Holdings Channel



VFLO Holdings Changes image
This page summarizes the VFLO holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether VFLO is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing VFLO Share Count
Raymond James & Associates 13,000 42,852 +29,852 +229.63%
Raymond James Financial Services Advisors Inc. 12,710 34,145 +21,435 +168.65%
Commonwealth Equity Services LLC 20,517 41,315 +20,798 +101.37%
Global Retirement Partners LLC 350 351 +1 +0.29%
13F Filers Reporting New Positions In VFLO
Proequities Inc. 0 0 UNCH 100%
Hartline Investment Corp 0 8,132 +8,132 +100%
Brown Advisory Inc. 0 6,496 +6,496 +100%
Miracle Mile Advisors LLC 0 2,212,067 +2,212,067 +100%
Bay Colony Advisory Group Inc d b a Bay Colony Advisors 0 8,132 +8,132 +100%
13F Filers Decreasing VFLO Share Count
Financial Enhancement Group LLC 24,072 22,755 -1,317 -5.47%
Financial Designs Corp 256,044 250,933 -5,111 -2.00%

See Summary: Institutional Holders of VFLO
See Details: Top 10 Hedge Funds Holding VFLO

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