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Security record · archived quarter

VGSR

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
17Tracked holders
+3Δ holders
5.94MShares held
$61.71MReported value
+4New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +21.4% · share flow +0.9% · net new positions +17.6%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 16 -1 6.01M $68.44M +2 −3
Q1 2026 17 +3 5.94M $61.71M +4 −1
Q4 2025 14 -1 5.88M $61.20M −1
Q3 2025 4 +2 1.39M $14.83M +2
Q2 2025 1 949.07K $9.93M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Focus Partners Wealth 3.54M -3.4% $37.18M 0.0% ▼ Trim 2 SEC ↗
2 Fidelity (FMR) 1.51M +10.5% $15.58M 0.0% ▲ Add 4 SEC ↗
3 Fidelity (FMR) 1.51M +10.5% $15.58M 0.0% ▲ Add 4 SEC ↗
4 HighTower Advisors, LLC 333.59K -4.1% $3.45M 0.0% ▼ Trim 2 SEC ↗
5 Northern Trust Corp 155.61K 0.0% $1.61M 0.0% Held 2 SEC ↗
6 Us Bancorp \De\ 119.06K +2.4% $1.23M 0.0% ▲ Add 2 SEC ↗
7 Jane Street Group, Llc 107.89K +584.9% $1.11M 0.0% ▲ Add 2 SEC ↗
8 AQR Capital Management 37.99K -6.4% $392,426 0.0% ▼ Trim 3 SEC ↗
9 LPL Financial LLC 27.69K +56.0% $286,069 0.0% ▲ Add 2 SEC ↗
10 Corient Private Wealth LP 53.20K +6.6% $266,997 0.0% ▲ Add 2 SEC ↗
11 Cetera Investment Advisers 19.47K +0.2% $201,085 0.0% ▲ Add 2 SEC ↗
12 Commonwealth Equity Services, Llc 15.59K -58.4% $161,040 0.0% ▼ Trim 2 SEC ↗
13 Quantinno Capital Management LP 13.68K New $141,314 0.0% New 1 SEC ↗
14 Morgan Stanley 6.79K 0.0% $70,131 0.0% Held 3 SEC ↗
15 Morgan Stanley 6.79K 0.0% $70,131 0.0% Held 3 SEC ↗
16 Royal Bank Of Canada 871 New $9,000 0.0% New 1 SEC ↗
17 Fifth Third Bancorp 839 New $8,667 0.0% New 1 SEC ↗
18 Rockefeller Capital Management L.P. 438 New $4,525 0.0% New 1 SEC ↗
19 Osaic Holdings, Inc. 332 -99.4% $3,429 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Quantinno Capital Management… $141,314 0.0%
Royal Bank Of Canada $9,000 0.0%
Fifth Third Bancorp $8,667 0.0%
Rockefeller Capital… $4,525 0.0%

Exited

Jones Financial Companies Lllp $0 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 89 holders, 35.28M shares, $348.00M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API