Who owns VNQI (VNQI)
Which tracked institutional funds hold VNQI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VNQI 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
41 tracked funds added or opened VNQI while 51 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
VNQI’s largest tracked holder by dollar value, Empower Advisory Group, LLC, sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 1.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VNQI 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 373 tracked filers holding VNQI, 170 increased or opened the position and 152 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 VNQI 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 14
- FLOW TRADERS U.S. LLC$11M
- CITADEL ADVISORS LLC$9M
- Heartland Bank & Trust Co$4M
- Focus Partners Advisor Solutions, LLC$3M
- Aletheian Wealth Advisors LLC$3M
- SENTINEL TRUST CO LBA$2M
Full exits 12
- Strategic Financial Planning, Inc.$5M
- MARYLAND CAPITAL ADVISORS INC.$3M
- NewEdge Advisors, LLC$2M
- OLD MISSION CAPITAL LLC$2M
- VANGUARD GROUP INC$1M
- HANCOCK WHITNEY CORP$1M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$29M
- RAYMOND JAMES FINANCIAL INC$23M
- UBS Group AG$8M
- Chandler Asset Management, Inc.$6M
- Equitable Holdings, Inc.$3M
- Farther Finance Advisors, LLC$2M
Largest trims
- ASSETMARK, INC$49M
- JANE STREET GROUP, LLC$38M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$14M
- M&T Bank Corp$9M
- GOLDMAN SACHS GROUP INC$9M
- UNITED CAPITAL FINANCIAL ADVISORS, LLC$9M
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 |
|---|---|---|---|---|
| Empower Advisory Group, LLC added | 14,572,465 | $648M | 36.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 5,057,938 | $225M | 12.7% | 2026-Q1 |
| Ballentine Partners, LLC added | 1,580,995 | $70M | 4.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 869,931 | $39M | 2.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 792,533 | $35M | 2.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 773,018 | $34M | 1.9% | 2026-Q1 |
| Creative Planning added | 765,761 | $34M | 1.9% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 752,462 | $33M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 736,479 | $33M | 1.8% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 612,612 | $27M | 1.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 613,384 | $27M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 601,330 | $27M | 1.5% | 2026-Q1 |
| MOLLER WEALTH PARTNERS added | 482,983 | $21M | 1.2% | 2026-Q1 |
| M&T Bank Corp trimmed | 455,647 | $20M | 1.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 453,233 | $20M | 1.1% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC added | 432,930 | $19M | 1.1% | 2026-Q1 |
| Chandler Asset Management, Inc. added | 425,055 | $19M | 1.1% | 2026-Q1 |
| Betterment LLC trimmed | 258,210 | $11M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 252,806 | $11M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 246,755 | $11M | 0.6% | 2026-Q1 |
| Payne Capital Management, LLC added | 227,400 | $10M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. added | 169,908 | $10M | 0.6% | 2026-Q1 |
| UBS Group AG added | 224,661 | $10M | 0.6% | 2026-Q1 |
| Rockwood Wealth Management, LLC trimmed | 220,535 | $10M | 0.6% | 2026-Q1 |
| JMG Financial Group, Ltd. added | 209,001 | $9M | 0.5% | 2026-Q1 |
| Cypress Point Wealth Management, LLC added | 204,728 | $9M | 0.5% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC added | 193,570 | $9M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 191,642 | $9M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 188,944 | $8M | 0.5% | 2026-Q1 |
| LPL Financial LLC trimmed | 174,157 | $8M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 165,618 | $7M | 0.4% | 2026-Q1 |
| COUNTRY TRUST BANK added | 160,628 | $7M | 0.4% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. trimmed | 160,127 | $7M | 0.4% | 2026-Q1 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC added | 153,838 | $7M | 0.4% | 2026-Q1 |
| US BANCORP \DE\ added | 145,258 | $6M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 148,310 | $6M | 0.4% | 2026-Q1 |
| CWM, LLC added | 143,800 | $6M | 0.4% | 2026-Q1 |
