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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Charles Schwab Investment Advisory Inc. | 132,139,119 | $6,125,970 | 12/31/2023 | VMBS | 132,139,119 | $6,125,970 | 12/31/2023 | Bank of America Corp DE | 74,184,415 | $3,439,189 | 12/31/2023 | VMBS | 74,184,415 | $3,439,189 | 12/31/2023 | Envestnet Asset Management Inc. | 17,498,487 | $811,230 | 12/31/2023 | VMBS | 17,498,487 | $811,230 | 12/31/2023 | JPMorgan Chase & Co. | 10,367,560 | $480,641 | 12/31/2023 | VMBS | 10,367,560 | $480,641 | 12/31/2023 | Bank of New York Mellon Corp | 9,976,201 | $455,015 | 03/31/2024 | VMBS | 9,976,201 | $455,015 | 03/31/2024 | Assetmark Inc. | 6,303,927 | $292,250 | 12/31/2023 | VMBS | 6,303,927 | $292,250 | 12/31/2023 | Morningstar Investment Services LLC | 5,292,600 | $245,629 | 12/31/2023 | VMBS | 5,292,600 | $245,629 | 12/31/2023 | Stifel Financial Corp | 4,902,658 | $227,288 | 12/31/2023 | VMBS | 4,902,658 | $227,288 | 12/31/2023 | LPL Financial LLC | 4,652,660 | $215,697 | 12/31/2023 | VMBS | 4,652,660 | $215,697 | 12/31/2023 | Ameriprise Financial Inc. | 4,294,096 | $199,102 | 12/31/2023 | VMBS | 4,294,096 | $199,102 | 12/31/2023 | Morgan Stanley | 4,201,933 | $194,802 | 12/31/2023 | VMBS | 4,201,933 | $194,802 | 12/31/2023 | Envestnet Portfolio Solutions Inc. | 3,564,144 | $165,234 | 12/31/2023 | VMBS | 3,564,144 | $165,234 | 12/31/2023 | Mather Group LLC. | 3,140,721 | $145,604 | 03/31/2024 | VMBS | 3,140,721 | $145,604 | 03/31/2024 | Lincoln National Corp | 3,028,261 | $140,390 | 12/31/2023 | VMBS | 3,028,261 | $140,390 | 12/31/2023 | Charles Schwab Investment Management Inc. | 2,928,643 | $135,772 | 12/31/2023 | VMBS | 2,928,643 | $135,772 | 12/31/2023 | AE Wealth Management LLC | 2,319,743 | $105,989 | 12/31/2023 | VMBS | 2,319,743 | $105,989 | 12/31/2023 | Keybank National Association OH | 2,275,321 | $105,484 | 12/31/2023 | VMBS | 2,275,321 | $105,484 | 12/31/2023 | Advisor Group Holdings Inc. | 1,918,059 | $88,952 | 12/31/2023 | VMBS | 1,918,059 | $88,952 | 12/31/2023 | Raymond James & Associates | 1,537,946 | $70,146 | 03/31/2024 | VMBS | 1,537,946 | $70,146 | 03/31/2024 | Acropolis Investment Management LLC | 1,409,725 | $64,298 | 03/31/2024 | VMBS | 1,409,725 | $64,298 | 03/31/2024 | Relative Value Partners Group LLC | 1,386,901 | $64,297 | 12/31/2023 | VMBS | 1,386,901 | $64,297 | 12/31/2023 | Wells Fargo & Company MN | 1,372,728 | $63,640 | 12/31/2023 | VMBS | 1,372,728 | $63,640 | 12/31/2023 | Financial Engines Advisors L.L.C. | 1,356,440 | $62,885 | 12/31/2023 | VMBS | 1,356,440 | $62,885 | 12/31/2023 | Hamilton Capital LLC | 1,282,490 | $59,456 | 12/31/2023 | VMBS | 1,282,490 | $59,456 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 1,281,012 | $58,427 | 03/31/2024 | VMBS | 1,281,012 | $58,427 | 03/31/2024 | Victory Capital Management Inc. | 1,255,732 | $58,216 | 12/31/2023 | VMBS | 1,255,732 | $58,216 | 12/31/2023 | Royal Bank of Canada | 1,216,394 | $56,391 | 12/31/2023 | VMBS | 1,216,394 | $56,391 | 12/31/2023 | UBS Group AG | 1,190,842 | $55,207 | 12/31/2023 | VMBS | 1,190,842 | $55,207 | 12/31/2023 | Bank of Hawaii | 1,140,192 | $52,859 | 12/31/2023 | VMBS | 1,140,192 | $52,859 | 12/31/2023 | Valmark Advisers Inc. | 1,120,175 | $51,931 | 12/31/2023 | VMBS | 1,120,175 | $51,931 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 1,131,813 | $51,622 | 03/31/2024 | VMBS | 1,131,813 | $51,622 | 03/31/2024 | Ally Invest Advisors Inc. | 1,028,165 | $47,666 | 12/31/2023 | VMBS | 1,028,165 | $47,666 | 12/31/2023 | Executive Wealth Management LLC | 919,044 | $42,607 | 12/31/2023 | VMBS | 919,044 | $42,607 | 12/31/2023 | Cantor Fitzgerald Investment Adviser L.P. | 837,250 | $38,815 | 12/31/2023 | VMBS | 837,250 | $38,815 | 12/31/2023 | Bell Investment Advisors Inc | 836,135 | $38,763 | 12/31/2023 | VMBS | 836,135 | $38,763 | 12/31/2023 | Mitsubishi UFJ Kokusai Asset Management Co. Ltd. | 831,000 | $38,525 | 12/31/2023 | VMBS | 831,000 | $38,525 | 12/31/2023 | Allspring Global Investments Holdings LLC | 802,224 | $36,589 | 03/31/2024 | VMBS | 802,224 | $36,589 | 03/31/2024 | Financial Gravity Asset Management Inc. | 767,374 | $35,575 | 12/31/2023 | VMBS | 767,374 | $35,575 | 12/31/2023 | 1832 Asset Management L.P. | 765,154 | $35,473 | 12/31/2023 | VMBS | 765,154 | $35,473 | 12/31/2023 | Janney Montgomery Scott LLC | 722,204 | $33,481 | 12/31/2023 | VMBS | 722,204 | $33,481 | 12/31/2023 | Vectors Research Management LLC | 719,191 | $33,342 | 12/31/2023 | VMBS | 719,191 | $33,342 | 12/31/2023 | Atria Investments LLC | 660,076 | $30,601 | 12/31/2023 | VMBS | 660,076 | $30,601 | 12/31/2023 | Truist Financial Corp | 649,076 | $30,091 | 12/31/2023 | VMBS | 649,076 | $30,091 | 12/31/2023 | Bartlett & Co. LLC | 627,716 | $29,134 | 12/31/2023 | VMBS | 627,716 | $29,134 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 627,716 | $29,132 | 12/31/2023 | VMBS | 627,716 | $29,132 | 12/31/2023 | HighTower Advisors LLC | 628,251 | $29,099 | 12/31/2023 | VMBS | 628,251 | $29,099 | 12/31/2023 | First Financial Bankshares Inc | 597,840 | $27,716 | 12/31/2023 | VMBS | 597,840 | $27,716 | 12/31/2023 | Allworth Financial LP | 573,168 | $26,142 | 03/31/2024 | VMBS | 573,168 | $26,142 | 03/31/2024 | Advisory Alpha LLC | 562,664 | $26,089 | 12/31/2023 | VMBS | 562,664 | $26,089 | 12/31/2023 | American Trust | 549,523 | $25,476 | 12/31/2023 | VMBS | 549,523 | $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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