VFMF — Institutional owners (13F)

112 filers · $303.2M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
ANDERSON HOAGLAND & CO $53,528,555 302,472 17.65% Shares
Systelligence, LLC $28,435,186 160,678 9.38% Shares
ENVESTNET ASSET MANAGEMENT INC $26,331,390 148,790 8.68% Shares
BRASS TAX WEALTH MANAGEMENT, INC $23,882,722 165,537 7.88% Shares
LPL Financial LLC $22,059,287 124,650 7.28% Shares
UMB Bank, n.a. $11,686,568 66,037 3.85% Shares
RAYMOND JAMES FINANCIAL INC $10,401,054 58,773 3.43% Shares
Storen Legacy Partners, LLC $10,109,596 57,126 3.33% Shares
Rooted Wealth Advisors, Inc. $9,657,148 54,569 3.19% Shares
Geneos Wealth Management Inc. $7,835,061 44,273 2.58% Shares
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC $7,618,248 43,048 2.51% Shares
ADVISORTRUST PARTNERS, LLC $6,029,420 34,070 1.99% Shares
OSAIC HOLDINGS, INC. $4,906,801 27,724 1.62% Shares
ROYAL BANK OF CANADA $3,712,000 20,972 1.22% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,647,610 20,611 1.20% Shares
BARNES PETTEY FINANCIAL ADVISORS, LLC $3,598,684 20,336 1.19% Shares
Partners in Financial Planning $3,419,910 19,325 1.13% Shares
TFB Advisors LLC $3,398,805 19,206 1.12% Shares
TWO SIGMA INVESTMENTS, LP $2,990,793 16,900 0.99% Shares
Cedar Point Capital Partners, LLC $2,818,425 15,926 0.93% Shares
Walkner Condon Financial Advisors LLC $2,718,790 15,363 0.90% Shares
MGO ONE SEVEN LLC $2,684,436 15,169 0.89% Shares
VICTORY FINANCIAL GROUP, LLC $2,682,157 15,156 0.88% Shares
Equitable Holdings, Inc. $2,281,009 12,889 0.75% Shares
HALBERT HARGROVE GLOBAL ADVISORS, LLC $2,233,185 12,619 0.74% Shares
Onyx Bridge Wealth Group LLC $2,205,296 12,461 0.73% Shares
RESOLUTE WEALTH ADVISOR, INC. $2,199,739 14,185 0.73% Shares
CALTON & ASSOCIATES, INC. $2,020,820 11,419 0.67% Shares
Apollon Wealth Management, LLC $1,724,219 9,743 0.57% Shares
AQR CAPITAL MANAGEMENT LLC $1,707,790 9,650 0.56% Shares
GREAT VALLEY ADVISOR GROUP, INC. $1,672,216 9,447 0.55% Shares
PERRYMAN FINANCIAL ADVISORY INC /AD $1,670,978 9,442 0.55% Shares
NewEdge Advisors, LLC $1,588,465 8,976 0.52% Shares
GOLDMAN SACHS GROUP INC $1,563,530 8,835 0.52% Shares
Carnick & Kubik Group, LLC $1,537,191 12,170 0.51% Shares
UBS Group AG $1,479,469 8,360 0.49% Shares
FIRST MANHATTAN CO. LLC. $1,475,753 8,339 0.49% Shares
Centric Wealth Management $1,417,504 7,610 0.47% Shares
RHS Financial, LLC $1,409,920 7,967 0.47% Shares
Mariner, LLC $1,392,750 7,870 0.46% Shares
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC $1,389,124 7,849 0.46% Shares
STIFEL FINANCIAL CORP $1,283,016 7,250 0.42% Shares
Seed Wealth Management, Inc. $1,176,851 6,650 0.39% Shares
Clark Asset Management, LLC $1,123,740 6,350 0.37% Shares
Focus Partners Advisor Solutions, LLC $1,087,197 6,143 0.36% Shares
MML INVESTORS SERVICES, LLC $848,329 4,794 0.28% Shares
Foundations Investment Advisors, LLC $652,792 3,689 0.22% Shares
Physician Wealth Advisors, Inc. $647,503 3,659 0.21% Shares
J.W. COLE ADVISORS, INC. $543,457 3,071 0.18% Shares
Sanctuary Advisors, LLC $539,228 3,047 0.18% Shares
Compass Ion Advisors, LLC $502,044 2,837 0.17% Shares
Capital Square, LLC $471,979 2,627 0.16% Shares
Dynamic Advisor Solutions LLC $427,252 2,414 0.14% Shares
