% of shares outstanding is not shown for VONG: 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 withheld — no market cap for VONG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 76,119,77976.1M | $8.3B | — | ADD 49% |
| 2 | UBS Group AG | 28,823,53528.8M | $3.2B | — | ADD 671% |
| 3 | LPL Financial LLC | 16,782,35016.8M | $1.8B | — | ADD 105% |
| 4 | MORGAN STANLEY | 9,736,5789.7M | $1.1B | — | ADD 12% |
| 5 | Cetera Investment Advisers | 9,492,3329.5M | $1.0B | — | TRIM -7% |
| 6 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 5,659,2985.7M | $621M | — | NEW |
| 7 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 5,184,8995.2M | $569M | — | ADD 412% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 5,066,9135.1M | $556M | — | ADD 48% |
| 9 | WELLS FARGO & COMPANY/MN | 4,240,3874.2M | $465M | — | — |
| 10 | AMERIPRISE FINANCIAL INC | 3,975,1934.0M | $436M | — | — |
| 11 | CITIGROUP INC | 3,592,9593.6M | $394M | — | ADD 3% |
| 12 | Sequoia Financial Advisors, LLC | 3,481,9273.5M | $382M | — | — |
| 13 | RAYMOND JAMES FINANCIAL INC | 3,114,7823.1M | $342M | — | — |
| 14 | Equitable Holdings, Inc. | 1,556,6971.6M | $329M | — | TRIM -44% |
| 15 | Creative Planning | 2,150,1752.2M | $236M | — | ADD 1668% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 2,014,7422.0M | $221M | — | — |
| 17 | JONES FINANCIAL COMPANIES LLLP | 2,077,2442.1M | $221M | — | ADD 35% |
| 18 | TRUIST FINANCIAL CORP | 1,954,5432.0M | $214M | — | — |
| 19 | HighTower Advisors, LLC | 1,870,7281.9M | $205M | — | ADD 2% |
| 20 | Janney Montgomery Scott LLC | 1,803,8531.8M | $198M | — | ADD 14% |
| 21 | JABODON PT CO | 1,634,2111.6M | $179M | — | ADD 12% |
| 22 | OSAIC HOLDINGS, INC. | 1,382,0901.4M | $152M | — | — |
| 23 | GOLDMAN SACHS GROUP INC | 1,308,6141.3M | $144M | — | ADD 126% |
| 24 | ROYAL BANK OF CANADA | 1,288,6561.3M | $141M | — | ADD 18% |
| 25 | Pathstone Holdings, LLC | 1,251,5811.3M | $137M | — | ADD 9% |
| 26 | FIFTH THIRD BANCORP | 1,247,7601.2M | $137M | — | ADD 112% |
| 27 | PRUDENTIAL FINANCIAL INC | 1,131,2141.1M | $124M | — | TRIM -3% |
| 28 | Quent Capital, LLC | 1,095,0211.1M | $120M | — | ADD 4% |
| 29 | Beacon Pointe Advisors, LLC | 1,073,3171.1M | $118M | — | ADD 24% |
| 30 | Cerity Partners LLC | 991,753991,753 | $109M | — | ADD 20% |
| 31 | JPMORGAN CHASE & CO | 1,007,5361.0M | $107M | — | ADD 51% |
| 32 | PNC FINANCIAL SERVICES GROUP, INC. | 960,375960,375 | $105M | — | ADD 5% |
| 33 | Corient Private Wealth LLC | 907,508907,508 | $99M | — | TRIM -53% |
| 34 | Aaron Wealth Advisors LLC | 863,072863,072 | $95M | — | ADD 20% |
| 35 | Apollon Wealth Management, LLC | 846,825846,825 | $93M | — | TRIM -4% |
| 36 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 775,133775,133 | $85M | — | TRIM -19% |
| 37 | Cresset Asset Management, LLC | 720,571720,571 | $79M | — | ADD 66% |
| 38 | Rockefeller Capital Management L.P. | 716,080716,080 | $79M | — | ADD 96% |
