Who owns VWOB (VWOB)
Which tracked institutional funds hold VWOB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VWOB 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
95 tracked funds added or opened VWOB while 86 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
VWOB’s largest tracked holder by dollar value, Betterment LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VWOB 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 449 tracked filers holding VWOB, 262 increased or opened the position and 193 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 VWOB 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 19
- PRINCIPAL FINANCIAL GROUP INC$70M
- Vertrix Wealth Management, LLC$8M
- MRA Advisory Group$6M
- JANE STREET GROUP, LLC$4M
- Sagace Wealth Management LLC$2M
- Q3 Asset Management$2M
Full exits 31
- POTOMAC FUND MANAGEMENT INC /ADV$25M
- CAPE COD FIVE CENTS SAVINGS BANK$19M
- Marks Wealth, LLC$17M
- ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$15M
- Kovitz Investment Group Partners, LLC$8M
- FLOW TRADERS U.S. LLC$7M
Largest adds
- Creative Planning$114M
- Betterment LLC$60M
- ENVESTNET ASSET MANAGEMENT INC$44M
- Kestra Investment Management, LLC$29M
- MORGAN STANLEY$25M
- Bank of New York Mellon Corp$22M
Largest trims
- Tidal Investments LLC$15M
- AMERIPRISE FINANCIAL INC$11M
- JPMORGAN CHASE & CO$10M
- ASSETMARK, INC$10M
- W.G. Shaheen & Associates DBA Whitney & Co$10M
- MERCER GLOBAL ADVISORS INC /ADV$10M
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 |
|---|---|---|---|---|
| Betterment LLC added | 5,700,214 | $374M | 9.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 4,097,342 | $269M | 6.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,101,478 | $267M | 6.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,384,826 | $222M | 5.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,189,423 | $210M | 5.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,931,145 | $193M | 4.8% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 2,648,379 | $174M | 4.4% | 2026-Q1 |
| MORGAN STANLEY added | 2,116,549 | $139M | 3.5% | 2026-Q1 |
| Creative Planning added | 1,748,235 | $115M | 2.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,675,300 | $110M | 2.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 1,588,810 | $104M | 2.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,351,243 | $89M | 2.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,311,599 | $86M | 2.2% | 2026-Q1 |
| Savant Capital, LLC trimmed | 1,309,388 | $86M | 2.2% | 2026-Q1 |
| Varma Mutual Pension Insurance Co | 1,250,000 | $82M | 2.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 1,070,110 | $70M | 1.8% | 2026-Q1 |
| Kestra Investment Management, LLC added | 1,052,328 | $69M | 1.7% | 2026-Q1 |
| MATHER GROUP, LLC. added | 977,829 | $64M | 1.6% | 2026-Q1 |
| UBS Group AG added | 780,979 | $51M | 1.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 779,518 | $51M | 1.3% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 755,715 | $50M | 1.2% | 2026-Q1 |
| Sumitomo Mitsui DS Asset Management Company, Ltd trimmed | 640,798 | $42M | 1.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 510,997 | $34M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 460,382 | $30M | 0.8% | 2026-Q1 |
| SUMITOMO LIFE INSURANCE CO trimmed | 446,100 | $29M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 432,297 | $28M | 0.7% | 2026-Q1 |
| McIlrath & Eck, LLC added | 414,396 | $27M | 0.7% | 2026-Q1 |
| BlueSky Wealth Advisors, LLC added | 406,477 | $27M | 0.7% | 2026-Q1 |
| Advisory Alpha, LLC added | 406,173 | $27M | 0.7% | 2026-Q1 |
| Allianz SE | 377,100 | $25M | 0.6% | 2026-Q1 |
| Keudell/Morrison Wealth Management added | 362,872 | $24M | 0.6% | 2026-Q1 |
| REGIMEN WEALTH, LLC added | 331,670 | $22M | 0.5% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 324,243 | $21M | 0.5% | 2026-Q1 |
| Checchi Capital Advisers, LLC trimmed | 293,661 | $19M | 0.5% | 2026-Q1 |
| Trust Co added | 278,335 | $18M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 273,929 | $18M | 0.5% | 2026-Q1 |
| Columbus Macro, LLC added | 265,199 | $17M | 0.4% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 251,203 | $17M | 0.4% | 2026-Q1 |
| Marotta Asset Management added | 246,454 | $16M | 0.4% | 2026-Q1 |
