Skip to content
Disclosery

RITHOLTZ WEALTH MANAGEMENT: VFMO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on VFMO, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 737,643 VFMO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 737,643 shares
    Change vs previous 13F +30,444 shares

    2.75% of the 13F portfolio, value $184,049,296.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 707,199 shares
    Change vs previous 13F +56,191 shares

    2.42% of the 13F portfolio, value $139,388,862.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 651,008 shares
    Change vs previous 13F +22,621 shares

    2.27% of the 13F portfolio, value $124,505,301.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 628,387 shares
    Change vs previous 13F +30,641 shares

    2.34% of the 13F portfolio, value $120,396,140.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 597,746 shares
    Change vs previous 13F +117,873 shares

    2.28% of the 13F portfolio, value $103,123,147.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 479,873 shares
    Change vs previous 13F +38,528 shares

    2.17% of the 13F portfolio, value $72,801,568.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 441,345 shares
    Change vs previous 13F +9,446 shares

    2.13% of the 13F portfolio, value $72,543,873.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 431,899 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $69,514,157.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).