Who owns VNM
Which tracked institutional funds hold VNM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VNM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
17 tracked funds added or opened VNM while 9 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
VNM’s largest tracked holder by dollar value, CacheTech Inc., sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VNM 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 93 tracked filers holding VNM, 38 increased or opened the position and 45 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 VNM 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 6
- Man Group plc$4M
- Stanley-Laman Group, Ltd.$1M
- Jefferies Financial Group Inc.$1M
- Point Nemo Capital, LLC$944K
- J.W. COLE ADVISORS, INC.$865K
- Federation des caisses Desjardins du Quebec$509K
Full exits 5
- Trium Capital LLP$5M
- MILLENNIUM MANAGEMENT LLC$2M
- Harvest Fund Management Co., Ltd$2M
- OLD MISSION CAPITAL LLC$674K
- Ascent Advisors, LLC$546K
Largest adds
- Artisan Partners Limited Partnership$6M
- JANE STREET GROUP, LLC$4M
- AMERIPRISE FINANCIAL INC$3M
- UBS Group AG$2M
- CacheTech Inc.$2M
- Adams Wealth Management$1M
Largest trims
- CITIGROUP INC$985K
- LPL Financial LLC$946K
- Asset Management One Co., Ltd.$828K
- ROYAL BANK OF CANADA$417K
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 |
|---|---|---|---|---|
| CacheTech Inc. added | 865,083 | $16M | 9.8% | 2026-Q2 |
| Adams Wealth Management added | 809,217 | $15M | 9.1% | 2026-Q2 |
| Artisan Partners Limited Partnership added | 585,115 | $11M | 6.6% | 2026-Q2 |
| UBS Group AG added | 474,124 | $9M | 5.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 441,685 | $8M | 5.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 365,375 | $7M | 4.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 361,804 | $7M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 291,094 | $5M | 3.3% | 2026-Q2 |
| JOHN G ULLMAN & ASSOCIATES INC trimmed | 284,744 | $5M | 3.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 243,222 | $4M | 2.7% | 2026-Q2 |
| BCWM, LLC trimmed | 192,411 | $4M | 2.2% | 2026-Q2 |
| Man Group plc trimmed | 190,924 | $4M | 2.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 180,911 | $3M | 2.0% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. trimmed | 148,235 | $3M | 1.7% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 119,297 | $2M | 1.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 106,000 | $2M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 100,061 | $2M | 1.1% | 2026-Q2 |
| DELTEC ASSET MANAGEMENT LLC added | 91,000 | $2M | 1.0% | 2026-Q2 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. trimmed | 85,255 | $2M | 1.0% | 2026-Q2 |
| NATIXIS trimmed | 84,093 | $2M | 0.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 82,192 | $2M | 0.9% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 68,836 | $1M | 0.8% | 2026-Q2 |
| Stanley-Laman Group, Ltd. trimmed | 65,000 | $1M | 0.7% | 2026-Q2 |
| Jefferies Financial Group Inc. new | 59,380 | $1M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 51,828 | $957K | 0.6% | 2026-Q2 |
| BlackRock, Inc. added | 51,100 | $944K | 0.6% | 2026-Q2 |
| Point Nemo Capital, LLC new | 51,093 | $944K | 0.6% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 48,124 | $889K | 0.5% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 46,818 | $865K | 0.5% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 42,759 | $790K | 0.5% | 2026-Q2 |
| New Vernon Capital Holdings II LLC | 41,852 | $773K | 0.5% | 2026-Q2 |
| Private Wealth Advisors, LLC trimmed | 40,519 | $748K | 0.5% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 40,323 | $745K | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 39,319 | $726K | 0.4% | 2026-Q2 |
| NVWM, LLC added | 37,285 | $689K | 0.4% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 31,730 | $586K | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 30,598 | $565K | 0.3% | 2026-Q2 |
| Capula Management Ltd | 30,048 | $555K | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 29,580 | $546K | 0.3% | 2026-Q2 |
| FIDUCIARY FINANCIAL GROUP, LLC trimmed | 27,793 | $513K | 0.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 27,564 | $509K | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. | 26,916 | $497K | 0.3% | 2026-Q2 |
