Who owns 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-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
The tracked-fund tape on VSGX is one-sided between 2026-Q1 and 2026-Q2: 131 added or opened and 28 trimmed or exited — on balance accumulating.
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 1.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.9pp 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 2026-Q1 and 2026-Q2, across 456 tracked filers holding VSGX, 256 increased or opened the position and 168 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 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 16
- KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje$76M
- Evelyn Partners Group Ltd$30M
- TIAA TRUST, NATIONAL ASSOCIATION$10M
- Leith Wheeler Investment Counsel Ltd.$9M
- Promethos Capital, LLC$6M
- CGC Financial Services, LLC$4M
Full exits 25
- Leo Wealth, LLC$50M
- HighTower Advisors, LLC$18M
- Hanson & Doremus Investment Management$18M
- FLOW TRADERS U.S. LLC$16M
- Charter Oak Capital Management, LLC$11M
- OGOREK ANTHONY JOSEPH /NY/ /ADV$11M
Largest adds
- VANGUARD ADVISERS INC$51M
- MORGAN STANLEY$20M
- Creative Planning$19M
- MERCER GLOBAL ADVISORS INC /ADV$12M
- ROYAL BANK OF CANADA$10M
- MAI Capital Management$10M
Largest trims
- Stewardship Advisors, LLC$3M
- Addison Advisors LLC$378K
- FLPUTNAM INVESTMENT MANAGEMENT CO$271K
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC added | 4,128,548 | $340M | 19.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,620,723 | $133M | 7.7% | 2026-Q2 |
| Creative Planning added | 1,598,757 | $132M | 7.6% | 2026-Q2 |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje new | 927,845 | $76M | 4.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 616,353 | $51M | 2.9% | 2026-Q2 |
| Harpswell Capital Advisors, LLC trimmed | 571,525 | $47M | 2.7% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 483,384 | $40M | 2.3% | 2026-Q2 |
| Boston Trust Walden Corp added | 460,280 | $38M | 2.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 455,867 | $38M | 2.2% | 2026-Q2 |
| SCS Capital Management LLC trimmed | 432,269 | $36M | 2.0% | 2026-Q2 |
| Prime Buchholz LLC added | 318,254 | $26M | 1.5% | 2026-Q2 |
| Facet Wealth, Inc. trimmed | 313,891 | $26M | 1.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 311,309 | $26M | 1.5% | 2026-Q2 |
| Apella Capital, LLC added | 305,254 | $25M | 1.4% | 2026-Q2 |
| Cerity Partners LLC added | 268,473 | $22M | 1.3% | 2026-Q2 |
| Sellwood Investment Partners LLC trimmed | 257,549 | $21M | 1.2% | 2026-Q2 |
| NORTHSTAR ASSET MANAGEMENT INC added | 244,109 | $20M | 1.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 243,546 | $20M | 1.2% | 2026-Q2 |
| UBS Group AG added | 235,260 | $19M | 1.1% | 2026-Q2 |
| Angeles Investment Advisors, LLC added | 234,590 | $19M | 1.1% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 226,203 | $30M | 1.7% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 221,149 | $18M | 1.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 220,509 | $18M | 1.0% | 2026-Q2 |
| LifeGuide Financial Advisors, LLC added | 200,730 | $17M | 1.0% | 2026-Q2 |
| Mariner, LLC added | 200,454 | $17M | 0.9% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 195,053 | $16M | 0.9% | 2026-Q2 |
| Baird Financial Group, Inc. added | 190,573 | $16M | 0.9% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 169,253 | $14M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 164,872 | $14M | 0.8% | 2026-Q2 |
| SPINNAKER TRUST trimmed | 156,368 | $13M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 153,237 | $13M | 0.7% | 2026-Q2 |
| Joel Adams & Associates, Inc. added | 144,564 | $12M | 0.7% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 135,607 | $11M | 0.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 134,564 | $11M | 0.6% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 134,393 | $11M | 0.6% | 2026-Q2 |
| Crewe Advisors LLC trimmed | 132,891 | $11M | 0.6% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 124,727 | $10M | 0.6% | 2026-Q2 |
| SageView Advisory Group, LLC added | 123,020 | $10M | 0.6% | 2026-Q2 |
| MAI Capital Management added | 120,424 | $10M | 0.6% | 2026-Q2 |
