Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

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.

437
Institutional holders
23,006,219
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
VANGUARD ADVISERS INC new4,022,741$289M16.1%2026-Q1
MORGAN STANLEY trimmed1,579,681$113M6.3%2026-Q1
Creative Planning added1,573,042$113M6.3%2026-Q1
Leo Wealth, LLC trimmed693,587$50M2.8%2026-Q1
Harpswell Capital Advisors, LLC573,300$41M2.3%2026-Q1
ROYAL BANK OF CANADA trimmed572,443$41M2.3%2026-Q1
IMA Advisory Services, Inc. trimmed479,476$34M1.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added441,531$32M1.8%2026-Q1
SCS Capital Management LLC trimmed439,043$31M1.8%2026-Q1
Boston Trust Walden Corp added397,426$29M1.6%2026-Q1
Apella Capital, LLC added304,114$24M1.3%2026-Q1
Facet Wealth, Inc. trimmed316,058$23M1.3%2026-Q1
AMERIPRISE FINANCIAL INC added311,819$22M1.2%2026-Q1
Prime Buchholz LLC added287,848$21M1.2%2026-Q1
Sellwood Investment Partners LLC added274,015$20M1.1%2026-Q1
Cerity Partners LLC added257,427$18M1.0%2026-Q1
HighTower Advisors, LLC added248,507$18M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed245,746$18M1.0%2026-Q1
Hanson & Doremus Investment Management added245,569$18M1.0%2026-Q1
UBS Group AG added228,605$16M0.9%2026-Q1
FLOW TRADERS U.S. LLC added217,098$16M0.9%2026-Q1
LifeGuide Financial Advisors, LLC added195,758$14M0.8%2026-Q1
Beacon Pointe Advisors, LLC added194,326$14M0.8%2026-Q1
Mariner, LLC added189,747$14M0.8%2026-Q1
NORTHSTAR ASSET MANAGEMENT INC added184,289$13M0.7%2026-Q1
Baird Financial Group, Inc. added178,164$13M0.7%2026-Q1
Angeles Investment Advisors, LLC added172,608$12M0.7%2026-Q1
SPINNAKER TRUST trimmed164,183$12M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added162,123$12M0.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added167,332$12M0.6%2026-Q1
Charter Oak Capital Management, LLC trimmed157,138$11M0.6%2026-Q1
Stewardship Advisors, LLC added154,047$11M0.6%2026-Q1
LPL Financial LLC added150,006$11M0.6%2026-Q1
OGOREK ANTHONY JOSEPH /NY/ /ADV trimmed154,829$11M0.6%2026-Q1
MISSION WEALTH MANAGEMENT, LP trimmed146,743$11M0.6%2026-Q1
Joel Adams & Associates, Inc. trimmed142,619$10M0.6%2026-Q1
Fiduciary Trust Co trimmed136,703$10M0.5%2026-Q1
ST GERMAIN D J CO INC added133,833$10M0.5%2026-Q1
Financial Connections Group, Inc. added133,556$10M0.5%2026-Q1
Crewe Advisors LLC trimmed132,896$10M0.5%2026-Q1
Orgel Wealth Management, LLC added126,099$9M0.5%2026-Q1
Garde Capital, Inc. added125,484$9M0.5%2026-Q1
Diversified Portfolios, Inc. trimmed119,320$9M0.5%2026-Q1
GOLDMAN SACHS GROUP INC added115,474$8M0.5%2026-Q1
EVOKE WEALTH, LLC added114,262$8M0.5%2026-Q1
Composition Wealth, LLC trimmed104,182$7M0.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added95,911$7M0.4%2026-Q1
Farrell Financial LLC added93,324$7M0.4%2026-Q1
Cetera Investment Advisers trimmed88,739$6M0.4%2026-Q1
TWIN FOCUS CAPITAL PARTNERS, LLC added88,116$6M0.4%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed87,297$6M0.3%2026-Q1
Sanchez Levi Garrett new87,132$6M0.3%2026-Q1
Focus Partners Wealth added85,084$6M0.3%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed83,687$6M0.3%2026-Q1
Advisory Services Network, LLC trimmed83,584$6M0.3%2026-Q1
US BANCORP \DE\82,589$6M0.3%2026-Q1
Quent Capital, LLC trimmed80,678$6M0.3%2026-Q1
Human Investing LLC added79,375$6M0.3%2026-Q1
White Lighthouse Investment Management Inc. added77,992$6M0.3%2026-Q1
Cresset Asset Management, LLC added75,646$5M0.3%2026-Q1
Bank of New York Mellon Corp added70,404$5M0.3%2026-Q1
New Covenant Trust Company, N.A. added69,465$5M0.3%2026-Q1
AMG National Trust Bank added66,008$5M0.3%2026-Q1
JANE STREET GROUP, LLC trimmed65,168$5M0.3%2026-Q1
Westfuller Advisors, LLC trimmed64,458$5M0.3%2026-Q1
DeDora Capital, Inc. added62,833$5M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed62,186$4M0.2%2026-Q1
ORSER CAPITAL MANAGEMENT, LLC added61,080$4M0.2%2026-Q1
Fund Evaluation Group, LLC trimmed60,337$4M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed59,652$4M0.2%2026-Q1
BLUESTEM FINANCIAL ADVISORS, LLC added58,666$4M0.2%2026-Q1
Koss-Olinger Consulting, LLC added57,831$4M0.2%2026-Q1
BROWN ADVISORY INC added52,817$4M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added51,868$4M0.2%2026-Q1
Corient Private Wealth LLC trimmed49,568$4M0.2%2026-Q1
Ledyard National Bank added47,484$3M0.2%2026-Q1
Bear Mountain Capital, Inc. added42,826$3M0.2%2026-Q1
Balanced Rock Investment Advisors LLC trimmed45,332$3M0.2%2026-Q1
Wealthfront Advisers LLC added44,270$3M0.2%2026-Q1
LFA - Lugano Financial Advisors SA added44,263$3M0.2%2026-Q1
Pathstone Holdings, LLC added43,900$3M0.2%2026-Q1
Boston Standard Wealth Management, LLC trimmed43,214$3M0.2%2026-Q1
Sequoia Financial Advisors, LLC added43,697$3M0.2%2026-Q1
Brooklyn FI, LLC added43,224$3M0.2%2026-Q1
Silver Oak Advisory Group, Inc. trimmed42,088$3M0.2%2026-Q1
Carr Financial Group Corp added41,988$3M0.2%2026-Q1
BFSG, LLC41,538$3M0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added41,302$3M0.2%2026-Q1
DAVIS R M INC trimmed39,983$3M0.2%2026-Q1
Haverford Trust Co trimmed39,068$3M0.2%2026-Q1
Olde Wealth Management, LLC trimmed36,690$3M0.1%2026-Q1
Paragon Capital Management Ltd added36,384$3M0.1%2026-Q1
Vanguard National Trust Co new35,061$3M0.1%2026-Q1
VANGUARD GROUP INC added3,931,848$282M15.7%2025-Q4 stale
PARTNERS CAPITAL INVESTMENT GROUP, LLP added398,892$24M1.3%2025-Q1 stale
SageView Advisory Group, LLC trimmed120,539$9M0.5%2025-Q4 stale
O'Brien Wealth Partners LLC trimmed89,713$6M0.4%2025-Q4 stale
Quent Long Short Global Small Cap Fund, LP new81,817$6M0.3%2025-Q4 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP added70,549$5M0.3%2025-Q2 stale
CITADEL ADVISORS LLC added44,769$3M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership