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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Empower Advisory Group, LLC added | 15,544,156 | $860M | 13.5% | 2026-Q1 |
| MORGAN STANLEY added | 11,864,604 | $657M | 10.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 8,515,385 | $471M | 7.4% | 2026-Q1 |
| NEPC LLC added | 8,403,065 | $465M | 7.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 6,917,403 | $383M | 6.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,264,418 | $291M | 4.6% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC added | 4,867,782 | $269M | 4.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,768,184 | $153M | 2.4% | 2026-Q1 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 2,690,483 | $149M | 2.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 2,376,266 | $132M | 2.1% | 2026-Q1 |
| LPL Financial LLC added | 2,289,646 | $127M | 2.0% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,547,264 | $86M | 1.3% | 2026-Q1 |
| Strategic Financial Services, Inc. added | 1,308,320 | $72M | 1.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,211,319 | $67M | 1.1% | 2026-Q1 |
| UBS Group AG trimmed | 1,116,793 | $62M | 1.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 1,049,898 | $58M | 0.9% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 1,036,209 | $57M | 0.9% | 2026-Q1 |
| SCS Capital Management LLC added | 1,024,245 | $57M | 0.9% | 2026-Q1 |
| Forum Financial Management, LP added | 896,211 | $50M | 0.8% | 2026-Q1 |
| Rainwater Charitable Foundation | 886,452 | $49M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp added | 867,085 | $48M | 0.8% | 2026-Q1 |
| CITIGROUP INC trimmed | 832,088 | $46M | 0.7% | 2026-Q1 |
| Ironwood Wealth Management, LLC. added | 809,466 | $45M | 0.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 804,115 | $45M | 0.7% | 2026-Q1 |
| ASSETMARK, INC added | 802,468 | $44M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 791,502 | $44M | 0.7% | 2026-Q1 |
| TIFF ADVISORY SERVICES, LLC added | 749,145 | $41M | 0.7% | 2026-Q1 |
| Barry Investment Advisors, LLC added | 727,544 | $40M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 699,228 | $39M | 0.6% | 2026-Q1 |
| Focus Partners Wealth trimmed | 695,613 | $39M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 684,838 | $38M | 0.6% | 2026-Q1 |
| MANNING & NAPIER ADVISORS LLC added | 650,596 | $36M | 0.6% | 2026-Q1 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO added | 640,000 | $35M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 605,352 | $34M | 0.5% | 2026-Q1 |
| Facet Wealth, Inc. added | 604,760 | $33M | 0.5% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 505,605 | $28M | 0.4% | 2026-Q1 |
| Harvest Portfolios Group Inc. trimmed | 493,332 | $27M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 486,531 | $27M | 0.4% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 465,802 | $26M | 0.4% | 2026-Q1 |
| Checchi Capital Advisers, LLC added | 444,810 | $25M | 0.4% | 2026-Q1 |
| Tortoise Investment Management, LLC trimmed | 438,652 | $24M | 0.4% | 2026-Q1 |
| First Financial Bankshares Inc added | 420,464 | $23M | 0.4% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 406,800 | $23M | 0.4% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 402,843 | $22M | 0.4% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 395,286 | $22M | 0.3% | 2026-Q1 |
| GenWealth Group, Inc. added | 393,841 | $22M | 0.3% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC new | 393,835 | $22M | 0.3% | 2026-Q1 |
| Penserra Capital Management LLC added | 357,643 | $20M | 0.3% | 2026-Q1 |
| Gleason Group, Inc. added | 355,720 | $20M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 346,745 | $19M | 0.3% | 2026-Q1 |
| Betterment LLC added | 345,273 | $19M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 334,315 | $19M | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 329,557 | $18M | 0.3% | 2026-Q1 |
| Obermeyer Wealth Partners added | 322,604 | $18M | 0.3% | 2026-Q1 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 318,408 | $18M | 0.3% | 2026-Q1 |
| FINANCIAL LIFE ADVISORS added | 292,879 | $16M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 288,076 | $16M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 274,197 | $15M | 0.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 264,333 | $15M | 0.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 264,300 | $15M | 0.2% | 2026-Q1 |
| WLTH Capital Management, LLC trimmed | 253,887 | $14M | 0.2% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC new | 250,912 | $14M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 247,712 | $14M | 0.2% | 2026-Q1 |
| Professional Financial Management, Inc. added | 243,810 | $13M | 0.2% | 2026-Q1 |
| NorthRock Partners, LLC added | 239,924 | $13M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 229,365 | $13M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 224,339 | $12M | 0.2% | 2026-Q1 |
| Tidal Investments LLC trimmed | 219,063 | $12M | 0.2% | 2026-Q1 |
| Aurelius Family Office LLC added | 218,499 | $12M | 0.2% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 215,326 | $12M | 0.2% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 204,119 | $11M | 0.2% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 203,746 | $11M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 202,959 | $11M | 0.2% | 2026-Q1 |
| Morningstar Investment Management LLC added | 191,300 | $11M | 0.2% | 2026-Q1 |
| VICUS CAPITAL added | 188,280 | $10M | 0.2% | 2026-Q1 |
| Westshore Wealth, LLC added | 180,505 | $10M | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 180,184 | $10M | 0.2% | 2026-Q1 |
| Compass Advisory Group LLC added | 176,223 | $10M | 0.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 174,370 | $10M | 0.2% | 2026-Q1 |
| COURIER CAPITAL LLC added | 154,593 | $9M | 0.1% | 2026-Q1 |
| Rinkey Investments added | 145,711 | $8M | 0.1% | 2026-Q1 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC added | 144,848 | $8M | 0.1% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 141,053 | $8M | 0.1% | 2026-Q1 |
| Towneley Capital Management, Inc / DE added | 139,985 | $8M | 0.1% | 2026-Q1 |
| Red Tortoise LLC trimmed | 139,542 | $8M | 0.1% | 2026-Q1 |
| Bell Investment Advisors, Inc added | 139,430 | $8M | 0.1% | 2026-Q1 |
| Nan Shan Life Insurance Co., Ltd. | 3,063,500 | $171M | 2.7% | 2025-Q4 stale |
| COMERICA BANK added | 1,195,187 | $67M | 1.0% | 2025-Q4 stale |
| INCOME RESEARCH & MANAGEMENT new | 705,962 | $40M | 0.6% | 2025-Q2 stale |
| STEPHENS GROUP ASSET MANAGEMENT, LLC added | 646,593 | $37M | 0.6% | 2025-Q1 stale |
| 49 WEALTH MANAGEMENT, LLC added | 360,513 | $20M | 0.3% | 2025-Q4 stale |
| Full Sail Capital, LLC trimmed | 274,853 | $16M | 0.2% | 2025-Q3 stale |
| Wealthcare Advisory Partners LLC added | 268,447 | $15M | 0.2% | 2025-Q4 stale |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC added | 245,276 | $14M | 0.2% | 2025-Q2 stale |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 225,900 | $13M | 0.2% | 2025-Q4 stale |
| Peak Asset Management, LLC trimmed | 206,083 | $11M | 0.2% | 2025-Q4 stale |
| O'Brien Wealth Partners LLC added | 191,387 | $11M | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 147,995 | $8M | 0.1% | 2025-Q4 stale |
| Stratos Wealth Advisors, LLC trimmed | 142,837 | $8M | 0.1% | 2025-Q2 stale |
| Janney Montgomery Scott LLC added | 137,282 | $8M | 0.1% | 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.
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.