Security record · archived quarter
VTMX
name pending profile ingest
26Tracked holders
-3Δ holders
4.59MShares held
$152.93MReported value
+2New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -10.3% ·
share flow -6.1% ·
net new positions -11.5%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.85M | -4.0% | $61.76M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 2 | Wellington Management ✦ | 1.85M | -4.0% | $61.76M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 3 | Wellington Management ✦ | 1.85M | -4.0% | $61.76M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 4 | Wellington Management ✦ | 1.85M | -4.0% | $61.76M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.85M | -4.0% | $61.76M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 1.54M | -5.3% | $51.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 1.54M | -5.3% | $51.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.54M | -5.3% | $51.28M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Lazard Asset Management Llc | 362.15K | +20.5% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Lazard Asset Management Llc | 362.15K | +20.5% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 218.18K | -22.9% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 218.18K | -22.9% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 218.18K | -22.9% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 218.18K | -22.9% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 157.26K | 0.0% | $5.24M | 0.0% | Held | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 157.26K | 0.0% | $5.24M | 0.0% | Held | 4 | SEC ↗ |
| 17 | UBS Group AG | 80.96K | -12.0% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 80.96K | -12.0% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | UBS Group AG | 80.96K | -12.0% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Marshall Wace ✦ | 73.16K | -0.8% | $2.44M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 21 | Marshall Wace ✦ | 73.16K | -0.8% | $2.44M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 22 | Marshall Wace ✦ | 73.16K | -0.8% | $2.44M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 66.88K | -41.4% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 66.88K | -41.4% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 66.88K | -41.4% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 66.88K | -41.4% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 66.88K | -41.4% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Capital International Investors | 62.55K | -1.6% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Mariner, LLC | 38.28K | +3.7% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Royal Bank Of Canada | 29.51K | -25.1% | $984,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 29.51K | -25.1% | $984,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bnp Paribas Financial Markets | 19.89K | -4.2% | $663,199 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Neuberger Berman Group LLC | 19.73K | -7.1% | $655,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 19.73K | -7.1% | $655,394 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Goldman Sachs Group ✦ | 14.27K | -31.0% | $475,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Sei Investments Co | 13.42K | -0.7% | $447,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 12.08K | +33.7% | $402,607 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 7.82K | New | $260,719 | 0.0% | New | 1 | SEC ↗ |
| 39 | Dimensional Fund Advisors Lp | 6.05K | New | $201,774 | 0.0% | New | 1 | SEC ↗ |
| 40 | DZ BANK AG Deutsche Zentral… | 4.42K | +18.8% | $147,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Citigroup Inc | 3.92K | -18.5% | $130,826 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 1.76K | -5.4% | $58,786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Rhumbline Advisers | 1.29K | +0.3% | $42,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 1.22K | +32.9% | $40,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Jones Financial Companies Lllp | 845 | +5533.3% | $27,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 815 | +21.6% | $27,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 85 | +750.0% | $2,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $260,719 | 0.0% |
| Dimensional Fund Advisors Lp | $201,774 | 0.0% |
Exited
| Millennium Management | $1.24M | was 0.0% |
| Nuveen, LLC | $621,722 | was 0.0% |
| Jane Street Group, Llc | $336,244 | was 0.0% |
| Mirae Asset Global… | $50,826 | was 0.0% |
| Wells Fargo & Company/Mn | $854 | 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.
Frequently co-owned
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)
Aug 21
BERHO CARRANZA LORENZO…
Officer · 30.00K sh · $107,400
Aug 21
BERHO CARRANZA LORENZO…
Officer · 30.00K sh · $107,700
Aug 13
Cuevas Argueta Fernando…
Officer · 4.50K sh · $15,390
Aug 12
DEL CASTILLO CACHO GUILLERMO
Officer · 5.00K sh · $17,350
Aug 12
DEL CASTILLO CACHO GUILLERMO
Officer · 5.00K sh · $17,450
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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