Who owns VGHY
Which tracked institutional funds hold VGHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VGHY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 VGHY is one-sided between 2026-Q1 and 2026-Q2: 13 added or opened and 4 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
VGHY’s largest tracked holder by dollar value, FIRST MERCHANTS CORP, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VGHY 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 41 tracked filers holding VGHY, 29 increased or opened the position and 4 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 VGHY 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 7
- Sigma Planning Corp$2M
- Worth Asset Management, LLC$2M
- Maridea Wealth Management LLC$1M
- Collaborative Fund Advisors, LLC$1M
- J. M. Brown & Associates Inc.$956K
- CITADEL ADVISORS LLC$945K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$791K
- HRT FINANCIAL LP$521K
Largest adds
- SAGE RHINO CAPITAL LLC$2M
- Holos Integrated Wealth LLC$1M
- OSAIC HOLDINGS, INC.$974K
- Independence Asset Advisors, LLC$561K
- Buska Wealth Management, LLC$346K
- MML INVESTORS SERVICES, LLC$295K
Largest trims
- FIRST MERCHANTS CORP$2M
- JANE STREET GROUP, LLC$325K
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 |
|---|---|---|---|---|
| FIRST MERCHANTS CORP trimmed | 1,156,137 | $12M | 20.7% | 2026-Q2 |
| Holos Integrated Wealth LLC added | 106,344 | $8M | 13.7% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC added | 53,267 | $4M | 6.9% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC added | 42,922 | $3M | 5.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 36,877 | $3M | 4.8% | 2026-Q2 |
| Buska Wealth Management, LLC added | 33,874 | $3M | 4.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 30,775 | $2M | 4.0% | 2026-Q2 |
| Sigma Planning Corp new | 26,553 | $2M | 3.4% | 2026-Q2 |
| Worth Asset Management, LLC new | 23,503 | $2M | 3.0% | 2026-Q2 |
| Maridea Wealth Management LLC new | 13,905 | $1M | 1.8% | 2026-Q2 |
| Collaborative Fund Advisors, LLC new | 13,772 | $1M | 1.8% | 2026-Q2 |
| J. M. Brown & Associates Inc. new | 12,776 | $956K | 1.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 12,620 | $945K | 1.6% | 2026-Q2 |
| Independence Asset Advisors, LLC added | 12,498 | $936K | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 10,297 | $771K | 1.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 9,771 | $731K | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,440 | $707K | 1.2% | 2026-Q2 |
| NewEdge Advisors, LLC new | 8,954 | $670K | 1.2% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. | 8,325 | $623K | 1.1% | 2026-Q2 |
| Nicholas Wealth, LLC. added | 7,920 | $593K | 1.0% | 2026-Q2 |
| Calder Financial LLC new | 6,470 | $484K | 0.8% | 2026-Q2 |
| Mustard Seed Financial, LLC new | 5,550 | $415K | 0.7% | 2026-Q2 |
| CHOREO, LLC new | 4,676 | $350K | 0.6% | 2026-Q2 |
| Thayer Partners, LLC / MA new | 4,307 | $322K | 0.6% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC new | 4,200 | $314K | 0.5% | 2026-Q2 |
| Grey Fox Wealth Advisors, LLC added | 45,400 | $249K | 0.4% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 28,360 | $248K | 0.4% | 2026-Q2 |
| SpringVest Wealth Management LLC new | 2,924 | $219K | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,054 | $154K | 0.3% | 2026-Q2 |
| KELLEHER FINANCIAL ADVISORS added | 9,381 | $97K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA | 870 | $65K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 700 | $52K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 500 | $37K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC new | 334 | $25K | 0.0% | 2026-Q2 |
| CVA Family Office, LLC new | 334 | $25K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 250 | $19K | 0.0% | 2026-Q2 |
| VSM Wealth Advisory, LLC added | 204 | $15K | 0.0% | 2026-Q2 |
| NBT BANK, N.A. new | 750 | $9K | 0.0% | 2026-Q2 |
| Ankerstar Wealth, LLC | 70 | $5K | 0.0% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. added | 310 | $3K | 0.0% | 2026-Q2 |
| Grey Ledge Advisors, LLC added | 109 | $595 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. new | 10,636 | $791K | 1.4% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 7,007 | $521K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| McIlrath & Eck, LLC new | 38,757 | $404K | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Coston, McIsaac & Partners | 7,071 | $73K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kohmann Bosshard Financial Services, LLC trimmed | 492 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MORGAN STANLEY new | 1 | $88 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 20,306 | $2M | 2.6% | 2025-Q4 stale (2 quarters behind) |
| TOWER BRIDGE ADVISORS added | 18,030 | $161K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Garton & Associates Financial Advisors LLC new | 3,784 | $40K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Motiv8 Investments LLC new | 2,375 | $22K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Westside Investment Management, Inc. | 2,561 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WELLS FARGO & COMPANY/MN new | 80 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC new | 44,321 | $3M | 5.7% | 2025-Q3 stale (3 quarters behind) |
| CCM INVESTMENT ADVISERS LLC new | 50,707 | $504K | 0.9% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC new | 200 | $15K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Vermillion Wealth Management, Inc. | 8 | $87 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Luminist Capital LLC new | 18 | $182 | 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.