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Institutional Ownership · SEC Form 13F

Who owns VGLT (VGLT)


Which tracked institutional funds hold VGLT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VGLT 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.

429
Institutional holders
115,335,177
Shares held (tracked funds)

How the tape is positioned

114 tracked funds added or opened VGLT while 86 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

VGLT’s largest tracked holder by dollar value, Empower Advisory Group, LLC, sizes it at 2.2% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in VGLT 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 429 tracked filers holding VGLT, 242 increased or opened the position and 196 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 VGLT 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 25

  • Klaas Financial Asset Advisors, LLC$22M
  • Penserra Capital Management LLC$20M
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$15M
  • JOHNSON INVESTMENT COUNSEL INC$14M
  • JANE STREET GROUP, LLC$13M
  • Tidal Investments LLC$12M

Full exits 30

  • Nan Shan Life Insurance Co., Ltd.$171M
  • COMERICA BANK$67M
  • 49 WEALTH MANAGEMENT, LLC$20M
  • Wealthcare Advisory Partners LLC$15M
  • BNP PARIBAS FINANCIAL MARKETS$13M
  • Peak Asset Management, LLC$11M

Largest adds

  • FIFTH THIRD BANCORP$67M
  • Empower Advisory Group, LLC$56M
  • MORGAN STANLEY$49M
  • NEPC LLC$32M
  • ENVESTNET ASSET MANAGEMENT INC$25M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19M

Largest trims

  • BANK OF AMERICA CORP /DE/$109M
  • Federation des caisses Desjardins du Quebec$34M
  • CITIGROUP INC$22M
  • Mirae Asset Global Investments Co., Ltd.$18M
  • U.S. Capital Wealth Advisors, LLC$14M
  • Deane Retirement Strategies, Inc.$12M

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
Empower Advisory Group, LLC added15,544,156$860M13.5%2026-Q1
MORGAN STANLEY added11,864,604$657M10.3%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC added8,515,385$471M7.4%2026-Q1
NEPC LLC added8,403,065$465M7.3%2026-Q1
AMERIPRISE FINANCIAL INC added6,917,403$383M6.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed5,264,418$291M4.6%2026-Q1
Cassaday & Co Wealth Management LLC added4,867,782$269M4.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added2,768,184$153M2.4%2026-Q1
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added2,690,483$149M2.3%2026-Q1
Mirae Asset Global Investments Co., Ltd. trimmed2,376,266$132M2.1%2026-Q1
LPL Financial LLC added2,289,646$127M2.0%2026-Q1
Corient Private Wealth LLC added1,547,264$86M1.3%2026-Q1
Strategic Financial Services, Inc. added1,308,320$72M1.1%2026-Q1
FIFTH THIRD BANCORP added1,211,319$67M1.1%2026-Q1
UBS Group AG trimmed1,116,793$62M1.0%2026-Q1
TRUIST FINANCIAL CORP added1,049,898$58M0.9%2026-Q1
Prime Capital Investment Advisors, LLC trimmed1,036,209$57M0.9%2026-Q1
SCS Capital Management LLC added1,024,245$57M0.9%2026-Q1
Forum Financial Management, LP added896,211$50M0.8%2026-Q1
Rainwater Charitable Foundation886,452$49M0.8%2026-Q1
Bank of New York Mellon Corp added867,085$48M0.8%2026-Q1
CITIGROUP INC trimmed832,088$46M0.7%2026-Q1
Ironwood Wealth Management, LLC. added809,466$45M0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added804,115$45M0.7%2026-Q1
ASSETMARK, INC added802,468$44M0.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed791,502$44M0.7%2026-Q1
TIFF ADVISORY SERVICES, LLC added749,145$41M0.7%2026-Q1
Barry Investment Advisors, LLC added727,544$40M0.6%2026-Q1
GOLDMAN SACHS GROUP INC trimmed699,228$39M0.6%2026-Q1
Focus Partners Wealth trimmed695,613$39M0.6%2026-Q1
JPMORGAN CHASE & CO added684,838$38M0.6%2026-Q1
MANNING & NAPIER ADVISORS LLC added650,596$36M0.6%2026-Q1
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO added640,000$35M0.6%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added605,352$34M0.5%2026-Q1
Facet Wealth, Inc. added604,760$33M0.5%2026-Q1
Rockefeller Capital Management L.P. added505,605$28M0.4%2026-Q1
Harvest Portfolios Group Inc. trimmed493,332$27M0.4%2026-Q1
ROYAL BANK OF CANADA added486,531$27M0.4%2026-Q1
Wealthfront Advisers LLC trimmed465,802$26M0.4%2026-Q1
Checchi Capital Advisers, LLC added444,810$25M0.4%2026-Q1
Tortoise Investment Management, LLC trimmed438,652$24M0.4%2026-Q1
First Financial Bankshares Inc added420,464$23M0.4%2026-Q1
NATIONAL BANK OF CANADA /FI/ added406,800$23M0.4%2026-Q1
NOTTINGHAM ADVISORS, INC. added402,843$22M0.4%2026-Q1
PRINCIPAL SECURITIES, INC. added395,286$22M0.3%2026-Q1
GenWealth Group, Inc. added393,841$22M0.3%2026-Q1
Klaas Financial Asset Advisors, LLC new393,835$22M0.3%2026-Q1
Penserra Capital Management LLC added357,643$20M0.3%2026-Q1
Gleason Group, Inc. added355,720$20M0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed346,745$19M0.3%2026-Q1
Betterment LLC added345,273$19M0.3%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed334,315$19M0.3%2026-Q1
Allworth Financial LP added329,557$18M0.3%2026-Q1
Obermeyer Wealth Partners added322,604$18M0.3%2026-Q1
RETIREMENT FINANCIAL SOLUTIONS, LLC added318,408$18M0.3%2026-Q1
FINANCIAL LIFE ADVISORS added292,879$16M0.3%2026-Q1
HighTower Advisors, LLC added288,076$16M0.3%2026-Q1
Baird Financial Group, Inc. trimmed274,197$15M0.2%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added264,333$15M0.2%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed264,300$15M0.2%2026-Q1
WLTH Capital Management, LLC trimmed253,887$14M0.2%2026-Q1
JOHNSON INVESTMENT COUNSEL INC new250,912$14M0.2%2026-Q1
AE Wealth Management LLC trimmed247,712$14M0.2%2026-Q1
Professional Financial Management, Inc. added243,810$13M0.2%2026-Q1
NorthRock Partners, LLC added239,924$13M0.2%2026-Q1
JANE STREET GROUP, LLC added229,365$13M0.2%2026-Q1
Vident Advisory, LLC added224,339$12M0.2%2026-Q1
Tidal Investments LLC trimmed219,063$12M0.2%2026-Q1
Aurelius Family Office LLC added218,499$12M0.2%2026-Q1
Beacon Pointe Advisors, LLC added215,326$12M0.2%2026-Q1
ELEVATION POINT WEALTH PARTNERS, LLC added204,119$11M0.2%2026-Q1
Vestmark Advisory Solutions, Inc. added203,746$11M0.2%2026-Q1
Fisher Asset Management, LLC trimmed202,959$11M0.2%2026-Q1
Morningstar Investment Management LLC added191,300$11M0.2%2026-Q1
VICUS CAPITAL added188,280$10M0.2%2026-Q1
Westshore Wealth, LLC added180,505$10M0.2%2026-Q1
DIVERSIFY WEALTH MANAGEMENT, LLC added180,184$10M0.2%2026-Q1
Compass Advisory Group LLC added176,223$10M0.2%2026-Q1
Federation des caisses Desjardins du Quebec trimmed174,370$10M0.2%2026-Q1
COURIER CAPITAL LLC added154,593$9M0.1%2026-Q1
Rinkey Investments added145,711$8M0.1%2026-Q1
WEBSTERROGERS FINANCIAL ADVISORS, LLC added144,848$8M0.1%2026-Q1
EXENCIAL WEALTH ADVISORS, LLC trimmed141,053$8M0.1%2026-Q1
Towneley Capital Management, Inc / DE added139,985$8M0.1%2026-Q1
Red Tortoise LLC trimmed139,542$8M0.1%2026-Q1
Bell Investment Advisors, Inc added139,430$8M0.1%2026-Q1
Nan Shan Life Insurance Co., Ltd.3,063,500$171M2.7%2025-Q4 stale
COMERICA BANK added1,195,187$67M1.0%2025-Q4 stale
INCOME RESEARCH & MANAGEMENT new705,962$40M0.6%2025-Q2 stale
STEPHENS GROUP ASSET MANAGEMENT, LLC added646,593$37M0.6%2025-Q1 stale
49 WEALTH MANAGEMENT, LLC added360,513$20M0.3%2025-Q4 stale
Full Sail Capital, LLC trimmed274,853$16M0.2%2025-Q3 stale
Wealthcare Advisory Partners LLC added268,447$15M0.2%2025-Q4 stale
ONE PLUS ONE WEALTH MANAGEMENT, LLC added245,276$14M0.2%2025-Q2 stale
BNP PARIBAS FINANCIAL MARKETS trimmed225,900$13M0.2%2025-Q4 stale
Peak Asset Management, LLC trimmed206,083$11M0.2%2025-Q4 stale
O'Brien Wealth Partners LLC added191,387$11M0.2%2025-Q4 stale
Global Retirement Partners, LLC added147,995$8M0.1%2025-Q4 stale
Stratos Wealth Advisors, LLC trimmed142,837$8M0.1%2025-Q2 stale
Janney Montgomery Scott LLC added137,282$8M0.1%2025-Q4 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