10 institutions reported holding $479.5M of ETF SER SOLUTIONS (VBND) in SEC 13F filings for 2026-06-30. Largest institutional holders: Blue Trust, Inc. ($475.0M), WorthPointe, LLC ($2.0M), TrueWealth Advisors, LLC ($1.4M), 5T Wealth, LLC ($362,524), Strategic Blueprint, LLC ($313,484). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Blue Trust, Inc. | $475.0M | 10.9M | Trimmed |
| 2 | WorthPointe, LLC | $2.0M | 45,497 | Added |
| 3 | TrueWealth Advisors, LLC | $1.4M | 32,854 | Added |
| 4 | 5T Wealth, LLC | $362,524 | 8,309 | Trimmed |
| 5 | Strategic Blueprint, LLC | $313,484 | 7,185 | Added |
| 6 | Members Trust Co | $226,223 | 5,185 | New |
| 7 | Farther Finance Advisors, LLC | $136,563 | 3,130 | Hold |
| 8 | Institute for Wealth Management, LLC. | $3,705 | 85 | New |
| 9 | Stewardship Advisors, LLC | $0 | 0 | Exited |
| 10 | Crumly & Associates Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30