Who owns VTEI (VTEI)
Which tracked institutional funds hold VTEI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTEI 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
The tracked-fund tape on VTEI is one-sided between 2025-Q4 and 2026-Q1: 48 added or opened and 12 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
VTEI’s largest tracked holder by dollar value, Unison Advisors LLC, sizes it at 18.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 17.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VTEI 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 154 tracked filers holding VTEI, 115 increased or opened the position and 34 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 VTEI 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 15
- FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$58M
- TIAA Wealth Investment Management LLC$44M
- Verus Financial Partners, Inc.$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- JPMORGAN CHASE & CO$2M
- Hassell Wealth Management, LLC$1M
Full exits 3
- Timonier Family Office, LTD.$2M
- Hilltop Holdings Inc.$1M
- Cadence Bank$698K
Largest adds
- Unison Advisors LLC$15M
- BANK OF AMERICA CORP /DE/$7M
- JANE STREET GROUP, LLC$6M
- FIRST FINANCIAL BANK - TRUST DIVISION$4M
- RAYMOND JAMES FINANCIAL INC$4M
- ENVESTNET ASSET MANAGEMENT INC$3M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$40M
- &PARTNERS$3M
- Heartwood Wealth Advisors LLC$2M
- NewEdge Advisors, LLC$826K
- HighTower Advisors, LLC$822K
- Joel Isaacson & Co., LLC$721K
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 |
|---|---|---|---|---|
| Unison Advisors LLC added | 2,367,952 | $237M | 32.4% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new | 580,080 | $58M | 7.9% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 438,910 | $44M | 6.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 345,991 | $35M | 4.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 234,760 | $23M | 3.2% | 2026-Q1 |
| Joel Isaacson & Co., LLC trimmed | 231,552 | $23M | 3.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 218,434 | $22M | 3.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 205,701 | $21M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers added | 198,090 | $20M | 2.7% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 190,307 | $19M | 2.6% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 163,601 | $16M | 2.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 138,894 | $14M | 1.9% | 2026-Q1 |
| Aspire Private Capital, LLC added | 117,819 | $12M | 1.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 98,253 | $10M | 1.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 87,737 | $9M | 1.2% | 2026-Q1 |
| FIRST FINANCIAL BANK - TRUST DIVISION added | 75,321 | $8M | 1.0% | 2026-Q1 |
| Heartwood Wealth Advisors LLC trimmed | 72,593 | $7M | 1.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 65,652 | $7M | 0.9% | 2026-Q1 |
| Atria Investments, Inc added | 63,287 | $6M | 0.9% | 2026-Q1 |
| Silver Oak Advisory Group, Inc. added | 61,603 | $6M | 0.8% | 2026-Q1 |
| Apella Capital, LLC added | 55,664 | $6M | 0.8% | 2026-Q1 |
| S.A. Mason LLC added | 55,286 | $6M | 0.8% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 52,738 | $5M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 51,845 | $5M | 0.7% | 2026-Q1 |
| Seed Wealth Management, Inc. | 49,885 | $5M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 48,871 | $5M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 46,153 | $5M | 0.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 44,958 | $4M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 34,299 | $3M | 0.5% | 2026-Q1 |
| Verus Financial Partners, Inc. new | 29,016 | $3M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 28,877 | $3M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 27,054 | $3M | 0.4% | 2026-Q1 |
| Integrity Wealth Solutions LLC added | 23,381 | $2M | 0.3% | 2026-Q1 |
| Mariner, LLC added | 23,254 | $2M | 0.3% | 2026-Q1 |
| TCI Wealth Advisors, Inc. added | 21,273 | $2M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 20,991 | $2M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 20,081 | $2M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 19,262 | $2M | 0.3% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 19,098 | $2M | 0.3% | 2026-Q1 |
