Who owns VSGX (VSGX)
Which tracked institutional funds hold VSGX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VSGX 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
47 tracked funds added or opened VSGX while 31 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
VSGX’s largest tracked holder by dollar value, VANGUARD ADVISERS INC, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in VSGX 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 437 tracked filers holding VSGX, 222 increased or opened the position and 159 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 VSGX 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 9
- VANGUARD ADVISERS INC$289M
- Sanchez Levi Garrett$6M
- Vanguard National Trust Co$3M
- FFT WEALTH MANAGEMENT LLC$2M
- Dorsey & Whitney Trust CO LLC$2M
- BARINGS LLC$1M
Full exits 6
- VANGUARD GROUP INC$282M
- SageView Advisory Group, LLC$9M
- O'Brien Wealth Partners LLC$6M
- Quent Long Short Global Small Cap Fund, LP$6M
- Quadrature Capital Ltd$1M
- Fiduciary Wealth Partners, LLC$914K
Largest adds
- Apella Capital, LLC$13M
- Creative Planning$13M
- FLOW TRADERS U.S. LLC$9M
- HighTower Advisors, LLC$7M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- NORTHSTAR ASSET MANAGEMENT INC$5M
Largest trims
- Refined Wealth Management$16M
- JANE STREET GROUP, LLC$13M
- Leo Wealth, LLC$11M
- MORGAN STANLEY$3M
- Ervin Investment Management, LLC$2M
- Fund Evaluation Group, LLC$2M
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC new | 4,022,741 | $289M | 16.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,579,681 | $113M | 6.3% | 2026-Q1 |
| Creative Planning added | 1,573,042 | $113M | 6.3% | 2026-Q1 |
| Leo Wealth, LLC trimmed | 693,587 | $50M | 2.8% | 2026-Q1 |
| Harpswell Capital Advisors, LLC | 573,300 | $41M | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 572,443 | $41M | 2.3% | 2026-Q1 |
| IMA Advisory Services, Inc. trimmed | 479,476 | $34M | 1.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 441,531 | $32M | 1.8% | 2026-Q1 |
| SCS Capital Management LLC trimmed | 439,043 | $31M | 1.8% | 2026-Q1 |
| Boston Trust Walden Corp added | 397,426 | $29M | 1.6% | 2026-Q1 |
| Apella Capital, LLC added | 304,114 | $24M | 1.3% | 2026-Q1 |
| Facet Wealth, Inc. trimmed | 316,058 | $23M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 311,819 | $22M | 1.2% | 2026-Q1 |
| Prime Buchholz LLC added | 287,848 | $21M | 1.2% | 2026-Q1 |
| Sellwood Investment Partners LLC added | 274,015 | $20M | 1.1% | 2026-Q1 |
| Cerity Partners LLC added | 257,427 | $18M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 248,507 | $18M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 245,746 | $18M | 1.0% | 2026-Q1 |
| Hanson & Doremus Investment Management added | 245,569 | $18M | 1.0% | 2026-Q1 |
| UBS Group AG added | 228,605 | $16M | 0.9% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 217,098 | $16M | 0.9% | 2026-Q1 |
| LifeGuide Financial Advisors, LLC added | 195,758 | $14M | 0.8% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 194,326 | $14M | 0.8% | 2026-Q1 |
| Mariner, LLC added | 189,747 | $14M | 0.8% | 2026-Q1 |
| NORTHSTAR ASSET MANAGEMENT INC added | 184,289 | $13M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 178,164 | $13M | 0.7% | 2026-Q1 |
| Angeles Investment Advisors, LLC added | 172,608 | $12M | 0.7% | 2026-Q1 |
| SPINNAKER TRUST trimmed | 164,183 | $12M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 162,123 | $12M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 167,332 | $12M | 0.6% | 2026-Q1 |
| Charter Oak Capital Management, LLC trimmed | 157,138 | $11M | 0.6% | 2026-Q1 |
| Stewardship Advisors, LLC added | 154,047 | $11M | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 150,006 | $11M | 0.6% | 2026-Q1 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV trimmed | 154,829 | $11M | 0.6% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 146,743 | $11M | 0.6% | 2026-Q1 |
| Joel Adams & Associates, Inc. trimmed | 142,619 | $10M | 0.6% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 136,703 | $10M | 0.5% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 133,833 | $10M | 0.5% | 2026-Q1 |
| Financial Connections Group, Inc. added | 133,556 | $10M | 0.5% | 2026-Q1 |