Harbor Asset Planning, Inc. $400,853 2,266 0.13% Shares
Kestra Advisory Services, LLC $385,895 2,181 0.13% Shares
Cassia Capital Partners, LLC $378,008 2,136 0.12% Shares
STUDIO INVESTMENT MANAGEMENT LLC $375,884 2,124 0.12% Shares
Greenline Wealth Management LLC $368,974 2,085 0.12% Shares
TAGStone Capital, Inc. $361,316 2,042 0.12% Shares
PARSONS CAPITAL MANAGEMENT INC/RI $341,907 1,932 0.11% Shares
HARBOUR INVESTMENTS, INC. $319,596 1,806 0.11% Shares
CreativeOne Wealth, LLC $308,459 1,743 0.10% Shares
Modera Wealth Management, LLC $304,566 1,721 0.10% Shares
Cherry Tree Wealth Management, LLC $297,133 1,679 0.10% Shares
First Citizens Financial Corp $291,685 1,634 0.10% Shares
Essex Financial Services, Inc. $289,378 1,635 0.10% Shares
PRINCIPAL SECURITIES, INC. $288,638 1,631 0.10% Shares
Steward Partners Investment Advisory, LLC $282,267 1,595 0.09% Shares
INDEPENDENT FINANCIAL GROUP, LLC $278,728 1,575 0.09% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $275,896 1,559 0.09% Shares
Savvy Advisors, Inc. $263,508 1,489 0.09% Shares
Coquina Private Wealth LLC $248,466 1,404 0.08% Shares
World Investment Advisors $236,682 1,526 0.08% Shares
Chicago Partners Investment Group LLC $233,281 1,297 0.08% Shares
LRI Investments, LLC $228,551 1,291 0.08% Shares
Concurrent Investment Advisors, LLC $219,797 1,242 0.07% Shares
Parkside Financial Bank & Trust $213,780 1,208 0.07% Shares
May Hill Capital, LLC $213,535 1,207 0.07% Shares
TFC Financial Management, Inc. $173,254 979 0.06% Shares
FTB Advisors, Inc. $146,333 1,088 0.05% Shares
FIDUCIARY FINANCIAL ADVISORS $104,592 591 0.03% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $91,670 518 0.03% Shares
Bogart Wealth, LLC $88,485 500 0.03% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $78,021 439 0.03% Shares
BlackRock, Inc. $75,566 427 0.02% Shares
JNBA Financial Advisors $67,629 382 0.02% Shares
Strategic Wealth Partners, Ltd. $59,993 339 0.02% Shares
PNC Financial Services Group, Inc. $58,400 330 0.02% Shares
Tidemark, LLC $56,807 321 0.02% Shares
PRIVATE TRUST CO NA $53,091 300 0.02% Shares
JPMORGAN CHASE & CO $50,106 282 0.02% Shares
WELLS FARGO & COMPANY/MN $48,471 274 0.02% Shares
Glass Jacobson Investment Advisors llc $33,343 188 0.01% Shares
VANGUARD ADVISERS INC $28,676 185 0.01% Shares
MORGAN STANLEY $22,024 124 0.01% Shares
Abound Wealth Management $21,801 141 0.01% Shares
IFG Advisory, LLC $21,537 122 0.01% Shares
Opus Capital Group, LLC $18,960 107,138 0.01% Shares
US BANCORP \DE\ $17,874 101 0.01% Shares
Ankerstar Wealth, LLC $16,635 94 0.01% Shares
Cambridge Investment Research Advisors, Inc. $15,363 86,812 0.01% Shares
McIlrath & Eck, LLC $7,754 50 0.00% Shares
Arax Advisory Partners $7,079 40 0.00% Shares
ST GERMAIN D J CO INC $3,362 19 0.00% Shares
Ritter Daniher Financial Advisory LLC / DE $2,336 13 0.00% Shares
ASSETMARK, INC $2,124 12 0.00% Shares
Central Pacific Bank - Trust Division $1,947 11 0.00% Shares
THOROUGHBRED FINANCIAL SERVICES, LLC $517 2,924 0.00% Shares
WEDBUSH SECURITIES INC $329 1,860 0.00% Shares
CENTAURUS FINANCIAL, INC. $199 1,124 0.00% Shares
CITIGROUP INC $177 1 0.00% Shares
Capital Analysts, LLC $89 501 0.00% Shares