Among active 13F managers last quarter, 2 opened and 5 added, while 2 reduced; the largest holder to move was WealthTrust Axiom LLC (+0.0%).
36 tracked 13F filers disclose a position in VPV as of the latest SEC 13F filings, a combined $11.5M 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 | Morgan Stanley | 222K | $2.3M | ▲+44% Added · +68K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 82K | $867K | ▲+1.7% Added · +1K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 66K | $696K | ▲+90% Added · +31K sh | Q1 2026 | |
| 4 | NewEdge Advisors, LLC | 63K | $708K | ▲+180% Added · +40K sh | Q2 2026 | |
| 5 | Confluence Wealth Services, Inc. | 61K | $695K | ▲+27% Added · +13K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 51K | $543K | ▼−5.4% Reduced · −3K sh | Q1 2026 | |
| 7 | PNC Financial Services Group, Inc. | 48K | $508K | —Held | Q1 2026 | |
| 8 | Baird Financial Group, Inc. | 48K | $507K | ▲+0.2% Added · +118 sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | 48K | $503K | ▲+0.6% Added · +275 sh | Q1 2026 | |
| 10 | Curi Capital, LLC | 42K | $471K | —Held | Q2 2026 | |
| 11 | WealthTrust Axiom LLC | 35K | $396K | ▲~0% Added · +9 sh | Q2 2026 | |
| 12 | Wells Fargo & Company | 33K | $347K | ▲+1.3% Added · +431 sh | Q1 2026 | |
| 13 | Royal Bank Of Canada | 23K | $239K | ▲+26% Added · +5K sh | Q1 2026 | |
| 14 | BLB&B Advisors, LLC | 20K | $227K | ▼−7.7% Reduced · −2K sh | Q2 2026 | |
| 15 | Journey Strategic Wealth LLC | 20K | $211K | —Held | Q1 2026 | |
| 16 | Citadel Advisors LLC | 19K | $219K | ▲New +19K sh | Q2 2026 | |
| 17 | Alpine Global Management, LLC | 16K | $186K | ▼−30% Reduced · −7K sh | Q2 2026 | |
| 18 | Brandywine Oak Private Wealth LLC | 16K | $178K | ▼−2.9% Reduced · −475 sh | Q2 2026 | |
| 19 | Commonwealth Equity Services, LLC | 15K | $160K | ▲New +15K sh | Q1 2026 | |
| 20 | UBS Group AG | 14K | $145K | ▼−18% Reduced · −3K sh | Q1 2026 | |
| 21 | Rodgers Brothers Inc. | 13K | $152K | ▲+0.6% Added · +74 sh | Q2 2026 | |
| 22 | Equitable Holdings, Inc. | 13K | $149K | ▲+1.8% Added · +234 sh | Q2 2026 | |
| 23 | Ethos Financial Group, LLC | 13K | $141K | —Held | Q2 2026 | |
| 24 | Ameriprise Financial Inc | 12K | $125K | —Held | Q1 2026 | |
| 25 | River Street Advisors LLC | 12K | $131K | —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, 2 funds opened a new position in VPV and 5 added to an existing one, while 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 14 funds | $3.2B |
| Apple IncAAPL | 14 funds | $3.1B |
| Microsoft CorpMSFT | 14 funds | $2.0B |
| Alphabet Inc-CL AGOOGL | 14 funds | $1.5B |
| Alphabet Inc-CL CGOOG | 14 funds | $1.2B |
| Walmart IncWMT | 14 funds | $729.7M |
| Chevron CorpCVX | 14 funds | $701.5M |
| Amazon.com IncAMZN | 13 funds | $3.1B |
| Broadcom IncAVGO | 13 funds | $1.4B |
| Advanced Micro DevicesAMD | 13 funds | $1.1B |
| Abbvie IncABBV | 13 funds | $938.2M |
| Meta Platforms Inc-Class AMETA | 13 funds | $838.1M |
Ranked by how many of VPV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VPV.
Connected entities for VPV
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/VPV/capital-change-brief"
Use Arkolith's capital_change_brief for VPV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VPV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.