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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 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.

HolderAmountPosition Size
($ in 1000's)
 As of
Ritholtz Wealth Management420,779$55,245 12/31/2023
     VFMO420,779$55,245 12/31/2023
Strategic Financial Services Inc 274,780$36,076 12/31/2023
     VFMO274,780$36,076 12/31/2023
Anderson Hoagland & Co.138,544$20,358 03/31/2024
     VFMO138,544$20,358 03/31/2024
Cabot Wealth Management Inc.129,063$16,945 12/31/2023
     VFMO129,063$16,945 12/31/2023
Davidson Investment Advisors115,542$15,170 12/31/2023
     VFMO115,542$15,170 12/31/2023
Envestnet Asset Management Inc.110,625$14,524 12/31/2023
     VFMO110,625$14,524 12/31/2023
Schulz Wealth LTD.83,393$12,616 03/31/2024
     VFMO83,393$12,616 03/31/2024
Symmetry Partners LLC73,487$11,117 03/31/2024
     VFMO73,487$11,117 03/31/2024
Empirical Financial Services LLC d.b.a. Empirical Wealth Management68,672$9,016 12/31/2023
     VFMO68,672$9,016 12/31/2023
Lincoln Capital Corp33,688$5,096 03/31/2024
     VFMO33,688$5,096 03/31/2024
Armbruster Capital Management Inc.37,515$4,925 12/31/2023
     VFMO37,515$4,925 12/31/2023
LPL Financial LLC37,036$4,863 12/31/2023
     VFMO37,036$4,863 12/31/2023
Journey Advisory Group LLC33,064$4,341 12/31/2023
     VFMO33,064$4,341 12/31/2023
Frisch Financial Group Inc.27,440$3,603 12/31/2023
     VFMO27,440$3,603 12/31/2023
UMB Bank N A MO27,436$3,602 12/31/2023
     VFMO27,436$3,602 12/31/2023
Raymond James Financial Services Advisors Inc.20,815$2,733 12/31/2023
     VFMO20,815$2,733 12/31/2023
Wilbanks Smith & Thomas Asset Management LLC18,988$2,493 12/31/2023
     VFMO18,988$2,493 12/31/2023
Great Valley Advisor Group Inc.17,577$2,308 12/31/2023
     VFMO17,577$2,308 12/31/2023
Nova R Wealth Inc.13,129$1,986 03/31/2024
     VFMO13,129$1,986 03/31/2024
Geneos Wealth Management Inc.12,826$1,684 12/31/2023
     VFMO12,826$1,684 12/31/2023
UBS Group AG10,636$1,396 12/31/2023
     VFMO10,636$1,396 12/31/2023
Royal Bank of Canada10,272$1,349 12/31/2023
     VFMO10,272$1,349 12/31/2023
Kestra Advisory Services LLC9,633$1,265 12/31/2023
     VFMO9,633$1,265 12/31/2023
IAM Advisory LLC8,081$1,223 03/31/2024
     VFMO8,081$1,223 03/31/2024
Edge Capital Group LLC8,302$1,090 12/31/2023
     VFMO8,302$1,090 12/31/2023
Aspect Partners LLC7,920$1,040 12/31/2023
     VFMO7,920$1,040 12/31/2023
BLB&B Advisors LLC7,250$952 12/31/2023
     VFMO7,250$952 12/31/2023
Mercer Global Advisors Inc. ADV5,339$701 12/31/2023
     VFMO5,339$701 12/31/2023
MML Investors Services LLC4,881$641 12/31/2023
     VFMO4,881$641 12/31/2023
Advisor Group Holdings Inc.4,464$586 12/31/2023
     VFMO4,464$586 12/31/2023
Tectonic Advisors LLC4,459$585 12/31/2023
     VFMO4,459$585 12/31/2023
Cetera Advisor Networks LLC4,404$578 12/31/2023
     VFMO4,404$578 12/31/2023
Creative Planning4,223$554 12/31/2023
     VFMO4,223$554 12/31/2023
Commonwealth Equity Services LLC4,118$541 12/31/2023
     VFMO4,118$541 12/31/2023
JNB Advisors LLC3,714$488 12/31/2023
     VFMO3,714$488 12/31/2023
Seed Wealth Management Inc.3,230$487 03/31/2024
     VFMO3,230$487 03/31/2024
HighTower Advisors LLC3,681$483 12/31/2023
     VFMO3,681$483 12/31/2023
Principal Securities Inc.3,418$449 12/31/2023
     VFMO3,418$449 12/31/2023
Buckingham Strategic Partners3,231$424 12/31/2023
     VFMO3,231$424 12/31/2023
Drive Wealth Management LLC3,077$404 12/31/2023
     VFMO3,077$404 12/31/2023
Envestnet Portfolio Solutions Inc.3,016$396 12/31/2023
     VFMO3,016$396 12/31/2023
Warren Averett Asset Management LLC2,991$393 12/31/2023
     VFMO2,991$393 12/31/2023
Thoroughbred Financial Services LLC2,934$385 12/31/2023
     VFMO2,934$385 12/31/2023
Kathmere Capital Management LLC2,427$367 03/31/2024
     VFMO2,427$367 03/31/2024
Clear Creek Financial Management LLC2,713$356 12/31/2023
     VFMO2,713$356 12/31/2023
Caitlin John LLC2,700$354 12/31/2023
     VFMO2,700$354 12/31/2023
Cambridge Investment Research Advisors Inc.2,303$302 12/31/2023
     VFMO2,303$302 12/31/2023
GSG Advisors LLC1,835$275 03/31/2024
     VFMO1,835$275 03/31/2024
Norwood Financial Corp1,813$274 03/31/2024
     VFMO1,813$274 03/31/2024
Lincoln National Corp1,973$259 12/31/2023
     VFMO1,973$259 12/31/2023
Raymond James & Associates1,793$235 12/31/2023
     VFMO1,793$235 12/31/2023
Parallel Advisors LLC1,740$228 12/31/2023
     VFMO1,740$228 12/31/2023
Harbour Investments Inc.690$91 12/31/2023
     VFMO690$91 12/31/2023
First Horizon Advisors Inc.569$75 12/31/2023
     VFMO569$75 12/31/2023
AdvisorNet Financial Inc365$55 03/31/2024
     VFMO365$55 03/31/2024
Atlas Capital Advisors LLC182$28 03/31/2024
     VFMO182$28 03/31/2024
Barrett & Company Inc.125$19 03/31/2024
     VFMO125$19 03/31/2024
Castleview Partners LLC133$17 12/31/2023
     VFMO133$17 12/31/2023
City State Bank100$15 03/31/2024
     VFMO100$15 03/31/2024
Morgan Stanley97$13 12/31/2023
     VFMO97$13 12/31/2023
Parkside Financial Bank & Trust52$7 12/31/2023
     VFMO52$7 12/31/2023
NewSquare Capital LLC25$3 12/31/2023
     VFMO25$3 12/31/2023
FMR LLC14$2 12/31/2023
     VFMO14$2 12/31/2023
GHP Investment Advisors Inc.18$2 12/31/2023
     VFMO18$2 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     VFMO0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     VFMO0$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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