Who owns VSLU (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-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
11 tracked funds added or opened VSLU while 11 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
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 2025-Q4 and 2026-Q1, across 46 tracked filers holding VSLU, 26 increased or opened the position and 16 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 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.
Largest adds
- Crestwood Advisors Group, LLC$30M
- EverSource Wealth Advisors, LLC$21M
- FORTEM FINANCIAL GROUP, LLC$9M
- JPMORGAN CHASE & CO$6M
- Clarion Wealth Managment Partners, LLC$3M
- Jacobi Capital Management LLC$3M
Largest trims
- NOVARE CAPITAL MANAGEMENT LLC$2M
- OneAscent Family Office, LLC$2M
- Newman Dignan & Sheerar, Inc.$2M
- Gibraltar Capital Management, Inc.$1M
- MML INVESTORS SERVICES, LLC$1M
- LPL Financial LLC$894K
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 | 2,824,330 | $118M | 27.9% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 255,076 | $35M | 8.3% | 2026-Q1 |
| NOVARE CAPITAL MANAGEMENT LLC trimmed | 804,077 | $34M | 7.9% | 2026-Q1 |
| Watchman Group, Inc. added | 719,058 | $30M | 7.1% | 2026-Q1 |
| Newman Dignan & Sheerar, Inc. added | 705,983 | $30M | 7.0% | 2026-Q1 |
| Jacobi Capital Management LLC added | 615,985 | $26M | 6.1% | 2026-Q1 |
| Fulton Bank, N.A. added | 356,192 | $15M | 3.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 334,020 | $14M | 3.2% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC added | 278,202 | $12M | 2.7% | 2026-Q1 |
| Clarion Wealth Managment Partners, LLC added | 251,482 | $11M | 2.5% | 2026-Q1 |
| Old Port Advisors added | 248,497 | $10M | 2.5% | 2026-Q1 |
| CROBAN added | 243,118 | $10M | 2.4% | 2026-Q1 |
| FORTEM FINANCIAL GROUP, LLC added | 214,425 | $9M | 2.1% | 2026-Q1 |
| ATWOOD & PALMER INC trimmed | 204,495 | $9M | 2.0% | 2026-Q1 |
| Gibraltar Capital Management, Inc. trimmed | 186,561 | $8M | 1.8% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 153,938 | $6M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 129,147 | $5M | 1.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 107,528 | $4M | 1.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 90,031 | $4M | 0.9% | 2026-Q1 |
| Atlantic Edge Private Wealth Management, LLC added | 84,176 | $4M | 0.8% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 77,087 | $3M | 0.8% | 2026-Q1 |
| Applied Finance Capital Management, LLC | 70,827 | $3M | 0.7% | 2026-Q1 |
| SAXON INTERESTS, INC. added | 61,355 | $3M | 0.6% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 43,777 | $2M | 0.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 41,733 | $2M | 0.4% | 2026-Q1 |
| Tidal Investments LLC added | 32,249 | $1M | 0.3% | 2026-Q1 |
| TECTONIC ADVISORS LLC added | 29,045 | $1M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 27,854 | $1M | 0.3% | 2026-Q1 |
| Accurate Wealth Management, LLC added | 23,773 | $1M | 0.2% | 2026-Q1 |
| OneAscent Family Office, LLC trimmed | 21,566 | $902K | 0.2% | 2026-Q1 |
| BankPlus Trust Department | 20,180 | $844K | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 20,048 | $838K | 0.2% | 2026-Q1 |
| InTrack Investment Management Inc trimmed | 17,021 | $712K | 0.2% | 2026-Q1 |
| PRIVATE TRUST CO NA | 15,949 | $667K | 0.2% | 2026-Q1 |
| Confluence Wealth Services, Inc. trimmed | 15,900 | $665K | 0.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. | 12,313 | $515K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 9,368 | $392K | 0.1% | 2026-Q1 |
| Plan A Wealth LLC | 8,094 | $338K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 7,876 | $329K | 0.1% | 2026-Q1 |
| STEEL GROVE CAPITAL ADVISORS, LLC new | 6,064 | $254K | 0.1% | 2026-Q1 |
| Auxano Advisors, LLC new | 5,398 | $226K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 690 | $29K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 418 | $17K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 153 | $6K | 0.0% | 2026-Q1 |
| PlanVest Financial, Inc new | 25 | $1K | 0.0% | 2026-Q1 |
| Russell Investments Group, Ltd. | 1 | $36 | 0.0% | 2026-Q1 |
| Capital Market Strategies LLC trimmed | 90,244 | $4M | 0.8% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC new | 21,723 | $850K | 0.2% | 2025-Q2 stale |
| GTS SECURITIES LLC trimmed | 10,750 | $476K | 0.1% | 2025-Q4 stale |
| MORGAN STANLEY new | 10,834 | $424K | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 9,774 | $383K | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,323 | $368K | 0.1% | 2025-Q4 stale |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 5,760 | $246K | 0.1% | 2025-Q3 stale |
| Focus Partners Advisor Solutions, LLC new | 5,380 | $235K | 0.1% | 2025-Q3 stale |
| TRUIST FINANCIAL CORP new | 6,393 | $224K | 0.1% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. new | 4,700 | $201K | 0.0% | 2025-Q3 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 821 | $46K | 0.0% | 2025-Q4 stale |
| SouthState Bank Corp | 52 | $2K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 40 | $2K | 0.0% | 2025-Q3 stale |
| Capital A Wealth Management, LLC new | 19 | $665 | 0.0% | 2025-Q1 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.