Institutional shares held 2.58 Million
0 calls
0 puts
Total value of holdings $390M
$0 calls
$0 puts
# of Institutions 134


Latest Institutional Activity in VFMO

Top Purchases

Q1 2025
Ritholtz Wealth Management Shares Held: 480K ($72.6M)
Q1 2025
Financial Freedom, LLC Shares Held: 3.69K ($558K)
Q1 2025
Merit Financial Group, LLC Shares Held: 14K ($2.11M)
Q1 2025
Stonehearth Capital Management, LLC Shares Held: 2.19K ($331K)
Q1 2025
Hobart Private Capital, LLC Shares Held: 22.2K ($3.35M)

Top Sells

Q1 2025
Anderson Hoagland & CO Shares Held: 119K ($18M)
Q1 2025
Umb Bank, N.A. Shares Held: 21.9K ($3.32M)
Q4 2024
International Assets Investment Management, LLC Shares Held: 5.11K ($773K)
Q4 2024
Strategic Financial Services, Inc, Shares Held: 265K ($40.1M)
Q4 2024
Clearstead Advisors, LLC Shares Held: 9.73K ($1.47M)

About VFMO

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
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