Who owns VOT (VOT)
Which tracked institutional funds hold VOT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VOT 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
100 tracked funds added or opened VOT while 271 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
VOT’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes VOT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VOT 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 1047 tracked filers holding VOT, 473 increased or opened the position and 444 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 VOT 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 31
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$139M
- CIBC Bancorp USA Inc.$49M
- Sharp Wealth Advisory, LLC$29M
- Junk Investment Group, LLC$8M
- Arch Global Advisors, LLC$5M
- Talon Private Wealth, LLC$5M
Full exits 40
- CIBC Private Wealth Group LLC$49M
- Ocean Park Asset Management, LLC$11M
- COMERICA BANK$10M
- Capital Investment Counsel, LLC$7M
- MMA ASSET MANAGEMENT LLC$6M
- Keel Point, LLC$4M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$215M
- STEPHENS GROUP ASSET MANAGEMENT, LLC$43M
- JONES FINANCIAL COMPANIES LLLP$15M
- Axiom Financial Strategies, LLC$9M
- FIFTH THIRD BANCORP$8M
- INSPIRION WEALTH ADVISORS, LLC$8M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$167M
- ROYAL BANK OF CANADA$166M
- ASSETMARK, INC$68M
- MORGAN STANLEY$62M
- Equitable Holdings, Inc.$43M
- Rockefeller Capital Management L.P.$34M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 2,981,930 | $767M | 9.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,157,636 | $555M | 6.6% | 2026-Q1 |
| ASSETMARK, INC trimmed | 2,141,628 | $551M | 6.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,674,562 | $431M | 5.2% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 1,551,126 | $399M | 4.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,282,983 | $330M | 3.9% | 2026-Q1 |
| UBS Group AG added | 1,119,923 | $288M | 3.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,114,697 | $287M | 3.4% | 2026-Q1 |
| Truepoint, Inc. added | 1,105,967 | $285M | 3.4% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 1,042,640 | $268M | 3.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,036,302 | $262M | 3.1% | 2026-Q1 |
| LPL Financial LLC added | 900,988 | $232M | 2.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 871,783 | $224M | 2.7% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 717,522 | $185M | 2.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 711,923 | $183M | 2.2% | 2026-Q1 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 660,319 | $170M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 544,506 | $140M | 1.7% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 541,051 | $139M | 1.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 513,751 | $132M | 1.6% | 2026-Q1 |
| Avior Wealth Management, LLC added | 357,505 | $92M | 1.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 328,146 | $84M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 345,762 | $83M | 1.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 277,422 | $71M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 276,854 | $71M | 0.9% | 2026-Q1 |
| Busey Bank added | 272,682 | $70M | 0.8% | 2026-Q1 |
| FMR LLC added | 251,827 | $65M | 0.8% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 240,640 | $62M | 0.7% | 2026-Q1 |
| Orgel Wealth Management, LLC added | 219,081 | $56M | 0.7% | 2026-Q1 |
| McAdam, LLC added | 208,751 | $54M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 206,140 | $53M | 0.6% | 2026-Q1 |
| US BANCORP \DE\ added | 201,988 | $52M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 194,570 | $50M | 0.6% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 191,261 | $49M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 184,290 | $47M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 170,872 | $44M | 0.5% | 2026-Q1 |
| 1832 Asset Management L.P. added | 167,203 | $43M | 0.5% | 2026-Q1 |
| Trust Co added | 159,559 | $41M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 163,981 | $41M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 155,125 | $40M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 154,306 | $40M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 150,796 | $39M | 0.5% | 2026-Q1 |
