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Institutional Ownership · SEC Form 13F

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.

1,203
Institutional holders
40,274,427
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed8,438,257$2.6B25.0%2026-Q1
MORGAN STANLEY added1,936,579$585M5.7%2026-Q1
ASSETMARK, INC added1,609,318$486M4.8%2026-Q1
Corient Private Wealth LLC added1,031,328$312M3.1%2026-Q1
SEI INVESTMENTS CO added984,721$298M2.9%2026-Q1
LPL Financial LLC trimmed898,982$272M2.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed837,597$253M2.5%2026-Q1
EP Wealth Advisors, LLC added807,814$244M2.4%2026-Q1
UBS Group AG added769,517$233M2.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added697,629$211M2.1%2026-Q1
Cohen Klingenstein LLC trimmed661,433$200M2.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added637,264$193M1.9%2026-Q1
MATHER GROUP, LLC. added603,872$183M1.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added617,063$182M1.8%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added536,196$162M1.6%2026-Q1
CHOREO, LLC added531,766$161M1.6%2026-Q1
AMERIPRISE FINANCIAL INC added487,734$147M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed477,172$144M1.4%2026-Q1
Cetera Investment Advisers trimmed476,911$144M1.4%2026-Q1
RWA WEALTH PARTNERS, LLC added368,412$111M1.1%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new367,120$111M1.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed327,717$99M1.0%2026-Q1
Rockefeller Capital Management L.P. trimmed317,705$96M0.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added317,128$96M0.9%2026-Q1
Mill Creek Capital Advisors, LLC added316,577$96M0.9%2026-Q1
Sand Hill Global Advisors, LLC added314,286$95M0.9%2026-Q1
OSAIC HOLDINGS, INC. added295,512$89M0.9%2026-Q1
ROYAL BANK OF CANADA trimmed293,554$89M0.9%2026-Q1
HighTower Advisors, LLC trimmed273,378$83M0.8%2026-Q1
US BANCORP \DE\ added206,025$71M0.7%2026-Q1
JPMORGAN CHASE & CO trimmed243,275$70M0.7%2026-Q1
Focus Partners Wealth trimmed223,562$68M0.7%2026-Q1
1832 Asset Management L.P. added214,055$65M0.6%2026-Q1
Mariner, LLC added212,492$64M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed206,206$62M0.6%2026-Q1
Wealthspire Advisors, LLC added204,118$62M0.6%2026-Q1
Howard Capital Management Inc. added183,200$55M0.5%2026-Q1
Beacon Pointe Advisors, LLC added171,756$52M0.5%2026-Q1
FIFTH THIRD BANCORP added167,255$51M0.5%2026-Q1
CONGRESS ASSET MANAGEMENT CO added151,879$46M0.4%2026-Q1
STEPHENS GROUP ASSET MANAGEMENT, LLC added149,329$45M0.4%2026-Q1
STIFEL FINANCIAL CORP added148,527$45M0.4%2026-Q1
Strategies Wealth Advisors, LLC trimmed144,537$44M0.4%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed142,837$43M0.4%2026-Q1
Pathstone Holdings, LLC added140,744$43M0.4%2026-Q1
Rodgers & Associates, LTD added139,711$42M0.4%2026-Q1
Summit Financial Strategies, Inc. added138,366$42M0.4%2026-Q1
Bragg Financial Advisors, Inc added137,928$42M0.4%2026-Q1
STEPHENS INC /AR/ added133,265$40M0.4%2026-Q1
Avior Wealth Management, LLC trimmed131,049$40M0.4%2026-Q1
One Day In July LLC added129,093$39M0.4%2026-Q1
Creative Planning added124,032$37M0.4%2026-Q1
MOSAIC FAMILY WEALTH PARTNERS, LLC added121,688$37M0.4%2026-Q1
CWM, LLC added118,422$36M0.4%2026-Q1
American Financial Advisors, LLC trimmed117,712$36M0.3%2026-Q1
Waldron Private Wealth LLC trimmed103,182$31M0.3%2026-Q1
Brickley Wealth Management added100,821$30M0.3%2026-Q1
FMR LLC added99,422$30M0.3%2026-Q1
Aaron Wealth Advisors LLC added97,146$29M0.3%2026-Q1
Kestra Advisory Services, LLC added95,425$29M0.3%2026-Q1
Private Advisor Group, LLC trimmed93,386$28M0.3%2026-Q1
EverSource Wealth Advisors, LLC added62,300$27M0.3%2026-Q1
Steward Partners Investment Advisory, LLC added88,509$27M0.3%2026-Q1
BHK Investment Advisors, LLC trimmed87,775$27M0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed87,308$26M0.3%2026-Q1
Vision Capital Management, Inc. trimmed86,956$26M0.3%2026-Q1
Cresset Asset Management, LLC added86,224$26M0.3%2026-Q1
NATIXIS ADVISORS, LLC added84,555$26M0.3%2026-Q1
Merit Financial Group, LLC trimmed79,726$24M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed77,540$24M0.2%2026-Q1
NewEdge Advisors, LLC trimmed23,699$24M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed76,194$23M0.2%2026-Q1
McAdam, LLC trimmed75,478$23M0.2%2026-Q1
Whitaker-Myers Wealth Managers, LTD. added75,423$23M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed75,038$23M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed74,674$23M0.2%2026-Q1
Quent Capital, LLC added71,442$22M0.2%2026-Q1
Atria Investments, Inc added71,414$22M0.2%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC trimmed69,015$21M0.2%2026-Q1
Partners in Financial Planning added66,835$20M0.2%2026-Q1
CIBC Bancorp USA Inc. new65,227$20M0.2%2026-Q1
SAGE FINANCIAL GROUP INC trimmed64,479$19M0.2%2026-Q1
Savant Capital, LLC added63,324$19M0.2%2026-Q1
Retirement Investment Advisors, Inc. added62,612$19M0.2%2026-Q1
Gallagher Fiduciary Advisors, LLC added60,452$18M0.2%2026-Q1
BENJAMIN EDWARDS INC added59,644$18M0.2%2026-Q1
Asset Management Group, Inc. trimmed58,988$18M0.2%2026-Q1
RS CRUM INC. added54,938$17M0.2%2026-Q1
PRESILIUM PRIVATE WEALTH, LLC added54,767$17M0.2%2026-Q1
Pasadena Private Wealth, LLC trimmed54,229$16M0.2%2026-Q1
Praetorian Wealth Management, Inc. added51,387$16M0.2%2026-Q1
OpenArc Corporate Advisory, LLC added52,678$16M0.2%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP trimmed51,625$16M0.2%2026-Q1
Vawter Financial, Ltd. trimmed50,935$15M0.2%2026-Q1
COMERICA BANK added94,403$29M0.3%2025-Q4 stale
Jentner Corp added102,457$28M0.3%2025-Q2 stale
CIBC Private Wealth Group LLC added75,583$23M0.2%2025-Q4 stale
Quent Long Short Global Small Cap Fund, LP new62,700$19M0.2%2025-Q4 stale
Safeguard Financial, LLC added72,790$18M0.2%2025-Q1 stale
QUEST INVESTMENT MANAGEMENT LLC52,660$16M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership