CUSIP 921910816MEGA GRWTH INDMGKQ4 2025
Aggregate 13F value by quarter
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952 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 8.59M | $3.55B | +87.6K | Added |
| 2 | Cassaday & Co Wealth Management LLC | 3.67M | $1.52B | −48.0K | Reduced |
| 3 | Morgan Stanley | 2.65M | $1.09B | +277.4K | Added |
| 4 | Bank Of America Corp /De/ | 2.06M | $849.80M |
| +137.0K |
| Added |
| 5 | Howard Capital Management Inc. | 1.26M | $522.01M | 0 | Held |
| 6 | Lpl Financial LLC | 1.17M | $484.53M | +5.1K | Added |
| 7 | Ubs Group AG | 1.10M | $454.06M | +9.1K | Added |
| 8 | Captrust Financial Advisors | 1.06M | $439.15M | −532.2K | Reduced |
| 9 | Vantagepoint Investment Advisers LLC | 875.1K | $361.22M | +41.2K | Added |
| 10 | Ameriprise Financial Inc | 761.5K | $314.58M | −37.4K | Reduced |
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