Institutional Holders (2026 Q1)
406 + 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 | 25.34% | 886,452 | $49.1M |
| 2 | Ironwood Wealth Management, LLC. | 12.85% | 809,466 | $44.8M |
| 3 | WLTH Capital Management, LLC | 11.70% | 253,887 | $14.0M |
| 4 | Barry Investment Advisors, LLC | 8.88% | 727,544 | $40.3M |
| 5 | ACUTE INVESTMENT ADVISORY, LLC | 6.56% | 10,558 | $584K |
| 6 | Cassaday & Co Wealth Management LLC | 5.74% | 4,867,782 | $269.5M |
| 7 | Aurelius Family Office LLC | 5.26% | 218,499 | $12.1M |
| 8 | American National Bank of Texas | 5.16% | 97,742 | $5.4M |
| 9 | FINANCIAL LIFE ADVISORS | 5.05% | 292,879 | $16.2M |
| 10 | RETIREMENT FINANCIAL SOLUTIONS, LLC | 5.04% | 318,408 | $17.6M |
| 11 | KITCHING PARTNERS, LLC | 4.10% | 80,575 | $4.5M |
| 12 | S. R. Schill & Associates | 3.92% | 104,837 | $5.8M |
| 13 | Strategic Financial Services, Inc. | 3.45% | 1,308,320 | $72.4M |
| 14 | Gladwyn Financial Advisors, Inc. | 3.26% | 84,754 | $4.7M |
| 15 | RHS Financial, LLC | 3.22% | 122,859 | $6.8M |
| 16 | Red Tortoise LLC | 3.22% | 139,542 | $7.7M |
| 17 | Miller Financial Services LLC | 3.17% | 52,290 | $2.9M |
| 18 | INSIGHT 2811, INC. | 3.13% | 135,249 | $7.5M |
| 19 | Klaas Financial Asset Advisors, LLC | 3.01% | 393,835 | $21.8M |
| 20 | NOTTINGHAM ADVISORS, INC. | 2.87% | 402,843 | $22.3M |
| 21 | Compass Advisory Group LLC | 2.61% | 176,223 | $9.8M |
| 22 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 2.29% | 144,848 | $8.0M |
| 23 | Tandem Financial, LLC | 2.13% | 120,674 | $6.7M |
| 24 | Tortoise Investment Management, LLC | 2.00% | 438,652 | $24.3M |
| 25 | Gleason Group, Inc. | 1.95% | 355,720 | $19.7M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|