Carnegie Investment Counsel has opened a new $25.5M position in $VMI, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $VMI.
$VMI Hedge Fund Activity
We have seen 297 institutional investors add shares of $VMI stock to their portfolio, and 292 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FULLER & THALER ASSET MANAGEMENT, INC. added 246,376 shares (+inf%) to their portfolio in Q2 2026, for an estimated $142,306,777
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 244,104 shares (+inf%) to their portfolio in Q2 2026, for an estimated $140,994,470
- PICTET ASSET MANAGEMENT HOLDING SA added 236,124 shares (+7551.1%) to their portfolio in Q2 2026, for an estimated $136,385,222
- SEGALL BRYANT & HAMILL, LLC added 205,924 shares (+inf%) to their portfolio in Q2 2026, for an estimated $118,941,702
- JPMORGAN CHASE & CO added 166,788 shares (+inf%) to their portfolio in Q2 2026, for an estimated $96,336,748
- NEUBERGER BERMAN GROUP LLC removed 158,257 shares (-24.1%) from their portfolio in Q2 2026, for an estimated $91,409,243
- SOUTHPOINT CAPITAL ADVISORS LP added 150,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $86,640,000
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$VMI Insider Trading Activity
$VMI insiders have traded $VMI stock on the open market 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $VMI stock by insiders over the last 6 months:
- MOGENS C BAY has made 0 purchases and 5 sales selling 17,500 shares for an estimated $8,615,948.
- THEODOR WERNER FREYE sold 800 shares for an estimated $396,000
- JOHN L SCHWIETZ (Executive VP and CFO) purchased 208 shares for an estimated $101,118
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$VMI Price Targets
Multiple analysts have issued price targets for $VMI recently. We have seen 2 analysts offer price targets for $VMI in the last 6 months, with a median target of $622.5.
Here are some recent targets:
- Tomohiko Sano from JP Morgan set a target price of $600.0 on 06/17/2026
- Nathan Jones from Stifel set a target price of $645.0 on 06/17/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $VMI ticker page for more data.
