Among active 13F managers last quarter, 2 opened and 3 added, while 2 reduced; the largest holder to move was First Merchants Corp (−3.7%).
13 tracked 13F filers disclose a position in VSMAX as of the latest SEC 13F filings, a combined $64.4M 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 | Fulton Bank, N.A. | 269K | $33.8M | ▼−2.7% Reduced · −7K sh | Q1 2026 | |
| 2 | First Merchants Corp | 183K | $26.6M | ▼−3.7% Reduced · −7K sh | Q2 2026 | |
| 3 | North Star Asset Management Inc | 10K | $1.2M | ▲+3.1% Added · +300 sh | Q1 2026 | |
| 4 | Yousif Capital Management, LLC | 4K | $574K | ▲New +4K sh | Q2 2026 | |
| 5 | Arvest Bank Trust Division | 4K | $550K | —Held | Q2 2026 | |
| 6 | Dempze Nancy E | 4K | $521K | —Held | Q2 2026 | |
| 7 | Williams Jones Wealth Management, LLC. | 3K | $488K | ▼−2.9% Reduced · −100 sh | Q2 2026 | |
| 8 | Puzo Michael J | 2K | $247K | ▼−50% Reduced · −2K sh | Q2 2026 | |
| 9 | McIlrath & Eck, LLC | 1K | $163K | ▲New +1K sh | Q1 2026 | |
| 10 | Vermillion Wealth Management, Inc. | 1K | $187K | ▲Added Added · +1K sh | Q2 2026 | |
| 11 | Coston, McIsaac & Partners | 389 | $56K | —Held | Q2 2026 | |
| 12 | Financial Gravity Companies, Inc. | 122 | $18K | ▲+1.7% Added · +2 sh | Q2 2026 | |
| 13 | Oakworth Capital, Inc. | 66 | $8K | ▲+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 3 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 |
|---|---|---|
| Apple IncAAPL | 9 funds | $678.5M |
| Nvidia CorpNVDA | 9 funds | $574.2M |
| Microsoft CorpMSFT | 9 funds | $468.3M |
| Amazon.com IncAMZN | 9 funds | $352.0M |
| Alphabet Inc-CL AGOOGL | 9 funds | $335.2M |
| Alphabet Inc-CL CGOOG | 9 funds | $289.5M |
| Broadcom IncAVGO | 9 funds | $267.0M |
| JPMorgan Chase & CoJPM | 9 funds | $212.8M |
| Eli Lilly & CoLLY | 9 funds | $176.8M |
| Advanced Micro DevicesAMD | 9 funds | $152.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $144.1M |
| Walmart IncWMT | 9 funds | $133.7M |
Ranked by how many of VSMAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VSMAX.
No filings captured for this ticker in the live stream yet.
Connected entities for VSMAX
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.