Who owns VDE (VDE)
Which tracked institutional funds hold VDE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VDE 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
The tracked-fund tape on VDE is one-sided between 2025-Q4 and 2026-Q1: 286 added or opened and 33 trimmed or exited — on balance accumulating.
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
VDE’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes VDE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VDE 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 771 tracked filers holding VDE, 408 increased or opened the position and 259 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 VDE 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 34
- Mirae Asset Global Investments Co., Ltd.$38M
- MARSHALL WACE, LLP$30M
- PRUDENTIAL PLC$23M
- TrueWealth Financial Partners$15M
- Polianta Ltd$10M
- Independent Advisor Alliance$8M
Full exits 15
- Empowered Funds, LLC$4M
- Tower Research Capital LLC (TRC)$3M
- NewEdge Advisors, LLC$3M
- COMERICA BANK$2M
- Murphy, Middleton, Hinkle & Parker, Inc.$2M
- Axiom Financial Strategies, LLC$2M
Largest adds
- BANK OF AMERICA CORP /DE/$89M
- MORGAN STANLEY$89M
- BNP PARIBAS FINANCIAL MARKETS$72M
- UBS Group AG$52M
- LPL Financial LLC$39M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$38M
Largest trims
- M&T Bank Corp$33M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$13M
- Argentarii, LLC$5M
- Stratos Wealth Advisors, LLC$5M
- Farther Finance Advisors, LLC$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1M
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/ trimmed | 1,964,299 | $340M | 10.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,587,679 | $275M | 8.7% | 2026-Q1 |
| UBS Group AG added | 1,025,115 | $177M | 5.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 977,346 | $169M | 5.3% | 2026-Q1 |
| LPL Financial LLC added | 818,310 | $142M | 4.5% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 807,650 | $140M | 4.4% | 2026-Q1 |
| Beacon Capital Management, Inc. trimmed | 720,530 | $125M | 3.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 566,815 | $98M | 3.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 497,366 | $86M | 2.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 493,318 | $85M | 2.7% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 452,227 | $78M | 2.5% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 368,445 | $64M | 2.0% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 354,019 | $61M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 316,018 | $55M | 1.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 301,437 | $52M | 1.6% | 2026-Q1 |
| Cetera Investment Advisers added | 300,782 | $52M | 1.6% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 252,500 | $44M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 236,242 | $41M | 1.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 223,775 | $39M | 1.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. new | 221,700 | $38M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 217,619 | $38M | 1.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 203,509 | $35M | 1.1% | 2026-Q1 |
| GREENWOOD GEARHART LLC added | 181,711 | $31M | 1.0% | 2026-Q1 |
| MARSHALL WACE, LLP added | 174,266 | $30M | 1.0% | 2026-Q1 |
| Greenline Partners, LLC added | 163,244 | $28M | 0.9% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 161,826 | $28M | 0.9% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 159,944 | $28M | 0.9% | 2026-Q1 |
| EVERGREEN CAPITAL MANAGEMENT LLC added | 145,844 | $25M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 145,778 | $25M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 144,695 | $25M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 139,137 | $24M | 0.8% | 2026-Q1 |
| PRUDENTIAL PLC added | 134,900 | $23M | 0.7% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 134,018 | $23M | 0.7% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 124,481 | $22M | 0.7% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 117,500 | $20M | 0.6% | 2026-Q1 |
| Zuckerman Investment Group, LLC trimmed | 117,204 | $20M | 0.6% | 2026-Q1 |
