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/VIG/capital-change-brief"
Use Arkolith's capital_change_brief for VIG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $4.7B | 21.7M | ▼−12% Reduced · −3.1M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $2.8B | 13.0M | ▲+1.9% Added · +244K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $2.3B | 10.8M | ▼−0.2% Reduced · −23K sh | Q1 2026 | |
| 4 | Vanguard Global Advisers, LLC | $2.3B | 10.6M | ▲New +10.6M sh | Q1 2026 | |
| 5 | Wealthfront Advisers LLC | $1.9B | 9.0M | ▼−8.9% Reduced · −882K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $1.5B | 7.0M | ▲+1.3% Added · +93K sh | Q1 2026 | |
| 7 | UBS Group AG | $1.4B | 6.3M | ▲+1.1% Added · +72K sh | Q1 2026 | |
| 8 | HB Wealth Management, LLC | $1.2B | 5.8M | ▲+1.0% Added · +58K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.2B | 5.7M | ▲+2.3% Added · +129K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $890.7M | 4.1M | ▼−0.4% Reduced · −18K sh | Q1 2026 | |
| 11 | JPMORGAN CHASE & CO | $673.3M | 3.2M | ▼−1.5% Reduced · −49K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $537.0M | 2.5M | ▲+8.7% Added · +199K sh | Q1 2026 | |
| 13 | PRUDENTIAL FINANCIAL INC | $535.0M | 2.5M | ▼−7.9% Reduced · −213K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $526.2M | 2.4M | ▼−6.5% Reduced · −171K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $510.6M | 2.4M | ▼−7.7% Reduced · −197K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $505.7M | 2.4M | ▼−0.3% Reduced · −7K sh | Q1 2026 | |
| 17 | SIGNATUREFD, LLC | $473.8M | 2.2M | ▲+2.6% Added · +56K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $433.3M | 2.1M | ▲+18% Added · +320K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $420.4M | 2.0M | ▲+3.5% Added · +66K sh | Q1 2026 | |
| 20 | Modera Wealth Management, LLC | $346.8M | 1.6M | ▲+4.0% Added · +62K sh | Q1 2026 | |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $341.4M | 1.6M | ▲+0.7% Added · +11K sh | Q1 2026 | |
| 22 | Corient Private Wealth LLC | $328.1M | 1.5M | ▼−1.8% Reduced · −29K sh | Q1 2026 | |
| 23 | Mariner, LLC | $293.2M | 1.4M | ▼−2.1% Reduced · −29K sh | Q1 2026 | |
| 24 | Joel Isaacson & Co., LLC | $290.1M | 1.3M | ▲+2.3% Added · +31K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $319.9M | 1.3M | ▲+17% Added · +199K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 399 funds | $135.0B |
| MICROSOFT CORPMSFT | 398 funds | $122.5B |
| AMAZON.COM INCAMZN | 397 funds | $87.9B |
| NVIDIA CORPNVDA | 396 funds | $156.7B |
| ALPHABET INC-CL CGOOG | 395 funds | $56.5B |
| META PLATFORMS INC-CLASS AMETA | 394 funds | $47.3B |
| JPMORGAN CHASE & COJPM | 394 funds | $38.3B |
| ALPHABET INC-CL AGOOGL | 393 funds | $76.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 393 funds | $29.7B |
| EXXON MOBIL CORPXOM | 392 funds | $29.8B |
| VISA INC-CLASS A SHARESV | 390 funds | $31.7B |
| JOHNSON & JOHNSONJNJ | 390 funds | $24.7B |
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 + quarter-over-quarter ownership changes + 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.