening at INV VK CA VALU?

Institutional investors have sold a total of 948,374 shares in the last 24 months. This volume of shares sold represents approximately $10.10M in transactions.


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This page (NYSE:VCV) was last updated on 7/6/2025 by MarketBeat.com Staff
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