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There is a long list of 74 institutional holders of VFVA 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 VFVA by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VFVA table below,
the initial column indicates the name of each top institutional holder of VFVA, with a link to that fund's top holdings. The next columns
indicate the amount of VFVA stock held by each of the institutional holders of VFVA, followed by the VFVA position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Adviser Investments LLC | 617,620 | $69,587 | 12/31/2023 | VFVA | 617,620 | $69,587 | 12/31/2023 | 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 | 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 | UMB Bank N A MO | 57,187 | $6,443 | 12/31/2023 | VFVA | 57,187 | $6,443 | 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 | LPL Financial LLC | 10,261 | $1,156 | 12/31/2023 | VFVA | 10,261 | $1,156 | 12/31/2023 | Compass Advisory Group LLC | 9,657 | $1,088 | 12/31/2023 | VFVA | 9,657 | $1,088 | 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 | CoreFirst Bank & Trust | 3,724 | $420 | 12/31/2023 | VFVA | 3,724 | $420 | 12/31/2023 | 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 | Hara Capital LLC | 2,735 | $308 | 12/31/2023 | VFVA | 2,735 | $308 | 12/31/2023 | 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 | Commonwealth Equity Services LLC | 2,490 | $281 | 12/31/2023 | VFVA | 2,490 | $281 | 12/31/2023 |
See All: Funds Holding VFVA
See Details: Top 10 Hedge Funds Holding VFVA
Also See: VFVA Holdings Changes
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