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Institutional Ownership · SEC Form 13F

Who owns VGSR (VGSR)


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

89
Institutional holders
35,281,679
Shares held (tracked funds)

How the tape is positioned

11 tracked funds added or opened VGSR while 5 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

VGSR’s largest tracked holder by dollar value, Abacus Wealth Partners, LLC, sizes it at 12.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 11.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in VGSR 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 89 tracked filers holding VGSR, 59 increased or opened the position and 29 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 VGSR 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 1

  • EP Wealth Advisors, LLC$4M

Full exits 2

  • LongView Asset Management LLC$4M
  • GTS SECURITIES LLC$917K

Largest adds

  • Focus Partners Advisor Solutions, LLC$2M
  • Abacus Wealth Partners, LLC$2M
  • FMR LLC$1M
  • MASECO LLP$1M
  • JANE STREET GROUP, LLC$951K
  • NATURAL INVESTMENTS, LLC$946K

Largest trims

  • Focus Partners Wealth$877K
  • OSAIC HOLDINGS, INC.$548K
  • Prime Capital Investment Advisors, LLC$492K

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
Abacus Wealth Partners, LLC added12,658,314$131M33.5%2026-Q1
BRIGHTON JONES LLC added3,674,039$38M9.7%2026-Q1
Focus Partners Wealth trimmed3,537,057$37M9.5%2026-Q1
First Pacific Financial added1,514,648$16M4.0%2026-Q1
FMR LLC added1,508,424$16M4.0%2026-Q1
Forum Financial Management, LP added1,324,959$14M3.5%2026-Q1
PFG Investments, LLC added919,239$9M2.4%2026-Q1
NATURAL INVESTMENTS, LLC added812,243$8M2.1%2026-Q1
MISSION WEALTH MANAGEMENT, LP trimmed631,905$7M1.7%2026-Q1
Colorado Capital Management, Inc. added590,875$6M1.6%2026-Q1
WCG Wealth Advisors LLC added546,100$6M1.4%2026-Q1
SOA Wealth Advisors, LLC. added540,065$6M1.4%2026-Q1
Savant Capital, LLC added507,143$5M1.3%2026-Q1
MASECO LLP added501,057$5M1.3%2026-Q1
North Berkeley Wealth Management, LLC added480,025$5M1.3%2026-Q1
Sand Hill Global Advisors, LLC trimmed396,605$4M1.0%2026-Q1
EP Wealth Advisors, LLC new364,658$4M1.0%2026-Q1
Focus Partners Advisor Solutions, LLC added351,710$4M0.9%2026-Q1
HighTower Advisors, LLC trimmed333,587$3M0.9%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed331,078$3M0.9%2026-Q1
Koss-Olinger Consulting, LLC added259,627$3M0.7%2026-Q1
Balanced Rock Investment Advisors LLC added256,090$3M0.7%2026-Q1
Beacon Pointe Advisors, LLC added248,542$3M0.7%2026-Q1
Allodium Investment Consultants, LLC added242,850$3M0.6%2026-Q1
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added230,087$2M0.6%2026-Q1
Meritas Wealth Management, LLC added225,198$2M0.6%2026-Q1
Perigon Wealth Management, LLC added216,880$2M0.6%2026-Q1
NORTHERN TRUST CORP155,612$2M0.4%2026-Q1
Prime Capital Investment Advisors, LLC trimmed132,200$1M0.3%2026-Q1
US BANCORP \DE\ added119,065$1M0.3%2026-Q1
Betterment LLC added113,866$1M0.3%2026-Q1
JANE STREET GROUP, LLC added107,892$1M0.3%2026-Q1
Level Financial Advisors trimmed103,622$1M0.3%2026-Q1
Silver Oak Advisory Group, Inc. trimmed96,144$993K0.3%2026-Q1
Dynamic Advisor Solutions LLC added96,042$992K0.3%2026-Q1
Mason & Associates Inc trimmed91,992$935K0.2%2026-Q1
Index Fund Advisors, Inc. added88,080$910K0.2%2026-Q1
Pine Haven Investment Counsel, Inc added79,787$824K0.2%2026-Q1
Modera Wealth Management, LLC added65,310$675K0.2%2026-Q1
