VFMO

Institutional Ownership

Top 227 Institutional Holders
HolderSharesDateChange% Held
RITHOLTZ WEALTH MANAGEMENT737.64KJun 30, 26+30.44K8.41%
LPL Financial LLC171.60KJun 30, 26+19.73K1.96%
GREAT VALLEY ADVISOR GROUP, INC.165.30KJun 30, 26+4.66K1.88%
RAYMOND JAMES FINANCIAL INC157.00KJun 30, 26+6.96K1.79%
DAVIDSON INVESTMENT ADVISORS156.34KJun 30, 26+2.82K1.78%
ANDERSON HOAGLAND & CO109.86KJun 30, 26-4.36K1.25%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management104.02KJun 30, 26-5.19K1.19%
Cetera Investment Advisers99.60KJun 30, 26+24.13K1.14%
Systelligence, LLC93.48KJun 30, 26-9.56K1.07%
ENVESTNET ASSET MANAGEMENT INC84.13KJun 30, 26-7.71K0.96%
TWO SIGMA INVESTMENTS, LP65.70KJun 30, 26+65.70K0.75%
BANK OF AMERICA CORP /DE/61.02KJun 30, 26+27.63K0.70%
Cambridge Investment Research Advisors, Inc.60.77KJun 30, 26+16.59K0.69%
UBS Group AG57.66KJun 30, 26+14.33K0.66%
WIN ADVISORS, INC53.52KJun 30, 26-2.03K0.61%
Financial Partners Group, Inc53.31KJun 30, 26+5400.61%
CABOT WEALTH MANAGEMENT INC50.28KJun 30, 26-67.24K0.57%
Armbruster Capital Management, Inc.47.52KJun 30, 26-2.10K0.54%
WILEY BROS.-AINTREE CAPITAL, LLC40.95KJun 30, 26+1.54K0.47%
NewEdge Advisors, LLC40.95KJun 30, 26+3.47K0.47%
OPPENHEIMER & CO INC40.46KJun 30, 26+40.46K0.46%
Mariner, LLC39.42KJun 30, 26+25.95K0.45%
BUILDER INVESTMENT GROUP INC /ADV33.69KJun 30, 26+21.77K0.38%
Hobart Private Capital, LLC32.34KJun 30, 26+2920.37%
ROYAL BANK OF CANADA32.30KJun 30, 26+11.48K0.37%
Private Advisor Group, LLC31.63KJun 30, 26+1.46K0.36%
THRIVENT FINANCIAL FOR LUTHERANS30.30KJun 30, 26+30.30K0.35%
COMMONWEALTH EQUITY SERVICES, LLC29.87KJun 30, 26+6.03K0.34%
LINCOLN CAPITAL CORP26.57KJun 30, 26+8600.30%
Financial Freedom, LLC21.09KJun 30, 26+1.86K0.24%
Merit Financial Group, LLC21.01KJun 30, 26-5.54K0.24%
Betterment LLC20.70KJun 30, 26+1140.24%
Stratos Wealth Advisors, LLC19.57KJun 30, 26-7.80K0.22%
UMB Bank, n.a.19.36KJun 30, 26-1220.22%
Kestra Advisory Services, LLC19.27KJun 30, 26+5.58K0.22%
ADVISOR GROUP HOLDINGS, INC.18.88KJun 30, 26+2.80K0.22%
WEDBUSH SECURITIES INC17.87KJun 30, 26+3.73K0.20%
GOLDMAN SACHS GROUP INC17.85KJun 30, 26+17.85K0.20%
Wilkins Miller Wealth Management, LLC14.80KJun 30, 26+5580.17%
Fortis Group Advisors, LLC14.72KJun 30, 26+14.72K0.17%
Redhawk Wealth Advisors, Inc.12.85KJun 30, 26-9.16K0.15%
Compass Ion Advisors, LLC12.17KJun 30, 26+1.80K0.14%
Nova R Wealth, Inc.11.92KJun 30, 26-1170.14%
Farther Finance Advisors, LLC11.15KJun 30, 26-3.63K0.13%
IEQ CAPITAL, LLC11.12KJun 30, 26+1.03K0.13%
Archford Capital Strategies, LLC10.41KJun 30, 26+1.21K0.12%
Janney Montgomery Scott LLC10.34KJun 30, 26+1780.12%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC9.78KJun 30, 26+4350.11%
Aspect Partners, LLC9.33KJun 30, 26-4920.11%
