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Funds Holding VFMO

On this page, we present all of the funds holding VFMO from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VFMO, with a link to that fund's top holdings. The next columns indicate the amount of VFMO stock held by each of the funds holding VFMO, followed by the VFMO position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 114 funds holding VFMO within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Ritholtz Wealth Management. For more details on the positions held by Ritholtz Wealth Management (or by any of the other funds holding VFMO), click the fund name in the "Holder" column of the funds-holding-VFMO table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Ritholtz Wealth Management441,345$72,544 12/31/2024
     VFMO441,345$72,544 12/31/2024
Strategic Financial Services Inc 264,902$43,542 12/31/2024
     VFMO264,902$43,542 12/31/2024
Anderson Hoagland & Co.135,719$23,103 12/31/2024
     VFMO135,719$23,103 12/31/2024
Davidson Investment Advisors128,047$21,047 12/31/2024
     VFMO128,047$21,047 12/31/2024
Cabot Wealth Management Inc.110,231$18,119 12/31/2024
     VFMO110,231$18,119 12/31/2024
Systelligence LLC95,969$15,774 12/31/2024
     VFMO95,969$15,774 12/31/2024
LPL Financial LLC85,783$14,100 12/31/2024
     VFMO85,783$14,100 12/31/2024
Schulz Wealth LTD.85,598$14,070 12/31/2024
     VFMO85,598$14,070 12/31/2024
Envestnet Asset Management Inc.82,210$13,232 09/30/2024
     VFMO82,210$13,232 09/30/2024
Raymond James Financial Inc.67,444$11,086 12/31/2024
     VFMO67,444$11,086 12/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management62,657$10,299 12/31/2024
     VFMO62,657$10,299 12/31/2024
Great Valley Advisor Group Inc.55,408$8,918 09/30/2024
     VFMO55,408$8,918 09/30/2024
Armbruster Capital Management Inc.39,740$6,532 12/31/2024
     VFMO39,740$6,532 12/31/2024
Journey Advisory Group LLC34,257$5,145 12/31/2024
     VFMO34,257$5,145 12/31/2024
Lincoln Capital Corp26,866$4,416 12/31/2024
     VFMO26,866$4,416 12/31/2024
UMB Bank N A MO26,199$4,306 12/31/2024
     VFMO26,199$4,306 12/31/2024
Hobart Private Capital LLC20,761$3,412 12/31/2024
     VFMO20,761$3,412 12/31/2024
Raymond James Financial Services Advisors Inc.19,817$3,190 09/30/2024
     VFMO19,817$3,190 09/30/2024
Redhawk Wealth Advisors Inc.18,840$3,097 12/31/2024
     VFMO18,840$3,097 12/31/2024
Cambridge Investment Research Advisors Inc.17,360$2,794 09/30/2024
     VFMO17,360$2,794 09/30/2024
Clear Creek Financial Management LLC15,100$2,482 12/31/2024
     VFMO15,100$2,482 12/31/2024
Commonwealth Equity Services LLC14,629$2,405 12/31/2024
     VFMO14,629$2,405 12/31/2024
Caitlin John LLC13,790$2,267 12/31/2024
     VFMO13,790$2,267 12/31/2024
Nova R Wealth Inc.12,640$2,078 12/31/2024
     VFMO12,640$2,078 12/31/2024
Advisor Group Holdings Inc.12,344$2,023 12/31/2024
     VFMO12,344$2,023 12/31/2024
UBS Group AG12,127$1,952 09/30/2024
     VFMO12,127$1,952 09/30/2024
Merit Financial Group LLC11,378$1,870 12/31/2024
     VFMO11,378$1,870 12/31/2024
Kestra Advisory Services LLC11,155$1,834 12/31/2024
     VFMO11,155$1,834 12/31/2024
Clearstead Advisors LLC9,730$1,599 12/31/2024
     VFMO9,730$1,599 12/31/2024
Stratos Wealth Advisors LLC9,117$1,499 12/31/2024
