Position in VRT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$716,179
+$157,136 QoQ
Shares Held
2,139
-4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,250
of 2,035 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $8,683,871 across 3 Electrical Equipment & Parts names. VRT ranks #2 (8.2% of the industry book) .
All Filings in VRT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,179 | 2,139 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $559,043 | 2,231 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $219,803 | 1,457 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $1,696,878 | 14,936 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||