VCEB

—

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$61.47

-0.27 (-0.44%)

USD · as of 2026-07-29 · marketstack

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

130 holders

% of shares outstanding held

—

Shares held (13F)

9,029,581

Reporting holders

130

Top holders

largest 100 of 130 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	VANGUARD ADVISERS INC	2,005,8962.0M	$126M	—	NEW
2	BANK OF AMERICA CORP /DE/	1,852,6411.9M	$116M	—	ADD 7105%
3	Varma Mutual Pension Insurance Co	1,100,0001.1M	$69M	—	—
4	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	519,584519,584	$32M	—	ADD 16%
5	TRUIST FINANCIAL CORP	290,167290,167	$18M	—	ADD 3%
6	ENVESTNET ASSET MANAGEMENT INC	266,454266,454	$17M	—	ADD 3%
7	Hanson & Doremus Investment Management	211,926211,926	$13M	—	ADD 12%
8	Wealthfront Advisers LLC	206,536206,536	$13M	—	ADD 136%
9	Creative Planning	177,265177,265	$11M	—	NEW
10	DeDora Capital, Inc.	177,260177,260	$11M	—	ADD 9%
11	Modera Wealth Management, LLC	154,784154,784	$10M	—	ADD 6%
12	Mariner, LLC	151,235151,235	$10M	—	ADD 11%
13	IMA Advisory Services, Inc.	149,730149,730	$9M	—	—
14	Cerity Partners LLC	96,63496,634	$6M	—	ADD 20%
15	LPL Financial LLC	93,65693,656	$6M	—	ADD 16%
16	North Berkeley Wealth Management, LLC	79,74879,748	$5M	—	NEW
17	UBS Group AG	71,23971,239	$4M	—	ADD 52%
18	Francis Financial, Inc.	70,68270,682	$4M	—	ADD 48%
19	ST GERMAIN D J CO INC	68,91368,913	$4M	—	ADD 8%
20	Cambridge Investment Research Advisors, Inc.	64,64064,640	$4M	—	ADD 36%
21	Human Investing LLC	64,26364,263	$4M	—	—
22	Pearl Planning LLC	41,50441,504	$3M	—	ADD 15%
23	MATHER GROUP, LLC.	40,78240,782	$3M	—	ADD 3%
24	Klaas Financial Asset Advisors, LLC	38,91338,913	$2M	—	NEW
25	Team Hewins, LLC	37,17637,176	$2M	—	—
26	CITADEL ADVISORS LLC	31,21331,213	$2M	—	NEW
27	Stewardship Advisors, LLC	30,29030,290	$2M	—	TRIM -61%
28	WELLS FARGO & COMPANY/MN	29,54129,541	$2M	—	ADD 15%
29	JANE STREET GROUP, LLC	26,18526,185	$2M	—	NEW
30	Level Financial Advisors	25,56225,562	$2M	—	ADD 4%
31	BetterWealth, LLC	25,37525,375	$2M	—	—
32	HARBOUR INVESTMENTS, INC.	24,64524,645	$2M	—	ADD 11%
33	ROYAL BANK OF CANADA	22,64122,641	$1M	—	ADD 27%
34	New England Private Wealth Advisors LLC	19,62619,626	$1M	—	—
35	Modern Wealth Management, LLC	18,95818,958	$1M	—	ADD 184%
36	Scott Capital Advisors, LLC	18,37018,370	$1M	—	ADD 9%
37	Allworth Financial LP	18,24318,243	$1M	—	—
38	Choate Investment Advisors	18,07518,075	$1M	—	ADD 152%
39	Equita Financial Network, Inc.	17,54717,547	$1M	—	—
40	Apella Capital, LLC	16,40116,401	$1M	—	ADD 10%
41	Farrell Financial LLC	16,23916,239	$1M	—	—
42	Vontobel Holding Ltd.	15,49515,495	$973,551	—	—
43	BARTLETT & CO. WEALTH MANAGEMENT LLC	14,98114,981	$935,414	—	ADD 9%
44	Clarity Wealth Development LLC	14,73914,739	$926,051	—	ADD 3%
45	Walkner Condon Financial Advisors LLC	13,75413,754	$864,164	—	ADD 3%
46	Thayer Partners, LLC / MA	13,73213,732	$862,765	—	—
47	JPMORGAN CHASE & CO	13,75413,754	$859,763	—	—
48	CWM, LLC	13,60413,604	$854,739	—	ADD 28%
