Who owns VRP
Which tracked institutional funds hold VRP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VRP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
48 tracked funds added or opened VRP while 30 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
VRP’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 VRP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VRP 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 255 tracked filers holding VRP, 131 increased or opened the position and 100 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 VRP 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 13
- Insight Wealth Strategies, LLC$23M
- Estate Counselors, LLC$21M
- Kroeger Financial Partners$4M
- Simplicity Wealth,LLC$3M
- DAYMARK WEALTH PARTNERS, LLC$2M
- Cannon Advisors, Inc.$2M
Full exits 17
- HighTower Advisors, LLC$29M
- Janney Montgomery Scott LLC$9M
- PARK AVENUE SECURITIES LLC$9M
- LeClair Wealth Partners LLC$7M
- BOSTON FAMILY OFFICE LLC$6M
- Cambridge Investment Research Advisors, Inc.$4M
Largest adds
- BANK OF AMERICA CORP /DE/$82M
- MORGAN STANLEY$15M
- Spectrum Asset Management, Inc.$8M
- WELLS FARGO & COMPANY/MN$6M
- Mosley Wealth Management$6M
- JANE STREET GROUP, LLC$6M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$4M
- LPL Financial LLC$4M
- Mariner, LLC$3M
- Advisory Alpha, LLC$2M
- PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1M
- JPMORGAN CHASE & CO$1M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 12,168,127 | $296M | 21.4% | 2026-Q2 |
| MORGAN STANLEY added | 9,902,182 | $241M | 17.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,688,601 | $90M | 6.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 2,694,551 | $66M | 4.7% | 2026-Q2 |
| UBS Group AG added | 2,251,040 | $55M | 4.0% | 2026-Q2 |
| STEPHENS INC /AR/ added | 1,641,083 | $40M | 2.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,578,794 | $38M | 2.8% | 2026-Q2 |
| Advisors Capital Management, LLC added | 1,557,556 | $38M | 2.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,238,400 | $30M | 2.2% | 2026-Q2 |
| Insight Wealth Strategies, LLC new | 930,732 | $23M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 904,088 | $22M | 1.6% | 2026-Q2 |
| Estate Counselors, LLC added | 877,991 | $21M | 1.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 818,546 | $20M | 1.4% | 2026-Q2 |
| Mader & Shannon Wealth Management, Inc. added | 723,418 | $18M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 615,177 | $15M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 523,362 | $13M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 504,921 | $12M | 0.9% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 478,808 | $12M | 0.8% | 2026-Q2 |
| Evolution Wealth Advisors, LLC added | 470,496 | $11M | 0.8% | 2026-Q2 |
| Spectrum Asset Management, Inc. added | 445,782 | $11M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 426,541 | $10M | 0.8% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 412,328 | $10M | 0.7% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 399,681 | $10M | 0.7% | 2026-Q2 |
| Matthew Goff Investment Advisor, LLC trimmed | 396,749 | $10M | 0.7% | 2026-Q2 |
| MAI Capital Management trimmed | 390,662 | $9M | 0.7% | 2026-Q2 |
| Westover Capital Advisors, LLC added | 385,907 | $9M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 378,199 | $9M | 0.7% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 360,366 | $9M | 0.6% | 2026-Q2 |
| Avior Wealth Management, LLC added | 351,681 | $9M | 0.6% | 2026-Q2 |
| Windsor Capital Management, LLC added | 343,905 | $8M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 324,211 | $8M | 0.6% | 2026-Q2 |
| Nilsine Partners, LLC added | 307,525 | $7M | 0.5% | 2026-Q2 |
| Blue Water Asset Management added | 298,914 | $7M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 287,482 | $7M | 0.5% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 254,210 | $6M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 251,112 | $6M | 0.4% | 2026-Q2 |
| Mosley Wealth Management added | 245,633 | $6M | 0.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 240,411 | $6M | 0.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 235,821 | $6M | 0.4% | 2026-Q2 |
