Van Morst MD-Cap Val Ind-AdmVMVAX
13F holders, Q2 2024 (June 30)3holders
0new positions
0sold out
$77.95avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Van Morst MD-Cap Val Ind-Adm (VMVAX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($10.2M), Yousif Capital Management, LLC ($953K) and Tucker Asset Management LLC ($62K).
- Company
- Van Morst MD-Cap Val Ind-Adm
- Filed as
- VANGUARD BD INDEX FDS (Q2 2024)
- CUSIP
- 921937694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 1,886 shares sold, net −1,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fulton Bank, N.A. | 0.41% | Reduce -0.7% | 131,026 | $10.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -7.0% | 12,223 | $953K |
| Tucker Asset Management LLC | 0.01% | No change | 798 | $62K |
"% 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.