VNGD Mrgst SC GRW Idx FD-AdmVSGAX
13F holders, Q4 2024 (December 31)7holders +2
2new positions
1sold out
$98.44avg. 13F price*
At the end of Q4 2024, 7 institutions reported holding VNGD Mrgst SC GRW Idx FD-Adm (VSGAX) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($1.4M), First Merchants Corp. ($1.2M) and Fifth Third Wealth Advisors LLC ($451K).
- Company
- VNGD Mrgst SC GRW Idx FD-Adm
- Filed as
- VANGUARD BD INDEX FD INC SC GW (Q4 2024)
- CUSIP
- 921937710
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $871K |
| Exits | 1 | $34K |
All 13F filers, Q3 2024 → Q4 2024: 8,867 shares bought and 2,629 shares sold, net +6,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Fulton Bank, N.A. | 0.05% | Reduce -6.5% | 14,208 | $1.4M |
| First Merchants Corp. | 0.05% | Reduce -9.6% | 11,990 | $1.2M |
| Fifth Third Wealth Advisors LLC | 0.02% | New | 4,583 | $451K |
| Williams Jones Wealth Management, LLC. | 0.01% | New | 4,263 | $420K |
| Garde Capital, Inc. | 0.02% | Add +0.4% | 3,755 | $370K |
| Twin Capital Management Inc. | 0.04% | Add +0.1% | 3,476 | $342K |
| Quest 10 Wealth Builders, Inc. | 0.23% | — | 2,374 | $234K |
"% 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.