Who owns VSDM?
Institutional ownership of VSDM from SEC Form 13F filings across 62 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
62
13F holders
$115.5M
value, 2026 filers
1.5M
shares disclosed
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of VSDM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | TRUIST FINANCIAL CORP | 251,105 | $19.2M | 0.0% | — | +66.6% |
| 2 | S.A. Mason LLC | 163,888 | $12.6M | 3.9% | — | +37.7% |
| 3 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 126,587 | $9.7M | 0.7% | — | +116.0% |
| 4 | Quantinno Capital Management LPNEW | 98,000 | $7.5M | 0.0% | — | new |
| 5 | Acumen Wealth Advisors, LLC | 82,467 | $6.3M | 1.3% | — | +645.4% |
| 6 | Beaird Harris Wealth Management, LLC | 74,692 | $5.7M | 0.4% | — | +191.3% |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 65,487 | $5.0M | 0.0% | — | +71.4% |
| 8 | Rialto Wealth Management, LLC | 61,252 | $4.7M | 0.9% | — | +67.4% |
| 9 | JONES FINANCIAL COMPANIES LLLP | 50,496 | $3.9M | 0.0% | — | +96.4% |
| 10 | TD Capital Management LLCNEW | 43,473 | $3.3M | 0.3% | — | new |
| 11 | Bank of New York Mellon Corp | 41,724 | $3.2M | 0.0% | — | -2.4% |
| 12 | Timmons Wealth Management, LLC | 37,636 | $2.9M | 2.1% | — | +389.9% |
| 13 | LPL Financial LLC | 37,512 | $2.9M | 0.0% | — | +82.5% |
| 14 | Dakota Wealth Management | 35,875 | $2.7M | 0.1% | — | +9.8% |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | 32,858 | $2.5M | 0.0% | — | +243.9% |
| 16 | JPMORGAN CHASE & CO | 28,573 | $2.2M | 0.0% | — | +28473.0% |
| 17 | Harbor Group, Inc. | 25,899 | $2.0M | 0.2% | — | -17.7% |
| 18 | HighTower Advisors, LLCNEW | 18,959 | $1.5M | 0.0% | — | new |
| 19 | CRA Financial Services, LLC | 17,988 | $1.4M | 0.2% | — | -1.8% |
| 20 | Essex Financial Services, Inc. | 17,622 | $1.4M | 0.1% | — | +18.9% |
| 21 | Integrated Wealth Concepts LLC | 16,016 | $1.2M | 0.0% | — | +83.8% |
| 22 | NEUBERGER BERMAN GROUP LLC | 15,910 | $1.2M | 0.0% | — | 0.0% |
| 23 | &PARTNERS | 14,377 | $1.1M | 0.0% | — | +30.7% |
| 24 | NATIXIS ADVISORS, LLCNEW | 13,198 | $1,011 | 0.0% | — | new |
| 25 | Composition Wealth, LLCNEW | 13,106 | $1.0M | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.