VBIL

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$75.69

+0.01 (+0.01%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding VBIL · 2026-Q1 methodology → sources →

335 holders

% of shares outstanding held

—

Shares held (13F)

39,667,342

Reporting holders

335

Top holders

largest 100 of 335 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WIT, LLC	2,647,4322.6M	$200M	—	NEW
2	Nicholas Hoffman & Company, LLC.	2,365,0182.4M	$179M	—	ADD 31%
3	Oxbow Advisors, LLC	2,285,6972.3M	$173M	—	ADD 32%
4	Evanson Asset Management, LLC	1,879,6811.9M	$142M	—	—
5	Elm Partners Management LLC	1,842,6201.8M	$139M	—	ADD 1592%
6	SCS Capital Management LLC	1,483,8431.5M	$112M	—	ADD 8%
7	BANK OF AMERICA CORP /DE/	1,412,8631.4M	$107M	—	ADD 54%
8	ARMSTRONG ADVISORY GROUP, INC	1,225,4241.2M	$93M	—	ADD 84%
9	GREENHAVEN ASSOCIATES INC	1,196,4251.2M	$91M	—	ADD 55%
10	UBS Group AG	1,024,8721.0M	$78M	—	ADD 84%
11	ROYAL BANK OF CANADA	942,160942,160	$71M	—	ADD 21%
12	MORGAN STANLEY	939,082939,082	$71M	—	ADD 67%
13	FSA Investment Group, LLC	807,654807,654	$61M	—	NEW
14	Bridgewealth Advisory Group, LLC	793,228793,228	$60M	—	ADD 25%
15	BetterWealth, LLC	655,107655,107	$50M	—	ADD 3019%
16	Bragg Financial Advisors, Inc	605,802605,802	$46M	—	—
17	TRUIST FINANCIAL CORP	529,101529,101	$40M	—	ADD 9%
18	LPL Financial LLC	477,464477,464	$36M	—	ADD 49%
19	Cypress Capital, LLC	464,276464,276	$35M	—	ADD 5%
20	Apella Capital, LLC	454,601454,601	$34M	—	ADD 215%
21	AWM CAPITAL, LLC	394,239394,239	$30M	—	ADD 1530%
22	Pathway Financial Advisors LLC	383,517383,517	$29M	—	TRIM -6%
23	Altiora Financial Group, LLC	376,280376,280	$28M	—	ADD 22%
24	Fortitude Family Office, LLC	336,427336,427	$25M	—	ADD 19%
25	SYKON CAPITAL LLC	330,408330,408	$25M	—	ADD 8469%
26	Garde Capital, Inc.	302,794302,794	$23M	—	NEW
27	Red Wave Investments LLC	281,795281,795	$21M	—	ADD 10%
28	ENVESTNET ASSET MANAGEMENT INC	273,586273,586	$21M	—	ADD 43%
29	Cardinal Point Capital Management ULC	273,105273,105	$21M	—	NEW
30	Symmetry Partners, LLC	273,094273,094	$21M	—	ADD 42%
31	THOMPSON SIEGEL & WALMSLEY LLC	265,323265,323	$20M	—	ADD 14%
32	RAYMOND JAMES FINANCIAL INC	256,897256,897	$19M	—	ADD 11%
33	Rossmore Private Capital	254,961254,961	$19M	—	ADD 199%
34	CreativeOne Wealth, LLC	254,057254,057	$19M	—	ADD 64%
35	EverSource Wealth Advisors, LLC	253,575253,575	$19M	—	TRIM -41%
36	Clear Creek Financial Management, LLC	243,010243,010	$18M	—	ADD 42%
37	HSBC HOLDINGS PLC	237,000237,000	$18M	—	TRIM -51%
38	Whitaker-Myers Wealth Managers, LTD.	233,623233,623	$18M	—	ADD 19%
39	LRI Investments, LLC	219,148219,148	$17M	—	—
40	Tortoise Investment Management, LLC	205,702205,702	$16M	—	ADD 160%
41	Miller Investment Management, LP	195,900195,900	$15M	—	ADD 8%
42	Blume Capital Management, Inc.	195,049195,049	$15M	—	ADD 26%
43	Rialto Wealth Management, LLC	191,937191,937	$15M	—	ADD 6%
44	Roehl & Yi Investment Advisors, LLC	187,070187,070	$14M	—	TRIM -6%
45	AQR CAPITAL MANAGEMENT LLC	186,967186,967	$14M	—	ADD 2%
46	JIM SAULNIER & ASSOCIATES, LLC	184,791184,791	$14M	—	ADD 30%
47	Quantinno Capital Management LP	178,324178,324	$13M	—	ADD 3015%
