118 tracked 13F filers disclose a position in VLGEA as of the latest SEC 13F filings, a combined $268.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | $31.2M | 738K | ▲+0.1% Added · +892 sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $30.3M | 716K | ▲+2.1% Added · +15K sh | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $19.6M | 464K | ▼−4.5% Reduced · −22K sh | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $18.0M | 427K | ▲+11% Added · +42K sh | Q1 2026 | |
| 5 | SYSTEMATIC FINANCIAL MANAGEMENT LP | $17.1M | 405K | ▼−9.1% Reduced · −41K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $16.7M | 396K | →First observed position No prior filed position | Q1 2026 | |
| 7 | MONEY CONCEPTS CAPITAL CORP | $16.5M | 391K | ▲+5.7% Added · +21K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $9.4M | 223K | ▲+1.7% Added · +4K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $8.8M | 208K | ▲+2.8% Added · +6K sh | Q1 2026 | |
| 10 | GAMCO INVESTORS, INC. ET AL | $7.8M | 186K | ▼−2.8% Reduced · −5K sh | Q1 2026 | |
| 11 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.2M | 171K | →First observed position No prior filed position | Q1 2026 | |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.4M | 152K | ▲+4.6% Added · +7K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.1M | 144K | ▼−17% Reduced · −30K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $4.3M | 102K | ▲+0.9% Added · +930 sh | Q1 2026 | |
| 15 | Allspring Global Investments Holdings, LLC | $4.1M | 96K | ▼−13% Reduced · −15K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $3.6M | 86K | ▼−6.3% Reduced · −6K sh | Q1 2026 | |
| 17 | Empowered Funds, LLC | $3.6M | 85K | ▲New +85K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $3.4M | 80K | ▲+2.3% Added · +2K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $3.3M | 77K | ▲+22% Added · +14K sh | Q1 2026 | |
| 20 | FMR LLC | $3.1M | 73K | ▼~0% Reduced · −21 sh | Q1 2026 | |
| 21 | GABELLI FUNDS LLC | $2.9M | 70K | ▼−3.9% Reduced · −3K sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $2.7M | 64K | ▲+21% Added · +11K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $2.5M | 59K | →First observed position No prior filed position | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $2.5M | 57K | ▲+324% Added · +44K sh | Q1 2026 | |
| 25 | Creative Planning | $2.3M | 53K | ▲+34% Added · +14K sh | 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, 7 funds opened a new position in VLGEA and 22 added to an existing one, while 19 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 34 funds | $16.4B |
| MICROSOFT CORPMSFT | 34 funds | $13.6B |
| JPMORGAN CHASE & COJPM | 34 funds | $4.6B |
| VISA INC-CLASS A SHARESV | 34 funds | $2.8B |
| RTX CORPRTX | 34 funds | $1.6B |
| AMAZON.COM INCAMZN | 33 funds | $10.2B |
| ALPHABET INC-CL CGOOG | 33 funds | $6.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 33 funds | $3.0B |
| JOHNSON & JOHNSONJNJ | 33 funds | $2.6B |
| CHEVRON CORPCVX | 33 funds | $2.0B |
| PROCTER & GAMBLE CO/THEPG | 33 funds | $1.6B |
| TJX COMPANIES INCTJX | 33 funds | $1.3B |
Ranked by how many of VLGEA's institutional holders also hold each name, a cross-fund conviction signal.
| 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 | BEGLEY KEVIN | Director | Sell (S) | 3K | $112K |
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.