VFVA(VFVA)
VFVA
Institutional Ownership
Top 202 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 524.68K | Jun 30, 26 | +25.52K | 9.74% |
| Armbruster Capital Management, Inc. | 431.78K | Jun 30, 26 | -188 | 8.02% |
| Equitable Holdings, Inc. | 246.32K | Jun 30, 26 | +30.75K | 4.57% |
| ANDERSON HOAGLAND & CO | 243.85K | Jun 30, 26 | -4.58K | 4.53% |
| BURRUS FINANCIAL SERVICES, INC. | 195.00K | Jun 30, 26 | -3.47K | 3.62% |
| MENORA MIVTACHIM HOLDINGS LTD. | 93.34K | Jun 30, 26 | -- | 1.73% |
| BANK OF AMERICA CORP /DE/ | 77.12K | Jun 30, 26 | +4.13K | 1.43% |
| Adviser Investments LLC | 72.69K | Jun 30, 26 | -4.01K | 1.35% |
| LPL Financial LLC | 70.56K | Jun 30, 26 | +3.53K | 1.31% |
| UMB Bank, n.a. | 48.90K | Jun 30, 26 | -1.41K | 0.91% |
| Capital Advisors Wealth Management, LLC | 42.70K | Jun 30, 26 | +427 | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 33.28K | Jun 30, 26 | -512 | 0.62% |
| EP Wealth Advisors, LLC | 32.81K | Jun 30, 26 | -755 | 0.61% |
| Lebenthal Global Advisors, LLC | 31.08K | Jun 30, 26 | -118 | 0.58% |
| Sequoia Financial Advisors, LLC | 26.36K | Jun 30, 26 | +11 | 0.49% |
| ROYAL BANK OF CANADA | 23.28K | Jun 30, 26 | +4.29K | 0.43% |
| ADVISOR GROUP HOLDINGS, INC. | 23.05K | Jun 30, 26 | -1.55K | 0.43% |
| Savant Capital, LLC | 16.38K | Jun 30, 26 | +7.63K | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 14.10K | Jun 30, 26 | +5.90K | 0.26% |
| Cerity Partners LLC | 13.71K | Jun 30, 26 | -895 | 0.25% |
| Sovereign Financial Group, Inc. | 12.74K | Jun 30, 26 | -566 | 0.24% |
| Compass Advisory Group LLC | 11.23K | Jun 30, 26 | +49 | 0.21% |
| BROWN ADVISORY INC | 10.78K | Jun 30, 26 | -3.62K | 0.20% |
| Seven Bridges Advisors LLC | 10.12K | Jun 30, 26 | +10.12K | 0.19% |
| UBS Group AG | 10.09K | Jun 30, 26 | +204 | 0.19% |
| Long Island Wealth Management, Inc. | 9.88K | Jun 30, 26 | +1.27K | 0.18% |
| Cambridge Investment Research Advisors, Inc. | 9.83K | Jun 30, 26 | -481 | 0.18% |
| Visionary Wealth Advisors | 9.09K | Jun 30, 26 | -201 | 0.17% |
| WHITTIER TRUST CO | 9.09K | Jun 30, 26 | +33 | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.95K | Jun 30, 26 | -4.20K | 0.17% |
| CoreFirst Bank & Trust | 8.84K | Jun 30, 26 | +5 | 0.16% |
| Keystone Financial Group | 8.81K | Jun 30, 26 | +71 | 0.16% |
| Hara Capital LLC | 8.57K | Jun 30, 26 | +964 | 0.16% |
| Kathmere Capital Management, LLC | 7.51K | Jun 30, 26 | -- | 0.14% |
| Rockingstone Advisors LLC | 7.19K | Jun 30, 26 | -- | 0.13% |
| BANK OF MONTREAL /CAN/ | 7.00K | Jun 30, 26 | -85 | 0.13% |
| STIFEL FINANCIAL CORP | 6.30K | Jun 30, 26 | +6.30K | 0.12% |
| Mariner, LLC | 6.01K | Jun 30, 26 | -- | 0.11% |
| D.A. DAVIDSON & CO. | 5.58K | Jun 30, 26 | -- | 0.10% |
