Vanguard 500 Index-AdmVFIAX

13F holders, Q1 2025 (March 31)
50holders +7
10new positions
4sold out
$515.48avg. 13F price*

At the end of Q1 2025, 50 institutions reported holding Vanguard 500 Index-Adm (VFIAX) in their 13F filings, up 7 from Q4 2024. 10 opened new positions and 4 sold out. The largest holders were First Merchants Corp. ($108.8M), Fulton Bank, N.A. ($68.6M) and Partners Capital Investment Group, LLP ($29.1M).

Company
Vanguard 500 Index-Adm
CUSIP
922908710
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 40Q1 2024Q2 2024: 42Q2 2024Q3 2024: 40Q3 2024Q4 2024: 43Q4 2024Q1 2025: 50Q1 2025Q2 2025: 37Q2 2025Q3 2025: 39Q3 2025Q4 2025: 37Q4 2025Q1 2026: 35Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions10$8.9M
Exits4$31.2M

All 13F filers, Q4 2024 → Q1 2025: 28,916 shares bought and 65,333 shares sold, net −36,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

First Merchants Corp. 4.35% Reduce -0.2% 210,240 $108.8M
Fulton Bank, N.A. 2.77% Add +2.6% 132,473 $68.6M
Partners Capital Investment Group, LLP 0.49% Reduce -8.8% 56,287 $29.1M
Arvest Bank Trust Division 1.07% Reduce -1.6% 32,812 $17.0M
Hemenway Trust Co LLC 0.90% Reduce -0.3% 21,360 $11.1M
North Star Asset Management Inc. 0.34% Add +14.4% 14,476 $7.5M
Ferguson Wellman Capital Management, Inc. 0.13% Add +0.0% 12,796 $6.6M
Great Lakes Advisors, LLC 0.05% Add +3.9% 9,900 $5.1M
Williams Jones Wealth Management, LLC. 0.07% Add +4.6% 9,820 $5.1M
Vermillion Wealth Management, Inc. 1.12% New 7,295 $3.8M
Riverbridge Partners LLC 0.06% Reduce -5.8% 7,195 $3.7M
Neville Rodie & Shaw Inc. 0.27% Add +6.5% 6,585 $3.4M
RiverFront Investment Group, LLC 0.06% Add +0.2% 4,937 $2.6M
NORTHSTAR ASSET MANAGEMENT Co 0.60% Add +0.2% 4,793 $2.5M
Moody LYNN Lieberson & Walker, LLC 0.15% No change 4,575 $2.4M
Carderock Capital Management Inc. 0.60% Reduce -2.2% 4,352 $2.3M
Carret Asset Management, LLC 0.23% Add +2.9% 3,849 $2.0M
Kohmann Bosshard Financial Services, LLC 0.23% New 3,813 $2.0M
Grey Fox Wealth Advisors, LLC 0.52% Add +288.4% 6,436 $2.0M
RFP Financial Group LLC 0.54% No change 2,566 $1.3M
Violich Capital Management, Inc. 0.17% Add +0.5% 2,466 $1.3M
Blue Edge Capital, LLC 0.19% New 2,294 $1.2M
Ethos Financial Group, LLC 0.11% No change 2,131 $1.2M
Braun Stacey Associates Inc. 0.05% Reduce -4.0% 2,226 $1.2M
Coston, McIsaac & Partners 0.33% Reduce -4.8% 2,190 $1.1M
Professional Advisory Services Inc. 0.13% No change 1,966 $1.0M
Redwood Wealth Management Group, LLC 0.38% Add +0.3% 1,426 $738K
Wallington Asset Management, LLC 0.10% Add +20.6% 1,397 $723K
North Point Portfolio Managers Corp. 0.12% No change 1,312 $679K
Dempze Nancy E 0.34% Reduce -5.9% 1,110 $575K
Sequent Asset Management, LLC 0.32% No change 1,104 $571K
Hurley Capital, LLC 0.43% New 1,100 $570K
Beck Mack & Oliver LLC 0.01% New 1,036 $537K
Grassi Investment Management 0.05% Reduce -18.4% 952 $493K
Chickasaw Capital Management LLC 0.02% Reduce -9.1% 900 $466K
Jackson Wealth Management, LLC 0.05% New 862 $446K
Zevin Asset Management LLC 0.07% No change 827 $428K
Constant Guidance Financial LLC 0.44% Add +29.7% 668 $346K
Fairfield Financial Advisors, LTD 0.12% Reduce -13.3% 626 $324K
O'Brien Greene & Co. Inc 0.09% No change 515 $267K
Kidder Stephen W 0.06% No change 400 $207K
PSI Advisors, LLC 0.06% New 380 $197K
eCIO, Inc. 0.07% — 362 $187K
Estabrook Capital Management 0.02% No change 271 $140K
Rowlandmiller & Partners.adv 0.03% New 243 $126K
Financial Gravity Asset Management, Inc. 0.03% — 231 $120K
Ascentis Wealth Management, LLC 0.03% New 194 $101K
Brooklyn Investment Group 0.01% Reduce -4.9% 116 $60K
Game Plan Financial Advisors, LLC 0.01% No change 26 $13K
Trivant Custom Portfolio Group, LLC 0.01% New 21 $11K

"% of holder's portfolio" is VFIAX's weight in each manager's 13F, not the share of Vanguard 500 Index-Adm the manager owns.