Who owns VTSAX
Which tracked institutional funds hold VTSAX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTSAX 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
9 tracked funds added or opened VTSAX while 5 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
VTSAX’s largest tracked holder by dollar value, Disciplina Capital Management LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VTSAX 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 21 tracked filers holding VTSAX, 6 increased or opened the position and 16 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 VTSAX 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 3
- Point Nemo Capital, LLC$6M
- Wealthspire Advisors, LLC$4M
- Financial Gravity Companies, Inc.$1M
Full exits 4
- Disciplina Capital Management LLC$20M
- McIlrath & Eck, LLC$2M
- Financial Gravity Asset Management, Inc.$1M
- Lester Murray Antman dba SimplyRich$602K
Largest adds
- GREAT LAKES ADVISORS, LLC$2M
- Fulton Bank, N.A.$1M
- Williams Jones Wealth Management, LLC.$749K
- NORTH STAR ASSET MANAGEMENT INC$508K
- Arvest Bank Trust Division$424K
- Hemenway Trust Co LLC$284K
Largest trims
- Ethos Financial Group, LLC$744K
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 |
|---|---|---|---|---|
| GREAT LAKES ADVISORS, LLC trimmed | 73,544 | $13M | 14.8% | 2026-Q2 |
| Fulton Bank, N.A. trimmed | 49,947 | $9M | 10.0% | 2026-Q2 |
| Point Nemo Capital, LLC new | 33,051 | $6M | 6.6% | 2026-Q2 |
| Williams Jones Wealth Management, LLC. trimmed | 31,916 | $6M | 6.4% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 23,154 | $4M | 4.7% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 21,873 | $4M | 4.4% | 2026-Q2 |
| Hemenway Trust Co LLC | 11,863 | $2M | 2.4% | 2026-Q2 |
| Arvest Bank Trust Division added | 11,794 | $2M | 2.4% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 7,841 | $1M | 1.6% | 2026-Q2 |
| ROWLANDMILLER & PARTNERS.ADV trimmed | 3,839 | $692K | 0.8% | 2026-Q2 |
| FIRST MERCHANTS CORP trimmed | 3,773 | $680K | 0.8% | 2026-Q2 |
| Dempze Nancy E | 2,887 | $520K | 0.6% | 2026-Q2 |
| CENTRAL BANK & TRUST CO | 2,263 | $408K | 0.5% | 2026-Q2 |
| Trivant Custom Portfolio Group, LLC trimmed | 2,219 | $400K | 0.4% | 2026-Q2 |
| Violich Capital Management, Inc. | 2,000 | $360K | 0.4% | 2026-Q2 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1,920 | $346K | 0.4% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 1,885 | $331K | 0.4% | 2026-Q2 |
| WOODSTOCK CORP | 1,502 | $271K | 0.3% | 2026-Q2 |
| Park Place Capital Corp new | 1,125 | $203K | 0.2% | 2026-Q2 |
| McMillan Office, Inc. | 979 | $176K | 0.2% | 2026-Q2 |
| Vermillion Wealth Management, Inc. added | 573 | $103K | 0.1% | 2026-Q2 |
| Disciplina Capital Management LLC | 62,205 | $20M | 22.3% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC new | 13,870 | $2M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| Financial Gravity Asset Management, Inc. added | 7,818 | $1M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| Lester Murray Antman dba SimplyRich | 3,854 | $602K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| TIEMANN INVESTMENT ADVISORS, LLC new | 2,091 | $327K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| NEVILLE RODIE & SHAW INC added | 1,551 | $242K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Kohmann Bosshard Financial Services, LLC added | 1,393 | $217K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Coston, McIsaac & Partners added | 1,195 | $186K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed | 10,554 | $2M | 1.9% | 2025-Q4 stale (2 quarters behind) |
| Fifth Third Wealth Advisors LLC trimmed | 8,207 | $1M | 1.5% | 2025-Q4 stale (2 quarters behind) |
| U S WEALTH GROUP, LLC. added | 2,773 | $453K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 178 | $29K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| KELLEHER FINANCIAL ADVISORS new | 157 | $26K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Hurley Capital, LLC trimmed | 6,085 | $972K | 1.1% | 2025-Q3 stale (3 quarters behind) |
| Luminist Capital LLC new | 804 | $129K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Silvercrest Asset Management Group LLC new | 20,334 | $3M | 3.4% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group added | 18,672 | $3M | 3.1% | 2025-Q2 stale (4 quarters behind) |
| RiverFront Investment Group, LLC added | 8,390 | $1M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| PROFESSIONAL ADVISORY SERVICES INC | 3,683 | $545K | 0.6% | 2025-Q2 stale (4 quarters behind) |
| Jackson Creek Investment Advisors LLC | 1,519 | $225K | 0.3% | 2025-Q2 stale (4 quarters behind) |
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.