Who owns VIOV
Which tracked institutional funds hold VIOV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIOV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 VIOV is one-sided between 2026-Q1 and 2026-Q2: 73 added or opened and 18 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
VIOV’s largest tracked holder by dollar value, MORGAN STANLEY, 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 VIOV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VIOV 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 2026-Q1 and 2026-Q2, across 213 tracked filers holding VIOV, 96 increased or opened the position and 93 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 VIOV between the 2026-Q1 and 2026-Q2 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 8
- BALANCED WEALTH GROUP LLC$9M
- Prime Buchholz LLC$6M
- Global Retirement Partners, LLC$5M
- TWO SIGMA INVESTMENTS, LP$4M
- Veratis Advisors, Inc.$2M
- PFG Investments, LLC$589K
Full exits 12
- Silver Oak Advisory Group, Inc.$9M
- CWM, LLC$7M
- Cambridge Investment Research Advisors, Inc.$6M
- Independent Advisor Alliance$5M
- EXENCIAL WEALTH ADVISORS, LLC$3M
- Evensky & Katz LLC$2M
Largest adds
- Savant Capital, LLC$17M
- UBS Group AG$5M
- MORGAN STANLEY$4M
- Concurrent Investment Advisors, LLC$4M
- ASPIRIANT, LLC$4M
- BANK OF AMERICA CORP /DE/$3M
Largest trims
- Code Waechter LLC$4M
- CIBC WORLD MARKET INC.$912K
- Employees' Retirement Fund of the City of Fort Worth$688K
- Focus Partners Advisor Solutions, LLC$499K
- ENVESTNET ASSET MANAGEMENT INC$308K
- Envestnet Portfolio Solutions, Inc.$255K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 373,690 | $44M | 6.5% | 2026-Q2 |
| UBS Group AG trimmed | 298,893 | $35M | 5.2% | 2026-Q2 |
| ASPIRIANT, LLC trimmed | 296,032 | $35M | 5.2% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 267,584 | $31M | 4.7% | 2026-Q2 |
| Savant Capital, LLC added | 265,300 | $29M | 4.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 201,768 | $24M | 3.5% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 152,700 | $18M | 2.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 152,404 | $18M | 2.7% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK added | 151,021 | $18M | 2.6% | 2026-Q2 |
| Gallagher Fiduciary Advisors, LLC added | 148,533 | $17M | 2.6% | 2026-Q2 |
| Atria Investments, Inc added | 146,677 | $17M | 2.6% | 2026-Q2 |
| Cannon Financial Strategists, Inc. trimmed | 145,840 | $17M | 2.5% | 2026-Q2 |
| LPL Financial LLC added | 138,497 | $16M | 2.4% | 2026-Q2 |
| One Day In July LLC trimmed | 125,537 | $15M | 2.2% | 2026-Q2 |
| Integrated Investment Consultants, LLC trimmed | 122,412 | $14M | 2.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 119,073 | $14M | 2.1% | 2026-Q2 |
| FIRST MANHATTAN CO. LLC. trimmed | 117,610 | $14M | 2.0% | 2026-Q2 |
| SYM FINANCIAL Corp trimmed | 114,517 | $13M | 2.0% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 106,440 | $12M | 1.9% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC trimmed | 98,928 | $12M | 1.7% | 2026-Q2 |
| Legend Financial Advisors, Inc. trimmed | 98,727 | $12M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 96,608 | $11M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 91,918 | $11M | 1.6% | 2026-Q2 |
| Mokosak Advisory Group, LLC trimmed | 91,679 | $11M | 1.6% | 2026-Q2 |
| First Bank & Trust | 78,422 | $9M | 1.4% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC new | 73,978 | $9M | 1.3% | 2026-Q2 |
| Pathstone Holdings, LLC added | 66,990 | $8M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 64,533 | $8M | 1.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 60,526 | $7M | 1.0% | 2026-Q2 |
| Mutual Advisors, LLC added | 59,921 | $7M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 55,915 | $7M | 1.0% | 2026-Q2 |
| Prime Buchholz LLC new | 54,407 | $6M | 0.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 54,301 | $6M | 0.9% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 52,883 | $6M | 0.9% | 2026-Q2 |
| MidFirst Bank trimmed | 52,789 | $6M | 0.9% | 2026-Q2 |
| Hegarty Advisors, LLC added | 42,261 | $5M | 0.7% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 41,301 | $5M | 0.7% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 40,708 | $5M | 0.7% | 2026-Q2 |
