VNGD Mrgst SML-CP VL Idx-AdmVSIAX

13F holders, Q2 2025 (June 30)
10holders +2
2new positions
0sold out
$83.78avg. 13F price*

At the end of Q2 2025, 10 institutions reported holding VNGD Mrgst SML-CP VL Idx-Adm (VSIAX) in their 13F filings, up 2 from Q1 2025. 2 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($2.9M), First Merchants Corp. ($1.8M) and Redwood Wealth Management Group, LLC ($1.6M).

Company
VNGD Mrgst SML-CP VL Idx-Adm
Filed as
VANGUARD BD INDEX FDS (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$346K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 4,129 shares bought and 10,563 shares sold, net −6,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Fulton Bank, N.A. 0.11% Reduce -2.7% 34,200 $2.9M
First Merchants Corp. 0.07% Reduce -13.5% 21,110 $1.8M
Redwood Wealth Management Group, LLC 0.73% Reduce -0.5% 19,228 $1.6M
Grey Fox Wealth Advisors, LLC 0.12% Reduce -50.9% 5,998 $503K
Arvest Bank Trust Division 0.02% No change 4,586 $384K
Great Lakes Advisors, LLC 0.00% New 3,888 $326K
Tower Bridge Advisors 0.03% Add +0.0% 2,761 $231K
Coston, McIsaac & Partners 0.04% Reduce -1.3% 1,762 $147K
Brooklyn Investment Group 0.00% New 240 $20K
Financial Gravity Companies, Inc. 0.00% — 229 $19K

"% 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.