Who owns VTES (VTES)
Which tracked institutional funds hold VTES, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTES 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 VTES is one-sided between 2025-Q4 and 2026-Q1: 71 added or opened and 22 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
VTES’s largest tracked holder by dollar value, MERCER GLOBAL ADVISORS INC /ADV, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VTES 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 277 tracked filers holding VTES, 183 increased or opened the position and 63 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 VTES 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 20
- TIAA Wealth Investment Management LLC$27M
- RW Investment Management LLC$5M
- Sanchez Levi Garrett$4M
- Ausdal Financial Partners, Inc.$3M
- Focus Partners Advisor Solutions, LLC$2M
- Integrated Wealth Concepts LLC$2M
Full exits 5
- MGO Private Wealth, LLC$5M
- CITADEL ADVISORS LLC$2M
- NewEdge Advisors, LLC$2M
- Bridgewater Advisors Inc.$693K
- Main Street Financial Solutions, LLC$526K
Largest adds
- BANK OF AMERICA CORP /DE/$10M
- MORGAN STANLEY$9M
- Wescott Financial Advisory Group, LLC$5M
- GenTrust, LLC$3M
- Mariner, LLC$3M
- Haverford Trust Co$3M
Largest trims
- TIAA TRUST, NATIONAL ASSOCIATION$28M
- Karpus Management, Inc.$23M
- Bedel Financial Consulting, Inc.$13M
- GOLDMAN SACHS GROUP INC$5M
- RAYMOND JAMES FINANCIAL INC$4M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
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 |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV added | 1,329,333 | $134M | 17.9% | 2026-Q1 |
| Wescott Financial Advisory Group, LLC added | 725,519 | $73M | 9.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 378,943 | $38M | 5.1% | 2026-Q1 |
| Gleason Group, Inc. added | 299,562 | $30M | 4.0% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 266,166 | $27M | 3.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 238,557 | $24M | 3.2% | 2026-Q1 |
| SEEDS INVESTOR LLC added | 194,104 | $20M | 2.6% | 2026-Q1 |
| Corient Private Wealth LLC added | 170,641 | $17M | 2.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 154,387 | $16M | 2.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 115,283 | $12M | 1.6% | 2026-Q1 |
| MORGAN STANLEY added | 114,037 | $12M | 1.5% | 2026-Q1 |
| Savant Capital, LLC trimmed | 100,213 | $10M | 1.4% | 2026-Q1 |
| Beaird Harris Wealth Management, LLC trimmed | 98,904 | $10M | 1.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 95,628 | $10M | 1.3% | 2026-Q1 |
| Beacon Bank & Trust added | 94,228 | $10M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 92,338 | $9M | 1.2% | 2026-Q1 |
| Stonebridge Capital Advisors LLC trimmed | 90,006 | $9M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 85,535 | $9M | 1.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 83,787 | $8M | 1.1% | 2026-Q1 |
| Capital Investment Services of America, Inc. trimmed | 76,320 | $8M | 1.0% | 2026-Q1 |
| Hughes Financial Services, LLC added | 75,612 | $8M | 1.0% | 2026-Q1 |
| LPL Financial LLC added | 75,557 | $8M | 1.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 75,361 | $8M | 1.0% | 2026-Q1 |
| Altiora Financial Group, LLC added | 74,514 | $8M | 1.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 66,143 | $7M | 0.9% | 2026-Q1 |
| Apella Capital, LLC added | 65,504 | $7M | 0.9% | 2026-Q1 |
| MAYPORT, LLC added | 62,006 | $6M | 0.8% | 2026-Q1 |
| GenTrust, LLC added | 60,562 | $6M | 0.8% | 2026-Q1 |
| Firestone Capital Management added | 58,634 | $6M | 0.8% | 2026-Q1 |
| Haverford Trust Co added | 55,179 | $6M | 0.7% | 2026-Q1 |
| S.A. Mason LLC added | 52,870 | $5M | 0.7% | 2026-Q1 |
| ECLECTIC ASSOCIATES INC /ADV added | 51,147 | $5M | 0.7% | 2026-Q1 |
| Topsail Wealth Management, LLC added | 51,107 | $5M | 0.7% | 2026-Q1 |
| RW Investment Management LLC new | 48,277 | $5M | 0.7% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 47,496 | $5M | 0.6% | 2026-Q1 |
| UBS Group AG added | 45,339 | $5M | 0.6% | 2026-Q1 |
| IF Advisors, LLC added | 44,500 | $5M | 0.6% | 2026-Q1 |
| Dakota Wealth Management trimmed | 42,279 | $4M | 0.6% | 2026-Q1 |
| Sanchez Levi Garrett new | 40,227 | $4M | 0.5% | 2026-Q1 |
| BlueChip Wealth Advisors LLC added | 40,091 | $4M | 0.5% | 2026-Q1 |
