Who owns VTMX
Which tracked institutional funds hold VTMX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTMX company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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
7 tracked funds added or opened VTMX while 9 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
VTMX’s largest tracked holder by dollar value, THORNBURG INVESTMENT MANAGEMENT INC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VTMX 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 63 tracked filers holding VTMX, 30 increased or opened the position and 35 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 VTMX 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 1
- Militia Capital Management LLC$1M
Full exits 5
- Carmignac Gestion$24M
- MILLENNIUM MANAGEMENT LLC$1M
- ABS Direct Equity Fund LLC$1M
- Militia Capital Partners, LP$845K
- Nuveen, LLC$622K
Largest adds
- LAZARD ASSET MANAGEMENT LLC$3M
- WELLINGTON MANAGEMENT GROUP LLP$2M
- FMR LLC$2M
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$1M
- BlackRock, Inc.$448K
- BRANDES INVESTMENT PARTNERS, LP$325K
Largest trims
- ABC ARBITRAGE SA$4M
- BANK OF AMERICA CORP /DE/$1M
- MORGAN STANLEY$1M
- Grandeur Peak Global Advisors, LLC$712K
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 |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,820,351 | $61M | 18.6% | 2026-Q1 |
| FMR LLC trimmed | 1,537,959 | $51M | 15.7% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 362,154 | $12M | 3.7% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC added | 338,060 | $11M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 218,183 | $7M | 2.2% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 190,366 | $6M | 1.8% | 2026-Q1 |
| Grandeur Peak Global Advisors, LLC trimmed | 171,762 | $6M | 1.8% | 2026-Q1 |
| BlackRock, Inc. | 157,262 | $5M | 1.6% | 2026-Q1 |
| UBS Group AG trimmed | 80,962 | $3M | 0.8% | 2026-Q1 |
| SAMLYN CAPITAL, LLC added | 77,130 | $3M | 0.8% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 73,151 | $2M | 0.7% | 2026-Q1 |
| M&T Bank Corp trimmed | 69,572 | $2M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 66,878 | $2M | 0.7% | 2026-Q1 |
| Capital International Investors trimmed | 62,550 | $2M | 0.6% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 52,724 | $2M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 38,283 | $1M | 0.4% | 2026-Q1 |
| Militia Capital Management LLC new | 33,800 | $1M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 29,506 | $984K | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 26,930 | $898K | 0.3% | 2026-Q1 |
| ABC ARBITRAGE SA trimmed | 26,559 | $885K | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 19,892 | $663K | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 19,727 | $655K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 14,271 | $476K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 13,423 | $448K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 12,076 | $403K | 0.1% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. new | 10,944 | $365K | 0.1% | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC trimmed | 10,503 | $350K | 0.1% | 2026-Q1 |
| Acuitas Investments, LLC trimmed | 8,900 | $297K | 0.1% | 2026-Q1 |
| XTX Topco Ltd new | 8,144 | $272K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,820 | $261K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 7,271 | $242K | 0.1% | 2026-Q1 |
| Jump Financial, LLC added | 6,826 | $228K | 0.1% | 2026-Q1 |
| R Squared Ltd added | 6,230 | $208K | 0.1% | 2026-Q1 |
| Savant Capital, LLC trimmed | 6,194 | $207K | 0.1% | 2026-Q1 |
| Brookwood Investment Group LLC new | 6,112 | $204K | 0.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 6,052 | $202K | 0.1% | 2026-Q1 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 4,415 | $147K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. added | 4,387 | $146K | 0.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 3,924 | $131K | 0.0% | 2026-Q1 |
