Vanguard Ftse Soc Indx-AdmVFTAX

13F holders, Q2 2024 (June 30)
6holders +2
1new positions
0sold out
$52.00avg. 13F price*

At the end of Q2 2024, 6 institutions reported holding Vanguard Ftse Soc Indx-Adm (VFTAX) in their 13F filings, up 2 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Garde Capital, Inc. ($2.5M), First Merchants Corp. ($1.4M) and Neville Rodie & Shaw Inc. ($703K).

Company
Vanguard Ftse Soc Indx-Adm
Filed as
VANGRD FTSE SOC IDX (Q2 2024)
CUSIP
921910717
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 4Q1 2024Q2 2024: 6Q2 2024Q3 2024: 6Q3 2024Q4 2024: 5Q4 2024Q1 2025: 5Q1 2025Q2 2025: 3Q2 2025Q3 2025: 5Q3 2025Q4 2025: 2Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$1.4M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 27,798 shares bought and 2,599 shares sold, net +25,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Garde Capital, Inc. 0.18% Reduce -4.8% 48,492 $2.5M
First Merchants Corp. 0.06% New 27,798 $1.4M
Neville Rodie & Shaw Inc. 0.05% Reduce -1.0% 13,521 $703K
Silvercrest Asset Management Group LLC 0.00% No change 9,117 $474K
Fairfield Financial Advisors, LTD 0.00% — 229 $12K
Tucker Asset Management LLC 0.00% No change 77 $4K

"% of holder's portfolio" is VFTAX's weight in each manager's 13F, not the share of Vanguard Ftse Soc Indx-Adm the manager owns.