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Institutional Holdings
WVVIOwnership Summary
Institutions Holding
34
Total Shares Held
492,588
Total Value Held
$1,209,247
Quarter
2026-06-30
Active Positions
Increased Positions
7
31,330 shares
Decreased Positions
4
129,255 shares
Held Positions
16
92,414 shares
New Positions
5
239,589 shares
Sold Out Positions
2
27,498 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 198,896 | $499,229 | New position | 0.00% | 2026-06-30 |
| RENAISSANCE TECHNOLOGIES LLC | 63,352 | $159,014 | ▼ -2,700 | 0.00% | 2026-06-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 35,798 | $89,887 | ▼ -911 | 0.00% | 2026-06-30 |
| DIMENSIONAL FUND ADVISORS LP | 27,905 | $70,042 | ▼ -498 | 0.00% | 2026-06-30 |
| VANGUARD FIDUCIARY TRUST CO | 25,866 | $64,924 | New position | 0.00% | 2026-06-30 |
| Teton Advisors, LLC | 20,500 | $51,455 | Unchanged | 0.03% | 2026-06-30 |
| GABELLI FUNDS LLC | 20,000 | $50,200 | Unchanged | 0.00% | 2026-06-30 |
| EP Wealth Advisors, LLC | 16,168 | $40,582 | ▲ +376 | 0.00% | 2026-06-30 |
| CITADEL ADVISORS LLC | 14,417 | $36,187 | New position | 0.00% | 2026-06-30 |
| JAMES INVESTMENT RESEARCH, INC. | 12,921 | $32,432 | Unchanged | 0.00% | 2026-06-30 |
| NewEdge Advisors, LLC | 12,921 | $32,432 | Unchanged | 0.00% | 2026-06-30 |
| STATE STREET CORP | 10,700 | $26,857 | Unchanged | 0.00% | 2026-06-30 |
| Steward Partners Investment Advisory, LLC | 5,049 | $12,673 | ▲ +300 | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 3,760 | $9,437 | ▲ +3,324 | 0.00% | 2026-06-30 |
| Tower Research Capital LLC (TRC) | 2,340 | $5,873 | ▲ +569 | 0.00% | 2026-06-30 |
| WELLS FARGO & COMPANY/MN | 2,200 | $5,522 | ▼ -5,000 | 0.00% | 2026-06-30 |
| NATIONAL BANK OF CANADA /FI/ | 2,100 | $5,040 | Unchanged | 0.00% | 2026-06-30 |
| MORGAN STANLEY | 1,930 | $4,845 | ▲ +5 | 0.00% | 2026-06-30 |
| UBS Group AG | 1,869 | $4,691 | ▲ +349 | 0.00% | 2026-06-30 |
| Allworth Financial LP | 877 | $2,202 | Unchanged | 0.00% | 2026-06-30 |
| US BANCORP DE U.S. BANCORP | 400 | $1,004 | Unchanged | 0.00% | 2026-06-30 |
| FMR LLC | 400 | $1,004 | New position | 0.00% | 2026-06-30 |
| ROYAL BANK OF CANADA | 301 | $1,000 | Unchanged | 0.00% | 2026-06-30 |
| Parallel Advisors, LLC | 300 | $753 | Unchanged | 0.00% | 2026-06-30 |
| SBI Securities Co., Ltd. | 214 | $537 | ▲ +52 | 0.00% | 2026-06-30 |
| WOLFF WIESE MAGANA LLC | 144 | $362 | Unchanged | 0.00% | 2026-06-30 |
| Financially Speaking Inc | 100 | $257 | Unchanged | 0.00% | 2026-06-30 |
| OSAIC HOLDINGS, INC. | 100 | $251 | Unchanged | 0.00% | 2026-06-30 |
| Arax Advisory Partners | 100 | $251 | Unchanged | 0.00% | 2026-06-30 |
| Atlantic Edge Private Wealth Management, LLC | 100 | $251 | Unchanged | 0.00% | 2026-06-30 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 10,850 | $28 | Unchanged | 0.00% | 2026-06-30 |
| BARCLAYS PLC | 10 | $25 | New position | 0.00% | 2026-06-30 |
| Creative Planning | 0 | $0 | Sold out | 2026-06-30 | |
| BlackRock, Inc. | 0 | $0 | Sold out | 2026-06-30 |