Position in VMI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,172,526
+$951,533 QoQ
Shares Held
2,030
+120.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#299
of 649 holders
Holding Since
Sep 2023
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VMI Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026AE Wealth Management LLC holds $11,973,506 across 4 Conglomerates names. VMI ranks #3 (9.8% of the industry book) .
All Filings in VMI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,172,526 | 2,030 | Shares | Other | 2026-08-03 | |
| 2023-09-30 | $220,993 | 920 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||