VNGD Mrgst SML-CP VL Idx-AdmVSIAX

13F holders, Q1 2025 (March 31)
8holders
0new positions
0sold out
$80.01avg. 13F price*

At the end of Q1 2025, 8 institutions reported holding VNGD Mrgst SML-CP VL Idx-Adm (VSIAX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($2.8M), First Merchants Corp. ($2.0M) and Redwood Wealth Management Group, LLC ($1.5M).

Company
VNGD Mrgst SML-CP VL Idx-Adm
Filed as
VANGUARD BD INDEX FDS (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 2,628 shares bought and 1,795 shares sold, net +833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Fulton Bank, N.A. 0.11% Add +7.3% 35,148 $2.8M
First Merchants Corp. 0.08% Reduce -5.9% 24,410 $2.0M
Redwood Wealth Management Group, LLC 0.79% Reduce -1.3% 19,315 $1.5M
Grey Fox Wealth Advisors, LLC 0.26% Add +1.9% 12,203 $976K
Arvest Bank Trust Division 0.02% No change 4,586 $367K
Tower Bridge Advisors 0.03% Add +0.0% 2,760 $221K
Coston, McIsaac & Partners 0.04% Add +0.6% 1,785 $142K
Financial Gravity Asset Management, Inc. 0.01% — 392 $31K

"% 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.