Van Morst MD-Cap Val Ind-AdmVMVAX
13F holders, Q1 2024 (March 31)3holders
$80.79avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Van Morst MD-Cap Val Ind-Adm (VMVAX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($10.7M), Yousif Capital Management, LLC ($1.1M) and Tucker Asset Management LLC ($65K).
- Company
- Van Morst MD-Cap Val Ind-Adm
- Filed as
- VANGUARD BALANCED INDEX FD I (Q1 2024)
- CUSIP
- 921937694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $65K |
| Exits | 0 | $0 |
Ownership 3 holders
| Fulton Bank, N.A. | 0.44% | Reduce -0.8% | 131,990 | $10.7M |
| Yousif Capital Management, LLC | 0.01% | Add +0.3% | 13,145 | $1.1M |
| Tucker Asset Management LLC | 0.01% | New | 798 | $65K |
"% 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.