Who owns 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-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
119 tracked funds added or opened VGLT while 69 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
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 0.2% of theirs — a 2.0pp 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 2026-Q1 and 2026-Q2, across 443 tracked filers holding VGLT, 258 increased or opened the position and 187 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 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 25
- GTS SECURITIES LLC$20M
- NewEdge Advisors, LLC$15M
- Quadrature Capital Ltd$12M
- Diversify Advisory Services, LLC$11M
- Global Retirement Partners, LLC$9M
- BIP Wealth, LLC$8M
Full exits 19
- Penserra Capital Management LLC$20M
- Betterment LLC$19M
- HighTower Advisors, LLC$16M
- Westshore Wealth, LLC$10M
- EXENCIAL WEALTH ADVISORS, LLC$8M
- Red Tortoise LLC$8M
Largest adds
- MANNING & NAPIER ADVISORS LLC$136M
- Annex Advisory Services, LLC$89M
- Empower Advisory Group, LLC$73M
- VOYA INVESTMENT MANAGEMENT LLC$48M
- ENVESTNET ASSET MANAGEMENT INC$42M
- Quadratic Capital Management LLC$31M
Largest trims
- FIFTH THIRD BANCORP$65M
- Prime Capital Investment Advisors, LLC$57M
- Cassaday & Co Wealth Management LLC$49M
- Ironwood Wealth Management, LLC.$34M
- Mirae Asset Global Investments Co., Ltd.$24M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$23M
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 |
|---|---|---|---|---|
| Empower Advisory Group, LLC added | 16,920,030 | $934M | 14.7% | 2026-Q2 |
| MORGAN STANLEY added | 12,237,039 | $675M | 10.6% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 9,417,607 | $520M | 8.2% | 2026-Q2 |
| NEPC LLC added | 8,860,856 | $489M | 7.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 7,157,906 | $387M | 6.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,250,473 | $290M | 4.6% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC trimmed | 4,001,465 | $221M | 3.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,530,593 | $195M | 3.1% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC added | 3,079,893 | $172M | 2.7% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 2,732,359 | $151M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 2,526,797 | $139M | 2.2% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 1,941,156 | $107M | 1.7% | 2026-Q2 |
| Corient Private Wealth LP added | 1,899,839 | $105M | 1.7% | 2026-Q2 |
| Annex Advisory Services, LLC added | 1,625,368 | $90M | 1.4% | 2026-Q2 |
| Strategic Financial Services, Inc. added | 1,336,405 | $74M | 1.2% | 2026-Q2 |
| Hamilton Capital Partners Inc. added | 1,106,014 | $61M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 1,105,135 | $61M | 1.0% | 2026-Q2 |
| SCS Capital Management LLC added | 1,094,918 | $60M | 1.0% | 2026-Q2 |
| Rainwater Charitable Foundation added | 1,071,104 | $59M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 1,006,941 | $56M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp added | 967,464 | $53M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 921,379 | $51M | 0.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 891,785 | $50M | 0.8% | 2026-Q2 |
| CITIGROUP INC added | 843,868 | $47M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 843,296 | $47M | 0.7% | 2026-Q2 |
| Barry Investment Advisors, LLC added | 752,013 | $41M | 0.7% | 2026-Q2 |
| TIFF ADVISORY SERVICES, LLC trimmed | 748,527 | $41M | 0.7% | 2026-Q2 |
| ASSETMARK, INC trimmed | 726,063 | $40M | 0.6% | 2026-Q2 |
| Forum Financial Management, LP trimmed | 698,517 | $39M | 0.6% | 2026-Q2 |
| Facet Wealth, Inc. added | 696,801 | $38M | 0.6% | 2026-Q2 |
| Focus Partners Wealth trimmed | 680,045 | $38M | 0.6% | 2026-Q2 |
| Quadratic Capital Management LLC added | 665,746 | $37M | 0.6% | 2026-Q2 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 640,000 | $35M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 512,194 | $28M | 0.4% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 495,847 | $27M | 0.4% | 2026-Q2 |
| Checchi Capital Advisers, LLC added | 494,116 | $27M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 475,919 | $26M | 0.4% | 2026-Q2 |
| First Financial Bankshares Inc added | 433,138 | $24M | 0.4% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC added | 429,599 | $24M | 0.4% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 421,251 | $23M | 0.4% | 2026-Q2 |
