Who owns VTWV (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-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
The tracked-fund tape on VTWV is one-sided between 2025-Q4 and 2026-Q1: 34 added or opened and 7 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 2025-Q4 and 2026-Q1, across 192 tracked filers holding VTWV, 84 increased or opened the position and 74 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 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
- QUEST INVESTMENT MANAGEMENT LLC$16M
- FIRST AMERICAN TRUST, FSB$9M
- TWO SIGMA INVESTMENTS, LP$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
- NICOLET BANKSHARES INC$1M
- Dickmeyer Boyce Financial Management, Inc.$869K
Full exits 2
- MIdWestOne Financial Group, Inc.$1M
- COOKE & BIELER LP$1M
Largest adds
- Private Advisor Group, LLC$13M
- BANK OF AMERICA CORP /DE/$9M
- Equitable Holdings, Inc.$8M
- COMMERCE BANK$5M
- MORGAN STANLEY$5M
- TRUIST FINANCIAL CORP$4M
Largest trims
- NewEdge Advisors, LLC$633K
- CITADEL ADVISORS LLC$470K
- GOLDMAN SACHS GROUP INC$337K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$312K
- Financial Engines Advisors L.L.C.$258K
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/ added | 425,733 | $71M | 13.6% | 2026-Q1 |
| Pathstone Holdings, LLC added | 211,225 | $35M | 6.7% | 2026-Q1 |
| MORGAN STANLEY added | 198,087 | $33M | 6.3% | 2026-Q1 |
| COMMERCE BANK added | 123,761 | $21M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 117,103 | $20M | 3.7% | 2026-Q1 |
| QUEST INVESTMENT MANAGEMENT LLC new | 97,643 | $16M | 3.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 95,629 | $16M | 3.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 90,857 | $15M | 2.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 89,737 | $15M | 2.9% | 2026-Q1 |
| Bragg Financial Advisors, Inc trimmed | 83,703 | $14M | 2.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 75,528 | $13M | 2.4% | 2026-Q1 |
| Equitable Holdings, Inc. added | 71,748 | $11M | 2.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 60,745 | $10M | 1.9% | 2026-Q1 |
| WestHill Financial Advisors, Inc. trimmed | 58,233 | $10M | 1.9% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB new | 55,057 | $9M | 1.8% | 2026-Q1 |
| Financial Advisory Corp trimmed | 50,282 | $8M | 1.6% | 2026-Q1 |
| AMG National Trust Bank added | 48,749 | $8M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 47,818 | $8M | 1.5% | 2026-Q1 |
| Savant Capital, LLC trimmed | 45,899 | $8M | 1.5% | 2026-Q1 |
| Institute for Wealth Management, LLC. trimmed | 43,363 | $7M | 1.4% | 2026-Q1 |
| UBS Group AG added | 38,538 | $6M | 1.2% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC trimmed | 37,487 | $6M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 35,820 | $6M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 33,612 | $6M | 1.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 31,246 | $5M | 1.0% | 2026-Q1 |
| Virtue Capital Management, LLC added | 30,183 | $5M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 28,950 | $5M | 0.9% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 27,098 | $5M | 0.9% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 26,233 | $4M | 0.8% | 2026-Q1 |
| PW Nova Financial Services LLC trimmed | 25,324 | $4M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 24,600 | $4M | 0.8% | 2026-Q1 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA added | 24,167 | $4M | 0.8% | 2026-Q1 |
| BlackRock, Inc. added | 23,355 | $4M | 0.7% | 2026-Q1 |
| Brandywine Asset Management, Inc. added | 22,843 | $4M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 20,741 | $3M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,835 | $3M | 0.6% | 2026-Q1 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 16,829 | $3M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 18,260 | $3M | 0.6% | 2026-Q1 |
| CIBC WORLD MARKET INC. added | 17,352 | $3M | 0.6% | 2026-Q1 |
| Allegheny Financial Group trimmed | 15,926 | $3M | 0.5% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 15,493 | $3M | 0.5% | 2026-Q1 |
| Phoenix Wealth Advisors trimmed | 14,541 | $2M | 0.5% | 2026-Q1 |
