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 287 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 JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding VUSB), click the fund name in the "Holder" column of the funds-holding-VUSB table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
JPMorgan Chase & Co. | 15,796,390 | $780,972 | 12/31/2023 |
VUSB | 15,796,390 | $780,972 | 12/31/2023 |
Wharton Business Group LLC | 4,357,674 | $215,443 | 12/31/2023 |
VUSB | 4,357,674 | $215,443 | 12/31/2023 |
Renaissance Technologies LLC | 1,513,107 | $74,808 | 12/31/2023 |
VUSB | 1,513,107 | $74,808 | 12/31/2023 |
Ronald Blue Trust Inc. | 1,438,442 | $70,757 | 12/31/2023 |
VUSB | 1,438,442 | $70,757 | 12/31/2023 |
Wells Fargo & Company MN | 1,085,186 | $53,651 | 12/31/2023 |
VUSB | 1,085,186 | $53,651 | 12/31/2023 |
Avion Wealth | 1,034,728 | $51,157 | 12/31/2023 |
VUSB | 1,034,728 | $51,157 | 12/31/2023 |
Colony Family Offices LLC | 866,088 | $42,819 | 12/31/2023 |
VUSB | 866,088 | $42,819 | 12/31/2023 |
Grant Street Asset Management Inc. | 760,621 | $37,605 | 12/31/2023 |
VUSB | 760,621 | $37,605 | 12/31/2023 |
Pacific Center for Financial Services | 747,433 | $36,953 | 12/31/2023 |
VUSB | 747,433 | $36,953 | 12/31/2023 |
LPL Financial LLC | 623,747 | $30,838 | 12/31/2023 |
VUSB | 623,747 | $30,838 | 12/31/2023 |
Fortis Advisors LLC | 442,474 | $21,876 | 12/31/2023 |
VUSB | 442,474 | $21,876 | 12/31/2023 |
StrategIQ Financial Group LLC | 434,192 | $21,466 | 12/31/2023 |
VUSB | 434,192 | $21,466 | 12/31/2023 |
Capital Analysts LLC | 429,506 | $21,234 | 12/31/2023 |
VUSB | 429,506 | $21,234 | 12/31/2023 |
David Kennon Inc | 422,833 | $20,905 | 12/31/2023 |
VUSB | 422,833 | $20,905 | 12/31/2023 |
InterOcean Capital Group LLC | 417,099 | $20,621 | 12/31/2023 |
VUSB | 417,099 | $20,621 | 12/31/2023 |
Red Wave Investments LLC | 388,250 | $19,195 | 12/31/2023 |
VUSB | 388,250 | $19,195 | 12/31/2023 |
Horizon Kinetics Asset Management LLC | 291,631 | $14,418 | 12/31/2023 |
VUSB | 291,631 | $14,418 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 266,720 | $13,216 | 03/31/2024 |
VUSB | 266,720 | $13,216 | 03/31/2024 |
Stifel Financial Corp | 255,792 | $12,646 | 12/31/2023 |
VUSB | 255,792 | $12,646 | 12/31/2023 |
NewEdge Wealth LLC | 254,155 | $12,565 | 12/31/2023 |
VUSB | 254,155 | $12,565 | 12/31/2023 |
Betterment LLC | 235,165 | $11,627 | 12/31/2023 |
VUSB | 235,165 | $11,627 | 12/31/2023 |
Financial Management Professionals Inc. | 229,580 | $11,376 | 03/31/2024 |
VUSB | 229,580 | $11,376 | 03/31/2024 |
Schulz Wealth LTD. | 227,228 | $11,259 | 03/31/2024 |
VUSB | 227,228 | $11,259 | 03/31/2024 |
AE Wealth Management LLC | 221,206 | $10,972 | 12/31/2023 |
VUSB | 221,206 | $10,972 | 12/31/2023 |
Coyle Financial Counsel LLC | 211,964 | $10,479 | 12/31/2023 |
VUSB | 211,964 | $10,479 | 12/31/2023 |
Advisor Group Holdings Inc. | 207,423 | $10,255 | 12/31/2023 |
VUSB | 207,423 | $10,255 | 12/31/2023 |
Bray Capital Advisors | 206,700 | $10,219 | 12/31/2023 |
VUSB | 206,700 | $10,219 | 12/31/2023 |
CI Private Wealth LLC | 198,092 | $9,794 | 12/31/2023 |
VUSB | 198,092 | $9,794 | 12/31/2023 |
Bank of America Corp DE | 184,715 | $9,132 | 12/31/2023 |
VUSB | 184,715 | $9,132 | 12/31/2023 |
Rockefeller Capital Management L.P. | 172,179 | $8,513 | 12/31/2023 |
VUSB | 172,179 | $8,513 | 12/31/2023 |
Fonville Wealth Management LLC | 170,915 | $8,450 | 12/31/2023 |
VUSB | 170,915 | $8,450 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 163,756 | $8,114 | 03/31/2024 |