| RFG Holdings, Inc. added | 40,441 | $5M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 37,125 | $4M | 0.6% | 2026-Q2 |
| SILVERLAKE WEALTH MANAGEMENT LLC trimmed | 34,908 | $4M | 0.6% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 33,585 | $4M | 0.6% | 2026-Q2 |
| Mariner, LLC added | 33,539 | $4M | 0.6% | 2026-Q2 |
| SAXON INTERESTS, INC. added | 32,545 | $4M | 0.6% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 31,030 | $4M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 29,941 | $4M | 0.5% | 2026-Q2 |
| Code Waechter LLC trimmed | 29,864 | $4M | 0.5% | 2026-Q2 |
| Cambridge Financial Group, LLC trimmed | 29,187 | $3M | 0.5% | 2026-Q2 |
| Red Door Wealth Management, LLC added | 27,992 | $3M | 0.5% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 25,563 | $3M | 0.4% | 2026-Q2 |
| World Investment Advisors | 25,345 | $3M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 24,838 | $3M | 0.4% | 2026-Q2 |
| Inman Jager Wealth Management, LLC added | 24,488 | $3M | 0.4% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 24,196 | $3M | 0.4% | 2026-Q2 |
| Diversified Enterprises, LLC added | 24,114 | $3M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 22,150 | $3M | 0.4% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC trimmed | 22,067 | $3M | 0.4% | 2026-Q2 |
| Veratis Advisors, Inc. trimmed | 20,461 | $2M | 0.4% | 2026-Q2 |
| Spire Wealth Management added | 20,279 | $2M | 0.4% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 19,482 | $2M | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 17,919 | $2M | 0.3% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 17,848 | $2M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 16,864 | $2M | 0.3% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 16,861 | $2M | 0.3% | 2026-Q2 |
| St. Louis Trust Co | 16,300 | $3M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC | 16,225 | $2M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 15,479 | $2M | 0.3% | 2026-Q2 |
| Wellington Grp LLC | 12,850 | $1M | 0.2% | 2026-Q2 |
| Naviter Wealth, LLC | 12,814 | $2M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 12,791 | $2M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 12,635 | $1M | 0.2% | 2026-Q2 |
| ASSETMARK, INC added | 12,592 | $1M | 0.2% | 2026-Q2 |
| Financial Strategies Group, Inc. trimmed | 12,562 | $1M | 0.2% | 2026-Q2 |
| Wealth Architects, LLC | 12,070 | $1M | 0.2% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 11,293 | $1M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 11,143 | $1M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 11,119 | $1M | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp added | 11,024 | $1M | 0.2% | 2026-Q2 |
| Junk Investment Group, LLC added | 10,675 | $1M | 0.2% | 2026-Q2 |
| FAMILY WEALTH PARTNERS, LLC trimmed | 10,533 | $1M | 0.2% | 2026-Q2 |
| Banco BTG Pactual S.A. added | 10,159 | $1M | 0.2% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 10,112 | $1M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 9,374 | $1M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 9,265 | $1M | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC | 8,666 | $1M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 8,288 | $972K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 8,183 | $959K | 0.1% | 2026-Q2 |
| BAILARD, INC. | 8,171 | $959K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 7,883 | $925K | 0.1% | 2026-Q2 |
| Relyea Zuckerberg Hanson LLC trimmed | 7,483 | $878K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 7,458 | $875K | 0.1% | 2026-Q2 |
| Bruce G. Allen Investments, LLC added | 7,078 | $830K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 7,064 | $829K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. | 7,042 | $826K | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC trimmed | 7,009 | $822K | 0.1% | 2026-Q2 |
| Hardin Capital Partners, LLC added | 6,652 | $782K | 0.1% | 2026-Q2 |
| Employees' Retirement Fund of the City of Fort Worth trimmed | 6,593 | $774K | 0.1% | 2026-Q2 |
| Creative Planning added | 6,577 | $772K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 6,452 | $757K | 0.1% | 2026-Q2 |
| Genesee Capital Advisors, LLC | 6,434 | $755K | 0.1% | 2026-Q2 |
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.