Among active 13F managers last quarter, 4 opened and 7 added, while 7 reduced; the largest holder to move was Bridgeway Capital Management, LLC (−4.1%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
55 tracked 13F filers disclose a position in VHI as of the latest SEC 13F filings, a combined $16.6M 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 | Bridgeway Capital Management, LLC | 220K | $3.2M | ▼−4.1% Reduced · −10K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 189K | $2.8M | ▲+13% Added · +22K sh | Q2 2026 | |
| 3 | Empowered Funds, LLC | 143K | $2.0M | ▲New +143K sh | Q1 2026 | |
| 4 | Renaissance Technologies LLC | 128K | $1.8M | ▼−6.2% Reduced · −9K sh | Q1 2026 | |
| 5 | National Philanthropic Trust | 88K | $1.3M | —Held | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 64K | $943K | ▼−8.9% Reduced · −6K sh | Q2 2026 | |
| 7 | Bank of New York Mellon Corp | 47K | $672K | ▼−1.1% Reduced · −524 sh | Q1 2026 | |
| 8 | Northern Trust Corp | 40K | $576K | ▼−1.6% Reduced · −671 sh | Q1 2026 | |
| 9 | State Street Corp | 38K | $562K | ▲+1.2% Added · +454 sh | Q2 2026 | |
| 10 | Jacobs Levy Equity Management, Inc | 31K | $461K | ▼−8.8% Reduced · −3K sh | Q2 2026 | |
| 11 | Millennium Management LLC | 20K | $284K | ▲+19% Added · +3K sh | Q1 2026 | |
| 12 | Vanguard Portfolio Management LLC | 17K | $243K | ▲+20% Added · +3K sh | Q2 2026 | |
| 13 | Charles Schwab Investment Management Inc | 16K | $236K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 14 | Citadel Advisors LLC | 14K | $206K | ▲+40% Added · +4K sh | Q2 2026 | |
| 15 | American Century Companies Inc | 12K | $175K | ▼−7.8% Reduced · −1K sh | Q1 2026 | |
| 16 | Connor, Clark & Lunn Investment Management Ltd. | 10K | $148K | ▲New +10K sh | Q2 2026 | |
| 17 | Howland Capital Management LLC | 10K | $147K | —Held | Q2 2026 | |
| 18 | Russell Investments Group, Ltd. | 8K | $113K | ▲+77% Added · +3K sh | Q1 2026 | |
| 19 | STRS Ohio | 7K | $106K | —Held | Q1 2026 | |
| 20 | Nano Cap New Millennium Growth Fund L P | 7K | $103K | ▲+17% Added · +1K sh | Q2 2026 | |
| 21 | UBS Group AG | 6K | $85K | ▲+408% Added · +5K sh | Q1 2026 | |
| 22 | Morgan Stanley | 6K | $81K | ▼−38% Reduced · −4K sh | Q1 2026 | |
| 23 | Rhumbline Advisers | 5K | $69K | ▲+11% Added · +498 sh | Q1 2026 | |
| 24 | JPMorgan Chase & Co | 3K | $42K | ▲+4.9% Added · +139 sh | Q1 2026 | |
| 25 | New York State Common Retirement Fund | 3K | $37K | —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, 4 funds opened a new position in VHI and 7 added to an existing one, while 7 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 |
|---|---|---|
| Nvidia CorpNVDA | 24 funds | $62.0B |
| Apple IncAAPL | 24 funds | $46.6B |
| Microsoft CorpMSFT | 24 funds | $38.8B |
| Broadcom IncAVGO | 24 funds | $20.6B |
| Alphabet Inc-CL CGOOG | 24 funds | $18.2B |
| Meta Platforms Inc-Class AMETA | 24 funds | $14.9B |
| Tesla IncTSLA | 24 funds | $12.9B |
| Eli Lilly & CoLLY | 24 funds | $11.3B |
| JPMorgan Chase & CoJPM | 24 funds | $9.7B |
| Mastercard Inc - AMA | 24 funds | $9.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 24 funds | $6.7B |
| Netflix IncNFLX | 24 funds | $6.7B |
Ranked by how many of VHI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VHI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 11, 2025 | Hanley Bryan A. | Senior VP and Treasurer | Buy (P) | 250 | $4K |
| Dec 6, 2022 | Samford Amy A. | Executive VP and CFO | Buy (P) | 1K | $24K |
| Nov 13, 2020 | Graham Robert D | President and CEO, Director | Buy (P) | 96 | $1K |
| Nov 11, 2020 | Graham Robert D | President and CEO, Director | Buy (P) 2 lots, same day | 70 | $937 |
| Aug 13, 2020 | Hanley Bryan A. | Vice President and Treasurer | Buy (P) 3 lots, same day | 2K | $16K |
| Jun 25, 2020 | Graham Robert D | President and CEO, Director | Buy (P) | 16 | $160 |
| Jun 2, 2020 | Hanley Bryan A. | Vice President and Treasurer | Buy (P) | 1K | $10K |
| Jun 2, 2020 | Graham Robert D | President and CEO, Director | Buy (P) | 2K | $17K |
| Jan 23, 2017 | McIlroy W Hayden | Director | Sell (S) | 10K | $33K |
| Jan 13, 2016 | McIlroy W Hayden | Director | Buy (P) | 10K | $14K |
| Jul 6, 2015 | McIlroy W Hayden | Director | Buy (P) | 1K | $5K |
| May 20, 2015 | Simmons Annette C | 10% Owner | Buy (P) | 33K | $216K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 20 | 18 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for VHI
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/VHI/capital-change-brief"
Use Arkolith's capital_change_brief for VHI. 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 VHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.