Among active 13F managers last quarter, 1 opened and 1 added, while 5 reduced; the largest holder to move was Great Valley Advisor Group, Inc. (+3.6%).
28 tracked 13F filers disclose a position in VSMV as of the latest SEC 13F filings, a combined $124.8M 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 | Great Valley Advisor Group, Inc. | 937K | $56.0M | ▲+3.6% Added · +33K sh | Q2 2026 | |
| 2 | Victory Capital Management Inc | 332K | $18.8M | —Held | Q1 2026 | |
| 3 | Tower Wealth Partners, Inc. | 317K | $19.0M | ▼−1.5% Reduced · −5K sh | Q2 2026 | |
| 4 | Morgan Stanley | 147K | $8.3M | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 5 | Royal Bank Of Canada | 96K | $5.5M | ▼−0.3% Reduced · −251 sh | Q1 2026 | |
| 6 | LPL Financial LLC | 66K | $3.8M | ▼−4.2% Reduced · −3K sh | Q1 2026 | |
| 7 | Raymond James Financial Inc | 49K | $2.8M | ▲+6.5% Added · +3K sh | Q1 2026 | |
| 8 | Goldman Sachs Group Inc | 34K | $1.9M | ▼−85% Reduced · −189K sh | Q1 2026 | |
| 9 | Bank Of America Corp | 27K | $1.5M | ▼−12% Reduced · −4K sh | Q1 2026 | |
| 10 | Two Sigma Investments, LP | 25K | $1.4M | ▼−40% Reduced · −16K sh | Q1 2026 | |
| 11 | Trilogy Capital Inc. | 21K | $1.3M | ▼−9.1% Reduced · −2K sh | Q2 2026 | |
| 12 | Sovereign Financial Group, Inc. | 17K | $1.0M | ▼−4.0% Reduced · −707 sh | Q2 2026 | |
| 13 | Dakota Wealth Management | 9K | $553K | ▼−13% Reduced · −1K sh | Q2 2026 | |
| 14 | Citadel Advisors LLC | 9K | $542K | ▲New +9K sh | Q2 2026 | |
| 15 | Susquehanna International Group, LLP | 9K | $496K | ▼−79% Reduced · −34K sh | Q1 2026 | |
| 16 | Commonwealth Equity Services, LLC | 8K | $428K | ▼−2.6% Reduced · −204 sh | Q1 2026 | |
| 17 | LexAurum Advisors, LLC | 7K | $390K | ▼−26% Reduced · −2K sh | Q2 2026 | |
| 18 | Private Advisor Group, LLC | 6K | $381K | ▼−1.9% Reduced · −125 sh | Q2 2026 | |
| 19 | Truist Financial Corp | 6K | $313K | ▼−34% Reduced · −3K sh | Q1 2026 | |
| 20 | Valley Financial Group, Inc. | 4K | $225K | —Held | Q2 2026 | |
| 21 | Global Retirement Partners, LLC | 2K | $148K | ▼−15% Reduced · −434 sh | Q2 2026 | |
| 22 | Rockefeller Capital Management L.P. | 1K | $63K | ▼−3.7% Reduced · −43 sh | Q1 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | 1K | $60K | —Held | Q2 2026 | |
| 24 | Wells Fargo & Company | 915 | $52K | ▲11× Added · +833 sh | Q1 2026 | |
| 25 | Osaic Holdings, Inc. | 739 | $42K | ▼−7.6% Reduced · −61 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, 1 fund opened a new position in VSMV and 1 added to an existing one, while 5 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 |
|---|---|---|
| Nvidia CorpNVDA | 10 funds | $10.5B |
| Apple IncAAPL | 10 funds | $8.7B |
| Amazon.com IncAMZN | 10 funds | $7.7B |
| Microsoft CorpMSFT | 10 funds | $6.1B |
| Alphabet Inc-CL AGOOGL | 10 funds | $5.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $926.9M |
| Merck & Co. Inc.MRK | 10 funds | $736.3M |
| AT&T IncT | 10 funds | $398.7M |
| Ishares Core S&P 500 ETFIVV | 9 funds | $14.0B |
| Broadcom IncAVGO | 9 funds | $3.5B |
| Eli Lilly & CoLLY | 9 funds | $3.0B |
| Meta Platforms Inc-Class AMETA | 9 funds | $2.6B |
Ranked by how many of VSMV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VSMV.
| Class | 13F holders | Value held |
|---|---|---|
| USTBSHORT TRM BD ETF | 142 funds | $1.7B |
| UITBmc | 132 funds | $2.5B |
| CDCmc | 94 funds | $480.8M |
| CFAmc | 80 funds | $310.8M |
| CFOmc | 67 funds | $254.1M |
| USVMUSAA MSCI USA SM | 61 funds | $1.3B |
| CDLVCSHS US LRG CAP | 58 funds | $199.4M |
| CSBVCSHS US SMCP HG | 58 funds | $82.6M |
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 VSMV
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/VSMV/capital-change-brief"
Use Arkolith's capital_change_brief for VSMV. 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 VSMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.