Who Owns INVESCO BOND FUND (VBF)?Hedge Fund & Institutional Holders

$15.15+0.10 (+0.66%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.0000002301000213e+205T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$14.72$15.32$15.91$16.51$17.11Aug 24Jun 25Mar 26

VBF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
JONES FINANCIAL COMPANIES LLLPNew Position+249K+$3.0B
1607 Capital Partners, LLCIncreased+98K+$1.5B
WOLVERINE ASSET MANAGEMENT LLCNew Position+94K+$1.4B
Hennion & Walsh Asset Management, Inc.New Position+77K+$1.2B
MELFA WEALTH MANAGEMENT, INC.New Position+36K+$554.0M
OAK HARBOR WEALTH PARTNERS, LLCNew Position+27K+$408.0M
Ethos Financial Group, LLCNew Position+23K+$347.0M
Uncommon Cents Investing LLCNew Position+19K+$291.0M
RIVERBRIDGE PARTNERS LLCIncreased+19K+$284.6M
Shaker Financial Services, LLCNew Position+11K+$167.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+5K+$71.0M
CITIGROUP INCIncreased+11K+$63.3M
PFS Partners, LLCNew Position+360+$5.0M
SIT INVESTMENT ASSOCIATES INCIncreased+249K+$3.4M
Allspring Global Investments Holdings, LLCNew Position+195K+$3.0M

VBF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GUGGENHEIM CAPITAL LLCDecreased-53K-$1.6B
RAYMOND JAMES FINANCIAL INCDecreased-64-$792.6M
ROYAL BANK OF CANADADecreased-454-$568.0M
AMERIPRISE FINANCIAL INCDecreased-752-$389.1M
Invesco Ltd.Decreased-21K-$387.7M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Decreased-11K-$179.7M
ProVise Management Group, LLCDecreased-6K-$146.0M
WealthBridge Capital Management, LLCDecreased-5K-$132.9M
UBS Group AGDecreased-2K-$58.8M
IFP Advisors, IncDecreased-2K-$41.2M
US BANCORP \DE\Closed Position-75-$1.2M
PRINCIPAL SECURITIES, INC.Closed Position-743-$11K
BANK OF AMERICA CORP /DE/Decreased-1K-$-998.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JONES FINANCIAL COMPANIES LLLP248,720$3.0B0.00%Share
21607 Capital Partners, LLC149,362$2.3B0.16%Share
3Invesco Ltd.135,802$2.1B0.00%Share
4WealthBridge Capital Management, LLC132,414$2.0B0.46%Share
5GUGGENHEIM CAPITAL LLC176,603$2.0B0.01%Share
6ProVise Management Group, LLC120,073$1.9B0.13%Share
7WOLVERINE ASSET MANAGEMENT LLC94,006$1.4B0.01%Share
8Hennion & Walsh Asset Management, Inc.76,556$1.2B0.04%Share
9BANK OF AMERICA CORP /DE/70,949$1.0B0.00%Share
10WELLS FARGO & COMPANY/MN111,957$1.0B0.00%Share
11CITIGROUP INC70,162$1.0B0.00%Share
12Fiera Capital Corp108,368$1.0B0.00%Share
13UBS Group AG50,312$775.0M0.00%Share
14MELFA WEALTH MANAGEMENT, INC.35,964$554.0M0.32%Share
15RIVERBRIDGE PARTNERS LLC30,637$472.0M0.01%Share
16OAK HARBOR WEALTH PARTNERS, LLC26,514$408.0M0.10%Share
17Ethos Financial Group, LLC22,551$347.0M0.03%Share
18Invesco Ltd.20,590$317.0M0.00%Share
19Uncommon Cents Investing LLC18,910$291.0M0.07%Share
20UHLMANN PRICE SECURITIES, LLC18,914$291.0M0.17%Share
21Shaker Financial Services, LLC10,896$167.0M0.05%Share
22LANDSCAPE CAPITAL MANAGEMENT, L.L.C.5,542$85.0M0.01%Share
23INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC4,635$71.0M0.00%Share
24LANDSCAPE CAPITAL MANAGEMENT, L.L.C.3,104$47.0M0.00%Share
25Farther Finance Advisors, LLC2,350$36.0M0.00%Share
26LANDSCAPE CAPITAL MANAGEMENT, L.L.C.2,071$31.0M0.00%Share
27COMERICA BANK1,538$23.0M0.00%Share
28UBS Group AG1,518$23.0M0.00%Share
29FIFTH THIRD BANCORP1,000$15.0M0.00%Share
30SIT INVESTMENT ASSOCIATES INC919,298$14.0M0.28%Share
31PFS Partners, LLC360$5.0M0.00%Share
32Allspring Global Investments Holdings, LLC195,123$3.0M0.00%Share
33MORGAN STANLEY204,817$3.0M0.00%Share
34Noble Wealth Management PBC1,700$26K0.01%Share
35Noble Wealth Management PBC1,700$26K0.01%Share
36Citizens National Bank Trust Department1,700$26K0.00%Share
37Princeton Global Asset Management LLC600$9K0.00%Share
38GUGGENHEIM CAPITAL LLC270$00.00%Share
39NewEdge Advisors, LLC10,600$00.00%Share
40Cape Investment Advisory, Inc.300$00.00%Share
41AMERIPRISE FINANCIAL INC23,908$00.00%Share
42COMMONWEALTH EQUITY SERVICES, LLC12,226$00.00%Share
43WELLS FARGO & COMPANY/MN49,317$00.00%Share
44Annis Gardner Whiting Capital Advisors, LLC1,015$00.00%Share
45HUNTINGTON NATIONAL BANK1$00.00%Share
46IFP Advisors, Inc500$00.00%Share
47ROYAL BANK OF CANADA35,545$00.00%Share
48PNC FINANCIAL SERVICES GROUP, INC.513$00.00%Share
49Steward Partners Investment Advisory, LLC900$00.00%Share
50StoneX Group Inc.56,797$00.00%Share

VBF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202549$23.9B+17
Q3 202532$21.0B-11
Q2 202543$25.6B-2
Q1 202545$27.7B+6
Q4 202439$27.2B+8
Q3 202431$785.1B-4
Q2 202435$34.8B+5
Q1 202430$31.9B—

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As of Q4 2025, 50 institutional investors hold VBF (INVESCO BOND FUND). The largest holder is JONES FINANCIAL COMPANIES LLLP with $3.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own VBF?

As of Q4 2025, 50 institutional investors report holding VBF (INVESCO BOND FUND) in their 13F filings.

Who is the largest institutional holder of VBF?

The largest institutional holder of VBF is JONES FINANCIAL COMPANIES LLLP with $3.0B in shares.

Is institutional ownership of VBF increasing or decreasing?

This quarter, 11 institutions opened new positions in VBF and 2 closed their positions.