87 tracked 13F filers disclose a position in VSDM as of the latest SEC 13F filings, a combined $181.7M 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 | Capital Investment Services of America, Inc. | $21.5M | 281K | ▲+9.7% Added · +25K sh | Q2 2026 | |
| 2 | Mills Wealth Advisors LLC | $12.6M | 165K | ▼−3.0% Reduced · −5K sh | Q2 2026 | |
| 3 | S.A. Mason LLC | $12.6M | 164K | ▲+38% Added · +45K sh | Q2 2026 | |
| 4 | TRUIST FINANCIAL CORP | $11.5M | 151K | ▲+314% Added · +114K sh | Q1 2026 | |
| 5 | Keystone Financial Group, Inc. | $10.9M | 142K | ▲+27% Added · +30K sh | Q2 2026 | |
| 6 | Kestra Investment Management, LLC | $10.7M | 139K | ▲New +139K sh | Q2 2026 | |
| 7 | MOSAIC FAMILY WEALTH PARTNERS, LLC | $9.7M | 127K | ▲+116% Added · +68K sh | Q2 2026 | |
| 8 | CGN Advisors LLC | $9.5M | 124K | ▲+19% Added · +20K sh | Q2 2026 | |
| 9 | Acumen Wealth Advisors, LLC | $6.3M | 82K | ▲+645% Added · +71K sh | Q2 2026 | |
| 10 | Beaird Harris Wealth Management, LLC | $5.7M | 75K | ▲+191% Added · +49K sh | Q2 2026 | |
| 11 | IRON Financial LLC | $5.0M | 66K | ▲+45% Added · +21K sh | Q2 2026 | |
| 12 | Alliance Private Wealth, LLC | $3.5M | 46K | ▼−17% Reduced · −9K sh | Q2 2026 | |
| 13 | Bank of New York Mellon Corp | $3.3M | 43K | ▲New +43K sh | Q1 2026 | |
| 14 | Belpointe Asset Management LLC | $3.1M | 41K | ▲New +41K sh | Q1 2026 | |
| 15 | Professional Financial Advisors, LLC | $2.9M | 38K | ▲+17% Added · +6K sh | Q2 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 38K | ▲+30% Added · +9K sh | Q1 2026 | |
| 17 | Dakota Wealth Management | $2.5M | 33K | ▼−5.7% Reduced · −2K sh | Q1 2026 | |
| 18 | Bedel Financial Consulting, Inc. | $2.3M | 31K | ▲New +31K sh | Q2 2026 | |
| 19 | Aprio Wealth Management, LLC | $2.1M | 28K | ▲+3.8% Added · +1K sh | Q2 2026 | |
| 20 | MBM WEALTH CONSULTANTS, LLC | $2.1M | 28K | ▲New +28K sh | Q2 2026 | |
| 21 | Harbor Group, Inc. | $2.0M | 26K | ▼−18% Reduced · −6K sh | Q2 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $2.0M | 26K | ▲17× Added · +24K sh | Q1 2026 | |
| 23 | Stonebridge Financial Group, LLC | $1.8M | 24K | ▲+60% Added · +9K sh | Q2 2026 | |
| 24 | Verum Partners LLC | $1.8M | 23K | ▲+7.4% Added · +2K sh | Q2 2026 | |
| 25 | Burton Enright Welch | $1.6M | 21K | ▲+38% Added · +6K 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, 14 funds opened a new position in VSDM and 17 added to an existing one, while 7 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 |
|---|---|---|
| NVIDIA CORPNVDA | 43 funds | $7.2B |
| APPLE INCAAPL | 43 funds | $6.9B |
| MICROSOFT CORPMSFT | 43 funds | $6.1B |
| AMAZON.COM INCAMZN | 42 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 42 funds | $3.9B |
| ALPHABET INC-CL CGOOG | 42 funds | $3.3B |
| INVESCO QQQ TRUST SERIES 1QQQ | 42 funds | $1.2B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 42 funds | $1.2B |
| BROADCOM INCAVGO | 41 funds | $2.0B |
| JPMORGAN CHASE & COJPM | 40 funds | $3.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 40 funds | $1.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $1.5B |
Ranked by how many of VSDM'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.
| Class | 13F holders | Value held |
|---|---|---|
| VTEBmc | 1046 funds | $26.9B |
| VTEImc | 137 funds | $708.8M |
| VCRMMF Closed and MF Open | 111 funds | $753.5M |
| VSDMthis pageSHORT TAX EXEMPT | 87 funds | $181.7M |
| VTELLONG TERM TAX EX | 27 funds | $66.3M |
| VWIUXOPEN END -NO LOAD FUND | 4 funds | $22.7M |
| VWSUXOPEN END -NO LOAD FUND | 2 funds | $4.0M |
| VMLUXMutual Funds | 1 funds | $12.8M |
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 VSDM
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/VSDM/capital-change-brief"
Use Arkolith's capital_change_brief for VSDM. 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 VSDM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.