Position in VRT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,418,297
+$336,544 QoQ
Shares Held
4,236
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#988
of 2,035 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026RFG - Bristol Wealth Advisors, LLC holds $1,923,876 across 3 Electrical Equipment & Parts names. VRT ranks #1 (73.7% of the industry book) .
All Filings in VRT
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,418,297 | 4,236 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,081,753 | 4,317 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $756,262 | 4,668 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $651,111 | 4,316 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $554,089 | 4,315 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $800,192 | 11,083 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,094,405 | 9,633 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||