VFQY(VFQY)
VFQY
Institutional Ownership
Top 117 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Armbruster Capital Management, Inc. | 191.75K | Jun 30, 26 | +1.32K | 6.91% |
| Capital Advisors, Ltd. LLC | 21.01K | Jun 30, 26 | -1.04K | 0.76% |
| Hobart Private Capital, LLC | 6.03K | Jun 30, 26 | -41.44K | 0.22% |
| Security Financial Services, INC. | 3.30K | Jun 30, 26 | -92 | 0.12% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.17K | Jun 30, 26 | +907 | 0.11% |
| Kraft, Davis & Associates, LLC | 3.12K | Jun 30, 26 | +1 | 0.11% |
| Professional Financial Advisors, LLC | 2.37K | Jun 30, 26 | -- | 0.09% |
| Dynamic Advisor Solutions LLC | 2.19K | Jun 30, 26 | +13 | 0.08% |
| SALEM INVESTMENT COUNSELORS INC | 634 | Jun 30, 26 | -- | 0.02% |
| FIRST COMMUNITY TRUST NA | 450 | Jun 30, 26 | -- | 0.02% |
| Beaird Harris Wealth Management, LLC | 302 | Jun 30, 26 | -- | 0.01% |
| Farther Finance Advisors, LLC | 204 | Jun 30, 26 | -- | 0.01% |
| City State Bank | 100 | Jun 30, 26 | -- | 0.00% |
| LRI Investments, LLC | 50 | Jun 30, 26 | -11 | 0.00% |
| CoreCap Advisors, LLC | -- | Jun 30, 26 | -138 | -- |
| Armbruster Capital Management, Inc. | 190.44K | Mar 31, 26 | +4.40K | 6.87% |
| Foundations Investment Advisors, LLC | 144.06K | Mar 31, 26 | +14.33K | 5.19% |
| Pure Financial Advisors, LLC | 137.00K | Mar 31, 26 | +19.92K | 4.94% |
| Colony Group, LLC | 75.31K | Mar 31, 26 | -2.47K | 2.72% |
| Genesis Wealth Advisors, LLC | 59.40K | Mar 31, 26 | +2.37K | 2.14% |
| BEACON FINANCIAL PLANNING, INC | 28.09K | Mar 31, 26 | +9.05K | 1.01% |
| LPL Financial LLC | 28.00K | Mar 31, 26 | -11.27K | 1.01% |
| Cannon Wealth Management Services, LLC | 27.82K | Mar 31, 26 | +1.28K | 1.00% |
| RAYMOND JAMES FINANCIAL INC | 22.38K | Mar 31, 26 | +13.52K | 0.81% |
| ADVISOR GROUP HOLDINGS, INC. | 19.52K | Mar 31, 26 | -20.36K | 0.70% |
| Royal Fund Management, LLC | 16.84K | Mar 31, 26 | +1.45K | 0.61% |
| TWO SIGMA INVESTMENTS, LP | 15.30K | Mar 31, 26 | +15.30K | 0.55% |
| BANK OF AMERICA CORP /DE/ | 14.80K | Mar 31, 26 | +662 | 0.53% |
| Coastline Trust Co | 14.23K | Mar 31, 26 | -160 | 0.51% |
| M Holdings Securities, Inc. | 14.05K | Mar 31, 26 | -2.37K | 0.51% |
| CI Private Wealth, LLC | 12.93K | Mar 31, 26 | +738 | 0.47% |
| Root Financial Partners, LLC | 12.06K | Mar 31, 26 | +4.15K | 0.43% |
| Chicago Partners Investment Group LLC | 11.79K | Mar 31, 26 | -286 | 0.43% |
| Integrated Wealth Concepts LLC | 9.08K | Mar 31, 26 | +1.35K | 0.33% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 8.31K | Mar 31, 26 | +610 | 0.30% |
| Vise Technologies, Inc. | 5.53K | Mar 31, 26 | -- | 0.20% |
| Caitlin John, LLC | 5.33K | Mar 31, 26 | -217 | 0.19% |
| D.A. DAVIDSON & CO. | 4.92K | Mar 31, 26 | -48 | 0.18% |
| AE Wealth Management LLC | 4.84K | Mar 31, 26 | +1.64K | 0.17% |
| Kathmere Capital Management, LLC | 4.35K | Mar 31, 26 | -- | 0.16% |
| GSG Advisors LLC | 4.30K | Mar 31, 26 | +13 | 0.15% |
| Zhang Financial LLC | 4.25K | Mar 31, 26 | +4.25K | 0.15% |
| Arrowroot Family Office, LLC | 4.24K | Mar 31, 26 | +101 | 0.15% |
| Cambridge Investment Research Advisors, Inc. | 4.08K | Mar 31, 26 | +16 | 0.15% |
| Envestnet Portfolio Solutions, Inc. | 4.00K | Mar 31, 26 | -2.14K | 0.14% |
| Sanctuary Advisors, LLC | 3.53K | Mar 31, 26 | -88 | 0.13% |
| Creative Planning | 3.45K | Mar 31, 26 | -172 | 0.12% |
| BIP Wealth, LLC | 3.40K | Mar 31, 26 | -418 | 0.12% |
| WealthCare Investment Partners, LLC | 3.40K | Mar 31, 26 | +853 | 0.12% |
| NWAM LLC | 3.34K | Mar 31, 26 | -288 | 0.12% |
| COMMONWEALTH EQUITY SERVICES, LLC | 3.32K | Mar 31, 26 | -759 | 0.12% |
| Private Advisor Group, LLC | 3.15K | Mar 31, 26 | -250 | 0.11% |
| Destiny Wealth Partners, LLC | 3.13K | Mar 31, 26 | -- | 0.11% |
| ROYAL BANK OF CANADA | 2.94K | Mar 31, 26 | -25 | 0.11% |
| Cerity Partners LLC | 2.77K | Mar 31, 26 | +1.16K | 0.10% |
| Walkner Condon Financial Advisors LLC | 2.37K | Mar 31, 26 | -- | 0.09% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 2.06K | Mar 31, 26 | -23 | 0.07% |
