Among active 13F managers last quarter, 3 opened and 14 added, while 21 reduced; the largest holder to move was TFC Financial Management, Inc. (+5.8%).
206 tracked 13F filers disclose a position in VTWG as of the latest SEC 13F filings, a combined $701.5M 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 | Bank Of America Corp | 305K | $69.9M | ▼−2.6% Reduced · −8K sh | Q1 2026 | |
| 2 | Morgan Stanley | 223K | $51.1M | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 3 | Pathstone Holdings, LLC | 173K | $49.8M | ▲+2.6% Added · +4K sh | Q2 2026 | |
| 4 | AssetMark, Inc | 113K | $32.5M | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 5 | Osaic Holdings, Inc. | 99K | $22.7M | ▼−3.5% Reduced · −4K sh | Q1 2026 | |
| 6 | TFC Financial Management, Inc. | 87K | $25.1M | ▲+5.8% Added · +5K sh | Q2 2026 | |
| 7 | Ameriprise Financial Inc | 75K | $17.2M | ▲+16% Added · +10K sh | Q1 2026 | |
| 8 | Wells Fargo & Company | 73K | $16.8M | ▲+13% Added · +8K sh | Q1 2026 | |
| 9 | Systelligence, LLC | 68K | $19.5M | ▼−8.2% Reduced · −6K sh | Q2 2026 | |
| 10 | Quest Investment Management LLC | 67K | $19.3M | —Held | Q2 2026 | |
| 11 | LPL Financial LLC | 63K | $14.4M | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 12 | AMG National Trust Bank | 54K | $15.6M | ▲+61% Added · +21K sh | Q2 2026 | |
| 13 | Sound Income Strategies, LLC | 54K | $15.6M | ▲+16% Added · +8K sh | Q2 2026 | |
| 14 | UBS Group AG | 52K | $11.9M | ▲+23% Added · +10K sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | 49K | $14.2M | ▼−5.7% Reduced · −3K sh | Q2 2026 | |
| 16 | Envestnet Asset Management Inc | 44K | $10.0M | ▲+33% Added · +11K sh | Q1 2026 | |
| 17 | WestHill Financial Advisors, Inc. | 42K | $11.9M | ▼−0.5% Reduced · −198 sh | Q2 2026 | |
| 18 | Rockefeller Capital Management L.P. | 41K | $9.3M | ▲+0.9% Added · +368 sh | Q1 2026 | |
| 19 | Raymond James Financial Inc | 40K | $9.2M | ▼−4.9% Reduced · −2K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | 38K | $8.7M | ▲+1.5% Added · +562 sh | Q1 2026 | |
| 21 | Silvercrest Asset Management Group LLC | 34K | $7.7M | ▲+0.2% Added · +84 sh | Q1 2026 | |
| 22 | Institute for Wealth Management, LLC. | 33K | $9.4M | ▼−3.0% Reduced · −1K sh | Q2 2026 | |
| 23 | Susquehanna International Group, LLP | 32K | $7.2M | ▲+599% Added · +27K sh | Q1 2026 | |
| 24 | LJI Wealth Management, LLC | 32K | $9.1M | ▼−6.6% Reduced · −2K sh | Q2 2026 | |
| 25 | Royal Bank Of Canada | 29K | $6.6M | ▲+60% Added · +11K 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, 3 funds opened a new position in VTWG and 14 added to an existing one, while 21 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 |
|---|---|---|
| Nvidia CorpNVDA | 114 funds | $55.5B |
| Apple IncAAPL | 114 funds | $45.5B |
| Microsoft CorpMSFT | 113 funds | $39.3B |
| Amazon.com IncAMZN | 113 funds | $26.9B |
| Alphabet Inc-CL CGOOG | 110 funds | $17.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 110 funds | $15.0B |
| Alphabet Inc-CL AGOOGL | 109 funds | $21.4B |
| Meta Platforms Inc-Class AMETA | 109 funds | $12.2B |
| Vanguard S&P 500 ETFVOO | 109 funds | $9.3B |
| JPMorgan Chase & CoJPM | 107 funds | $10.1B |
| Broadcom IncAVGO | 106 funds | $19.6B |
| Berkshire Hathaway Inc-CL BBRK/B | 105 funds | $8.7B |
Ranked by how many of VTWG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VTWG.
No filings captured for this ticker in the live stream yet.
Connected entities for VTWG
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/VTWG/capital-change-brief"
Use Arkolith's capital_change_brief for VTWG. 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 VTWG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.