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-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
25 tracked funds added or opened VTWG while 25 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
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 2025-Q4 and 2026-Q1, across 203 tracked filers holding VTWG, 98 increased or opened the position and 72 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 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 7
- TFC Financial Management, Inc.$19M
- Kingsview Wealth Management, LLC$7M
- GTS SECURITIES LLC$3M
- FIFTH THIRD BANCORP$2M
- Tower Research Capital LLC (TRC)$1M
- NICOLET BANKSHARES INC$1M
Full exits 4
- CITADEL ADVISORS LLC$2M
- MIdWestOne Financial Group, Inc.$1M
- COMERICA BANK$879K
- NewEdge Advisors, LLC$879K
Largest adds
- Private Advisor Group, LLC$13M
- Equitable Holdings, Inc.$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Nvest Financial, LLC$5M
- AMG National Trust Bank$3M
- ROYAL BANK OF CANADA$2M
Largest trims
- Virtue Capital Management, LLC$20M
- BANK OF AMERICA CORP /DE/$4M
- BROWN ADVISORY INC$4M
- WESTWOOD HOLDINGS GROUP INC$4M
- Pathstone Holdings, LLC$2M
- OSAIC HOLDINGS, INC.$2M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 305,368 | $70M | 10.8% | 2026-Q1 |
| MORGAN STANLEY added | 223,062 | $51M | 7.9% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 168,587 | $39M | 6.0% | 2026-Q1 |
| ASSETMARK, INC added | 114,799 | $26M | 4.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 99,042 | $23M | 3.5% | 2026-Q1 |
| TFC Financial Management, Inc. new | 82,375 | $19M | 2.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 75,467 | $17M | 2.7% | 2026-Q1 |
| Systelligence, LLC added | 74,008 | $17M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 73,438 | $17M | 2.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 71,395 | $16M | 2.5% | 2026-Q1 |
| QUEST INVESTMENT MANAGEMENT LLC | 66,964 | $15M | 2.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 62,712 | $14M | 2.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 52,285 | $12M | 1.9% | 2026-Q1 |
| UBS Group AG added | 51,867 | $12M | 1.8% | 2026-Q1 |
| Sound Income Strategies, LLC added | 46,580 | $11M | 1.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 43,858 | $10M | 1.6% | 2026-Q1 |
| WestHill Financial Advisors, Inc. added | 41,701 | $10M | 1.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 40,806 | $9M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 40,237 | $9M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 38,082 | $9M | 1.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 34,553 | $8M | 1.2% | 2026-Q1 |
| LJI Wealth Management, LLC added | 33,733 | $8M | 1.2% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 33,726 | $8M | 1.2% | 2026-Q1 |
| AMG National Trust Bank added | 33,690 | $8M | 1.2% | 2026-Q1 |
| Institute for Wealth Management, LLC. added | 33,642 | $8M | 1.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 31,614 | $7M | 1.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 31,532 | $7M | 1.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 28,675 | $7M | 1.0% | 2026-Q1 |
| CWM, LLC trimmed | 27,564 | $6M | 1.0% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 27,338 | $6M | 1.0% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 25,014 | $6M | 0.9% | 2026-Q1 |
| Nvest Financial, LLC added | 24,847 | $6M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 24,517 | $6M | 0.9% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC trimmed | 22,236 | $5M | 0.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 21,488 | $5M | 0.8% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 19,669 | $5M | 0.7% | 2026-Q1 |
| Centric Wealth Management added | 17,153 | $5M | 0.7% | 2026-Q1 |
| Brandywine Asset Management, Inc. added | 18,550 | $4M | 0.7% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 17,079 | $4M | 0.6% | 2026-Q1 |
| Allegheny Financial Group added | 16,806 | $4M | 0.6% | 2026-Q1 |
| Virtue Capital Management, LLC trimmed | 17,359 | $4M | 0.6% | 2026-Q1 |
