Who owns VTHR
Which tracked institutional funds hold VTHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTHR 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 VTHR is one-sided between 2026-Q1 and 2026-Q2: 80 added or opened and 17 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
VTHR’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VTHR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VTHR 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 235 tracked filers holding VTHR, 94 increased or opened the position and 90 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 VTHR 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 6
- Trustees of Dartmouth College$32M
- NewEdge Advisors, LLC$18M
- Quantinno Capital Management LP$1M
- Americana Partners, LLC$1M
- NorthCrest Asset Manangement, LLC$1M
- CIBC Bancorp USA Inc.$665K
Full exits 10
- HighTower Advisors, LLC$17M
- Evensky & Katz LLC$12M
- CWM, LLC$9M
- Private Advisor Group, LLC$9M
- Kingsview Wealth Management, LLC$7M
- Cambridge Investment Research Advisors, Inc.$7M
Largest adds
- MORGAN STANLEY$60M
- AMERIPRISE FINANCIAL INC$34M
- GOLDMAN SACHS GROUP INC$29M
- Sovereign Investment Advisors, LLC$22M
- Gotham Asset Management, LLC$21M
- UBS Group AG$21M
Largest trims
- Cliffwater LLC$16M
- Creative Planning$3M
- ROYAL BANK OF CANADA$3M
- Bleakley Financial Group, LLC$2M
- QRG CAPITAL MANAGEMENT, INC.$678K
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$622K
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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC added | 632,550 | $210M | 11.9% | 2026-Q2 |
| MORGAN STANLEY added | 622,262 | $206M | 11.7% | 2026-Q2 |
| LINCOLN NATIONAL CORP trimmed | 458,185 | $152M | 8.6% | 2026-Q2 |
| TOMPKINS FINANCIAL CORP trimmed | 297,851 | $99M | 5.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 279,973 | $93M | 5.3% | 2026-Q2 |
| UBS Group AG added | 233,388 | $77M | 4.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 223,425 | $74M | 4.2% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 219,190 | $73M | 4.1% | 2026-Q2 |
| Cliffwater LLC trimmed | 129,315 | $43M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 113,987 | $38M | 2.2% | 2026-Q2 |
| Gotham Asset Management, LLC added | 110,567 | $37M | 2.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 104,527 | $35M | 2.0% | 2026-Q2 |
| Trustees of Dartmouth College new | 98,053 | $32M | 1.9% | 2026-Q2 |
| Cerity Partners LLC trimmed | 97,663 | $32M | 1.8% | 2026-Q2 |
| DIVERSIFIED TRUST CO added | 80,244 | $27M | 1.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 80,039 | $27M | 1.5% | 2026-Q2 |
| Fund Evaluation Group, LLC trimmed | 75,890 | $25M | 1.4% | 2026-Q2 |
| Sovereign Investment Advisors, LLC added | 67,720 | $22M | 1.3% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC trimmed | 63,886 | $21M | 1.2% | 2026-Q2 |
| PENNINGTON PARTNERS & CO., LLC trimmed | 63,752 | $21M | 1.2% | 2026-Q2 |
| AlphaCore Capital LLC added | 57,817 | $19M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 57,435 | $19M | 1.1% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 57,120 | $19M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 53,773 | $18M | 1.0% | 2026-Q2 |
| Mariner, LLC added | 53,297 | $18M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 51,192 | $17M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 49,013 | $16M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 36,494 | $12M | 0.7% | 2026-Q2 |
| ADIRONDACK TRUST CO added | 36,106 | $12M | 0.7% | 2026-Q2 |
| COMMERCE BANK added | 31,827 | $11M | 0.6% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 31,768 | $11M | 0.6% | 2026-Q2 |
| Greenspring Advisors, LLC trimmed | 29,339 | $10M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 26,533 | $8M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp | 26,455 | $9M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 25,920 | $9M | 0.5% | 2026-Q2 |
| Pathstone Holdings, LLC added | 25,149 | $8M | 0.5% | 2026-Q2 |
| Pitcairn Wealth Advisors LLC trimmed | 23,750 | $8M | 0.4% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 23,505 | $8M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 22,397 | $7M | 0.4% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 22,052 | $7M | 0.4% | 2026-Q2 |
