VBF Institutional Ownership & Shareholders
INVESCO BOND FUND (VBF) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $70.08M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sit Investment Associates Inc is currently the largest disclosed institutional shareholder of VBF tracked by InsiderSet, reporting ownership valued at approximately $20.68M 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 $19.97M, representing an estimated loss of -3.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed VBF value among the investors covered in this analysis. Major shareholders include Sit Investment Associates Inc, Allspring Global Investments Holdings, Llc, Jones Financial Companies Lllp, and several other long-term asset managers with concentrated positions in INVESCO BOND FUND (VBF).
This page ranks the largest institutional VBF 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
49
Total Reported Value
$70.08M
Largest Holder
Sit Investment Associates Inc
Largest Position
$20.68M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sit Investment Associates Inc | 0.39% | 1,363,869 | $20,676,000 | $19,967,042 | -$708,958 | -3.43% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 397,718 | $6,029,405 | $5,822,592 | -$206,813 | -3.43% | |
| Jones Financial Companies Lllp | 0.00% | 382,749 | $5,779,515 | $5,603,445 | -$176,070 | -3.05% | |
| 1607 Capital Partners, Llc | 0.48% | 362,779 | $5,499,730 | $5,311,085 | -$188,645 | -3.43% | |
| Guggenheim Capital Llc | 0.02% | 210,308 | $3,188,269 | $3,078,909 | -$109,360 | -3.43% | |
| Morgan Stanley | 0.00% | 173,161 | $2,625,124 | $2,535,077 | -$90,047 | -3.43% | |
| Legacy Financial Independent Advisors Llc | 1.23% | 175,115 | $2,483,131 | $2,563,684 | +$80,553 | +3.24% | |
| Wells Fargo & Company/Mn | 0.00% | 158,075 | $2,396,416 | $2,314,218 | -$82,198 | -3.43% | |
| Karpus Management, Inc. | 0.06% | 139,624 | $2,116,700 | $2,044,095 | -$72,605 | -3.43% | |
| Invesco Ltd. | 0.00% | 137,606 | $2,086,107 | $2,014,552 | -$71,555 | -3.43% | |
| Provise Management Group, Llc | 0.12% | 114,900 | $1,723,500 | $1,682,136 | -$41,364 | -2.40% | |
| Wealthbridge Capital Management, Llc | 0.32% | 114,856 | $1,628,660 | $1,681,492 | +$52,832 | +3.24% | |
| Fiera Capital Corp | 0.01% | 106,929 | $1,621,044 | $1,565,441 | -$55,603 | -3.43% | |
| Raymond James Financial Inc | 0.00% | 95,263 | $1,444,188 | $1,394,650 | -$49,538 | -3.43% | |
| Hara Capital Llc | 0.63% | 92,203 | $1,307,439 | $1,349,852 | +$42,413 | +3.24% | |
| Kestra Advisory Services, Llc | 0.00% | 90,813 | $1,287,728 | $1,329,502 | +$41,774 | +3.24% | |
| Bank Of America Corp | 0.00% | 67,483 | $1,023,036 | $987,951 | -$35,085 | -3.43% | |
| Lpl Financial Llc | 0.00% | 58,763 | $890,847 | $860,290 | -$30,557 | -3.43% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 47,330 | $671,139 | $692,911 | +$21,772 | +3.24% | |
| Melfa Wealth Management, Inc. | 0.29% | 35,964 | $545,219 | $526,513 | -$18,706 | -3.43% | |
| Royal Bank Of Canada | 0.00% | 35,422 | $537,000 | $518,578 | -$18,422 | -3.43% | |
| Riverbridge Partners Llc | 0.01% | 32,766 | $496,727 | $479,694 | -$17,033 | -3.43% | |
| Uncommon Cents Investing Llc | 0.09% | 29,560 | $419,161 | $432,758 | +$13,597 | +3.24% | |
| Uhlmann Price Securities, Llc | 0.02% | 27,079 | $410,552 | $396,437 | -$14,115 | -3.44% | |
| Petra Financial Advisors Inc | 0.19% | 26,685 | $404,545 | $390,668 | -$13,877 | -3.43% | |
| Osaic Holdings, Inc. | 0.00% | 23,392 | $354,610 | $342,459 | -$12,151 | -3.43% | |
