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Institutional Ownership · SEC Form 13F

Who owns VDC (VDC)


Which tracked institutional funds hold VDC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VDC 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.

625
Institutional holders
15,214,992
Shares held (tracked funds)

How the tape is positioned

106 tracked funds added or opened VDC while 48 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

VDC’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 VDC more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VDC 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 625 tracked filers holding VDC, 277 increased or opened the position and 273 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 VDC 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 11

  • TrueWealth Financial Partners$10M
  • Independent Advisor Alliance$9M
  • Junk Investment Group, LLC$7M
  • Kinloch Capital, LLC$7M
  • WNY Asset Management, LLC$4M
  • Matthew Goff Investment Advisor, LLC$4M

Full exits 17

  • CORDA Investment Management, LLC.$5M
  • Royal Fund Management, LLC$3M
  • NewEdge Advisors, LLC$3M
  • Empowered Funds, LLC$2M
  • Hilltop Holdings Inc.$2M
  • GRIMES & Co WEALTH MANAGEMENT, LLC$2M

Largest adds

  • BANK OF AMERICA CORP /DE/$148M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28M
  • LPL Financial LLC$17M
  • UBS Group AG$15M
  • PGIM Custom Harvest LLC$14M
  • WELLS FARGO & COMPANY/MN$11M

Largest trims

  • PRINCIPAL SECURITIES, INC.$11M
  • ENVESTNET ASSET MANAGEMENT INC$10M
  • CONSOLIDATED CAPITAL MANAGEMENT, LLC$4M
  • Chevy Chase Trust Holdings, LLC$3M
  • RAYMOND JAMES FINANCIAL INC$2M
  • TOCQUEVILLE ASSET MANAGEMENT L.P.$2M

