Who owns VXF (VXF)
Which tracked institutional funds hold VXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VXF 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
126 tracked funds added or opened VXF while 130 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
VXF’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.4% of theirs — a 0.2pp gap the other way — the median holder sizes VXF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VXF 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 993 tracked filers holding VXF, 435 increased or opened the position and 370 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 VXF 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 28
- VANGUARD ADVISERS INC$273M
- Kestra Investment Management, LLC$105M
- CIBC Bancorp USA Inc.$48M
- Vanguard National Trust Co$47M
- ELEVATION POINT WEALTH PARTNERS, LLC$24M
- Independent Advisor Alliance$22M
Full exits 25
- VANGUARD GROUP INC$289M
- SageView Advisory Group, LLC$136M
- CIBC Private Wealth Group LLC$25M
- SOL Capital Management CO$18M
- Keel Point, LLC$17M
- J.W. COLE ADVISORS, INC.$16M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$239M
- Creative Planning$130M
- JANE STREET GROUP, LLC$106M
- JONES FINANCIAL COMPANIES LLLP$76M
- BANK OF AMERICA CORP /DE/$70M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$58M
Largest trims
- Envestnet Portfolio Solutions, Inc.$137M
- GOLDMAN SACHS GROUP INC$91M
- UNITED SERVICES AUTOMOBILE ASSOCIATION$36M
- Wealthfront Advisers LLC$27M
- US BANCORP \DE\$22M
- HARBOUR INVESTMENTS, INC.$22M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC added | 4,245,346 | $874M | 8.9% | 2026-Q1 |
| MORGAN STANLEY added | 4,224,056 | $869M | 8.8% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 3,318,175 | $683M | 6.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,254,629 | $464M | 4.7% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,404,888 | $289M | 2.9% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,340,917 | $276M | 2.8% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 1,326,360 | $273M | 2.8% | 2026-Q1 |
| ASSETMARK, INC added | 1,282,644 | $264M | 2.7% | 2026-Q1 |
| Creative Planning added | 1,137,537 | $234M | 2.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,073,521 | $221M | 2.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,014,827 | $209M | 2.1% | 2026-Q1 |
| Cerity Partners LLC added | 947,692 | $195M | 2.0% | 2026-Q1 |
| Focus Partners Wealth trimmed | 901,751 | $186M | 1.9% | 2026-Q1 |
| Plante Moran Financial Advisors, LLC added | 830,772 | $171M | 1.7% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 823,550 | $169M | 1.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 819,871 | $169M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 747,954 | $154M | 1.6% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 745,338 | $153M | 1.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 663,735 | $133M | 1.4% | 2026-Q1 |
| Gleason Group, Inc. added | 634,181 | $131M | 1.3% | 2026-Q1 |
| NEPC LLC | 626,535 | $129M | 1.3% | 2026-Q1 |
| UBS Group AG trimmed | 604,209 | $124M | 1.3% | 2026-Q1 |
| TD PRIVATE CLIENT WEALTH LLC added | 583,386 | $120M | 1.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 519,246 | $107M | 1.1% | 2026-Q1 |
| Kestra Investment Management, LLC added | 508,333 | $105M | 1.1% | 2026-Q1 |
| Diversified Trust Co added | 506,078 | $104M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 427,043 | $88M | 0.9% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 383,095 | $79M | 0.8% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 366,330 | $75M | 0.8% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 351,937 | $72M | 0.7% | 2026-Q1 |
| Van Cleef Asset Management,Inc trimmed | 348,657 | $72M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 340,577 | $70M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 340,150 | $70M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 329,623 | $68M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 311,752 | $64M | 0.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 300,848 | $63M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 262,048 | $54M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 261,338 | $54M | 0.5% | 2026-Q1 |
| Tenon Financial LLC added | 251,213 | $52M | 0.5% | 2026-Q1 |
| CITIGROUP INC trimmed | 246,108 | $51M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 241,233 | $50M | 0.5% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 233,865 | $48M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 230,938 | $48M | 0.5% | 2026-Q1 |
| Vanguard National Trust Co new | 226,755 | $47M | 0.5% | 2026-Q1 |
| GeoWealth Management, LLC added | 226,382 | $47M | 0.5% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 220,424 | $45M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 213,068 | $44M | 0.4% | 2026-Q1 |
| James J. Burns & Company, LLC added | 204,556 | $42M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 203,511 | $42M | 0.4% | 2026-Q1 |
| ACT WEALTH MANAGEMENT, LLC trimmed | 202,679 | $42M | 0.4% | 2026-Q1 |
| Clearstead Advisors, LLC added | 201,831 | $42M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 201,363 | $41M | 0.4% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 191,588 | $39M | 0.4% | 2026-Q1 |
| MAYPORT, LLC added | 182,970 | $38M | 0.4% | 2026-Q1 |
| HCR Wealth Advisors added | 181,857 | $37M | 0.4% | 2026-Q1 |
| Voya Financial Advisors, Inc. trimmed | 185,342 | $37M | 0.4% | 2026-Q1 |
| LINCOLN NATIONAL CORP trimmed | 168,810 | $35M | 0.4% | 2026-Q1 |
| Legacy Private Trust Co. trimmed | 168,416 | $35M | 0.4% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 168,307 | $35M | 0.4% | 2026-Q1 |
| MOODY NATIONAL BANK TRUST DIVISION added | 165,000 | $34M | 0.3% | 2026-Q1 |
| Valmark Advisers, Inc. added | 147,152 | $30M | 0.3% | 2026-Q1 |
| SlateStone Wealth, LLC added | 145,606 | $30M | 0.3% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 144,050 | $30M | 0.3% | 2026-Q1 |
| Firestone Capital Management added | 138,619 | $29M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 135,801 | $28M | 0.3% | 2026-Q1 |
| FC Advisory LLC added | 134,920 | $28M | 0.3% | 2026-Q1 |
| Beacon Harbor Wealth Advisors, Inc. added | 131,719 | $27M | 0.3% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 121,490 | $25M | 0.3% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 121,111 | $25M | 0.3% | 2026-Q1 |
| Investment Planning Advisors, Inc. added | 119,471 | $25M | 0.2% | 2026-Q1 |
| CYPRESS FINANCIAL PLANNING LLC added | 117,636 | $24M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 116,644 | $24M | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 115,749 | $24M | 0.2% | 2026-Q1 |
| FIRST HAWAIIAN BANK added | 111,836 | $23M | 0.2% | 2026-Q1 |
| Continuum Advisory, LLC added | 108,599 | $22M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 108,244 | $22M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 104,714 | $22M | 0.2% | 2026-Q1 |
| Strategic Investment Advisors / MI added | 101,704 | $21M | 0.2% | 2026-Q1 |
| BlackRock, Inc. added | 99,500 | $20M | 0.2% | 2026-Q1 |
| Winthrop Advisory Group LLC added | 98,456 | $20M | 0.2% | 2026-Q1 |
| Fairway Wealth LLC added | 93,344 | $19M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 91,725 | $19M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 90,839 | $19M | 0.2% | 2026-Q1 |
| FMR LLC added | 89,543 | $18M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 84,939 | $17M | 0.2% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 84,225 | $17M | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 81,180 | $17M | 0.2% | 2026-Q1 |
| Aurdan Capital Management, LLC added | 80,792 | $17M | 0.2% | 2026-Q1 |
| Prime Buchholz LLC added | 80,119 | $16M | 0.2% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 80,021 | $16M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 1,381,682 | $289M | 2.9% | 2025-Q4 stale |
| SageView Advisory Group, LLC added | 648,820 | $136M | 1.4% | 2025-Q4 stale |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ added | 233,545 | $49M | 0.5% | 2025-Q3 stale |
| CIBC Private Wealth Group LLC added | 118,093 | $25M | 0.3% | 2025-Q4 stale |
| Capitolis Liquid Global Markets LLC new | 106,100 | $20M | 0.2% | 2025-Q2 stale |
| BIP Alliance, LLC added | 103,018 | $20M | 0.2% | 2025-Q2 stale |
| TORONTO DOMINION BANK added | 100,000 | $19M | 0.2% | 2025-Q2 stale |
| Thrive Capital Management, LLC new | 100,057 | $19M | 0.2% | 2025-Q1 stale |
| SOL Capital Management CO trimmed | 84,482 | $18M | 0.2% | 2025-Q4 stale |
| Keel Point, LLC added | 79,547 | $17M | 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.