| Cordoba Advisory Partners LLC trimmed | 25,808 | $477K | 0.3% | 2026-Q2 |
| Kaizen Financial Strategies added | 25,714 | $476K | 0.3% | 2026-Q2 |
| Csenge Advisory Group trimmed | 25,773 | $476K | 0.3% | 2026-Q2 |
| Pictet North America Advisors SA | 24,178 | $447K | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 22,756 | $420K | 0.3% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 22,441 | $414K | 0.3% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich | 22,196 | $410K | 0.3% | 2026-Q2 |
| Mariner, LLC trimmed | 21,264 | $393K | 0.2% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC | 20,776 | $384K | 0.2% | 2026-Q2 |
| Total Wealth Planning & Management, Inc. trimmed | 19,278 | $356K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 19,238 | $355K | 0.2% | 2026-Q2 |
| WJ Financial Advisors LLC | 18,375 | $339K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 15,255 | $282K | 0.2% | 2026-Q2 |
| Miller Global Investments, LLC | 14,989 | $277K | 0.2% | 2026-Q2 |
| Elequin Capital, LP trimmed | 14,846 | $274K | 0.2% | 2026-Q2 |
| Steadtrust LLC | 14,000 | $259K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 12,511 | $231K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 12,416 | $229K | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 12,000 | $222K | 0.1% | 2026-Q2 |
| Creative Planning added | 11,156 | $206K | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC new | 11,080 | $205K | 0.1% | 2026-Q2 |
| Prism Advisors, Inc. | 10,953 | $202K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 10,873 | $201K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 10,174 | $188K | 0.1% | 2026-Q2 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | 10,153 | $188K | 0.1% | 2026-Q2 |
| Stelac Advisory Services LLC | 8,049 | $149K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 7,820 | $144K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC new | 6,996 | $129K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 6,625 | $122K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 5,408 | $100K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. | 3,418 | $63K | 0.0% | 2026-Q2 |
| Arax Advisory Partners new | 2,074 | $38K | 0.0% | 2026-Q2 |
| Twin Lakes Capital Management, LLC | 2,007 | $37K | 0.0% | 2026-Q2 |
| Intesa Sanpaolo Wealth Management added | 2,000 | $37K | 0.0% | 2026-Q2 |
| FMR LLC added | 1,809 | $33K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 1,783 | $33K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 1,533 | $28K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 1,334 | $25K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,002 | $19K | 0.0% | 2026-Q2 |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd trimmed | 1,000 | $18K | 0.0% | 2026-Q2 |
| BARD ASSOCIATES INC | 900 | $17K | 0.0% | 2026-Q2 |
| IAG Wealth Partners, LLC | 829 | $15K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 700 | $13K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 550 | $10K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 400 | $7K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 261 | $5K | 0.0% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 249 | $5K | 0.0% | 2026-Q2 |
| TOMPKINS FINANCIAL CORP | 200 | $4K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 96 | $2K | 0.0% | 2026-Q2 |
| DecisionPoint Financial, LLC | 84 | $2K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 44 | $813 | 0.0% | 2026-Q2 |
| Trium Capital LLP trimmed | 272,158 | $5M | 2.9% | 2026-Q1 stale (1 quarter behind) |
| Black Swift Group, LLC added | 317,090 | $6M | 3.7% | 2025-Q4 stale (2 quarters behind) |
| Quadrature Capital Ltd trimmed | 251,692 | $5M | 2.9% | 2025-Q4 stale (2 quarters behind) |
| Elo Mutual Pension Insurance Co new | 150,000 | $3M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. new | 123,564 | $2M | 1.4% | 2025-Q4 stale (2 quarters behind) |
| D. E. Shaw & Co., Inc. added | 134,666 | $2M | 1.5% | 2025-Q3 stale (3 quarters behind) |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT new | 175,300 | $2M | 1.5% | 2025-Q2 stale (4 quarters behind) |
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.