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Institutional Ownership · SEC Form 13F

Who owns VTI (VTI)


Which tracked institutional funds hold VTI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTI 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.

3,525
Institutional holders
727,172,130
Shares held (tracked funds)

How the tape is positioned

494 tracked funds added or opened VTI while 1052 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

VTI’s largest tracked holder by dollar value, Rakuten Investment Management, Inc., sizes it at 63.1% of its own reported 13F book, while the median holder sizes it at 3.8% of theirs — a 59.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in VTI 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 3525 tracked filers holding VTI, 1766 increased or opened the position and 1463 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 VTI 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 77

  • Vanguard Global Advisers, LLC$11.8B
  • VANGUARD ADVISERS INC$9.1B
  • Narodna banka Slovenska$1.8B
  • Vanguard National Trust Co$422M
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$223M
  • RW Investment Management LLC$150M

Full exits 101

  • VANGUARD GROUP INC$21.0B
  • Provida Pension Fund Administrator$479M
  • CIBC Private Wealth Group LLC$136M
  • Parkwood LLC$110M
  • EAGLE CAPITAL MANAGEMENT LLC$101M
  • COMERICA BANK$95M

Largest adds

  • Rakuten Investment Management, Inc.$15.5B
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$262M
  • VestGen Advisors, LLC$217M
  • GOLDMAN SACHS GROUP INC$134M
  • Obermeyer Wealth Partners$129M
  • Clearstead Advisors, LLC$127M

Largest trims

  • LPL Financial LLC$1.4B
  • Betterment LLC$571M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$369M
  • Wealthfront Advisers LLC$279M
  • AXXCESS WEALTH MANAGEMENT, LLC$245M
  • TIAA TRUST, NATIONAL ASSOCIATION$232M