VUSB | 163,756 | $8,114 | 03/31/2024 |
Nvwm LLC | 162,193 | $8,019 | 12/31/2023 |
VUSB | 162,193 | $8,019 | 12/31/2023 |
Commonwealth Equity Services LLC | 160,834 | $7,952 | 12/31/2023 |
VUSB | 160,834 | $7,952 | 12/31/2023 |
Cetera Advisor Networks LLC | 153,997 | $7,614 | 12/31/2023 |
VUSB | 153,997 | $7,614 | 12/31/2023 |
Blair William & Co. IL | 153,277 | $7,578 | 12/31/2023 |
VUSB | 153,277 | $7,578 | 12/31/2023 |
HB Wealth Management LLC | 150,128 | $7,422 | 12/31/2023 |
VUSB | 150,128 | $7,422 | 12/31/2023 |
Scott Capital Advisors LLC | 149,550 | $7,386 | 03/31/2024 |
VUSB | 149,550 | $7,386 | 03/31/2024 |
Royal Bank of Canada | 148,104 | $7,322 | 12/31/2023 |
VUSB | 148,104 | $7,322 | 12/31/2023 |
Websterrogers Financial Advisors LLC | 144,084 | $7,124 | 12/31/2023 |
VUSB | 144,084 | $7,124 | 12/31/2023 |
Monumental Financial Group Inc. | 139,539 | $6,914 | 03/31/2024 |
VUSB | 139,539 | $6,914 | 03/31/2024 |
Eclectic Associates Inc. ADV | 134,217 | $6,650 | 03/31/2024 |
VUSB | 134,217 | $6,650 | 03/31/2024 |
WealthPlan Investment Management LLC | 130,106 | $6,432 | 12/31/2023 |
VUSB | 130,106 | $6,432 | 12/31/2023 |
Lowe Brockenbrough & Co. Inc. | 128,100 | $6,333 | 12/31/2023 |
VUSB | 128,100 | $6,333 | 12/31/2023 |
Focus Financial Network Inc. ADV | 125,634 | $6,211 | 12/31/2023 |
VUSB | 125,634 | $6,211 | 12/31/2023 |
Kathmere Capital Management LLC | 121,094 | $6,000 | 03/31/2024 |
VUSB | 121,094 | $6,000 | 03/31/2024 |
AlphaCore Capital LLC | 120,000 | $5,933 | 12/31/2023 |
VUSB | 120,000 | $5,933 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 112,853 | $5,592 | 03/31/2024 |
VUSB | 112,853 | $5,592 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 111,999 | $5,537 | 12/31/2023 |
VUSB | 111,999 | $5,537 | 12/31/2023 |
Roberts Wealth Advisors LLC | 111,967 | $5,525 | 03/31/2024 |
VUSB | 111,967 | $5,525 | 03/31/2024 |
SP Asset Management LLC | 110,063 | $5,441 | 12/31/2023 |
VUSB | 110,063 | $5,441 | 12/31/2023 |
Annapolis Financial Services LLC | 106,579 | $5,281 | 03/31/2024 |
VUSB | 106,579 | $5,281 | 03/31/2024 |
Chicago Partners Investment Group LLC | 104,583 | $5,170 | 03/31/2024 |
VUSB | 104,583 | $5,170 | 03/31/2024 |
CWM LLC | 104,023 | $5,154 | 03/31/2024 |
VUSB | 104,023 | $5,154 | 03/31/2024 |
Northwest Capital Management Inc | 104,022 | $5,154 | 03/31/2024 |
VUSB | 104,022 | $5,154 | 03/31/2024 |
Zazove Associates LLC | 100,000 | $4,944 | 12/31/2023 |
VUSB | 100,000 | $4,944 | 12/31/2023 |
Mariner LLC | 99,118 | $4,900 | 12/31/2023 |
VUSB | 99,118 | $4,900 | 12/31/2023 |
Creative Planning | 94,016 | $4,648 | 12/31/2023 |
VUSB | 94,016 | $4,648 | 12/31/2023 |
Pine Harbor Wealth Management LLC | 92,157 | $4,556 | 12/31/2023 |
VUSB | 92,157 | $4,556 | 12/31/2023 |
MML Investors Services LLC | 90,009 | $4,450 | 12/31/2023 |
VUSB | 90,009 | $4,450 | 12/31/2023 |
Bank of Montreal Can | 88,400 | $4,370 | 12/31/2023 |
VUSB | 88,400 | $4,370 | 12/31/2023 |
Advisory Research Inc. | 87,535 | $4,328 | 12/31/2023 |
VUSB | 87,535 | $4,328 | 12/31/2023 |
Focus Financial Network Inc. | 84,265 | $4,160 | 03/31/2024 |
VUSB | 84,265 | $4,160 | 03/31/2024 |
Salem Investment Counselors Inc. | 79,637 | $3,946 | 03/31/2024 |
VUSB | 79,637 | $3,946 | 03/31/2024 |
McClarren Financial Advisors Inc. | 79,330 | $3,922 | 12/31/2023 |
VUSB | 79,330 | $3,922 | 12/31/2023 |
Aberdeen Wealth Management LLC | 79,178 | $3,915 | 12/31/2023 |
VUSB | 79,178 | $3,915 | 12/31/2023 |
American Trust | 78,607 | $3,886 | 12/31/2023 |
VUSB | 78,607 | $3,886 | 12/31/2023 |
