CUSIP 922020748CORE BD ETFVCRBQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Hbk Sorce Advisory LLC | 9.27M | $724.69M |
| 2 | Signaturefd, LLC | 5.04M | $392.20M |
| 3 | Advance Capital Management, Inc. | 3.29M | $256.22M |
| 4 | Bank Of America Corp /De/ | 2.01M | $156.92M |
| 5 | Forvis Mazars Wealth Advisors, LLC | 1.71M | $133.48M |
| 6 | Martel Wealth Advisors Inc | 1.51M | $117.24M |
| 7 | Assetmark, Inc | 1.36M | $105.98M |
| 8 | Diversified Portfolios, Inc. | 1.13M | $87.98M |
| 9 |
| Smith & Howard Wealth Management, LLC |
| 1.02M |
| $79.35M |
| 10 | Orion Porfolio Solutions, LLC | 950.1K | $74.01M |