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Institutional Ownership · SEC Form 13F

Who owns VG


Which tracked institutional funds hold VG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VG company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

357
Institutional holders
449M
Shares held (tracked funds)

How the tape is positioned

86 tracked funds added or opened VG while 135 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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

VG’s largest tracked holder by dollar value, Allianz Asset Management GmbH, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in VG 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 357 tracked filers holding VG, 250 increased or opened the position and 159 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 VG 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.

New buyers 39

  • TORTOISE CAPITAL ADVISORS, L.L.C.$106M
  • KAYNE ANDERSON CAPITAL ADVISORS LP$64M
  • Encompass Capital Advisors LLC$50M
  • Man Group plc$31M
  • Recurrent Investment Advisors LLC$23M
  • BlackBarn Capital Partners LP$19M

Full exits 48

  • COHEN & STEERS, INC.$79M
  • Merewether Investment Management, LP$65M
  • Anatole Investment Management Ltd$41M
  • JANE STREET GROUP, LLC$32M
  • Forest Avenue Capital Management LP$32M
  • HRT FINANCIAL LP$24M

Largest adds

  • Blackstone Inc.$156M
  • TCW GROUP INC$103M
  • BALYASNY ASSET MANAGEMENT L.P.$39M
  • Rubric Capital Management LP$37M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$36M
  • GOLDMAN SACHS GROUP INC$35M

