Who owns 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-Q2 13F filings (latest filed 2026-08-24). 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
279 tracked funds added or opened VGIT while 151 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
VGIT’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 1.8% of theirs — a 1.5pp 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 2026-Q1 and 2026-Q2, across 939 tracked filers holding VGIT, 581 increased or opened the position and 357 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 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 41
- CAPE COD FIVE CENTS SAVINGS BANK$59M
- Diversify Advisory Services, LLC$28M
- Silverleafe Capital Partners, LLC$13M
- Noble Wealth Partners LLC$12M
- Hughes Financial Services, LLC$11M
- SAX WEALTH ADVISORS, LLC$10M
Full exits 52
- STATE STREET CORP$295M
- HighTower Advisors, LLC$199M
- Hanson & Doremus Investment Management$70M
- Penserra Capital Management LLC$56M
- Cambridge Investment Research Advisors, Inc.$51M
- Opus Capital Group, LLC$50M
Largest adds
- ALLIANCEBERNSTEIN L.P.$589M
- WIT, LLC$284M
- BANK OF AMERICA CORP /DE/$269M
- UBS Group AG$237M
- MANNING & NAPIER ADVISORS LLC$157M
- Empower Advisory Group, LLC$102M
Largest trims
- JPMORGAN CHASE & CO$450M
- Kestra Investment Management, LLC$67M
- Blue Trust, Inc.$45M
- COLDSTREAM CAPITAL MANAGEMENT INC$40M
- CITIGROUP INC$36M
- FMR LLC$21M
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 88,414,545 | $5.2B | 18.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 78,539,160 | $4.6B | 16.6% | 2026-Q2 |
| Empower Advisory Group, LLC added | 25,562,812 | $1.5B | 5.4% | 2026-Q2 |
| MORGAN STANLEY added | 23,677,846 | $1.4B | 5.0% | 2026-Q2 |
| Creative Planning added | 21,003,636 | $1.2B | 4.4% | 2026-Q2 |
| SCS Capital Management LLC added | 20,007,805 | $1.2B | 4.2% | 2026-Q2 |
| Focus Partners Wealth added | 15,151,246 | $894M | 3.2% | 2026-Q2 |
| UBS Group AG added | 14,305,631 | $844M | 3.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 9,900,000 | $590M | 2.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 9,601,130 | $566M | 2.0% | 2026-Q2 |
| NEPC LLC added | 8,475,832 | $500M | 1.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 6,689,898 | $395M | 1.4% | 2026-Q2 |
| MASECO LLP added | 6,671,234 | $393M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 6,617,220 | $389M | 1.4% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 6,536,465 | $386M | 1.4% | 2026-Q2 |
| Savant Capital, LLC added | 6,509,112 | $384M | 1.4% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 6,332,861 | $374M | 1.3% | 2026-Q2 |
| Cerity Partners LLC added | 5,162,594 | $304M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,972,430 | $293M | 1.0% | 2026-Q2 |
| Corient Private Wealth LP added | 4,954,943 | $293M | 1.0% | 2026-Q2 |
| WIT, LLC added | 4,902,356 | $289M | 1.0% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 4,196,999 | $248M | 0.9% | 2026-Q2 |
| FMR LLC trimmed | 3,794,788 | $224M | 0.8% | 2026-Q2 |
| Valmark Advisers, Inc. added | 3,566,775 | $210M | 0.8% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 3,352,042 | $198M | 0.7% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 3,347,771 | $197M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,338,006 | $197M | 0.7% | 2026-Q2 |
| LPL Financial LLC added | 3,093,781 | $182M | 0.7% | 2026-Q2 |
| Foster Group, Inc. added | 2,804,026 | $165M | 0.6% | 2026-Q2 |
| Strategic Financial Services, Inc. added | 2,797,607 | $165M | 0.6% | 2026-Q2 |
| Bangor Savings Bank added | 2,296,384 | $135M | 0.5% | 2026-Q2 |
| Acropolis Investment Management, LLC trimmed | 2,158,907 | $129M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,948,930 | $114M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,936,951 | $114M | 0.4% | 2026-Q2 |
| First Interstate Bank added | 1,927,652 | $114M | 0.4% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 1,895,511 | $112M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,813,821 | $107M | 0.4% | 2026-Q2 |
| Valeo Financial Advisors, LLC trimmed | 1,734,316 | $93M | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 1,578,346 | $93M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 1,572,298 | $93M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,543,283 | $91M | 0.3% | 2026-Q2 |
