237 tracked 13F filers disclose a position in VTES as of the latest SEC 13F filings, a combined $742.2M 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 | MERCER GLOBAL ADVISORS INC /ADV | $134.4M | 1.3M | ▲+1.2% Added · +16K sh | Q1 2026 | |
| 2 | Wescott Financial Advisory Group, LLC | $74.9M | 740K | ▲+1.9% Added · +14K sh | Q2 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $38.3M | 379K | ▲+36% Added · +100K sh | Q1 2026 | |
| 4 | Gleason Group, Inc. | $31.7M | 313K | ▲+4.4% Added · +13K sh | Q2 2026 | |
| 5 | TIAA Wealth Investment Management LLC | $26.9M | 266K | ▲New +266K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $24.1M | 239K | ▼−13% Reduced · −35K sh | Q1 2026 | |
| 7 | Corient Private Wealth LLC | $17.2M | 171K | ▲+9.0% Added · +14K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $15.6M | 154K | ▲+10% Added · +14K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $11.7M | 115K | ▼−0.8% Reduced · −958 sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $11.5M | 114K | ▲+324% Added · +87K sh | Q1 2026 | |
| 11 | Savant Capital, LLC | $10.1M | 100K | ▼−5.8% Reduced · −6K sh | Q1 2026 | |
| 12 | Beacon Bank & Trust | $9.7M | 96K | ▲+2.0% Added · +2K sh | Q2 2026 | |
| 13 | TRUIST FINANCIAL CORP | $9.7M | 96K | ▲+18% Added · +14K sh | Q1 2026 | |
| 14 | Beaird Harris Wealth Management, LLC | $9.6M | 95K | ▼−4.0% Reduced · −4K sh | Q2 2026 | |
| 15 | S.A. Mason LLC | $9.4M | 92K | ▲+75% Added · +40K sh | Q2 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $9.3M | 92K | ▲+31% Added · +22K sh | Q1 2026 | |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.2M | 91K | ▲+37% Added · +24K sh | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 86K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 19 | Beacon Pointe Advisors, LLC | $8.5M | 84K | ▼−1.9% Reduced · −2K sh | Q1 2026 | |
| 20 | Hughes Financial Services, LLC | $8.2M | 81K | ▲+7.7% Added · +6K sh | Q2 2026 | |
| 21 | LPL Financial LLC | $7.6M | 76K | ▲+45% Added · +23K sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $7.6M | 75K | ▲+12% Added · +8K sh | Q1 2026 | |
| 23 | Apella Capital, LLC | $6.5M | 64K | ▼−2.0% Reduced · −1K sh | Q2 2026 | |
| 24 | ECLECTIC ASSOCIATES INC /ADV | $6.2M | 61K | ▲+20% Added · +10K sh | Q2 2026 | |
| 25 | GenTrust, LLC | $6.1M | 61K | ▲+113% Added · +32K 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, 7 funds opened a new position in VTES and 33 added to an existing one, while 12 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 | 121 funds | $16.3B |
| MICROSOFT CORPMSFT | 120 funds | $13.8B |
| ISHARES CORE S&P 500 ETFIVV | 117 funds | $10.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 116 funds | $5.6B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 115 funds | $7.4B |
| ALPHABET INC-CL CGOOG | 115 funds | $7.3B |
| ALPHABET INC-CL AGOOGL | 115 funds | $6.7B |
| NVIDIA CORPNVDA | 114 funds | $17.2B |
| AMAZON.COM INCAMZN | 114 funds | $8.5B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 114 funds | $3.6B |
| VANGUARD S&P 500 ETFVOO | 112 funds | $10.9B |
| JPMORGAN CHASE & COJPM | 111 funds | $3.6B |
Ranked by how many of VTES'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 |
|---|---|---|
| VTESthis pagemc | 237 funds | $742.2M |
| VFMOmc | 142 funds | $656.8M |
| VFVAmc | 83 funds | $337.9M |
| VFMFUS MULTIFACTOR | 79 funds | $229.0M |
| VFQYmc | 79 funds | $129.9M |
| VFMVmc | 76 funds | $180.4M |
| VWENXOPEN END TAXABLE NO LOAD FUND | 6 funds | $2.9M |
| 921935102OPEN END TAXABLE NO LOAD FUND | 3 funds | $1.1M |
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 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/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 + Form 4 insider transactions + 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.