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Institutional Holders of VFVA

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Adviser Investments LLC617,620$69,587 12/31/2023
     VFVA617,620$69,587 12/31/2023
Armbruster Capital Management Inc.429,032$48,339 12/31/2023
     VFVA429,032$48,339 12/31/2023
Anderson Hoagland & Co.260,245$29,894 03/31/2024
     VFVA260,245$29,894 03/31/2024
Symmetry Partners LLC176,694$21,087 03/31/2024
     VFVA176,694$21,087 03/31/2024
Sterling Manor Financial LLC129,483$15,453 03/31/2024
     VFVA129,483$15,453 03/31/2024
MorganRosel Wealth Management LLC56,095$6,694 03/31/2024
     VFVA56,095$6,694 03/31/2024
Orion Portfolio Solutions LLC59,465$6,682 12/31/2023
     VFVA59,465$6,682 12/31/2023
UMB Bank N A MO57,187$6,443 12/31/2023
     VFVA57,187$6,443 12/31/2023
Fortis Advisors LLC56,189$6,331 12/31/2023
     VFVA56,189$6,331 12/31/2023
Raymond James Financial Services Advisors Inc.44,157$5,270 03/31/2024
     VFVA44,157$5,270 03/31/2024
EP Wealth Advisors LLC46,069$5,191 12/31/2023
     VFVA46,069$5,191 12/31/2023
Stokes Family Office LLC38,868$4,379 12/31/2023
     VFVA38,868$4,379 12/31/2023
Smart Money Group LLC34,175$3,851 12/31/2023
     VFVA34,175$3,851 12/31/2023
McIlrath & Eck LLC26,625$3,000 12/31/2023
     VFVA26,625$3,000 12/31/2023
Soundmark Wealth Management LLC20,676$2,468 03/31/2024
     VFVA20,676$2,468 03/31/2024
Visionary Wealth Advisors14,766$1,664 12/31/2023
     VFVA14,766$1,664 12/31/2023
Cerity Partners LLC14,198$1,600 12/31/2023
     VFVA14,198$1,600 12/31/2023
Sovereign Financial Group Inc.12,009$1,433 03/31/2024
     VFVA12,009$1,433 03/31/2024
Cresset Asset Management LLC11,942$1,346 12/31/2023
     VFVA11,942$1,346 12/31/2023
UBS Group AG11,430$1,288 12/31/2023
     VFVA11,430$1,288 12/31/2023
LPL Financial LLC10,261$1,156 12/31/2023
     VFVA10,261$1,156 12/31/2023
Compass Advisory Group LLC9,657$1,088 12/31/2023
     VFVA9,657$1,088 12/31/2023
Royal Bank of Canada9,404$1,059 12/31/2023
     VFVA9,404$1,059 12/31/2023
Whittier Trust Co.8,715$982 12/31/2023
     VFVA8,715$982 12/31/2023
Mercer Global Advisors Inc. ADV8,366$943 12/31/2023
     VFVA8,366$943 12/31/2023
Private Advisor Group LLC8,100$913 12/31/2023
     VFVA8,100$913 12/31/2023
Keystone Financial Group7,358$829 12/31/2023
     VFVA7,358$829 12/31/2023
Long Island Wealth Management Inc.6,864$773 12/31/2023
     VFVA6,864$773 12/31/2023
D.A. Davidson & CO.6,170$695 12/31/2023
     VFVA6,170$695 12/31/2023
Wealth Enhancement Advisory Services LLC5,400$644 03/31/2024
     VFVA5,400$644 03/31/2024
Financial Partners Group Inc5,232$589 12/31/2023
     VFVA5,232$589 12/31/2023
Etfidea LLC5,155$581 12/31/2023
     VFVA5,155$581 12/31/2023
Advisor Group Holdings Inc.4,782$539 12/31/2023
     VFVA4,782$539 12/31/2023
Kestra Advisory Services LLC4,573$515 12/31/2023
     VFVA4,573$515 12/31/2023
JNB Advisors LLC4,500$507 12/31/2023
     VFVA4,500$507 12/31/2023
Cambridge Investment Research Advisors Inc.4,169$497 03/31/2024
     VFVA4,169$497 03/31/2024
Kathmere Capital Management LLC4,157$496 03/31/2024
     VFVA4,157$496 03/31/2024
Glenmede Trust Co. NA4,257$480 12/31/2023
     VFVA4,257$480 12/31/2023
Pensionmark Financial Group LLC4,140$466 12/31/2023
     VFVA4,140$466 12/31/2023
CoreFirst Bank & Trust3,724$420 12/31/2023
     VFVA3,724$420 12/31/2023
WBH Advisory Inc.3,167$378 03/31/2024
     VFVA3,167$378 03/31/2024
Two Sigma Investments LP3,300$372 12/31/2023
     VFVA3,300$372 12/31/2023
Goldman Sachs Group Inc.3,261$367 12/31/2023
     VFVA3,261$367 12/31/2023
Sunbelt Securities Inc.3,042$363 03/31/2024
     VFVA3,042$363 03/31/2024
Compass Ion Advisors LLC2,797$334 03/31/2024
     VFVA2,797$334 03/31/2024
Hara Capital LLC2,735$308 12/31/2023
     VFVA2,735$308 12/31/2023
Envestnet Asset Management Inc.2,588$292 12/31/2023
     VFVA2,588$292 12/31/2023
Dakota Wealth Management2,395$286 03/31/2024
     VFVA2,395$286 03/31/2024
Mosaic Family Wealth Partners LLC2,518$284 12/31/2023
     VFVA2,518$284 12/31/2023
Commonwealth Equity Services LLC2,490$281 12/31/2023
     VFVA2,490$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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