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Inv Vk Ca Valu (VCV) Institutional Ownership

Inv Vk Ca Valu logo
$8.95 +0.12 (+1.36%)
Closing price 03:59 PM Eastern
Extended Trading
$8.94 -0.01 (-0.11%)
As of 04:10 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)
$19.36M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.48M
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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
10/9/2026Mirador Capital Partners LP11,780$106K0.0%-59.8%0.024%
9/9/2026Integrated Wealth Concepts LLC3,785$41K0.0%N/A0.008%
8/22/2026NWF Advisory Services Inc.18,300$197K0.0%+5.8%0.037%
8/20/2026Wedbush Securities Inc.70,801$764K0.0%+92.9%0.144%
8/18/2026RB Capital Management LLC12,943$140K0.0%N/A0.026%
8/17/2026Bank of America Corp DE177,619$1.92M0.0%N/A0.362%
8/15/2026Western Wealth Management LLC44,908$485K0.0%N/A0.091%
8/13/2026Sanctuary Advisors LLC60,649$654K0.0%N/A0.123%
8/11/2026Clay Northam Wealth Management LLC29,211$315K0.2%N/A0.059%
8/7/2026Argyle Capital Partners LLC40,364$436K0.3%N/A0.082%
7/9/2026Hennion & Walsh Asset Management Inc.570,385$6.15M0.2%+21.0%1.161%
7/8/2026Eclectic Associates Inc. ADV10,254$111K0.0%-22.3%0.021%
7/7/2026Mirador Capital Partners LP29,280$316K0.0%+148.6%0.060%
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%
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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%
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%
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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%


VCV Institutional Ownership - Frequently Asked Questions

During the previous two years, 52 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 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), 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 Raymond James Financial Inc. ($110.79K).

Institutional investors have bought a total of 1,780,554 shares in the last 24 months. This purchase volume represents approximately $19.36M in transactions.

Of the 12 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), Mirador Capital Partners LP ($17.50K), Royal Bank of Canada ($11.17K), UBS Group AG ($10.81K), Ameriprise Financial Inc. ($8.13K), Envestnet Asset Management Inc. ($6.18K), and D.A. Davidson & CO. ($3.96K).

Institutional investors have sold a total of 138,419 shares in the last 24 months. This volume of shares sold represents approximately $1.48M in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
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