| Financial Engines Advisors L.L.C. | 5.43K | Jun 30, 26 | -48 | 0.10% |
| CI Private Wealth, LLC | 5.35K | Jun 30, 26 | +5.35K | 0.10% |
| Financial Partners Group, Inc | 5.23K | Jun 30, 26 | +4 | 0.10% |
| Stonehearth Capital Management, LLC | 5.12K | Jun 30, 26 | -1.15K | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.50K | Jun 30, 26 | +18 | 0.08% |
| Essex Financial Services, Inc. | 4.42K | Jun 30, 26 | +39 | 0.08% |
| Private Advisor Group, LLC | 4.05K | Jun 30, 26 | -- | 0.08% |
| Quantinno Capital Management LP | 4.02K | Jun 30, 26 | +1.82K | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.92K | Jun 30, 26 | +2.36K | 0.07% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.12K | Jun 30, 26 | -- | 0.06% |
| Sanctuary Advisors, LLC | 3.04K | Jun 30, 26 | +9 | 0.06% |
| CIBC WORLD MARKET INC. | 2.70K | Jun 30, 26 | -- | 0.05% |
| Smart Money Group LLC | 2.55K | Jun 30, 26 | +41 | 0.05% |
| Brinker Capital Investments, LLC | 2.42K | Jun 30, 26 | -347 | 0.04% |
| Integrated Wealth Concepts LLC | 2.35K | Jun 30, 26 | -127 | 0.04% |
| CENTAURUS FINANCIAL, INC. | 2.34K | Jun 30, 26 | -2.55K | 0.04% |
| MELFA WEALTH MANAGEMENT, LLC | 2.10K | Jun 30, 26 | -98 | 0.04% |
| Werba Rubin Papier Wealth Management | 2.07K | Jun 30, 26 | +2 | 0.04% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 1.97K | Jun 30, 26 | -29 | 0.04% |
| Exit Wealth Advisors, LLC. | 1.79K | Jun 30, 26 | +8 | 0.03% |
| Pensionmark Financial Group, LLC | 1.78K | Jun 30, 26 | -88 | 0.03% |
| MOTIVE WEALTH ADVISORS | 1.77K | Jun 30, 26 | -- | 0.03% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.58K | Jun 30, 26 | -- | 0.03% |
| Daviman Financial, LLC | 1.55K | Jun 30, 26 | -- | 0.03% |
| LAM GROUP, INC. | 1.45K | Jun 30, 26 | -- | 0.03% |
| ENVESTNET ASSET MANAGEMENT INC | 1.38K | Jun 30, 26 | +1.38K | 0.03% |
| Summit Financial, LLC | 1.37K | Jun 30, 26 | +1.37K | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 1.04K | Jun 30, 26 | -81 | 0.02% |
| MANNING & NAPIER ADVISORS LLC | 946 | Jun 30, 26 | -- | 0.02% |
| MORGAN STANLEY | 866 | Jun 30, 26 | -109 | 0.02% |
| ATLAS CAPITAL ADVISORS LLC | 815 | Jun 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 707 | Jun 30, 26 | -1.01K | 0.01% |
| Pacific Center for Financial Services | 554 | Jun 30, 26 | +1 | 0.01% |
| VANGUARD ADVISERS INC | 432 | Jun 30, 26 | -1 | 0.01% |
| INVESTMENT COUNSEL CO OF NEVADA | 343 | Jun 30, 26 | +343 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 340 | Jun 30, 26 | -- | 0.01% |
| True Wealth Design, LLC | 312 | Jun 30, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 210 | Jun 30, 26 | +209 | 0.00% |
| Glass Jacobson Investment Advisors llc | 204 | Jun 30, 26 | +18 | 0.00% |
| US BANCORP \DE\ | 175 | Jun 30, 26 | -- | 0.00% |
