% of shares outstanding is not shown for VDC: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile lands with its cohort — the cohort is size-matched, so it needs a market cap for VDC in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 4,336,4034.3M | $974M | — | ADD 11% |
| 2 | LPL Financial LLC | 898,835898,835 | $202M | — | ADD 3% |
| 3 | MORGAN STANLEY | 596,531596,531 | $134M | — | TRIM -6% |
| 4 | PGIM Custom Harvest LLC | 468,988468,988 | $105M | — | ADD 8% |
| 5 | Compass Financial Group, INC/SD | 448,969448,969 | $101M | — | — |
| 6 | Beacon Capital Management, Inc. | 420,746420,746 | $94M | — | TRIM -7% |
| 7 | WELLS FARGO & COMPANY/MN | 406,752406,752 | $91M | — | ADD 7% |
| 8 | UBS Group AG | 315,733315,733 | $71M | — | ADD 19% |
| 9 | Cetera Investment Advisers | 268,001268,001 | $60M | — | — |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 257,399257,399 | $58M | — | TRIM -19% |
Ranked by each filer’s own reported value, not shares.
1 holder — The filer reported no value for this line, so it carries no dollar figure and is left out of the percentage and value columns.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +424,605 | $95M | ADD |
| UBS Group AG | +49,864 | $11M | ADD |
| TrueWealth Financial Partners | +43,086 | $10M | OPEN |
| Independent Advisor Alliance | +41,754 | $9M | OPEN |
| PGIM Custom Harvest LLC | +36,349 | $8M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | −61,826 | $14M | TRIM |
| PRINCIPAL SECURITIES, INC. | −51,095 | $11M | TRIM |
| MORGAN STANLEY | −41,194 | $9M | TRIM |
| Beacon Capital Management, Inc. | −30,985 | $7M | TRIM |
| CORDA Investment Management, LLC. | −24,542 | $6M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3.4M | 4.0M | 4.0M | 3.9M | 3.9M | 4.3M | $974M |
| LPL Financial LLC | 704K | 718K | 768K | 844K | 875K | 899K | $202M |
| MORGAN STANLEY | 618K | 549K | 544K | 567K | 638K | 597K | $134M |
| PGIM Custom Harvest LLC | 377K | 358K | 445K | 412K | 433K | 469K | $105M |
| Compass Financial Group, INC/SD | 458K | 459K | 459K | 452K | 451K | 449K | $101M |
| Beacon Capital Management, Inc. | 714K | 193K | 568K | 499K | 452K | 421K | $94M |
| WELLS FARGO & COMPANY/MN | 358K | 407K | 379K | 377K | 380K | 407K | $91M |
| UBS Group AG | 392K | 378K | 376K | 242K | 266K | 316K | $71M |
| Cetera Investment Advisers | 247K | 264K | 241K | 262K | 265K | 268K | $60M |
| ENVESTNET ASSET MANAGEMENT INC | 451K | 462K | 367K | 336K | 319K | 257K | $58M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
