VFMO(VFMO)
VFMO
Institutional Ownership
Top 227 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 737.64K | Jun 30, 26 | +30.44K | 8.41% |
| LPL Financial LLC | 171.60K | Jun 30, 26 | +19.73K | 1.96% |
| GREAT VALLEY ADVISOR GROUP, INC. | 165.30K | Jun 30, 26 | +4.66K | 1.88% |
| RAYMOND JAMES FINANCIAL INC | 157.00K | Jun 30, 26 | +6.96K | 1.79% |
| DAVIDSON INVESTMENT ADVISORS | 156.34K | Jun 30, 26 | +2.82K | 1.78% |
| ANDERSON HOAGLAND & CO | 109.86K | Jun 30, 26 | -4.36K | 1.25% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 104.02K | Jun 30, 26 | -5.19K | 1.19% |
| Cetera Investment Advisers | 99.60K | Jun 30, 26 | +24.13K | 1.14% |
| Systelligence, LLC | 93.48K | Jun 30, 26 | -9.56K | 1.07% |
| ENVESTNET ASSET MANAGEMENT INC | 84.13K | Jun 30, 26 | -7.71K | 0.96% |
| TWO SIGMA INVESTMENTS, LP | 65.70K | Jun 30, 26 | +65.70K | 0.75% |
| BANK OF AMERICA CORP /DE/ | 61.02K | Jun 30, 26 | +27.63K | 0.70% |
| Cambridge Investment Research Advisors, Inc. | 60.77K | Jun 30, 26 | +16.59K | 0.69% |
| UBS Group AG | 57.66K | Jun 30, 26 | +14.33K | 0.66% |
| WIN ADVISORS, INC | 53.52K | Jun 30, 26 | -2.03K | 0.61% |
| Financial Partners Group, Inc | 53.31K | Jun 30, 26 | +540 | 0.61% |
| CABOT WEALTH MANAGEMENT INC | 50.28K | Jun 30, 26 | -67.24K | 0.57% |
| Armbruster Capital Management, Inc. | 47.52K | Jun 30, 26 | -2.10K | 0.54% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 40.95K | Jun 30, 26 | +1.54K | 0.47% |
| NewEdge Advisors, LLC | 40.95K | Jun 30, 26 | +3.47K | 0.47% |
| OPPENHEIMER & CO INC | 40.46K | Jun 30, 26 | +40.46K | 0.46% |
| Mariner, LLC | 39.42K | Jun 30, 26 | +25.95K | 0.45% |
| BUILDER INVESTMENT GROUP INC /ADV | 33.69K | Jun 30, 26 | +21.77K | 0.38% |
| Hobart Private Capital, LLC | 32.34K | Jun 30, 26 | +292 | 0.37% |
| ROYAL BANK OF CANADA | 32.30K | Jun 30, 26 | +11.48K | 0.37% |
| Private Advisor Group, LLC | 31.63K | Jun 30, 26 | +1.46K | 0.36% |
| THRIVENT FINANCIAL FOR LUTHERANS | 30.30K | Jun 30, 26 | +30.30K | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 29.87K | Jun 30, 26 | +6.03K | 0.34% |
| LINCOLN CAPITAL CORP | 26.57K | Jun 30, 26 | +860 | 0.30% |
| Financial Freedom, LLC | 21.09K | Jun 30, 26 | +1.86K | 0.24% |
| Merit Financial Group, LLC | 21.01K | Jun 30, 26 | -5.54K | 0.24% |
| Betterment LLC | 20.70K | Jun 30, 26 | +114 | 0.24% |
| Stratos Wealth Advisors, LLC | 19.57K | Jun 30, 26 | -7.80K | 0.22% |
| UMB Bank, n.a. | 19.36K | Jun 30, 26 | -122 | 0.22% |
| Kestra Advisory Services, LLC | 19.27K | Jun 30, 26 | +5.58K | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 18.88K | Jun 30, 26 | +2.80K | 0.22% |
| WEDBUSH SECURITIES INC | 17.87K | Jun 30, 26 | +3.73K | 0.20% |
| GOLDMAN SACHS GROUP INC | 17.85K | Jun 30, 26 | +17.85K | 0.20% |
| Wilkins Miller Wealth Management, LLC | 14.80K | Jun 30, 26 | +558 | 0.17% |
| Fortis Group Advisors, LLC | 14.72K | Jun 30, 26 | +14.72K | 0.17% |
| Redhawk Wealth Advisors, Inc. | 12.85K | Jun 30, 26 | -9.16K | 0.15% |
| Compass Ion Advisors, LLC | 12.17K | Jun 30, 26 | +1.80K | 0.14% |
