Among active 13F managers last quarter, 1 opened and 1 added, while 3 reduced; the largest holder to move was Great Lakes Advisors, LLC (−3.4%).
8 tracked 13F filers disclose a position in VTMGX as of the latest SEC 13F filings, a combined $49.6M 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 | Fulton Bank, N.A. | 2.0M | $40.5M | ▲+4.3% Added · +82K sh | Q1 2026 | |
| 2 | Great Lakes Advisors, LLC | 238K | $5.4M | ▼−3.4% Reduced · −8K sh | Q2 2026 | |
| 3 | First Merchants Corp | 96K | $2.2M | ▼−1.6% Reduced · −2K sh | Q2 2026 | |
| 4 | Ironwood Investment Management LLC | 34K | $775K | ▲+0.5% Added · +174 sh | Q2 2026 | |
| 5 | Arvest Bank Trust Division | 15K | $349K | ▼−2.1% Reduced · −325 sh | Q2 2026 | |
| 6 | Ethos Financial Group, LLC | 10K | $215K | ▲New +10K sh | Q2 2026 | |
| 7 | Estabrook Capital Management | 3K | $69K | ▼−9.1% Reduced · −300 sh | Q2 2026 | |
| 8 | NBT Bank, N.A. | 1K | $29K | ▲New +1K 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, 1 fund opened a new position in VTMGX and 1 added to an existing one, while 3 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 | 5 funds | $622.4M |
| Microsoft CorpMSFT | 5 funds | $477.0M |
| JPMorgan Chase & CoJPM | 5 funds | $457.0M |
| Alphabet Inc-CL AGOOGL | 5 funds | $337.9M |
| Merck & Co. Inc.MRK | 5 funds | $219.6M |
| Cisco Systems IncCSCO | 5 funds | $201.7M |
| Meta Platforms Inc-Class AMETA | 5 funds | $158.2M |
| Walt Disney CoDIS | 5 funds | $151.9M |
| Costco Wholesale CorpCOST | 5 funds | $67.6M |
| Johnson & JohnsonJNJ | 5 funds | $41.4M |
| Visa Inc-Class A SharesV | 5 funds | $38.0M |
| General ElectricGE | 5 funds | $37.0M |
Ranked by how many of VTMGX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VTMGX.
No filings captured for this ticker in the live stream yet.
Connected entities for VTMGX
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/VTMGX/capital-change-brief"
Use Arkolith's capital_change_brief for VTMGX. 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 VTMGX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.