HoldingsChannel.com
Funds Holding VUSB

On this page, we present all of the funds holding VUSB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding VUSB, with a link to that fund's top holdings. The next columns indicate the amount of VUSB stock held by each of the funds holding VUSB, followed by the VUSB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 218 funds holding VUSB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wharton Business Group LLC. For more details on the positions held by Wharton Business Group LLC (or by any of the other funds holding VUSB), click the fund name in the "Holder" column of the funds-holding-VUSB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wharton Business Group LLC4,056,969$199,603 06/30/2022
     VUSB4,056,969$199,603 06/30/2022
TruWealth Advisors LLC2,174,017$106,962 06/30/2022
     VUSB2,174,017$106,962 06/30/2022
Bank of New York Mellon Corp1,887,671$92,873 06/30/2022
     VUSB1,887,671$92,873 06/30/2022
Verus Financial Partners Inc.1,385,798$68,167 06/30/2022
     VUSB1,385,798$68,167 06/30/2022
Mariner LLC1,068,426$52,567 06/30/2022
     VUSB1,068,426$52,567 06/30/2022
Angeles Investment Advisors LLC759,475$37,366 06/30/2022
     VUSB759,475$37,366 06/30/2022
Pacific Center for Financial Services736,139$36,218 06/30/2022
     VUSB736,139$36,218 06/30/2022
Kathmere Capital Management LLC631,335$31,062 06/30/2022
     VUSB631,335$31,062 06/30/2022
Commonwealth Equity Services LLC511,738$25,177 06/30/2022
     VUSB511,738$25,177 06/30/2022
WBH Advisory Inc.503,451$24,755 06/30/2022
     VUSB503,451$24,755 06/30/2022
Neuberger Berman Group LLC401,579$19,757 06/30/2022
     VUSB401,579$19,757 06/30/2022
Koss Olinger Consulting LLC393,106$19,341 06/30/2022
     VUSB393,106$19,341 06/30/2022
Jane Street Group LLC373,411$18,372 06/30/2022
     VUSB373,411$18,372 06/30/2022
Grant Street Asset Management Inc.345,620$17,005 06/30/2022
     VUSB345,620$17,005 06/30/2022
Avion Wealth323,688$15,925 06/30/2022
     VUSB323,688$15,925 06/30/2022
Roble Belko & Company Inc319,261$15,708 06/30/2022
     VUSB319,261$15,708 06/30/2022
Naples Global Advisors LLC266,175$13,096 06/30/2022
     VUSB266,175$13,096 06/30/2022
Front Barnett Associates LLC265,437$13,060 06/30/2022
     VUSB265,437$13,060 06/30/2022
Websterrogers Financial Advisors LLC260,437$12,814 06/30/2022
     VUSB260,437$12,814 06/30/2022
Capital Investment Services of America Inc.239,461$11,722 09/30/2022
     VUSB239,461$11,722 09/30/2022
Retirement Capital Strategies231,900$11,409 06/30/2022
     VUSB231,900$11,409 06/30/2022
InterOcean Capital Group LLC227,943$11,215 06/30/2022
     VUSB227,943$11,215 06/30/2022
Goldman Sachs Group Inc.216,945$10,674 06/30/2022
     VUSB216,945$10,674 06/30/2022
Northwest Capital Management Inc216,256$10,640 06/30/2022
     VUSB216,256$10,640 06/30/2022
Bray Capital Advisors212,050$10,433 06/30/2022
     VUSB212,050$10,433 06/30/2022
Landmark Financial Advisors LLC207,100$10,189 06/30/2022
     VUSB207,100$10,189 06/30/2022
TD Capital Management LLC199,044$9,793 06/30/2022
