VIRTUS NWFLT SECR INC ETF-UI (VABS) Institutional Shareholders
VIRTUS NWFLT SECR INC ETF-UI (VABS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $106.90M in VABS holdings during the latest filing period.
Virtus Fixed Income Advisers, Llc is currently the largest disclosed institutional shareholder of VABS tracked by InsiderSet, reporting ownership valued at approximately $96.98M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $95.80M, representing an estimated loss of -1.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VABS value among the investors covered in this analysis. Major shareholders include Virtus Fixed Income Advisers, Llc, Stapp Wealth Management, Pllc, Pfg Advisors, and several other long-term asset managers with concentrated positions in VIRTUS NWFLT SECR INC ETF-UI (VABS).
This page ranks the largest institutional VABS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$106.90M
Largest Holder
Virtus Fixed Income Advisers, Llc
Largest Position
$96.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Virtus Fixed Income Advisers, Llc | 61.23% | 4,012,617 | $96,984,953 | $95,801,231 | -$1,183,722 | -1.22% | |
| Stapp Wealth Management, Pllc | 2.96% | 93,701 | $2,264,764 | $2,237,111 | -$27,653 | -1.22% | |
| Pfg Advisors | 0.09% | 72,810 | $1,759,807 | $1,738,339 | -$21,468 | -1.22% | |
| Goldman Sachs Group Inc | 0.00% | 47,594 | $1,150,347 | $1,136,307 | -$14,040 | -1.22% | |
| Vestgen Advisors, Llc | 0.03% | 39,898 | $964,327 | $952,565 | -$11,762 | -1.22% | |
| Retirement Planning Group, Llc | 0.02% | 37,142 | $897,722 | $886,765 | -$10,957 | -1.22% | |
| Envestnet Asset Management Inc | 0.00% | 36,735 | $887,885 | $877,048 | -$10,837 | -1.22% | |
| &Partners | 0.00% | 31,349 | $757,705 | $748,457 | -$9,248 | -1.22% | |
| Jpmorgan Chase & Co | 0.00% | 25,066 | $606,347 | $598,451 | -$7,896 | -1.30% | |
| Aaron Wealth Advisors Llc | 0.02% | 18,295 | $442,190 | $436,793 | -$5,397 | -1.22% | |
| Creative Financial Designs Inc | 0.01% | 6,567 | $158,724 | $156,787 | -$1,937 | -1.22% | |
| Virtus Advisers, Llc | 0.01% | 564 | $13,632 | $13,466 | -$167 | -1.22% | |
| Osaic Holdings, Inc. | 0.00% | 393 | $9,502 | $9,383 | -$119 | -1.25% | |
| Fmr Llc | 0.00% | 1 | $24 | $24 | -$0 | -0.52% |
Frequently asked questions about VABS
Who owns the most VABS stock?
The largest holders of VABS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VIRTUS NWFLT SECR INC ETF-UI (VABS).
Is VABS widely held by superinvestors?
Many widely followed stocks like VABS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VABS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.