Who owns VTWO
Which tracked institutional funds hold VTWO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTWO 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
The tracked-fund tape on VTWO is one-sided between 2026-Q1 and 2026-Q2: 256 added or opened and 50 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
VTWO’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VTWO 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 708 tracked filers holding VTWO, 338 increased or opened the position and 284 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 VTWO 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 24
- Encompass More Asset Management$11M
- Myriad Asset Management Advisors LLC$11M
- NewEdge Advisors, LLC$6M
- IMA Advisory Services, Inc.$5M
- Montgomery Financial Services LLC$4M
- J. M. Brown & Associates Inc.$4M
Full exits 30
- NATIXIS ADVISORS, LLC$292M
- EVOKE WEALTH, LLC$57M
- CSM Advisors, LLC$38M
- Janney Montgomery Scott LLC$28M
- Brandywine Asset Management, Inc.$15M
- Thrivent Financial for Lutherans$9M
Largest adds
- BANK OF AMERICA CORP /DE/$643M
- NEOS Investment Management LLC$372M
- UBS Group AG$303M
- MORGAN STANLEY$192M
- US BANCORP \DE\$139M
- STIFEL FINANCIAL CORP$127M
Largest trims
- JONES FINANCIAL COMPANIES LLLP$58M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$22M
- Nuveen, LLC$20M
- BNP PARIBAS FINANCIAL MARKETS$12M
- JANE STREET GROUP, LLC$8M
- Lloyd Advisory Services, LLC.$7M
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 | 24,964,224 | $3.0B | 24.8% | 2026-Q2 |
| UBS Group AG added | 13,062,676 | $1.6B | 13.0% | 2026-Q2 |
| MORGAN STANLEY added | 8,955,617 | $1.1B | 8.9% | 2026-Q2 |
| NEOS Investment Management LLC added | 8,513,553 | $1.0B | 8.5% | 2026-Q2 |
| US BANCORP \DE\ added | 5,896,669 | $716M | 5.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,076,388 | $495M | 4.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,612,932 | $439M | 3.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 2,947,269 | $355M | 2.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,849,165 | $346M | 2.8% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,269,264 | $276M | 2.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,861,145 | $225M | 1.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,803,053 | $219M | 1.8% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 1,480,354 | $180M | 1.5% | 2026-Q2 |
| LPL Financial LLC added | 1,226,242 | $149M | 1.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,132,212 | $137M | 1.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 862,639 | $105M | 0.9% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 774,422 | $94M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 740,209 | $90M | 0.7% | 2026-Q2 |
| AMG National Trust Bank added | 628,901 | $76M | 0.6% | 2026-Q2 |
| MAI Capital Management added | 627,845 | $76M | 0.6% | 2026-Q2 |
| Henshaw Capital LLC | 582,050 | $71M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 566,229 | $69M | 0.6% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 420,000 | $51M | 0.4% | 2026-Q2 |
| Venturi Wealth Management, LLC trimmed | 415,648 | $50M | 0.4% | 2026-Q2 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ trimmed | 387,207 | $47M | 0.4% | 2026-Q2 |
| WESBANCO BANK INC added | 352,082 | $43M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 310,408 | $38M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 302,916 | $37M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 294,285 | $36M | 0.3% | 2026-Q2 |
| AE Wealth Management LLC added | 289,507 | $35M | 0.3% | 2026-Q2 |
| FIRST CITIZENS BANK & TRUST CO added | 261,877 | $32M | 0.3% | 2026-Q2 |
| MOODY NATIONAL BANK TRUST DIVISION added | 260,175 | $32M | 0.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 255,238 | $31M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 234,831 | $29M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 223,431 | $27M | 0.2% | 2026-Q2 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC trimmed | 206,297 | $25M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 199,997 | $24M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 192,676 | $23M | 0.2% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 184,661 | $22M | 0.2% | 2026-Q2 |
