VFMF(VFMF)
VFMF
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| ANDERSON HOAGLAND & CO | 302.47K | Jun 30, 26 | -5.47K | 7.70% |
| Systelligence, LLC | 160.68K | Jun 30, 26 | +52.72K | 4.09% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7.85K | Jun 30, 26 | +1.71K | 0.20% |
| Clark Asset Management, LLC | 6.35K | Jun 30, 26 | +6 | 0.16% |
| Dynamic Advisor Solutions LLC | 2.41K | Jun 30, 26 | +227 | 0.06% |
| First Citizens Financial Corp | 1.63K | Jun 30, 26 | -593 | 0.04% |
| INDEPENDENT FINANCIAL GROUP, LLC | 1.57K | Jun 30, 26 | -13 | 0.04% |
| LRI Investments, LLC | 1.29K | Jun 30, 26 | +76 | 0.03% |
| Ritter Daniher Financial Advisory LLC / DE | 13 | Jun 30, 26 | +2 | 0.00% |
| Central Pacific Bank - Trust Division | 11 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | -- | Jun 30, 26 | -141 | -- |
| ENVESTNET ASSET MANAGEMENT INC | 165.34K | Mar 31, 26 | +21.91K | 4.21% |
| Systelligence, LLC | 107.95K | Mar 31, 26 | +107.95K | 2.75% |
| Opus Capital Group, LLC | 106.04K | Mar 31, 26 | +644 | 2.70% |
| LPL Financial LLC | 81.34K | Mar 31, 26 | +13.85K | 2.07% |
| Cambridge Investment Research Advisors, Inc. | 77.20K | Mar 31, 26 | +4.05K | 1.97% |
| UMB Bank, n.a. | 66.87K | Mar 31, 26 | +11.87K | 1.70% |
| RAYMOND JAMES FINANCIAL INC | 55.67K | Mar 31, 26 | +11.13K | 1.42% |
| Rooted Wealth Advisors, Inc. | 46.95K | Mar 31, 26 | +10.50K | 1.20% |
| Geneos Wealth Management Inc. | 43.76K | Mar 31, 26 | +1.12K | 1.11% |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 39.93K | Mar 31, 26 | +3.72K | 1.02% |
| ADVISOR GROUP HOLDINGS, INC. | 19.83K | Mar 31, 26 | +2.40K | 0.51% |
| Partners in Financial Planning | 19.33K | Mar 31, 26 | -314 | 0.49% |
| TFB Advisors LLC | 17.74K | Mar 31, 26 | +2.77K | 0.45% |
| COMMONWEALTH EQUITY SERVICES, LLC | 16.65K | Mar 31, 26 | +5.84K | 0.42% |
| ROYAL BANK OF CANADA | 16.56K | Mar 31, 26 | +703 | 0.42% |
| Walkner Condon Financial Advisors LLC | 15.94K | Mar 31, 26 | -1.52K | 0.41% |
| Cedar Point Capital Partners, LLC | 15.49K | Mar 31, 26 | +1.38K | 0.39% |
| VICTORY FINANCIAL GROUP, LLC | 15.35K | Mar 31, 26 | -270 | 0.39% |
| Baer Investment Advisory LLC | 15.35K | Mar 31, 26 | +15.35K | 0.39% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 14.98K | Mar 31, 26 | +2.22K | 0.38% |
| MGO ONE SEVEN LLC | 14.57K | Mar 31, 26 | +14.57K | 0.37% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 13.56K | Mar 31, 26 | +12 | 0.35% |
| Onyx Bridge Wealth Group LLC | 12.35K | Mar 31, 26 | +15 | 0.31% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11.09K | Mar 31, 26 | -419 | 0.28% |
| AQR CAPITAL MANAGEMENT LLC | 9.29K | Mar 31, 26 | +5 | 0.24% |
