CUSIP 92838U801COM NEWNCZQ4 2025
Aggregate 13F value by quarter
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57 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 2.79M | $38.42M | −115.8K | Reduced |
| 2 | Advisors Asset Management, Inc. | 1.05M | $14.50M | +196.3K | Added |
| 3 | Congress Park Capital LLC | 520.1K | $7.17M | +8.3K | Added |
| 4 | Lpl Financial LLC | 270.5K | $3.73M |
| +46.4K |
| Added |
| 5 | Guggenheim Capital LLC | 224.6K | $3.10M | +103.6K | Added |
| 6 | Prevail Innovative Wealth Advisors, LLC | 144.5K | $1.99M | +23.5K | Added |
| 7 | Bank Of America Corp /De/ | 127.2K | $1.75M | +2.0K | Added |
| 8 | Osaic Holdings, Inc. | 106.5K | $1.47M | −14.7K | Reduced |
| 9 | Envestnet Asset Management Inc | 91.1K | $1.26M | −1.8K | Reduced |
| 10 | Oppenheimer & Co Inc | 80.3K | $1.11M | −24.4K | Reduced |
See every fund holding Virtus Convertible & Inc Fd, with full quarter-over-quarter share changes.
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