Who owns 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-Q2 13F filings (latest filed 2026-09-22). 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
112 tracked funds added or opened VWOB while 61 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, SEI INVESTMENTS CO, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 436 tracked filers holding VWOB, 249 increased or opened the position and 194 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 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 20
- POTOMAC FUND MANAGEMENT INC /ADV$30M
- CAPE COD FIVE CENTS SAVINGS BANK$17M
- Financial Gravity Companies, Inc.$15M
- AllGen Financial Advisors, Inc.$9M
- Diversify Advisory Services, LLC$9M
- Cambria Investment Management, L.P.$8M
Full exits 25
- Betterment LLC$374M
- HighTower Advisors, LLC$34M
- McIlrath & Eck, LLC$27M
- Financial Gravity Asset Management, Inc.$15M
- Thrivent Financial for Lutherans$10M
- North Ridge Wealth Advisors, Inc.$9M
Largest adds
- Savant Capital, LLC$94M
- ROYAL BANK OF CANADA$20M
- SEI INVESTMENTS CO$19M
- Sumitomo Mitsui DS Asset Management Company, Ltd$18M
- ENVESTNET ASSET MANAGEMENT INC$14M
- GOLDMAN SACHS GROUP INC$14M
Largest trims
- MATHER GROUP, LLC.$48M
- JPMORGAN CHASE & CO$21M
- Creative Planning$14M
- BANK OF AMERICA CORP /DE/$12M
- Onyx Bridge Wealth Group LLC$9M
- Private Advisor Group, LLC$9M
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 |
|---|---|---|---|---|
| SEI INVESTMENTS CO added | 4,283,035 | $288M | 8.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 3,647,079 | $246M | 6.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,411,984 | $229M | 6.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,134,822 | $211M | 5.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,077,855 | $207M | 5.7% | 2026-Q2 |
| Savant Capital, LLC added | 2,702,926 | $180M | 5.0% | 2026-Q2 |
| Wealthfront Advisers LLC added | 2,686,305 | $181M | 5.0% | 2026-Q2 |
| MORGAN STANLEY added | 2,188,737 | $147M | 4.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,650,865 | $111M | 3.1% | 2026-Q2 |
| Creative Planning trimmed | 1,501,752 | $101M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,480,565 | $100M | 2.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,351,550 | $91M | 2.5% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,290,036 | $87M | 2.4% | 2026-Q2 |
| Varma Mutual Pension Insurance Co | 1,250,000 | $84M | 2.3% | 2026-Q2 |
| Kestra Investment Management, LLC added | 1,229,693 | $83M | 2.3% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,025,511 | $69M | 1.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 919,634 | $62M | 1.7% | 2026-Q2 |
| Sumitomo Mitsui DS Asset Management Company, Ltd added | 893,417 | $60M | 1.7% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 755,102 | $51M | 1.4% | 2026-Q2 |
| UBS Group AG trimmed | 643,621 | $43M | 1.2% | 2026-Q2 |
| SUMITOMO LIFE INSURANCE CO added | 613,500 | $41M | 1.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 462,987 | $31M | 0.9% | 2026-Q2 |
| LPL Financial LLC added | 448,652 | $30M | 0.8% | 2026-Q2 |
| POTOMAC FUND MANAGEMENT INC /ADV added | 446,500 | $30M | 0.8% | 2026-Q2 |
| BlueSky Wealth Advisors, LLC added | 435,695 | $29M | 0.8% | 2026-Q2 |
| Advisory Alpha, LLC added | 412,915 | $28M | 0.8% | 2026-Q2 |
| Allianz SE | 377,100 | $25M | 0.7% | 2026-Q2 |
| Keudell/Morrison Wealth Management added | 375,202 | $25M | 0.7% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 362,702 | $24M | 0.7% | 2026-Q2 |
| REGIMEN WEALTH, LLC added | 342,544 | $23M | 0.6% | 2026-Q2 |
| Checchi Capital Advisers, LLC added | 309,560 | $21M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 284,255 | $19M | 0.5% | 2026-Q2 |
| Trust Co added | 280,735 | $19M | 0.5% | 2026-Q2 |
| Columbus Macro, LLC added | 275,864 | $19M | 0.5% | 2026-Q2 |
| Marotta Asset Management added | 263,086 | $18M | 0.5% | 2026-Q2 |
| CAPE COD FIVE CENTS SAVINGS BANK trimmed | 258,812 | $17M | 0.5% | 2026-Q2 |
| Financial Alternatives, Inc added | 252,253 | $17M | 0.5% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 248,114 | $17M | 0.5% | 2026-Q2 |
| Union Bancaire Privee, UBP SA added | 229,423 | $15M | 0.4% | 2026-Q2 |
| Strategic Financial Services, Inc. added | 227,077 | $15M | 0.4% | 2026-Q2 |