Boston Common Asset Management, LLC new46,995$485K0.1%2026-Q1
Ariadne Wealth Management, LP added46,277$478K0.1%2026-Q1
D.A. DAVIDSON & CO. trimmed43,044$445K0.1%2026-Q1
Private Wealth Management Group, LLC added41,032$424K0.1%2026-Q1
NWAM LLC added40,503$418K0.1%2026-Q1
Apella Capital, LLC added35,446$401K0.1%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed37,989$392K0.1%2026-Q1
Aegis Wealth Management LLC added37,766$390K0.1%2026-Q1
Equitable Holdings, Inc. added33,905$353K0.1%2026-Q1
LPL Financial LLC added27,693$286K0.1%2026-Q1
Powerhouse Assets LLC added27,607$285K0.1%2026-Q1
Corient Private Wealth LLC added53,200$267K0.1%2026-Q1
MB Generational Wealth, LLC added24,844$257K0.1%2026-Q1
TRILLIUM ASSET MANAGEMENT, LLC23,566$243K0.1%2026-Q1
Wheels Up Wealth, Inc. trimmed22,609$234K0.1%2026-Q1
Cetera Investment Advisers added19,466$201K0.1%2026-Q1
BetterWealth, LLC trimmed18,915$195K0.1%2026-Q1
FIDELIS CAPITAL PARTNERS, LLC new18,885$195K0.0%2026-Q1
Cloud Capital Management, LLC added18,194$186K0.0%2026-Q1
MORRIS FINANCIAL CONCEPTS, INC. added17,042$176K0.0%2026-Q1
JDH Wealth Management, LLC16,432$170K0.0%2026-Q1
First Affirmative Financial Network15,545$166K0.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed15,590$161K0.0%2026-Q1
Modern Wealth Management, LLC trimmed14,606$152K0.0%2026-Q1
Ethic Inc. trimmed14,540$150K0.0%2026-Q1
Composition Wealth, LLC new14,360$148K0.0%2026-Q1
Fund Evaluation Group, LLC14,204$147K0.0%2026-Q1
Quantinno Capital Management LP new13,680$141K0.0%2026-Q1
Caprock Group, LLC added11,206$116K0.0%2026-Q1
MAI Capital Management added9,230$95K0.0%2026-Q1
AdvisorNet Financial, Inc trimmed9,088$94K0.0%2026-Q1
American Capital Advisory, LLC new7,806$81K0.0%2026-Q1
Greykasell Wealth Strategies, Inc.7,175$74K0.0%2026-Q1
Aspect Partners, LLC6,794$70K0.0%2026-Q1
MORGAN STANLEY6,789$70K0.0%2026-Q1
Westfuller Advisors, LLC new5,523$57K0.0%2026-Q1
SJS Investment Consulting Inc. trimmed1,794$19K0.0%2026-Q1
Millstone Evans Group, LLC1,408$15K0.0%2026-Q1
Financial Connections Group, Inc. added1,440$14K0.0%2026-Q1
Bank of New Hampshire1,155$12K0.0%2026-Q1
Orion Capital Management LLC added1,099$11K0.0%2026-Q1
Adero Partners, LLC trimmed1,007,618$10M2.6%2025-Q1 stale
Willow Creek Wealth Management Inc. added474,258$5M1.3%2025-Q3 stale
LongView Asset Management LLC trimmed347,874$4M0.9%2025-Q4 stale
FLOW TRADERS U.S. LLC new194,704$2M0.5%2025-Q2 stale
Hemington Wealth Management added133,426$1M0.4%2025-Q3 stale
GTS SECURITIES LLC added88,145$917K0.2%2025-Q4 stale
Waypoint Wealth Partners Inc. added76,557$801K0.2%2025-Q2 stale
Comprehensive Wealth Management, LLC new29,306$297K0.1%2025-Q1 stale
JPMORGAN CHASE & CO added25,000$254K0.1%2025-Q1 stale
CITADEL ADVISORS LLC new20,124$214K0.1%2025-Q3 stale
SwitchPoint Financial Planning, LLC18,261$185K0.0%2025-Q1 stale
Crestwood Advisors Group, LLC trimmed14,168$151K0.0%2025-Q3 stale
Kestra Advisory Services, LLC added12,720$132K0.0%2025-Q4 stale
Encompass More Asset Management new12,714$129K0.0%2025-Q1 stale
Quantum Financial Advisors, LLC added11,212$114K0.0%2025-Q1 stale
Parkworth Wealth Management, Inc. added10,772$113K0.0%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC new10,411$108K0.0%2025-Q4 stale
Atria Wealth Solutions, Inc. trimmed10,341$105K0.0%2025-Q1 stale
CoreFirst Bank & Trust3,351$35K0.0%2025-Q4 stale
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC1,554$16K0.0%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