Caitlin John, LLC8.81KJun 30, 26+5950.10%
MY Wealth Management Inc.8.72KJun 30, 26+8.72K0.10%
Valued Retirements, Inc.8.12KJun 30, 26-5120.09%
THOROUGHBRED FINANCIAL SERVICES, LLC8.04KJun 30, 26+2370.09%
IAM Advisory, LLC7.93KJun 30, 26-1920.09%
PFG Advisors7.68KJun 30, 26+7470.09%
MML INVESTORS SERVICES, LLC7.57KJun 30, 26+2.57K0.09%
TFB Advisors LLC7.43KJun 30, 26+5090.08%
BLB&B Advisors, LLC7.25KJun 30, 26--0.08%
Equitable Holdings, Inc.7.25KJun 30, 26+1.27K0.08%
Nova Wealth Management, Inc.7.17KJun 30, 26-5460.08%
FIFTH THIRD BANCORP6.83KJun 30, 26-3400.08%
BENJAMIN EDWARDS INC6.37KJun 30, 26+2.81K0.07%
Toroso Investments, LLC6.25KJun 30, 26+6.25K0.07%
Clearstead Advisors, LLC6.00KJun 30, 26+1250.07%
Quantinno Capital Management LP5.88KJun 30, 26--0.07%
MERCER GLOBAL ADVISORS INC /ADV5.74KJun 30, 26+50.07%
Madison Wealth Partners, Inc5.36KJun 30, 26+5.36K0.06%
Buckingham Strategic Partners5.17KJun 30, 26-5020.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5.17KJun 30, 26+4410.06%
HARBOUR INVESTMENTS, INC.4.80KJun 30, 26+4080.05%
WealthCare Investment Partners, LLC4.70KJun 30, 26+2.51K0.05%
Apollon Wealth Management, LLC4.69KJun 30, 26+5350.05%
Ethos Financial Group, LLC4.59KJun 30, 26+4.59K0.05%
Global Retirement Partners, LLC4.59KJun 30, 26+4.59K0.05%
Concurrent Investment Advisors, LLC3.93KJun 30, 26+1.51K0.04%
Kathmere Capital Management, LLC3.84KJun 30, 26--0.04%
SAGESPRING WEALTH PARTNERS, LLC3.78KJun 30, 26+2760.04%
IFP Advisors, Inc3.63KJun 30, 26+3.52K0.04%
PRINCIPAL SECURITIES, INC.3.56KJun 30, 26-1400.04%
Wealthcare Advisory Partners LLC3.51KJun 30, 26-1080.04%
Belpointe Asset Management LLC3.50KJun 30, 26+130.04%
Diversify Advisory Services, LLC3.48KJun 30, 26+3.48K0.04%
DIVERSIFY WEALTH MANAGEMENT, LLC3.48KJun 30, 26+150.04%
Harbor Asset Planning, Inc.3.46KJun 30, 26+1.04K0.04%
Advisory Services Network, LLC3.41KJun 30, 26+5110.04%
United Advisor Group, LLC3.30KJun 30, 26--0.04%
Resources Investment Advisors, LLC.3.27KJun 30, 26+50.04%
SMITH, MOORE & CO.3.27KJun 30, 26-1130.04%
HRT FINANCIAL LP3.24KJun 30, 26-1.37K0.04%
Cerity Partners LLC3.19KJun 30, 26+3740.04%
Breakwater Capital Group3.11KJun 30, 26-6380.04%
LAZARI CAPITAL MANAGEMENT, INC.3.08KJun 30, 26+10.04%
Virtus Family Office LLC3.03KJun 30, 26+6720.03%
Creative Planning3.01KJun 30, 26-1690.03%
MORGAN STANLEY2.77KJun 30, 26+3540.03%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.56KJun 30, 26+810.03%
Arkadios Wealth Advisors2.53KJun 30, 26+1700.03%
CreativeOne Wealth, LLC2.52KJun 30, 26--0.03%
PARTNERS WEALTH MANAGEMENT, LLC2.44KJun 30, 26-30.03%
PACIFIC SUN FINANCIAL CORP2.42KJun 30, 26--0.03%
Robertson Stephens Wealth Management, LLC2.42KJun 30, 26+7580.03%
Waverly Advisors, LLC2.36KJun 30, 26-570.03%
Holistic Planning, LLC2.34KJun 30, 26+5600.03%
