| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | EP Wealth Advisors, LLC | $1.6B | 3.65M | Added | Q1 2026 |
| 2 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.5B | 3.44M | New | Q1 2026 |
| 3 | Mill Creek Capital Advisors, LLC | $1.1B | 2.50M | Added | Q1 2026 |
| 4 | RWA WEALTH PARTNERS, LLC | $903.2M | 2.07M | Added | Q1 2026 |
| 5 | D.A. DAVIDSON & CO. | $791.1M | 1.81M | Added | Q1 2026 |
| 6 | PROVIDA PENSION FUND ADMINISTRATOR | $757.3M | 1.55M | New | Q4 2025 |
| 7 | Performance Wealth Partners, LLC | $556.6M | 1.27M | Reduced | Q1 2026 |
| 8 | Modera Wealth Management, LLC | $542.3M | 1.24M | Added | Q1 2026 |
| 9 | Financial Engines Advisors L.L.C. | $473.4M | 6.50M | Added | Q1 2026 |
| 10 | CHOREO, LLC | $454.3M | 1.04M | Added | Q1 2026 |
| 11 | MISSION WEALTH MANAGEMENT, LP | $431.0M | 986.8K | Added | Q1 2026 |
| 12 | CBIZ Investment Advisory Services, LLC | $394.9M | 904.1K | Added | Q1 2026 |
| 13 | Waverly Advisors, LLC | $337.7M | 773.1K | Added | Q1 2026 |
| 14 | LINCOLN NATIONAL CORP | $314.1M | 719.1K | Added | Q1 2026 |
| 15 | Waldron Private Wealth LLC | $308.8M | 706.9K | Added | Q1 2026 |
| 16 | Sanctuary Advisors, LLC | $304.9M | 698.1K | Added | Q1 2026 |
| 17 | MML INVESTORS SERVICES, LLC | $289.6M | 663.0K | Reduced | Q1 2026 |
| 18 | CULLEN/FROST BANKERS, INC. | $286.6M | 656.3K | Added | Q1 2026 |
| 19 | CWM, LLC | $285.4M | 653.5K | Added | Q1 2026 |
| 20 | Kestra Advisory Services, LLC | $276.1M | 632.1K | Added | Q1 2026 |
| 21 | Beacon Pointe Advisors, LLC | $268.2M | 614.0K | Added | Q1 2026 |
| 22 | ASSETMARK, INC | $259.3M | 593.6K | Added | Q1 2026 |
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $242.2M | 554.5K | Added | Q1 2026 |
| 24 | Private Advisor Group, LLC | $205.9M | 471.5K | Added | Q1 2026 |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $205.7M | 467.1K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 420 funds | $73.0B |
| Microsoft CorporationMSFT | 420 funds | $63.6B |
| AmazoncomAMZN | 418 funds | $44.8B |
| LPHABET INCGOOG | 418 funds | $31.4B |
| Apple Inc.AAPL | 417 funds | $80.1B |
| TATE STR SPDR S&P 500 ETF TSPY | 415 funds | $45.1B |
| GOOGLE INCGOOGL | 414 funds | $39.8B |
| Broadcom LtdAVGO | 413 funds | $29.2B |
| Meta Platforms, Inc.META | 413 funds | $23.9B |
| Lilly(Eli) & CoLLY | 413 funds | $18.9B |
| Johnson & JohnsonJNJ | 413 funds | $16.9B |
| Visa, Inc.V | 412 funds | $16.8B |
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 + Form 4 insider transactions + 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.