Vanguard 500 Index-AdmVFIAX
13F holders, Q2 2025 (June 30)37holders −13
2new positions
15sold out
$572.57avg. 13F price*
At the end of Q2 2025, 37 institutions reported holding Vanguard 500 Index-Adm (VFIAX) in their 13F filings, down 13 from Q1 2025. 2 opened new positions and 15 sold out. The largest holders were First Merchants Corp. ($120.1M), Fulton Bank, N.A. ($77.6M) and Fifth Third Wealth Advisors LLC ($22.2M).
- Company
- Vanguard 500 Index-Adm
- CUSIP
- 922908710
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $22.5M |
| Exits | 15 | $41.9M |
All 13F filers, Q1 2025 → Q2 2025: 45,051 shares bought and 92,064 shares sold, net −47,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 37 holders
| First Merchants Corp. | 4.65% | Reduce -0.2% | 209,833 | $120.1M |
| Fulton Bank, N.A. | 2.87% | Add +2.3% | 135,524 | $77.6M |
| Fifth Third Wealth Advisors LLC | 0.93% | New | 38,751 | $22.2M |
| Arvest Bank Trust Division | 1.03% | Reduce -6.3% | 30,737 | $17.6M |
| Hemenway Trust Co LLC | 0.95% | Reduce -0.1% | 21,340 | $12.2M |
| North Star Asset Management Inc. | 0.33% | Reduce -7.1% | 13,449 | $7.7M |
| Ferguson Wellman Capital Management, Inc. | 0.13% | Reduce -2.1% | 12,528 | $7.2M |
| Williams Jones Wealth Management, LLC. | 0.06% | Reduce -3.7% | 9,453 | $5.4M |
| Great Lakes Advisors, LLC | 0.04% | Reduce -7.9% | 9,122 | $5.2M |
| Riverbridge Partners LLC | 0.07% | Reduce -0.0% | 7,193 | $4.1M |
| RiverFront Investment Group, LLC | 0.08% | Add +36.4% | 6,736 | $3.9M |
| Neville Rodie & Shaw Inc. | 0.28% | Add +1.5% | 6,684 | $3.8M |
| Moody LYNN Lieberson & Walker, LLC | 0.15% | No change | 4,575 | $2.6M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.58% | Reduce -7.3% | 4,441 | $2.5M |
| Carderock Capital Management Inc. | 0.64% | No change | 4,352 | $2.5M |
| Carret Asset Management, LLC | 0.23% | Reduce -0.6% | 3,825 | $2.2M |
| Braun Stacey Associates Inc. | 0.05% | Add +3.4% | 2,301 | $1.3M |
| Coston, McIsaac & Partners | 0.32% | Reduce -2.2% | 2,141 | $1.2M |
| Ethos Financial Group, LLC | 0.10% | Reduce -1.0% | 2,109 | $1.2M |
| Grey Fox Wealth Advisors, LLC | 0.28% | Reduce -68.4% | 2,033 | $1.2M |
| Professional Advisory Services Inc. | 0.14% | No change | 1,966 | $1.1M |
| Redwood Wealth Management Group, LLC | 0.37% | Add +0.3% | 1,430 | $819K |
| North Point Portfolio Managers Corp. | 0.13% | No change | 1,312 | $751K |
| Grassi Investment Management | 0.04% | Add +0.3% | 955 | $547K |
| Dempze Nancy E | 0.30% | Reduce -17.1% | 920 | $527K |
| Brooklyn Investment Group | 0.06% | Add +617.2% | 832 | $476K |
| Beck Mack & Oliver LLC | 0.01% | Reduce -24.7% | 780 | $447K |
| Chickasaw Capital Management LLC | 0.01% | Reduce -36.7% | 570 | $326K |
| Sippican Capital Advisors | 0.23% | New | 552 | $316K |
| O'Brien Greene & Co. Inc | 0.10% | No change | 515 | $295K |
| Kidder Stephen W | 0.07% | No change | 400 | $229K |
| Jackson Wealth Management, LLC | 0.02% | Reduce -55.0% | 388 | $222K |
| PSI Advisors, LLC | 0.11% | No change | 380 | $218K |
| Estabrook Capital Management | 0.02% | Add +0.4% | 272 | $156K |
| Rowlandmiller & Partners.adv | 0.03% | No change | 243 | $140K |
| Financial Gravity Companies, Inc. | 0.02% | — | 178 | $102K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 26 | $15K |
"% of holder's portfolio" is VFIAX's weight in each manager's 13F, not the share of Vanguard 500 Index-Adm the manager owns.