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Institutional Ownership · SEC Form 13F

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.

947
Institutional holders
517,306,707
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added85,775,873$5.1B18.7%2026-Q1
BANK OF AMERICA CORP /DE/ added83,053,264$4.9B18.1%2026-Q1
Empower Advisory Group, LLC added23,598,179$1.4B5.2%2026-Q1
MORGAN STANLEY added23,173,187$1.4B5.1%2026-Q1
SCS Capital Management LLC added19,248,384$1.1B4.2%2026-Q1
Creative Planning added19,200,025$1.1B4.2%2026-Q1
Focus Partners Wealth added13,838,011$824M3.0%2026-Q1
UBS Group AG added10,185,848$607M2.2%2026-Q1
NEPC LLC8,137,837$485M1.8%2026-Q1
Focus Partners Advisor Solutions, LLC added7,933,002$472M1.7%2026-Q1
Blue Trust, Inc. added7,236,263$431M1.6%2026-Q1
MASECO LLP added6,491,988$387M1.4%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added6,123,657$365M1.3%2026-Q1
Savant Capital, LLC added5,941,533$354M1.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added5,814,584$346M1.3%2026-Q1
AMERIPRISE FINANCIAL INC trimmed5,541,206$328M1.2%2026-Q1
STATE STREET CORP4,950,000$295M1.1%2026-Q1
Cerity Partners LLC added4,783,237$285M1.0%2026-Q1
WELLS FARGO & COMPANY/MN added4,560,317$272M1.0%2026-Q1
Corient Private Wealth LLC trimmed4,203,414$248M0.9%2026-Q1
FMR LLC trimmed4,105,695$244M0.9%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added3,935,163$234M0.9%2026-Q1
Fisher Asset Management, LLC trimmed3,367,747$201M0.7%2026-Q1
HighTower Advisors, LLC added3,348,987$199M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added3,246,484$193M0.7%2026-Q1
Valmark Advisers, Inc. added3,138,310$187M0.7%2026-Q1
Kestra Investment Management, LLC added2,996,562$178M0.7%2026-Q1
LPL Financial LLC added2,726,479$162M0.6%2026-Q1
Strategic Financial Services, Inc. added2,703,579$161M0.6%2026-Q1
Foster Group, Inc. added2,655,598$158M0.6%2026-Q1
Acropolis Investment Management, LLC added2,161,827$129M0.5%2026-Q1
Bangor Savings Bank added2,125,722$127M0.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added1,912,898$114M0.4%2026-Q1
ROYAL BANK OF CANADA added1,844,031$110M0.4%2026-Q1
Valeo Financial Advisors, LLC added1,989,734$109M0.4%2026-Q1
First Interstate Bank added1,799,821$107M0.4%2026-Q1
Cetera Investment Advisers added1,694,297$101M0.4%2026-Q1
Perigon Wealth Management, LLC added1,645,471$98M0.4%2026-Q1
Bank of New York Mellon Corp trimmed1,576,606$94M0.3%2026-Q1
CITIGROUP INC added1,511,763$90M0.3%2026-Q1
Atria Investments, Inc added1,495,302$89M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,489,109$89M0.3%2026-Q1
Badgley Phelps Wealth Managers, LLC added1,463,406$87M0.3%2026-Q1
COLDSTREAM CAPITAL MANAGEMENT INC added1,431,361$85M0.3%2026-Q1
BURNEY CO/ added1,372,426$82M0.3%2026-Q1
Miller Investment Management, LP added1,326,156$79M0.3%2026-Q1
Tanglewood Wealth Management, Inc. trimmed1,280,740$76M0.3%2026-Q1
Retirement Systems of Alabama added1,275,570$76M0.3%2026-Q1
Sand Hill Global Advisors, LLC added1,271,182$76M0.3%2026-Q1