Sage Rhino Capital LLC | 76,715 | $3,793 | 12/31/2023 |
VUSB | 76,715 | $3,793 | 12/31/2023 |
Mountain Pacific Investment Advisers Inc. ID | 76,083 | $3,770 | 03/31/2024 |
VUSB | 76,083 | $3,770 | 03/31/2024 |
Naples Global Advisors LLC | 73,450 | $3,631 | 12/31/2023 |
VUSB | 73,450 | $3,631 | 12/31/2023 |
Signature Wealth Management Group | 71,828 | $3,547 | 03/31/2024 |
VUSB | 71,828 | $3,547 | 03/31/2024 |
TruWealth Advisors LLC | 69,604 | $3,449 | 03/31/2024 |
VUSB | 69,604 | $3,449 | 03/31/2024 |
TAGStone Capital Inc. | 69,205 | $3,422 | 12/31/2023 |
VUSB | 69,205 | $3,422 | 12/31/2023 |
TD Capital Management LLC | 67,806 | $3,352 | 12/31/2023 |
VUSB | 67,806 | $3,352 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 66,415 | $3,291 | 03/31/2024 |
VUSB | 66,415 | $3,291 | 03/31/2024 |
Kraft Davis & Associates LLC | 63,973 | $3,174 | 12/31/2023 |
VUSB | 63,973 | $3,174 | 12/31/2023 |
Capital Investment Services of America Inc. | 63,040 | $3,117 | 12/31/2023 |
VUSB | 63,040 | $3,117 | 12/31/2023 |
MorganRosel Wealth Management LLC | 60,484 | $2,997 | 03/31/2024 |
VUSB | 60,484 | $2,997 | 03/31/2024 |
Palisades Hudson Asset Management L.P. | 60,124 | $2,973 | 12/31/2023 |
VUSB | 60,124 | $2,973 | 12/31/2023 |
Valmark Advisers Inc. | 58,212 | $2,878 | 12/31/2023 |
VUSB | 58,212 | $2,878 | 12/31/2023 |
Texas Yale Capital Corp. | 57,110 | $2,824 | 12/31/2023 |
VUSB | 57,110 | $2,824 | 12/31/2023 |
Bouchey Financial Group Ltd | 56,674 | $2,808 | 03/31/2024 |
VUSB | 56,674 | $2,808 | 03/31/2024 |
Bbjs Financial Advisors LLC | 54,974 | $2,718 | 12/31/2023 |
VUSB | 54,974 | $2,718 | 12/31/2023 |
Kitching Partners LLC | 54,190 | $2,679 | 12/31/2023 |
VUSB | 54,190 | $2,679 | 12/31/2023 |
Strategic Investment Solutions Inc. IL | $2,611 | 12/31/2023 | |
VUSB | 48,592 | $2,402 | 12/31/2023 |
BOND FUNDS | 13,256 | $209 | 12/31/2023 |
Axiom Advisory LLC | 51,949 | $2,574 | 03/31/2024 |
VUSB | 51,949 | $2,574 | 03/31/2024 |
Planning Directions Inc. | 51,101 | $2,526 | 12/31/2023 |
VUSB | 51,101 | $2,526 | 12/31/2023 |
Busey Wealth Management | 50,353 | $2,495 | 03/31/2024 |
VUSB | 50,353 | $2,495 | 03/31/2024 |
ADAR1 Capital Management LLC | 50,206 | $2,482 | 12/31/2023 |
VUSB | 50,206 | $2,482 | 12/31/2023 |
HTG Investment Advisors Inc. | 49,421 | $2,443 | 12/31/2023 |
VUSB | 49,421 | $2,443 | 12/31/2023 |
Envestnet Asset Management Inc. | 48,370 | $2,391 | 12/31/2023 |
VUSB | 48,370 | $2,391 | 12/31/2023 |
STA Wealth Management LLC | 47,808 | $2,364 | 12/31/2023 |
VUSB | 47,808 | $2,364 | 12/31/2023 |
Chesley Taft & Associates LLC | 46,605 | $2,309 | 03/31/2024 |
VUSB | 46,605 | $2,309 | 03/31/2024 |
MontVue Capital Management Inc. | 45,523 | $2,251 | 12/31/2023 |
VUSB | 45,523 | $2,251 | 12/31/2023 |
Equity Investment Corp | 45,246 | $2,237 | 12/31/2023 |
VUSB | 45,246 | $2,237 | 12/31/2023 |
Joseph Group Capital Management | 44,965 | $2,223 | 12/31/2023 |
VUSB | 44,965 | $2,223 | 12/31/2023 |
Ameritas Advisory Services LLC | 43,861 | $2,168 | 12/31/2023 |
VUSB | 43,861 | $2,168 | 12/31/2023 |
HBW Advisory Services LLC | 43,342 | $2,143 | 03/31/2024 |
VUSB | 43,342 | $2,143 | 03/31/2024 |
Roble Belko & Company Inc | 41,365 | $2,050 | 03/31/2024 |
VUSB | 41,365 | $2,050 | 03/31/2024 |
New Capital Management LP | 41,143 | $2,039 | 03/31/2024 |
VUSB | 41,143 | $2,039 | 03/31/2024 |
Compass Financial Group Inc. | 40,160 | $1,986 | 12/31/2023 |
VUSB | 40,160 | $1,986 | 12/31/2023 |
HighTower Advisors LLC | 38,103 | $1,882 | 12/31/2023 |