| Crewe Advisors LLC trimmed | 132,896 | $10M | 0.5% | 2026-Q1 |
| Orgel Wealth Management, LLC added | 126,099 | $9M | 0.5% | 2026-Q1 |
| Garde Capital, Inc. added | 125,484 | $9M | 0.5% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 119,320 | $9M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 115,474 | $8M | 0.5% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 114,262 | $8M | 0.5% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 104,182 | $7M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 95,911 | $7M | 0.4% | 2026-Q1 |
| Farrell Financial LLC added | 93,324 | $7M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 88,739 | $6M | 0.4% | 2026-Q1 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 88,116 | $6M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 87,297 | $6M | 0.3% | 2026-Q1 |
| Sanchez Levi Garrett new | 87,132 | $6M | 0.3% | 2026-Q1 |
| Focus Partners Wealth added | 85,084 | $6M | 0.3% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 83,687 | $6M | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 83,584 | $6M | 0.3% | 2026-Q1 |
| US BANCORP \DE\ | 82,589 | $6M | 0.3% | 2026-Q1 |
| Quent Capital, LLC trimmed | 80,678 | $6M | 0.3% | 2026-Q1 |
| Human Investing LLC added | 79,375 | $6M | 0.3% | 2026-Q1 |
| White Lighthouse Investment Management Inc. added | 77,992 | $6M | 0.3% | 2026-Q1 |
| Cresset Asset Management, LLC added | 75,646 | $5M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 70,404 | $5M | 0.3% | 2026-Q1 |
| New Covenant Trust Company, N.A. added | 69,465 | $5M | 0.3% | 2026-Q1 |
| AMG National Trust Bank added | 66,008 | $5M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 65,168 | $5M | 0.3% | 2026-Q1 |
| Westfuller Advisors, LLC trimmed | 64,458 | $5M | 0.3% | 2026-Q1 |
| DeDora Capital, Inc. added | 62,833 | $5M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 62,186 | $4M | 0.2% | 2026-Q1 |
| ORSER CAPITAL MANAGEMENT, LLC added | 61,080 | $4M | 0.2% | 2026-Q1 |
| Fund Evaluation Group, LLC trimmed | 60,337 | $4M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 59,652 | $4M | 0.2% | 2026-Q1 |
| BLUESTEM FINANCIAL ADVISORS, LLC added | 58,666 | $4M | 0.2% | 2026-Q1 |
| Koss-Olinger Consulting, LLC added | 57,831 | $4M | 0.2% | 2026-Q1 |
| BROWN ADVISORY INC added | 52,817 | $4M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 51,868 | $4M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 49,568 | $4M | 0.2% | 2026-Q1 |
| Ledyard National Bank added | 47,484 | $3M | 0.2% | 2026-Q1 |
| Bear Mountain Capital, Inc. added | 42,826 | $3M | 0.2% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC trimmed | 45,332 | $3M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC added | 44,270 | $3M | 0.2% | 2026-Q1 |
| LFA - Lugano Financial Advisors SA added | 44,263 | $3M | 0.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 43,900 | $3M | 0.2% | 2026-Q1 |
| Boston Standard Wealth Management, LLC trimmed | 43,214 | $3M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 43,697 | $3M | 0.2% | 2026-Q1 |
| Brooklyn FI, LLC added | 43,224 | $3M | 0.2% | 2026-Q1 |
| Silver Oak Advisory Group, Inc. trimmed | 42,088 | $3M | 0.2% | 2026-Q1 |
| Carr Financial Group Corp added | 41,988 | $3M | 0.2% | 2026-Q1 |
| BFSG, LLC | 41,538 | $3M | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 41,302 | $3M | 0.2% | 2026-Q1 |
| DAVIS R M INC trimmed | 39,983 | $3M | 0.2% | 2026-Q1 |
| Haverford Trust Co trimmed | 39,068 | $3M | 0.2% | 2026-Q1 |
| Olde Wealth Management, LLC trimmed | 36,690 | $3M | 0.1% | 2026-Q1 |
| Paragon Capital Management Ltd added | 36,384 | $3M | 0.1% | 2026-Q1 |
| Vanguard National Trust Co new | 35,061 | $3M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,931,848 | $282M | 15.7% | 2025-Q4 stale |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 398,892 | $24M | 1.3% | 2025-Q1 stale |
| SageView Advisory Group, LLC trimmed | 120,539 | $9M | 0.5% | 2025-Q4 stale |
| O'Brien Wealth Partners LLC trimmed | 89,713 | $6M | 0.4% | 2025-Q4 stale |
| Quent Long Short Global Small Cap Fund, LP new | 81,817 | $6M | 0.3% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 70,549 | $5M | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 44,769 | $3M | 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.