Who owns VT
Which tracked institutional funds hold VT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 VT is one-sided between 2026-Q1 and 2026-Q2: 458 added or opened and 103 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
VT’s largest tracked holder by dollar value, Rakuten Investment Management, Inc., sizes it at 6.9% of its own reported 13F book, while the median holder sizes it at 0.9% of theirs — a 6.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VT 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 1271 tracked filers holding VT, 698 increased or opened the position and 482 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 VT 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 56
- Diversify Advisory Services, LLC$75M
- Sollinda Capital Management LLC$58M
- Evelyn Partners Group Ltd$48M
- Evanson Financial, LLC$22M
- Highland Investment Advisors LLC$21M
- LOOMIS SAYLES & CO L P$18M
Full exits 50
- HighTower Advisors, LLC$82M
- EVOKE WEALTH, LLC$67M
- BESSEMER GROUP INC$33M
- TSG Advice Partners, LLC$32M
- Cambridge Investment Research Advisors, Inc.$28M
- Evelyn Partners Asset Management Ltd$22M
Largest adds
- MORGAN STANLEY$453M
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$227M
- UBS Group AG$112M
- BANK OF AMERICA CORP /DE/$94M
- ROYAL BANK OF CANADA$88M
- Permanent Capital Management, LP$85M
Largest trims
- Rakuten Investment Management, Inc.$1.9B
- US BANCORP \DE\$481M
- JANE STREET GROUP, LLC$278M
- ENVESTNET ASSET MANAGEMENT INC$240M
- LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$118M
- MADRONE ADVISORS, LLC$64M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Rakuten Investment Management, Inc. trimmed | 15,258,597 | $2.4B | 13.9% | 2026-Q2 |
| MORGAN STANLEY added | 10,646,703 | $1.7B | 9.8% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 9,031,741 | $1.4B | 8.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,330,835 | $837M | 4.9% | 2026-Q2 |
| UBS Group AG added | 4,833,679 | $759M | 4.5% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 2,970,012 | $463M | 2.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,589,027 | $406M | 2.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 2,491,748 | $391M | 2.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,343,448 | $368M | 2.2% | 2026-Q2 |
| BRANDYWINE TRUST CO added | 2,106,020 | $331M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,099,070 | $329M | 1.9% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC added | 1,515,162 | $238M | 1.4% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,481,252 | $205M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,400,111 | $220M | 1.3% | 2026-Q2 |
| SCS Capital Management LLC added | 1,394,823 | $219M | 1.3% | 2026-Q2 |
| Global Endowment Management, LP added | 1,331,484 | $209M | 1.2% | 2026-Q2 |
| LPL Financial LLC added | 1,263,760 | $198M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,243,489 | $195M | 1.1% | 2026-Q2 |
| Permanent Capital Management, LP added | 1,160,445 | $182M | 1.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,126,075 | $177M | 1.0% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 994,218 | $156M | 0.9% | 2026-Q2 |
| Vernal Point Advisors, LLC added | 954,731 | $150M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers added | 948,998 | $149M | 0.9% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 946,099 | $148M | 0.9% | 2026-Q2 |
| DC Investments Management, LLC trimmed | 877,390 | $138M | 0.8% | 2026-Q2 |
| Cerity Partners OCIO LLC added | 876,239 | $138M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 832,433 | $131M | 0.8% | 2026-Q2 |
| Cresset Asset Management, LLC added | 815,552 | $128M | 0.8% | 2026-Q2 |
| NEPC LLC trimmed | 800,713 | $126M | 0.7% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 793,845 | $125M | 0.7% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 756,025 | $119M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 752,555 | $118M | 0.7% | 2026-Q2 |
| Zhang Financial LLC added | 739,897 | $116M | 0.7% | 2026-Q2 |
| BARINGS LLC trimmed | 732,779 | $115M | 0.7% | 2026-Q2 |
| Mariner, LLC trimmed | 701,429 | $110M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 676,102 | $104M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP added | 668,222 | $105M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 664,465 | $104M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 646,457 | $101M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 630,139 | $99M | 0.6% | 2026-Q2 |
