Who owns VFMO
Which tracked institutional funds hold VFMO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VFMO company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VFMO is one-sided between 2026-Q1 and 2026-Q2: 74 added or opened and 11 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VFMO’s largest tracked holder by dollar value, RITHOLTZ WEALTH MANAGEMENT, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VFMO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 185 tracked filers holding VFMO, 114 increased or opened the position and 65 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VFMO between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- TWO SIGMA INVESTMENTS, LP$16M
- NewEdge Advisors, LLC$10M
- OPPENHEIMER & CO INC$10M
- GOLDMAN SACHS GROUP INC$4M
- Fortis Group Advisors, LLC$4M
- MY Wealth Management Inc.$2M
Full exits 8
- Cambridge Investment Research Advisors, Inc.$9M
- Betterment LLC$4M
- WEDBUSH SECURITIES INC$3M
- Janney Montgomery Scott LLC$2M
- THOROUGHBRED FINANCIAL SERVICES, LLC$2M
- Elevation Capital Advisory, LLC$1M
Largest adds
- RITHOLTZ WEALTH MANAGEMENT$45M
- DAVIDSON INVESTMENT ADVISORS$20M
- LPL Financial LLC$13M
- Strategic Financial Services, Inc.$12M
- Cetera Investment Advisers$10M
- RAYMOND JAMES FINANCIAL INC$10M
Largest trims
- CABOT WEALTH MANAGEMENT INC$11M
- Redhawk Wealth Advisors, Inc.$1M
- Stratos Wealth Advisors, LLC$512K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT added | 737,643 | $184M | 21.7% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 273,656 | $68M | 8.0% | 2026-Q2 |
| LPL Financial LLC added | 171,600 | $43M | 5.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 165,303 | $41M | 4.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 156,997 | $39M | 4.6% | 2026-Q2 |
| DAVIDSON INVESTMENT ADVISORS added | 156,341 | $39M | 4.6% | 2026-Q2 |
| ANDERSON HOAGLAND & CO trimmed | 109,865 | $27M | 3.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 104,019 | $26M | 3.1% | 2026-Q2 |
| Cetera Investment Advisers added | 99,597 | $25M | 2.9% | 2026-Q2 |
| Systelligence, LLC trimmed | 93,485 | $23M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 84,133 | $21M | 2.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 65,700 | $16M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 61,024 | $15M | 1.8% | 2026-Q2 |
| UBS Group AG added | 57,661 | $14M | 1.7% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 53,521 | $13M | 1.6% | 2026-Q2 |
| Financial Partners Group, Inc added | 53,315 | $13M | 1.6% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC trimmed | 50,284 | $13M | 1.5% | 2026-Q2 |
| Armbruster Capital Management, Inc. trimmed | 47,516 | $12M | 1.4% | 2026-Q2 |
| &PARTNERS added | 40,952 | $10M | 1.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 40,946 | $10M | 1.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 40,457 | $10M | 1.2% | 2026-Q2 |
| Mariner, LLC added | 39,420 | $10M | 1.2% | 2026-Q2 |
| BUILDER INVESTMENT GROUP INC /ADV added | 33,690 | $8M | 1.0% | 2026-Q2 |
| Hobart Private Capital, LLC added | 32,338 | $8M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 32,297 | $8M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 31,630 | $8M | 0.9% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 29,870 | $7M | 0.9% | 2026-Q2 |
| LINCOLN CAPITAL CORP added | 26,571 | $7M | 0.8% | 2026-Q2 |
| Financial Freedom, LLC added | 21,091 | $5M | 0.6% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 21,013 | $5M | 0.6% | 2026-Q2 |
| Stratos Wealth Advisors, LLC trimmed | 19,571 | $5M | 0.6% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 19,356 | $5M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 19,270 | $5M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 18,876 | $5M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 17,846 | $4M | 0.5% | 2026-Q2 |
| Wilkins Miller Wealth Management, LLC added | 14,800 | $4M | 0.4% | 2026-Q2 |
| Fortis Group Advisors, LLC new | 14,722 | $4M | 0.4% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 12,853 | $3M | 0.4% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 12,170 | $3M | 0.4% | 2026-Q2 |
