Who owns VFQY
Which tracked institutional funds hold VFQY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VFQY 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
16 tracked funds added or opened VFQY while 7 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
VFQY’s largest tracked holder by dollar value, Armbruster Capital Management, Inc., sizes it at 4.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VFQY 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 90 tracked filers holding VFQY, 39 increased or opened the position and 38 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 VFQY 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 1
- Wealthspire Advisors, LLC$6M
Full exits 4
- Capital Advisors, Ltd. LLC$3M
- M Holdings Securities, Inc.$2M
- Integrated Wealth Concepts LLC$1M
- Cambridge Investment Research Advisors, Inc.$609K
Largest adds
- Foundations Investment Advisors, LLC$5M
- Armbruster Capital Management, Inc.$4M
- OSAIC HOLDINGS, INC.$4M
- Pure Financial Advisors, LLC$3M
- LPL Financial LLC$2M
- Focus Partners Wealth$2M
Largest trims
- Hobart Private Capital, LLC$6M
- TWO SIGMA INVESTMENTS, LP$819K
- Zhang Financial LLC$422K
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 |
|---|---|---|---|---|
| Armbruster Capital Management, Inc. added | 191,754 | $33M | 15.7% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 154,711 | $26M | 12.7% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 138,331 | $24M | 11.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 74,972 | $13M | 6.2% | 2026-Q2 |
| Genesis Wealth Advisors, LLC added | 60,996 | $10M | 5.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 40,824 | $7M | 3.4% | 2026-Q2 |
| LPL Financial LLC added | 36,190 | $6M | 3.0% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 34,325 | $6M | 2.8% | 2026-Q2 |
| Cannon Wealth Management Services, LLC added | 31,337 | $5M | 2.6% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 28,760 | $5M | 2.4% | 2026-Q2 |
| BEACON FINANCIAL PLANNING, INC trimmed | 25,958 | $4M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 20,861 | $4M | 1.7% | 2026-Q2 |
| Royal Fund Management, LLC added | 18,246 | $3M | 1.5% | 2026-Q2 |
| Corient Private Wealth LP added | 17,134 | $3M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 16,825 | $3M | 1.4% | 2026-Q2 |
| Coastline Trust Co trimmed | 13,860 | $2M | 1.1% | 2026-Q2 |
| Root Financial Partners, LLC added | 13,100 | $2M | 1.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 11,505 | $2M | 0.9% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 11,543 | $2M | 0.9% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 8,600 | $1M | 0.7% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 8,024 | $1M | 0.7% | 2026-Q2 |
| Caitlin John, LLC added | 7,779 | $1M | 0.6% | 2026-Q2 |
| Hobart Private Capital, LLC trimmed | 6,034 | $1M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 4,922 | $838K | 0.4% | 2026-Q2 |
| National Philanthropic Trust | 4,862 | $828K | 0.4% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 4,380 | $746K | 0.4% | 2026-Q2 |
| Kathmere Capital Management, LLC | 4,349 | $741K | 0.4% | 2026-Q2 |
| Arrowroot Family Office, LLC added | 4,329 | $737K | 0.4% | 2026-Q2 |
| GSG Advisors LLC added | 4,307 | $733K | 0.4% | 2026-Q2 |
| WealthCare Investment Partners, LLC added | 4,118 | $701K | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 3,783 | $644K | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 3,537 | $602K | 0.3% | 2026-Q2 |
| Creative Planning | 3,454 | $588K | 0.3% | 2026-Q2 |
| NWAM LLC added | 3,349 | $570K | 0.3% | 2026-Q2 |
| Security Financial Services, INC. trimmed | 3,296 | $561K | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 3,168 | $543K | 0.3% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 3,120 | $524K | 0.3% | 2026-Q2 |
| BIP Wealth, LLC trimmed | 3,076 | $524K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,022 | $515K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,947 | $502K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 2,812 | $479K | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 2,743 | $467K | 0.2% | 2026-Q2 |
| Professional Financial Advisors, LLC | 2,373 | $404K | 0.2% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC | 2,365 | $403K | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 2,185 | $372K | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC | 2,000 | $341K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,871 | $317K | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 1,576 | $268K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 1,546 | $263K | 0.1% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 1,536 | $262K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,521 | $259K | 0.1% | 2026-Q2 |
| Noble Wealth Partners LLC new | 1,451 | $247K | 0.1% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC added | 1,429 | $243K | 0.1% | 2026-Q2 |
| United Advisor Group, LLC | 1,380 | $235K | 0.1% | 2026-Q2 |
| Quotient Wealth Partners, LLC trimmed | 1,295 | $221K | 0.1% | 2026-Q2 |
| Tidemark, LLC added | 1,260 | $215K | 0.1% | 2026-Q2 |
| Zhang Financial LLC trimmed | 1,247 | $212K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 1,229 | $209K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 1,208 | $206K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 1,112 | $189K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,000 | $170K | 0.1% | 2026-Q2 |
| Center for Financial Planning, Inc. | 900 | $153K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc | 736 | $125K | 0.1% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC | 634 | $108K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 557 | $95K | 0.0% | 2026-Q2 |
| FIRST COMMUNITY TRUST NA | 450 | $77K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc | 442 | $75K | 0.0% | 2026-Q2 |
| UBS Group AG added | 409 | $70K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 388 | $66K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 335 | $57K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 302 | $51K | 0.0% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC | 302 | $51K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 218 | $37K | 0.0% | 2026-Q2 |
| MATHER GROUP, LLC. | 213 | $36K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC added | 207 | $35K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 204 | $35K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 170 | $29K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 161 | $27K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 132 | $22K | 0.0% | 2026-Q2 |
| Raleigh Capital Management Inc. | 129 | $22K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 113 | $19K | 0.0% | 2026-Q2 |
| City State Bank | 100 | $17K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 82 | $14K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc | 67 | $11K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 58 | $10K | 0.0% | 2026-Q2 |
| LRI Investments, LLC trimmed | 50 | $8K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 42 | $7K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 37 | $6K | 0.0% | 2026-Q2 |
| TD Capital Management LLC | 36 | $6K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 7 | $1K | 0.0% | 2026-Q2 |
| Capital Advisors, Ltd. LLC trimmed | 22,054 | $3M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| M Holdings Securities, Inc. trimmed | 14,052 | $2M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Integrated Wealth Concepts LLC added | 9,076 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 4,079 | $609K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cedar Point Capital Partners, LLC trimmed | 67,138 | $10M | 5.0% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC added | 5,804 | $890K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 5,311 | $815K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC | 4,612 | $708K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| STIFEL FINANCIAL CORP trimmed | 14,926 | $2M | 1.0% | 2025-Q2 stale (4 quarters behind) |
| Total Clarity Wealth Management, Inc. new | 9,831 | $1M | 0.7% | 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.