     VUSB199,044$9,793 06/30/2022
John W. Brooker & Co. CPAs198,211$9,752 06/30/2022
     VUSB198,211$9,752 06/30/2022
Creative Planning194,652$9,577 06/30/2022
     VUSB194,652$9,577 06/30/2022
Stifel Financial Corp178,385$8,777 06/30/2022
     VUSB178,385$8,777 06/30/2022
SP Asset Management174,039$8,563 06/30/2022
     VUSB174,039$8,563 06/30/2022
Advisor Group Holdings Inc.169,560$8,343 06/30/2022
     VUSB169,560$8,343 06/30/2022
Nelson Roberts Investment Advisors LLC155,676$7,659 06/30/2022
     VUSB155,676$7,659 06/30/2022
Nvwm LLC154,420$7,597 06/30/2022
     VUSB154,420$7,597 06/30/2022
BKD Wealth Advisors LLC152,829$7,519 06/30/2022
     VUSB152,829$7,519 06/30/2022
Monumental Financial Group Inc.147,095$7,237 06/30/2022
     VUSB147,095$7,237 06/30/2022
Royal Bank of Canada146,770$7,221 06/30/2022
     VUSB146,770$7,221 06/30/2022
Studio Investment Management LLC143,640$7,067 06/30/2022
     VUSB143,640$7,067 06/30/2022
Bridgeworth LLC143,167$7,044 06/30/2022
     VUSB143,167$7,044 06/30/2022
Blair William & Co. IL141,861$6,980 06/30/2022
     VUSB141,861$6,980 06/30/2022
Oppenheimer & Co. Inc.135,827$6,683 06/30/2022
     VUSB135,827$6,683 06/30/2022
Roundview Capital LLC123,811$6,092 06/30/2022
     VUSB123,811$6,092 06/30/2022
Madison Wealth Management120,300$5,919 06/30/2022
     VUSB120,300$5,919 06/30/2022
Pettyjohn Wood & White Inc.110,281$5,426 06/30/2022
     VUSB110,281$5,426 06/30/2022
Welch & Forbes LLC106,517$5,241 06/30/2022
     VUSB106,517$5,241 06/30/2022
Eclectic Associates Inc. ADV105,012$5,167 06/30/2022
     VUSB105,012$5,167 06/30/2022
MorganRosel Wealth Management LLC104,290$5,131 06/30/2022
     VUSB104,290$5,131 06/30/2022
HighTower Advisors LLC102,879$5,049 06/30/2022
     VUSB102,879$5,049 06/30/2022
MML Investors Services LLC101,187$4,978 06/30/2022
     VUSB101,187$4,978 06/30/2022
Texas Yale Capital Corp.98,510$4,847 06/30/2022
     VUSB98,510$4,847 06/30/2022
Aberdeen Wealth Management LLC98,352$4,839 06/30/2022
     VUSB98,352$4,839 06/30/2022
Galvin Gaustad & Stein LLC92,965$4,574 06/30/2022
     VUSB92,965$4,574 06/30/2022
Mountain Pacific Investment Advisers Inc. ID92,720$4,562 06/30/2022
     VUSB92,720$4,562 06/30/2022
Mengis Capital Management Inc.92,720$4,561 06/30/2022
     VUSB92,720$4,561 06/30/2022
Equity Investment Corp86,702$4,266 06/30/2022
     VUSB86,702$4,266 06/30/2022
Salem Investment Counselors Inc.85,766$4,220 06/30/2022
     VUSB85,766$4,220 06/30/2022
Belpointe Asset Management LLC84,480$4,156 06/30/2022
     VUSB84,480$4,156 06/30/2022
Cpwm LLC79,211$3,897 06/30/2022
     VUSB79,211$3,897 06/30/2022
CWS Financial Advisors LLC77,872$3,831 06/30/2022
     VUSB77,872$3,831 06/30/2022
Clarius Group LLC77,281$3,802 06/30/2022
     VUSB77,281$3,802 06/30/2022
Leeward Financial Partners LLC68,903$3,390 06/30/2022
     VUSB68,903$3,390 06/30/2022
Hoese & Co LLP69,220$3,388 09/30/2022
     VUSB69,220$3,388 09/30/2022
TAGStone Capital Inc.63,902$3,144 06/30/2022
     VUSB63,902$3,144 06/30/2022
Lowe Brockenbrough & Co. Inc.62,080$3,054 06/30/2022
