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/VGSR/capital-change-brief"
Use Arkolith's capital_change_brief for VGSR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BRIGHTON JONES LLC | $38.0M | 3.7M | ▲+2.7% Added · +96K sh | Q1 2026 | |
| 2 | Focus Partners Wealth | $37.2M | 3.5M | ▼−3.4% Reduced · −123K sh | Q1 2026 | |
| 3 | FMR LLC | $15.6M | 1.5M | ▲+11% Added · +144K sh | Q1 2026 | |
| 4 | Forum Financial Management, LP | $13.7M | 1.3M | ▲+1.1% Added · +15K sh | Q1 2026 | |
| 5 | PFG Investments, LLC | $9.5M | 919K | ▲+0.8% Added · +8K sh | Q1 2026 | |
| 6 | MISSION WEALTH MANAGEMENT, LP | $6.5M | 632K | ▼−1.0% Reduced · −6K sh | Q1 2026 | |
| 7 | WCG Wealth Advisors LLC | $5.6M | 546K | ▲+2.4% Added · +13K sh | Q1 2026 | |
| 8 | SOA Wealth Advisors, LLC. | $5.6M | 540K | ▲+3.2% Added · +17K sh | Q1 2026 | |
| 9 | Savant Capital, LLC | $5.2M | 507K | ▲+12% Added · +54K sh | Q1 2026 | |
| 10 | MASECO LLP | $5.2M | 501K | ▲+31% Added · +119K sh | Q1 2026 | |
| 11 | North Berkeley Wealth Management, LLC | $5.0M | 480K | ▲+1.7% Added · +8K sh | Q1 2026 | |
| 12 | Sand Hill Global Advisors, LLC | $4.1M | 397K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 13 | EP Wealth Advisors, LLC | $3.8M | 365K | ▲New +365K sh | Q1 2026 | |
| 14 | Focus Partners Advisor Solutions, LLC | $3.6M | 352K | ▲+204% Added · +236K sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $3.4M | 334K | ▼−4.1% Reduced · −14K sh | Q1 2026 | |
| 16 | Envestnet Portfolio Solutions, Inc. | $3.4M | 331K | ▼−0.8% Reduced · −3K sh | Q1 2026 | |
| 17 | Allodium Investment Consultants, LLC | $2.9M | 258K | ▲+6.0% Added · +15K sh | Q2 2026 | |
| 18 | Beacon Pointe Advisors, LLC | $2.6M | 249K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 19 | Perigon Wealth Management, LLC | $2.2M | 217K | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $1.6M | 156K | —Held | Q1 2026 | |
| 21 | Prime Capital Investment Advisors, LLC | $1.4M | 132K | ▼−26% Reduced · −46K sh | Q1 2026 | |
| 22 | US BANCORP \DE\ | $1.2M | 119K | ▲+2.4% Added · +3K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $1.1M | 108K | ▲+585% Added · +92K sh | Q1 2026 | |
| 24 | Level Financial Advisors | $1.2M | 103K | ▼−0.7% Reduced · −723 sh | Q2 2026 | |
| 25 | Dynamic Advisor Solutions LLC | $1.2M | 102K | ▲+6.2% Added · +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.
| Class | 13F holders | Value held |
|---|---|---|
| VGSRthis pageVERT GLB SUST RE | 57 funds | $188.2M |
| SWPSWP GROWTH & INC | 4 funds | $914K |
| TOAKTWIN OAK SHORT | 3 funds | $32.3M |
| 56170L562DEEPWATER BEH SM | 2 funds | $804K |
| SJCPSANJAC ALPHA COR | 2 funds | $207K |
| HRSMXHOOD RIV SMALL C | 1 funds | $1.9M |
| 56170L679SANJAC ALPHA LOW | 1 funds | $5K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 30 funds | $6.5B |
| NVIDIA CORPNVDA | 30 funds | $4.7B |
| MICROSOFT CORPMSFT | 30 funds | $4.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 30 funds | $3.9B |
| AMAZON.COM INCAMZN | 29 funds | $3.5B |
| VANGUARD FTSE DEVELOPED ETFVEA | 29 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 29 funds | $2.1B |
| ALPHABET INC-CL CGOOG | 29 funds | $2.0B |
| EXXON MOBIL CORPXOM | 29 funds | $1.0B |
| ELI LILLY & COLLY | 29 funds | $956.6M |
| BANK OF AMERICA CORPBAC | 29 funds | $340.8M |
| ISHARES CORE S&P 500 ETFIVV | 28 funds | $6.0B |
Ranked by how many of VGSR'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VGSR. 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.