Who owns VSLU
Which tracked institutional funds hold VSLU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VSLU 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
The tracked-fund tape on VSLU is one-sided between 2026-Q1 and 2026-Q2: 23 added or opened and 4 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
VSLU’s largest tracked holder by dollar value, Crestwood Advisors Group, LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VSLU 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 54 tracked filers holding VSLU, 34 increased or opened the position and 14 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 VSLU 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 2
- WEBSTERROGERS FINANCIAL ADVISORS, LLC$5M
- GTS SECURITIES LLC$531K
Full exits 1
- SAXON INTERESTS, INC.$3M
Largest adds
- Crestwood Advisors Group, LLC$20M
- JPMORGAN CHASE & CO$10M
- Fulton Bank, N.A.$6M
- Jacobi Capital Management LLC$5M
- Watchman Group, Inc.$5M
- Newman Dignan & Sheerar, Inc.$4M
Largest trims
- EverSource Wealth Advisors, LLC$15M
- TRUSTMARK BANK TRUST DEPARTMENT$912K
- ATWOOD & PALMER INC$305K
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 |
|---|---|---|---|---|
| Crestwood Advisors Group, LLC added | 2,986,485 | $138M | 28.7% | 2026-Q2 |
| NOVARE CAPITAL MANAGEMENT LLC trimmed | 751,418 | $35M | 7.2% | 2026-Q2 |
| Watchman Group, Inc. added | 748,065 | $35M | 7.2% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. added | 716,462 | $33M | 6.9% | 2026-Q2 |
| Jacobi Capital Management LLC added | 672,436 | $31M | 6.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 523,897 | $24M | 5.0% | 2026-Q2 |
| Fulton Bank, N.A. added | 448,714 | $21M | 4.3% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 425,032 | $20M | 4.1% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC added | 312,859 | $14M | 3.0% | 2026-Q2 |
| Clarion Wealth Managment Partners, LLC added | 285,970 | $13M | 2.7% | 2026-Q2 |
| Old Port Advisors added | 271,695 | $13M | 2.6% | 2026-Q2 |
| CROBAN added | 243,828 | $11M | 2.3% | 2026-Q2 |
| FORTEM FINANCIAL GROUP, LLC added | 218,501 | $10M | 2.1% | 2026-Q2 |
| Gibraltar Capital Management, Inc. added | 201,823 | $9M | 1.9% | 2026-Q2 |
| ATWOOD & PALMER INC trimmed | 178,279 | $8M | 1.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 132,129 | $6M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 131,747 | $6M | 1.3% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 119,457 | $6M | 1.1% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC new | 110,158 | $5M | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 92,321 | $4M | 0.9% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC trimmed | 83,531 | $4M | 0.8% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 73,694 | $3M | 0.7% | 2026-Q2 |
| Applied Finance Capital Management, LLC | 70,827 | $3M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 48,656 | $2M | 0.5% | 2026-Q2 |
| Tidal Investments LLC added | 43,126 | $2M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 36,996 | $2M | 0.4% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 34,873 | $2M | 0.3% | 2026-Q2 |
| TECTONIC ADVISORS LLC added | 29,362 | $1M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 25,337 | $1M | 0.2% | 2026-Q2 |
| UBS Group AG added | 22,945 | $1M | 0.2% | 2026-Q2 |
| BankPlus Trust Department | 20,180 | $933K | 0.2% | 2026-Q2 |
| OneAscent Family Office, LLC trimmed | 18,986 | $878K | 0.2% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 16,904 | $782K | 0.2% | 2026-Q2 |
| PRIVATE TRUST CO NA | 15,949 | $738K | 0.2% | 2026-Q2 |
| InTrack Investment Management Inc trimmed | 14,333 | $663K | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 12,113 | $560K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC added | 11,476 | $531K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 9,889 | $457K | 0.1% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 8,847 | $409K | 0.1% | 2026-Q2 |
| Plan A Wealth LLC trimmed | 7,936 | $367K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 7,886 | $365K | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC new | 7,093 | $328K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 6,532 | $302K | 0.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,161 | $285K | 0.1% | 2026-Q2 |
| SMITH SHELLNUT WILSON LLC /ADV | 5,895 | $273K | 0.1% | 2026-Q2 |
| Auxano Advisors, LLC | 5,398 | $250K | 0.1% | 2026-Q2 |
| J.P. Marvel Investment Advisors, LLC new | 5,038 | $233K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 4,498 | $208K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 690 | $32K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 418 | $19K | 0.0% | 2026-Q2 |
| KERR FINANCIAL PLANNING Corp new | 132 | $6K | 0.0% | 2026-Q2 |
| PlanVest Financial, Inc | 25 | $1K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC new | 9 | $416 | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. | 1 | $40 | 0.0% | 2026-Q2 |
| SAXON INTERESTS, INC. added | 61,355 | $3M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| STEEL GROVE CAPITAL ADVISORS, LLC new | 6,064 | $254K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 153 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,323 | $368K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 821 | $46K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 5,760 | $246K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Focus Partners Advisor Solutions, LLC new | 5,380 | $235K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Cambridge Investment Research Advisors, Inc. new | 4,700 | $201K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SouthState Bank Corp | 52 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 40 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Capital Market Strategies LLC trimmed | 90,244 | $4M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 21,723 | $850K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC trimmed | 9,774 | $383K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.