INVESCO BOND FUND (VBF) Institutional Shareholders
INVESCO BOND FUND (VBF) 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 $46.75M in VBF holdings during the latest filing period.
1607 Capital Partners, Llc is currently the largest disclosed institutional shareholder of VBF tracked by InsiderSet, reporting ownership valued at approximately $5.47M in its March 31, 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 $5.35M, representing an estimated loss of -2.13% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 68% of the total disclosed VBF value among the investors covered in this analysis. Major shareholders include 1607 Capital Partners, Llc, 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
50
Total Reported Value
$46.75M
Largest Holder
1607 Capital Partners, Llc
Largest Position
$5.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, Llc | 0.39% | 364,560 | $5,468,400 | $5,351,741 | -$116,659 | -2.13% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 294,626 | $4,419,390 | $4,325,110 | -$94,280 | -2.13% | |
| Jones Financial Companies Lllp | 0.00% | 280,904 | $4,160,184 | $4,123,671 | -$36,513 | -0.88% | |
| Morgan Stanley | 0.00% | 206,790 | $3,101,857 | $3,035,677 | -$66,180 | -2.13% | |
| Guggenheim Capital Llc | 0.02% | 203,104 | $3,046,560 | $2,981,567 | -$64,993 | -2.13% | |
| Legacy Financial Independent Advisors Llc | 1.49% | 190,361 | $2,855,415 | $2,794,499 | -$60,916 | -2.13% | |
| Wells Fargo & Company/Mn | 0.00% | 155,602 | $2,334,031 | $2,284,237 | -$49,794 | -2.13% | |
| Invesco Ltd. | 0.00% | 153,140 | $2,297,100 | $2,248,095 | -$49,005 | -2.13% | |
| Wolverine Asset Management Llc | 0.03% | 139,892 | $2,098,380 | $2,053,615 | -$44,765 | -2.13% | |
| Wealthbridge Capital Management, Llc | 0.38% | 125,586 | $1,903,881 | $1,843,602 | -$60,279 | -3.17% | |
| Provise Management Group, Llc | 0.12% | 114,900 | $1,723,500 | $1,686,732 | -$36,768 | -2.13% | |
| Fiera Capital Corp | 0.01% | 103,739 | $1,556,085 | $1,522,889 | -$33,196 | -2.13% | |
| Karpus Management, Inc. | 0.03% | 72,031 | $1,080,465 | $1,057,415 | -$23,050 | -2.13% | |
| Citigroup Inc | 0.00% | 70,960 | $1,064,400 | $1,041,693 | -$22,707 | -2.13% | |
| Bank Of America Corp | 0.00% | 68,133 | $1,021,991 | $1,000,192 | -$21,799 | -2.13% | |
| Raymond James Financial Inc | 0.00% | 66,015 | $990,220 | $969,100 | -$21,120 | -2.13% | |
| Lpl Financial Llc | 0.00% | 62,265 | $933,968 | $914,050 | -$19,918 | -2.13% | |
| Hennion & Walsh Asset Management, Inc. | 0.02% | 48,236 | $731,258 | $708,104 | -$23,154 | -3.17% | |
| Hara Capital Llc | 0.29% | 38,853 | $582,795 | $570,362 | -$12,433 | -2.13% | |
| Royal Bank Of Canada | 0.00% | 37,903 | $569,000 | $556,416 | -$12,584 | -2.21% | |
| Melfa Wealth Management, Inc. | 0.29% | 35,964 | $545,219 | $527,952 | -$17,267 | -3.17% | |
| Riverbridge Partners Llc | 0.01% | 32,766 | $496,727 | $481,005 | -$15,722 | -3.17% | |
| Uncommon Cents Investing Llc | 0.10% | 30,360 | $460,258 | $445,685 | -$14,573 | -3.17% | |
| Uhlmann Price Securities, Llc | 0.02% | 27,079 | $410,552 | $397,520 | -$13,032 | -3.17% | |
| Petra Financial Advisors Inc | 0.19% | 26,685 | $404,545 | $391,736 | -$12,809 | -3.17% | |
| Cordgrass Capital Advisors, Llc | 0.09% | 25,537 | $383,055 | $374,883 | -$8,172 | -2.13% | |
| Ubs Group Ag | 0.00% | 25,500 | $382,500 | $374,340 | -$8,160 | -2.13% | |
| Osaic Holdings, Inc. | 0.00% | 23,392 | $350,880 | $343,395 | -$7,485 | -2.13% | |
| Ethos Financial Group, Llc | 0.03% | 22,551 | $347,511 | $331,049 | -$16,462 | -4.74% | |
| Ameriprise Financial Inc | 0.00% | 20,223 | $303,351 | $296,874 | -$6,477 | -2.14% | |
| Mutual Advisors, Llc | 0.00% | 13,725 | $205,875 | $201,483 | -$4,392 | -2.13% | |
| Commonwealth Equity Services, Llc | 0.00% | 12,242 | $183,630 | $179,713 | -$3,917 | -2.13% | |
| International Assets Investment Management, Llc | 0.00% | 4,635 | $69,896 | $68,042 | -$1,854 | -2.65% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,032 | $60,478 | $59,190 | -$1,288 | -2.13% | |
| Noble Wealth Management Pbc | 0.02% | 2,670 | $40,477 | $39,196 | -$1,281 | -3.17% | |
| Fifth Third Bancorp | 0.00% | 2,538 | $38,070 | $37,258 | -$812 | -2.13% | |
| Farther Finance Advisors, Llc | 0.00% | 2,350 | $35,626 | $34,498 | -$1,128 | -3.17% | |
| Mai Capital Management | 0.00% | 1,354 | $20,310 | $19,877 | -$433 | -2.13% | |
| Citizens National Bank Trust Department | 0.00% | 1,150 | $17,434 | $16,882 | -$552 | -3.17% | |
| Sit Investment Associates Inc | 0.33% | 1,069,082 | $16,036 | $15,694,124 | +$15,678,088 | +97768.07% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 900 | $13,500 | $13,212 | -$288 | -2.13% | |
| Annis Gardner Whiting Capital Advisors, Llc | 0.00% | 455 | $6,825 | $6,679 | -$146 | -2.13% | |
| Pfs Partners, Llc | 0.00% | 360 | $5,461 | $5,285 | -$176 | -3.23% | |
| Cape Investment Advisory, Inc. | 0.00% | 300 | $4,548 | $4,404 | -$144 | -3.17% | |
| Princeton Global Asset Management Llc | 0.00% | 285 | $4,321 | $4,184 | -$137 | -3.18% | |
| Mather Group, Llc. | 0.00% | 100 | $1,500 | $1,468 | -$32 | -2.13% | |
| Jfs Wealth Advisors, Llc | 0.00% | 54 | $819 | $793 | -$26 | -3.21% | |
| Janney Montgomery Scott Llc | 0.00% | 20,044 | $301 | $294,246 | +$293,945 | +97656.12% | |
| Huntington National Bank | 0.00% | 1 | $15 | $15 | -$0 | -2.13% | |
| Hantz Financial Services, Inc. | 0.00% | 666 | $10 | $9,777 | +$9,767 | +97668.80% |
Frequently asked questions about VBF
Who owns the most VBF stock?
The largest holders of VBF 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 INVESCO BOND FUND (VBF).
Is VBF widely held by superinvestors?
Many widely followed stocks like VBF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly VBF 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.