640 tracked 13F filers disclose a position in VMBS as of the latest SEC 13F filings, a combined $13.1B 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 | BANK OF AMERICA CORP /DE/ | $2.6B | 56.3M | ▼−5.8% Reduced · −3.5M sh | Q1 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $1.3B | 27.3M | ▲+22% Added · +4.9M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $1.2B | 24.8M | ▲+1.0% Added · +258K sh | Q1 2026 | |
| 4 | Bank of New York Mellon Corp | $489.2M | 10.4M | ▼−0.6% Reduced · −60K sh | Q1 2026 | |
| 5 | WELLS FARGO & COMPANY/MN | $440.7M | 9.4M | ▲+4.2% Added · +380K sh | Q1 2026 | |
| 6 | ASSETMARK, INC | $412.1M | 8.8M | ▼−0.5% Reduced · −49K sh | Q2 2026 | |
| 7 | STIFEL FINANCIAL CORP | $408.1M | 8.7M | ▲+4.7% Added · +393K sh | Q1 2026 | |
| 8 | MATHER GROUP, LLC. | $343.5M | 7.3M | ▲+4.1% Added · +291K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $316.3M | 6.7M | ▲+12% Added · +703K sh | Q1 2026 | |
| 10 | LPL Financial LLC | $296.4M | 6.3M | ▲+0.3% Added · +22K sh | Q1 2026 | |
| 11 | TD PRIVATE CLIENT WEALTH LLC | $266.5M | 5.7M | ▲+7.6% Added · +405K sh | Q2 2026 | |
| 12 | UBS Group AG | $248.1M | 5.3M | ▲+258% Added · +3.8M sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $248.1M | 5.3M | ▲+3.6% Added · +186K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $238.2M | 5.1M | ▲+2.8% Added · +139K sh | Q1 2026 | |
| 15 | LINCOLN NATIONAL CORP | $181.7M | 3.9M | ▲+2.4% Added · +89K sh | Q2 2026 | |
| 16 | Clearstead Advisors, LLC | $147.2M | 3.1M | ▲+4.2% Added · +127K sh | Q2 2026 | |
| 17 | Focus Partners Wealth | $118.5M | 2.5M | ▲+4.8% Added · +115K sh | Q1 2026 | |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $112.3M | 2.4M | ▼−0.9% Reduced · −23K sh | Q1 2026 | |
| 19 | KEYBANK NATIONAL ASSOCIATION/OH | $108.9M | 2.3M | ▲+2.0% Added · +46K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $85.6M | 1.8M | ▲+7.6% Added · +129K sh | Q1 2026 | |
| 21 | Valmark Advisers, Inc. | $83.3M | 1.8M | ▲+12% Added · +189K sh | Q2 2026 | |
| 22 | Merit Financial Group, LLC | $75.8M | 1.6M | ▲+19% Added · +262K sh | Q2 2026 | |
| 23 | Alesco Advisors, LLC, An ESL Co | $75.0M | 1.6M | ▲+4.5% Added · +69K sh | Q1 2026 | |
| 24 | CASTLEARK MANAGEMENT LLC | $69.6M | 1.5M | —Held | Q2 2026 | |
| 25 | FIRST INTERSTATE BANK | $68.7M | 1.5M | ▲+6.4% Added · +88K 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.
Last quarter, 2 funds opened a new position in VMBS and 33 added to an existing one, while 13 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 380 funds | $106.0B |
| APPLE INCAAPL | 376 funds | $120.7B |
| NVIDIA CORPNVDA | 375 funds | $146.0B |
| AMAZON.COM INCAMZN | 372 funds | $79.2B |
| ALPHABET INC-CL AGOOGL | 364 funds | $65.3B |
| META PLATFORMS INC-CLASS AMETA | 356 funds | $40.6B |
| JPMORGAN CHASE & COJPM | 356 funds | $28.4B |
| ALPHABET INC-CL CGOOG | 355 funds | $47.8B |
| ISHARES CORE S&P 500 ETFIVV | 351 funds | $27.3B |
| BROADCOM INCAVGO | 350 funds | $56.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 347 funds | $16.6B |
| ELI LILLY & COLLY | 346 funds | $31.7B |
Ranked by how many of VMBS's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for VMBS
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/VMBS/capital-change-brief"
Use Arkolith's capital_change_brief for VMBS. 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 VMBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.