VB Institutional Ownership
Who owns VB and what the big funds did with it last quarter, from every SEC 13F filing. 2,479 funds reported holding VB at Jun 30, 2026.
- ▲1,084 buying vs 941 selling
- ●Shares held by funds -0.0%
- ▲Funds holding +73
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,479 | 2,406 | +3.0% |
| In funds' top 10 | 218 | 207 | +5.3% |
| 13F shares | 158M | 158M | −0.0% |
| Held by funds | – | – | – |
| New positions | 142 | 115 | +23.5% |
| Increased | 942 | 994 | −5.2% |
| Reduced | 885 | 839 | +5.5% |
| Sold out | 56 | 85 | −34.1% |
| Calls (shares) | 22K | 23K | −5.3% |
| Puts (shares) | 22K | 52K | −58.3% |
| Put/call ratio | 1.00 | 2.27 | −56.0% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in VB
All superinvestors →
Who owns VB
share of fund held shares- Index and passive funds2.1%
- Active managers and hedge funds57.0%
- Banks and brokers40.2%
- Pensions, insurers and other0.7%
The top 10 holders own 36.6% of all VB shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
1,849 funds changed their position- Mission Wealth Management, LPTrimmed−373K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−353K sh
- Wit, LLCAdded+310K sh
- Wilshire Advisors LLCNew+276K sh
- Assetmark, IncTrimmed−217K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 21.6M | $6.5B | −55K |
| 2 | Morgan Stanley | – | 8.1M | $2.5B | +53K |
| 3 | Wells Fargo & Company/mn | – | 5.1M | $1.5B | −909K |
| 4 | UBS Group AG | – | 4.1M | $1.3B | −269K |
| 5 | Envestnet Asset Management Inc | – | 3.9M | $1.2B | +400K |
| 6 | Mercer Global Advisors Inc /adv | – | 3.4M | $1B | +92K |
| 7 | LPL Financial LLC | – | 3.3M | $1B | −21K |
| 8 | Captrust Financial Advisors | – | 2.9M | $884M | +82K |
| 9 | Northwestern Mutual Wealth Management Co | – | 2.8M | $853M | +911 |
| 10 | Jones Financial Companies Lllp | – | 2.6M | $789M | −342K |
- Assetmark, Inc+467K sh+$141M
- Envestnet Asset Management Inc+400K sh+$121M
- Mission Wealth Management, LP+354K sh+$107M
- Cambridge Investment Research Advisors, Inc.+316K sh+$95.9M
- Axxcess Wealth Management, LLC+176K sh+$53.4M
- Integrated Wealth Concepts LLC+166K sh+$50.3M
- Osaic Holdings, Inc.+158K sh+$48M
- Kestra Advisory Services, LLC+131K sh+$39.7M
- Wells Fargo & Company/mn−909K sh−$275M
- Wellington Management Group LLP−404K sh−$122M
- Jones Financial Companies Lllp−342K sh−$102M
- UBS Group AG−269K sh−$81.5M
- Charles Schwab Investment Management Inc−225K sh−$68.2M
- Raymond James Financial Inc−190K sh−$57.5M
- Thrivent Financial for Lutherans−188K sh−$57.1M
- Ameriprise Financial Inc−159K sh−$48.1M
VB institutional ownership FAQ
Who owns the most VB stock?
In Q2 2026 13F filings the largest holder of VB was Bank of America Corp /de/, followed by Morgan Stanley and Wells Fargo & Company/mn. Index fund managers are usually the biggest holders of large companies.
What percentage of VB is owned by institutions?
2,479 funds reported holding 158M VB shares at Jun 30, 2026.
Are hedge funds buying VB?
In Q2 2026, 1,084 funds bought VB (142 of them new positions) and 941 sold (56 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for VB is neutral.
What is VB's institutional put/call ratio?
Funds reported $6.5M of VB puts against $6.5M of calls, a put/call ratio of 1.00 (2.27 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this VB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.