% of shares outstanding is not shown for VSGX: 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 VSGX 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 |
|---|---|---|---|---|---|---|---|
| VANGUARD ADVISERS INC | — | — | — | — | — | 4.0M | $289M |
| MORGAN STANLEY | 402K | 403K | 1.5M | 1.6M | 1.6M | 1.6M | $113M |
| Creative Planning | 1.3M | 1.3M | 1.3M | 1.3M | 1.4M | 1.6M | $113M |
| Leo Wealth, LLC | 749K | 617K | 816K | 618K | 841K | 694K | $50M |
| Harpswell Capital Advisors, LLC | — | — | — | 574K | 573K | 573K | $41M |
| ROYAL BANK OF CANADA | 519K | 529K | 1.1M | 566K | 584K | 572K | $41M |
| IMA Advisory Services, Inc. | — | — | — | 494K | 500K | 479K | $34M |
| RAYMOND JAMES FINANCIAL INC | 318K | 341K | 366K | 379K | 440K | 442K | $32M |
| SCS Capital Management LLC | 435K | 428K | 457K | 457K | 445K | 439K | $31M |
| Boston Trust Walden Corp | 217K | 236K | 262K | 303K | 345K | 397K | $29M |
| Apella Capital, LLC | 110K | 101K | 93K | 85K | 157K | 304K | $24M |
| Facet Wealth, Inc. | 355K | 294K | 301K | 306K | 318K | 316K | $23M |
| AMERIPRISE FINANCIAL INC | 238K | 217K | 215K | 255K | 271K | 312K | $22M |
| Prime Buchholz LLC | 216K | 217K | 261K | 290K | 280K | 288K | $21M |
| Sellwood Investment Partners LLC | 258K | 270K | 272K | 276K | 269K | 274K | $20M |
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 | |
|---|---|---|---|
| VANGUARD ADVISERS INC | +4,022,741 | $289M | OPEN |
| Creative Planning | +173,541 | $12M | ADD |
| Apella Capital, LLC | +147,373 | $11M | ADD |
| FLOW TRADERS U.S. LLC | +119,348 | $9M | ADD |
| HighTower Advisors, LLC | +103,490 | $7M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −3,967,148 | $285M | CLOSE |
| Refined Wealth Management | −230,251 | $17M | TRIM |
| JANE STREET GROUP, LLC | −185,871 | $13M | TRIM |
| Leo Wealth, LLC | −147,404 | $11M | TRIM |
| SageView Advisory Group, LLC | −120,539 | $9M | CLOSE |
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 | 437 | 23,008,999 | — | $1.7B |
| 2025-Q4 | 429 | 22,623,111 | — | $1.6B |
| 2025-Q3 | 397 | 21,053,471 | — | $1.5B |
| 2025-Q2 | 374 | 20,197,023 | — | $1.3B |
| 2025-Q1 | 355 | 18,321,928 | — | $1.1B |
| 2024-Q4 | 357 | 18,930,180 | — | $1.1B |
| 2024-Q3 | 347 | 16,802,500 | — | $1.0B |
| 2024-Q2 | 325 | 18,483,309 | — | $1.1B |
| 2024-Q1 | 313 | 19,011,959 | — | $1.1B |
| 2023-Q4 | 312 | 22,266,977 | — | $1.2B |
| 2023-Q3 | 276 | 20,537,443 | — | $1.0B |
| 2023-Q2 | 291 | 22,283,987 | — | $1.2B |
| 2023-Q1 | 286 | 19,862,161 | — | $1.0B |
| 2022-Q4 | 274 | 14,690,691 | — | $711M |
| 2022-Q3 | 240 | 14,220,473 | — | $605M |
| 2022-Q2 | 254 | 15,842,438 | — | $758M |
| 2022-Q1 | 260 | 14,875,578 | — | $845M |
| 2021-Q4 | 251 | 14,062,137 | — | $872M |
| 2021-Q3 | 207 | 11,762,146 | — | $726M |
| 2021-Q2 | 193 | 10,144,452 | — | $650M |
| 2021-Q1 | 184 | 10,144,562 | — | $623M |
| 2020-Q4 | 166 | 11,345,380 | — | $672M |
| 2020-Q3 | 131 | 10,547,697 | — | $543M |
| 2020-Q2 | 113 | 9,900,703 | — | $477M |
| 2020-Q1 | 98 | 8,589,323 | — | $353M |
| 2019-Q4 | 76 | 6,547,066 | — | $350M |
| 2019-Q3 | 60 | 5,671,266 | — | $280M |
| 2019-Q2 | 44 | 1,062,144 | — | $64M |
| 2019-Q1 | 40 | 728,273 | — | $36M |
| 2018-Q4 | 24 | 298,989 | — | $13M |
| 2018-Q3 | 6 | 260,057 | — | $13M |
