This stock 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/VTEI/capital-change-brief"
Use Arkolith's capital_change_brief for VTEI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $58.0M | 580K | ▲New +580K sh | Q1 2026 | |
| 2 | TIAA Wealth Investment Management LLC | $43.9M | 439K | ▲New +439K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $34.6M | 346K | ▲+12% Added · +37K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 235K | ▲+14% Added · +29K sh | Q1 2026 | |
| 5 | Joel Isaacson & Co., LLC | $23.1M | 232K | ▼−2.1% Reduced · −5K sh | Q1 2026 | |
| 6 | HighTower Advisors, LLC | $21.8M | 218K | ▼−2.8% Reduced · −6K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $20.6M | 206K | ▲+54% Added · +72K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $19.8M | 198K | ▲+5.8% Added · +11K sh | Q1 2026 | |
| 9 | Avantax Planning Partners, Inc. | $19.0M | 190K | ▲+19% Added · +30K sh | Q1 2026 | |
| 10 | Equitable Holdings, Inc. | $14.0M | 139K | ▲+5.8% Added · +8K sh | Q1 2026 | |
| 11 | Aspire Private Capital, LLC | $13.8M | 137K | ▲+16% Added · +19K sh | Q2 2026 | |
| 12 | JANE STREET GROUP, LLC | $9.8M | 98K | ▲+192% Added · +65K sh | Q1 2026 | |
| 13 | Merit Financial Group, LLC | $8.8M | 88K | ▲+47% Added · +28K sh | Q1 2026 | |
| 14 | Ashton Thomas Private Wealth, LLC | $6.6M | 66K | ▲+1.4% Added · +898 sh | Q1 2026 | |
| 15 | Atria Investments, Inc | $6.3M | 63K | ▲+17% Added · +9K sh | Q1 2026 | |
| 16 | Apella Capital, LLC | $5.6M | 56K | ▼−0.2% Reduced · −100 sh | Q2 2026 | |
| 17 | Hassell Wealth Management, LLC | $5.3M | 53K | ▲+278% Added · +39K sh | Q2 2026 | |
| 18 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $5.3M | 53K | ▲+42% Added · +15K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $5.2M | 52K | ▲+18% Added · +8K sh | Q1 2026 | |
| 20 | JONES FINANCIAL COMPANIES LLLP | $4.9M | 49K | ▲+26% Added · +10K sh | Q1 2026 | |
| 21 | TRUIST FINANCIAL CORP | $4.6M | 46K | ▲+37% Added · +12K sh | Q1 2026 | |
| 22 | RAYMOND JAMES FINANCIAL INC | $4.5M | 45K | ▲+392% Added · +36K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $3.4M | 34K | ▲+7.1% Added · +2K sh | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 29K | ▲+41% Added · +8K sh | Q1 2026 | |
| 25 | Mariner, LLC | $2.3M | 23K | ▲+31% Added · +6K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| VTEBmc | 653 funds | $25.6B |
| VTEIthis pagemc | 102 funds | $424.7M |
| VCRMMF Closed and MF Open | 63 funds | $558.9M |
| VSDMSHORT TAX EXEMPT | 56 funds | $83.5M |
| VTELLONG TERM TAX EX | 22 funds | $57.7M |
| VWIUXOPEN END -NO LOAD FUND | 3 funds | $22.5M |
| VWSUXOPEN END -NO LOAD FUND | 2 funds | $4.0M |
| VMLUXMutual Funds | 1 funds | $12.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 48 funds | $10.7B |
| MICROSOFT CORPMSFT | 48 funds | $8.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 48 funds | $7.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 48 funds | $5.6B |
| VANGUARD VALUE ETFVTV | 48 funds | $5.6B |
| JPMORGAN CHASE & COJPM | 48 funds | $4.6B |
| META PLATFORMS INC-CLASS AMETA | 48 funds | $3.9B |
| EXXON MOBIL CORPXOM | 48 funds | $2.9B |
| JOHNSON & JOHNSONJNJ | 48 funds | $2.8B |
| WALMART INCWMT | 48 funds | $2.6B |
| COSTCO WHOLESALE CORPCOST | 48 funds | $2.5B |
| TESLA INCTSLA | 48 funds | $2.4B |
Ranked by how many of VTEI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for VTEI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.