Who owns VCLT
Which tracked institutional funds hold VCLT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VCLT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
96 tracked funds added or opened VCLT while 63 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VCLT’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes VCLT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VCLT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 347 tracked filers holding VCLT, 182 increased or opened the position and 160 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VCLT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 20
- Ocean Park Asset Management, LLC$39M
- Quadrature Capital Ltd$26M
- CAPITAL ADVISORS INC/OK$20M
- Boyd Wealth Management, LLC$16M
- Tidal Investments LLC$14M
- ONTARIO TEACHERS PENSION PLAN BOARD$11M
Full exits 20
- Varma Mutual Pension Insurance Co$120M
- HighTower Advisors, LLC$27M
- OLD MISSION CAPITAL LLC$25M
- CWM, LLC$18M
- Cambridge Investment Research Advisors, Inc.$17M
- Northeast Financial Group, Inc.$11M
Largest adds
- MORGAN STANLEY$263M
- CITIGROUP INC$83M
- JPMORGAN CHASE & CO$82M
- CITADEL ADVISORS LLC$54M
- NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$49M
- Gallagher Fiduciary Advisors, LLC$41M
Largest trims
- COUNTRY TRUST BANK$119M
- PNC Financial Services Group, Inc.$39M
- JANE STREET GROUP, LLC$25M
- GOLDMAN SACHS GROUP INC$16M
- STATE STREET CORP$13M
- WELLS FARGO & COMPANY/MN$10M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 19,710,947 | $1.5B | 29.7% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 3,332,943 | $251M | 5.0% | 2026-Q2 |
| Meiji Yasuda Life Insurance Co | 2,833,000 | $213M | 4.3% | 2026-Q2 |
| UBS Group AG added | 2,541,754 | $191M | 3.8% | 2026-Q2 |
| Allianz SE | 2,416,012 | $182M | 3.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,414,196 | $182M | 3.6% | 2026-Q2 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC added | 1,980,590 | $149M | 3.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,564,873 | $118M | 2.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,507,936 | $113M | 2.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,321,336 | $100M | 2.0% | 2026-Q2 |
| CITIGROUP INC added | 1,125,185 | $85M | 1.7% | 2026-Q2 |
| LPL Financial LLC added | 1,002,390 | $75M | 1.5% | 2026-Q2 |
| GDS Wealth Management added | 951,292 | $72M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 904,047 | $68M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 846,095 | $64M | 1.3% | 2026-Q2 |
| Employees' Retirement Fund of the City of Fort Worth added | 761,600 | $57M | 1.1% | 2026-Q2 |
| Davidson Capital Management Inc. added | 726,874 | $55M | 1.1% | 2026-Q2 |
| GLOBE LIFE INC. | 704,500 | $53M | 1.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 683,525 | $51M | 1.0% | 2026-Q2 |
| NYL Investors LLC added | 647,899 | $49M | 1.0% | 2026-Q2 |
| Angeles Investment Advisors, LLC trimmed | 602,320 | $45M | 0.9% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 598,717 | $45M | 0.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 571,871 | $43M | 0.9% | 2026-Q2 |
| BlackRock, Inc. | 570,850 | $43M | 0.9% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC trimmed | 561,226 | $42M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 534,848 | $40M | 0.8% | 2026-Q2 |
| Advisory Alpha, LLC added | 531,412 | $40M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 529,936 | $40M | 0.8% | 2026-Q2 |
| Ocean Park Asset Management, LLC added | 519,400 | $39M | 0.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 503,759 | $38M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 495,059 | $37M | 0.7% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 482,700 | $36M | 0.7% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC | 448,330 | $34M | 0.7% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 420,326 | $31M | 0.6% | 2026-Q2 |
| ALERUS FINANCIAL NA trimmed | 403,549 | $30M | 0.6% | 2026-Q2 |
| 1832 Asset Management L.P. added | 384,091 | $29M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 375,307 | $28M | 0.6% | 2026-Q2 |
| FIDUCIENT ADVISORS LLC added | 371,100 | $28M | 0.6% | 2026-Q2 |
| Quadrature Capital Ltd added | 342,627 | $26M | 0.5% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 335,681 | $25M | 0.5% | 2026-Q2 |
