Who owns VBK (VBK)
Which tracked institutional funds hold VBK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VBK company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
183 tracked funds added or opened VBK while 129 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
VBK’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.1pp gap the other way — the median holder sizes VBK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VBK 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 1203 tracked filers holding VBK, 518 increased or opened the position and 515 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 VBK between the 2025-Q4 and 2026-Q1 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 39
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$111M
- Howard Capital Management Inc.$55M
- CIBC Bancorp USA Inc.$20M
- Junk Investment Group, LLC$7M
- JANE STREET GROUP, LLC$6M
- CHILTON INVESTMENT CO INC.$4M
Full exits 28
- COMERICA BANK$29M
- CIBC Private Wealth Group LLC$23M
- Quent Long Short Global Small Cap Fund, LP$19M
- Global Retirement Partners, LLC$7M
- MERITAGE PORTFOLIO MANAGEMENT$5M
- AXXCESS WEALTH MANAGEMENT, LLC$4M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$94M
- ENVESTNET ASSET MANAGEMENT INC$34M
- FIFTH THIRD BANCORP$30M
- EverSource Wealth Advisors, LLC$27M
- JONES FINANCIAL COMPANIES LLLP$26M
- AMERIPRISE FINANCIAL INC$22M
Largest trims
- BANK OF AMERICA CORP /DE/$549M
- TIAA TRUST, NATIONAL ASSOCIATION$125M
- HighTower Advisors, LLC$19M
- WELLS FARGO & COMPANY/MN$18M
- Battery Global Advisors, LLC$17M
- MML INVESTORS SERVICES, LLC$13M
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 | 8,438,257 | $2.6B | 25.0% | 2026-Q1 |
| MORGAN STANLEY added | 1,936,579 | $585M | 5.7% | 2026-Q1 |
| ASSETMARK, INC added | 1,609,318 | $486M | 4.8% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,031,328 | $312M | 3.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 984,721 | $298M | 2.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 898,982 | $272M | 2.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 837,597 | $253M | 2.5% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 807,814 | $244M | 2.4% | 2026-Q1 |
| UBS Group AG added | 769,517 | $233M | 2.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 697,629 | $211M | 2.1% | 2026-Q1 |
| Cohen Klingenstein LLC trimmed | 661,433 | $200M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 637,264 | $193M | 1.9% | 2026-Q1 |
| MATHER GROUP, LLC. added | 603,872 | $183M | 1.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 617,063 | $182M | 1.8% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 536,196 | $162M | 1.6% | 2026-Q1 |
| CHOREO, LLC added | 531,766 | $161M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 487,734 | $147M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 477,172 | $144M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 476,911 | $144M | 1.4% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC added | 368,412 | $111M | 1.1% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 367,120 | $111M | 1.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 327,717 | $99M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 317,705 | $96M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 317,128 | $96M | 0.9% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 316,577 | $96M | 0.9% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 314,286 | $95M | 0.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 295,512 | $89M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 293,554 | $89M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 273,378 | $83M | 0.8% | 2026-Q1 |
| US BANCORP \DE\ added | 206,025 | $71M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 243,275 | $70M | 0.7% | 2026-Q1 |
| Focus Partners Wealth trimmed | 223,562 | $68M | 0.7% | 2026-Q1 |
| 1832 Asset Management L.P. added | 214,055 | $65M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 212,492 | $64M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 206,206 | $62M | 0.6% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 204,118 | $62M | 0.6% | 2026-Q1 |
