Van Morst MD-Cap Val Ind-AdmVMVAX

13F holders, Q2 2026 (June 30)
4holders −1
0new positions
0sold out
$102.38avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Van Morst MD-Cap Val Ind-Adm (VMVAX) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($12.7M), Yousif Capital Management, LLC ($859K) and Arvest Bank Trust Division ($241K).

Company
Van Morst MD-Cap Val Ind-Adm
Filed as
VANGUARD BD INDEX FDS (Q2 2026)
CUSIP
921937694
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 4Q3 2024Q4 2024: 4Q4 2024Q1 2025: 3Q1 2025Q2 2025: 4Q2 2025Q3 2025: 3Q3 2025Q4 2025: 5Q4 2025Q1 2026: 5Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 4,592 shares sold, net −4,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Fulton Bank, N.A. 0.39% Reduce -1.9% 123,876 $12.7M
Yousif Capital Management, LLC 0.01% Reduce -19.8% 8,395 $859K
Arvest Bank Trust Division 0.01% Reduce -3.6% 2,352 $241K
Coston, McIsaac & Partners 0.01% No change 248 $25K

"% of holder's portfolio" is VMVAX's weight in each manager's 13F, not the share of Van Morst MD-Cap Val Ind-Adm the manager owns.