Who owns VSMV
Which tracked institutional funds hold VSMV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VSMV 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 VSMV is one-sided between 2026-Q1 and 2026-Q2: 8 added or opened and 2 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
VSMV’s largest tracked holder by dollar value, GREAT VALLEY ADVISOR GROUP, INC., sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VSMV 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 30 tracked filers holding VSMV, 8 increased or opened the position and 17 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 VSMV 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 1
- CITADEL ADVISORS LLC$542K
Full exits 1
- Independent Advisor Alliance$522K
Largest adds
- GREAT VALLEY ADVISOR GROUP, INC.$5M
- VICTORY CAPITAL MANAGEMENT INC$1M
- Tower Wealth Partners, Inc.$752K
- RAYMOND JAMES FINANCIAL INC$707K
- MORGAN STANLEY$455K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$328K
Largest trims
- TWO SIGMA INVESTMENTS, LP$385K
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 |
|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP, INC. added | 936,541 | $56M | 43.1% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC | 331,712 | $20M | 15.3% | 2026-Q2 |
| Tower Wealth Partners, Inc. trimmed | 317,448 | $19M | 14.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 146,419 | $9M | 6.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 95,973 | $6M | 4.4% | 2026-Q2 |
| LPL Financial LLC trimmed | 66,306 | $4M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 57,834 | $3M | 2.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 31,011 | $2M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 26,630 | $2M | 1.2% | 2026-Q2 |
| Trilogy Capital Inc. trimmed | 21,065 | $1M | 1.0% | 2026-Q2 |
| Sovereign Financial Group, Inc. trimmed | 16,824 | $1M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 16,754 | $1M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,786 | $824K | 0.6% | 2026-Q2 |
| Dakota Wealth Management trimmed | 9,242 | $553K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 9,058 | $542K | 0.4% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 6,520 | $390K | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,433 | $385K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 6,364 | $381K | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 5,525 | $330K | 0.3% | 2026-Q2 |
| Valley Financial Group, Inc. | 3,771 | $225K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 2,483 | $148K | 0.1% | 2026-Q2 |
| UBS Group AG added | 1,174 | $70K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 1,111 | $66K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,000 | $60K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 915 | $55K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 739 | $44K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 514 | $31K | 0.0% | 2026-Q2 |
| FMR LLC added | 203 | $12K | 0.0% | 2026-Q2 |
| Abound Wealth Management trimmed | 79 | $5K | 0.0% | 2026-Q2 |
| SUMMIT SECURITIES GROUP LLC | 1 | $60 | 0.0% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 9,222 | $522K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| One Degree Advisors Inc trimmed | 8,165 | $461K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. | 3,785 | $214K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SageView Advisory Group, LLC new | 0 | $1 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Lindenwold Advisors, INC added | 6,786 | $364K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 8,630 | $425K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| LEGACY SOLUTIONS, LLC | 6,230 | $307K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Nova Wealth Management, Inc. | 62 | $3K | 0.0% | 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.