Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
21 tracked funds added or opened VGSR while 10 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
VGSR’s largest tracked holder by dollar value, Abacus Wealth Partners, LLC, sizes it at 13.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 13.2pp 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 2026-Q1 and 2026-Q2, across 81 tracked filers holding VGSR, 45 increased or opened the position and 37 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 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 1
- Wealthspire Advisors, LLC$17M
Full exits 7
- NATURAL INVESTMENTS, LLC$8M
- Colorado Capital Management, Inc.$6M
- HighTower Advisors, LLC$3M
- NORTHERN TRUST CORP$2M
- Betterment LLC$1M
- JANE STREET GROUP, LLC$1M
Largest adds
- FMR LLC$7M
- Savant Capital, LLC$7M
- BRIGHTON JONES LLC$6M
- Forum Financial Management, LP$2M
- First Pacific Financial$2M
- SOA Wealth Advisors, LLC.$2M
Largest trims
- Abacus Wealth Partners, LLC$5M
- MISSION WEALTH MANAGEMENT, LP$877K
- Koss-Olinger Consulting, LLC$499K
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 |
|---|---|---|---|---|
| Abacus Wealth Partners, LLC trimmed | 11,063,945 | $126M | 29.5% | 2026-Q2 |
| BRIGHTON JONES LLC added | 3,867,693 | $44M | 10.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 3,314,493 | $38M | 8.8% | 2026-Q2 |
| FMR LLC added | 2,001,215 | $23M | 5.3% | 2026-Q2 |
| First Pacific Financial added | 1,521,618 | $17M | 4.1% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 1,516,164 | $17M | 4.0% | 2026-Q2 |
| Forum Financial Management, LP added | 1,355,310 | $15M | 3.6% | 2026-Q2 |
| Savant Capital, LLC added | 1,123,472 | $12M | 2.9% | 2026-Q2 |
| PFG Investments, LLC trimmed | 902,746 | $10M | 2.4% | 2026-Q2 |
| SOA Wealth Advisors, LLC. added | 625,963 | $7M | 1.7% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 624,753 | $7M | 1.7% | 2026-Q2 |
| MASECO LLP added | 527,020 | $6M | 1.4% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 496,294 | $6M | 1.3% | 2026-Q2 |
| North Berkeley Wealth Management, LLC trimmed | 456,331 | $5M | 1.2% | 2026-Q2 |
| Sand Hill Global Advisors, LLC added | 404,502 | $5M | 1.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 368,065 | $4M | 1.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 333,764 | $4M | 0.9% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC trimmed | 317,422 | $4M | 0.8% | 2026-Q2 |
| Meritas Wealth Management, LLC added | 260,974 | $3M | 0.7% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC added | 258,929 | $3M | 0.7% | 2026-Q2 |
| Allodium Investment Consultants, LLC added | 257,545 | $3M | 0.7% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 249,156 | $3M | 0.7% | 2026-Q2 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 231,474 | $3M | 0.6% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 216,361 | $2M | 0.6% | 2026-Q2 |
| Koss-Olinger Consulting, LLC trimmed | 191,759 | $2M | 0.5% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 132,462 | $2M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ added | 121,079 | $1M | 0.3% | 2026-Q2 |
| Level Financial Advisors trimmed | 102,899 | $1M | 0.3% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 101,998 | $1M | 0.3% | 2026-Q2 |
| Mason & Associates Inc trimmed | 84,057 | $957K | 0.2% | 2026-Q2 |
| Index Fund Advisors, Inc. trimmed | 81,635 | $929K | 0.2% | 2026-Q2 |
| Pine Haven Investment Counsel, Inc added | 81,487 | $928K | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 63,499 | $723K | 0.2% | 2026-Q2 |
| Composition Wealth, LLC added | 56,907 | $648K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 47,996 | $546K | 0.1% | 2026-Q2 |
| Boston Common Asset Management, LLC | 46,995 | $535K | 0.1% | 2026-Q2 |
| Ariadne Wealth Management, LP trimmed | 45,222 | $515K | 0.1% | 2026-Q2 |
| Private Wealth Management Group, LLC added | 45,151 | $514K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 43,780 | $498K | 0.1% | 2026-Q2 |
| NWAM LLC added | 41,504 | $473K | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 41,117 | $468K | 0.1% | 2026-Q2 |
| Aegis Wealth Management LLC | 37,766 | $430K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 37,073 | $422K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 36,900 | $420K | 0.1% | 2026-Q2 |
| Apella Capital, LLC | 35,446 | $407K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 33,801 | $385K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 32,592 | $371K | 0.1% | 2026-Q2 |
| Powerhouse Assets LLC added | 27,636 | $315K | 0.1% | 2026-Q2 |
| MB Generational Wealth, LLC trimmed | 22,994 | $262K | 0.1% | 2026-Q2 |
| Wheels Up Wealth, Inc. trimmed | 21,639 | $246K | 0.1% | 2026-Q2 |
| TRILLIUM ASSET MANAGEMENT, LLC trimmed | 21,066 | $240K | 0.1% | 2026-Q2 |
| BetterWealth, LLC added | 19,911 | $227K | 0.1% | 2026-Q2 |
| FIDELIS CAPITAL PARTNERS, LLC | 18,885 | $215K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 18,638 | $212K | 0.0% | 2026-Q2 |
| MORRIS FINANCIAL CONCEPTS, INC. added | 17,158 | $195K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 16,642 | $189K | 0.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 16,477 | $188K | 0.0% | 2026-Q2 |
| JDH Wealth Management, LLC | 16,432 | $187K | 0.0% | 2026-Q2 |
| Fund Evaluation Group, LLC | 14,204 | $162K | 0.0% | 2026-Q2 |
| Ethic Inc. trimmed | 14,194 | $162K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 13,822 | $157K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 13,305 | $151K | 0.0% | 2026-Q2 |
| Three Arch Wealth Management LLC new | 12,908 | $147K | 0.0% | 2026-Q2 |
| Mariner, LLC new | 12,900 | $147K | 0.0% | 2026-Q2 |
| Caprock Group, LLC added | 11,298 | $129K | 0.0% | 2026-Q2 |
| American Capital Advisory, LLC | 7,806 | $89K | 0.0% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. | 7,175 | $82K | 0.0% | 2026-Q2 |
| Aspect Partners, LLC | 6,794 | $77K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 6,588 | $75K | 0.0% | 2026-Q2 |
| Westfuller Advisors, LLC | 5,523 | $63K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 4,846 | $55K | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. | 1,794 | $20K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,477 | $17K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 1,408 | $16K | 0.0% | 2026-Q2 |
| Bank of New Hampshire | 1,155 | $13K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 1,139 | $13K | 0.0% | 2026-Q2 |
| Orion Capital Management LLC added | 1,118 | $13K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC | 953 | $11K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC new | 70 | $797 | 0.0% | 2026-Q2 |
| Allworth Financial LP | 2 | $23 | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 0 | $6 | 0.0% | 2026-Q2 |
| NATURAL INVESTMENTS, LLC added | 812,243 | $8M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| Colorado Capital Management, Inc. added | 590,875 | $6M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 333,587 | $3M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| NORTHERN TRUST CORP | 155,612 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Betterment LLC added | 113,866 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 107,892 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Silver Oak Advisory Group, Inc. trimmed | 96,144 | $993K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cloud Capital Management, LLC added | 18,194 | $186K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| First Affirmative Financial Network | 15,545 | $166K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Modern Wealth Management, LLC trimmed | 14,606 | $152K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| LongView Asset Management LLC trimmed | 347,874 | $4M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC added | 88,145 | $917K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MLG Wealth Management DBA Pine Grove Financial Group new | 82,216 | $855K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Willow Creek Wealth Management Inc. added | 474,258 | $5M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| Hemington Wealth Management added | 133,426 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| CITADEL ADVISORS LLC new | 20,124 | $214K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Crestwood Advisors Group, LLC trimmed | 14,168 | $151K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC new | 194,704 | $2M | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Waypoint Wealth Partners Inc. added | 76,557 | $801K | 0.2% | 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.