% of shares outstanding is not shown for VRIG: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for VRIG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 12.7M | 12.5M | 10.5M | 10.5M | 13.3M | 13.1M | $328M |
| LPL Financial LLC | 3.3M | 4.1M | 5.3M | 5.8M | 5.6M | 5.2M | $129M |
| MORGAN STANLEY | 2.0M | 3.0M | 2.3M | 2.0M | 2.2M | 2.9M | $72M |
| Bank of New York Mellon Corp | 394K | 958K | 980K | 993K | 992K | 1.8M | $45M |
| OSAIC HOLDINGS, INC. | 1.3M | 1.0M | 1.6M | 1.0M | 1.1M | 1.4M | $36M |
| Fiduciary Planning LLC | 1.0M | 1.1M | 970K | 964K | 978K | 990K | $25M |
| RAYMOND JAMES FINANCIAL INC | 220K | 305K | 386K | 507K | 611K | 839K | $21M |
| STIFEL FINANCIAL CORP | 526K | 781K | 767K | 801K | 842K | 812K | $20M |
| Harfst & Associates, Inc. | — | — | — | 143K | 344K | 790K | $20M |
| Cherry Creek Investment Advisors, Inc. | 625K | 710K | 654K | 676K | 697K | 681K | $17M |
| Equitable Holdings, Inc. | 594K | 679K | 686K | 646K | 601K | 610K | $15M |
| WELLS FARGO & COMPANY/MN | 437K | 478K | 357K | 359K | 418K | 564K | $14M |
| Cetera Investment Advisers | 321K | 570K | 577K | 608K | 435K | 543K | $14M |
| Wealthcare Advisory Partners LLC | — | — | 19K | 480K | 512K | 510K | $13M |
| COMMONWEALTH EQUITY SERVICES, LLC | 162K | 178K | 259K | 348K | 398K | 502K | $13M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Bank of New York Mellon Corp | +789,612 | $20M | ADD |
| MORGAN STANLEY | +628,867 | $16M | ADD |
| Harfst & Associates, Inc. | +445,631 | $11M | ADD |
| OSAIC HOLDINGS, INC. | +362,680 | $9M | ADD |
| Auour Investments LLC | +293,991 | $7M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | −483,539 | $12M | TRIM |
| Invesco Ltd. | −219,818 | $6M | — |
| ORG Partners LLC | −129,264 | $3M | CLOSE |
| HighTower Advisors, LLC | −107,771 | $3M | TRIM |
| LAFFER TENGLER INVESTMENTS, INC. | −71,278 | $2M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 161 | 42,765,671 | — | $1.1B |
| 2025-Q4 | 153 | 38,510,831 | — | $967M |
| 2025-Q3 | 144 | 36,608,676 | — | $919M |
| 2025-Q2 | 154 | 35,996,213 | — | $902M |
| 2025-Q1 | 145 | 41,019,725 | — | $1.0B |
| 2024-Q4 | 129 | 33,684,946 | — | $846M |
| 2024-Q3 | 118 | 32,244,598 | — | $809M |
| 2024-Q2 | 114 | 28,008,629 | — | $704M |
| 2024-Q1 | 114 | 29,443,661 | — | $739M |
| 2023-Q4 | 122 | 27,468,265 | — | $695M |
| 2023-Q3 | 106 | 24,259,014 | — | $605M |
| 2023-Q2 | 95 | 19,837,768 | — | $494M |
| 2023-Q1 | 91 | 18,316,959 | — | $453M |
| 2022-Q4 | 94 | 19,601,663 | — | $481M |
| 2022-Q3 | 84 | 20,138,002 | — | $474M |
| 2022-Q2 | 85 | 21,510,512 | — | $530M |
| 2022-Q1 | 90 | 20,135,602 | — | $502M |
| 2021-Q4 | 77 | 16,323,780 | — | $409M |
| 2021-Q3 | 67 | 15,316,439 | — | $385M |
| 2021-Q2 | 69 | 16,466,982 | — | $413M |
| 2021-Q1 | 67 | 16,582,279 | — | $416M |
| 2020-Q4 | 62 | 15,565,409 | — | $389M |
| 2020-Q3 | 59 | 15,534,302 | — | $386M |
| 2020-Q2 | 57 | 9,433,007 | — | $232M |
| 2020-Q1 | 60 | 9,456,578 | — | $215M |
| 2019-Q4 | 67 | 9,969,895 | — | $249M |
| 2019-Q3 | 64 | 10,338,557 | — | $257M |
| 2019-Q2 | 59 | 10,809,057 | — | $269M |
| 2019-Q1 | 54 | 10,899,854 | — | $271M |
| 2018-Q4 | 58 | 10,845,551 | — | $267M |
| 2018-Q3 | 43 | 9,591,893 | — | $241M |
| 2018-Q2 | 42 | 7,795,771 | — | $196M |
