Who owns VFVA (VFVA)
Which tracked institutional funds hold VFVA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VFVA company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
10 tracked funds added or opened VFVA while 12 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
VFVA’s largest tracked holder by dollar value, VANTAGEPOINT INVESTMENT ADVISERS LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VFVA 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 2025-Q4 and 2026-Q1, across 93 tracked filers holding VFVA, 38 increased or opened the position and 44 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 VFVA between the 2025-Q4 and 2026-Q1 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.
Full exits 3
- RFP Financial Group LLC$5M
- CoreFirst Bank & Trust$1M
- Fortis Advisors, LLC$859K
Largest adds
- BURRUS FINANCIAL SERVICES, INC.$5M
- Equitable Holdings, Inc.$4M
- Armbruster Capital Management, Inc.$1M
- LPL Financial LLC$887K
- BANK OF AMERICA CORP /DE/$874K
- COMMONWEALTH EQUITY SERVICES, LLC$628K
Largest trims
- VANTAGEPOINT INVESTMENT ADVISERS LLC$2M
- RWA WEALTH PARTNERS, LLC$698K
- TWO SIGMA INVESTMENTS, LP$410K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$395K
- Sterling Manor Financial, LLC$343K
- McIlrath & Eck, LLC$296K
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 |
|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 499,160 | $67M | 18.7% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 431,969 | $58M | 16.2% | 2026-Q1 |
| ANDERSON HOAGLAND & CO added | 248,431 | $33M | 9.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 215,571 | $29M | 8.0% | 2026-Q1 |
| BURRUS FINANCIAL SERVICES, INC. added | 198,475 | $27M | 7.4% | 2026-Q1 |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 93,339 | $13M | 3.5% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 76,698 | $10M | 2.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 72,987 | $10M | 2.7% | 2026-Q1 |
| LPL Financial LLC added | 67,030 | $9M | 2.5% | 2026-Q1 |
| Sterling Manor Financial, LLC trimmed | 59,117 | $8M | 2.2% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 50,307 | $7M | 1.9% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC added | 42,269 | $6M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 33,789 | $5M | 1.3% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 33,561 | $5M | 1.3% | 2026-Q1 |
| Lebenthal Global Advisors, LLC added | 31,201 | $4M | 1.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 26,349 | $4M | 1.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 24,601 | $3M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 18,992 | $3M | 0.7% | 2026-Q1 |
| McIlrath & Eck, LLC trimmed | 15,121 | $2M | 0.6% | 2026-Q1 |
| Cerity Partners LLC trimmed | 14,603 | $2M | 0.5% | 2026-Q1 |
| BROWN ADVISORY INC | 14,406 | $2M | 0.5% | 2026-Q1 |
| Sovereign Financial Group, Inc. trimmed | 13,307 | $2M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 13,148 | $2M | 0.5% | 2026-Q1 |
| Compass Advisory Group LLC added | 11,184 | $2M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,308 | $1M | 0.4% | 2026-Q1 |
| UBS Group AG added | 9,888 | $1M | 0.4% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 9,294 | $1M | 0.3% | 2026-Q1 |
| WHITTIER TRUST CO added | 9,058 | $1M | 0.3% | 2026-Q1 |
| Savant Capital, LLC trimmed | 8,750 | $1M | 0.3% | 2026-Q1 |
| Keystone Financial Group added | 8,744 | $1M | 0.3% | 2026-Q1 |
| Long Island Wealth Management, Inc. added | 8,610 | $1M | 0.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 8,200 | $1M | 0.3% | 2026-Q1 |
| Hara Capital LLC added | 7,611 | $1M | 0.3% | 2026-Q1 |
| Kathmere Capital Management, LLC | 7,508 | $1M | 0.3% | 2026-Q1 |
| Rockingstone Advisors LLC trimmed | 7,187 | $967K | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 7,087 | $954K | 0.3% | 2026-Q1 |
| Stonehearth Capital Management, LLC trimmed | 6,268 | $844K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 6,006 | $808K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 5,585 | $752K | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 5,481 | $738K | 0.2% | 2026-Q1 |
