Institutional Holders (2026 Q1)
685 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VSS. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Mason Investment Advisory Services, Inc. | 12.83% | 1,905,214 | $277.8M |
| 2 | E&R Wealth Management, LLC | 6.66% | 45,889 | $6.7M |
| 3 | Family CFO Inc | 5.41% | 82,905 | $12.1M |
| 4 | Gladwyn Financial Advisors, Inc. | 4.86% | 47,879 | $7.0M |
| 5 | Grove Street Fiduciary, LLC | 4.37% | 68,039 | $9.9M |
| 6 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4.29% | 32,715 | $4.8M |
| 7 | MilWealth Group LLC | 4.09% | 117,741 | $17.2M |
| 8 | Atmos Advisory, LLC | 3.93% | 47,496 | $6.9M |
| 9 | Womack Financial LLC | 3.52% | 32,774 | $4.8M |
| 10 | Maltin Wealth Management, Inc. | 3.51% | 62,922 | $9.2M |
| 11 | Obsido Oy | 3.39% | 38,426 | $5.6M |
| 12 | 25 LLC | 3.38% | 75,262 | $11.0M |
| 13 | Flower City Capital | 3.04% | 41,620 | $6.1M |
| 14 | Fiduciary Advisors, INC. | 3.02% | 27,583 | $4.0M |
| 15 | Efficient Advisors, LLC | 2.97% | 287,104 | $41.9M |
| 16 | Lam Group, INC. | 2.84% | 35,500 | $5.2M |
| 17 | Newton One Investments LLC | 2.66% | 67,197 | $9.8M |
| 18 | Viewpoint Capital Management LLC | 2.60% | 38,177 | $5.6M |
| 19 | Partners in Financial Planning | 2.56% | 105,728 | $15.4M |
| 20 | IFC & Insurance Marketing, Inc. | 2.41% | 15,866 | $2.3M |
| 21 | Uptown Financial Advisors LLC | 2.39% | 20,619 | $3.0M |
| 22 | Arbor Wealth Advisors LLC | 2.37% | 23,214 | $3.4M |
| 23 | Causey Wealth LLC | 2.31% | 33,055 | $4.7M |
| 24 | Aletheian Wealth Advisors LLC | 2.30% | 32,316 | $4.7M |
| 25 | Galvin, Gaustad & Stein, LLC | 2.10% | 179,696 | $26.2M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|