VNGD Mrgst SML-CP VL Idx-AdmVSIAX

13F holders, Q4 2025 (December 31)
9holders +1
1new positions
0sold out
$91.01avg. 13F price*

At the end of Q4 2025, 9 institutions reported holding VNGD Mrgst SML-CP VL Idx-Adm (VSIAX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($2.7M), First Merchants Corp. ($1.7M) and Redwood Wealth Management Group, LLC ($1.7M).

Company
VNGD Mrgst SML-CP VL Idx-Adm
Filed as
VANGUARD BD INDEX FDS (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions1$19K
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 221 shares bought and 13,182 shares sold, net −12,961 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Fulton Bank, N.A. 0.09% Reduce -5.5% 29,359 $2.7M
First Merchants Corp. 0.06% Reduce -1.8% 18,657 $1.7M
Redwood Wealth Management Group, LLC 0.70% Reduce -2.1% 18,434 $1.7M
Grey Fox Wealth Advisors, LLC 0.28% Reduce -41.2% 15,243 $1.4M
Arvest Bank Trust Division 0.02% No change 4,586 $417K
Tower Bridge Advisors 0.03% Add +0.0% 2,763 $251K
Coston, McIsaac & Partners 0.04% Add +0.5% 1,779 $161K
Kohmann Bosshard Financial Services, LLC 0.00% New 211 $19K
Financial Gravity Asset Management, Inc. 0.00% Reduce -25.3% 145 $13K

"% 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.