Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Financial Gravity Companies, Inc. (+6.4%).
6 tracked 13F filers disclose a position in VWIAX as of the latest SEC 13F filings, a combined $1.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Richardson Financial Services Inc. | 7K | $409K | —Held | Q2 2026 | |
| 2 | Arvest Bank Trust Division | 4K | $267K | —Held | Q2 2026 | |
| 3 | McIlrath & Eck, LLC | 4K | $217K | ▲New +4K sh | Q1 2026 | |
| 4 | Financial Gravity Companies, Inc. | 4K | $221K | ▲+6.4% Added · +214 sh | Q2 2026 | |
| 5 | Coston, McIsaac & Partners | 198 | $12K | ▲+1.0% Added · +2 sh | Q2 2026 | |
| 6 | Westside Investment Management, Inc. | 37 | $2K | —Held | 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.
Last quarter, 1 fund opened a new position in VWIAX and 2 added to an existing one, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Vanguard Growth ETFVUG | 5 funds | $80.5M |
| Apple IncAAPL | 5 funds | $72.3M |
| Microsoft CorpMSFT | 5 funds | $69.8M |
| Vanguard Value ETFVTV | 5 funds | $68.6M |
| Vanguard Total Stock MKT ETFVTI | 5 funds | $47.9M |
| Amazon.com IncAMZN | 5 funds | $31.7M |
| Berkshire Hathaway Inc-CL BBRK/B | 5 funds | $29.2M |
| Vanguard High DVD Yield ETFVYM | 5 funds | $26.0M |
| Alphabet Inc-CL AGOOGL | 5 funds | $24.3M |
| Vanguard Small-Cap ETFVB | 5 funds | $23.9M |
| Alphabet Inc-CL CGOOG | 5 funds | $22.3M |
| Nvidia CorpNVDA | 5 funds | $19.0M |
Ranked by how many of VWIAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VWIAX.
No filings captured for this ticker in the live stream yet.
Connected entities for VWIAX
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/VWIAX/capital-change-brief"
Use Arkolith's capital_change_brief for VWIAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for VWIAX. Filings are public domain, sourced to SEC EDGAR.