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
BANK OF AMERICA CORP /DE/ added4,336,403$974M32.3%2026-Q1
LPL Financial LLC added898,835$202M6.7%2026-Q1
MORGAN STANLEY trimmed596,531$134M4.4%2026-Q1
PGIM Custom Harvest LLC added468,988$105M3.5%2026-Q1
Compass Financial Group, INC/SD trimmed448,969$101M3.3%2026-Q1
Beacon Capital Management, Inc. trimmed420,746$94M3.1%2026-Q1
WELLS FARGO & COMPANY/MN added406,752$91M3.0%2026-Q1
UBS Group AG added315,733$71M2.4%2026-Q1
Cetera Investment Advisers added268,001$60M2.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed257,399$58M1.9%2026-Q1
Empower Advisory Group, LLC trimmed240,152$54M1.8%2026-Q1
AMERIPRISE FINANCIAL INC added222,587$50M1.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed194,838$44M1.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed189,941$43M1.4%2026-Q1
OSAIC HOLDINGS, INC. added161,186$36M1.2%2026-Q1
STIFEL FINANCIAL CORP trimmed145,552$33M1.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added125,136$28M0.9%2026-Q1
Cerity Partners LLC trimmed124,963$28M0.9%2026-Q1
Cambridge Investment Research Advisors, Inc. added120,522$27M0.9%2026-Q1
Rockefeller Capital Management L.P. trimmed108,812$24M0.8%2026-Q1
ROYAL BANK OF CANADA added104,743$24M0.8%2026-Q1
Ameritas Advisory Services, LLC trimmed93,779$21M0.7%2026-Q1
Kestra Advisory Services, LLC trimmed85,563$19M0.6%2026-Q1
Blankinship & Foster, LLC added82,020$18M0.6%2026-Q1
Apollon Wealth Management, LLC added80,250$18M0.6%2026-Q1
Lido Advisors, LLC added79,964$18M0.6%2026-Q1
JPMORGAN CHASE & CO trimmed70,785$16M0.5%2026-Q1
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed69,015$16M0.5%2026-Q1
Marotta Asset Management trimmed68,662$15M0.5%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added68,142$15M0.5%2026-Q1
Waverly Advisors, LLC trimmed63,363$14M0.5%2026-Q1
GOLDMAN SACHS GROUP INC added58,564$13M0.4%2026-Q1
KCM INVESTMENT ADVISORS LLC trimmed57,663$13M0.4%2026-Q1
Private Advisor Group, LLC added50,069$11M0.4%2026-Q1
Janney Montgomery Scott LLC trimmed49,737$11M0.4%2026-Q1
SELDON CAPITAL LP47,593$11M0.4%2026-Q1
Blackston Financial Advisory Group, LLC added45,047$10M0.3%2026-Q1
TrueWealth Financial Partners added43,086$10M0.3%2026-Q1
Independent Advisor Alliance added41,754$9M0.3%2026-Q1
CMH Wealth Management LLC added40,531$9M0.3%2026-Q1
Stratos Wealth Partners, LTD. trimmed39,399$9M0.3%2026-Q1
Wealthspire Advisors, LLC trimmed39,211$9M0.3%2026-Q1
Weitzel Financial Services, Inc. added38,458$9M0.3%2026-Q1
McIlrath & Eck, LLC added38,061$9M0.3%2026-Q1
LIGHTHOUSE FINANCIAL SERVICES INC /ADV added35,939$8M0.3%2026-Q1
Mariner, LLC added34,294$8M0.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed33,374$7M0.2%2026-Q1
M&T Bank Corp trimmed32,765$7M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed32,163$7M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added31,643$7M0.2%2026-Q1
Greenline Partners, LLC added30,480$7M0.2%2026-Q1
J.W. COLE ADVISORS, INC. added30,430$7M0.2%2026-Q1
Junk Investment Group, LLC new29,824$7M0.2%2026-Q1
Strategic Investment Solutions, Inc. /IL trimmed29,621$7M0.2%2026-Q1
Richmond Brothers, Inc. trimmed29,607$7M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed29,334$7M0.2%2026-Q1
Kinloch Capital, LLC added29,235$7M0.2%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC trimmed28,883$6M0.2%2026-Q1
FINANCIAL ADVISORY PARTNERS, LLC added28,244$6M0.2%2026-Q1
HighTower Advisors, LLC added26,875$6M0.2%2026-Q1
Merrithew & Thorsten Inc trimmed26,329$6M0.2%2026-Q1
CITIGROUP INC trimmed26,302$6M0.2%2026-Q1
Wealthspire Retirement, LLC trimmed25,747$6M0.2%2026-Q1
JOHNSON INVESTMENT COUNSEL INC trimmed25,600$6M0.2%2026-Q1
Rossby Financial, LCC trimmed25,288$6M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed26,849$6M0.2%2026-Q1
US BANCORP \DE\ added25,099$6M0.2%2026-Q1
Hippocratic Financial Advisors, LLC added24,654$6M0.2%2026-Q1
MassMutual Private Wealth & Trust, FSB trimmed24,287$5M0.2%2026-Q1
Creative Planning added24,218$5M0.2%2026-Q1
HC Advisors, LLC added23,675$5M0.2%2026-Q1
Strengthening Families & Communities, LLC trimmed23,528$5M0.2%2026-Q1
SIMON QUICK ADVISORS, LLC added23,061$5M0.2%2026-Q1
Madden Advisory Services, Inc. trimmed22,949$5M0.2%2026-Q1
REDSTONE WEALTH MANAGEMENT, LLC added22,315$5M0.2%2026-Q1
Orion Porfolio Solutions, LLC trimmed22,264$5M0.2%2026-Q1
INTEGRITY ALLIANCE, LLC. trimmed21,982$5M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added21,684$5M0.2%2026-Q1
SOUTHERN CAPITAL SERVICES INC /ADV trimmed21,245$5M0.2%2026-Q1
Sharper & Granite LLC trimmed20,761$5M0.2%2026-Q1
CALTON & ASSOCIATES, INC. added20,695$5M0.2%2026-Q1
WNY Asset Management, LLC added19,901$4M0.1%2026-Q1
Morningstar Investment Management LLC trimmed200,109$44M1.5%2025-Q2 stale
TWO SIGMA INVESTMENTS, LP added119,400$26M0.8%2025-Q3 stale
BNP PARIBAS FINANCIAL MARKETS added75,000$16M0.5%2025-Q1 stale
Atria Wealth Solutions, Inc. trimmed70,624$16M0.5%2025-Q2 stale
Eaton Financial Holdings Company, LLC added67,927$15M0.5%2025-Q2 stale
Williams Financial, LLC new47,793$10M0.3%2025-Q2 stale
Full Sail Capital, LLC trimmed48,029$10M0.3%2025-Q3 stale
Orion Portfolio Solutions, LLC added42,253$9M0.3%2025-Q1 stale
Polianta Ltd trimmed33,900$7M0.2%2025-Q1 stale
Kropog Financial Group, LLC new29,818$7M0.2%2025-Q2 stale
Invst, LLC trimmed27,116$6M0.2%2025-Q1 stale
Consolidated Portfolio Review Corp trimmed27,108$6M0.2%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. trimmed24,449$5M0.2%2025-Q2 stale
Systelligence, LLC trimmed24,384$5M0.2%2025-Q3 stale
CORDA Investment Management, LLC. new24,542$5M0.2%2025-Q4 stale
Proquility Private Wealth Partners, LLC trimmed21,137$5M0.2%2025-Q1 stale
Callan Capital, LLC trimmed20,662$5M0.2%2025-Q1 stale
CITADEL ADVISORS LLC added21,128$5M0.1%2025-Q3 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