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/VUG/capital-change-brief"
Use Arkolith's capital_change_brief for VUG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $23.9B | 54.6M | ▲+14% Added · +6.8M sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $16.6B | 39.2M | ▼−0.4% Reduced · −153K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $6.5B | 14.9M | ▲+3.3% Added · +478K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.8B | 8.7M | ▲+14% Added · +1.0M sh | Q1 2026 | |
| 5 | MONETA GROUP INVESTMENT ADVISORS LLC | Withheld | 8.5M | ▲+519% Added · +7.1M sh | Q1 2026 | |
| 6 | Financial Engines Advisors L.L.C. | Withheld | 6.5M | ▲+0.1% Added · +8K sh | Q1 2026 | |
| 7 | UBS Group AG | $2.7B | 6.1M | ▲+8.1% Added · +454K sh | Q1 2026 | |
| 8 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $478.4M | 5.6M | ▲+461% Added · +4.6M sh | Q2 2026 | |
| 9 | LPL Financial LLC | $2.4B | 5.4M | ▼−1.7% Reduced · −95K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $1.9B | 4.4M | ▲+2.4% Added · +104K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $1.8B | 4.0M | ▲+3.5% Added · +137K sh | Q1 2026 | |
| 12 | EP Wealth Advisors, LLC | $1.6B | 3.7M | ▲+5.4% Added · +187K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.6B | 3.6M | ▲+7.4% Added · +247K sh | Q1 2026 | |
| 14 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.5B | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 15 | Retirement Investment Advisors, Inc. | $286.6M | 3.3M | ▲+531% Added · +2.8M sh | Q2 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $259.0M | 3.0M | ▲+537% Added · +2.5M sh | Q2 2026 | |
| 17 | FMR LLC | $1.1B | 2.6M | ▼−0.4% Reduced · −10K sh | Q1 2026 | |
| 18 | Mill Creek Capital Advisors, LLC | $1.1B | 2.5M | ▲+0.6% Added · +15K sh | Q1 2026 | |
| 19 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $212.0M | 2.5M | ▲+501% Added · +2.1M sh | Q2 2026 | |
| 20 | Cetera Investment Advisers | $1.0B | 2.3M | ▲+8.2% Added · +174K sh | Q1 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $998.5M | 2.3M | ▼~0% Reduced · −600 sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $982.4M | 2.2M | ▲+2.8% Added · +61K sh | Q1 2026 | |
| 23 | RWA WEALTH PARTNERS, LLC | $960.2M | 2.2M | ▼−1.9% Reduced · −42K sh | Q1 2026 | |
| 24 | Everhart Financial Group, Inc. | $178.3M | 2.1M | ▲+536% Added · +1.7M sh | Q2 2026 | |
| 25 | Cornerstone Management, Inc. | $171.8M | 2.0M | ▲+481% Added · +1.7M 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 |
|---|---|---|
| APPLE INCAAPL | 428 funds | $162.5B |
| MICROSOFT CORPMSFT | 428 funds | $148.3B |
| NVIDIA CORPNVDA | 425 funds | $203.5B |
| AMAZON.COM INCAMZN | 425 funds | $114.0B |
| ALPHABET INC-CL CGOOG | 422 funds | $69.4B |
| ALPHABET INC-CL AGOOGL | 420 funds | $97.3B |
| JPMORGAN CHASE & COJPM | 418 funds | $42.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 416 funds | $31.6B |
| META PLATFORMS INC-CLASS AMETA | 415 funds | $63.5B |
| EXXON MOBIL CORPXOM | 413 funds | $32.4B |
| BROADCOM INCAVGO | 412 funds | $78.7B |
| ELI LILLY & COLLY | 412 funds | $46.6B |
Ranked by how many of VUG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VUG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.