| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | $1.9B | 9.00M | Reduced | Q1 2026 |
| 2 | HB Wealth Management, LLC | $1.2B | 5.76M | Added | Q1 2026 |
| 3 | Modera Wealth Management, LLC | $346.8M | 1.61M | Added | Q1 2026 |
| 4 | Joel Isaacson & Co., LLC | $290.1M | 1.35M | Added | Q1 2026 |
| 5 | Waverly Advisors, LLC | $269.7M | 1.25M | Added | Q1 2026 |
| 6 | Howard Capital Management Inc. | $258.5M | 1.20M | Reduced | Q1 2026 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $247.6M | 1.15M | Reduced | Q1 2026 |
| 8 | MAI Capital Management | $209.9M | 976.0K | Reduced | Q1 2026 |
| 9 | ASPIRIANT, LLC | $205.4M | 955.1K | Added | Q1 2026 |
| 10 | DAVENPORT & Co LLC | $183.6M | 853.8K | Added | Q1 2026 |
| 11 | Confluence Wealth Services, Inc. | $175.7M | 816.9K | Added | Q1 2026 |
| 12 | Cresset Asset Management, LLC | $164.7M | 765.8K | Reduced | Q1 2026 |
| 13 | Nicholas Hoffman & Company, LLC. | $161.4M | 750.7K | Added | Q1 2026 |
| 14 | Robertson Stephens Wealth Management, LLC | $154.3M | 717.3K | New | Q1 2026 |
| 15 | Diversified Enterprises, LLC | $148.5M | 690.3K | Added | Q1 2026 |
| 16 | BLAIR WILLIAM & CO/IL | $147.9M | 687.8K | Added | Q1 2026 |
| 17 | Private Advisor Group, LLC | $127.7M | 593.7K | Reduced | Q1 2026 |
| 18 | Kestra Advisory Services, LLC | $125.7M | 584.3K | Added | Q1 2026 |
| 19 | &PARTNERS | $122.7M | 570.8K | Reduced | Q1 2026 |
| 20 | GLENMEDE TRUST CO NA | $113.3M | 527.0K | Added | Q1 2026 |
| 21 | MML INVESTORS SERVICES, LLC | $106.1M | 493.3K | Reduced | Q1 2026 |
| 22 | Steward Partners Investment Advisory, LLC | $106.0M | 492.7K | Added | Q1 2026 |
| 23 | Sanctuary Advisors, LLC | $105.4M | 490.1K | Added | Q1 2026 |
| 24 | TD PRIVATE CLIENT WEALTH LLC | $100.6M | 467.6K | Reduced | Q1 2026 |
| 25 | Haverford Trust Co | $86.6M | 402.8K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Apple Inc.AAPL | 409 funds | $75.2B |
| Microsoft CorporationMSFT | 409 funds | $58.3B |
| Nvidia CorporationNVDA | 408 funds | $65.0B |
| TATE STR SPDR S&P 500 ETF TSPY | 408 funds | $43.3B |
| LPHABET INCGOOG | 408 funds | $28.3B |
| Jpmorgan Chase & Co - USJPM | 408 funds | $25.3B |
| Meta Platforms, Inc.META | 408 funds | $21.7B |
| Amazon.com, Inc.AMZN | 407 funds | $41.0B |
| Johnson & JohnsonJNJ | 407 funds | $16.8B |
| Visa Inc. Class AV | 407 funds | $15.7B |
| GOOGLE INCGOOGL | 406 funds | $38.1B |
| ISHARES TRABBV | 406 funds | $9.4B |
Ranked by how many of VIG'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 VIG. 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.