Institutional Holders (2026 Q1)
141 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VLGEA. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Bulldog Investors, LLP | 1.62% | 170,515 | $7.2M |
| 2 | Value Investment Professionals, LLC | 1.28% | 26,823 | $1.1M |
| 3 | Money Concepts Capital Corp | 0.91% | 391,214 | $16.5M |
| 4 | Aegis Financial Corp | 0.41% | 55,733 | $2.4M |
| 5 | Systematic Financial Management LP | 0.39% | 405,312 | $17.1M |
| 6 | Uncommon Cents Investing LLC | 0.30% | 30,310 | $1.3M |
| 7 | Bridgeway Capital Management, LLC | 0.13% | 151,631 | $6.4M |
| 8 | North Star Investment Management Corp. | 0.13% | 50,000 | $2.1M |
| 9 | DGS Capital Management, LLC | 0.09% | 13,414 | $566K |
| 10 | EntryPoint Capital, LLC | 0.08% | 6,845 | $289K |
| 11 | Gamco Investors, INC. Et Al | 0.08% | 185,500 | $7.8M |
| 12 | Royce & Associates LP | 0.05% | 129,570 | $5.5M |
| 13 | Fort Point Capital Partners LLC | 0.05% | 8,891 | $375K |
| 14 | Shufro Rose & Co LLC | 0.04% | 12,500 | $528K |
| 15 | Renaissance Technologies LLC | 0.03% | 464,084 | $19.6M |
| 16 | Empowered Funds, LLC | 0.02% | 85,381 | $3.6M |
| 17 | Martingale Asset Management L P | 0.02% | 20,529 | $867K |
| 18 | AlphaQuest LLC | 0.02% | 10,332 | $366K |
| 19 | Morton Brown Family Wealth, LLC | 0.02% | 1,821 | $77K |
| 20 | Gabelli Funds LLC | 0.02% | 69,800 | $2.9M |
| 21 | Morgan Dempsey Capital Management LLC | 0.02% | 908 | $38K |
| 22 | Abound Wealth Management | 0.01% | 1,500 | $63K |
| 23 | Orion Porfolio Solutions, LLC | 0.01% | 31,011 | $1.3M |
| 24 | High Point Wealth Management, LLC | 0.01% | 266 | $11K |
| 25 | American Century Companies Inc | 0.01% | 426,933 | $18.0M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|