48	BENJAMIN EDWARDS INC	165,882165,882	$13M	—	TRIM -4%
49	Delta Investment Management, LLC	165,291165,291	$13M	—	TRIM -47%
50	Gross & Hartman Investments LLC	157,497157,497	$12M	—	ADD 22%
51	Roundview Capital LLC	154,293154,293	$12M	—	NEW
52	RFP Financial Group LLC	152,672152,672	$12M	—	ADD 333%
53	eCIO, Inc.	134,431134,431	$10M	—	ADD 78%
54	Greenline Partners, LLC	133,703133,703	$10M	—	TRIM -19%
55	Englebert Financial Advisers, LLC	132,616132,616	$10M	—	TRIM -30%
56	UNITED CAPITAL FINANCIAL ADVISORS, LLC	129,998129,998	$10M	—	ADD 40%
57	OSAIC HOLDINGS, INC.	118,646118,646	$9M	—	ADD 69%
58	Lakewood Asset Management LLC	116,503116,503	$9M	—	ADD 6%
59	HARBOUR INVESTMENT MANAGEMENT LLC	115,684115,684	$9M	—	ADD 192%
60	SJS Investment Consulting Inc.	115,370115,370	$9M	—	TRIM -4%
61	ANDERSON HOAGLAND & CO	112,279112,279	$8M	—	ADD 18%
62	GenTrust, LLC	112,020112,020	$8M	—	ADD 511%
63	Cambria Investment Management, L.P.	111,941111,941	$8M	—	NEW
64	HighTower Advisors, LLC	111,424111,424	$8M	—	ADD 46%
65	Stonebridge Financial Group, LLC	106,916106,916	$8M	—	NEW
66	Summit Global Investments	105,857105,857	$8M	—	NEW
67	CHATHAM CAPITAL GROUP, INC.	102,110102,110	$8M	—	ADD 680%
68	Tradition Wealth Management, LLC	101,578101,578	$8M	—	ADD 63%
69	ABOUND FINANCIAL, LLC	101,439101,439	$8M	—	TRIM -6%
70	SAGE RHINO CAPITAL LLC	91,52591,525	$7M	—	ADD 67%
71	PFW Advisors LLC	91,46391,463	$7M	—	ADD 42%
72	Factorial Partners, LLC	91,00091,000	$7M	—	ADD 93%
73	Kingsview Wealth Management, LLC	90,64290,642	$7M	—	ADD 8%
74	Cresset Asset Management, LLC	90,24890,248	$7M	—	TRIM -47%
75	First Pacific Advisors, LP	90,15990,159	$7M	—	NEW
76	Astra Wealth Partners LLC	88,76088,760	$7M	—	ADD 128%
77	Greenspring Advisors, LLC	84,87184,871	$6M	—	ADD 75%
78	CWA Asset Management Group, LLC	84,50184,501	$6M	—	ADD 97%
79	Perigon Wealth Management, LLC	83,69683,696	$6M	—	ADD 6%
80	MRWM Advisors, LLC	82,50582,505	$6M	—	TRIM -9%
81	Fort Point Capital Partners LLC	82,48882,488	$6M	—	TRIM -32%
82	Foundry Financial LLC	81,12981,129	$6M	—	ADD 34%
83	Brookstone Capital Management	80,66880,668	$6M	—	TRIM -60%
84	Creative Planning	79,91479,914	$6M	—	ADD 77%
85	Guardian Wealth Management, Inc.	76,75576,755	$6M	—	ADD 1145%
86	HANOVER ADVISORS INC	75,50575,505	$6M	—	TRIM -5%
87	Corient Private Wealth LLC	74,08174,081	$6M	—	ADD 76%
88	Cerity Partners LLC	73,35873,358	$6M	—	ADD 122%
89	NewEdge Wealth, LLC	72,34272,342	$5M	—	TRIM -23%
90	JBR Co Financial Management Inc	70,16370,163	$5M	—	—
91	Fortis Advisors, LLC	68,80868,808	$5M	—	TRIM -13%
92	FLPUTNAM INVESTMENT MANAGEMENT CO	67,31167,311	$5M	—	TRIM -75%
93	Planned Solutions, Inc.	64,89164,891	$5M	—	—
94	Savant Capital, LLC	64,26164,261	$5M	—	TRIM -57%
95	Unison Advisors LLC	59,45359,453	$4M	—	ADD 30%
96	TPG Advisors LLC	59,21659,216	$4M	—	ADD 20%
97	Cetera Investment Advisers	58,35258,352	$4M	—	ADD 1133%
98	SMITH, MOORE & CO.	57,21657,216	$4M	—	ADD 1206%
99	Ethos Financial Group, LLC	56,61756,617	$4M	—	NEW
100	Sowell Financial Services LLC	56,41756,417	$4M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WIT, LLC

