§ EQUITY
USDVOT
VNGRD MRNGSTR MC GRW ETF-USD
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
487 increased/new, 358 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 3.0M | 0.0% | n/a |
| Bank of America Corp | 2.2M | 0.0% | +3% |
| ASSETMARK, INC | 2.1M | 1.1% | −3% |
| Wells Fargo & Company | 1.7M | n/a | +4% |
| EP Wealth Advisors, LLC | 1.6M | 2.0% | +10% |
| ROYAL BANK OF CANADA | 1.3M | 0.1% | −28% |
◇ AC INTELLIGENCE
Top institutional owners for VOT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER64.2% · 957 holders
DEALER / BANK31.2% · 69 holders
INCOME / DEFENSIVE2.3% · 5 holders
QUALITY / COMPOUNDER2.2% · 11 holders
SYSTEMATIC / QUANT0.0% · 1 holder
TACTICAL / MACRO0.0% · 1 holder
PASSIVE / INDEX0.0% · 2 holders
DEEP VALUE0.0% · 2 holders
ACTIVIST0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for VOT in the last 180 days.