     VFMO9,117$1,499 12/31/2024
Certus Wealth Management LLC8,375$1,472 12/31/2024
     VFMO8,375$1,472 12/31/2024
Aspect Partners LLC8,421$1,384 12/31/2024
     VFMO8,421$1,384 12/31/2024
IAM Advisory LLC8,313$1,366 12/31/2024
     VFMO8,313$1,366 12/31/2024
Mercer Global Advisors Inc. ADV8,332$1,329 09/30/2024
     VFMO8,332$1,329 09/30/2024
BLB&B Advisors LLC7,250$1,192 12/31/2024
     VFMO7,250$1,192 12/31/2024
Avantax Advisory Services Inc.6,191$1,018 12/31/2024
     VFMO6,191$1,018 12/31/2024
Cetera Investment Advisers5,720$921 09/30/2024
     VFMO5,720$921 09/30/2024
Mariner LLC5,303$854 09/30/2024
     VFMO5,303$854 09/30/2024
International Assets Investment Management LLC5,106$843 12/31/2024
     VFMO5,106$843 12/31/2024
PFG Advisors4,680$769 12/31/2024
     VFMO4,680$769 12/31/2024
Creative Planning4,742$763 09/30/2024
     VFMO4,742$763 09/30/2024
Geneos Wealth Management Inc.4,362$717 12/31/2024
     VFMO4,362$717 12/31/2024
Lazari Capital Management Inc.4,296$706 12/31/2024
     VFMO4,296$706 12/31/2024
Fullcircle Wealth LLC4,262$700 09/30/2024
     VFMO4,262$700 09/30/2024
United Advisor Group LLC4,212$678 09/30/2024
     VFMO4,212$678 09/30/2024
Thoroughbred Financial Services LLC4,126$664 09/30/2024
     VFMO4,126$664 09/30/2024
Royal Bank of Canada4,090$658 09/30/2024
     VFMO4,090$658 09/30/2024
Toroso Investments LLC3,912$630 09/30/2024
     VFMO3,912$630 09/30/2024
Raymond James & Associates3,745$603 09/30/2024
     VFMO3,745$603 09/30/2024
Harbour Investments Inc.3,624$596 12/31/2024
     VFMO3,624$596 12/31/2024
MML Investors Services LLC3,634$585 09/30/2024
     VFMO3,634$585 09/30/2024
Principal Securities Inc.3,414$561 12/31/2024
     VFMO3,414$561 12/31/2024
Belpointe Asset Management LLC3,427$552 09/30/2024
     VFMO3,427$552 09/30/2024
Buckingham Strategic Partners3,397$547 09/30/2024
     VFMO3,397$547 09/30/2024
Atria Wealth Solutions Inc.3,306$543 12/31/2024
     VFMO3,306$543 12/31/2024
Seed Wealth Management Inc.3,230$531 12/31/2024
     VFMO3,230$531 12/31/2024
Warren Averett Asset Management LLC3,181$512 09/30/2024
     VFMO3,181$512 09/30/2024
TFB Advisors LLC3,049$501 12/31/2024
     VFMO3,049$501 12/31/2024
Tectonic Advisors LLC2,899$476 12/31/2024
     VFMO2,899$476 12/31/2024
Envestnet Portfolio Solutions Inc.2,806$461 12/31/2024
     VFMO2,806$461 12/31/2024
Kathmere Capital Management LLC2,487$409 12/31/2024
     VFMO2,487$409 12/31/2024
Wedbush Securities Inc.2,536$408 09/30/2024
     VFMO2,536$408 09/30/2024
Riverview Trust Co2,456$404 12/31/2024
     VFMO2,456$404 12/31/2024
Blake Schutter Theil Wealth Advisors LLC2,423$398 12/31/2024
     VFMO2,423$398 12/31/2024
GWM Advisors LLC2,403$387 09/30/2024
     VFMO2,403$387 09/30/2024
Partners Wealth Management LLC2,307$379 12/31/2024
     VFMO2,307$379 12/31/2024
JNB Advisors LLC2,245$369 12/31/2024
     VFMO2,245$369 12/31/2024
Chicago Partners Investment Group LLC2,064$343 12/31/2024
     VFMO2,064$343 12/31/2024
O Shaughnessy Asset Management LLC2,016$333 09/30/2024
     VFMO2,016$333 09/30/2024
Arkadios Wealth Advisors1,938$319 12/31/2024
     VFMO1,938$319 12/31/2024
AdvisorNet Financial Inc1,902$313 12/31/2024
     VFMO1,902$313 12/31/2024
Sigma Planning Corp1,860$306 12/31/2024
     VFMO1,860$306 12/31/2024
