178 tracked 13F filers disclose a position in VTWG as of the latest SEC 13F filings, a combined $633.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $69.9M | 305K | ▼−2.6% Reduced · −8K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $51.1M | 223K | ▲+1.4% Added · +3K sh | Q1 2026 | |
| 3 | Pathstone Holdings, LLC | $38.6M | 169K | ▼−1.6% Reduced · −3K sh | Q1 2026 | |
| 4 | ASSETMARK, INC | $32.5M | 113K | ▼−1.5% Reduced · −2K sh | Q2 2026 | |
| 5 | OSAIC HOLDINGS, INC. | $22.7M | 99K | ▼−3.5% Reduced · −4K sh | Q1 2026 | |
| 6 | TFC Financial Management, Inc. | $25.1M | 87K | ▲+5.8% Added · +5K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $17.2M | 75K | ▲+16% Added · +10K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $16.8M | 73K | ▲+13% Added · +8K sh | Q1 2026 | |
| 9 | Systelligence, LLC | $19.5M | 68K | ▼−8.2% Reduced · −6K sh | Q2 2026 | |
| 10 | QUEST INVESTMENT MANAGEMENT LLC | $15.3M | 67K | —Held | Q1 2026 | |
| 11 | LPL Financial LLC | $14.4M | 63K | ▼−1.9% Reduced · −1K sh | Q1 2026 | |
| 12 | Sound Income Strategies, LLC | $15.6M | 54K | ▲+16% Added · +8K sh | Q2 2026 | |
| 13 | Equitable Holdings, Inc. | $12.3M | 52K | ▲+564% Added · +44K sh | Q1 2026 | |
| 14 | UBS Group AG | $11.9M | 52K | ▲+23% Added · +10K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $10.0M | 44K | ▲+33% Added · +11K sh | Q1 2026 | |
| 16 | WestHill Financial Advisors, Inc. | $11.9M | 42K | ▼−0.5% Reduced · −198 sh | Q2 2026 | |
| 17 | Rockefeller Capital Management L.P. | $9.3M | 41K | ▲+0.9% Added · +368 sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $9.2M | 40K | ▼−4.9% Reduced · −2K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $8.7M | 38K | ▲+1.5% Added · +562 sh | Q1 2026 | |
| 20 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $7.7M | 34K | ▲+0.2% Added · +84 sh | Q1 2026 | |
| 21 | AMG National Trust Bank | $7.7M | 34K | ▲+72% Added · +14K sh | Q1 2026 | |
| 22 | Institute for Wealth Management, LLC. | $9.4M | 33K | ▼−3.0% Reduced · −1K sh | Q2 2026 | |
| 23 | Kingsview Wealth Management, LLC | $7.2M | 32K | ▲New +32K sh | Q1 2026 | |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.2M | 32K | ▲+599% Added · +27K sh | Q1 2026 | |
| 25 | LJI Wealth Management, LLC | $9.1M | 32K | ▼−6.6% Reduced · −2K 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 VTWG and 18 added to an existing one, while 15 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 |
|---|---|---|
| NVIDIA CORPNVDA | 90 funds | $54.4B |
| APPLE INCAAPL | 90 funds | $43.0B |
| MICROSOFT CORPMSFT | 89 funds | $38.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 89 funds | $11.5B |
| AMAZON.COM INCAMZN | 88 funds | $24.5B |
| ALPHABET INC-CL CGOOG | 87 funds | $16.2B |
| VANGUARD S&P 500 ETFVOO | 86 funds | $8.4B |
| ALPHABET INC-CL AGOOGL | 85 funds | $20.9B |
| BROADCOM INCAVGO | 85 funds | $18.7B |
| META PLATFORMS INC-CLASS AMETA | 85 funds | $11.7B |
| TESLA INCTSLA | 85 funds | $10.1B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 85 funds | $5.2B |
Ranked by how many of VTWG'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.
No filings captured for this ticker in the live stream yet.
Connected entities for VTWG
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/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 + Form 4 insider transactions + 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.