VNGD Mrngst MD-CP Idx FD-AdmVIMAX

13F holders, Q1 2024 (March 31)
11holders
$309.52avg. 13F price*

At the end of Q1 2024, 11 institutions reported holding VNGD Mrngst MD-CP Idx FD-Adm (VIMAX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($38.6M), Fifth Third Wealth Advisors LLC ($1.4M) and Tower Bridge Advisors ($951K).

Company
VNGD Mrngst MD-CP Idx FD-Adm
Filed as
VANGUARD INDEX FDS (Q1 2024)
CUSIP
922908645
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 11Q1 2024Q2 2024: 12Q2 2024Q3 2024: 11Q3 2024Q4 2024: 12Q4 2024Q1 2025: 14Q1 2025Q2 2025: 9Q2 2025Q3 2025: 8Q3 2025Q4 2025: 9Q4 2025Q1 2026: 9Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions3$2.2M
Exits3$376K

Ownership 11 holders

Fulton Bank, N.A. 1.58% Reduce -1.6% 124,701 $38.6M
Fifth Third Wealth Advisors LLC 0.23% New 4,679 $1.4M
Tower Bridge Advisors 0.10% Add +71.5% 3,074 $951K
North Star Asset Management Inc. 0.04% No change 2,501 $774K
Williams Jones Wealth Management, LLC. 0.01% Reduce -13.8% 1,918 $594K
Silvercrest Asset Management Group LLC 0.00% New 1,668 $516K
Grey Fox Wealth Advisors, LLC 0.18% Reduce -25.7% 1,584 $490K
Arvest Trust Co. N A 0.03% Reduce -40.2% 1,530 $474K
Twin Capital Management Inc. 0.04% Add +0.5% 1,092 $338K
Violich Capital Management, Inc. 0.03% New 663 $205K
Estabrook Capital Management 0.00% No change 101 $31K

"% of holder's portfolio" is VIMAX's weight in each manager's 13F, not the share of VNGD Mrngst MD-CP Idx FD-Adm the manager owns.