I do remember seeing a list of VANs somewhere in relation to the license conversion process, it was quite a long list.
And unfortunately, from what I gather, since the ECA was promulgated you aren't able to get a VANs license anymore...
And yeah, if a VANs can't afford to lay its on cables then it will have to purchase longhaul bandwidth from the incumbents, although conceivably VANs could pool resources to build a shared network I reckon...