Van Morst MD-Cap Val Ind-AdmVMVAX
13F holders, Q1 2026 (March 31)5holders
2new positions
2sold out
$95.47avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Van Morst MD-Cap Val Ind-Adm (VMVAX) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 2 sold out. The largest holders were Fulton Bank, N.A. ($12.1M), Yousif Capital Management, LLC ($999K) and Arvest Bank Trust Division ($233K).
- Company
- Van Morst MD-Cap Val Ind-Adm
- Filed as
- VANGUARD BD INDEX FDS (Q1 2026)
- CUSIP
- 921937694
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $32K |
| Exits | 2 | $250K |
All 13F filers, Q4 2025 → Q1 2026: 339 shares bought and 20,030 shares sold, net −19,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Fulton Bank, N.A. | 0.43% | Reduce -11.5% | 126,311 | $12.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -7.7% | 10,464 | $999K |
| Arvest Bank Trust Division | 0.01% | No change | 2,440 | $233K |
| Coston, McIsaac & Partners | 0.01% | New | 248 | $23K |
| McIlrath & Eck, LLC | 0.00% | New | 91 | $9K |
"% 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.