Among active 13F managers last quarter, 3 opened and none reduced or exited; the largest holder to move was Crewe Advisors LLC (new position). Over the last 180 days, 1 insider sold and 2 insiders bought, a net -$850K in open-market trades.
The legs disagree, or only one of them leans.
5 tracked 13F filers disclose a position in VEEE as of the latest SEC 13F filings, a combined $58K 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 | Keebeck Wealth Management | 11K | $56K | ▲New +11K sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 315 | $2K | ▲New +315 sh | Q2 2026 | |
| 3 | Crewe Advisors LLC | 1 | $6 | ▲New +1 sh | Q2 2026 | |
| 4 | Blue Trust, Inc. | 1 | $5 | ▲New +1 sh | Q2 2026 | |
| 5 | SBI Securities Co., Ltd. | 1 | $5 | ▲New +1 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, 3 funds opened a new position in VEEE, while none reduced or exited. 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 |
|---|---|---|
| Ishares 7-10 Year Treasury BIEF | 3 funds | $685.8M |
| Nvidia CorpNVDA | 3 funds | $520.3M |
| Vanguard S&P 500 ETFVOO | 3 funds | $465.3M |
| Vanguard Intermediate-Term TVGIT | 3 funds | $386.0M |
| Vanguard Ftse Europe ETFVGK | 3 funds | $308.9M |
| Ishares Core U.S. AggregateAGG | 3 funds | $262.4M |
| Ishares Core S&P 500 ETFIVV | 3 funds | $249.8M |
| Vanguard Total Stock MKT ETFVTI | 3 funds | $229.0M |
| Vanguard Int-Term CorporateVCIT | 3 funds | $219.5M |
| Apple IncAAPL | 3 funds | $209.3M |
| Ishares Core Msci EmergingIEMG | 3 funds | $180.4M |
| Invesco QQQ Trust Series 1QQQ | 3 funds | $161.4M |
Ranked by how many of VEEE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VEEE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 27, 2026 | Hrt Financial Lp | 10% Owner | Sell (S) | 50K | $897K |
| Mar 19, 2026 | Schuyler Kevin | Director | Buy (P) | 25K | $10K |
| Mar 18, 2026 | Swets Larry G Jr | Director | Buy (P) | 50K | $18K |
| Mar 16, 2026 | Swets Larry G Jr | Director | Buy (P) | 50K | $19K |
| Mar 13, 2026 | Swets Larry G Jr | Director | Buy (P) | 50K | $21K |
| Feb 23, 2026 | Visconti Joseph C | CEO & Interim CFO, Director | Buy (P) | 20K | $9K |
| Feb 23, 2026 | Swets Larry G Jr | Director | Buy (P) | 100K | $47K |
| Sep 12, 2024 | Dickerson Michael Patrick | Chief Financial Officer | Buy (P) | 50K | $25K |
| Sep 12, 2024 | Zimmer Karl J | President | Buy (P) | 35K | $16K |
| Sep 11, 2024 | Visconti Joseph C | CEO, Director, 10% Owner | Buy (P) | 41K | $16K |
| Sep 11, 2024 | Zimmer Karl J | President | Buy (P) | 50K | $22K |
| Dec 22, 2022 | Schuyler Kevin | Director | Buy (P) | 600 | $1K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 0 | 0 | – |
Insiders Form 4 open-market | 2 | 1 | -$850K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| VEEEthis pageCOM | 5 funds | $58K |
| 90177C200COM NEW | 3 funds | $16K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for VEEE
This stock 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/VEEE/capital-change-brief"
Use Arkolith's capital_change_brief for VEEE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VEEE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.