| Garde Capital, Inc. trimmed | 120,137 | $10M | 0.6% | 2026-Q2 |
| TIAA TRUST, NATIONAL ASSOCIATION added | 119,742 | $10M | 0.6% | 2026-Q2 |
| Leith Wheeler Investment Counsel Ltd. new | 110,347 | $9M | 0.5% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 105,950 | $9M | 0.5% | 2026-Q2 |
| Composition Wealth, LLC added | 104,488 | $9M | 0.5% | 2026-Q2 |
| Stewardship Advisors, LLC trimmed | 103,016 | $8M | 0.5% | 2026-Q2 |
| Farrell Financial LLC added | 95,680 | $8M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 95,256 | $8M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 92,093 | $8M | 0.4% | 2026-Q2 |
| Sanchez Levi Garrett added | 91,904 | $8M | 0.4% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC added | 88,137 | $7M | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 86,226 | $7M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 85,820 | $7M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ | 82,589 | $7M | 0.4% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed | 82,246 | $7M | 0.4% | 2026-Q2 |
| Westfuller Advisors, LLC added | 80,589 | $7M | 0.4% | 2026-Q2 |
| Quent Capital, LLC trimmed | 80,154 | $7M | 0.4% | 2026-Q2 |
| White Lighthouse Investment Management Inc. added | 80,017 | $7M | 0.4% | 2026-Q2 |
| Human Investing LLC | 79,375 | $6M | 0.3% | 2026-Q2 |
| Promethos Capital, LLC new | 76,387 | $6M | 0.4% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 75,557 | $6M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 71,869 | $6M | 0.3% | 2026-Q2 |
| DeDora Capital, Inc. added | 69,688 | $6M | 0.3% | 2026-Q2 |
| New Covenant Trust Company, N.A. trimmed | 69,287 | $6M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 68,059 | $6M | 0.3% | 2026-Q2 |
| ORSER CAPITAL MANAGEMENT, LLC added | 61,805 | $5M | 0.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 61,377 | $5M | 0.3% | 2026-Q2 |
| Fund Evaluation Group, LLC added | 61,277 | $5M | 0.3% | 2026-Q2 |
| AMG National Trust Bank trimmed | 61,124 | $5M | 0.3% | 2026-Q2 |
| BLUESTEM FINANCIAL ADVISORS, LLC added | 60,742 | $5M | 0.3% | 2026-Q2 |
| Koss-Olinger Consulting, LLC added | 58,316 | $5M | 0.3% | 2026-Q2 |
| FFT WEALTH MANAGEMENT LLC added | 54,924 | $4M | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC added | 53,483 | $4M | 0.3% | 2026-Q2 |
| LFA - Lugano Financial Advisors SA added | 52,553 | $4M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 51,141 | $4M | 0.2% | 2026-Q2 |
| Carr Financial Group Corp added | 50,200 | $4M | 0.2% | 2026-Q2 |
| Ballentine Partners, LLC added | 50,166 | $4M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 48,816 | $4M | 0.2% | 2026-Q2 |
| CGC Financial Services, LLC new | 46,915 | $4M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 46,910 | $4M | 0.2% | 2026-Q2 |
| Ledyard National Bank trimmed | 43,914 | $4M | 0.2% | 2026-Q2 |
| Balanced Rock Investment Advisors LLC trimmed | 43,732 | $4M | 0.2% | 2026-Q2 |
| Bear Mountain Capital, Inc. added | 43,553 | $4M | 0.2% | 2026-Q2 |
| Boston Standard Wealth Management, LLC trimmed | 42,746 | $3M | 0.2% | 2026-Q2 |
| CIBC Bancorp USA Inc. new | 42,419 | $3M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 42,218 | $3M | 0.2% | 2026-Q2 |
| BFSG, LLC | 41,538 | $3M | 0.2% | 2026-Q2 |
| RAFFA WEALTH MANAGEMENT, LLC added | 41,193 | $3M | 0.2% | 2026-Q2 |
| DAVIS R M INC added | 40,262 | $3M | 0.2% | 2026-Q2 |
| Paragon Capital Management Ltd added | 39,219 | $3M | 0.2% | 2026-Q2 |
| Haverford Trust Co added | 39,191 | $3M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 36,776 | $3M | 0.2% | 2026-Q2 |
| FMR LLC added | 36,506 | $3M | 0.2% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 36,491 | $3M | 0.2% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 36,402 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 35,653 | $3M | 0.2% | 2026-Q2 |
| Vanguard National Trust Co added | 35,583 | $3M | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 33,745 | $3M | 0.2% | 2026-Q2 |
| HEADINVEST, LLC added | 32,529 | $3M | 0.2% | 2026-Q2 |
| Prospera Capital Management, LLC new | 32,087 | $3M | 0.2% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 31,981 | $3M | 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.