Who owns VCSH (VCSH)
Which tracked institutional funds hold VCSH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VCSH 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.
How the tape is positioned
401 tracked funds added or opened VCSH while 189 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
VCSH’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.2pp gap the other way — the median holder sizes VCSH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VCSH 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 1460 tracked filers holding VCSH, 844 increased or opened the position and 545 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 VCSH 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 56
- ALLSTATE CORP$1.0B
- Allspring Global Investments Holdings, LLC$117M
- RW Investment Management LLC$101M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$51M
- Beacon Capital Management, Inc.$44M
- PECAUT & CO.$25M
Full exits 51
- Janney Montgomery Scott LLC$167M
- Trans-Canada Capital Inc.$48M
- John A. Wolfe & Associates, Inc.$43M
- McCarthy Asset Management, Inc.$27M
- CIBC Private Wealth Group LLC$23M
- MARYLAND CAPITAL ADVISORS INC.$22M
Largest adds
- BANK OF AMERICA CORP /DE/$314M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$193M
- GOLDMAN SACHS GROUP INC$114M
- WELLS FARGO & COMPANY/MN$94M
- MORGAN STANLEY$68M
- BARCLAYS PLC$49M
Largest trims
- AXXCESS WEALTH MANAGEMENT, LLC$47M
- PRUDENTIAL PLC$44M
- BlueSky Wealth Advisors, LLC$31M
- Tower Research Capital LLC (TRC)$26M
- HRT FINANCIAL LP$24M
- EP Wealth Advisors, LLC$21M
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 75,626,302 | $6.0B | 27.1% | 2026-Q1 |
| MORGAN STANLEY added | 20,394,182 | $1.6B | 7.3% | 2026-Q1 |
| PRUDENTIAL PLC trimmed | 13,006,934 | $1.0B | 4.7% | 2026-Q1 |
| ALLSTATE CORP new | 12,616,300 | $1.0B | 4.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 7,530,582 | $597M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,395,550 | $586M | 2.6% | 2026-Q1 |
| NEPC LLC added | 6,065,567 | $481M | 2.2% | 2026-Q1 |
| UBS Group AG added | 5,907,209 | $468M | 2.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,266,555 | $417M | 1.9% | 2026-Q1 |
| BARINGS LLC | 5,108,527 | $405M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,742,634 | $376M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,870,519 | $307M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 3,801,473 | $301M | 1.4% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 3,675,562 | $291M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 3,325,119 | $264M | 1.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 3,045,542 | $241M | 1.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 2,960,848 | $235M | 1.1% | 2026-Q1 |
| MATHER GROUP, LLC. added | 2,834,392 | $225M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,790,868 | $222M | 1.0% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 2,738,923 | $217M | 1.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,442,893 | $194M | 0.9% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 2,195,726 | $173M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC added | 2,171,325 | $172M | 0.8% | 2026-Q1 |
| Cerity Partners LLC added | 1,790,600 | $142M | 0.6% | 2026-Q1 |
| South Dakota Investment Council added | 1,785,348 | $142M | 0.6% | 2026-Q1 |
| Focus Partners Wealth added | 1,744,661 | $138M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,722,881 | $137M | 0.6% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 1,472,895 | $117M | 0.5% | 2026-Q1 |
| WestEnd Advisors, LLC added | 1,456,549 | $115M | 0.5% | 2026-Q1 |
| Strategic Financial Services, Inc. added | 1,451,149 | $115M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,390,126 | $110M | 0.5% | 2026-Q1 |
| MAI Capital Management added | 1,384,362 | $110M | 0.5% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 1,372,055 | $108M | 0.5% | 2026-Q1 |
| Creative Planning added | 1,325,250 | $105M | 0.5% | 2026-Q1 |
| Steele Capital Management, Inc. added | 1,296,479 | $103M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,294,527 | $102M | 0.5% | 2026-Q1 |
| RW Investment Management LLC added | 1,274,824 | $101M | 0.5% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. added | 1,260,594 | $100M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 1,250,001 | $99M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,203,185 | $95M | 0.4% | 2026-Q1 |
