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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 65 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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Ritholtz Wealth Management | 420,779 | $55,245 | 12/31/2023 | VFMO | 420,779 | $55,245 | 12/31/2023 | Strategic Financial Services Inc | 274,780 | $36,076 | 12/31/2023 | VFMO | 274,780 | $36,076 | 12/31/2023 | Anderson Hoagland & Co. | 138,544 | $20,358 | 03/31/2024 | VFMO | 138,544 | $20,358 | 03/31/2024 | Cabot Wealth Management Inc. | 129,063 | $16,945 | 12/31/2023 | VFMO | 129,063 | $16,945 | 12/31/2023 | Davidson Investment Advisors | 115,542 | $15,170 | 12/31/2023 | VFMO | 115,542 | $15,170 | 12/31/2023 | Envestnet Asset Management Inc. | 110,625 | $14,524 | 12/31/2023 | VFMO | 110,625 | $14,524 | 12/31/2023 | Schulz Wealth LTD. | 83,393 | $12,616 | 03/31/2024 | VFMO | 83,393 | $12,616 | 03/31/2024 | Symmetry Partners LLC | 73,487 | $11,117 | 03/31/2024 | VFMO | 73,487 | $11,117 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 68,672 | $9,016 | 12/31/2023 | VFMO | 68,672 | $9,016 | 12/31/2023 | Lincoln Capital Corp | 33,688 | $5,096 | 03/31/2024 | VFMO | 33,688 | $5,096 | 03/31/2024 | Armbruster Capital Management Inc. | 37,515 | $4,925 | 12/31/2023 | VFMO | 37,515 | $4,925 | 12/31/2023 | LPL Financial LLC | 37,036 | $4,863 | 12/31/2023 | VFMO | 37,036 | $4,863 | 12/31/2023 | Journey Advisory Group LLC | 33,064 | $4,341 | 12/31/2023 | VFMO | 33,064 | $4,341 | 12/31/2023 | Frisch Financial Group Inc. | 27,440 | $3,603 | 12/31/2023 | VFMO | 27,440 | $3,603 | 12/31/2023 | UMB Bank N A MO | 27,436 | $3,602 | 12/31/2023 | VFMO | 27,436 | $3,602 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 20,815 | $2,733 | 12/31/2023 | VFMO | 20,815 | $2,733 | 12/31/2023 | Wilbanks Smith & Thomas Asset Management LLC | 18,988 | $2,493 | 12/31/2023 | VFMO | 18,988 | $2,493 | 12/31/2023 | Great Valley Advisor Group Inc. | 17,577 | $2,308 | 12/31/2023 | VFMO | 17,577 | $2,308 | 12/31/2023 | Nova R Wealth Inc. | 13,129 | $1,986 | 03/31/2024 | VFMO | 13,129 | $1,986 | 03/31/2024 | Geneos Wealth Management Inc. | 12,826 | $1,684 | 12/31/2023 | VFMO | 12,826 | $1,684 | 12/31/2023 | UBS Group AG | 10,636 | $1,396 | 12/31/2023 | VFMO | 10,636 | $1,396 | 12/31/2023 | Royal Bank of Canada | 10,272 | $1,349 | 12/31/2023 | VFMO | 10,272 | $1,349 | 12/31/2023 | Kestra Advisory Services LLC | 9,633 | $1,265 | 12/31/2023 | VFMO | 9,633 | $1,265 | 12/31/2023 | IAM Advisory LLC | 8,081 | $1,223 | 03/31/2024 | VFMO | 8,081 | $1,223 | 03/31/2024 | Edge Capital Group LLC | 8,302 | $1,090 | 12/31/2023 | VFMO | 8,302 | $1,090 | 12/31/2023 | Aspect Partners LLC | 7,920 | $1,040 | 12/31/2023 | VFMO | 7,920 | $1,040 | 12/31/2023 | BLB&B Advisors LLC | 7,250 | $952 | 12/31/2023 | VFMO | 7,250 | $952 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 5,339 | $701 | 12/31/2023 | VFMO | 5,339 | $701 | 12/31/2023 | MML Investors Services LLC | 4,881 | $641 | 12/31/2023 | VFMO | 4,881 | $641 | 12/31/2023 | Advisor Group Holdings Inc. | 4,464 | $586 | 12/31/2023 | VFMO | 4,464 | $586 | 12/31/2023 | Tectonic Advisors LLC | 4,459 | $585 | 12/31/2023 | VFMO | 4,459 | $585 | 12/31/2023 | Cetera Advisor Networks LLC | 4,404 | $578 | 12/31/2023 | VFMO | 4,404 | $578 | 12/31/2023 | Creative Planning | 4,223 | $554 | 12/31/2023 | VFMO | 4,223 | $554 | 12/31/2023 | Commonwealth Equity Services LLC | 4,118 | $541 | 12/31/2023 | VFMO | 4,118 | $541 | 12/31/2023 | JNB Advisors LLC | 3,714 | $488 | 12/31/2023 | VFMO | 3,714 | $488 | 12/31/2023 | Seed Wealth Management Inc. | 3,230 | $487 | 03/31/2024 | VFMO | 3,230 | $487 | 03/31/2024 | HighTower Advisors LLC | 3,681 | $483 | 12/31/2023 | VFMO | 3,681 | $483 | 12/31/2023 | Principal Securities Inc. | 3,418 | $449 | 12/31/2023 | VFMO | 3,418 | $449 | 12/31/2023 | Buckingham Strategic Partners | 3,231 | $424 | 12/31/2023 | VFMO | 3,231 | $424 | 12/31/2023 | Drive Wealth Management LLC | 3,077 | $404 | 12/31/2023 | VFMO | 3,077 | $404 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 3,016 | $396 | 12/31/2023 | VFMO | 3,016 | $396 | 12/31/2023 | Warren Averett Asset Management LLC | 2,991 | $393 | 12/31/2023 | VFMO | 2,991 | $393 | 12/31/2023 | Thoroughbred Financial Services LLC | 2,934 | $385 | 12/31/2023 | VFMO | 2,934 | $385 | 12/31/2023 | Kathmere Capital Management LLC | 2,427 | $367 | 03/31/2024 | VFMO | 2,427 | $367 | 03/31/2024 | Clear Creek Financial Management LLC | 2,713 | $356 | 12/31/2023 | VFMO | 2,713 | $356 | 12/31/2023 | Caitlin John LLC | 2,700 | $354 | 12/31/2023 | VFMO | 2,700 | $354 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 2,303 | $302 | 12/31/2023 | VFMO | 2,303 | $302 | 12/31/2023 | GSG Advisors LLC | 1,835 | $275 | 03/31/2024 | VFMO | 1,835 | $275 | 03/31/2024 | Norwood Financial Corp | 1,813 | $274 | 03/31/2024 | VFMO | 1,813 | $274 | 03/31/2024 | Lincoln National Corp | 1,973 | $259 | 12/31/2023 | VFMO | 1,973 | $259 | 12/31/2023 | Raymond James & Associates | 1,793 | $235 | 12/31/2023 | VFMO | 1,793 | $235 | 12/31/2023 | Parallel Advisors LLC | 1,740 | $228 | 12/31/2023 | VFMO | 1,740 | $228 | 12/31/2023 | Harbour Investments Inc. | 690 | $91 | 12/31/2023 | VFMO | 690 | $91 | 12/31/2023 | First Horizon Advisors Inc. | 569 | $75 | 12/31/2023 | VFMO | 569 | $75 | 12/31/2023 | AdvisorNet Financial Inc | 365 | $55 | 03/31/2024 | VFMO | 365 | $55 | 03/31/2024 | Atlas Capital Advisors LLC | 182 | $28 | 03/31/2024 | VFMO | 182 | $28 | 03/31/2024 | Barrett & Company Inc. | 125 | $19 | 03/31/2024 | VFMO | 125 | $19 | 03/31/2024 | Castleview Partners LLC | 133 | $17 | 12/31/2023 | VFMO | 133 | $17 | 12/31/2023 | City State Bank | 100 | $15 | 03/31/2024 | VFMO | 100 | $15 | 03/31/2024 | Morgan Stanley | 97 | $13 | 12/31/2023 | VFMO | 97 | $13 | 12/31/2023 | Parkside Financial Bank & Trust | 52 | $7 | 12/31/2023 | VFMO | 52 | $7 | 12/31/2023 | NewSquare Capital LLC | 25 | $3 | 12/31/2023 | VFMO | 25 | $3 | 12/31/2023 | FMR LLC | 14 | $2 | 12/31/2023 | VFMO | 14 | $2 | 12/31/2023 | GHP Investment Advisors Inc. | 18 | $2 | 12/31/2023 | VFMO | 18 | $2 | 12/31/2023 | Wells Fargo & Company MN | 0 | $0 | 12/31/2023 | VFMO | 0 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | VFMO | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of VFMO
See Details: Top 10 Hedge Funds Holding VFMO
Also See: VFMO Holdings Changes
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