VUSB | 38,103 | $1,882 | 12/31/2023 |
Chatham Capital Group Inc. | 37,700 | $1,868 | 03/31/2024 |
VUSB | 37,700 | $1,868 | 03/31/2024 |
Cahill Financial Advisors Inc. | 36,522 | $1,806 | 12/31/2023 |
VUSB | 36,522 | $1,806 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 35,680 | $1,764 | 12/31/2023 |
VUSB | 35,680 | $1,764 | 12/31/2023 |
Warren Averett Asset Management LLC | 34,891 | $1,725 | 12/31/2023 |
VUSB | 34,891 | $1,725 | 12/31/2023 |
Peapack Gladstone Financial Corp | 31,500 | $1,557 | 12/31/2023 |
VUSB | 31,500 | $1,557 | 12/31/2023 |
CENTRAL TRUST Co | 31,345 | $1,553 | 03/31/2024 |
VUSB | 31,345 | $1,553 | 03/31/2024 |
Northwest Wealth Management LLC | 31,209 | $1,543 | 12/31/2023 |
VUSB | 31,209 | $1,543 | 12/31/2023 |
Aspiriant LLC | 30,370 | $1,505 | 03/31/2024 |
VUSB | 30,370 | $1,505 | 03/31/2024 |
Ballentine Capital Advisors Inc | 30,041 | $1,485 | 12/31/2023 |
VUSB | 30,041 | $1,485 | 12/31/2023 |
Regatta Capital Group LLC | 29,897 | $1,481 | 03/31/2024 |
VUSB | 29,897 | $1,481 | 03/31/2024 |
Belpointe Asset Management LLC | 29,245 | $1,446 | 12/31/2023 |
VUSB | 29,245 | $1,446 | 12/31/2023 |
Global Assets Advisory LLC | 28,988 | $1,436 | 03/31/2024 |
VUSB | 28,988 | $1,436 | 03/31/2024 |
Verus Financial Partners Inc. | 28,935 | $1,435 | 12/31/2023 |
VUSB | 28,935 | $1,435 | 12/31/2023 |
CWS Financial Advisors LLC | 28,850 | $1,426 | 12/31/2023 |
VUSB | 28,850 | $1,426 | 12/31/2023 |
Ballew Advisors Inc | 28,563 | $1,408 | 03/31/2024 |
VUSB | 28,563 | $1,408 | 03/31/2024 |
One Degree Advisors Inc | 27,479 | $1,357 | 12/31/2023 |
VUSB | 27,479 | $1,357 | 12/31/2023 |
Beese Fulmer Investment Management Inc. | 26,795 | $1,328 | 03/31/2024 |
VUSB | 26,795 | $1,328 | 03/31/2024 |
Applied Capital LLC | 26,752 | $1,326 | 03/31/2024 |
VUSB | 26,752 | $1,326 | 03/31/2024 |
Kestra Private Wealth Services LLC | 26,554 | $1,313 | 12/31/2023 |
VUSB | 26,554 | $1,313 | 12/31/2023 |
Willow Creek Wealth Management Inc. | 25,682 | $1,270 | 12/31/2023 |
VUSB | 25,682 | $1,270 | 12/31/2023 |
Private Advisor Group LLC | 25,611 | $1,266 | 12/31/2023 |
VUSB | 25,611 | $1,266 | 12/31/2023 |
TriaGen Wealth Management LLC | 24,595 | $1,219 | 03/31/2024 |
VUSB | 24,595 | $1,219 | 03/31/2024 |
Manchester Capital Management LLC | 24,324 | $1,203 | 12/31/2023 |
VUSB | 24,324 | $1,203 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 24,212 | $1,197 | 12/31/2023 |
VUSB | 24,212 | $1,197 | 12/31/2023 |
Lebenthal Global Advisors LLC | 23,617 | $1,168 | 12/31/2023 |
VUSB | 23,617 | $1,168 | 12/31/2023 |
Modera Wealth Management LLC | 23,260 | $1,150 | 12/31/2023 |
VUSB | 23,260 | $1,150 | 12/31/2023 |
Bartlett & Co. LLC | 23,256 | $1,149 | 12/31/2023 |
VUSB | 23,256 | $1,149 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 23,256 | $1,149 | 12/31/2023 |
VUSB | 23,256 | $1,149 | 12/31/2023 |
Leeward Financial Partners LLC | 23,026 | $1,141 | 03/31/2024 |
VUSB | 23,026 | $1,141 | 03/31/2024 |
Integrated Wealth Concepts LLC | 22,547 | $1,115 | 12/31/2023 |
VUSB | 22,547 | $1,115 | 12/31/2023 |
SOL Capital Management CO | 22,375 | $1,109 | 03/31/2024 |
VUSB | 22,375 | $1,109 | 03/31/2024 |
WBH Advisory Inc. | 22,221 | $1,101 | 03/31/2024 |
VUSB | 22,221 | $1,101 | 03/31/2024 |
Rappaport Reiches Capital Management LLC | 21,920 | $1,086 | 03/31/2024 |
VUSB | 21,920 | $1,086 | 03/31/2024 |
Napatree Capital LLC | 21,862 | $1,081 | 12/31/2023 |
VUSB | 21,862 | $1,081 | 12/31/2023 |
Atria Wealth Solutions Inc. | 21,171 | $1,047 | 12/31/2023 |
VUSB | 21,171 | $1,047 | 12/31/2023 |
