Van Morst MD-Cap Val Ind-AdmVMVAX
13F holders, Q4 2024 (December 31)4holders
0new positions
0sold out
$83.79avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Van Morst MD-Cap Val Ind-Adm (VMVAX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($11.2M), Yousif Capital Management, LLC ($1.0M) and Arvest Bank Trust Division ($204K).
- Company
- Van Morst MD-Cap Val Ind-Adm
- Filed as
- VANGUARD BD INDEX FDS (Q4 2024)
- CUSIP
- 921937694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,217 shares bought and 11 shares sold, net +1,206 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.43% | Add +0.9% | 133,708 | $11.2M |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.1% | 12,332 | $1.0M |
| Arvest Bank Trust Division | 0.01% | No change | 2,440 | $204K |
| Tucker Asset Management LLC | 0.02% | No change | 798 | $67K |
"% 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.