     VUSB62,080$3,054 06/30/2022
Kestra Private Wealth Services LLC61,549$3,028 06/30/2022
     VUSB61,549$3,028 06/30/2022
Bank of Montreal Can60,790$2,992 06/30/2022
     VUSB60,790$2,992 06/30/2022
OLD Mission Capital LLC59,599$2,932 06/30/2022
     VUSB59,599$2,932 06/30/2022
TIAA FSB59,227$2,914 06/30/2022
     VUSB59,227$2,914 06/30/2022
Valmark Advisers Inc.57,979$2,853 06/30/2022
     VUSB57,979$2,853 06/30/2022
TriaGen Wealth Management LLC57,460$2,827 06/30/2022
     VUSB57,460$2,827 06/30/2022
Cambridge Investment Research Advisors Inc.52,963$2,606 06/30/2022
     VUSB52,963$2,606 06/30/2022
Gradient Capital Advisors LLC50,822$2,500 06/30/2022
     VUSB50,822$2,500 06/30/2022
HBK Sorce Advisory LLC50,403$2,480 06/30/2022
     VUSB50,403$2,480 06/30/2022
48,290$2,376 06/30/2022
     VUSB48,290$2,376 06/30/2022
Peapack Gladstone Financial Corp43,940$2,162 06/30/2022
     VUSB43,940$2,162 06/30/2022
Avantax Advisory Services Inc.43,468$2,139 06/30/2022
     VUSB43,468$2,139 06/30/2022
Northwest Wealth Management LLC42,866$2,109 06/30/2022
     VUSB42,866$2,109 06/30/2022
Blume Capital Management Inc.41,200$2,027 06/30/2022
     VUSB41,200$2,027 06/30/2022
Compass Financial Group Inc.40,558$1,995 06/30/2022
     VUSB40,558$1,995 06/30/2022
Apella Capital LLC39,590$1,948 06/30/2022
     VUSB39,590$1,948 06/30/2022
Scott Capital Advisors LLC39,401$1,939 06/30/2022
     VUSB39,401$1,939 06/30/2022
UMB Bank N A MO37,500$1,845 06/30/2022
     VUSB37,500$1,845 06/30/2022
Greenspring Advisors LLC35,105$1,725 06/30/2022
     VUSB35,105$1,725 06/30/2022
Cypress Point Wealth Management LLC34,013$1,673 06/30/2022
     VUSB34,013$1,673 06/30/2022
Wetherby Asset Management Inc.33,994$1,672 06/30/2022
     VUSB33,994$1,672 06/30/2022
Madrona Financial Services LLC31,825$1,566 06/30/2022
     VUSB31,825$1,566 06/30/2022
Beese Fulmer Investment Management Inc.30,825$1,509 09/30/2022
     VUSB30,825$1,509 09/30/2022
Bartlett & Co. LLC30,450$1,498 06/30/2022
     VUSB30,450$1,498 06/30/2022
Axiom Advisory LLC29,886$1,470 06/30/2022
     VUSB29,886$1,470 06/30/2022
Laurel Wealth Advisors Inc.27,600$1,358 06/30/2022
     VUSB27,600$1,358 06/30/2022
Palisades Hudson Asset Management L.P.27,151$1,336 06/30/2022
     VUSB27,151$1,336 06/30/2022
CENTRAL TRUST Co26,897$1,323 06/30/2022
     VUSB26,897$1,323 06/30/2022
Baldrige Asset Management LLC26,441$1,301 06/30/2022
     VUSB26,441$1,301 06/30/2022
Renaissance Technologies LLC25,100$1,235 06/30/2022
     VUSB25,100$1,235 06/30/2022
Joseph Group Capital Management24,558$1,208 06/30/2022
     VUSB24,558$1,208 06/30/2022
CVA Family Office LLC23,922$1,177 06/30/2022
     VUSB23,922$1,177 06/30/2022
Foster & Motley Inc.23,879$1,175 06/30/2022
     VUSB23,879$1,175 06/30/2022
StrategIQ Financial Group LLC23,881$1,175 06/30/2022
     VUSB23,881$1,175 06/30/2022
Capstone Triton Financial Group LLC23,690$1,165 06/30/2022
     VUSB23,690$1,165 06/30/2022
Mutual Advisors LLC23,221$1,142 06/30/2022
     VUSB23,221$1,142 06/30/2022
Resources Investment Advisors LLC.22,976$1,130 06/30/2022
     VUSB22,976$1,130 06/30/2022
