Who owns VIGI (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-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
70 tracked funds added or opened VIGI while 127 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
VIGI’s largest tracked holder by dollar value, EP Wealth Advisors, LLC, sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 2.7pp 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 2025-Q4 and 2026-Q1, across 587 tracked filers holding VIGI, 298 increased or opened the position and 246 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 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 18
- FLOW TRADERS U.S. LLC$25M
- Madson Wealth Advisors Inc$9M
- Apella Capital, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- CITADEL ADVISORS LLC$4M
- Independent Advisor Alliance$3M
Full exits 26
- NewEdge Advisors, LLC$33M
- Nan Shan Life Insurance Co., Ltd.$13M
- IFG Advisory, LLC$6M
- PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$5M
- Select Asset Management & Trust$5M
- Oak Root LLC$4M
Largest adds
- EP Wealth Advisors, LLC$43M
- JANE STREET GROUP, LLC$38M
- JONES FINANCIAL COMPANIES LLLP$21M
- Baird Financial Group, Inc.$11M
- PEAPACK GLADSTONE FINANCIAL CORP$8M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
Largest trims
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$181M
- CITIGROUP INC$132M
- Parcion Private Wealth LLC$108M
- Bank of New York Mellon Corp$71M
- ESL Trust Services, LLC$48M
- Cresset Asset Management, LLC$26M
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 |
|---|---|---|---|---|
| EP Wealth Advisors, LLC added | 7,239,592 | $640M | 16.4% | 2026-Q1 |
| MORGAN STANLEY added | 6,963,462 | $616M | 15.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,296,753 | $292M | 7.5% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 2,308,799 | $204M | 5.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,631,663 | $139M | 3.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,406,466 | $124M | 3.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,027,578 | $91M | 2.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,013,134 | $90M | 2.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 803,093 | $71M | 1.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 800,110 | $71M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 789,822 | $70M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 687,632 | $61M | 1.6% | 2026-Q1 |
| UBS Group AG added | 667,359 | $59M | 1.5% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 642,938 | $57M | 1.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 471,504 | $42M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers added | 462,280 | $41M | 1.1% | 2026-Q1 |
| American Financial Advisors, LLC trimmed | 453,226 | $40M | 1.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 447,397 | $40M | 1.0% | 2026-Q1 |
| Capital Advantage, Inc. added | 435,687 | $39M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 364,686 | $32M | 0.8% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 336,117 | $30M | 0.8% | 2026-Q1 |
| Mariner, LLC added | 312,779 | $28M | 0.7% | 2026-Q1 |
| Ackerman Capital Advisors, LLC trimmed | 310,912 | $28M | 0.7% | 2026-Q1 |
| B & T Capital Management DBA Alpha Capital Management added | 308,271 | $27M | 0.7% | 2026-Q1 |
| CHOREO, LLC added | 306,211 | $27M | 0.7% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 285,999 | $25M | 0.6% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 284,860 | $25M | 0.6% | 2026-Q1 |
| WEATHERLY ASSET MANAGEMENT L. P. added | 284,123 | $25M | 0.6% | 2026-Q1 |
| VeraBank, N.A. added | 273,590 | $24M | 0.6% | 2026-Q1 |
| Resonant Capital Advisors, LLC trimmed | 270,407 | $24M | 0.6% | 2026-Q1 |
| Navalign, LLC added | 258,797 | $23M | 0.6% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 243,367 | $22M | 0.6% | 2026-Q1 |
| Focused Wealth Management, Inc added | 232,500 | $21M | 0.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 219,914 | $19M | 0.5% | 2026-Q1 |
| EASTERN BANK trimmed | 212,032 | $19M | 0.5% | 2026-Q1 |
| Compass Financial Group, INC/SD added | 211,094 | $19M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 208,525 | $18M | 0.5% | 2026-Q1 |
| GEN Financial Management, INC. added | 202,792 | $18M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 200,087 | $18M | 0.5% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 190,877 | $17M | 0.4% | 2026-Q1 |
