Institutional shares held 2.46 Million
0 calls
0 puts
Total value of holdings $280M
$0 calls
$0 puts
# of Institutions 101


Latest Institutional Activity in VFVA

Top Purchases

Q1 2025
Armbruster Capital Management, Inc. Shares Held: 424K ($48.2M)
Q1 2025
Fortis Advisors, LLC Shares Held: 26.9K ($3.06M)
Q1 2025
Sovereign Financial Group, Inc. Shares Held: 13K ($1.48M)
Q1 2025
Abound Wealth Management Shares Held: 1 ($114)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 3.69K ($420K)

Top Sells

Q1 2025
Anderson Hoagland & CO Shares Held: 260K ($29.6M)
Q1 2025
Umb Bank, N.A. Shares Held: 53.9K ($6.13M)
Q1 2025
Rockingstone Advisors LLC Shares Held: 6.15K ($699K)
Q4 2024
Adviser Investments LLC Shares Held: 535K ($60.8M)
Q4 2024
Two Sigma Investments, LP Shares Held: 12.9K ($1.47M)

About VFVA

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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×
U - Disposition due to a tender of shares in a change of control transaction×
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