Who owns 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-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 VXF is one-sided between 2026-Q1 and 2026-Q2: 395 added or opened and 66 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
VXF’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 0.5pp 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 2026-Q1 and 2026-Q2, across 1029 tracked filers holding VXF, 482 increased or opened the position and 404 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 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 25
- NewEdge Advisors, LLC$29M
- J.W. COLE ADVISORS, INC.$20M
- Nuveen, LLC$18M
- IFG Advisory, LLC$11M
- GTS SECURITIES LLC$7M
- Brevan Howard Capital Management LP$6M
Full exits 41
- Cambridge Investment Research Advisors, Inc.$88M
- NATIXIS ADVISORS, LLC$79M
- Charter Oak Capital Management, LLC$72M
- Thrivent Financial for Lutherans$42M
- SlateStone Wealth, LLC$30M
- Independent Advisor Alliance$22M
Largest adds
- MORGAN STANLEY$238M
- ENVESTNET ASSET MANAGEMENT INC$222M
- MERCER GLOBAL ADVISORS INC /ADV$175M
- Wealthfront Advisers LLC$167M
- BANK OF AMERICA CORP /DE/$103M
- Plante Moran Financial Advisors, LLC$76M
Largest trims
- JANE STREET GROUP, LLC$95M
- ELEVATION POINT WEALTH PARTNERS, LLC$15M
- Vestmark Advisory Solutions, Inc.$15M
- Kingsview Wealth Management, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Aurdan Capital Management, LLC$4M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 4,498,051 | $1.1B | 9.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 4,451,442 | $1.1B | 9.5% | 2026-Q2 |
| Wealthfront Advisers LLC added | 3,450,306 | $849M | 7.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,304,294 | $567M | 4.9% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 1,833,274 | $451M | 3.9% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,403,188 | $345M | 3.0% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 1,356,739 | $334M | 2.9% | 2026-Q2 |
| ASSETMARK, INC added | 1,321,393 | $325M | 2.8% | 2026-Q2 |
| Creative Planning trimmed | 1,102,341 | $271M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 1,064,954 | $262M | 2.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,062,508 | $262M | 2.3% | 2026-Q2 |
| Cerity Partners LLC added | 1,062,300 | $262M | 2.3% | 2026-Q2 |
| Plante Moran Financial Advisors, LLC added | 1,002,829 | $247M | 2.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 893,051 | $220M | 1.9% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 838,191 | $206M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 822,967 | $203M | 1.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 784,166 | $193M | 1.7% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 742,510 | $183M | 1.6% | 2026-Q2 |
| UBS Group AG added | 669,951 | $165M | 1.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 650,983 | $157M | 1.4% | 2026-Q2 |
| Gleason Group, Inc. added | 645,027 | $159M | 1.4% | 2026-Q2 |
| SageView Advisory Group, LLC trimmed | 638,507 | $157M | 1.4% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 632,279 | $156M | 1.4% | 2026-Q2 |
| NEPC LLC trimmed | 605,088 | $149M | 1.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 580,333 | $143M | 1.2% | 2026-Q2 |
| Kestra Investment Management, LLC added | 550,893 | $136M | 1.2% | 2026-Q2 |
| DIVERSIFIED TRUST CO added | 514,903 | $127M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 386,289 | $95M | 0.8% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 371,031 | $91M | 0.8% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 353,403 | $73M | 0.6% | 2026-Q2 |
| Van Cleef Asset Management,Inc trimmed | 340,880 | $84M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 335,664 | $83M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 289,189 | $71M | 0.6% | 2026-Q2 |
| Tenon Financial LLC added | 273,536 | $67M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 263,792 | $65M | 0.6% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 261,653 | $63M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 259,693 | $64M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 250,920 | $62M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 242,018 | $60M | 0.5% | 2026-Q2 |
