Who owns VTWV
Which tracked institutional funds hold VTWV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTWV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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 VTWV is one-sided between 2026-Q1 and 2026-Q2: 49 added or opened and 11 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
VTWV’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 VTWV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VTWV 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 185 tracked filers holding VTWV, 65 increased or opened the position and 86 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 VTWV 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 1
- Sowell Financial Services LLC$2M
Full exits 7
- Brandywine Asset Management, Inc.$4M
- HighTower Advisors, LLC$3M
- LBJ Family Wealth Advisors, Ltd.$2M
- Parkside Financial Bank & Trust$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Ascentis Independent Advisors$566K
Largest adds
- MORGAN STANLEY$23M
- BANK OF AMERICA CORP /DE/$11M
- Savant Capital, LLC$9M
- Equitable Holdings, Inc.$8M
- Pathstone Holdings, LLC$5M
- Zhang Financial LLC$4M
Largest trims
- Private Advisor Group, LLC$15M
- Kestra Advisory Services, LLC$2M
- TWO SIGMA INVESTMENTS, LP$1M
- BlackRock, Inc.$286K
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/ trimmed | 418,871 | $82M | 13.8% | 2026-Q2 |
| MORGAN STANLEY added | 287,799 | $56M | 9.5% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 204,471 | $40M | 6.7% | 2026-Q2 |
| COMMERCE BANK trimmed | 120,264 | $24M | 4.0% | 2026-Q2 |
| LPL Financial LLC added | 117,898 | $23M | 3.9% | 2026-Q2 |
| Equitable Holdings, Inc. added | 98,687 | $19M | 3.3% | 2026-Q2 |
| QUEST INVESTMENT MANAGEMENT LLC | 97,643 | $19M | 3.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 95,396 | $19M | 3.1% | 2026-Q2 |
| Savant Capital, LLC added | 91,791 | $17M | 2.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 86,298 | $17M | 2.8% | 2026-Q2 |
| Bragg Financial Advisors, Inc trimmed | 82,247 | $16M | 2.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 68,522 | $13M | 2.3% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 67,143 | $13M | 2.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 59,430 | $12M | 2.0% | 2026-Q2 |
| WestHill Financial Advisors, Inc. trimmed | 57,957 | $11M | 1.9% | 2026-Q2 |
| AMG National Trust Bank added | 55,783 | $11M | 1.8% | 2026-Q2 |
| Financial Advisory Corp trimmed | 50,160 | $10M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 46,658 | $9M | 1.5% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 42,835 | $8M | 1.4% | 2026-Q2 |
| UBS Group AG added | 41,836 | $8M | 1.4% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC added | 37,908 | $7M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 33,847 | $7M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 32,275 | $6M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 28,883 | $6M | 1.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 26,233 | $5M | 0.9% | 2026-Q2 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 26,196 | $5M | 0.9% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 25,801 | $5M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 25,540 | $5M | 0.8% | 2026-Q2 |
| PW Nova Financial Services LLC trimmed | 25,260 | $5M | 0.8% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 25,100 | $5M | 0.8% | 2026-Q2 |
| Zhang Financial LLC added | 21,923 | $4M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 20,883 | $4M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 19,788 | $4M | 0.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 18,520 | $4M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 18,241 | $4M | 0.6% | 2026-Q2 |
| CIBC WORLD MARKET INC. | 17,352 | $3M | 0.6% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 16,829 | $3M | 0.6% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 15,359 | $3M | 0.5% | 2026-Q2 |
| Phoenix Wealth Advisors added | 15,218 | $3M | 0.5% | 2026-Q2 |
| Allegheny Financial Group trimmed | 15,129 | $3M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 14,800 | $3M | 0.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 14,211 | $3M | 0.5% | 2026-Q2 |
| NYL Investors LLC | 14,206 | $3M | 0.5% | 2026-Q2 |
| Wealth Dimensions Group, Ltd. trimmed | 14,040 | $3M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 13,970 | $3M | 0.5% | 2026-Q2 |
| Clearstead Advisors, LLC added | 13,113 | $3M | 0.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,343 | $2M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 11,903 | $2M | 0.4% | 2026-Q2 |
| Sowell Financial Services LLC new | 11,666 | $2M | 0.4% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 11,557 | $2M | 0.4% | 2026-Q2 |
| Gibraltar Capital Management, Inc. | 11,250 | $2M | 0.4% | 2026-Q2 |
| Gotham Asset Management, LLC | 10,547 | $2M | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 9,381 | $2M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 9,152 | $2M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. | 8,927 | $2M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 8,846 | $2M | 0.3% | 2026-Q2 |
| FourThought Financial Partners, LLC trimmed | 8,393 | $2M | 0.3% | 2026-Q2 |
| Roundview Capital LLC | 8,379 | $2M | 0.3% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 7,893 | $2M | 0.3% | 2026-Q2 |
| TOBIAS FINANCIAL ADVISORS, INC. | 7,494 | $1M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 7,436 | $1M | 0.2% | 2026-Q2 |
| Jordan Park Group LLC trimmed | 6,789 | $1M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,650 | $1M | 0.2% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 6,380 | $1M | 0.2% | 2026-Q2 |
| Morangie Management LLC | 5,929 | $1M | 0.2% | 2026-Q2 |
| Dickmeyer Boyce Financial Management, Inc. added | 5,624 | $1M | 0.2% | 2026-Q2 |
| Wrenne Financial Planning LLC trimmed | 5,544 | $1M | 0.2% | 2026-Q2 |
| McLean Asset Management Corp trimmed | 5,464 | $1M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 5,324 | $1M | 0.2% | 2026-Q2 |
| Sigma Planning Corp trimmed | 5,318 | $1M | 0.2% | 2026-Q2 |
| Brooklyn FI, LLC | 5,279 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 4,523 | $884K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 4,448 | $869K | 0.1% | 2026-Q2 |
| Michels Family Financial, LLC trimmed | 4,296 | $840K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 4,244 | $829K | 0.1% | 2026-Q2 |
| IVC Wealth Advisors LLC trimmed | 4,194 | $820K | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 4,103 | $802K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC added | 4,094 | $800K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 4,055 | $793K | 0.1% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 3,713 | $726K | 0.1% | 2026-Q2 |
| Clear Retirement Advice LLC | 3,613 | $706K | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 3,415 | $668K | 0.1% | 2026-Q2 |
| Kelsey Financial, LLC trimmed | 3,231 | $631K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 3,212 | $628K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 3,173 | $620K | 0.1% | 2026-Q2 |
| Tennessee Valley Asset Management Partners | 3,098 | $605K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,000 | $586K | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC | 2,856 | $558K | 0.1% | 2026-Q2 |
| Sound Financial Strategies Group, LLC added | 2,800 | $547K | 0.1% | 2026-Q2 |
| Stordahl Capital Management, Inc. trimmed | 2,765 | $540K | 0.1% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA | 2,740 | $535K | 0.1% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 2,666 | $521K | 0.1% | 2026-Q2 |
| LOM Asset Management Ltd added | 2,600 | $508K | 0.1% | 2026-Q2 |
| Curi Capital, LLC | 2,528 | $494K | 0.1% | 2026-Q2 |
| Note Advisors, LLC added | 2,527 | $494K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 2,508 | $490K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 2,285 | $447K | 0.1% | 2026-Q2 |
| Plancorp, LLC trimmed | 2,230 | $432K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,228 | $435K | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,094 | $409K | 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.