Who owns VUSB
Which tracked institutional funds hold VUSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VUSB 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
111 tracked funds added or opened VUSB while 88 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
VUSB’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 0.9pp gap the other way — the median holder sizes VUSB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VUSB 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 463 tracked filers holding VUSB, 257 increased or opened the position and 190 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 VUSB 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 15
- Arax Advisory Partners$20M
- Schulz Wealth, LTD.$9M
- Evanson Financial, LLC$7M
- Clear Creek Financial Management, LLC$5M
- Modern Wealth Management, LLC$3M
- Coppell Advisory Solutions LLC$3M
Full exits 33
- HighTower Advisors, LLC$88M
- Avion Wealth$71M
- Allspring Global Investments Holdings, LLC$44M
- Charter Oak Capital Management, LLC$43M
- CAPITAL ADVISORS INC/OK$29M
- NKCFO LLC$20M
Largest adds
- Kensington Asset Management, LLC$150M
- MERCER GLOBAL ADVISORS INC /ADV$49M
- DMKC Advisory Services, LLC$40M
- Waverly Advisors, LLC$20M
- MML INVESTORS SERVICES, LLC$19M
- Warwick Investment Management, Inc.$15M
Largest trims
- ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$254M
- Clearstead Advisors, LLC$36M
- Blue Trust, Inc.$22M
- JPMORGAN CHASE & CO$19M
- IHT Wealth Management, LLC$15M
- RAYMOND JAMES FINANCIAL INC$12M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 24,774,687 | $1.2B | 32.6% | 2026-Q2 |
| Kensington Asset Management, LLC added | 4,125,497 | $205M | 5.4% | 2026-Q2 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 3,713,491 | $185M | 4.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,678,347 | $183M | 4.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,244,743 | $162M | 4.3% | 2026-Q2 |
| Bramshill Investments, LLC added | 3,112,942 | $155M | 4.1% | 2026-Q2 |
| LPL Financial LLC added | 2,625,517 | $131M | 3.5% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 1,558,474 | $78M | 2.1% | 2026-Q2 |
| Wharton Business Group, LLC added | 1,437,741 | $72M | 1.9% | 2026-Q2 |
| Pacific Center for Financial Services added | 1,222,387 | $61M | 1.6% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 987,814 | $49M | 1.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 917,885 | $46M | 1.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 857,265 | $43M | 1.1% | 2026-Q2 |
| DMKC Advisory Services, LLC added | 817,806 | $41M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 673,738 | $34M | 0.9% | 2026-Q2 |
| Red Wave Investments LLC trimmed | 651,243 | $32M | 0.9% | 2026-Q2 |
| 55 North Private Wealth, LLC added | 646,795 | $32M | 0.9% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 622,737 | $31M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 595,055 | $30M | 0.8% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. trimmed | 536,537 | $27M | 0.7% | 2026-Q2 |
| Fonville Wealth Management LLC added | 509,593 | $25M | 0.7% | 2026-Q2 |
| Mariner, LLC added | 491,335 | $24M | 0.6% | 2026-Q2 |
| Spectrum Asset Management, Inc. (NB/CA) added | 487,873 | $24M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 483,625 | $24M | 0.6% | 2026-Q2 |
| Alpha Omega Wealth Management LLC trimmed | 479,829 | $24M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC added | 467,995 | $23M | 0.6% | 2026-Q2 |
| Warwick Investment Management, Inc. added | 462,039 | $23M | 0.6% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 461,108 | $23M | 0.6% | 2026-Q2 |
| Global Wealth Management, LLC added | 450,535 | $22M | 0.6% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC added | 443,065 | $22M | 0.6% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 412,804 | $21M | 0.5% | 2026-Q2 |
| Capital Advantage, Inc. added | 412,453 | $21M | 0.5% | 2026-Q2 |
| Arax Advisory Partners new | 398,105 | $20M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 394,208 | $20M | 0.5% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 391,076 | $19M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 390,993 | $19M | 0.5% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 389,449 | $19M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 381,045 | $19M | 0.5% | 2026-Q2 |
