VEGA ADVISORSHARES TR
FollowSTAR GLOB BUYW (fund)
9 managers (9 13F filers) reported a position in VEGA shares at 2026-06-30, 1,622,731 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 1
- Added
- 2
- Reduced
- 2
- Sold out
- 3
- Shares held by filers
- 1,622,731
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC | 1,553,875 | $81.7M | 1.76% | +59,440 | 13F-HRTimelineGroup |
| Triad Wealth Partners, LLC | 31,541 | $1.66M | 0.1% | new | 13F-HRTimeline |
| BAM Wealth Management, LLC | 17,293 | $909K | 0.57% | +678 | 13F-HRTimeline |
| MORGAN STANLEYin group MORGAN STANLEY | 9,522 | $500K | <0.01% | -1,500 | 13F-HRTimelineGroup |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 5,171 | $272K | 0.01% | -29 | 13F-HRTimelineGroup |
| AE Wealth Management LLC | 4,604 | $242K | <0.01% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 450 | $23.6K | <0.01% | 0 | 13F-HRTimelineGroup |
| ASSETMARK, INCin group ASSETMARK, INC | 207 | $10.9K | <0.01% | 0 | 13F-HRTimelineGroup |
| COMPASS FINANCIAL MANAGEMENT LLC | 68 | $3.57K | <0.01% | 13F-HRTimeline |