CUSIP 92189Y105MORNINGSTAR ESGQ2 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ2 2025
10 funds hold this security · Q2 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | First Foundation Advisors | 227.9K | $6.32M | +227.9K | New |
| 2 | Smith, Moore & Co. | 72.2K | $2.00M | 0 | Held |
| 3 | Rockefeller Capital Management L.P. | 58.7K | $1.63M | +58.7K | New |
| 4 | Kelman-Lazarov, Inc. | 20.4K | $566.4K |
| +289 |
| Added |
| 5 | Sanctuary Advisors, LLC | 9.0K | $248.4K | 0 | Held |
| 6 | Steward Partners Investment Advisory, LLC | 5.0K | $138.6K | 0 | Held |
| 7 | Osaic Holdings, Inc. | 1.2K | $32.5K | 0 | Held |
| 8 | Geneos Wealth Management Inc. | 75 | $2.1K | 0 | Held |
| 9 | Van Eck Associates Corp | 50.0K | $1.4K | 0 | Held |
| 10 | Morgan Stanley | 1 | $35 | 0 | Held |