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Institutional Ownership · SEC Form 13F

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.

993
Institutional holders
52,971,267
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
ENVESTNET ASSET MANAGEMENT INC added4,245,346$874M8.9%2026-Q1
MORGAN STANLEY added4,224,056$869M8.8%2026-Q1
Wealthfront Advisers LLC trimmed3,318,175$683M6.9%2026-Q1
BANK OF AMERICA CORP /DE/ added2,254,629$464M4.7%2026-Q1
FIFTH THIRD BANCORP added1,404,888$289M2.9%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added1,340,917$276M2.8%2026-Q1
VANGUARD ADVISERS INC new1,326,360$273M2.8%2026-Q1
ASSETMARK, INC added1,282,644$264M2.7%2026-Q1
Creative Planning added1,137,537$234M2.4%2026-Q1
ROYAL BANK OF CANADA added1,073,521$221M2.2%2026-Q1
LPL Financial LLC trimmed1,014,827$209M2.1%2026-Q1
Cerity Partners LLC added947,692$195M2.0%2026-Q1
Focus Partners Wealth trimmed901,751$186M1.9%2026-Q1
Plante Moran Financial Advisors, LLC added830,772$171M1.7%2026-Q1
Wealthspire Advisors, LLC trimmed823,550$169M1.7%2026-Q1
WELLS FARGO & COMPANY/MN added819,871$169M1.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed747,954$154M1.6%2026-Q1
US BANCORP \DE\ trimmed745,338$153M1.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added663,735$133M1.4%2026-Q1
Gleason Group, Inc. added634,181$131M1.3%2026-Q1
NEPC LLC626,535$129M1.3%2026-Q1
UBS Group AG trimmed604,209$124M1.3%2026-Q1
TD PRIVATE CLIENT WEALTH LLC added583,386$120M1.2%2026-Q1
JANE STREET GROUP, LLC added519,246$107M1.1%2026-Q1
Kestra Investment Management, LLC added508,333$105M1.1%2026-Q1
Diversified Trust Co added506,078$104M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed427,043$88M0.9%2026-Q1
NATIXIS ADVISORS, LLC added383,095$79M0.8%2026-Q1
Stratos Wealth Partners, LTD. trimmed366,330$75M0.8%2026-Q1
Charter Oak Capital Management, LLC trimmed351,937$72M0.7%2026-Q1
Van Cleef Asset Management,Inc trimmed348,657$72M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed340,577$70M0.7%2026-Q1
AMERIPRISE FINANCIAL INC added340,150$70M0.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS added329,623$68M0.7%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added311,752$64M0.7%2026-Q1
ALLIANCEBERNSTEIN L.P. added300,848$63M0.6%2026-Q1
Cetera Investment Advisers added262,048$54M0.5%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed261,338$54M0.5%2026-Q1
Tenon Financial LLC added251,213$52M0.5%2026-Q1
CITIGROUP INC trimmed246,108$51M0.5%2026-Q1
Rockefeller Capital Management L.P. added241,233$50M0.5%2026-Q1
CIBC Bancorp USA Inc. new233,865$48M0.5%2026-Q1
Mariner, LLC added230,938$48M0.5%2026-Q1
Vanguard National Trust Co new226,755$47M0.5%2026-Q1
GeoWealth Management, LLC added226,382$47M0.5%2026-Q1
Blue Trust, Inc. trimmed220,424$45M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed213,068$44M0.4%2026-Q1
James J. Burns & Company, LLC added204,556$42M0.4%2026-Q1
Thrivent Financial for Lutherans added203,511$42M0.4%2026-Q1
ACT WEALTH MANAGEMENT, LLC trimmed202,679$42M0.4%2026-Q1
Clearstead Advisors, LLC added201,831$42M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed201,363$41M0.4%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC trimmed191,588$39M0.4%2026-Q1
MAYPORT, LLC added182,970$38M0.4%2026-Q1
HCR Wealth Advisors added181,857$37M0.4%2026-Q1
Voya Financial Advisors, Inc. trimmed185,342$37M0.4%2026-Q1
LINCOLN NATIONAL CORP trimmed168,810$35M0.4%2026-Q1
Legacy Private Trust Co. trimmed168,416$35M0.4%2026-Q1
EP Wealth Advisors, LLC added168,307$35M0.4%2026-Q1
MOODY NATIONAL BANK TRUST DIVISION added165,000$34M0.3%2026-Q1
Valmark Advisers, Inc. added147,152$30M0.3%2026-Q1
SlateStone Wealth, LLC added145,606$30M0.3%2026-Q1
MATHER GROUP, LLC. trimmed144,050$30M0.3%2026-Q1
Firestone Capital Management added138,619$29M0.3%2026-Q1
Lido Advisors, LLC trimmed135,801$28M0.3%2026-Q1
FC Advisory LLC added134,920$28M0.3%2026-Q1
Beacon Harbor Wealth Advisors, Inc. added131,719$27M0.3%2026-Q1
Vestmark Advisory Solutions, Inc. added121,490$25M0.3%2026-Q1
New England Private Wealth Advisors LLC added121,111$25M0.3%2026-Q1
Investment Planning Advisors, Inc. added119,471$25M0.2%2026-Q1
CYPRESS FINANCIAL PLANNING LLC added117,636$24M0.2%2026-Q1
STIFEL FINANCIAL CORP added116,644$24M0.2%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added115,749$24M0.2%2026-Q1
FIRST HAWAIIAN BANK added111,836$23M0.2%2026-Q1
Continuum Advisory, LLC added108,599$22M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed108,244$22M0.2%2026-Q1
Independent Advisor Alliance added104,714$22M0.2%2026-Q1
Strategic Investment Advisors / MI added101,704$21M0.2%2026-Q1
BlackRock, Inc. added99,500$20M0.2%2026-Q1
Winthrop Advisory Group LLC added98,456$20M0.2%2026-Q1
Fairway Wealth LLC added93,344$19M0.2%2026-Q1
Private Advisor Group, LLC added91,725$19M0.2%2026-Q1
BROWN ADVISORY INC trimmed90,839$19M0.2%2026-Q1
FMR LLC added89,543$18M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed84,939$17M0.2%2026-Q1
N.E.W. Advisory Services LLC added84,225$17M0.2%2026-Q1
BESSEMER GROUP INC trimmed81,180$17M0.2%2026-Q1
Aurdan Capital Management, LLC added80,792$17M0.2%2026-Q1
Prime Buchholz LLC added80,119$16M0.2%2026-Q1
SENTINEL PENSION ADVISORS, LLC added80,021$16M0.2%2026-Q1
VANGUARD GROUP INC added1,381,682$289M2.9%2025-Q4 stale
SageView Advisory Group, LLC added648,820$136M1.4%2025-Q4 stale
COBBLESTONE CAPITAL ADVISORS LLC /NY/ added233,545$49M0.5%2025-Q3 stale
CIBC Private Wealth Group LLC added118,093$25M0.3%2025-Q4 stale
Capitolis Liquid Global Markets LLC new106,100$20M0.2%2025-Q2 stale
BIP Alliance, LLC added103,018$20M0.2%2025-Q2 stale
TORONTO DOMINION BANK added100,000$19M0.2%2025-Q2 stale
Thrive Capital Management, LLC new100,057$19M0.2%2025-Q1 stale
SOL Capital Management CO trimmed84,482$18M0.2%2025-Q4 stale
Keel Point, LLC added79,547$17M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership