Van Morst MD-Cap Val Ind-AdmVMVAX
13F holders, Q2 2025 (June 30)4holders +1
1new positions
0sold out
$85.20avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Van Morst MD-Cap Val Ind-Adm (VMVAX) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($11.6M), Yousif Capital Management, LLC ($1.1M) and Arvest Bank Trust Division ($208K).
- Company
- Van Morst MD-Cap Val Ind-Adm
- Filed as
- VANGUARD BD INDEX FDS (Q2 2025)
- CUSIP
- 921937694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $38K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 2,317 shares bought, net +2,317 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.43% | Add +1.4% | 136,108 | $11.6M |
| Yousif Capital Management, LLC | 0.01% | No change | 12,397 | $1.1M |
| Arvest Bank Trust Division | 0.01% | No change | 2,440 | $208K |
| Brooklyn Investment Group | 0.00% | New | 442 | $38K |
"% 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.