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Who owns VBILWhat VBIL owns — n/a

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Institutional ownership of VBIL from SEC Form 13F filings across 183 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

183

13F holders

$1.61B

value, 2026 filers

17.3%

of shares outstanding (21.5M sh)

46

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of VBIL's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Oxbow Advisors, LLC2.5M$187.2M15.2%2%+8.2%
2MORGAN STANLEY2.3M$173.7M0.0%1.8%+144.5%
3BANK OF AMERICA CORP /DE/2.0M$154.3M0.0%1.6%+44.3%
4ARMSTRONG ADVISORY GROUP, INC967,024$73.2M4.5%0.8%-21.1%
5UBS Group AG830,196$62.8M0.0%0.7%-19.0%
6ROYAL BANK OF CANADA791,710$59.9M0.0%0.6%-16.0%
7Family Manage LLCNEW639,028$48.4M5.0%0.5%new
8PNC Financial Services Group, Inc.629,035$47.6M0.0%0.5%+240909.6%
9BANK OF MONTREAL /CAN/NEW600,000$45.4M0.0%0.5%new
10LPL Financial LLC570,543$43.2M0.0%0.5%+19.5%
11Altiora Financial Group, LLC477,767$36.2M5.7%0.4%+27.0%
12Mirae Asset Global Investments Co., Ltd.NEW477,000$36.1M0.1%0.4%new
13Apella Capital, LLC411,969$31.1M0.4%0.3%-9.4%
14Fortitude Family Office, LLC393,282$29.8M5.8%0.3%+16.9%
15AE Wealth Management LLCNEW359,477$27.2M0.1%0.3%new
16Blume Capital Management, Inc.337,853$25.6M3.7%0.3%+73.2%
17RAYMOND JAMES FINANCIAL INC337,174$25.5M0.0%0.3%+31.2%
18ENVESTNET ASSET MANAGEMENT INC316,787$24.0M0.0%0.3%+15.8%
19TRUIST FINANCIAL CORP307,599$23.3M0.0%0.2%-41.9%
20Fort Point Capital Partners LLC294,437$22.3M1.5%0.2%+256.9%
21Corient Private Wealth LP237,949$18.0M0.0%0.2%+221.2%
22Delta Investment Management, LLC220,015$16.7M2.7%0.2%+33.1%
23Rialto Wealth Management, LLC216,777$16.4M3.2%0.2%+12.9%
24HSBC HOLDINGS PLC215,300$16.3M0.0%0.2%-9.2%
25Quantinno Capital Management LP203,637$15.4M0.0%0.2%+14.2%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.