| Oak Wealth Advisors LLC | 17,393 | $2M | 0.2% | 2026-Q1 |
| Paragon Capital Management Ltd trimmed | 17,362 | $2M | 0.2% | 2026-Q1 |
| FINANCIAL MANAGEMENT NETWORK INC added | 16,279 | $2M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 16,138 | $2M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 15,832 | $2M | 0.2% | 2026-Q1 |
| SigFig Wealth Management, LLC added | 15,199 | $2M | 0.2% | 2026-Q1 |
| Frankly Finances, LLC added | 14,819 | $1M | 0.2% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 14,748 | $1M | 0.2% | 2026-Q1 |
| Freedom Investment Management, Inc. added | 14,558 | $1M | 0.2% | 2026-Q1 |
| Sheridan Capital Management, LLC added | 14,500 | $1M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 14,307 | $1M | 0.2% | 2026-Q1 |
| KEYVANTAGE WEALTH, LLC added | 14,123 | $1M | 0.2% | 2026-Q1 |
| Hassell Wealth Management, LLC new | 13,996 | $1M | 0.2% | 2026-Q1 |
| A. D. Beadell Investment Counsel, Inc. added | 13,825 | $1M | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 13,800 | $1M | 0.2% | 2026-Q1 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC trimmed | 13,767 | $1M | 0.2% | 2026-Q1 |
| GENESIS PRIVATE WEALTH, LLC added | 13,744 | $1M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 12,071 | $1M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 11,478 | $1M | 0.2% | 2026-Q1 |
| STONE LOFT WEALTH MANAGEMENT LLC added | 11,442 | $1M | 0.2% | 2026-Q1 |
| Clearstead Advisors, LLC trimmed | 11,084 | $1M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC | 10,995 | $1M | 0.2% | 2026-Q1 |
| &PARTNERS trimmed | 9,700 | $1M | 0.1% | 2026-Q1 |
| Bryn Mawr Trust Advisors, LLC added | 10,872 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 10,865 | $1M | 0.1% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC added | 10,715 | $1M | 0.1% | 2026-Q1 |
| Elequin Capital, LP trimmed | 12,361 | $1M | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 10,502 | $1M | 0.1% | 2026-Q1 |
| Retirement Planning Group, LLC trimmed | 10,120 | $1M | 0.1% | 2026-Q1 |
| IAM Advisory, LLC added | 10,032 | $1M | 0.1% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 10,026 | $1M | 0.1% | 2026-Q1 |
| HBK Sorce Advisory LLC | 9,783 | $984K | 0.1% | 2026-Q1 |
| STEPHEN J. GARRY & ASSOCIATES, LLC trimmed | 9,775 | $977K | 0.1% | 2026-Q1 |
| VISTA CAPITAL PARTNERS, INC. | 9,568 | $956K | 0.1% | 2026-Q1 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | 9,189 | $918K | 0.1% | 2026-Q1 |
| CORA CAPITAL ADVISORS LLC new | 8,841 | $884K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC new | 8,461 | $846K | 0.1% | 2026-Q1 |
| Integrity Investment Advisors, LLC new | 8,380 | $838K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 8,336 | $833K | 0.1% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP | 7,705 | $770K | 0.1% | 2026-Q1 |
| Rossmore Private Capital added | 7,685 | $768K | 0.1% | 2026-Q1 |
| Tribridge Partners Financial LLC added | 7,394 | $740K | 0.1% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 7,255 | $725K | 0.1% | 2026-Q1 |
| Sequent Planning LLC added | 7,187 | $718K | 0.1% | 2026-Q1 |
| Elser Financial Planning, Inc added | 7,032 | $703K | 0.1% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK new | 6,922 | $692K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 6,800 | $681K | 0.1% | 2026-Q1 |
| Compound Planning, Inc. new | 6,382 | $638K | 0.1% | 2026-Q1 |
| 25 LLC | 6,310 | $631K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 6,166 | $616K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 6,151 | $615K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 6,140 | $614K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 6,052 | $606K | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 22,764 | $2M | 0.3% | 2025-Q2 stale |
| PFG Private Wealth Management, LLC new | 19,244 | $2M | 0.3% | 2025-Q3 stale |
| Timonier Family Office, LTD. trimmed | 18,441 | $2M | 0.3% | 2025-Q4 stale |
| OAK HILL WEALTH ADVISORS, LLC added | 16,781 | $2M | 0.2% | 2025-Q3 stale |
| Hilltop Holdings Inc. added | 13,175 | $1M | 0.2% | 2025-Q4 stale |
| WHITTIER TRUST CO OF NEVADA INC new | 9,341 | $936K | 0.1% | 2025-Q3 stale |
| Cadence Bank added | 6,922 | $698K | 0.1% | 2025-Q4 stale |
| Maia Wealth LLC trimmed | 6,525 | $658K | 0.1% | 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.