| HOWARD FINANCIAL SERVICES, LTD. added | 186,482 | $16M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 186,248 | $16M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 184,951 | $16M | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 154,232 | $14M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 150,539 | $13M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 149,611 | $13M | 0.3% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 141,661 | $13M | 0.3% | 2026-Q1 |
| DAGCO, INC. added | 139,728 | $12M | 0.3% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 137,557 | $12M | 0.3% | 2026-Q1 |
| Human Investing LLC added | 136,531 | $12M | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 135,479 | $12M | 0.3% | 2026-Q1 |
| Wedmont Private Capital trimmed | 127,708 | $12M | 0.3% | 2026-Q1 |
| Buttonwood Financial Advisors Inc. added | 127,170 | $11M | 0.3% | 2026-Q1 |
| Silver Lake Advisory, LLC added | 127,017 | $11M | 0.3% | 2026-Q1 |
| TILIA FIDUCIARY PARTNERS, INC. added | 125,318 | $11M | 0.3% | 2026-Q1 |
| Landmark Wealth Management, LLC added | 125,044 | $11M | 0.3% | 2026-Q1 |
| Rothschild Wealth LLC added | 122,747 | $11M | 0.3% | 2026-Q1 |
| SWAN Capital LLC added | 121,164 | $11M | 0.3% | 2026-Q1 |
| Betterment LLC trimmed | 120,831 | $11M | 0.3% | 2026-Q1 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT trimmed | 120,568 | $11M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 117,502 | $10M | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 117,040 | $10M | 0.3% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 115,115 | $10M | 0.3% | 2026-Q1 |
| Kohmann Bosshard Financial Services, LLC added | 114,177 | $10M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 113,269 | $10M | 0.3% | 2026-Q1 |
| Financial Perspectives, Inc added | 110,433 | $10M | 0.3% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 109,558 | $10M | 0.2% | 2026-Q1 |
| Revisor Wealth Management LLC trimmed | 108,412 | $10M | 0.2% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 107,556 | $10M | 0.2% | 2026-Q1 |
| BAXTER BROS INC added | 106,612 | $9M | 0.2% | 2026-Q1 |
| Keystone Financial Group, Inc. added | 102,741 | $9M | 0.2% | 2026-Q1 |
| Clarion Wealth Managment Partners, LLC trimmed | 100,764 | $9M | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 100,483 | $9M | 0.2% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 97,248 | $9M | 0.2% | 2026-Q1 |
| Madson Wealth Advisors Inc new | 96,543 | $9M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 96,507 | $9M | 0.2% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 96,068 | $8M | 0.2% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 96,002 | $8M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 92,885 | $8M | 0.2% | 2026-Q1 |
| BCGM Wealth Management, LLC added | 88,444 | $8M | 0.2% | 2026-Q1 |
| Montecito Bank & Trust trimmed | 87,282 | $8M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 86,901 | $8M | 0.2% | 2026-Q1 |
| Ariston Services Group trimmed | 0 | $8M | 0.2% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 84,809 | $8M | 0.2% | 2026-Q1 |
| New England Private Wealth Advisors LLC added | 83,654 | $7M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 83,606 | $7M | 0.2% | 2026-Q1 |
| Verum Partners LLC added | 82,170 | $7M | 0.2% | 2026-Q1 |
| Concord Wealth Partners added | 81,887 | $7M | 0.2% | 2026-Q1 |
| Allworth Financial LP trimmed | 81,294 | $7M | 0.2% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 80,707 | $7M | 0.2% | 2026-Q1 |
| Concord Asset Management, LLC/VA added | 80,495 | $7M | 0.2% | 2026-Q1 |
| Apella Capital, LLC new | 74,397 | $7M | 0.2% | 2026-Q1 |
| Gotham Asset Management, LLC added | 78,691 | $7M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC added | 357,708 | $33M | 0.8% | 2025-Q4 stale |
| Nan Shan Life Insurance Co., Ltd. | 137,180 | $13M | 0.3% | 2025-Q4 stale |
| Perritt Capital Management Inc added | 116,495 | $10M | 0.3% | 2025-Q3 stale |
| Elios Financial Group Inc. trimmed | 112,365 | $10M | 0.3% | 2025-Q2 stale |
| Employees' Retirement Fund of the City of Fort Worth new | 100,000 | $9M | 0.2% | 2025-Q3 stale |
| OAK HILL WEALTH ADVISORS, LLC added | 82,383 | $7M | 0.2% | 2025-Q3 stale |
| Kathleen S. Wright Associates Inc. added | 79,851 | $7M | 0.2% | 2025-Q3 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.