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-Q1 13F filings (latest filed 2026-05-19). 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
116 tracked funds added or opened VV while 341 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
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 2025-Q4 and 2026-Q1, across 1303 tracked filers holding VV, 496 increased or opened the position and 537 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 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 33
- Vanguard Global Advisers, LLC$1.2B
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$130M
- TRB Wealth Management, LLC$56M
- TWO SIGMA INVESTMENTS, LP$35M
- AssuredPartners Investment Advisors, LLC$22M
- TIAA Wealth Investment Management LLC$7M
Full exits 43
- VANGUARD GROUP INC$1.2B
- AXXCESS WEALTH MANAGEMENT, LLC$333M
- Henson-Edgewater Management, LLC$65M
- Yeomans Consulting Group, Inc.$32M
- COMERICA BANK$31M
- Janney Montgomery Scott LLC$29M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$809M
- UBS Group AG$515M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$91M
- Wealthspire Advisors, LLC$70M
- AlphaCore Capital LLC$45M
- Laird Norton Wetherby Trust Company, LLC$40M
Largest trims
- Creative Planning$181M
- JONES FINANCIAL COMPANIES LLLP$178M
- TIAA TRUST, NATIONAL ASSOCIATION$153M
- National Mutual Insurance Federation of Agricultural Cooperatives$104M
- BANK OF AMERICA CORP /DE/$74M
- SIGNATUREFD, LLC$67M
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 |
|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP added | 18,664,465 | $5.4B | 18.2% | 2026-Q1 |
| Creative Planning added | 12,262,531 | $3.7B | 12.2% | 2026-Q1 |
| National Mutual Insurance Federation of Agricultural Cooperatives | 6,543,317 | $2.0B | 6.5% | 2026-Q1 |
| UBS Group AG added | 4,047,513 | $1.2B | 4.0% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 4,004,337 | $1.2B | 4.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,841,612 | $849M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 2,689,576 | $804M | 2.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,689,121 | $804M | 2.7% | 2026-Q1 |
| Johnson Financial Group, LLC added | 2,555,957 | $764M | 2.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 2,102,746 | $628M | 2.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,838,898 | $550M | 1.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,540,186 | $460M | 1.5% | 2026-Q1 |
| FMR LLC trimmed | 1,533,027 | $458M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,438,617 | $430M | 1.4% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 1,369,690 | $409M | 1.4% | 2026-Q1 |
| Wealthquest Corp | 1,177,813 | $371M | 1.2% | 2026-Q1 |
| Capital Asset Advisory Services LLC trimmed | 1,037,646 | $338M | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 844,862 | $252M | 0.8% | 2026-Q1 |
| Pathstone Holdings, LLC added | 836,558 | $250M | 0.8% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 807,783 | $241M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 792,998 | $237M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 766,555 | $229M | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 745,929 | $223M | 0.7% | 2026-Q1 |
| Wealthfront Advisers LLC added | 738,555 | $221M | 0.7% | 2026-Q1 |
| Voya Financial Advisors, Inc. added | 728,167 | $212M | 0.7% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 640,266 | $191M | 0.6% | 2026-Q1 |
| Mariner, LLC added | 603,947 | $180M | 0.6% | 2026-Q1 |
| Focus Partners Wealth added | 532,814 | $160M | 0.5% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 529,356 | $158M | 0.5% | 2026-Q1 |
| Cresset Asset Management, LLC added | 529,201 | $158M | 0.5% | 2026-Q1 |
| James J. Burns & Company, LLC trimmed | 491,868 | $147M | 0.5% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 445,130 | $133M | 0.4% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 445,130 | $133M | 0.4% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 443,513 | $133M | 0.4% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 434,849 | $130M | 0.4% | 2026-Q1 |
| Garde Capital, Inc. trimmed | 430,897 | $129M | 0.4% | 2026-Q1 |
| Mason & Associates, LLC added | 429,065 | $128M | 0.4% | 2026-Q1 |
| GeoWealth Management, LLC added | 425,422 | $127M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 415,557 | $124M | 0.4% | 2026-Q1 |