| Wind River Trust Co trimmed | 622,577 | $98M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 615,494 | $97M | 0.6% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 606,900 | $95M | 0.6% | 2026-Q2 |
| TIFF ADVISORY SERVICES, LLC trimmed | 601,770 | $94M | 0.6% | 2026-Q2 |
| Sageworth Trust Co trimmed | 568,189 | $89M | 0.5% | 2026-Q2 |
| Allianz Asset Management GmbH | 567,130 | $78M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 565,546 | $88M | 0.5% | 2026-Q2 |
| Alta Advisers Ltd added | 561,916 | $88M | 0.5% | 2026-Q2 |
| MAI Capital Management added | 540,619 | $85M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 530,329 | $83M | 0.5% | 2026-Q2 |
| PRUDENTIAL PLC added | 497,700 | $78M | 0.5% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC trimmed | 484,457 | $75M | 0.4% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 484,457 | $75M | 0.4% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 472,232 | $74M | 0.4% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 465,202 | $73M | 0.4% | 2026-Q2 |
| Inscription Capital, LLC trimmed | 463,586 | $73M | 0.4% | 2026-Q2 |
| TLT Family Holdco ULC | 451,000 | $71M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 448,786 | $70M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 447,498 | $70M | 0.4% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 439,739 | $69M | 0.4% | 2026-Q2 |
| 3EDGE Asset Management, LP added | 421,666 | $66M | 0.4% | 2026-Q2 |
| Creative Planning added | 416,213 | $65M | 0.4% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 399,362 | $63M | 0.4% | 2026-Q2 |
| BIP Wealth, LLC added | 395,865 | $62M | 0.4% | 2026-Q2 |
| Yarbrough Capital, LLC | 390,377 | $61M | 0.4% | 2026-Q2 |
| Jasper Ridge Partners, L.P. added | 389,261 | $61M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 385,176 | $60M | 0.4% | 2026-Q2 |
| Sollinda Capital Management LLC added | 371,259 | $58M | 0.3% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 363,966 | $48M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 353,287 | $55M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 348,399 | $55M | 0.3% | 2026-Q2 |
| BRIGHTON JONES LLC added | 340,759 | $53M | 0.3% | 2026-Q2 |
| UNIVERSITY OF CHICAGO added | 329,142 | $52M | 0.3% | 2026-Q2 |
| Bernzott Capital Advisors added | 320,364 | $50M | 0.3% | 2026-Q2 |
| THREADGILL FINANCIAL, LLC added | 294,150 | $46M | 0.3% | 2026-Q2 |
| Prentice Wealth Management LLC added | 282,712 | $44M | 0.3% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 273,233 | $43M | 0.3% | 2026-Q2 |
| Clearstead Advisors, LLC added | 266,632 | $42M | 0.2% | 2026-Q2 |
| MADRONE ADVISORS, LLC trimmed | 256,758 | $40M | 0.2% | 2026-Q2 |
| WJ Interests, LLC trimmed | 241,990 | $38M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 238,938 | $38M | 0.2% | 2026-Q2 |
| Amitell Capital Pte Ltd added | 237,233 | $37M | 0.2% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 234,194 | $37M | 0.2% | 2026-Q2 |
| &PARTNERS added | 233,927 | $37M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 230,327 | $36M | 0.2% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 229,914 | $36M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 226,605 | $35M | 0.2% | 2026-Q2 |
| Accredited Investors Inc. trimmed | 225,134 | $35M | 0.2% | 2026-Q2 |
| Topor & Co. Korea trimmed | 222,075 | $35M | 0.2% | 2026-Q2 |
| Proficio Capital Partners LLC added | 220,660 | $35M | 0.2% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES trimmed | 217,779 | $34M | 0.2% | 2026-Q2 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO trimmed | 217,500 | $34M | 0.2% | 2026-Q2 |
| Fisher Asset Management, LLC added | 212,393 | $33M | 0.2% | 2026-Q2 |
| Sivia Capital Partners, LLC added | 209,722 | $33M | 0.2% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 209,500 | $33M | 0.2% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 209,158 | $33M | 0.2% | 2026-Q2 |
| Pictet North America Advisors SA added | 206,524 | $32M | 0.2% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 206,498 | $32M | 0.2% | 2026-Q2 |
| Compass Advisory Group LLC added | 204,196 | $32M | 0.2% | 2026-Q2 |
| GoalFusion Wealth Management, LLC added | 201,849 | $32M | 0.2% | 2026-Q2 |
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.