| Howard Capital Management Inc. added | 183,200 | $55M | 0.5% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 171,756 | $52M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 167,255 | $51M | 0.5% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 151,879 | $46M | 0.4% | 2026-Q1 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 149,329 | $45M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 148,527 | $45M | 0.4% | 2026-Q1 |
| Strategies Wealth Advisors, LLC trimmed | 144,537 | $44M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 142,837 | $43M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC added | 140,744 | $43M | 0.4% | 2026-Q1 |
| Rodgers & Associates, LTD added | 139,711 | $42M | 0.4% | 2026-Q1 |
| Summit Financial Strategies, Inc. added | 138,366 | $42M | 0.4% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 137,928 | $42M | 0.4% | 2026-Q1 |
| STEPHENS INC /AR/ added | 133,265 | $40M | 0.4% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 131,049 | $40M | 0.4% | 2026-Q1 |
| One Day In July LLC added | 129,093 | $39M | 0.4% | 2026-Q1 |
| Creative Planning added | 124,032 | $37M | 0.4% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 121,688 | $37M | 0.4% | 2026-Q1 |
| CWM, LLC added | 118,422 | $36M | 0.4% | 2026-Q1 |
| American Financial Advisors, LLC trimmed | 117,712 | $36M | 0.3% | 2026-Q1 |
| Waldron Private Wealth LLC trimmed | 103,182 | $31M | 0.3% | 2026-Q1 |
| Brickley Wealth Management added | 100,821 | $30M | 0.3% | 2026-Q1 |
| FMR LLC added | 99,422 | $30M | 0.3% | 2026-Q1 |
| Aaron Wealth Advisors LLC added | 97,146 | $29M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 95,425 | $29M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 93,386 | $28M | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 62,300 | $27M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 88,509 | $27M | 0.3% | 2026-Q1 |
| BHK Investment Advisors, LLC trimmed | 87,775 | $27M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 87,308 | $26M | 0.3% | 2026-Q1 |
| Vision Capital Management, Inc. trimmed | 86,956 | $26M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 86,224 | $26M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 84,555 | $26M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 79,726 | $24M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 77,540 | $24M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 23,699 | $24M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 76,194 | $23M | 0.2% | 2026-Q1 |
| McAdam, LLC trimmed | 75,478 | $23M | 0.2% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 75,423 | $23M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 75,038 | $23M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 74,674 | $23M | 0.2% | 2026-Q1 |
| Quent Capital, LLC added | 71,442 | $22M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 71,414 | $22M | 0.2% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 69,015 | $21M | 0.2% | 2026-Q1 |
| Partners in Financial Planning added | 66,835 | $20M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 65,227 | $20M | 0.2% | 2026-Q1 |
| SAGE FINANCIAL GROUP INC trimmed | 64,479 | $19M | 0.2% | 2026-Q1 |
| Savant Capital, LLC added | 63,324 | $19M | 0.2% | 2026-Q1 |
| Retirement Investment Advisors, Inc. added | 62,612 | $19M | 0.2% | 2026-Q1 |
| Gallagher Fiduciary Advisors, LLC added | 60,452 | $18M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 59,644 | $18M | 0.2% | 2026-Q1 |
| Asset Management Group, Inc. trimmed | 58,988 | $18M | 0.2% | 2026-Q1 |
| RS CRUM INC. added | 54,938 | $17M | 0.2% | 2026-Q1 |
| PRESILIUM PRIVATE WEALTH, LLC added | 54,767 | $17M | 0.2% | 2026-Q1 |
| Pasadena Private Wealth, LLC trimmed | 54,229 | $16M | 0.2% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 51,387 | $16M | 0.2% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 52,678 | $16M | 0.2% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 51,625 | $16M | 0.2% | 2026-Q1 |
| Vawter Financial, Ltd. trimmed | 50,935 | $15M | 0.2% | 2026-Q1 |
| COMERICA BANK added | 94,403 | $29M | 0.3% | 2025-Q4 stale |
| Jentner Corp added | 102,457 | $28M | 0.3% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC added | 75,583 | $23M | 0.2% | 2025-Q4 stale |
| Quent Long Short Global Small Cap Fund, LP new | 62,700 | $19M | 0.2% | 2025-Q4 stale |
| Safeguard Financial, LLC added | 72,790 | $18M | 0.2% | 2025-Q1 stale |
| QUEST INVESTMENT MANAGEMENT LLC | 52,660 | $16M | 0.2% | 2025-Q3 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.