49	WealthSpring Partners, LLC	12,00712,007	$754,404	—	—
50	VALLEY NATIONAL ADVISERS INC	11,88511,885	$746,000	—	ADD 8%
51	Ameritas Investment Partners, Inc.	11,47311,473	$720,857	—	ADD 6%
52	EverSource Wealth Advisors, LLC	11,38011,380	$715,016	—	ADD 110%
53	CAPTRUST FINANCIAL ADVISORS	11,13311,133	$699,486	—	NEW
54	CURIO WEALTH, LLC	11,01711,017	$692,198	—	—
55	EP Wealth Advisors, LLC	10,55010,550	$662,830	—	—
56	Charter Oak Capital Management, LLC	10,52310,523	$661,133	—	ADD 3%
57	OSAIC HOLDINGS, INC.	10,07210,072	$632,820	—	TRIM -9%
58	West Financial Advisors, LLC	9,7459,745	$612,280	—	—
59	Savant Capital, LLC	9,3709,370	$588,687	—	ADD 69%
60	RAYMOND JAMES FINANCIAL INC	8,9918,991	$564,901	—	ADD 24%
61	Private Advisor Group, LLC	8,8188,818	$554,031	—	TRIM -4%
62	Csenge Advisory Group	8,7878,787	$552,081	—	—
63	RWA WEALTH PARTNERS, LLC	8,6678,667	$544,521	—	TRIM -15%
64	Shotwell Rutter Baer Inc	8,5788,578	$538,956	—	—
65	NOVARE CAPITAL MANAGEMENT LLC	8,4788,478	$532,673	—	TRIM -35%
66	VERUS WEALTH MANAGEMENT, LLC	8,3408,340	$524,002	—	—
67	COMMONWEALTH EQUITY SERVICES, LLC	7,9507,950	$499,508	—	ADD 40%
68	XY Planning Network, Inc.	7,9447,944	$497,959	—	—
69	PNC FINANCIAL SERVICES GROUP, INC.	7,9157,915	$497,299	—	—
70	MML INVESTORS SERVICES, LLC	7,8047,804	$490,298	—	TRIM -10%
71	Rehmann Capital Advisory Group	7,6637,663	$481,518	—	—
72	Townsend Financial Planning, LLC	7,3917,391	$464,369	—	—
73	Betterment LLC	7,2067,206	$453,000	—	TRIM -30%
74	Carr Financial Group Corp	7,1667,166	$450,231	—	—
75	American Investment Services, Inc.	6,7186,718	$422,092	—	ADD 2%
76	Boston Trust Walden Corp	6,4006,400	$402,112	—	—
77	Essential Planning, LLC.	6,3296,329	$397,643	—	—
78	White Lighthouse Investment Management Inc.	6,2886,288	$395,054	—	ADD 11%
79	CRUX WEALTH ADVISORS	6,2066,206	$389,932	—	—
80	Bragg Financial Advisors, Inc	6,0376,037	$379,305	—	—
81	LaSalle St. Investment Advisors, LLC	6,0316,031	$378,932	—	—
82	Cetera Investment Advisers	6,0186,018	$378,120	—	ADD 2%
83	UMB Bank, n.a.	5,6025,602	$351,974	—	—
84	Summit Wealth Group, LLC	5,6025,602	$351,974	—	—
85	Joel Adams & Associates, Inc.	5,3435,343	$335,687	—	—
86	25 LLC	5,2085,208	$327,219	—	—
87	Tribridge Partners Financial LLC	5,1785,178	$325,644	—	—
88	Perigon Wealth Management, LLC	5,0835,083	$319,365	—	—
89	Live Oak Investment Partners	5,0135,013	$314,967	—	—
90	Drucker Wealth 3.0, LLC	4,9584,958	$311,511	—	ADD 13%
91	STRATEGIC ADVISORY PARTNERS, LLC	4,7634,763	$299,259	—	TRIM -5%
92	STIFEL FINANCIAL CORP	4,7294,729	$297,123	—	TRIM -20%
93	AE Wealth Management LLC	4,6904,690	$294,672	—	ADD 303%
94	Eaton-Cambridge Inc.	4,5254,525	$284,306	—	NEW
95	Black Diamond Financial, LLC	4,2194,219	$265,080	—	—
96	Grove Street Fiduciary, LLC	3,8613,861	$242,587	—	—
97	FIRST TRUST ADVISORS LP	3,8433,843	$241,479	—	—
98	KEYVANTAGE WEALTH, LLC	3,5673,567	$224,115	—	—
99	SILVER OAK WEALTH ADVISORS SERVICES, LLC	3,4253,425	$215,193	—	NEW
100	RMG Wealth Management LLC	3,0213,021	$189,658	—	NEW