| Ubs Group Ag | 0.00% | 23,021 | $348,998 | $337,027 | -$11,971 | -3.43% | |
| Ameriprise Financial Inc | 0.00% | 22,933 | $347,661 | $335,739 | -$11,922 | -3.43% | |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | 22,545 | $317,664 | $330,059 | +$12,395 | +3.90% | |
| Ethos Financial Group, Llc | 0.02% | 17,915 | $271,591 | $262,276 | -$9,315 | -3.43% | |
| Mutual Advisors, Llc | 0.00% | 13,725 | $208,071 | $200,934 | -$7,137 | -3.43% | |
| Stonex Group Inc. | 0.01% | 13,678 | $206,130 | $200,246 | -$5,884 | -2.85% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,387 | $204,010 | $210,626 | +$6,616 | +3.24% | |
| Citadel Advisors Llc | 0.00% | 12,920 | $195,867 | $189,149 | -$6,718 | -3.43% | |
| Janney Montgomery Scott Llc | 0.00% | 10,624 | $161,000 | $155,535 | -$5,465 | -3.39% | |
| Fifth Third Bancorp | 0.00% | 2,538 | $38,476 | $37,156 | -$1,320 | -3.43% | |
| Noble Wealth Management Pbc | 0.02% | 2,670 | $37,861 | $39,089 | +$1,228 | +3.24% | |
| Farther Finance Advisors, Llc | 0.00% | 2,350 | $33,323 | $34,404 | +$1,081 | +3.24% | |
| Citizens National Bank Trust Department | 0.00% | 1,150 | $17,434 | $16,836 | -$598 | -3.43% | |
| Institute For Wealth Management, Llc. | 0.00% | 750 | $11,370 | $10,980 | -$390 | -3.43% | |
| Hantz Financial Services, Inc. | 0.00% | 666 | $10,000 | $9,750 | -$250 | -2.50% | |
| Pnc Financial Services Group, Inc. | 0.00% | 513 | $7,775 | $7,510 | -$265 | -3.40% | |
| Pfs Partners, Llc | 0.00% | 360 | $5,108 | $5,270 | +$162 | +3.18% | |
| Cape Investment Advisory, Inc. | 0.00% | 300 | $4,254 | $4,392 | +$138 | +3.24% | |
| Princeton Global Asset Management Llc | 0.00% | 285 | $4,041 | $4,172 | +$131 | +3.25% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 100 | $1,516 | $1,464 | -$52 | -3.43% | |
| Mather Group, Llc. | 0.00% | 100 | $1,418 | $1,464 | +$46 | +3.24% | |
| Jfs Wealth Advisors, Llc | 0.00% | 54 | $819 | $791 | -$28 | -3.47% | |
| Huntington National Bank | 0.00% | 1 | $15 | $15 | -$0 | -2.40% |
Frequently asked questions about VBF
Who are the largest institutional holders of VBF?
The largest institutional holders of VBF reported in the latest SEC Form 13F filings include Sit Investment Associates Inc, Allspring Global Investments Holdings, Llc, Jones Financial Companies Lllp, 1607 Capital Partners, Llc, and Guggenheim Capital Llc. InsiderSet ranks institutional holders by their latest reported VBF position.
What is VBF institutional ownership?
This page tracks VBF positions reported by institutional investment managers through SEC Form 13F. INVESCO BOND FUND (VBF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VBF?
InsiderSet currently tracks 49 institutional managers reporting VBF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of VBF shareholders.
How much VBF stock do institutions own?
Institutional investment managers disclosed approximately $70.08M in VBF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VBF institutional ownership last updated?
The latest VBF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional VBF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its VBF position after the reporting date.
Are institutions buying or selling VBF?
Institutional buying and selling can be analyzed by comparing VBF positions across consecutive 13F reporting periods. InsiderSet's VBF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VBF ownership changes.
How has VBF institutional ownership changed over time?
InsiderSet tracks VBF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.