There is a long list of 285 institutional holders of VUSB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VUSB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VUSB table below, the initial column indicates the name of each top institutional holder of VUSB, with a link to that fund's top holdings. The next columns indicate the amount of VUSB stock held by each of the institutional holders of VUSB, followed by the VUSB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
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 |
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 |
Cambridge Investment Research Advisors Inc. | 247,905 | $12,256 | 12/31/2023 |
VUSB | 247,905 | $12,256 | 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 |
Regatta Capital Group LLC | 150,842 | $7,458 | 12/31/2023 |
VUSB | 150,842 | $7,458 | 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 |
Eclectic Associates Inc. ADV | 146,520 | $7,244 | 12/31/2023 |
VUSB | 146,520 | $7,244 | 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 |
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 |
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 |
See All: Funds Holding VUSB
See Details: Top 10 Hedge Funds Holding VUSB
Also See: VUSB Holdings Changes
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