| Steward Partners Investment Advisory, LLC | 175 | Jun 30, 26 | +175 | 0.00% |
| PRIVATE TRUST CO NA | 150 | Jun 30, 26 | -- | 0.00% |
| Farther Finance Advisors, LLC | 107 | Jun 30, 26 | -- | 0.00% |
| SHP Wealth Management | 100 | Jun 30, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | Jun 30, 26 | -- | 0.00% |
| TD Waterhouse Canada Inc. | 70 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 65 | Jun 30, 26 | +65 | 0.00% |
| CX Institutional | 63 | Jun 30, 26 | +63 | 0.00% |
| IFP Advisors, Inc | 37 | Jun 30, 26 | +37 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 28 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 10 | Jun 30, 26 | -- | 0.00% |
| Central Pacific Bank - Trust Division | 6 | Jun 30, 26 | -- | 0.00% |
| Abound Wealth Management | 3 | Jun 30, 26 | +3 | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | Jun 30, 26 | -45 | 0.00% |
| Foundations Investment Advisors, LLC | -- | Jun 30, 26 | -2.65K | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -2.19K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -1.68K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -31 | -- |
| MBM Wealth Consultants, LLC | -- | Jun 30, 26 | -775 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -252 | -- |
| BLAIR WILLIAM & CO/IL | -- | Jun 30, 26 | -2 | -- |
| AMERIFLEX GROUP, INC. | -- | Jun 30, 26 | -42 | -- |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 499.16K | Mar 31, 26 | -20.69K | 9.27% |
| Armbruster Capital Management, Inc. | 431.97K | Mar 31, 26 | +3.75K | 8.02% |
| ANDERSON HOAGLAND & CO | 248.43K | Mar 31, 26 | +891 | 4.61% |
| Equitable Holdings, Inc. | 215.57K | Mar 31, 26 | +26.73K | 4.00% |
| BURRUS FINANCIAL SERVICES, INC. | 198.47K | Mar 31, 26 | +16.48K | 3.68% |
| MENORA MIVTACHIM HOLDINGS LTD. | 93.34K | Mar 31, 26 | -3.38K | 1.73% |
| Adviser Investments LLC | 76.70K | Mar 31, 26 | -6.31K | 1.42% |
| BANK OF AMERICA CORP /DE/ | 72.99K | Mar 31, 26 | +5.57K | 1.36% |
| LPL Financial LLC | 67.03K | Mar 31, 26 | +5.76K | 1.24% |
| Sterling Manor Financial, LLC | 59.12K | Mar 31, 26 | -3.40K | 1.10% |
| UMB Bank, n.a. | 50.31K | Mar 31, 26 | -85 | 0.93% |
| Capital Advisors Wealth Management, LLC | 42.27K | Mar 31, 26 | +327 | 0.78% |
| RAYMOND JAMES FINANCIAL INC | 33.79K | Mar 31, 26 | -84 | 0.63% |
| EP Wealth Advisors, LLC | 33.56K | Mar 31, 26 | -49 | 0.62% |
| Lebenthal Global Advisors, LLC | 31.20K | Mar 31, 26 | +236 | 0.58% |
| Sequoia Financial Advisors, LLC | 26.35K | Mar 31, 26 | +9 | 0.49% |
| ADVISOR GROUP HOLDINGS, INC. | 24.60K | Mar 31, 26 | +4.35K | 0.46% |
| ROYAL BANK OF CANADA | 18.99K | Mar 31, 26 | -693 | 0.35% |
| McIlrath & Eck, LLC | 15.12K | Mar 31, 26 | -2.44K | 0.28% |
| Cerity Partners LLC | 14.60K | Mar 31, 26 | -8 | 0.27% |