| AlphaCore Capital LLC added | 413,306 | $124M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 392,369 | $117M | 0.4% | 2026-Q1 |
| Baltimore-Washington Financial Advisors, Inc. added | 385,016 | $115M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 383,260 | $115M | 0.4% | 2026-Q1 |
| Ballentine Partners, LLC trimmed | 380,612 | $114M | 0.4% | 2026-Q1 |
| Heartwood Wealth Advisors LLC added | 364,547 | $109M | 0.4% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 361,696 | $108M | 0.4% | 2026-Q1 |
| Truepoint, Inc. added | 352,290 | $105M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 348,373 | $104M | 0.3% | 2026-Q1 |
| PITTENGER & ANDERSON INC trimmed | 326,369 | $98M | 0.3% | 2026-Q1 |
| BlackRock, Inc. added | 318,319 | $95M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 316,012 | $92M | 0.3% | 2026-Q1 |
| Norinchukin Bank, The | 300,000 | $90M | 0.3% | 2026-Q1 |
| MilWealth Group LLC added | 295,789 | $88M | 0.3% | 2026-Q1 |
| Plante Moran Financial Advisors, LLC trimmed | 287,055 | $86M | 0.3% | 2026-Q1 |
| Equitable Holdings, Inc. added | 323,899 | $84M | 0.3% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 264,311 | $79M | 0.3% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 260,987 | $78M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 257,442 | $77M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 253,496 | $76M | 0.3% | 2026-Q1 |
| Baker Avenue Asset Management, LP added | 253,161 | $76M | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 219,002 | $66M | 0.2% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 216,623 | $65M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 214,440 | $64M | 0.2% | 2026-Q1 |
| Cerity Partners LLC added | 212,324 | $63M | 0.2% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 211,550 | $63M | 0.2% | 2026-Q1 |
| Addis & Hill, Inc added | 211,235 | $63M | 0.2% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 204,185 | $61M | 0.2% | 2026-Q1 |
| JUNCTURE WEALTH STRATEGIES, LLC trimmed | 203,078 | $61M | 0.2% | 2026-Q1 |
| Laird Norton Wetherby Trust Company, LLC added | 195,721 | $58M | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 194,297 | $58M | 0.2% | 2026-Q1 |
| TRUST POINT INC. trimmed | 193,088 | $58M | 0.2% | 2026-Q1 |
| Sunflower Bank, N.A. added | 191,036 | $57M | 0.2% | 2026-Q1 |
| Hurlow Wealth Management Group, Inc. added | 189,574 | $57M | 0.2% | 2026-Q1 |
| TRB Wealth Management, LLC new | 187,507 | $56M | 0.2% | 2026-Q1 |
| Financial Planning Navigators CORP added | 178,447 | $53M | 0.2% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 177,515 | $53M | 0.2% | 2026-Q1 |
| SIGNATUREFD, LLC trimmed | 171,050 | $51M | 0.2% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 168,552 | $50M | 0.2% | 2026-Q1 |
| VSM Wealth Advisory, LLC added | 167,368 | $50M | 0.2% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 164,502 | $49M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 163,842 | $49M | 0.2% | 2026-Q1 |
| Badgley Phelps Wealth Managers, LLC added | 159,809 | $48M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 158,165 | $47M | 0.2% | 2026-Q1 |
| Betterment LLC added | 157,973 | $47M | 0.2% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC trimmed | 147,593 | $44M | 0.1% | 2026-Q1 |
| JMG Financial Group, Ltd. trimmed | 147,066 | $44M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 144,988 | $43M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 133,685 | $40M | 0.1% | 2026-Q1 |
| McIlrath & Eck, LLC added | 131,938 | $39M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 131,162 | $39M | 0.1% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 126,833 | $38M | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 125,555 | $38M | 0.1% | 2026-Q1 |
| Koesten, Hirschmann & Crabtree, INC. added | 121,493 | $36M | 0.1% | 2026-Q1 |
| Haverford Trust Co trimmed | 121,461 | $36M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 117,760 | $35M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 117,038 | $35M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,841,906 | $1.2B | 4.0% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 1,058,705 | $333M | 1.1% | 2025-Q4 stale |
| JFG Wealth Management, LLC added | 766,719 | $236M | 0.8% | 2025-Q3 stale |
| Henson-Edgewater Management, LLC new | 207,702 | $65M | 0.2% | 2025-Q4 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.