| KWMG, LLC added | 142,518 | $37M | 0.4% | 2026-Q1 |
| Creative Planning added | 141,817 | $36M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 137,840 | $36M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 129,031 | $33M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 127,826 | $33M | 0.4% | 2026-Q1 |
| CWM, LLC trimmed | 120,960 | $31M | 0.4% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 113,184 | $29M | 0.3% | 2026-Q1 |
| Sharp Wealth Advisory, LLC new | 112,085 | $29M | 0.3% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 106,626 | $27M | 0.3% | 2026-Q1 |
| Rodgers & Associates, LTD added | 106,271 | $27M | 0.3% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB trimmed | 104,525 | $27M | 0.3% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC trimmed | 104,402 | $27M | 0.3% | 2026-Q1 |
| PRESILIUM PRIVATE WEALTH, LLC added | 104,402 | $27M | 0.3% | 2026-Q1 |
| WoodTrust Financial Corp trimmed | 98,569 | $25M | 0.3% | 2026-Q1 |
| BHK Investment Advisors, LLC added | 97,828 | $25M | 0.3% | 2026-Q1 |
| Dakota Wealth Management added | 97,686 | $25M | 0.3% | 2026-Q1 |
| Adventist Health System/ West | 96,768 | $25M | 0.3% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC trimmed | 94,823 | $24M | 0.3% | 2026-Q1 |
| Associated Banc-Corp added | 92,668 | $24M | 0.3% | 2026-Q1 |
| Betterment LLC added | 90,629 | $23M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 88,835 | $23M | 0.3% | 2026-Q1 |
| Axiom Financial Strategies, LLC added | 89,466 | $23M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 88,735 | $23M | 0.3% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 84,223 | $23M | 0.3% | 2026-Q1 |
| AIRE ADVISORS, LLC added | 88,407 | $23M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 88,364 | $23M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 85,868 | $22M | 0.3% | 2026-Q1 |
| Glenview Trust Co trimmed | 84,910 | $22M | 0.3% | 2026-Q1 |
| Black Diamond Financial, LLC trimmed | 82,972 | $21M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 80,285 | $21M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 64,019 | $20M | 0.2% | 2026-Q1 |
| MAI Capital Management added | 77,094 | $20M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 76,163 | $20M | 0.2% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC added | 73,754 | $19M | 0.2% | 2026-Q1 |
| &PARTNERS added | 73,021 | $19M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 67,409 | $17M | 0.2% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 65,576 | $17M | 0.2% | 2026-Q1 |
| HRC WEALTH MANAGEMENT, LLC added | 63,850 | $16M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 63,230 | $16M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 63,194 | $16M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. added | 62,560 | $16M | 0.2% | 2026-Q1 |
| Marion Wealth Management added | 60,378 | $16M | 0.2% | 2026-Q1 |
| Strategic Investment Advisors / MI added | 59,617 | $15M | 0.2% | 2026-Q1 |
| Opes Wealth Management LLC added | 56,473 | $15M | 0.2% | 2026-Q1 |
| GREENUP STREET WEALTH MANAGEMENT LLC added | 55,915 | $14M | 0.2% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 55,806 | $14M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 54,919 | $14M | 0.2% | 2026-Q1 |
| COMMERCE BANK added | 53,970 | $14M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 53,945 | $14M | 0.2% | 2026-Q1 |
| Clayton Financial Group LLC added | 52,570 | $14M | 0.2% | 2026-Q1 |
| Meramec Financial Planners, LLC trimmed | 46,851 | $13M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 51,579 | $13M | 0.2% | 2026-Q1 |
| Payne Capital Management, LLC added | 50,864 | $13M | 0.2% | 2026-Q1 |
| Advisory Alpha, LLC added | 49,979 | $13M | 0.2% | 2026-Q1 |
| Roberts Financial Services LLC trimmed | 49,565 | $13M | 0.2% | 2026-Q1 |
| CIBC Private Wealth Group LLC added | 174,148 | $49M | 0.6% | 2025-Q4 stale |
| Systelligence, LLC added | 71,363 | $21M | 0.3% | 2025-Q3 stale |
| SYNOVUS FINANCIAL CORP trimmed | 57,764 | $17M | 0.2% | 2025-Q3 stale |
| First Horizon Advisors, Inc. trimmed | 47,677 | $14M | 0.2% | 2025-Q2 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.