| IVC Wealth Advisors LLC added | 16,594 | $4M | 0.6% | 2026-Q1 |
| COMMERCE BANK trimmed | 14,405 | $3M | 0.5% | 2026-Q1 |
| Creative Planning added | 13,688 | $3M | 0.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 13,282 | $3M | 0.5% | 2026-Q1 |
| Vermillion Wealth Management, Inc. added | 12,732 | $3M | 0.5% | 2026-Q1 |
| National Philanthropic Trust | 11,911 | $3M | 0.4% | 2026-Q1 |
| IEQ CAPITAL, LLC | 11,675 | $3M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 11,532 | $3M | 0.4% | 2026-Q1 |
| Grey Fox Wealth Advisors, LLC added | 11,116 | $3M | 0.4% | 2026-Q1 |
| Parkside Financial Bank & Trust trimmed | 11,065 | $3M | 0.4% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 10,863 | $2M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 10,444 | $2M | 0.4% | 2026-Q1 |
| Bragg Financial Advisors, Inc added | 10,213 | $2M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 10,437 | $2M | 0.4% | 2026-Q1 |
| Savant Capital, LLC trimmed | 9,930 | $2M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 9,781 | $2M | 0.3% | 2026-Q1 |
| Clearstead Advisors, LLC added | 9,606 | $2M | 0.3% | 2026-Q1 |
| NYL Investors LLC | 9,482 | $2M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. | 9,380 | $2M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 9,207 | $2M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 9,065 | $2M | 0.3% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 8,860 | $2M | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 8,115 | $2M | 0.3% | 2026-Q1 |
| Keystone Global Partners, LLC trimmed | 7,910 | $2M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 7,346 | $2M | 0.3% | 2026-Q1 |
| LBJ Family Wealth Advisors, Ltd. added | 7,214 | $2M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 6,703 | $2M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 6,207 | $1M | 0.2% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 6,010 | $1M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 5,465 | $1M | 0.2% | 2026-Q1 |
| Prosperity Consulting Group, LLC trimmed | 5,422 | $1M | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 5,229 | $1M | 0.2% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 5,099 | $1M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 5,023 | $1M | 0.2% | 2026-Q1 |
| FourThought Financial Partners, LLC trimmed | 4,808 | $1M | 0.2% | 2026-Q1 |
| NICOLET BANKSHARES INC new | 4,789 | $1M | 0.2% | 2026-Q1 |
| VANCE WEALTH, LLC added | 4,209 | $964K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,135 | $947K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC | 3,999 | $916K | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA | 3,830 | $841K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 3,507 | $803K | 0.1% | 2026-Q1 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC trimmed | 3,484 | $798K | 0.1% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 3,446 | $789K | 0.1% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 2,991 | $783K | 0.1% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 3,407 | $780K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,415 | $766K | 0.1% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 3,320 | $760K | 0.1% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 3,319 | $760K | 0.1% | 2026-Q1 |
| CW Advisors, LLC trimmed | 54,204 | $11M | 1.7% | 2025-Q2 stale |
| BNP PARIBAS FINANCIAL MARKETS | 45,000 | $8M | 1.3% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 15,769 | $3M | 0.5% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 8,429 | $2M | 0.3% | 2025-Q4 stale |
| MIdWestOne Financial Group, Inc. added | 4,909 | $1M | 0.2% | 2025-Q4 stale |
| Sigma Planning Corp added | 4,015 | $939K | 0.1% | 2025-Q3 stale |
| COUNTRY CLUB BANK | 3,830 | $894K | 0.1% | 2025-Q3 stale |
| COMERICA BANK added | 3,724 | $879K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 3,724 | $879K | 0.1% | 2025-Q4 stale |
| Wolf Group Capital Advisors trimmed | 4,248 | $792K | 0.1% | 2025-Q1 stale |
| CAROLINAS WEALTH CONSULTING LLC added | 3,983 | $742K | 0.1% | 2025-Q1 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.