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Institutions Holding VUSB (466 holders)

466 institutions currently hold VUSB, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
JPMORGAN CHASE & CO$1.3B0.08%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$438.4M15.34%
WELLS FARGO & COMPANY/MN$179.9M0.03%
Bramshill Investments, LLC$154.4M13.30%
BANK OF AMERICA CORP /DE/$148.9M0.01%
Kensington Asset Management, LLC$142.1M7.73%
LPL Financial LLC$125.8M0.03%
Blue Trust, Inc.$100.0M1.14%
HighTower Advisors, LLC$87.6M0.09%
Avion Wealth$71.3M14.73%
Wharton Business Group, LLC$70.9M2.68%
Pacific Center for Financial Services$55.9M14.19%
Allspring Global Investments Holdings, LLC$44.3M0.07%
Clearstead Advisors, LLC$43.8M0.40%
Charter Oak Capital Management, LLC$43.5M3.37%
RAYMOND JAMES FINANCIAL INC$41.5M0.01%
ROYAL BANK OF CANADA$34.7M0.01%
Red Wave Investments LLC$32.9M9.82%
COMMONWEALTH EQUITY SERVICES, LLC$32.2M0.04%
CAPITAL ADVISORS INC/OK$28.9M0.46%
Fortitude Advisory Group L.L.C.$27.3M12.28%
55 North Private Wealth, LLC$26.2M6.72%
Waverly Advisors, LLC$25.9M0.19%
Fonville Wealth Management LLC$24.6M4.69%
Alpha Omega Wealth Management LLC$24.5M3.97%
MML INVESTORS SERVICES, LLC$24.0M0.07%
Spectrum Asset Management, Inc. (NB/CA)$23.2M7.38%
Advisory Services Network, LLC$23.1M0.31%
Global Wealth Management, LLC$21.9M11.95%
LOWE BROCKENBROUGH & CO INC$21.7M1.08%
TITLEIST ASSET MANAGEMENT, LLC$20.7M1.56%
NKCFO LLC$20.1M5.96%
Eagle Capital Management, LLC$19.4M7.65%
M Holdings Securities, Inc.$18.8M1.27%
Coyle Financial Counsel LLC$18.4M3.90%
OSAIC HOLDINGS, INC.$18.2M0.03%
David Kennon Inc$17.9M6.43%
Capital Advantage, Inc.$17.3M2.26%
STIFEL FINANCIAL CORP$17.2M0.02%
Valtinson Bruner Financial Planning LLC$16.9M4.66%
HORIZON KINETICS ASSET MANAGEMENT LLC$16.9M0.18%
Calder Financial LLC$16.4M16.27%
TruWealth Advisors, LLC$16.3M0.78%
CITADEL ADVISORS LLC$15.9M0.00%
IHT Wealth Management, LLC$15.5M0.36%
McClarren Financial Advisors, Inc.$15.4M9.13%
AE Wealth Management LLC$15.2M0.08%
ECLECTIC ASSOCIATES INC /ADV$15.2M2.02%
Cetera Investment Advisers$15.0M0.02%
BlueChip Wealth Advisors LLC$14.7M6.47%
Mariner, LLC$13.8M0.02%
OneDigital Investment Advisors LLC$13.6M0.13%
Kestra Advisory Services, LLC$13.5M0.05%
Chicago Partners Investment Group LLC$13.2M0.29%
FOUNDERS GROVE WEALTH PARTNERS, LLC$13.1M2.98%
Mesirow Financial Investment Management, Inc.$13.0M0.21%
JANE STREET GROUP, LLC$12.8M0.00%
CAPTRUST FINANCIAL ADVISORS$12.8M0.02%
Focus Partners Wealth$12.3M0.01%
CFO4Life Group, LLC$12.2M1.86%
KITCHING PARTNERS, LLC$11.8M10.90%
Colony Family Offices, LLC$11.8M2.90%
CWC Advisors, LLC.$11.7M5.56%
Leeward Financial Partners, LLC$11.0M3.27%
HARBOUR INVESTMENT MANAGEMENT LLC$10.5M5.68%
SpringVest Wealth Management LLC$9.9M6.79%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$9.8M0.02%
HTG Investment Advisors, Inc.$9.6M2.74%
KEYNOTE FINANCIAL SERVICES LLC$8.8M4.70%
Cambridge Investment Research Advisors, Inc.$8.7M0.02%
BLAIR WILLIAM & CO/IL$8.6M0.02%
NVWM, LLC$8.2M1.83%
