76 tracked 13F filers disclose a position in VFMV as of the latest SEC 13F filings, a combined $180.4M 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 | WELLS FARGO & COMPANY/MN | $26.7M | 200K | ▲New +200K sh | Q1 2026 | |
| 2 | ANDERSON HOAGLAND & CO | $24.9M | 179K | ▼−2.5% Reduced · −5K sh | Q2 2026 | |
| 3 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $21.7M | 163K | ▲+9.8% Added · +15K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $11.9M | 90K | ▼−17% Reduced · −18K sh | Q1 2026 | |
| 5 | UBS Group AG | $8.7M | 65K | ▲+4.7% Added · +3K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $8.1M | 61K | ▼−9.8% Reduced · −7K sh | Q1 2026 | |
| 7 | Equitable Holdings, Inc. | $7.1M | 54K | ▲+13% Added · +6K sh | Q1 2026 | |
| 8 | Sequoia Financial Advisors, LLC | $6.5M | 48K | ▼−19% Reduced · −12K sh | Q1 2026 | |
| 9 | UMB Bank, n.a. | $5.7M | 43K | ▲+25% Added · +8K sh | Q1 2026 | |
| 10 | TITLEIST ASSET MANAGEMENT, LLC | $5.7M | 41K | ▲+2.0% Added · +815 sh | Q2 2026 | |
| 11 | Sculati Wealth Management, LLC | $4.9M | 34K | ▲+3.0% Added · +1K sh | Q2 2026 | |
| 12 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4.2M | 30K | ▼−0.8% Reduced · −246 sh | Q2 2026 | |
| 13 | Kestra Advisory Services, LLC | $4.1M | 29K | ▲+0.5% Added · +138 sh | Q2 2026 | |
| 14 | TWO SIGMA INVESTMENTS, LP | $3.4M | 26K | ▲+68% Added · +10K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $2.9M | 22K | ▲+18% Added · +3K sh | Q1 2026 | |
| 16 | Cornerstone Planning, LLC | $2.7M | 19K | ▲+0.2% Added · +40 sh | Q2 2026 | |
| 17 | Independence Asset Advisors, LLC | $2.6M | 19K | —Held | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 17K | ▲+36% Added · +5K sh | Q1 2026 | |
| 19 | Advisory Services Network, LLC | $2.1M | 16K | ▲New +16K sh | Q1 2026 | |
| 20 | Savvy Advisors, Inc. | $1.8M | 14K | ▲New +14K sh | Q1 2026 | |
| 21 | Pathstone Holdings, LLC | $1.5M | 11K | ▼−1.9% Reduced · −217 sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $1.4M | 11K | ▲+0.4% Added · +42 sh | Q1 2026 | |
| 23 | Glass Jacobson Investment Advisors llc | $1.4M | 10K | ▲+1.4% Added · +148 sh | Q2 2026 | |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 10K | ▲New +10K sh | Q1 2026 | |
| 25 | Keystone Financial Group | $1.3M | 9K | ▼−1.9% Reduced · −179 sh | Q2 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, 8 funds opened a new position in VFMV and 12 added to an existing one, while 7 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 |
|---|---|---|
| APPLE INCAAPL | 39 funds | $7.9B |
| NVIDIA CORPNVDA | 38 funds | $8.1B |
| AMAZON.COM INCAMZN | 38 funds | $4.1B |
| MICROSOFT CORPMSFT | 38 funds | $4.0B |
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $3.8B |
| BROADCOM INCAVGO | 38 funds | $2.5B |
| JPMORGAN CHASE & COJPM | 38 funds | $2.3B |
| ELI LILLY & COLLY | 38 funds | $1.1B |
| PALO ALTO NETWORKS INCPANW | 38 funds | $260.6M |
| ALPHABET INC-CL AGOOGL | 37 funds | $3.6B |
| VANGUARD GROWTH ETFVUG | 37 funds | $2.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 37 funds | $2.3B |
Ranked by how many of VFMV'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 | 237 funds | $742.2M |
| VFMOmc | 143 funds | $670.1M |
| VFVAmc | 83 funds | $337.9M |
| VFMFUS MULTIFACTOR | 79 funds | $229.0M |
| VFQYmc | 79 funds | $129.9M |
| VFMVthis pagemc | 76 funds | $180.4M |
| VWENXOPEN END TAXABLE NO LOAD FUND | 6 funds | $2.9M |
| 921935102OPEN END TAXABLE NO LOAD FUND | 3 funds | $1.1M |
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 VFMV
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/VFMV/capital-change-brief"
Use Arkolith's capital_change_brief for VFMV. 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 VFMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.