Vanguard 500 Index-AdmVFIAX
13F holders, Q2 2024 (June 30)42holders +2
7new positions
5sold out
$504.03avg. 13F price*
At the end of Q2 2024, 42 institutions reported holding Vanguard 500 Index-Adm (VFIAX) in their 13F filings, up 2 from Q1 2024. 7 opened new positions and 5 sold out. The largest holders were First Merchants Corp. ($109.7M), Fulton Bank, N.A. ($65.4M) and Partners Capital Investment Group, LLP ($20.1M).
- Company
- Vanguard 500 Index-Adm
- CUSIP
- 922908710
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $115.6M |
| Exits | 5 | $1.3M |
All 13F filers, Q1 2024 → Q2 2024: 245,090 shares bought and 10,895 shares sold, net +234,195 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| First Merchants Corp. | 4.42% | New | 217,774 | $109.7M |
| Fulton Bank, N.A. | 2.64% | Reduce -2.9% | 129,747 | $65.4M |
| Partners Capital Investment Group, LLP | 0.34% | Reduce -6.3% | 39,551 | $20.1M |
| Silvercrest Asset Management Group LLC | 0.13% | Add +4.8% | 38,529 | $19.4M |
| Arvest Trust Co. N A | 0.84% | Add +0.5% | 27,998 | $14.1M |
| Garde Capital, Inc. | 0.72% | Add +2.0% | 20,489 | $10.3M |
| Fifth Third Wealth Advisors LLC | 0.49% | Add +24.9% | 12,728 | $6.4M |
| North Star Asset Management Inc. | 0.29% | Reduce -0.1% | 12,328 | $6.2M |
| Great Lakes Advisors, LLC | 0.05% | Add +193.7% | 11,723 | $5.9M |
| Ferguson Wellman Capital Management, Inc. | 0.11% | Reduce -0.3% | 10,353 | $5.2M |
| Motco | 0.28% | Reduce -1.3% | 9,424 | $4.7M |
| Williams Jones Wealth Management, LLC. | 0.05% | Add +0.9% | 8,504 | $4.3M |
| Riverbridge Partners LLC | 0.05% | Add +17.4% | 6,816 | $3.4M |
| Neville Rodie & Shaw Inc. | 0.25% | Reduce -2.0% | 6,415 | $3.2M |
| Encompass Wealth Advisors, LLC | 0.64% | Reduce -3.2% | 4,721 | $2.4M |
| Moody LYNN Lieberson & Walker, LLC | 0.15% | No change | 4,607 | $2.3M |
| Professional Advisory Services Inc. | 0.26% | New | 4,149 | $2.1M |
| Carret Asset Management, LLC | 0.22% | Add +0.2% | 3,723 | $1.9M |
| Carderock Capital Management Inc. | 0.46% | No change | 3,498 | $1.8M |
| RiverFront Investment Group, LLC | 0.04% | No change | 2,979 | $1.5M |
| RFP Financial Group LLC | 0.48% | New | 2,566 | $1.3M |
| Atlas Wealth LLC | 0.22% | New | 2,478 | $1.3M |
| Braun Stacey Associates Inc. | 0.05% | No change | 2,470 | $1.2M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.30% | Reduce -18.7% | 2,425 | $1.2M |
| Violich Capital Management, Inc. | 0.16% | Add +10.8% | 2,280 | $1.1M |
| Tucker Asset Management LLC | 0.21% | Add +121.5% | 1,881 | $948K |
| Coston, McIsaac & Partners | 0.28% | Add +0.2% | 1,746 | $879K |
| Grey Fox Wealth Advisors, LLC | 0.29% | Add +39.1% | 1,643 | $828K |
| Ethos Financial Group, LLC | 0.12% | Reduce -0.4% | 1,385 | $698K |
| Grassi Investment Management | 0.06% | Reduce -3.9% | 1,360 | $685K |
| Dempze Nancy E | 0.46% | New | 1,340 | $675K |
| North Point Portfolio Managers Corp. | 0.12% | Add +16.3% | 1,312 | $661K |
| Chickasaw Capital Management LLC | 0.03% | Reduce -25.6% | 1,280 | $645K |
| Wallington Asset Management, LLC | 0.09% | No change | 1,158 | $583K |
| Sequent Asset Management, LLC | 0.28% | No change | 1,104 | $556K |
| ORG Partners LLC | 0.05% | New | 829 | $420K |
| Fairfield Financial Advisors, LTD | 0.12% | — | 810 | $408K |
| O'Brien Greene & Co. Inc | 0.08% | Reduce -21.1% | 515 | $259K |
| Kidder Stephen W | 0.06% | New | 400 | $201K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -4.6% | 269 | $136K |
| Estabrook Capital Management | 0.02% | No change | 269 | $136K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -2.3% | 43 | $22K |
"% of holder's portfolio" is VFIAX's weight in each manager's 13F, not the share of Vanguard 500 Index-Adm the manager owns.