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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Abacus Wealth Partners, LLC added | 12,658,314 | $131M | 33.5% | 2026-Q1 |
| BRIGHTON JONES LLC added | 3,674,039 | $38M | 9.7% | 2026-Q1 |
| Focus Partners Wealth trimmed | 3,537,057 | $37M | 9.5% | 2026-Q1 |
| First Pacific Financial added | 1,514,648 | $16M | 4.0% | 2026-Q1 |
| FMR LLC added | 1,508,424 | $16M | 4.0% | 2026-Q1 |
| Forum Financial Management, LP added | 1,324,959 | $14M | 3.5% | 2026-Q1 |
| PFG Investments, LLC added | 919,239 | $9M | 2.4% | 2026-Q1 |
| NATURAL INVESTMENTS, LLC added | 812,243 | $8M | 2.1% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 631,905 | $7M | 1.7% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 590,875 | $6M | 1.6% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 546,100 | $6M | 1.4% | 2026-Q1 |
| SOA Wealth Advisors, LLC. added | 540,065 | $6M | 1.4% | 2026-Q1 |
| Savant Capital, LLC added | 507,143 | $5M | 1.3% | 2026-Q1 |
| MASECO LLP added | 501,057 | $5M | 1.3% | 2026-Q1 |
| North Berkeley Wealth Management, LLC added | 480,025 | $5M | 1.3% | 2026-Q1 |
| Sand Hill Global Advisors, LLC trimmed | 396,605 | $4M | 1.0% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 364,658 | $4M | 1.0% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 351,710 | $4M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 333,587 | $3M | 0.9% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 331,078 | $3M | 0.9% | 2026-Q1 |
| Koss-Olinger Consulting, LLC added | 259,627 | $3M | 0.7% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC added | 256,090 | $3M | 0.7% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 248,542 | $3M | 0.7% | 2026-Q1 |
| Allodium Investment Consultants, LLC added | 242,850 | $3M | 0.6% | 2026-Q1 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC added | 230,087 | $2M | 0.6% | 2026-Q1 |
| Meritas Wealth Management, LLC added | 225,198 | $2M | 0.6% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 216,880 | $2M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP | 155,612 | $2M | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 132,200 | $1M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ added | 119,065 | $1M | 0.3% | 2026-Q1 |
| Betterment LLC added | 113,866 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 107,892 | $1M | 0.3% | 2026-Q1 |
| Level Financial Advisors trimmed | 103,622 | $1M | 0.3% | 2026-Q1 |
| Silver Oak Advisory Group, Inc. trimmed | 96,144 | $993K | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 96,042 | $992K | 0.3% | 2026-Q1 |
| Mason & Associates Inc trimmed | 91,992 | $935K | 0.2% | 2026-Q1 |
| Index Fund Advisors, Inc. added | 88,080 | $910K | 0.2% | 2026-Q1 |
| Pine Haven Investment Counsel, Inc added | 79,787 | $824K | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC added | 65,310 | $675K | 0.2% | 2026-Q1 |
| Boston Common Asset Management, LLC new | 46,995 | $485K | 0.1% | 2026-Q1 |
| Ariadne Wealth Management, LP added | 46,277 | $478K | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 43,044 | $445K | 0.1% | 2026-Q1 |
| Private Wealth Management Group, LLC added | 41,032 | $424K | 0.1% | 2026-Q1 |
| NWAM LLC added | 40,503 | $418K | 0.1% | 2026-Q1 |
| Apella Capital, LLC added | 35,446 | $401K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 37,989 | $392K | 0.1% | 2026-Q1 |
| Aegis Wealth Management LLC added | 37,766 | $390K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 33,905 | $353K | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 27,693 | $286K | 0.1% | 2026-Q1 |
| Powerhouse Assets LLC added | 27,607 | $285K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 53,200 | $267K | 0.1% | 2026-Q1 |
