$VUG is held by 37 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 23.90%, with an average of 2.73% of portfolio. Largest holder: Cornerstone Management, Inc. at 23.90%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
VANGUARD INDEX FDS
13F holders
2,654
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 2,654 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
—
—
02
Marquette Asset Management, LLC
—
—
03
Marietta Investment Partners LLC
—
—
04
J. W. Coons Advisors, LLC
—
—
05
Evensky & Katz LLC
—
—
06
Castlekeep Investment Advisors LLC
—
—
07
Sheaff Brock Investment Advisors, LLC
—
—
08
TB Capital Gestao de Recursos Ltda.
—
—
09
SailingStone Capital Partners LLC
—
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10
Lowe Brockenbrough & Co. Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
37 holders · Q1 202601
Cornerstone Management, Inc.
23.90% NEW
α +12.4pts
02
Retirement Investment Advisors, Inc.
20.69% held
α +16.2pts
03
Quantum Financial Planning Services, Inc.
20.68% ↓ 1.5pp
α +28.9pts
04
Gentry Private Wealth, LLC
6.50% ↓ 2.1pp
α +22.9pts
05
Condor Capital Management
5.10% NEW
α +23.6pts
06
Truepoint, Inc.
4.12% held
α +21.4pts
07
Impact Partnership Wealth, LLC
3.79% NEW
α +10.3pts
08
Pacific Financial Group Inc.
3.54% ↓ 1.0pp
α +14.3pts
09
Level Financial Advisors
2.72% held
α +30.9pts
10
Ted Buchan & Co
2.48% NEW
α +13.2pts
11
Venture Visionary Partners LLC
2.26% NEW
α +10.3pts
12
Sharpepoint LLC
1.87% held
α +11.4pts
13
Fiduciary Alliance LLC
0.52% held
α +16.8pts
14
RFG Advisory, LLC
0.40% NEW
α +16.2pts
15
Long Island Wealth Management, Inc.
0.35% NEW
α +21.8pts
16
Sulzberger Capital Advisors, Inc.
0.31% NEW
α +15.0pts
17
Walkner Condon Financial Advisors LLC
0.25% NEW
α +23.7pts
18
Plum Street Advisors, LLC
0.24% held
α +18.0pts
19
ProVise Management Group, LLC
0.21% NEW
α +11.2pts
20
Narus Financial Partners, LLC
0.19% held
α +11.1pts
21
Citigroup Inc.
0.18% NEW
α +26.3pts
22
TRUE Private Wealth Advisors
0.12% NEW
α +23.4pts
23
Focused Wealth Management, Inc
0.11% NEW
α +19.2pts
24
Choate Investment Advisors
0.10% held
α +13.8pts
25
Fulton Bank, N.a.
0.09% held
α +23.8pts
26
GM Advisory Group, LLC
0.08% held
α +16.5pts
27
Svb Wealth LLC
0.06% held
α +29.6pts
28
Corsicana & Co.
0.06% held
α +20.0pts
29
Linscomb Wealth, Inc.
0.05% held
α +32.6pts
30
Principal Securities, Inc.
0.05% held
α +21.3pts
31
Johnson Financial Group, Inc.
0.04% held
α +14.7pts
32
Pittenger & Anderson Inc.
0.03% held
α +21.3pts
33
Courier Capital LLC
0.02% held
α +14.9pts
34
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
35
LM Advisors LLC
0.01% held
α +15.5pts
36
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
37
Wellington Management Group LLP
0.01% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $VUG in the recent window.
Congress trades · last 90 days
2 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $VUG lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $VUG — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 02:51 UTC.