VIG Institutional Ownership
Who owns VIG and what the big funds did with it last quarter, from every SEC 13F filing. 2,599 funds reported holding VIG at Jun 30, 2026.
- ●1,098 buying vs 991 selling
- ▲Shares held by funds +2.4%
- ▲Funds holding +62
- ▼Superinvestors: 1 added, 2 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 2,599 | 2,537 | +2.4% |
| In funds' top 10 | 261 | 268 | −2.6% |
| 13F shares | 220M | 215M | +2.4% |
| Held by funds | – | – | – |
| New positions | 136 | 105 | +29.5% |
| Increased | 962 | 933 | +3.1% |
| Reduced | 922 | 919 | +0.3% |
| Sold out | 69 | 98 | −29.6% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 2,700 | −100.0% |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in VIG
All superinvestors →Who owns VIG
share of fund held shares- Index and passive funds5.1%
- Active managers and hedge funds56.2%
- Banks and brokers37.7%
- Pensions, insurers and other1.0%
The top 10 holders own 43.0% of all VIG shares that funds reported. Groups are our own grouping of filers by name.
Put/call ratio
funds' options, market makers left outAbove 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.
Filed so far for Q3 2026
1,774 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−879K sh
- Spirit of America Management Corp/nyTrimmed−377K sh
- LPL Financial LLCAdded+327K sh
- Commonwealth Equity Services, LLCTrimmed−290K sh
- Osaic Holdings, Inc.Trimmed−270K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 21.4M | $5.1B | −319K |
| 2 | Morgan Stanley | – | 13.2M | $3.1B | +194K |
| 3 | Vanguard Global Advisers, LLC | – | 10.7M | $2.5B | +40K |
| 4 | Wells Fargo & Company/mn | – | 10.1M | $2.4B | −734K |
| 5 | Wealthfront Advisers LLC | – | 9.5M | $2.2B | +475K |
| 6 | LPL Financial LLC | – | 7.1M | $1.7B | +129K |
| 7 | Raymond James Financial Inc | – | 6.4M | $1.5B | +643K |
| 8 | UBS Group AG | – | 6.2M | $1.5B | −85K |
| 9 | HB Wealth Management, LLC | – | 5.9M | $1.4B | +94K |
| 10 | Royal Bank of Canada | – | 4.2M | $989M | +38K |
- Cambridge Investment Research Advisors, Inc.+891K sh+$211M
- Raymond James Financial Inc+643K sh+$152M
- Wealthfront Advisers LLC+475K sh+$112M
- Manufacturers Life Insurance Company, the+715K sh+$91.5M
- Spirit of America Management Corp/ny+376K sh+$88.7M
- Osaic Holdings, Inc.+284K sh+$67.1M
- MAI Capital Management+262K sh+$62M
- Jones Financial Companies Lllp+263K sh+$61.7M
- Wells Fargo & Company/mn−734K sh−$174M
- Mittelman Wealth Management−85K sh−$110M
- Independent Advisor Alliance−378K sh−$89.4M
- Bank of America Corp /de/−319K sh−$75.5M
- Horizon Investments, LLC−214K sh−$50.6M
- Prudential Financial Inc−174K sh−$41.2M
- Evoke Wealth, LLC−183K sh−$39.3M
- Ameriprise Financial Inc−146K sh−$34.5M
VIG institutional ownership FAQ
Who owns the most VIG stock?
In Q2 2026 13F filings the largest holder of VIG was Bank of America Corp /de/, followed by Morgan Stanley and Vanguard Global Advisers, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of VIG is owned by institutions?
2,599 funds reported holding 220M VIG shares at Jun 30, 2026.
Are hedge funds buying VIG?
In Q2 2026, 1,098 funds bought VIG (136 of them new positions) and 991 sold (69 sold out completely). Among well known investors, 1 added and 2 cut. Our fund sentiment for VIG is neutral.
What is VIG's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this VIG ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.