Seed Wealth Management, Inc.2.33KJun 30, 26--0.03%
Signal Advisors Wealth, LLC2.32KJun 30, 26-6210.03%
FLAGSHIP WEALTH ADVISORS, LLC2.25KJun 30, 26--0.03%
DAVIDSON TRUST CO2.22KJun 30, 26--0.03%
D.A. DAVIDSON & CO.2.16KJun 30, 26--0.02%
Chicago Partners Investment Group LLC2.08KJun 30, 26+20.02%
STIFEL FINANCIAL CORP2.06KJun 30, 26+6680.02%
PARK AVENUE SECURITIES LLC1.90KJun 30, 26-4680.02%
SCS Capital Management LLC1.89KJun 30, 26+10.02%
GSG Advisors LLC1.80KJun 30, 26--0.02%
AdvisorNet Financial, Inc1.79KJun 30, 26+1250.02%
Orcam Financial Group1.75KJun 30, 26+30.02%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC1.70KJun 30, 26+1370.02%
ORSER CAPITAL MANAGEMENT, LLC1.66KJun 30, 26+1.66K0.02%
SILVER OAK SECURITIES, INCORPORATED1.63KJun 30, 26+30.02%
Foster Group, Inc.1.55KJun 30, 26-10.02%
Pensionmark Financial Group, LLC1.51KJun 30, 26--0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.50KJun 30, 26+60.02%
Integrated Wealth Concepts LLC1.43KJun 30, 26+1.43K0.02%
Stonehearth Capital Management, LLC1.39KJun 30, 26-1650.02%
Prospera Financial Services Inc1.34KJun 30, 26+1110.02%
Pinnacle Financial Group, LLC / IL1.30KJun 30, 26+1080.01%
Avant Capital LLC1.28KJun 30, 26+20.01%
ALESCO ADVISORS LLC1.27KJun 30, 26--0.01%
Savant Capital, LLC1.24KJun 30, 26+1.24K0.01%
HUNTINGTON NATIONAL BANK1.20KJun 30, 26--0.01%
Clear Creek Financial Management, LLC1.19KJun 30, 26+20.01%
Perigon Wealth Management, LLC1.16KJun 30, 26--0.01%
TCG Advisory Services, LLC1.15KJun 30, 26+1.15K0.01%
Capital Analysts, LLC1.14KJun 30, 26+2160.01%
J.W. COLE ADVISORS, INC.1.11KJun 30, 26+1.11K0.01%
Parallel Advisors, LLC1.10KJun 30, 26--0.01%
KEYBANK NATIONAL ASSOCIATION/OH1.10KJun 30, 26--0.01%
Empirical Finance, LLC1.04KJun 30, 26--0.01%
MELFA WEALTH MANAGEMENT, LLC1.02KJun 30, 26-1610.01%
Proactive Wealth Strategies LLC1.02KJun 30, 26+1.02K0.01%
Ameritas Advisory Services, LLC1.01KJun 30, 26+1.01K0.01%
Private Wealth Partners, LLC1.01KJun 30, 26+1.01K0.01%
MONEY CONCEPTS CAPITAL CORP1.00KJun 30, 26+1.00K0.01%
Fulcrum Equity Management980Jun 30, 26+9800.01%
Savvy Advisors, Inc.939Jun 30, 26+9390.01%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV927Jun 30, 26+9270.01%
Sigma Planning Corp923Jun 30, 26+9230.01%
Baird Financial Group, Inc.866Jun 30, 26+8660.01%
KANE INVESTMENT MANAGEMENT, INC.861Jun 30, 26+8610.01%
Brookwood Investment Group LLC850Jun 30, 26+8500.01%
Meredith Wealth Planning845Jun 30, 26+8450.01%
Main Street Financial Solutions, LLC844Jun 30, 26+8440.01%
Essex Financial Services, Inc.812Jun 30, 26+8120.01%
City State Bank765Jun 30, 26+1650.01%
FMR LLC568Jun 30, 26+5680.01%
PNC FINANCIAL SERVICES GROUP, INC.400Jun 30, 26--0.00%
Steward Partners Investment Advisory, LLC351Jun 30, 26+10.00%
BANK OF MONTREAL /CAN/331Jun 30, 26+3310.00%
