Who owns VGIT (VGIT)
Which tracked institutional funds hold VGIT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VGIT 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
329 tracked funds added or opened VGIT while 122 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
VGIT’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 2.2% of theirs — a 1.9pp gap the other way — the median holder sizes VGIT more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VGIT 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 947 tracked filers holding VGIT, 602 increased or opened the position and 320 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 VGIT 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 56
- Penserra Capital Management LLC$56M
- VANGUARD ADVISERS INC$48M
- BlueSky Wealth Advisors, LLC$47M
- JOHNSON INVESTMENT COUNSEL INC$43M
- Hilton Capital Management, LLC$29M
- Mascoma Wealth Management LLC$22M
Full exits 35
- Heritage Financial Services, LLC$312M
- AlphaQuest LLC$48M
- VANGUARD GROUP INC$45M
- CAPE COD FIVE CENTS SAVINGS BANK$27M
- Stratos Wealth Advisors, LLC$26M
- Cornerstone Planning, LLC$12M
Largest adds
- BANK OF AMERICA CORP /DE/$1.9B
- JPMORGAN CHASE & CO$465M
- UBS Group AG$412M
- Focus Partners Advisor Solutions, LLC$363M
- Savant Capital, LLC$315M
- SCS Capital Management LLC$144M
Largest trims
- AMERIPRISE FINANCIAL INC$145M
- OLD NATIONAL BANCORP /IN/$64M
- FMR LLC$47M
- PROFFITT & GOODSON INC$40M
- SCHRODER INVESTMENT MANAGEMENT GROUP$23M
- Gotham Asset Management, LLC$17M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 85,775,873 | $5.1B | 18.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 83,053,264 | $4.9B | 18.1% | 2026-Q1 |
| Empower Advisory Group, LLC added | 23,598,179 | $1.4B | 5.2% | 2026-Q1 |
| MORGAN STANLEY added | 23,173,187 | $1.4B | 5.1% | 2026-Q1 |
| SCS Capital Management LLC added | 19,248,384 | $1.1B | 4.2% | 2026-Q1 |
| Creative Planning added | 19,200,025 | $1.1B | 4.2% | 2026-Q1 |
| Focus Partners Wealth added | 13,838,011 | $824M | 3.0% | 2026-Q1 |
| UBS Group AG added | 10,185,848 | $607M | 2.2% | 2026-Q1 |
| NEPC LLC | 8,137,837 | $485M | 1.8% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 7,933,002 | $472M | 1.7% | 2026-Q1 |
| Blue Trust, Inc. added | 7,236,263 | $431M | 1.6% | 2026-Q1 |
| MASECO LLP added | 6,491,988 | $387M | 1.4% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 6,123,657 | $365M | 1.3% | 2026-Q1 |
| Savant Capital, LLC added | 5,941,533 | $354M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,814,584 | $346M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 5,541,206 | $328M | 1.2% | 2026-Q1 |
| STATE STREET CORP | 4,950,000 | $295M | 1.1% | 2026-Q1 |
| Cerity Partners LLC added | 4,783,237 | $285M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,560,317 | $272M | 1.0% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 4,203,414 | $248M | 0.9% | 2026-Q1 |
| FMR LLC trimmed | 4,105,695 | $244M | 0.9% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 3,935,163 | $234M | 0.9% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 3,367,747 | $201M | 0.7% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,348,987 | $199M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,246,484 | $193M | 0.7% | 2026-Q1 |
| Valmark Advisers, Inc. added | 3,138,310 | $187M | 0.7% | 2026-Q1 |
| Kestra Investment Management, LLC added | 2,996,562 | $178M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 2,726,479 | $162M | 0.6% | 2026-Q1 |
| Strategic Financial Services, Inc. added | 2,703,579 | $161M | 0.6% | 2026-Q1 |
| Foster Group, Inc. added | 2,655,598 | $158M | 0.6% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 2,161,827 | $129M | 0.5% | 2026-Q1 |
| Bangor Savings Bank added | 2,125,722 | $127M | 0.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,912,898 | $114M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,844,031 | $110M | 0.4% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 1,989,734 | $109M | 0.4% | 2026-Q1 |
| First Interstate Bank added | 1,799,821 | $107M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 1,694,297 | $101M | 0.4% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 1,645,471 | $98M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,576,606 | $94M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 1,511,763 | $90M | 0.3% | 2026-Q1 |
