Among active 13F managers last quarter, 4 opened and 35 added, while 14 reduced; the largest holder to move was Wescott Financial Advisory Group, LLC (+1.9%).
276 tracked 13F filers disclose a position in VTES as of the latest SEC 13F filings, a combined $847.9M 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 | Mercer Global Advisors Inc | 1.3M | $134.4M | ▲+1.2% Added · +16K sh | Q1 2026 | |
| 2 | Wescott Financial Advisory Group, LLC | 740K | $74.9M | ▲+1.9% Added · +14K sh | Q2 2026 | |
| 3 | Bank Of America Corp | 379K | $38.3M | ▲+36% Added · +100K sh | Q1 2026 | |
| 4 | Gleason Group, Inc. | 313K | $31.7M | ▲+4.4% Added · +13K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 239K | $24.1M | ▼−13% Reduced · −35K sh | Q1 2026 | |
| 6 | TIAA Wealth Investment Management LLC | 235K | $23.8M | ▼−12% Reduced · −31K sh | Q2 2026 | |
| 7 | Seeds Investor LLC | 198K | $20.1M | ▲+2.1% Added · +4K sh | Q2 2026 | |
| 8 | Savant Capital, LLC | 181K | $18.3M | ▲+81% Added · +81K sh | Q2 2026 | |
| 9 | Corient Private Wealth LP | 171K | $17.2M | ▲+9.0% Added · +14K sh | Q1 2026 | |
| 10 | Wells Fargo & Company | 154K | $15.6M | ▲+10% Added · +14K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | 115K | $11.7M | ▼−0.8% Reduced · −958 sh | Q1 2026 | |
| 12 | Morgan Stanley | 114K | $11.5M | ▲+324% Added · +87K sh | Q1 2026 | |
| 13 | Beacon Bank & Trust | 96K | $9.7M | ▲+2.0% Added · +2K sh | Q2 2026 | |
| 14 | Truist Financial Corp | 96K | $9.7M | ▲+18% Added · +14K sh | Q1 2026 | |
| 15 | Beaird Harris Wealth Management, LLC | 95K | $9.6M | ▼−4.0% Reduced · −4K sh | Q2 2026 | |
| 16 | Stonebridge Capital Advisors LLC | 94K | $9.5M | ▲+4.7% Added · +4K sh | Q2 2026 | |
| 17 | S.A. Mason LLC | 92K | $9.4M | ▲+75% Added · +40K sh | Q2 2026 | |
| 18 | Envestnet Asset Management Inc | 92K | $9.3M | ▲+31% Added · +22K sh | Q1 2026 | |
| 19 | Wealth Enhancement Advisory Services, LLC | 91K | $9.2M | ▲+37% Added · +24K sh | Q2 2026 | |
| 20 | Beacon Pointe Advisors, LLC | 89K | $9.0M | ▲+6.2% Added · +5K sh | Q2 2026 | |
| 21 | Altiora Financial Group, LLC | 88K | $8.9M | ▲+18% Added · +13K sh | Q2 2026 | |
| 22 | Commonwealth Equity Services, LLC | 86K | $8.7M | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 23 | Hughes Financial Services, LLC | 81K | $8.2M | ▲+7.7% Added · +6K sh | Q2 2026 | |
| 24 | Clearstead Advisors, LLC | 80K | $8.1M | ▲+112% Added · +43K sh | Q2 2026 | |
| 25 | Focus Advisor Solutions, LLC | 77K | $7.8M | ▲+289% Added · +57K sh | Q2 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, 4 funds opened a new position in VTES and 35 added to an existing one, while 14 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 | 150 funds | $17.9B |
| Microsoft CorpMSFT | 149 funds | $14.5B |
| Nvidia CorpNVDA | 143 funds | $18.3B |
| Amazon.com IncAMZN | 143 funds | $9.1B |
| Ishares Core S&P 500 ETFIVV | 142 funds | $12.6B |
| Alphabet Inc-CL AGOOGL | 142 funds | $7.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 142 funds | $6.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 142 funds | $3.9B |
| Alphabet Inc-CL CGOOG | 141 funds | $7.9B |
| Vanguard Total Stock MKT ETFVTI | 138 funds | $8.4B |
| Vanguard S&P 500 ETFVOO | 136 funds | $11.9B |
| JPMorgan Chase & CoJPM | 136 funds | $4.0B |
Ranked by how many of VTES's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VTES.
| Class | 13F holders | Value held |
|---|---|---|
| VTESthis pagemc | 276 funds | $847.9M |
| VFMOmc | 179 funds | $777.3M |
| VFMFUS MULTIFACTOR | 100 funds | $257.1M |
| VFQYmc | 91 funds | $168.0M |
| VFVAmc | 89 funds | $354.7M |
| VFMVmc | 82 funds | $192.5M |
| VWENXOPEN END TAXABLE NO LOAD FUND | 6 funds | $3.0M |
| VWELXOPEN END TAXABLE NO LOAD FUND | 4 funds | $1.3M |
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 VTES
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/VTES/capital-change-brief"
Use Arkolith's capital_change_brief for VTES. 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 VTES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.