Who owns VGMS?
Institutional ownership of VGMS from SEC Form 13F filings across 27 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
27
13F holders
$32.2M
value, 2026 filers
642,427
shares disclosed
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of VGMS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Holos Integrated Wealth LLC | 194,919 | $10.0M | 4.7% | — | +25.4% |
| 2 | Rialto Wealth Management, LLC | 85,775 | $4.4M | 0.9% | — | +25.2% |
| 3 | New Capital Management LP | 85,575 | $4.4M | 1.0% | — | +1.2% |
| 4 | JANE STREET GROUP, LLC | 41,878 | $2.1M | 0.0% | — | +55.1% |
| 5 | ROYAL BANK OF CANADA | 36,387 | $1.9M | 0.0% | — | +285.9% |
| 6 | Modern Wealth Management, LLC | 25,449 | $1.3M | 0.0% | — | +71.1% |
| 7 | D.B. Root & Company, LLC | 21,949 | $1.1M | 0.2% | — | -67.1% |
| 8 | KESTRA PRIVATE WEALTH SERVICES, LLC | 21,010 | $1.1M | 0.0% | — | +38.9% |
| 9 | CRA Financial Services, LLC | 17,483 | $896,704 | 0.1% | — | +2.3% |
| 10 | CITADEL ADVISORS LLC | 15,950 | $818,076 | 0.0% | — | -48.9% |
| 11 | Cambridge Investment Research Advisors, Inc.NEW | 14,862 | $762 | 0.0% | — | new |
| 12 | SteelPeak Wealth, LLCNEW | 14,020 | $719,086 | 0.0% | — | new |
| 13 | UBS Group AGNEW | 13,284 | $681,336 | 0.0% | — | new |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 11,919 | $611,330 | 0.0% | — | +22.4% |
| 15 | OPPENHEIMER & CO INCNEW | 10,430 | $534,955 | 0.0% | — | new |
| 16 | Ancora Advisors LLC | 8,231 | $422,189 | 0.0% | — | +192.3% |
| 17 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVNEW | 7,238 | $371,237 | 0.1% | — | new |
| 18 | Compound Planning, Inc.NEW | 5,919 | $303,586 | 0.0% | — | new |
| 19 | GOLDMAN SACHS GROUP INCNEW | 3,959 | $203,057 | 0.0% | — | new |
| 20 | Global Retirement Partners, LLCNEW | 2,942 | $150,895 | 0.0% | — | new |
| 21 | OSAIC HOLDINGS, INC.NEW | 1,714 | $87,910 | 0.0% | — | new |
| 22 | Physician Wealth Advisors, Inc. | 448 | $22,969 | 0.0% | — | 0.0% |
| 23 | MORGAN STANLEY | 400 | $20,516 | 0.0% | — | 0.0% |
| 24 | AE Wealth Management LLCNEW | 341 | $17,490 | 0.0% | — | new |
| 25 | FIDUCIARY FINANCIAL ADVISORSNEW | 232 | $11,899 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.