Among active 13F managers last quarter, 5 opened and 15 added, while 9 reduced; the largest holder to move was Hennion & Walsh Asset Management, Inc. (+28%).
98 tracked 13F filers disclose a position in VGM as of the latest SEC 13F filings, a combined $112.0M 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 | Hennion & Walsh Asset Management, Inc. | 1.2M | $13.2M | ▲+28% Added · +269K sh | Q2 2026 | |
| 2 | Guggenheim Capital LLC | 1.2M | $11.5M | ▼−6.6% Reduced · −82K sh | Q1 2026 | |
| 3 | LPL Financial LLC | 691K | $6.8M | ▼−19% Reduced · −165K sh | Q1 2026 | |
| 4 | Morgan Stanley | 687K | $6.8M | ▲+6.5% Added · +42K sh | Q1 2026 | |
| 5 | Wells Fargo & Company | 573K | $5.7M | ▼−4.5% Reduced · −27K sh | Q1 2026 | |
| 6 | UBS Group AG | 572K | $5.6M | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 7 | Ameriprise Financial Inc | 518K | $5.1M | ▲+20% Added · +85K sh | Q1 2026 | |
| 8 | Bank Of America Corp | 494K | $4.9M | ▲+3.9% Added · +19K sh | Q1 2026 | |
| 9 | N.E.W. Advisory Services LLC | 374K | $4.0M | ▲+63% Added · +144K sh | Q2 2026 | |
| 10 | Royal Bank Of Canada | 367K | $3.6M | ▲+6.4% Added · +22K sh | Q1 2026 | |
| 11 | Van Eck Associates Corp | 355K | $3.8M | ▲+13% Added · +42K sh | Q2 2026 | |
| 12 | Greatmark Investment Partners, Inc. | 249K | $2.6M | —Held | Q2 2026 | |
| 13 | Stifel Financial Corp | 237K | $2.3M | ▼−3.4% Reduced · −8K sh | Q1 2026 | |
| 14 | Melone Private Wealth, LLC | 231K | $2.4M | ▲+34% Added · +58K sh | Q2 2026 | |
| 15 | Advisors Asset Management, Inc. | 194K | $2.1M | ▲+0.2% Added · +351 sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | 187K | $1.8M | ▲+46% Added · +59K sh | Q1 2026 | |
| 17 | Commonwealth Equity Services, LLC | 169K | $1.7M | ▲+6.0% Added · +10K sh | Q1 2026 | |
| 18 | Stratos Wealth Partners, LTD. | 168K | $1.8M | ▲+3.3% Added · +5K sh | Q2 2026 | |
| 19 | Fiera Capital Corp | 155K | $1.6M | ▲+73% Added · +65K sh | Q2 2026 | |
| 20 | Raymond James Financial Inc | 149K | $1.5M | ▼−13% Reduced · −22K sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | 137K | $1.5M | ▲+96% Added · +67K sh | Q2 2026 | |
| 22 | Indiana Trust & Investment Management Co | 122K | $1.3M | —Held | Q2 2026 | |
| 23 | Truist Financial Corp | 112K | $1.1M | ▼−70% Reduced · −259K sh | Q1 2026 | |
| 24 | Claro Advisors Inc. | 100K | $1.1M | ▼−11% Reduced · −13K sh | Q2 2026 | |
| 25 | Harbour Investments, Inc. | 99K | $976K | ▲+281% Added · +73K 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, 5 funds opened a new position in VGM and 15 added to an existing one, while 9 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 48 funds | $53.2B |
| Apple IncAAPL | 46 funds | $65.2B |
| Amazon.com IncAMZN | 46 funds | $37.1B |
| Alphabet Inc-CL AGOOGL | 46 funds | $36.6B |
| Nvidia CorpNVDA | 44 funds | $92.5B |
| Broadcom IncAVGO | 44 funds | $35.1B |
| Alphabet Inc-CL CGOOG | 44 funds | $19.5B |
| Meta Platforms Inc-Class AMETA | 44 funds | $18.5B |
| Eli Lilly & CoLLY | 44 funds | $17.0B |
| Tesla IncTSLA | 44 funds | $13.0B |
| Walmart IncWMT | 44 funds | $12.4B |
| Visa Inc-Class A SharesV | 44 funds | $9.5B |
Ranked by how many of VGM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VGM.
Connected entities for VGM
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/VGM/capital-change-brief"
Use Arkolith's capital_change_brief for VGM. 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 VGM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.