| GLENMEDE TRUST CO NA | 21,100 | $7M | 0.4% | 2026-Q2 |
| Linscomb Wealth, Inc. trimmed | 18,939 | $6M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 17,900 | $6M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 17,737 | $6M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 17,542 | $6M | 0.3% | 2026-Q2 |
| Tolleson Wealth Management, Inc. | 16,221 | $5M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 14,941 | $5M | 0.3% | 2026-Q2 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | 14,276 | $5M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 14,269 | $5M | 0.3% | 2026-Q2 |
| DB Fitzpatrick & Co, Inc trimmed | 13,549 | $4M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 13,452 | $4M | 0.3% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 12,908 | $4M | 0.2% | 2026-Q2 |
| Tennessee Valley Asset Management Partners added | 12,784 | $4M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 11,452 | $4M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 11,196 | $4M | 0.2% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 11,094 | $4M | 0.2% | 2026-Q2 |
| Apella Capital, LLC added | 11,069 | $4M | 0.2% | 2026-Q2 |
| Coastline Trust Co trimmed | 10,852 | $4M | 0.2% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 10,784 | $4M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 10,726 | $4M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 10,046 | $3M | 0.2% | 2026-Q2 |
| FSA Investment Group, LLC trimmed | 9,999 | $3M | 0.2% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC | 9,510 | $3M | 0.2% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 9,435 | $3M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC | 8,925 | $3M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 8,414 | $3M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 7,911 | $3M | 0.1% | 2026-Q2 |
| Verus Financial Partners, Inc. trimmed | 7,775 | $3M | 0.1% | 2026-Q2 |
| Embree Financial Group trimmed | 7,407 | $2M | 0.1% | 2026-Q2 |
| Investment Advisory Group, LLC added | 7,084 | $2M | 0.1% | 2026-Q2 |
| Wedmont Private Capital added | 7,023 | $2M | 0.1% | 2026-Q2 |
| Silver Coast Investments LLC added | 6,681 | $2M | 0.1% | 2026-Q2 |
| Hardy Reed LLC | 6,674 | $2M | 0.1% | 2026-Q2 |
| Operose Advisors LLC added | 6,357 | $2M | 0.1% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. | 5,802 | $2M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 5,765 | $2M | 0.1% | 2026-Q2 |
| WHITTIER TRUST CO | 5,660 | $2M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 5,428 | $2M | 0.1% | 2026-Q2 |
| ORRSTOWN FINANCIAL SERVICES INC | 5,159 | $2M | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 5,034 | $2M | 0.1% | 2026-Q2 |
| WESBANCO BANK INC | 5,005 | $2M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. | 4,911 | $2M | 0.1% | 2026-Q2 |
| FMR LLC added | 4,815 | $2M | 0.1% | 2026-Q2 |
| Compass Financial Group, INC/SD | 4,665 | $2M | 0.1% | 2026-Q2 |
| Centennial Bank/AR/ | 4,661 | $2M | 0.1% | 2026-Q2 |
| World Investment Advisors trimmed | 4,654 | $1M | 0.1% | 2026-Q2 |
| Private Wealth Asset Management, LLC | 4,400 | $1M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 4,165 | $1M | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 4,113 | $1M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 4,107 | $1M | 0.1% | 2026-Q2 |
| McCartney Wealth Management LLC | 4,033 | $1M | 0.1% | 2026-Q2 |
| FIRST FINANCIAL BANK - TRUST DIVISION | 3,743 | $1M | 0.1% | 2026-Q2 |
| SHELTON CAPITAL MANAGEMENT added | 3,715 | $1M | 0.1% | 2026-Q2 |
| PVG ASSET MANAGEMENT CORP trimmed | 3,673 | $1M | 0.1% | 2026-Q2 |
| MYCIO WEALTH PARTNERS, LLC added | 3,632 | $1M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 3,582 | $1M | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 3,437 | $1M | 0.1% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 3,318 | $1M | 0.1% | 2026-Q2 |
| Tortoise Investment Management, LLC | 3,300 | $1M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP new | 3,167 | $1M | 0.1% | 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.