Warwick Investment Management, Inc.$8.1M1.18%
Rothschild Wealth LLC$8.1M0.74%
ENVESTNET ASSET MANAGEMENT INC$8.1M0.00%
Crews Bank & Trust$7.8M1.14%
Apella Capital, LLC$7.8M0.12%
EVERETT HARRIS & CO /CA/$7.3M0.09%
Steward Partners Investment Advisory, LLC$7.3M0.04%
Spectrum Planning & Advisory Services Inc.$7.1M3.50%
Signature Wealth Management Group$7.1M2.68%
DeLarme Wealth Management, Inc.$6.7M4.28%
FOUNDERS FINANCIAL SECURITIES LLC$6.5M0.37%
Harpswell Capital Advisors, LLC$6.5M4.84%
Beaumont Asset Management, L.L.C.$6.4M2.89%
Corient Private Wealth LLC$6.0M0.01%
Tower Research Capital LLC (TRC)$5.9M0.15%
Evanson Asset Management, LLC$5.9M0.32%
Pine Harbor Wealth Management, LLC$5.9M1.75%
VERUS CAPITAL PARTNERS, LLC$5.8M0.40%
NICOLET BANKSHARES INC$5.8M0.21%
49 WEALTH MANAGEMENT, LLC$5.7M0.42%
Capital Analysts, LLC$5.6M0.15%
Relyea Zuckerberg Hanson LLC$5.4M0.54%
Paragon Private Wealth Management, LLC$5.2M1.62%
Fischer Financial Services, Inc.$5.2M1.73%
SALEM INVESTMENT COUNSELORS INC$5.1M0.15%
MorganRosel Wealth Management, LLC$5.0M1.98%
ZAZOVE ASSOCIATES LLC$5.0M0.52%
Beacon Pointe Advisors, LLC$4.8M0.03%
Palisades Hudson Asset Management, L.P.$4.7M1.85%
Modera Wealth Management, LLC$4.7M0.06%
SAGE RHINO CAPITAL LLC$4.7M0.87%
Convergence Financial, LLC$4.6M0.49%
WEALTHSPAN PARTNERS, LLC$4.6M1.61%
Capital Investment Services of America, Inc.$4.6M0.48%
Hikari Power Ltd$4.5M0.39%
UBS Group AG$4.4M0.00%
Robinhood Asset Management, LLC$4.4M0.32%
Greenspring Advisors, LLC$4.4M0.27%
Strategic Wealth Advisors LLC$4.3M3.43%
WEBSTERROGERS FINANCIAL ADVISORS, LLC$4.3M1.22%
LOWERY THOMAS, LLC$4.3M2.44%
ASPIRIANT, LLC$4.3M0.12%
Rockefeller Capital Management L.P.$4.3M0.01%
Enclave Advisors LLC$4.1M0.56%
Walker Financial Services, Inc.$4.1M1.40%
Focus Financial Network, Inc.$4.1M0.15%
ADVISORY RESEARCH INC$4.1M0.50%
National Wealth Management Group, LLC$4.0M1.50%
CHATHAM CAPITAL GROUP, INC.$4.0M0.58%
Mustard Seed Financial, LLC$4.0M2.39%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$3.9M0.00%
CAMBIENT FAMILY OFFICE, LLC$3.9M0.54%
Kathmere Capital Management, LLC$3.9M0.24%
Pitcairn Wealth Advisors LLC$3.8M0.35%
Valmark Advisers, Inc.$3.8M0.04%
CENTRAL TRUST Co$3.8M0.07%
Betterment LLC$3.5M0.01%
Pillar Financial Advisors, LLC$3.5M2.05%
Belpointe Asset Management LLC$3.4M0.13%
JONES FINANCIAL COMPANIES LLLP$3.4M0.00%
Root Financial Partners, LLC$3.3M0.15%
MAI Capital Management$3.3M0.02%
Chesley Taft & Associates LLC$3.3M0.14%
CARY STREET PARTNERS FINANCIAL LLC$3.3M0.08%
XY Planning Network, Inc.$3.2M0.51%
U.S. Capital Wealth Advisors, LLC$3.2M0.08%
CWS Financial Advisors, LLC$3.2M0.82%
Aberdeen Wealth Management LLC$3.2M1.44%
Creative Planning$3.2M0.00%
AlphaCore Capital LLC$3.1M0.07%
Payne Capital LLC$3.0M2.71%
Bristlecone Value Partners, LLC$2.9M2.57%
Lebenthal Global Advisors, LLC$2.9M0.42%
Lakewood Asset Management LLC$2.8M1.82%
World Investment Advisors$2.8M0.05%
Integrated Wealth Concepts LLC$2.8M0.02%
GeoWealth Management, LLC$2.7M0.10%
SP Asset Management LLC$2.7M0.24%