| 39 | Global Strategic Investment Solutions, LLC | 695,315695,315 | $76M | — | ADD 10% |
| 40 | LPWM LLC | 660,553660,553 | $72M | — | — |
| 41 | WestHill Financial Advisors, Inc. | 654,798654,798 | $72M | — | ADD 5% |
| 42 | Wealthquest Corp | 582,273582,273 | $71M | — | — |
| 43 | 93 Financial Group, LLC | 599,199599,199 | $66M | — | — |
| 44 | SCS Capital Management LLC | 581,773581,773 | $64M | — | TRIM -6% |
| 45 | Waldron Private Wealth LLC | 546,367546,367 | $60M | — | — |
| 46 | Baltimore-Washington Financial Advisors, Inc. | 537,037537,037 | $59M | — | ADD 5% |
| 47 | VALLEY WEALTH MANAGERS, INC. | 531,649531,649 | $58M | — | ADD 11% |
| 48 | CAPTRUST FINANCIAL ADVISORS | 588,709588,709 | $58M | — | — |
| 49 | Hapanowicz & Associates Financial Services, Inc | 527,960527,960 | $58M | — | — |
| 50 | Nadler Financial Group, Inc. | 521,411521,411 | $57M | — | — |
| 51 | Modera Wealth Management, LLC | 499,341499,341 | $55M | — | — |
| 52 | Mariner, LLC | 464,754464,754 | $51M | — | ADD 10% |
| 53 | ASSETMARK, INC | 457,066457,066 | $50M | — | — |
| 54 | Alliance Wealth Advisors, LLC /UT | 454,592454,592 | $50M | — | ADD 71% |
| 55 | STEPHENS INC /AR/ | 441,472441,472 | $48M | — | ADD 21% |
| 56 | Snowden Capital Advisors LLC | 440,360440,360 | $48M | — | ADD 2% |
| 57 | One Capital Management, LLC | 416,362416,362 | $46M | — | ADD 144% |
| 58 | Apella Capital, LLC | 355,648355,648 | $44M | — | ADD 30% |
| 59 | Clearstead Advisors, LLC | 391,535391,535 | $43M | — | TRIM -29% |
| 60 | TIAA TRUST, NATIONAL ASSOCIATION | 386,161386,161 | $42M | — | TRIM -92% |
| 61 | CITIZENS & NORTHERN CORP | 384,641384,641 | $42M | — | ADD 5% |
| 62 | Bank of New York Mellon Corp | 375,591375,591 | $41M | — | ADD 3% |
| 63 | CIBC Bancorp USA Inc. | 366,453366,453 | $40M | — | NEW |
| 64 | Parkside Financial Bank & Trust | 359,732359,732 | $39M | — | ADD 6% |
| 65 | COMMERCE BANK | 359,470359,470 | $39M | — | — |
| 66 | NATIXIS ADVISORS, LLC | 355,836355,836 | $39M | — | ADD 297% |
| 67 | Pacific Life Fund Advisors LLC | 345,222345,222 | $38M | — | ADD 7% |
| 68 | Wealthspire Retirement, LLC | 339,365339,365 | $37M | — | ADD 3% |
| 69 | Lido Advisors, LLC | 330,905330,905 | $36M | — | TRIM -7% |
| 70 | LVW Advisors, LLC | 319,679319,679 | $35M | — | TRIM -23% |
| 71 | Steele Capital Management, Inc. | 306,128306,128 | $34M | — | — |
| 72 | Windward Private Wealth Management Inc. | 300,323300,323 | $33M | — | ADD 3% |
| 73 | Cynosure Group, LLC | 262,913262,913 | $32M | — | ADD 7637% |
| 74 | Atlantic Union Bankshares Corp | 291,387291,387 | $32M | — | ADD 13% |
| 75 | TD PRIVATE CLIENT WEALTH LLC | 290,288290,288 | $32M | — | ADD 21% |
| 76 | FIRST NATIONAL BANK OF OMAHA | 290,126290,126 | $31M | — | ADD 8% |
| 77 | D.A. DAVIDSON & CO. | 279,252279,252 | $31M | — | — |
| 78 | MML INVESTORS SERVICES, LLC | 275,151275,151 | $30M | — | TRIM -21% |
