Among active 13F managers last quarter, 9 opened and 36 added, while 5 reduced; the largest holder to move was HBK Sorce Advisory LLC (+5.5%).
140 tracked 13F filers disclose a position in VCRM as of the latest SEC 13F filings, a combined $894.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HBK Sorce Advisory LLC | 3.7M | $273.9M | ▲+5.5% Added · +191K sh | Q2 2026 | |
| 2 | Verum Partners LLC | 841K | $64.3M | ▲+40% Added · +239K sh | Q2 2026 | |
| 3 | Topsail Wealth Management, LLC | 615K | $47.0M | ▲+60% Added · +231K sh | Q2 2026 | |
| 4 | Karpus Management, Inc. | 614K | $46.9M | ▲+4.0% Added · +24K sh | Q2 2026 | |
| 5 | Aprio Wealth Management, LLC | 572K | $43.7M | ▼−9.4% Reduced · −59K sh | Q2 2026 | |
| 6 | Mills Wealth Advisors LLC | 451K | $34.4M | ▲+13% Added · +52K sh | Q2 2026 | |
| 7 | Confluence Wealth Services, Inc. | 330K | $25.2M | ▲+22% Added · +60K sh | Q2 2026 | |
| 8 | Focus Partners Wealth | 308K | $23.1M | ▲+215% Added · +210K sh | Q1 2026 | |
| 9 | Jones Financial Companies LLLP | 245K | $18.3M | ▲26× Added · +236K sh | Q1 2026 | |
| 10 | San Luis Wealth Advisors LLC | 214K | $16.4M | ▼−7.1% Reduced · −16K sh | Q2 2026 | |
| 11 | MB, Levis & Associates, LLC | 183K | $14.0M | ▲+0.6% Added · +1K sh | Q2 2026 | |
| 12 | CGN Advisors LLC | 173K | $13.2M | ▲+0.4% Added · +772 sh | Q2 2026 | |
| 13 | Alaethes Wealth, LLC | 160K | $12.3M | ▲New +160K sh | Q2 2026 | |
| 14 | Tradewinds Capital Management, LLC | 154K | $11.8M | ▲New +154K sh | Q2 2026 | |
| 15 | Mallini Complete Financial Planning LLC | 132K | $10.1M | ▲New +132K sh | Q2 2026 | |
| 16 | Verus Financial Partners, Inc. | 119K | $9.1M | ▲+22% Added · +21K sh | Q2 2026 | |
| 17 | TFO Wealth Partners, LLC | 115K | $8.8M | ▲+39% Added · +33K sh | Q2 2026 | |
| 18 | Penney Financial, LLC | 113K | $8.7M | ▲New +113K sh | Q2 2026 | |
| 19 | Keystone Financial Group, Inc. | 109K | $8.3M | ▲+83% Added · +49K sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | 108K | $8.2M | ▲32× Added · +105K sh | Q1 2026 | |
| 21 | Integrated Wealth Concepts LLC | 97K | $7.4M | ▲+490% Added · +81K sh | Q2 2026 | |
| 22 | TAGStone Capital, Inc. | 96K | $7.3M | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 23 | Truist Financial Corp | 93K | $7.0M | ▲+277% Added · +68K sh | Q1 2026 | |
| 24 | Envestnet Asset Management Inc | 89K | $6.7M | ▲+567% Added · +76K sh | Q1 2026 | |
| 25 | Physician Wealth Advisors, Inc. | 89K | $6.8M | ▲+1.7% Added · +1K 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, 9 funds opened a new position in VCRM and 36 added to an existing one, while 5 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 78 funds | $17.4B |
| Nvidia CorpNVDA | 77 funds | $22.2B |
| Apple IncAAPL | 76 funds | $17.8B |
| Vanguard S&P 500 ETFVOO | 75 funds | $2.6B |
| JPMorgan Chase & CoJPM | 74 funds | $6.1B |
| Vanguard Total Stock MKT ETFVTI | 73 funds | $2.7B |
| Ishares Core S&P 500 ETFIVV | 72 funds | $16.2B |
| Alphabet Inc-CL AGOOGL | 72 funds | $12.7B |
| Alphabet Inc-CL CGOOG | 72 funds | $7.0B |
| SS SPDR S&P 500 ETF Trust-USSPY | 72 funds | $2.6B |
| Amazon.com IncAMZN | 71 funds | $15.2B |
| Johnson & JohnsonJNJ | 71 funds | $3.5B |
Ranked by how many of VCRM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VCRM.
| Class | 13F holders | Value held |
|---|---|---|
| VTEBmc | 1298 funds | $28.4B |
| VTEImc | 155 funds | $728.8M |
| VCRMthis pageFUND | 140 funds | $894.5M |
| VSDMSHORT TAX EXEMPT | 108 funds | $235.4M |
| VTELLONG TERM TAX EX | 32 funds | $68.4M |
| VWIUXTax-Exempt, Investment Grade, Intermediate-Term | 5 funds | $23.7M |
| VMLUXMutual Funds | 2 funds | $12.8M |
| VWSUXOPEN END -NO LOAD FUND | 2 funds | $4.0M |
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.