Who owns VGT (VGT)
Which tracked institutional funds hold VGT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VGT 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
The tracked-fund tape on VGT is one-sided between 2025-Q4 and 2026-Q1: 151 added or opened and 551 trimmed or exited — on balance reducing.
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
VGT’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VGT 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 1962 tracked filers holding VGT, 771 increased or opened the position and 866 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 VGT 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 43
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$31M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$29M
- VICTORY CAPITAL MANAGEMENT INC$20M
- Junk Investment Group, LLC$17M
- CIBC Bancorp USA Inc.$9M
- Banque Transatlantique SA$8M
Full exits 60
- Provida Pension Fund Administrator$335M
- COMERICA BANK$53M
- NewEdge Advisors, LLC$28M
- NRI Wealth Management LC$18M
- Kinloch Capital, LLC$17M
- Axiom Financial Strategies, LLC$11M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$430M
- NORTHERN TRUST CORP$82M
- Equitable Holdings, Inc.$47M
- FIFTH THIRD BANCORP$46M
- EP Wealth Advisors, LLC$21M
- CAPTRUST FINANCIAL ADVISORS$17M
Largest trims
- BANK OF AMERICA CORP /DE/$665M
- JPMORGAN CHASE & CO$539M
- Focus Partners Wealth$530M
- MORGAN STANLEY$142M
- LPL Financial LLC$107M
- WELLS FARGO & COMPANY/MN$94M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 15,105,780 | $10.5B | 32.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 6,430,753 | $4.3B | 13.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,119,958 | $1.5B | 4.6% | 2026-Q1 |
| UBS Group AG added | 1,535,654 | $1.1B | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,533,396 | $1.1B | 3.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,252,584 | $874M | 2.7% | 2026-Q1 |
| PGIM Custom Harvest LLC trimmed | 823,347 | $574M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 812,460 | $567M | 1.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 726,799 | $507M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 659,037 | $460M | 1.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 645,906 | $447M | 1.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 624,524 | $436M | 1.3% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 471,293 | $329M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 423,182 | $295M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 409,700 | $286M | 0.9% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 212,727 | $275M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 363,071 | $253M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 335,560 | $234M | 0.7% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. trimmed | 305,172 | $213M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 299,677 | $209M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 298,284 | $208M | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 280,153 | $195M | 0.6% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 278,523 | $194M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 262,382 | $183M | 0.6% | 2026-Q1 |
| NORTHERN TRUST CORP added | 259,166 | $181M | 0.6% | 2026-Q1 |
| Cerity Partners LLC trimmed | 249,812 | $174M | 0.5% | 2026-Q1 |
| Lido Advisors, LLC added | 218,616 | $153M | 0.5% | 2026-Q1 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | 204,727 | $143M | 0.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 193,577 | $135M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 175,592 | $123M | 0.4% | 2026-Q1 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC trimmed | 174,429 | $122M | 0.4% | 2026-Q1 |
| TAIYO LIFE INSURANCE CO trimmed | 169,000 | $118M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 167,682 | $117M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 167,353 | $117M | 0.4% | 2026-Q1 |
| Compass Financial Group, INC/SD added | 162,642 | $113M | 0.3% | 2026-Q1 |
| Creative Planning added | 159,803 | $111M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 135,792 | $95M | 0.3% | 2026-Q1 |
| ASSETMARK, INC added | 135,651 | $95M | 0.3% | 2026-Q1 |
| 71 West Capital Partners added | 135,405 | $94M | 0.3% | 2026-Q1 |
