Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was First Command Advisory Services, Inc. (new position). Over the last 180 days, 1 insider bought and none sold, a net +$7K in open-market trades.
Funds lean in and no leg opposes.
4 tracked 13F filers disclose a position in VXRT as of the latest SEC 13F filings, a combined $24K 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 | Heritage Wealth Advisors | 30K | $18K | ▲+14% Added · +4K sh | Q1 2026 | |
| 2 | Kingswood Wealth Advisors, LLC | 10K | $6K | ▲New +10K sh | Q2 2026 | |
| 3 | First Command Advisory Services, Inc. | 40 | $24 | ▲New +40 sh | Q1 2026 | |
| 4 | Archer Investment Corp | 15 | $9 | —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 VXRT, 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 |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 2 funds | $5.7B |
| Ishrs US E F R A ETF-Usd IncDYNF | 2 funds | $1.7B |
| Invesco Nasdaq 100 ETFQQQM | 2 funds | $1.1B |
| Ishares Core S&P Midcap ETFIJH | 2 funds | $1.1B |
| Ishares Core S&P Small-Cap EIJR | 2 funds | $809.6M |
| Ishares Russell Mid-Cap GrowIWP | 2 funds | $506.3M |
| Ste STR SPDR PT S&P 500 ETFSPYM | 2 funds | $346.9M |
| Ishares Core Msci Eafe ETFIEFA | 2 funds | $236.7M |
| Vanguard Mid-Cap ETFVO | 2 funds | $161.4M |
| Ishr CR Unvrse Usd BD ETF-UiIUSB | 2 funds | $143.6M |
| Ishares Core Msci Dev MKTSIDEV | 2 funds | $139.5M |
| SS SPDR P S&P 400 Midcap ETFSPMD | 2 funds | $108.2M |
Ranked by how many of VXRT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VXRT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 22, 2026 | Watson W. Mark | Director | Buy (P) | 10K | $7K |
| Nov 17, 2025 | Watson W. Mark | Director | Buy (P) 2 lots, same day | 20K | $8K |
| Nov 17, 2025 | Heron Elaine J | Director | Buy (P) 2 lots, same day | 40K | $16K |
| Aug 15, 2025 | Finney Kevin | Director | Buy (P) 2 lots, same day | 100K | $36K |
| Jul 30, 2025 | Finney Kevin | Director | Buy (P) | 26K | $10K |
| Jul 29, 2025 | Watson W. Mark | Director | Buy (P) | 10K | $4K |
| Jul 28, 2025 | Finney Kevin | Director | Buy (P) | 20K | $8K |
| Jul 25, 2025 | Finney Kevin | Director | Buy (P) | 20K | $8K |
| Jul 17, 2025 | Finney Kevin | Director | Buy (P) | 794 | $302 |
| May 19, 2025 | Lo Steven | President, Chief Exec Officer, Director | Buy (P) | 100K | $49K |
| Jun 18, 2024 | Watson W. Mark | Director | Buy (P) | 20K | $14K |
| Dec 28, 2022 | Watson W. Mark | Director | Buy (P) | 20K | $15K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 0 | – |
Insiders Form 4 open-market | 1 | 0 | +$7K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for VXRT
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/VXRT/capital-change-brief"
Use Arkolith's capital_change_brief for VXRT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for VXRT. Filings are public domain, sourced to SEC EDGAR.