1612 tracked 13F filers disclose a position in VBR as of the latest SEC 13F filings, a combined $17.8B 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 | BANK OF AMERICA CORP /DE/ | $2.9B | 13.4M | ▼−16% Reduced · −2.6M sh | Q1 2026 | |
| 2 | ASSETMARK, INC | $1.2B | 4.9M | ▲+19% Added · +794K sh | Q2 2026 | |
| 3 | MORGAN STANLEY | $829.2M | 3.8M | ▲+1.2% Added · +44K sh | Q1 2026 | |
| 4 | ASPIRIANT, LLC | $424.2M | 1.7M | ▲+0.3% Added · +6K sh | Q2 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $367.2M | 1.7M | ▼−1.2% Reduced · −20K sh | Q1 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $350.5M | 1.6M | ▲+20% Added · +266K sh | Q1 2026 | |
| 7 | SEI INVESTMENTS CO | $323.0M | 1.5M | ▼−0.4% Reduced · −6K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $321.8M | 1.5M | ▲+3.0% Added · +42K sh | Q1 2026 | |
| 9 | UBS Group AG | $320.7M | 1.5M | ▲+6.1% Added · +85K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $253.1M | 1.2M | ▲+2.8% Added · +32K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $222.3M | 1.0M | ▼−3.0% Reduced · −31K sh | Q1 2026 | |
| 12 | JONES FINANCIAL COMPANIES LLLP | $209.9M | 984K | ▲+16% Added · +139K sh | Q1 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $183.9M | 846K | ▲+2.5% Added · +21K sh | Q1 2026 | |
| 14 | Focus Partners Wealth | $180.2M | 829K | ▼−2.4% Reduced · −20K sh | Q1 2026 | |
| 15 | Allworth Financial LP | $177.6M | 818K | ▼−0.6% Reduced · −5K sh | Q1 2026 | |
| 16 | CHOREO, LLC | $198.1M | 815K | ▼−0.8% Reduced · −7K sh | Q2 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $176.0M | 809K | ▲+33% Added · +200K sh | Q1 2026 | |
| 18 | Savant Capital, LLC | $187.8M | 794K | ▲+186% Added · +516K sh | Q2 2026 | |
| 19 | HighTower Advisors, LLC | $167.5M | 771K | ▼−5.0% Reduced · −41K sh | Q1 2026 | |
| 20 | JPMORGAN CHASE & CO | $159.8M | 753K | ▲+0.6% Added · +4K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $146.8M | 675K | ▼−5.3% Reduced · −38K sh | Q1 2026 | |
| 22 | MATHER GROUP, LLC. | $136.8M | 629K | ▼−0.9% Reduced · −5K sh | Q1 2026 | |
| 23 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $150.1M | 618K | ▼−5.4% Reduced · −35K sh | Q2 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $122.3M | 563K | ▼−3.9% Reduced · −23K sh | Q1 2026 | |
| 25 | RWA WEALTH PARTNERS, LLC | $130.1M | 535K | ▲+2.4% Added · +13K sh | Q2 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, 0 funds opened a new position in VBR and 20 added to an existing one, while 15 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 |
|---|---|---|
| APPLE INCAAPL | 975 funds | $138.5B |
| MICROSOFT CORPMSFT | 955 funds | $119.3B |
| NVIDIA CORPNVDA | 931 funds | $162.9B |
| AMAZON.COM INCAMZN | 930 funds | $91.8B |
| ALPHABET INC-CL AGOOGL | 919 funds | $78.9B |
| JPMORGAN CHASE & COJPM | 898 funds | $37.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 893 funds | $22.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 889 funds | $28.6B |
| ALPHABET INC-CL CGOOG | 885 funds | $55.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 865 funds | $27.0B |
| JOHNSON & JOHNSONJNJ | 863 funds | $24.6B |
| VANGUARD S&P 500 ETFVOO | 859 funds | $33.6B |
Ranked by how many of VBR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| VOOmc | 3592 funds | $293.2B |
| VTIcs | 3349 funds | $145.2B |
| VUGcs | 2638 funds | $123.2B |
| VTVcs | 2560 funds | $114.3B |
| VBcs | 2265 funds | $41.3B |
| VOcs | 2261 funds | $65.1B |
| VNQexchange-traded fund | 1621 funds | $20.0B |
| VBRthis pagecs | 1612 funds | $17.8B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VBR
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/VBR/capital-change-brief"
Use Arkolith's capital_change_brief for VBR. 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 VBR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.