Who owns VONV
Which tracked institutional funds hold VONV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VONV 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
The tracked-fund tape on VONV is one-sided between 2026-Q1 and 2026-Q2: 209 added or opened and 49 trimmed or exited — on balance accumulating.
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
VONV’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VONV 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 597 tracked filers holding VONV, 295 increased or opened the position and 229 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 VONV 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 30
- Global Retirement Partners, LLC$38M
- KICKSTAND VENTURES, LLC.$20M
- MARSHALL WACE, LLP$18M
- IFG Advisory, LLC$17M
- ALLIANCEBERNSTEIN L.P.$14M
- NewEdge Advisors, LLC$11M
Full exits 22
- Janney Montgomery Scott LLC$161M
- HighTower Advisors, LLC$47M
- Parkside Financial Bank & Trust$37M
- Thrivent Financial for Lutherans$21M
- Integrated Wealth Concepts LLC$15M
- NATIXIS ADVISORS, LLC$12M
Largest adds
- UBS Group AG$595M
- LPL Financial LLC$426M
- BANK OF AMERICA CORP /DE/$359M
- Phoenix Financial Ltd.$102M
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$93M
- OpenArc Corporate Advisory, LLC$80M
Largest trims
- GOLDMAN SACHS GROUP INC$42M
- Equitable Holdings, Inc.$39M
- Private Advisor Group, LLC$31M
- WELLINGTON MANAGEMENT GROUP LLP$29M
- EverSource Wealth Advisors, LLC$12M
- Allworth Financial LP$10M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| UBS Group AG added | 33,203,874 | $3.5B | 21.9% | 2026-Q2 |
| LPL Financial LLC added | 27,064,856 | $2.9B | 17.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 23,651,197 | $2.5B | 15.6% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 5,977,896 | $636M | 3.9% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 5,723,225 | $608M | 3.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,685,502 | $604M | 3.8% | 2026-Q2 |
| Phoenix Financial Ltd. added | 3,039,300 | $323M | 2.0% | 2026-Q2 |
| Creative Planning trimmed | 2,768,104 | $294M | 1.8% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 2,764,707 | $294M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,396,918 | $255M | 1.6% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 2,362,467 | $251M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,822,306 | $194M | 1.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,767,396 | $188M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 1,694,201 | $180M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,580,126 | $168M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,534,903 | $163M | 1.0% | 2026-Q2 |
| Pathstone Holdings, LLC added | 1,244,115 | $132M | 0.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 1,235,609 | $131M | 0.8% | 2026-Q2 |
| CITIGROUP INC added | 1,099,549 | $117M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,067,984 | $114M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,034,624 | $110M | 0.7% | 2026-Q2 |
| Aaron Wealth Advisors LLC trimmed | 976,287 | $104M | 0.6% | 2026-Q2 |
| Equitable Holdings, Inc. added | 946,765 | $101M | 0.6% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC trimmed | 865,244 | $92M | 0.6% | 2026-Q2 |
| WestHill Financial Advisors, Inc. trimmed | 749,559 | $80M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 703,924 | $75M | 0.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 698,711 | $74M | 0.5% | 2026-Q2 |
| Adventist Health System/ West | 692,800 | $74M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 656,471 | $70M | 0.4% | 2026-Q2 |
| Hapanowicz & Associates Financial Services, Inc trimmed | 614,885 | $65M | 0.4% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 561,004 | $60M | 0.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 556,587 | $59M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 521,732 | $55M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 512,517 | $54M | 0.3% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 509,576 | $54M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 409,360 | $44M | 0.3% | 2026-Q2 |
| Brio Consultants, LLC added | 396,710 | $42M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 380,971 | $41M | 0.3% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT trimmed | 370,066 | $39M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 361,452 | $38M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 359,604 | $38M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 352,163 | $37M | 0.2% | 2026-Q2 |
| Bernardo Wealth Planning LLC added | 341,766 | $36M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 339,628 | $36M | 0.2% | 2026-Q2 |
| Wealth Dimensions Group, Ltd. trimmed | 331,956 | $35M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 328,544 | $35M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 318,543 | $34M | 0.2% | 2026-Q2 |
| M&T Bank Corp added | 310,096 | $33M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 309,246 | $33M | 0.2% | 2026-Q2 |
| Windward Private Wealth Management Inc. added | 308,428 | $33M | 0.2% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 283,702 | $30M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 280,477 | $30M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 277,628 | $30M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 268,207 | $28M | 0.2% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 266,666 | $28M | 0.2% | 2026-Q2 |
| Verdence Capital Advisors LLC trimmed | 266,193 | $28M | 0.2% | 2026-Q2 |
| Centric Wealth Management added | 252,918 | $27M | 0.2% | 2026-Q2 |
| COMMERCE BANK trimmed | 252,250 | $27M | 0.2% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 248,042 | $26M | 0.2% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 237,335 | $25M | 0.2% | 2026-Q2 |
| Financial Synergies Wealth Advisors, Inc. trimmed | 217,227 | $23M | 0.1% | 2026-Q2 |
| Waldron Private Wealth LLC trimmed | 209,590 | $22M | 0.1% | 2026-Q2 |
| Zhang Financial LLC added | 208,518 | $22M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA added | 190,433 | $20M | 0.1% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. added | 183,726 | $20M | 0.1% | 2026-Q2 |
| Arrowroot Family Office, LLC added | 181,373 | $19M | 0.1% | 2026-Q2 |
| Balentine LLC trimmed | 180,082 | $19M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 169,904 | $18M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 155,491 | $17M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 147,214 | $16M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 146,865 | $14M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 145,460 | $15M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 143,529 | $15M | 0.1% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 142,453 | $15M | 0.1% | 2026-Q2 |
| FourThought Financial Partners, LLC added | 140,863 | $15M | 0.1% | 2026-Q2 |
| Advisor OS, LLC added | 138,027 | $15M | 0.1% | 2026-Q2 |
| MJP ASSOCIATES INC /ADV added | 137,590 | $15M | 0.1% | 2026-Q2 |
| Brand Asset Management Group, Inc. added | 133,036 | $14M | 0.1% | 2026-Q2 |
| 71 West Capital Partners added | 130,521 | $14M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 126,048 | $13M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 125,115 | $13M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 125,097 | $13M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 120,493 | $13M | 0.1% | 2026-Q2 |
| &PARTNERS added | 120,258 | $13M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 118,043 | $13M | 0.1% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC added | 115,623 | $12M | 0.1% | 2026-Q2 |
| One Capital Management, LLC | 111,534 | $10M | 0.1% | 2026-Q2 |
| New York Life Investment Management LLC trimmed | 105,850 | $11M | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 104,939 | $11M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 101,819 | $11M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 100,098 | $11M | 0.1% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 99,940 | $11M | 0.1% | 2026-Q2 |
| FIRST MERCHANTS CORP | 97,100 | $10M | 0.1% | 2026-Q2 |
| Fund Evaluation Group, LLC | 96,000 | $10M | 0.1% | 2026-Q2 |
| Boulder Wealth Advisors, LLC added | 91,302 | $10M | 0.1% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 85,387 | $9M | 0.1% | 2026-Q2 |
| Prime Buchholz LLC new | 84,515 | $9M | 0.1% | 2026-Q2 |
| Kera Capital Partners, Inc. added | 83,664 | $9M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 83,112 | $9M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 79,757 | $8M | 0.1% | 2026-Q2 |
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.