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Institutional Ownership · SEC Form 13F

Who owns VLYPN (VLYPN)


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

461
Institutional holders
405,421,650
Shares held (tracked funds)

How the tape is positioned

103 tracked funds added or opened VLYPN while 80 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

VLYPN’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VLYPN more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VLYPN 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 461 tracked filers holding VLYPN, 239 increased or opened the position and 190 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 VLYPN 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 17

  • VANGUARD PORTFOLIO MANAGEMENT LLC$307M
  • VANGUARD CAPITAL MANAGEMENT LLC$261M
  • VANGUARD FIDUCIARY TRUST CO$39M
  • AXIOM INVESTORS LLC /DE$9M
  • BW Gestao de Investimentos Ltda.$9M
  • VANGUARD ASSET MANAGEMENT, Ltd$6M

Full exits 19

  • VANGUARD GROUP INC$568M
  • Point72 Asset Management, L.P.$63M
  • M&G PLC$14M
  • TWO SIGMA ADVISERS, LP$9M
  • CITADEL ADVISORS LLC$7M
  • COMERICA BANK$5M

Largest adds

  • JUPITER ASSET MANAGEMENT LTD$84M
  • Freestone Grove Partners LP$59M
  • WELLINGTON MANAGEMENT GROUP LLP$54M
  • AQR CAPITAL MANAGEMENT LLC$53M
  • Thrivent Financial for Lutherans$42M
  • UBS Group AG$38M

Largest trims

  • MILLENNIUM MANAGEMENT LLC$49M
  • BlackRock, Inc.$46M
  • NORGES BANK$42M
  • JANE STREET GROUP, LLC$35M
  • HRT FINANCIAL LP$28M
  • MARSHALL WACE, LLP$24M

