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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 4,336,403 | $974M | 32.3% | 2026-Q1 |
| LPL Financial LLC added | 898,835 | $202M | 6.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 596,531 | $134M | 4.4% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 468,988 | $105M | 3.5% | 2026-Q1 |
| Compass Financial Group, INC/SD trimmed | 448,969 | $101M | 3.3% | 2026-Q1 |
| Beacon Capital Management, Inc. trimmed | 420,746 | $94M | 3.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 406,752 | $91M | 3.0% | 2026-Q1 |
| UBS Group AG added | 315,733 | $71M | 2.4% | 2026-Q1 |
| Cetera Investment Advisers added | 268,001 | $60M | 2.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 257,399 | $58M | 1.9% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 240,152 | $54M | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 222,587 | $50M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 194,838 | $44M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 189,941 | $43M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 161,186 | $36M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 145,552 | $33M | 1.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 125,136 | $28M | 0.9% | 2026-Q1 |
| Cerity Partners LLC trimmed | 124,963 | $28M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 120,522 | $27M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 108,812 | $24M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 104,743 | $24M | 0.8% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 93,779 | $21M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 85,563 | $19M | 0.6% | 2026-Q1 |
| Blankinship & Foster, LLC added | 82,020 | $18M | 0.6% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 80,250 | $18M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC added | 79,964 | $18M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 70,785 | $16M | 0.5% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed | 69,015 | $16M | 0.5% | 2026-Q1 |
| Marotta Asset Management trimmed | 68,662 | $15M | 0.5% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 68,142 | $15M | 0.5% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 63,363 | $14M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 58,564 | $13M | 0.4% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC trimmed | 57,663 | $13M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 50,069 | $11M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 49,737 | $11M | 0.4% | 2026-Q1 |
| SELDON CAPITAL LP | 47,593 | $11M | 0.4% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 45,047 | $10M | 0.3% | 2026-Q1 |
| TrueWealth Financial Partners added | 43,086 | $10M | 0.3% | 2026-Q1 |
| Independent Advisor Alliance added | 41,754 | $9M | 0.3% | 2026-Q1 |
| CMH Wealth Management LLC added | 40,531 | $9M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 39,399 | $9M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 39,211 | $9M | 0.3% | 2026-Q1 |
| Weitzel Financial Services, Inc. added | 38,458 | $9M | 0.3% | 2026-Q1 |
| McIlrath & Eck, LLC added | 38,061 | $9M | 0.3% | 2026-Q1 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV added | 35,939 | $8M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 34,294 | $8M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 33,374 | $7M | 0.2% | 2026-Q1 |
| M&T Bank Corp trimmed | 32,765 | $7M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 32,163 | $7M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 31,643 | $7M | 0.2% | 2026-Q1 |
| Greenline Partners, LLC added | 30,480 | $7M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 30,430 | $7M | 0.2% | 2026-Q1 |
| Junk Investment Group, LLC new | 29,824 | $7M | 0.2% | 2026-Q1 |
| Strategic Investment Solutions, Inc. /IL trimmed | 29,621 | $7M | 0.2% | 2026-Q1 |
| Richmond Brothers, Inc. trimmed | 29,607 | $7M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 29,334 | $7M | 0.2% | 2026-Q1 |
| Kinloch Capital, LLC added | 29,235 | $7M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 28,883 | $6M | 0.2% | 2026-Q1 |
| FINANCIAL ADVISORY PARTNERS, LLC added | 28,244 | $6M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 26,875 | $6M | 0.2% | 2026-Q1 |
| Merrithew & Thorsten Inc trimmed | 26,329 | $6M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 26,302 | $6M | 0.2% | 2026-Q1 |
| Wealthspire Retirement, LLC trimmed | 25,747 | $6M | 0.2% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 25,600 | $6M | 0.2% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 25,288 | $6M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 26,849 | $6M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 25,099 | $6M | 0.2% | 2026-Q1 |
| Hippocratic Financial Advisors, LLC added | 24,654 | $6M | 0.2% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 24,287 | $5M | 0.2% | 2026-Q1 |
| Creative Planning added | 24,218 | $5M | 0.2% | 2026-Q1 |
| HC Advisors, LLC added | 23,675 | $5M | 0.2% | 2026-Q1 |
| Strengthening Families & Communities, LLC trimmed | 23,528 | $5M | 0.2% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC added | 23,061 | $5M | 0.2% | 2026-Q1 |
| Madden Advisory Services, Inc. trimmed | 22,949 | $5M | 0.2% | 2026-Q1 |
| REDSTONE WEALTH MANAGEMENT, LLC added | 22,315 | $5M | 0.2% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 22,264 | $5M | 0.2% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. trimmed | 21,982 | $5M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 21,684 | $5M | 0.2% | 2026-Q1 |
| SOUTHERN CAPITAL SERVICES INC /ADV trimmed | 21,245 | $5M | 0.2% | 2026-Q1 |
| Sharper & Granite LLC trimmed | 20,761 | $5M | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. added | 20,695 | $5M | 0.2% | 2026-Q1 |
| WNY Asset Management, LLC added | 19,901 | $4M | 0.1% | 2026-Q1 |
| Morningstar Investment Management LLC trimmed | 200,109 | $44M | 1.5% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP added | 119,400 | $26M | 0.8% | 2025-Q3 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 75,000 | $16M | 0.5% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 70,624 | $16M | 0.5% | 2025-Q2 stale |
| Eaton Financial Holdings Company, LLC added | 67,927 | $15M | 0.5% | 2025-Q2 stale |
| Williams Financial, LLC new | 47,793 | $10M | 0.3% | 2025-Q2 stale |
| Full Sail Capital, LLC trimmed | 48,029 | $10M | 0.3% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC added | 42,253 | $9M | 0.3% | 2025-Q1 stale |
| Polianta Ltd trimmed | 33,900 | $7M | 0.2% | 2025-Q1 stale |
| Kropog Financial Group, LLC new | 29,818 | $7M | 0.2% | 2025-Q2 stale |
| Invst, LLC trimmed | 27,116 | $6M | 0.2% | 2025-Q1 stale |
| Consolidated Portfolio Review Corp trimmed | 27,108 | $6M | 0.2% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 24,449 | $5M | 0.2% | 2025-Q2 stale |
| Systelligence, LLC trimmed | 24,384 | $5M | 0.2% | 2025-Q3 stale |
| CORDA Investment Management, LLC. new | 24,542 | $5M | 0.2% | 2025-Q4 stale |
| Proquility Private Wealth Partners, LLC trimmed | 21,137 | $5M | 0.2% | 2025-Q1 stale |
| Callan Capital, LLC trimmed | 20,662 | $5M | 0.2% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 21,128 | $5M | 0.1% | 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.
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.