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Inv Vk Ca Valu (VCV) Institutional Ownership

Inv Vk Ca Valu logo
$10.25 -0.03 (-0.29%)
As of 09/4/2026 03:58 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)
32
Total
Institutional Inflows
(last 12 months)
$19.57M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.33M
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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
8/22/2026 NWF Advisory Services Inc.18,300$197K0.0%+5.8%0.037%
8/20/2026 Wedbush Securities Inc.70,801$764K0.0%+92.9%0.144%
8/18/2026 RB Capital Management LLC12,943$140K0.0%N/A0.026%
8/17/2026 Bank of America Corp DE177,619$1.92M0.0%N/A0.362%
8/15/2026 Western Wealth Management LLC44,908$485K0.0%N/A0.091%
8/13/2026 Sanctuary Advisors LLC60,649$654K0.0%N/A0.123%
8/11/2026 Clay Northam Wealth Management LLC29,211$315K0.2%N/A0.059%
8/7/2026 Argyle Capital Partners LLC40,364$436K0.3%N/A0.082%
7/9/2026 Hennion & Walsh Asset Management Inc.570,385$6.15M0.2%+21.0%1.161%
7/8/2026 Eclectic Associates Inc. ADV10,254$111K0.0%-22.3%0.021%
7/7/2026 Mirador Capital Partners LP29,280$316K0.0%+148.6%0.060%
6/18/2026 Western Wealth Management LLC44,519$465K0.0%N/A0.091%
5/19/2026 Western Wealth Management LLC44,519$465K0.0%N/A0.093%
5/19/2026 Bank of America Corp DE168,098$1.76M0.0%-2.2%0.351%
5/18/2026 Royal Bank of Canada34,335$359K0.0%+24.8%0.072%
5/6/2026 Independent Financial Group LLC11,784$123K0.0%N/A0.025%
5/4/2026 NWF Advisory Services Inc.17,300$181K0.0%+15.7%0.036%
4/30/2026 Kestra Advisory Services LLC25,704$268K0.0%+639.9%0.054%
3/3/2026 NWF Advisory Services Inc.14,950$166K0.0%N/A0.031%
2/18/2026 Argyle Capital Partners LLC46,364$516K0.4%+12.1%0.097%
2/17/2026 Guggenheim Capital LLC1,085,630$12.08M0.1%+25.9%2.267%
2/17/2026 Cetera Investment Advisers26,932$300K0.0%-8.0%0.056%
2/17/2026 Osaic Holdings Inc.99,131$1.10M0.0%+28.9%0.207%
2/17/2026 Royal Bank of Canada27,513$306K0.0%-28.9%0.057%
2/13/2026 Kestra Advisory Services LLC3,474$39K0.0%N/A0.007%
2/13/2026 Wells Fargo & Company MN622,806$6.93M0.0%+0.5%1.300%
2/12/2026 Advisors Asset Management Inc.1,150,260$12.80M0.2%+42.8%2.402%
2/12/2026 Jane Street Group LLC27,113$302K0.0%N/A0.057%
2/12/2026 Commonwealth Equity Services LLC131,906$1.47M0.0%+8.9%0.275%
2/12/2026 Wedbush Securities Inc.18,051$201K0.0%N/A0.038%
2/11/2026 LPL Financial LLC326,046$3.63M0.0%-17.1%0.681%
2/6/2026 Evoke Wealth LLC60,120$669K0.0%+12.4%0.126%
2/5/2026 Mission Wealth Management LP16,434$183K0.0%N/A0.034%
2/3/2026 Eclectic Associates Inc. ADV12,434$138K0.0%N/A0.026%
1/29/2026 D.A. Davidson & CO.71,316$794K0.0%-5.3%0.149%
1/29/2026 UBS Group AG277,270$3.09M0.0%+6.1%0.579%
1/29/2026 Sanctuary Advisors LLC55,684$620K0.0%+3.5%0.116%
1/29/2026 Kercheville Advisors LLC13,000$144K0.0%-18.8%0.027%
1/21/2026 ProCore Advisors LLC36,574$407K0.4%N/A0.076%
1/20/2026 SteelPeak Wealth LLC15,800$176K0.0%N/A0.033%
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1/16/2026 Vanguard Capital Wealth Advisors30,000$334K0.3%+50.0%0.063%
1/14/2026 Hennion & Walsh Asset Management Inc.435,360$4.85M0.2%+9.3%0.909%
1/14/2026 Cypress Wealth Services LLC69,197$770K0.1%+1.8%0.144%
11/17/2025 Bank of America Corp DE200,386$2.12M0.0%+14.8%0.418%
11/17/2025 Argyle Capital Partners LLC41,364$438K0.3%+93.6%0.086%
11/17/2025 Ameriprise Financial Inc.62,149$658K0.0%-11.6%0.130%
11/14/2025 Creative Planning21,668$229K0.0%N/A0.045%
11/13/2025 UBS Group AG261,344$2.77M0.0%-4.0%0.546%
11/12/2025 US Bancorp DE9,590$102K0.0%N/A0.020%
11/6/2025 Savvy Advisors Inc.17,030$180K0.0%N/A0.036%
11/6/2025 Advisors Asset Management Inc.805,715$8.53M0.1%+16.5%1.682%
11/5/2025 Envestnet Asset Management Inc.24,899$264K0.0%-19.9%0.052%
10/22/2025 Hennion & Walsh Asset Management Inc.398,429$4.22M0.2%+17.4%0.832%
10/22/2025 D.A. Davidson & CO.75,277$797K0.0%+77.3%0.157%
10/21/2025 Clay Northam Wealth Management LLC28,791$305K0.2%-4.5%0.060%
10/15/2025 Cypress Wealth Services LLC68,002$720K0.1%+1.9%0.142%
10/3/2025 HCR Wealth Advisors10,000$105K0.0%N/A0.021%
9/9/2025 NWF Advisory Services Inc.12,800$133K0.0%N/A0.027%
9/4/2025 Osaic Holdings Inc.40,265$418K0.0%+3.1%0.084%
8/15/2025 Bank of America Corp DE174,510$1.81M0.0%-2.1%0.364%
8/15/2025 Ameriprise Financial Inc.70,276$729K0.0%-47.8%0.147%
8/13/2025 Guggenheim Capital LLC762,801$7.91M0.1%-7.6%1.593%
8/12/2025 Advisors Asset Management Inc.691,321$7.17M0.1%+9.4%1.444%
8/5/2025 Pacific Wealth Strategies Group Inc.66,683$667K0.4%-17.8%0.139%
8/1/2025 Envestnet Asset Management Inc.31,083$322K0.0%+3.6%0.065%
7/30/2025 D.A. Davidson & CO.42,465$440K0.0%-5.4%0.089%
7/17/2025 Janney Montgomery Scott LLC32,167$334K0.0%-6.0%0.067%
7/17/2025 Sound Income Strategies LLC4,784$50K0.0%N/A0.010%
7/17/2025 Clay Northam Wealth Management LLC30,147$313K0.2%+33.4%0.063%
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%
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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%


VCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of Inv Vk Ca Valu. The most heavily invested institutionals were Advisors Asset Management Inc. ($12.80M), Guggenheim Capital LLC ($12.08M), Wells Fargo & Company MN ($6.93M), Hennion & Walsh Asset Management Inc. ($6.15M), LPL Financial LLC ($3.63M), UBS Group AG ($3.09M), and Atria Wealth Solutions Inc. ($3.02M).Learn more on Inv Vk Ca Valu's institutional investors.

18.80% of Inv Vk Ca Valu's stock is owned by institutional investors. Learn more on VCV's institutional investor holdings.

Of the 47 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: Advisors Asset Management Inc. ($609.51K), Guggenheim Capital LLC ($223.66K), Bank of America Corp DE ($217.47K), Hennion & Walsh Asset Management Inc. ($195.02K), Western Wealth Management LLC ($142.80K), Atria Wealth Solutions Inc. ($131.97K), and Sanctuary Advisors LLC ($111.60K).

Institutional investors have bought a total of 1,800,828 shares in the last 24 months. This purchase volume represents approximately $19.57M in transactions.

Of the 11 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: LPL Financial LLC ($67.29K), Royal Bank of Canada ($11.17K), UBS Group AG ($10.81K), Ameriprise Financial Inc. ($8.13K), Envestnet Asset Management Inc. ($6.18K), D.A. Davidson & CO. ($3.96K), and Bank of America Corp DE ($3.72K).

Institutional investors have sold a total of 120,919 shares in the last 24 months. This volume of shares sold represents approximately $1.33M in transactions.


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Institutional ownership data for NYSE:VCV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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