your badges 52W Range $3–$3 9% of range Analyst Rating STRONG BUY 5 analysts Price Target · P/E · ROE · Net Profit Margin ·

VVR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $2.89
52W Range $3–$3

VVR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

No data for this ratio group yet

Not enough fundamentals data to compute this ratio group yet.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

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Annualized Payout≈$0.35Paid monthly
5Y Div CAGR≈11.1%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 14, 2026$0.03USD≈14.2%
Aug 17, 2026$0.03USD≈14.3%
Jul 14, 2026$0.03USD≈14.5%
Jun 15, 2026$0.03USD≈14.7%
May 14, 2026$0.03USD≈14.8%
Apr 14, 2026$0.04USD≈14.5%
Mar 16, 2026$0.04USD≈14.9%
Feb 17, 2026$0.04USD≈14.1%
Jan 15, 2026$0.04USD≈14.1%
Dec 16, 2025$0.04USD≈14.1%
Nov 17, 2025$0.04USD≈14.0%
Oct 16, 2025$0.04USD≈14.3%
Sep 16, 2025$0.04USD≈13.5%
Aug 18, 2025$0.04USD≈13.1%
Jul 16, 2025$0.04USD≈12.7%
Jun 17, 2025$0.04USD≈13.1%
May 16, 2025$0.04USD≈13.4%
Apr 16, 2025$0.04USD≈14.3%
Mar 17, 2025$0.04USD≈12.4%
Feb 18, 2025$0.04USD≈12.3%

Institutional owners (13F) 143 filers · $171.5M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 143
Value held $171.5M
New positions 17
Exited positions 13
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
17 (+5 vs prior Q) 13 (-4 vs prior Q) 46 (+1 vs prior Q) 42 (+5 vs prior Q) +5.6M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MORGAN STANLEY $34,660,786 11,553,594 20.21% Shares
Bramshill Investments, LLC $25,175,349 8,391,783 14.68% Shares
LOOMIS SAYLES & CO L P $9,502,803 3,167,601 5.54% Shares
Solutions 4 Wealth, Ltd $8,121,232 2,707,077 4.74% Shares
BANK OF AMERICA CORP /DE/ $8,027,584 2,675,861 4.68% Shares
LPL Financial LLC $8,020,579 2,673,527 4.68% Shares
Invesco Ltd. $7,845,678 2,615,226 4.58% Shares
UBS Group AG $6,202,827 2,067,609 3.62% Shares
EP Wealth Advisors, LLC $5,339,190 1,779,730 3.11% Shares
Advisors Asset Management, Inc. $4,219,958 1,290,507 2.46% Shares
WELLS FARGO & COMPANY/MN $4,102,683 1,367,561 2.39% Shares
RAYMOND JAMES FINANCIAL INC $3,556,192 1,185,398 2.07% Shares
Gridiron Partners, LLC $3,530,046 1,176,682 2.06% Shares
ENVESTNET ASSET MANAGEMENT INC $2,484,466 828,155 1.45% Shares
PRINCIPAL SECURITIES, INC. $2,385,396 795,132 1.39% Shares
ABSOLUTE INVESTMENT ADVISERS, LLC $2,212,524 737,508 1.29% Shares
Allspring Global Investments Holdings, LLC $2,096,850 698,950 1.22% Shares
Balyasny Asset Management L.P. $2,077,647 692,549 1.21% Shares
Matisse Capital $1,932,000 600,000 1.13% Shares
ICON ADVISERS INC/CO $1,885,062 628,354 1.10% Shares
Logan Stone Capital, LLC $1,441,737 480,579 0.84% Shares
J.W. COLE ADVISORS, INC. $1,421,251 473,750 0.83% Shares
Byrne Asset Management LLC $1,381,470 460,490 0.81% Shares
Saba Capital Management, L.P. $1,057,971 352,657 0.62% Shares
Quarry LP $983,625 327,875 0.57% Shares
OSAIC HOLDINGS, INC. $910,137 303,379 0.53% Shares
Cetera Investment Advisers $824,546 274,848 0.48% Shares
1607 Capital Partners, LLC $759,813 253,271 0.44% Shares
Creative Planning $736,663 245,554 0.43% Shares
Verity Asset Management, Inc. $734,607 244,869 0.43% Shares
ROYAL BANK OF CANADA $664,000 221,414 0.39% Shares
GUGGENHEIM CAPITAL LLC $644,706 214,902 0.38% Shares
Camelot Portfolios, LLC $632,498 210,833 0.37% Shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. $617,046 205,682 0.36% Shares
Illumine Investment Management, LLC $555,054 0 0.32% Shares
Virtus Investment Advisers, LLC $529,647 176,549 0.31% Shares
CARDIFF PARK ADVISORS, LLC $525,000 175,000 0.31% Shares
NewEdge Advisors, LLC $499,925 166,642 0.29% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $495,456 165,152 0.29% Shares
SAX WEALTH ADVISORS, LLC $490,710 152,394 0.29% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $461,006 153,669 0.27% Shares
Equitable Holdings, Inc. $425,784 141,928 0.25% Shares
GeoWealth Management, LLC $412,056 137,352 0.24% Shares
Shaker Financial Services, LLC $405,567 135,189 0.24% Shares
COMMONWEALTH EQUITY SERVICES, LLC $402,880 134,295 0.23% Shares
AMERIPRISE FINANCIAL INC $402,588 134,196 0.23% Shares
Future Financial Wealth Managment LLC $394,101 132,694 0.23% Shares
MELFA WEALTH MANAGEMENT, INC. $356,046 118,682 0.21% Shares
Ausdal Financial Partners, Inc. $347,439 115,501 0.20% Shares
Baird Financial Group, Inc. $346,764 115,588 0.20% Shares

Show all 143 institutional owners →

Activists & 5%+ owners 1 position

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Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Saba Capital Management, L.P., Boaz R. Weinstein ×5 filings June 17, 2019 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 11 insiders · 1 officers · 7 directors

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Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Amy R Doberman Vice President Oct. 3, 2007 S 0 0 0 $0
Linda Hutton Heagy Director Feb. 26, 2014 P 995 0 0 $0
David C Arch Director March 12, 2013 P 500 0 0 $0
Suzanne Woolsey Director March 12, 2013 P 896 0 0 $0
Wayne W Whalen Director Oct. 4, 2012 P 1,000 0 0 $0
Rodney F Dammeyer Director May 7, 2012 S 0 0 0 $0
Craig R Kennedy Director July 1, 2010 P 2,500 0 0 $0
Hugo Sonnenschein Director April 30, 2010 P · 0 0 $0
BARCLAYS PLC 10% owner June 19, 2018 J 0 0 0 $0
CITIGROUP INC 10% owner July 14, 2017 J 0 0 0 $0
Van Kampen Funds Inc. · Sept. 23, 2004 S 0 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 3 ETFs

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
VPC · ETFis Series Trust I 1.73% 176,549 NS July 31, 2026 N-PORT
PCEF · Invesco Exchange-Traded Fund Trust … 0.77% 2,066,685 Oct. 1, 2026 Daily
CVY · Invesco Exchange-Traded Fund Trust 0.52% 211,115 Oct. 1, 2026 Daily

VVR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

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rating · 5 analysts BUY
2 40.0% Strong Buy
2 40.0% Buy
1 20.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

My Metrics Your personal watchlist — selected rows from Full Fundamentals

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