| GenWealth Group, Inc. added | 414,334 | $23M | 0.4% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 392,188 | $22M | 0.3% | 2026-Q2 |
| GTS SECURITIES LLC added | 371,068 | $20M | 0.3% | 2026-Q2 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 367,012 | $20M | 0.3% | 2026-Q2 |
| Gleason Group, Inc. added | 359,953 | $20M | 0.3% | 2026-Q2 |
| Harvest Portfolios Group Inc. trimmed | 358,561 | $20M | 0.3% | 2026-Q2 |
| Obermeyer Wealth Partners added | 356,030 | $20M | 0.3% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 348,668 | $19M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 342,500 | $19M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 329,779 | $18M | 0.3% | 2026-Q2 |
| FINANCIAL LIFE ADVISORS added | 309,813 | $17M | 0.3% | 2026-Q2 |
| WLTH Capital Management, LLC added | 309,739 | $17M | 0.3% | 2026-Q2 |
| Allworth Financial LP trimmed | 305,839 | $17M | 0.3% | 2026-Q2 |
| Vident Advisory, LLC added | 301,081 | $17M | 0.3% | 2026-Q2 |
| Professional Financial Management, Inc. added | 293,907 | $16M | 0.3% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. trimmed | 290,316 | $22M | 0.3% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 273,035 | $15M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 268,341 | $15M | 0.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 264,300 | $15M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC trimmed | 248,842 | $14M | 0.2% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 234,982 | $13M | 0.2% | 2026-Q2 |
| Aurelius Family Office LLC added | 234,900 | $13M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 233,894 | $13M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 232,484 | $13M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 226,055 | $12M | 0.2% | 2026-Q2 |
| Tidal Investments LLC added | 225,704 | $12M | 0.2% | 2026-Q2 |
| Warwick Investment Management, Inc. added | 223,674 | $12M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 222,035 | $12M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd added | 218,231 | $12M | 0.2% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 209,528 | $12M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 208,753 | $12M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC added | 208,224 | $11M | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 208,119 | $11M | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 208,119 | $11M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 207,070 | $11M | 0.2% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 204,620 | $11M | 0.2% | 2026-Q2 |
| Ironwood Wealth Management, LLC. trimmed | 202,849 | $11M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 200,578 | $11M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 192,695 | $11M | 0.2% | 2026-Q2 |
| Morningstar Investment Management LLC | 191,300 | $11M | 0.2% | 2026-Q2 |
| VICUS CAPITAL added | 190,073 | $10M | 0.2% | 2026-Q2 |
| Compass Advisory Group LLC added | 187,695 | $10M | 0.2% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 187,414 | $10M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 180,563 | $10M | 0.2% | 2026-Q2 |
| COURIER CAPITAL LLC added | 176,434 | $10M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 164,477 | $9M | 0.1% | 2026-Q2 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 157,455 | $9M | 0.1% | 2026-Q2 |
| Rinkey Investments added | 149,291 | $8M | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 147,527 | $8M | 0.1% | 2026-Q2 |
| BIP Wealth, LLC new | 147,024 | $8M | 0.1% | 2026-Q2 |
| Savant Capital, LLC new | 143,854 | $8M | 0.1% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 143,347 | $8M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 142,829 | $8M | 0.1% | 2026-Q2 |
| Towneley Capital Management, Inc / DE added | 142,551 | $8M | 0.1% | 2026-Q2 |
| INSIGHT 2811, INC. added | 137,020 | $8M | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 134,463 | $7M | 0.1% | 2026-Q2 |
| First National Trust Co added | 132,846 | $7M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 129,380 | $7M | 0.1% | 2026-Q2 |
| BANK OF HAWAII added | 127,955 | $7M | 0.1% | 2026-Q2 |
| Tandem Financial, LLC trimmed | 119,004 | $7M | 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.