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On this page, we present all of the funds holding VFVA from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding VFVA, with a link to that fund's top holdings. The next columns
indicate the amount of VFVA stock held by each of the funds holding VFVA, followed by the VFVA position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 75 funds holding VFVA within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Adviser Investments LLC. For more details on the positions held by Adviser Investments LLC
(or by any of the other funds holding VFVA), click the fund name in the "Holder" column of the funds-holding-VFVA table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Adviser Investments LLC | 614,512 | $73,336 | 03/31/2024 | VFVA | 614,512 | $73,336 | 03/31/2024 | Armbruster Capital Management Inc. | 429,032 | $48,339 | 12/31/2023 | VFVA | 429,032 | $48,339 | 12/31/2023 | Anderson Hoagland & Co. | 260,245 | $29,894 | 03/31/2024 | VFVA | 260,245 | $29,894 | 03/31/2024 | Symmetry Partners LLC | 176,694 | $21,087 | 03/31/2024 | VFVA | 176,694 | $21,087 | 03/31/2024 | Sterling Manor Financial LLC | 129,483 | $15,453 | 03/31/2024 | VFVA | 129,483 | $15,453 | 03/31/2024 | UMB Bank N A MO | 58,341 | $6,962 | 03/31/2024 | VFVA | 58,341 | $6,962 | 03/31/2024 | MorganRosel Wealth Management LLC | 56,095 | $6,694 | 03/31/2024 | VFVA | 56,095 | $6,694 | 03/31/2024 | Orion Portfolio Solutions LLC | 59,465 | $6,682 | 12/31/2023 | VFVA | 59,465 | $6,682 | 12/31/2023 | Fortis Advisors LLC | 56,189 | $6,331 | 12/31/2023 | VFVA | 56,189 | $6,331 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 44,157 | $5,270 | 03/31/2024 | VFVA | 44,157 | $5,270 | 03/31/2024 | EP Wealth Advisors LLC | 46,069 | $5,191 | 12/31/2023 | VFVA | 46,069 | $5,191 | 12/31/2023 | Stokes Family Office LLC | 38,868 | $4,379 | 12/31/2023 | VFVA | 38,868 | $4,379 | 12/31/2023 | Smart Money Group LLC | 34,175 | $3,851 | 12/31/2023 | VFVA | 34,175 | $3,851 | 12/31/2023 | McIlrath & Eck LLC | 26,625 | $3,000 | 12/31/2023 | VFVA | 26,625 | $3,000 | 12/31/2023 | Soundmark Wealth Management LLC | 20,676 | $2,468 | 03/31/2024 | VFVA | 20,676 | $2,468 | 03/31/2024 | Visionary Wealth Advisors | 14,766 | $1,664 | 12/31/2023 | VFVA | 14,766 | $1,664 | 12/31/2023 | Cerity Partners LLC | 14,198 | $1,600 | 12/31/2023 | VFVA | 14,198 | $1,600 | 12/31/2023 | Sovereign Financial Group Inc. | 12,009 | $1,433 | 03/31/2024 | VFVA | 12,009 | $1,433 | 03/31/2024 | Cresset Asset Management LLC | 11,942 | $1,346 | 12/31/2023 | VFVA | 11,942 | $1,346 | 12/31/2023 | UBS Group AG | 11,430 | $1,288 | 12/31/2023 | VFVA | 11,430 | $1,288 | 12/31/2023 | Compass Advisory Group LLC | 9,686 | $1,156 | 03/31/2024 | VFVA | 9,686 | $1,156 | 03/31/2024 | LPL Financial LLC | 10,261 | $1,156 | 12/31/2023 | VFVA | 10,261 | $1,156 | 12/31/2023 | Royal Bank of Canada | 9,404 | $1,059 | 12/31/2023 | VFVA | 9,404 | $1,059 | 12/31/2023 | Whittier Trust Co. | 8,715 | $982 | 12/31/2023 | VFVA | 8,715 | $982 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 8,366 | $943 | 12/31/2023 | VFVA | 8,366 | $943 | 12/31/2023 | Private Advisor Group LLC | 8,100 | $913 | 12/31/2023 | VFVA | 8,100 | $913 | 12/31/2023 | Keystone Financial Group | 7,358 | $829 | 12/31/2023 | VFVA | 7,358 | $829 | 12/31/2023 | Long Island Wealth Management Inc. | 6,864 | $773 | 12/31/2023 | VFVA | 6,864 | $773 | 12/31/2023 | D.A. Davidson & CO. | 6,170 | $695 | 12/31/2023 | VFVA | 6,170 | $695 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 5,400 | $644 | 03/31/2024 | VFVA | 5,400 | $644 | 03/31/2024 | Financial Partners Group Inc | 5,232 | $589 | 12/31/2023 | VFVA | 5,232 | $589 | 12/31/2023 | Etfidea LLC | 5,155 | $581 | 12/31/2023 | VFVA | 5,155 | $581 | 12/31/2023 | Advisor Group Holdings Inc. | 4,782 | $539 | 12/31/2023 | VFVA | 4,782 | $539 | 12/31/2023 | Kestra Advisory Services LLC | 4,573 | $515 | 12/31/2023 | VFVA | 4,573 | $515 | 12/31/2023 | JNB Advisors LLC | 4,500 | $507 | 12/31/2023 | VFVA | 4,500 | $507 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 4,169 | $497 | 03/31/2024 | VFVA | 4,169 | $497 | 03/31/2024 | Kathmere Capital Management LLC | 4,157 | $496 | 03/31/2024 | VFVA | 4,157 | $496 | 03/31/2024 | Glenmede Trust Co. NA | 4,257 | $480 | 12/31/2023 | VFVA | 4,257 | $480 | 12/31/2023 | Pensionmark Financial Group LLC | 4,140 | $466 | 12/31/2023 | VFVA | 4,140 | $466 | 12/31/2023 | Commonwealth Equity Services LLC | 3,572 | $426 | 03/31/2024 | VFVA | 3,572 | $426 | 03/31/2024 | CoreFirst Bank & Trust | 3,724 | $420 | 12/31/2023 | VFVA | 3,724 | $420 | 12/31/2023 | Hara Capital LLC | 3,305 | $394 | 03/31/2024 | VFVA | 3,305 | $394 | 03/31/2024 | WBH Advisory Inc. | 3,167 | $378 | 03/31/2024 | VFVA | 3,167 | $378 | 03/31/2024 | Two Sigma Investments LP | 3,300 | $372 | 12/31/2023 | VFVA | 3,300 | $372 | 12/31/2023 | Goldman Sachs Group Inc. | 3,261 | $367 | 12/31/2023 | VFVA | 3,261 | $367 | 12/31/2023 | Sunbelt Securities Inc. | 3,042 | $363 | 03/31/2024 | VFVA | 3,042 | $363 | 03/31/2024 | Compass Ion Advisors LLC | 2,797 | $334 | 03/31/2024 | VFVA | 2,797 | $334 | 03/31/2024 | Envestnet Asset Management Inc. | 2,588 | $292 | 12/31/2023 | VFVA | 2,588 | $292 | 12/31/2023 | Dakota Wealth Management | 2,395 | $286 | 03/31/2024 | VFVA | 2,395 | $286 | 03/31/2024 | Mosaic Family Wealth Partners LLC | 2,518 | $284 | 12/31/2023 | VFVA | 2,518 | $284 | 12/31/2023 | Melfa Wealth Management LLC | 2,275 | $271 | 03/31/2024 | VFVA | 2,275 | $271 | 03/31/2024 | Chicago Partners Investment Group LLC | 2,329 | $267 | 03/31/2024 | VFVA | 2,329 | $267 | 03/31/2024 | Lam Group Inc. | 2,235 | $267 | 03/31/2024 | VFVA | 2,235 | $267 | 03/31/2024 | Captrust Financial Advisors | 2,139 | $241 | 12/31/2023 | VFVA | 2,139 | $241 | 12/31/2023 | Trilogy Capital Inc. | 1,879 | $224 | 03/31/2024 | VFVA | 1,879 | $224 | 03/31/2024 | Joel Isaacson & Co. LLC | 1,777 | $212 | 03/31/2024 | VFVA | 1,777 | $212 | 03/31/2024 | Parkside Financial Bank & Trust | 1,743 | $196 | 12/31/2023 | VFVA | 1,743 | $196 | 12/31/2023 | National Bank of Canada FI | 944 | $107 | 12/31/2023 | VFVA | 944 | $107 | 12/31/2023 | Qube Research & Technologies Ltd | 940 | $106 | 12/31/2023 | VFVA | 940 | $106 | 12/31/2023 | Atlas Capital Advisors LLC | 815 | $97 | 03/31/2024 | VFVA | 815 | $97 | 03/31/2024 | JNBA Financial Advisors | 569 | $68 | 03/31/2024 | VFVA | 569 | $68 | 03/31/2024 | Pacific Center for Financial Services | 537 | $60 | 12/31/2023 | VFVA | 537 | $60 | 12/31/2023 | True Wealth Design LLC | 425 | $48 | 12/31/2023 | VFVA | 425 | $48 | 12/31/2023 | Morgan Stanley | 366 | $41 | 12/31/2023 | VFVA | 366 | $41 | 12/31/2023 | IFP Advisors Inc | 222 | $25 | 12/31/2023 | VFVA | 222 | $25 | 12/31/2023 | Harbour Investments Inc. | 209 | $24 | 12/31/2023 | VFVA | 209 | $24 | 12/31/2023 | Glass Jacobson Investment Advisors llc | 179 | $21 | 03/31/2024 | VFVA | 179 | $21 | 03/31/2024 | Private Trust Co. NA | 150 | $18 | 03/31/2024 | VFVA | 150 | $18 | 03/31/2024 | Advisory Services Network LLC | 156 | $18 | 12/31/2023 | VFVA | 156 | $18 | 12/31/2023 | Strategic Investment Solutions Inc. IL | 149 | $17 | 12/31/2023 | VFVA | 149 | $17 | 12/31/2023 | Global Retirement Partners LLC | 135 | $16 | 03/31/2024 | VFVA | 135 | $16 | 03/31/2024 | Principal Securities Inc. | 100 | $11 | 12/31/2023 | VFVA | 100 | $11 | 12/31/2023 | FMR LLC | 64 | $7 | 12/31/2023 | VFVA | 64 | $7 | 12/31/2023 | DHJJ Financial Advisors Ltd. | 28 | $3 | 03/31/2024 | VFVA | 28 | $3 | 03/31/2024 | Wells Fargo & Company MN | 1 | $0 | 12/31/2023 | VFVA | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | VFVA | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of VFVA
See Details: Top 10 Hedge Funds Holding VFVA
Also See: VFVA Holdings Changes
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