Who owns VB
Which tracked institutional funds hold VB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VB company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on VB is one-sided between 2026-Q1 and 2026-Q2: 5 added or opened and 1623 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VB’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.1pp gap the other way — the median holder sizes VB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2368 tracked filers holding VB, 1163 increased or opened the position and 980 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- TUDOR INVESTMENT CORP ET AL$1M
Full exits 1622
- BANK OF AMERICA CORP /DE/$5.7B
- MORGAN STANLEY$2.1B
- WELLS FARGO & COMPANY/MN$1.6B
- UBS Group AG$1.2B
- ENVESTNET ASSET MANAGEMENT INC$926M
- MERCER GLOBAL ADVISORS INC /ADV$872M
Largest adds
- FMR LLC$43M
- STATE STREET CORP$19M
- BlackRock, Inc.$19M
- AQR CAPITAL MANAGEMENT LLC$10M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$72M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 21,634,424 | $5.7B | 17.5% | 2026-Q1 |
| MORGAN STANLEY added | 8,041,306 | $2.1B | 6.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 6,021,392 | $1.6B | 4.9% | 2026-Q1 |
| UBS Group AG added | 4,408,647 | $1.2B | 3.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,535,022 | $926M | 2.9% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 3,328,890 | $872M | 2.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 3,322,073 | $870M | 2.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,976,080 | $763M | 2.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 2,832,448 | $742M | 2.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,812,991 | $737M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,252,087 | $590M | 1.8% | 2026-Q1 |
| Mariner, LLC added | 2,215,685 | $580M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,197,074 | $575M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,091,328 | $548M | 1.7% | 2026-Q1 |
| Creative Planning trimmed | 2,035,636 | $533M | 1.7% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,962,918 | $514M | 1.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,940,971 | $508M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,783,785 | $467M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,745,051 | $457M | 1.4% | 2026-Q1 |
| Wealthfront Advisers LLC added | 1,696,661 | $444M | 1.4% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 1,506,970 | $394M | 1.2% | 2026-Q1 |
| FMR LLC trimmed | 1,157,296 | $351M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 1,230,968 | $322M | 1.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 1,173,969 | $307M | 1.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,203,000 | $305M | 0.9% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 1,140,780 | $299M | 0.9% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 1,125,152 | $295M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 980,879 | $257M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 958,835 | $251M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 787,375 | $239M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 907,826 | $238M | 0.7% | 2026-Q1 |
| SIGNATUREFD, LLC added | 904,125 | $237M | 0.7% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 887,176 | $232M | 0.7% | 2026-Q1 |
| Cerity Partners LLC added | 863,565 | $227M | 0.7% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 818,731 | $214M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 810,773 | $212M | 0.7% | 2026-Q1 |
| Nicholas Hoffman & Company, LLC. added | 754,676 | $198M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 733,004 | $192M | 0.6% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 678,702 | $178M | 0.6% | 2026-Q1 |
| Badgley Phelps Wealth Managers, LLC trimmed | 673,535 | $176M | 0.5% | 2026-Q1 |
| COUNTRY TRUST BANK added | 651,388 | $171M | 0.5% | 2026-Q1 |
| DAVIS R M INC added | 607,527 | $159M | 0.5% | 2026-Q1 |
| 1832 Asset Management L.P. added | 604,595 | $158M | 0.5% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 590,093 | $155M | 0.5% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 567,165 | $149M | 0.5% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 555,448 | $145M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 548,068 | $143M | 0.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 462,337 | $140M | 0.4% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 525,158 | $138M | 0.4% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 509,817 | $134M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 479,636 | $126M | 0.4% | 2026-Q1 |
| CBIZ Investment Advisory Services, LLC added | 476,205 | $125M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 459,424 | $120M | 0.4% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 458,673 | $120M | 0.4% | 2026-Q1 |
| Fusion Family Wealth, LLC added | 441,733 | $116M | 0.4% | 2026-Q1 |
| BlackRock, Inc. added | 380,254 | $115M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 434,428 | $114M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 430,929 | $113M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 423,322 | $109M | 0.3% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 408,014 | $107M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 401,536 | $105M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 395,662 | $104M | 0.3% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 390,627 | $102M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 375,743 | $98M | 0.3% | 2026-Q1 |
| INVICTUS PRIVATE WEALTH, LLC added | 375,719 | $98M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 375,337 | $98M | 0.3% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 371,133 | $97M | 0.3% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT added | 369,600 | $97M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 367,376 | $96M | 0.3% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 350,327 | $92M | 0.3% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 350,327 | $92M | 0.3% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 321,684 | $84M | 0.3% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 320,036 | $84M | 0.3% | 2026-Q1 |
| Efficient Advisors, LLC trimmed | 316,200 | $83M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 310,293 | $81M | 0.3% | 2026-Q1 |
| M&T Bank Corp trimmed | 293,095 | $77M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 288,401 | $76M | 0.2% | 2026-Q1 |
| LINCOLN NATIONAL CORP trimmed | 284,318 | $74M | 0.2% | 2026-Q1 |
| Auto-Owners Insurance Co trimmed | 281,628 | $74M | 0.2% | 2026-Q1 |
| Gibraltar Capital Management, Inc. added | 280,039 | $73M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 279,931 | $73M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 267,051 | $70M | 0.2% | 2026-Q1 |
| WIT, LLC trimmed | 264,221 | $69M | 0.2% | 2026-Q1 |
| PITTENGER & ANDERSON INC trimmed | 260,494 | $68M | 0.2% | 2026-Q1 |
| VISTA CAPITAL PARTNERS, INC. trimmed | 260,102 | $68M | 0.2% | 2026-Q1 |
| Smithfield Trust Co added | 258,672 | $68M | 0.2% | 2026-Q1 |
| Center for Financial Planning, Inc. added | 255,392 | $67M | 0.2% | 2026-Q1 |
| ASSETMARK, INC trimmed | 243,103 | $64M | 0.2% | 2026-Q1 |
| CENTRAL TRUST Co added | 234,190 | $61M | 0.2% | 2026-Q1 |
| Betterment LLC added | 230,828 | $60M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 228,029 | $60M | 0.2% | 2026-Q1 |
| CIBC Private Wealth Group LLC added | 1,397,042 | $360M | 1.1% | 2025-Q4 stale |
| Glenmede Investment Management, LP added | 892,178 | $227M | 0.7% | 2025-Q3 stale |
| CHURCHILL MANAGEMENT Corp new | 946,160 | $224M | 0.7% | 2025-Q2 stale |
| VANGUARD GROUP INC added | 643,588 | $166M | 0.5% | 2025-Q4 stale |
| Provida Pension Fund Administrator added | 369,393 | $95M | 0.3% | 2025-Q4 stale |
| COMERICA BANK added | 358,110 | $92M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 333,977 | $79M | 0.2% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 258,981 | $67M | 0.2% | 2025-Q4 stale |
| Financiere des Professionnels - Fonds d,investissement inc. added | 269,200 | $60M | 0.2% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.