VNGD Mrgst SC GRW Idx FD-AdmVSGAX

13F holders, Q1 2024 (March 31)
4holders
$91.63avg. 13F price*

At the end of Q1 2024, 4 institutions reported holding VNGD Mrgst SC GRW Idx FD-Adm (VSGAX) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($4.2M), Fulton Bank, N.A. ($1.4M) and Garde Capital, Inc. ($421K).

Company
VNGD Mrgst SC GRW Idx FD-Adm
Filed as
VANGUARD BALANCED INDEX FD I (Q1 2024)
CUSIP
921937710
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 4Q1 2024Q2 2024: 5Q2 2024Q3 2024: 5Q3 2024Q4 2024: 7Q4 2024Q1 2025: 6Q1 2025Q2 2025: 2Q2 2025Q3 2025: 6Q3 2025Q4 2025: 5Q4 2025Q1 2026: 6Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions1$4.2M
Exits3$238K

Ownership 4 holders

Silvercrest Asset Management Group LLC 0.03% New 46,349 $4.2M
Fulton Bank, N.A. 0.06% Reduce -20.9% 15,051 $1.4M
Garde Capital, Inc. 0.03% Reduce -5.5% 4,596 $421K
Twin Capital Management Inc. 0.04% Add +0.1% 3,462 $317K

"% of holder's portfolio" is VSGAX's weight in each manager's 13F, not the share of VNGD Mrgst SC GRW Idx FD-Adm the manager owns.