Elgethun Capital Management22,311$1,098 06/30/2022
     VUSB22,311$1,098 06/30/2022
Steward Financial Group LLC22,318$1,098 06/30/2022
     VUSB22,318$1,098 06/30/2022
U.S. Capital Wealth Advisors LLC22,303$1,097 06/30/2022
     VUSB22,303$1,097 06/30/2022
Chatham Capital Group Inc.22,000$1,082 06/30/2022
     VUSB22,000$1,082 06/30/2022
Summit Asset Management LLC21,305$1,048 06/30/2022
     VUSB21,305$1,048 06/30/2022
Capital Asset Advisory Services LLC19,950$982 06/30/2022
     VUSB19,950$982 06/30/2022
Capital Advantage Inc.19,865$977 06/30/2022
     VUSB19,865$977 06/30/2022
WNY Asset Management LLC19,748$971 06/30/2022
     VUSB19,748$971 06/30/2022
Summit Global Investments19,369$953 06/30/2022
     VUSB19,369$953 06/30/2022
Captrust Financial Advisors19,253$947 06/30/2022
     VUSB19,253$947 06/30/2022
Nottingham Advisors Inc.18,610$916 06/30/2022
     VUSB18,610$916 06/30/2022
McClarren Financial Advisors Inc.18,619$914 06/30/2022
     VUSB18,619$914 06/30/2022
Curtis Advisory Group LLC18,541$912 06/30/2022
     VUSB18,541$912 06/30/2022
Allen Investment Management LLC18,465$908 06/30/2022
     VUSB18,465$908 06/30/2022
Willow Creek Wealth Management Inc.18,328$902 06/30/2022
     VUSB18,328$902 06/30/2022
Relative Value Partners Group LLC18,017$886 06/30/2022
     VUSB18,017$886 06/30/2022
Gofen & Glossberg LLC IL17,975$884 06/30/2022
     VUSB17,975$884 06/30/2022
Graves Light Private Wealth Management Inc.16,998$836 06/30/2022
     VUSB16,998$836 06/30/2022
Ieq Capital LLC15,517$763 06/30/2022
     VUSB15,517$763 06/30/2022
Westwood Holdings Group Inc.15,419$759 06/30/2022
     VUSB15,419$759 06/30/2022
Ballew Advisors Inc15,206$748 06/30/2022
     VUSB15,206$748 06/30/2022
Cutler Investment Counsel LLC15,075$742 06/30/2022
     VUSB15,075$742 06/30/2022
Mascoma Wealth Management LLC15,069$741 06/30/2022
     VUSB15,069$741 06/30/2022
APCM Wealth Management for Individuals14,945$735 06/30/2022
     VUSB14,945$735 06/30/2022
We Are One Seven LLC13,931$685 06/30/2022
     VUSB13,931$685 06/30/2022
Western Wealth Management LLC13,866$682 06/30/2022
     VUSB13,866$682 06/30/2022
Watchman Group Inc.13,650$672 06/30/2022
     VUSB13,650$672 06/30/2022
Applied Capital LLC13,284$654 06/30/2022
     VUSB13,284$654 06/30/2022
Simon Quick Advisors LLC13,083$643 06/30/2022
     VUSB13,083$643 06/30/2022
LPL Financial LLC13,008$640 06/30/2022
     VUSB13,008$640 06/30/2022
Cetera Advisor Networks LLC12,941$637 06/30/2022
     VUSB12,941$637 06/30/2022
Keudell Morrison Wealth Management12,820$631 06/30/2022
     VUSB12,820$631 06/30/2022
Cardiff Park Advisors LLC12,782$629 06/30/2022
     VUSB12,782$629 06/30/2022
TRU Independence Asset Management 2 LLC12,647$622 06/30/2022
     VUSB12,647$622 06/30/2022
Staley Capital Advisers Inc.12,300$605 06/30/2022
     VUSB12,300$605 06/30/2022
Willis Johnson & Associates Inc.12,052$593 06/30/2022
     VUSB12,052$593 06/30/2022
New England Private Wealth Advisors LLC11,985$592 06/30/2022
     VUSB11,985$592 06/30/2022
Family Management Corp11,994$590 06/30/2022