WESCAP Management Group Inc. | 20,601 | $1,019 | 12/31/2023 |
VUSB | 20,601 | $1,019 | 12/31/2023 |
Capstone Triton Financial Group LLC | 20,534 | $1,017 | 03/31/2024 |
VUSB | 20,534 | $1,017 | 03/31/2024 |
Landmark Financial Advisors LLC | 20,464 | $1,012 | 12/31/2023 |
VUSB | 20,464 | $1,012 | 12/31/2023 |
Cresset Asset Management LLC | 20,476 | $1,012 | 12/31/2023 |
VUSB | 20,476 | $1,012 | 12/31/2023 |
Partners Capital Investment Group LLP | 20,296 | $1,003 | 12/31/2023 |
VUSB | 20,296 | $1,003 | 12/31/2023 |
Willis Johnson & Associates Inc. | 20,117 | $997 | 03/31/2024 |
VUSB | 20,117 | $997 | 03/31/2024 |
Resources Investment Advisors LLC. | 20,037 | $991 | 12/31/2023 |
VUSB | 20,037 | $991 | 12/31/2023 |
Apella Capital LLC | 19,453 | $961 | 03/31/2024 |
VUSB | 19,453 | $961 | 03/31/2024 |
Klingenstein Fields & Co. LP | 19,233 | $951 | 12/31/2023 |
VUSB | 19,233 | $951 | 12/31/2023 |
CGC Financial Services LLC | 18,904 | $937 | 03/31/2024 |
VUSB | 18,904 | $937 | 03/31/2024 |
Gladstone Institutional Advisory LLC | 18,705 | $925 | 12/31/2023 |
VUSB | 18,705 | $925 | 12/31/2023 |
TIAA Trust National Association | 18,469 | $913 | 12/31/2023 |
VUSB | 18,469 | $913 | 12/31/2023 |
Kestra Advisory Services LLC | 18,087 | $894 | 12/31/2023 |
VUSB | 18,087 | $894 | 12/31/2023 |
Anson Capital Inc. | 18,076 | $894 | 12/31/2023 |
VUSB | 18,076 | $894 | 12/31/2023 |
Clarius Group LLC | 17,861 | $885 | 03/31/2024 |
VUSB | 17,861 | $885 | 03/31/2024 |
Market Street Wealth Management Advisors LLC | 17,650 | $875 | 03/31/2024 |
VUSB | 17,650 | $875 | 03/31/2024 |
Colony Group LLC | 17,308 | $856 | 12/31/2023 |
VUSB | 17,308 | $856 | 12/31/2023 |
HBK Sorce Advisory LLC | 17,075 | $844 | 12/31/2023 |
VUSB | 17,075 | $844 | 12/31/2023 |
Cypress Point Wealth Management LLC | 17,070 | $844 | 12/31/2023 |
VUSB | 17,070 | $844 | 12/31/2023 |
Mainsail Asset Management LLC | 16,994 | $842 | 03/31/2024 |
VUSB | 16,994 | $842 | 03/31/2024 |
Morgan Stanley | 16,922 | $837 | 12/31/2023 |
VUSB | 16,922 | $837 | 12/31/2023 |
Life Planning Partners Inc | 16,167 | $799 | 12/31/2023 |
VUSB | 16,167 | $799 | 12/31/2023 |
Ruedi Wealth Management Inc. | 16,039 | $793 | 12/31/2023 |
VUSB | 16,039 | $793 | 12/31/2023 |
Comerica Bank | 15,964 | $789 | 12/31/2023 |
VUSB | 15,964 | $789 | 12/31/2023 |
Gradient Capital Advisors LLC | 15,151 | $751 | 03/31/2024 |
VUSB | 15,151 | $751 | 03/31/2024 |
Summit Asset Management LLC | 15,030 | $743 | 12/31/2023 |
VUSB | 15,030 | $743 | 12/31/2023 |
Janney Montgomery Scott LLC | 14,956 | $739 | 12/31/2023 |
VUSB | 14,956 | $739 | 12/31/2023 |
Peak Asset Management LLC | 14,418 | $713 | 12/31/2023 |
VUSB | 14,418 | $713 | 12/31/2023 |
Lakewood Asset Management LLC | 13,907 | $689 | 03/31/2024 |
VUSB | 13,907 | $689 | 03/31/2024 |
Cardiff Park Advisors LLC | 13,927 | $689 | 12/31/2023 |
VUSB | 13,927 | $689 | 12/31/2023 |
Compass Financial Group INC SD | 13,860 | $687 | 03/31/2024 |
VUSB | 13,860 | $687 | 03/31/2024 |
Cutler Investment Counsel LLC | 13,766 | $681 | 12/31/2023 |
VUSB | 13,766 | $681 | 12/31/2023 |
Core Wealth Advisors Inc. | 13,735 | $679 | 12/31/2023 |
VUSB | 13,735 | $679 | 12/31/2023 |
GSG Advisors LLC | 13,748 | $678 | 03/31/2024 |
VUSB | 13,748 | $678 | 03/31/2024 |
Cetera Advisors LLC | 13,521 | $668 | 12/31/2023 |
VUSB | 13,521 | $668 | 12/31/2023 |
Latitude Advisors LLC | 13,456 | $667 | 03/31/2024 |
VUSB | 13,456 | $667 | 03/31/2024 |
Ritholtz Wealth Management | 13,052 | $647 | 03/31/2024 |
VUSB | 13,052 | $647 | 03/31/2024 |
