VNGD Mrgst SML-CP VL Idx-AdmVSIAX
13F holders, Q3 2024 (September 30)9holders +1
2new positions
2sold out
$86.30avg. 13F price*
At the end of Q3 2024, 9 institutions reported holding VNGD Mrgst SML-CP VL Idx-Adm (VSIAX) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were Fulton Bank, N.A. ($2.7M), First Merchants Corp. ($2.3M) and Redwood Wealth Management Group, LLC ($1.7M).
- Company
- VNGD Mrgst SML-CP VL Idx-Adm
- Filed as
- VANGUARD BD INDEX FDS (Q3 2024)
- CUSIP
- 921937686
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.8M |
| Exits | 2 | $4.5M |
All 13F filers, Q2 2024 → Q3 2024: 27,663 shares bought and 57,583 shares sold, net −29,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Fulton Bank, N.A. | 0.10% | Add +2.9% | 30,988 | $2.7M |
| First Merchants Corp. | 0.09% | Reduce -1.8% | 26,794 | $2.3M |
| Redwood Wealth Management Group, LLC | 0.86% | New | 20,033 | $1.7M |
| Grey Fox Wealth Advisors, LLC | 0.28% | Add +90.8% | 11,551 | $997K |
| Arvest Bank Trust Division | 0.03% | — | 5,679 | $490K |
| Alpine Bank Wealth Management | 0.05% | — | 3,438 | $297K |
| Tower Bridge Advisors | 0.03% | Add +0.0% | 2,759 | $238K |
| C M Bidwell & Associates Ltd. | 0.07% | New | 1,272 | $110K |
| Financial Gravity Companies, Inc. | 0.03% | — | 1,192 | $103K |
"% 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.