| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $886.2M | 4.08M | Reduced | Q1 2026 |
| 2 | ASPIRIANT, LLC | $377.9M | 1.74M | Added | Q1 2026 |
| 3 | CHOREO, LLC | $178.6M | 822.0K | Added | Q1 2026 |
| 4 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $141.8M | 652.5K | New | Q1 2026 |
| 5 | Mill Creek Capital Advisors, LLC | $106.1M | 488.5K | Added | Q1 2026 |
| 6 | Modera Wealth Management, LLC | $73.7M | 339.2K | Reduced | Q1 2026 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $70.9M | 324.5K | Reduced | Q1 2026 |
| 8 | Cresset Asset Management, LLC | $68.9M | 317.1K | Added | Q1 2026 |
| 9 | Savant Capital, LLC | $60.4M | 278.0K | Reduced | Q1 2026 |
| 10 | STEPHENS INC /AR/ | $59.5M | 273.7K | Added | Q1 2026 |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $58.9M | 271.3K | Reduced | Q1 2026 |
| 12 | EXENCIAL WEALTH ADVISORS, LLC | $55.5M | 255.4K | Reduced | Q1 2026 |
| 13 | BAILARD, INC. | $55.1M | 253.7K | Added | Q1 2026 |
| 14 | WIT, LLC | $54.3M | 250.2K | Held | Q1 2026 |
| 15 | Zhang Financial LLC | $49.2M | 226.6K | Reduced | Q1 2026 |
| 16 | Summit Financial, LLC | $46.9M | 215.8K | Added | Q1 2026 |
| 17 | Kestra Advisory Services, LLC | $42.1M | 193.6K | Added | Q1 2026 |
| 18 | Foster Group, Inc. | $40.6M | 186.8K | Added | Q1 2026 |
| 19 | Comprehensive Financial Management LLC | $40.1M | 184.4K | Held | Q1 2026 |
| 20 | CWM, LLC | $40.0M | 184.3K | Added | Q1 2026 |
| 21 | Beacon Pointe Advisors, LLC | $39.0M | 179.4K | Added | Q1 2026 |
| 22 | MML INVESTORS SERVICES, LLC | $37.8M | 174.0K | Reduced | Q1 2026 |
| 23 | Sanctuary Advisors, LLC | $36.8M | 169.3K | Added | Q1 2026 |
| 24 | Waldron Private Wealth LLC | $34.2M | 157.3K | Reduced | Q1 2026 |
| 25 | Pathstone Holdings, LLC | $34.1M | 157.2K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Jpmorgan Chase & CoJPM | 320 funds | $19.6B |
| Johnson & JohnsonJNJ | 320 funds | $11.9B |
| Microsoft CorporationMSFT | 319 funds | $44.4B |
| Nvidia CorporationNVDA | 318 funds | $48.0B |
| GOOGLE INCGOOGL | 317 funds | $28.0B |
| LPHABET INCGOOG | 317 funds | $21.9B |
| Apple Inc.AAPL | 316 funds | $60.3B |
| TATE STR SPDR S&P 500 ETF TSPY | 316 funds | $38.3B |
| ISHARES TRXOM | 316 funds | $11.5B |
| Vanguard S&P 500 ETFVOO | 315 funds | $35.1B |
| Amazon.com IncAMZN | 315 funds | $30.5B |
| Lilly Eli & CompanyLLY | 314 funds | $13.0B |
Ranked by how many of VBR'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 VBR. 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.