—

2.6M

$200M

Nicholas Hoffman & Company, LLC.

—

388K

1.8M

2.4M

$179M

Oxbow Advisors, LLC

—

2.1M

1.7M

2.3M

$173M

Evanson Asset Management, LLC

—

1.1M

1.4M

1.9M

$142M

Elm Partners Management LLC

—

109K

1.8M

$139M

SCS Capital Management LLC

—

16K

1.4M

1.5M

$112M

BANK OF AMERICA CORP /DE/

—

761K

917K

1.4M

$107M

ARMSTRONG ADVISORY GROUP, INC

—

1.3M

665K

1.2M

$93M

GREENHAVEN ASSOCIATES INC

—

500K

773K

1.2M

$91M

UBS Group AG

—

475K

482K

557K

1.0M

$78M

ROYAL BANK OF CANADA

—

54K

1.1M

764K

777K

942K

$71M

MORGAN STANLEY

—

170K

563K

939K

$71M

FSA Investment Group, LLC

—

808K

$61M

Bridgewealth Advisory Group, LLC

—

626K

719K

633K

793K

$60M

BetterWealth, LLC

—

21K

655K

$50M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	335	39,667,342	—	$3.0B
2025-Q4	272	26,211,975	—	$2.0B
2025-Q3	203	18,957,856	—	$1.4B
2025-Q2	133	10,406,642	—	$786M
2025-Q1	48	1,176,396	—	$89M

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding VBIL · 2026-Q1 methodology → sources →

335 holders

% of shares outstanding held

—

Shares held (13F)

