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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Rakuten Investment Management, Inc. added | 31,010,194 | $4.3B | 23.7% | 2026-Q1 |
| MORGAN STANLEY added | 8,804,241 | $1.2B | 6.8% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 8,608,960 | $1.2B | 6.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 5,369,493 | $743M | 4.1% | 2026-Q1 |
| UBS Group AG added | 4,671,484 | $646M | 3.6% | 2026-Q1 |
| US BANCORP \DE\ added | 4,548,650 | $629M | 3.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,115,492 | $569M | 3.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,600,100 | $498M | 2.8% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 2,983,473 | $400M | 2.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 2,485,624 | $344M | 1.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,312,323 | $320M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,304,753 | $319M | 1.8% | 2026-Q1 |
| BRANDYWINE TRUST CO added | 2,071,874 | $287M | 1.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,478,809 | $209M | 1.2% | 2026-Q1 |
| ANGELES WEALTH MANAGEMENT, LLC added | 1,472,738 | $204M | 1.1% | 2026-Q1 |
| SCS Capital Management LLC added | 1,232,397 | $170M | 0.9% | 2026-Q1 |
| LPL Financial LLC added | 1,219,829 | $169M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,200,129 | $166M | 0.9% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 1,103,217 | $153M | 0.8% | 2026-Q1 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO trimmed | 1,100,000 | $152M | 0.8% | 2026-Q1 |
| BROWN ADVISORY INC added | 1,025,373 | $142M | 0.8% | 2026-Q1 |
| Global Endowment Management, LP added | 1,018,695 | $141M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,000,602 | $138M | 0.8% | 2026-Q1 |
| Vernal Point Advisors, LLC added | 912,923 | $126M | 0.7% | 2026-Q1 |
| DC Investments Management, LLC added | 885,102 | $122M | 0.7% | 2026-Q1 |
| NEPC LLC trimmed | 881,834 | $122M | 0.7% | 2026-Q1 |
| BARINGS LLC trimmed | 866,336 | $120M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 848,100 | $117M | 0.7% | 2026-Q1 |
| Cerity Partners OCIO LLC trimmed | 839,995 | $116M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 835,703 | $116M | 0.6% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 791,922 | $110M | 0.6% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 791,069 | $109M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 775,419 | $107M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 772,787 | $107M | 0.6% | 2026-Q1 |
| MADRONE ADVISORS, LLC added | 751,043 | $104M | 0.6% | 2026-Q1 |
| Zhang Financial LLC added | 723,873 | $100M | 0.6% | 2026-Q1 |
| Permanent Capital Management, LP added | 643,393 | $97M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 677,819 | $94M | 0.5% | 2026-Q1 |
| Wind River Trust Co trimmed | 626,805 | $87M | 0.5% | 2026-Q1 |
| Cerity Partners LLC added | 616,834 | $85M | 0.5% | 2026-Q1 |
| TIFF ADVISORY SERVICES, LLC added | 614,236 | $85M | 0.5% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 655,991 | $84M | 0.5% | 2026-Q1 |
| HighTower Advisors, LLC added | 594,703 | $82M | 0.5% | 2026-Q1 |
| Sageworth Trust Co trimmed | 575,257 | $80M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 567,130 | $78M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 560,011 | $77M | 0.4% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 486,716 | $72M | 0.4% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 519,204 | $72M | 0.4% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 493,679 | $68M | 0.4% | 2026-Q1 |
| Bleakley Financial Group, LLC trimmed | 487,491 | $67M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 497,680 | $67M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 496,657 | $67M | 0.4% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 481,063 | $67M | 0.4% | 2026-Q1 |
| Inscription Capital, LLC trimmed | 465,202 | $64M | 0.4% | 2026-Q1 |
| TLT Family Holdco ULC | 451,000 | $62M | 0.3% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 439,739 | $61M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 436,558 | $60M | 0.3% | 2026-Q1 |
| PRUDENTIAL PLC added | 435,400 | $60M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 397,476 | $55M | 0.3% | 2026-Q1 |
| Yarbrough Capital, LLC | 390,377 | $54M | 0.3% | 2026-Q1 |
| BIP Wealth, LLC trimmed | 379,038 | $52M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 378,997 | $52M | 0.3% | 2026-Q1 |
| Creative Planning added | 377,047 | $52M | 0.3% | 2026-Q1 |
| 3EDGE Asset Management, LP added | 373,335 | $52M | 0.3% | 2026-Q1 |
| Alta Advisers Ltd added | 490,210 | $51M | 0.3% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC added | 365,960 | $51M | 0.3% | 2026-Q1 |
| BRIGHTON JONES LLC added | 328,705 | $45M | 0.3% | 2026-Q1 |
| WJ Interests, LLC added | 300,756 | $42M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 291,889 | $40M | 0.2% | 2026-Q1 |
| Prentice Wealth Management LLC added | 282,629 | $39M | 0.2% | 2026-Q1 |
| UNIVERSITY OF CHICAGO added | 280,584 | $39M | 0.2% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. added | 277,111 | $38M | 0.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 274,285 | $38M | 0.2% | 2026-Q1 |
| THREADGILL FINANCIAL, LLC added | 270,708 | $37M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 245,838 | $34M | 0.2% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 245,038 | $34M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 243,788 | $34M | 0.2% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 242,000 | $33M | 0.2% | 2026-Q1 |
| Ethos Financial Group, LLC added | 239,483 | $33M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 236,329 | $33M | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 232,912 | $32M | 0.2% | 2026-Q1 |
| TSG Advice Partners, LLC added | 228,011 | $32M | 0.2% | 2026-Q1 |
| Topor & Co. Korea trimmed | 225,933 | $31M | 0.2% | 2026-Q1 |
| Accredited Investors Inc. added | 225,310 | $31M | 0.2% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 222,710 | $31M | 0.2% | 2026-Q1 |
| RETIREMENT CAPITAL STRATEGIES added | 217,936 | $30M | 0.2% | 2026-Q1 |
| &PARTNERS added | 212,296 | $29M | 0.2% | 2026-Q1 |
| MATHER GROUP, LLC. added | 207,167 | $29M | 0.2% | 2026-Q1 |
| Proficio Capital Partners LLC added | 206,150 | $29M | 0.2% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 205,920 | $28M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 203,662 | $28M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 201,230 | $28M | 0.2% | 2026-Q1 |
| Compass Advisory Group LLC added | 200,956 | $28M | 0.2% | 2026-Q1 |
| GoalFusion Wealth Management, LLC added | 200,854 | $28M | 0.2% | 2026-Q1 |
| Amitell Capital Pte Ltd added | 197,749 | $27M | 0.2% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 195,901 | $27M | 0.2% | 2026-Q1 |
| Bain Capital Public Equity, LP new | 1,156,202 | $163M | 0.9% | 2025-Q4 stale |
| VAN ECK ASSOCIATES CORP trimmed | 815,502 | $105M | 0.6% | 2025-Q2 stale |
| Nearwater Capital Markets, Ltd new | 527,500 | $74M | 0.4% | 2025-Q4 stale |
| Laird Norton Wetherby Wealth Management, LLC trimmed | 199,679 | $28M | 0.2% | 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.
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.