Institutional Owners for VGM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GPS WEALTH STRATEGIES GROUP LLC | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,608 | -30.78 | 12-31-2023 |
| COMPASS WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 7,720 | +Inf | 03-31-2024 | |
| PRIVATE TRUST CO NA | Com | Liquidated | $0 | 0 | 0.00 | 7,593 | +Inf | 03-31-2024 | |
| ADVISORY SERVICES NETWORK LLC | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,475 | -42.72 | 03-31-2024 |