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

VANGUARD ADVISERS INC

—

2.0M

$126M

BANK OF AMERICA CORP /DE/

25K

26K

1.9M

$116M

Varma Mutual Pension Insurance Co

1.1M

$69M

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

316K

282K

289K

402K

448K

520K

$32M

TRUIST FINANCIAL CORP

255K

265K

274K

282K

290K

$18M

ENVESTNET ASSET MANAGEMENT INC

240K

243K

250K

257K

260K

266K

$17M

Hanson & Doremus Investment Management

153K

158K

165K

174K

190K

212K

$13M

Wealthfront Advisers LLC

124K

134K

88K

85K

88K

207K

$13M

Creative Planning

—

177K

$11M

DeDora Capital, Inc.

173K

154K

153K

162K

177K

$11M

Modera Wealth Management, LLC

138K

148K

144K

150K

145K

155K

$10M

Mariner, LLC

101K

112K

121K

122K

137K

151K

$10M

IMA Advisory Services, Inc.

—

148K

149K

150K

$9M

Cerity Partners LLC

50K

56K

57K

68K

81K

97K

$6M

LPL Financial LLC

40K

46K

58K

65K

81K

94K

$6M

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	130	9,029,581	—	$559M
2025-Q4	124	6,509,835	—	$414M
2025-Q3	108	6,107,219	—	$393M
2025-Q2	102	5,721,295	—	$363M
2025-Q1	99	5,516,584	—	$363M
2024-Q4	91	5,588,866	—	$347M
2024-Q3	78	3,600,801	—	$234M
2024-Q2	75	2,932,473	—	$182M
2024-Q1	68	2,453,098	—	$154M
2023-Q4	65	3,388,375	—	$215M
2023-Q3	60	2,720,634	—	$162M
2023-Q2	64	2,438,528	—

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 VCEB · 2026-Q1 methodology → sources →

130 holders

% of shares outstanding held

—

Shares held (13F)

