Who owns VTIP
Which tracked institutional funds hold VTIP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTIP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 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
291 tracked funds added or opened VTIP while 109 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
VTIP’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 1.9% of theirs — a 1.7pp gap the other way — the median holder sizes VTIP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VTIP 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 917 tracked filers holding VTIP, 583 increased or opened the position and 314 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 VTIP 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 42
- Accredited Investors Inc.$51M
- TRUST CO OF VERMONT$45M
- Ethos Capital Management, Inc.$36M
- Woodward Financial Advisors, Inc.$22M
- McLean Asset Management Corp$13M
- HAMEL ASSOCIATES, INC.$12M
Full exits 50
- HighTower Advisors, LLC$142M
- EVOKE WEALTH, LLC$116M
- Fund Evaluation Group, LLC$74M
- Betterment LLC$73M
- Penserra Capital Management LLC$39M
- Efficient Advisors, LLC$37M
Largest adds
- Savant Capital, LLC$178M
- MAI Capital Management$117M
- ARMSTRONG ADVISORY GROUP, INC$73M
- Wealthfront Advisers LLC$66M
- Arax Advisory Partners$65M
- Cerity Partners LLC$52M
Largest trims
- GOLDMAN SACHS GROUP INC$218M
- True Link Financial Advisors, LLC$72M
- Beacon Capital Management, Inc.$31M
- WELLS FARGO & COMPANY/MN$25M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$13M
- Addison Advisors LLC$11M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 18,526,302 | $931M | 10.9% | 2026-Q2 |
| Valmark Advisers, Inc. added | 7,347,518 | $369M | 4.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 7,281,217 | $366M | 4.3% | 2026-Q2 |
| Savant Capital, LLC added | 7,049,255 | $353M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 6,439,963 | $323M | 3.8% | 2026-Q2 |
| Wealthfront Advisers LLC added | 6,137,312 | $308M | 3.6% | 2026-Q2 |
| SEI INVESTMENTS CO added | 6,019,982 | $302M | 3.5% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 5,683,131 | $285M | 3.3% | 2026-Q2 |
| Focus Partners Wealth added | 5,337,573 | $268M | 3.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 5,146,018 | $258M | 3.0% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 5,045,602 | $253M | 3.0% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 4,995,637 | $251M | 2.9% | 2026-Q2 |
| FMR LLC trimmed | 4,790,222 | $241M | 2.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,345,770 | $218M | 2.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,320,397 | $217M | 2.5% | 2026-Q2 |
| Klingman & Associates, LLC added | 2,611,590 | $131M | 1.5% | 2026-Q2 |
| MAI Capital Management added | 2,338,765 | $117M | 1.4% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co added | 2,102,882 | $106M | 1.2% | 2026-Q2 |
| BOK Financial Private Wealth, Inc. added | 2,030,876 | $102M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,953,570 | $98M | 1.2% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC added | 1,869,358 | $94M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,847,655 | $93M | 1.1% | 2026-Q2 |
| Cerity Partners LLC added | 1,741,550 | $87M | 1.0% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC added | 1,718,938 | $86M | 1.0% | 2026-Q2 |
| ASSETMARK, INC added | 1,673,562 | $84M | 1.0% | 2026-Q2 |
| First Interstate Bank added | 1,568,915 | $79M | 0.9% | 2026-Q2 |
| Strategic Financial Services, Inc. added | 1,543,640 | $78M | 0.9% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,478,713 | $74M | 0.9% | 2026-Q2 |
| ARMSTRONG ADVISORY GROUP, INC added | 1,455,422 | $73M | 0.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,333,566 | $67M | 0.8% | 2026-Q2 |
| Arax Advisory Partners added | 1,303,595 | $65M | 0.8% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 1,258,283 | $62M | 0.7% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 1,209,758 | $61M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,193,049 | $60M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,184,197 | $59M | 0.7% | 2026-Q2 |
| Garde Capital, Inc. added | 1,156,378 | $58M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 1,146,348 | $58M | 0.7% | 2026-Q2 |
| Fairway Wealth LLC added | 1,111,931 | $21M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 1,062,481 | $53M | 0.6% | 2026-Q2 |