| Nova R Wealth, Inc. | 11.92K | Jun 30, 26 | -117 | 0.14% |
| Farther Finance Advisors, LLC | 11.15K | Jun 30, 26 | -3.63K | 0.13% |
| IEQ CAPITAL, LLC | 11.12K | Jun 30, 26 | +1.03K | 0.13% |
| Archford Capital Strategies, LLC | 10.41K | Jun 30, 26 | +1.21K | 0.12% |
| Janney Montgomery Scott LLC | 10.34K | Jun 30, 26 | +178 | 0.12% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9.78K | Jun 30, 26 | +435 | 0.11% |
| Aspect Partners, LLC | 9.33K | Jun 30, 26 | -492 | 0.11% |
| Caitlin John, LLC | 8.81K | Jun 30, 26 | +595 | 0.10% |
| MY Wealth Management Inc. | 8.72K | Jun 30, 26 | +8.72K | 0.10% |
| Valued Retirements, Inc. | 8.12K | Jun 30, 26 | -512 | 0.09% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 8.04K | Jun 30, 26 | +237 | 0.09% |
| IAM Advisory, LLC | 7.93K | Jun 30, 26 | -192 | 0.09% |
| PFG Advisors | 7.68K | Jun 30, 26 | +747 | 0.09% |
| MML INVESTORS SERVICES, LLC | 7.57K | Jun 30, 26 | +2.57K | 0.09% |
| TFB Advisors LLC | 7.43K | Jun 30, 26 | +509 | 0.08% |
| BLB&B Advisors, LLC | 7.25K | Jun 30, 26 | -- | 0.08% |
| Equitable Holdings, Inc. | 7.25K | Jun 30, 26 | +1.27K | 0.08% |
| Nova Wealth Management, Inc. | 7.17K | Jun 30, 26 | -546 | 0.08% |
| FIFTH THIRD BANCORP | 6.83K | Jun 30, 26 | -340 | 0.08% |
| BENJAMIN EDWARDS INC | 6.37K | Jun 30, 26 | +2.81K | 0.07% |
| Toroso Investments, LLC | 6.25K | Jun 30, 26 | +6.25K | 0.07% |
| Clearstead Advisors, LLC | 6.00K | Jun 30, 26 | +125 | 0.07% |
| Quantinno Capital Management LP | 5.88K | Jun 30, 26 | -- | 0.07% |
| MERCER GLOBAL ADVISORS INC /ADV | 5.74K | Jun 30, 26 | +5 | 0.07% |
| Madison Wealth Partners, Inc | 5.36K | Jun 30, 26 | +5.36K | 0.06% |
| Buckingham Strategic Partners | 5.17K | Jun 30, 26 | -502 | 0.06% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.17K | Jun 30, 26 | +441 | 0.06% |
| HARBOUR INVESTMENTS, INC. | 4.80K | Jun 30, 26 | +408 | 0.05% |
| WealthCare Investment Partners, LLC | 4.70K | Jun 30, 26 | +2.51K | 0.05% |
| Apollon Wealth Management, LLC | 4.69K | Jun 30, 26 | +535 | 0.05% |
| Ethos Financial Group, LLC | 4.59K | Jun 30, 26 | +4.59K | 0.05% |
| Global Retirement Partners, LLC | 4.59K | Jun 30, 26 | +4.59K | 0.05% |
| Concurrent Investment Advisors, LLC | 3.93K | Jun 30, 26 | +1.51K | 0.04% |
| Kathmere Capital Management, LLC | 3.84K | Jun 30, 26 | -- | 0.04% |
| SAGESPRING WEALTH PARTNERS, LLC | 3.78K | Jun 30, 26 | +276 | 0.04% |
| IFP Advisors, Inc | 3.63K | Jun 30, 26 | +3.52K | 0.04% |
| PRINCIPAL SECURITIES, INC. | 3.56K | Jun 30, 26 | -140 | 0.04% |
| Wealthcare Advisory Partners LLC | 3.51K | Jun 30, 26 | -108 | 0.04% |
| Belpointe Asset Management LLC | 3.50K | Jun 30, 26 | +13 | 0.04% |
| Diversify Advisory Services, LLC | 3.48K | Jun 30, 26 | +3.48K | 0.04% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 3.48K | Jun 30, 26 | +15 | 0.04% |
| Harbor Asset Planning, Inc. | 3.46K | Jun 30, 26 | +1.04K | 0.04% |
| Advisory Services Network, LLC | 3.41K | Jun 30, 26 | +511 | 0.04% |
| United Advisor Group, LLC | 3.30K | Jun 30, 26 | -- | 0.04% |
| Resources Investment Advisors, LLC. | 3.27K | Jun 30, 26 | +5 | 0.04% |
