VFQY — Institutional owners (13F)

99 filers · $185.2M 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
Armbruster Capital Management, Inc. $32,653,756 191,754 17.63% Shares
Foundations Investment Advisors, LLC $26,345,703 154,711 14.23% Shares
Pure Financial Advisors, LLC $23,556,403 138,331 12.72% Shares
Focus Partners Wealth $12,767,049 74,972 6.89% Shares
Genesis Wealth Advisors, LLC $10,387,020 60,996 5.61% Shares
OSAIC HOLDINGS, INC. $6,957,245 40,824 3.76% Shares
LPL Financial LLC $6,162,796 36,190 3.33% Shares
Wealthspire Advisors, LLC $5,845,263 34,325 3.16% Shares
Cannon Wealth Management Services, LLC $5,336,378 31,337 2.88% Shares
Medallion Wealth Advisors, LLC $4,896,566 28,760 2.64% Shares
BEACON FINANCIAL PLANNING, INC $4,420,361 25,958 2.39% Shares
RAYMOND JAMES FINANCIAL INC $3,552,383 20,861 1.92% Shares
Royal Fund Management, LLC $3,107,249 18,246 1.68% Shares
Corient Private Wealth LP $2,917,769 17,134 1.58% Shares
BANK OF AMERICA CORP /DE/ $2,865,129 16,825 1.55% Shares
Coastline Trust Co $2,293,116 13,466 1.24% Shares
Root Financial Partners, LLC $2,230,814 13,100 1.20% Shares
Vise Technologies, Inc. $1,959,219 11,505 1.06% Shares
Chicago Partners Investment Group LLC $1,949,413 11,543 1.05% Shares
Integrated Wealth Concepts LLC $1,514,041 8,891 0.82% Shares
TWO SIGMA INVESTMENTS, LP $1,464,494 8,600 0.79% Shares
INTERACTIVE FINANCIAL ADVISORS, INC. $1,366,453 8,024 0.74% Shares
Caitlin John, LLC $1,324,670 7,779 0.72% Shares
Hobart Private Capital, LLC $1,027,531 6,034 0.55% Shares
D.A. DAVIDSON & CO. $838,167 4,922 0.45% Shares
National Philanthropic Trust $827,950 4,862 0.45% Shares
AE Wealth Management LLC $745,870 4,380 0.40% Shares
Kathmere Capital Management, LLC $740,591 4,349 0.40% Shares
Arrowroot Family Office, LLC $737,107 4,329 0.40% Shares
GSG Advisors LLC $733,427 4,307 0.40% Shares
WealthCare Investment Partners, LLC $701,215 4,118 0.38% Shares
Envestnet Portfolio Solutions, Inc. $644,201 3,783 0.35% Shares
Sanctuary Advisors, LLC $602,239 3,537 0.33% Shares
Creative Planning $588,194 3,454 0.32% Shares
NWAM LLC $570,344 3,349 0.31% Shares
Security Financial Services, INC. $561,237 3,296 0.30% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $543,161 3,168 0.29% Shares
Kraft, Davis & Associates, LLC $524,084 3,120 0.28% Shares
BIP Wealth, LLC $523,738 3,076 0.28% Shares
COMMONWEALTH EQUITY SERVICES, LLC $514,570 3,022 0.28% Shares
ROYAL BANK OF CANADA $502,000 2,947 0.27% Shares
Private Advisor Group, LLC $478,855 2,812 0.26% Shares
Cerity Partners LLC $467,105 2,743 0.25% Shares
Professional Financial Advisors, LLC $404,120 2,373 0.22% Shares
Walkner Condon Financial Advisors LLC $402,736 2,365 0.22% Shares
Dynamic Advisor Solutions LLC $372,084 2,185 0.20% Shares
KINGSWOOD WEALTH ADVISORS, LLC $340,580 2,000 0.18% Shares
JPMORGAN CHASE & CO $317,007 1,871 0.17% Shares
Aptus Capital Advisors, LLC $268,377 1,576 0.14% Shares
MML INVESTORS SERVICES, LLC $263,347 1,546 0.14% Shares
MELFA WEALTH MANAGEMENT, INC. $261,501 1,536 0.14% Shares
MERCER GLOBAL ADVISORS INC /ADV $259,002 1,521 0.14% Shares
Blackston Financial Advisory Group, LLC $243,261 1,429 0.13% Shares
United Advisor Group, LLC $235,017 1,380 0.13% Shares
Quotient Wealth Partners, LLC $220,526 1,295 0.12% Shares
Tidemark, LLC $214,565 1,260 0.12% Shares
Zhang Financial LLC $212,352 1,247 0.11% Shares
Apollon Wealth Management, LLC $209,286 1,229 0.11% Shares
Kestra Advisory Services, LLC $205,790 1,208 0.11% Shares
COBBLESTONE CAPITAL ADVISORS LLC /NY/ $200,593 1,330 0.11% Shares
Global Retirement Partners, LLC $189,362 1,112 0.10% Shares
PNC Financial Services Group, Inc. $170,290 1,000 0.09% Shares
Center for Financial Planning, Inc. $153,261 900 0.08% Shares
IFP Advisors, Inc $125,333 736 0.07% Shares
SALEM INVESTMENT COUNSELORS INC $107,964 634 0.06% Shares
HARBOUR INVESTMENTS, INC. $94,852 557 0.05% Shares
COMERICA BANK $88,978 580 0.05% Shares
Glass Jacobson Investment Advisors llc $75,269 442 0.04% Shares
UBS Group AG $69,649 409 0.04% Shares
FIRST COMMUNITY TRUST NA $67,155 450 0.04% Shares
FIFTH THIRD BANCORP $66,073 388 0.04% Shares
MORGAN STANLEY $57,047 335 0.03% Shares
FIDUCIARY FINANCIAL ADVISORS $51,429 302 0.03% Shares
Beaird Harris Wealth Management, LLC $51,428 302 0.03% Shares
McIlrath & Eck, LLC $40,890 274 0.02% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $37,123 218 0.02% Shares
CWM, LLC $36,562 245 0.02% Shares
MATHER GROUP, LLC. $36,277 213 0.02% Shares
SIGNATUREFD, LLC $35,186 207 0.02% Shares
Farther Finance Advisors, LLC $34,739 204 0.02% Shares
BLAIR WILLIAM & CO/IL $28,949 170 0.02% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $27,417 161 0.01% Shares
Horizon Investments, LLC $22,478 132 0.01% Shares
Raleigh Capital Management Inc. $22,049 129 0.01% Shares
City State Bank $17,029 100 0.01% Shares
VANGUARD ADVISERS INC $17,006 114 0.01% Shares
WELLS FARGO & COMPANY/MN $13,879 82 0.01% Shares
AdvisorNet Financial, Inc $11,433 67 0.01% Shares
Allworth Financial LP $9,877 58 0.01% Shares
LRI Investments, LLC $8,486 50 0.00% Shares
Rockefeller Capital Management L.P. $7,152 42 0.00% Shares
Triumph Capital Management $6,301 37 0.00% Shares
TD Capital Management LLC $6,109 36 0.00% Shares
FSA Wealth Management LLC $4,861 26 0.00% Shares
Capital Advisors, Ltd. LLC $3,578 21,013 0.00% Shares
Steward Partners Investment Advisory, LLC $1,192 7 0.00% Shares
Cambridge Investment Research Advisors, Inc. $705 4,139 0.00% Shares
THOROUGHBRED FINANCIAL SERVICES, LLC $288 1,695 0.00% Shares
BlackRock, Inc. $156 1 0.00% Shares