CUSIP 92647X863CORE INTRMEDIATEUBNDQ4 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 | Victory Capital Management Inc | 20.36M | $447.90M |
| 2 | Annex Advisory Services, LLC | 16.98M | $373.54M |
| 3 | Cahaba Wealth Management, Inc. | 7.86M | $172.98M |
| 4 | Retirement Planning Group, LLC | 6.50M | $143.11M |
| 5 | Merit Financial Group, LLC | 5.82M | $128.03M |
| 6 | 1900 Wealth Management LLC | 4.29M | $94.35M |
| 7 | Osaic Holdings, Inc. | 1.96M | $43.22M |
| 8 | Goldstein Advisors, LLC | 1.41M | $31.10M |
| 9 |
| Correct Capital Wealth Management |
| 1.14M |
| $25.08M |
| 10 | Corient Private Wealth LLC | 925.9K | $20.07M |