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Institutional Ownership · SEC Form 13F

Who owns VT (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,223
Institutional holders
148,800,255
Shares held (tracked funds)

How the tape is positioned

211 tracked funds added or opened VT while 191 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

VT’s largest tracked holder by dollar value, Rakuten Investment Management, Inc., sizes it at 8.7% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 7.9pp 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 2025-Q4 and 2026-Q1, across 1223 tracked filers holding VT, 692 increased or opened the position and 416 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 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 42

  • DIVERSIFY WEALTH MANAGEMENT, LLC$72M
  • Proficio Capital Partners LLC$29M
  • Vanguard National Trust Co$16M
  • University of Illinois Foundation$9M
  • Sterling Capital Management LLC$9M
  • Goldstone Financial Group, LLC$8M

Full exits 46

  • Bain Capital Public Equity, LP$163M
  • Nearwater Capital Markets, Ltd$74M
  • Lanham O'Dell & Company, Inc.$26M
  • Financiere des Professionnels - Fonds d'investissement inc.$22M
  • VANGUARD GROUP INC$18M
  • ABOUND FINANCIAL, LLC$15M

Largest adds

  • Rakuten Investment Management, Inc.$2.1B
  • UBS Group AG$428M
  • JANE STREET GROUP, LLC$413M
  • ENVESTNET ASSET MANAGEMENT INC$336M
  • BANK OF AMERICA CORP /DE/$295M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$280M

Largest trims

  • New England Private Wealth Advisors LLC$317M
  • Envestnet Portfolio Solutions, Inc.$300M
  • SCHRODER INVESTMENT MANAGEMENT GROUP$131M
  • Cerity Partners OCIO LLC$109M
  • NATIONAL BANK OF CANADA /FI/$90M
  • LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$73M

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).

FundSharesReported value% of valueQuarter
Rakuten Investment Management, Inc. added31,010,194$4.3B23.7%2026-Q1
MORGAN STANLEY added8,804,241$1.2B6.8%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed8,608,960$1.2B6.6%2026-Q1
BANK OF AMERICA CORP /DE/ added5,369,493$743M4.1%2026-Q1
UBS Group AG added4,671,484$646M3.6%2026-Q1
US BANCORP \DE\ added4,548,650$629M3.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added4,115,492$569M3.2%2026-Q1
JANE STREET GROUP, LLC added3,600,100$498M2.8%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed2,983,473$400M2.2%2026-Q1
NORTHERN TRUST CORP trimmed2,485,624$344M1.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added2,312,323$320M1.8%2026-Q1
ROYAL BANK OF CANADA added2,304,753$319M1.8%2026-Q1
BRANDYWINE TRUST CO added2,071,874$287M1.6%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,478,809$209M1.2%2026-Q1
ANGELES WEALTH MANAGEMENT, LLC added1,472,738$204M1.1%2026-Q1
SCS Capital Management LLC added1,232,397$170M0.9%2026-Q1
LPL Financial LLC added1,219,829$169M0.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,200,129$166M0.9%2026-Q1
Quantinno Capital Management LP trimmed1,103,217$153M0.8%2026-Q1
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO trimmed1,100,000$152M0.8%2026-Q1
BROWN ADVISORY INC added1,025,373$142M0.8%2026-Q1
Global Endowment Management, LP added1,018,695$141M0.8%2026-Q1
Rockefeller Capital Management L.P. trimmed1,000,602$138M0.8%2026-Q1
Vernal Point Advisors, LLC added912,923$126M0.7%2026-Q1
DC Investments Management, LLC added885,102$122M0.7%2026-Q1
NEPC LLC trimmed881,834$122M0.7%2026-Q1
BARINGS LLC trimmed866,336$120M0.7%2026-Q1
Cetera Investment Advisers added848,100$117M0.7%2026-Q1
Cerity Partners OCIO LLC trimmed839,995$116M0.6%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed835,703$116M0.6%2026-Q1
SBI Securities Co., Ltd. added791,922$110M0.6%2026-Q1
Cresset Asset Management, LLC trimmed791,069$109M0.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added775,419$107M0.6%2026-Q1
Mariner, LLC added772,787$107M0.6%2026-Q1
MADRONE ADVISORS, LLC added751,043$104M0.6%2026-Q1
Zhang Financial LLC added723,873$100M0.6%2026-Q1
Permanent Capital Management, LP added643,393$97M0.5%2026-Q1
AMERIPRISE FINANCIAL INC trimmed677,819$94M0.5%2026-Q1
Wind River Trust Co trimmed626,805$87M0.5%2026-Q1
Cerity Partners LLC added616,834$85M0.5%2026-Q1
TIFF ADVISORY SERVICES, LLC added614,236$85M0.5%2026-Q1
Corient Private Wealth LLC trimmed655,991$84M0.5%2026-Q1
HighTower Advisors, LLC added594,703$82M0.5%2026-Q1
Sageworth Trust Co trimmed575,257$80M0.4%2026-Q1
Allianz Asset Management GmbH added567,130$78M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed560,011$77M0.4%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC added486,716$72M0.4%2026-Q1
OneDigital Investment Advisors LLC trimmed519,204$72M0.4%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed493,679$68M0.4%2026-Q1
Bleakley Financial Group, LLC trimmed487,491$67M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added497,680$67M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed496,657$67M0.4%2026-Q1
EVOKE WEALTH, LLC added481,063$67M0.4%2026-Q1
Inscription Capital, LLC trimmed465,202$64M0.4%2026-Q1
TLT Family Holdco ULC451,000$62M0.3%2026-Q1
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed439,739$61M0.3%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed436,558$60M0.3%2026-Q1
PRUDENTIAL PLC added435,400$60M0.3%2026-Q1
Focus Partners Wealth added397,476$55M0.3%2026-Q1
Yarbrough Capital, LLC390,377$54M0.3%2026-Q1
BIP Wealth, LLC trimmed379,038$52M0.3%2026-Q1
TRUIST FINANCIAL CORP added378,997$52M0.3%2026-Q1
Creative Planning added377,047$52M0.3%2026-Q1
3EDGE Asset Management, LP added373,335$52M0.3%2026-Q1
Alta Advisers Ltd added490,210$51M0.3%2026-Q1
Laird Norton Wetherby Trust Company, LLC added365,960$51M0.3%2026-Q1
BRIGHTON JONES LLC added328,705$45M0.3%2026-Q1
WJ Interests, LLC added300,756$42M0.2%2026-Q1
MML INVESTORS SERVICES, LLC added291,889$40M0.2%2026-Q1
Prentice Wealth Management LLC added282,629$39M0.2%2026-Q1
UNIVERSITY OF CHICAGO added280,584$39M0.2%2026-Q1
Mirae Asset Global Investments Co., Ltd. added277,111$38M0.2%2026-Q1
BlackRock, Inc. trimmed274,285$38M0.2%2026-Q1
THREADGILL FINANCIAL, LLC added270,708$37M0.2%2026-Q1
Vestmark Advisory Solutions, Inc. added245,838$34M0.2%2026-Q1
SIMON QUICK ADVISORS, LLC trimmed245,038$34M0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed243,788$34M0.2%2026-Q1
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed242,000$33M0.2%2026-Q1
Ethos Financial Group, LLC added239,483$33M0.2%2026-Q1
BESSEMER GROUP INC trimmed236,329$33M0.2%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added232,912$32M0.2%2026-Q1
TSG Advice Partners, LLC added228,011$32M0.2%2026-Q1
Topor & Co. Korea trimmed225,933$31M0.2%2026-Q1
Accredited Investors Inc. added225,310$31M0.2%2026-Q1
FSM Wealth Advisors, LLC added222,710$31M0.2%2026-Q1
RETIREMENT CAPITAL STRATEGIES added217,936$30M0.2%2026-Q1
&PARTNERS added212,296$29M0.2%2026-Q1
MATHER GROUP, LLC. added207,167$29M0.2%2026-Q1
Proficio Capital Partners LLC added206,150$29M0.2%2026-Q1
Mesirow Financial Investment Management, Inc. added205,920$28M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added203,662$28M0.2%2026-Q1
Bank of New York Mellon Corp added201,230$28M0.2%2026-Q1
Compass Advisory Group LLC added200,956$28M0.2%2026-Q1
GoalFusion Wealth Management, LLC added200,854$28M0.2%2026-Q1
Amitell Capital Pte Ltd added197,749$27M0.2%2026-Q1
Summit Trail Advisors, LLC added195,901$27M0.2%2026-Q1
Bain Capital Public Equity, LP new1,156,202$163M0.9%2025-Q4 stale
VAN ECK ASSOCIATES CORP trimmed815,502$105M0.6%2025-Q2 stale
Nearwater Capital Markets, Ltd new527,500$74M0.4%2025-Q4 stale
Laird Norton Wetherby Wealth Management, LLC trimmed199,679$28M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership