Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free VCV Stock Alerts

Inv Vk Ca Valu (VCV) Institutional Ownership

Inv Vk Ca Valu logo
$10.80 +0.02 (+0.14%)
Closing price 07/2/2026 03:57 PM Eastern
Extended Trading
$10.80 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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)
$14.76M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.84M
Get VCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Inv Vk Ca Valu stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

VCV Institutional Buying and Selling by Quarter

Inv Vk Ca Valu Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC44,519$465K0.0%N/A0.091%
5/19/2026Western Wealth Management LLC44,519$465K0.0%N/A0.093%
5/19/2026Bank of America Corp DE168,098$1.76M0.0%-2.2%0.351%
5/18/2026Royal Bank of Canada34,335$359K0.0%+24.8%0.072%
5/6/2026Independent Financial Group LLC11,784$123K0.0%N/A0.025%
5/4/2026NWF Advisory Services Inc.17,300$181K0.0%+15.7%0.036%
4/30/2026Kestra Advisory Services LLC25,704$268K0.0%+639.9%0.054%
3/3/2026NWF Advisory Services Inc.14,950$166K0.0%N/A0.031%
2/18/2026Argyle Capital Partners LLC46,364$516K0.4%+12.1%0.097%
2/17/2026Guggenheim Capital LLC1,085,630$12.08M0.1%+25.9%2.267%
2/17/2026Cetera Investment Advisers26,932$300K0.0%-8.0%0.056%
2/17/2026Osaic Holdings Inc.99,131$1.10M0.0%+28.9%0.207%
2/17/2026Royal Bank of Canada27,513$306K0.0%-28.9%0.057%
2/13/2026Kestra Advisory Services LLC3,474$39K0.0%N/A0.007%
2/13/2026Wells Fargo & Company MN622,806$6.93M0.0%+0.5%1.300%
2/12/2026Advisors Asset Management Inc.1,150,260$12.80M0.2%+42.8%2.402%
2/12/2026Jane Street Group LLC27,113$302K0.0%N/A0.057%
2/12/2026Commonwealth Equity Services LLC131,906$1.47M0.0%+8.9%0.275%
2/12/2026Wedbush Securities Inc.18,051$201K0.0%N/A0.038%
2/11/2026LPL Financial LLC326,046$3.63M0.0%-17.1%0.681%
2/6/2026Evoke Wealth LLC60,120$669K0.0%+12.4%0.126%
2/5/2026Mission Wealth Management LP16,434$183K0.0%N/A0.034%
2/3/2026Eclectic Associates Inc. ADV12,434$138K0.0%N/A0.026%
1/29/2026D.A. Davidson & CO.71,316$794K0.0%-5.3%0.149%
1/29/2026UBS Group AG277,270$3.09M0.0%+6.1%0.579%
1/29/2026Sanctuary Advisors LLC55,684$620K0.0%+3.5%0.116%
1/29/2026Kercheville Advisors LLC13,000$144K0.0%-18.8%0.027%
1/21/2026ProCore Advisors LLC36,574$407K0.4%N/A0.076%
1/20/2026SteelPeak Wealth LLC15,800$176K0.0%N/A0.033%
1/16/2026Vanguard Capital Wealth Advisors30,000$334K0.3%+50.0%0.063%
1/14/2026Hennion & Walsh Asset Management Inc.435,360$4.85M0.2%+9.3%0.909%
1/14/2026Cypress Wealth Services LLC69,197$770K0.1%+1.8%0.144%
11/17/2025Bank of America Corp DE200,386$2.12M0.0%+14.8%0.418%
11/17/2025Argyle Capital Partners LLC41,364$438K0.3%+93.6%0.086%
11/17/2025Ameriprise Financial Inc.62,149$658K0.0%-11.6%0.130%
11/14/2025Creative Planning21,668$229K0.0%N/A0.045%
11/13/2025UBS Group AG261,344$2.77M0.0%-4.0%0.546%
11/12/2025US Bancorp DE9,590$102K0.0%N/A0.020%
11/6/2025Savvy Advisors Inc.17,030$180K0.0%N/A0.036%
11/6/2025Advisors Asset Management Inc.805,715$8.53M0.1%+16.5%1.682%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
11/5/2025Envestnet Asset Management Inc.24,899$264K0.0%-19.9%0.052%
10/22/2025Hennion & Walsh Asset Management Inc.398,429$4.22M0.2%+17.4%0.832%
10/22/2025D.A. Davidson & CO.75,277$797K0.0%+77.3%0.157%
10/21/2025Clay Northam Wealth Management LLC28,791$305K0.2%-4.5%0.060%
10/15/2025Cypress Wealth Services LLC68,002$720K0.1%+1.9%0.142%
10/3/2025HCR Wealth Advisors10,000$105K0.0%N/A0.021%
9/9/2025NWF Advisory Services Inc.12,800$133K0.0%N/A0.027%
9/4/2025Osaic Holdings Inc.40,265$418K0.0%+3.1%0.084%
8/15/2025Bank of America Corp DE174,510$1.81M0.0%-2.1%0.364%
8/15/2025Ameriprise Financial Inc.70,276$729K0.0%-47.8%0.147%
8/13/2025Guggenheim Capital LLC762,801$7.91M0.1%-7.6%1.593%
8/12/2025Advisors Asset Management Inc.691,321$7.17M0.1%+9.4%1.444%
8/5/2025Pacific Wealth Strategies Group Inc.66,683$667K0.4%-17.8%0.139%
8/1/2025Envestnet Asset Management Inc.31,083$322K0.0%+3.6%0.065%
7/30/2025D.A. Davidson & CO.42,465$440K0.0%-5.4%0.089%
7/17/2025Janney Montgomery Scott LLC32,167$334K0.0%-6.0%0.067%
7/17/2025Sound Income Strategies LLC4,784$50K0.0%N/A0.010%
7/17/2025Clay 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%
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%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
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%
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%


VCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 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), Logan Stone Capital LLC ($5.49M), Hennion & Walsh Asset Management Inc. ($4.85M), LPL Financial LLC ($3.63M), and UBS Group AG ($3.09M).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 48 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), Atria Wealth Solutions Inc. ($131.97K), Hennion & Walsh Asset Management Inc. ($130.87K), Raymond James Financial Inc. ($110.79K), Western Wealth Management LLC ($97.89K), and Ameriprise Financial Inc. ($81.34K).

Institutional investors have bought a total of 1,357,234 shares in the last 24 months. This purchase volume represents approximately $14.76M in transactions.

Of the 13 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: Ameriprise Financial Inc. ($72.47K), LPL Financial LLC ($67.29K), Guggenheim Capital LLC ($62.91K), Pacific Wealth Strategies Group Inc. ($14.44K), Royal Bank of Canada ($11.17K), UBS Group AG ($10.81K), and Bank of America Corp DE ($7.43K).

Institutional investors have sold a total of 267,858 shares in the last 24 months. This volume of shares sold represents approximately $2.84M in transactions.


Related Companies

This page (NYSE:VCV) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel