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Institutional Ownership · SEC Form 13F

Who owns VPU (VPU)


Which tracked institutional funds hold VPU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VPU 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.

669
Institutional holders
13,457,660
Shares held (tracked funds)

How the tape is positioned

113 tracked funds added or opened VPU while 49 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

VPU’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 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes VPU more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VPU 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 669 tracked filers holding VPU, 309 increased or opened the position and 257 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 VPU 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 12

  • Nan Shan Life Insurance Co., Ltd.$21M
  • Kinloch Capital, LLC$3M
  • Retireful, LLC$2M
  • RENAISSANCE TECHNOLOGIES LLC$1M
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$1M
  • NewEdge Wealth, LLC$1M

Full exits 18

  • Stratos Wealth Advisors, LLC$8M
  • Proficio Capital Partners LLC$6M
  • IFG Advisory, LLC$5M
  • NewEdge Advisors, LLC$3M
  • Main Street Financial Solutions, LLC$3M
  • CITADEL ADVISORS LLC$3M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$130M
  • WELLS FARGO & COMPANY/MN$29M
  • MORGAN STANLEY$28M
  • BANK OF AMERICA CORP /DE/$21M
  • OSAIC HOLDINGS, INC.$20M
  • Hamilton Wealth, LLC$19M

Largest trims

  • New England Private Wealth Advisors LLC$84M
  • Federation des caisses Desjardins du Quebec$16M
  • BNP PARIBAS FINANCIAL MARKETS$14M
  • CAPTRUST FINANCIAL ADVISORS$10M
  • Quadrature Capital Ltd$7M
  • Aspire Capital Advisors LLC$5M