| Accredited Investors Inc. new | 1,014,386 | $51M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 964,393 | $48M | 0.6% | 2026-Q2 |
| TRUST CO OF VERMONT added | 900,431 | $45M | 0.5% | 2026-Q2 |
| ALTFEST L J & CO INC trimmed | 852,080 | $43M | 0.5% | 2026-Q2 |
| Pacific Sage Partners, LLC added | 809,759 | $41M | 0.5% | 2026-Q2 |
| MOLLER WEALTH PARTNERS added | 807,517 | $41M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 796,228 | $40M | 0.5% | 2026-Q2 |
| Leonard Rickey Investment Advisors P.L.L.C. added | 791,967 | $40M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 786,928 | $40M | 0.5% | 2026-Q2 |
| Financial Plan, Inc. added | 776,767 | $39M | 0.5% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 738,693 | $37M | 0.4% | 2026-Q2 |
| Ethos Capital Management, Inc. new | 715,805 | $36M | 0.4% | 2026-Q2 |
| Beacon Capital Management, Inc. trimmed | 712,474 | $36M | 0.4% | 2026-Q2 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC added | 683,280 | $34M | 0.4% | 2026-Q2 |
| Marotta Asset Management added | 667,167 | $33M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 661,676 | $33M | 0.4% | 2026-Q2 |
| Arlington Financial Advisors, LLC added | 653,370 | $33M | 0.4% | 2026-Q2 |
| DEFINE FINANCIAL, LLC added | 644,675 | $32M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 639,705 | $32M | 0.4% | 2026-Q2 |
| Stratos Investment Management, LLC added | 623,489 | $31M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 623,336 | $31M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 617,814 | $31M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 600,890 | $30M | 0.4% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 599,305 | $30M | 0.4% | 2026-Q2 |
| Adventist Health System/ West | 572,974 | $29M | 0.3% | 2026-Q2 |
| Cornerstone National Bank & Trust Co trimmed | 550,581 | $27M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 542,843 | $30M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 525,001 | $26M | 0.3% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. trimmed | 522,120 | $26M | 0.3% | 2026-Q2 |
| Alaska Permanent Capital Management, LLC added | 521,491 | $26M | 0.3% | 2026-Q2 |
| WEBSTER BANK, N. A. added | 516,076 | $26M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 514,454 | $26M | 0.3% | 2026-Q2 |
| VAN STRUM & TOWNE INC. added | 510,557 | $26M | 0.3% | 2026-Q2 |
| Schorn Wealth LLC trimmed | 506,031 | $25M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 503,405 | $25M | 0.3% | 2026-Q2 |
| Deane Retirement Strategies, Inc. added | 495,958 | $25M | 0.3% | 2026-Q2 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC added | 436,245 | $22M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 434,677 | $22M | 0.3% | 2026-Q2 |
| Woodward Financial Advisors, Inc. new | 432,340 | $22M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 429,630 | $22M | 0.3% | 2026-Q2 |
| ProVise Management Group, LLC added | 426,377 | $21M | 0.3% | 2026-Q2 |
| Burton Enright Welch added | 422,683 | $21M | 0.2% | 2026-Q2 |
| Chemistry Wealth Management LLC added | 422,416 | $21M | 0.2% | 2026-Q2 |
| SWAN Capital LLC added | 422,205 | $21M | 0.2% | 2026-Q2 |
| Goodman Financial Corp added | 421,313 | $21M | 0.2% | 2026-Q2 |
| MAYPORT, LLC added | 420,360 | $21M | 0.2% | 2026-Q2 |
| SJS Investment Consulting Inc. added | 420,192 | $21M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 418,059 | $21M | 0.2% | 2026-Q2 |
| Brickley Wealth Management added | 414,646 | $21M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 410,143 | $21M | 0.2% | 2026-Q2 |
| Atria Investments, Inc added | 395,897 | $20M | 0.2% | 2026-Q2 |
| Sellwood Investment Partners LLC trimmed | 394,459 | $20M | 0.2% | 2026-Q2 |
| Portland Global Advisors LLC added | 390,446 | $20M | 0.2% | 2026-Q2 |
| Glenview Trust Co added | 387,486 | $19M | 0.2% | 2026-Q2 |
| Nova R Wealth, Inc. added | 385,525 | $19M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 371,543 | $19M | 0.2% | 2026-Q2 |
| Lifeworks Advisors, LLC added | 370,992 | $19M | 0.2% | 2026-Q2 |
| Wingate Wealth Advisors, Inc. added | 369,500 | $19M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 365,072 | $18M | 0.2% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 364,472 | $18M | 0.2% | 2026-Q2 |
| Emprise Bank added | 360,122 | $18M | 0.2% | 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.