VNGD Mrngst MD-CP Idx FD-AdmVIMAX

13F holders, Q2 2024 (June 30)
12holders +1
4new positions
3sold out
$299.86avg. 13F price*

At the end of Q2 2024, 12 institutions reported holding VNGD Mrngst MD-CP Idx FD-Adm (VIMAX) in their 13F filings, up 1 from Q1 2024. 4 opened new positions and 3 sold out. The largest holders were First Merchants Corp. ($51.3M), Fulton Bank, N.A. ($37.2M) and Fifth Third Wealth Advisors LLC ($1.5M).

Company
VNGD Mrngst MD-CP Idx FD-Adm
Filed as
VANGUARD INDEX FDS (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions4$52.1M
Exits3$1.2M

All 13F filers, Q1 2024 → Q2 2024: 174,106 shares bought and 4,536 shares sold, net +169,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

First Merchants Corp. 2.07% New 170,927 $51.3M
Fulton Bank, N.A. 1.50% Reduce -0.5% 124,025 $37.2M
Fifth Third Wealth Advisors LLC 0.11% Add +4.8% 4,906 $1.5M
North Star Asset Management Inc. 0.04% No change 2,501 $750K
Williams Jones Wealth Management, LLC. 0.01% Reduce -1.1% 1,896 $568K
Great Lakes Advisors, LLC 0.00% New 1,724 $517K
Silvercrest Asset Management Group LLC 0.00% No change 1,668 $500K
Grey Fox Wealth Advisors, LLC 0.17% Add +2.5% 1,623 $487K
Arvest Trust Co. N A 0.03% Add +1.7% 1,556 $467K
Twin Capital Management Inc. 0.04% Add +0.4% 1,096 $329K
RFP Financial Group LLC 0.09% New 841 $252K
ORG Partners LLC 0.01% New 318 $95K

"% 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.