| 0.01% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 440K | $18.6M | -5.1% | 2.974% | 0.03% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 404K | $17.0M | +1.9% | 2.725% | 0.00% |
| 6 | MONEY CONCEPTS CAPITAL CORP | 400K | $16.9M | +2.2% | 2.699% | 0.78% |
| 7 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 397K | $16.7M | -2.2% | 2.678% | 0.33% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 250K | $10.6M | +12.3% | 1.689% | 0.00% |
| 9 | STATE STREET CORP | 219K | $9.2M | +5.1% | 1.478% | 0.00% |
| 10 | GAMCO INVESTORS, INC. ET AL | 188K | $7.9M | +1.1% | 1.266% | 0.07% |
| 11 | Bulldog Investors, LLP | 171K | $7.2M | 0.0% | 1.151% | 1.58% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 167K | $7.1M | -1.8% | 1.131% | 0.00% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 157K | $6.6M | +3.2% | 1.057% | 0.12% |
| 14 | ROYCE & ASSOCIATES LP | 144K | $6.1M | +11.2% | 0.973% | 0.05% |
| 15 | Allspring Global Investments Holdings, LLC | 114K | $4.9M | +18.9% | 0.770% | 0.01% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 111K | $4.7M | -23.3% | 0.748% | 0.00% |
| 17 | Bank of New York Mellon Corp | 104K | $4.4M | +2.0% | 0.700% | 0.00% |
| 18 | MORGAN STANLEY | 91K | $3.9M | +6.9% | 0.617% | 0.00% |
| 19 | Empowered Funds, LLC | 90K | $3.8M | +5.7% | 0.609% | 0.02% |
| 20 | NORTHERN TRUST CORP | 85K | $3.6M | +6.4% | 0.576% | 0.00% |
| 21 | AQR CAPITAL MANAGEMENT LLC | 75K | $3.2M | +16.9% | 0.507% | 0.00% |
| 22 | GOLDMAN SACHS GROUP INC | 71K | $3.0M | -7.3% | 0.483% | 0.00% |
| 23 | Creative Planning | 69K | $2.9M | +28.9% | 0.466% | 0.00% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 62K | $2.6M | +4.0% | 0.415% | 0.00% |
| 25 | GABELLI FUNDS LLC | 58K | $2.5M | -16.4% | 0.394% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in VLGEA — a direct measure of their conviction.
| 42.41% |
| +0.72 pp |
| $225M |
| +21% |
| Q4 2024 | 106 | +3.9% | 41.69% | +0.13 pp | $185M | +0.8% |
| Q3 2024 | 102 | — | 41.56% | — | $184M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
15 institutions opened new positions in VLGEA during Q2 2026, while 8 fully exited. 60 added to existing positions and 66 trimmed.
VLGEA institutional ownership rose by 1.21 percentage points quarter-over-quarter, with a net change of +5 holders.
The top 10 institutions account for 61.6% of all reported 13F value in VLGEA, and the top 25 account for 83.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.