160 tracked 13F filers disclose a position in VTWV as of the latest SEC 13F filings, a combined $470.1M 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/ | $71.2M | 426K | ▲+9.3% Added · +36K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $35.3M | 211K | ▲+2.3% Added · +5K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $33.1M | 198K | ▲+13% Added · +23K sh | Q1 2026 | |
| 4 | Ascentis Wealth Management, LLC | Withheld | 128K | ▲79× Added · +127K sh | Q2 2026 | |
| 5 | COMMERCE BANK | $20.7M | 124K | ▲+30% Added · +29K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $19.6M | 117K | ▲~0% Added · +21 sh | Q1 2026 | |
| 7 | QUEST INVESTMENT MANAGEMENT LLC | $16.3M | 98K | ▲New +98K sh | Q1 2026 | |
| 8 | Rockefeller Capital Management L.P. | $15.2M | 91K | ▼−3.1% Reduced · −3K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $15.0M | 90K | ▲+8.8% Added · +7K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $12.6M | 76K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 11 | Equitable Holdings, Inc. | $11.5M | 72K | ▲+224% Added · +50K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $10.2M | 61K | ▲+2.2% Added · +1K sh | Q1 2026 | |
| 13 | WestHill Financial Advisors, Inc. | $11.3M | 58K | ▼−0.5% Reduced · −276 sh | Q2 2026 | |
| 14 | Financial Advisory Corp | $9.8M | 50K | ▼−0.2% Reduced · −122 sh | Q2 2026 | |
| 15 | AMG National Trust Bank | $8.2M | 49K | ▲+9.0% Added · +4K sh | Q1 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $8.0M | 48K | ▲+19% Added · +8K sh | Q1 2026 | |
| 17 | Savant Capital, LLC | $7.7M | 46K | ▼−0.8% Reduced · −371 sh | Q1 2026 | |
| 18 | Institute for Wealth Management, LLC. | $8.4M | 43K | ▼−1.2% Reduced · −528 sh | Q2 2026 | |
| 19 | UBS Group AG | $6.4M | 39K | ▲+19% Added · +6K sh | Q1 2026 | |
| 20 | RWA WEALTH PARTNERS, LLC | $6.3M | 37K | ▼−1.1% Reduced · −425 sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $5.6M | 34K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $5.1M | 31K | ▲+42% Added · +9K sh | Q1 2026 | |
| 23 | TRUIST FINANCIAL CORP | $4.8M | 29K | ▲+837% Added · +26K sh | Q1 2026 | |
| 24 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $4.5M | 27K | ▼−4.4% Reduced · −1K sh | Q1 2026 | |
| 25 | FRANKLIN RESOURCES INC | $4.4M | 26K | ▲+5.6% Added · +1K 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 VTWV and 17 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 | 78 funds | $63.0B |
| MICROSOFT CORPMSFT | 76 funds | $55.3B |
| NVIDIA CORPNVDA | 75 funds | $79.0B |
| AMAZON.COM INCAMZN | 74 funds | $41.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 74 funds | $12.4B |
| ALPHABET INC-CL AGOOGL | 73 funds | $35.0B |
| ALPHABET INC-CL CGOOG | 73 funds | $23.0B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $20.1B |
| JPMORGAN CHASE & COJPM | 73 funds | $18.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 72 funds | $10.7B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 72 funds | $5.4B |
| INVESCO QQQ TRUST SERIES 1QQQ | 72 funds | $4.7B |
Ranked by how many of VTWV'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 |
|---|---|---|
| VCSHcs | 1091 funds | $25.3B |
| VCITcs | 998 funds | $46.9B |
| VGSHmc | 809 funds | $17.3B |
| VGITmc | 733 funds | $28.6B |
| VONGmc | 711 funds | $26.2B |
| VTWOmc | 541 funds | $10.2B |
| VMBScs | 533 funds | $12.7B |
| VONVmc | 477 funds | $13.7B |
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 VTWV
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/VTWV/capital-change-brief"
Use Arkolith's capital_change_brief for VTWV. 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 VTWV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.