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Funds Holding VPN

On this page, we present all of the funds holding VPN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VPN, with a link to that fund's top holdings. The next columns indicate the amount of VPN stock held by each of the funds holding VPN, followed by the VPN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 30 funds holding VPN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by New York Life Investment Management LLC. For more details on the positions held by New York Life Investment Management LLC (or by any of the other funds holding VPN), click the fund name in the "Holder" column of the funds-holding-VPN table below.

HolderAmountPosition Size
($ in 1000's)
 As of
New York Life Investment Management LLC532,710$7,810 12/31/2023
     VPN532,710$7,810 12/31/2023
Hedeker Wealth LLC388,192$6,036 03/31/2024
     VPN388,192$6,036 03/31/2024
Bbjs Financial Advisors LLC276,558$4,054 12/31/2023
     VPN276,558$4,054 12/31/2023
Mirae Asset Global Investments Co. Ltd.271,740$3,984 12/31/2023
     VPN271,740$3,984 12/31/2023
Sonoma Private Wealth LLC70,390$1,032 12/31/2023
     VPN70,390$1,032 12/31/2023
Phoenix Wealth Advisors53,496$832 03/31/2024
     VPN53,496$832 03/31/2024
Altfest L J & Co. Inc.50,033$778 03/31/2024
     VPN50,033$778 03/31/2024
Dynamic Advisor Solutions LLC40,452$629 03/31/2024
     VPN40,452$629 03/31/2024
Bank of America Corp DE38,858$570 12/31/2023
     VPN38,858$570 12/31/2023
IHT Wealth Management LLC37,797$554 12/31/2023
     VPN37,797$554 12/31/2023
Advisor Group Holdings Inc.36,904$541 12/31/2023
     VPN36,904$541 12/31/2023
LPL Financial LLC35,787$525 12/31/2023
     VPN35,787$525 12/31/2023
Capasso Planning Partners LLC26,395$410 03/31/2024
     VPN26,395$410 03/31/2024
Condor Capital Management25,522$374 12/31/2023
     VPN25,522$374 12/31/2023
Creative Planning24,792$363 12/31/2023
     VPN24,792$363 12/31/2023
Royal Bank of Canada15,956$234 12/31/2023
     VPN15,956$234 12/31/2023
Jacobi Capital Management LLC10,101$148 12/31/2023
     VPN10,101$148 12/31/2023
Lazard Asset Management LLC4,000$58 12/31/2023
     VPN4,000$58 12/31/2023
UBS Group AG2,105$31 12/31/2023
     VPN2,105$31 12/31/2023
Richard W. Paul & Associates LLC1,398$20 12/31/2023
     VPN1,398$20 12/31/2023
Bank of Montreal Can1,023$15 12/31/2023
     VPN1,023$15 12/31/2023
Advisory Services Network LLC787$12 12/31/2023
     VPN787$12 12/31/2023
Aspire Private Capital LLC308$5 03/31/2024
     VPN308$5 03/31/2024
Marquette Asset Management LLC255$4 12/31/2023
     VPN255$4 12/31/2023
Covestor Ltd158$2 12/31/2023
     VPN158$2 12/31/2023
Carmichael Hill & Associates Inc.65$1 03/31/2024
     VPN65$1 03/31/2024
Morgan Stanley52$1 12/31/2023
     VPN52$1 12/31/2023
Van Den Berg Management I Inc.100$1 12/31/2023
     VPN100$1 12/31/2023
Tradewinds Capital Management LLC21$0 03/31/2024
     VPN21$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     VPN0$0 12/31/2023
Compagnie Lombard Odier SCmA0$0 12/31/2023
     VPN0$0 12/31/2023

See Summary: Institutional Holders of VPN
See Details: Top 10 Hedge Funds Holding VPN
Also See: VPN Holdings Changes

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