VSMGX

Vangrd Lifstrg 60/40 FD-InveETF
UnclassifiedUSCUSIP 921909404◍ Confluence graph
Tracked 13F Holders
2
+0 QoQ
13F Value (tracked)
$6.5M
13F Moves · latest Q
0 added
0 trimmed
Recent Filings
0

Who owns VSMGX?

2 tracked 13F filers

2 tracked 13F filers disclose a position in VSMGX as of the latest SEC 13F filings, a combined $6.5M 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.

#FundPosition valueSharesLast moveAs ofHistory
1Arvest Bank Trust Division
$6.5M
175K
~0%
Reduced · −9 sh
Q2 2026
2Oakworth Capital, Inc.
$32K
929
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.

Funds that own VSMGX also own

CompanyCo-held byCombined value
APPLE INCAAPL4 funds$521.3M
MICROSOFT CORPMSFT4 funds$452.4M
NVIDIA CORPNVDA4 funds$420.6M
ALPHABET INC-CL AGOOGL4 funds$412.4M
JPMORGAN CHASE & COJPM4 funds$320.3M
BROADCOM INCAVGO4 funds$271.5M
VANGUARD FTSE DEVELOPED ETFVEA4 funds$251.6M
WALMART INCWMT4 funds$244.8M
ISHARES CORE S&P 500 ETFIVV4 funds$238.4M
AMAZON.COM INCAMZN4 funds$235.5M
CHEVRON CORPCVX4 funds$198.2M
ABBVIE INCABBV4 funds$192.3M

Ranked by how many of VSMGX's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

2 funds+0 since Q3 2024
012Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $6.0M

Share classes

Class13F holdersValue held
VXUSmc1666 funds$30.7B
VTIAXTL INT STK IDX6 funds$9.2M
921909107OPEN END TAXABLE NO LOAD FUND3 funds$1.9M
921909503GROWTH PTFL3 funds$397K
VSMGXthis pageMutual Fund2 funds$6.5M
921909819ETF1 funds$211K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in VSMGX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VSMGX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VSMGX.
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 VSMGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.