Who owns VGSH
Which tracked institutional funds hold VGSH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VGSH 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
284 tracked funds added or opened VGSH while 209 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
VGSH’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 1.1% of theirs — a 1.0pp gap the other way — the median holder sizes VGSH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VGSH 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 1051 tracked filers holding VGSH, 574 increased or opened the position and 476 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 VGSH 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 47
- FJ Investments, LLC$90M
- University of Illinois Foundation$36M
- CPA Asset Management Group, LLC$23M
- Ironwood Wealth Management, LLC.$18M
- TRUST CO OF VERMONT$11M
- Net Worth Advisory Group$7M
Full exits 65
- STATE STREET CORP$258M
- Smithfield Trust Co$124M
- HighTower Advisors, LLC$111M
- Evensky & Katz LLC$78M
- CAPITAL ADVISORS INC/OK$55M
- Opus Capital Group, LLC$34M
Largest adds
- ALLIANCEBERNSTEIN L.P.$515M
- UBS Group AG$171M
- M&T Bank Corp$73M
- WIT, LLC$72M
- Baird Financial Group, Inc.$54M
- ASSETMARK, INC$42M
Largest trims
- Orgel Wealth Management, LLC$339M
- JPMORGAN CHASE & CO$276M
- GOLDMAN SACHS GROUP INC$267M
- Aptus Capital Advisors, LLC$61M
- NOMURA ASSET MANAGEMENT CO LTD$58M
- New York Life Investment Management LLC$45M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 47,301,997 | $2.8B | 18.1% | 2026-Q2 |
| MORGAN STANLEY added | 28,332,310 | $1.6B | 10.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 11,894,773 | $692M | 4.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 11,135,791 | $648M | 4.3% | 2026-Q2 |
| UBS Group AG added | 9,365,484 | $545M | 3.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 8,815,679 | $516M | 3.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 8,157,125 | $475M | 3.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 4,958,141 | $289M | 1.9% | 2026-Q2 |
| Cerity Partners LLC trimmed | 4,938,833 | $287M | 1.9% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 4,710,769 | $274M | 1.8% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC trimmed | 4,467,285 | $260M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 4,249,118 | $247M | 1.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 4,102,272 | $239M | 1.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,972,823 | $231M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,581,286 | $208M | 1.4% | 2026-Q2 |
| M&T Bank Corp added | 3,432,890 | $200M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,328,556 | $194M | 1.3% | 2026-Q2 |
| Arlington Trust Co LLC added | 3,321,662 | $193M | 1.3% | 2026-Q2 |
| Pure Financial Advisors, LLC added | 3,002,732 | $175M | 1.2% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP trimmed | 2,789,417 | $162M | 1.1% | 2026-Q2 |
| Corient Private Wealth LP added | 2,571,210 | $150M | 1.0% | 2026-Q2 |
| CITIGROUP INC added | 2,526,390 | $147M | 1.0% | 2026-Q2 |
| WIT, LLC added | 2,425,179 | $141M | 0.9% | 2026-Q2 |
| NewEdge Wealth, LLC added | 2,312,922 | $135M | 0.9% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC added | 2,200,571 | $128M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,133,484 | $124M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,121,965 | $124M | 0.8% | 2026-Q2 |
| MAI Capital Management added | 2,010,515 | $117M | 0.8% | 2026-Q2 |
| NEPC LLC | 1,993,299 | $116M | 0.8% | 2026-Q2 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV added | 1,835,215 | $107M | 0.7% | 2026-Q2 |
| Elm Partners Management LLC added | 1,571,335 | $91M | 0.6% | 2026-Q2 |
| FJ Investments, LLC new | 1,550,014 | $90M | 0.6% | 2026-Q2 |
| Miller Investment Management, LP trimmed | 1,537,843 | $90M | 0.6% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 1,527,935 | $89M | 0.6% | 2026-Q2 |
| New York Life Investment Management LLC trimmed | 1,526,211 | $89M | 0.6% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 1,421,932 | $83M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 1,405,234 | $82M | 0.5% | 2026-Q2 |
| First Financial Bankshares Inc added | 1,356,427 | $79M | 0.5% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,353,304 | $79M | 0.5% | 2026-Q2 |
