84 tracked 13F filers disclose a position in VGSR as of the latest SEC 13F filings, a combined $367.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | $126.0M | 11.1M | ▼−13% Reduced · −1.6M sh | Q2 2026 | |
| 2 | BRIGHTON JONES LLC | $44.0M | 3.9M | ▲+5.3% Added · +194K sh | Q2 2026 | |
| 3 | Focus Partners Wealth | $37.2M | 3.5M | ▼−3.4% Reduced · −123K sh | Q1 2026 | |
| 4 | First Pacific Financial | $17.3M | 1.5M | ▲+0.5% Added · +7K sh | Q2 2026 | |
| 5 | FMR LLC | $15.6M | 1.5M | ▲+11% Added · +144K sh | Q1 2026 | |
| 6 | Forum Financial Management, LP | $15.4M | 1.4M | ▲+2.3% Added · +30K sh | Q2 2026 | |
| 7 | Savant Capital, LLC | $12.3M | 1.1M | ▲+122% Added · +616K sh | Q2 2026 | |
| 8 | PFG Investments, LLC | $9.5M | 919K | ▲+0.8% Added · +8K sh | Q1 2026 | |
| 9 | SOA Wealth Advisors, LLC. | $7.1M | 626K | ▲+16% Added · +86K sh | Q2 2026 | |
| 10 | WCG Wealth Advisors LLC | $5.6M | 546K | ▲+2.4% Added · +13K sh | Q1 2026 | |
| 11 | MASECO LLP | $6.0M | 527K | ▲+5.2% Added · +26K sh | Q2 2026 | |
| 12 | MISSION WEALTH MANAGEMENT, LP | $5.7M | 496K | ▼−21% Reduced · −136K sh | Q2 2026 | |
| 13 | North Berkeley Wealth Management, LLC | $5.2M | 456K | ▼−4.9% Reduced · −24K sh | Q2 2026 | |
| 14 | Sand Hill Global Advisors, LLC | $4.6M | 405K | ▲+2.0% Added · +8K sh | Q2 2026 | |
| 15 | EP Wealth Advisors, LLC | $4.2M | 368K | ▲+0.9% Added · +3K sh | Q2 2026 | |
| 16 | Envestnet Portfolio Solutions, Inc. | $3.8M | 334K | ▲+0.8% Added · +3K sh | Q2 2026 | |
| 17 | HighTower Advisors, LLC | $3.4M | 334K | ▼−4.1% Reduced · −14K sh | Q1 2026 | |
| 18 | Focus Advisor Solutions, LLC | $3.6M | 317K | ▼−9.7% Reduced · −34K sh | Q2 2026 | |
| 19 | Koss-Olinger Consulting, LLC | $3.1M | 304K | ▼−13% Reduced · −46K sh | Q1 2025 | |
| 20 | Meritas Wealth Management, LLC | $3.0M | 261K | ▲+16% Added · +36K sh | Q2 2026 | |
| 21 | Allodium Investment Consultants, LLC | $2.9M | 258K | ▲+6.0% Added · +15K sh | Q2 2026 | |
| 22 | Beacon Pointe Advisors, LLC | $2.8M | 249K | ▲+0.2% Added · +614 sh | Q2 2026 | |
| 23 | Balanced Rock Investment Advisors LLC | $2.6M | 240K | ▲+4.1% Added · +9K sh | Q3 2025 | |
| 24 | RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | $2.6M | 231K | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 25 | Perigon Wealth Management, LLC | $2.5M | 216K | ▼−0.2% Reduced · −519 sh | 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, 2 funds opened a new position in VGSR and 20 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 40 funds | $9.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $2.3B |
| NVIDIA CORPNVDA | 38 funds | $11.4B |
| MICROSOFT CORPMSFT | 38 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 38 funds | $4.1B |
| ALPHABET INC-CL CGOOG | 38 funds | $3.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 36 funds | $2.7B |
| COSTCO WHOLESALE CORPCOST | 36 funds | $1.9B |
| ELI LILLY & COLLY | 36 funds | $1.8B |
| JPMORGAN CHASE & COJPM | 36 funds | $1.5B |
| AMAZON.COM INCAMZN | 35 funds | $5.2B |
| BROADCOM INCAVGO | 35 funds | $3.6B |
Ranked by how many of VGSR's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| VGSRthis pageVERT GLB SUST RE | 84 funds | $367.8M |
| SWPSWP GROWTH & INC | 5 funds | $163.6M |
| TOAKTWIN OAK SHORT | 5 funds | $46.9M |
| SJCPSANJAC ALPHA COR | 5 funds | $6.0M |
| 56170L679SANJAC ALPHA LOW | 2 funds | $1.4M |
| 56170L562DEEPWATER BEH SM | 2 funds | $804K |
| HRSMXHOOD RIV SMALL C | 1 funds | $2.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VGSR
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/VGSR/capital-change-brief"
Use Arkolith's capital_change_brief for VGSR. 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 VGSR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.