| SMITH, MOORE & CO. | 3.27K | Jun 30, 26 | -113 | 0.04% |
| HRT FINANCIAL LP | 3.24K | Jun 30, 26 | -1.37K | 0.04% |
| Cerity Partners LLC | 3.19K | Jun 30, 26 | +374 | 0.04% |
| Breakwater Capital Group | 3.11K | Jun 30, 26 | -638 | 0.04% |
| LAZARI CAPITAL MANAGEMENT, INC. | 3.08K | Jun 30, 26 | +1 | 0.04% |
| Virtus Family Office LLC | 3.03K | Jun 30, 26 | +672 | 0.03% |
| Creative Planning | 3.01K | Jun 30, 26 | -169 | 0.03% |
| MORGAN STANLEY | 2.77K | Jun 30, 26 | +354 | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.56K | Jun 30, 26 | +81 | 0.03% |
| Arkadios Wealth Advisors | 2.53K | Jun 30, 26 | +170 | 0.03% |
| CreativeOne Wealth, LLC | 2.52K | Jun 30, 26 | -- | 0.03% |
| PARTNERS WEALTH MANAGEMENT, LLC | 2.44K | Jun 30, 26 | -3 | 0.03% |
| PACIFIC SUN FINANCIAL CORP | 2.42K | Jun 30, 26 | -- | 0.03% |
| Robertson Stephens Wealth Management, LLC | 2.42K | Jun 30, 26 | +758 | 0.03% |
| Waverly Advisors, LLC | 2.36K | Jun 30, 26 | -57 | 0.03% |
| Holistic Planning, LLC | 2.34K | Jun 30, 26 | +560 | 0.03% |
| Seed Wealth Management, Inc. | 2.33K | Jun 30, 26 | -- | 0.03% |
| Signal Advisors Wealth, LLC | 2.32K | Jun 30, 26 | -621 | 0.03% |
| FLAGSHIP WEALTH ADVISORS, LLC | 2.25K | Jun 30, 26 | -- | 0.03% |
| DAVIDSON TRUST CO | 2.22K | Jun 30, 26 | -- | 0.03% |
| D.A. DAVIDSON & CO. | 2.16K | Jun 30, 26 | -- | 0.02% |
| Chicago Partners Investment Group LLC | 2.08K | Jun 30, 26 | +2 | 0.02% |
| STIFEL FINANCIAL CORP | 2.06K | Jun 30, 26 | +668 | 0.02% |
| PARK AVENUE SECURITIES LLC | 1.90K | Jun 30, 26 | -468 | 0.02% |
| SCS Capital Management LLC | 1.89K | Jun 30, 26 | +1 | 0.02% |
| GSG Advisors LLC | 1.80K | Jun 30, 26 | -- | 0.02% |
| AdvisorNet Financial, Inc | 1.79K | Jun 30, 26 | +125 | 0.02% |
| Orcam Financial Group | 1.75K | Jun 30, 26 | +3 | 0.02% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1.70K | Jun 30, 26 | +137 | 0.02% |
| ORSER CAPITAL MANAGEMENT, LLC | 1.66K | Jun 30, 26 | +1.66K | 0.02% |
| SILVER OAK SECURITIES, INCORPORATED | 1.63K | Jun 30, 26 | +3 | 0.02% |
| Foster Group, Inc. | 1.55K | Jun 30, 26 | -1 | 0.02% |
| Pensionmark Financial Group, LLC | 1.51K | Jun 30, 26 | -- | 0.02% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.50K | Jun 30, 26 | +6 | 0.02% |
| Integrated Wealth Concepts LLC | 1.43K | Jun 30, 26 | +1.43K | 0.02% |
| Stonehearth Capital Management, LLC | 1.39K | Jun 30, 26 | -165 | 0.02% |
| Prospera Financial Services Inc | 1.34K | Jun 30, 26 | +111 | 0.02% |
| Pinnacle Financial Group, LLC / IL | 1.30K | Jun 30, 26 | +108 | 0.01% |
| Avant Capital LLC | 1.28K | Jun 30, 26 | +2 | 0.01% |
| ALESCO ADVISORS LLC | 1.27K | Jun 30, 26 | -- | 0.01% |
| Savant Capital, LLC | 1.24K | Jun 30, 26 | +1.24K | 0.01% |
| HUNTINGTON NATIONAL BANK | 1.20K | Jun 30, 26 | -- | 0.01% |
| Clear Creek Financial Management, LLC | 1.19K | Jun 30, 26 | +2 | 0.01% |
| Perigon Wealth Management, LLC | 1.16K | Jun 30, 26 | -- | 0.01% |
| TCG Advisory Services, LLC | 1.15K | Jun 30, 26 | +1.15K | 0.01% |
