Among active 13F managers last quarter, 6 opened and 7 added, while 4 reduced; the largest holder to move was Dahring | Cusmano LLC (+17%).
36 tracked 13F filers disclose a position in VGMS as of the latest SEC 13F filings, a combined $58.5M 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 | Dahring | Cusmano LLC | 224K | $11.5M | ▲+17% Added · +32K sh | Q2 2026 | |
| 2 | Holos Integrated Wealth LLC | 195K | $10.0M | ▲+25% Added · +39K sh | Q2 2026 | |
| 3 | Buska Wealth Management, LLC | 100K | $5.1M | ▲+68% Added · +40K sh | Q2 2026 | |
| 4 | Rialto Wealth Management, LLC | 86K | $4.4M | ▲+25% Added · +17K sh | Q2 2026 | |
| 5 | New Capital Management LP | 86K | $4.4M | ▲+1.2% Added · +989 sh | Q2 2026 | |
| 6 | Net Worth Advisory Group | 84K | $4.3M | ▲New +84K sh | Q2 2026 | |
| 7 | GSG Advisors LLC | 62K | $3.2M | ▲+56% Added · +22K sh | Q2 2026 | |
| 8 | Jane Street Group, LLC | 27K | $1.4M | ▼−58% Reduced · −38K sh | Q1 2026 | |
| 9 | Modern Wealth Management, LLC | 25K | $1.3M | ▲+71% Added · +11K sh | Q2 2026 | |
| 10 | D.B. Root & Company, LLC | 22K | $1.1M | ▼−67% Reduced · −45K sh | Q2 2026 | |
| 11 | Kestra Private Wealth Services, LLC | 21K | $1.1M | ▲+39% Added · +6K sh | Q2 2026 | |
| 12 | D'Orazio & Associates, Inc. | 20K | $1.0M | ▲+29% Added · +4K sh | Q2 2026 | |
| 13 | Afg Fiduciary Services Limited Partnership | 19K | $970K | ▲+0.2% Added · +35 sh | Q2 2026 | |
| 14 | CRA Financial Services, LLC | 17K | $897K | ▲+2.3% Added · +397 sh | Q2 2026 | |
| 15 | Sage Rhino Capital LLC | 17K | $867K | ▼−21% Reduced · −4K sh | Q2 2026 | |
| 16 | Beacon Pointe Advisors, LLC | 17K | $854K | ▲+138% Added · +10K sh | Q2 2026 | |
| 17 | Citadel Advisors LLC | 16K | $818K | ▼−49% Reduced · −15K sh | Q2 2026 | |
| 18 | SteelPeak Wealth, LLC | 14K | $719K | ▲New +14K sh | Q2 2026 | |
| 19 | Oppenheimer & Co Inc | 10K | $535K | ▲New +10K sh | Q2 2026 | |
| 20 | Commonwealth Equity Services, LLC | 10K | $497K | ▲+112% Added · +5K sh | Q1 2026 | |
| 21 | Royal Bank Of Canada | 9K | $481K | ▼−7.7% Reduced · −785 sh | Q1 2026 | |
| 22 | Ancora Advisors LLC | 8K | $422K | ▲+192% Added · +5K sh | Q2 2026 | |
| 23 | SageOak Financial, LLC | 8K | $398K | ▲New +8K sh | Q2 2026 | |
| 24 | Pennsylvania Capital Management Inc | 7K | $371K | ▲New +7K sh | Q2 2026 | |
| 25 | Compound Planning, Inc. | 6K | $304K | ▲New +6K sh | Q2 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, 6 funds opened a new position in VGMS and 7 added to an existing one, while 4 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 |
|---|---|---|
| Apple IncAAPL | 17 funds | $3.1B |
| Microsoft CorpMSFT | 16 funds | $2.0B |
| Amazon.com IncAMZN | 15 funds | $3.0B |
| Nvidia CorpNVDA | 15 funds | $3.0B |
| Alphabet Inc-CL AGOOGL | 15 funds | $1.4B |
| Berkshire Hathaway Inc-CL BBRK/B | 15 funds | $861.4M |
| ExxonMobil Holdings CorpXOM | 15 funds | $646.7M |
| Eli Lilly & CoLLY | 14 funds | $1.3B |
| Walmart IncWMT | 14 funds | $734.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $592.5M |
| Vanguard Total Stock MKT ETFVTI | 14 funds | $485.2M |
| Invesco QQQ Trust Series 1QQQ | 14 funds | $329.7M |
Ranked by how many of VGMS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VGMS.
| Class | 13F holders | Value held |
|---|---|---|
| VTIPmc | 876 funds | $10.3B |
| VCRBmc | 283 funds | $5.7B |
| VPLSmc | 159 funds | $760.4M |
| VSDBSHORT DURATION B | 49 funds | $702.3M |
| VGMSthis pageMULTI SECTOR | 36 funds | $58.5M |
| VTPUIE | 18 funds | $13.0M |
| VTGmc | 12 funds | $12.3M |
| VGVTGOVT ACTIV ETF | 8 funds | $4.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VGMS
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/VGMS/capital-change-brief"
Use Arkolith's capital_change_brief for VGMS. 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 VGMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.