Van Morst MD-Cap Val Ind-AdmVMVAX
13F holders, Q3 2025 (September 30)3holders −1
0new positions
1sold out
$90.43avg. 13F price*
At the end of Q3 2025, 3 institutions reported holding Van Morst MD-Cap Val Ind-Adm (VMVAX) in their 13F filings, down 1 from Q2 2025. 0 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($12.3M), Yousif Capital Management, LLC ($1.1M) and Arvest Bank Trust Division ($221K).
- Company
- Van Morst MD-Cap Val Ind-Adm
- Filed as
- VANGUARD BD INDEX FDS (Q3 2025)
- CUSIP
- 921937694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $38K |
All 13F filers, Q2 2025 → Q3 2025: 263 shares bought and 442 shares sold, net −179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fulton Bank, N.A. | 0.43% | Add +0.1% | 136,270 | $12.3M |
| Yousif Capital Management, LLC | 0.01% | Add +0.8% | 12,498 | $1.1M |
| Arvest Bank Trust Division | 0.01% | No change | 2,440 | $221K |
"% 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.