The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query VGM owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VGM"
Use Arkolith to show who owns VGM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $9.7M | 978K | ▲+96% Added · +479K sh | Q1 2026 | |
| 2 | MACKAY SHIELDS LLC | $2.1M | 209K | ▼−32% Reduced · −99K sh | Q1 2026 | |
| 3 | Advisors Asset Management, Inc. | $1.9M | 194K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 4 | Stratos Wealth Partners, LTD. | $1.6M | 163K | ▲+50% Added · +54K sh | Q1 2026 | |
| 5 | Fiera Capital Corp | $880K | 89K | ▲New +89K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | $689K | 70K | ▲+19% Added · +11K sh | Q1 2026 | |
| 7 | Private Advisor Group, LLC | $678K | 69K | ▲+0.4% Added · +254 sh | Q1 2026 | |
| 8 | Kestra Advisory Services, LLC | $442K | 45K | ▲+123% Added · +25K sh | Q1 2026 | |
| 9 | Summit Trail Advisors, LLC | $405K | 41K | ▲New +41K sh | Q1 2026 | |
| 10 | Cornerstone Wealth Management, LLC | $300K | 30K | ▲+77% Added · +13K sh | Q1 2026 | |
| 11 | Prospera Financial Services Inc | $292K | 30K | —Held | Q1 2026 | |
| 12 | &PARTNERS | $287K | 29K | ▲+13% Added · +3K sh | Q1 2026 | |
| 13 | Compound Planning, Inc. | $177K | 18K | ▲+7.0% Added · +1K sh | Q1 2026 | |
| 14 | AlphaCore Capital LLC | $168K | 17K | ▲+1.9% Added · +319 sh | Q1 2026 | |
| 15 | Dynamic Advisor Solutions LLC | $140K | 14K | —Held | Q1 2026 | |
| 16 | Apella Capital, LLC | $134K | 13K | ▲New +13K sh | Q1 2026 | |
| 17 | Concurrent Investment Advisors, LLC | $122K | 12K | ▲+10% Added · +1K sh | Q1 2026 | |
| 18 | Integrated Wealth Concepts LLC | $109K | 11K | ▲New +11K sh | Q1 2026 | |
| 19 | CWM, LLC | $48K | 5K | ▲25× Added · +5K sh | Q1 2026 | |
| 20 | HUNTINGTON NATIONAL BANK | $44K | 5K | —Held | Q1 2026 | |
| 21 | IFP Advisors, Inc | $36K | 4K | ▼−1.4% Reduced · −51 sh | Q1 2026 | |
| 22 | EASTERN BANK | $22K | 2K | —Held | Q1 2026 | |
| 23 | Ancora Advisors LLC | $11K | 1K | ▼−9.4% Reduced · −113 sh | Q1 2026 | |
| 24 | CULLEN/FROST BANKERS, INC. | $10K | 1K | ▲New +1K sh | Q1 2026 | |
| 25 | ROTHSCHILD INVESTMENT LLC | $8K | 800 | —Held | 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 |
|---|---|---|---|---|---|
| Sep 4, 2025 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 500 | — |
| May 31, 2024 | JPMorgan Chase Bank, N.A. | 10% Owner | Other (J) | 410 | — |
| May 15, 2012 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 550 | $8K |
| May 14, 2012 | BANK OF AMERICA CORP /DE/ | 10% Owner | Sell (S) | 550 | $8K |
| Feb 10, 2012 | BANK OF AMERICA CORP /DE/ | 10% Owner | Other (J) | 1 | $25K |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 33 funds | $11.9B |
| MICROSOFT CORPMSFT | 33 funds | $10.4B |
| ALPHABET INC-CL AGOOGL | 32 funds | $7.9B |
| AMAZON.COM INCAMZN | 32 funds | $6.7B |
| BROADCOM INCAVGO | 32 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 32 funds | $3.9B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $3.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 32 funds | $3.2B |
| ELI LILLY & COLLY | 32 funds | $2.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $2.6B |
| JOHNSON & JOHNSONJNJ | 32 funds | $2.5B |
| EXXON MOBIL CORPXOM | 32 funds | $2.4B |
Ranked by how many of VGM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.