$15.06
+0.10 (+0.63%)
Market Cap
$175.7M
Shares Outstanding
11,425,089
Institutional Holders
45
Total Inst. Value
$34.5M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
11
Closed Positions
5
Increased
9
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | $5.9M | 382,991 |
| 2 | MORGAN STANLEY | $3.1M | 199,085 |
| 3 | GUGGENHEIM CAPITAL LLC | $3.1M | 198,398 |
| 4 | Invesco Ltd. | $2.7M | 175,466 |
| 5 | WELLS FARGO & COMPANY/MN | $2.7M | 171,848 |
| 6 | ProVise Management Group, LLC | $2.0M | 132,181 |
| 7 | WealthBridge Capital Management, LLCNew | $2.0M | 128,539 |
| 8 | Allspring Global Investments Holdings, LLC | $1.3M | 86,063 |
| 9 | UBS Group AG | $1.2M | 78,226 |
| 10 | BANK OF AMERICA CORP /DE/ | $1.1M | 68,976 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +43K | $5.9M |
| Invesco Ltd. | +28K | $2.7M |
| ProVise Management Group, LLC | +1K | $2.0M |
| WealthBridge Capital Management, LLCNew | +129K | $2.0M |
| WOLVERINE ASSET MANAGEMENT LLC | +45K | $1.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | -139K | $126K |
| Whipplewood Advisors, LLC | -56K | $916K |
| GUGGENHEIM CAPITAL LLC | -37K | $3.1M |
| Hennion & Walsh Asset Management, Inc. | -28K | $652K |
| CITIGROUP INC | -23K | $662K |
Related Stocks
Frequently Asked Questions
How many institutional investors hold VBF?
As of Q1 2025, 45 institutional investors report holding VBF (INVESCO BOND FUND) in their 13F filings.
Which hedge fund owns the most VBF?
The largest institutional holder of VBF is SIT INVESTMENT ASSOCIATES INC with $5.9M in shares.
Are institutions buying or selling VBF?
This quarter, 11 institutions opened new positions in VBF and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.