     VUSB11,994$590 06/30/2022
Cetera Investment Advisers11,890$585 06/30/2022
     VUSB11,890$585 06/30/2022
Life Planning Partners Inc11,895$585 06/30/2022
     VUSB11,895$585 06/30/2022
Birch Capital Management LLC11,563$566 09/30/2022
     VUSB11,563$566 09/30/2022
Kestra Advisory Services LLC11,256$554 06/30/2022
     VUSB11,256$554 06/30/2022
CRA Financial Services LLC11,234$553 06/30/2022
     VUSB11,234$553 06/30/2022
Nicolet Bankshares Inc.11,203$551 06/30/2022
     VUSB11,203$551 06/30/2022
SOL Capital Management CO10,850$534 06/30/2022
     VUSB10,850$534 06/30/2022
Raab & Moskowitz Asset Management LLC9,538$469 06/30/2022
     VUSB9,538$469 06/30/2022
Investors Asset Management of Georgia Inc. GA ADV9,300$458 06/30/2022
     VUSB9,300$458 06/30/2022
Sax Wealth Advisors LLC8,750$431 06/30/2022
     VUSB8,750$431 06/30/2022
DAVENPORT & Co LLC8,690$428 06/30/2022
     VUSB8,690$428 06/30/2022
Garrett Investment Advisors LLC8,708$428 06/30/2022
     VUSB8,708$428 06/30/2022
True North Advisors LLC8,382$412 06/30/2022
     VUSB8,382$412 06/30/2022
Wealthcare Advisory Partners LLC8,326$410 06/30/2022
     VUSB8,326$410 06/30/2022
McIlrath & Eck LLC8,337$410 06/30/2022
     VUSB8,337$410 06/30/2022
Fullen Financial Group8,122$400 06/30/2022
     VUSB8,122$400 06/30/2022
Bond & Devick Financial Network Inc.7,969$392 06/30/2022
     VUSB7,969$392 06/30/2022
BLB&B Advisors LLC7,910$389 06/30/2022
     VUSB7,910$389 06/30/2022
Truist Financial Corp7,827$385 06/30/2022
     VUSB7,827$385 06/30/2022
Tower Bridge Advisors $384 06/30/2022
     MUTUAL36,544$384 06/30/2022
Envestnet Asset Management Inc.7,754$381 06/30/2022
     VUSB7,754$381 06/30/2022
N.E.W. Advisory Services LLC7,666$377 06/30/2022
     VUSB7,666$377 06/30/2022
Aspiriant LLC7,505$369 06/30/2022
     VUSB7,505$369 06/30/2022
Strid Group LLC7,453$367 06/30/2022
     VUSB7,453$367 06/30/2022
AdvisorNet Financial Inc7,208$353 09/30/2022
     VUSB7,208$353 09/30/2022
Rockefeller Capital Management L.P.7,178$353 06/30/2022
     VUSB7,178$353 06/30/2022
Evergreen Capital Management LLC7,000$344 06/30/2022
     VUSB7,000$344 06/30/2022
Morgan Stanley6,885$339 06/30/2022
     VUSB6,885$339 06/30/2022
Cardinal Point Wealth Management Partners LLC6,775$333 06/30/2022
     VUSB6,775$333 06/30/2022
Murphy Pohlad Asset Management LLC6,599$324 06/30/2022
     VUSB6,599$324 06/30/2022
RMB Capital Management LLC6,574$323 06/30/2022
     VUSB6,574$323 06/30/2022
RGT Wealth Advisors LLC6,500$320 06/30/2022
     VUSB6,500$320 06/30/2022
Portfolio Solutions LLC6,066$298 06/30/2022
     VUSB6,066$298 06/30/2022
BlackDiamond Wealth Management Inc.5,986$294 06/30/2022
     VUSB5,986$294 06/30/2022
Two Sigma Securities LLC5,578$274 06/30/2022
     VUSB5,578$274 06/30/2022
Coldstream Capital Management Inc.5,531$272 06/30/2022
     VUSB5,531$272 06/30/2022
Berkeley Capital Partners LLC5,395$265 06/30/2022
     VUSB5,395$265 06/30/2022
WESCAP Management Group Inc.5,090$250 06/30/2022
     VUSB5,090$250 06/30/2022
Exencial Wealth Advisors LLC5,066$249 06/30/2022
     VUSB5,066$249 06/30/2022