| M&T Bank Corp trimmed | 131,819 | $92M | 0.3% | 2026-Q1 |
| ARMSTRONG ADVISORY GROUP, INC trimmed | 127,756 | $89M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 118,764 | $83M | 0.3% | 2026-Q1 |
| BROWN ADVISORY INC trimmed | 116,061 | $81M | 0.2% | 2026-Q1 |
| BAILARD, INC. trimmed | 113,467 | $79M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 114,250 | $77M | 0.2% | 2026-Q1 |
| NORTHSTAR ASSET MANAGEMENT Co trimmed | 109,159 | $76M | 0.2% | 2026-Q1 |
| Beacon Capital Management, Inc. trimmed | 100,828 | $70M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 100,052 | $70M | 0.2% | 2026-Q1 |
| Silicon Valley Capital Partners added | 95,830 | $67M | 0.2% | 2026-Q1 |
| AGF MANAGEMENT LTD trimmed | 94,283 | $66M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 93,958 | $66M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 95,058 | $65M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 90,524 | $63M | 0.2% | 2026-Q1 |
| Yarbrough Capital, LLC | 89,058 | $62M | 0.2% | 2026-Q1 |
| Systematic Alpha Investments, LLC added | 658,400 | $57M | 0.2% | 2026-Q1 |
| WBH ADVISORY INC trimmed | 80,807 | $57M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 80,400 | $56M | 0.2% | 2026-Q1 |
| KCM INVESTMENT ADVISORS LLC trimmed | 76,389 | $53M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 75,107 | $52M | 0.2% | 2026-Q1 |
| Spire Wealth Management trimmed | 74,776 | $52M | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 74,165 | $52M | 0.2% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP trimmed | 73,957 | $52M | 0.2% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 72,498 | $51M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 71,788 | $50M | 0.2% | 2026-Q1 |
| AMI INVESTMENT MANAGEMENT INC added | 70,076 | $49M | 0.2% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 64,796 | $45M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 62,946 | $44M | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 61,848 | $43M | 0.1% | 2026-Q1 |
| TRUST CO OF OKLAHOMA trimmed | 60,663 | $42M | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 58,735 | $41M | 0.1% | 2026-Q1 |
| PARK NATIONAL CORP /OH/ added | 58,574 | $41M | 0.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 58,300 | $41M | 0.1% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD trimmed | 56,565 | $39M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 54,934 | $38M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 61,356 | $38M | 0.1% | 2026-Q1 |
| Elwood & Goetz Wealth Advisory Group, LLC added | 54,576 | $38M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 54,392 | $38M | 0.1% | 2026-Q1 |
| CVA Family Office, LLC added | 52,800 | $37M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 52,562 | $37M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 51,201 | $36M | 0.1% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 49,886 | $35M | 0.1% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 47,963 | $33M | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 47,927 | $33M | 0.1% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 47,309 | $33M | 0.1% | 2026-Q1 |
| EP Wealth Advisors, LLC added | 46,833 | $33M | 0.1% | 2026-Q1 |
| Winthrop Capital Management, LLC trimmed | 45,973 | $32M | 0.1% | 2026-Q1 |
| &PARTNERS added | 44,638 | $31M | 0.1% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 44,542 | $31M | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 43,372 | $30M | 0.1% | 2026-Q1 |
| Circle Wealth Management, LLC trimmed | 43,069 | $30M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 41,645 | $29M | 0.1% | 2026-Q1 |
| Marotta Asset Management trimmed | 40,863 | $29M | 0.1% | 2026-Q1 |
| Jefferies Financial Group Inc. new | 2,250,000 | $1.7B | 5.2% | 2025-Q3 stale |
| CHURCHILL MANAGEMENT Corp trimmed | 685,276 | $455M | 1.4% | 2025-Q2 stale |
| Provida Pension Fund Administrator added | 443,965 | $335M | 1.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 70,417 | $53M | 0.2% | 2025-Q4 stale |
| Stuart Chaussee & Associates, Inc. trimmed | 62,930 | $47M | 0.1% | 2025-Q3 stale |
| Full Sail Capital, LLC trimmed | 59,747 | $45M | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 63,431 | $42M | 0.1% | 2025-Q2 stale |
| CW Advisors, LLC added | 50,137 | $33M | 0.1% | 2025-Q2 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.