39,667,342

Reporting holders

335

Top holders

largest 100 of 335 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WIT, LLC	2,647,4322.6M	$200M	—	NEW
2	Nicholas Hoffman & Company, LLC.	2,365,0182.4M	$179M	—	ADD 31%
3	Oxbow Advisors, LLC	2,285,6972.3M	$173M	—	ADD 32%
4	Evanson Asset Management, LLC	1,879,6811.9M	$142M	—	—
5	Elm Partners Management LLC	1,842,6201.8M	$139M	—	ADD 1592%
6	SCS Capital Management LLC	1,483,8431.5M	$112M	—	ADD 8%
7	BANK OF AMERICA CORP /DE/	1,412,8631.4M	$107M	—	ADD 54%
8	ARMSTRONG ADVISORY GROUP, INC	1,225,4241.2M	$93M	—	ADD 84%
9	GREENHAVEN ASSOCIATES INC	1,196,4251.2M	$91M	—	ADD 55%
10	UBS Group AG	1,024,8721.0M	$78M	—	ADD 84%
11	ROYAL BANK OF CANADA	942,160942,160	$71M	—	ADD 21%
12	MORGAN STANLEY	939,082939,082	$71M	—	ADD 67%
13	FSA Investment Group, LLC	807,654807,654	$61M	—	NEW
14	Bridgewealth Advisory Group, LLC	793,228793,228	$60M	—	ADD 25%
15	BetterWealth, LLC	655,107655,107	$50M	—	ADD 3019%
16	Bragg Financial Advisors, Inc	605,802605,802	$46M	—	—
17	TRUIST FINANCIAL CORP	529,101529,101	$40M	—	ADD 9%
18	LPL Financial LLC	477,464477,464	$36M	—	ADD 49%
19	Cypress Capital, LLC	464,276464,276	$35M	—	ADD 5%
20	Apella Capital, LLC	454,601454,601	$34M	—	ADD 215%
21	AWM CAPITAL, LLC	394,239394,239	$30M	—	ADD 1530%
22	Pathway Financial Advisors LLC	383,517383,517	$29M	—	TRIM -6%
23	Altiora Financial Group, LLC	376,280376,280	$28M	—	ADD 22%
24	Fortitude Family Office, LLC	336,427336,427	$25M	—	ADD 19%
25	SYKON CAPITAL LLC	330,408330,408	$25M	—	ADD 8469%
26	Garde Capital, Inc.	302,794302,794	$23M	—	NEW
27	Red Wave Investments LLC	281,795281,795	$21M	—	ADD 10%
28	ENVESTNET ASSET MANAGEMENT INC	273,586273,586	$21M	—	ADD 43%
29	Cardinal Point Capital Management ULC	273,105273,105	$21M	—	NEW
30	Symmetry Partners, LLC	273,094273,094	$21M	—	ADD 42%
31	THOMPSON SIEGEL & WALMSLEY LLC	265,323265,323	$20M	—	ADD 14%
32	RAYMOND JAMES FINANCIAL INC	256,897256,897	$19M	—	ADD 11%
33	Rossmore Private Capital	254,961254,961	$19M	—	ADD 199%
34	CreativeOne Wealth, LLC	254,057254,057	$19M	—	ADD 64%
35	EverSource Wealth Advisors, LLC	253,575253,575	$19M	—	TRIM -41%
36	Clear Creek Financial Management, LLC	243,010243,010	$18M	—	ADD 42%
37	HSBC HOLDINGS PLC	237,000237,000	$18M	—	TRIM -51%
38	Whitaker-Myers Wealth Managers, LTD.	233,623233,623	$18M	—	ADD 19%
39	LRI Investments, LLC	219,148219,148	$17M	—	—
40	Tortoise Investment Management, LLC	205,702205,702	$16M	—	ADD 160%
41	Miller Investment Management, LP	195,900195,900	$15M	—	ADD 8%
42	Blume Capital Management, Inc.	195,049195,049	$15M	—	ADD 26%
43	Rialto Wealth Management, LLC	191,937191,937	$15M	—	ADD 6%
44	Roehl & Yi Investment Advisors, LLC	187,070187,070	$14M	—	TRIM -6%
45	AQR CAPITAL MANAGEMENT LLC	186,967186,967	$14M	—	ADD 2%
46	JIM SAULNIER & ASSOCIATES, LLC	184,791184,791	$14M	—	ADD 30%
47	Quantinno Capital Management LP	178,324178,324	$13M	—	ADD 3015%
48	BENJAMIN EDWARDS INC	165,882165,882	$13M	—	TRIM -4%
49	Delta Investment Management, LLC	165,291165,291	$13M	—	TRIM -47%
50	Gross & Hartman Investments LLC	157,497157,497	$12M	—	ADD 22%
51	Roundview Capital LLC	154,293154,293	$12M	—	NEW
52	RFP Financial Group LLC	152,672152,672	$12M	—	ADD 333%
53	eCIO, Inc.	134,431134,431	$10M	—	ADD 78%
54	Greenline Partners, LLC	133,703133,703	$10M	—	TRIM -19%
55	Englebert Financial Advisers, LLC	132,616132,616	$10M	—	TRIM -30%
56	UNITED CAPITAL FINANCIAL ADVISORS, LLC	129,998129,998	$10M	—	ADD 40%
57	OSAIC HOLDINGS, INC.	118,646118,646	$9M	—	ADD 69%
58	Lakewood Asset Management LLC	116,503116,503	$9M	—	ADD 6%
59	HARBOUR INVESTMENT MANAGEMENT LLC	115,684115,684	$9M	—	ADD 192%
60	SJS Investment Consulting Inc.	115,370115,370	$9M	—	TRIM -4%
61	ANDERSON HOAGLAND & CO	112,279112,279	$8M	—	ADD 18%
62	GenTrust, LLC	112,020112,020	$8M	—	ADD 511%
63	Cambria Investment Management, L.P.	111,941111,941	$8M	—	NEW
64	HighTower Advisors, LLC	111,424111,424	$8M	—	ADD 46%
65	Stonebridge Financial Group, LLC	106,916106,916	$8M	—	NEW
66	Summit Global Investments	105,857105,857	$8M	—	NEW
67	CHATHAM CAPITAL GROUP, INC.	102,110102,110	$8M	—	ADD 680%
68	Tradition Wealth Management, LLC	101,578101,578	$8M	—	ADD 63%
69	ABOUND FINANCIAL, LLC	101,439101,439	$8M	—	TRIM -6%
70	SAGE RHINO CAPITAL LLC	91,52591,525	$7M	—	ADD 67%
71	PFW Advisors LLC	91,46391,463	$7M	—	ADD 42%
72	Factorial Partners, LLC	91,00091,000	$7M	—	ADD 93%
73	Kingsview Wealth Management, LLC	90,64290,642	$7M	—	ADD 8%
74	Cresset Asset Management, LLC	90,24890,248	$7M	—	TRIM -47%
75	First Pacific Advisors, LP	90,15990,159	$7M	—	NEW
76	Astra Wealth Partners LLC	88,76088,760	$7M	—	ADD 128%
77	Greenspring Advisors, LLC	84,87184,871	$6M	—	ADD 75%
78	CWA Asset Management Group, LLC	84,50184,501	$6M	—	ADD 97%
79	Perigon Wealth Management, LLC	83,69683,696	$6M	—	ADD 6%
80	MRWM Advisors, LLC	82,50582,505	$6M	—	TRIM -9%
81	Fort Point Capital Partners LLC	82,48882,488	$6M	—	TRIM -32%
82	Foundry Financial LLC	81,12981,129	$6M	—	ADD 34%
83	Brookstone Capital Management	80,66880,668	$6M	—	TRIM -60%
84	Creative Planning	79,91479,914	$6M	—	ADD 77%
85	Guardian Wealth Management, Inc.	76,75576,755	$6M	—	ADD 1145%
86	HANOVER ADVISORS INC	75,50575,505	$6M	—	TRIM -5%
87	Corient Private Wealth LLC	74,08174,081	$6M	—	ADD 76%
88	Cerity Partners LLC	73,35873,358	$6M	—	ADD 122%
89	NewEdge Wealth, LLC	72,34272,342	$5M	—	TRIM -23%
90	JBR Co Financial Management Inc	70,16370,163	$5M	—	—
91	Fortis Advisors, LLC	68,80868,808	$5M	—	TRIM -13%
92	FLPUTNAM INVESTMENT MANAGEMENT CO	67,31167,311	$5M	—	TRIM -75%
93	Planned Solutions, Inc.	64,89164,891	$5M	—	—
94	Savant Capital, LLC	64,26164,261	$5M	—	TRIM -57%
95	Unison Advisors LLC	59,45359,453	$4M	—	ADD 30%
96	TPG Advisors LLC	59,21659,216	$4M	—	ADD 20%
97	Cetera Investment Advisers	58,35258,352	$4M	—	ADD 1133%
98	SMITH, MOORE & CO.	57,21657,216	$4M	—	ADD 1206%
99	Ethos Financial Group, LLC	56,61756,617	$4M	—	NEW
100	Sowell Financial Services LLC	56,41756,417	$4M	—	—