| Marathon Strategic Advisors, LLC added | 129,332 | $6M | 0.3% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 126,340 | $6M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 126,240 | $6M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 126,239 | $6M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC added | 123,963 | $6M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 118,868 | $5M | 0.3% | 2026-Q1 |
| Traveka Wealth, LLC trimmed | 118,207 | $5M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 115,993 | $5M | 0.3% | 2026-Q1 |
| Warren Street Wealth Advisors, LLC added | 115,371 | $5M | 0.3% | 2026-Q1 |
| Amicus Financial Advisors, LLC trimmed | 110,680 | $5M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 110,515 | $5M | 0.3% | 2026-Q1 |
| Financial Alternatives, Inc added | 104,431 | $5M | 0.3% | 2026-Q1 |
| Marotta Asset Management added | 103,212 | $5M | 0.3% | 2026-Q1 |
| Upper Left Wealth Management, LLC trimmed | 103,030 | $5M | 0.3% | 2026-Q1 |
| ARVEST INVESTMENTS, INC. added | 101,701 | $5M | 0.3% | 2026-Q1 |
| Heartland Bank & Trust Co new | 97,349 | $4M | 0.2% | 2026-Q1 |
| VISTA CAPITAL PARTNERS, INC. trimmed | 95,253 | $4M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 90,183 | $4M | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC added | 84,789 | $4M | 0.2% | 2026-Q1 |
| BluePrint Investing LLC trimmed | 84,033 | $4M | 0.2% | 2026-Q1 |
| Gradient Capital Advisors, LLC added | 82,029 | $4M | 0.2% | 2026-Q1 |
| LPWM LLC trimmed | 80,514 | $4M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 78,533 | $3M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 78,431 | $3M | 0.2% | 2026-Q1 |
| AWM CAPITAL, LLC trimmed | 77,462 | $3M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 76,447 | $3M | 0.2% | 2026-Q1 |
| Old Port Advisors added | 73,779 | $3M | 0.2% | 2026-Q1 |
| LifePlan Investment Advisors, Inc. added | 71,256 | $3M | 0.2% | 2026-Q1 |
| Prairiewood Capital, LLC added | 70,861 | $3M | 0.2% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP added | 70,386 | $3M | 0.2% | 2026-Q1 |
| Obsido Oy added | 69,011 | $3M | 0.2% | 2026-Q1 |
| Dunhill Financial, LLC added | 67,130 | $3M | 0.2% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 66,977 | $3M | 0.2% | 2026-Q1 |
| Strategic Wealth Advisors LLC added | 66,518 | $3M | 0.2% | 2026-Q1 |
| Factor Wealth Management LTD added | 65,155 | $3M | 0.2% | 2026-Q1 |
| Disciplined Investments, LLC added | 62,413 | $3M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 61,018 | $3M | 0.2% | 2026-Q1 |
| Aletheian Wealth Advisors LLC trimmed | 60,252 | $3M | 0.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 58,376 | $3M | 0.1% | 2026-Q1 |
| Hamrick Investment Counsel, llc added | 55,865 | $2M | 0.1% | 2026-Q1 |
| Bear Mountain Capital, Inc. added | 51,079 | $2M | 0.1% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 53,793 | $2M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 52,980 | $2M | 0.1% | 2026-Q1 |
| SENTINEL TRUST CO LBA trimmed | 52,713 | $2M | 0.1% | 2026-Q1 |
| Sumitomo Mitsui DS Asset Management Company, Ltd trimmed | 50,192 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 50,000 | $2M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 49,968 | $2M | 0.1% | 2026-Q1 |
| Prosperity Planning, Inc. added | 48,024 | $2M | 0.1% | 2026-Q1 |
| Greenspring Advisors, LLC added | 45,193 | $2M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 44,381 | $2M | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 44,054 | $2M | 0.1% | 2026-Q1 |
| Eagle Bay Advisors LLC added | 41,799 | $2M | 0.1% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO added | 41,146 | $2M | 0.1% | 2026-Q1 |
| Haven Private, LLC added | 40,546 | $2M | 0.1% | 2026-Q1 |
| LINCOLN NATIONAL CORP added | 680,844 | $28M | 1.6% | 2025-Q1 stale |
| CSM Advisors, LLC | 357,400 | $17M | 1.0% | 2025-Q3 stale |
| Forefront Wealth Partners, LLC new | 196,638 | $9M | 0.5% | 2025-Q3 stale |
| RWA WEALTH PARTNERS, LLC added | 138,650 | $7M | 0.4% | 2025-Q3 stale |
| Strategic Financial Planning, Inc. added | 117,551 | $5M | 0.3% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 97,715 | $4M | 0.2% | 2025-Q1 stale |
| Q3 Asset Management new | 77,137 | $4M | 0.2% | 2025-Q2 stale |
| MARYLAND CAPITAL ADVISORS INC. trimmed | 72,782 | $3M | 0.2% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 54,342 | $2M | 0.1% | 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.
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.