9,029,581

Reporting holders

130

Top holders

largest 100 of 130 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	VANGUARD ADVISERS INC	2,005,8962.0M	$126M	—	NEW
2	BANK OF AMERICA CORP /DE/	1,852,6411.9M	$116M	—	ADD 7105%
3	Varma Mutual Pension Insurance Co	1,100,0001.1M	$69M	—	—
4	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	519,584519,584	$32M	—	ADD 16%
5	TRUIST FINANCIAL CORP	290,167290,167	$18M	—	ADD 3%
6	ENVESTNET ASSET MANAGEMENT INC	266,454266,454	$17M	—	ADD 3%
7	Hanson & Doremus Investment Management	211,926211,926	$13M	—	ADD 12%
8	Wealthfront Advisers LLC	206,536206,536	$13M	—	ADD 136%
9	Creative Planning	177,265177,265	$11M	—	NEW
10	DeDora Capital, Inc.	177,260177,260	$11M	—	ADD 9%
11	Modera Wealth Management, LLC	154,784154,784	$10M	—	ADD 6%
12	Mariner, LLC	151,235151,235	$10M	—	ADD 11%
13	IMA Advisory Services, Inc.	149,730149,730	$9M	—	—
14	Cerity Partners LLC	96,63496,634	$6M	—	ADD 20%
15	LPL Financial LLC	93,65693,656	$6M	—	ADD 16%
16	North Berkeley Wealth Management, LLC	79,74879,748	$5M	—	NEW
17	UBS Group AG	71,23971,239	$4M	—	ADD 52%
18	Francis Financial, Inc.	70,68270,682	$4M	—	ADD 48%
19	ST GERMAIN D J CO INC	68,91368,913	$4M	—	ADD 8%
20	Cambridge Investment Research Advisors, Inc.	64,64064,640	$4M	—	ADD 36%
21	Human Investing LLC	64,26364,263	$4M	—	—
22	Pearl Planning LLC	41,50441,504	$3M	—	ADD 15%
23	MATHER GROUP, LLC.	40,78240,782	$3M	—	ADD 3%
24	Klaas Financial Asset Advisors, LLC	38,91338,913	$2M	—	NEW
25	Team Hewins, LLC	37,17637,176	$2M	—	—
26	CITADEL ADVISORS LLC	31,21331,213	$2M	—	NEW
27	Stewardship Advisors, LLC	30,29030,290	$2M	—	TRIM -61%
28	WELLS FARGO & COMPANY/MN	29,54129,541	$2M	—	ADD 15%
29	JANE STREET GROUP, LLC	26,18526,185	$2M	—	NEW
30	Level Financial Advisors	25,56225,562	$2M	—	ADD 4%
31	BetterWealth, LLC	25,37525,375	$2M	—	—
32	HARBOUR INVESTMENTS, INC.	24,64524,645	$2M	—	ADD 11%
33	ROYAL BANK OF CANADA	22,64122,641	$1M	—	ADD 27%
34	New England Private Wealth Advisors LLC	19,62619,626	$1M	—	—
35	Modern Wealth Management, LLC	18,95818,958	$1M	—	ADD 184%
36	Scott Capital Advisors, LLC	18,37018,370	$1M	—	ADD 9%
37	Allworth Financial LP	18,24318,243	$1M	—	—
38	Choate Investment Advisors	18,07518,075	$1M	—	ADD 152%
39	Equita Financial Network, Inc.	17,54717,547	$1M	—	—
40	Apella Capital, LLC	16,40116,401	$1M	—	ADD 10%
41	Farrell Financial LLC	16,23916,239	$1M	—	—
42	Vontobel Holding Ltd.	15,49515,495	$973,551	—	—
43	BARTLETT & CO. WEALTH MANAGEMENT LLC	14,98114,981	$935,414	—	ADD 9%
44	Clarity Wealth Development LLC	14,73914,739	$926,051	—	ADD 3%
45	Walkner Condon Financial Advisors LLC	13,75413,754	$864,164	—	ADD 3%
46	Thayer Partners, LLC / MA	13,73213,732	$862,765	—	—
47	JPMORGAN CHASE & CO	13,75413,754	$859,763	—	—
48	CWM, LLC	13,60413,604	$854,739	—	ADD 28%
49	WealthSpring Partners, LLC	12,00712,007	$754,404	—	—
50	VALLEY NATIONAL ADVISERS INC	11,88511,885	$746,000	—	ADD 8%
51	Ameritas Investment Partners, Inc.	11,47311,473	$720,857	—	ADD 6%
52	EverSource Wealth Advisors, LLC	11,38011,380	$715,016	—	ADD 110%
53	CAPTRUST FINANCIAL ADVISORS	11,13311,133	$699,486	—	NEW
54	CURIO WEALTH, LLC	11,01711,017	$692,198	—	—
55	EP Wealth Advisors, LLC	10,55010,550	$662,830	—	—
56	Charter Oak Capital Management, LLC	10,52310,523	$661,133	—	ADD 3%
57	OSAIC HOLDINGS, INC.	10,07210,072	$632,820	—	TRIM -9%
58	West Financial Advisors, LLC	9,7459,745	$612,280	—	—
59	Savant Capital, LLC	9,3709,370	$588,687	—	ADD 69%
60	RAYMOND JAMES FINANCIAL INC	8,9918,991	$564,901	—	ADD 24%
61	Private Advisor Group, LLC	8,8188,818	$554,031	—	TRIM -4%
62	Csenge Advisory Group	8,7878,787	$552,081	—	—
63	RWA WEALTH PARTNERS, LLC	8,6678,667	$544,521	—	TRIM -15%
64	Shotwell Rutter Baer Inc	8,5788,578	$538,956	—	—
65	NOVARE CAPITAL MANAGEMENT LLC	8,4788,478	$532,673	—	TRIM -35%
66	VERUS WEALTH MANAGEMENT, LLC	8,3408,340	$524,002	—	—
67	COMMONWEALTH EQUITY SERVICES, LLC	7,9507,950	$499,508	—	ADD 40%
68	XY Planning Network, Inc.	7,9447,944	$497,959	—	—
69	PNC FINANCIAL SERVICES GROUP, INC.	7,9157,915	$497,299	—	—
70	MML INVESTORS SERVICES, LLC	7,8047,804	$490,298	—	TRIM -10%
71	Rehmann Capital Advisory Group	7,6637,663	$481,518	—	—
72	Townsend Financial Planning, LLC	7,3917,391	$464,369	—	—
73	Betterment LLC	7,2067,206	$453,000	—	TRIM -30%
74	Carr Financial Group Corp	7,1667,166	$450,231	—	—
75	American Investment Services, Inc.	6,7186,718	$422,092	—	ADD 2%
76	Boston Trust Walden Corp	6,4006,400	$402,112	—	—
77	Essential Planning, LLC.	6,3296,329	$397,643	—	—
78	White Lighthouse Investment Management Inc.	6,2886,288	$395,054	—	ADD 11%
79	CRUX WEALTH ADVISORS	6,2066,206	$389,932	—	—
80	Bragg Financial Advisors, Inc	6,0376,037	$379,305	—	—
81	LaSalle St. Investment Advisors, LLC	6,0316,031	$378,932	—	—
82	Cetera Investment Advisers	6,0186,018	$378,120	—	ADD 2%
83	UMB Bank, n.a.	5,6025,602	$351,974	—	—
84	Summit Wealth Group, LLC	5,6025,602	$351,974	—	—
85	Joel Adams & Associates, Inc.	5,3435,343	$335,687	—	—
86	25 LLC	5,2085,208	$327,219	—	—
87	Tribridge Partners Financial LLC	5,1785,178	$325,644	—	—
88	Perigon Wealth Management, LLC	5,0835,083	$319,365	—	—
89	Live Oak Investment Partners	5,0135,013	$314,967	—	—
90	Drucker Wealth 3.0, LLC	4,9584,958	$311,511	—	ADD 13%
91	STRATEGIC ADVISORY PARTNERS, LLC	4,7634,763	$299,259	—	TRIM -5%
92	STIFEL FINANCIAL CORP	4,7294,729	$297,123	—	TRIM -20%
93	AE Wealth Management LLC	4,6904,690	$294,672	—	ADD 303%
94	Eaton-Cambridge Inc.	4,5254,525	$284,306	—	NEW
95	Black Diamond Financial, LLC	4,2194,219	$265,080	—	—
96	Grove Street Fiduciary, LLC	3,8613,861	$242,587	—	—
97	FIRST TRUST ADVISORS LP	3,8433,843	$241,479	—	—
98	KEYVANTAGE WEALTH, LLC	3,5673,567	$224,115	—	—
99	SILVER OAK WEALTH ADVISORS SERVICES, LLC	3,4253,425	$215,193	—	NEW
100	RMG Wealth Management LLC	3,0213,021	$189,658	—	NEW