| GOLDMAN SACHS GROUP INC | 9.22K | Mar 31, 26 | +9.22K | 0.23% |
| NewEdge Advisors, LLC | 9.21K | Mar 31, 26 | +1.31K | 0.23% |
| FIRST MANHATTAN CO. LLC. | 8.34K | Mar 31, 26 | -69 | 0.21% |
| Apollon Wealth Management, LLC | 8.09K | Mar 31, 26 | +1.97K | 0.21% |
| STIFEL FINANCIAL CORP | 7.56K | Mar 31, 26 | -79 | 0.19% |
| Buckingham Strategic Partners | 7.53K | Mar 31, 26 | +1.24K | 0.19% |
| CALTON & ASSOCIATES, INC. | 7.27K | Mar 31, 26 | +1.96K | 0.19% |
| UBS Group AG | 7.08K | Mar 31, 26 | -1.04K | 0.18% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.68K | Mar 31, 26 | +3.83K | 0.17% |
| Seed Wealth Management, Inc. | 6.65K | Mar 31, 26 | -- | 0.17% |
| RHS Financial, LLC | 6.35K | Mar 31, 26 | +660 | 0.16% |
| MML INVESTORS SERVICES, LLC | 4.71K | Mar 31, 26 | +87 | 0.12% |
| BridgePort Financial Solutions, LLC | 4.21K | Mar 31, 26 | -169 | 0.11% |
| Physician Wealth Advisors, Inc. | 3.81K | Mar 31, 26 | +1 | 0.10% |
| Sanctuary Advisors, LLC | 3.02K | Mar 31, 26 | +55 | 0.08% |
| Meridian Wealth Management, LLC | 2.57K | Mar 31, 26 | +2.57K | 0.07% |
| Capital Square, LLC | 2.42K | Mar 31, 26 | +2.42K | 0.06% |
| Foundations Investment Advisors, LLC | 2.41K | Mar 31, 26 | -190 | 0.06% |
| Kestra Advisory Services, LLC | 2.31K | Mar 31, 26 | +83 | 0.06% |
| Harbor Asset Planning, Inc. | 2.20K | Mar 31, 26 | +579 | 0.06% |
| Mariner, LLC | 2.13K | Mar 31, 26 | +2.13K | 0.05% |
| Cassia Capital Partners, LLC | 2.11K | Mar 31, 26 | -42 | 0.05% |
| CENTAURUS FINANCIAL, INC. | 2.09K | Mar 31, 26 | -508 | 0.05% |
| COWA, LLC | 2.05K | Mar 31, 26 | -46 | 0.05% |
| STUDIO INVESTMENT MANAGEMENT LLC | 1.94K | Mar 31, 26 | +123 | 0.05% |
| TITLEIST ASSET MANAGEMENT, LLC | 1.81K | Mar 31, 26 | +75 | 0.05% |
| TAGStone Capital, Inc. | 1.78K | Mar 31, 26 | +1.78K | 0.05% |
| Cherry Tree Wealth Management, LLC | 1.76K | Mar 31, 26 | -- | 0.04% |
| Modera Wealth Management, LLC | 1.72K | Mar 31, 26 | -- | 0.04% |
| Pensionmark Financial Group, LLC | 1.53K | Mar 31, 26 | +1 | 0.04% |
| Savvy Advisors, Inc. | 1.49K | Mar 31, 26 | -- | 0.04% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1.38K | Mar 31, 26 | +1.38K | 0.04% |
| Essex Financial Services, Inc. | 1.34K | Mar 31, 26 | -24 | 0.03% |
| Parkside Financial Bank & Trust | 1.27K | Mar 31, 26 | -- | 0.03% |
| TFC Financial Management, Inc. | 979 | Mar 31, 26 | -- | 0.02% |
| HARBOUR INVESTMENTS, INC. | 840 | Mar 31, 26 | +840 | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 518 | Mar 31, 26 | -14.57K | 0.01% |
| Bogart Wealth, LLC | 500 | Mar 31, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 438 | Mar 31, 26 | +438 | 0.01% |