Brasada Capital Management LP | 12,923 | $639 | 12/31/2023 |
VUSB | 12,923 | $639 | 12/31/2023 |
Relative Value Partners Group LLC | 11,981 | $592 | 12/31/2023 |
VUSB | 11,981 | $592 | 12/31/2023 |
Flow Traders U.S. LLC | 11,934 | $590 | 12/31/2023 |
VUSB | 11,934 | $590 | 12/31/2023 |
SJS Investment Consulting Inc. | 11,632 | $576 | 03/31/2024 |
VUSB | 11,632 | $576 | 03/31/2024 |
Laidlaw Wealth Management LLC | 11,505 | $569 | 12/31/2023 |
VUSB | 11,505 | $569 | 12/31/2023 |
SignalPoint Asset Management LLC | 11,266 | $558 | 03/31/2024 |
VUSB | 11,266 | $558 | 03/31/2024 |
Greenspring Advisors LLC | 11,059 | $548 | 03/31/2024 |
VUSB | 11,059 | $548 | 03/31/2024 |
Financial Perspectives Inc | 11,017 | $546 | 03/31/2024 |
VUSB | 11,017 | $546 | 03/31/2024 |
Cetera Investment Advisers | 11,045 | $546 | 12/31/2023 |
VUSB | 11,045 | $546 | 12/31/2023 |
Keel Point LLC | 10,919 | $541 | 03/31/2024 |
VUSB | 10,919 | $541 | 03/31/2024 |
Encompass Wealth Advisors LLC | $541 | 12/31/2023 | |
Mutual Fund | 34,307 | $541 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 10,225 | $506 | 12/31/2023 |
VUSB | 10,225 | $506 | 12/31/2023 |
Beacon Pointe Advisors LLC | 9,874 | $488 | 12/31/2023 |
VUSB | 9,874 | $488 | 12/31/2023 |
Beaird Harris Wealth Management LLC | 9,791 | $484 | 12/31/2023 |
VUSB | 9,791 | $484 | 12/31/2023 |
Nelson Roberts Investment Advisors LLC | 9,725 | $481 | 12/31/2023 |
VUSB | 9,725 | $481 | 12/31/2023 |
Wealthsource Partners LLC | 9,660 | $478 | 12/31/2023 |
VUSB | 9,660 | $478 | 12/31/2023 |
Exeter Financial LLC | 9,493 | $469 | 03/31/2024 |
VUSB | 9,493 | $469 | 03/31/2024 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 9,330 | $461 | 03/31/2024 |
VUSB | 9,330 | $461 | 03/31/2024 |
Apexium Financial LP | 9,276 | $460 | 03/31/2024 |
VUSB | 9,276 | $460 | 03/31/2024 |
Lokken Investment Group LLC | 9,312 | $460 | 12/31/2023 |
VUSB | 9,312 | $460 | 12/31/2023 |
Regal Investment Advisors LLC | 9,275 | $459 | 12/31/2023 |
VUSB | 9,275 | $459 | 12/31/2023 |
Eagle Bay Advisors LLC | 9,259 | $458 | 12/31/2023 |
VUSB | 9,259 | $458 | 12/31/2023 |
PFG Advisors | 9,232 | $456 | 12/31/2023 |
VUSB | 9,232 | $456 | 12/31/2023 |
Bridgeworth LLC | 9,066 | $448 | 12/31/2023 |
VUSB | 9,066 | $448 | 12/31/2023 |
Central Valley Advisors LLC | 8,963 | $444 | 03/31/2024 |
VUSB | 8,963 | $444 | 03/31/2024 |
Patriot Investment Management Inc. | 8,378 | $415 | 03/31/2024 |
VUSB | 8,378 | $415 | 03/31/2024 |
Allegheny Financial Group LTD | 8,346 | $413 | 12/31/2023 |
VUSB | 8,346 | $413 | 12/31/2023 |
Fairview Capital Investment Management LLC | 8,200 | $405 | 12/31/2023 |
VUSB | 8,200 | $405 | 12/31/2023 |
Parallel Advisors LLC | 7,925 | $392 | 12/31/2023 |
VUSB | 7,925 | $392 | 12/31/2023 |
RHS Financial LLC | 7,701 | $382 | 03/31/2024 |
VUSB | 7,701 | $382 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 7,635 | $377 | 12/31/2023 |
VUSB | 7,635 | $377 | 12/31/2023 |
Brookstone Capital Management | 7,532 | $373 | 03/31/2024 |
VUSB | 7,532 | $373 | 03/31/2024 |
Cardinal Point Capital Management ULC | 7,390 | $366 | 03/31/2024 |
VUSB | 7,390 | $366 | 03/31/2024 |
NavPoint Financial Inc. | 7,090 | $351 | 12/31/2023 |
VUSB | 7,090 | $351 | 12/31/2023 |
Evanson Asset Management LLC | 7,000 | $347 | 03/31/2024 |
VUSB | 7,000 | $347 | 03/31/2024 |
WNY Asset Management LLC | 7,012 | $347 | 12/31/2023 |
VUSB | 7,012 | $347 | 12/31/2023 |
We Are One Seven LLC | 6,988 | $345 | 12/31/2023 |
VUSB | 6,988 | $345 | 12/31/2023 |