| MB Generational Wealth, LLC added | 24,844 | $257K | 0.1% | 2026-Q1 |
| TRILLIUM ASSET MANAGEMENT, LLC | 23,566 | $243K | 0.1% | 2026-Q1 |
| Wheels Up Wealth, Inc. trimmed | 22,609 | $234K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 19,466 | $201K | 0.1% | 2026-Q1 |
| BetterWealth, LLC trimmed | 18,915 | $195K | 0.1% | 2026-Q1 |
| FIDELIS CAPITAL PARTNERS, LLC new | 18,885 | $195K | 0.0% | 2026-Q1 |
| Cloud Capital Management, LLC added | 18,194 | $186K | 0.0% | 2026-Q1 |
| MORRIS FINANCIAL CONCEPTS, INC. added | 17,042 | $176K | 0.0% | 2026-Q1 |
| JDH Wealth Management, LLC | 16,432 | $170K | 0.0% | 2026-Q1 |
| First Affirmative Financial Network | 15,545 | $166K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 15,590 | $161K | 0.0% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 14,606 | $152K | 0.0% | 2026-Q1 |
| Ethic Inc. trimmed | 14,540 | $150K | 0.0% | 2026-Q1 |
| Composition Wealth, LLC new | 14,360 | $148K | 0.0% | 2026-Q1 |
| Fund Evaluation Group, LLC | 14,204 | $147K | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP new | 13,680 | $141K | 0.0% | 2026-Q1 |
| Caprock Group, LLC added | 11,206 | $116K | 0.0% | 2026-Q1 |
| MAI Capital Management added | 9,230 | $95K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 9,088 | $94K | 0.0% | 2026-Q1 |
| American Capital Advisory, LLC new | 7,806 | $81K | 0.0% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. | 7,175 | $74K | 0.0% | 2026-Q1 |
| Aspect Partners, LLC | 6,794 | $70K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 6,789 | $70K | 0.0% | 2026-Q1 |
| Westfuller Advisors, LLC new | 5,523 | $57K | 0.0% | 2026-Q1 |
| SJS Investment Consulting Inc. trimmed | 1,794 | $19K | 0.0% | 2026-Q1 |
| Millstone Evans Group, LLC | 1,408 | $15K | 0.0% | 2026-Q1 |
| Financial Connections Group, Inc. added | 1,440 | $14K | 0.0% | 2026-Q1 |
| Bank of New Hampshire | 1,155 | $12K | 0.0% | 2026-Q1 |
| Orion Capital Management LLC added | 1,099 | $11K | 0.0% | 2026-Q1 |
| Adero Partners, LLC trimmed | 1,007,618 | $10M | 2.6% | 2025-Q1 stale |
| Willow Creek Wealth Management Inc. added | 474,258 | $5M | 1.3% | 2025-Q3 stale |
| LongView Asset Management LLC trimmed | 347,874 | $4M | 0.9% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC new | 194,704 | $2M | 0.5% | 2025-Q2 stale |
| Hemington Wealth Management added | 133,426 | $1M | 0.4% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 88,145 | $917K | 0.2% | 2025-Q4 stale |
| Waypoint Wealth Partners Inc. added | 76,557 | $801K | 0.2% | 2025-Q2 stale |
| Comprehensive Wealth Management, LLC new | 29,306 | $297K | 0.1% | 2025-Q1 stale |
| JPMORGAN CHASE & CO added | 25,000 | $254K | 0.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC new | 20,124 | $214K | 0.1% | 2025-Q3 stale |
| SwitchPoint Financial Planning, LLC | 18,261 | $185K | 0.0% | 2025-Q1 stale |
| Crestwood Advisors Group, LLC trimmed | 14,168 | $151K | 0.0% | 2025-Q3 stale |
| Kestra Advisory Services, LLC added | 12,720 | $132K | 0.0% | 2025-Q4 stale |
| Encompass More Asset Management new | 12,714 | $129K | 0.0% | 2025-Q1 stale |
| Quantum Financial Advisors, LLC added | 11,212 | $114K | 0.0% | 2025-Q1 stale |
| Parkworth Wealth Management, Inc. added | 10,772 | $113K | 0.0% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 10,411 | $108K | 0.0% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 10,341 | $105K | 0.0% | 2025-Q1 stale |
| CoreFirst Bank & Trust | 3,351 | $35K | 0.0% | 2025-Q4 stale |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 1,554 | $16K | 0.0% | 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.
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.