VNGD Mrgst SC GRW Idx FD-AdmVSGAX

13F holders, Q1 2026 (March 31)
6holders +1
2new positions
1sold out
$107.92avg. 13F price*

At the end of Q1 2026, 6 institutions reported holding VNGD Mrgst SC GRW Idx FD-Adm (VSGAX) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($1.1M), First Merchants Corp. ($759K) and Williams Jones Wealth Management, LLC. ($213K).

Company
VNGD Mrgst SC GRW Idx FD-Adm
Filed as
VANGUARD BD INDEX FD INC SC GW (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions2$262K
Exits1$4K

All 13F filers, Q4 2025 → Q1 2026: 2,127 shares bought and 1,163 shares sold, net +964 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Fulton Bank, N.A. 0.04% Reduce -6.7% 9,978 $1.1M
First Merchants Corp. 0.03% Reduce -5.4% 7,143 $759K
Williams Jones Wealth Management, LLC. 0.00% No change 2,005 $213K
Coston, McIsaac & Partners 0.05% New 1,921 $204K
Oakworth Capital, Inc. 0.01% Add +0.1% 927 $99K
Phillip James Consulting Co. 0.04% New 205 $58K

"% 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.