Institutional Holders (2026 Q2)
453 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VGLT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Rainwater Charitable Foundation | 19.70% | 1,071,104 | $59.1M |
| 2 | Professional Financial Management, Inc. | 16.45% | 293,907 | $16.2M |
| 3 | Quadratic Capital Management LLC | 14.69% | 665,746 | $36.7M |
| 4 | WLTH Capital Management, LLC | 10.95% | 309,739 | $17.1M |
| 5 | Tiff Advisory Services, LLC | 10.13% | 748,527 | $41.3M |
| 6 | Nepc LLC | 9.12% | 8,860,856 | $488.9M |
| 7 | Barry Investment Advisors, LLC | 8.68% | 752,013 | $41.5M |
| 8 | Acute Investment Advisory, LLC | 5.81% | 9,957 | $549K |
| 9 | Aurelius Family Office LLC | 5.11% | 234,900 | $13.0M |
| 10 | American National Bank of Texas | 5.05% | 100,335 | $5.5M |
| 11 | Retirement Financial Solutions, LLC | 4.98% | 367,012 | $20.3M |
| 12 | Financial Life Advisors | 4.86% | 309,813 | $17.1M |
| 13 | Cassaday & Co Wealth Management LLC | 4.15% | 4,001,465 | $220.8M |
| 14 | S. R. Schill & Associates | 3.95% | 118,465 | $6.5M |
| 15 | Kitching Partners, LLC | 3.91% | 82,567 | $4.6M |
| 16 | Prosperity Bancshares Inc | 3.63% | 100,702 | $5.6M |
| 17 | GenWealth Group, Inc. | 3.56% | 414,334 | $22.9M |
| 18 | Gladwyn Financial Advisors, Inc. | 3.20% | 92,597 | $5.1M |
| 19 | Klaas Financial Asset Advisors, LLC | 2.95% | 429,599 | $23.7M |
| 20 | Balanced Rock Investment Advisors LLC | 2.95% | 85,607 | $4.7M |
| 21 | Insight 2811, INC. | 2.92% | 137,020 | $7.6M |
| 22 | Miller Financial Services LLC | 2.66% | 59,900 | $3.3M |
| 23 | Nottingham Advisors, INC. | 2.65% | 290,316 | $22.2M |
| 24 | Ironwood Wealth Management, LLC. | 2.48% | 202,849 | $11.2M |
| 25 | Compass Advisory Group LLC | 2.46% | 187,695 | $10.4M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|