| Coyle Financial Counsel LLC added | 378,923 | $19M | 0.5% | 2026-Q2 |
| David Kennon Inc trimmed | 354,232 | $18M | 0.5% | 2026-Q2 |
| Valtinson Bruner Financial Planning LLC trimmed | 331,292 | $16M | 0.4% | 2026-Q2 |
| McClarren Financial Advisors, Inc. added | 330,616 | $16M | 0.4% | 2026-Q2 |
| Calder Financial LLC trimmed | 320,831 | $16M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 314,954 | $16M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 306,950 | $15M | 0.4% | 2026-Q2 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC added | 287,484 | $14M | 0.4% | 2026-Q2 |
| BlueChip Wealth Advisors LLC trimmed | 284,062 | $14M | 0.4% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 272,316 | $14M | 0.4% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 271,284 | $14M | 0.4% | 2026-Q2 |
| HTG Investment Advisors, Inc. added | 270,624 | $13M | 0.4% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 267,282 | $13M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 261,833 | $13M | 0.3% | 2026-Q2 |
| Colony Family Offices, LLC added | 257,677 | $13M | 0.3% | 2026-Q2 |
| KITCHING PARTNERS, LLC added | 246,697 | $12M | 0.3% | 2026-Q2 |
| CWC Advisors, LLC. added | 237,265 | $12M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENT MANAGEMENT LLC added | 236,587 | $12M | 0.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 220,176 | $11M | 0.3% | 2026-Q2 |
| CFO4Life Group, LLC trimmed | 219,320 | $11M | 0.3% | 2026-Q2 |
| Blom & Howell Financial Planning, Inc. trimmed | 199,993 | $10M | 0.3% | 2026-Q2 |
| KEYNOTE FINANCIAL SERVICES LLC added | 188,323 | $9M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 182,577 | $9M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 181,284 | $9M | 0.2% | 2026-Q2 |
| Spectrum Planning & Advisory Services Inc. added | 179,021 | $9M | 0.2% | 2026-Q2 |
| SpringVest Wealth Management LLC trimmed | 178,099 | $9M | 0.2% | 2026-Q2 |
| WEALTHSPAN PARTNERS, LLC added | 177,091 | $9M | 0.2% | 2026-Q2 |
| Schulz Wealth, LTD. trimmed | 174,683 | $9M | 0.2% | 2026-Q2 |
| Crews Bank & Trust added | 161,976 | $8M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 158,180 | $8M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 155,431 | $8M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 154,909 | $8M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 151,286 | $8M | 0.2% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 142,830 | $7M | 0.2% | 2026-Q2 |
| Lebenthal Global Advisors, LLC added | 141,174 | $7M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. added | 140,948 | $7M | 0.2% | 2026-Q2 |
| DeLarme Wealth Management, Inc. added | 139,499 | $7M | 0.2% | 2026-Q2 |
| Evanson Financial, LLC new | 136,854 | $7M | 0.2% | 2026-Q2 |
| NVWM, LLC trimmed | 135,343 | $7M | 0.2% | 2026-Q2 |
| Beaumont Asset Management, L.L.C. added | 132,982 | $7M | 0.2% | 2026-Q2 |
| Harpswell Capital Advisors, LLC trimmed | 129,713 | $6M | 0.2% | 2026-Q2 |
| NICOLET BANKSHARES INC added | 122,424 | $6M | 0.2% | 2026-Q2 |
| ADVISORY RESEARCH INC added | 120,152 | $6M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 119,713 | $6M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC trimmed | 118,507 | $6M | 0.2% | 2026-Q2 |
| Pine Harbor Wealth Management, LLC added | 117,705 | $6M | 0.2% | 2026-Q2 |
| MorganRosel Wealth Management, LLC added | 117,316 | $6M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 115,752 | $6M | 0.2% | 2026-Q2 |
| ASPIRIANT, LLC added | 115,081 | $6M | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC trimmed | 112,822 | $6M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 112,462 | $6M | 0.1% | 2026-Q2 |
| Fischer Financial Services, Inc. added | 108,520 | $5M | 0.1% | 2026-Q2 |
| Leeward Financial Partners, LLC trimmed | 105,776 | $5M | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC new | 105,720 | $5M | 0.1% | 2026-Q2 |
| UBS Group AG added | 104,109 | $5M | 0.1% | 2026-Q2 |
| LOWERY THOMAS, LLC added | 103,799 | $5M | 0.1% | 2026-Q2 |
| OPTIMA CAPITAL LLC added | 103,054 | $5M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 101,915 | $5M | 0.1% | 2026-Q2 |
| ZAZOVE ASSOCIATES LLC | 100,000 | $5M | 0.1% | 2026-Q2 |
| Zhang Financial LLC added | 99,319 | $5M | 0.1% | 2026-Q2 |
| Alpha Zero LLC added | 98,379 | $5M | 0.1% | 2026-Q2 |
| Greenspring Advisors, LLC added | 98,092 | $5M | 0.1% | 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.