Who owns VFMV
Which tracked institutional funds hold VFMV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VFMV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 VFMV is one-sided between 2026-Q1 and 2026-Q2: 21 added or opened and 7 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
VFMV’s largest tracked holder by dollar value, ANDERSON HOAGLAND & CO, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VFMV 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 82 tracked filers holding VFMV, 47 increased or opened the position and 31 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 VFMV 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 5
- NewEdge Advisors, LLC$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- GUYASUTA INVESTMENT ADVISORS INC$979K
- GOLDMAN SACHS GROUP INC$812K
- Tower Research Capital LLC (TRC)$734K
Full exits 5
- RFP Financial Group LLC$17M
- Capital Analysts, LLC$3M
- Cambridge Investment Research Advisors, Inc.$3M
- Savvy Advisors, Inc.$2M
- Belpointe Asset Management LLC$887K
Largest adds
- LPL Financial LLC$6M
- Foundations Investment Advisors, LLC$3M
- Equitable Holdings, Inc.$1M
- Cetera Investment Advisers$1,000K
- ENVESTNET ASSET MANAGEMENT INC$718K
- Advisory Services Network, LLC$533K
Largest trims
- WELLS FARGO & COMPANY/MN$27M
- Sequoia Financial Advisors, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ANDERSON HOAGLAND & CO trimmed | 178,856 | $25M | 11.5% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 174,905 | $24M | 11.3% | 2026-Q2 |
| LPL Financial LLC added | 128,559 | $18M | 8.3% | 2026-Q2 |
| UBS Group AG added | 65,433 | $9M | 4.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 61,327 | $9M | 3.9% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 60,163 | $8M | 3.9% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 42,283 | $6M | 2.7% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 41,234 | $6M | 2.7% | 2026-Q2 |
| Sculati Wealth Management, LLC added | 34,373 | $5M | 2.3% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 34,945 | $5M | 2.3% | 2026-Q2 |
| SMITH, MOORE & CO. added | 34,380 | $5M | 2.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 29,807 | $4M | 1.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 29,192 | $4M | 1.9% | 2026-Q2 |
| Cetera Investment Advisers added | 28,209 | $4M | 1.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 23,000 | $3M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 21,573 | $3M | 1.4% | 2026-Q2 |
| Cornerstone Planning, LLC added | 19,272 | $3M | 1.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 18,659 | $3M | 1.2% | 2026-Q2 |
| Independence Asset Advisors, LLC | 18,541 | $3M | 1.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 10,984 | $2M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 10,845 | $2M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 10,822 | $2M | 0.7% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 10,291 | $1M | 0.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 10,291 | $1M | 0.7% | 2026-Q2 |
| Keystone Financial Group trimmed | 8,973 | $1M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 8,412 | $1M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 8,335 | $1M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 8,082 | $1M | 0.5% | 2026-Q2 |
| Compass Financial Group, INC/SD trimmed | 7,532 | $1M | 0.5% | 2026-Q2 |
| Signal Advisors Wealth, LLC added | 7,315 | $1M | 0.5% | 2026-Q2 |
| MARIPAU WEALTH MANAGEMENT LLC added | 7,124 | $992K | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 7,062 | $984K | 0.5% | 2026-Q2 |
| GUYASUTA INVESTMENT ADVISORS INC new | 7,025 | $979K | 0.5% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 6,827 | $951K | 0.4% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 6,611 | $921K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 5,826 | $812K | 0.4% | 2026-Q2 |
| Interchange Capital Partners, LLC | 5,556 | $774K | 0.4% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 5,265 | $734K | 0.3% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 4,388 | $612K | 0.3% | 2026-Q2 |
| Apollon Financial, LLC | 4,205 | $586K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 4,066 | $567K | 0.3% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 3,798 | $529K | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 3,641 | $507K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 3,190 | $445K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP | 3,038 | $423K | 0.2% | 2026-Q2 |
| Caitlin John, LLC trimmed | 2,969 | $414K | 0.2% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 2,965 | $413K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,804 | $391K | 0.2% | 2026-Q2 |
| Madison Wealth Partners, Inc new | 2,799 | $390K | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 2,628 | $366K | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 2,572 | $358K | 0.2% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 2,264 | $316K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC | 2,234 | $311K | 0.1% | 2026-Q2 |
| Cerity Partners LLC | 1,910 | $266K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp new | 1,897 | $264K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 1,710 | $238K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,708 | $238K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 1,702 | $237K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 1,414 | $197K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 1,210 | $169K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 648 | $90K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 566 | $79K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 459 | $64K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 411 | $57K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 398 | $55K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 344 | $48K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 307 | $43K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 275 | $38K | 0.0% | 2026-Q2 |
| Physician Wealth Advisors, Inc. | 270 | $38K | 0.0% | 2026-Q2 |
| PROATHLETE WEALTH MANAGEMENT LLC added | 231 | $32K | 0.0% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC | 210 | $29K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 130 | $18K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 117 | $16K | 0.0% | 2026-Q2 |
| City State Bank | 100 | $14K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 97 | $14K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC | 65 | $9K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 58 | $8K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. trimmed | 40 | $6K | 0.0% | 2026-Q2 |
| Corsicana & Co. new | 30 | $4K | 0.0% | 2026-Q2 |
| Oakmont Advisory Group, LLC new | 27 | $4K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 23 | $3K | 0.0% | 2026-Q2 |
| Archer Investment Corp new | 22 | $3K | 0.0% | 2026-Q2 |
| RFP Financial Group LLC new | 124,716 | $17M | 7.7% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 20,532 | $3M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 19,292 | $3M | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Savvy Advisors, Inc. new | 13,829 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Belpointe Asset Management LLC trimmed | 6,658 | $887K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Meridian Wealth Management, LLC new | 2,283 | $304K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Parkside Financial Bank & Trust trimmed | 2,018 | $269K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Orion Porfolio Solutions, LLC trimmed | 1,707 | $227K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| OLD MISSION CAPITAL LLC added | 3,283 | $428K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Retireful, LLC trimmed | 3,055 | $401K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| CITIZENS FINANCIAL GROUP INC/RI new | 1,945 | $255K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Martin Worley Group added | 72,404 | $9M | 4.3% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 15,573 | $2M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| OneAscent Financial Services LLC new | 8,102 | $1M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. new | 4,167 | $534K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Wilmington Savings Fund Society, FSB new | 3,806 | $488K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| J.W. COLE ADVISORS, INC. added | 2,362 | $303K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC new | 1,986 | $255K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.