Institutional shares held 1.3 Million
0 calls
0 puts
Total value of holdings $153M
$0 calls
$0 puts
# of Institutions 73


Latest Institutional Activity in VFMF

Top Purchases

Q1 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 6.85K ($809K)
Q1 2025
Dynamic Advisor Solutions LLC Shares Held: 2.09K ($247K)
Q1 2025
Gps Wealth Strategies Group, LLC Shares Held: 35 ($4.13K)
Q4 2024
Raymond James Financial Inc Shares Held: 73K ($8.62M)
Q4 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 56.8K ($6.7M)

Top Sells

Q1 2025
Anderson Hoagland & CO Shares Held: 294K ($34.8M)
Q1 2025
Umb Bank, N.A. Shares Held: 54.8K ($6.47M)
Q1 2025
Transform Wealth, LLC Shares Held: 12.2K ($1.44M)
Q4 2024
Envestnet Asset Management Inc Shares Held: 200K ($23.6M)
Q4 2024
Geneos Wealth Management Inc. Shares Held: 10.4K ($1.23M)

About VFMF

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