Among active 13F managers last quarter, 4 opened and 26 added, while 15 reduced; the largest holder to move was Renaissance Technologies LLC (−4.5%). Over the last 180 days, 4 insiders sold and none bought, a net -$1.6M in open-market trades.
The legs disagree, or only one of them leans.
133 tracked 13F filers disclose a position in VLGEA as of the latest SEC 13F filings, a combined $283.3M 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 | BlackRock, Inc. | 780K | $32.9M | ▲+8.9% Added · +64K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 738K | $31.2M | ▲+0.1% Added · +892 sh | Q1 2026 | |
| 3 | Renaissance Technologies LLC | 464K | $19.6M | ▼−4.5% Reduced · −22K sh | Q1 2026 | |
| 4 | American Century Companies Inc | 427K | $18.0M | ▲+11% Added · +42K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 404K | $17.0M | ▲+1.9% Added · +8K sh | Q2 2026 | |
| 6 | Money Concepts Capital Corp | 400K | $16.9M | ▲+2.1% Added · +8K sh | Q2 2026 | |
| 7 | Systematic Financial Management LP | 397K | $16.7M | ▼−2.2% Reduced · −9K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 250K | $10.6M | ▲+12% Added · +27K sh | Q2 2026 | |
| 9 | State Street Corp | 219K | $9.2M | ▲+5.0% Added · +11K sh | Q2 2026 | |
| 10 | Gamco Investors, Inc. Et Al | 186K | $7.8M | ▼−2.8% Reduced · −5K sh | Q1 2026 | |
| 11 | Bulldog Investors, LLP | 171K | $7.2M | —Held | Q2 2026 | |
| 12 | Vanguard Portfolio Management LLC | 167K | $7.1M | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 13 | Bridgeway Capital Management, LLC | 157K | $6.6M | ▲+3.2% Added · +5K sh | Q2 2026 | |
| 14 | Charles Schwab Investment Management Inc | 144K | $6.1M | ▼−17% Reduced · −30K sh | Q1 2026 | |
| 15 | Allspring Global Investments Holdings, LLC | 114K | $4.9M | ▲+19% Added · +18K sh | Q2 2026 | |
| 16 | Bank of New York Mellon Corp | 102K | $4.3M | ▲+0.9% Added · +930 sh | Q1 2026 | |
| 17 | Morgan Stanley | 86K | $3.6M | ▼−6.3% Reduced · −6K sh | Q1 2026 | |
| 18 | Empowered Funds, LLC | 85K | $3.6M | ▲New +85K sh | Q1 2026 | |
| 19 | Northern Trust Corp | 80K | $3.4M | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 77K | $3.3M | ▲+22% Added · +14K sh | Q1 2026 | |
| 21 | Gabelli Funds LLC | 70K | $2.9M | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 22 | AQR Capital Management LLC | 64K | $2.7M | ▲+21% Added · +11K sh | Q1 2026 | |
| 23 | Vanguard Fiduciary Trust Co | 62K | $2.6M | ▲+4.0% Added · +2K sh | Q2 2026 | |
| 24 | JPMorgan Chase & Co | 57K | $2.5M | ▲+324% Added · +44K sh | Q1 2026 | |
| 25 | Aegis Financial Corp | 56K | $2.4M | —Held | 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.
Last quarter, 4 funds opened a new position in VLGEA and 26 added to an existing one, while 15 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 |
|---|---|---|
| JPMorgan Chase & CoJPM | 70 funds | $33.0B |
| Apple IncAAPL | 68 funds | $157.8B |
| Microsoft CorpMSFT | 68 funds | $133.7B |
| Amazon.com IncAMZN | 67 funds | $101.9B |
| Nvidia CorpNVDA | 66 funds | $220.7B |
| Alphabet Inc-CL AGOOGL | 66 funds | $93.4B |
| Meta Platforms Inc-Class AMETA | 66 funds | $58.1B |
| Eli Lilly & CoLLY | 66 funds | $46.3B |
| Berkshire Hathaway Inc-CL BBRK/B | 66 funds | $19.9B |
| Merck & Co. Inc.MRK | 66 funds | $13.5B |
| Alphabet Inc-CL CGOOG | 65 funds | $72.5B |
| Visa Inc-Class A SharesV | 65 funds | $33.5B |
Ranked by how many of VLGEA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VLGEA.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 14, 2026 | Sumas John | EVP & Secretary, Director | Sell (S) | 13K | $525K |
| Apr 10, 2026 | Van Orden John L | CFO & Treasurer | Sell (S) | 8K | $351K |
| Apr 9, 2026 | Perri Luigi | VP of Finance & CAO | Sell (S) | 4K | $168K |
| Apr 8, 2026 | Sumas John James | CEO, Director | Sell (S) | 13K | $548K |
| Apr 25, 2025 | Begley Kevin | Director | Sell (S) | 3K | $106K |
| Apr 24, 2025 | Begley Kevin | Director | Sell (S) | 2K | $71K |
| Apr 16, 2025 | Sumas Robert | Director | Sell (S) | 3K | $106K |
| Apr 15, 2025 | Sumas Robert | Director | Sell (S) | 2K | $54K |
| Apr 14, 2025 | Sumas Robert | Director | Sell (S) | 3K | $96K |
| Apr 11, 2025 | Sumas Robert | Director | Sell (S) | 400 | $14K |
| Apr 10, 2025 | Sumas Robert | Director | Sell (S) | 600 | $22K |
| Apr 9, 2025 | Sumas Robert | Director | Sell (S) | 857 | $31K |
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 | 52 | 28 | – |
Insiders Form 4 open-market | 0 | 4 | -$1.6M |
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 VLGEA
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/VLGEA/capital-change-brief"
Use Arkolith's capital_change_brief for VLGEA. 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 VLGEA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.