Van Morst MD-Cap Val Ind-AdmVMVAX
13F holders, Q1 2025 (March 31)3holders −1
0new positions
1sold out
$83.17avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Van Morst MD-Cap Val Ind-Adm (VMVAX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($11.2M), Yousif Capital Management, LLC ($1.0M) and Arvest Bank Trust Division ($203K).
- Company
- Van Morst MD-Cap Val Ind-Adm
- Filed as
- VANGUARD BD INDEX FDS (Q1 2025)
- CUSIP
- 921937694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $67K |
All 13F filers, Q4 2024 → Q1 2025: 590 shares bought and 798 shares sold, net −208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fulton Bank, N.A. | 0.45% | Add +0.4% | 134,233 | $11.2M |
| Yousif Capital Management, LLC | 0.01% | Add +0.5% | 12,397 | $1.0M |
| Arvest Bank Trust Division | 0.01% | No change | 2,440 | $203K |
"% 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.