Institutional Holders (2026 Q2)
693 + 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. | 11.17% | 1,902,746 | $293.6M |
| 2 | E&R Wealth Management, LLC | 6.59% | 50,360 | $7.8M |
| 3 | Strategic Financial Planning, Inc. | 6.28% | 78,172 | $12.0M |
| 4 | Family CFO Inc | 4.93% | 82,953 | $12.8M |
| 5 | Gladwyn Financial Advisors, Inc. | 4.69% | 48,568 | $7.5M |
| 6 | Grove Street Fiduciary, LLC | 4.38% | 67,205 | $10.4M |
| 7 | Phillip James Consulting Co. | 4.31% | 41,789 | $6.4M |
| 8 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4.01% | 33,046 | $5.1M |
| 9 | Atmos Advisory, LLC | 3.90% | 48,358 | $7.5M |
| 10 | MilWealth Group LLC | 3.89% | 118,364 | $18.3M |
| 11 | Maltin Wealth Management, Inc. | 3.42% | 66,359 | $10.2M |
| 12 | Womack Financial LLC | 3.35% | 32,798 | $5.1M |
| 13 | Broussard Financial Group LLC | 3.30% | 26,713 | $4.1M |
| 14 | Obsido Oy | 3.23% | 39,135 | $6.0M |
| 15 | 25 LLC | 3.16% | 74,838 | $11.5M |
| 16 | Fiduciary Advisors, INC. | 3.08% | 29,652 | $4.6M |
| 17 | Glaxis Capital Management, LLC | 2.96% | 17,604 | $1.5M |
| 18 | Viewpoint Capital Management LLC | 2.88% | 36,706 | $5.7M |
| 19 | Flower City Capital | 2.79% | 41,063 | $6.3M |
| 20 | Lam Group, INC. | 2.71% | 35,380 | $5.5M |
| 21 | Newton One Investments LLC | 2.59% | 66,693 | $10.3M |
| 22 | Partners in Financial Planning | 2.46% | 105,235 | $16.2M |
| 23 | IFC & Insurance Marketing, Inc. | 2.32% | 17,082 | $2.6M |
| 24 | Harpswell Capital Advisors, LLC | 2.31% | 23,375 | $3.6M |
| 25 | Arbor Wealth Advisors LLC | 2.19% | 23,214 | $3.6M |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|