GoalVest Advisory’s Vicor VICR Stock Holding History

GoalVest Advisory’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	$122K	Buy	321 +61	+23%	+$16.7K	0.02%	145
2026 Q1	$41.9K	Sell	260 -260	-50%	-$43K	0.01%	244
2025 Q4	$57K	Buy	+520	New	+$44.2K	0.01%	230

Other funds holding VICR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

GoalVest Advisory's VICR Position: Q2 2026 in Review

GoalVest Advisory increased its Vicor (VICR) stake by 23% in Q2 2026, buying an estimated $16.7K and bringing the position to 321 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #145.

GoalVest Advisory first reported a position in VICR in Q4 2025 and has held it in 3 quarters since. 515 funds tracked by Wall St. Rank hold VICR as of Q2 2026.

GoalVest Advisory held 321 shares of Vicor worth $122K as of Q2 2026.
GoalVest Advisory bought 61 Vicor shares in Q2 2026, an estimated $16.7K.
Vicor made up 0.02% of GoalVest Advisory's portfolio in Q2 2026, its #145 holding.
GoalVest Advisory first reported a position in Vicor in Q4 2025 and has held it in 3 quarters since.
515 funds tracked by Wall St. Rank held Vicor as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.