VNGD Mrgst SML-CP VL Idx-AdmVSIAX

13F holders, Q2 2024 (June 30)
8holders +2
2new positions
0sold out
$78.42avg. 13F price*

At the end of Q2 2024, 8 institutions reported holding VNGD Mrgst SML-CP VL Idx-Adm (VSIAX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Silvercrest Asset Management Group LLC ($4.4M), Fulton Bank, N.A. ($2.4M) and First Merchants Corp. ($2.1M).

Company
VNGD Mrgst SML-CP VL Idx-Adm
Filed as
VANGUARD BD INDEX FDS (Q2 2024)
CUSIP
921937686
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 6Q1 2024Q2 2024: 8Q2 2024Q3 2024: 9Q3 2024Q4 2024: 8Q4 2024Q1 2025: 8Q1 2025Q2 2025: 10Q2 2025Q3 2025: 8Q3 2025Q4 2025: 9Q4 2025Q1 2026: 8Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions2$2.2M
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 28,037 shares bought and 4,245 shares sold, net +23,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Silvercrest Asset Management Group LLC 0.03% Reduce -3.9% 56,531 $4.4M
Fulton Bank, N.A. 0.10% Reduce -5.1% 30,128 $2.4M
First Merchants Corp. 0.09% New 27,288 $2.1M
Grey Fox Wealth Advisors, LLC 0.17% Add +3.0% 6,054 $475K
Arvest Trust Co. N A 0.03% Reduce -5.3% 5,679 $445K
Tower Bridge Advisors 0.02% Add +0.0% 2,758 $216K
Financial Gravity Asset Management, Inc. 0.02% Add +1.1% 1,187 $93K
ORG Partners LLC 0.01% New 558 $43K

"% 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.