30 tracked 13F filers disclose a position in VGMS as of the latest SEC 13F filings, a combined $50.1M 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 | DAHRING | CUSMANO LLC | $11.5M | 224K | ▲+17% Added · +32K sh | Q2 2026 | |
| 2 | Holos Integrated Wealth LLC | $10.0M | 195K | ▲+25% Added · +39K sh | Q2 2026 | |
| 3 | Buska Wealth Management, LLC | $5.1M | 100K | ▲+68% Added · +40K sh | Q2 2026 | |
| 4 | New Capital Management LP | $4.4M | 86K | ▲+1.2% Added · +989 sh | Q2 2026 | |
| 5 | Net Worth Advisory Group | $4.3M | 84K | ▲New +84K sh | Q2 2026 | |
| 6 | CITADEL ADVISORS LLC | $1.6M | 31K | ▲+280% Added · +23K sh | Q1 2026 | |
| 7 | Arete Wealth Advisors, LLC | $1.4M | 27K | ▲+27% Added · +6K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $1.4M | 27K | ▼−58% Reduced · −38K sh | Q1 2026 | |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 21K | ▲+39% Added · +6K sh | Q2 2026 | |
| 10 | D'Orazio & Associates, Inc. | $1.0M | 20K | ▲+29% Added · +4K sh | Q2 2026 | |
| 11 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $970K | 19K | ▲+0.2% Added · +35 sh | Q2 2026 | |
| 12 | CRA Financial Services, LLC | $897K | 17K | ▲+2.3% Added · +397 sh | Q2 2026 | |
| 13 | SAGE RHINO CAPITAL LLC | $867K | 17K | ▼−21% Reduced · −4K sh | Q2 2026 | |
| 14 | Modern Wealth Management, LLC | $757K | 15K | ▲New +15K sh | Q1 2026 | |
| 15 | SteelPeak Wealth, LLC | $719K | 14K | ▲New +14K sh | Q2 2026 | |
| 16 | OPPENHEIMER & CO INC | $535K | 10K | ▲New +10K sh | Q2 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $497K | 10K | ▲+112% Added · +5K sh | Q1 2026 | |
| 18 | ROYAL BANK OF CANADA | $481K | 9K | ▼−7.7% Reduced · −785 sh | Q1 2026 | |
| 19 | SageOak Financial, LLC | $398K | 8K | ▲New +8K sh | Q2 2026 | |
| 20 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $371K | 7K | ▲New +7K sh | Q2 2026 | |
| 21 | Beacon Pointe Advisors, LLC | $358K | 7K | ▲New +7K sh | Q1 2026 | |
| 22 | Compound Planning, Inc. | $304K | 6K | ▲New +6K sh | Q2 2026 | |
| 23 | Independence Asset Advisors, LLC | $290K | 6K | ▼−15% Reduced · −968 sh | Q2 2026 | |
| 24 | New England Private Wealth Advisors LLC | $264K | 5K | ▲+1.8% Added · +90 sh | Q2 2026 | |
| 25 | Insight Wealth Strategies, LLC | $247K | 5K | ▲New +5K 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, 5 funds opened a new position in VGMS and 7 added to an existing one, while 2 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 |
|---|---|---|
| APPLE INCAAPL | 14 funds | $2.1B |
| MICROSOFT CORPMSFT | 13 funds | $1.5B |
| NVIDIA CORPNVDA | 12 funds | $3.7B |
| AMAZON.COM INCAMZN | 12 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 12 funds | $1.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 12 funds | $856.5M |
| EXXON MOBIL CORPXOM | 12 funds | $293.0M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 11 funds | $406.4M |
| ELI LILLY & COLLY | 11 funds | $351.5M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 11 funds | $339.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 11 funds | $240.9M |
| WALMART INCWMT | 11 funds | $240.0M |
Ranked by how many of VGMS's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| VTIPmc | 701 funds | $9.1B |
| VCRBmc | 235 funds | $5.3B |
| VPLSmc | 122 funds | $604.3M |
| VSDBSHORT DURATION B | 42 funds | $688.4M |
| VGMSthis pageMULTI SECTOR | 30 funds | $50.1M |
| VTPUIE | 14 funds | $11.0M |
| VTGmc | 10 funds | $12.6M |
| VGVTGOVT ACTIV ETF | 8 funds | $5.8M |
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 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/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 + Form 4 insider transactions + 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.