| Capital Analysts, LLC | 1.14K | Jun 30, 26 | +216 | 0.01% |
| J.W. COLE ADVISORS, INC. | 1.11K | Jun 30, 26 | +1.11K | 0.01% |
| Parallel Advisors, LLC | 1.10K | Jun 30, 26 | -- | 0.01% |
| KEYBANK NATIONAL ASSOCIATION/OH | 1.10K | Jun 30, 26 | -- | 0.01% |
| Empirical Finance, LLC | 1.04K | Jun 30, 26 | -- | 0.01% |
| MELFA WEALTH MANAGEMENT, LLC | 1.02K | Jun 30, 26 | -161 | 0.01% |
| Proactive Wealth Strategies LLC | 1.02K | Jun 30, 26 | +1.02K | 0.01% |
| Ameritas Advisory Services, LLC | 1.01K | Jun 30, 26 | +1.01K | 0.01% |
| Private Wealth Partners, LLC | 1.01K | Jun 30, 26 | +1.01K | 0.01% |
| MONEY CONCEPTS CAPITAL CORP | 1.00K | Jun 30, 26 | +1.00K | 0.01% |
| Fulcrum Equity Management | 980 | Jun 30, 26 | +980 | 0.01% |
| Savvy Advisors, Inc. | 939 | Jun 30, 26 | +939 | 0.01% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 927 | Jun 30, 26 | +927 | 0.01% |
| Sigma Planning Corp | 923 | Jun 30, 26 | +923 | 0.01% |
| Baird Financial Group, Inc. | 866 | Jun 30, 26 | +866 | 0.01% |
| KANE INVESTMENT MANAGEMENT, INC. | 861 | Jun 30, 26 | +861 | 0.01% |
| Brookwood Investment Group LLC | 850 | Jun 30, 26 | +850 | 0.01% |
| Meredith Wealth Planning | 845 | Jun 30, 26 | +845 | 0.01% |
| Main Street Financial Solutions, LLC | 844 | Jun 30, 26 | +844 | 0.01% |
| Essex Financial Services, Inc. | 812 | Jun 30, 26 | +812 | 0.01% |
| City State Bank | 765 | Jun 30, 26 | +165 | 0.01% |
| FMR LLC | 568 | Jun 30, 26 | +568 | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 400 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 351 | Jun 30, 26 | +1 | 0.00% |
| BANK OF MONTREAL /CAN/ | 331 | Jun 30, 26 | +331 | 0.00% |
| Strategic Wealth Partners, Ltd. | 327 | Jun 30, 26 | -25 | 0.00% |
| North Star Investment Management Corp. | 326 | Jun 30, 26 | +1 | 0.00% |
| VANGUARD ADVISERS INC | 310 | Jun 30, 26 | +29 | 0.00% |
| AMERIFLEX GROUP, INC. | 263 | Jun 30, 26 | +263 | 0.00% |
| Geneos Wealth Management Inc. | 208 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 159 | Jun 30, 26 | +64 | 0.00% |
| Versant Capital Management, Inc | 141 | Jun 30, 26 | -- | 0.00% |
| BARRETT & COMPANY, INC. | 125 | Jun 30, 26 | -- | 0.00% |
| ATLAS CAPITAL ADVISORS LLC | 110 | Jun 30, 26 | -6 | 0.00% |
| Avion Wealth | 107 | Jun 30, 26 | -- | 0.00% |
| Glass Jacobson Investment Advisors llc | 105 | Jun 30, 26 | -- | 0.00% |
| Tidemark, LLC | 67 | Jun 30, 26 | -- | 0.00% |
| SALEM INVESTMENT COUNSELORS INC | 56 | Jun 30, 26 | -- | 0.00% |
| Horizon Investments, LLC | 50 | Jun 30, 26 | -50 | 0.00% |
| Spire Wealth Management | 42 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 39 | Jun 30, 26 | -- | 0.00% |
| PITTENGER & ANDERSON INC | 35 | Jun 30, 26 | +5 | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 20 | Jun 30, 26 | +20 | 0.00% |
| ASSETMARK, INC | 15 | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 13 | Jun 30, 26 | +12 | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 10 | Jun 30, 26 | +10 | 0.00% |
| GHP Investment Advisors, Inc. | 9 | Jun 30, 26 | -- | 0.00% |
| HHM Wealth Advisors, LLC | 5 | Jun 30, 26 | +5 | 0.00% |
