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Institutional Holders of VMBS

There is a long list of 554 institutional holders of VMBS within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of VMBS by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-VMBS table below, the initial column indicates the name of each top institutional holder of VMBS, with a link to that fund's top holdings. The next columns indicate the amount of VMBS stock held by each of the institutional holders of VMBS, followed by the VMBS position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Charles Schwab Investment Advisory Inc.132,139,119$6,125,970 12/31/2023
     VMBS132,139,119$6,125,970 12/31/2023
Bank of America Corp DE74,184,415$3,439,189 12/31/2023
     VMBS74,184,415$3,439,189 12/31/2023
Envestnet Asset Management Inc.17,498,487$811,230 12/31/2023
     VMBS17,498,487$811,230 12/31/2023
JPMorgan Chase & Co.10,367,560$480,641 12/31/2023
     VMBS10,367,560$480,641 12/31/2023
Bank of New York Mellon Corp9,976,201$455,015 03/31/2024
     VMBS9,976,201$455,015 03/31/2024
Assetmark Inc.6,303,927$292,250 12/31/2023
     VMBS6,303,927$292,250 12/31/2023
Morningstar Investment Services LLC5,292,600$245,629 12/31/2023
     VMBS5,292,600$245,629 12/31/2023
Stifel Financial Corp4,902,658$227,288 12/31/2023
     VMBS4,902,658$227,288 12/31/2023
LPL Financial LLC4,652,660$215,697 12/31/2023
     VMBS4,652,660$215,697 12/31/2023
Ameriprise Financial Inc.4,294,096$199,102 12/31/2023
     VMBS4,294,096$199,102 12/31/2023
Morgan Stanley4,201,933$194,802 12/31/2023
     VMBS4,201,933$194,802 12/31/2023
Envestnet Portfolio Solutions Inc.3,564,144$165,234 12/31/2023
     VMBS3,564,144$165,234 12/31/2023
Mather Group LLC.3,140,721$145,604 03/31/2024
     VMBS3,140,721$145,604 03/31/2024
Lincoln National Corp3,028,261$140,390 12/31/2023
     VMBS3,028,261$140,390 12/31/2023
Charles Schwab Investment Management Inc.2,928,643$135,772 12/31/2023
     VMBS2,928,643$135,772 12/31/2023
AE Wealth Management LLC2,319,743$105,989 12/31/2023
     VMBS2,319,743$105,989 12/31/2023
Keybank National Association OH2,275,321$105,484 12/31/2023
     VMBS2,275,321$105,484 12/31/2023
Advisor Group Holdings Inc.1,918,059$88,952 12/31/2023
     VMBS1,918,059$88,952 12/31/2023
Raymond James & Associates1,537,946$70,146 03/31/2024
     VMBS1,537,946$70,146 03/31/2024
Acropolis Investment Management LLC1,409,725$64,298 03/31/2024
     VMBS1,409,725$64,298 03/31/2024
Relative Value Partners Group LLC1,386,901$64,297 12/31/2023
     VMBS1,386,901$64,297 12/31/2023
Wells Fargo & Company MN1,372,728$63,640 12/31/2023
     VMBS1,372,728$63,640 12/31/2023
Financial Engines Advisors L.L.C.1,356,440$62,885 12/31/2023
     VMBS1,356,440$62,885 12/31/2023
Hamilton Capital LLC1,282,490$59,456 12/31/2023
     VMBS1,282,490$59,456 12/31/2023
Cambridge Investment Research Advisors Inc.1,281,012$58,427 03/31/2024
     VMBS1,281,012$58,427 03/31/2024
Victory Capital Management Inc.1,255,732$58,216 12/31/2023
     VMBS1,255,732$58,216 12/31/2023
Royal Bank of Canada1,216,394$56,391 12/31/2023
     VMBS1,216,394$56,391 12/31/2023
UBS Group AG1,190,842$55,207 12/31/2023
     VMBS1,190,842$55,207 12/31/2023
Bank of Hawaii1,140,192$52,859 12/31/2023
     VMBS1,140,192$52,859 12/31/2023
Valmark Advisers Inc.1,120,175$51,931 12/31/2023
     VMBS1,120,175$51,931 12/31/2023
Wealth Enhancement Advisory Services LLC1,131,813$51,622 03/31/2024
     VMBS1,131,813$51,622 03/31/2024
Ally Invest Advisors Inc.1,028,165$47,666 12/31/2023
     VMBS1,028,165$47,666 12/31/2023
Executive Wealth Management LLC919,044$42,607 12/31/2023
     VMBS919,044$42,607 12/31/2023
Cantor Fitzgerald Investment Adviser L.P.837,250$38,815 12/31/2023
     VMBS837,250$38,815 12/31/2023
Bell Investment Advisors Inc836,135$38,763 12/31/2023
     VMBS836,135$38,763 12/31/2023
Mitsubishi UFJ Kokusai Asset Management Co. Ltd.831,000$38,525 12/31/2023
     VMBS831,000$38,525 12/31/2023
Allspring Global Investments Holdings LLC802,224$36,589 03/31/2024
     VMBS802,224$36,589 03/31/2024
Financial Gravity Asset Management Inc.767,374$35,575 12/31/2023
     VMBS767,374$35,575 12/31/2023
1832 Asset Management L.P.765,154$35,473 12/31/2023
     VMBS765,154$35,473 12/31/2023
Janney Montgomery Scott LLC722,204$33,481 12/31/2023
     VMBS722,204$33,481 12/31/2023
Vectors Research Management LLC719,191$33,342 12/31/2023
     VMBS719,191$33,342 12/31/2023
Atria Investments LLC660,076$30,601 12/31/2023
     VMBS660,076$30,601 12/31/2023
Truist Financial Corp649,076$30,091 12/31/2023
     VMBS649,076$30,091 12/31/2023
Bartlett & Co. LLC627,716$29,134 12/31/2023
     VMBS627,716$29,134 12/31/2023
Bartlett & CO. Wealth Management LLC627,716$29,132 12/31/2023
     VMBS627,716$29,132 12/31/2023
HighTower Advisors LLC628,251$29,099 12/31/2023
     VMBS628,251$29,099 12/31/2023
First Financial Bankshares Inc597,840$27,716 12/31/2023
     VMBS597,840$27,716 12/31/2023
Allworth Financial LP573,168$26,142 03/31/2024
     VMBS573,168$26,142 03/31/2024
Advisory Alpha LLC562,664$26,089 12/31/2023
     VMBS562,664$26,089 12/31/2023
American Trust549,523$25,476 12/31/2023
     VMBS549,523$25,476 12/31/2023

See All: Funds Holding VMBS
See Details: Top 10 Hedge Funds Holding VMBS
Also See: VMBS Holdings Changes

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