Who owns VGHY (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-Q1 13F filings. 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
8 tracked funds added or opened VGHY while 3 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
VGHY’s largest tracked holder by dollar value, FIRST MERCHANTS CORP, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp 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 2025-Q4 and 2026-Q1, across 28 tracked filers holding VGHY, 20 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 VGHY 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 5
- EVOLVE PRIVATE WEALTH, LLC$3M
- SAGE RHINO CAPITAL LLC$2M
- Cambridge Investment Research Advisors, Inc.$791K
- ENVESTNET ASSET MANAGEMENT INC$744K
- HRT FINANCIAL LP$521K
Full exits 2
- GOLDMAN SACHS GROUP INC$2M
- CITADEL ADVISORS LLC$2M
Largest adds
- OSAIC HOLDINGS, INC.$1M
- Buska Wealth Management, LLC$1M
- Holos Integrated Wealth LLC$947K
Largest trims
- JANE STREET GROUP, LLC$3M
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 added | 1,282,482 | $13M | 27.6% | 2026-Q1 |
| Holos Integrated Wealth LLC added | 90,558 | $7M | 13.9% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC new | 42,585 | $3M | 6.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 41,466 | $3M | 6.4% | 2026-Q1 |
| Buska Wealth Management, LLC added | 29,424 | $2M | 4.5% | 2026-Q1 |
| SAGE RHINO CAPITAL LLC new | 21,479 | $2M | 3.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 17,875 | $1M | 2.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 10,636 | $791K | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC new | 10,003 | $744K | 1.5% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 8,325 | $619K | 1.3% | 2026-Q1 |
| HRT FINANCIAL LP new | 7,007 | $521K | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 6,580 | $490K | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 5,865 | $436K | 0.9% | 2026-Q1 |
| Nicholas Wealth, LLC. new | 5,405 | $402K | 0.8% | 2026-Q1 |
| Independence Asset Advisors, LLC new | 5,031 | $374K | 0.8% | 2026-Q1 |
| Grey Fox Wealth Advisors, LLC added | 44,340 | $242K | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 2,043 | $152K | 0.3% | 2026-Q1 |
| Coston, McIsaac & Partners added | 7,071 | $73K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA | 870 | $64K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC | 700 | $52K | 0.1% | 2026-Q1 |
| KELLEHER FINANCIAL ADVISORS added | 4,635 | $48K | 0.1% | 2026-Q1 |
| VSM Wealth Advisory, LLC added | 201 | $15K | 0.0% | 2026-Q1 |
| Ankerstar Wealth, LLC new | 70 | $5K | 0.0% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC trimmed | 492 | $5K | 0.0% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. added | 305 | $3K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 21 | $1K | 0.0% | 2026-Q1 |
| MORGAN STANLEY new | 1 | $88 | 0.0% | 2026-Q1 |
| McIlrath & Eck, LLC new | 3 | $33 | 0.0% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 187,535 | $4M | 9.1% | 2025-Q1 stale |
| OLD MISSION CAPITAL LLC new | 44,321 | $3M | 6.9% | 2025-Q3 stale |
| GOLDMAN SACHS GROUP INC added | 20,306 | $2M | 3.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC new | 20,111 | $2M | 3.1% | 2025-Q4 stale |
| CCM INVESTMENT ADVISERS LLC new | 50,707 | $504K | 1.0% | 2025-Q3 stale |
| Wallington Asset Management, LLC trimmed | 16,999 | $177K | 0.4% | 2025-Q1 stale |
| TOWER BRIDGE ADVISORS added | 18,030 | $161K | 0.3% | 2025-Q4 stale |
| eCIO, Inc. new | 6,173 | $144K | 0.3% | 2025-Q1 stale |
| ORG Wealth Partners, LLC new | 9,066 | $49K | 0.1% | 2025-Q1 stale |
| Garton & Associates Financial Advisors LLC new | 3,784 | $40K | 0.1% | 2025-Q4 stale |
| UBS Group AG new | 282 | $21K | 0.0% | 2025-Q3 stale |
| Motiv8 Investments LLC new | 1,750 | $20K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC new | 200 | $15K | 0.0% | 2025-Q3 stale |
| Westside Investment Management, Inc. | 2,561 | $14K | 0.0% | 2025-Q4 stale |
| WELLS FARGO & COMPANY/MN new | 80 | $6K | 0.0% | 2025-Q4 stale |
| Grey Ledge Advisors, LLC added | 64 | $357 | 0.0% | 2025-Q4 stale |
| Luminist Capital LLC new | 18 | $182 | 0.0% | 2025-Q2 stale |
| Vermillion Wealth Management, Inc. | 8 | $87 | 0.0% | 2025-Q3 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.