| GeoWealth Management, LLC added | 237,457 | $58M | 0.5% | 2026-Q2 |
| Vanguard National Trust Co added | 227,913 | $56M | 0.5% | 2026-Q2 |
| Mariner, LLC trimmed | 222,692 | $55M | 0.5% | 2026-Q2 |
| ACT WEALTH MANAGEMENT, LLC added | 212,634 | $52M | 0.5% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 210,400 | $52M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 209,626 | $52M | 0.4% | 2026-Q2 |
| James J. Burns & Company, LLC added | 204,797 | $50M | 0.4% | 2026-Q2 |
| Beacon Harbor Wealth Advisors, Inc. added | 198,535 | $47M | 0.4% | 2026-Q2 |
| HCR Wealth Advisors added | 192,946 | $48M | 0.4% | 2026-Q2 |
| MAYPORT, LLC added | 192,454 | $47M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 191,481 | $47M | 0.4% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 177,002 | $44M | 0.4% | 2026-Q2 |
| LINCOLN NATIONAL CORP added | 170,932 | $42M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 169,504 | $42M | 0.4% | 2026-Q2 |
| MOODY NATIONAL BANK TRUST DIVISION added | 166,374 | $41M | 0.4% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 163,353 | $40M | 0.4% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 162,397 | $40M | 0.3% | 2026-Q2 |
| Valmark Advisers, Inc. added | 148,811 | $37M | 0.3% | 2026-Q2 |
| Voya Financial Advisors, Inc. trimmed | 145,505 | $36M | 0.3% | 2026-Q2 |
| Firestone Capital Management added | 141,095 | $35M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 140,012 | $34M | 0.3% | 2026-Q2 |
| FC Advisory LLC trimmed | 134,242 | $33M | 0.3% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 125,832 | $31M | 0.3% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 125,792 | $30M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 123,918 | $31M | 0.3% | 2026-Q2 |
| CYPRESS FINANCIAL PLANNING LLC added | 120,709 | $30M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 119,173 | $29M | 0.3% | 2026-Q2 |
| Strategic Investment Advisors / MI added | 117,968 | $29M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 117,214 | $29M | 0.3% | 2026-Q2 |
| BIP Wealth, LLC added | 115,027 | $28M | 0.2% | 2026-Q2 |
| FIRST HAWAIIAN BANK added | 113,133 | $28M | 0.2% | 2026-Q2 |
| BlackRock, Inc. added | 110,162 | $27M | 0.2% | 2026-Q2 |
| Continuum Advisory, LLC added | 109,789 | $27M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 108,688 | $27M | 0.2% | 2026-Q2 |
| Winthrop Advisory Group LLC added | 105,228 | $26M | 0.2% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 101,011 | $25M | 0.2% | 2026-Q2 |
| FMR LLC added | 99,176 | $24M | 0.2% | 2026-Q2 |
| Keel Point, LLC added | 98,879 | $24M | 0.2% | 2026-Q2 |
| Fairway Wealth LLC added | 94,675 | $23M | 0.2% | 2026-Q2 |
| Prime Buchholz LLC added | 93,644 | $23M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 88,767 | $22M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 85,655 | $21M | 0.2% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 84,670 | $21M | 0.2% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 84,498 | $20M | 0.2% | 2026-Q2 |
| N.E.W. Advisory Services LLC trimmed | 84,163 | $21M | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 82,765 | $20M | 0.2% | 2026-Q2 |
| Summit Wealth Group, LLC added | 80,902 | $20M | 0.2% | 2026-Q2 |
| Procyon Advisors, LLC added | 77,004 | $19M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 75,777 | $19M | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 75,730 | $19M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 75,162 | $18M | 0.2% | 2026-Q2 |
| Applied Capital LLC added | 74,370 | $18M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 74,006 | $18M | 0.2% | 2026-Q2 |
| Nuveen, LLC new | 73,654 | $18M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 71,178 | $18M | 0.2% | 2026-Q2 |
| Affiance Financial, LLC trimmed | 70,004 | $17M | 0.2% | 2026-Q2 |
| BRIGHTON SECURITIES CORP. added | 69,812 | $17M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 69,796 | $17M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 69,131 | $17M | 0.1% | 2026-Q2 |
| Topsail Wealth Management, LLC added | 68,890 | $17M | 0.1% | 2026-Q2 |
| Asio Capital, LLC trimmed | 67,153 | $17M | 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.