FFM
VG

Forum Financial Management’s Venture Global Inc VG Stock Holding History

Forum Financial Management’s Portfolio VG Stock Details VG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$112K Buy
10,046
+16
+0.2% +$202 ﹤0.01% 338
2026
Q1 		$158K Buy
10,030
+10
+0.1% +$107 ﹤0.01% 311
2025
Q4 		$68.3K Buy
+10,020
New +$83.5K ﹤0.01% 1001

Other funds holding VG

Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Forum Financial Management's VG Position: Q2 2026 in Review

Forum Financial Management increased its Venture Global Inc (VG) stake by 0.16% in Q2 2026, buying an estimated $202 and bringing the position to 10,046 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Forum Financial Management first reported a position in VG in Q4 2025 and has held it in 3 quarters since. The position peaked at $158K in Q1 2026. 374 funds tracked by Wall St. Rank hold VG as of Q2 2026.

  • Forum Financial Management held 10,046 shares of Venture Global Inc worth $112K as of Q2 2026.
  • Forum Financial Management bought 16 Venture Global Inc shares in Q2 2026, an estimated $202.
  • Venture Global Inc made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #338 holding.
  • Forum Financial Management first reported a position in Venture Global Inc in Q4 2025 and has held it in 3 quarters since.
  • Forum Financial Management's Venture Global Inc position peaked at $158K in Q1 2026.
  • 374 funds tracked by Wall St. Rank held Venture Global Inc as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.