VFVA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.0% ·
share flow +7.5% ·
net new positions +7.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.89K | $600,823 | n/a | n/a |
| Q2 2026 | 27 | 0 | 334.55K | $49.67M | +3 | −3 |
| Q1 2026 | 27 | +2 | 315.14K | $42.42M | +4 | −2 |
| Q4 2025 | 25 | -1 | 293.09K | $38.93M | n/a | −1 |
| Q3 2025 | 4 | 0 | 17.93K | $2.29M | +1 | −1 |
| Q2 2025 | 1 | -1 | 18.64K | $290,349 | n/a | −1 |
| Q1 2025 | 2 | +1 | 66.63K | $2.56M | +1 | n/a |
| Q4 2024 | 1 | 0 | 12.90K | $1.53M | n/a | n/a |
| Q3 2024 | 1 | 0 | 19.80K | $2.39M | +1 | −1 |
| Q2 2024 | 1 | n/a | 6.70K | $757,908 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 72.99K | +8.3% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 67.03K | +9.4% | $9.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 33.79K | -0.2% | $4.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 24.60K | +21.5% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 18.99K | -3.5% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Cerity Partners LLC | 14.60K | -0.1% | $1.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Brown Advisory Inc | 14.41K | 0.0% | $1.94M | 0.0% | Held | 2 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 13.15K | +52.9% | $1.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 9.89K | +30.1% | $1.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 8.20K | -28.1% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of Montreal /Can/ | 7.09K | 0.0% | $953,927 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 12 | Mariner, LLC | 6.01K | -13.1% | $808,417 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Financial Engines Advisors L.L.C. | 5.48K | -1.4% | $737,797 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 4.48K | +3.1% | $602,974 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cibc World Market Inc. | 2.70K | New | $363,447 | 0.0% | New | 1 | SEC ↗ |
| 16 | Quantinno Capital Management LP | 2.20K | +29.0% | $296,007 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 2.19K | New | $294,796 | 0.0% | New | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 1.72K | New | $227,100 | 0.0% | New | 1 | SEC ↗ ×2 |
| 19 | Citadel Advisors ✦ | 1.68K | New | $225,741 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 1.57K | -41.9% | $211,947 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 1.13K | -7.0% | $151,571 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 975 | +7.8% | $131,250 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Us Bancorp \De\ | 175 | 0.0% | $23,557 | 0.0% | Held | 2 | SEC ↗ |
| 24 | TD Waterhouse Canada Inc. | 70 | 0.0% | $9,442 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 46 | 0.0% | $6,192 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Blair William & Co/Il | 2 | -71.4% | $269 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 1 | 0.0% | $84 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cibc World Market Inc. | $363,447 | 0.0% |
| Susquehanna International… | $294,796 | 0.0% |
| JPMorgan Chase | $227,100 | 0.0% |
| Citadel Advisors | $225,741 | 0.0% |
Exited
| Goldman Sachs Group | $432,996 | was 0.0% |
| Citigroup Inc | $133 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 92 holders, 2.51M shares, $335.46M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.