CUSIP 922020755CORE-PLUS BD ETFVPLSQ4 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 | Bank Of America Corp /De/ | 1.19M | $92.74M |
| 2 | Lpl Financial LLC | 658.5K | $51.44M |
| 3 | Summit Financial, LLC | 237.9K | $18.59M |
| 4 | Royal Bank Of Canada | 205.3K | $16.04M |
| 5 | Balance Wealth, LLC | 189.0K | $14.76M |
| 6 | Diversified Portfolios, Inc. | 184.2K | $14.39M |
| 7 | Keystone Financial Group, Inc. | 181.5K | $14.18M |
| 8 | First Commonwealth Financial Corp /Pa/ | 180.9K | $14.13M |
| 9 |
| Commonwealth Equity Services, LLC |
| 128.2K |
| $10.01M |
| 10 | Morganrosel Wealth Management, LLC | 125.2K | $9.78M |