Fermata Advisors’s Vicor VICR Stock Holding History

Fermata Advisors’s Portfolio VICR Stock Details VICR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$366K	Buy	+965	New	+$263K	0.07%	180

Other funds holding VICR

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return

Baker Tilly Wealth Management Madison, Wisconsin $471M AUM 23.36% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Fermata Advisors's VICR Position: Q2 2026 in Review

Fermata Advisors opened a new position in Vicor (VICR) in Q2 2026: 965 shares worth $366K. The stake represents 0.07% of the portfolio and ranks #180 among its holdings.

52 funds tracked by Wall St. Rank hold VICR as of Q2 2026.

Fermata Advisors held 965 shares of Vicor worth $366K as of Q2 2026.
Vicor was a new Fermata Advisors position in Q2 2026.
Vicor made up 0.07% of Fermata Advisors's portfolio in Q2 2026, its #180 holding.
52 funds tracked by Wall St. Rank held Vicor as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.