The cluster is dominated by one large accumulator (Wealth Enhancement Advisory) and is 45+ days stale. The Q3 earnings catalyst (AI OEM license, capacity expansion) is already public. Watch for follow-on 13F filings in Q4 to see if this conviction held or was reversed after the stock's post-earnings move.
Executive Summary
Three asset managers accumulated $17.2M in Vicor during Q3 2026, led by Wealth Enhancement Advisory Services which nearly 8x'd its stake to $17.0M. The cluster follows a strong Q3 earnings report (revenue +78.5% YoY, EPS beat by 8.1%) and likely reflects institutional positioning around the AI OEM VPD license and capacity expansion story. One small seller trimmed a $177K position.
Key Financial Metrics
Institutional Positions
Net institutional flow: $14.8M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | DOUBLED | +749.2% | $17.0M | $14.9M |
| Farther Finance Advisors | ADD | +27.4% | $144.0K | -$4.0K |
| Td Waterhouse Canada | DOUBLED | +3100% | $10.0K | $10.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Hb Wealth Management | TRIM | -27.9% | $393.0K | -$177.0K |
Key Facts
- 3 institutional buyers added $14.9M net in Q3 2026, with total current holdings of $17.2M
- Wealth Enhancement Advisory Services increased its stake by 749.2% to $17.0M, representing 99% of the buying cluster
- One seller (Hb Wealth Management) trimmed 27.9% of its position, reducing value by $177K
- Cluster follows Q3 2026 earnings: revenue $197.1M (+78.5% YoY), diluted EPS $1.33 (beat consensus by 8.1%)
- Vicor reported first VPD license to an AI OEM at Stage-2 royalty rates and plans for 5x capacity expansion
Financial Impact
3 institutions accumulated $14.9M in net new positions during Q3 2026, with total buying value of $15.1M vs selling of $177K
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- Cluster is concentrated in one fund (99% of buying from Wealth Enhancement Advisory), reducing signal diversity
- No insider buying corroboration in the cross-filing context to confirm institutional conviction
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-VICR-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | Institutional Cluster | $178.48 | awaiting T+1 | — | — |
Oct 20, 2026 6d ago | 8-K | $204.14 $213.42 | ▲ +4.55% | ▲ +4.02% | — |
Oct 5, 2026 20d ago | Insider Cluster | $305.61 $299.29 | ▲ +2.07% | ▲ +2.62% | — |
Sep 21, 2026 4w ago | Press Release | $268.34 $283.16 | ▲ +5.52% | ▲ +6.24% | — |
Sep 11, 2026 6w ago | Press Release | $197.91 $184.73 | ▼ −6.66% | ▼ −6.21% | — |
Aug 27, 2026 8w ago | 8-K | $203.64 $187.75 | ▼ −7.80% | ▼ −7.58% | — |
Aug 19, 2026 9w ago | Insider Cluster | $217.35 $207.64 | ▼ −4.47% | ▼ −3.63% | — |
Aug 19, 2026 9w ago | Insider Cluster | $217.35 $207.64 | ▼ −4.47% | ▼ −3.63% | — |
Jul 21, 2026 13w ago | 8-K | $214.70 $217.35 | ▲ +1.23% | ▲ +1.35% | — |
Jul 21, 2026 13w ago | Press Release | $214.70 $217.35 | ▲ +1.23% | ▲ +1.35% | — |
US Market Status
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