94 tracked 13F filers disclose a position in VEL as of the latest SEC 13F filings, a combined $707.1M 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 | Snow Phipps Group, LLC | $246.5M | 13.4M | —Held | Q2 2026 | |
| 2 | Allianz Asset Management GmbH | $228.6M | 12.6M | —Held | Q1 2026 | |
| 3 | Beach Point Capital Management LP | $121.5M | 6.6M | ▲+0.4% Added · +24K sh | Q2 2026 | |
| 4 | BlackRock, Inc. | $29.7M | 1.6M | ▼−1.8% Reduced · −30K sh | Q1 2026 | |
| 5 | DIMENSIONAL FUND ADVISORS LP | $10.5M | 583K | ▲+16% Added · +81K sh | Q1 2026 | |
| 6 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $8.7M | 483K | ▲+7.3% Added · +33K sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $8.7M | 481K | →First observed position No prior filed position | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $5.2M | 285K | ▲+23% Added · +53K sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $5.0M | 275K | ▲+59% Added · +102K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $5.0M | 273K | ▲+9.2% Added · +23K sh | Q2 2026 | |
| 11 | STATE STREET CORP | $4.6M | 250K | ▲+14% Added · +32K sh | Q2 2026 | |
| 12 | Man Group plc | $2.2M | 117K | ▲+53% Added · +41K sh | Q2 2026 | |
| 13 | Qube Research & Technologies Ltd | $1.9M | 106K | ▼−20% Reduced · −26K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $1.6M | 88K | ▼−16% Reduced · −17K sh | Q1 2026 | |
| 15 | D. E. Shaw & Co., Inc. | $1.6M | 88K | ▲+489% Added · +73K sh | Q1 2026 | |
| 16 | HSBC HOLDINGS PLC | $1.6M | 87K | ▲+24% Added · +17K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.5M | 85K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $1.5M | 81K | ▲+4.3% Added · +3K sh | Q1 2026 | |
| 19 | NFJ INVESTMENT GROUP, LLC | $1.3M | 73K | —Held | Q2 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $1.3M | 69K | →First observed position No prior filed position | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.2M | 67K | →First observed position No prior filed position | Q1 2026 | |
| 22 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.1M | 59K | ▼−40% Reduced · −39K sh | Q1 2026 | |
| 23 | AQR CAPITAL MANAGEMENT LLC | $1.1M | 59K | ▼−22% Reduced · −16K sh | Q1 2026 | |
| 24 | TUDOR INVESTMENT CORP ET AL | $1.1M | 59K | ▲+99% Added · +29K sh | Q1 2026 | |
| 25 | Creative Planning | $975K | 54K | ▼−5.4% Reduced · −3K sh | Q1 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 VEL and 19 added to an existing one, while 15 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 |
|---|---|---|
| NVIDIA CORPNVDA | 44 funds | $121.3B |
| APPLE INCAAPL | 44 funds | $94.8B |
| MICROSOFT CORPMSFT | 44 funds | $82.2B |
| BROADCOM INCAVGO | 44 funds | $49.5B |
| ELI LILLY & COLLY | 44 funds | $21.4B |
| CHEVRON CORPCVX | 44 funds | $9.4B |
| BANK OF AMERICA CORPBAC | 44 funds | $8.6B |
| WELLS FARGO & COWFC | 44 funds | $6.9B |
| ALPHABET INC-CL AGOOGL | 43 funds | $52.9B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $29.3B |
| JPMORGAN CHASE & COJPM | 43 funds | $21.2B |
| MICRON TECHNOLOGY INCMU | 43 funds | $17.0B |
Ranked by how many of VEL's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Kelly Roland Thomas | Chief Legal Officer and GC | Sell (S) | 2K | $29K |
| Aug 11, 2026 | Taylor Jeffrey T. | Executive VP, Capital Markets | Sell (S) | 4K | $83K |
| Aug 11, 2026 | Tam Fiona | Chief Accounting Officer | Sell (S) | 1K | $23K |
| Aug 10, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell (S) | 2K | $36K |
| Aug 6, 2026 | Kelly Roland Thomas | Chief Legal Officer and GC | Sell (S) | 2K | $29K |
| Aug 6, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell (S) | 400 | $7K |
| Jul 28, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell (S) | 400 | $7K |
| Jul 7, 2026 | Tam Fiona | Chief Accounting Officer | Sell (S) | 68 | $1K |
| Jul 7, 2026 | Taylor Jeffrey T. | Executive VP, Capital Markets | Sell (S) | 2K | $41K |
| Jul 1, 2026 | Kelly Roland Thomas | Chief Legal Officer and GC | Sell (S) | 2K | $30K |
| Jun 26, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell (S) | 2K | $28K |
| May 1, 2026 | Szczepaniak Mark R | Chief Financial Officer | Sell (S) | 2K | $30K |
Connected entities for VEL
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/VEL/capital-change-brief"
Use Arkolith's capital_change_brief for VEL. 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 VEL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.