Institutional Holders (2026 Q2)
38 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VGHY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Holos Integrated Wealth LLC | 3.71% | 106,344 | $7.9M |
| 2 | Buska Wealth Management, LLC | 0.91% | 33,874 | $2.5M |
| 3 | Sage Rhino Capital LLC | 0.65% | 53,267 | $4.0M |
| 4 | Collaborative Fund Advisors, LLC | 0.60% | 13,772 | $1.0M |
| 5 | Worth Asset Management, LLC | 0.56% | 23,503 | $1.8M |
| 6 | J. M. Brown & Associates Inc. | 0.55% | 12,776 | $956K |
| 7 | Calder Financial LLC | 0.46% | 6,470 | $484K |
| 8 | Melfa Wealth Management, INC. | 0.34% | 8,325 | $623K |
| 9 | Nicholas Wealth, LLC. | 0.32% | 7,920 | $593K |
| 10 | Independence Asset Advisors, LLC | 0.24% | 12,498 | $936K |
| 11 | Mustard Seed Financial, LLC | 0.22% | 5,550 | $415K |
| 12 | Evolve Private Wealth, LLC | 0.20% | 42,922 | $3.2M |
| 13 | SpringVest Wealth Management LLC | 0.14% | 2,924 | $219K |
| 14 | Thayer Partners, LLC / MA | 0.13% | 4,307 | $322K |
| 15 | Maridea Wealth Management LLC | 0.11% | 13,905 | $1.0M |
| 16 | Sigma Planning Corp | 0.05% | 26,553 | $2.0M |
| 17 | Ankerstar Wealth, LLC | 0.00% | 70 | $5K |
| 18 | VSM Wealth Advisory, LLC | 0.00% | 204 | $15K |
| 19 | Choreo, LLC | 0.00% | 4,676 | $350K |
| 20 | Osaic Holdings, INC. | 0.00% | 30,775 | $2.3M |
| 21 | Johnson Investment Counsel Inc | 0.00% | 4,200 | $314K |
| 22 | CVA Family Office, LLC | 0.00% | 334 | $25K |
| 23 | Harbour Investments, INC. | 0.00% | 2,054 | $154K |
| 24 | NewEdge Advisors, LLC | 0.00% | 8,954 | $670K |
| 25 | Mml Investors Services, LLC | 0.00% | 9,771 | $731K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|