Everett Harris & Co. CA5,050$248 06/30/2022
     VUSB5,050$248 06/30/2022
Headinvest LLC5,000$246 06/30/2022
     VUSB5,000$246 06/30/2022
Sequoia Financial Advisors LLC5,000$246 06/30/2022
     VUSB5,000$246 06/30/2022
TFO TDC LLC4,976$245 06/30/2022
     VUSB4,976$245 06/30/2022
Montecito Bank & Trust4,863$239 06/30/2022
     VUSB4,863$239 06/30/2022
Rinkey Investments4,866$239 06/30/2022
     VUSB4,866$239 06/30/2022
B. Riley Wealth Management Inc.4,500$221 06/30/2022
     VUSB4,500$221 06/30/2022
Capital Advisors Wealth Management LLC4,500$221 06/30/2022
     VUSB4,500$221 06/30/2022
Clean Yield Group4,295$211 06/30/2022
     VUSB4,295$211 06/30/2022
GWM Advisors LLC4,250$209 06/30/2022
     VUSB4,250$209 06/30/2022
MAS Advisors LLC4,250$209 06/30/2022
     VUSB4,250$209 06/30/2022
Darrow Company Inc.3,841$188 06/30/2022
     VUSB3,841$188 06/30/2022
Allworth Financial LP3,359$165 06/30/2022
     VUSB3,359$165 06/30/2022
St. James Investment Advisors LLC3,054$150 06/30/2022
     VUSB3,054$150 06/30/2022
TFC Financial Management2,430$120 06/30/2022
     VUSB2,430$120 06/30/2022
Concord Wealth Partners2,010$99 06/30/2022
     VUSB2,010$99 06/30/2022
Heritage Wealth Advisors2,000$98 06/30/2022
     VUSB2,000$98 06/30/2022
Community Bank N.A.2,000$98 06/30/2022
     VUSB2,000$98 06/30/2022
Chandler Asset Management Inc.1,845$91 06/30/2022
     VUSB1,845$91 06/30/2022
AllSquare Wealth Management LLC1,811$89 06/30/2022
     VUSB1,811$89 06/30/2022
Ancora Advisors LLC1,063$52 06/30/2022
     VUSB1,063$52 06/30/2022
US Bancorp DE1,000$49 06/30/2022
     VUSB1,000$49 06/30/2022
First PREMIER Bank1,002$49 06/30/2022
     VUSB1,002$49 06/30/2022
Wallington Asset Management LLC710$34 06/30/2022
     VUSB710$34 06/30/2022
Harbour Investments Inc.658$32 06/30/2022
     VUSB658$32 06/30/2022
Geneos Wealth Management Inc.558$27 06/30/2022
     VUSB558$27 06/30/2022
CWM LLC473$23 06/30/2022
     VUSB473$23 06/30/2022
IFP Advisors Inc446$22 06/30/2022
     VUSB446$22 06/30/2022
Hanson & Doremus Investment Management390$19 06/30/2022
     VUSB390$19 06/30/2022
Fifth Third Bancorp375$18 06/30/2022
     VUSB375$18 06/30/2022
North Star Investment Management Corp.365$18 06/30/2022
     VUSB365$18 06/30/2022
National Bank of Canada FI354$17 06/30/2022
     VUSB354$17 06/30/2022
Hexagon Capital Partners LLC343$17 06/30/2022
     VUSB343$17 06/30/2022
Ogorek Anthony Joseph NY ADV243$11 06/30/2022
     VUSB243$11 06/30/2022
JJJ Advisors Inc.181$9 06/30/2022
     VUSB181$9 06/30/2022
SOA Wealth Advisors LLC.167$8 09/30/2022
     VUSB167$8 09/30/2022
Evermay Wealth Management LLC76$4 06/30/2022
     VUSB76$4 06/30/2022
JNBA Financial Advisors80$4 06/30/2022
     VUSB80$4 06/30/2022
Wells Fargo & Company MN58$3 06/30/2022
     VUSB58$3 06/30/2022
Signaturefd LLC20$1 06/30/2022
     VUSB20$1 06/30/2022
Proequities Inc.0$0 06/30/2022
     VUSB0$0 06/30/2022

See Summary: Institutional Holders of VUSB
See Details: Top 10 Hedge Funds Holding VUSB
Also See: VUSB Holdings Changes

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