Among active 13F managers last quarter, 18 opened and 23 added, while 7 reduced; the largest holder to move was Capital Investment Services of America, Inc. (+9.7%).
108 tracked 13F filers disclose a position in VSDM as of the latest SEC 13F filings, a combined $235.4M 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 | Capital Investment Services of America, Inc. | 281K | $21.5M | ▲+9.7% Added · +25K sh | Q2 2026 | |
| 2 | Mills Wealth Advisors LLC | 165K | $12.6M | ▼−3.0% Reduced · −5K sh | Q2 2026 | |
| 3 | S.A. Mason LLC | 164K | $12.6M | ▲+38% Added · +45K sh | Q2 2026 | |
| 4 | Truist Financial Corp | 151K | $11.5M | ▲+314% Added · +114K sh | Q1 2026 | |
| 5 | Keystone Financial Group, Inc. | 142K | $10.9M | ▲+27% Added · +30K sh | Q2 2026 | |
| 6 | Kestra Investment Management, LLC | 139K | $10.7M | ▲New +139K sh | Q2 2026 | |
| 7 | American Investment Services, Inc. | 129K | $9.9M | ▲+11% Added · +12K sh | Q2 2026 | |
| 8 | Mosaic Family Wealth Partners, LLC | 127K | $9.7M | ▲+116% Added · +68K sh | Q2 2026 | |
| 9 | CGN Advisors LLC | 124K | $9.5M | ▲+19% Added · +20K sh | Q2 2026 | |
| 10 | Frisch Financial Group, Inc. | 98K | $7.5M | ▲New +98K sh | Q2 2026 | |
| 11 | Acumen Wealth Advisors, LLC | 82K | $6.3M | ▲+645% Added · +71K sh | Q2 2026 | |
| 12 | Beaird Harris Wealth Management, LLC | 75K | $5.7M | ▲+191% Added · +49K sh | Q2 2026 | |
| 13 | RW Investment Management LLC | 70K | $5.4M | ▲+41% Added · +20K sh | Q2 2026 | |
| 14 | IRON Financial LLC | 66K | $5.0M | ▲+45% Added · +21K sh | Q2 2026 | |
| 15 | Master's Wealth Management Inc. | 62K | $4.7M | ▲+17% Added · +9K sh | Q2 2026 | |
| 16 | Rialto Wealth Management, LLC | 61K | $4.7M | ▲+67% Added · +25K sh | Q2 2026 | |
| 17 | Alliance Private Wealth, LLC | 46K | $3.5M | ▼−17% Reduced · −9K sh | Q2 2026 | |
| 18 | TD Capital Management LLC | 43K | $3.3M | ▲New +43K sh | Q2 2026 | |
| 19 | Bank of New York Mellon Corp | 43K | $3.3M | ▲New +43K sh | Q1 2026 | |
| 20 | Topsail Wealth Management, LLC | 41K | $3.1M | ▲+27% Added · +9K sh | Q2 2026 | |
| 21 | Belpointe Asset Management LLC | 41K | $3.1M | ▲New +41K sh | Q1 2026 | |
| 22 | GSG Advisors LLC | 39K | $3.0M | ▲New +39K sh | Q2 2026 | |
| 23 | Professional Financial Advisors, LLC | 38K | $2.9M | ▲+17% Added · +6K sh | Q2 2026 | |
| 24 | Commonwealth Equity Services, LLC | 38K | $2.9M | ▲+30% Added · +9K sh | Q1 2026 | |
| 25 | Timmons Wealth Management, LLC | 38K | $2.9M | ▲+390% Added · +30K 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, 18 funds opened a new position in VSDM and 23 added to an existing one, while 7 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 |
|---|---|---|
| Apple IncAAPL | 55 funds | $7.0B |
| Microsoft CorpMSFT | 55 funds | $5.8B |
| Nvidia CorpNVDA | 53 funds | $7.2B |
| Amazon.com IncAMZN | 53 funds | $4.9B |
| Vanguard Total Stock MKT ETFVTI | 53 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 51 funds | $3.9B |
| Alphabet Inc-CL CGOOG | 51 funds | $3.4B |
| JPMorgan Chase & CoJPM | 51 funds | $3.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 51 funds | $1.5B |
| Invesco QQQ Trust Series 1QQQ | 51 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 51 funds | $1.4B |
| Ishares Core S&P 500 ETFIVV | 50 funds | $4.4B |
Ranked by how many of VSDM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VSDM.
| Class | 13F holders | Value held |
|---|---|---|
| VTEBmc | 1298 funds | $28.4B |
| VTEImc | 155 funds | $728.8M |
| VCRMFUND | 140 funds | $894.5M |
| VSDMthis pageSHORT TAX EXEMPT | 108 funds | $235.4M |
| VTELLONG TERM TAX EX | 32 funds | $68.4M |
| VWIUXTax-Exempt, Investment Grade, Intermediate-Term | 5 funds | $23.7M |
| VMLUXMutual Funds | 2 funds | $12.8M |
| VWSUXOPEN END -NO LOAD FUND | 2 funds | $4.0M |
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 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/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 + quarter-over-quarter ownership changes + 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.