Robinson Smith Wealth Advisors LLC | 6,931 | $343 | 03/31/2024 |
VUSB | 6,931 | $343 | 03/31/2024 |
Truist Financial Corp | 6,801 | $336 | 12/31/2023 |
VUSB | 6,801 | $336 | 12/31/2023 |
Nottingham Advisors Inc. | 6,771 | $335 | 12/31/2023 |
VUSB | 6,771 | $335 | 12/31/2023 |
RMB Capital Management LLC | 6,574 | $325 | 12/31/2023 |
VUSB | 6,574 | $325 | 12/31/2023 |
Raymond James & Associates | 6,486 | $321 | 03/31/2024 |
VUSB | 6,486 | $321 | 03/31/2024 |
Madrona Financial Services LLC | 6,408 | $318 | 03/31/2024 |
VUSB | 6,408 | $318 | 03/31/2024 |
Pettyjohn Wood & White Inc. | 6,388 | $316 | 12/31/2023 |
VUSB | 6,388 | $316 | 12/31/2023 |
Chandler Asset Management Inc. | 6,385 | $316 | 12/31/2023 |
VUSB | 6,385 | $316 | 12/31/2023 |
McIlrath & Eck LLC | 6,351 | $314 | 12/31/2023 |
VUSB | 6,351 | $314 | 12/31/2023 |
Bath Savings Trust Co | 6,230 | $309 | 03/31/2024 |
VUSB | 6,230 | $309 | 03/31/2024 |
Pinnacle Wealth Planning Services Inc. | 6,106 | $302 | 12/31/2023 |
VUSB | 6,106 | $302 | 12/31/2023 |
Allworth Financial LP | 6,070 | $301 | 03/31/2024 |
VUSB | 6,070 | $301 | 03/31/2024 |
DAVENPORT & Co LLC | 5,854 | $289 | 12/31/2023 |
VUSB | 5,854 | $289 | 12/31/2023 |
AdvisorNet Financial Inc | 5,704 | $283 | 03/31/2024 |
VUSB | 5,704 | $283 | 03/31/2024 |
Millennium Management LLC | 5,656 | $280 | 12/31/2023 |
VUSB | 5,656 | $280 | 12/31/2023 |
Roundview Capital LLC | 5,598 | $277 | 12/31/2023 |
VUSB | 5,598 | $277 | 12/31/2023 |
Wealthcare Advisory Partners LLC | 5,261 | $261 | 03/31/2024 |
VUSB | 5,261 | $261 | 03/31/2024 |
Barlow Wealth Partners Inc. | 5,080 | $251 | 03/31/2024 |
VUSB | 5,080 | $251 | 03/31/2024 |
Inspirion Wealth Advisors LLC | 5,000 | $248 | 03/31/2024 |
VUSB | 5,000 | $248 | 03/31/2024 |
Strid Group LLC | 4,939 | $245 | 03/31/2024 |
VUSB | 4,939 | $245 | 03/31/2024 |
Pathstone Holdings LLC | 4,904 | $242 | 12/31/2023 |
VUSB | 4,904 | $242 | 12/31/2023 |
Murphy Pohlad Asset Management LLC | 4,866 | $241 | 03/31/2024 |
VUSB | 4,866 | $241 | 03/31/2024 |
Cerity Partners LLC | 4,674 | $231 | 12/31/2023 |
VUSB | 4,674 | $231 | 12/31/2023 |
Pinnacle Associates Ltd. | 4,560 | $225 | 12/31/2023 |
VUSB | 4,560 | $225 | 12/31/2023 |
Galvin Gaustad & Stein LLC | 4,450 | $220 | 03/31/2024 |
VUSB | 4,450 | $220 | 03/31/2024 |
Financial Network Wealth Management LLC | 4,440 | $219 | 12/31/2023 |
VUSB | 4,440 | $219 | 12/31/2023 |
Pinnacle Wealth Management Advisory Group LLC | 4,250 | $210 | 12/31/2023 |
VUSB | 4,250 | $210 | 12/31/2023 |
Ausdal Financial Partners Inc. | 4,225 | $209 | 03/31/2024 |
VUSB | 4,225 | $209 | 03/31/2024 |
CFS Investment Advisory Services LLC | 4,228 | $209 | 12/31/2023 |
VUSB | 4,228 | $209 | 12/31/2023 |
Investment Advisory Group LLC | 4,218 | $209 | 12/31/2023 |
VUSB | 4,218 | $209 | 12/31/2023 |
Biechele Royce Advisors | 4,100 | $203 | 12/31/2023 |
VUSB | 4,100 | $203 | 12/31/2023 |
Quadcap Wealth Management LLC | 4,099 | $203 | 12/31/2023 |
VUSB | 4,099 | $203 | 12/31/2023 |
Allen Investment Management LLC | 4,089 | $202 | 12/31/2023 |
VUSB | 4,089 | $202 | 12/31/2023 |
CVA Family Office LLC | 4,011 | $199 | 03/31/2024 |
VUSB | 4,011 | $199 | 03/31/2024 |
Tower Bridge Advisors | $180 | 12/31/2023 | |
MUTUAL | 17,415 | $180 | 12/31/2023 |
Benjamin F. Edwards & Company Inc. | 3,330 | $165 | 12/31/2023 |
VUSB | 3,330 | $165 | 12/31/2023 |
North Star Investment Management Corp. | 3,136 | $155 | 12/31/2023 |
VUSB | 3,136 | $155 | 12/31/2023 |
Tradition Wealth Management LLC | 3,000 | $148 | 12/31/2023 |
VUSB | 3,000 | $148 | 12/31/2023 |