| ALLEN WEALTH MANAGEMENT, LLC added | 108,606 | $19M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 108,500 | $19M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 104,294 | $18M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 98,322 | $17M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 94,317 | $17M | 0.5% | 2026-Q1 |
| TrueWealth Financial Partners trimmed | 84,984 | $15M | 0.5% | 2026-Q1 |
| SWAN Capital LLC trimmed | 84,302 | $15M | 0.5% | 2026-Q1 |
| Estate Counselors, LLC trimmed | 82,989 | $14M | 0.5% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 78,757 | $14M | 0.4% | 2026-Q1 |
| CMH Wealth Management LLC trimmed | 78,038 | $14M | 0.4% | 2026-Q1 |
| Grove Bank & Trust added | 76,790 | $13M | 0.4% | 2026-Q1 |
| Creative Planning added | 74,928 | $13M | 0.4% | 2026-Q1 |
| BFSG, LLC trimmed | 64,713 | $11M | 0.4% | 2026-Q1 |
| Roundview Capital LLC added | 63,995 | $11M | 0.3% | 2026-Q1 |
| Evelyn Partners Asset Management Ltd added | 63,454 | $11M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 61,666 | $11M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 60,709 | $11M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC added | 59,574 | $10M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 59,490 | $10M | 0.3% | 2026-Q1 |
| Elgethun Capital Management added | 59,369 | $10M | 0.3% | 2026-Q1 |
| WESCAP Management Group, Inc. added | 58,329 | $10M | 0.3% | 2026-Q1 |
| CWM, LLC added | 56,574 | $10M | 0.3% | 2026-Q1 |
| Polianta Ltd trimmed | 55,200 | $10M | 0.3% | 2026-Q1 |
| Berkeley Capital Partners, LLC added | 53,817 | $9M | 0.3% | 2026-Q1 |
| MONTAG A & ASSOCIATES INC added | 51,473 | $9M | 0.3% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC trimmed | 49,768 | $9M | 0.3% | 2026-Q1 |
| Richmond Brothers, Inc. trimmed | 49,212 | $9M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 48,901 | $8M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 48,727 | $8M | 0.3% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 48,584 | $8M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 48,495 | $8M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 48,360 | $8M | 0.3% | 2026-Q1 |
| CHOREO, LLC added | 45,512 | $8M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 45,265 | $8M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 45,060 | $8M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 42,610 | $8M | 0.2% | 2026-Q1 |
| M Holdings Securities, Inc. added | 45,028 | $7M | 0.2% | 2026-Q1 |
| Guardian Wealth Management, LLC trimmed | 40,860 | $7M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 40,566 | $7M | 0.2% | 2026-Q1 |
| Strengthening Families & Communities, LLC trimmed | 40,291 | $7M | 0.2% | 2026-Q1 |
| Dunhill Financial, LLC added | 39,536 | $7M | 0.2% | 2026-Q1 |
| NKCFO LLC new | 38,300 | $7M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 38,022 | $7M | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 37,689 | $7M | 0.2% | 2026-Q1 |
| Brookstone Capital Management added | 37,657 | $7M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 37,110 | $6M | 0.2% | 2026-Q1 |
| Anchor Investment Management, LLC added | 37,082 | $6M | 0.2% | 2026-Q1 |
| M&T Bank Corp trimmed | 36,968 | $6M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 36,627 | $6M | 0.2% | 2026-Q1 |
| LRI Investments, LLC added | 35,916 | $6M | 0.2% | 2026-Q1 |
| Flatrock Wealth Partners LLC | 35,643 | $6M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 34,113 | $6M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 34,083 | $6M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 34,007 | $6M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 33,774 | $6M | 0.2% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 33,211 | $6M | 0.2% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT added | 32,531 | $6M | 0.2% | 2026-Q1 |
| Stegent Equity Advisors, Inc. new | 32,409 | $6M | 0.2% | 2026-Q1 |
| GoalFusion Wealth Management, LLC trimmed | 31,495 | $5M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 31,150 | $5M | 0.2% | 2026-Q1 |
| Royal Fund Management, LLC added | 30,304 | $5M | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 30,320 | $5M | 0.2% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 51,463 | $6M | 0.2% | 2025-Q2 stale |
| Shilanski & Associates, Inc. added | 43,020 | $5M | 0.2% | 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.