| S. R. Schill & Associates trimmed | 168,515 | $20M | 0.2% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 165,262 | $20M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 165,195 | $20M | 0.2% | 2026-Q2 |
| ALERUS FINANCIAL NA trimmed | 156,705 | $19M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 155,114 | $19M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 152,902 | $19M | 0.2% | 2026-Q2 |
| LBMC INVESTMENT ADVISORS, LLC trimmed | 149,225 | $18M | 0.1% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 146,404 | $18M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 144,231 | $18M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 143,888 | $17M | 0.1% | 2026-Q2 |
| Fusion Capital, LLC added | 142,253 | $17M | 0.1% | 2026-Q2 |
| CENTRAL VALLEY ADVISORS, LLC trimmed | 136,486 | $17M | 0.1% | 2026-Q2 |
| SVB WEALTH LLC trimmed | 132,310 | $16M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 131,213 | $16M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 130,473 | $16M | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC added | 123,634 | $15M | 0.1% | 2026-Q2 |
| Rockbridge Investment Management, LCC added | 121,911 | $15M | 0.1% | 2026-Q2 |
| Turim 21 Investimentos Ltda. added | 121,344 | $45M | 0.4% | 2026-Q2 |
| LVW Advisors, LLC added | 120,557 | $15M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 116,435 | $14M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 113,442 | $14M | 0.1% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 113,415 | $14M | 0.1% | 2026-Q2 |
| Fairfield University added | 105,913 | $13M | 0.1% | 2026-Q2 |
| Zuckerman Investment Group, LLC added | 104,587 | $13M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 100,163 | $12M | 0.1% | 2026-Q2 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 100,000 | $12M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 99,914 | $12M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 94,141 | $11M | 0.1% | 2026-Q2 |
| COMMERCE BANK added | 93,742 | $11M | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 93,417 | $11M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 93,231 | $11M | 0.1% | 2026-Q2 |
| Creative Planning added | 91,496 | $11M | 0.1% | 2026-Q2 |
| First Western Trust Bank trimmed | 90,853 | $11M | 0.1% | 2026-Q2 |
| Encompass More Asset Management new | 88,061 | $11M | 0.1% | 2026-Q2 |
| Myriad Asset Management Advisors LLC added | 87,623 | $11M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 86,277 | $10M | 0.1% | 2026-Q2 |
| Heritage Investment Group, Inc. trimmed | 84,809 | $10M | 0.1% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 84,487 | $10M | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 82,917 | $10M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 81,562 | $10M | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 80,591 | $10M | 0.1% | 2026-Q2 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC trimmed | 80,454 | $10M | 0.1% | 2026-Q2 |
| CHOREO, LLC added | 78,873 | $10M | 0.1% | 2026-Q2 |
| Financial & Tax Architects, LLC added | 78,760 | $10M | 0.1% | 2026-Q2 |
| Kingdom Financial Group LLC. added | 77,417 | $9M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 75,312 | $9M | 0.1% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 74,418 | $9M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 74,186 | $9M | 0.1% | 2026-Q2 |
| First Citizens Asset Management, Inc. added | 71,124 | $9M | 0.1% | 2026-Q2 |
| Summit Financial Consulting LLC trimmed | 68,479 | $8M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 68,341 | $8M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 68,089 | $8M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 66,140 | $8M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 65,617 | $8M | 0.1% | 2026-Q2 |
| Rathbones Group PLC trimmed | 63,206 | $8M | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 61,528 | $7M | 0.1% | 2026-Q2 |
| Brooklyn FI, LLC added | 60,947 | $7M | 0.1% | 2026-Q2 |
| LifeWealth Investments, LLC added | 60,828 | $7M | 0.1% | 2026-Q2 |
| Prudent Man Advisors, LLC added | 60,741 | $7M | 0.1% | 2026-Q2 |
| LJI Wealth Management, LLC added | 59,328 | $7M | 0.1% | 2026-Q2 |
| Windward Private Wealth Management Inc. trimmed | 55,465 | $7M | 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.