Who owns VCEB
Which tracked institutional funds hold VCEB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VCEB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 VCEB is one-sided between 2026-Q1 and 2026-Q2: 24 added or opened and 7 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
VCEB’s largest tracked holder by dollar value, VANGUARD ADVISERS INC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VCEB 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 137 tracked filers holding VCEB, 88 increased or opened the position and 36 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 VCEB 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 2
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- MERCER GLOBAL ADVISORS INC /ADV$830K
Full exits 4
- Hanson & Doremus Investment Management$13M
- Cambridge Investment Research Advisors, Inc.$4M
- CWM, LLC$855K
- Charter Oak Capital Management, LLC$661K
Largest adds
- VANGUARD ADVISERS INC$15M
- JANE STREET GROUP, LLC$9M
- NewEdge Advisors, LLC$8M
- JPMORGAN CHASE & CO$6M
- North Berkeley Wealth Management, LLC$4M
- CITADEL ADVISORS LLC$3M
Largest trims
- Wealthfront Advisers LLC$7M
- IMA Advisory Services, Inc.$2M
- Level Financial Advisors$259K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD ADVISERS INC added | 2,251,429 | $141M | 23.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,874,016 | $118M | 19.5% | 2026-Q2 |
| Varma Mutual Pension Insurance Co | 1,100,000 | $69M | 11.4% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 531,946 | $33M | 5.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 298,630 | $19M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 275,889 | $17M | 2.9% | 2026-Q2 |
| Creative Planning added | 180,048 | $11M | 1.9% | 2026-Q2 |
| DeDora Capital, Inc. added | 178,573 | $11M | 1.9% | 2026-Q2 |
| SageView Advisory Group, LLC added | 177,552 | $11M | 1.8% | 2026-Q2 |
| Mariner, LLC added | 175,088 | $11M | 1.8% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 168,806 | $11M | 1.8% | 2026-Q2 |
| Modera Wealth Management, LLC added | 156,747 | $10M | 1.6% | 2026-Q2 |
| North Berkeley Wealth Management, LLC added | 143,033 | $9M | 1.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 130,338 | $8M | 1.4% | 2026-Q2 |
| IMA Advisory Services, Inc. trimmed | 115,678 | $7M | 1.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 111,000 | $7M | 1.2% | 2026-Q2 |
| Cerity Partners LLC added | 104,857 | $7M | 1.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 97,864 | $6M | 1.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 93,489 | $6M | 1.0% | 2026-Q2 |
| Francis Financial, Inc. added | 88,722 | $6M | 0.9% | 2026-Q2 |
| UBS Group AG added | 78,830 | $5M | 0.8% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 72,976 | $5M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 72,427 | $5M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 67,973 | $4M | 0.7% | 2026-Q2 |
| Human Investing LLC | 64,263 | $4M | 0.7% | 2026-Q2 |
| Pearl Planning LLC added | 55,415 | $3M | 0.6% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 48,855 | $3M | 0.5% | 2026-Q2 |
| MATHER GROUP, LLC. added | 42,742 | $3M | 0.4% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC added | 39,091 | $2M | 0.4% | 2026-Q2 |
| Stewardship Advisors, LLC added | 36,893 | $2M | 0.4% | 2026-Q2 |
| Team Hewins, LLC trimmed | 36,850 | $2M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 29,608 | $2M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 26,197 | $2M | 0.3% | 2026-Q2 |
| BetterWealth, LLC added | 26,192 | $2M | 0.3% | 2026-Q2 |
| Scott Capital Advisors, LLC added | 25,826 | $2M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 21,985 | $1M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC added | 21,603 | $1M | 0.2% | 2026-Q2 |
| Level Financial Advisors trimmed | 21,461 | $1M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 21,062 | $1M | 0.2% | 2026-Q2 |
| Equita Financial Network, Inc. added | 20,637 | $1M | 0.2% | 2026-Q2 |
| Choate Investment Advisors added | 20,279 | $1M | 0.2% | 2026-Q2 |
