| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $486.4M | 1.61M | Added | Q1 2026 |
| 2 | EP Wealth Advisors, LLC | $244.2M | 807.8K | Added | Q1 2026 |
| 3 | Cohen Klingenstein LLC | $199.9M | 661.4K | Reduced | Q1 2026 |
| 4 | CHOREO, LLC | $160.7M | 531.8K | Added | Q1 2026 |
| 5 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $111.0M | 367.1K | New | Q1 2026 |
| 6 | MML INVESTORS SERVICES, LLC | $99.1M | 327.7K | Reduced | Q1 2026 |
| 7 | Mill Creek Capital Advisors, LLC | $95.7M | 316.6K | Added | Q1 2026 |
| 8 | Sand Hill Global Advisors, LLC | $95.0M | 314.3K | Added | Q1 2026 |
| 9 | Howard Capital Management Inc. | $55.4M | 183.2K | New | Q1 2026 |
| 10 | Beacon Pointe Advisors, LLC | $51.9M | 171.8K | Added | Q1 2026 |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $43.2M | 142.8K | Reduced | Q1 2026 |
| 12 | STEPHENS INC /AR/ | $40.3M | 133.3K | Added | Q1 2026 |
| 13 | Pathstone Holdings, LLC | $39.1M | 129.3K | Added | Q1 2026 |
| 14 | CWM, LLC | $35.8M | 118.4K | Added | Q1 2026 |
| 15 | Waldron Private Wealth LLC | $31.2M | 103.2K | Reduced | Q1 2026 |
| 16 | Aaron Wealth Advisors LLC | $29.4M | 97.1K | Added | Q1 2026 |
| 17 | Kestra Advisory Services, LLC | $28.8M | 95.4K | Added | Q1 2026 |
| 18 | Private Advisor Group, LLC | $28.2M | 93.4K | Reduced | Q1 2026 |
| 19 | Steward Partners Investment Advisory, LLC | $26.8M | 88.5K | Added | Q1 2026 |
| 20 | Cresset Asset Management, LLC | $26.1M | 86.2K | Added | Q1 2026 |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.8M | 77.5K | Reduced | Q1 2026 |
| 22 | NewEdge Advisors, LLC | $23.7M | 23.7K | New | Q1 2026 |
| 23 | McAdam, LLC | $22.8M | 75.5K | Reduced | Q1 2026 |
| 24 | Atria Investments, Inc | $21.6M | 71.4K | Added | Q1 2026 |
| 25 | EXENCIAL WEALTH ADVISORS, LLC | $20.9M | 69.0K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 290 funds | $41.7B |
| Nvidia Corp ComNVDA | 289 funds | $47.1B |
| LPHABET INCGOOG | 289 funds | $20.0B |
| Exxon Mobil CorporationXOM | 289 funds | $11.2B |
| GOOGLE INCGOOGL | 288 funds | $26.3B |
| Jpmorgan Chase & CoJPM | 288 funds | $18.1B |
| Walmart Inc.WMT | 288 funds | $10.3B |
| AmazoncomAMZN | 287 funds | $29.5B |
| Lilly Eli & CompanyLLY | 287 funds | $12.1B |
| Johnson & JohnsonJNJ | 287 funds | $11.1B |
| Oracle CorporationORCL | 287 funds | $4.7B |
| Apple IncAAPL | 286 funds | $56.7B |
Ranked by how many of VBK's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VBK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.