Who owns VEGN
Which tracked institutional funds hold VEGN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VEGN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-20). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
3 tracked funds added or opened VEGN while 2 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VEGN’s largest tracked holder by dollar value, NATURAL INVESTMENTS, LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VEGN divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 33 tracked filers holding VEGN, 14 increased or opened the position and 12 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VEGN between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- CAPITAL CITY TRUST CO/FL$1M
- Sunrise Financial Services, LLC$523K
Full exits 1
- GAM Holding AG$2M
Largest adds
- NATURAL INVESTMENTS, LLC$1M
Largest trims
- ROYAL BANK OF CANADA$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NATURAL INVESTMENTS, LLC added | 199,265 | $11M | 45.9% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 34,237 | $2M | 7.9% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 24,239 | $1M | 5.6% | 2026-Q1 |
| CAPITAL CITY TRUST CO/FL new | 20,600 | $1M | 4.7% | 2026-Q1 |
| Joel Adams & Associates, Inc. | 10,503 | $593K | 2.4% | 2026-Q1 |
| Sunrise Financial Services, LLC new | 9,249 | $523K | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 6,472 | $366K | 1.5% | 2026-Q1 |
| Allegheny Financial Group added | 5,581 | $315K | 1.3% | 2026-Q1 |
| PFG Investments, LLC added | 5,519 | $312K | 1.3% | 2026-Q1 |
| Composition Wealth, LLC added | 5,448 | $308K | 1.3% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 5,100 | $288K | 1.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. | 4,780 | $270K | 1.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC | 4,550 | $257K | 1.0% | 2026-Q1 |
| HOWE & RUSLING INC | 3,397 | $192K | 0.8% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 2,366 | $135K | 0.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,373 | $134K | 0.5% | 2026-Q1 |
| SOA Wealth Advisors, LLC. | 1,000 | $56K | 0.2% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 813 | $46K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 801 | $45K | 0.2% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 714 | $40K | 0.2% | 2026-Q1 |
| FMR LLC added | 627 | $35K | 0.1% | 2026-Q1 |
| FIRST COMMUNITY TRUST NA | 595 | $34K | 0.1% | 2026-Q1 |
| Capital Analysts, LLC | 584 | $33K | 0.1% | 2026-Q1 |
| Redwood Park Advisors LLC added | 418 | $24K | 0.1% | 2026-Q1 |
| Rossby Financial, LCC | 322 | $18K | 0.1% | 2026-Q1 |
| UBS Group AG | 177 | $10K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 125 | $7K | 0.0% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 125 | $7K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 121 | $7K | 0.0% | 2026-Q1 |
| Sankala Group LLC trimmed | 85 | $5K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 50 | $3K | 0.0% | 2026-Q1 |
| Game Plan Financial Advisors, LLC | 13 | $747 | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 7 | $398 | 0.0% | 2026-Q1 |
| GAM Holding AG new | 36,340 | $2M | 9.0% | 2025-Q4 stale |
| Cadence Bank trimmed | 6,981 | $415K | 1.7% | 2025-Q3 stale |
| RFG Advisory, LLC new | 6,316 | $376K | 1.5% | 2025-Q3 stale |
| WOLVERINE TRADING, LLC trimmed | 5,851 | $348K | 1.4% | 2025-Q3 stale |
| REDMONT WEALTH ADVISORS LLC | 4,281 | $260K | 1.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,906 | $219K | 0.9% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 3,501 | $213K | 0.9% | 2025-Q4 stale |
| Peregrine Asset Advisers, Inc. | 3,371 | $205K | 0.8% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ | 2,435 | $148K | 0.6% | 2025-Q4 stale |
| Garde Capital, Inc. | 2,531 | $142K | 0.6% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC | 1,500 | $91K | 0.4% | 2025-Q4 stale |
| FLAGSHIP WEALTH ADVISORS, LLC | 573 | $35K | 0.1% | 2025-Q4 stale |
| Wealthspire Advisors, LLC new | 347 | $21K | 0.1% | 2025-Q3 stale |
| Stephens Consulting, LLC new | 292 | $16K | 0.1% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. new | 224 | $13K | 0.1% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 166 | $9K | 0.0% | 2025-Q2 stale |
| WELLS FARGO & COMPANY/MN | 93 | $6K | 0.0% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 50 | $3K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.