8 tracked 13F filers disclose a position in VDIG as of the latest SEC 13F filings, a combined $1.9M 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 | WARNER FINANCIAL, INC | $706K | 11K | ▲New +11K sh | Q2 2026 | |
| 2 | Essex Financial Services, Inc. | $568K | 9K | ▲+132% Added · +5K sh | Q2 2026 | |
| 3 | Fiduciary Alliance LLC | $270K | 5K | ▲New +5K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $170K | 3K | ▲17× Added · +3K sh | Q1 2026 | |
| 5 | IMA Advisory Services, Inc. | $62K | 1K | ▲New +1K sh | Q2 2026 | |
| 6 | Ancora Advisors LLC | $60K | 955 | ▲+108% Added · +495 sh | Q2 2026 | |
| 7 | HARBOR INVESTMENT ADVISORY, LLC | $25K | 400 | ▲New +400 sh | Q2 2026 | |
| 8 | Allied Private Wealth LLC | $756 | 12 | ▲New +12 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, 4 funds opened a new position in VDIG 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 |
|---|---|---|
| APPLE INCAAPL | 6 funds | $411.1M |
| MARRIOTT INTERNATIONAL -CL AMAR | 6 funds | $233.5M |
| MICROSOFT CORPMSFT | 6 funds | $224.5M |
| VANGUARD S&P 500 ETFVOO | 6 funds | $213.8M |
| AMAZON.COM INCAMZN | 6 funds | $171.8M |
| JPMORGAN CHASE & COJPM | 6 funds | $169.7M |
| ALPHABET INC-CL AGOOGL | 6 funds | $160.3M |
| ISHARES CORE S&P 500 ETFIVV | 6 funds | $147.4M |
| NVIDIA CORPNVDA | 6 funds | $141.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 6 funds | $124.8M |
| VANGUARD VALUE ETFVTV | 6 funds | $122.5M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 6 funds | $120.0M |
Ranked by how many of VDIG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| 921938700UIE | 8 funds | $29.5M |
| VDIGthis pageWELLINGTON DIVID | 8 funds | $1.9M |
| VUSVWELLINGTON U S | 6 funds | $48.0M |
| 921938809UIE | 6 funds | $29.1M |
| 921938858UIE | 5 funds | $33.5M |
| 921938874UIE | 5 funds | $30.3M |
| 921938882TARGET MATURITY | 5 funds | $28.2M |
| 921938205OPEN END TAXABLE NO LOAD FUND | 5 funds | $898K |
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 VDIG
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/VDIG/capital-change-brief"
Use Arkolith's capital_change_brief for VDIG. 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 VDIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.