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/VFC/capital-change-brief"
Use Arkolith's capital_change_brief for VFC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PNC FINANCIAL SERVICES GROUP, INC. | $1.3B | 74.1M | ▼−0.3% Reduced · −264K sh | Q1 2026 | |
| 2 | DODGE & COX | $561.1M | 33.0M | ▼−19% Reduced · −7.7M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $518.2M | 30.5M | ▲+3.9% Added · +1.1M sh | Q1 2026 | |
| 4 | M&G Plc | $438.4M | 25.8M | ▲+0.9% Added · +236K sh | Q1 2026 | |
| 5 | NORTHERN TRUST CORP | $341.1M | 20.1M | ▲+0.4% Added · +87K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $307.1M | 18.1M | ▲New +18.1M sh | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $285.6M | 16.8M | ▲New +16.8M sh | Q1 2026 | |
| 8 | AQR CAPITAL MANAGEMENT LLC | $239.6M | 14.3M | ▲+137% Added · +8.3M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $186.5M | 11.0M | ▲+1.8% Added · +191K sh | Q1 2026 | |
| 10 | FMR LLC | $148.5M | 8.7M | ▼−31% Reduced · −4.0M sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $117.7M | 6.9M | ▲+19% Added · +1.1M sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $104.9M | 6.2M | ▲+3.4% Added · +203K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $102.0M | 6.0M | ▲+6.9% Added · +389K sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $85.3M | 5.0M | ▼−26% Reduced · −1.7M sh | Q1 2026 | |
| 15 | Engaged Capital LLC | $79.5M | 4.7M | ▼−12% Reduced · −628K sh | Q1 2026 | |
| 16 | AMERICAN CENTURY COMPANIES INC | $75.6M | 4.4M | ▲+13% Added · +508K sh | Q1 2026 | |
| 17 | UBS Group AG | $74.4M | 4.4M | ▲+8.4% Added · +338K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $73.8M | 4.3M | ▲+3.8% Added · +158K sh | Q1 2026 | |
| 19 | NORGES BANK | $76.1M | 4.2M | ▲+9.5% Added · +364K sh | Q4 2025 | |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $69.7M | 4.1M | ▲+22% Added · +736K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $48.1M | 2.9M | ▲+21% Added · +509K sh | Q1 2026 | |
| 22 | Fund 1 Investments, LLC | $48.5M | 2.9M | ▲+393% Added · +2.3M sh | Q1 2026 | |
| 23 | GOLDMAN SACHS GROUP INC | $45.7M | 2.7M | ▲+107% Added · +1.4M sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $45.2M | 2.7M | ▲+1.4% Added · +37K sh | Q1 2026 | |
| 25 | DEPRINCE RACE & ZOLLO INC | $44.0M | 2.6M | ▼−2.2% Reduced · −58K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 26, 2026 | Carucci Richard | Director | Grant (A) | 4K | $75K |
| Jun 26, 2026 | HOPLAMAZIAN MARK SAMUEL | Director | Grant (A) | 1K | $25K |
| Jun 26, 2026 | Shattock Matthew J | Director | Grant (A) | 2K | $31K |
| Jun 9, 2026 | Carucci Richard | Director | Buy (P) | 30K | $515K |
| Jun 4, 2026 | Vogel Paul Aaron | Exec. Vice President and CFO | Tax withholding (F) | 10K | $168K |
| Jun 4, 2026 | Dalmia Abhishek | EVP, Chief Operating Officer | Tax withholding (F) | 11K | $186K |
| Jun 4, 2026 | Sim Jennifer S. | EVP, CLO and Corp Secretary | Tax withholding (F) | 4K | $67K |
| Jun 4, 2026 | Hyder Brent | EVP, Chief Commercial Officer | Tax withholding (F) | 20K | $335K |
| Jun 4, 2026 | Phillips Michael Edward | VP, Chief Accounting Officer | Tax withholding (F) | 2K | $26K |
| Jun 4, 2026 | Darrell Bracken | President & Chief Exec Officer, Director | Tax withholding (F) | 36K | $598K |
| May 28, 2026 | Phillips Michael Edward | VP, Chief Accounting Officer | Tax withholding (F) | 941 | $16K |
| May 28, 2026 | Dalmia Abhishek | EVP, Chief Operating Officer | Tax withholding (F) | 37K | $640K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 177 funds | $58.9B |
| NVIDIA CORPNVDA | 176 funds | $82.9B |
| JPMORGAN CHASE & COJPM | 173 funds | $20.5B |
| ELI LILLY & COLLY | 173 funds | $15.7B |
| HOME DEPOT INCHD | 173 funds | $8.2B |
| AMAZON.COM INCAMZN | 172 funds | $44.0B |
| ALPHABET INC-CL CGOOG | 172 funds | $28.8B |
| META PLATFORMS INC-CLASS AMETA | 172 funds | $28.0B |
| CHEVRON CORPCVX | 172 funds | $8.1B |
| CITIGROUP INCC | 172 funds | $5.0B |
| ALPHABET INC-CL AGOOGL | 171 funds | $38.8B |
| BROADCOM INCAVGO | 171 funds | $30.8B |
Ranked by how many of VFC'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 VFC. 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.