LFG
VIP

Larson Financial Group’s Vulcan Infrastructure and Power VIP Stock Holding History

Larson Financial Group’s Portfolio VIP Stock Details VIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$2 – 2826
2024
Q3 		$2 Hold
1
– – ﹤0.01% 2695
2024
Q2 		$3 Hold
1
– – ﹤0.01% 2421
2024
Q1 		$4 Hold
1
– – ﹤0.01% 1784
2023
Q4 		$7 Hold
1
– – ﹤0.01% 1783
2023
Q3 		$4 Hold
1
– – ﹤0.01% 1703
2023
Q2 		$3 Hold
1
– – ﹤0.01% 1566
2023
Q1 		$5 Hold
1
– – ﹤0.01% 1545
2022
Q4 		$3 Hold
1
– – ﹤0.01% 1505
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1336
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1230
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1095
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1111
2021
Q3 		$0 Buy
+1
New +$307 ﹤0.01% 908

Other funds holding VIP

SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's VIP Position: Q4 2024 in Review

Larson Financial Group sold out of Vulcan Infrastructure and Power (VIP) in Q4 2024, closing a stake of 1 share — an estimated $2 sold.

Larson Financial Group first reported a position in VIP in Q3 2021 and held it in 13 quarters. The position peaked at $7 in Q4 2023. 23 funds tracked by Wall St. Rank hold VIP as of Q4 2024.

  • Larson Financial Group reported no remaining Vulcan Infrastructure and Power position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 1 Vulcan Infrastructure and Power share in Q4 2024, an estimated $2.
  • Larson Financial Group first reported a position in Vulcan Infrastructure and Power in Q3 2021 and held it in 13 quarters.
  • Larson Financial Group's Vulcan Infrastructure and Power position peaked at $7 in Q4 2023.
  • 23 funds tracked by Wall St. Rank held Vulcan Infrastructure and Power as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.