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Institutional Holdings
VHCOwnership Summary
Institutions Holding
5
Total Shares Held
142,541
Total Value Held
$1,810,823
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
3
142,497 shares
Held Positions
1
44 shares
New Positions
0
0 shares
Sold Out Positions
1
202 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 99,271 | $1,260,742 | ▼ -869 | 0.01% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 43,214 | $549,370 | ▼ -4,719 | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 44 | $559 | Unchanged | 0.00% | 2026-06-30 |
| BNP PARIBAS FINANCIAL MARKETS | 12 | $152 | ▼ -1 | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 |