% of shares outstanding is not shown for VTHR: 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 VTHR in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 627K | 518K | 525K | 589K | 553K | 611K | $176M |
| MORGAN STANLEY | 178K | 219K | 225K | 227K | 436K | 510K | $147M |
| LINCOLN NATIONAL CORP | 460K | 460K | 466K | 460K | 458K | 463K | $133M |
| TOMPKINS FINANCIAL CORP | — | 180K | 220K | 277K | 279K | 299K | $86M |
| Focus Partners Wealth | 455K | 223K | 225K | 231K | 237K | 232K | $67M |
| Callan Family Office, LLC | — | — | — | — | 229K | 223K | $64M |
| GOLDMAN SACHS GROUP INC | 22K | 54K | 65K | 121K | 82K | 220K | $63M |
| Cliffwater LLC | 262K | 262K | 236K | 236K | 206K | 206K | $59M |
| UBS Group AG | 50K | 46K | 61K | 58K | 47K | 196K | $56M |
| Cerity Partners LLC | 134K | 134K | 141K | 94K | 93K | 101K | $29M |
| AQR CAPITAL MANAGEMENT LLC | 27K | 35K | 63K | 93K | 107K | 90K | $26M |
| Fund Evaluation Group, LLC | — | — | 139K | 56K | 87K | 87K | $25M |
| RAYMOND JAMES FINANCIAL INC | 73K | 79K | 79K | 74K | 87K | 84K | $24M |
| LPL Financial LLC | 84K | 93K | 86K | 85K | 83K | 81K | $23M |
| Diversified Trust Co | 84K | 84K | 84K | 84K | 80K | 80K | $23M |
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 | +149,157 | $43M | ADD |
| GOLDMAN SACHS GROUP INC | +138,713 | $40M | ADD |
| MORGAN STANLEY | +73,843 | $21M | ADD |
| AMERIPRISE FINANCIAL INC | +57,873 | $17M | ADD |
| Kingsview Wealth Management, LLC | +25,230 | $7M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| John S. & James L. Knight Foundation, Inc. | −153,749 | $44M | CLOSE |
| NewEdge Advisors, LLC | −52,604 | $15M | CLOSE |
| BANK OF AMERICA CORP /DE/ | −40,741 | $12M | TRIM |
| Mariner, LLC | −26,290 | $8M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −22,813 | $7M | 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 | 232 | 5,180,385 | — | $1.5B |
| 2025-Q4 | 231 | 5,026,894 | — | $1.5B |
| 2025-Q3 | 208 | 4,506,813 | — | $1.3B |
| 2025-Q2 | 210 | 4,639,791 | — | $1.3B |
| 2025-Q1 | 203 | 4,245,647 | — | $1.0B |
| 2024-Q4 | 191 | 4,274,848 | — | $1.1B |
| 2024-Q3 | 167 | 3,463,618 | — | $827M |
| 2024-Q2 | 168 | 3,279,920 | — | $786M |
| 2024-Q1 | 159 | 3,365,130 | — | $784M |
| 2023-Q4 | 144 | 2,801,516 | — | $597M |
| 2023-Q3 | 136 | 2,289,964 | — | $437M |
| 2023-Q2 | 139 | 2,579,781 | — | $508M |
| 2023-Q1 | 136 | 3,029,160 | — | $497M |
| 2022-Q4 | 133 | 2,558,715 | — | $440M |
| 2022-Q3 | 123 | 2,472,817 | — | $399M |
| 2022-Q2 | 122 | 2,200,824 | — | $371M |
| 2022-Q1 | 120 | 1,978,570 | — | $400M |
| 2021-Q4 | 109 | 2,518,214 | — | $387M |
| 2021-Q3 | 103 | 1,542,308 | — | $307M |
| 2021-Q2 | 107 | 1,590,574 | — | $317M |
| 2021-Q1 | 99 | 1,422,284 | — | $264M |
| 2020-Q4 | 84 | 1,303,354 | — | $227M |
| 2020-Q3 | 81 | 1,149,739 | — | $176M |
| 2020-Q2 | 75 | 979,935 | — | $137M |
| 2020-Q1 | 71 | 859,743 | — | $99M |
| 2019-Q4 | 73 | 835,968 | — | $122M |
| 2019-Q3 | 66 | 803,515 | — | $109M |
| 2019-Q2 | 62 | 735,122 | — | $98M |
| 2019-Q1 | 64 | 796,747 | — | $103M |
| 2018-Q4 | 62 | 777,901 | — | $89M |
| 2018-Q3 | 57 | 615,814 | — | $78M |
| 2018-Q2 | 57 | 635,568 | — | $75M |
| 2018-Q1 | 56 | 583,618 | — | $71M |
| 2017-Q4 | 53 | 647,527 | — | $80M |
| 2017-Q3 | 48 | 656,007 | — | $76M |
| 2017-Q2 | 47 | 1,977,535 | — | $220M |
| 2017-Q1 | 47 | 700,455 | — | $76M |
| 2016-Q4 | 48 | 673,555 | — | $69M |
| 2016-Q3 | 46 | 640,327 | — | $64M |
| 2016-Q2 | 41 | 492,148 | — | $47M |
| 2016-Q1 | 41 | 616,427 | — | $58M |
| 2015-Q4 | 42 | 755,754 | — | $70M |
| 2015-Q3 | 36 | 539,951 | — | $48M |
| 2015-Q2 | 38 | 643,656 | — | $61M |
| 2015-Q1 | 29 | 805,143 | — | $77M |
| 2014-Q4 | 31 | 468,648 | — | $44M |
| 2014-Q3 | 25 | 348,686 | — | $31M |
| 2014-Q2 | 26 | 380,246 | — | $35M |
| 2014-Q1 | 20 | 250,565 | — | $22M |
| 2013-Q4 | 19 | 317,951 | — | $27M |
| 2013-Q3 | 20 | 526,487 | — | $41M |
| 2013-Q2 | 18 | 270,938 | — | $20M |
| 2013-Q1 | 2 | 14,481 | — | $1M |
