50 tracked 13F filers disclose a position in VSDB as of the latest SEC 13F filings, a combined $704.5M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Orgel Wealth Management, LLC | $625.9M | 8.2M | ▲+135% Added · +4.7M sh | Q2 2026 | |
| 2 | Beaird Harris Wealth Management, LLC | $15.6M | 204K | ▲+51% Added · +69K sh | Q2 2026 | |
| 3 | CGN Advisors LLC | $7.2M | 95K | ▲+33% Added · +24K sh | Q2 2026 | |
| 4 | Werba Rubin Papier Wealth Management | $7.1M | 93K | ▲+39% Added · +26K sh | Q2 2026 | |
| 5 | TD Capital Management LLC | $6.2M | 82K | ▲New +82K sh | Q2 2026 | |
| 6 | Integrated Wealth Concepts LLC | $5.2M | 68K | ▲+22% Added · +12K sh | Q2 2026 | |
| 7 | Keystone Financial Group, Inc. | $4.6M | 60K | ▲+25% Added · +12K sh | Q2 2026 | |
| 8 | Entruity Wealth, LLC | $4.6M | 60K | ▲New +60K sh | Q3 2026 | |
| 9 | Pinnacle Financial Group, LLC / IL | $3.1M | 41K | ▲+5.2% Added · +2K sh | Q2 2026 | |
| 10 | TD Waterhouse Canada Inc. | $1.7M | 22K | ▼−20% Reduced · −5K sh | Q2 2026 | |
| 11 | Robertson Stephens Wealth Management, LLC | $1.6M | 21K | ▲+0.9% Added · +200 sh | Q2 2026 | |
| 12 | Sanctuary Advisors, LLC | $1.6M | 21K | ▲+4.7% Added · +958 sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 19K | ▲+41% Added · +5K sh | Q1 2026 | |
| 14 | Eldridge Investment Advisors, Inc. | $1.3M | 16K | ▲+52% Added · +6K sh | Q2 2026 | |
| 15 | JANE STREET GROUP, LLC | $1.1M | 15K | ▼−67% Reduced · −31K sh | Q1 2026 | |
| 16 | Mills Wealth Advisors LLC | $1.1M | 15K | ▼−16% Reduced · −3K sh | Q2 2026 | |
| 17 | Balboa Wealth Partners | $1.1M | 14K | ▲New +14K sh | Q2 2026 | |
| 18 | CITADEL ADVISORS LLC | $1.0M | 13K | ▲New +13K sh | Q1 2026 | |
| 19 | BARNES PETTEY FINANCIAL ADVISORS, LLC | $992K | 13K | —Held | Q2 2026 | |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $942K | 12K | ▲+27% Added · +3K sh | Q2 2026 | |
| 21 | American Investment Services, Inc. | $909K | 12K | ▲+9.9% Added · +1K sh | Q2 2026 | |
| 22 | Englebert Financial Advisers, LLC | $909K | 12K | ▼−29% Reduced · −5K sh | Q2 2026 | |
| 23 | STEEL GROVE CAPITAL ADVISORS, LLC | $878K | 12K | ▲+156% Added · +7K sh | Q2 2026 | |
| 24 | Prospera Financial Services Inc | $806K | 11K | ▼−3.6% Reduced · −400 sh | Q2 2026 | |
| 25 | AQR CAPITAL MANAGEMENT LLC | $766K | 10K | —Held | 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, 9 funds opened a new position in VSDB and 7 added to an existing one, while 3 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 | 22 funds | $6.7B |
| MICROSOFT CORPMSFT | 22 funds | $5.6B |
| NVIDIA CORPNVDA | 21 funds | $10.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $1.7B |
| MERCK & CO. INC.MRK | 21 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 21 funds | $1.6B |
| ABBVIE INCABBV | 21 funds | $473.5M |
| AMAZON.COM INCAMZN | 20 funds | $4.4B |
| ISHARES CORE S&P 500 ETFIVV | 20 funds | $4.2B |
| BROADCOM INCAVGO | 20 funds | $3.4B |
| ALPHABET INC-CL AGOOGL | 20 funds | $3.1B |
| VANGUARD S&P 500 ETFVOO | 20 funds | $1.8B |
Ranked by how many of VSDB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| VTIPmc | 865 funds | $10.1B |
| VCRBmc | 276 funds | $5.7B |
| VPLSmc | 154 funds | $762.1M |
| VSDBthis pageSHORT DURATION B | 50 funds | $704.5M |
| VGMSMULTI SECTOR | 35 funds | $58.7M |
| VTPUIE | 18 funds | $12.3M |
| VTGmc | 10 funds | $12.6M |
| VGVTGOVT ACTIV ETF | 7 funds | $4.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VSDB
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/VSDB/capital-change-brief"
Use Arkolith's capital_change_brief for VSDB. 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 VSDB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.