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
BlackRock, Inc. trimmed63,266,602$777M13.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed29,744,462$365M6.5%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new25,000,940$307M5.5%2026-Q1
STATE STREET CORP trimmed23,325,401$289M5.2%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new21,252,828$261M4.7%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added15,515,156$191M3.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added14,647,863$180M3.2%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed12,457,731$153M2.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC added10,258,058$124M2.2%2026-Q1
Azora Capital LP added8,948,599$110M2.0%2026-Q1
GOLDMAN SACHS GROUP INC added7,811,182$96M1.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added7,723,607$95M1.7%2026-Q1
UBS Group AG added7,461,944$92M1.6%2026-Q1
JUPITER ASSET MANAGEMENT LTD added6,885,523$85M1.5%2026-Q1
MORGAN STANLEY added6,038,584$74M1.3%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed6,027,110$74M1.3%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added5,984,569$73M1.3%2026-Q1
NORTHERN TRUST CORP added5,566,337$68M1.2%2026-Q1
Freestone Grove Partners LP added5,448,809$67M1.2%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. trimmed4,969,928$61M1.1%2026-Q1
Artemis Investment Management LLP added4,866,154$60M1.1%2026-Q1
Bank of New York Mellon Corp added4,784,145$59M1.0%2026-Q1
MARSHALL WACE, LLP trimmed4,534,227$56M1.0%2026-Q1
Squarepoint Ops LLC trimmed3,955,099$49M0.9%2026-Q1
BANK OF AMERICA CORP /DE/ added3,919,652$48M0.9%2026-Q1
Nuveen, LLC added3,824,445$47M0.8%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed3,609,399$44M0.8%2026-Q1
Thrivent Financial for Lutherans added3,574,049$44M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new3,158,067$39M0.7%2026-Q1
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed2,612,297$32M0.6%2026-Q1
NORGES BANK trimmed3,333,707$30M0.5%2026-Q1
Invesco Ltd. trimmed2,066,164$25M0.5%2026-Q1
Cander Asset Management LP added1,991,569$24M0.4%2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed1,921,479$24M0.4%2026-Q1
Leeward Investments, LLC - MA trimmed1,860,458$23M0.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed1,767,431$22M0.4%2026-Q1
ENDEAVOUR CAPITAL ADVISORS INC added1,664,984$20M0.4%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added1,571,575$19M0.3%2026-Q1
LSV ASSET MANAGEMENT trimmed1,499,400$18M0.3%2026-Q1
Bridgewater Associates, LP added1,470,218$18M0.3%2026-Q1
RHUMBLINE ADVISERS trimmed1,466,594$18M0.3%2026-Q1
JPMORGAN CHASE & CO added1,460,428$17M0.3%2026-Q1
FIRST TRUST ADVISORS LP added1,411,434$17M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,285,282$16M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,348,379$16M0.3%2026-Q1
BASSWOOD CAPITAL MANAGEMENT, L.L.C. trimmed1,182,206$15M0.3%2026-Q1
Aspen Grove Capital, LLC trimmed1,080,900$13M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added1,079,722$13M0.2%2026-Q1
Swiss National Bank993,260$12M0.2%2026-Q1
California Public Employees Retirement System added972,581$12M0.2%2026-Q1
First Eagle Investment Management, LLC added971,500$12M0.2%2026-Q1
Qube Research & Technologies Ltd trimmed970,982$12M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed907,555$11M0.2%2026-Q1
FRANKLIN RESOURCES INC added902,867$11M0.2%2026-Q1
IEQ CAPITAL, LLC added843,322$10M0.2%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC added789,900$10M0.2%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed780,487$10M0.2%2026-Q1
MACKENZIE FINANCIAL CORP trimmed778,797$10M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed747,684$9M0.2%2026-Q1
ALGERT GLOBAL LLC742,442$9M0.2%2026-Q1
AXIOM INVESTORS LLC /DE new728,905$9M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added716,606$9M0.2%2026-Q1
BW Gestao de Investimentos Ltda. new700,000$9M0.2%2026-Q1
Legal & General Group Plc trimmed655,299$8M0.1%2026-Q1
Trexquant Investment LP trimmed625,948$8M0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed624,430$8M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added622,252$8M0.1%2026-Q1
Creative Planning added621,182$8M0.1%2026-Q1
Cerity Partners LLC added607,125$7M0.1%2026-Q1
Retirement Systems of Alabama added586,850$7M0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added560,714$7M0.1%2026-Q1
Man Group plc added557,535$7M0.1%2026-Q1
ExodusPoint Capital Management, LP trimmed537,128$7M0.1%2026-Q1
HOURGLASS CAPITAL, LLC trimmed520,116$6M0.1%2026-Q1
HRT FINANCIAL LP trimmed517,424$6M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added494,523$6M0.1%2026-Q1
MetLife Investment Management, LLC trimmed489,949$6M0.1%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC trimmed483,917$6M0.1%2026-Q1
Jain Global LLC trimmed479,790$6M0.1%2026-Q1
Mariner, LLC added473,167$6M0.1%2026-Q1
Verition Fund Management LLC trimmed465,862$6M0.1%2026-Q1
SEI INVESTMENTS CO added461,493$6M0.1%2026-Q1
BARCLAYS PLC trimmed460,503$6M0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed456,886$6M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new455,393$6M0.1%2026-Q1
CITIGROUP INC trimmed448,145$6M0.1%2026-Q1
VANGUARD GROUP INC trimmed48,602,869$568M10.1%2025-Q4 stale
MACQUARIE GROUP LTD trimmed14,821,966$157M2.8%2025-Q3 stale
Point72 Asset Management, L.P. added5,371,550$63M1.1%2025-Q4 stale
Holocene Advisors, LP added3,263,507$35M0.6%2025-Q3 stale
Kodai Capital Management LP added1,922,147$17M0.3%2025-Q1 stale
RENAISSANCE TECHNOLOGIES LLC trimmed1,381,409$15M0.3%2025-Q3 stale
M&G PLC added1,163,685$14M0.2%2025-Q4 stale
Cubist Systematic Strategies, LLC added1,334,973$12M0.2%2025-Q2 stale
Burkehill Global Management, LP trimmed1,300,000$12M0.2%2025-Q1 stale
TWO SIGMA ADVISERS, LP added754,900$9M0.2%2025-Q4 stale
BOOTHBAY FUND MANAGEMENT, LLC added889,190$8M0.1%2025-Q1 stale
KING STREET CAPITAL MANAGEMENT, L.P. new700,000$7M0.1%2025-Q3 stale
Corebridge Financial, Inc. trimmed753,591$7M0.1%2025-Q1 stale
CITADEL ADVISORS LLC trimmed571,731$7M0.1%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.

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