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Institutional Holders of VFH

There is a long list of 582 institutional holders of VFH within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VFH by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VFH table below, the initial column indicates the name of each top institutional holder of VFH, with a link to that fund's top holdings. The next columns indicate the amount of VFH stock held by each of the institutional holders of VFH, followed by the VFH position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE24,274,586$2,239,573 12/31/2023
     VFH24,274,586$2,239,573 12/31/2023
Varma Mutual Pension Insurance Co8,027,467$740,614 12/31/2023
     VFH8,027,467$740,614 12/31/2023
Morgan Stanley2,722,107$251,142 12/31/2023
     VFH2,722,107$251,142 12/31/2023
Beacon Capital Management Inc.1,671,708$169,729 03/31/2024
     VFH1,671,708$169,729 03/31/2024
UBS Group AG1,729,018$159,519 12/31/2023
     VFH1,729,018$159,519 12/31/2023
Wells Fargo & Company MN1,437,889$132,660 12/31/2023
     VFH1,437,889$132,660 12/31/2023
FMR LLC1,118,209$103,166 12/31/2023
     VFH1,118,209$103,166 12/31/2023
Morningstar Investment Services LLC818,619$75,861 12/31/2023
     VFH818,619$75,861 12/31/2023
Advisors Preferred LLC645,013$59,548 12/31/2023
     VFH645,013$59,548 12/31/2023
Raymond James Financial Services Advisors Inc.575,085$58,883 03/31/2024
     VFH575,085$58,883 03/31/2024
LPL Financial LLC598,467$55,215 12/31/2023
     VFH598,467$55,215 12/31/2023
Green Harvest Asset Management LLC537,594$49,598 12/31/2023
     VFH537,594$49,598 12/31/2023
Royal Bank of Canada527,052$48,625 12/31/2023
     VFH527,052$48,625 12/31/2023
Ameriprise Financial Inc.507,224$46,791 12/31/2023
     VFH507,224$46,791 12/31/2023
Raymond James & Associates431,234$44,154 03/31/2024
     VFH431,234$44,154 03/31/2024
Envestnet Asset Management Inc.439,155$40,516 12/31/2023
     VFH439,155$40,516 12/31/2023
Stifel Financial Corp420,779$38,821 12/31/2023
     VFH420,779$38,821 12/31/2023
M&T Bank Corp415,208$38,307 12/31/2023
     VFH415,208$38,307 12/31/2023
Advisor Group Holdings Inc.366,949$33,864 12/31/2023
     VFH366,949$33,864 12/31/2023
JPMorgan Chase & Co.345,529$31,878 12/31/2023
     VFH345,529$31,878 12/31/2023
KCM Investment Advisors LLC343,593$31,700 12/31/2023
     VFH343,593$31,700 12/31/2023
Executive Wealth Group LLC322,226$31,612 03/31/2024
     VFH322,226$31,612 03/31/2024
Northwestern Mutual Wealth Management Co.248,680$22,943 12/31/2023
     VFH248,680$22,943 12/31/2023
The PNC Financial Services Group Inc.240,722$22,209 12/31/2023
     VFH240,722$22,209 12/31/2023
Synovus Financial Corp228,236$21,069 12/31/2023
     VFH228,236$21,069 12/31/2023
Tiff Advisory Services Inc.213,451$19,693 12/31/2023
     VFH213,451$19,693 12/31/2023
Soros Fund Management LLC174,588$16,107 12/31/2023
     VFH174,588$16,107 12/31/2023
Captrust Financial Advisors173,084$15,969 12/31/2023
     VFH173,084$15,969 12/31/2023
Cedar Mountain Advisors LLC142,771$14,618 03/31/2024
     VFH142,771$14,618 03/31/2024
Full Sail Capital LLC155,335$14,331 12/31/2023
     VFH155,335$14,331 12/31/2023
Commonwealth Equity Services LLC154,858$14,287 12/31/2023
     VFH154,858$14,287 12/31/2023
Trust Co. of Oklahoma138,011$14,131 03/31/2024
     VFH138,011$14,131 03/31/2024
CI Private Wealth LLC152,597$14,079 12/31/2023
     VFH152,597$14,079 12/31/2023
Barclays PLC150,725$13,906 12/31/2023
     VFH150,725$13,906 12/31/2023
CMH Wealth Management LLC135,523$13,876 03/31/2024
     VFH135,523$13,876 03/31/2024
TD Waterhouse Canada Inc.147,090$13,601 12/31/2023
     VFH147,090$13,601 12/31/2023
Avantax Advisory Services Inc.144,456$13,328 12/31/2023
     VFH144,456$13,328 12/31/2023
Rockefeller Capital Management L.P.142,046$13,105 12/31/2023
     VFH142,046$13,105 12/31/2023
Cetera Advisor Networks LLC141,477$13,053 12/31/2023
     VFH141,477$13,053 12/31/2023
WBH Advisory Inc.119,916$12,278 03/31/2024
     VFH119,916$12,278 03/31/2024
Ameritas Advisory Services LLC127,283$11,751 12/31/2023
     VFH127,283$11,751 12/31/2023
Estate Counselors LLC126,280$11,651 12/31/2023
     VFH126,280$11,651 12/31/2023
Marmo Financial Group LLC112,930$11,563 03/31/2024
     VFH112,930$11,563 03/31/2024
HighTower Advisors LLC121,853$11,246 12/31/2023
     VFH121,853$11,246 12/31/2023
Mariner LLC119,180$10,996 12/31/2023
     VFH119,180$10,996 12/31/2023
New York Life Investment Management LLC116,904$10,786 12/31/2023
     VFH116,904$10,786 12/31/2023
Massmutual Trust Co. FSB ADV100,985$10,340 03/31/2024
     VFH100,985$10,340 03/31/2024
Fifth Third Bancorp96,221$9,852 03/31/2024
     VFH96,221$9,852 03/31/2024
Cambridge Investment Research Advisors Inc.106,511$9,827 12/31/2023
     VFH106,511$9,827 12/31/2023
Northeast Financial Consultants Inc105,396$9,724 12/31/2023
     VFH105,396$9,724 12/31/2023

See All: Funds Holding VFH
See Details: Top 10 Hedge Funds Holding VFH
Also See: VFH Holdings Changes

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