| Nova R Wealth, Inc. trimmed | 11,920 | $3M | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 11,147 | $3M | 0.3% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 11,116 | $3M | 0.3% | 2026-Q2 |
| Archford Capital Strategies, LLC added | 10,409 | $3M | 0.3% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 9,783 | $2M | 0.3% | 2026-Q2 |
| Aspect Partners, LLC trimmed | 9,331 | $2M | 0.3% | 2026-Q2 |
| Caitlin John, LLC added | 8,811 | $2M | 0.3% | 2026-Q2 |
| MY Wealth Management Inc. new | 8,717 | $2M | 0.3% | 2026-Q2 |
| Valued Retirements, Inc. trimmed | 8,115 | $2M | 0.2% | 2026-Q2 |
| IAM Advisory, LLC trimmed | 7,927 | $2M | 0.2% | 2026-Q2 |
| PFG Advisors added | 7,680 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,567 | $2M | 0.2% | 2026-Q2 |
| Blom & Howell Financial Planning, Inc. added | 7,518 | $2M | 0.2% | 2026-Q2 |
| TFB Advisors LLC added | 7,434 | $2M | 0.2% | 2026-Q2 |
| BLB&B Advisors, LLC | 7,250 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 7,248 | $2M | 0.2% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 7,172 | $2M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 6,831 | $2M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 6,372 | $2M | 0.2% | 2026-Q2 |
| Tidal Investments LLC trimmed | 6,248 | $2M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC added | 5,999 | $1M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP | 5,881 | $1M | 0.2% | 2026-Q2 |
| Wealth High Governance Asset Management Ltda. new | 5,802 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 5,739 | $1M | 0.2% | 2026-Q2 |
| Madison Wealth Partners, Inc new | 5,361 | $1M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 5,173 | $1M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 5,166 | $1M | 0.2% | 2026-Q2 |
| Odyssey Capital Advisors, Inc. trimmed | 4,869 | $1M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,802 | $1M | 0.1% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 4,695 | $1M | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 4,694 | $1M | 0.1% | 2026-Q2 |
| Ethos Financial Group, LLC new | 4,595 | $986K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 4,592 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 3,926 | $979K | 0.1% | 2026-Q2 |
| Kathmere Capital Management, LLC | 3,842 | $959K | 0.1% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 3,780 | $943K | 0.1% | 2026-Q2 |
| Redwood Family Wealth LLC trimmed | 3,699 | $923K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 3,630 | $906K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 3,560 | $888K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 3,509 | $875K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 3,501 | $874K | 0.1% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 3,479 | $787K | 0.1% | 2026-Q2 |
| Diversify Advisory Services, LLC trimmed | 3,479 | $787K | 0.1% | 2026-Q2 |
| Harbor Asset Planning, Inc. added | 3,455 | $862K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 3,409 | $851K | 0.1% | 2026-Q2 |
| United Advisor Group, LLC | 3,303 | $824K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 3,270 | $816K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 3,269 | $816K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 3,189 | $796K | 0.1% | 2026-Q2 |
| Breakwater Capital Group trimmed | 3,112 | $776K | 0.1% | 2026-Q2 |
| LAZARI CAPITAL MANAGEMENT, INC. added | 3,084 | $769K | 0.1% | 2026-Q2 |
| Virtus Family Office LLC added | 3,032 | $757K | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 3,014 | $752K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 2,773 | $692K | 0.1% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 2,742 | $685K | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,556 | $638K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 2,533 | $632K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC | 2,520 | $629K | 0.1% | 2026-Q2 |
| PARTNERS WEALTH MANAGEMENT, LLC trimmed | 2,435 | $608K | 0.1% | 2026-Q2 |
| Pacific Sun Financial Corp | 2,424 | $605K | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 2,418 | $603K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.