| Atria Investments, Inc added | 1,495,302 | $89M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,489,109 | $89M | 0.3% | 2026-Q1 |
| Badgley Phelps Wealth Managers, LLC added | 1,463,406 | $87M | 0.3% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 1,431,361 | $85M | 0.3% | 2026-Q1 |
| BURNEY CO/ added | 1,372,426 | $82M | 0.3% | 2026-Q1 |
| Miller Investment Management, LP added | 1,326,156 | $79M | 0.3% | 2026-Q1 |
| Tanglewood Wealth Management, Inc. trimmed | 1,280,740 | $76M | 0.3% | 2026-Q1 |
| Retirement Systems of Alabama added | 1,275,570 | $76M | 0.3% | 2026-Q1 |
| Sand Hill Global Advisors, LLC added | 1,271,182 | $76M | 0.3% | 2026-Q1 |
| Hanson & Doremus Investment Management added | 1,183,781 | $70M | 0.3% | 2026-Q1 |
| Cardinal Point Capital Management ULC added | 1,140,442 | $68M | 0.2% | 2026-Q1 |
| LIBRA WEALTH LLC added | 1,086,123 | $65M | 0.2% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 1,060,677 | $63M | 0.2% | 2026-Q1 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 1,039,280 | $62M | 0.2% | 2026-Q1 |
| Penserra Capital Management LLC added | 944,843 | $56M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 944,051 | $56M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 917,728 | $55M | 0.2% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 909,656 | $54M | 0.2% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC added | 862,854 | $51M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 858,113 | $51M | 0.2% | 2026-Q1 |
| Opus Capital Group, LLC added | 846,952 | $50M | 0.2% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 807,593 | $48M | 0.2% | 2026-Q1 |
| Summit Trail Advisors, LLC trimmed | 804,441 | $48M | 0.2% | 2026-Q1 |
| OAKWORTH CAPITAL, INC. added | 800,067 | $48M | 0.2% | 2026-Q1 |
| BlueSky Wealth Advisors, LLC new | 781,385 | $47M | 0.2% | 2026-Q1 |
| Cliffwater LLC | 772,030 | $46M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 763,045 | $45M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 761,864 | $45M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 751,966 | $45M | 0.2% | 2026-Q1 |
| Jordan Park Group LLC trimmed | 738,660 | $44M | 0.2% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC new | 726,752 | $43M | 0.2% | 2026-Q1 |
| Kathmere Capital Management, LLC added | 716,698 | $43M | 0.2% | 2026-Q1 |
| Sage Mountain Advisors LLC added | 713,836 | $43M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 712,921 | $42M | 0.2% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 711,404 | $42M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 701,059 | $42M | 0.2% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 692,666 | $41M | 0.2% | 2026-Q1 |
| ASSETMARK, INC added | 687,280 | $41M | 0.2% | 2026-Q1 |
| Nova R Wealth, Inc. added | 676,743 | $40M | 0.1% | 2026-Q1 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 676,751 | $40M | 0.1% | 2026-Q1 |
| Portland Global Advisors LLC added | 667,704 | $40M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 666,838 | $40M | 0.1% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 652,463 | $39M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 652,289 | $39M | 0.1% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT added | 636,036 | $38M | 0.1% | 2026-Q1 |
| MilWealth Group LLC added | 635,361 | $38M | 0.1% | 2026-Q1 |
| Secure Asset Management, LLC added | 621,539 | $37M | 0.1% | 2026-Q1 |
| MASTER'S WEALTH MANAGEMENT INC. added | 614,592 | $37M | 0.1% | 2026-Q1 |
| CYPRESS FINANCIAL PLANNING LLC added | 611,605 | $36M | 0.1% | 2026-Q1 |
| Alaethes Wealth, LLC added | 601,887 | $36M | 0.1% | 2026-Q1 |
| Towneley Capital Management, Inc / DE added | 598,185 | $36M | 0.1% | 2026-Q1 |
| Permanent Capital Management, LP added | 595,838 | $35M | 0.1% | 2026-Q1 |
| Emprise Bank added | 588,454 | $35M | 0.1% | 2026-Q1 |
| Heritage Financial Services, LLC added | 5,202,760 | $312M | 1.1% | 2025-Q4 stale |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,970,457 | $118M | 0.4% | 2025-Q2 stale |
| Gitterman Wealth Management, LLC added | 1,401,122 | $84M | 0.3% | 2025-Q3 stale |
| AlphaQuest LLC added | 803,838 | $48M | 0.2% | 2025-Q4 stale |
| PrairieView Partners, LLC added | 757,870 | $45M | 0.2% | 2025-Q2 stale |
| VANGUARD GROUP INC added | 744,985 | $45M | 0.2% | 2025-Q4 stale |
| Cable Hill Partners, LLC added | 596,112 | $36M | 0.1% | 2025-Q1 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.