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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 1,212,771 | $240M | 10.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,042,308 | $207M | 8.8% | 2026-Q1 |
| LPL Financial LLC added | 894,086 | $177M | 7.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 713,108 | $141M | 6.0% | 2026-Q1 |
| Beacon Capital Management, Inc. trimmed | 522,967 | $104M | 4.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 522,241 | $103M | 4.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 482,801 | $96M | 4.1% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 382,530 | $76M | 3.2% | 2026-Q1 |
| UBS Group AG added | 361,457 | $72M | 3.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 316,698 | $63M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 313,645 | $62M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 279,058 | $55M | 2.4% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 213,276 | $42M | 1.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 206,532 | $41M | 1.7% | 2026-Q1 |
| Cetera Investment Advisers added | 188,013 | $37M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 182,578 | $36M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 182,052 | $36M | 1.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 160,640 | $32M | 1.4% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 114,715 | $23M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 111,621 | $22M | 0.9% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 106,745 | $21M | 0.9% | 2026-Q1 |
| Nan Shan Life Insurance Co., Ltd. trimmed | 105,964 | $21M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 102,050 | $20M | 0.9% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 101,798 | $20M | 0.9% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 98,292 | $19M | 0.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 98,014 | $19M | 0.8% | 2026-Q1 |
| Hamilton Wealth, LLC added | 95,361 | $19M | 0.8% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed | 91,058 | $18M | 0.8% | 2026-Q1 |
| Allied Investment Advisors, LLC added | 89,612 | $18M | 0.8% | 2026-Q1 |
| Unconventional Investor, LLC trimmed | 79,437 | $16M | 0.7% | 2026-Q1 |
| SWAN Capital LLC added | 73,440 | $15M | 0.6% | 2026-Q1 |
| Lido Advisors, LLC added | 73,090 | $14M | 0.6% | 2026-Q1 |
| Nelson Capital Management, LLC added | 61,505 | $12M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 60,478 | $12M | 0.5% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 58,648 | $12M | 0.5% | 2026-Q1 |
| VESTOR CAPITAL, LLC added | 57,478 | $11M | 0.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 56,553 | $11M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 55,646 | $11M | 0.5% | 2026-Q1 |
| American Investment Services, Inc. trimmed | 53,259 | $11M | 0.5% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 52,466 | $10M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 52,050 | $10M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 51,840 | $10M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 51,389 | $10M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 48,865 | $10M | 0.4% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 48,541 | $10M | 0.4% | 2026-Q1 |
| David Kennon Inc added | 44,173 | $9M | 0.4% | 2026-Q1 |
| McIlrath & Eck, LLC added | 42,727 | $8M | 0.4% | 2026-Q1 |
| Greenline Partners, LLC added | 42,581 | $8M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 41,205 | $8M | 0.3% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 41,157 | $8M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 38,472 | $8M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 36,817 | $7M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 36,614 | $7M | 0.3% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 36,592 | $7M | 0.3% | 2026-Q1 |
| Richmond Brothers, Inc. trimmed | 35,948 | $7M | 0.3% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC trimmed | 35,642 | $7M | 0.3% | 2026-Q1 |
| Creative Planning added | 32,953 | $7M | 0.3% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 32,202 | $6M | 0.3% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC trimmed | 31,838 | $6M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 30,503 | $6M | 0.3% | 2026-Q1 |
| Porter White Investment Advisors, Inc. trimmed | 28,601 | $6M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 28,222 | $6M | 0.2% | 2026-Q1 |
| Apollon Financial, LLC added | 27,078 | $5M | 0.2% | 2026-Q1 |
| BARD ASSOCIATES INC trimmed | 26,845 | $5M | 0.2% | 2026-Q1 |
| Dakota Wealth Management trimmed | 26,472 | $5M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 26,000 | $5M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 25,903 | $5M | 0.2% | 2026-Q1 |
| Moss Adams Wealth Advisors LLC trimmed | 25,569 | $5M | 0.2% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 24,616 | $5M | 0.2% | 2026-Q1 |
| New England Private Wealth Advisors LLC trimmed | 24,356 | $5M | 0.2% | 2026-Q1 |
| MRA Advisory Group added | 24,312 | $5M | 0.2% | 2026-Q1 |
| Venturi Wealth Management, LLC | 23,779 | $5M | 0.2% | 2026-Q1 |
| Mittelman Wealth Management added | 23,386 | $5M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 23,017 | $5M | 0.2% | 2026-Q1 |
| Atria Investments, Inc trimmed | 22,641 | $4M | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 22,055 | $4M | 0.2% | 2026-Q1 |
| Legacy Financial Group LLC added | 22,047 | $4M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 21,143 | $4M | 0.2% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB | 20,187 | $4M | 0.2% | 2026-Q1 |
| DMKC Advisory Services, LLC added | 19,905 | $4M | 0.2% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 19,876 | $4M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 19,833 | $4M | 0.2% | 2026-Q1 |
| Tranquilli Financial Advisor LLC trimmed | 19,758 | $4M | 0.2% | 2026-Q1 |
| M&T Bank Corp trimmed | 19,707 | $4M | 0.2% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 19,297 | $4M | 0.2% | 2026-Q1 |
| Reality Financial Planning Services, LLC added | 19,028 | $4M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 64,600 | $11M | 0.5% | 2025-Q1 stale |
| CW Advisors, LLC added | 52,667 | $9M | 0.4% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 51,419 | $9M | 0.4% | 2025-Q2 stale |
| Stratos Wealth Advisors, LLC added | 40,943 | $8M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 40,811 | $7M | 0.3% | 2025-Q2 stale |
| Proficio Capital Partners LLC added | 32,345 | $6M | 0.3% | 2025-Q4 stale |
| Exchange Capital Management, Inc. added | 32,423 | $6M | 0.2% | 2025-Q2 stale |
| IFG Advisory, LLC added | 27,621 | $5M | 0.2% | 2025-Q4 stale |
| Tandem Wealth Advisors LLC added | 28,466 | $5M | 0.2% | 2025-Q2 stale |
| Freedom Investment Management, Inc. trimmed | 27,638 | $5M | 0.2% | 2025-Q2 stale |
| Stonegate Management LLC new | 24,049 | $5M | 0.2% | 2025-Q3 stale |
| Gunma Bank,Ltd. trimmed | 22,946 | $4M | 0.2% | 2025-Q3 stale |
| FIRST NATIONAL CORP /MA/ /ADV trimmed | 22,566 | $4M | 0.2% | 2025-Q3 stale |
| DHK Financial Advisors, Inc. added | 22,366 | $4M | 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.