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Institutional Ownership · SEC Form 13F

Who owns VCLT (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

347
Institutional holders
126,868,818
Shares held (tracked funds)

How the tape is positioned

89 tracked funds added or opened VCLT while 91 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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, PRUDENTIAL PLC, sizes it at 18.0% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 17.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

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 2025-Q4 and 2026-Q1, across 347 tracked filers holding VCLT, 196 increased or opened the position and 165 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 2025-Q4 and 2026-Q1 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 22

  • BNP PARIBAS FINANCIAL MARKETS$112M
  • OLD MISSION CAPITAL LLC$25M
  • NICOLET BANKSHARES INC$15M
  • RFG Holdings, Inc.$14M
  • Seven Springs Wealth Group, LLC$12M
  • CHOREO, LLC$11M

Full exits 26

  • Diana Davis Spencer Foundation$35M
  • MIdWestOne Financial Group, Inc.$16M
  • Estate Counselors, LLC$11M
  • Passumpsic Savings Bank$10M
  • NewEdge Advisors, LLC$9M
  • HRT FINANCIAL LP$7M

Largest adds

  • MORGAN STANLEY$668M
  • UBS Group AG$115M
  • PNC FINANCIAL SERVICES GROUP, INC.$38M
  • STATE STREET CORP$35M
  • JANE STREET GROUP, LLC$30M
  • Davidson Capital Management Inc.$21M

Largest trims

  • Gallagher Fiduciary Advisors, LLC$63M
  • Jefferies Financial Group Inc.$41M
  • JPMORGAN CHASE & CO$30M
  • BANK OF AMERICA CORP /DE/$20M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$19M
  • BARCLAYS PLC$17M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added16,328,911$1.2B15.0%2026-Q1
State of Tennessee, Department of Treasury added3,152,697$236M2.9%2026-Q1
Meiji Yasuda Life Insurance Co2,833,000$212M2.6%2026-Q1
Allianz SE2,416,012$181M2.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed2,413,529$180M2.2%2026-Q1
UBS Group AG added2,407,338$180M2.2%2026-Q1
COUNTRY TRUST BANK1,868,793$140M1.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,709,153$128M1.6%2026-Q1
Varma Mutual Pension Insurance Co1,600,000$120M1.5%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added1,501,253$112M1.4%2026-Q1
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC added1,335,590$100M1.2%2026-Q1
ROYAL BANK OF CANADA added852,628$64M0.8%2026-Q1
GDS Wealth Management added834,243$62M0.8%2026-Q1
LPL Financial LLC added818,695$61M0.8%2026-Q1
STATE STREET CORP added751,858$56M0.7%2026-Q1
Angeles Investment Advisors, LLC712,400$53M0.7%2026-Q1
Davidson Capital Management Inc. added706,011$53M0.6%2026-Q1
GLOBE LIFE INC.704,500$53M0.6%2026-Q1
ALLIANCEBERNSTEIN L.P. added674,116$51M0.6%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added681,612$51M0.6%2026-Q1
NYL Investors LLC added643,022$48M0.6%2026-Q1
Sanctuary Advisors, LLC added594,398$44M0.5%2026-Q1
BlackRock, Inc.570,850$43M0.5%2026-Q1
JANE STREET GROUP, LLC added555,938$42M0.5%2026-Q1
Advisory Alpha, LLC trimmed527,959$39M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed526,351$39M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added508,800$38M0.5%2026-Q1
BENJAMIN EDWARDS INC added507,413$38M0.5%2026-Q1
Allspring Global Investments Holdings, LLC trimmed506,872$38M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added504,278$38M0.5%2026-Q1
Employees' Retirement Fund of the City of Fort Worth461,600$34M0.4%2026-Q1
CASTLEARK MANAGEMENT LLC added448,330$33M0.4%2026-Q1
ALERUS FINANCIAL NA added408,354$31M0.4%2026-Q1
1832 Asset Management L.P. added372,629$28M0.3%2026-Q1
HighTower Advisors, LLC added365,792$27M0.3%2026-Q1
Insight Wealth Strategies, LLC trimmed361,651$27M0.3%2026-Q1
FIDUCIENT ADVISORS LLC353,323$26M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added348,245$26M0.3%2026-Q1
DOW CHEMICAL CO /DE/ trimmed335,912$25M0.3%2026-Q1
OLD MISSION CAPITAL LLC added335,010$25M0.3%2026-Q1
Mirae Asset Global Investments Co., Ltd. added324,099$24M0.3%2026-Q1
Bramshill Investments, LLC trimmed313,863$23M0.3%2026-Q1
SWAN Capital LLC trimmed277,982$21M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed275,799$21M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added268,180$20M0.2%2026-Q1
SEI INVESTMENTS CO added246,292$18M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed241,464$18M0.2%2026-Q1
CWM, LLC added235,808$18M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed233,178$17M0.2%2026-Q1
Cetera Investment Advisers added224,815$17M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed224,641$17M0.2%2026-Q1
Berkeley Capital Partners, LLC added222,404$17M0.2%2026-Q1
NICOLET BANKSHARES INC new207,377$15M0.2%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added188,756$14M0.2%2026-Q1
NewEdge Wealth, LLC added186,198$14M0.2%2026-Q1
RFG Holdings, Inc. new181,784$14M0.2%2026-Q1
Rakuten Investment Management, Inc. added174,090$14M0.2%2026-Q1
UNITED SERVICES AUTOMOBILE ASSOCIATION trimmed176,839$13M0.2%2026-Q1
GUGGENHEIM CAPITAL LLC added173,899$13M0.2%2026-Q1
RHL GROUP, LLC added164,873$12M0.2%2026-Q1
NISA INVESTMENT ADVISORS, LLC trimmed163,707$12M0.2%2026-Q1
Seven Springs Wealth Group, LLC new157,178$12M0.1%2026-Q1
AMG National Trust Bank trimmed154,420$12M0.1%2026-Q1
CHOREO, LLC new146,447$11M0.1%2026-Q1
Northeast Financial Group, Inc. trimmed143,713$11M0.1%2026-Q1
Providence First Trust Co trimmed137,746$10M0.1%2026-Q1
Cordoba Advisory Partners LLC added135,525$10M0.1%2026-Q1
Janney Montgomery Scott LLC trimmed130,602$10M0.1%2026-Q1
Thrivent Financial for Lutherans added128,244$10M0.1%2026-Q1
Prospect Financial Services LLC trimmed126,645$9M0.1%2026-Q1
CITADEL ADVISORS LLC trimmed123,997$9M0.1%2026-Q1
LeConte Wealth Management, LLC trimmed120,811$9M0.1%2026-Q1
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO added120,000$9M0.1%2026-Q1
Revisor Wealth Management LLC trimmed119,524$9M0.1%2026-Q1
San Luis Wealth Advisors LLC added114,478$9M0.1%2026-Q1
Lighthouse Financial LLC added109,138$8M0.1%2026-Q1
JONES FINANCIAL COMPANIES LLLP added110,517$8M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added107,570$8M0.1%2026-Q1
Sellwood Investment Partners LLC added105,314$8M0.1%2026-Q1
TRUIST FINANCIAL CORP trimmed103,930$8M0.1%2026-Q1
Marmo Financial Group, LLC trimmed103,011$8M0.1%2026-Q1
WEBSTERROGERS FINANCIAL ADVISORS, LLC added101,775$8M0.1%2026-Q1
One Wealth Map LLC trimmed101,681$8M0.1%2026-Q1
MONETA GROUP INVESTMENT ADVISORS LLC added100,309$7M0.1%2026-Q1
PRUDENTIAL PLC trimmed40,444,804$3.1B37.7%2025-Q2 stale
Allianz Investment Management U.S. LLC2,416,012$188M2.3%2025-Q3 stale
MILLENNIUM MANAGEMENT LLC added1,212,092$94M1.2%2025-Q3 stale
Capitolis Liquid Global Markets LLC new670,500$51M0.6%2025-Q2 stale
Diana Davis Spencer Foundation461,000$35M0.4%2025-Q4 stale
Ocean Park Asset Management, LLC trimmed342,600$27M0.3%2025-Q3 stale
GREENLEAF TRUST new236,753$18M0.2%2025-Q3 stale
MIdWestOne Financial Group, Inc. trimmed208,197$16M0.2%2025-Q4 stale
TORONTO DOMINION BANK new200,000$15M0.2%2025-Q2 stale
Estate Counselors, LLC added141,405$11M0.1%2025-Q4 stale
Passumpsic Savings Bank added133,951$10M0.1%2025-Q4 stale
NewEdge Advisors, LLC trimmed119,597$9M0.1%2025-Q4 stale
FLOW TRADERS U.S. LLC added114,725$9M0.1%2025-Q1 stale
PEAPACK GLADSTONE FINANCIAL CORP new108,350$8M0.1%2025-Q1 stale
MUFG SECURITIES AMERICAS INC. new100,000$8M0.1%2025-Q1 stale
Aveo Capital Partners, LLC added101,766$8M0.1%2025-Q1 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership