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This page summarizes the VSMV holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether VSMV is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing VSMV Share Count |
|---|
| Susquehanna International Group LLP |
7,383 |
29,909 |
+22,526 |
+305.11% |
| Sovereign Financial Group Inc. |
12,721 |
21,820 |
+9,099 |
+71.53% |
| Great Valley Advisor Group Inc. |
177,438 |
292,780 |
+115,342 |
+65.00% |
| LPL Financial LLC |
68,632 |
70,282 |
+1,650 |
+2.40% |
| Tower Wealth Partners Inc. |
391,809 |
396,486 |
+4,677 |
+1.19% |
| Atria Wealth Solutions Inc. |
8,692 |
8,716 |
+24 |
+0.28% |
| One Degree Advisors Inc |
17,640 |
17,657 |
+17 |
+0.10% |
| LexAurum Advisors LLC |
14,428 |
14,434 |
+6 |
+0.04% |
| 13F Filers Reporting New Positions In VSMV |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| 13F Filers With Unchanged Share Count |
|---|
| Envestnet Asset Management Inc. |
7,376 |
7,376 |
UNCH |
0.00% |
| 13F Filers Decreasing VSMV Share Count |
|---|
| UBS Group AG |
3,707 |
117 |
-3,590 |
-96.84% |
| Trilogy Capital Inc. |
75,046 |
59,426 |
-15,620 |
-20.81% |
| Raymond James & Associates |
15,482 |
13,106 |
-2,376 |
-15.35% |
| Victory Capital Management Inc. |
1,193,367 |
1,036,367 |
-157,000 |
-13.16% |
| Advisor Group Holdings Inc. |
21,250 |
18,650 |
-2,600 |
-12.24% |
| Lindenwold Advisors |
5,786 |
5,188 |
-598 |
-10.34% |
| Raymond James Financial Services Advisors Inc. |
32,756 |
30,146 |
-2,610 |
-7.97% |
| Private Advisor Group LLC |
9,847 |
9,602 |
-245 |
-2.49% |
| Truist Financial Corp |
6,443 |
6,349 |
-94 |
-1.46% |
| 13F Filers Exiting VSMV |
|---|
| Sykon Capital LLC |
263,772 |
0 |
-263,772 |
-100.00% |
See Summary: Institutional Holders of VSMV
See Details: Top 10 Hedge Funds Holding VSMV
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