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. added94,959,476$31.1B18.9%2026-Q1
Vanguard Global Advisers, LLC new36,915,651$11.8B7.2%2026-Q1
VANGUARD ADVISERS INC new28,490,615$9.1B5.5%2026-Q1
Betterment LLC trimmed24,526,707$7.9B4.8%2026-Q1
Wealthfront Advisers LLC trimmed17,969,445$5.8B3.5%2026-Q1
MORGAN STANLEY added14,341,153$4.6B2.8%2026-Q1
BANK OF AMERICA CORP /DE/ added14,287,409$4.6B2.8%2026-Q1
WealthNavi Inc. added12,935,073$4.1B2.5%2026-Q1
LPL Financial LLC trimmed10,325,305$3.3B2.0%2026-Q1
NORTHERN TRUST CORP added9,715,051$3.1B1.9%2026-Q1
Allworth Financial LP added8,504,378$2.7B1.7%2026-Q1
HB Wealth Management, LLC added8,726,405$2.7B1.6%2026-Q1
Creative Planning added6,120,710$2.0B1.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added6,031,021$1.9B1.2%2026-Q1
WELLS FARGO & COMPANY/MN added5,733,299$1.8B1.1%2026-Q1
Ballentine Partners, LLC trimmed5,541,921$1.8B1.1%2026-Q1
Narodna banka Slovenska new5,654,304$1.8B1.1%2026-Q1
Forvis Mazars Wealth Advisors, LLC added4,998,917$1.6B1.0%2026-Q1
JPMORGAN CHASE & CO trimmed4,704,927$1.5B0.9%2026-Q1
UBS Group AG added4,429,630$1.4B0.9%2026-Q1
Sequoia Financial Advisors, LLC added3,787,743$1.2B0.7%2026-Q1
NISSAY ASSET MANAGEMENT CORP /JAPAN3,663,005$1.2B0.7%2026-Q1
Cetera Investment Advisers added3,364,602$1.1B0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed2,952,890$947M0.6%2026-Q1
ROYAL BANK OF CANADA trimmed2,922,098$937M0.6%2026-Q1
GOLDMAN SACHS GROUP INC added2,904,307$932M0.6%2026-Q1
Focus Partners Wealth added2,745,961$881M0.5%2026-Q1
National Mutual Insurance Federation of Agricultural Cooperatives2,686,800$862M0.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed2,623,638$842M0.5%2026-Q1
SCS Capital Management LLC added2,603,399$835M0.5%2026-Q1
Savant Capital, LLC added2,597,185$833M0.5%2026-Q1
SBI Okasan Asset Management Co.Ltd. added2,661,390$830M0.5%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed2,337,078$750M0.5%2026-Q1
HighTower Advisors, LLC added2,237,801$718M0.4%2026-Q1
Facet Wealth, Inc. added2,231,332$716M0.4%2026-Q1
BROWN ADVISORY INC added2,209,084$709M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added2,131,861$684M0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added2,070,334$664M0.4%2026-Q1
US BANCORP \DE\ added2,115,013$656M0.4%2026-Q1
Cerity Partners LLC added1,984,206$637M0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed1,969,033$632M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed1,917,767$615M0.4%2026-Q1
Corient Private Wealth LLC trimmed1,944,482$605M0.4%2026-Q1
Mariner, LLC added1,854,681$595M0.4%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed1,735,336$557M0.3%2026-Q1
Bank of New York Mellon Corp trimmed1,735,083$557M0.3%2026-Q1
Summit Financial, LLC added1,731,717$556M0.3%2026-Q1
State of Tennessee, Department of Treasury added1,639,763$526M0.3%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added1,574,393$505M0.3%2026-Q1
FMR LLC added1,485,447$477M0.3%2026-Q1
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. trimmed1,466,525$470M0.3%2026-Q1
Foster Group, Inc. added1,396,012$448M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added1,390,995$446M0.3%2026-Q1
Vanguard National Trust Co new1,313,941$422M0.3%2026-Q1
Empower Advisory Group, LLC trimmed1,301,303$417M0.3%2026-Q1
Moss Adams Wealth Advisors LLC added1,259,916$404M0.2%2026-Q1
Symetra Investment Management Co added1,233,045$396M0.2%2026-Q1
IEQ CAPITAL, LLC added1,218,091$391M0.2%2026-Q1
Truepoint, Inc. trimmed1,178,270$378M0.2%2026-Q1
Private Advisor Group, LLC added1,175,472$377M0.2%2026-Q1
Plancorp, LLC added1,119,760$375M0.2%2026-Q1
Sageworth Trust Co trimmed1,124,957$361M0.2%2026-Q1
VISTA CAPITAL PARTNERS, INC. added1,117,965$359M0.2%2026-Q1
Rockefeller Capital Management L.P. added1,103,126$354M0.2%2026-Q1
WEALTHCARE CAPITAL MANAGEMENT LLC trimmed1,085,614$348M0.2%2026-Q1
Prime Capital Investment Advisors, LLC trimmed1,083,783$348M0.2%2026-Q1
ASSETMARK, INC added1,034,035$332M0.2%2026-Q1
Beacon Pointe Advisors, LLC added1,026,467$329M0.2%2026-Q1
BANK OF MONTREAL /CAN/ added969,473$311M0.2%2026-Q1
Capstone Financial Advisors, Inc. added969,374$311M0.2%2026-Q1
Wealthspire Advisors, LLC trimmed963,010$309M0.2%2026-Q1
Elm Partners Management LLC trimmed960,162$299M0.2%2026-Q1
West Virginia University Foundation, Inc added914,884$294M0.2%2026-Q1
Baird Financial Group, Inc. added903,864$290M0.2%2026-Q1
Quantinno Capital Management LP added900,091$289M0.2%2026-Q1
Caprock Group, LLC trimmed891,081$286M0.2%2026-Q1
Cresset Asset Management, LLC added860,804$276M0.2%2026-Q1
Gibson Capital, LLC trimmed851,601$273M0.2%2026-Q1
Norinchukin Bank, The added850,500$273M0.2%2026-Q1
Verus Financial Partners, Inc. added773,864$268M0.2%2026-Q1
Pathstone Holdings, LLC added833,032$267M0.2%2026-Q1
LINCOLN NATIONAL CORP added826,600$265M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added817,443$262M0.2%2026-Q1
TRUIST FINANCIAL CORP added810,869$260M0.2%2026-Q1
Vestmark Advisory Solutions, Inc. added806,789$259M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added799,543$256M0.2%2026-Q1
Apella Capital, LLC added730,033$256M0.2%2026-Q1
First Business Financial Services, Inc. added797,187$256M0.2%2026-Q1
Laird Norton Wetherby Trust Company, LLC added789,042$253M0.2%2026-Q1
Cabot-Wellington, LLC added779,153$250M0.2%2026-Q1
OXFORD FINANCIAL GROUP, LTD. LLC trimmed774,422$248M0.2%2026-Q1
Hardy Reed LLC added770,559$247M0.2%2026-Q1
VestGen Advisors, LLC added675,470$245M0.1%2026-Q1
N.E.W. Advisory Services LLC added759,045$244M0.1%2026-Q1
VANGUARD GROUP INC added62,622,049$21.0B12.7%2025-Q4 stale
State of New Jersey Common Pension Fund D added3,514,970$1.1B0.6%2025-Q2 stale
Provida Pension Fund Administrator trimmed1,429,668$479M0.3%2025-Q4 stale
CW Advisors, LLC added1,301,321$396M0.2%2025-Q2 stale
BALYASNY ASSET MANAGEMENT L.P. added1,344,381$369M0.2%2025-Q1 stale
NOVO HOLDINGS A/S1,038,550$341M0.2%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