AI Holders Summary · Q3 2026

160 institutions reported VLGEA in Q3 2026. DIMENSIONAL FUND ADVISORS LP leads at 13.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$34M748K0.01%Q3 2026 02

BlackRock, Inc.

CIK 0002012383

$33M780K0.00%Q2 2026 03

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$27M593K0.01%Q3 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$19M412K0.03%Q3 2026 05

MONEY CONCEPTS CAPITAL CORP

CIK 0000716851

$18M405K0.85%Q3 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$17M404K0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$17M375K0.00%Q3 2026 08

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$17M397K0.33%Q2 2026 09

STATE STREET CORP

CIK 0000093751

$10M217K0.00%Q3 2026 10

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$9M188K0.08%Q3 2026 11

Bulldog Investors, LLP

CIK 0001504304

$7M171K1.62%Q1 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$7M167K0.00%Q2 2026 13

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$7M157K0.12%Q2 2026 14

ROYCE & ASSOCIATES LP

CIK 0000906304

$6M141K0.06%Q3 2026 15

Creative Planning

CIK 0001540235

$6M128K0.00%Q3 2026 16

Bank of New York Mellon Corp

CIK 0001390777

$5M106K0.00%Q3 2026 17

Allspring Global Investments Holdings, LLC

CIK 0001890906

$5M104K0.01%Q3 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$5M111K0.00%Q2 2026 19

LSV ASSET MANAGEMENT

CIK 0001050470

$4M91K0.01%Q3 2026 20

MORGAN STANLEY

CIK 0000895421

$4M91K0.00%Q2 2026

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