Who owns VBND
Which tracked institutional funds hold VBND, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VBND company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 VBND is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 1 trimmed or exited — on balance accumulating.
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
VBND’s largest tracked holder by dollar value, Blue Trust, Inc., sizes it at 5.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VBND 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 2026-Q1 and 2026-Q2, across 20 tracked filers holding VBND, 11 increased or opened the position and 10 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 VBND 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
- CITADEL ADVISORS LLC$2M
Largest adds
- Vident Advisory, LLC$4M
- Blue Trust, Inc.$938K
Largest trims
- JANE STREET GROUP, LLC$979K
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 |
|---|---|---|---|---|
| Blue Trust, Inc. trimmed | 10,887,154 | $475M | 96.0% | 2026-Q2 |
| Vident Advisory, LLC added | 162,139 | $7M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 50,060 | $2M | 0.4% | 2026-Q2 |
| WorthPointe, LLC added | 45,497 | $2M | 0.4% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 32,854 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 23,985 | $1M | 0.2% | 2026-Q2 |
| Insight Wealth Partners, LLC added | 22,653 | $988K | 0.2% | 2026-Q2 |
| Hyundai Investments Co., Ltd. added | 15,378 | $673K | 0.1% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 8,309 | $363K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 8,139 | $356K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 7,185 | $313K | 0.1% | 2026-Q2 |
| Members Trust Co new | 5,185 | $226K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 3,130 | $137K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,345 | $102K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 1,277 | $56K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 848 | $37K | 0.0% | 2026-Q2 |
| IMA Advisory Services, Inc. new | 439 | $19K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 108 | $5K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 85 | $4K | 0.0% | 2026-Q2 |
| Inspire Investing, LLC | 0 | $2 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 8,439 | $366K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Crumly & Associates Inc. | 6,608 | $287K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Stewardship Advisors, LLC | 4,922 | $214K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 4,811 | $208K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management | 839 | $36K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Plan A Wealth LLC trimmed | 8,241 | $364K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 1,861 | $82K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 318 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Garner Asset Management Corp new | 100 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN | 1 | $38 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,682 | $989K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 2,686 | $117K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.