Vanguard 500 Index-AdmVFIAX
13F holders, Q1 2024 (March 31)40holders
$484.78avg. 13F price*
At the end of Q1 2024, 40 institutions reported holding Vanguard 500 Index-Adm (VFIAX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($64.8M), Partners Capital Investment Group, LLP ($20.5M) and Silvercrest Asset Management Group LLC ($17.8M).
- Company
- Vanguard 500 Index-Adm
- CUSIP
- 922908710
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $23.9M |
| Exits | 6 | $3.7M |
Ownership 40 holders
| Fulton Bank, N.A. | 2.65% | Reduce -1.0% | 133,561 | $64.8M |
| Partners Capital Investment Group, LLP | 0.61% | Reduce -7.5% | 42,191 | $20.5M |
| Silvercrest Asset Management Group LLC | 0.12% | New | 36,768 | $17.8M |
| Arvest Trust Co. N A | 0.77% | Add +1.2% | 27,870 | $13.5M |
| Garde Capital, Inc. | 0.68% | Add +2.7% | 20,087 | $9.7M |
| North Star Asset Management Inc. | 0.28% | Add +0.3% | 12,345 | $6.0M |
| Ferguson Wellman Capital Management, Inc. | 0.10% | Reduce -2.1% | 10,387 | $5.0M |
| Fifth Third Wealth Advisors LLC | 0.77% | New | 10,193 | $4.9M |
| Motco | 0.28% | Reduce -5.7% | 9,548 | $4.6M |
| Williams Jones Wealth Management, LLC. | 0.05% | Reduce -2.6% | 8,431 | $4.1M |
| Neville Rodie & Shaw Inc. | 0.24% | Reduce -1.4% | 6,547 | $3.2M |
| Riverbridge Partners LLC | 0.03% | Reduce -61.9% | 5,807 | $2.8M |
| Encompass Wealth Advisors, LLC | 0.63% | Add +0.2% | 4,878 | $2.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.15% | No change | 4,607 | $2.2M |
| Great Lakes Advisors, LLC | 0.02% | Reduce -6.4% | 3,991 | $1.9M |
| Carret Asset Management, LLC | 0.21% | Add +0.2% | 3,714 | $1.8M |
| Carderock Capital Management Inc. | 0.48% | No change | 3,498 | $1.7M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.36% | Add +0.1% | 2,982 | $1.4M |
| RiverFront Investment Group, LLC | 0.04% | No change | 2,979 | $1.4M |
| Braun Stacey Associates Inc. | 0.05% | Add +0.3% | 2,470 | $1.2M |
| Violich Capital Management, Inc. | 0.14% | Add +29.0% | 2,057 | $997K |
| Blueprint Investment Partners LLC | 0.18% | New | 1,857 | $901K |
| Coston, McIsaac & Partners | 0.27% | Reduce -3.6% | 1,742 | $844K |
| Chickasaw Capital Management LLC | 0.04% | Reduce -20.3% | 1,720 | $834K |
| Stewart & Patten Co. LLC | 0.12% | Reduce -1.2% | 1,677 | $813K |
| Grassi Investment Management | 0.06% | Reduce -0.2% | 1,415 | $686K |
| Ethos Financial Group, LLC | 0.13% | Add +1.6% | 1,390 | $674K |
| Grey Fox Wealth Advisors, LLC | 0.22% | Add +0.7% | 1,181 | $572K |
| Wallington Asset Management, LLC | 0.09% | No change | 1,158 | $561K |
| North Point Portfolio Managers Corp. | 0.09% | No change | 1,128 | $547K |
| Sequent Asset Management, LLC | 0.28% | No change | 1,104 | $535K |
| Tucker Asset Management LLC | 0.10% | Add +38.3% | 849 | $412K |
| O'Brien Greene & Co. Inc | 0.10% | No change | 653 | $317K |
| Constant Guidance Financial LLC | 0.23% | New | 510 | $246K |
| Rowlandmiller & Partners.adv | 0.04% | Add +0.3% | 353 | $171K |
| Estabrook Capital Management | 0.02% | Reduce -10.6% | 269 | $130K |
| Financial Gravity Asset Management, Inc. | 0.04% | No change | 282 | $124K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 44 | $21K |
| PSI Advisors, LLC | 0.00% | Reduce -93.7% | 24 | $12K |
| Vima LLC | 0.01% | New | 24 | $9K |
"% of holder's portfolio" is VFIAX's weight in each manager's 13F, not the share of Vanguard 500 Index-Adm the manager owns.