24 institutions reported holding $492.4M of ETF SER SOLUTIONS (VBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blue Trust, Inc. ($475.0M), Vident Advisory, LLC ($7.1M), CITADEL ADVISORS LLC ($2.2M), WorthPointe, LLC ($2.0M), TrueWealth Advisors, LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Blue Trust, Inc. | $475.0M | 10.9M | Trimmed |
| 2 | Vident Advisory, LLC | $7.1M | 162,139 | Added |
| 3 | CITADEL ADVISORS LLC | $2.2M | 50,060 | New |
| 4 | WorthPointe, LLC | $2.0M | 45,497 | Added |
| 5 | TrueWealth Advisors, LLC | $1.4M | 32,854 | Added |
| 6 | JANE STREET GROUP, LLC | $1.0M | 23,985 | Trimmed |
| 7 | Insight Wealth Partners, LLC | $988,338 | 22,653 | Added |
| 8 | Hyundai Investments Co., Ltd. | $673,321 | 15,378 | Added |
| 9 | HighTower Advisors, LLC | $368,184 | 8,439 | Hold |
| 10 | 5T Wealth, LLC | $362,524 | 8,309 | Trimmed |
| 11 | JPMORGAN CHASE & CO | $356,364 | 8,139 | Trimmed |
| 12 | Strategic Blueprint, LLC | $313,484 | 7,185 | Added |
| 13 | Members Trust Co | $226,223 | 5,185 | New |
| 14 | Farther Finance Advisors, LLC | $136,563 | 3,130 | Hold |
| 15 | FIFTH THIRD BANCORP | $102,313 | 2,345 | Added |
| 16 | Colonial Trust Co / SC | $55,716 | 1,277 | Hold |
| 17 | MORGAN STANLEY | $36,998 | 848 | Trimmed |
| 18 | IMA Advisory Services, Inc. | $19,154 | 439 | New |
| 19 | OSAIC HOLDINGS, INC. | $4,712 | 108 | Hold |
| 20 | Institute for Wealth Management, LLC. | $3,705 | 85 | New |
| 21 | MAI Capital Management | $0 | 0 | Exited |
| 22 | HRT FINANCIAL LP | $0 | 0 | Exited |
| 23 | Crumly & Associates Inc. | $0 | 0 | Exited |
| 24 | Stewardship Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30