| Financial Alternatives, Inc added | 243,429 | $16M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 239,876 | $16M | 0.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 227,746 | $15M | 0.4% | 2026-Q1 |
| Strategic Financial Services, Inc. added | 224,112 | $15M | 0.4% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 223,444 | $15M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 206,491 | $14M | 0.3% | 2026-Q1 |
| ASSETMARK, INC trimmed | 202,602 | $13M | 0.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 201,000 | $13M | 0.3% | 2026-Q1 |
| L2 Asset Management, LLC added | 200,901 | $13M | 0.3% | 2026-Q1 |
| Marion Wealth Management added | 200,783 | $13M | 0.3% | 2026-Q1 |
| Greystone Financial Group, LLC trimmed | 198,852 | $13M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 198,250 | $13M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 183,650 | $12M | 0.3% | 2026-Q1 |
| Hurlow Wealth Management Group, Inc. added | 182,154 | $12M | 0.3% | 2026-Q1 |
| Tidal Investments LLC trimmed | 181,530 | $12M | 0.3% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 179,169 | $12M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 171,947 | $11M | 0.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 168,404 | $11M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 162,134 | $11M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC added | 159,837 | $10M | 0.3% | 2026-Q1 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 157,922 | $10M | 0.3% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 151,061 | $10M | 0.2% | 2026-Q1 |
| Union Bancaire Privee, UBP SA | 152,070 | $10M | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 144,727 | $10M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 142,332 | $9M | 0.2% | 2026-Q1 |
| SWAN Capital LLC added | 140,836 | $9M | 0.2% | 2026-Q1 |
| Hilltop Partners LLC added | 139,073 | $9M | 0.2% | 2026-Q1 |
| GP Brinson Investments LLC | 136,580 | $9M | 0.2% | 2026-Q1 |
| North Ridge Wealth Advisors, Inc. added | 130,388 | $9M | 0.2% | 2026-Q1 |
| City State Bank added | 127,304 | $8M | 0.2% | 2026-Q1 |
| Stablepoint Partners, LLC added | 127,287 | $8M | 0.2% | 2026-Q1 |
| Vertrix Wealth Management, LLC new | 125,574 | $8M | 0.2% | 2026-Q1 |
| BROWN WEALTH MANAGEMENT, LLC added | 125,219 | $8M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 121,678 | $8M | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 115,139 | $8M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 98,089 | $6M | 0.2% | 2026-Q1 |
| Ameraudi Asset Management, Inc. added | 96,521 | $6M | 0.2% | 2026-Q1 |
| LARCH CAPITAL PARTNERS LLC added | 94,657 | $6M | 0.2% | 2026-Q1 |
| Nilsine Partners, LLC added | 87,891 | $6M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 87,315 | $6M | 0.1% | 2026-Q1 |
| Plan Group Financial, LLC added | 85,414 | $6M | 0.1% | 2026-Q1 |
| MRA Advisory Group new | 85,019 | $6M | 0.1% | 2026-Q1 |
| GenTrust, LLC added | 84,867 | $6M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 84,730 | $6M | 0.1% | 2026-Q1 |
| KITCHING PARTNERS, LLC added | 81,776 | $5M | 0.1% | 2026-Q1 |
| Calamos Advisors LLC trimmed | 79,255 | $5M | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 76,360 | $5M | 0.1% | 2026-Q1 |
| USS Investment Management Ltd | 420,000 | $28M | 0.7% | 2025-Q3 stale |
| POTOMAC FUND MANAGEMENT INC /ADV added | 374,164 | $25M | 0.6% | 2025-Q4 stale |
| Allianz Investment Management U.S. LLC | 377,100 | $25M | 0.6% | 2025-Q3 stale |
| Full Sail Capital, LLC trimmed | 327,524 | $22M | 0.5% | 2025-Q3 stale |
| CAPE COD FIVE CENTS SAVINGS BANK | 279,578 | $19M | 0.5% | 2025-Q4 stale |
| Marks Wealth, LLC new | 247,679 | $17M | 0.4% | 2025-Q4 stale |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 223,842 | $15M | 0.4% | 2025-Q4 stale |
| Financial Gravity Companies, Inc. added | 384,109 | $13M | 0.3% | 2025-Q2 stale |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC added | 127,840 | $9M | 0.2% | 2025-Q3 stale |
| Archvest Wealth Advisors, Inc. trimmed | 117,217 | $8M | 0.2% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC new | 111,490 | $8M | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 109,607 | $7M | 0.2% | 2025-Q4 stale |
| Yeomans Consulting Group, Inc. added | 107,410 | $7M | 0.2% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 85,439 | $5M | 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.