VBR Institutional Ownership
Who owns VBR and what the big funds did with it last quarter, from every SEC 13F filing. 1,770 funds reported holding VBR at Jun 30, 2026.
- ●709 buying vs 699 selling
- ●Shares held by funds +0.9%
- ▲Funds holding +51
- ▼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 | 1,770 | 1,719 | +3.0% |
| In funds' top 10 | 105 | 106 | −0.9% |
| 13F shares | 86.2M | 85.4M | +0.9% |
| Held by funds | – | – | – |
| New positions | 108 | 113 | −4.4% |
| Increased | 601 | 638 | −5.8% |
| Reduced | 643 | 587 | +9.5% |
| Sold out | 56 | 54 | +3.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in VBR
All superinvestors →
Who owns VBR
share of fund held shares- Index and passive funds0.3%
- Active managers and hedge funds65.7%
- Banks and brokers32.8%
- Pensions, insurers and other1.3%
The top 10 holders own 40.3% of all VBR 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
854 funds changed their position- Assetmark, IncTrimmed−415K sh
- Cambridge Investment Research Advisors, Inc.Trimmed−185K sh
- Shakespeare Wealth Management, LLCNew+87K sh
- Wealth Enhancement Advisory Services, LLCAdded+58K sh
- Madrona Financial Services, LLCNew+35K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 13.7M | $3.3B | +279K |
| 2 | Assetmark, Inc | – | 4.9M | $1.2B | +794K |
| 3 | Morgan Stanley | – | 3.9M | $939M | +47K |
| 4 | Betterment LLC | – | 2.8M | $684M | −104K |
| 5 | Aspiriant, LLC | – | 1.7M | $424M | +6,009 |
| 6 | Wells Fargo & Company/mn | – | 1.7M | $407M | −14K |
| 7 | Envestnet Asset Management Inc | – | 1.6M | $387M | −20K |
| 8 | LPL Financial LLC | – | 1.5M | $375M | +63K |
| 9 | Sei Investments Co | – | 1.5M | $368M | +29K |
| 10 | UBS Group AG | – | 1.5M | $356M | −9,734 |
- Assetmark, Inc+794K sh+$193M
- Savant Capital, LLC+516K sh+$122M
- Pathstone Holdings, LLC+482K sh+$117M
- Bank of America Corp /de/+279K sh+$67.7M
- Everhart Financial Group, Inc.+199K sh+$48.4M
- Cambridge Investment Research Advisors, Inc.+178K sh+$43.2M
- Retirement Planning Group, LLC+85K sh+$20.6M
- Thrivent Financial for Lutherans+67K sh+$16.4M
- GFS Advisors, LLC−31K sh−$41.6M
- Allworth Financial LP−159K sh−$38.7M
- Corient Private Wealth LP−129K sh−$31.4M
- Betterment LLC−104K sh−$25.3M
- Shakespeare Wealth Management, LLC−115K sh−$24.9M
- Truist Financial Corp−78K sh−$18.9M
- Willis Investment Counsel−84K sh−$18.2M
- Private Advisor Group, LLC−51K sh−$12.3M
VBR institutional ownership FAQ
Who owns the most VBR stock?
In Q2 2026 13F filings the largest holder of VBR was Bank of America Corp /de/, followed by Assetmark, Inc and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of VBR is owned by institutions?
1,770 funds reported holding 86.2M VBR shares at Jun 30, 2026.
Are hedge funds buying VBR?
In Q2 2026, 709 funds bought VBR (108 of them new positions) and 699 sold (56 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for VBR is neutral.
What is VBR's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this VBR 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.