Ticker: VFMF CUSIP: 921935607 Class: Exchange Traded Fund
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Rooted Wealth Advisors, Inc. | 36,451 | $5,874 |
| Essex Financial Services, Inc. | 1,362 | $205 |
| Sanctuary Advisors, LLC | 2,970 | $448 |
| MML INVESTORS SERVICES, LLC | 4,628 | $697 |
| Kestra Advisory Services, LLC | 2,228 | $336 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,344 | $203 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2,846 | $429 |
| Rockefeller Capital Management L.P. | 21 | $3 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Cedar Point Capital Partners, LLC | 12,059 | 14,116 | +2,057 (+17.1%) |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 29,029 | 36,207 | +7,178 (+24.7%) |
| TFB Advisors LLC | 13,445 | 14,973 | +1,528 (+11.4%) |
| RHS Financial, LLC | 4,671 | 5,687 | +1,016 (+21.8%) |
| CALTON & ASSOCIATES, INC. | 2,156 | 5,314 | +3,158 (+146.5%) |
| Walkner Condon Financial Advisors LLC | 17,223 | 17,461 | +238 (+1.4%) |
| Harbor Asset Planning, Inc. | 1,538 | 1,618 | +80 (+5.2%) |
| Geneos Wealth Management Inc. | 41,797 | 42,641 | +844 (+2.0%) |
| UMB Bank, n.a. | 53,929 | 55,003 | +1,074 (+2.0%) |
| STUDIO INVESTMENT MANAGEMENT LLC | 1,599 | 1,818 | +219 (+13.7%) |
| LPL Financial LLC | 59,167 | 67,490 | +8,323 (+14.1%) |
| RAYMOND JAMES FINANCIAL INC | 39,587 | 44,538 | +4,951 (+12.5%) |
| AQR CAPITAL MANAGEMENT LLC | 7,999 | 9,290 | +1,291 (+16.1%) |
| STIFEL FINANCIAL CORP | 6,519 | 7,637 | +1,118 (+17.1%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,494 | 10,814 | +1,320 (+13.9%) |
| OSAIC HOLDINGS, INC. | 16,880 | 17,431 | +551 (+3.3%) |
| NewEdge Advisors, LLC | 7,436 | 7,905 | +469 (+6.3%) |
| UBS Group AG | 7,820 | 8,117 | +297 (+3.8%) |
| TITLEIST ASSET MANAGEMENT, LLC | 1,643 | 1,737 | +94 (+5.7%) |
| ROYAL BANK OF CANADA | 15,630 | 15,856 | +226 (+1.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. | 149,267 | 11,506 | -137,761 (-92.3%) |
| VICTORY FINANCIAL GROUP, LLC | 21,058 | 15,623 | -5,435 (-25.8%) |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | 13,172 | 12,757 | -415 (-3.2%) |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 15,349 | 13,546 | -1,803 (-11.7%) |
| Partners in Financial Planning | 19,917 | 19,646 | -271 (-1.4%) |
| COWA, LLC | 2,373 | 2,096 | -277 (-11.7%) |
| Buckingham Strategic Partners | 9,755 | 6,298 | -3,457 (-35.4%) |
| Onyx Bridge Wealth Group LLC | 12,689 | 12,330 | -359 (-2.8%) |
| ENVESTNET ASSET MANAGEMENT INC | 175,522 | 143,430 | -32,092 (-18.3%) |
| Cherry Tree Wealth Management, LLC | 2,003 | 1,759 | -244 (-12.2%) |
| Apollon Wealth Management, LLC | 6,855 | 6,126 | -729 (-10.6%) |
| Cassia Capital Partners, LLC | 2,183 | 2,150 | -33 (-1.5%) |
| JANE STREET GROUP, LLC | 3,720 | 2,747 | -973 (-26.2%) |
| Physician Wealth Advisors, Inc. | 3,877 | 3,808 | -69 (-1.8%) |
| Modera Wealth Management, LLC | 1,955 | 1,721 | -234 (-12.0%) |
| World Investment Advisors | 1,585 | 1,525 | -60 (-3.8%) |
| MORGAN STANLEY | 9 | 8 | -1 (-11.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 2,500 | $361 |
| PRINCIPAL SECURITIES, INC. | 886 | $128 |
| Ameritas Advisory Services, LLC | 442 | $64 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 386 | $56 |
| HARBOUR INVESTMENTS, INC. | 44 | $6 |