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Institutional Ownership · SEC Form 13F

Who owns VRT (VRT)


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

1,820
Institutional holders
317,384,676
Shares held (tracked funds)
83.0%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on VRT is one-sided between 2025-Q4 and 2026-Q1: 1024 added or opened and 191 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

VRT’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes VRT more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in VRT 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 1819 tracked filers holding VRT, 1028 increased or opened the position and 788 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

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 VRT 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 141

  • VANGUARD CAPITAL MANAGEMENT LLC$6.2B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$4.5B
  • VANGUARD FIDUCIARY TRUST CO$553M
  • Vanguard Global Advisers, LLC$211M
  • VANGUARD ASSET MANAGEMENT, Ltd$164M
  • CIBC Bancorp USA Inc.$97M

Full exits 96

  • VANGUARD GROUP INC$6.2B
  • Qube Research & Technologies Ltd$241M
  • Schonfeld Strategic Advisors LLC$60M
  • CIBC Private Wealth Group LLC$56M
  • Freestone Grove Partners LP$54M
  • Cartenna Capital, LP$41M

Largest adds

  • BlackRock, Inc.$3.7B
  • STATE STREET CORP$2.6B
  • GEODE CAPITAL MANAGEMENT, LLC$1.6B
  • PRICE T ROWE ASSOCIATES INC /MD/$879M
  • UBS Group AG$844M
  • JPMORGAN CHASE & CO$771M

Largest trims

  • JANE STREET GROUP, LLC$544M
  • NORGES BANK$532M
  • MARSHALL WACE, LLP$422M
  • MILLENNIUM MANAGEMENT LLC$264M
  • Hudson Bay Capital Management LP$154M
  • CITADEL ADVISORS LLC$102M

