CUSIP 921935870SHORT TRM TAX EXVTESQ4 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 | Mercer Global Advisors Inc /Adv | 1.31M | $133.42M |
| 2 | Wescott Financial Advisory Group, LLC | 668.6K | $67.91M |
| 3 | Gleason Group, Inc. | 283.4K | $28.79M |
| 4 | Tiaa Trust, National Association | 281.2K | $28.56M |
| 5 | Bank Of America Corp /De/ | 279.0K | $28.34M |
| 6 | Raymond James Financial Inc | 273.6K | $27.79M |
| 7 | Karpus Management, Inc. | 262.8K | $26.69M |
| 8 | Seeds Investor LLC | 189.6K | $19.25M |
| 9 |
| Bedel Financial Consulting, Inc. |
| 164.8K |
| $16.74M |
| 10 | Corient Private Wealth LLC | 156.6K | $15.90M |