Van Morst MD-Cap Val Ind-AdmVMVAX
13F holders, Q3 2024 (September 30)4holders +1
0new positions
0sold out
$86.88avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Van Morst MD-Cap Val Ind-Adm (VMVAX) in their 13F filings, up 1 from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($11.5M), Yousif Capital Management, LLC ($1.1M) and Arvest Bank Trust Division ($212K).
- Company
- Van Morst MD-Cap Val Ind-Adm
- Filed as
- VANGUARD BD INDEX FDS (Q3 2024)
- CUSIP
- 921937694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 1,585 shares bought, net +1,585 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.44% | Add +1.1% | 132,491 | $11.5M |
| Yousif Capital Management, LLC | 0.01% | Add +1.0% | 12,343 | $1.1M |
| Arvest Bank Trust Division | 0.01% | — | 2,440 | $212K |
| Tucker Asset Management LLC | 0.02% | No change | 798 | $69K |
"% 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.