Who owns VONG (VONG)
Which tracked institutional funds hold VONG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VONG 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
123 tracked funds added or opened VONG while 267 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
VONG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.0pp gap the other way — the median holder sizes VONG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VONG 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 857 tracked filers holding VONG, 429 increased or opened the position and 348 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 VONG 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 33
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$621M
- CIBC Bancorp USA Inc.$40M
- NICOLET BANKSHARES INC$29M
- Spartan Wealth Advisory Services LLC$12M
- RENAISSANCE TECHNOLOGIES LLC$9M
- BTG Pactual Asset Management US LLC$8M
Full exits 44
- SageView Advisory Group, LLC$247M
- Quent Long Short Global Small Cap Fund, LP$128M
- COMERICA BANK$82M
- NewEdge Advisors, LLC$43M
- MIdWestOne Financial Group, Inc.$32M
- Tolleson Wealth Management, Inc.$28M
Largest adds
- UBS Group AG$2.7B
- BANK OF AMERICA CORP /DE/$2.1B
- LPL Financial LLC$846M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$445M
- Creative Planning$221M
- ENVESTNET ASSET MANAGEMENT INC$139M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$540M
- Cetera Investment Advisers$202M
- TWO SIGMA INVESTMENTS, LP$55M
- WELLS FARGO & COMPANY/MN$50M
- Sequoia Financial Advisors, LLC$50M
- AMERIPRISE FINANCIAL INC$48M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 76,119,779 | $8.3B | 31.0% | 2026-Q1 |
| UBS Group AG added | 28,823,535 | $3.2B | 11.7% | 2026-Q1 |
| LPL Financial LLC added | 16,782,350 | $1.8B | 6.8% | 2026-Q1 |
| MORGAN STANLEY added | 9,736,578 | $1.1B | 4.0% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 9,492,332 | $1.0B | 3.9% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 5,659,298 | $621M | 2.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 5,184,899 | $569M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,066,913 | $556M | 2.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,240,387 | $465M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,975,193 | $436M | 1.6% | 2026-Q1 |
| CITIGROUP INC added | 3,592,959 | $394M | 1.5% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 3,481,927 | $382M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,114,782 | $342M | 1.3% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 1,556,697 | $329M | 1.2% | 2026-Q1 |
| Creative Planning added | 2,150,175 | $236M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,014,742 | $221M | 0.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,077,244 | $221M | 0.8% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,954,543 | $214M | 0.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,870,728 | $205M | 0.8% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,803,853 | $198M | 0.7% | 2026-Q1 |
| JABODON PT CO added | 1,634,211 | $179M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,382,090 | $152M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,308,614 | $144M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,288,656 | $141M | 0.5% | 2026-Q1 |
| Pathstone Holdings, LLC added | 1,251,581 | $137M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,247,760 | $137M | 0.5% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,131,214 | $124M | 0.5% | 2026-Q1 |
| Quent Capital, LLC added | 1,095,021 | $120M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 1,073,317 | $118M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 991,753 | $109M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,007,536 | $107M | 0.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 960,375 | $105M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC added | 907,508 | $99M | 0.4% | 2026-Q1 |
| Aaron Wealth Advisors LLC added | 863,072 | $95M | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 846,825 | $93M | 0.3% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 775,133 | $85M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 720,571 | $79M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 716,080 | $79M | 0.3% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC added | 695,315 | $76M | 0.3% | 2026-Q1 |
