Who owns VGMS
Which tracked institutional funds hold VGMS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VGMS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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
The tracked-fund tape on VGMS is one-sided between 2026-Q1 and 2026-Q2: 15 added or opened and 3 trimmed or exited — on balance accumulating.
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
VGMS’s largest tracked holder by dollar value, DAHRING | CUSMANO LLC, sizes it at 6.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VGMS 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 42 tracked filers holding VGMS, 34 increased or opened the position and 9 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 VGMS 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 4
- Net Worth Advisory Group$4M
- SteelPeak Wealth, LLC$719K
- UBS Group AG$681K
- OPPENHEIMER & CO INC$535K
Full exits 1
- Arete Wealth Advisors, LLC$1M
Largest adds
- Buska Wealth Management, LLC$2M
- Holos Integrated Wealth LLC$2M
- DAHRING | CUSMANO LLC$2M
- ROYAL BANK OF CANADA$1M
- GSG Advisors LLC$1M
- Rialto Wealth Management, LLC$905K
Largest trims
- D.B. Root & Company, LLC$2M
- CITADEL ADVISORS LLC$772K
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 |
|---|---|---|---|---|
| DAHRING | CUSMANO LLC added | 223,917 | $11M | 18.0% | 2026-Q2 |
| Holos Integrated Wealth LLC added | 194,919 | $10M | 15.6% | 2026-Q2 |
| Buska Wealth Management, LLC added | 99,575 | $5M | 8.0% | 2026-Q2 |
| Rialto Wealth Management, LLC added | 85,775 | $4M | 6.9% | 2026-Q2 |
| New Capital Management LP added | 85,575 | $4M | 6.9% | 2026-Q2 |
| Net Worth Advisory Group new | 83,668 | $4M | 6.7% | 2026-Q2 |
| GSG Advisors LLC added | 61,946 | $3M | 5.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 41,878 | $2M | 3.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 36,387 | $2M | 2.9% | 2026-Q2 |
| Modern Wealth Management, LLC added | 25,449 | $1M | 2.0% | 2026-Q2 |
| D.B. Root & Company, LLC trimmed | 21,949 | $1M | 1.8% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 21,010 | $1M | 1.7% | 2026-Q2 |
| D'Orazio & Associates, Inc. added | 19,803 | $1M | 1.6% | 2026-Q2 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP added | 18,968 | $970K | 1.5% | 2026-Q2 |
| CRA Financial Services, LLC added | 17,483 | $897K | 1.4% | 2026-Q2 |
| SAGE RHINO CAPITAL LLC trimmed | 16,907 | $867K | 1.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 16,660 | $854K | 1.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 15,950 | $818K | 1.3% | 2026-Q2 |
| SteelPeak Wealth, LLC new | 14,020 | $719K | 1.1% | 2026-Q2 |
| UBS Group AG new | 13,284 | $681K | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,919 | $611K | 1.0% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 10,430 | $535K | 0.8% | 2026-Q2 |
| Ancora Advisors LLC added | 8,231 | $422K | 0.7% | 2026-Q2 |
| Strategic Family Wealth Counselors, L.L.C. new | 7,853 | $403K | 0.6% | 2026-Q2 |
| SageOak Financial, LLC new | 7,760 | $398K | 0.6% | 2026-Q2 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV new | 7,238 | $371K | 0.6% | 2026-Q2 |
| Compound Planning, Inc. new | 5,919 | $304K | 0.5% | 2026-Q2 |
| Ballast Rock Private Wealth LLC added | 5,849 | $300K | 0.5% | 2026-Q2 |
| Independence Asset Advisors, LLC trimmed | 5,661 | $290K | 0.5% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 5,193 | $264K | 0.4% | 2026-Q2 |
| Insight Wealth Strategies, LLC new | 4,831 | $247K | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 3,959 | $203K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 3,020 | $155K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC new | 2,942 | $151K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 1,714 | $88K | 0.1% | 2026-Q2 |
| Physician Wealth Advisors, Inc. | 448 | $23K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 400 | $21K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 341 | $17K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 232 | $12K | 0.0% | 2026-Q2 |
| Principia Wealth Advisory, LLC trimmed | 120 | $6K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP new | 113 | $6K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 0 | $1 | 0.0% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 27,240 | $1M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| Swisher Financial Concepts, Inc. | 4,845 | $247K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 4,210 | $215K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 1,951 | $100K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.