Who owns VV
Which tracked institutional funds hold VV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VV 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 VV is one-sided between 2026-Q1 and 2026-Q2: 491 added or opened and 84 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
VV’s largest tracked holder by dollar value, JONES FINANCIAL COMPANIES LLLP, sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 1.0% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VV 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 1329 tracked filers holding VV, 502 increased or opened the position and 552 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 VV 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 34
- AXXCESS WEALTH MANAGEMENT, LLC$349M
- BRIGHTON JONES LLC$14M
- RETIREMENT CAPITAL STRATEGIES$7M
- J.W. COLE ADVISORS, INC.$5M
- IFG Advisory, LLC$5M
- Evanson Financial, LLC$5M
Full exits 51
- Jaffetilchin Investment Partners, LLC$61M
- Cambridge Investment Research Advisors, Inc.$49M
- Betterment LLC$47M
- McIlrath & Eck, LLC$39M
- TWO SIGMA INVESTMENTS, LP$35M
- HighTower Advisors, LLC$35M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$1.0B
- Creative Planning$476M
- National Mutual Insurance Federation of Agricultural Cooperatives$295M
- UBS Group AG$190M
- Vanguard Global Advisers, LLC$185M
- Johnson Financial Group, LLC$169M
Largest trims
- IMA Advisory Services, Inc.$63M
- Wealthspire Advisors, LLC$59M
- RAYMOND JAMES FINANCIAL INC$50M
- Equitable Holdings, Inc.$33M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$21M
- Lido Advisors, LLC$19M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 19,222,366 | $6.5B | 19.8% | 2026-Q2 |
| Creative Planning trimmed | 12,039,581 | $4.1B | 12.7% | 2026-Q2 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6,543,317 | $2.3B | 6.9% | 2026-Q2 |
| UBS Group AG added | 4,070,787 | $1.4B | 4.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 4,017,275 | $1.4B | 4.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,831,461 | $974M | 3.0% | 2026-Q2 |
| MORGAN STANLEY added | 2,733,000 | $940M | 2.9% | 2026-Q2 |
| Johnson Financial Group, LLC added | 2,712,195 | $933M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,469,480 | $849M | 2.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,259,085 | $777M | 2.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,875,177 | $645M | 2.0% | 2026-Q2 |
| FMR LLC trimmed | 1,515,972 | $521M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,507,023 | $518M | 1.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,451,904 | $499M | 1.5% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,429,481 | $492M | 1.5% | 2026-Q2 |
| Wealthquest Corp added | 1,272,808 | $438M | 1.3% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 1,017,512 | $350M | 1.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 1,014,136 | $349M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 901,199 | $310M | 1.0% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 831,081 | $286M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 792,396 | $273M | 0.8% | 2026-Q2 |
| Voya Financial Advisors, Inc. added | 783,877 | $267M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 777,376 | $267M | 0.8% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 734,110 | $252M | 0.8% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 626,682 | $216M | 0.7% | 2026-Q2 |
| Mariner, LLC trimmed | 582,014 | $200M | 0.6% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 530,162 | $182M | 0.6% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 526,292 | $181M | 0.6% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 524,913 | $181M | 0.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 522,651 | $180M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 519,808 | $179M | 0.5% | 2026-Q2 |
| James J. Burns & Company, LLC trimmed | 484,908 | $167M | 0.5% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 456,076 | $157M | 0.5% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ added | 456,076 | $157M | 0.5% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 440,838 | $152M | 0.5% | 2026-Q2 |
| AlphaCore Capital LLC added | 440,832 | $152M | 0.5% | 2026-Q2 |
| BlackRock, Inc. added | 438,403 | $151M | 0.5% | 2026-Q2 |
| Mason & Associates, LLC added | 434,857 | $150M | 0.5% | 2026-Q2 |
| GeoWealth Management, LLC added | 434,122 | $149M | 0.5% | 2026-Q2 |