Hanson & Doremus Investment Management added1,183,781$70M0.3%2026-Q1
Cardinal Point Capital Management ULC added1,140,442$68M0.2%2026-Q1
LIBRA WEALTH LLC added1,086,123$65M0.2%2026-Q1
RiverFront Investment Group, LLC added1,060,677$63M0.2%2026-Q1
NORTHWEST WEALTH MANAGEMENT, LLC added1,039,280$62M0.2%2026-Q1
Penserra Capital Management LLC added944,843$56M0.2%2026-Q1
TRUIST FINANCIAL CORP trimmed944,051$56M0.2%2026-Q1
Apollon Wealth Management, LLC added917,728$55M0.2%2026-Q1
BRANDYWINE OAK PRIVATE WEALTH LLC added909,656$54M0.2%2026-Q1
Klaas Financial Asset Advisors, LLC added862,854$51M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added858,113$51M0.2%2026-Q1
Opus Capital Group, LLC added846,952$50M0.2%2026-Q1
VANGUARD ADVISERS INC new807,593$48M0.2%2026-Q1
Summit Trail Advisors, LLC trimmed804,441$48M0.2%2026-Q1
OAKWORTH CAPITAL, INC. added800,067$48M0.2%2026-Q1
BlueSky Wealth Advisors, LLC new781,385$47M0.2%2026-Q1
Cliffwater LLC772,030$46M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added763,045$45M0.2%2026-Q1
Kestra Advisory Services, LLC added761,864$45M0.2%2026-Q1
Vident Advisory, LLC added751,966$45M0.2%2026-Q1
Jordan Park Group LLC trimmed738,660$44M0.2%2026-Q1
JOHNSON INVESTMENT COUNSEL INC new726,752$43M0.2%2026-Q1
Kathmere Capital Management, LLC added716,698$43M0.2%2026-Q1
Sage Mountain Advisors LLC added713,836$43M0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC added712,921$42M0.2%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added711,404$42M0.2%2026-Q1
Private Advisor Group, LLC added701,059$42M0.2%2026-Q1
MANNING & NAPIER ADVISORS LLC added692,666$41M0.2%2026-Q1
ASSETMARK, INC added687,280$41M0.2%2026-Q1
Nova R Wealth, Inc. added676,743$40M0.1%2026-Q1
JACKSON THORNTON WEALTH MANAGEMENT, LLC added676,751$40M0.1%2026-Q1
Portland Global Advisors LLC added667,704$40M0.1%2026-Q1
Thrivent Financial for Lutherans added666,838$40M0.1%2026-Q1
PARTNERS CAPITAL INVESTMENT GROUP, LLP added652,463$39M0.1%2026-Q1
OSAIC HOLDINGS, INC. added652,289$39M0.1%2026-Q1
ALBION FINANCIAL GROUP /UT added636,036$38M0.1%2026-Q1
MilWealth Group LLC added635,361$38M0.1%2026-Q1
Secure Asset Management, LLC added621,539$37M0.1%2026-Q1
MASTER'S WEALTH MANAGEMENT INC. added614,592$37M0.1%2026-Q1
CYPRESS FINANCIAL PLANNING LLC added611,605$36M0.1%2026-Q1
Alaethes Wealth, LLC added601,887$36M0.1%2026-Q1
Towneley Capital Management, Inc / DE added598,185$36M0.1%2026-Q1
Permanent Capital Management, LP added595,838$35M0.1%2026-Q1
Emprise Bank added588,454$35M0.1%2026-Q1
Heritage Financial Services, LLC added5,202,760$312M1.1%2025-Q4 stale
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed1,970,457$118M0.4%2025-Q2 stale
Gitterman Wealth Management, LLC added1,401,122$84M0.3%2025-Q3 stale
AlphaQuest LLC added803,838$48M0.2%2025-Q4 stale
PrairieView Partners, LLC added757,870$45M0.2%2025-Q2 stale
VANGUARD GROUP INC added744,985$45M0.2%2025-Q4 stale
Cable Hill Partners, LLC added596,112$36M0.1%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.

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