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Institutional Ownership · SEC Form 13F

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.

466
Institutional holders
89,591,402
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added25,175,463$1.3B29.5%2026-Q1
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP new8,806,000$438M10.3%2026-Q1
WELLS FARGO & COMPANY/MN added3,613,292$180M4.2%2026-Q1
Bramshill Investments, LLC trimmed3,101,884$154M3.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed2,990,293$149M3.5%2026-Q1
LPL Financial LLC added2,526,786$126M3.0%2026-Q1
Blue Trust, Inc. added2,008,209$100M2.4%2026-Q1
HighTower Advisors, LLC added1,759,740$88M2.1%2026-Q1
Avion Wealth added1,431,950$71M1.7%2026-Q1
Wharton Business Group, LLC added1,424,204$71M1.7%2026-Q1
Pacific Center for Financial Services added1,123,799$56M1.3%2026-Q1
Kensington Asset Management, LLC1,105,568$55M1.3%2026-Q1
Allspring Global Investments Holdings, LLC added893,268$44M1.0%2026-Q1
Clearstead Advisors, LLC new881,609$44M1.0%2026-Q1
Charter Oak Capital Management, LLC added872,856$43M1.0%2026-Q1
RAYMOND JAMES FINANCIAL INC added833,617$42M1.0%2026-Q1
ROYAL BANK OF CANADA added696,300$35M0.8%2026-Q1
Red Wave Investments LLC added660,081$33M0.8%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added646,922$32M0.8%2026-Q1
CAPITAL ADVISORS INC/OK new580,847$29M0.7%2026-Q1
Fortitude Advisory Group L.L.C. added548,519$27M0.6%2026-Q1
55 North Private Wealth, LLC added527,010$26M0.6%2026-Q1
Waverly Advisors, LLC added521,180$26M0.6%2026-Q1
Fonville Wealth Management LLC added494,490$25M0.6%2026-Q1
Alpha Omega Wealth Management LLC added491,571$24M0.6%2026-Q1
MML INVESTORS SERVICES, LLC added481,143$24M0.6%2026-Q1
Spectrum Asset Management, Inc. (NB/CA) added466,556$23M0.5%2026-Q1
Advisory Services Network, LLC added463,552$23M0.5%2026-Q1
Global Wealth Management, LLC added440,250$22M0.5%2026-Q1
LOWE BROCKENBROUGH & CO INC added435,003$22M0.5%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added416,126$21M0.5%2026-Q1
NKCFO LLC added403,600$20M0.5%2026-Q1
Eagle Capital Management, LLC trimmed389,904$19M0.5%2026-Q1
M Holdings Securities, Inc. added378,989$19M0.4%2026-Q1
Coyle Financial Counsel LLC added369,912$18M0.4%2026-Q1
OSAIC HOLDINGS, INC. added365,235$18M0.4%2026-Q1
David Kennon Inc trimmed360,196$18M0.4%2026-Q1
Capital Advantage, Inc. added347,908$17M0.4%2026-Q1
STIFEL FINANCIAL CORP added346,011$17M0.4%2026-Q1
Valtinson Bruner Financial Planning LLC trimmed340,381$17M0.4%2026-Q1
HORIZON KINETICS ASSET MANAGEMENT LLC trimmed339,054$17M0.4%2026-Q1
Calder Financial LLC trimmed330,287$16M0.4%2026-Q1
TruWealth Advisors, LLC added326,580$16M0.4%2026-Q1
CITADEL ADVISORS LLC added319,608$16M0.4%2026-Q1
IHT Wealth Management, LLC added312,143$16M0.4%2026-Q1
McClarren Financial Advisors, Inc. added309,795$15M0.4%2026-Q1
AE Wealth Management LLC added305,294$15M0.4%2026-Q1
ECLECTIC ASSOCIATES INC /ADV added305,236$15M0.4%2026-Q1
Cetera Investment Advisers added301,213$15M0.4%2026-Q1