| FCA CORP /TX added | 223,863 | $5M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 205,873 | $5M | 0.4% | 2026-Q2 |
| WESBANCO BANK INC added | 193,764 | $5M | 0.3% | 2026-Q2 |
| Good Harbor Advisors, Inc. added | 185,996 | $5M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 185,501 | $5M | 0.3% | 2026-Q2 |
| RPg Family Wealth Advisory, LLC added | 177,105 | $4M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 173,305 | $4M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 173,150 | $4M | 0.3% | 2026-Q2 |
| Kroeger Financial Partners new | 169,990 | $4M | 0.3% | 2026-Q2 |
| Addison Capital Co added | 161,006 | $4M | 0.3% | 2026-Q2 |
| WHITTIER TRUST CO added | 157,847 | $4M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 149,173 | $4M | 0.3% | 2026-Q2 |
| &PARTNERS added | 148,844 | $4M | 0.3% | 2026-Q2 |
| Accel Wealth Management added | 143,044 | $3M | 0.3% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 141,478 | $3M | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 140,086 | $3M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 134,772 | $3M | 0.2% | 2026-Q2 |
| NTV Asset Management LLC added | 129,361 | $3M | 0.2% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 128,811 | $3M | 0.2% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 124,753 | $3M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 123,966 | $3M | 0.2% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 123,249 | $3M | 0.2% | 2026-Q2 |
| Apella Capital, LLC added | 118,000 | $3M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC new | 111,668 | $3M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 104,188 | $3M | 0.2% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC added | 103,080 | $3M | 0.2% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 99,693 | $2M | 0.2% | 2026-Q2 |
| DUNCKER STREETT & CO INC trimmed | 99,670 | $2M | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 97,267 | $2M | 0.2% | 2026-Q2 |
| Ranch Capital Advisors Inc. added | 93,020 | $2M | 0.2% | 2026-Q2 |
| Oder Investment Management, LLC added | 90,756 | $2M | 0.2% | 2026-Q2 |
| Fosun International Ltd added | 90,652 | $2M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 90,252 | $2M | 0.2% | 2026-Q2 |
| Seed Wealth Management, Inc. trimmed | 89,215 | $2M | 0.2% | 2026-Q2 |
| Cannon Advisors, Inc. new | 88,699 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 88,181 | $2M | 0.2% | 2026-Q2 |
| HUB Investment Partners, LLC trimmed | 85,900 | $2M | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 84,819 | $2M | 0.1% | 2026-Q2 |
| Fiduciary Trust Co new | 82,471 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 80,155 | $2M | 0.1% | 2026-Q2 |
| Advisory Resource Group added | 77,689 | $2M | 0.1% | 2026-Q2 |
| Brick & Kyle, Associates | 76,635 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 74,935 | $2M | 0.1% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 74,408 | $2M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 72,965 | $2M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC added | 71,601 | $2M | 0.1% | 2026-Q2 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 71,012 | $2M | 0.1% | 2026-Q2 |
| DEARBORN PARTNERS LLC | 69,020 | $2M | 0.1% | 2026-Q2 |
| Midwest Trust Co added | 68,900 | $2M | 0.1% | 2026-Q2 |
| BLUE JEAN FINANCIAL LLC added | 68,140 | $2M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 65,672 | $2M | 0.1% | 2026-Q2 |
| Mezzasalma Advisors, LLC new | 65,558 | $2M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 63,203 | $2M | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 59,999 | $1M | 0.1% | 2026-Q2 |
| JAMES INVESTMENT RESEARCH, INC. | 57,925 | $1M | 0.1% | 2026-Q2 |
| Stelac Advisory Services LLC | 52,422 | $1M | 0.1% | 2026-Q2 |
| Clear Harbor Asset Management, LLC added | 42,275 | $1M | 0.1% | 2026-Q2 |
| Alpine Bank Wealth Management added | 40,056 | $974K | 0.1% | 2026-Q2 |
| Bristlecone Value Partners, LLC added | 38,832 | $944K | 0.1% | 2026-Q2 |
| AlphaCore Capital LLC added | 37,773 | $918K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 37,328 | $907K | 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.