ICA Group Wealth Management LLC | 2,875 | $142 | 12/31/2023 |
VUSB | 2,875 | $142 | 12/31/2023 |
Advisory Services Network LLC | 2,842 | $141 | 12/31/2023 |
VUSB | 2,842 | $141 | 12/31/2023 |
Blume Capital Management Inc. | 2,819 | $139 | 12/31/2023 |
VUSB | 2,819 | $139 | 12/31/2023 |
Principal Securities Inc. | 2,373 | $117 | 12/31/2023 |
VUSB | 2,373 | $117 | 12/31/2023 |
UBS Group AG | 2,281 | $113 | 12/31/2023 |
VUSB | 2,281 | $113 | 12/31/2023 |
Anchor Investment Management LLC | 2,149 | $106 | 12/31/2023 |
VUSB | 2,149 | $106 | 12/31/2023 |
Community Bank N.A. | 2,000 | $99 | 12/31/2023 |
VUSB | 2,000 | $99 | 12/31/2023 |
LGT Financial Advisors LLC | 2,000 | $99 | 12/31/2023 |
VUSB | 2,000 | $99 | 12/31/2023 |
Signaturefd LLC | 1,970 | $97 | 12/31/2023 |
VUSB | 1,970 | $97 | 12/31/2023 |
AllSquare Wealth Management LLC | 1,811 | $90 | 12/31/2023 |
VUSB | 1,811 | $90 | 12/31/2023 |
Creekmur Asset Management LLC | 1,574 | $78 | 12/31/2023 |
VUSB | 1,574 | $78 | 12/31/2023 |
Rockbridge Investment Management LCC | 1,163 | $57 | 12/31/2023 |
VUSB | 1,163 | $57 | 12/31/2023 |
US Bancorp DE | 1,000 | $49 | 12/31/2023 |
VUSB | 1,000 | $49 | 12/31/2023 |
NBC Securities Inc. | 932 | $46 | 03/31/2024 |
VUSB | 932 | $46 | 03/31/2024 |
First PREMIER Bank | 900 | $45 | 03/31/2024 |
VUSB | 900 | $45 | 03/31/2024 |
Ancora Advisors LLC | 881 | $44 | 12/31/2023 |
VUSB | 881 | $44 | 12/31/2023 |
First Manhattan Co. | 725 | $36 | 12/31/2023 |
VUSB | 725 | $36 | 12/31/2023 |
Smartleaf Asset Management LLC | 717 | $35 | 12/31/2023 |
VUSB | 717 | $35 | 12/31/2023 |
ST Germain D J Co. Inc. | 666 | $33 | 03/31/2024 |
VUSB | 666 | $33 | 03/31/2024 |
Harbour Investments Inc. | 613 | $30 | 12/31/2023 |
VUSB | 613 | $30 | 12/31/2023 |
Industrial Alliance Investment Management Inc. | 603 | $30 | 12/31/2023 |
VUSB | 603 | $30 | 12/31/2023 |
IFP Advisors Inc | 446 | $22 | 12/31/2023 |
VUSB | 446 | $22 | 12/31/2023 |
Lam Group Inc. | 405 | $20 | 03/31/2024 |
VUSB | 405 | $20 | 03/31/2024 |
The PNC Financial Services Group Inc. | 400 | $20 | 12/31/2023 |
VUSB | 400 | $20 | 12/31/2023 |
Hexagon Capital Partners LLC | 343 | $17 | 03/31/2024 |
VUSB | 343 | $17 | 03/31/2024 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 321 | $16 | 12/31/2023 |
VUSB | 321 | $16 | 12/31/2023 |
Sound Income Strategies LLC | 306 | $15 | 03/31/2024 |
VUSB | 306 | $15 | 03/31/2024 |
Dividend Assets Capital LLC | $14 | 12/31/2023 | |
Mutual Fund | 246 | $14 | 12/31/2023 |
Farther Finance Advisors LLC | 287 | $14 | 12/31/2023 |
VUSB | 287 | $14 | 12/31/2023 |
Pinnacle Bank | 200 | $10 | 03/31/2024 |
VUSB | 200 | $10 | 03/31/2024 |
JJJ Advisors Inc. | 181 | $9 | 03/31/2024 |
VUSB | 181 | $9 | 03/31/2024 |
Penserra Capital Management LLC | 150 | $7 | 12/31/2023 |
VUSB | 150 | $7 | 12/31/2023 |
JNBA Financial Advisors | 85 | $4 | 12/31/2023 |
VUSB | 85 | $4 | 12/31/2023 |
Hanson & Doremus Investment Management | 34 | $2 | 03/31/2024 |
VUSB | 34 | $2 | 03/31/2024 |
Macroview Investment Management LLC | 48 | $2 | 12/31/2023 |
VUSB | 48 | $2 | 12/31/2023 |
Headlands Technologies LLC | 31 | $2 | 12/31/2023 |
VUSB | 31 | $2 | 12/31/2023 |
Geneos Wealth Management Inc. | 33 | $2 | 12/31/2023 |
VUSB | 33 | $2 | 12/31/2023 |
FMR LLC | 14 | $1 | 12/31/2023 |
VUSB | 14 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
VUSB | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of VUSB
See Details: Top 10 Hedge Funds Holding VUSB
Also See: VUSB Holdings Changes
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