43 tracked 13F filers disclose a position in VBF as of the latest SEC 13F filings, a combined $42.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | $5.5M | 365K | ▲+144% Added · +215K sh | Q1 2026 | |
| 2 | Allspring Global Investments Holdings, LLC | $4.4M | 295K | ▲+51% Added · +100K sh | Q1 2026 | |
| 3 | JONES FINANCIAL COMPANIES LLLP | $4.2M | 281K | ▲+13% Added · +32K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $3.1M | 207K | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 5 | GUGGENHEIM CAPITAL LLC | $3.0M | 203K | ▲+15% Added · +26K sh | Q1 2026 | |
| 6 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $2.6M | 172K | ▼−9.6% Reduced · −18K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $2.3M | 156K | ▼−3.5% Reduced · −6K sh | Q1 2026 | |
| 8 | WealthBridge Capital Management, LLC | $1.9M | 126K | ▼−4.2% Reduced · −5K sh | Q2 2026 | |
| 9 | Fiera Capital Corp | $1.6M | 107K | ▲+3.1% Added · +3K sh | Q2 2026 | |
| 10 | Kestra Advisory Services, LLC | $1.4M | 92K | ▲New +92K sh | Q2 2026 | |
| 11 | ProVise Management Group, LLC | $1.4M | 90K | ▼−21% Reduced · −25K sh | Q2 2026 | |
| 12 | Karpus Management, Inc. | $1.1M | 72K | ▲New +72K sh | Q1 2026 | |
| 13 | CITIGROUP INC | $1.1M | 71K | ▲+1.1% Added · +798 sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $1.0M | 68K | ▼−4.0% Reduced · −3K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $990K | 66K | ▲+32% Added · +16K sh | Q1 2026 | |
| 16 | LPL Financial LLC | $934K | 62K | ▲+400% Added · +50K sh | Q1 2026 | |
| 17 | Hara Capital LLC | $932K | 61K | ▲+58% Added · +23K sh | Q2 2026 | |
| 18 | Hennion & Walsh Asset Management, Inc. | $731K | 48K | ▼−23% Reduced · −15K sh | Q2 2026 | |
| 19 | ROYAL BANK OF CANADA | $569K | 38K | ▲+6.6% Added · +2K sh | Q1 2026 | |
| 20 | MELFA WEALTH MANAGEMENT, INC. | $545K | 36K | —Held | Q2 2026 | |
| 21 | RIVERBRIDGE PARTNERS LLC | $497K | 33K | ▲+2.9% Added · +931 sh | Q2 2026 | |
| 22 | Uncommon Cents Investing LLC | $460K | 30K | ▲+25% Added · +6K sh | Q2 2026 | |
| 23 | UHLMANN PRICE SECURITIES, LLC | $411K | 27K | ▲+41% Added · +8K sh | Q2 2026 | |
| 24 | PETRA FINANCIAL ADVISORS INC | $405K | 27K | ▲+54% Added · +9K sh | Q2 2026 | |
| 25 | UBS Group AG | $383K | 26K | ▼−51% Reduced · −26K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in VBF and 9 added to an existing one, while 5 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 17 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 17 funds | $709.3M |
| ALPHABET INC-CL AGOOGL | 16 funds | $2.9B |
| APPLE INCAAPL | 16 funds | $2.1B |
| AMAZON.COM INCAMZN | 16 funds | $1.8B |
| JOHNSON & JOHNSONJNJ | 16 funds | $867.1M |
| WALMART INCWMT | 16 funds | $478.9M |
| HOME DEPOT INCHD | 16 funds | $257.9M |
| PROCTER & GAMBLE CO/THEPG | 16 funds | $168.5M |
| NVIDIA CORPNVDA | 15 funds | $2.6B |
| ISHARES CORE S&P 500 ETFIVV | 15 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 15 funds | $1.1B |
Ranked by how many of VBF's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for VBF
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VBF/capital-change-brief"
Use Arkolith's capital_change_brief for VBF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VBF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.