| Financial Gravity Companies, Inc. trimmed | 225,894 | $15M | 0.4% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 224,000 | $15M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 220,100 | $15M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 215,899 | $15M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 213,111 | $14M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 211,530 | $14M | 0.4% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 210,678 | $14M | 0.4% | 2026-Q2 |
| Marion Wealth Management added | 205,098 | $14M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 198,936 | $13M | 0.4% | 2026-Q2 |
| Greystone Financial Group, LLC trimmed | 194,585 | $13M | 0.4% | 2026-Q2 |
| SWAN Capital LLC added | 187,705 | $13M | 0.4% | 2026-Q2 |
| Hurlow Wealth Management Group, Inc. added | 187,058 | $13M | 0.3% | 2026-Q2 |
| ASSETMARK, INC trimmed | 182,352 | $12M | 0.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 179,179 | $12M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 172,709 | $12M | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC added | 164,456 | $11M | 0.3% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 164,347 | $11M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 154,122 | $10M | 0.3% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 153,953 | $10M | 0.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 144,541 | $10M | 0.3% | 2026-Q2 |
| AllGen Financial Advisors, Inc. added | 140,364 | $9M | 0.3% | 2026-Q2 |
| City State Bank added | 139,857 | $9M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 138,481 | $9M | 0.3% | 2026-Q2 |
| GP Brinson Investments LLC | 136,580 | $9M | 0.3% | 2026-Q2 |
| Stablepoint Partners, LLC added | 132,146 | $9M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 128,970 | $9M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 128,970 | $9M | 0.2% | 2026-Q2 |
| Robinswood Financial LLC added | 117,576 | $8M | 0.2% | 2026-Q2 |
| Cambria Investment Management, L.P. added | 114,330 | $8M | 0.2% | 2026-Q2 |
| Tidal Investments LLC trimmed | 114,119 | $8M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 106,348 | $7M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 105,659 | $7M | 0.2% | 2026-Q2 |
| L2 Asset Management, LLC trimmed | 102,759 | $7M | 0.2% | 2026-Q2 |
| Plan Group Financial, LLC added | 102,370 | $7M | 0.2% | 2026-Q2 |
| LARCH CAPITAL PARTNERS LLC added | 94,745 | $6M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 92,782 | $6M | 0.2% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC added | 92,677 | $6M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 90,797 | $6M | 0.2% | 2026-Q2 |
| Nilsine Partners, LLC added | 90,307 | $6M | 0.2% | 2026-Q2 |
| SEEDS INVESTOR LLC added | 89,098 | $6M | 0.2% | 2026-Q2 |
| MRA Advisory Group added | 86,874 | $6M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 86,147 | $6M | 0.2% | 2026-Q2 |
| BROWN WEALTH MANAGEMENT, LLC trimmed | 85,296 | $6M | 0.2% | 2026-Q2 |
| Royal Fund Management, LLC added | 79,455 | $5M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 78,654 | $5M | 0.1% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC added | 76,137 | $5M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 75,940 | $5M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 75,820 | $5M | 0.1% | 2026-Q2 |
| &PARTNERS added | 74,802 | $5M | 0.1% | 2026-Q2 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC added | 74,020 | $5M | 0.1% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 72,867 | $5M | 0.1% | 2026-Q2 |
| LFA - Lugano Financial Advisors SA trimmed | 71,871 | $5M | 0.1% | 2026-Q2 |
| KITCHING PARTNERS, LLC trimmed | 71,375 | $5M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 71,221 | $5M | 0.1% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 70,085 | $5M | 0.1% | 2026-Q2 |
| STATE STREET CORP added | 69,901 | $5M | 0.1% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 68,168 | $5M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 67,795 | $5M | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 66,029 | $4M | 0.1% | 2026-Q2 |
| Scissortail Wealth Management, LLC added | 64,197 | $4M | 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.