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
BlackRock, Inc. added35,460,775$8.9B12.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new24,858,319$6.2B8.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new17,926,522$4.5B6.3%2026-Q1
STATE STREET CORP added15,826,560$4.0B5.5%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added10,879,850$2.7B3.8%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed8,416,966$2.1B2.9%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added7,861,148$2.0B2.8%2026-Q1
MORGAN STANLEY added6,655,117$1.7B2.3%2026-Q1
Invesco Ltd. added6,479,309$1.6B2.3%2026-Q1
JPMORGAN CHASE & CO added6,065,726$1.4B2.0%2026-Q1
UBS Group AG added5,448,573$1.4B1.9%2026-Q1
FMR LLC trimmed5,413,629$1.4B1.9%2026-Q1
NORTHERN TRUST CORP added3,586,953$899M1.3%2026-Q1
AMERICAN CENTURY COMPANIES INC added3,326,325$834M1.2%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed3,324,035$833M1.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added2,957,829$741M1.0%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added2,709,276$679M0.9%2026-Q1
Nuveen, LLC trimmed2,676,457$671M0.9%2026-Q1
AMERIPRISE FINANCIAL INC trimmed2,669,884$669M0.9%2026-Q1
Clearbridge Investments, LLC trimmed2,614,702$655M0.9%2026-Q1
AQR CAPITAL MANAGEMENT LLC added2,672,116$655M0.9%2026-Q1
GOLDMAN SACHS GROUP INC added2,569,810$644M0.9%2026-Q1
ALKEON CAPITAL MANAGEMENT LLC added2,501,980$627M0.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed2,421,808$606M0.8%2026-Q1
Bank of New York Mellon Corp added2,410,642$604M0.8%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added2,277,758$571M0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new2,207,244$553M0.8%2026-Q1
COOPERMAN LEON G2,157,789$541M0.8%2026-Q1
Legal & General Group Plc added2,115,523$530M0.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,089,328$524M0.7%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added2,072,504$519M0.7%2026-Q1
Robeco Institutional Asset Management B.V. added2,058,028$516M0.7%2026-Q1
Value Aligned Research Advisors, LLC trimmed1,939,869$486M0.7%2026-Q1
WESTFIELD CAPITAL MANAGEMENT CO LP trimmed1,921,696$482M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,962,531$477M0.7%2026-Q1
FEDERATED HERMES, INC. added1,770,187$444M0.6%2026-Q1
DEUTSCHE BANK AG\ trimmed1,588,186$398M0.6%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added1,557,584$390M0.5%2026-Q1
Polar Capital Holdings Plc added1,540,959$386M0.5%2026-Q1
Amundi trimmed1,404,922$352M0.5%2026-Q1
FRANKLIN RESOURCES INC added1,296,169$325M0.5%2026-Q1
ROYAL BANK OF CANADA added1,211,910$304M0.4%2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC. added1,189,618$298M0.4%2026-Q1
BAMCO INC /NY/ trimmed1,181,144$296M0.4%2026-Q1
NORGES BANK trimmed3,826,698$276M0.4%2026-Q1
Impax Asset Management Group plc trimmed1,084,483$272M0.4%2026-Q1
Swiss National Bank added1,065,900$267M0.4%2026-Q1
Mirova US LLC added1,022,714$256M0.4%2026-Q1
Darsana Capital Partners LP trimmed1,000,000$251M0.4%2026-Q1
COATUE MANAGEMENT LLC added981,633$246M0.3%2026-Q1
NEW SOUTH CAPITAL MANAGEMENT INC trimmed977,210$245M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed967,990$243M0.3%2026-Q1
Allspring Global Investments Holdings, LLC added930,685$241M0.3%2026-Q1
BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed911,930$229M0.3%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed885,877$222M0.3%2026-Q1
HSBC HOLDINGS PLC added874,359$219M0.3%2026-Q1
JANUS HENDERSON GROUP PLC trimmed865,412$217M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added865,061$217M0.3%2026-Q1
Winslow Capital Management, LLC added864,727$217M0.3%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD trimmed860,668$216M0.3%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added844,430$212M0.3%2026-Q1
Vanguard Global Advisers, LLC new841,784$211M0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added823,943$206M0.3%2026-Q1
LPL Financial LLC added772,033$193M0.3%2026-Q1
ROYAL LONDON ASSET MANAGEMENT LTD trimmed761,668$191M0.3%2026-Q1
BARCLAYS PLC added761,621$191M0.3%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) trimmed724,040$181M0.3%2026-Q1
Robeco Schweiz AG trimmed722,999$181M0.3%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added713,038$179M0.2%2026-Q1
California Public Employees Retirement System trimmed709,114$178M0.2%2026-Q1
RHUMBLINE ADVISERS added708,646$178M0.2%2026-Q1
US BANCORP \DE\ trimmed682,743$171M0.2%2026-Q1
Atika Capital Management LLC added666,100$167M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new653,571$164M0.2%2026-Q1
1832 Asset Management L.P. trimmed649,982$163M0.2%2026-Q1
SG Americas Securities, LLC added642,290$161M0.2%2026-Q1
DekaBank Deutsche Girozentrale644,854$159M0.2%2026-Q1
STIFEL FINANCIAL CORP trimmed622,262$156M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added599,257$150M0.2%2026-Q1
Ensign Peak Advisors, Inc added590,134$148M0.2%2026-Q1
National Pension Service trimmed580,325$145M0.2%2026-Q1
CORSAIR CAPITAL MANAGEMENT, L.P. trimmed577,152$145M0.2%2026-Q1
CITIGROUP INC trimmed569,168$143M0.2%2026-Q1
SEI INVESTMENTS CO added567,581$142M0.2%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed556,351$139M0.2%2026-Q1
FIRST MANHATTAN CO. LLC. trimmed552,093$138M0.2%2026-Q1
OP Asset Management Ltd trimmed477,425$138M0.2%2026-Q1
TCW GROUP INC trimmed539,937$135M0.2%2026-Q1
LOCUST WOOD CAPITAL ADVISERS, LLC trimmed536,933$135M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed518,952$130M0.2%2026-Q1
Cannell & Spears LLC trimmed515,145$129M0.2%2026-Q1
Swedbank AB added501,259$126M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added497,820$125M0.2%2026-Q1
Stephens Investment Management Group LLC trimmed489,719$123M0.2%2026-Q1
Korea Investment CORP added485,289$122M0.2%2026-Q1
PANAGORA ASSET MANAGEMENT INC trimmed479,432$120M0.2%2026-Q1
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed476,038$119M0.2%2026-Q1
VANGUARD GROUP INC trimmed38,258,636$6.2B8.7%2025-Q4 stale
Qube Research & Technologies Ltd added1,487,660$241M0.3%2025-Q4 stale
Castle Hook Partners LP trimmed1,227,072$185M0.3%2025-Q3 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