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/VV/capital-change-brief"
Use Arkolith's capital_change_brief for VV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JONES FINANCIAL COMPANIES LLLP | $5.4B | 18.7M | ▲+4.6% Added · +825K sh | Q1 2026 | |
| 2 | Creative Planning | $3.7B | 12.3M | ▲+0.4% Added · +46K sh | Q1 2026 | |
| 3 | National Mutual Insurance Federation of Agricultural Coopera | $2.0B | 6.5M | —Held | Q1 2026 | |
| 4 | UBS Group AG | $1.2B | 4.0M | ▲+83% Added · +1.8M sh | Q1 2026 | |
| 5 | Vanguard Global Advisers, LLC | $1.2B | 4.0M | ▲New +4.0M sh | Q1 2026 | |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $849.2M | 2.8M | ▲+2.9% Added · +80K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $803.8M | 2.7M | ▼−3.5% Reduced · −98K sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $803.6M | 2.7M | ▼−1.2% Reduced · −32K sh | Q1 2026 | |
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | $628.4M | 2.1M | ▼−0.2% Reduced · −4K sh | Q1 2026 | |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $549.6M | 1.8M | ▼−4.5% Reduced · −87K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $460.3M | 1.5M | ▲+8.3% Added · +119K sh | Q1 2026 | |
| 12 | FMR LLC | $458.2M | 1.5M | ▼−0.8% Reduced · −13K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $429.9M | 1.4M | ▼−0.8% Reduced · −12K sh | Q1 2026 | |
| 14 | MONETA GROUP INVESTMENT ADVISORS LLC | $409.3M | 1.4M | ▲+4.2% Added · +55K sh | Q1 2026 | |
| 15 | Wealthquest Corp | $370.8M | 1.2M | ▲+5.3% Added · +63K sh | Q1 2026 | |
| 16 | Capital Asset Advisory Services LLC | $338.0M | 1.0M | ▼−5.8% Reduced · −64K sh | Q1 2026 | |
| 17 | AMERIPRISE FINANCIAL INC | $252.4M | 845K | ▲+4.8% Added · +39K sh | Q1 2026 | |
| 18 | Pathstone Holdings, LLC | $250.0M | 837K | ▲+11% Added · +81K sh | Q1 2026 | |
| 19 | Wealthspire Advisors, LLC | $241.4M | 808K | ▲+48% Added · +262K sh | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $237.0M | 793K | ▼−2.6% Reduced · −21K sh | Q1 2026 | |
| 21 | RAYMOND JAMES FINANCIAL INC | $229.1M | 767K | ▲+3.9% Added · +29K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $222.9M | 746K | ▼−2.3% Reduced · −18K sh | Q1 2026 | |
| 23 | Wealthfront Advisers LLC | $220.7M | 739K | ▲+2.9% Added · +21K sh | Q1 2026 | |
| 24 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $191.3M | 640K | ▼−1.8% Reduced · −12K sh | Q1 2026 | |
| 25 | Mariner, LLC | $180.4M | 604K | ▲+2.7% Added · +16K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 286 funds | $124.6B |
| MICROSOFT CORPMSFT | 286 funds | $113.5B |
| NVIDIA CORPNVDA | 285 funds | $145.3B |
| AMAZON.COM INCAMZN | 285 funds | $81.4B |
| ALPHABET INC-CL CGOOG | 285 funds | $50.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 285 funds | $26.0B |
| ALPHABET INC-CL AGOOGL | 282 funds | $69.6B |
| META PLATFORMS INC-CLASS AMETA | 280 funds | $43.8B |
| JPMORGAN CHASE & COJPM | 280 funds | $35.1B |
| VISA INC-CLASS A SHARESV | 280 funds | $29.5B |
| EXXON MOBIL CORPXOM | 280 funds | $27.5B |
| ELI LILLY & COLLY | 279 funds | $34.5B |
Ranked by how many of VV'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 VV. 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.