Who owns VTWG
Which tracked institutional funds hold VTWG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTWG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on VTWG is one-sided between 2026-Q1 and 2026-Q2: 72 added or opened and 14 trimmed or exited — on balance accumulating.
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
VTWG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes VTWG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VTWG 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 215 tracked filers holding VTWG, 91 increased or opened the position and 90 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 VTWG 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 6
- Vestmark Advisory Solutions, Inc.$5M
- FIDUCIENT ADVISORS LLC$4M
- CITADEL ADVISORS LLC$3M
- NewEdge Advisors, LLC$1M
- Belvedere Trading LLC$831K
- Global Retirement Partners, LLC$668K
Full exits 9
- Kingsview Wealth Management, LLC$7M
- CWM, LLC$6M
- HighTower Advisors, LLC$6M
- Brandywine Asset Management, Inc.$4M
- Parkside Financial Bank & Trust$3M
- LBJ Family Wealth Advisors, Ltd.$2M
Largest adds
- MORGAN STANLEY$23M
- BANK OF AMERICA CORP /DE/$19M
- Pathstone Holdings, LLC$11M
- LPL Financial LLC$8M
- AMG National Trust Bank$8M
- OSAIC HOLDINGS, INC.$6M
Largest trims
- Private Advisor Group, LLC$15M
- Kestra Advisory Services, LLC$2M
- GTS SECURITIES LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Tower Research Capital LLC (TRC)$419K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 308,503 | $89M | 11.7% | 2026-Q2 |
| MORGAN STANLEY added | 257,410 | $74M | 9.7% | 2026-Q2 |
| Pathstone Holdings, LLC added | 172,944 | $50M | 6.5% | 2026-Q2 |
| ASSETMARK, INC trimmed | 113,045 | $33M | 4.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 101,066 | $29M | 3.8% | 2026-Q2 |
| TFC Financial Management, Inc. added | 87,140 | $25M | 3.3% | 2026-Q2 |
| LPL Financial LLC added | 78,870 | $23M | 3.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 75,664 | $22M | 2.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 75,181 | $22M | 2.9% | 2026-Q2 |
| Systelligence, LLC trimmed | 67,915 | $20M | 2.6% | 2026-Q2 |
| QUEST INVESTMENT MANAGEMENT LLC | 66,964 | $19M | 2.5% | 2026-Q2 |
| AMG National Trust Bank added | 54,279 | $16M | 2.1% | 2026-Q2 |
| Sound Income Strategies, LLC added | 54,217 | $16M | 2.0% | 2026-Q2 |
| UBS Group AG trimmed | 49,393 | $14M | 1.9% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 49,292 | $14M | 1.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 42,219 | $12M | 1.6% | 2026-Q2 |
| WestHill Financial Advisors, Inc. trimmed | 41,503 | $12M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 39,615 | $11M | 1.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 39,370 | $11M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 37,169 | $11M | 1.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 34,002 | $10M | 1.3% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 32,625 | $9M | 1.2% | 2026-Q2 |
| LJI Wealth Management, LLC trimmed | 31,517 | $9M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 29,201 | $8M | 1.1% | 2026-Q2 |
| Nvest Financial, LLC added | 27,103 | $8M | 1.0% | 2026-Q2 |
| Centric Wealth Management added | 24,280 | $7M | 0.9% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 23,922 | $7M | 0.9% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 23,571 | $7M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 22,662 | $7M | 0.9% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC trimmed | 21,783 | $6M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 21,507 | $6M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 20,081 | $6M | 0.8% | 2026-Q2 |
| Savant Capital, LLC added | 19,787 | $5M | 0.7% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 19,203 | $5M | 0.7% | 2026-Q2 |
| Virtue Capital Management, LLC added | 18,829 | $5M | 0.7% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 18,061 | $5M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 17,654 | $5M | 0.7% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 17,629 | $5M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 17,538 | $5M | 0.7% | 2026-Q2 |
| Allegheny Financial Group trimmed | 16,440 | $5M | 0.6% | 2026-Q2 |
| IVC Wealth Advisors LLC trimmed | 16,314 | $5M | 0.6% | 2026-Q2 |
| COMMERCE BANK added | 16,180 | $5M | 0.6% | 2026-Q2 |
| Creative Planning trimmed | 13,520 | $4M | 0.5% | 2026-Q2 |
| Vermillion Wealth Management, Inc. added | 13,504 | $4M | 0.5% | 2026-Q2 |
| FIDUCIENT ADVISORS LLC new | 12,911 | $4M | 0.5% | 2026-Q2 |
| National Philanthropic Trust added | 12,147 | $3M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 11,843 | $3M | 0.4% | 2026-Q2 |
| Grey Fox Wealth Advisors, LLC added | 11,822 | $3M | 0.4% | 2026-Q2 |
| Summit Financial, LLC trimmed | 11,504 | $3M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 11,099 | $3M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 10,722 | $3M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 10,456 | $3M | 0.4% | 2026-Q2 |
| Bragg Financial Advisors, Inc added | 10,450 | $3M | 0.4% | 2026-Q2 |
| Clearstead Advisors, LLC added | 9,607 | $3M | 0.4% | 2026-Q2 |
| NYL Investors LLC | 9,482 | $3M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 9,380 | $3M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 9,278 | $3M | 0.4% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 9,222 | $3M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 9,113 | $3M | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 8,825 | $3M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 7,781 | $2M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 6,563 | $2M | 0.2% | 2026-Q2 |
| Keystone Global Partners, LLC trimmed | 6,543 | $2M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 6,363 | $2M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 6,337 | $2M | 0.2% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 5,981 | $2M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC | 5,465 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 5,381 | $2M | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC trimmed | 5,356 | $2M | 0.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 5,220 | $2M | 0.2% | 2026-Q2 |
| FourThought Financial Partners, LLC trimmed | 4,734 | $1M | 0.2% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 4,588 | $1M | 0.2% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 4,338 | $1M | 0.2% | 2026-Q2 |
| VANCE WEALTH, LLC trimmed | 4,157 | $1M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 4,125 | $1M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,991 | $1M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 3,649 | $1M | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 3,447 | $992K | 0.1% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC added | 3,433 | $988K | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 3,362 | $957K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 3,166 | $911K | 0.1% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 3,074 | $884K | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC | 3,000 | $863K | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 2,995 | $818K | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 2,989 | $860K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 2,926 | $842K | 0.1% | 2026-Q2 |
| Curi Capital, LLC | 2,921 | $840K | 0.1% | 2026-Q2 |
| Belvedere Trading LLC added | 2,890 | $831K | 0.1% | 2026-Q2 |
| Michels Family Financial, LLC trimmed | 2,731 | $786K | 0.1% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 2,702 | $777K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 2,689 | $774K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 2,604 | $749K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 2,512 | $723K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 2,369 | $682K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 2,320 | $668K | 0.1% | 2026-Q2 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ added | 2,171 | $625K | 0.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 2,125 | $611K | 0.1% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 2,108 | $606K | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC added | 2,032 | $585K | 0.1% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 2,027 | $583K | 0.1% | 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.