Institutional shares held 1.38 Million
0 calls
0 puts
Total value of holdings $197M
$0 calls
$0 puts
# of Institutions 83


Latest Institutional Activity in VFMF

Top Purchases

Q2 2025
Great Valley Advisor Group, Inc. Shares Held: 143K ($20.5M)
Q2 2025
Geneos Wealth Management Inc. Shares Held: 40.8K ($5.84M)
Q2 2025
Halbert Hargrove Global Advisors, LLC Shares Held: 16K ($2.28M)
Q2 2025
Raymond James Financial Inc Shares Held: 37.1K ($5.3M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 15.6K ($2.23M)

Top Sells

Q2 2025
Lpl Financial LLC Shares Held: 51.1K ($7.3M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 180K ($25.7M)
Q2 2025
Victory Financial Group, LLC Shares Held: 20.8K ($2.97M)
Q2 2025
Walkner Condon Financial Advisors LLC Shares Held: 17.1K ($2.44M)
Q2 2025
Baron Silver Stevens Financial Advisors, LLC Shares Held: 24K ($3.42M)

About VFMF

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