VNGD Mrngst LG-CP Idx FD-AdmVLCAX

13F holders, Q4 2025 (December 31)
4holders +1
1new positions
0sold out
$158.95avg. 13F price*

At the end of Q4 2025, 4 institutions reported holding VNGD Mrngst LG-CP Idx FD-Adm (VLCAX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were First Merchants Corp. ($3.0M), Williams Jones Wealth Management, LLC. ($1.4M) and Financial Gravity Asset Management, Inc. ($227K).

Company
VNGD Mrngst LG-CP Idx FD-Adm
Filed as
VANGUARD INDEX FDS LCP INDX AD (Q4 2025)
CUSIP
922908579
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 3Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 3Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$13K
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 84 shares bought and 3 shares sold, net +81 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

First Merchants Corp. 0.11% Reduce -0.0% 19,007 $3.0M
Williams Jones Wealth Management, LLC. 0.02% No change 8,614 $1.4M
Financial Gravity Asset Management, Inc. 0.04% Add +0.3% 1,429 $227K
Kohmann Bosshard Financial Services, LLC 0.00% New 80 $13K

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