| Garde Capital, Inc. trimmed | 430,875 | $148M | 0.5% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 416,066 | $143M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 396,398 | $136M | 0.4% | 2026-Q2 |
| Baltimore-Washington Financial Advisors, Inc. added | 387,417 | $133M | 0.4% | 2026-Q2 |
| Ballentine Partners, LLC trimmed | 378,686 | $130M | 0.4% | 2026-Q2 |
| Heartwood Wealth Advisors LLC added | 377,107 | $130M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 354,534 | $122M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 350,637 | $121M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 344,334 | $118M | 0.4% | 2026-Q2 |
| Truepoint, Inc. trimmed | 339,923 | $117M | 0.4% | 2026-Q2 |
| PITTENGER & ANDERSON INC added | 335,445 | $115M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 324,748 | $111M | 0.3% | 2026-Q2 |
| MilWealth Group LLC added | 301,376 | $104M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 300,897 | $103M | 0.3% | 2026-Q2 |
| Norinchukin Bank, The | 300,000 | $103M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 293,637 | $101M | 0.3% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC trimmed | 271,224 | $93M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 263,572 | $91M | 0.3% | 2026-Q2 |
| AGF MANAGEMENT LTD trimmed | 256,630 | $88M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 254,810 | $88M | 0.3% | 2026-Q2 |
| Baker Avenue Asset Management, LP trimmed | 248,686 | $86M | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC added | 225,906 | $78M | 0.2% | 2026-Q2 |
| TRUST POINT INC. added | 220,883 | $76M | 0.2% | 2026-Q2 |
| Cerity Partners LLC trimmed | 211,164 | $73M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 211,130 | $73M | 0.2% | 2026-Q2 |
| Laird Norton Wetherby Trust Company, LLC added | 197,038 | $68M | 0.2% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 194,320 | $67M | 0.2% | 2026-Q2 |
| Hurlow Wealth Management Group, Inc. added | 194,273 | $67M | 0.2% | 2026-Q2 |
| TRB Wealth Management, LLC added | 190,058 | $65M | 0.2% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 189,661 | $65M | 0.2% | 2026-Q2 |
| Addis & Hill, Inc trimmed | 187,371 | $64M | 0.2% | 2026-Q2 |
| Sunflower Bank, N.A. trimmed | 185,626 | $64M | 0.2% | 2026-Q2 |
| JUNCTURE WEALTH STRATEGIES, LLC trimmed | 181,619 | $62M | 0.2% | 2026-Q2 |
| Financial Planning Navigators CORP added | 180,597 | $62M | 0.2% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 174,662 | $60M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 171,408 | $59M | 0.2% | 2026-Q2 |
| Acropolis Investment Management, LLC trimmed | 168,347 | $50M | 0.2% | 2026-Q2 |
| VSM Wealth Advisory, LLC trimmed | 166,932 | $57M | 0.2% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC added | 162,359 | $56M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 150,637 | $52M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 149,692 | $51M | 0.2% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC trimmed | 147,058 | $51M | 0.2% | 2026-Q2 |
| JMG Financial Group, Ltd. trimmed | 145,565 | $50M | 0.2% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 143,737 | $49M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 133,158 | $46M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 133,137 | $46M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 129,676 | $45M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 127,473 | $44M | 0.1% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 126,528 | $44M | 0.1% | 2026-Q2 |
| Koesten, Hirschmann & Crabtree, INC. added | 123,599 | $43M | 0.1% | 2026-Q2 |
| Haverford Trust Co trimmed | 116,422 | $40M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 114,745 | $39M | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 112,873 | $39M | 0.1% | 2026-Q2 |
| SCS Capital Management LLC added | 112,499 | $39M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 111,841 | $38M | 0.1% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 109,988 | $38M | 0.1% | 2026-Q2 |
| Latigo Investments, LLC | 108,982 | $37M | 0.1% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC trimmed | 106,130 | $36M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 103,393 | $36M | 0.1% | 2026-Q2 |
| Arbor Wealth Management LLC\AZ added | 99,704 | $34M | 0.1% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 97,339 | $33M | 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.