Among active 13F managers last quarter, 7 added and 3 reduced; the largest holder to move was Shaker Financial Services, LLC (+7.5%).
32 tracked 13F filers disclose a position in VGI as of the latest SEC 13F filings, a combined $16.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 336K | $2.5M | ▲+7.0% Added · +22K sh | Q1 2026 | |
| 2 | Morgan Stanley | 308K | $2.3M | ▲+15% Added · +39K sh | Q1 2026 | |
| 3 | Shaker Financial Services, LLC | 215K | $1.6M | ▲+7.5% Added · +15K sh | Q2 2026 | |
| 4 | CoreCap Advisors, LLC | 170K | $1.3M | ▲+16% Added · +24K sh | Q1 2026 | |
| 5 | Raymond James Financial Inc | 163K | $1.2M | ▲+4.9% Added · +8K sh | Q1 2026 | |
| 6 | Fiera Capital Corp | 155K | $1.2M | ▲+2.8% Added · +4K sh | Q2 2026 | |
| 7 | Stifel Financial Corp | 119K | $877K | ▼~0% Reduced · −42 sh | Q1 2026 | |
| 8 | NewEdge Advisors, LLC | 116K | $873K | ▼−0.1% Reduced · −115 sh | Q2 2026 | |
| 9 | 1607 Capital Partners, LLC | 82K | $614K | ▼−34% Reduced · −42K sh | Q2 2026 | |
| 10 | Stephens Inc | 79K | $594K | ▲+5.4% Added · +4K sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 64K | $474K | ▼−17% Reduced · −13K sh | Q1 2026 | |
| 12 | Total Wealth Planning & Management, Inc. | 47K | $352K | ▲+3.5% Added · +2K sh | Q2 2026 | |
| 13 | Wells Fargo & Company | 46K | $336K | ▲+24% Added · +9K sh | Q1 2026 | |
| 14 | SeaCrest Wealth Management, LLC | 39K | $293K | ▼−15% Reduced · −7K sh | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | 39K | $290K | ▼−4.8% Reduced · −2K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | 26K | $193K | ▼−16% Reduced · −5K sh | Q1 2026 | |
| 17 | Founders Financial Alliance, LLC | 24K | $183K | ▼−0.2% Reduced · −44 sh | Q2 2026 | |
| 18 | Worth Asset Management, LLC | 24K | $183K | ▼−25% Reduced · −8K sh | Q2 2026 | |
| 19 | UBS Group AG | 19K | $141K | ▲+0.8% Added · +157 sh | Q1 2026 | |
| 20 | Van Diest Capital, LLC | 19K | $139K | ▲+2.8% Added · +502 sh | Q2 2026 | |
| 21 | Kovack Advisors, Inc. | 18K | $135K | ▲+17% Added · +3K sh | Q2 2026 | |
| 22 | Royal Bank Of Canada | 14K | $102K | ▼−9.8% Reduced · −2K sh | Q1 2026 | |
| 23 | HighTower Advisors, LLC | 13K | $99K | —Held | Q1 2026 | |
| 24 | Kestra Private Wealth Services, LLC | 12K | $92K | ▼−20% Reduced · −3K sh | Q2 2026 | |
| 25 | Closed-End Fund Advisors, Inc. | 12K | $86K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 7 funds added to an existing position in VGI, while 3 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 10 funds | $1.3B |
| Invesco QQQ Trust Series 1QQQ | 10 funds | $1.0B |
| Vanguard S&P 500 ETFVOO | 10 funds | $546.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $407.6M |
| Eli Lilly & CoLLY | 10 funds | $177.7M |
| Vanguard Ftse Developed ETFVEA | 10 funds | $157.8M |
| Cisco Systems IncCSCO | 10 funds | $92.4M |
| Alphabet Inc-CL AGOOGL | 9 funds | $1.9B |
| Amazon.com IncAMZN | 9 funds | $996.4M |
| Apple IncAAPL | 9 funds | $807.3M |
| Johnson & JohnsonJNJ | 9 funds | $578.3M |
| Broadcom IncAVGO | 9 funds | $334.5M |
Ranked by how many of VGI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VGI.
Connected entities for VGI
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VGI/capital-change-brief"
Use Arkolith's capital_change_brief for VGI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VGI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.