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-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on VEGN is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 1 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 45 tracked filers holding VEGN, 20 increased or opened the position and 10 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 2026-Q1 and 2026-Q2 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.
Full exits 1
- NATURAL INVESTMENTS, LLC$11M
Largest adds
- Wealthfront Advisers LLC$674K
- KINGSWOOD WEALTH ADVISORS, LLC$548K
- GAM Holding AG$465K
- CAPITAL CITY TRUST CO/FL$463K
- Composition Wealth, LLC$331K
- Sunrise Financial Services, LLC$329K
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 |
|---|---|---|---|---|
| Wealthfront Advisers LLC trimmed | 31,703 | $3M | 8.9% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 23,314 | $2M | 6.5% | 2026-Q2 |
| CAPITAL CITY TRUST CO/FL trimmed | 19,781 | $2M | 5.5% | 2026-Q2 |
| GAM Holding AG | 18,170 | $1M | 5.1% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 10,357 | $852K | 2.9% | 2026-Q2 |
| Joel Adams & Associates, Inc. trimmed | 9,745 | $802K | 2.7% | 2026-Q2 |
| Composition Wealth, LLC added | 7,763 | $639K | 2.2% | 2026-Q2 |
| MORGAN STANLEY | 6,472 | $532K | 1.8% | 2026-Q2 |
| Allegheny Financial Group added | 5,845 | $481K | 1.6% | 2026-Q2 |
| PFG Investments, LLC | 5,519 | $454K | 1.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 4,550 | $374K | 1.3% | 2026-Q2 |
| Financial Engines Advisors L.L.C. trimmed | 4,403 | $362K | 1.2% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC new | 4,000 | $329K | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 3,501 | $288K | 1.0% | 2026-Q2 |
| HOWE & RUSLING INC | 3,397 | $279K | 0.9% | 2026-Q2 |
| Belvedere Trading LLC new | 3,082 | $254K | 0.9% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 2,934 | $241K | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,741 | $225K | 0.8% | 2026-Q2 |
| Creative Planning new | 2,651 | $218K | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 2,612 | $215K | 0.7% | 2026-Q2 |
| Garde Capital, Inc. | 2,531 | $208K | 0.7% | 2026-Q2 |
| Mariner, LLC trimmed | 2,527 | $208K | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ | 2,435 | $200K | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA | 2,373 | $196K | 0.7% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 2,366 | $195K | 0.7% | 2026-Q2 |
| UBS Group AG added | 1,375 | $113K | 0.4% | 2026-Q2 |
| SOA Wealth Advisors, LLC. | 1,000 | $82K | 0.3% | 2026-Q2 |
| FMR LLC added | 893 | $73K | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 813 | $67K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 801 | $66K | 0.2% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 714 | $59K | 0.2% | 2026-Q2 |
| FIRST COMMUNITY TRUST NA | 595 | $49K | 0.2% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 595 | $49K | 0.2% | 2026-Q2 |
| Redwood Park Advisors LLC | 418 | $34K | 0.1% | 2026-Q2 |
| Rossby Financial, LCC | 322 | $26K | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC new | 266 | $22K | 0.1% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec new | 133 | $11K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 125 | $10K | 0.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 125 | $10K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 121 | $10K | 0.0% | 2026-Q2 |
| Sankala Group LLC | 85 | $7K | 0.0% | 2026-Q2 |
| Anchor Bay Capital, Inc. new | 70 | $5K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 55 | $5K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 50 | $4K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 4 | $333 | 0.0% | 2026-Q2 |
| NATURAL INVESTMENTS, LLC added | 199,265 | $11M | 38.2% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP new | 5,100 | $288K | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC | 584 | $33K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Game Plan Financial Advisors, LLC | 13 | $747 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| REDMONT WEALTH ADVISORS LLC | 4,281 | $260K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| Peregrine Asset Advisers, Inc. | 3,371 | $205K | 0.7% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC | 1,500 | $91K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN | 93 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Cadence Bank trimmed | 6,981 | $415K | 1.4% | 2025-Q3 stale (3 quarters behind) |
| RFG Advisory, LLC new | 6,316 | $376K | 1.3% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE TRADING, LLC trimmed | 5,851 | $348K | 1.2% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC new | 347 | $21K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 224 | $13K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,906 | $219K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Stephens Consulting, LLC new | 292 | $16K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 50 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.