VNGD Mrgst SML-CP VL Idx-AdmVSIAX
13F holders, Q4 2024 (December 31)8holders −1
1new positions
1sold out
$85.12avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding VNGD Mrgst SML-CP VL Idx-Adm (VSIAX) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($2.8M), First Merchants Corp. ($2.2M) and Redwood Wealth Management Group, LLC ($1.7M).
- Company
- VNGD Mrgst SML-CP VL Idx-Adm
- Filed as
- VANGUARD BD INDEX FDS (Q4 2024)
- CUSIP
- 921937686
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $151K |
| Exits | 1 | $110K |
All 13F filers, Q3 2024 → Q4 2024: 3,976 shares bought and 3,672 shares sold, net +304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Fulton Bank, N.A. | 0.11% | Add +5.7% | 32,754 | $2.8M |
| First Merchants Corp. | 0.09% | Reduce -3.1% | 25,951 | $2.2M |
| Redwood Wealth Management Group, LLC | 0.81% | Reduce -2.3% | 19,569 | $1.7M |
| Grey Fox Wealth Advisors, LLC | 0.28% | Add +3.7% | 11,981 | $1.0M |
| Arvest Bank Trust Division | 0.02% | Reduce -19.3% | 4,586 | $391K |
| Tower Bridge Advisors | 0.03% | No change | 2,759 | $235K |
| Coston, McIsaac & Partners | 0.04% | New | 1,774 | $151K |
| Financial Gravity Companies, Inc. | 0.02% | Add +0.5% | 1,198 | $102K |
"% 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.