One Wealth Capital Management LLC1,863$306 12/31/2024
     VFMO1,863$306 12/31/2024
GSG Advisors LLC1,835$302 12/31/2024
     VFMO1,835$302 12/31/2024
Susquehanna International Group LLP1,807$291 09/30/2024
     VFMO1,807$291 09/30/2024
Orcam Financial Group1,723$277 09/30/2024
     VFMO1,723$277 09/30/2024
Main Street Financial Solutions LLC1,714$276 09/30/2024
     VFMO1,714$276 09/30/2024
Signature Estate & Investment Advisors LLC1,674$275 12/31/2024
     VFMO1,674$275 12/31/2024
Perigon Wealth Management LLC1,599$270 12/31/2024
     VFMO1,599$270 12/31/2024
Strategic Blueprint LLC1,567$258 12/31/2024
     VFMO1,567$258 12/31/2024
Pacific Sun Financial Corp1,523$250 12/31/2024
     VFMO1,523$250 12/31/2024
Melfa Wealth Management LLC1,519$250 12/31/2024
     VFMO1,519$250 12/31/2024
Robertson Stephens Wealth Management LLC1,464$241 12/31/2024
     VFMO1,464$241 12/31/2024
Two Sigma Securities LLC1,469$236 09/30/2024
     VFMO1,469$236 09/30/2024
Wealthcare Advisory Partners LLC1,358$223 12/31/2024
     VFMO1,358$223 12/31/2024
Avant Capital LLC1,315$216 12/31/2024
     VFMO1,315$216 12/31/2024
Edge Capital Group LLC1,000$164 12/31/2024
     VFMO1,000$164 12/31/2024
IFP Advisors Inc785$129 12/31/2024
     VFMO785$129 12/31/2024
Morgan Stanley780$126 09/30/2024
     VFMO780$126 09/30/2024
First Horizon Advisors Inc.454$75 12/31/2024
     VFMO454$75 12/31/2024
Northwestern Mutual Wealth Management Co.439$72 12/31/2024
     VFMO439$72 12/31/2024
Glass Jacobson Investment Advisors llc447$72 09/30/2024
     VFMO447$72 09/30/2024
Noble Wealth Management PBC375$62 12/31/2024
     VFMO375$62 12/31/2024
Parkside Financial Bank & Trust322$53 12/31/2024
     VFMO322$53 12/31/2024
BlackRock Inc.212$35 12/31/2024
     VFMO212$35 12/31/2024
Steward Partners Investment Advisory LLC203$33 12/31/2024
     VFMO203$33 12/31/2024
Farther Finance Advisors LLC202$33 12/31/2024
     VFMO202$33 12/31/2024
Financial Freedom LLC190$31 12/31/2024
     VFMO190$31 12/31/2024
Castleview Partners LLC133$22 12/31/2024
     VFMO133$22 12/31/2024
Barrett & Company Inc.125$21 12/31/2024
     VFMO125$21 12/31/2024
Coastline Trust Co125$20 09/30/2024
     VFMO125$20 09/30/2024
Atlas Capital Advisors LLC116$19 09/30/2024
     VFMO116$19 09/30/2024
Avion Wealth107$17 12/31/2024
     VFMO107$17 12/31/2024
City State Bank100$16 12/31/2024
     VFMO100$16 12/31/2024
Capital Analysts LLC92$15 09/30/2024
     VFMO92$15 09/30/2024
Spire Wealth Management40$7 12/31/2024
     VFMO40$7 12/31/2024
Central Pacific Bank Trust Division39$6 12/31/2024
     VFMO39$6 12/31/2024
Global Retirement Partners LLC31$5 12/31/2024
     VFMO31$5 12/31/2024
Sunbelt Securities Inc.32$5 09/30/2024
     VFMO32$5 09/30/2024
Allworth Financial LP22$4 12/31/2024
     VFMO22$4 12/31/2024
US Bancorp DE10$2 12/31/2024
     VFMO10$2 12/31/2024
GHP Investment Advisors Inc.9$1 12/31/2024
     VFMO9$1 12/31/2024
Global Wealth Strategies & Associates5$1 12/31/2024
     VFMO5$1 12/31/2024
Wells Fargo & Company MN1$0 09/30/2024
     VFMO1$0 09/30/2024
Proequities Inc.0$0 09/30/2024
     VFMO0$0 09/30/2024

See Summary: Institutional Holders of VFMO
See Details: Top 10 Hedge Funds Holding VFMO
Also See: VFMO Holdings Changes

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