| Financial Partners Group, Inc trimmed | 5,228 | $704K | 0.2% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 4,891 | $658K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 4,479 | $603K | 0.2% | 2026-Q1 |
| Essex Financial Services, Inc. added | 4,386 | $590K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 4,050 | $545K | 0.2% | 2026-Q1 |
| Sunbelt Securities, Inc. | 3,342 | $450K | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,119 | $420K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 3,034 | $408K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 2,766 | $372K | 0.1% | 2026-Q1 |
| CIBC WORLD MARKET INC. new | 2,700 | $363K | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC new | 2,653 | $357K | 0.1% | 2026-Q1 |
| Smart Money Group LLC added | 2,511 | $338K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 2,475 | $333K | 0.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. added | 2,202 | $296K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 2,199 | $296K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 2,190 | $295K | 0.1% | 2026-Q1 |
| Werba Rubin Papier Wealth Management added | 2,066 | $278K | 0.1% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed | 2,001 | $269K | 0.1% | 2026-Q1 |
| World Investment Advisors | 1,868 | $251K | 0.1% | 2026-Q1 |
| Parkside Financial Bank & Trust trimmed | 1,787 | $241K | 0.1% | 2026-Q1 |
| Exit Wealth Advisors, LLC. added | 1,779 | $239K | 0.1% | 2026-Q1 |
| MOTIVE WEALTH ADVISORS trimmed | 1,768 | $238K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,715 | $227K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,677 | $226K | 0.1% | 2026-Q1 |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,585 | $213K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,568 | $212K | 0.1% | 2026-Q1 |
| Daviman Financial, LLC trimmed | 1,548 | $208K | 0.1% | 2026-Q1 |
| LAM GROUP, INC. trimmed | 1,445 | $195K | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 1,126 | $152K | 0.0% | 2026-Q1 |
| MORGAN STANLEY added | 975 | $131K | 0.0% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC | 946 | $127K | 0.0% | 2026-Q1 |
| ATLAS CAPITAL ADVISORS INC. | 815 | $110K | 0.0% | 2026-Q1 |
| MBM WEALTH CONSULTANTS, LLC new | 775 | $104K | 0.0% | 2026-Q1 |
| Pacific Center for Financial Services added | 553 | $74K | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 433 | $58K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 340 | $46K | 0.0% | 2026-Q1 |
| True Wealth Design, LLC | 312 | $42K | 0.0% | 2026-Q1 |
| RFP Financial Group LLC added | 35,150 | $5M | 1.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 40,439 | $5M | 1.3% | 2025-Q1 stale |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 21,500 | $2M | 0.7% | 2025-Q1 stale |
| CoreFirst Bank & Trust trimmed | 10,669 | $1M | 0.4% | 2025-Q4 stale |
| Cresset Asset Management, LLC added | 12,236 | $1M | 0.4% | 2025-Q1 stale |
| Parkworth Wealth Management, Inc. trimmed | 8,568 | $1M | 0.3% | 2025-Q2 stale |
| Fortis Advisors, LLC added | 6,473 | $859K | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 6,526 | $772K | 0.2% | 2025-Q2 stale |
| Glenmede Investment Management, LP new | 5,810 | $741K | 0.2% | 2025-Q3 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 5,766 | $657K | 0.2% | 2025-Q1 stale |
| Tower Research Capital LLC (TRC) added | 4,561 | $540K | 0.1% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC | 3,261 | $433K | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC added | 3,628 | $414K | 0.1% | 2025-Q1 stale |
| Crossmark Global Holdings, Inc. | 2,738 | $349K | 0.1% | 2025-Q3 stale |
| Gotham Asset Management, LLC trimmed | 18,636 | $290K | 0.1% | 2025-Q2 stale |
| Graypoint LLC | 2,419 | $286K | 0.1% | 2025-Q2 stale |
| Stokes Family Office, LLC trimmed | 2,068 | $275K | 0.1% | 2025-Q4 stale |
| TWO SIGMA SECURITIES, LLC new | 2,308 | $273K | 0.1% | 2025-Q2 stale |
| Compass Ion Advisors, LLC trimmed | 1,630 | $208K | 0.1% | 2025-Q3 stale |
| Caldwell Trust Co | 1,396 | $185K | 0.1% | 2025-Q4 stale |
| GLENMEDE TRUST CO NA trimmed | 1,160 | $132K | 0.0% | 2025-Q1 stale |
| MorganRosel Wealth Management, LLC trimmed | 1,093 | $129K | 0.0% | 2025-Q2 stale |
| Kestra Advisory Services, LLC trimmed | 728 | $97K | 0.0% | 2025-Q4 stale |
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.