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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 35,460,775 | $8.9B | 12.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 24,858,319 | $6.2B | 8.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 17,926,522 | $4.5B | 6.3% | 2026-Q1 |
| STATE STREET CORP added | 15,826,560 | $4.0B | 5.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,879,850 | $2.7B | 3.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 8,416,966 | $2.1B | 2.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 7,861,148 | $2.0B | 2.8% | 2026-Q1 |
| MORGAN STANLEY added | 6,655,117 | $1.7B | 2.3% | 2026-Q1 |
| Invesco Ltd. added | 6,479,309 | $1.6B | 2.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 6,065,726 | $1.4B | 2.0% | 2026-Q1 |
| UBS Group AG added | 5,448,573 | $1.4B | 1.9% | 2026-Q1 |
| FMR LLC trimmed | 5,413,629 | $1.4B | 1.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,586,953 | $899M | 1.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 3,326,325 | $834M | 1.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,324,035 | $833M | 1.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,957,829 | $741M | 1.0% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 2,709,276 | $679M | 0.9% | 2026-Q1 |
| Nuveen, LLC trimmed | 2,676,457 | $671M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,669,884 | $669M | 0.9% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 2,614,702 | $655M | 0.9% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,672,116 | $655M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,569,810 | $644M | 0.9% | 2026-Q1 |
| ALKEON CAPITAL MANAGEMENT LLC added | 2,501,980 | $627M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 2,421,808 | $606M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,410,642 | $604M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,277,758 | $571M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,207,244 | $553M | 0.8% | 2026-Q1 |
| COOPERMAN LEON G | 2,157,789 | $541M | 0.8% | 2026-Q1 |
| Legal & General Group Plc added | 2,115,523 | $530M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,089,328 | $524M | 0.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,072,504 | $519M | 0.7% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 2,058,028 | $516M | 0.7% | 2026-Q1 |
| Value Aligned Research Advisors, LLC trimmed | 1,939,869 | $486M | 0.7% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP trimmed | 1,921,696 | $482M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,962,531 | $477M | 0.7% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 1,770,187 | $444M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,588,186 | $398M | 0.6% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,557,584 | $390M | 0.5% | 2026-Q1 |
| Polar Capital Holdings Plc added | 1,540,959 | $386M | 0.5% | 2026-Q1 |
| Amundi trimmed | 1,404,922 | $352M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,296,169 | $325M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,211,910 | $304M | 0.4% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 1,189,618 | $298M | 0.4% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 1,181,144 | $296M | 0.4% | 2026-Q1 |
| NORGES BANK trimmed | 3,826,698 | $276M | 0.4% | 2026-Q1 |
| Impax Asset Management Group plc trimmed | 1,084,483 | $272M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 1,065,900 | $267M | 0.4% | 2026-Q1 |
| Mirova US LLC added | 1,022,714 | $256M | 0.4% | 2026-Q1 |
| Darsana Capital Partners LP trimmed | 1,000,000 | $251M | 0.4% | 2026-Q1 |
| COATUE MANAGEMENT LLC added | 981,633 | $246M | 0.3% | 2026-Q1 |
| NEW SOUTH CAPITAL MANAGEMENT INC trimmed | 977,210 | $245M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 967,990 | $243M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 930,685 | $241M | 0.3% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 911,930 | $229M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 885,877 | $222M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 874,359 | $219M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 865,412 | $217M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 865,061 | $217M | 0.3% | 2026-Q1 |
| Winslow Capital Management, LLC added | 864,727 | $217M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 860,668 | $216M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 844,430 | $212M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 841,784 | $211M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 823,943 | $206M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 772,033 | $193M | 0.3% | 2026-Q1 |
| ROYAL LONDON ASSET MANAGEMENT LTD trimmed | 761,668 | $191M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 761,621 | $191M | 0.3% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 724,040 | $181M | 0.3% | 2026-Q1 |
| Robeco Schweiz AG trimmed | 722,999 | $181M | 0.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 713,038 | $179M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 709,114 | $178M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 708,646 | $178M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 682,743 | $171M | 0.2% | 2026-Q1 |
| Atika Capital Management LLC added | 666,100 | $167M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 653,571 | $164M | 0.2% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 649,982 | $163M | 0.2% | 2026-Q1 |
| SG Americas Securities, LLC added | 642,290 | $161M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 644,854 | $159M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 622,262 | $156M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 599,257 | $150M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 590,134 | $148M | 0.2% | 2026-Q1 |
| National Pension Service trimmed | 580,325 | $145M | 0.2% | 2026-Q1 |
| CORSAIR CAPITAL MANAGEMENT, L.P. trimmed | 577,152 | $145M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 569,168 | $143M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 567,581 | $142M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 556,351 | $139M | 0.2% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 552,093 | $138M | 0.2% | 2026-Q1 |
| OP Asset Management Ltd trimmed | 477,425 | $138M | 0.2% | 2026-Q1 |
| TCW GROUP INC trimmed | 539,937 | $135M | 0.2% | 2026-Q1 |
| LOCUST WOOD CAPITAL ADVISERS, LLC trimmed | 536,933 | $135M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 518,952 | $130M | 0.2% | 2026-Q1 |
| Cannell & Spears LLC trimmed | 515,145 | $129M | 0.2% | 2026-Q1 |
| Swedbank AB added | 501,259 | $126M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 497,820 | $125M | 0.2% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 489,719 | $123M | 0.2% | 2026-Q1 |
| Korea Investment CORP added | 485,289 | $122M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 479,432 | $120M | 0.2% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 476,038 | $119M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 38,258,636 | $6.2B | 8.7% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 1,487,660 | $241M | 0.3% | 2025-Q4 stale |
| Castle Hook Partners LP trimmed | 1,227,072 | $185M | 0.3% | 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.
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.