VNGD Mrgst SML-CP VL Idx-AdmVSIAX
13F holders, Q1 2024 (March 31)6holders
$82.39avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding VNGD Mrgst SML-CP VL Idx-Adm (VSIAX) in their 13F filings. The largest holders were Silvercrest Asset Management Group LLC ($4.9M), Fulton Bank, N.A. ($2.6M) and Arvest Trust Co. N A ($495K).
- Company
- VNGD Mrgst SML-CP VL Idx-Adm
- Filed as
- VANGUARD BALANCED INDEX FD I (Q1 2024)
- CUSIP
- 921937686
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4.9M |
| Exits | 1 | $44K |
Ownership 6 holders
| Silvercrest Asset Management Group LLC | 0.03% | New | 58,843 | $4.9M |
| Fulton Bank, N.A. | 0.11% | Add +1.3% | 31,740 | $2.6M |
| Arvest Trust Co. N A | 0.03% | No change | 6,000 | $495K |
| Grey Fox Wealth Advisors, LLC | 0.18% | Reduce -28.8% | 5,877 | $484K |
| Tower Bridge Advisors | 0.02% | Add +0.0% | 2,757 | $227K |
| Financial Gravity Asset Management, Inc. | 0.03% | No change | 1,174 | $92K |
"% of holder's portfolio" is VSIAX's weight in each manager's 13F, not the share of VNGD Mrgst SML-CP VL Idx-Adm the manager owns.