Who owns VIGI
Which tracked institutional funds hold VIGI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VIGI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
138 tracked funds added or opened VIGI while 66 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
VIGI’s largest tracked holder by dollar value, EP Wealth Advisors, LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 2.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VIGI 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 588 tracked filers holding VIGI, 283 increased or opened the position and 254 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 VIGI 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 15
- NewEdge Advisors, LLC$34M
- Genesis Wealth Advisors, LLC$8M
- IFG Advisory, LLC$7M
- Ameritas Advisory Services, LLC$4M
- Daniel Investment Group, Inc.$3M
- FIDUCIARY FINANCIAL ADVISORS$2M
Full exits 21
- Janney Montgomery Scott LLC$25M
- FLOW TRADERS U.S. LLC$25M
- PEAPACK GLADSTONE FINANCIAL CORP$22M
- NATIXIS ADVISORS, LLC$12M
- Betterment LLC$11M
- Cambridge Investment Research Advisors, Inc.$7M
Largest adds
- EP Wealth Advisors, LLC$130M
- JONES FINANCIAL COMPANIES LLLP$32M
- BANK OF AMERICA CORP /DE/$19M
- GOLDMAN SACHS GROUP INC$14M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$10M
- LPL Financial LLC$7M
Largest trims
- MORGAN STANLEY$87M
- JANE STREET GROUP, LLC$58M
- Navalign, LLC$22M
- Cresset Asset Management, LLC$20M
- SCS Capital Management LLC$15M
- Private Advisor Group, LLC$13M
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 |
|---|---|---|---|---|
| EP Wealth Advisors, LLC added | 8,253,048 | $771M | 19.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,664,422 | $529M | 13.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,327,511 | $311M | 8.0% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 2,255,097 | $211M | 5.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,840,928 | $171M | 4.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,396,128 | $130M | 3.4% | 2026-Q2 |
| LPL Financial LLC added | 1,034,548 | $97M | 2.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,002,671 | $94M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 826,631 | $77M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 772,641 | $72M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 719,307 | $67M | 1.7% | 2026-Q2 |
| UBS Group AG trimmed | 662,305 | $62M | 1.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 486,689 | $45M | 1.2% | 2026-Q2 |
| American Financial Advisors, LLC added | 467,369 | $44M | 1.1% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 453,606 | $42M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 442,685 | $41M | 1.1% | 2026-Q2 |
| Capital Advantage, Inc. trimmed | 431,472 | $40M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 415,574 | $39M | 1.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 366,196 | $34M | 0.9% | 2026-Q2 |
| B & T Capital Management DBA Alpha Capital Management added | 311,596 | $29M | 0.7% | 2026-Q2 |
| Mariner, LLC trimmed | 309,736 | $29M | 0.7% | 2026-Q2 |
| CHOREO, LLC added | 308,892 | $29M | 0.7% | 2026-Q2 |
| WEATHERLY ASSET MANAGEMENT L. P. added | 291,140 | $27M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 280,744 | $26M | 0.7% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 280,585 | $26M | 0.7% | 2026-Q2 |
| Resonant Capital Advisors, LLC trimmed | 267,741 | $25M | 0.6% | 2026-Q2 |
| VeraBank, N.A. trimmed | 256,504 | $24M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 247,488 | $23M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 234,434 | $22M | 0.6% | 2026-Q2 |
| Focused Wealth Management, Inc added | 233,837 | $22M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 213,810 | $20M | 0.5% | 2026-Q2 |
| Compass Financial Group, INC/SD trimmed | 208,540 | $19M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 206,356 | $19M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 205,462 | $19M | 0.5% | 2026-Q2 |
| GEN Financial Management, INC. added | 203,882 | $19M | 0.5% | 2026-Q2 |
| HOWARD FINANCIAL SERVICES, LTD. added | 197,383 | $18M | 0.5% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 193,578 | $18M | 0.5% | 2026-Q2 |
