Institutional shares held 3.41 Million
0 calls
0 puts
Total value of holdings $632M
$0 calls
$0 puts
# of Institutions 158


Latest Institutional Activity in VFMO

Top Purchases

Q4 2025
Breakwater Capital Group Shares Held: 2.84K ($527K)
Q4 2025
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Shares Held: 106K ($19.7M)
Q4 2025
Redhawk Wealth Advisors, Inc. Shares Held: 22.7K ($4.2M)
Q4 2025
Signal Advisors Wealth, LLC Shares Held: 3.24K ($600K)
Q4 2025
Perigon Wealth Management, LLC Shares Held: 1.16K ($216K)

Top Sells

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 3.47K ($642K)
Q4 2025
Anderson Hoagland & CO Shares Held: 114K ($21.1M)
Q4 2025
Nova Wealth Management, Inc. Shares Held: 7.81K ($1.45M)
Q4 2025
Nova R Wealth, Inc. Shares Held: 12.1K ($2.24M)
Q4 2025
Foster Group, Inc. Shares Held: 1.54K ($285K)

About VFMO

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