| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Forvis Mazars Wealth Advisors, LLC | $567.2M | 7.55M | Added | Q1 2026 |
| 2 | CBIZ Investment Advisory Services, LLC | $401.9M | 5.35M | Reduced | Q1 2026 |
| 3 | CIBC Asset Management Inc | $364.8M | 4.86M | Added | Q1 2026 |
| 4 | Kestra Investment Management, LLC | $363.2M | 4.84M | Added | Q1 2026 |
| 5 | Cresset Asset Management, LLC | $344.8M | 4.59M | Added | Q1 2026 |
| 6 | BLAIR WILLIAM & CO/IL | $313.1M | 4.17M | Added | Q1 2026 |
| 7 | WestEnd Advisors, LLC | $285.1M | 3.80M | Added | Q1 2026 |
| 8 | VANGUARD ADVISERS INC | $263.8M | 3.51M | New | Q1 2026 |
| 9 | Summit Financial, LLC | $259.3M | 3.45M | Added | Q1 2026 |
| 10 | LINCOLN NATIONAL CORP | $249.0M | 3.32M | Reduced | Q1 2026 |
| 11 | Choate Investment Advisors | $233.2M | 3.10M | Added | Q1 2026 |
| 12 | JOHNSON INVESTMENT COUNSEL INC | $209.6M | 2.79M | Added | Q1 2026 |
| 13 | HOWLAND CAPITAL MANAGEMENT LLC | $161.4M | 2.15M | Added | Q1 2026 |
| 14 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $138.3M | 1.84M | Reduced | Q1 2026 |
| 15 | HARDING LOEVNER LP | $105.1M | 1.40M | Reduced | Q1 2026 |
| 16 | J.Safra Asset Management Corp | $81.7M | 1.09M | Added | Q1 2026 |
| 17 | PINNACLE ASSOCIATES LTD | $79.4M | 1.06M | Added | Q1 2026 |
| 18 | HB Wealth Management, LLC | $76.8M | 1.02M | Reduced | Q1 2026 |
| 19 | Karpus Management, Inc. | $73.4M | 976.7K | Added | Q1 2026 |
| 20 | Laird Norton Wetherby Trust Company, LLC | $72.8M | 968.7K | Reduced | Q1 2026 |
| 21 | CWM, LLC | $70.4M | 937.6K | Added | Q1 2026 |
| 22 | Cardinal Point Capital Management ULC | $68.0M | 904.9K | Added | Q1 2026 |
| 23 | Wharton Business Group, LLC | $66.2M | 881.7K | Reduced | Q1 2026 |
| 24 | Waverly Advisors, LLC | $65.8M | 876.5K | Added | Q1 2026 |
| 25 | Nicholas Hoffman & Company, LLC. | $61.8M | 822.5K | Added | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 357 funds | $56.6B |
| Jpmorgan Chase & CoJPM | 354 funds | $23.5B |
| Apple IncAAPL | 353 funds | $69.5B |
| LPHABET INCGOOG | 353 funds | $28.5B |
| Johnson & JohnsonJNJ | 353 funds | $16.1B |
| Nvidia Corp ComNVDA | 352 funds | $63.7B |
| Amazon.com IncAMZN | 352 funds | $40.5B |
| GOOGLE INCGOOGL | 352 funds | $35.5B |
| ISHARES TRXOM | 351 funds | $13.2B |
| TATE STR SPDR S&P 500 ETF TSPY | 350 funds | $42.3B |
| ISHARES TRABBV | 350 funds | $8.8B |
| Lilly Eli & CompanyLLY | 349 funds | $15.5B |
Ranked by how many of VEU's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VEU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.