Vanguard 500 Index-AdmVFIAX

13F holders, Q4 2025 (December 31)
37holders −2
4new positions
7sold out
$631.82avg. 13F price*

At the end of Q4 2025, 37 institutions reported holding Vanguard 500 Index-Adm (VFIAX) in their 13F filings, down 2 from Q3 2025. 4 opened new positions and 7 sold out. The largest holders were First Merchants Corp. ($135.0M), Fulton Bank, N.A. ($82.6M) and Arvest Bank Trust Division ($18.5M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$5.7M
Exits7$15.0M

All 13F filers, Q3 2025 → Q4 2025: 15,912 shares bought and 26,713 shares sold, net −10,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 37 holders

First Merchants Corp. 5.00% Add +0.8% 213,704 $135.0M
Fulton Bank, N.A. 2.86% Reduce -0.4% 130,776 $82.6M
Arvest Bank Trust Division 1.00% Reduce -1.3% 29,302 $18.5M
Hemenway Trust Co LLC 1.03% Reduce -0.1% 21,310 $13.5M
North Star Asset Management Inc. 0.40% Add +16.4% 15,587 $9.8M
Ferguson Wellman Capital Management, Inc. 0.12% Add +25.4% 11,924 $7.5M
Great Lakes Advisors, LLC 0.05% Add +0.0% 8,951 $5.7M
Williams Jones Wealth Management, LLC. 0.06% Reduce -1.8% 8,531 $5.4M
Riverbridge Partners LLC 0.09% Reduce -0.0% 7,185 $4.5M
Neville Rodie & Shaw Inc. 0.27% Reduce -3.1% 6,160 $3.9M
Moody LYNN Lieberson & Walker, LLC 0.15% No change 4,579 $2.9M
NORTHSTAR ASSET MANAGEMENT Co 0.60% Add +0.2% 4,456 $2.8M
Kohmann Bosshard Financial Services, LLC 0.23% New 4,043 $2.6M
Carret Asset Management, LLC 0.23% Reduce -0.5% 3,899 $2.5M
Braun Stacey Associates Inc. 0.06% Add +14.9% 2,752 $1.7M
RFP Financial Group LLC 0.78% New 2,566 $1.6M
L & S Advisors Inc 0.16% New 2,456 $1.6M
Coston, McIsaac & Partners 0.31% Reduce -0.1% 2,144 $1.4M
Ethos Financial Group, LLC 0.09% Reduce -10.5% 1,881 $1.2M
Grey Fox Wealth Advisors, LLC 0.24% Reduce -1.4% 1,837 $1.2M
North Point Portfolio Managers Corp. 0.14% No change 1,312 $829K
Sequent Asset Management, LLC 0.31% No change 1,104 $697K
Dempze Nancy E 0.27% Reduce -9.4% 815 $515K
Redwood Wealth Management Group, LLC 0.21% Reduce -3.0% 788 $498K
Beck Mack & Oliver LLC 0.01% Add +0.3% 787 $497K
O'Brien Greene & Co. Inc 0.11% Add +14.0% 587 $371K
Sippican Capital Advisors 0.22% Add +0.2% 554 $350K
Oakworth Capital, Inc. 0.02% Add +0.4% 466 $294K
Jackson Wealth Management, LLC 0.02% Add +0.3% 390 $247K
Kidder Stephen W 0.07% No change 375 $237K
Garton & Associates Financial Advisors LLC 0.10% — 281 $177K
Kelleher Financial Advisors 0.04% Add +9.4% 278 $176K
Estabrook Capital Management 0.03% No change 272 $172K
Rowlandmiller & Partners.adv 0.03% Add +0.4% 245 $155K
Financial Gravity Asset Management, Inc. 0.02% Reduce -79.3% 178 $113K
Game Plan Financial Advisors, LLC 0.00% No change 13 $8K
Motiv8 Investments LLC 0.00% New 9 $6K

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