This stock 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/VWOB/capital-change-brief"
Use Arkolith's capital_change_brief for VWOB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $267.1M | 4.1M | ▼−0.4% Reduced · −16K sh | Q1 2026 | |
| 2 | SEI INVESTMENTS CO | $269.2M | 4.1M | ▲+5.1% Added · +200K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $222.3M | 3.4M | ▼−1.3% Reduced · −44K sh | Q1 2026 | |
| 4 | ROYAL BANK OF CANADA | $209.5M | 3.2M | ▲+2.2% Added · +68K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $192.5M | 2.9M | ▲+33% Added · +733K sh | Q1 2026 | |
| 6 | Wealthfront Advisers LLC | $174.0M | 2.6M | ▼−2.6% Reduced · −70K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $139.0M | 2.1M | ▲+25% Added · +420K sh | Q1 2026 | |
| 8 | Creative Planning | $114.8M | 1.7M | ▲211× Added · +1.7M sh | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $110.1M | 1.7M | ▲+29% Added · +372K sh | Q1 2026 | |
| 10 | AMERIPRISE FINANCIAL INC | $104.4M | 1.6M | ▼−7.5% Reduced · −129K sh | Q1 2026 | |
| 11 | WELLS FARGO & COMPANY/MN | $88.8M | 1.4M | ▲+7.3% Added · +92K sh | Q1 2026 | |
| 12 | PNC FINANCIAL SERVICES GROUP, INC. | $86.2M | 1.3M | ▼−1.4% Reduced · −19K sh | Q1 2026 | |
| 13 | Savant Capital, LLC | $86.0M | 1.3M | ▼−1.3% Reduced · −17K sh | Q1 2026 | |
| 14 | Varma Mutual Pension Insurance Co | $82.1M | 1.3M | —Held | Q1 2026 | |
| 15 | PRINCIPAL FINANCIAL GROUP INC | $70.3M | 1.1M | ▲New +1.1M sh | Q1 2026 | |
| 16 | Kestra Investment Management, LLC | $69.1M | 1.1M | ▲+76% Added · +453K sh | Q1 2026 | |
| 17 | MATHER GROUP, LLC. | $64.2M | 978K | ▲+4.5% Added · +42K sh | Q1 2026 | |
| 18 | UBS Group AG | $51.3M | 781K | ▲+7.7% Added · +56K sh | Q1 2026 | |
| 19 | JONES FINANCIAL COMPANIES LLLP | $50.7M | 780K | ▲+31% Added · +183K sh | Q1 2026 | |
| 20 | Bank Julius Baer & Co. Ltd, Zurich | $49.6M | 756K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 21 | Sumitomo Mitsui DS Asset Management Company, Ltd | $42.1M | 641K | ▼−13% Reduced · −95K sh | Q1 2026 | |
| 22 | HighTower Advisors, LLC | $33.6M | 511K | ▲+8.6% Added · +40K sh | Q1 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $30.2M | 460K | ▲+18% Added · +72K sh | Q1 2026 | |
| 24 | SUMITOMO LIFE INSURANCE CO | $29.3M | 446K | ▼−11% Reduced · −56K sh | Q1 2026 | |
| 25 | LPL Financial LLC | $28.4M | 432K | ▲+13% Added · +49K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| TESLA INCTSLA | 123 funds | $5.4B |
| APPLE INCAAPL | 122 funds | $34.5B |
| NVIDIA CORPNVDA | 122 funds | $33.7B |
| MICROSOFT CORPMSFT | 122 funds | $29.4B |
| ALPHABET INC-CL AGOOGL | 122 funds | $20.0B |
| META PLATFORMS INC-CLASS AMETA | 122 funds | $11.4B |
| JPMORGAN CHASE & COJPM | 122 funds | $11.0B |
| ALPHABET INC-CL CGOOG | 122 funds | $10.8B |
| ELI LILLY & COLLY | 122 funds | $7.5B |
| WALMART INCWMT | 122 funds | $7.0B |
| JOHNSON & JOHNSONJNJ | 122 funds | $6.9B |
| VISA INC-CLASS A SHARESV | 122 funds | $6.8B |
Ranked by how many of VWOB'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 VWOB. 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.