Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Oakworth Capital, Inc. (+1.4%).
7 tracked 13F filers disclose a position in VBIAX as of the latest SEC 13F filings, a combined $6.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Oakworth Capital, Inc. | 86K | $4.3M | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 2 | First Merchants Corp | 10K | $528K | ▲+8.2% Added · +734 sh | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 9K | $431K | ▲New +9K sh | Q1 2026 | |
| 4 | Williams Jones Wealth Management, LLC. | 8K | $459K | —Held | Q2 2026 | |
| 5 | Kelleher Financial Advisors | 4K | $196K | ▲+101% Added · +2K sh | Q2 2026 | |
| 6 | Vermillion Wealth Management, Inc. | 856 | $47K | ▲Added Added · +856 sh | Q2 2026 | |
| 7 | NBT Bank, N.A. | 679 | $37K | ▲New +679 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in VBIAX and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Russell 1000 GrowthIWF | 3 funds | $155.3M |
| Vanguard Ftse Developed ETFVEA | 3 funds | $151.4M |
| Vanguard 500 Index-AdmVFIAX | 3 funds | $148.1M |
| Ishares Russell Mid-Cap ETFIWR | 3 funds | $125.8M |
| Apple IncAAPL | 3 funds | $111.2M |
| Microsoft CorpMSFT | 3 funds | $102.0M |
| JPMorgan Chase & CoJPM | 3 funds | $89.5M |
| Ishares Core S&P Small-Cap EIJR | 3 funds | $88.0M |
| Alphabet Inc-CL AGOOGL | 3 funds | $75.3M |
| Vanguard S&P 500 ETFVOO | 3 funds | $72.0M |
| Vanguard Mid Cap Index-AdmVIMAX | 3 funds | $69.1M |
| Walmart IncWMT | 3 funds | $68.3M |
Ranked by how many of VBIAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VBIAX.
No filings captured for this ticker in the live stream yet.
Connected entities for VBIAX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VBIAX/capital-change-brief"
Use Arkolith's capital_change_brief for VBIAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VBIAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.