| JTC Employer Solutions Trustee Ltd | 2,184 | $73K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,763 | $59K | 0.0% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 1,288 | $43K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,217 | $41K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 845 | $28K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 815 | $27K | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC added | 503 | $17K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC trimmed | 480 | $16K | 0.0% | 2026-Q1 |
| Park Place Capital Corp | 468 | $16K | 0.0% | 2026-Q1 |
| WealthCollab, LLC | 390 | $13K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 339 | $12K | 0.0% | 2026-Q1 |
| Larson Financial Group LLC added | 341 | $11K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 190 | $6K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 44 | $3K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 85 | $3K | 0.0% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC | 84 | $3K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. | 57 | $2K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 34 | $1K | 0.0% | 2026-Q1 |
| Bell Investment Advisors, Inc new | 15 | $501 | 0.0% | 2026-Q1 |
| MAI Capital Management | 8 | $267 | 0.0% | 2026-Q1 |
| Stone House Investment Management, LLC trimmed | 8 | $267 | 0.0% | 2026-Q1 |
| IMA Advisory Services, Inc. trimmed | 3 | $100 | 0.0% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 267,382 | $61M | 18.7% | 2025-Q1 stale |
| Carmignac Gestion added | 796,215 | $24M | 7.4% | 2025-Q4 stale |
| Long Pond Capital, LP trimmed | 949,940 | $22M | 6.6% | 2025-Q1 stale |
| MACQUARIE GROUP LTD trimmed | 313,686 | $9M | 2.7% | 2025-Q3 stale |
| SPX Gestao de Recursos Ltda added | 253,726 | $6M | 1.8% | 2025-Q1 stale |
| CANADA PENSION PLAN INVESTMENT BOARD new | 120,300 | $3M | 1.0% | 2025-Q2 stale |
| Capital International, Inc./CA/ trimmed | 120,678 | $3M | 0.8% | 2025-Q1 stale |
| CAPITAL INTERNATIONAL SARL trimmed | 66,097 | $2M | 0.5% | 2025-Q1 stale |
| NATIONAL BANK OF CANADA /FI/ added | 50,000 | $1M | 0.4% | 2025-Q2 stale |
| Anson Funds Management LP trimmed | 54,826 | $1M | 0.4% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC added | 40,625 | $1M | 0.4% | 2025-Q4 stale |
| ABS Direct Equity Fund LLC trimmed | 36,800 | $1M | 0.3% | 2025-Q4 stale |
| Militia Capital Partners, LP added | 27,700 | $845K | 0.3% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 22,272 | $630K | 0.2% | 2025-Q3 stale |
| Nuveen, LLC trimmed | 20,391 | $622K | 0.2% | 2025-Q4 stale |
| THIRD AVENUE MANAGEMENT LLC | 25,000 | $570K | 0.2% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC added | 17,084 | $390K | 0.1% | 2025-Q1 stale |
| TT Capital Management LLC trimmed | 13,490 | $382K | 0.1% | 2025-Q3 stale |
| Bleakley Financial Group, LLC added | 13,165 | $372K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC added | 12,024 | $367K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 11,028 | $336K | 0.1% | 2025-Q4 stale |
| VICTORY CAPITAL MANAGEMENT INC | 9,177 | $251K | 0.1% | 2025-Q2 stale |
| Squarepoint Ops LLC new | 9,275 | $212K | 0.1% | 2025-Q1 stale |
| Global Retirement Partners, LLC new | 2,453 | $75K | 0.0% | 2025-Q4 stale |
| Mirae Asset Global Investments Co., Ltd. added | 1,667 | $51K | 0.0% | 2025-Q4 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 532 | $12K | 0.0% | 2025-Q1 stale |
| Arax Advisory Partners added | 118 | $4K | 0.0% | 2025-Q4 stale |
| Glass Jacobson Investment Advisors llc | 118 | $3K | 0.0% | 2025-Q1 stale |
| Binnacle Investments Inc trimmed | 101 | $3K | 0.0% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC | 84 | $3K | 0.0% | 2025-Q4 stale |
| BESSEMER GROUP INC new | 85 | $2K | 0.0% | 2025-Q3 stale |
| NewEdge Advisors, LLC | 58 | $2K | 0.0% | 2025-Q4 stale |
| Caitong International Asset Management Co., Ltd trimmed | 48 | $1K | 0.0% | 2025-Q2 stale |
| PRIVATE TRUST CO NA | 44 | $1K | 0.0% | 2025-Q3 stale |
| Tower Research Capital LLC (TRC) trimmed | 43 | $1K | 0.0% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN | 28 | $854 | 0.0% | 2025-Q4 stale |
| Riggs Asset Managment Co. Inc. new | 30 | $822 | 0.0% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 24 | $679 | 0.0% | 2025-Q3 stale |
| Geneos Wealth Management Inc. trimmed | 24 | $657 | 0.0% | 2025-Q2 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.