Who owns 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-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 VFVA is one-sided between 2026-Q1 and 2026-Q2: 24 added or opened and 6 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
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 2026-Q1 and 2026-Q2, across 89 tracked filers holding VFVA, 38 increased or opened the position and 41 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 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 3
- Seven Bridges Advisors LLC$2M
- STIFEL FINANCIAL CORP$935K
- Corient Private Wealth LP$785K
Full exits 4
- Sterling Manor Financial, LLC$8M
- McIlrath & Eck, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- CENTAURUS FINANCIAL, INC.$658K
Largest adds
- VANTAGEPOINT INVESTMENT ADVISERS LLC$11M
- Equitable Holdings, Inc.$8M
- Armbruster Capital Management, Inc.$6M
- ANDERSON HOAGLAND & CO$3M
- BURRUS FINANCIAL SERVICES, INC.$2M
- BANK OF AMERICA CORP /DE/$2M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$441K
- BROWN ADVISORY INC$339K
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 added | 524,677 | $78M | 19.9% | 2026-Q2 |
| Armbruster Capital Management, Inc. trimmed | 431,781 | $64M | 16.3% | 2026-Q2 |
| Equitable Holdings, Inc. added | 246,317 | $37M | 9.3% | 2026-Q2 |
| ANDERSON HOAGLAND & CO trimmed | 243,852 | $36M | 9.2% | 2026-Q2 |
| BURRUS FINANCIAL SERVICES, INC. trimmed | 195,002 | $29M | 7.4% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. | 93,339 | $14M | 3.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 77,121 | $11M | 2.9% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 72,691 | $11M | 2.8% | 2026-Q2 |
| LPL Financial LLC added | 70,564 | $10M | 2.7% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 48,898 | $7M | 1.9% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 42,696 | $6M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 33,277 | $5M | 1.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 32,806 | $5M | 1.2% | 2026-Q2 |
| Lebenthal Global Advisors, LLC trimmed | 31,083 | $5M | 1.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 26,360 | $4M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 23,283 | $3M | 0.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 23,048 | $3M | 0.9% | 2026-Q2 |
| Savant Capital, LLC added | 16,378 | $2M | 0.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 14,100 | $2M | 0.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 13,708 | $2M | 0.5% | 2026-Q2 |
| Sovereign Financial Group, Inc. trimmed | 12,741 | $2M | 0.5% | 2026-Q2 |
| Compass Advisory Group LLC added | 11,233 | $2M | 0.4% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 10,784 | $2M | 0.4% | 2026-Q2 |
| Seven Bridges Advisors LLC new | 10,115 | $2M | 0.4% | 2026-Q2 |
| UBS Group AG added | 10,092 | $1M | 0.4% | 2026-Q2 |
| Long Island Wealth Management, Inc. added | 9,879 | $1M | 0.4% | 2026-Q2 |
| WHITTIER TRUST CO added | 9,091 | $1M | 0.4% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 9,093 | $1M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,951 | $1M | 0.3% | 2026-Q2 |
| CoreFirst Bank & Trust added | 8,839 | $1M | 0.3% | 2026-Q2 |
| Keystone Financial Group added | 8,815 | $1M | 0.3% | 2026-Q2 |
| Hara Capital LLC added | 8,575 | $1M | 0.3% | 2026-Q2 |
| Kathmere Capital Management, LLC | 7,508 | $1M | 0.3% | 2026-Q2 |
| Rockingstone Advisors LLC | 7,187 | $1M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 7,002 | $1M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 6,302 | $935K | 0.2% | 2026-Q2 |
| Mariner, LLC | 6,006 | $891K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 5,585 | $829K | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 5,433 | $806K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP new | 5,290 | $785K | 0.2% | 2026-Q2 |
| Financial Partners Group, Inc added | 5,232 | $777K | 0.2% | 2026-Q2 |
| Stonehearth Capital Management, LLC trimmed | 5,116 | $759K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 4,497 | $668K | 0.2% | 2026-Q2 |
| Essex Financial Services, Inc. added | 4,425 | $657K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC | 4,050 | $601K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 4,022 | $597K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 3,925 | $595K | 0.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,119 | $463K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 3,043 | $452K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. | 2,700 | $401K | 0.1% | 2026-Q2 |
| Smart Money Group LLC added | 2,552 | $379K | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 2,419 | $359K | 0.1% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 2,104 | $312K | 0.1% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 2,068 | $307K | 0.1% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed | 1,972 | $293K | 0.1% | 2026-Q2 |
| Exit Wealth Advisors, LLC. added | 1,787 | $265K | 0.1% | 2026-Q2 |
| MOTIVE WEALTH ADVISORS | 1,768 | $262K | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 1,780 | $240K | 0.1% | 2026-Q2 |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,585 | $235K | 0.1% | 2026-Q2 |
| Daviman Financial, LLC | 1,548 | $230K | 0.1% | 2026-Q2 |
| LAM GROUP, INC. | 1,445 | $214K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,375 | $204K | 0.1% | 2026-Q2 |
| Summit Financial, LLC new | 1,372 | $204K | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 1,045 | $155K | 0.0% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC | 946 | $140K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 866 | $129K | 0.0% | 2026-Q2 |
| ATLAS CAPITAL ADVISORS INC. | 815 | $110K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 707 | $105K | 0.0% | 2026-Q2 |
| Pacific Center for Financial Services added | 554 | $82K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 432 | $64K | 0.0% | 2026-Q2 |
| INVESTMENT COUNSEL CO OF NEVADA new | 343 | $51K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 340 | $50K | 0.0% | 2026-Q2 |
| True Wealth Design, LLC | 312 | $46K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 210 | $31K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc added | 204 | $30K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 175 | $26K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 175 | $26K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 150 | $22K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 107 | $16K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | $15K | 0.0% | 2026-Q2 |
| SHP Wealth Management | 100 | $15K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 70 | $10K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 65 | $10K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc new | 37 | $5K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 28 | $4K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 10 | $1K | 0.0% | 2026-Q2 |
| Central Pacific Bank - Trust Division | 6 | $891 | 0.0% | 2026-Q2 |
| Abound Wealth Management added | 3 | $446 | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1 | $148 | 0.0% | 2026-Q2 |
| Sterling Manor Financial, LLC trimmed | 59,117 | $8M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC trimmed | 15,121 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,308 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. trimmed | 4,891 | $658K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Sunbelt Securities, Inc. | 3,342 | $450K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| RFP Financial Group LLC new | 35,150 | $5M | 1.2% | 2025-Q4 stale (2 quarters behind) |
| Fortis Advisors, LLC added | 6,473 | $859K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Glenmede Investment Management, LP new | 5,810 | $741K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Parkworth Wealth Management, Inc. trimmed | 8,568 | $1M | 0.3% | 2025-Q2 stale (4 quarters behind) |
| FLOW TRADERS U.S. LLC new | 6,526 | $772K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Tower Research Capital LLC (TRC) added | 4,561 | $540K | 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.