Institutional Owners for VGM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AVIOR WEALTH MANAGEMENT LLC | CEF | 101 | $139,538 | 14,151 | 0.00 | 0.00 | 9,934 | 235.57 | 03-31-2024 |
| MERIT FINANCIAL GROUP LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -78 | -0.55 | 12-31-2023 |
| NEWEDGE ADVISORS LLC | COM | 103 | $137,744 | 13,970 | 0.00 | 0.00 | 3,000 | 27.35 | 03-31-2024 |
| ZULLO INVESTMENT GROUP INC | COM | 104 | $133,515 | 13,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
