Institutional Holders (2026 Q2)
148 + 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 | 1.58% | 170,515 | $7.2M |
| 2 | Value Investment Professionals, LLC | 0.95% | 26,846 | $1.1M |
| 3 | Money Concepts Capital Corp | 0.78% | 399,653 | $16.9M |
| 4 | Aegis Financial Corp | 0.37% | 55,733 | $2.4M |
| 5 | Systematic Financial Management LP | 0.33% | 396,509 | $16.7M |
| 6 | Verdad Advisers, LP | 0.31% | 7,770 | $328K |
| 7 | Uncommon Cents Investing LLC | 0.28% | 30,285 | $1.3M |
| 8 | JMN Financial LLC | 0.18% | 5,383 | $227K |
| 9 | Bridgeway Capital Management, LLC | 0.12% | 156,507 | $6.6M |
| 10 | North Star Investment Management Corp. | 0.11% | 50,000 | $2.1M |
| 11 | Morton Brown Family Wealth, LLC | 0.09% | 9,245 | $390K |
| 12 | Gamco Investors, INC. Et Al | 0.07% | 187,500 | $7.9M |
| 13 | Fort Point Capital Partners LLC | 0.05% | 17,782 | $750K |
| 14 | Royce & Associates LP | 0.05% | 144,035 | $6.1M |
| 15 | Renaissance Technologies LLC | 0.03% | 440,384 | $18.6M |
| 16 | Shufro Rose & Co LLC | 0.02% | 10,000 | $422K |
| 17 | Martingale Asset Management L P | 0.02% | 24,229 | $1.0M |
| 18 | Empowered Funds, LLC | 0.02% | 90,257 | $3.8M |
| 19 | Gabelli Funds LLC | 0.02% | 58,355 | $2.5M |
| 20 | Abound Wealth Management | 0.01% | 1,500 | $63K |
| 21 | Orion Porfolio Solutions, LLC | 0.01% | 31,730 | $1.3M |
| 22 | American Century Companies Inc | 0.01% | 514,096 | $21.7M |
| 23 | High Point Wealth Management, LLC | 0.01% | 268 | $11K |
| 24 | Allspring Global Investments Holdings, LLC | 0.01% | 114,054 | $4.9M |
| 25 | XTX Topco Ltd | 0.01% | 13,061 | $551K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|