| NYL Investors LLC | 14,206 | $2M | 0.5% | 2026-Q1 |
| Wealth Dimensions Group, Ltd. trimmed | 14,087 | $2M | 0.4% | 2026-Q1 |
| LBJ Family Wealth Advisors, Ltd. added | 14,450 | $2M | 0.4% | 2026-Q1 |
| D.A. DAVIDSON & CO. | 13,970 | $2M | 0.4% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 13,948 | $2M | 0.4% | 2026-Q1 |
| Clearstead Advisors, LLC added | 13,111 | $2M | 0.4% | 2026-Q1 |
| Parkside Financial Bank & Trust added | 12,772 | $2M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,512 | $2M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 11,684 | $2M | 0.4% | 2026-Q1 |
| Gibraltar Capital Management, Inc. added | 11,250 | $2M | 0.4% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 11,185 | $2M | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 10,998 | $2M | 0.4% | 2026-Q1 |
| Gotham Asset Management, LLC trimmed | 10,547 | $2M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 10,148 | $2M | 0.3% | 2026-Q1 |
| Summit Financial, LLC trimmed | 9,873 | $2M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 8,927 | $1M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 8,910 | $1M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 8,713 | $1M | 0.3% | 2026-Q1 |
| FourThought Financial Partners, LLC trimmed | 8,449 | $1M | 0.3% | 2026-Q1 |
| Roundview Capital LLC trimmed | 8,379 | $1M | 0.3% | 2026-Q1 |
| NICOLET BANKSHARES INC new | 8,274 | $1M | 0.3% | 2026-Q1 |
| Jordan Park Group LLC | 8,023 | $1M | 0.3% | 2026-Q1 |
| TOBIAS FINANCIAL ADVISORS, INC. trimmed | 7,494 | $1M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 7,314 | $1M | 0.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 7,175 | $1M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 6,539 | $1M | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 6,382 | $1M | 0.2% | 2026-Q1 |
| Wrenne Financial Planning LLC trimmed | 5,992 | $1M | 0.2% | 2026-Q1 |
| Morangie Management LLC | 5,929 | $991K | 0.2% | 2026-Q1 |
| McLean Asset Management Corp trimmed | 5,467 | $914K | 0.2% | 2026-Q1 |
| Brooklyn FI, LLC trimmed | 5,279 | $883K | 0.2% | 2026-Q1 |
| Dickmeyer Boyce Financial Management, Inc. new | 5,197 | $869K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 4,949 | $827K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 4,892 | $818K | 0.2% | 2026-Q1 |
| IVC Wealth Advisors LLC trimmed | 4,329 | $724K | 0.1% | 2026-Q1 |
| Michels Family Financial, LLC trimmed | 4,327 | $723K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 4,244 | $710K | 0.1% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 4,096 | $685K | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 4,080 | $682K | 0.1% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 3,968 | $664K | 0.1% | 2026-Q1 |
| Clear Retirement Advice LLC trimmed | 3,613 | $604K | 0.1% | 2026-Q1 |
| Kelsey Financial, LLC trimmed | 3,609 | $603K | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,669 | $603K | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors new | 3,383 | $566K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 3,349 | $560K | 0.1% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 3,218 | $538K | 0.1% | 2026-Q1 |
| Tennessee Valley Asset Management Partners | 3,098 | $518K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 3,000 | $502K | 0.1% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 2,856 | $478K | 0.1% | 2026-Q1 |
| CW Advisors, LLC added | 54,256 | $8M | 1.4% | 2025-Q2 stale |
| EWG Elevate Inc. added | 25,620 | $4M | 0.8% | 2025-Q3 stale |
| CAROLINAS WEALTH CONSULTING LLC trimmed | 20,013 | $3M | 0.5% | 2025-Q1 stale |
| RED CEDAR INVESTMENT MANAGEMENT, LLC added | 19,182 | $3M | 0.5% | 2025-Q1 stale |
| MIdWestOne Financial Group, Inc. added | 8,482 | $1M | 0.3% | 2025-Q4 stale |
| COOKE & BIELER LP new | 7,510 | $1M | 0.2% | 2025-Q4 stale |
| Verisail Partners, LLC | 4,621 | $643K | 0.1% | 2025-Q2 stale |
| Topel & Distasi Wealth Management, LLC trimmed | 4,763 | $634K | 0.1% | 2025-Q1 stale |
| BluePointe Capital Management, LLC | 3,627 | $483K | 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.