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Institutional Holdings
VXRTOwnership Summary
Institutions Holding
6
Total Shares Held
64,675
Total Value Held
$24,018
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
3
54,670 shares
New Positions
1
10,005 shares
Sold Out Positions
2
2,040 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Heritage Wealth Advisors | 29,655 | $17,941 | Unchanged | 0.00% | 2026-06-30 |
| KINGSWOOD WEALTH ADVISORS, LLC | 10,005 | $6,053 | New position | 0.00% | 2026-06-30 |
| LVM CAPITAL MANAGEMENT LTD/MI | 25,000 | $15 | Unchanged | 0.00% | 2026-06-30 |
| Archer Investment Corp | 15 | $9 | Unchanged | 0.00% | 2026-06-30 |
| Ascentis Independent Advisors | 0 | $0 | Sold out | 2026-06-30 | |
| First Command Advisory Services, Inc. | 0 | $0 | Sold out | 2026-06-30 |