| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $51.3M | 1.5M | ▼−5.3% Reduced · −86K sh | Q1 2026 | |
| 2 | Carmignac Gestion | $27.4M | 822K | ▲+3.3% Added · +26K sh | Q1 2026 | |
| 3 | Itau Unibanco Holding S.A. | $23.1M | 691K | ▲+263% Added · +501K sh | Q1 2026 | |
| 4 | LAZARD ASSET MANAGEMENT LLC | $12.1M | 362K | ▲+21% Added · +62K sh | Q1 2026 | |
| 5 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $11.3M | 338K | ▲+2.3% Added · +8K sh | Q1 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $7.3M | 218K | ▼−23% Reduced · −65K sh | Q1 2026 | |
| 7 | Grandeur Peak Global Advisors, LLC | $5.7M | 172K | ▼−19% Reduced · −39K sh | Q1 2026 | |
| 8 | BlackRock, Inc. | $5.2M | 157K | —Held | Q1 2026 | |
| 9 | UBS Group AG | $2.7M | 81K | ▼−12% Reduced · −11K sh | Q1 2026 | |
| 10 | SAMLYN CAPITAL, LLC | $2.6M | 77K | ▲+1.1% Added · +861 sh | Q1 2026 | |
| 11 | MARSHALL WACE, LLP | $2.4M | 73K | ▼−0.8% Reduced · −627 sh | Q1 2026 | |
| 12 | M&T BANK CORP | $2.3M | 70K | —Held | Q1 2026 | |
| 13 | MORGAN STANLEY | $2.2M | 67K | ▼−41% Reduced · −47K sh | Q1 2026 | |
| 14 | BRANDES INVESTMENT PARTNERS, LP | $1.8M | 53K | ▲+12% Added · +6K sh | Q1 2026 | |
| 15 | Mariner, LLC | $1.3M | 38K | ▲+3.7% Added · +1K sh | Q1 2026 | |
| 16 | Militia Capital Management LLC | $1.1M | 34K | ▲New +34K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $984K | 30K | ▼−25% Reduced · −10K sh | Q1 2026 | |
| 18 | Orion Porfolio Solutions, LLC | $898K | 27K | ▲+25% Added · +5K sh | Q1 2026 | |
| 19 | BNP PARIBAS FINANCIAL MARKETS | $663K | 20K | ▼−4.2% Reduced · −876 sh | Q1 2026 | |
| 20 | Neuberger Berman Group LLC | $655K | 20K | ▼−7.0% Reduced · −1K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $476K | 14K | ▼−31% Reduced · −6K sh | Q1 2026 | |
| 22 | SEI INVESTMENTS CO | $448K | 13K | ▼−0.7% Reduced · −100 sh | Q1 2026 | |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $403K | 12K | ▲+34% Added · +3K sh | Q1 2026 | |
| 24 | Vanguard Personalized Indexing Management, LLC | $350K | 11K | ▼−3.6% Reduced · −396 sh | Q1 2026 | |
| 25 | QRG CAPITAL MANAGEMENT, INC. | $339K | 10K | ▼−9.8% Reduced · −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.
| Company | Co-held by | Combined value |
|---|---|---|
| JPMORGAN CHASE & COJPM | 17 funds | $2.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 17 funds | $2.2B |
| MERCK & CO. INC.MRK | 17 funds | $1.3B |
| BANK OF AMERICA CORPBAC | 17 funds | $640.5M |
| NVIDIA CORPNVDA | 16 funds | $7.8B |
| MICROSOFT CORPMSFT | 16 funds | $5.0B |
| AMAZON.COM INCAMZN | 16 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 16 funds | $3.6B |
| META PLATFORMS INC-CLASS AMETA | 16 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 16 funds | $2.4B |
| MICRON TECHNOLOGY INCMU | 16 funds | $2.1B |
| JOHNSON & JOHNSONJNJ | 16 funds | $1.4B |
Ranked by how many of VTMX's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | BERHO CORONA LORENZO MANUEL | Director | Sell (S) | 50K | $171K |
| Jun 30, 2026 | BERHO CARRANZA LORENZO DOMINIQUE | Chief Executive Officer | Sell (S) | 50K | $171K |
| Jun 30, 2026 | Berho Carranza Diego | Chief Portfolio Officer | Sell (S) | 4K | $12K |
| Jun 29, 2026 | BERHO CARRANZA LORENZO DOMINIQUE | Chief Executive Officer | Sell (S) | 50K | $171K |
| Jun 29, 2026 | Bettinger Davo Maria Fernanda | INVESTOR RELATIONS OFFICER | Sell (S) | 21K | $72K |
| Jun 19, 2026 | BERHO CORONA LORENZO MANUEL | Director | Sell (S) | 5K | $16K |
| Jun 18, 2026 | BERHO CORONA LORENZO MANUEL | Director | Sell (S) | 50K | $175K |
| Jun 18, 2026 | BERHO CORONA LORENZO MANUEL | Director | Sell (S) | 4K | $13K |
| Jun 16, 2026 | Bettinger Davo Maria Fernanda | INVESTOR RELATIONS OFFICER | Sell (S) | 46K | $160K |
| Jun 15, 2026 | BERHO CORONA LORENZO MANUEL | Director | Sell (S) | 48K | $168K |
| Jun 9, 2026 | BERHO CORONA LORENZO MANUEL | Director | Sell (S) | 2K | $6K |
| Jun 8, 2026 | Berho Carranza Diego | Chief Portfolio Officer | Sell (S) | 10K | $34K |
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/VTMX/capital-change-brief"
Use Arkolith's capital_change_brief for VTMX. 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 VTMX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.