| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $341.4M | 5.83M | Reduced | Q1 2026 |
| 2 | NorthRock Partners, LLC | $285.0M | 4.87M | Added | Q1 2026 |
| 3 | STATE STREET CORP | $257.6M | 4.40M | Held | Q1 2026 |
| 4 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $170.8M | 2.92M | Added | Q1 2026 |
| 5 | Pure Financial Advisors, LLC | $162.7M | 2.78M | New | Q1 2026 |
| 6 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $133.7M | 2.28M | Reduced | Q1 2026 |
| 7 | NewEdge Wealth, LLC | $131.2M | 2.24M | Added | Q1 2026 |
| 8 | TD PRIVATE CLIENT WEALTH LLC | $121.2M | 2.07M | Added | Q1 2026 |
| 9 | RWA WEALTH PARTNERS, LLC | $120.6M | 2.06M | Added | Q1 2026 |
| 10 | MAI Capital Management | $110.4M | 1.89M | Added | Q1 2026 |
| 11 | Beacon Pointe Advisors, LLC | $84.5M | 1.44M | Added | Q1 2026 |
| 12 | COLDSTREAM CAPITAL MANAGEMENT INC | $79.9M | 1.37M | Reduced | Q1 2026 |
| 13 | Valmark Advisers, Inc. | $73.8M | 1.26M | Reduced | Q1 2026 |
| 14 | Advisory Alpha, LLC | $71.2M | 1.22M | Reduced | Q1 2026 |
| 15 | WIT, LLC | $69.6M | 1.19M | New | Q1 2026 |
| 16 | Elm Partners Management LLC | $68.2M | 1.17M | Reduced | Q1 2026 |
| 17 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma | $67.3M | 1.15M | Added | Q1 2026 |
| 18 | Aptus Capital Advisors, LLC | $66.8M | 1.14M | Added | Q1 2026 |
| 19 | Retirement Planning Group, LLC | $57.3M | 979.1K | Reduced | Q1 2026 |
| 20 | CAPITAL ADVISORS INC/OK | $54.7M | 935.1K | Added | Q1 2026 |
| 21 | Foster Group, Inc. | $50.6M | 864.8K | Added | Q1 2026 |
| 22 | PATTEN & PATTEN INC/TN | $49.1M | 838.3K | Added | Q1 2026 |
| 23 | Beacon Capital Management, Inc. | $44.7M | 763.8K | New | Q1 2026 |
| 24 | VANGUARD ADVISERS INC | $42.9M | 732.6K | New | Q1 2026 |
| 25 | Federation des caisses Desjardins du Quebec | $42.0M | 717.9K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Apple Inc.AAPL | 251 funds | $208.4B |
| Microsoft Corp.MSFT | 251 funds | $157.8B |
| JPMorgan Chase & Co.JPM | 250 funds | $55.1B |
| GOOGLE INCGOOGL | 249 funds | $94.0B |
| Johnson & JohnsonJNJ | 249 funds | $45.5B |
| Nvidia CorporationNVDA | 248 funds | $221.6B |
| Amazon.com IncAMZN | 248 funds | $112.5B |
| Meta Platforms, Inc.META | 248 funds | $69.7B |
| LPHABET INCGOOG | 247 funds | $72.3B |
| DANAHER CORP DELBRK/B | 247 funds | $48.9B |
| NORFOLK SOUTHN CORPMRK | 247 funds | $20.3B |
| Broadcom LtdAVGO | 246 funds | $80.0B |
Ranked by how many of VGSH's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VGSH. 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.