Strategic Wealth Partners, Ltd.327Jun 30, 26-250.00%
North Star Investment Management Corp.326Jun 30, 26+10.00%
VANGUARD ADVISERS INC310Jun 30, 26+290.00%
AMERIFLEX GROUP, INC.263Jun 30, 26+2630.00%
Geneos Wealth Management Inc.208Jun 30, 26--0.00%
AE Wealth Management LLC159Jun 30, 26+640.00%
Versant Capital Management, Inc141Jun 30, 26--0.00%
BARRETT & COMPANY, INC.125Jun 30, 26--0.00%
ATLAS CAPITAL ADVISORS LLC110Jun 30, 26-60.00%
Avion Wealth107Jun 30, 26--0.00%
Glass Jacobson Investment Advisors llc105Jun 30, 26--0.00%
Tidemark, LLC67Jun 30, 26--0.00%
SALEM INVESTMENT COUNSELORS INC56Jun 30, 26--0.00%
Horizon Investments, LLC50Jun 30, 26-500.00%
Spire Wealth Management42Jun 30, 26--0.00%
Central Pacific Bank - Trust Division39Jun 30, 26--0.00%
PITTENGER & ANDERSON INC35Jun 30, 26+50.00%
JONES FINANCIAL COMPANIES LLLP20Jun 30, 26+200.00%
ASSETMARK, INC15Jun 30, 26--0.00%
WELLS FARGO & COMPANY/MN13Jun 30, 26+120.00%
HAZLETT, BURT & WATSON, INC.10Jun 30, 26+100.00%
GHP Investment Advisors, Inc.9Jun 30, 26--0.00%
HHM Wealth Advisors, LLC5Jun 30, 26+50.00%
Ashton Thomas Private Wealth, LLC2Jun 30, 26--0.00%
BlackRock, Inc.1Jun 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,285.54KMar 31, 26+1.39K3.25%
Parkside Financial Bank & Trust202Mar 31, 26-130.00%
CWM, LLC85Mar 31, 26--0.00%
Sunbelt Securities, Inc.32Mar 31, 26--0.00%
COMERICA BANK8.16KDec 31, 25--0.09%
Cadence Bank1.20KDec 31, 25--0.01%
Certus Wealth Management, LLC9.08KSep 30, 25-4010.10%
FULLCIRCLE WEALTH LLC--Sep 30, 25-8.05K--
AVANTAX ADVISORY SERVICES, INC.6.42KJun 30, 25+50.07%
Graypoint LLC2.13KJun 30, 25-1100.02%
Atria Wealth Solutions, Inc.1.96KJun 30, 25+1270.02%
First Horizon Advisors, Inc.454Jun 30, 25--0.01%
Orion Portfolio Solutions, LLC1.68KMar 31, 25-4580.02%
Edge Capital Group, LLC1.00KDec 31, 24-5.47K0.01%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC--Dec 31, 24-12.53K--
Raymond James Financial Services Advisors, Inc.19.82KSep 30, 24-940.23%
RAYMOND JAMES & ASSOCIATES3.75KSep 30, 24-1260.04%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC10.80KMar 31, 24-8.19K0.12%
NORWOOD FINANCIAL CORP1.81KMar 31, 24--0.02%
CAMBRIDGE TRUST CO500Mar 31, 24+5000.01%
Cetera Advisor Networks LLC--Mar 31, 24-4.40K--
Silicon Hills Wealth Management, LLC2.99KJun 30, 23-10.03%
Andesa Financial Management Inc.25.48KMar 31, 23+14.95K0.29%
Tillar-Wenstrup Advisors, LLC13.29KDec 31, 22+9.82K0.15%
Autus Asset Management, LLC1.93KDec 31, 22--0.02%
Newfound Research LLC25.96KSep 30, 22-2.17K0.30%
American Portfolios Advisors160Sep 30, 22--0.00%
Mosaic Family Wealth, LLC6.82KDec 31, 21+5960.08%
Advisor Group, Inc.120Dec 31, 19+1200.00%
Edge Advisors, LLC48.19KJun 30, 18+22.93K0.55%
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.