| MBM Wealth Consultants, LLC | 346 | Mar 31, 26 | +346 | 0.01% |
| Strategic Wealth Partners, Ltd. | 339 | Mar 31, 26 | -- | 0.01% |
| Tidemark, LLC | 321 | Mar 31, 26 | +32 | 0.01% |
| PRIVATE TRUST CO NA | 300 | Mar 31, 26 | -- | 0.01% |
| JPMORGAN CHASE & CO | 282 | Mar 31, 26 | +282 | 0.01% |
| JNBA Financial Advisors | 232 | Mar 31, 26 | +1 | 0.01% |
| Steward Partners Investment Advisory, LLC | 215 | Mar 31, 26 | -- | 0.01% |
| Glass Jacobson Investment Advisors llc | 213 | Mar 31, 26 | +1 | 0.01% |
| VANGUARD ADVISERS INC | 185 | Mar 31, 26 | +185 | 0.00% |
| MORGAN STANLEY | 125 | Mar 31, 26 | +117 | 0.00% |
| NATIONAL BANK OF CANADA /FI/ | 102 | Mar 31, 26 | -- | 0.00% |
| McIlrath & Eck, LLC | 50 | Mar 31, 26 | -151 | 0.00% |
| ST GERMAIN D J CO INC | 19 | Mar 31, 26 | +19 | 0.00% |
| ASSETMARK, INC | 12 | Mar 31, 26 | +12 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Mar 31, 26 | -- | 0.00% |
| Benson Investment Management Company, Inc. | -- | Mar 31, 26 | -2.73K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Mar 31, 26 | -150 | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -2.75K | -- |
| Envestnet Portfolio Solutions, Inc. | -- | Mar 31, 26 | -1.61K | -- |
| Glen Eagle Advisors, LLC | -- | Mar 31, 26 | -100 | -- |
| Rockefeller Capital Management L.P. | -- | Mar 31, 26 | -21 | -- |
| CITIGROUP INC | -- | Mar 31, 26 | -1 | -- |
| MONETA GROUP INVESTMENT ADVISORS LLC | -- | Mar 31, 26 | -1.34K | -- |
| Global Retirement Partners, LLC | 204 | Dec 31, 25 | +1 | 0.01% |
| BRASS TAX WEALTH MANAGEMENT, INC | 165.54K | Sep 30, 25 | +165.54K | 4.22% |
| First Horizon Advisors, Inc. | 1.09K | Jun 30, 25 | -- | 0.03% |
| Transform Wealth, LLC | 12.17K | Mar 31, 25 | -2.69K | 0.31% |
| RAYMOND JAMES & ASSOCIATES | 60.51K | Sep 30, 24 | +40.17K | 1.54% |
| Raymond James Financial Services Advisors, Inc. | 10.27K | Sep 30, 24 | -1.69K | 0.26% |
| FinTrust Capital Advisors, LLC | 26 | Sep 30, 24 | +26 | 0.00% |
| Custom Portfolio Group LLC | 12.48K | Jun 30, 24 | -2.46K | 0.32% |
| Cetera Advisor Networks LLC | -- | Mar 31, 24 | -3.48K | -- |
| Claraphi Advisory Network, LLC | 4.78K | Dec 31, 22 | +4.78K | 0.12% |
| St. James Investment Advisors, LLC | 830 | Dec 31, 22 | +630 | 0.02% |
| American Portfolios Advisors | 57 | Sep 30, 22 | -- | 0.00% |
| Carroll Financial Associates, Inc. | 60.19K | Dec 31, 21 | +3.69K | 1.53% |
| PNC Managed Account Solutions, Inc. | 120 | Jun 30, 21 | +120 | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 2.31K | Dec 31, 19 | -463 | 0.06% |
| Advisor Group, Inc. | 80 | Dec 31, 19 | -- | 0.00% |