| BURNEY CO/ added | 1,522,975 | $90M | 0.3% | 2026-Q2 |
| Badgley Phelps Wealth Managers, LLC added | 1,489,697 | $88M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 1,439,692 | $85M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,374,152 | $81M | 0.3% | 2026-Q2 |
| Sand Hill Global Advisors, LLC added | 1,360,880 | $80M | 0.3% | 2026-Q2 |
| Miller Investment Management, LP trimmed | 1,300,506 | $77M | 0.3% | 2026-Q2 |
| Retirement Systems of Alabama | 1,275,570 | $75M | 0.3% | 2026-Q2 |
| Cliffwater LLC added | 1,200,527 | $71M | 0.3% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 1,186,491 | $70M | 0.3% | 2026-Q2 |
| NORTHWEST WEALTH MANAGEMENT, LLC added | 1,180,006 | $70M | 0.2% | 2026-Q2 |
| LIBRA WEALTH LLC added | 1,092,189 | $64M | 0.2% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 1,067,286 | $63M | 0.2% | 2026-Q2 |
| Tanglewood Wealth Management, Inc. trimmed | 1,026,225 | $61M | 0.2% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 997,614 | $59M | 0.2% | 2026-Q2 |
| CAPE COD FIVE CENTS SAVINGS BANK added | 992,735 | $59M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 987,030 | $58M | 0.2% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC added | 974,352 | $57M | 0.2% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC added | 942,378 | $56M | 0.2% | 2026-Q2 |
| Vident Advisory, LLC added | 917,662 | $54M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 911,958 | $54M | 0.2% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 908,764 | $54M | 0.2% | 2026-Q2 |
| OAKWORTH CAPITAL, INC. added | 851,504 | $50M | 0.2% | 2026-Q2 |
| BlueSky Wealth Advisors, LLC added | 842,326 | $50M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 814,571 | $48M | 0.2% | 2026-Q2 |
| Kathmere Capital Management, LLC added | 799,263 | $47M | 0.2% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 785,893 | $46M | 0.2% | 2026-Q2 |
| Nova R Wealth, Inc. added | 777,537 | $46M | 0.2% | 2026-Q2 |
| Sage Mountain Advisors LLC added | 776,955 | $46M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 776,899 | $46M | 0.2% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 773,476 | $46M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 772,897 | $46M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 764,919 | $45M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 748,612 | $44M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 731,329 | $43M | 0.2% | 2026-Q2 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC added | 723,935 | $43M | 0.2% | 2026-Q2 |
| Portland Global Advisors LLC added | 695,107 | $41M | 0.1% | 2026-Q2 |
| MilWealth Group LLC added | 686,632 | $40M | 0.1% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 673,161 | $40M | 0.1% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT added | 670,080 | $40M | 0.1% | 2026-Q2 |
| Secure Asset Management, LLC added | 664,284 | $39M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 664,050 | $39M | 0.1% | 2026-Q2 |
| CYPRESS FINANCIAL PLANNING LLC added | 655,795 | $39M | 0.1% | 2026-Q2 |
| MASTER'S WEALTH MANAGEMENT INC. added | 649,981 | $38M | 0.1% | 2026-Q2 |
| BSW Wealth Partners added | 625,686 | $37M | 0.1% | 2026-Q2 |
| ASSETMARK, INC trimmed | 621,416 | $37M | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 612,868 | $36M | 0.1% | 2026-Q2 |
| Towneley Capital Management, Inc / DE added | 607,217 | $36M | 0.1% | 2026-Q2 |
| Evergreen Advisors, LLC added | 601,308 | $35M | 0.1% | 2026-Q2 |
| Permanent Capital Management, LP added | 600,884 | $35M | 0.1% | 2026-Q2 |
| Pathway Financial Advisors LLC added | 597,935 | $35M | 0.1% | 2026-Q2 |
| Emprise Bank trimmed | 576,131 | $34M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 575,908 | $34M | 0.1% | 2026-Q2 |
| BIRCHBROOK, INC. trimmed | 571,005 | $34M | 0.1% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 556,923 | $33M | 0.1% | 2026-Q2 |
| GLOBALT Investments LLC / GA trimmed | 555,123 | $33M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 544,151 | $32M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 532,352 | $31M | 0.1% | 2026-Q2 |
| Roundview Capital LLC added | 530,707 | $31M | 0.1% | 2026-Q2 |
| PROFFITT & GOODSON INC added | 529,624 | $31M | 0.1% | 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.
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.