93 tracked 13F filers disclose a position in VGM as of the latest SEC 13F filings, a combined $101.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | $13.2M | 1.2M | ▲+28% Added · +269K sh | Q2 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $11.5M | 1.2M | ▼−6.6% Reduced · −82K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $6.8M | 691K | ▼−19% Reduced · −165K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $6.8M | 687K | ▲+6.5% Added · +42K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $5.7M | 573K | ▼−4.5% Reduced · −27K sh | Q1 2026 | |
| 6 | UBS Group AG | $5.6M | 572K | ▲+0.6% Added · +3K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $5.1M | 518K | ▲+20% Added · +85K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $4.9M | 494K | ▲+3.9% Added · +19K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $3.6M | 367K | ▲+6.4% Added · +22K sh | Q1 2026 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 313K | ▲+0.5% Added · +2K sh | Q1 2026 | |
| 11 | GREATMARK INVESTMENT PARTNERS, INC. | $2.6M | 249K | —Held | Q2 2026 | |
| 12 | STIFEL FINANCIAL CORP | $2.3M | 237K | ▼−3.4% Reduced · −8K sh | Q1 2026 | |
| 13 | Melone Private Wealth, LLC | $2.4M | 231K | ▲+34% Added · +58K sh | Q2 2026 | |
| 14 | Advisors Asset Management, Inc. | $1.9M | 194K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 15 | Cetera Investment Advisers | $1.8M | 187K | ▲+46% Added · +59K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 169K | ▲+6.0% Added · +10K sh | Q1 2026 | |
| 17 | Stratos Wealth Partners, LTD. | $1.6M | 163K | ▲+50% Added · +54K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $1.5M | 149K | ▼−13% Reduced · −22K sh | Q1 2026 | |
| 19 | Indiana Trust & Investment Management Co | $1.3M | 122K | —Held | Q2 2026 | |
| 20 | TRUIST FINANCIAL CORP | $1.1M | 112K | ▼−70% Reduced · −259K sh | Q1 2026 | |
| 21 | Claro Advisors Inc. | $1.1M | 100K | ▼−11% Reduced · −13K sh | Q2 2026 | |
| 22 | HARBOUR INVESTMENTS, INC. | $976K | 99K | ▲+281% Added · +73K sh | Q1 2026 | |
| 23 | Fiera Capital Corp | $880K | 89K | ▲New +89K sh | Q1 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $858K | 87K | ▲+41% Added · +25K sh | Q1 2026 | |
| 25 | Cutler Capital Management, LLC | $850K | 86K | —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.
Last quarter, 7 funds opened a new position in VGM and 11 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 44 funds | $52.8B |
| AMAZON.COM INCAMZN | 43 funds | $36.4B |
| ALPHABET INC-CL AGOOGL | 43 funds | $36.3B |
| APPLE INCAAPL | 42 funds | $64.7B |
| ALPHABET INC-CL CGOOG | 42 funds | $19.3B |
| ABBVIE INCABBV | 42 funds | $8.1B |
| NVIDIA CORPNVDA | 41 funds | $77.3B |
| BROADCOM INCAVGO | 41 funds | $29.3B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $18.1B |
| ELI LILLY & COLLY | 41 funds | $16.5B |
| TESLA INCTSLA | 41 funds | $12.9B |
| WALMART INCWMT | 41 funds | $12.3B |
Ranked by how many of VGM's institutional holders also hold each name, a cross-fund conviction signal.
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.