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Institutional Holders of VUSB

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.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.15,796,390$780,972 12/31/2023
     VUSB15,796,390$780,972 12/31/2023
Wharton Business Group LLC4,357,674$215,443 12/31/2023
     VUSB4,357,674$215,443 12/31/2023
Renaissance Technologies LLC1,513,107$74,808 12/31/2023
     VUSB1,513,107$74,808 12/31/2023
Ronald Blue Trust Inc.1,438,442$70,757 12/31/2023
     VUSB1,438,442$70,757 12/31/2023
Wells Fargo & Company MN1,085,186$53,651 12/31/2023
     VUSB1,085,186$53,651 12/31/2023
Avion Wealth1,034,728$51,157 12/31/2023
     VUSB1,034,728$51,157 12/31/2023
Colony Family Offices LLC866,088$42,819 12/31/2023
     VUSB866,088$42,819 12/31/2023
Grant Street Asset Management Inc.760,621$37,605 12/31/2023
     VUSB760,621$37,605 12/31/2023
Pacific Center for Financial Services747,433$36,953 12/31/2023
     VUSB747,433$36,953 12/31/2023
LPL Financial LLC623,747$30,838 12/31/2023
     VUSB623,747$30,838 12/31/2023
Fortis Advisors LLC442,474$21,876 12/31/2023
     VUSB442,474$21,876 12/31/2023
StrategIQ Financial Group LLC434,192$21,466 12/31/2023
     VUSB434,192$21,466 12/31/2023
Capital Analysts LLC429,506$21,234 12/31/2023
     VUSB429,506$21,234 12/31/2023
David Kennon Inc422,833$20,905 12/31/2023
     VUSB422,833$20,905 12/31/2023
InterOcean Capital Group LLC417,099$20,621 12/31/2023
     VUSB417,099$20,621 12/31/2023
Red Wave Investments LLC388,250$19,195 12/31/2023
     VUSB388,250$19,195 12/31/2023
Horizon Kinetics Asset Management LLC291,631$14,418 12/31/2023
     VUSB291,631$14,418 12/31/2023
Stifel Financial Corp255,792$12,646 12/31/2023
     VUSB255,792$12,646 12/31/2023
NewEdge Wealth LLC254,155$12,565 12/31/2023
     VUSB254,155$12,565 12/31/2023
Cambridge Investment Research Advisors Inc.247,905$12,256 12/31/2023
     VUSB247,905$12,256 12/31/2023
Betterment LLC235,165$11,627 12/31/2023
     VUSB235,165$11,627 12/31/2023
Financial Management Professionals Inc.229,580$11,376 03/31/2024
     VUSB229,580$11,376 03/31/2024
Schulz Wealth LTD.227,228$11,259 03/31/2024
     VUSB227,228$11,259 03/31/2024
AE Wealth Management LLC221,206$10,972 12/31/2023
     VUSB221,206$10,972 12/31/2023
Coyle Financial Counsel LLC211,964$10,479 12/31/2023
     VUSB211,964$10,479 12/31/2023
Advisor Group Holdings Inc.207,423$10,255 12/31/2023
     VUSB207,423$10,255 12/31/2023
Bray Capital Advisors206,700$10,219 12/31/2023
     VUSB206,700$10,219 12/31/2023
CI Private Wealth LLC198,092$9,794 12/31/2023
     VUSB198,092$9,794 12/31/2023
Bank of America Corp DE184,715$9,132 12/31/2023
     VUSB184,715$9,132 12/31/2023
Rockefeller Capital Management L.P.172,179$8,513 12/31/2023
     VUSB172,179$8,513 12/31/2023
Fonville Wealth Management LLC170,915$8,450 12/31/2023
     VUSB170,915$8,450 12/31/2023
Wealth Enhancement Advisory Services LLC163,756$8,114 03/31/2024
     VUSB163,756$8,114 03/31/2024
Nvwm LLC162,193$8,019 12/31/2023
     VUSB162,193$8,019 12/31/2023
Commonwealth Equity Services LLC160,834$7,952 12/31/2023
     VUSB160,834$7,952 12/31/2023
Cetera Advisor Networks LLC153,997$7,614 12/31/2023
     VUSB153,997$7,614 12/31/2023
Blair William & Co. IL153,277$7,578 12/31/2023
     VUSB153,277$7,578 12/31/2023
Regatta Capital Group LLC150,842$7,458 12/31/2023
     VUSB150,842$7,458 12/31/2023
HB Wealth Management LLC150,128$7,422 12/31/2023
     VUSB150,128$7,422 12/31/2023
Scott Capital Advisors LLC149,550$7,386 03/31/2024
     VUSB149,550$7,386 03/31/2024
Royal Bank of Canada148,104$7,322 12/31/2023
     VUSB148,104$7,322 12/31/2023
Eclectic Associates Inc. ADV146,520$7,244 12/31/2023
     VUSB146,520$7,244 12/31/2023
Websterrogers Financial Advisors LLC144,084$7,124 12/31/2023
     VUSB144,084$7,124 12/31/2023
Monumental Financial Group Inc.139,539$6,914 03/31/2024
     VUSB139,539$6,914 03/31/2024
WealthPlan Investment Management LLC130,106$6,432 12/31/2023
     VUSB130,106$6,432 12/31/2023
Lowe Brockenbrough & Co. Inc.128,100$6,333 12/31/2023
     VUSB128,100$6,333 12/31/2023
Focus Financial Network Inc. ADV125,634$6,211 12/31/2023
     VUSB125,634$6,211 12/31/2023
Kathmere Capital Management LLC121,094$6,000 03/31/2024
     VUSB121,094$6,000 03/31/2024
AlphaCore Capital LLC120,000$5,933 12/31/2023
     VUSB120,000$5,933 12/31/2023
Steward Partners Investment Advisory LLC111,999$5,537 12/31/2023
     VUSB111,999$5,537 12/31/2023
Roberts Wealth Advisors LLC111,967$5,525 03/31/2024
     VUSB111,967$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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