| EASTERN BANK trimmed | 189,602 | $18M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 188,295 | $18M | 0.5% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 183,119 | $17M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 152,517 | $14M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 138,686 | $13M | 0.3% | 2026-Q2 |
| Buttonwood Financial Advisors Inc. added | 136,583 | $13M | 0.3% | 2026-Q2 |
| Human Investing LLC | 136,531 | $12M | 0.3% | 2026-Q2 |
| SWAN Capital LLC added | 134,663 | $13M | 0.3% | 2026-Q2 |
| BAXTER BROS INC added | 129,664 | $12M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 129,548 | $12M | 0.3% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 129,206 | $12M | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 128,156 | $12M | 0.3% | 2026-Q2 |
| DAGCO, INC. trimmed | 125,877 | $12M | 0.3% | 2026-Q2 |
| Silver Lake Advisory, LLC trimmed | 125,809 | $12M | 0.3% | 2026-Q2 |
| Rothschild Wealth LLC added | 125,071 | $12M | 0.3% | 2026-Q2 |
| Revisor Wealth Management LLC added | 119,706 | $11M | 0.3% | 2026-Q2 |
| TILIA FIDUCIARY PARTNERS, INC. trimmed | 119,232 | $11M | 0.3% | 2026-Q2 |
| Kohmann Bosshard Financial Services, LLC added | 118,373 | $11M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 117,873 | $11M | 0.3% | 2026-Q2 |
| Wedmont Private Capital trimmed | 113,919 | $11M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 111,788 | $10M | 0.3% | 2026-Q2 |
| Financial Perspectives, Inc trimmed | 109,719 | $10M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 109,130 | $10M | 0.3% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 108,402 | $10M | 0.3% | 2026-Q2 |
| RTD Financial Advisors, Inc. trimmed | 106,984 | $10M | 0.3% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 106,460 | $10M | 0.3% | 2026-Q2 |
| Keystone Financial Group, Inc. added | 105,057 | $10M | 0.3% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC added | 103,750 | $10M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 102,162 | $10M | 0.2% | 2026-Q2 |
| Madson Wealth Advisors Inc trimmed | 96,283 | $9M | 0.2% | 2026-Q2 |
| Verum Partners LLC added | 96,027 | $9M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 93,350 | $9M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 91,777 | $9M | 0.2% | 2026-Q2 |
| BCGM Wealth Management, LLC added | 91,367 | $9M | 0.2% | 2026-Q2 |
| Clarion Wealth Managment Partners, LLC trimmed | 89,143 | $8M | 0.2% | 2026-Q2 |
| Montecito Bank & Trust added | 87,383 | $8M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 86,949 | $8M | 0.2% | 2026-Q2 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT trimmed | 86,451 | $8M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 86,261 | $8M | 0.2% | 2026-Q2 |
| Ariston Services Group added | 85,423 | $8M | 0.2% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 85,265 | $8M | 0.2% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 83,234 | $8M | 0.2% | 2026-Q2 |
| Concord Wealth Partners trimmed | 81,365 | $8M | 0.2% | 2026-Q2 |
| New England Private Wealth Advisors LLC trimmed | 81,254 | $8M | 0.2% | 2026-Q2 |
| Genesis Wealth Advisors, LLC new | 80,470 | $8M | 0.2% | 2026-Q2 |
| Concord Asset Management, LLC/VA trimmed | 79,916 | $7M | 0.2% | 2026-Q2 |
| Addison Advisors LLC added | 79,461 | $7M | 0.2% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC added | 79,453 | $7M | 0.2% | 2026-Q2 |
| Werba Rubin Papier Wealth Management added | 77,823 | $7M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 77,310 | $7M | 0.2% | 2026-Q2 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC added | 77,161 | $7M | 0.2% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 75,500 | $7M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 75,207 | $7M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 73,105 | $7M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC added | 70,903 | $7M | 0.2% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 69,338 | $6M | 0.2% | 2026-Q2 |
| Tanglewood Wealth Management, Inc. trimmed | 68,858 | $6M | 0.2% | 2026-Q2 |
| PFG Advisors added | 67,975 | $6M | 0.2% | 2026-Q2 |
| VANCE WEALTH, LLC added | 67,596 | $6M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 65,659 | $6M | 0.2% | 2026-Q2 |
| Opus Financial Solutions LLC trimmed | 61,793 | $6M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 61,270 | $6M | 0.1% | 2026-Q2 |
| SWEENEY & MICHEL, LLC trimmed | 59,360 | $6M | 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.