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Institutional Ownership · SEC Form 13F

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.

37
Institutional holders
2,613,063
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
FIRST MERCHANTS CORP added1,282,482$13M27.6%2026-Q1
Holos Integrated Wealth LLC added90,558$7M13.9%2026-Q1
EVOLVE PRIVATE WEALTH, LLC new42,585$3M6.5%2026-Q1
JANE STREET GROUP, LLC trimmed41,466$3M6.4%2026-Q1
Buska Wealth Management, LLC added29,424$2M4.5%2026-Q1
SAGE RHINO CAPITAL LLC new21,479$2M3.3%2026-Q1
OSAIC HOLDINGS, INC. added17,875$1M2.7%2026-Q1
Cambridge Investment Research Advisors, Inc. new10,636$791K1.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC new10,003$744K1.5%2026-Q1
MELFA WEALTH MANAGEMENT, INC.8,325$619K1.3%2026-Q1
HRT FINANCIAL LP new7,007$521K1.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC new6,580$490K1.0%2026-Q1
MML INVESTORS SERVICES, LLC new5,865$436K0.9%2026-Q1
Nicholas Wealth, LLC. new5,405$402K0.8%2026-Q1
Independence Asset Advisors, LLC new5,031$374K0.8%2026-Q1
Grey Fox Wealth Advisors, LLC added44,340$242K0.5%2026-Q1
HARBOUR INVESTMENTS, INC. added2,043$152K0.3%2026-Q1
Coston, McIsaac & Partners added7,071$73K0.2%2026-Q1
ROYAL BANK OF CANADA870$64K0.1%2026-Q1
Farther Finance Advisors, LLC700$52K0.1%2026-Q1
KELLEHER FINANCIAL ADVISORS added4,635$48K0.1%2026-Q1
VSM Wealth Advisory, LLC added201$15K0.0%2026-Q1
Ankerstar Wealth, LLC new70$5K0.0%2026-Q1
Kohmann Bosshard Financial Services, LLC trimmed492$5K0.0%2026-Q1
OAKWORTH CAPITAL, INC. added305$3K0.0%2026-Q1
EverSource Wealth Advisors, LLC trimmed21$1K0.0%2026-Q1
MORGAN STANLEY new1$880.0%2026-Q1
McIlrath & Eck, LLC new3$330.0%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed187,535$4M9.1%2025-Q1 stale
OLD MISSION CAPITAL LLC new44,321$3M6.9%2025-Q3 stale
GOLDMAN SACHS GROUP INC added20,306$2M3.2%2025-Q4 stale
CITADEL ADVISORS LLC new20,111$2M3.1%2025-Q4 stale
CCM INVESTMENT ADVISERS LLC new50,707$504K1.0%2025-Q3 stale
Wallington Asset Management, LLC trimmed16,999$177K0.4%2025-Q1 stale
TOWER BRIDGE ADVISORS added18,030$161K0.3%2025-Q4 stale
eCIO, Inc. new6,173$144K0.3%2025-Q1 stale
ORG Wealth Partners, LLC new9,066$49K0.1%2025-Q1 stale
Garton & Associates Financial Advisors LLC new3,784$40K0.1%2025-Q4 stale
UBS Group AG new282$21K0.0%2025-Q3 stale
Motiv8 Investments LLC new1,750$20K0.0%2025-Q4 stale
Ameritas Advisory Services, LLC new200$15K0.0%2025-Q3 stale
Westside Investment Management, Inc.2,561$14K0.0%2025-Q4 stale
WELLS FARGO & COMPANY/MN new80$6K0.0%2025-Q4 stale
Grey Ledge Advisors, LLC added64$3570.0%2025-Q4 stale
Luminist Capital LLC new18$1820.0%2025-Q2 stale
Vermillion Wealth Management, Inc.8$870.0%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.

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