| Bramshill Investments, LLC trimmed | 303,536 | $23M | 0.5% | 2026-Q2 |
| SWAN Capital LLC added | 293,502 | $22M | 0.4% | 2026-Q2 |
| COUNTRY TRUST BANK trimmed | 275,683 | $21M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 267,014 | $20M | 0.4% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK new | 265,037 | $20M | 0.4% | 2026-Q2 |
| DOW CHEMICAL CO /DE/ trimmed | 264,221 | $20M | 0.4% | 2026-Q2 |
| Berkeley Capital Partners, LLC added | 238,015 | $18M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 226,154 | $17M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 222,799 | $17M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 222,049 | $17M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 220,058 | $17M | 0.3% | 2026-Q2 |
| Boyd Wealth Management, LLC new | 206,584 | $16M | 0.3% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 202,549 | $15M | 0.3% | 2026-Q2 |
| RFG Holdings, Inc. added | 201,796 | $15M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 201,234 | $15M | 0.3% | 2026-Q2 |
| NewEdge Wealth, LLC added | 191,908 | $14M | 0.3% | 2026-Q2 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION added | 180,653 | $14M | 0.3% | 2026-Q2 |
| Tidal Investments LLC added | 180,426 | $14M | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 179,275 | $13M | 0.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 169,000 | $13M | 0.3% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 165,774 | $12M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 160,489 | $12M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 158,190 | $12M | 0.2% | 2026-Q2 |
| Providence First Trust Co added | 154,326 | $12M | 0.2% | 2026-Q2 |
| Seven Springs Wealth Group, LLC trimmed | 152,727 | $11M | 0.2% | 2026-Q2 |
| Prospect Financial Services LLC added | 150,149 | $11M | 0.2% | 2026-Q2 |
| ONTARIO TEACHERS PENSION PLAN BOARD new | 145,740 | $11M | 0.2% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 142,287 | $11M | 0.2% | 2026-Q2 |
| CHOREO, LLC trimmed | 141,849 | $11M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 132,965 | $10M | 0.2% | 2026-Q2 |
| San Luis Wealth Advisors LLC added | 127,872 | $10M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 127,507 | $10M | 0.2% | 2026-Q2 |
| AMG National Trust Bank trimmed | 123,017 | $9M | 0.2% | 2026-Q2 |
| LeConte Wealth Management, LLC trimmed | 119,483 | $9M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 114,466 | $9M | 0.2% | 2026-Q2 |
| Sellwood Investment Partners LLC added | 112,414 | $8M | 0.2% | 2026-Q2 |
| One Wealth Map LLC added | 110,719 | $8M | 0.2% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 108,330 | $8M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 107,892 | $8M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 107,283 | $8M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC new | 104,536 | $8M | 0.2% | 2026-Q2 |
| Lighthouse Financial LLC trimmed | 96,703 | $7M | 0.1% | 2026-Q2 |
| Antonelli Financial Advisors, LLC trimmed | 96,194 | $7M | 0.1% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 95,304 | $7M | 0.1% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. added | 92,236 | $7M | 0.1% | 2026-Q2 |
| RHL GROUP, LLC trimmed | 92,132 | $7M | 0.1% | 2026-Q2 |
| &PARTNERS added | 91,828 | $7M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 90,868 | $7M | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 90,813 | $7M | 0.1% | 2026-Q2 |
| Marion Wealth Management added | 88,051 | $7M | 0.1% | 2026-Q2 |
| Rakuten Investment Management, Inc. trimmed | 85,166 | $6M | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC trimmed | 85,111 | $6M | 0.1% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 84,549 | $6M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 80,292 | $6M | 0.1% | 2026-Q2 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO trimmed | 79,500 | $6M | 0.1% | 2026-Q2 |
| McMill Wealth Management trimmed | 79,437 | $7M | 0.1% | 2026-Q2 |
| Mechanics Bank Trust Department added | 75,544 | $6M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 75,249 | $6M | 0.1% | 2026-Q2 |
| NewSquare Capital LLC added | 68,692 | $5M | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 68,569 | $5M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.