9 tracked 13F filers disclose a position in VSMAX as of the latest SEC 13F filings, a combined $63.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | $33.8M | 269K | ▼−2.7% Reduced · −7K sh | Q1 2026 | |
| 2 | FIRST MERCHANTS CORP | $26.6M | 183K | ▼−3.7% Reduced · −7K sh | Q2 2026 | |
| 3 | NORTH STAR ASSET MANAGEMENT INC | $1.2M | 10K | ▲+3.1% Added · +300 sh | Q1 2026 | |
| 4 | YOUSIF CAPITAL MANAGEMENT, LLC | $574K | 4K | ▲New +4K sh | Q2 2026 | |
| 5 | Arvest Bank Trust Division | $475K | 4K | —Held | Q1 2026 | |
| 6 | Williams Jones Wealth Management, LLC. | $434K | 3K | ▼−2.8% Reduced · −99 sh | Q1 2026 | |
| 7 | McIlrath & Eck, LLC | $163K | 1K | ▲New +1K sh | Q1 2026 | |
| 8 | Vermillion Wealth Management, Inc. | $187K | 1K | ▲Added Added · +1K sh | Q2 2026 | |
| 9 | Oakworth Capital, Inc. | $8K | 66 | ▲+1.5% Added · +1 sh | 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, 2 funds opened a new position in VSMAX and 2 added to an existing one, while 1 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 | 4 funds | $648.2M |
| ALPHABET INC-CL AGOOGL | 4 funds | $544.3M |
| COSTCO WHOLESALE CORPCOST | 4 funds | $449.8M |
| MICROSOFT CORPMSFT | 4 funds | $446.0M |
| VISA INC-CLASS A SHARESV | 4 funds | $351.2M |
| AMAZON.COM INCAMZN | 4 funds | $292.9M |
| JPMORGAN CHASE & COJPM | 4 funds | $214.0M |
| ECOLAB INCECL | 4 funds | $209.7M |
| TJX COMPANIES INCTJX | 4 funds | $208.8M |
| VANGUARD 500 INDEX-ADMVFIAX | 4 funds | $172.9M |
| ALPHABET INC-CL CGOOG | 4 funds | $154.4M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 4 funds | $141.4M |
Ranked by how many of VSMAX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/VSMAX/capital-change-brief"
Use Arkolith's capital_change_brief for VSMAX. 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 VSMAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.