111 tracked 13F filers disclose a position in VCRM as of the latest SEC 13F filings, a combined $753.5M 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 | HBK Sorce Advisory LLC | $262.1M | 3.5M | ▲10× Added · +3.1M sh | Q1 2026 | |
| 2 | Verum Partners LLC | $64.3M | 841K | ▲+40% Added · +239K sh | Q2 2026 | |
| 3 | Karpus Management, Inc. | $44.3M | 590K | ▲+6.5% Added · +36K sh | Q1 2026 | |
| 4 | Aprio Wealth Management, LLC | $43.7M | 572K | ▼−9.4% Reduced · −59K sh | Q2 2026 | |
| 5 | Mills Wealth Advisors LLC | $34.4M | 451K | ▲+13% Added · +52K sh | Q2 2026 | |
| 6 | Confluence Wealth Services, Inc. | $25.2M | 330K | ▲+22% Added · +60K sh | Q2 2026 | |
| 7 | Focus Partners Wealth | $23.1M | 308K | ▲+215% Added · +210K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $18.3M | 245K | ▲26× Added · +236K sh | Q1 2026 | |
| 9 | San Luis Wealth Advisors LLC | $16.4M | 214K | ▼−7.1% Reduced · −16K sh | Q2 2026 | |
| 10 | MB, LEVIS & ASSOCIATES, LLC | $14.0M | 183K | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 11 | CGN Advisors LLC | $13.2M | 173K | ▲+0.4% Added · +772 sh | Q2 2026 | |
| 12 | Tradewinds Capital Management, LLC | $11.8M | 154K | ▲New +154K sh | Q2 2026 | |
| 13 | Mallini Complete Financial Planning LLC | $10.1M | 132K | ▲New +132K sh | Q2 2026 | |
| 14 | Verus Financial Partners, Inc. | $9.1M | 119K | ▲+22% Added · +21K sh | Q2 2026 | |
| 15 | PENNEY FINANCIAL, LLC | $8.7M | 113K | ▲New +113K sh | Q2 2026 | |
| 16 | Keystone Financial Group, Inc. | $8.3M | 109K | ▲+83% Added · +49K sh | Q2 2026 | |
| 17 | HighTower Advisors, LLC | $8.2M | 108K | ▲32× Added · +105K sh | Q1 2026 | |
| 18 | TRUIST FINANCIAL CORP | $7.0M | 93K | ▲+277% Added · +68K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 89K | ▲+567% Added · +76K sh | Q1 2026 | |
| 20 | Physician Wealth Advisors, Inc. | $6.8M | 89K | ▲+1.7% Added · +1K sh | Q2 2026 | |
| 21 | Tilson Financial Group, Inc. | $6.7M | 88K | ▲+19% Added · +14K sh | Q2 2026 | |
| 22 | D'Orazio & Associates, Inc. | $5.9M | 77K | ▲+54% Added · +27K sh | Q2 2026 | |
| 23 | Physician Wealth Solutions Inc. | $5.7M | 75K | ▲+5.1% Added · +4K sh | Q2 2026 | |
| 24 | Blume Capital Management, Inc. | $5.7M | 74K | ▲+5.2% Added · +4K sh | Q2 2026 | |
| 25 | EQ WEALTH ADVISORS, LLC | $5.0M | 66K | ▲+23% Added · +12K 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, 8 funds opened a new position in VCRM and 33 added to an existing one, while 6 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 |
|---|---|---|
| VANGUARD TOTAL STOCK MKT ETFVTI | 63 funds | $1.7B |
| NVIDIA CORPNVDA | 62 funds | $18.7B |
| MICROSOFT CORPMSFT | 62 funds | $15.4B |
| APPLE INCAAPL | 61 funds | $14.8B |
| VANGUARD S&P 500 ETFVOO | 61 funds | $1.8B |
| ALPHABET INC-CL AGOOGL | 59 funds | $11.3B |
| ISHARES CORE S&P 500 ETFIVV | 59 funds | $2.2B |
| AMAZON.COM INCAMZN | 58 funds | $12.1B |
| ALPHABET INC-CL CGOOG | 58 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 58 funds | $5.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 58 funds | $1.7B |
| JOHNSON & JOHNSONJNJ | 57 funds | $2.9B |
Ranked by how many of VCRM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| VTEBmc | 1050 funds | $26.9B |
| VTEImc | 137 funds | $708.8M |
| VCRMthis pageMF Closed and MF Open | 111 funds | $753.5M |
| VSDMSHORT TAX EXEMPT | 88 funds | $182.3M |
| VTELLONG TERM TAX EX | 27 funds | $66.3M |
| VWIUXOPEN END -NO LOAD FUND | 4 funds | $22.7M |
| VWSUXOPEN END -NO LOAD FUND | 2 funds | $4.0M |
| VMLUXMutual Funds | 1 funds | $12.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VCRM
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/VCRM/capital-change-brief"
Use Arkolith's capital_change_brief for VCRM. 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 VCRM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.