| LPWM LLC added | 660,553 | $72M | 0.3% | 2026-Q1 |
| WestHill Financial Advisors, Inc. added | 654,798 | $72M | 0.3% | 2026-Q1 |
| Wealthquest Corp | 582,273 | $71M | 0.3% | 2026-Q1 |
| 93 Financial Group, LLC added | 599,199 | $66M | 0.2% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 581,773 | $64M | 0.2% | 2026-Q1 |
| Waldron Private Wealth LLC added | 546,367 | $60M | 0.2% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 537,037 | $59M | 0.2% | 2026-Q1 |
| VALLEY WEALTH MANAGERS, INC. added | 531,649 | $58M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 588,709 | $58M | 0.2% | 2026-Q1 |
| Hapanowicz & Associates Financial Services, Inc added | 527,960 | $58M | 0.2% | 2026-Q1 |
| Nadler Financial Group, Inc. trimmed | 521,411 | $57M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC added | 499,341 | $55M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 464,754 | $51M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 457,066 | $50M | 0.2% | 2026-Q1 |
| Alliance Wealth Advisors, LLC /UT added | 454,592 | $50M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 441,472 | $48M | 0.2% | 2026-Q1 |
| Snowden Capital Advisors LLC added | 440,360 | $48M | 0.2% | 2026-Q1 |
| One Capital Management, LLC added | 416,362 | $46M | 0.2% | 2026-Q1 |
| Apella Capital, LLC added | 355,648 | $44M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 391,535 | $43M | 0.2% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 386,161 | $42M | 0.2% | 2026-Q1 |
| CITIZENS & NORTHERN CORP added | 384,641 | $42M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 375,591 | $41M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 366,453 | $40M | 0.1% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 359,732 | $39M | 0.1% | 2026-Q1 |
| COMMERCE BANK added | 359,470 | $39M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 355,836 | $39M | 0.1% | 2026-Q1 |
| Pacific Life Fund Advisors LLC added | 345,222 | $38M | 0.1% | 2026-Q1 |
| Wealthspire Retirement, LLC added | 339,365 | $37M | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 330,905 | $36M | 0.1% | 2026-Q1 |
| LVW Advisors, LLC trimmed | 319,679 | $35M | 0.1% | 2026-Q1 |
| Steele Capital Management, Inc. added | 306,128 | $34M | 0.1% | 2026-Q1 |
| Windward Private Wealth Management Inc. added | 300,323 | $33M | 0.1% | 2026-Q1 |
| Cynosure Group, LLC added | 262,913 | $32M | 0.1% | 2026-Q1 |
| Atlantic Union Bankshares Corp added | 291,387 | $32M | 0.1% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 290,288 | $32M | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA added | 290,126 | $31M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 279,252 | $31M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 275,151 | $30M | 0.1% | 2026-Q1 |
| NICOLET BANKSHARES INC new | 265,499 | $29M | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 263,711 | $29M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 252,935 | $28M | 0.1% | 2026-Q1 |
| Summit Financial Strategies, Inc. added | 248,740 | $27M | 0.1% | 2026-Q1 |
| Highland Financial Advisors, LLC added | 246,834 | $27M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 240,818 | $27M | 0.1% | 2026-Q1 |
| Haverford Trust Co added | 236,938 | $26M | 0.1% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 235,754 | $26M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 221,330 | $24M | 0.1% | 2026-Q1 |
| &PARTNERS added | 218,649 | $24M | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 10,133,619 | $1.1B | 4.1% | 2025-Q2 stale |
| SageView Advisory Group, LLC trimmed | 2,027,559 | $247M | 0.9% | 2025-Q4 stale |
| Quent Long Short Global Small Cap Fund, LP new | 1,053,250 | $128M | 0.5% | 2025-Q4 stale |
| COMERICA BANK trimmed | 673,006 | $82M | 0.3% | 2025-Q4 stale |
| CW Advisors, LLC trimmed | 469,420 | $51M | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 354,319 | $43M | 0.2% | 2025-Q4 stale |
| CAROLINAS WEALTH CONSULTING LLC trimmed | 461,247 | $37M | 0.1% | 2025-Q1 stale |
| Summit X, LLC added | 326,178 | $36M | 0.1% | 2025-Q2 stale |
| MIdWestOne Financial Group, Inc. added | 264,062 | $32M | 0.1% | 2025-Q4 stale |
| COUNTRY CLUB BANK added | 251,409 | $30M | 0.1% | 2025-Q3 stale |
| Tolleson Wealth Management, Inc. | 230,015 | $28M | 0.1% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC added | 224,998 | $27M | 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.