| Allworth Financial LP added | 19,350 | $1M | 0.2% | 2026-Q2 |
| Apella Capital, LLC | 16,401 | $1M | 0.2% | 2026-Q2 |
| Farrell Financial LLC trimmed | 15,544 | $976K | 0.2% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 15,123 | $949K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 15,008 | $942K | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 14,650 | $920K | 0.2% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 14,428 | $906K | 0.1% | 2026-Q2 |
| Thayer Partners, LLC / MA added | 14,335 | $900K | 0.1% | 2026-Q2 |
| Clarity Wealth Development LLC trimmed | 13,868 | $870K | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 13,836 | $868K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 13,230 | $830K | 0.1% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 12,603 | $791K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 12,542 | $787K | 0.1% | 2026-Q2 |
| WealthSpring Partners, LLC added | 12,040 | $756K | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 11,703 | $734K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,303 | $709K | 0.1% | 2026-Q2 |
| CURIO WEALTH, LLC | 11,017 | $691K | 0.1% | 2026-Q2 |
| VALLEY NATIONAL ADVISERS INC trimmed | 10,849 | $681K | 0.1% | 2026-Q2 |
| West Financial Advisors, LLC added | 9,944 | $624K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 9,075 | $570K | 0.1% | 2026-Q2 |
| VERUS WEALTH MANAGEMENT, LLC added | 9,000 | $565K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 8,962 | $562K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 8,922 | $560K | 0.1% | 2026-Q2 |
| Csenge Advisory Group added | 8,867 | $556K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 8,842 | $555K | 0.1% | 2026-Q2 |
| Shotwell Rutter Baer Inc added | 8,770 | $550K | 0.1% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC added | 8,673 | $544K | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 8,370 | $525K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 7,915 | $497K | 0.1% | 2026-Q2 |
| Fairlight Advisors new | 7,909 | $496K | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 7,746 | $486K | 0.1% | 2026-Q2 |
| Townsend Financial Planning, LLC added | 7,424 | $466K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 7,210 | $452K | 0.1% | 2026-Q2 |
| CRUX WEALTH ADVISORS added | 6,843 | $429K | 0.1% | 2026-Q2 |
| American Investment Services, Inc. | 6,718 | $422K | 0.1% | 2026-Q2 |
| White Lighthouse Investment Management Inc. added | 6,647 | $417K | 0.1% | 2026-Q2 |
| Carr Financial Group Corp trimmed | 6,578 | $413K | 0.1% | 2026-Q2 |
| Essential Planning, LLC. added | 6,433 | $404K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 6,416 | $403K | 0.1% | 2026-Q2 |
| Boston Trust Walden Corp | 6,400 | $402K | 0.1% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 6,394 | $401K | 0.1% | 2026-Q2 |
| Ferguson Shapiro LLC new | 6,372 | $400K | 0.1% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 5,970 | $375K | 0.1% | 2026-Q2 |
| UMB Bank, n.a. | 5,602 | $352K | 0.1% | 2026-Q2 |
| Summit Wealth Group, LLC | 5,602 | $352K | 0.1% | 2026-Q2 |
| ZENITH SOLUTIONS, INC. new | 5,589 | $351K | 0.1% | 2026-Q2 |
| Joel Adams & Associates, Inc. added | 5,366 | $337K | 0.1% | 2026-Q2 |
| 25 LLC | 5,208 | $327K | 0.1% | 2026-Q2 |
| Tribridge Partners Financial LLC added | 5,205 | $321K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC | 5,083 | $319K | 0.1% | 2026-Q2 |
| Drucker Wealth 3.0, LLC added | 5,033 | $316K | 0.1% | 2026-Q2 |
| Live Oak Investment Partners | 5,013 | $315K | 0.1% | 2026-Q2 |
| STRATEGIC ADVISORY PARTNERS, LLC | 4,763 | $299K | 0.0% | 2026-Q2 |
| Eaton-Cambridge Inc. added | 4,556 | $286K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. new | 4,548 | $285K | 0.0% | 2026-Q2 |
| Black Diamond Financial, LLC trimmed | 4,174 | $262K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 4,077 | $256K | 0.0% | 2026-Q2 |
| Alpha Financial Partners LLC new | 4,040 | $254K | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 3,889 | $244K | 0.0% | 2026-Q2 |
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.