174 tracked 13F filers disclose a position in VFMO as of the latest SEC 13F filings, a combined $774.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | RITHOLTZ WEALTH MANAGEMENT | $184.0M | 738K | ▲+4.3% Added · +30K sh | Q2 2026 | |
| 2 | Strategic Financial Services, Inc. | $68.3M | 274K | ▼−4.2% Reduced · −12K sh | Q3 2026 | |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $41.2M | 165K | ▲+2.9% Added · +5K sh | Q2 2026 | |
| 4 | DAVIDSON INVESTMENT ADVISORS | $39.0M | 156K | ▲+1.8% Added · +3K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $29.9M | 152K | ▲+8.4% Added · +12K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $29.6M | 150K | ▲+32% Added · +37K sh | Q1 2026 | |
| 7 | ANDERSON HOAGLAND & CO | $27.4M | 110K | ▼−3.8% Reduced · −4K sh | Q2 2026 | |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $26.0M | 104K | ▼−4.8% Reduced · −5K sh | Q2 2026 | |
| 9 | Systelligence, LLC | $23.3M | 93K | ▼−9.3% Reduced · −10K sh | Q2 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $18.1M | 92K | ▲+9.1% Added · +8K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $14.9M | 75K | ▼−12% Reduced · −10K sh | Q1 2026 | |
| 12 | WIN ADVISORS, INC | $13.4M | 54K | ▼−3.6% Reduced · −2K sh | Q2 2026 | |
| 13 | Financial Partners Group, Inc | $13.3M | 53K | ▲+1.0% Added · +540 sh | Q2 2026 | |
| 14 | CABOT WEALTH MANAGEMENT INC | $12.5M | 50K | ▼−57% Reduced · −67K sh | Q2 2026 | |
| 15 | Armbruster Capital Management, Inc. | $11.9M | 48K | ▼−4.2% Reduced · −2K sh | Q2 2026 | |
| 16 | UBS Group AG | $8.5M | 43K | ▲+0.6% Added · +263 sh | Q1 2026 | |
| 17 | &PARTNERS | $10.2M | 41K | ▲+3.9% Added · +2K sh | Q2 2026 | |
| 18 | NewEdge Advisors, LLC | $10.2M | 41K | ▲+9.3% Added · +3K sh | Q2 2026 | |
| 19 | OPPENHEIMER & CO INC | $10.1M | 40K | ▲Added Added · +40K sh | Q2 2026 | |
| 20 | BUILDER INVESTMENT GROUP INC /ADV | $8.4M | 34K | ▲+183% Added · +22K sh | Q2 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $6.6M | 33K | ▲+25% Added · +7K sh | Q1 2026 | |
| 22 | Hobart Private Capital, LLC | $8.1M | 32K | ▲+0.9% Added · +292 sh | Q2 2026 | |
| 23 | Private Advisor Group, LLC | $7.9M | 32K | ▲+4.8% Added · +1K sh | Q2 2026 | |
| 24 | LINCOLN CAPITAL CORP | $6.6M | 27K | ▲+3.3% Added · +860 sh | Q2 2026 | |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 24K | ▲+21% Added · +4K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in VFMO and 31 added to an existing one, while 16 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 90 funds | $19.2B |
| APPLE INCAAPL | 90 funds | $17.3B |
| MICROSOFT CORPMSFT | 90 funds | $10.7B |
| AMAZON.COM INCAMZN | 90 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 89 funds | $7.2B |
| ALPHABET INC-CL CGOOG | 87 funds | $6.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 87 funds | $3.5B |
| BROADCOM INCAVGO | 85 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 85 funds | $3.9B |
| CISCO SYSTEMS INCCSCO | 85 funds | $1.5B |
| META PLATFORMS INC-CLASS AMETA | 84 funds | $5.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 84 funds | $4.5B |
Ranked by how many of VFMO's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| VTESmc | 276 funds | $846.8M |
| VFMOthis pagemc | 174 funds | $774.6M |
| VFMFUS MULTIFACTOR | 96 funds | $255.9M |
| VFVAmc | 91 funds | $354.8M |
| VFQYmc | 90 funds | $162.8M |
| VFMVmc | 80 funds | $191.1M |
| VWENXOPEN END TAXABLE NO LOAD FUND | 6 funds | $3.0M |
| 921935102OPEN END TAXABLE NO LOAD FUND | 4 funds | $1.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VFMO
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VFMO/capital-change-brief"
Use Arkolith's capital_change_brief for VFMO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VFMO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.