6 tracked 13F filers disclose a position in VBIAX as of the latest SEC 13F filings, a combined $5.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Oakworth Capital, Inc. | $4.3M | 86K | ▲+1.4% Added · +1K sh | Q1 2026 | |
| 2 | FIRST MERCHANTS CORP | $528K | 10K | ▲+8.2% Added · +734 sh | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | $431K | 9K | ▲New +9K sh | Q1 2026 | |
| 4 | Williams Jones Wealth Management, LLC. | $459K | 8K | —Held | Q2 2026 | |
| 5 | Vermillion Wealth Management, Inc. | $47K | 856 | ▲Added Added · +856 sh | Q2 2026 | |
| 6 | NBT BANK, N.A. | $37K | 679 | ▲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 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $565.9M |
| VANGUARD FTSE DEVELOPED ETFVEA | 6 funds | $168.4M |
| ISHARES CORE S&P SMALL-CAP EIJR | 6 funds | $133.6M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $116.9M |
| ISHARES CORE S&P MIDCAP ETFIJH | 6 funds | $93.3M |
| SPDR GOLD SHARESGLD | 6 funds | $72.2M |
| VANGUARD INFO TECH ETFVGT | 6 funds | $49.4M |
| SS TECHNOLOGY SELECT SECTORXLK | 6 funds | $43.9M |
| VANGUARD MID-CAP ETFVO | 6 funds | $29.0M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 6 funds | $22.6M |
| SS COMM SELECT SECTOR SPDRXLC | 6 funds | $6.7M |
| APPLE INCAAPL | 5 funds | $743.8M |
Ranked by how many of VBIAX's institutional holders also hold each name, a cross-fund conviction signal.
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.