BlueChip Wealth Advisors LLC added295,906$15M0.3%2026-Q1
Mariner, LLC added276,542$14M0.3%2026-Q1
OneDigital Investment Advisors LLC trimmed272,834$14M0.3%2026-Q1
Kestra Advisory Services, LLC added271,655$14M0.3%2026-Q1
Chicago Partners Investment Group LLC added264,935$13M0.3%2026-Q1
FOUNDERS GROVE WEALTH PARTNERS, LLC added263,552$13M0.3%2026-Q1
Mesirow Financial Investment Management, Inc. added260,296$13M0.3%2026-Q1
JANE STREET GROUP, LLC added257,480$13M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed256,491$13M0.3%2026-Q1
Focus Partners Wealth trimmed247,177$12M0.3%2026-Q1
CFO4Life Group, LLC trimmed244,431$12M0.3%2026-Q1
KITCHING PARTNERS, LLC added237,944$12M0.3%2026-Q1
Colony Family Offices, LLC trimmed236,582$12M0.3%2026-Q1
CWC Advisors, LLC. added234,837$12M0.3%2026-Q1
Leeward Financial Partners, LLC added221,038$11M0.3%2026-Q1
HARBOUR INVESTMENT MANAGEMENT LLC added210,161$10M0.2%2026-Q1
SpringVest Wealth Management LLC trimmed199,806$10M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed196,931$10M0.2%2026-Q1
HTG Investment Advisors, Inc. added193,730$10M0.2%2026-Q1
KEYNOTE FINANCIAL SERVICES LLC added177,582$9M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added174,017$9M0.2%2026-Q1
BLAIR WILLIAM & CO/IL trimmed172,722$9M0.2%2026-Q1
NVWM, LLC added164,962$8M0.2%2026-Q1
Warwick Investment Management, Inc. added163,530$8M0.2%2026-Q1
Rothschild Wealth LLC trimmed163,434$8M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed162,850$8M0.2%2026-Q1
Crews Bank & Trust added157,446$8M0.2%2026-Q1
Apella Capital, LLC trimmed155,608$8M0.2%2026-Q1
EVERETT HARRIS & CO /CA/ added147,250$7M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added147,088$7M0.2%2026-Q1
Spectrum Planning & Advisory Services Inc. new142,021$7M0.2%2026-Q1
Signature Wealth Management Group trimmed141,911$7M0.2%2026-Q1
DeLarme Wealth Management, Inc. added133,611$7M0.2%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added131,410$7M0.2%2026-Q1
Harpswell Capital Advisors, LLC added130,455$6M0.2%2026-Q1
Beaumont Asset Management, L.L.C. added128,881$6M0.2%2026-Q1
Corient Private Wealth LLC added119,537$6M0.1%2026-Q1
Tower Research Capital LLC (TRC) added119,216$6M0.1%2026-Q1
Evanson Asset Management, LLC added118,370$6M0.1%2026-Q1
Pine Harbor Wealth Management, LLC added117,622$6M0.1%2026-Q1
VERUS CAPITAL PARTNERS, LLC added117,388$6M0.1%2026-Q1
NICOLET BANKSHARES INC added116,901$6M0.1%2026-Q1
49 WEALTH MANAGEMENT, LLC new113,737$6M0.1%2026-Q1
Capital Analysts, LLC trimmed112,231$6M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added1,812,700$90M2.1%2025-Q1 stale
EXCHANGE TRADED CONCEPTS, LLC new1,655,384$83M1.9%2025-Q1 stale
Clarius Group, LLC added413,417$21M0.5%2025-Q4 stale
Schulz Wealth, LTD. added177,475$9M0.2%2025-Q4 stale
Thrivent Financial for Lutherans new166,321$8M0.2%2025-Q4 stale
Kintayl Capital LP120,600$6M0.1%2025-Q3 stale
Ashton Thomas Private Wealth, LLC trimmed110,948$6M0.1%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.

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