| TCI Wealth Advisors, Inc. trimmed | 38,667 | $4M | 0.5% | 2026-Q1 |
| Clearstead Advisors, LLC added | 37,870 | $4M | 0.5% | 2026-Q1 |
| Haven Private, LLC added | 37,453 | $4M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 36,926 | $4M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 36,499 | $4M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 36,374 | $4M | 0.5% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 34,950 | $4M | 0.5% | 2026-Q1 |
| Bedel Financial Consulting, Inc. trimmed | 34,807 | $4M | 0.5% | 2026-Q1 |
| Financial Engines Advisors L.L.C. added | 33,544 | $3M | 0.5% | 2026-Q1 |
| Sterling Financial Planning, Inc. added | 32,976 | $3M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 31,276 | $3M | 0.4% | 2026-Q1 |
| GENESIS PRIVATE WEALTH, LLC trimmed | 30,789 | $3M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 29,794 | $3M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 29,430 | $3M | 0.4% | 2026-Q1 |
| Aspire Private Capital, LLC added | 29,028 | $3M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 27,554 | $3M | 0.4% | 2026-Q1 |
| Evanson Asset Management, LLC added | 27,209 | $3M | 0.4% | 2026-Q1 |
| Atria Investments, Inc added | 26,839 | $3M | 0.4% | 2026-Q1 |
| Ausdal Financial Partners, Inc. new | 26,148 | $3M | 0.4% | 2026-Q1 |
| BROWN WEALTH MANAGEMENT, LLC added | 24,824 | $3M | 0.3% | 2026-Q1 |
| SURIENCE PRIVATE WEALTH LLC added | 24,415 | $2M | 0.3% | 2026-Q1 |
| Passive Capital Management, LLC. added | 24,225 | $2M | 0.3% | 2026-Q1 |
| Silver Oak Advisory Group, Inc. added | 23,866 | $2M | 0.3% | 2026-Q1 |
| Eaton-Cambridge Inc. added | 23,659 | $2M | 0.3% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 22,268 | $2M | 0.3% | 2026-Q1 |
| Pillar Financial Advisors, LLC added | 22,152 | $2M | 0.3% | 2026-Q1 |
| Frankly Finances, LLC added | 21,401 | $2M | 0.3% | 2026-Q1 |
| HB Wealth Management, LLC added | 21,377 | $2M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 20,969 | $2M | 0.3% | 2026-Q1 |
| JACOBSON & SCHMITT ADVISORS, LLC trimmed | 20,375 | $2M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC added | 20,370 | $2M | 0.3% | 2026-Q1 |
| Burton Enright Welch trimmed | 20,357 | $2M | 0.3% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 19,830 | $2M | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 19,806 | $2M | 0.3% | 2026-Q1 |
| Integrity Investment Advisors, LLC added | 19,759 | $2M | 0.3% | 2026-Q1 |
| Allodium Investment Consultants, LLC added | 19,592 | $2M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 19,549 | $2M | 0.3% | 2026-Q1 |
| Choate Investment Advisors added | 19,091 | $2M | 0.3% | 2026-Q1 |
| Laurel Wealth Advisors LLC added | 17,788 | $2M | 0.2% | 2026-Q1 |
| Whitegate Investment Counselors, Inc. | 17,380 | $2M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 17,133 | $2M | 0.2% | 2026-Q1 |
| WINNOW WEALTH LLC new | 16,246 | $2M | 0.2% | 2026-Q1 |
| Single Point Partners, LLC added | 15,557 | $2M | 0.2% | 2026-Q1 |
| Arax Advisory Partners added | 15,543 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 14,724 | $1M | 0.2% | 2026-Q1 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors added | 14,507 | $1M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 13,967 | $1M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC | 13,940 | $1M | 0.2% | 2026-Q1 |
| CARDIFF PARK ADVISORS, LLC trimmed | 13,828 | $1M | 0.2% | 2026-Q1 |
| GEN Financial Management, INC. new | 13,821 | $1M | 0.2% | 2026-Q1 |
| EAGLE ROCK INVESTMENT COMPANY, LLC added | 13,529 | $1M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 13,143 | $1M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 90,085 | $9M | 1.2% | 2025-Q2 stale |
| MGO Private Wealth, LLC trimmed | 49,226 | $5M | 0.7% | 2025-Q4 stale |
| PrairieView Partners, LLC trimmed | 29,572 | $3M | 0.4% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 18,399 | $2M | 0.2% | 2025-Q4 stale |
| Graypoint LLC | 16,400 | $2M | 0.2% | 2025-Q2 stale |
| San Luis Wealth Advisors LLC trimmed | 15,548 | $2M | 0.2% | 2025-Q2 stale |
| Kathleen S. Wright Associates Inc. added | 15,160 | $2M | 0.2% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 15,010 | $2M | 0.2% | 2025-Q4 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.