VTMX
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow -0.3% ·
net new positions +3.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 4.57M | $156.85M | +3 | −2 |
| Q1 2026 | 26 | -3 | 4.59M | $152.93M | +2 | −5 |
| Q4 2025 | 29 | 0 | 4.89M | $149.01M | — | — |
| Q3 2025 | 8 | +1 | 4.78M | $135.23M | +1 | — |
| Q2 2025 | 4 | 0 | 5.19M | $142.07M | — | — |
| Q1 2025 | 2 | -3 | 1.74M | $39.78M | — | −3 |
| Q4 2024 | 5 | 0 | 1.80M | $46.18M | — | — |
| Q3 2024 | 5 | 0 | 2.18M | $58.65M | — | — |
| Q2 2024 | 5 | — | 1.88M | $56.26M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.84M | -0.9% | $63.00M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 2 | Fidelity (FMR) ✦ | 805.25K | -47.6% | $27.63M | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 3 | Bank Of America Corp /De/ | 752.04K | +244.7% | $25.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Lazard Asset Management Llc | 357.02K | -1.4% | $12.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | BlackRock ✦ (passive) | 323.59K | +105.8% | $11.10M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 6 | Morgan Stanley ✦ | 105.89K | +58.3% | $3.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 7 | UBS Group AG | 100.01K | +23.5% | $3.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Capital International Investors | 62.55K | 0.0% | $2.15M | 0.0% | Held | 3 | SEC ↗ |
| 9 | Mariner, LLC | 38.77K | +1.3% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Marshall Wace ✦ | 34.52K | -52.8% | $1.18M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 29.88K | +1.2% | $1.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Neuberger Berman Group LLC | 26.43K | +34.0% | $904,431 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Millennium Management ✦ | 16.30K | New | $559,116 | 0.0% | New | 1 | SEC ↗ |
| 14 | Sei Investments Co | 13.80K | +2.8% | $473,250 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 13.47K | +11.5% | $462,080 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 13.25K | -7.2% | $454,539 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Citigroup Inc | 11.30K | +188.0% | $387,771 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | DZ BANK AG Deutsche Zentral… | 9.48K | +114.7% | $325,253 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Hrt Financial Lp | 8.16K | New | $280,000 | 0.0% | New | 1 | SEC ↗ |
| 20 | Dimensional Fund Advisors Lp | 5.92K | -2.1% | $203,184 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Mirae Asset Global Investments Co.… | 2.01K | New | $69,032 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Rhumbline Advisers | 1.29K | 0.0% | $44,189 | 0.0% | Held | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 1.24K | -29.4% | $42,682 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 1.25K | +48.2% | $42,380 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.23K | +0.7% | $42,030 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 835 | +2.5% | $28,654 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 85 | 0.0% | $2,904 | 0.0% | Held | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $559,116 | 0.0% |
| Hrt Financial Lp | $280,000 | 0.0% |
| Mirae Asset Global… | $69,032 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $663,199 | was 0.0% |
| Citadel Advisors | $260,719 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 62 holders, 5.65M shares, $187.66M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 6.22K sh · $21,642
Officer · 1.80K sh · $6,174
Director · 33.44K sh · $117,381
Officer · 6.15K sh · $21,601
Officer · 30.00K sh · $107,700
Officer · 30.00K sh · $107,400
Officer · 4.50K sh · $15,390
Officer · 5.00K sh · $17,450
Officer · 5.00K sh · $17,350
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology