Who owns VTIP (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-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
275 tracked funds added or opened VTIP while 121 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
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 2025-Q4 and 2026-Q1, across 906 tracked filers holding VTIP, 513 increased or opened the position and 339 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 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 45
- Empowered Funds, LLC$67M
- Penserra Capital Management LLC$39M
- University of Illinois Foundation$25M
- CITADEL ADVISORS LLC$14M
- Goodman Financial Corp$14M
- Vertrix Wealth Management, LLC$12M
Full exits 29
- TRUST CO OF VERMONT$36M
- BAILARD, INC.$27M
- FRANKLIN RESOURCES INC$16M
- SB Capital Management Inc$12M
- Yeomans Consulting Group, Inc.$7M
- MARYLAND CAPITAL ADVISORS INC.$4M
Largest adds
- Focus Partners Advisor Solutions, LLC$154M
- GOLDMAN SACHS GROUP INC$71M
- Wealthfront Advisers LLC$63M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$55M
- MORGAN STANLEY$49M
- Strategic Financial Services, Inc.$32M
Largest trims
- JPMORGAN CHASE & CO$1.4B
- SEI INVESTMENTS CO$195M
- CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$70M
- LPL Financial LLC$26M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$24M
- 3EDGE Asset Management, LP$22M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 17,789,030 | $889M | 10.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 11,678,894 | $583M | 7.1% | 2026-Q1 |
| Valmark Advisers, Inc. added | 7,073,953 | $353M | 4.3% | 2026-Q1 |
| MORGAN STANLEY added | 5,826,114 | $291M | 3.5% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 5,727,635 | $286M | 3.5% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV trimmed | 5,447,681 | $272M | 3.3% | 2026-Q1 |
| FMR LLC trimmed | 4,942,565 | $247M | 3.0% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 4,890,809 | $244M | 3.0% | 2026-Q1 |
| Wealthfront Advisers LLC added | 4,855,031 | $243M | 2.9% | 2026-Q1 |
| Focus Partners Wealth added | 4,602,849 | $230M | 2.8% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 4,455,868 | $223M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,324,817 | $216M | 2.6% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 4,180,880 | $209M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,797,614 | $190M | 2.3% | 2026-Q1 |
| Savant Capital, LLC trimmed | 3,505,501 | $175M | 2.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,847,124 | $142M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 2,466,492 | $123M | 1.5% | 2026-Q1 |
| Klingman & Associates, LLC added | 2,425,416 | $121M | 1.5% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 2,312,674 | $116M | 1.4% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co added | 2,100,623 | $105M | 1.3% | 2026-Q1 |
| STUDIO INVESTMENT MANAGEMENT LLC | 1,821,477 | $90M | 1.1% | 2026-Q1 |
| SATOVSKY ASSET MANAGEMENT LLC added | 1,709,627 | $85M | 1.0% | 2026-Q1 |
| BOK Financial Private Wealth, Inc. added | 1,685,046 | $84M | 1.0% | 2026-Q1 |
| First Interstate Bank added | 1,520,921 | $76M | 0.9% | 2026-Q1 |
| Fund Evaluation Group, LLC added | 1,487,047 | $74M | 0.9% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,478,677 | $74M | 0.9% | 2026-Q1 |
| True Link Financial Advisors, LLC added | 1,471,015 | $73M | 0.9% | 2026-Q1 |
| Strategic Financial Services, Inc. added | 1,468,510 | $73M | 0.9% | 2026-Q1 |
| Betterment LLC trimmed | 1,465,040 | $73M | 0.9% | 2026-Q1 |
| Empowered Funds, LLC added | 1,347,765 | $67M | 0.8% | 2026-Q1 |
| Beacon Capital Management, Inc. added | 1,333,111 | $67M | 0.8% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,179,891 | $59M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,102,937 | $55M | 0.7% | 2026-Q1 |
| Garde Capital, Inc. added | 1,100,702 | $55M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 1,092,047 | $55M | 0.7% | 2026-Q1 |
| UBS Group AG added | 1,090,267 | $54M | 0.7% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 1,048,449 | $52M | 0.6% | 2026-Q1 |
| ALTFEST L J & CO INC added | 1,004,638 | $50M | 0.6% | 2026-Q1 |
| ASSETMARK, INC trimmed | 956,747 | $48M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 930,673 | $46M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 892,213 | $45M | 0.5% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 856,145 | $43M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 799,165 | $40M | 0.5% | 2026-Q1 |