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

VANGUARD ADVISERS INC

—

2.0M

$126M

BANK OF AMERICA CORP /DE/

25K

26K

1.9M

$116M

Varma Mutual Pension Insurance Co

1.1M

$69M

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

316K

282K

289K

402K

448K

520K

$32M

TRUIST FINANCIAL CORP

255K

265K

274K

282K

290K

$18M

ENVESTNET ASSET MANAGEMENT INC

240K

243K

250K

257K

260K

266K

$17M

Hanson & Doremus Investment Management

153K

158K

165K

174K

190K

212K

$13M

Wealthfront Advisers LLC

124K

134K

88K

85K

88K

207K

$13M

Creative Planning

—

177K

$11M

DeDora Capital, Inc.

173K

154K

153K

162K

177K

$11M

Modera Wealth Management, LLC

138K

148K

144K

150K

145K

155K

$10M

Mariner, LLC

101K

112K

121K

122K

137K

151K

$10M

IMA Advisory Services, Inc.

—

148K

149K

150K

$9M

Cerity Partners LLC

50K

56K

57K

68K

81K

97K

$6M

LPL Financial LLC

40K

46K

58K

65K

81K

94K

$6M

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	130	9,029,581	—	$559M
2025-Q4	124	6,509,835	—	$414M
2025-Q3	108	6,107,219	—	$393M
2025-Q2	102	5,721,295	—	$363M
2025-Q1	99	5,516,584	—	$363M
2024-Q4	91	5,588,866	—	$347M
2024-Q3	78	3,600,801	—	$234M
2024-Q2	75	2,932,473	—	$182M
2024-Q1	68	2,453,098	—	$154M
2023-Q4	65	3,388,375	—	$215M
2023-Q3	60	2,720,634	—	$162M
2023-Q2	64	2,438,528	—

Short interest has its own tab now — open SI →

VCEB☆

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

Top holders

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

Institutional footprint by quarter

VCEB