Largest trims

  • Allianz Asset Management GmbH$2.0B
  • NEUBERGER BERMAN GROUP LLC$61M
  • CITADEL ADVISORS LLC$59M
  • STATE STREET CORP$48M
  • BlackRock, Inc.$43M
  • UBS Group AG$42M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Allianz Asset Management GmbH trimmed172,261,658$1.9B39.4%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added16,185,046$180M3.7%2026-Q2
D. E. Shaw & Co., Inc. added15,644,297$174M3.6%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added14,362,196$160M3.3%2026-Q2
Blackstone Inc. added14,291,170$159M3.3%2026-Q2
TCW GROUP INC added14,238,601$158M3.3%2026-Q2
BlackRock, Inc. added13,876,512$154M3.2%2026-Q2
GOLDMAN SACHS GROUP INC added11,126,937$124M2.5%2026-Q2
TORTOISE CAPITAL ADVISORS, L.L.C. added9,559,853$106M2.2%2026-Q2
STATE STREET CORP trimmed9,032,064$101M2.1%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added6,114,364$68M1.4%2026-Q2
KAYNE ANDERSON CAPITAL ADVISORS LP new5,743,473$64M1.3%2026-Q2
Rubric Capital Management LP added5,410,280$60M1.2%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added5,276,887$59M1.2%2026-Q2
UBS Group AG trimmed4,870,152$54M1.1%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added4,757,405$53M1.1%2026-Q2
DEUTSCHE BANK AG\ trimmed4,662,386$52M1.1%2026-Q2
Encompass Capital Advisors LLC new4,500,000$50M1.0%2026-Q2
MORGAN STANLEY added4,073,124$45M0.9%2026-Q2
WESTWOOD HOLDINGS GROUP INC added3,616,984$40M0.8%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added3,540,269$39M0.8%2026-Q2
Point72 Asset Management, L.P. added3,466,930$39M0.8%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed3,405,100$38M0.8%2026-Q2
TWO SIGMA INVESTMENTS, LP added3,357,950$37M0.8%2026-Q2
MILLENNIUM MANAGEMENT LLC added3,304,753$37M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added3,004,286$33M0.7%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added2,964,040$33M0.7%2026-Q2
Catalyst Capital Advisors LLC trimmed2,881,323$32M0.7%2026-Q2
Man Group plc new2,814,623$31M0.6%2026-Q2
TUDOR INVESTMENT CORP ET AL added2,775,662$31M0.6%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD added2,764,493$31M0.6%2026-Q2
MACKENZIE FINANCIAL CORP added2,286,041$25M0.5%2026-Q2
Trexquant Investment LP added2,242,867$25M0.5%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed2,221,269$25M0.5%2026-Q2
CAPITAL FUND MANAGEMENT S.A. added2,041,403$23M0.5%2026-Q2
CITADEL ADVISORS LLC trimmed2,033,759$23M0.5%2026-Q2
Recurrent Investment Advisors LLC new2,025,792$23M0.5%2026-Q2
Ruffer LLP added1,789,003$20M0.4%2026-Q2
ExodusPoint Capital Management, LP added1,769,388$20M0.4%2026-Q2
WELLS FARGO & COMPANY/MN added1,756,822$20M0.4%2026-Q2
BlackBarn Capital Partners LP new1,750,000$19M0.4%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added1,741,213$19M0.4%2026-Q2
Sourcerock Group LLC added1,658,515$18M0.4%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added1,628,655$18M0.4%2026-Q2
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added1,618,100$18M0.4%2026-Q2
Hartree Partners, LP trimmed1,500,000$17M0.3%2026-Q2
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT new1,389,000$15M0.3%2026-Q2
Anomaly Capital Management, LP added1,351,078$15M0.3%2026-Q2
Zimmer Partners, LP new1,315,000$15M0.3%2026-Q2
Bank of New York Mellon Corp added1,278,504$14M0.3%2026-Q2
ALPS ADVISORS INC added1,237,875$14M0.3%2026-Q2
NORTHERN TRUST CORP added1,232,299$14M0.3%2026-Q2
BW Gestao de Investimentos Ltda. added1,207,486$13M0.3%2026-Q2
PLUSTICK MANAGEMENT LLC added1,150,000$13M0.3%2026-Q2
STIFEL FINANCIAL CORP added1,058,082$12M0.2%2026-Q2
JPMORGAN CHASE & CO added1,025,659$12M0.2%2026-Q2
BARCLAYS PLC trimmed980,766$11M0.2%2026-Q2
Philosophy Capital Management LLC new980,000$11M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added977,210$11M0.2%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC added933,546$10M0.2%2026-Q2
MARSHALL WACE, LLP trimmed917,808$10M0.2%2026-Q2
JENNISON ASSOCIATES LLC trimmed900,136$10M0.2%2026-Q2
Prescott Group Capital Management, L.L.C. added875,622$10M0.2%2026-Q2
LPL Financial LLC trimmed865,173$10M0.2%2026-Q2
Artemis Investment Management LLP trimmed836,206$9M0.2%2026-Q2
GROUP ONE TRADING LLC added792,704$9M0.2%2026-Q2
Mawer Investment Management Ltd. trimmed714,711$8M0.2%2026-Q2
FIRST TRUST ADVISORS LP added710,798$8M0.2%2026-Q2
Qube Research & Technologies Ltd new654,677$7M0.1%2026-Q2
READYSTATE ASSET MANAGEMENT LP added651,795$7M0.1%2026-Q2
PDT Partners, LLC new646,562$7M0.1%2026-Q2
AMERIPRISE FINANCIAL INC added617,833$7M0.1%2026-Q2
EXCHANGE TRADED CONCEPTS, LLC trimmed508,933$6M0.1%2026-Q2
Corecam Pte. Ltd. added502,330$6M0.1%2026-Q2
Apollo Management Holdings, L.P. trimmed500,000$6M0.1%2026-Q2
Walleye Trading LLC added477,486$5M0.1%2026-Q2
MATHER GROUP, LLC.460,016$5M0.1%2026-Q2
MIRABELLA FINANCIAL SERVICES LLP added459,032$5M0.1%2026-Q2
Empyrean Capital Partners, LP trimmed451,000$5M0.1%2026-Q2
LGT Fund Management Co Ltd. new420,000$5M0.1%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added414,483$5M0.1%2026-Q2
HOHIMER WEALTH MANAGEMENT, LLC added383,100$4M0.1%2026-Q2
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. new365,594$4M0.1%2026-Q2
Engineers Gate Manager LP added352,378$4M0.1%2026-Q2
PINNACLE ASSOCIATES LTD new349,333$4M0.1%2026-Q2
CLOUGH CAPITAL PARTNERS L P trimmed345,832$4M0.1%2026-Q2
Metatron Capital SICAV plc - Metatron Long Term Equity Fund new344,026$4M0.1%2026-Q2
OnyxPoint Global Management LP new310,422$3M0.1%2026-Q2
BTG Pactual Asset Management US LLC new300,000$3M0.1%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC added297,984$3M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed296,849$3M0.1%2026-Q2
Lighthouse Investment Partners, LLC trimmed288,253$3M0.1%2026-Q2
Voleon Capital Management LP new287,145$3M0.1%2026-Q2
Cetera Investment Advisers added277,601$3M0.1%2026-Q2
Arkadios Wealth Advisors added265,154$3M0.1%2026-Q2
IMC-Chicago, LLC trimmed260,532$3M0.1%2026-Q2
GABELLI FUNDS LLC added260,000$3M0.1%2026-Q2
CenterBook Partners LP added258,186$3M0.1%2026-Q2
TWINBEECH CAPITAL LP added253,772$3M0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added240,942$3M0.1%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership