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| Vest Financial LLC
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|---|---|
| CRD # | 165976 |
| SEC # | 801-77463 |
| CIK # | 0001870916, 0001709632, 0001708601 |
| AUM | 51.81 B (2026-06-12) |
| Employees | 52 (23% Investors, 52% Brokers) |
| Fees | |
| Minimum | |
| Phone | 855-979-6060 |
| Address | 8350 Broad St Mclean, VA 22102-5150 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Fri, 14 Aug 2026 | Vest Financial LLC Boosts Holdings in HP Inc. $HPQ — MarketBeat |
| Fri, 14 Aug 2026 | Vest Financial LLC Increases Stake in T. Rowe Price Group, Inc. $TROW — MarketBeat |
| Fri, 24 Jul 2026 | Fund Update: New $23.0M $LUV stock position opened by Vest Financial, LLC — Quiver Quantitative |
| Fri, 24 Jul 2026 | Fund Update: New $20.9M $WDC stock position opened by Vest Financial, LLC — Quiver Quantitative |
| Fri, 24 Apr 2026 | Fund Update: Vest Financial, LLC Just Disclosed New Holdings — Quiver Quantitative |
| CIK | Period |
|---|---|
| 0001870916 0001709632 0001708601 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Ace Ltd | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Lam Research Corp | 0.1 | ||
| Applied Materials Inc /DE | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Dover Corp | 0.1 | ||
| Apple Inc | 0.1 | ||
| KLA Tencor Corp | 0.1 | ||
| Automatic Data Processing Inc | 0.1 | ||
| Cincinnati Financial Corp | 0.1 | ||
| Abbott Laboratories | 0.1 | ||
| Chevron Corp | 0.1 | ||
| GE Vernova Inc | 0.1 | ||
| Linde PLC | 0.1 | ||
| Ross Stores Inc | 0.1 | ||
| International Business Machines Corp | 0.1 | ||
| Baker Hughes A GE Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Mueller Industries Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| FPL Group Inc | 0.1 | ||
| Caterpillar Inc | 0.1 | ||
| Aflac Inc | 0.1 | ||
| Snap-On Inc | 0.1 | ||
| General Electric Co | 0.1 | ||
| Coca Cola Co | 0.1 | ||
| Wal Mart Stores Inc | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 154 | 51.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 0.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 154 | 51.8 |
| By Discretionary | ||
| Discretionary | 154 | 51.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 154 | 51.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 51.4 | |
| Total | 154 | 51.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001708601] | |
| 13F-HR | [0001709632] | |
| D | [0001870916] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 210 (5 non-US) |
| Serves | Institutional, Retail |
| LEI | 54930065C4IE3LI77S53 |
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