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added1,212,771$240M10.2%2026-Q1
BANK OF AMERICA CORP /DE/ added1,042,308$207M8.8%2026-Q1
LPL Financial LLC added894,086$177M7.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added713,108$141M6.0%2026-Q1
Beacon Capital Management, Inc. trimmed522,967$104M4.4%2026-Q1
WELLS FARGO & COMPANY/MN added522,241$103M4.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added482,801$96M4.1%2026-Q1
Empower Advisory Group, LLC trimmed382,530$76M3.2%2026-Q1
UBS Group AG added361,457$72M3.1%2026-Q1
OSAIC HOLDINGS, INC. added316,698$63M2.7%2026-Q1
AMERIPRISE FINANCIAL INC trimmed313,645$62M2.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added279,058$55M2.4%2026-Q1
PGIM Custom Harvest LLC added213,276$42M1.8%2026-Q1
Rockefeller Capital Management L.P. added206,532$41M1.7%2026-Q1
Cetera Investment Advisers added188,013$37M1.6%2026-Q1
ROYAL BANK OF CANADA trimmed182,578$36M1.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed182,052$36M1.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed160,640$32M1.4%2026-Q1
Ameritas Advisory Services, LLC trimmed114,715$23M1.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed111,621$22M0.9%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added106,745$21M0.9%2026-Q1
Nan Shan Life Insurance Co., Ltd. trimmed105,964$21M0.9%2026-Q1
STIFEL FINANCIAL CORP trimmed102,050$20M0.9%2026-Q1
Corient Private Wealth LLC trimmed101,798$20M0.9%2026-Q1
MML INVESTORS SERVICES, LLC trimmed98,292$19M0.8%2026-Q1
JPMORGAN CHASE & CO added98,014$19M0.8%2026-Q1
Hamilton Wealth, LLC added95,361$19M0.8%2026-Q1
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed91,058$18M0.8%2026-Q1
Allied Investment Advisors, LLC added89,612$18M0.8%2026-Q1
Unconventional Investor, LLC trimmed79,437$16M0.7%2026-Q1
SWAN Capital LLC added73,440$15M0.6%2026-Q1
Lido Advisors, LLC added73,090$14M0.6%2026-Q1
Nelson Capital Management, LLC added61,505$12M0.5%2026-Q1
Cerity Partners LLC added60,478$12M0.5%2026-Q1
BLAIR WILLIAM & CO/IL added58,648$12M0.5%2026-Q1
VESTOR CAPITAL, LLC added57,478$11M0.5%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added56,553$11M0.5%2026-Q1
HighTower Advisors, LLC added55,646$11M0.5%2026-Q1
American Investment Services, Inc. trimmed53,259$11M0.5%2026-Q1
Pallas Capital Advisors LLC trimmed52,466$10M0.4%2026-Q1
TRUIST FINANCIAL CORP added52,050$10M0.4%2026-Q1
Janney Montgomery Scott LLC added51,840$10M0.4%2026-Q1
Private Advisor Group, LLC trimmed51,389$10M0.4%2026-Q1
HARBOUR INVESTMENTS, INC. added48,865$10M0.4%2026-Q1
Goldstone Financial Group, LLC trimmed48,541$10M0.4%2026-Q1
David Kennon Inc added44,173$9M0.4%2026-Q1
McIlrath & Eck, LLC added42,727$8M0.4%2026-Q1
Greenline Partners, LLC added42,581$8M0.4%2026-Q1
Mariner, LLC added41,205$8M0.3%2026-Q1
Quadrature Capital Ltd trimmed41,157$8M0.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added38,472$8M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added36,817$7M0.3%2026-Q1
Kestra Advisory Services, LLC added36,614$7M0.3%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC trimmed36,592$7M0.3%2026-Q1
Richmond Brothers, Inc. trimmed35,948$7M0.3%2026-Q1
KCM INVESTMENT ADVISORS LLC trimmed35,642$7M0.3%2026-Q1
Creative Planning added32,953$7M0.3%2026-Q1
Foundations Investment Advisors, LLC added32,202$6M0.3%2026-Q1
Bryn Mawr Trust Advisors, LLC trimmed31,838$6M0.3%2026-Q1
Farther Finance Advisors, LLC added30,503$6M0.3%2026-Q1
Porter White Investment Advisors, Inc. trimmed28,601$6M0.2%2026-Q1
Beacon Pointe Advisors, LLC added28,222$6M0.2%2026-Q1
Apollon Financial, LLC added27,078$5M0.2%2026-Q1
BARD ASSOCIATES INC trimmed26,845$5M0.2%2026-Q1
Dakota Wealth Management trimmed26,472$5M0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD trimmed26,000$5M0.2%2026-Q1
Integrated Wealth Concepts LLC added25,903$5M0.2%2026-Q1
Moss Adams Wealth Advisors LLC trimmed25,569$5M0.2%2026-Q1
Visionary Wealth Advisors trimmed24,616$5M0.2%2026-Q1
New England Private Wealth Advisors LLC trimmed24,356$5M0.2%2026-Q1
MRA Advisory Group added24,312$5M0.2%2026-Q1
Venturi Wealth Management, LLC23,779$5M0.2%2026-Q1
Mittelman Wealth Management added23,386$5M0.2%2026-Q1
CWM, LLC trimmed23,017$5M0.2%2026-Q1
Atria Investments, Inc trimmed22,641$4M0.2%2026-Q1
FIFTH THIRD BANCORP added22,055$4M0.2%2026-Q1
Legacy Financial Group LLC added22,047$4M0.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed21,143$4M0.2%2026-Q1
Wilmington Savings Fund Society, FSB20,187$4M0.2%2026-Q1
DMKC Advisory Services, LLC added19,905$4M0.2%2026-Q1
J.W. COLE ADVISORS, INC. added19,876$4M0.2%2026-Q1
U.S. Capital Wealth Advisors, LLC added19,833$4M0.2%2026-Q1
Tranquilli Financial Advisor LLC trimmed19,758$4M0.2%2026-Q1
M&T Bank Corp trimmed19,707$4M0.2%2026-Q1
TD Waterhouse Canada Inc. added19,297$4M0.2%2026-Q1
Reality Financial Planning Services, LLC added19,028$4M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed64,600$11M0.5%2025-Q1 stale
CW Advisors, LLC added52,667$9M0.4%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed51,419$9M0.4%2025-Q2 stale
Stratos Wealth Advisors, LLC added40,943$8M0.3%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed40,811$7M0.3%2025-Q2 stale
Proficio Capital Partners LLC added32,345$6M0.3%2025-Q4 stale
Exchange Capital Management, Inc. added32,423$6M0.2%2025-Q2 stale
IFG Advisory, LLC added27,621$5M0.2%2025-Q4 stale
Tandem Wealth Advisors LLC added28,466$5M0.2%2025-Q2 stale
Freedom Investment Management, Inc. trimmed27,638$5M0.2%2025-Q2 stale
Stonegate Management LLC new24,049$5M0.2%2025-Q3 stale
Gunma Bank,Ltd. trimmed22,946$4M0.2%2025-Q3 stale
FIRST NATIONAL CORP /MA/ /ADV trimmed22,566$4M0.2%2025-Q3 stale
DHK Financial Advisors, Inc. added22,366$4M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership