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INV VK HI INC2 (VLT) Institutional Ownership

INV VK HI INC2 logo
$10.31 0.00 (0.00%)
Closing price 07/20/2026 03:49 PM Eastern
Extended Trading
$10.31 0.00 (0.00%)
As of 07:00 AM 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.
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Institutional Ownership Changes (13F Filings) for INV VK HI INC2 (NYSE:VLT)

Current
Institutional Ownership
Percentage
21.63%
Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$1.46M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.23M
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VLT Institutional Buying and Selling by Quarter

INV VK HI INC2 Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Mallini Complete Financial Planning LLC24,894$259K0.2%+25.6%0.382%
6/3/2026NewEdge Advisors LLC44,788$452K0.0%-4.1%0.689%
5/13/2026Cetera Investment Advisers28,191$285K0.0%+83.2%0.434%
2/18/2026NewEdge Advisors LLC46,688$522K0.0%-3.1%0.718%
2/11/2026Fiera Capital Corp110,547$1.24M0.0%+92.0%1.701%
1/26/2026 Shaker Financial Services LLC50,276$562K0.2%-55.2%0.773%
1/13/2026 CoreCap Advisors LLC11,668$130K0.0%+1,676.0%0.180%
11/17/2025Ameriprise Financial Inc.30,516$342K0.0%N/A0.469%
11/7/2025Fiera Capital Corp57,564$646K0.0%+36.5%0.886%
11/5/2025Envestnet Asset Management Inc.73,455$824K0.0%+2.8%1.130%
10/23/2025Park Avenue Securities LLC62,124$697K0.0%-4.3%0.956%
10/22/2025 Shaker Financial Services LLC112,225$1.26M0.4%-19.9%1.727%
8/14/2025NewEdge Advisors LLC47,888$524K0.0%-4.2%0.737%
8/6/2025Atlantic Union Bankshares Corp2,362$26K0.0%N/A0.036%
8/5/2025 Shaker Financial Services LLC140,102$1.53M0.5%-6.5%2.155%
8/1/2025Envestnet Asset Management Inc.71,486$782K0.0%-2.9%1.100%
7/14/2025Park Avenue Securities LLC64,926$710K0.0%N/A0.999%
7/10/2025 Wealth Enhancement Advisory Services LLC10,938$121K0.0%N/A0.168%
5/13/2025Sit Investment Associates Inc.16,465$174K0.0%-84.7%0.253%
5/12/2025Wolverine Asset Management LLC18,446$195K0.0%N/A0.284%
5/9/2025Shaker Financial Services LLC149,862$1.59M0.6%+126.9%2.306%
4/29/2025Envestnet Asset Management Inc.73,616$780K0.0%+1.8%1.133%
2/14/2025Shaker Financial Services LLC66,039$724K0.3%-24.2%0.000%
2/13/2025NewEdge Advisors LLC50,300$551K0.0%-5.5%0.000%
2/13/2025Guggenheim Capital LLC40,224$441K0.0%-12.5%0.000%
2/13/2025Envestnet Asset Management Inc.72,341$793K0.0%+2.3%0.000%
2/13/2025Sit Investment Associates Inc.107,502$1.18M0.0%-21.5%0.000%
2/13/2025Wells Fargo & Company MN15,684$172K0.0%-12.1%0.000%
1/17/2025Melfa Wealth Management Inc.75,000$822K0.5%-3.9%0.000%
1/14/2025Park Avenue Securities LLC66,871$733K0.0%+6.6%0.000%
11/1/2024Fiera Capital Corp45,700$527K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC87,155$1.00M0.4%-33.1%0.000%
10/3/2024Park Avenue Securities LLC62,711$723K0.0%-4.7%0.000%
8/3/2024Shaker Financial Services LLC130,324$1.38M0.6%-11.8%0.000%
7/9/2024Park Avenue Securities LLC65,776$695K0.0%-2.4%0.000%
4/10/2024Park Avenue Securities LLC67,370$723K0.0%+4.0%1.037%
2/7/2024Shaker Financial Services LLC136,396$1.42M0.6%+40.8%2.098%
2/1/2024Wolverine Asset Management LLC25,202$262K0.0%+395.5%0.388%
11/13/2023Wolverine Asset Management LLC5,086$51K0.0%N/A0.078%
11/2/2023Shaker Financial Services LLC96,842$963K0.4%-9.2%1.490%
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10/30/2023Melfa Wealth Management LLC71,408$710K0.7%-4.8%1.099%
10/26/2023Park Avenue Securities LLC65,989$656K0.0%-3.6%1.015%
8/11/2023Guggenheim Capital LLC113,784$1.20M0.0%+15.6%1.751%
8/10/2023Sit Investment Associates Inc.328,723$3.45M0.1%-3.9%5.057%
8/7/2023Shaker Financial Services LLC106,664$1.12M0.5%+13.1%1.641%
7/31/2023Integrated Capital Management Inc.13,197$139K0.1%-27.8%0.203%
7/28/2023Sterling Financial Planning Inc.7,451$202K0.1%N/A0.115%
7/14/2023Park Avenue Securities LLC68,446$719K0.0%-4.8%1.053%
5/11/2023Guggenheim Capital LLC98,459$1.03M0.0%+13.3%1.515%
5/8/2023Shaker Financial Services LLC94,343$991K0.4%-13.6%1.451%
4/26/2023Integrated Capital Management Inc.18,287$161K0.1%+42.7%0.281%
4/20/2023Melfa Wealth Management LLC75,266$790K0.8%+21.1%1.158%
4/18/2023Park Avenue Securities LLC71,860$755K0.0%-8.2%1.106%
2/10/2023RPO LLC19,180$197K0.1%N/A0.295%
2/10/2023Sit Investment Associates Inc.363,445$3.73M0.1%-3.0%5.591%
2/8/2023Fiera Capital Corp49,884$512K0.0%+5.7%0.767%
2/7/2023Envestnet Asset Management Inc.84,395$866K0.0%+1.1%1.298%
2/3/2023Shaker Financial Services LLC109,164$1.12M0.5%-0.9%1.679%
2/1/2023Wolverine Asset Management LLC18,976$195K0.0%-5.5%0.292%
1/31/2023Melfa Wealth Management LLC62,169$638K0.7%N/A0.956%
11/14/2022Guggenheim Capital LLC77,693$759K0.0%+49.1%1.196%
11/10/2022Wolverine Asset Management LLC20,078$196K0.0%-76.2%0.309%
11/9/2022Shaker Financial Services LLC110,179$1.08M0.5%-1.0%1.695%
11/1/2022Park Avenue Securities LLC78,916$771K0.0%-3.7%1.214%
8/13/2022NewEdge Advisors LLC73,600$769K0.0%+4.4%1.132%
8/11/2022Sit Investment Associates Inc.349,300$3.65M0.1%+18.8%5.376%
8/10/2022Fiera Capital Corp47,311$494K0.0%+25.7%0.728%
8/3/2022Envestnet Asset Management Inc.84,375$882K0.0%+4.8%1.298%
8/3/2022Wolverine Asset Management LLC84,452$882K0.0%+80.9%1.299%
8/2/2022Baystate Wealth Management LLC5,326$56K0.0%N/A0.082%
8/1/2022Shaker Financial Services LLC111,322$1.16M0.6%+13.1%1.713%
7/27/2022Park Avenue Securities LLC81,929$856K0.0%+4.5%1.260%
7/19/2022Integrated Capital Management Inc.13,654$142K0.1%+9.0%0.210%
5/12/2022Sit Investment Associates Inc.294,100$3.63M0.1%-3.5%4.532%
5/9/2022Fiera Capital Corp37,635$465K0.0%+31.1%0.579%
5/6/2022Shaker Financial Services LLC98,394$1.22M0.5%+11.9%1.516%
5/4/2022Wolverine Asset Management LLC46,688$576K0.0%N/A0.719%
5/4/2022Envestnet Asset Management Inc.80,544$995K0.0%+7.9%1.241%
4/29/2022Park Avenue Securities LLC78,412$968K0.0%+7.8%1.207%


