Who owns VUSB (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-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
137 tracked funds added or opened VUSB while 54 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
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 0.9% of theirs — a 0.8pp 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 2025-Q4 and 2026-Q1, across 466 tracked filers holding VUSB, 271 increased or opened the position and 165 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 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 33
- ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$438M
- Clearstead Advisors, LLC$44M
- CAPITAL ADVISORS INC/OK$29M
- Capital Advantage, Inc.$17M
- CITADEL ADVISORS LLC$16M
- JANE STREET GROUP, LLC$13M
Full exits 12
- Clarius Group, LLC$21M
- Schulz Wealth, LTD.$9M
- Thrivent Financial for Lutherans$8M
- MIdWestOne Financial Group, Inc.$5M
- ZAZOVE ASSOCIATES LLC$5M
- HRT FINANCIAL LP$3M
Largest adds
- Allspring Global Investments Holdings, LLC$44M
- WELLS FARGO & COMPANY/MN$38M
- LPL Financial LLC$26M
- Advisory Services Network, LLC$19M
- Charter Oak Capital Management, LLC$15M
- M Holdings Securities, Inc.$13M
Largest trims
- Fortis Advisors, LLC$16M
- Valpey Financial Services, LLC$16M
- BANK OF AMERICA CORP /DE/$14M
- BANK OF MONTREAL /CAN/$7M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- MorganRosel Wealth Management, LLC$3M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 25,175,463 | $1.3B | 29.5% | 2026-Q1 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP new | 8,806,000 | $438M | 10.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 3,613,292 | $180M | 4.2% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 3,101,884 | $154M | 3.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,990,293 | $149M | 3.5% | 2026-Q1 |
| LPL Financial LLC added | 2,526,786 | $126M | 3.0% | 2026-Q1 |
| Blue Trust, Inc. added | 2,008,209 | $100M | 2.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,759,740 | $88M | 2.1% | 2026-Q1 |
| Avion Wealth added | 1,431,950 | $71M | 1.7% | 2026-Q1 |
| Wharton Business Group, LLC added | 1,424,204 | $71M | 1.7% | 2026-Q1 |
| Pacific Center for Financial Services added | 1,123,799 | $56M | 1.3% | 2026-Q1 |
| Kensington Asset Management, LLC | 1,105,568 | $55M | 1.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 893,268 | $44M | 1.0% | 2026-Q1 |
| Clearstead Advisors, LLC new | 881,609 | $44M | 1.0% | 2026-Q1 |
| Charter Oak Capital Management, LLC added | 872,856 | $43M | 1.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 833,617 | $42M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 696,300 | $35M | 0.8% | 2026-Q1 |
| Red Wave Investments LLC added | 660,081 | $33M | 0.8% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 646,922 | $32M | 0.8% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK new | 580,847 | $29M | 0.7% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. added | 548,519 | $27M | 0.6% | 2026-Q1 |
| 55 North Private Wealth, LLC added | 527,010 | $26M | 0.6% | 2026-Q1 |
| Waverly Advisors, LLC added | 521,180 | $26M | 0.6% | 2026-Q1 |
| Fonville Wealth Management LLC added | 494,490 | $25M | 0.6% | 2026-Q1 |
| Alpha Omega Wealth Management LLC added | 491,571 | $24M | 0.6% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 481,143 | $24M | 0.6% | 2026-Q1 |
| Spectrum Asset Management, Inc. (NB/CA) added | 466,556 | $23M | 0.5% | 2026-Q1 |
| Advisory Services Network, LLC added | 463,552 | $23M | 0.5% | 2026-Q1 |
| Global Wealth Management, LLC added | 440,250 | $22M | 0.5% | 2026-Q1 |
| LOWE BROCKENBROUGH & CO INC added | 435,003 | $22M | 0.5% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 416,126 | $21M | 0.5% | 2026-Q1 |
| NKCFO LLC added | 403,600 | $20M | 0.5% | 2026-Q1 |
| Eagle Capital Management, LLC trimmed | 389,904 | $19M | 0.5% | 2026-Q1 |
| M Holdings Securities, Inc. added | 378,989 | $19M | 0.4% | 2026-Q1 |
| Coyle Financial Counsel LLC added | 369,912 | $18M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 365,235 | $18M | 0.4% | 2026-Q1 |
| David Kennon Inc trimmed | 360,196 | $18M | 0.4% | 2026-Q1 |
| Capital Advantage, Inc. added | 347,908 | $17M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 346,011 | $17M | 0.4% | 2026-Q1 |
| Valtinson Bruner Financial Planning LLC trimmed | 340,381 | $17M | 0.4% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 339,054 | $17M | 0.4% | 2026-Q1 |
