Vanguard 500 Index-AdmVFIAX
13F holders, Q4 2024 (December 31)43holders +3
5new positions
2sold out
$542.77avg. 13F price*
At the end of Q4 2024, 43 institutions reported holding Vanguard 500 Index-Adm (VFIAX) in their 13F filings, up 3 from Q3 2024. 5 opened new positions and 2 sold out. The largest holders were First Merchants Corp. ($114.4M), Fulton Bank, N.A. ($70.1M) and Partners Capital Investment Group, LLP ($33.5M).
- Company
- Vanguard 500 Index-Adm
- CUSIP
- 922908710
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $16.6M |
| Exits | 2 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 47,669 shares bought and 12,415 shares sold, net +35,254 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| First Merchants Corp. | 4.40% | Reduce -1.1% | 210,747 | $114.4M |
| Fulton Bank, N.A. | 2.70% | Add +1.8% | 129,137 | $70.1M |
| Partners Capital Investment Group, LLP | 0.92% | Add +3.3% | 61,741 | $33.5M |
| Arvest Bank Trust Division | 1.09% | Reduce -3.7% | 33,359 | $18.1M |
| Fifth Third Wealth Advisors LLC | 0.85% | New | 28,842 | $15.7M |
| Garde Capital, Inc. | 0.94% | Add +29.9% | 26,375 | $14.3M |
| Hemenway Trust Co LLC | 0.94% | Reduce -0.5% | 21,418 | $11.6M |
| Ferguson Wellman Capital Management, Inc. | 0.13% | Add +28.2% | 12,795 | $6.9M |
| North Star Asset Management Inc. | 0.30% | Reduce -0.9% | 12,657 | $6.9M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -4.3% | 9,526 | $5.2M |
| Williams Jones Wealth Management, LLC. | 0.06% | Add +12.1% | 9,390 | $5.1M |
| Riverbridge Partners LLC | 0.06% | No change | 7,639 | $4.1M |
| Neville Rodie & Shaw Inc. | 0.24% | Add +2.2% | 6,186 | $3.4M |
| RiverFront Investment Group, LLC | 0.06% | Add +6.0% | 4,926 | $2.7M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.59% | Add +0.2% | 4,783 | $2.6M |
| Moody LYNN Lieberson & Walker, LLC | 0.15% | No change | 4,575 | $2.5M |
| Carderock Capital Management Inc. | 0.61% | Add +27.2% | 4,449 | $2.4M |
| Carret Asset Management, LLC | 0.22% | Add +0.2% | 3,739 | $2.0M |
| RFP Financial Group LLC | 0.54% | No change | 2,566 | $1.4M |
| Violich Capital Management, Inc. | 0.17% | Add +3.0% | 2,454 | $1.3M |
| Braun Stacey Associates Inc. | 0.05% | Add +0.3% | 2,318 | $1.3M |
| Coston, McIsaac & Partners | 0.37% | Add +31.4% | 2,300 | $1.2M |
| Ethos Financial Group, LLC | 0.15% | Add +53.8% | 2,131 | $1.2M |
| Tucker Asset Management LLC | 0.25% | Reduce -16.0% | 2,018 | $1.1M |
| Professional Advisory Services Inc. | 0.14% | Reduce -52.6% | 1,966 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.25% | Add +1.8% | 1,657 | $900K |
| Redwood Wealth Management Group, LLC | 0.38% | Reduce -0.8% | 1,421 | $775K |
| North Point Portfolio Managers Corp. | 0.12% | No change | 1,312 | $712K |
| Dempze Nancy E | 0.37% | Reduce -3.3% | 1,180 | $640K |
| Grassi Investment Management | 0.05% | Add +0.3% | 1,167 | $633K |
| Wallington Asset Management, LLC | 0.09% | No change | 1,158 | $628K |
| Sequent Asset Management, LLC | 0.29% | No change | 1,104 | $599K |
| Chickasaw Capital Management LLC | 0.02% | Reduce -16.1% | 990 | $537K |
| Zevin Asset Management LLC | 0.07% | New | 827 | $449K |
| Fairfield Financial Advisors, LTD | 0.14% | Reduce -11.2% | 722 | $392K |
| Constant Guidance Financial LLC | 0.24% | New | 515 | $280K |
| O'Brien Greene & Co. Inc | 0.09% | No change | 515 | $280K |
| Kidder Stephen W | 0.07% | No change | 400 | $217K |
| Financial Gravity Companies, Inc. | 0.04% | Add +18.5% | 320 | $174K |
| Thomas Story & Son LLC | 0.07% | New | 312 | $169K |
| Estabrook Capital Management | 0.02% | Add +0.4% | 271 | $147K |
| Brooklyn Investment Group | 0.02% | New | 122 | $66K |
| Game Plan Financial Advisors, LLC | 0.01% | Reduce -23.5% | 26 | $14K |
"% of holder's portfolio" is VFIAX's weight in each manager's 13F, not the share of Vanguard 500 Index-Adm the manager owns.