VLT Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 institutional investors and hedge funds held shares of INV VK HI INC2. The most heavily invested institutionals were Fiera Capital Corp ($1.24M), Envestnet Asset Management Inc. ($824K), Melfa Wealth Management Inc. ($822K), Park Avenue Securities LLC ($697K), Shaker Financial Services LLC ($562K), NewEdge Advisors LLC ($452K), and Guggenheim Capital LLC ($441K).Learn more on INV VK HI INC2's institutional investors.

21.63% of INV VK HI INC2's stock is owned by institutional investors. Learn more on VLT's institutional investor holdings.

Of the 11 institutional investors that purchased INV VK HI INC2's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fiera Capital Corp ($114.08K), Shaker Financial Services LLC ($83.82K), Park Avenue Securities LLC ($69.09K), Ameriprise Financial Inc. ($30.52K), Wolverine Asset Management LLC ($18.45K), Cetera Investment Advisers ($12.80K), and CoreCap Advisors LLC ($11.01K).

Institutional investors have bought a total of 132,121 shares in the last 24 months. This purchase volume represents approximately $1.46M in transactions.

The following institutional investors have sold INV VK HI INC2 stock in the last 24 months: Shaker Financial Services LLC ($99.59K), NewEdge Advisors LLC ($5.51K), Park Avenue Securities LLC ($2.80K), and Envestnet Asset Management Inc. ($2.13K).

Institutional investors have sold a total of 110,030 shares in the last 24 months. This volume of shares sold represents approximately $1.23M in transactions.


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This page (NYSE:VLT) was last updated on 7/21/2026 by MarketBeat.com Staff.
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