| Calder Financial LLC trimmed | 330,287 | $16M | 0.4% | 2026-Q1 |
| TruWealth Advisors, LLC added | 326,580 | $16M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 319,608 | $16M | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC added | 312,143 | $16M | 0.4% | 2026-Q1 |
| McClarren Financial Advisors, Inc. added | 309,795 | $15M | 0.4% | 2026-Q1 |
| AE Wealth Management LLC added | 305,294 | $15M | 0.4% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 305,236 | $15M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 301,213 | $15M | 0.4% | 2026-Q1 |
| BlueChip Wealth Advisors LLC added | 295,906 | $15M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 276,542 | $14M | 0.3% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 272,834 | $14M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 271,655 | $14M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 264,935 | $13M | 0.3% | 2026-Q1 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC added | 263,552 | $13M | 0.3% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 260,296 | $13M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 257,480 | $13M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 256,491 | $13M | 0.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 247,177 | $12M | 0.3% | 2026-Q1 |
| CFO4Life Group, LLC trimmed | 244,431 | $12M | 0.3% | 2026-Q1 |
| KITCHING PARTNERS, LLC added | 237,944 | $12M | 0.3% | 2026-Q1 |
| Colony Family Offices, LLC trimmed | 236,582 | $12M | 0.3% | 2026-Q1 |
| CWC Advisors, LLC. added | 234,837 | $12M | 0.3% | 2026-Q1 |
| Leeward Financial Partners, LLC added | 221,038 | $11M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENT MANAGEMENT LLC added | 210,161 | $10M | 0.2% | 2026-Q1 |
| SpringVest Wealth Management LLC trimmed | 199,806 | $10M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 196,931 | $10M | 0.2% | 2026-Q1 |
| HTG Investment Advisors, Inc. added | 193,730 | $10M | 0.2% | 2026-Q1 |
| KEYNOTE FINANCIAL SERVICES LLC added | 177,582 | $9M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 174,017 | $9M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 172,722 | $9M | 0.2% | 2026-Q1 |
| NVWM, LLC added | 164,962 | $8M | 0.2% | 2026-Q1 |
| Warwick Investment Management, Inc. added | 163,530 | $8M | 0.2% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 163,434 | $8M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 162,850 | $8M | 0.2% | 2026-Q1 |
| Crews Bank & Trust added | 157,446 | $8M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 155,608 | $8M | 0.2% | 2026-Q1 |
| EVERETT HARRIS & CO /CA/ added | 147,250 | $7M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 147,088 | $7M | 0.2% | 2026-Q1 |
| Spectrum Planning & Advisory Services Inc. new | 142,021 | $7M | 0.2% | 2026-Q1 |
| Signature Wealth Management Group trimmed | 141,911 | $7M | 0.2% | 2026-Q1 |
| DeLarme Wealth Management, Inc. added | 133,611 | $7M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 131,410 | $7M | 0.2% | 2026-Q1 |
| Harpswell Capital Advisors, LLC added | 130,455 | $6M | 0.2% | 2026-Q1 |
| Beaumont Asset Management, L.L.C. added | 128,881 | $6M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 119,537 | $6M | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 119,216 | $6M | 0.1% | 2026-Q1 |
| Evanson Asset Management, LLC added | 118,370 | $6M | 0.1% | 2026-Q1 |
| Pine Harbor Wealth Management, LLC added | 117,622 | $6M | 0.1% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 117,388 | $6M | 0.1% | 2026-Q1 |
| NICOLET BANKSHARES INC added | 116,901 | $6M | 0.1% | 2026-Q1 |
| 49 WEALTH MANAGEMENT, LLC new | 113,737 | $6M | 0.1% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 112,231 | $6M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 1,812,700 | $90M | 2.1% | 2025-Q1 stale |
| EXCHANGE TRADED CONCEPTS, LLC new | 1,655,384 | $83M | 1.9% | 2025-Q1 stale |
| Clarius Group, LLC added | 413,417 | $21M | 0.5% | 2025-Q4 stale |
| Schulz Wealth, LTD. added | 177,475 | $9M | 0.2% | 2025-Q4 stale |
| Thrivent Financial for Lutherans new | 166,321 | $8M | 0.2% | 2025-Q4 stale |
| Kintayl Capital LP | 120,600 | $6M | 0.1% | 2025-Q3 stale |
| Ashton Thomas Private Wealth, LLC trimmed | 110,948 | $6M | 0.1% | 2025-Q2 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.