Vanguard 500 Index-AdmVFIAX
13F holders, Q1 2026 (March 31)35holders −2
4new positions
5sold out
$602.45avg. 13F price*
At the end of Q1 2026, 35 institutions reported holding Vanguard 500 Index-Adm (VFIAX) in their 13F filings, down 2 from Q4 2025. 4 opened new positions and 5 sold out. The largest holders were First Merchants Corp. ($128.0M), Fulton Bank, N.A. ($76.4M) and Arvest Bank Trust Division ($17.6M).
- Company
- Vanguard 500 Index-Adm
- CUSIP
- 922908710
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $12.3M |
| Exits | 5 | $13.4M |
All 13F filers, Q4 2025 → Q1 2026: 31,152 shares bought and 26,748 shares sold, net +4,404 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 35 holders
| First Merchants Corp. | 4.87% | Reduce -0.6% | 212,425 | $128.0M |
| Fulton Bank, N.A. | 2.69% | Reduce -3.1% | 126,779 | $76.4M |
| Arvest Bank Trust Division | 0.96% | Reduce -0.3% | 29,221 | $17.6M |
| Hemenway Trust Co LLC | 1.03% | No change | 21,310 | $12.8M |
| North Star Asset Management Inc. | 0.55% | Add +35.0% | 21,045 | $12.7M |
| Front Street Capital Management, Inc. | 0.83% | New | 10,347 | $6.2M |
| Great Lakes Advisors, LLC | 0.05% | Add +10.2% | 9,860 | $5.9M |
| Williams Jones Wealth Management, LLC. | 0.06% | Add +0.3% | 8,560 | $5.2M |
| McIlrath & Eck, LLC | 0.34% | New | 7,410 | $4.5M |
| Riverbridge Partners LLC | 0.11% | Reduce -0.0% | 7,184 | $4.3M |
| Neville Rodie & Shaw Inc. | 0.27% | Reduce -0.3% | 6,140 | $3.7M |
| Coston, McIsaac & Partners | 0.75% | Add +156.3% | 5,496 | $3.3M |
| Moody LYNN Lieberson & Walker, LLC | 0.16% | Add +3.5% | 4,737 | $2.9M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.60% | Add +0.2% | 4,465 | $2.7M |
| Carret Asset Management, LLC | 0.23% | Add +0.2% | 3,908 | $2.4M |
| Braun Stacey Associates Inc. | 0.07% | Add +24.2% | 3,418 | $2.1M |
| Violich Capital Management, Inc. | 0.16% | New | 2,333 | $1.4M |
| Grey Fox Wealth Advisors, LLC | 0.22% | Add +1.7% | 1,868 | $1.1M |
| Ethos Financial Group, LLC | 0.08% | Reduce -1.0% | 1,863 | $1.1M |
| North Point Portfolio Managers Corp. | 0.14% | No change | 1,312 | $791K |
| Sequent Asset Management, LLC | 0.32% | No change | 1,104 | $665K |
| Dempze Nancy E | 0.27% | No change | 815 | $491K |
| Beck Mack & Oliver LLC | 0.01% | Add +1.5% | 799 | $481K |
| Redwood Wealth Management Group, LLC | 0.21% | Add +0.4% | 791 | $477K |
| O'Brien Greene & Co. Inc | 0.10% | No change | 587 | $354K |
| Sippican Capital Advisors | 0.23% | Add +0.4% | 556 | $335K |
| Oakworth Capital, Inc. | 0.01% | Reduce -12.7% | 407 | $245K |
| Jackson Wealth Management, LLC | 0.02% | Add +0.5% | 392 | $236K |
| PSI Advisors, LLC | 0.06% | New | 380 | $229K |
| Kidder Stephen W | 0.07% | No change | 375 | $226K |
| Rowlandmiller & Partners.adv | 0.04% | Add +17.1% | 287 | $173K |
| Estabrook Capital Management | 0.02% | No change | 272 | $164K |
| Kelleher Financial Advisors | 0.04% | Reduce -7.9% | 256 | $154K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -0.6% | 177 | $106K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 13 | $8K |
"% of holder's portfolio" is VFIAX's weight in each manager's 13F, not the share of Vanguard 500 Index-Adm the manager owns.