CUSIP 92189Y105MORNINGSTAR ESGQ2 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | First Foundation Advisors | 227.9K | $6.32M |
| 2 | Smith, Moore & Co. | 72.2K | $2.00M |
| 3 | Rockefeller Capital Management L.P. | 58.7K | $1.63M |
| 4 | Kelman-Lazarov, Inc. | 20.4K | $566.4K |
| 5 | Sanctuary Advisors, LLC | 9.0K | $248.4K |
| 6 | Steward Partners Investment Advisory, LLC | 5.0K | $138.6K |
| 7 | Osaic Holdings, Inc. | 1.2K | $32.5K |
| 8 | Geneos Wealth Management Inc. | 75 | $2.1K |
| 9 |
| Van Eck Associates Corp |
| 50.0K |
| $1.4K |
| 10 | Morgan Stanley | 1 | $35 |