| Ashton Thomas Private Wealth, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| BlackRock, Inc. | 1 | Jun 30, 26 | -- | 0.00% |
| Elevation Capital Advisory, LLC | -- | Jun 30, 26 | -5.68K | -- |
| TWO SIGMA SECURITIES, LLC | -- | Jun 30, 26 | -1.77K | -- |
| Soltis Investment Advisors LLC | -- | Jun 30, 26 | -1.89K | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -354 | -- |
| High Note Wealth, LLC | -- | Jun 30, 26 | -477 | -- |
| Kohmann Bosshard Financial Services, LLC | -- | Jun 30, 26 | -16 | -- |
| Riverview Trust Co | -- | Jun 30, 26 | -2.13K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -2.05K | -- |
| FLOW TRADERS U.S. LLC | -- | Jun 30, 26 | -1.03K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -1.41K | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -10 | -- |
| Russell Investments Group, Ltd. | -- | Jun 30, 26 | -18 | -- |
| Apeiron RIA LLC | -- | Jun 30, 26 | -1.05K | -- |
| Nalls Sherbakoff Group, LLC | -- | Jun 30, 26 | -100 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -4.06K | -- |
| Strategic Financial Services, Inc, | 285.54K | Mar 31, 26 | +1.39K | 3.25% |
| Parkside Financial Bank & Trust | 202 | Mar 31, 26 | -13 | 0.00% |
| CWM, LLC | 85 | Mar 31, 26 | -- | 0.00% |
| Sunbelt Securities, Inc. | 32 | Mar 31, 26 | -- | 0.00% |
| COMERICA BANK | 8.16K | Dec 31, 25 | -- | 0.09% |
| Cadence Bank | 1.20K | Dec 31, 25 | -- | 0.01% |
| Certus Wealth Management, LLC | 9.08K | Sep 30, 25 | -401 | 0.10% |
| FULLCIRCLE WEALTH LLC | -- | Sep 30, 25 | -8.05K | -- |
| AVANTAX ADVISORY SERVICES, INC. | 6.42K | Jun 30, 25 | +5 | 0.07% |
| Graypoint LLC | 2.13K | Jun 30, 25 | -110 | 0.02% |
| Atria Wealth Solutions, Inc. | 1.96K | Jun 30, 25 | +127 | 0.02% |
| First Horizon Advisors, Inc. | 454 | Jun 30, 25 | -- | 0.01% |
| Orion Portfolio Solutions, LLC | 1.68K | Mar 31, 25 | -458 | 0.02% |
| Edge Capital Group, LLC | 1.00K | Dec 31, 24 | -5.47K | 0.01% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | -- | Dec 31, 24 | -12.53K | -- |
| Raymond James Financial Services Advisors, Inc. | 19.82K | Sep 30, 24 | -94 | 0.23% |
| RAYMOND JAMES & ASSOCIATES | 3.75K | Sep 30, 24 | -126 | 0.04% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 10.80K | Mar 31, 24 | -8.19K | 0.12% |
| NORWOOD FINANCIAL CORP | 1.81K | Mar 31, 24 | -- | 0.02% |
| CAMBRIDGE TRUST CO | 500 | Mar 31, 24 | +500 | 0.01% |
| Cetera Advisor Networks LLC | -- | Mar 31, 24 | -4.40K | -- |
| Silicon Hills Wealth Management, LLC | 2.99K | Jun 30, 23 | -1 | 0.03% |
| Andesa Financial Management Inc. | 25.48K | Mar 31, 23 | +14.95K | 0.29% |
| Tillar-Wenstrup Advisors, LLC | 13.29K | Dec 31, 22 | +9.82K | 0.15% |
| Autus Asset Management, LLC | 1.93K | Dec 31, 22 | -- | 0.02% |
| Newfound Research LLC | 25.96K | Sep 30, 22 | -2.17K | 0.30% |
| American Portfolios Advisors | 160 | Sep 30, 22 | -- | 0.00% |
| Mosaic Family Wealth, LLC | 6.82K | Dec 31, 21 | +596 | 0.08% |
| Advisor Group, Inc. | 120 | Dec 31, 19 | +120 | 0.00% |
| Edge Advisors, LLC | 48.19K | Jun 30, 18 | +22.93K | 0.55% |