VLMs Trace Without Tracking: Diagnosing Failures in Visual Path Following

Vision-language models can describe an image with remarkable accuracy, yet a more fundamental question remains unanswered: what visual information actually drives their answers? In this work, we investigate this question through causal tracing, and we observe that highly causal vision tokens often lie outside the target region. Extending the analysis to larger vision-language models reveals a similar pattern across models and corruption settings, suggesting that strong multimodal performance does not necessarily imply spatially localized causal representations. We further investigate: can these models preserve visual structure when appearance cues are removed? and find that visual cues are exploited to understand visual structures. Together, our experiments expose a gap between seeing, using, and reasoning over visual structure, and provide a causal framework for studying how visual information is transformed, preserved, and ultimately used by modern vision-language models.

Understanding how Vision-Language-Action (VLA) models transform multimodal knowledge into embodied control remains an open challenge. We present VLA-Trace, a progressive diagnostic framework that analyzes VLA models through a unified evidence chain from representation dynamics to causal control attribution and behavioral manifestation. It specifically combines cross-modal and checkpoint-drift centered kernel alignment (CKA) to trace representation evolution, attention knockout interventions to identify modality-specific control pathways, and rollout-level behavioral probes to examine grounding, shortcut dependence, and semantic following. Experiments on $π_{0.5}$ and OpenVLA reveal three key findings. First, the two models exhibit distinct modality-specific adaptation dynamics during VLA finetuning. Second, they rely on different multimodal routing strategies and layer-wise dependencies during action decoding. Third, although VLA policies excel at visually grounded trajectory generation, they remain limited in fine-grained semantic following. These findings highlight future directions for representation-preserving adaptation, causal VLA circuits, and compositional semantic control.

We study how visual information is routed in vision-language models (VLMs). Using causal patching on controlled synthetic and natural datasets, we find that models rely on two distinct pathways to solve visual tasks: A direct pathway, where visual information is retained in image token representations and read out by the final token at later layers, and a text-mediated pathway, where visual information is first transferred to the query tokens and then read out by the final token. Across three visual tasks, we show that pathway selection is task-dependent, and that data distribution and prompt design can also modulate which pathway is used to solve the image-based query. Moreover, using attention knockouts and corrupted-input patching, we find that these pathways are flexible, under certain interventions, models can rely on the text-mediated pathway as a fallback when the usual pathway is ablated. This behavior unifies findings in prior work and shows that ablation-based interventions can reveal what models could do rather than what they normally do. Together, our results provide a mechanistic characterization of visual information flow in VLMs and highlight the flexibility of their internal mechanisms under intervention.