VIRTUS NWFLT SECR INC ETF-UI (VABS) Institutional Ownership Changes & 13F Activity
VIRTUS NWFLT SECR INC ETF-UI (VABS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Virtus Fixed Income Advisers, Llc, Retirement Planning Group, Llc, Hightower Advisors, Llc, Jpmorgan Chase & Co, and Vestgen Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +8,157 | +28.5% | 36,735 | $887.88K | Q2 2026 | Sep 23, 2026 |
| &Partners | Buy | +8,686 | +38.3% | 31,349 | $757.71K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +259 | +193.3% | 393 | $9.50K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -200 | -0.4% | 47,594 | $1.15M | Q2 2026 | Aug 14, 2026 |
| Virtus Fixed Income Advisers, Llc | Buy | +1,332,021 | +49.7% | 4,012,617 | $96.98M | Q2 2026 | Aug 13, 2026 |
| Fmr Llc | Buy | +1 | — | 1 | $24.00 | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +25,066 | — | 25,066 | $606.35K | Q2 2026 | Aug 12, 2026 |
| Vestgen Advisors, Llc | Buy | +10,988 | +38.0% | 39,898 | $964.33K | Q2 2026 | Aug 11, 2026 |
| Virtus Advisers, Llc | Buy | +205 | +57.1% | 564 | $13.63K | Q2 2026 | Aug 11, 2026 |
| Retirement Planning Group, Llc | Buy | +37,142 | — | 37,142 | $897.72K | Q2 2026 | Aug 05, 2026 |
| Stapp Wealth Management, Pllc | Buy | +1,124 | +1.2% | 93,701 | $2.26M | Q2 2026 | Jul 22, 2026 |
| Pfg Advisors | Buy | +10,055 | +16.0% | 72,810 | $1.76M | Q2 2026 | Jul 16, 2026 |
| Hightower Advisors, Llc | Sell | -35,999 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about VABS activity
Which institutional owners are buying VABS?
Institutional owners buying VABS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in VABS activity?
"Buy" means an investor increased their reported position in VABS compared to the prior reporting period. This reflects growing exposure to VIRTUS NWFLT SECR INC ETF-UI (VABS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in VABS increasing?
Institutional interest in VABS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.