Arkolith/Funds/V-Square Quantitative Management LLC

V-Square Quantitative Management LLC

CIK 1943239
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

V-Square Quantitative Management LLC holds a focused book of 725 stocks worth $1.1B as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Esg US Stock ETF and trimmed Nvidia Corp. Their largest long position is Ishares Core U.S. Aggregate at 12% of the equity book. Cloning the disclosed picks since 2024 would be +22% (+11.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what V-Square Quantitative Management LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1943239/holdings"
Ask your agent
Use Arkolith to show V-Square Quantitative Management LLC's latest
holdings, largest changes, and filing provenance.
Opened
219
new positions
Added to
316
existing
Trimmed
262
reduced
Sold out
78
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.1%
+11.9%/yr · since Oct '24
Their reported book
+26.1%
held from quarter-end
S&P 500
+29.2%
same window
$8K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
V-Square Quantitative Management LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +26.1%, a 4.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning V-Square Quantitative Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
41%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

86% mapped to company sectors

Information Technology
35%
ETF / fund or unclassified
14%
Industrials
12%
Financials
10%
Health Care
9%
Consumer Discretionary
7%
Materials
4%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as V-Square Quantitative Management LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$2.2T
FMR LLC80 / 80$774.6B
JPMORGAN CHASE & CO80 / 80$521.3B
MORGAN STANLEY80 / 80$489.6B
BANK OF AMERICA CORP /DE/80 / 80$324.5B
NORTHERN TRUST CORP80 / 80$291.7B
GOLDMAN SACHS GROUP INC80 / 80$230.5B
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME80 / 80$220.8B

Ranked by how many of V-Square Quantitative Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

725 positions
#SecurityValueShares% PortLast moveHistory
1iShares Core U.S. Aggregate Bo
A
$125.6M1.27M
11.9%
Held
2Nvidia Corp
A
$92.9M464.1K
8.8%
−3.3%
Reduced · −16K sh
3Microsoft Corp
A
$52.5M140.8K
5.0%
+3.3%
Added · +5K sh
4Alphabet Inc
A
$39.9M111.7K
3.8%
−5.1%
Reduced · −6K sh
5Alphabet Inc
A
$34.0M96.2K
3.2%
−4.3%
Reduced · −4K sh
6Eli Lilly & Co
A
$20.4M17.0K
1.9%
−1.6%
Reduced · −271 sh
7Tesla Inc
A
$18.6M44.2K
1.8%
−4.1%
Reduced · −2K sh
8Broadcom Inc
A
$17.1M45.1K
1.6%
+1.7%
Added · +766 sh
9Lam Research Corp
A
$16.7M38.6K
1.6%
−13%
Reduced · −6K sh
10Johnson & Johnson
A
$13.8M54.4K
1.3%
−2.6%
Reduced · −1K sh
11Visa Inc
A
$11.9M34.6K
1.1%
−1.3%
Reduced · −441 sh
12Vanguard ESG US Stock ETF
A
$10.2M77.0K
1.0%
New
New position
13Mastercard Inc
A
$9.7M18.8K
0.9%
−2.1%
Reduced · −410 sh
14Micron Technology Inc
A
$9.5M8.2K
0.9%
−40%
Reduced · −5K sh
15Caterpillar Inc
A
$8.6M8.1K
0.8%
−5.6%
Reduced · −486 sh
16Costco Wholesale Corp
A
$8.2M8.8K
0.8%
+220%
Added · +6K sh
17General Electric Co
A
$7.4M19.8K
0.7%
+14%
Added · +2K sh
18Procter & Gamble Co
A
$7.3M49.6K
0.7%
−0.3%
Reduced · −175 sh
19Palo Alto Networks Inc
A
$6.5M19.0K
0.6%
−9.8%
Reduced · −2K sh
20IBM
A
$6.2M22.1K
0.6%
+3.6%
Added · +775 sh
21Home Depot Inc
A
$6.2M17.5K
0.6%
−1.0%
Reduced · −171 sh
22Merck & Co Inc
A
$5.9M46.2K
0.6%
−1.9%
Reduced · −892 sh
23GE Vernova Inc
A
$5.5M4.7K
0.5%
+6.2%
Added · +274 sh
24Coca-Cola Co
A
$5.4M66.2K
0.5%
−34%
Reduced · −34K sh
25Deere & Co
A
$5.3M8.3K
0.5%
+55%
Added · +3K sh
26TSMC
A
$5.3M11.0K
0.5%
+40%
Added · +3K sh
27Western Digital Corp
A
$4.9M7.7K
0.5%
+24%
Added · +1K sh
28Welltower Inc
A
$4.8M21.3K
0.5%
+13%
Added · +2K sh
29Morgan Stanley
A
$4.8M23.0K
0.5%
−41%
Reduced · −16K sh
30Linde PLC
A
$4.7M9.1K
0.4%
+10%
Added · +840 sh
31Union Pacific Corp
A
$4.6M16.9K
0.4%
−2.4%
Reduced · −419 sh
32Marvell Technology Inc
A
$4.3M14.3K
0.4%
+3.6%
Added · +499 sh
33PepsiCo Inc
A
$4.1M30.5K
0.4%
−2.1%
Reduced · −658 sh
34Walt Disney Co
A
$4.0M41.9K
0.4%
+0.7%
Added · +292 sh
35Verizon Communications Inc
A
$3.9M91.1K
0.4%
+14%
Added · +11K sh
36iShares MSCI India ETF
A
$3.8M76.8K
0.4%
+155%
Added · +47K sh
37Seagate Technology Holdings PL
A
$3.8M3.9K
0.4%
−10%
Reduced · −447 sh
38Salesforce Inc
A
$3.7M23.4K
0.3%
−3.5%
Reduced · −854 sh
39Gilead Sciences Inc
A
$3.6M28.2K
0.3%
−4.3%
Reduced · −1K sh
40McDonald's Corp
A
$3.5M13.0K
0.3%
+0.9%
Added · +118 sh
41JPMorgan Chase & Co
A
$3.4M10.5K
0.3%
+32%
Added · +3K sh
42Eaton Corp PLC
A
$3.4M8.0K
0.3%
−2.6%
Reduced · −218 sh
43MetLife Inc
A
$3.4M40.2K
0.3%
+25%
Added · +8K sh
44iShares MSCI Taiwan ETF
A
$3.4M31.0K
0.3%
+28%
Added · +7K sh
453M Co
A
$3.2M20.0K
0.3%
+100%
Added · +10K sh
46Bristol-Myers Squibb Co
A
$3.0M52.7K
0.3%
+9.3%
Added · +4K sh
47KLA Corp
A
$3.0M10.1K
0.3%
19×
Added · +10K sh
48Ingersoll Rand Inc
A
$3.0M36.9K
0.3%
+231%
Added · +26K sh
49TJX Cos Inc
A
$2.9M19.4K
0.3%
−0.5%
Reduced · −102 sh
50Sun Life Financial Inc
A
$2.9M26.4K
0.3%
+3.9%
Added · +983 sh
Showing 50 of 725 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 2026725$1.1B13F-HR
Q1 2026Mar 31, 2026Apr 27, 2026721$945.9M13F-HR
Q4 2025Dec 31, 2025Jan 22, 2026696$962.1M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025177$592.8M13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025617$746.8M13F-HR
Q1 2025Mar 31, 2025May 13, 2025702$684.9M13F-HR
Q4 2024Dec 31, 2024Jan 30, 2025704$705.3M13F-HR
Q3 2024Sep 30, 2024Oct 17, 2024690$680.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.