Who owns VO
Which tracked institutional funds hold VO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on VO is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 1622 trimmed or exited — on balance reducing.
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
VO’s largest tracked holder by dollar value, WELLS FARGO & COMPANY/MN, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VO 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 2370 tracked filers holding VO, 1256 increased or opened the position and 880 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 VO 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 1
- WELLINGTON MANAGEMENT GROUP LLP$13M
Full exits 1621
- WELLS FARGO & COMPANY/MN$8.0B
- JONES FINANCIAL COMPANIES LLLP$7.4B
- BANK OF AMERICA CORP /DE/$5.2B
- UBS Group AG$3.8B
- MORGAN STANLEY$2.5B
- Creative Planning$2.4B
Largest adds
- FMR LLC$24M
- BlackRock, Inc.$20M
- AQR CAPITAL MANAGEMENT LLC$9M
- CITADEL ADVISORS LLC$3M
- TUDOR INVESTMENT CORP ET AL$3M
Largest trims
- RENAISSANCE TECHNOLOGIES LLC$944K
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 |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN added | 27,774,784 | $8.0B | 14.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 26,272,163 | $7.4B | 13.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 18,131,075 | $5.2B | 9.3% | 2026-Q1 |
| UBS Group AG added | 13,399,066 | $3.8B | 6.9% | 2026-Q1 |
| MORGAN STANLEY added | 8,634,521 | $2.5B | 4.5% | 2026-Q1 |
| Creative Planning trimmed | 8,310,889 | $2.4B | 4.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 7,515,492 | $2.2B | 3.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,309,032 | $1.8B | 3.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,894,423 | $1.7B | 3.0% | 2026-Q1 |
| US BANCORP \DE\ added | 5,414,562 | $1.6B | 2.8% | 2026-Q1 |
| LPL Financial LLC added | 3,577,437 | $1.0B | 1.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,217,572 | $925M | 1.7% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 9,946,833 | $714M | 1.3% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 2,459,597 | $704M | 1.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 2,358,867 | $677M | 1.2% | 2026-Q1 |
| Mariner, LLC added | 2,133,931 | $613M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,120,982 | $596M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,682,612 | $483M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,664,360 | $478M | 0.9% | 2026-Q1 |
| Allworth Financial LP added | 1,532,524 | $440M | 0.8% | 2026-Q1 |
| JMG Financial Group, Ltd. added | 1,396,617 | $401M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 1,384,756 | $398M | 0.7% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 1,374,859 | $395M | 0.7% | 2026-Q1 |
| Cerity Partners LLC added | 1,332,009 | $384M | 0.7% | 2026-Q1 |
| Nicholas Hoffman & Company, LLC. added | 1,185,900 | $341M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,132,281 | $325M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,086,203 | $312M | 0.6% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 1,055,840 | $303M | 0.5% | 2026-Q1 |
| Midwest Trust Co added | 1,027,699 | $295M | 0.5% | 2026-Q1 |
| Border to Coast Pensions Partnership Ltd trimmed | 1,018,187 | $293M | 0.5% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 4,033,067 | $290M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,005,627 | $289M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 901,190 | $259M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 879,890 | $253M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 798,721 | $229M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 742,197 | $213M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 732,859 | $211M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 725,600 | $208M | 0.4% | 2026-Q1 |
| Clearstead Advisors, LLC added | 709,749 | $204M | 0.4% | 2026-Q1 |
| FMR LLC added | 2,278,245 | $184M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 626,685 | $180M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 619,350 | $178M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 618,508 | $178M | 0.3% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 615,408 | $177M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC added | 597,960 | $172M | 0.3% | 2026-Q1 |
| First Command Advisory Services, Inc. trimmed | 561,597 | $161M | 0.3% | 2026-Q1 |
| 1832 Asset Management L.P. added | 549,716 | $158M | 0.3% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 514,389 | $148M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 494,879 | $140M | 0.3% | 2026-Q1 |
| Joel Isaacson & Co., LLC added | 475,299 | $136M | 0.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 472,704 | $136M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 463,622 | $133M | 0.2% | 2026-Q1 |
| Cullen/Frost Bankers, Inc. added | 441,989 | $127M | 0.2% | 2026-Q1 |
| INVICTUS PRIVATE WEALTH, LLC added | 433,617 | $125M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 1,616,123 | $124M | 0.2% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 421,239 | $121M | 0.2% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 421,239 | $121M | 0.2% | 2026-Q1 |
| Financial Synergies Wealth Advisors, Inc. added | 387,226 | $111M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 384,681 | $110M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 375,949 | $109M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 365,964 | $105M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC added | 358,773 | $103M | 0.2% | 2026-Q1 |
| National Philanthropic Trust added | 356,234 | $102M | 0.2% | 2026-Q1 |
| COUNTRY TRUST BANK added | 356,121 | $102M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 355,422 | $102M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 335,502 | $96M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 333,471 | $96M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 331,136 | $95M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 329,555 | $95M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 327,441 | $94M | 0.2% | 2026-Q1 |
| CENTRAL TRUST Co added | 314,554 | $90M | 0.2% | 2026-Q1 |
| Pine Ridge Advisers LLC | 306,122 | $88M | 0.2% | 2026-Q1 |
| Nadler Financial Group, Inc. added | 299,951 | $86M | 0.2% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 299,831 | $86M | 0.2% | 2026-Q1 |
| CBIZ Investment Advisory Services, LLC trimmed | 297,343 | $85M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 293,738 | $84M | 0.2% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 1,021,155 | $79M | 0.1% | 2026-Q1 |
| &PARTNERS added | 270,338 | $78M | 0.1% | 2026-Q1 |
| ASSETMARK, INC trimmed | 269,885 | $78M | 0.1% | 2026-Q1 |
| PITTENGER & ANDERSON INC trimmed | 261,130 | $75M | 0.1% | 2026-Q1 |
| Betterment LLC added | 258,040 | $74M | 0.1% | 2026-Q1 |
| Smithfield Trust Co added | 254,864 | $73M | 0.1% | 2026-Q1 |
| SilverOak Wealth Management LLC added | 253,783 | $73M | 0.1% | 2026-Q1 |
| Associated Banc-Corp added | 253,498 | $73M | 0.1% | 2026-Q1 |
| Performa Ltd (US), LLC added | 249,449 | $72M | 0.1% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP added | 246,030 | $71M | 0.1% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 245,379 | $70M | 0.1% | 2026-Q1 |
| PDS Planning, Inc added | 233,271 | $67M | 0.1% | 2026-Q1 |
| BlackRock, Inc. added | 810,992 | $65M | 0.1% | 2026-Q2 |
| Thrivent Financial for Lutherans trimmed | 227,222 | $65M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 224,445 | $64M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 215,385 | $62M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 209,756 | $60M | 0.1% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 207,492 | $60M | 0.1% | 2026-Q1 |
| AMG National Trust Bank added | 199,553 | $57M | 0.1% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 193,401 | $56M | 0.1% | 2026-Q1 |
| CIBC Private Wealth Group LLC added | 2,185,156 | $634M | 1.1% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC trimmed | 872,371 | $226M | 0.4% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 295,648 | $86M | 0.2% | 2025-Q4 stale |
| COMERICA BANK trimmed | 199,790 | $58M | 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.