CUSIP 922018205
VANGUARD WINDSOR II INV
11 institutions · $9.8M total · 212,222 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 179,182 | $8.4M | 84.43% | 2024-06-30 |
| 2 | Financial Gravity Asset Management, Inc. | 10,453 | $491.5K | 4.92% | 2025-12-31 |
| 3 | Financial Gravity Companies, Inc. | 9,513 | $442.8K | 4.48% | 2025-06-30 |
| 4 | Livelsberger Financial Advisory | 4,027 | $172.7K | 1.89% | 2024-03-31 |
| 5 | Oakworth Capital, Inc. | 1,977 | $93.0K | 0.93% | 2025-12-31 |
| 6 | Bull Oak Capital, LLC | 1,120 | $55.1K | 0.52% | 2024-09-30 |
| 7 | Vermillion Wealth Management, Inc. | 1,015 | $50.6K | 0.47% | 2025-09-30 |
| 8 | Garton & Associates Financial Advisors LLC | 973 | $45.7K | 0.45% | 2025-12-31 |
| 9 | Strategic Investment Solutions, Inc. /IL | 490 | $20.9K | 0.23% | 2023-12-31 |
| 10 | Coston, McIsaac & Partners | 3,097 | $145 | 1.45% | 2025-12-31 |
| 11 | Motiv8 Investments LLC | 375 | $18 | 0.17% | 2025-12-31 |