| KINGSWOOD WEALTH ADVISORS, LLC | 2.00K | Mar 31, 26 | -- | 0.07% |
| JPMORGAN CHASE & CO | 1.80K | Mar 31, 26 | +12 | 0.06% |
| Aptus Capital Advisors, LLC | 1.77K | Mar 31, 26 | +5 | 0.06% |
| MELFA WEALTH MANAGEMENT, LLC | 1.65K | Mar 31, 26 | +52 | 0.06% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.52K | Mar 31, 26 | +1.52K | 0.05% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 1.47K | Mar 31, 26 | -- | 0.05% |
| Blackston Financial Advisory Group, LLC | 1.42K | Mar 31, 26 | -26 | 0.05% |
| Apollon Wealth Management, LLC | 1.41K | Mar 31, 26 | +77 | 0.05% |
| United Advisor Group, LLC | 1.38K | Mar 31, 26 | -- | 0.05% |
| Quotient Wealth Partners, LLC | 1.34K | Mar 31, 26 | -- | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.00K | Mar 31, 26 | -- | 0.04% |
| Center for Financial Planning, Inc. | 900 | Mar 31, 26 | -- | 0.03% |
| IFP Advisors, Inc | 736 | Mar 31, 26 | -- | 0.03% |
| HARBOUR INVESTMENTS, INC. | 531 | Mar 31, 26 | +531 | 0.02% |
| FIFTH THIRD BANCORP | 494 | Mar 31, 26 | +494 | 0.02% |
| Glass Jacobson Investment Advisors llc | 442 | Mar 31, 26 | -- | 0.02% |
| UBS Group AG | 381 | Mar 31, 26 | -375 | 0.01% |
| MORGAN STANLEY | 335 | Mar 31, 26 | -122 | 0.01% |
| Tidemark, LLC | 278 | Mar 31, 26 | -- | 0.01% |
| McIlrath & Eck, LLC | 274 | Mar 31, 26 | -- | 0.01% |
| Horizon Investments, LLC | 264 | Mar 31, 26 | +132 | 0.01% |
| CWM, LLC | 245 | Mar 31, 26 | -- | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 218 | Mar 31, 26 | -220 | 0.01% |
| JNBA Financial Advisors | 216 | Mar 31, 26 | +1 | 0.01% |
| MATHER GROUP, LLC. | 213 | Mar 31, 26 | +213 | 0.01% |
| SIGNATUREFD, LLC | 206 | Mar 31, 26 | -1 | 0.01% |
| Farther Finance Advisors, LLC | 204 | Mar 31, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 170 | Mar 31, 26 | -- | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 159 | Mar 31, 26 | -1 | 0.01% |
| Raleigh Capital Management Inc. | 129 | Mar 31, 26 | -- | 0.00% |
| VANGUARD ADVISERS INC | 114 | Mar 31, 26 | +114 | 0.00% |
| AdvisorNet Financial, Inc | 67 | Mar 31, 26 | -- | 0.00% |
| Rockefeller Capital Management L.P. | 42 | Mar 31, 26 | -- | 0.00% |
| Triumph Capital Management | 37 | Mar 31, 26 | -- | 0.00% |
| TD Capital Management LLC | 36 | Mar 31, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 7 | Mar 31, 26 | -- | 0.00% |
| BlackRock, Inc. | 1 | Mar 31, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Mar 31, 26 | -19 | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Mar 31, 26 | -5.31K | -- |
| Cedar Point Capital Partners, LLC | -- | Mar 31, 26 | -67.14K | -- |
| OLD MISSION CAPITAL LLC | -- | Mar 31, 26 | -5.80K | -- |
| GOLDMAN SACHS GROUP INC | -- | Mar 31, 26 | -4.61K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -574 | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -3.31K | -- |
| COMERICA BANK | 580 | Dec 31, 25 | -- | 0.02% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1.33K | Sep 30, 25 | +1.33K | 0.05% |
| FSA Wealth Management LLC | 26 | Sep 30, 25 | -30 | 0.00% |
| GYL FINANCIAL SYNERGIES, LLC | 68.05K | Sep 30, 24 | +669 | 2.45% |
| Raymond James Financial Services Advisors, Inc. | 5.18K | Sep 30, 24 | +2.23K | 0.19% |
| RAYMOND JAMES & ASSOCIATES | 3.60K | Sep 30, 24 | -137 | 0.13% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 284 | Jun 30, 24 | +284 | 0.01% |
| CAMBRIDGE TRUST CO | 350 | Mar 31, 24 | +350 | 0.01% |
| First Capital Advisors Group, LLC. | 181 | Jun 30, 23 | +181 | 0.01% |
| Andesa Financial Management Inc. | 12.00K | Mar 31, 23 | +6.00K | 0.43% |
| St. James Investment Advisors, LLC | 7 | Dec 31, 22 | -51 | 0.00% |
| EATON VANCE MANAGEMENT | 11.65K | Sep 30, 22 | +90 | 0.42% |
| Mosaic Family Wealth, LLC | 7.80K | Dec 31, 21 | +873 | 0.28% |
| Cardan Capital Partners, LLC | 60.43K | Sep 30, 21 | -570 | 2.18% |
| QCI ASSET MANAGEMENT INC/NY | 6.40K | Sep 30, 21 | -- | 0.23% |
| Advisor Group, Inc. | 150 | Dec 31, 19 | +150 | 0.01% |