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WIT, LLC

—

2.6M

$200M

Nicholas Hoffman & Company, LLC.

—

388K

1.8M

2.4M

$179M

Oxbow Advisors, LLC

—

2.1M

1.7M

2.3M

$173M

Evanson Asset Management, LLC

—

1.1M

1.4M

1.9M

$142M

Elm Partners Management LLC

—

109K

1.8M

$139M

SCS Capital Management LLC

—

16K

1.4M

1.5M

$112M

BANK OF AMERICA CORP /DE/

—

761K

917K

1.4M

$107M

ARMSTRONG ADVISORY GROUP, INC

—

1.3M

665K

1.2M

$93M

GREENHAVEN ASSOCIATES INC

—

500K

773K

1.2M

$91M

UBS Group AG

—

475K

482K

557K

1.0M

$78M

ROYAL BANK OF CANADA

—

54K

1.1M

764K

777K

942K

$71M

MORGAN STANLEY

—

170K

563K

939K

$71M

FSA Investment Group, LLC

—

808K

$61M

Bridgewealth Advisory Group, LLC

—

626K

719K

633K

793K

$60M

BetterWealth, LLC

—

21K

655K

$50M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	335	39,667,342	—	$3.0B
2025-Q4	272	26,211,975	—	$2.0B
2025-Q3	203	18,957,856	—	$1.4B
2025-Q2	133	10,406,642	—	$786M
2025-Q1	48	1,176,396	—	$89M

Short interest has its own tab now — open SI →

VBIL☆

Institutional ownership· 13F filers holding VBIL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding VBIL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

VBIL