VTV Institutional Ownership
Who owns VTV and what the big funds did with it last quarter, from every SEC 13F filing. 2,807 funds reported holding VTV at Jun 30, 2026.
- ▲1,358 buying vs 962 selling
- ▲Shares held by funds +1.8%
- ▲Funds holding +82
- ▼Superinvestors: 0 added, 3 cut
- ●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 | 2,807 | 2,725 | +3.0% |
| In funds' top 10 | 452 | 446 | +1.3% |
| 13F shares | 596M | 585M | +1.8% |
| Held by funds | – | – | – |
| New positions | 171 | 143 | +19.6% |
| Increased | 1,187 | 1,167 | +1.7% |
| Reduced | 871 | 895 | −2.7% |
| Sold out | 91 | 94 | −3.2% |
| Calls (shares) | 27K | 28K | −2.5% |
| Puts (shares) | 178K | 16K | +1013.7% |
| Put/call ratio | 6.55 | 0.57 | +1042.4% |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in VTV
All superinvestors →
Who owns VTV
share of fund held shares- Index and passive funds0.2%
- Active managers and hedge funds49.0%
- Banks and brokers50.3%
- Pensions, insurers and other0.5%
The top 10 holders own 50.5% of all VTV shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
2,019 funds changed their position- Jones Financial Companies LllpTrimmed−11.8M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−1M sh
- Mission Wealth Management, LPTrimmed−756K sh
- Private Advisor Group, LLCAdded+603K sh
- Raymond James Financial IncAdded+400K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 134M | $29.3B | +2.8M |
| 2 | Jones Financial Companies Lllp | – | 44.6M | $9.7B | −6.7M |
| 3 | Morgan Stanley | – | 35.4M | $7.7B | +1.7M |
| 4 | Envestnet Asset Management Inc | – | 23.1M | $5B | +543K |
| 5 | UBS Group AG | – | 13.7M | $3B | +155K |
| 6 | LPL Financial LLC | – | 11.5M | $2.5B | +279K |
| 7 | Ameriprise Financial Inc | – | 11.4M | $2.5B | −22K |
| 8 | Raymond James Financial Inc | – | 9M | $2B | +286K |
| 9 | EP Wealth Advisors, LLC | – | 9M | $2B | +560K |
| 10 | Wells Fargo & Company/mn | – | 8.7M | $1.9B | +223K |
- Pathstone Holdings, LLC+5.2M sh+$1.1B
- Mather Group, Llc.+3.9M sh+$850M
- Bank of America Corp /de/+2.8M sh+$606M
- Morgan Stanley+1.7M sh+$378M
- Cambridge Investment Research Advisors, Inc.+1.1M sh+$231M
- Caisse de depot et placement du Quebec+925K sh+$202M
- Citigroup Inc+864K sh+$188M
- Savant Capital, LLC+883K sh+$187M
- Jones Financial Companies Lllp−6.7M sh−$1.5B
- Provida Pension Fund Administrator−1.9M sh−$377M
- Coldstream Capital Management Inc−658K sh−$143M
- Private Advisor Group, LLC−387K sh−$84.4M
- Evoke Wealth, LLC−365K sh−$71.6M
- BlackRock, Inc.−323K sh−$70.4M
- Buffalo Business & Estate Services Ltd−338K sh−$66.3M
- Equitable Holdings, Inc.−301K sh−$65.5M
VTV institutional ownership FAQ
Who owns the most VTV stock?
In Q2 2026 13F filings the largest holder of VTV was Bank of America Corp /de/, followed by Jones Financial Companies Lllp and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of VTV is owned by institutions?
2,807 funds reported holding 596M VTV shares at Jun 30, 2026.
Are hedge funds buying VTV?
In Q2 2026, 1,358 funds bought VTV (171 of them new positions) and 962 sold (91 sold out completely). Among well known investors, 0 added and 3 cut. Our fund sentiment for VTV is bullish.
What is VTV's institutional put/call ratio?
Funds reported $38.8M of VTV puts against $5.9M of calls, a put/call ratio of 6.55 (0.57 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.
How current is this VTV 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.