| Valmark Advisers, Inc. added | 1,350,317 | $79M | 0.5% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 1,327,074 | $77M | 0.5% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 1,287,710 | $75M | 0.5% | 2026-Q2 |
| Oak Harvest Investment Services added | 1,284,004 | $75M | 0.5% | 2026-Q2 |
| MAYPORT, LLC added | 1,281,135 | $75M | 0.5% | 2026-Q2 |
| Creative Planning trimmed | 1,280,012 | $74M | 0.5% | 2026-Q2 |
| Advisory Alpha, LLC added | 1,236,917 | $72M | 0.5% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 1,212,961 | $71M | 0.5% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 1,150,794 | $67M | 0.4% | 2026-Q2 |
| PRESILIUM PRIVATE WEALTH, LLC added | 1,123,054 | $65M | 0.4% | 2026-Q2 |
| Chemistry Wealth Management LLC added | 1,107,162 | $64M | 0.4% | 2026-Q2 |
| Cornerstone Wealth Advisors, Inc. added | 1,086,658 | $63M | 0.4% | 2026-Q2 |
| Warwick Investment Management, Inc. added | 1,059,194 | $62M | 0.4% | 2026-Q2 |
| Falcon Wealth Planning added | 1,032,635 | $60M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,007,231 | $59M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 993,531 | $58M | 0.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 944,315 | $55M | 0.4% | 2026-Q2 |
| Foster Group, Inc. added | 925,588 | $54M | 0.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 895,293 | $52M | 0.3% | 2026-Q2 |
| Wealth Dimensions Group, Ltd. added | 882,471 | $51M | 0.3% | 2026-Q2 |
| Strata Wealth Advisors, LLC added | 865,062 | $50M | 0.3% | 2026-Q2 |
| Wellspring Financial Advisors, LLC added | 863,583 | $50M | 0.3% | 2026-Q2 |
| INSIGHT 2811, INC. added | 852,297 | $50M | 0.3% | 2026-Q2 |
| VANGUARD ADVISERS INC added | 819,197 | $48M | 0.3% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC added | 806,570 | $47M | 0.3% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 776,178 | $45M | 0.3% | 2026-Q2 |
| Mariner, LLC added | 768,955 | $45M | 0.3% | 2026-Q2 |
| McLean Asset Management Corp added | 767,727 | $45M | 0.3% | 2026-Q2 |
| Portland Global Advisors LLC trimmed | 756,714 | $44M | 0.3% | 2026-Q2 |
| Vernal Point Advisors, LLC added | 746,524 | $43M | 0.3% | 2026-Q2 |
| ASSETMARK, INC added | 726,811 | $42M | 0.3% | 2026-Q2 |
| American Money Management, LLC added | 716,987 | $42M | 0.3% | 2026-Q2 |
| BROWN ADVISORY INC added | 702,665 | $41M | 0.3% | 2026-Q2 |
| Pacific Sage Partners, LLC added | 699,446 | $41M | 0.3% | 2026-Q2 |
| First Command Advisory Services, Inc. trimmed | 689,411 | $40M | 0.3% | 2026-Q2 |
| 1834 INVESTMENT ADVISORS CO trimmed | 667,988 | $39M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 654,977 | $38M | 0.3% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 649,524 | $38M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 648,947 | $38M | 0.2% | 2026-Q2 |
| OLD NATIONAL BANCORP /IN/ added | 641,271 | $37M | 0.2% | 2026-Q2 |
| Beacon Bank & Trust added | 633,681 | $37M | 0.2% | 2026-Q2 |
| University of Illinois Foundation new | 619,536 | $36M | 0.2% | 2026-Q2 |
| Johns Hopkins University | 616,877 | $36M | 0.2% | 2026-Q2 |
| Arista Wealth Management, LLC added | 614,178 | $36M | 0.2% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 612,364 | $36M | 0.2% | 2026-Q2 |
| Haverford Trust Co added | 604,658 | $35M | 0.2% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 601,790 | $35M | 0.2% | 2026-Q2 |
| Westerkirk Capital Inc. | 597,540 | $35M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 592,890 | $35M | 0.2% | 2026-Q2 |
| Grove Bank & Trust added | 586,889 | $34M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 583,471 | $34M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 578,966 | $34M | 0.2% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 574,711 | $33M | 0.2% | 2026-Q2 |
| Alta Advisers Ltd added | 569,513 | $33M | 0.2% | 2026-Q2 |
| Concord Wealth Partners added | 568,549 | $33M | 0.2% | 2026-Q2 |
| Acropolis Investment Management, LLC trimmed | 567,475 | $33M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 559,865 | $33M | 0.2% | 2026-Q2 |
| Concord Asset Management, LLC/VA added | 558,762 | $33M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 554,807 | $32M | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 543,365 | $32M | 0.2% | 2026-Q2 |
| QUATTRO FINANCIAL ADVISORS LLC added | 541,412 | $32M | 0.2% | 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.