VTES Institutional Ownership
Who owns VTES and what the big funds did with it last quarter, from every SEC 13F filing. 302 funds reported holding VTES at Jun 30, 2026.
- ▲175 buying vs 90 selling
- ▲Shares held by funds +8.6%
- ▲Funds holding +19
- ●No superinvestor moves
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 302 | 283 | +6.7% |
| In funds' top 10 | 5 | 4 | +25.0% |
| 13F shares | 8.8M | 8.1M | +8.6% |
| Held by funds | – | – | – |
| New positions | 35 | 43 | −18.6% |
| Increased | 140 | 134 | +4.5% |
| Reduced | 73 | 49 | +49.0% |
| Sold out | 17 | 9 | +88.9% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns VTES
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds83.2%
- Banks and brokers16.7%
- Pensions, insurers and other0.1%
The top 10 holders own 43.7% of all VTES shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
248 funds changed their position- Raymond James Financial IncAdded+235K sh
- Savant Capital, LLCTrimmed−108K sh
- Sei Investments CoNew+107K sh
- Alongside, LLCNew+105K sh
- TruNorth Capital Management, LLCNew+91K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /adv | – | 1.3M | $127M | −75K |
| 2 | Wescott Financial Advisory Group, LLC | – | 740K | $74.9M | +14K |
| 3 | Bank of America Corp /de/ | – | 409K | $41.5M | +30K |
| 4 | Gleason Group, Inc. | – | 313K | $31.7M | +13K |
| 5 | TIAA Wealth Investment Management LLC | – | 235K | $23.8M | −31K |
| 6 | Seeds Investor LLC | – | 198K | $20.1M | +4,138 |
| 7 | Wells Fargo & Company/mn | – | 189K | $19.2M | +35K |
| 8 | Savant Capital, LLC | – | 181K | $18.3M | +81K |
| 9 | Raymond James Financial Inc | – | 168K | $17M | −70K |
| 10 | Goldman Sachs Group Inc | – | 158K | $16M | +128K |
- Goldman Sachs Group Inc+128K sh+$13M
- Hall Capital Management Co Inc+96K sh+$9.7M
- Savant Capital, LLC+81K sh+$8.2M
- Northwestern Mutual Wealth Management Co+69K sh+$7M
- Focus Advisor Solutions, LLC+57K sh+$5.8M
- Clearstead Advisors, LLC+43K sh+$4.3M
- S.A. Mason LLC+40K sh+$4M
- Osaic Holdings, Inc.+39K sh+$3.9M
- Corient Private Wealth LP−135K sh−$13.7M
- Mercer Global Advisors Inc /adv−75K sh−$7.6M
- Raymond James Financial Inc−70K sh−$7.1M
- TIAA Wealth Investment Management LLC−31K sh−$3.2M
- IF Advisors, LLC−25K sh−$2.5M
- Truist Financial Corp−25K sh−$2.5M
- Capital Investment Services of America, Inc.−23K sh−$2.3M
- Private Advisor Group, LLC−19K sh−$2M
VTES institutional ownership FAQ
Who owns the most VTES stock?
In Q2 2026 13F filings the largest holder of VTES was Mercer Global Advisors Inc /adv, followed by Wescott Financial Advisory Group, LLC and Bank of America Corp /de/. Index fund managers are usually the biggest holders of large companies.
What percentage of VTES is owned by institutions?
302 funds reported holding 8.8M VTES shares at Jun 30, 2026.
Are hedge funds buying VTES?
In Q2 2026, 175 funds bought VTES (35 of them new positions) and 90 sold (17 sold out completely). Our fund sentiment for VTES is bullish.
What is VTES's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this VTES ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.