| 79 | NICOLET BANKSHARES INC | 265,499265,499 | $29M | — | NEW |
| 80 | CREATIVE FINANCIAL DESIGNS INC /ADV | 263,711263,711 | $29M | — | TRIM -9% |
| 81 | Private Advisor Group, LLC | 252,935252,935 | $28M | — | ADD 4% |
| 82 | Summit Financial Strategies, Inc. | 248,740248,740 | $27M | — | ADD 227% |
| 83 | Highland Financial Advisors, LLC | 246,834246,834 | $27M | — | ADD 8% |
| 84 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 240,818240,818 | $27M | — | TRIM -33% |
| 85 | Haverford Trust Co | 236,938236,938 | $26M | — | ADD 44% |
| 86 | EXCHANGE TRADED CONCEPTS, LLC | 235,754235,754 | $26M | — | ADD 5% |
| 87 | Cambridge Investment Research Advisors, Inc. | 221,330221,330 | $24M | — | TRIM -3% |
| 88 | &PARTNERS | 218,649218,649 | $24M | — | ADD 6% |
| 89 | CONDOR CAPITAL MANAGEMENT | 216,794216,794 | $24M | — | — |
| 90 | IEQ CAPITAL, LLC | 210,556210,556 | $23M | — | — |
| 91 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 208,274208,274 | $23M | — | — |
| 92 | Arrowroot Family Office, LLC | 206,674206,674 | $23M | — | ADD 7% |
| 93 | Bernardo Wealth Planning LLC | 204,728204,728 | $22M | — | — |
| 94 | Wealth Dimensions Group, Ltd. | 204,331204,331 | $22M | — | ADD 2% |
| 95 | Perkins Coie Trust Co | 202,524202,524 | $22M | — | — |
| 96 | Advisors Capital Management, LLC | 197,948197,948 | $22M | — | ADD 23% |
| 97 | Elite Financial, Inc. | 194,373194,373 | $21M | — | — |
| 98 | GLENMEDE TRUST CO NA | 189,170189,170 | $21M | — | TRIM -15% |
| 99 | KESTRA PRIVATE WEALTH SERVICES, LLC | 184,848184,848 | $20M | — | ADD 6% |
| 100 | STIFEL FINANCIAL CORP | 182,935182,935 | $20M | — | ADD 3% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 29.1M | 35.8M | 36.4M | 33.8M | 51.3M | 76.1M | $8.3B |
| UBS Group AG | 3.4M | 3.6M | 4.0M | 4.0M | 3.7M | 28.8M | $3.2B |
| LPL Financial LLC | 5.5M | 6.6M | 7.3M | 7.7M | 8.2M | 16.8M | $1.8B |
| MORGAN STANLEY | 7.0M | 7.9M | 8.3M | 8.8M | 8.7M | 9.7M | $1.1B |
| Cetera Investment Advisers | 537K | 617K | 661K | 10.5M | 10.2M | 9.5M | $1.0B |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | — | — | — | — | — | 5.7M | $621M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | — | — | — | — | 1.0M | 5.2M | $569M |
| ENVESTNET ASSET MANAGEMENT INC | 3.7M | 3.6M | 4.0M | 4.0M | 3.4M | 5.1M | $556M |
| WELLS FARGO & COMPANY/MN | 3.7M | 4.7M | 4.1M | 4.0M | 4.2M | 4.2M | $465M |
| AMERIPRISE FINANCIAL INC | 3.5M | 3.5M | 3.7M | 4.0M | 4.0M | 4.0M | $436M |
| CITIGROUP INC | 3.6M | 3.7M | 3.5M | 3.5M | 3.5M | 3.6M | $394M |
| Sequoia Financial Advisors, LLC | 3.3M | 3.2M | 3.3M | 3.2M | 3.5M | 3.5M | $382M |
| RAYMOND JAMES FINANCIAL INC | 3.0M | 3.2M | 3.7M | 3.0M | 3.1M | 3.1M | $342M |
| Equitable Holdings, Inc. | 3.3M | 3.1M | 3.0M | 2.9M | 2.8M | 1.6M | $329M |
| Creative Planning | 99K | 122K | 111K | 123K | 122K | 2.2M | $236M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| UBS Group AG | +25,086,363 | $2.8B | ADD |
