CUSIP 921932778SMLCP 600 VALVIOVQ4 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 | Morgan Stanley | 350.7K | $34.29M |
| 2 | Aspiriant, LLC | 311.6K | $30.46M |
| 3 | N.E.W. Advisory Services LLC | 309.5K | $30.25M |
| 4 | Ubs Group AG | 300.8K | $29.41M |
| 5 | Savant Capital, LLC | 246.7K | $24.12M |
| 6 | Concurrent Investment Advisors, LLC | 178.8K | $17.48M |
| 7 | Gallagher Fiduciary Advisors, LLC | 171.4K | $16.76M |
| 8 | Atria Investments, Inc | 168.8K | $16.50M |
| 9 |
| Cannon Financial Strategists, Inc. |
| 149.9K |
| $14.66M |
| 10 | Silvercrest Asset Management Group LLC | 147.4K | $14.41M |