89 tracked 13F filers disclose a position in VVR as of the latest SEC 13F filings, a combined $136.9M 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 | MORGAN STANLEY | $34.5M | 10.7M | ▲+11% Added · +1.1M sh | Q1 2026 | |
| 2 | Bramshill Investments, LLC | $21.6M | 6.7M | ▲+51% Added · +2.3M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $10.5M | 3.3M | ▼−4.3% Reduced · −145K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $8.8M | 2.7M | ▼−2.2% Reduced · −62K sh | Q1 2026 | |
| 5 | EP Wealth Advisors, LLC | $6.2M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 6 | UBS Group AG | $5.6M | 1.7M | ▼−19% Reduced · −399K sh | Q1 2026 | |
| 7 | Advisors Asset Management, Inc. | $4.3M | 1.3M | ▲+4.3% Added · +56K sh | Q1 2026 | |
| 8 | WELLS FARGO & COMPANY/MN | $4.0M | 1.2M | ▼−47% Reduced · −1.1M sh | Q1 2026 | |
| 9 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $3.5M | 1.1M | ▼−0.9% Reduced · −10K sh | Q1 2026 | |
| 10 | BALYASNY ASSET MANAGEMENT L.P. | $3.5M | 1.1M | ▲+12% Added · +114K sh | Q1 2026 | |
| 11 | LOOMIS SAYLES & CO L P | $3.3M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $3.0M | 940K | ▲+31% Added · +224K sh | Q1 2026 | |
| 13 | Quarry LP | $2.1M | 656K | ▲+63% Added · +253K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 654K | ▲+10% Added · +60K sh | Q1 2026 | |
| 15 | PRINCIPAL SECURITIES, INC. | $2.1M | 637K | ▲+7.2% Added · +43K sh | Q1 2026 | |
| 16 | J.W. COLE ADVISORS, INC. | $1.4M | 474K | ▲Added Added · +474K sh | Q2 2026 | |
| 17 | Byrne Asset Management LLC | $1.4M | 460K | ▼−14% Reduced · −74K sh | Q2 2026 | |
| 18 | Ionic Capital Management LLC | $1.3M | 392K | ▼−36% Reduced · −216K sh | Q1 2026 | |
| 19 | 1607 Capital Partners, LLC | $1.2M | 379K | —Held | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $920K | 286K | ▲+19% Added · +45K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $914K | 284K | ▲+26% Added · +59K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $911K | 283K | ▲+22% Added · +50K sh | Q1 2026 | |
| 23 | Creative Planning | $851K | 264K | ▼−2.5% Reduced · −7K sh | Q1 2026 | |
| 24 | Cetera Investment Advisers | $843K | 262K | ▼−20% Reduced · −66K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $730K | 227K | ▲+162% Added · +140K 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, 4 funds opened a new position in VVR and 13 added to an existing one, while 10 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 43 funds | $11.0B |
| APPLE INCAAPL | 42 funds | $15.5B |
| NVIDIA CORPNVDA | 42 funds | $14.8B |
| ALPHABET INC-CL AGOOGL | 42 funds | $7.4B |
| BROADCOM INCAVGO | 42 funds | $6.6B |
| JPMORGAN CHASE & COJPM | 42 funds | $6.0B |
| ALPHABET INC-CL CGOOG | 42 funds | $5.3B |
| META PLATFORMS INC-CLASS AMETA | 42 funds | $5.1B |
| JOHNSON & JOHNSONJNJ | 42 funds | $4.6B |
| COSTCO WHOLESALE CORPCOST | 42 funds | $3.3B |
| ELI LILLY & COLLY | 42 funds | $3.2B |
| VISA INC-CLASS A SHARESV | 42 funds | $3.1B |
Ranked by how many of VVR's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/VVR/capital-change-brief"
Use Arkolith's capital_change_brief for VVR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VVR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.