153 tracked 13F filers disclose a position in VTEI as of the latest SEC 13F filings, a combined $729.3M 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 | Unison Advisors LLC | $240.9M | 2.4M | ▲+0.8% Added · +18K sh | Q2 2026 | |
| 2 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $58.0M | 580K | ▲New +580K sh | Q1 2026 | |
| 3 | TIAA Wealth Investment Management LLC | $41.9M | 415K | ▼−5.5% Reduced · −24K sh | Q2 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $34.6M | 346K | ▲+12% Added · +37K sh | Q1 2026 | |
| 5 | Joel Isaacson & Co., LLC | $24.3M | 240K | ▲+3.8% Added · +9K sh | Q2 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 235K | ▲+14% Added · +29K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $21.8M | 218K | ▼−2.8% Reduced · −6K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $20.6M | 206K | ▲+54% Added · +72K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $19.8M | 198K | ▲+5.8% Added · +11K sh | Q1 2026 | |
| 10 | Avantax Planning Partners, Inc. | $18.9M | 187K | ▼−1.6% Reduced · −3K sh | Q2 2026 | |
| 11 | SEEDS INVESTOR LLC | $16.5M | 163K | ▼−0.1% Reduced · −103 sh | Q2 2026 | |
| 12 | Merit Financial Group, LLC | $14.1M | 140K | ▲+59% Added · +52K sh | Q2 2026 | |
| 13 | Aspire Private Capital, LLC | $13.8M | 137K | ▲+16% Added · +19K sh | Q2 2026 | |
| 14 | Equitable Holdings, Inc. | $12.8M | 126K | ▼−9.0% Reduced · −13K sh | Q2 2026 | |
| 15 | JANE STREET GROUP, LLC | $9.8M | 98K | ▲+192% Added · +65K sh | Q1 2026 | |
| 16 | Atria Investments, Inc | $6.8M | 67K | ▲+6.6% Added · +4K sh | Q2 2026 | |
| 17 | Ashton Thomas Private Wealth, LLC | $6.5M | 64K | ▼−1.8% Reduced · −1K sh | Q2 2026 | |
| 18 | S.A. Mason LLC | $6.4M | 63K | ▲+15% Added · +8K sh | Q2 2026 | |
| 19 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad | $5.7M | 56K | ▲+6.1% Added · +3K sh | Q2 2026 | |
| 20 | Apella Capital, LLC | $5.6M | 56K | ▼−0.2% Reduced · −100 sh | Q2 2026 | |
| 21 | Hassell Wealth Management, LLC | $5.3M | 53K | ▲+278% Added · +39K sh | Q2 2026 | |
| 22 | LPL Financial LLC | $5.2M | 52K | ▲+18% Added · +8K sh | Q1 2026 | |
| 23 | Seed Wealth Management, Inc. | $5.0M | 49K | ▼−1.1% Reduced · −550 sh | Q2 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $4.9M | 49K | ▲+26% Added · +10K sh | Q1 2026 | |
| 25 | TRUIST FINANCIAL CORP | $4.6M | 46K | ▲+37% Added · +12K 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, 5 funds opened a new position in VTEI and 30 added to an existing one, while 11 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 | 83 funds | $11.0B |
| MICROSOFT CORPMSFT | 81 funds | $8.3B |
| NVIDIA CORPNVDA | 78 funds | $12.8B |
| AMAZON.COM INCAMZN | 77 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 77 funds | $5.0B |
| ALPHABET INC-CL CGOOG | 76 funds | $4.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 75 funds | $4.0B |
| VANGUARD S&P 500 ETFVOO | 74 funds | $5.8B |
| JPMORGAN CHASE & COJPM | 74 funds | $2.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $2.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 73 funds | $5.7B |
| ISHARES CORE S&P 500 ETFIVV | 72 funds | $9.5B |
Ranked by how many of VTEI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| VTEBmc | 1285 funds | $28.1B |
| VTEIthis pagemc | 153 funds | $729.3M |
| VCRMFUND | 134 funds | $886.6M |
| VSDMSHORT TAX EXEMPT | 104 funds | $229.5M |
| VTELLONG TERM TAX EX | 31 funds | $67.7M |
| VWIUXTax-Exempt, Investment Grade, Intermediate-Term | 5 funds | $23.7M |
| VMLUXMutual Funds | 2 funds | $12.8M |
| VWSUXOPEN END -NO LOAD FUND | 2 funds | $4.0M |
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 VTEI
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.
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.