| BANK OF AMERICA CORP /DE/ | +24,863,877 | $2.7B | ADD |
| LPL Financial LLC | +8,608,153 | $944M | ADD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | +5,659,298 | $621M | OPEN |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | +4,171,526 | $458M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | −4,397,728 | $482M | TRIM |
| SageView Advisory Group, LLC | −2,027,559 | $222M | CLOSE |
| Equitable Holdings, Inc. | −1,225,243 | $134M | TRIM |
| Corient Private Wealth LLC | −1,005,489 | $110M | TRIM |
| Cetera Investment Advisers | −719,133 | $79M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 856 | 244,845,066 | — | $27.0B |
| 2025-Q4 | 854 | 177,714,745 | — | $21.6B |
| 2025-Q3 | 788 | 154,564,731 | — | $18.5B |
| 2025-Q2 | 746 | 157,451,005 | — | $17.2B |
| 2025-Q1 | 709 | 151,406,215 | — | $14.0B |
| 2024-Q4 | 737 | 141,430,240 | — | $14.6B |
| 2024-Q3 | 633 | 136,132,392 | — | $13.1B |
| 2024-Q2 | 613 | 138,901,173 | — | $13.0B |
| 2024-Q1 | 578 | 151,679,986 | — | $13.1B |
| 2023-Q4 | 541 | 144,021,805 | — | $11.2B |
| 2023-Q3 | 471 | 127,273,672 | — | $8.7B |
| 2023-Q2 | 457 | 119,469,858 | — | $8.5B |
| 2023-Q1 | 423 | 115,196,860 | — | $7.2B |
| 2022-Q4 | 401 | 111,062,411 | — | $6.1B |
| 2022-Q3 | 361 | 86,695,252 | — | $4.7B |
| 2022-Q2 | 338 | 63,736,813 | — | $3.6B |
| 2022-Q1 | 340 | 90,069,101 | — | $4.6B |
| 2021-Q4 | 337 | 61,499,399 | — | $4.7B |
| 2021-Q3 | 298 | 55,807,847 | — | $4.0B |
| 2021-Q2 | 271 | 54,916,295 | — | $3.8B |
| 2021-Q1 | 262 | 13,223,626 | — | $3.0B |
| 2020-Q4 | 251 | 12,902,055 | — | $3.2B |
| 2020-Q3 | 222 | 12,519,739 | — | $2.8B |
| 2020-Q2 | 201 | 12,059,353 | — | $2.4B |
| 2020-Q1 | 178 | 11,931,013 | — | $1.8B |
| 2019-Q4 | 175 | 10,920,639 | — | $2.0B |
| 2019-Q3 | 143 | 10,296,366 | — | $1.7B |
| 2019-Q2 | 147 | 9,653,270 | — | $1.6B |
| 2019-Q1 | 138 | 8,307,253 | — | $1.3B |
| 2018-Q4 | 132 | 7,787,946 | — | $1.0B |
| 2018-Q3 | 129 | 6,517,745 | — | $1.0B |
| 2018-Q2 | 116 | 5,435,702 | — | $800M |
| 2018-Q1 | 109 | 5,268,257 | — | $736M |
| 2017-Q4 | 89 | 4,665,829 | — | $648M |
| 2017-Q3 | 74 | 4,334,580 | — | $557M |
| 2017-Q2 | 70 | 3,811,815 | — | $464M |
| 2017-Q1 | 63 | 3,996,261 | — | $467M |
| 2016-Q4 | 62 | 3,642,185 | — | $393M |
| 2016-Q3 | 56 | 2,948,195 | — | $315M |
| 2016-Q2 | 51 | 2,504,683 | — | $257M |
| 2016-Q1 | 50 | 2,327,348 | — | $238M |
| 2015-Q4 | 47 | 2,102,289 | — | $214M |
| 2015-Q3 | 36 | 1,716,992 | — | $164M |
| 2015-Q2 | 39 | 1,600,149 | — | $162M |
| 2015-Q1 | 40 | 1,419,223 | — | $144M |
| 2014-Q4 | 38 | 1,194,236 | — | $117M |
| 2014-Q3 | 34 | 1,178,680 | — | $111M |
| 2014-Q2 | 31 | 1,037,429 | — | $96M |
| 2014-Q1 | 28 | 922,777 | — | $82M |
| 2013-Q4 | 22 | 891,256 | — | $79M |
| 2013-Q3 | 26 | 995,958 | — | $80M |
| 2013-Q2 | 21 | 749,058 | — | $56M |
| 2013-Q1 | 1 | 10,743 | — | $786,000 |