| CWM, LLC added | 1,121,300 | $89M | 0.4% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 1,076,143 | $85M | 0.4% | 2026-Q1 |
| Busey Bank added | 1,067,723 | $85M | 0.4% | 2026-Q1 |
| First Financial Bankshares Inc added | 1,050,454 | $83M | 0.4% | 2026-Q1 |
| Hilton Capital Management, LLC added | 1,044,395 | $83M | 0.4% | 2026-Q1 |
| Stonebridge Capital Advisors LLC added | 1,006,697 | $80M | 0.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 970,506 | $77M | 0.3% | 2026-Q1 |
| Smithfield Trust Co added | 960,551 | $76M | 0.3% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 954,549 | $76M | 0.3% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC added | 947,321 | $75M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 943,634 | $75M | 0.3% | 2026-Q1 |
| Rockbridge Investment Management, LCC added | 940,481 | $75M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 907,202 | $72M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 894,451 | $71M | 0.3% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 882,235 | $70M | 0.3% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 924,881 | $69M | 0.3% | 2026-Q1 |
| Lutz Financial Services LLC added | 861,445 | $68M | 0.3% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 860,315 | $68M | 0.3% | 2026-Q1 |
| Quantum Financial Planning Services, Inc. added | 855,072 | $68M | 0.3% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 846,634 | $67M | 0.3% | 2026-Q1 |
| DAVENPORT & Co LLC added | 843,308 | $67M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 833,855 | $66M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 799,474 | $63M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 777,684 | $62M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 772,801 | $61M | 0.3% | 2026-Q1 |
| Resonant Capital Advisors, LLC trimmed | 769,710 | $61M | 0.3% | 2026-Q1 |
| North Star Investment Management Corp. added | 739,077 | $59M | 0.3% | 2026-Q1 |
| Liquid Strategies, LLC added | 729,360 | $58M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 705,675 | $56M | 0.3% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC trimmed | 704,350 | $56M | 0.3% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 694,996 | $55M | 0.2% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 685,785 | $54M | 0.2% | 2026-Q1 |
| Capital Investment Services of America, Inc. added | 678,330 | $54M | 0.2% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 644,100 | $51M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 642,411 | $51M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 632,894 | $50M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 626,996 | $50M | 0.2% | 2026-Q1 |
| Johnson Bixby & Associates, LLC added | 593,452 | $47M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 588,766 | $47M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC trimmed | 585,773 | $46M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 579,894 | $46M | 0.2% | 2026-Q1 |
| PROFFITT & GOODSON INC trimmed | 573,702 | $45M | 0.2% | 2026-Q1 |
| BCK Partners, Inc. added | 570,255 | $45M | 0.2% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP added | 559,719 | $44M | 0.2% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 555,117 | $44M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 548,106 | $43M | 0.2% | 2026-Q1 |
| Eaton-Cambridge Inc. trimmed | 547,927 | $43M | 0.2% | 2026-Q1 |
| Marks Wealth, LLC added | 547,376 | $43M | 0.2% | 2026-Q1 |
| AMI INVESTMENT MANAGEMENT INC added | 544,670 | $43M | 0.2% | 2026-Q1 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN trimmed | 519,925 | $41M | 0.2% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI | 512,721 | $41M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 6,241,037 | $499M | 2.3% | 2025-Q3 stale |
| III Capital Management new | 2,160,000 | $172M | 0.8% | 2025-Q2 stale |
| Janney Montgomery Scott LLC added | 2,100,506 | $167M | 0.8% | 2025-Q4 stale |
| Japan Science & Technology Agency trimmed | 2,070,000 | $165M | 0.7% | 2025-Q2 stale |
| Rappaport Reiches Capital Management, LLC added | 891,338 | $70M | 0.3% | 2025-Q1 stale |
| American Family Investments, Inc. | 845,187 | $67M | 0.3% | 2025-Q2 stale |
| Point72 Asset Management, L.P. | 750,000 | $59M | 0.3% | 2025-Q1 stale |
| Trans-Canada Capital Inc. | 603,024 | $48M | 0.2% | 2025-Q4 stale |
| John A. Wolfe & Associates, Inc. new | 543,043 | $43M | 0.2% | 2025-Q4 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.
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.