% of shares outstanding is not shown for VTWV: 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 VTWV 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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 453K | 434K | 387K | 378K | 390K | 426K | $71M |
| Pathstone Holdings, LLC | 163K | 173K | 186K | 189K | 206K | 211K | $35M |
| MORGAN STANLEY | 129K | 132K | 150K | 172K | 175K | 198K | $33M |
| COMMERCE BANK | 15K | 16K | 16K | 74K | 95K | 124K | $21M |
| LPL Financial LLC | 107K | 112K | 118K | 127K | 117K | 117K | $20M |
| QUEST INVESTMENT MANAGEMENT LLC | — | — | — | — | — | 98K | $16M |
| Private Advisor Group, LLC | 6K | 6K | 5K | 5K | 19K | 96K | $16M |
| Rockefeller Capital Management L.P. | 87K | 92K | 193K | 94K | 94K | 91K | $15M |
| WELLS FARGO & COMPANY/MN | 25K | 22K | 19K | 34K | 82K | 90K | $15M |
| Bragg Financial Advisors, Inc | 85K | 85K | 89K | 86K | 86K | 84K | $14M |
| AMERIPRISE FINANCIAL INC | 91K | 85K | 80K | 79K | 77K | 76K | $13M |
| Equitable Holdings, Inc. | 10K | 16K | 21K | 22K | 22K | 72K | $11M |
| OSAIC HOLDINGS, INC. | 4K | 2K | 3K | 58K | 59K | 61K | $10M |
| WestHill Financial Advisors, Inc. | 55K | 57K | 57K | 59K | 59K | 58K | $10M |
| FIRST AMERICAN TRUST, FSB | — | — | — | — | — | 55K | $9M |
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 | |
|---|---|---|---|
| QUEST INVESTMENT MANAGEMENT LLC | +97,643 | $16M | OPEN |
| Private Advisor Group, LLC | +76,898 | $13M | ADD |
| FIRST AMERICAN TRUST, FSB | +55,057 | $9M | OPEN |
| Equitable Holdings, Inc. | +49,636 | $8M | ADD |
| BANK OF AMERICA CORP /DE/ | +36,166 | $6M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MIdWestOne Financial Group, Inc. | −8,482 | $1M | CLOSE |
| COOKE & BIELER LP | −7,510 | $1M | CLOSE |
| CITADEL ADVISORS LLC | −3,064 | $512,014 | TRIM |
| GOLDMAN SACHS GROUP INC | −3,050 | $509,675 | TRIM |
| Rockefeller Capital Management L.P. | −2,896 | $483,940 | 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 | 192 | 3,129,652 | — | $522M |
| 2025-Q4 | 172 | 2,658,597 | — | $426M |
| 2025-Q3 | 153 | 2,534,720 | — | $388M |
| 2025-Q2 | 154 | 2,494,692 | — | $347M |
| 2025-Q1 | 158 | 2,441,374 | — | $325M |
| 2024-Q4 | 162 | 2,483,890 | — | $359M |
| 2024-Q3 | 146 | 2,316,086 | — | $340M |
| 2024-Q2 | 142 | 2,308,119 | — | $311M |
| 2024-Q1 | 144 | 3,123,314 | — | $436M |
| 2023-Q4 | 147 | 3,017,065 | — | $412M |
| 2023-Q3 | 144 | 2,606,711 | — | $311M |
| 2023-Q2 | 134 | 3,124,699 | — | $385M |
| 2023-Q1 | 136 | 2,850,784 | — | $344M |
| 2022-Q4 | 145 | 3,028,819 | — | $363M |
| 2022-Q3 | 135 | 2,997,995 | — | $325M |
| 2022-Q2 | 128 | 2,977,393 | — | $355M |
| 2022-Q1 | 129 | 3,170,436 | — | $449M |
| 2021-Q4 | 119 | 3,265,842 | — | $476M |
| 2021-Q3 | 107 | 2,981,957 | — | $419M |
| 2021-Q2 | 105 | 2,901,664 | — | $421M |
| 2021-Q1 | 97 | 1,587,840 | — | $222M |
| 2020-Q4 | 81 | 1,445,621 | — | $167M |
| 2020-Q3 | 61 | 955,119 | — | $84M |
| 2020-Q2 | 61 | 900,384 | — | $77M |
| 2020-Q1 | 58 | 744,684 | — | $54M |
| 2019-Q4 | 65 | 812,317 | — | $92M |
| 2019-Q3 | 59 | 774,394 | — | $81M |
| 2019-Q2 | 61 | 736,355 | — | $77M |
| 2019-Q1 | 62 | 740,637 | — | $77M |
| 2018-Q4 | 59 | 803,666 | — | $75M |
| 2018-Q3 | 56 | 515,903 | — | $59M |
| 2018-Q2 | 53 | 426,971 | — | $49M |
| 2018-Q1 | 48 | 430,178 | — | $46M |
| 2017-Q4 | 36 | 379,012 | — | $41M |
| 2017-Q3 | 34 | 336,262 | — | $36M |
| 2017-Q2 | 40 | 425,059 | — | $44M |
| 2017-Q1 | 44 | 560,308 | — | $57M |
| 2016-Q4 | 33 | 523,449 | — | $54M |
| 2016-Q3 | 28 | 403,683 | — | $37M |
| 2016-Q2 | 23 | 245,283 | — | $21M |
| 2016-Q1 | 22 | 303,197 | — | $24M |
| 2015-Q4 | 20 | 308,687 | — | $25M |
| 2015-Q3 | 20 | 204,153 | — | $16M |
| 2015-Q2 | 21 | 241,809 | — | $21M |
| 2015-Q1 | 21 | 276,109 | — | $25M |
| 2014-Q4 | 19 | 320,702 | — | $28M |
| 2014-Q3 | 15 | 275,918 | — | $23M |
| 2014-Q2 | 15 | 295,273 | — | $26M |
| 2014-Q1 | 15 | 307,871 | — | $27M |
| 2013-Q4 | 13 | 328,514 | — | $28M |
| 2013-Q3 | 13 | 260,363 | — | $21M |
| 2013-Q2 | 10 | 211,486 | — | $16M |