| BROWN ADVISORY INC | 14.41K | Mar 31, 26 | -- | 0.27% |
| Sovereign Financial Group, Inc. | 13.31K | Mar 31, 26 | -55 | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 13.15K | Mar 31, 26 | +4.55K | 0.24% |
| Compass Advisory Group LLC | 11.18K | Mar 31, 26 | +877 | 0.21% |
| Cambridge Investment Research Advisors, Inc. | 10.31K | Mar 31, 26 | -38 | 0.19% |
| UBS Group AG | 9.89K | Mar 31, 26 | +2.29K | 0.18% |
| Visionary Wealth Advisors | 9.29K | Mar 31, 26 | -177 | 0.17% |
| WHITTIER TRUST CO | 9.06K | Mar 31, 26 | +34 | 0.17% |
| CoreFirst Bank & Trust | 8.83K | Mar 31, 26 | -1.83K | 0.16% |
| Savant Capital, LLC | 8.75K | Mar 31, 26 | -131 | 0.16% |
| Keystone Financial Group | 8.74K | Mar 31, 26 | +75 | 0.16% |
| TWO SIGMA INVESTMENTS, LP | 8.20K | Mar 31, 26 | -3.20K | 0.15% |
| Kathmere Capital Management, LLC | 7.51K | Mar 31, 26 | -- | 0.14% |
| BANK OF MONTREAL /CAN/ | 7.09K | Mar 31, 26 | -- | 0.13% |
| Stonehearth Capital Management, LLC | 6.27K | Mar 31, 26 | -86 | 0.12% |
| D.A. DAVIDSON & CO. | 5.58K | Mar 31, 26 | -70 | 0.10% |
| Financial Engines Advisors L.L.C. | 5.48K | Mar 31, 26 | -80 | 0.10% |
| Financial Partners Group, Inc | 5.23K | Mar 31, 26 | -2 | 0.10% |
| CENTAURUS FINANCIAL, INC. | 4.89K | Mar 31, 26 | -2.20K | 0.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 4.48K | Mar 31, 26 | +136 | 0.08% |
| Essex Financial Services, Inc. | 4.39K | Mar 31, 26 | +11 | 0.08% |
| Private Advisor Group, LLC | 4.05K | Mar 31, 26 | -2.08K | 0.08% |
| Sunbelt Securities, Inc. | 3.34K | Mar 31, 26 | -- | 0.06% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3.12K | Mar 31, 26 | -- | 0.06% |
| Sanctuary Advisors, LLC | 3.03K | Mar 31, 26 | -588 | 0.06% |
| CIBC WORLD MARKET INC. | 2.70K | Mar 31, 26 | +2.70K | 0.05% |
| Foundations Investment Advisors, LLC | 2.65K | Mar 31, 26 | +2.65K | 0.05% |
| Smart Money Group LLC | 2.51K | Mar 31, 26 | +8 | 0.05% |
| Integrated Wealth Concepts LLC | 2.48K | Mar 31, 26 | +308 | 0.05% |
| Quantinno Capital Management LP | 2.20K | Mar 31, 26 | +494 | 0.04% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.19K | Mar 31, 26 | +2.19K | 0.04% |
| Pensionmark Financial Group, LLC | 1.87K | Mar 31, 26 | -- | 0.03% |
| Parkside Financial Bank & Trust | 1.79K | Mar 31, 26 | -21 | 0.03% |
| MOTIVE WEALTH ADVISORS | 1.77K | Mar 31, 26 | -174 | 0.03% |
| JPMORGAN CHASE & CO | 1.72K | Mar 31, 26 | +1.72K | 0.03% |
| CITADEL ADVISORS LLC | 1.68K | Mar 31, 26 | +1.68K | 0.03% |
| Leonard Rickey Investment Advisors P.L.L.C. | 1.58K | Mar 31, 26 | -- | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.57K | Mar 31, 26 | -1.13K | 0.03% |
| NATIONAL BANK OF CANADA /FI/ | 1.13K | Mar 31, 26 | -85 | 0.02% |
| MORGAN STANLEY | 975 | Mar 31, 26 | +71 | 0.02% |
| MANNING & NAPIER ADVISORS LLC | 946 | Mar 31, 26 | -- | 0.02% |
| ATLAS CAPITAL ADVISORS LLC | 815 | Mar 31, 26 | -- | 0.02% |
| MBM Wealth Consultants, LLC | 775 | Mar 31, 26 | +775 | 0.01% |
| Pacific Center for Financial Services | 553 | Mar 31, 26 | +4 | 0.01% |
| VANGUARD ADVISERS INC | 433 | Mar 31, 26 | +433 | 0.01% |
| HARBOUR INVESTMENTS, INC. | 340 | Mar 31, 26 | +340 | 0.01% |
| US BANCORP \DE\ | 175 | Mar 31, 26 | -- | 0.00% |
| PRIVATE TRUST CO NA | 150 | Mar 31, 26 | -- | 0.00% |
| SHP Wealth Management | 100 | Mar 31, 26 | -- | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | Mar 31, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 46 | Mar 31, 26 | -- | 0.00% |
| Advisory Services Network, LLC | 31 | Mar 31, 26 | +31 | 0.00% |
| DHJJ Financial Advisors, Ltd. | 28 | Mar 31, 26 | -- | 0.00% |
| Triumph Capital Management | 10 | Mar 31, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 2 | Mar 31, 26 | -5 | 0.00% |
| WELLS FARGO & COMPANY/MN | 1 | Mar 31, 26 | -- | 0.00% |
| Stokes Family Office, LLC | -- | Mar 31, 26 | -2.07K | -- |
| EASTERN BANK | -- | Mar 31, 26 | -23 | -- |
| CITIGROUP INC | -- | Mar 31, 26 | -1 | -- |
| Fortis Advisors, LLC | -- | Mar 31, 26 | -6.47K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -728 | -- |
| GOLDMAN SACHS GROUP INC | -- | Mar 31, 26 | -3.26K | -- |
| Glenmede Investment Management, LP | 5.81K | Sep 30, 25 | +5.81K | 0.11% |
| Parkworth Wealth Management, Inc. | 8.57K | Jun 30, 25 | -4 | 0.16% |
| Graypoint LLC | 2.42K | Jun 30, 25 | -- | 0.04% |
| Orion Portfolio Solutions, LLC | 3.63K | Mar 31, 25 | +22 | 0.07% |
| Raymond James Financial Services Advisors, Inc. | 66.70K | Sep 30, 24 | +15.57K | 1.24% |
| ETFIDEA, LLC | 3.55K | Sep 30, 24 | -268 | 0.07% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 20.68K | Mar 31, 24 | -6.62K | 0.38% |
| Milestone Advisory Partners | 71.27K | Sep 30, 23 | +14.45K | 1.32% |
| Andesa Financial Management Inc. | 44.57K | Mar 31, 23 | +24.30K | 0.83% |
| Tillar-Wenstrup Advisors, LLC | 33.48K | Dec 31, 22 | -3.36K | 0.62% |
| Claraphi Advisory Network, LLC | 10.66K | Dec 31, 22 | +10.66K | 0.20% |
| Covington Capital Management | 3.30K | Sep 30, 22 | -2.51K | 0.06% |
| American Portfolios Advisors | 547 | Sep 30, 22 | +547 | 0.01% |
| Titus Wealth Management | 5.63K | Jun 30, 22 | -- | 0.10% |
| Mosaic Family Wealth, LLC | 9.67K | Dec 31, 21 | +1.04K | 0.18% |
| Pantheon Investment Group, LLC | 6.66K | Dec 31, 21 | +2.26K | 0.12% |
| QCI ASSET MANAGEMENT INC/NY | 5.30K | Sep 30, 21 | -- | 0.10% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 395 | Dec 31, 19 | -- | 0.01% |
| Advisor Group, Inc. | 173 | Dec 31, 19 | +173 | 0.00% |
