Institutional Holders (2026 Q2)
483 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VUSB. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Calder Financial LLC | 15.05% | 320,831 | $16.0M |
| 2 | Blom & Howell Financial Planning, Inc. | 13.92% | 281,095 | $14.0M |
| 3 | Pacific Center for Financial Services | 13.58% | 1,222,387 | $60.9M |
| 4 | Bramshill Investments, LLC | 11.85% | 3,112,942 | $155.0M |
| 5 | Global Wealth Management, LLC | 11.42% | 450,535 | $22.4M |
| 6 | Kensington Asset Management, LLC | 11.20% | 4,125,497 | $205.4M |
| 7 | Kitching Partners, LLC | 10.55% | 246,697 | $12.3M |
| 8 | Fortitude Advisory Group L.L.C. | 10.20% | 536,537 | $26.7M |
| 9 | McClarren Financial Advisors, Inc. | 8.51% | 330,616 | $16.5M |
| 10 | Red Wave Investments LLC | 8.24% | 651,243 | $32.4M |
| 11 | DMKC Advisory Services, LLC | 7.69% | 817,806 | $40.7M |
| 12 | Spectrum Asset Management, Inc. (NB/CA) | 6.74% | 487,873 | $24.3M |
| 13 | 55 North Private Wealth, LLC | 6.34% | 646,795 | $32.2M |
| 14 | Harbour Investment Management LLC | 6.08% | 236,587 | $11.8M |
| 15 | Adventist Health System Sunbelt Healthcare Corp | 5.93% | 3,713,491 | $184.9M |
| 16 | David Kennon Inc | 5.83% | 354,232 | $17.6M |
| 17 | SpringVest Wealth Management LLC | 5.58% | 178,099 | $8.9M |
| 18 | BlueChip Wealth Advisors LLC | 5.36% | 284,062 | $14.1M |
| 19 | CWC Advisors, LLC. | 5.24% | 237,265 | $11.8M |
| 20 | Schulz Wealth, LTD. | 4.49% | 174,683 | $8.7M |
| 21 | Keynote Financial Services LLC | 4.39% | 188,323 | $9.4M |
| 22 | Harpswell Capital Advisors, LLC | 4.14% | 129,713 | $6.5M |
| 23 | Fonville Wealth Management LLC | 4.14% | 509,593 | $25.4M |
| 24 | Valtinson Bruner Financial Planning LLC | 4.13% | 331,292 | $16.5M |
| 25 | DeLarme Wealth Management, Inc. | 4.03% | 139,499 | $6.9M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|