| MOLLER WEALTH PARTNERS added | 783,398 | $39M | 0.5% | 2026-Q1 |
| Penserra Capital Management LLC new | 774,292 | $39M | 0.5% | 2026-Q1 |
| Pacific Sage Partners, LLC added | 750,511 | $37M | 0.5% | 2026-Q1 |
| Efficient Advisors, LLC added | 738,954 | $37M | 0.4% | 2026-Q1 |
| Leonard Rickey Investment Advisors P.L.L.C. added | 717,241 | $36M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 711,469 | $36M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 706,033 | $35M | 0.4% | 2026-Q1 |
| FINANCIAL CONSULATE, INC added | 705,949 | $35M | 0.4% | 2026-Q1 |
| Financial Plan, Inc. added | 680,491 | $34M | 0.4% | 2026-Q1 |
| THOMPSON SIEGEL & WALMSLEY LLC added | 656,298 | $33M | 0.4% | 2026-Q1 |
| Marotta Asset Management trimmed | 656,176 | $33M | 0.4% | 2026-Q1 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC added | 628,807 | $31M | 0.4% | 2026-Q1 |
| Cornerstone National Bank & Trust Co trimmed | 620,201 | $31M | 0.4% | 2026-Q1 |
| Stratos Investment Management, LLC added | 608,256 | $30M | 0.4% | 2026-Q1 |
| Arlington Financial Advisors, LLC added | 590,921 | $30M | 0.4% | 2026-Q1 |
| Adventist Health System/ West trimmed | 572,974 | $29M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 571,882 | $29M | 0.3% | 2026-Q1 |
| DEFINE FINANCIAL, LLC added | 566,241 | $28M | 0.3% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 546,717 | $27M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 542,851 | $27M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 512,651 | $26M | 0.3% | 2026-Q1 |
| Fiduciary Planning LLC added | 506,084 | $25M | 0.3% | 2026-Q1 |
| Alaska Permanent Capital Management, LLC added | 505,851 | $25M | 0.3% | 2026-Q1 |
| WEBSTER BANK, N. A. added | 501,985 | $25M | 0.3% | 2026-Q1 |
| University of Illinois Foundation new | 500,168 | $25M | 0.3% | 2026-Q1 |
| VAN STRUM & TOWNE INC. added | 497,026 | $25M | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 442,387 | $22M | 0.3% | 2026-Q1 |
| Addison Advisors LLC added | 432,060 | $22M | 0.3% | 2026-Q1 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC added | 423,463 | $21M | 0.3% | 2026-Q1 |
| AE Wealth Management LLC added | 420,154 | $21M | 0.3% | 2026-Q1 |
| ProVise Management Group, LLC added | 416,335 | $21M | 0.3% | 2026-Q1 |
| Brickley Wealth Management added | 408,487 | $20M | 0.2% | 2026-Q1 |
| NKCFO LLC added | 405,450 | $20M | 0.2% | 2026-Q1 |
| Fairway Wealth LLC added | 1,104,084 | $20M | 0.2% | 2026-Q1 |
| MAYPORT, LLC added | 396,348 | $20M | 0.2% | 2026-Q1 |
| Sellwood Investment Partners LLC trimmed | 395,601 | $20M | 0.2% | 2026-Q1 |
| Portland Global Advisors LLC added | 387,498 | $19M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 387,222 | $19M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 384,241 | $19M | 0.2% | 2026-Q1 |
| Deane Retirement Strategies, Inc. added | 383,074 | $19M | 0.2% | 2026-Q1 |
| SWAN Capital LLC added | 382,363 | $19M | 0.2% | 2026-Q1 |
| Apella Capital, LLC trimmed | 379,888 | $19M | 0.2% | 2026-Q1 |
| Burton Enright Welch added | 366,971 | $18M | 0.2% | 2026-Q1 |
| Chemistry Wealth Management LLC added | 366,902 | $18M | 0.2% | 2026-Q1 |
| Nova R Wealth, Inc. added | 365,519 | $18M | 0.2% | 2026-Q1 |
| Greystone Financial Group, LLC trimmed | 352,966 | $18M | 0.2% | 2026-Q1 |
| FARMERS & MERCHANTS INVESTMENTS INC added | 348,731 | $17M | 0.2% | 2026-Q1 |
| Emprise Bank trimmed | 348,233 | $17M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 344,513 | $17M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,608,843 | $81M | 1.0% | 2025-Q3 stale |
| CW Advisors, LLC added | 891,034 | $45M | 0.5% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 730,300 | $37M | 0.4% | 2025-Q3 stale |
| TRUST CO OF VERMONT added | 732,514 | $36M | 0.4% | 2025-Q4 stale |
| Rappaport Reiches Capital Management, LLC added | 574,887 | $29M | 0.3% | 2025-Q1 stale |
| BAILARD, INC. new | 538,707 | $27M | 0.3% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 474,028 | $24M | 0.3% | 2025-Q2 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC trimmed | 370,877 | $19M | 0.2% | 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.
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.