Vangrd Mrgstr SML CP Idx-AdmVSMAX
13F holders, Q1 2024 (March 31)12holders
$109.54avg. 13F price*
At the end of Q1 2024, 12 institutions reported holding Vangrd Mrgstr SML CP Idx-Adm (VSMAX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($35.0M), Garde Capital, Inc. ($5.4M) and Encompass Wealth Advisors, LLC ($2.3M).
- Company
- Vangrd Mrgstr SML CP Idx-Adm
- Filed as
- VANGUARD INDEX FDS (Q1 2024)
- CUSIP
- 922908686
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $714K |
| Exits | 4 | $577K |
Ownership 12 holders
| Fulton Bank, N.A. | 1.43% | Reduce -19.2% | 319,671 | $35.0M |
| Garde Capital, Inc. | 0.38% | Reduce -13.4% | 49,426 | $5.4M |
| Encompass Wealth Advisors, LLC | 0.61% | Add +0.3% | 20,850 | $2.3M |
| Neville Rodie & Shaw Inc. | 0.12% | Reduce -2.4% | 14,207 | $1.6M |
| North Star Asset Management Inc. | 0.05% | Add +0.0% | 8,939 | $979K |
| Wallington Asset Management, LLC | 0.15% | Reduce -20.4% | 8,775 | $961K |
| Fifth Third Wealth Advisors LLC | 0.11% | New | 6,263 | $686K |
| Arvest Trust Co. N A | 0.03% | No change | 5,004 | $548K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +21.0% | 4,222 | $462K |
| Dempze Nancy E | 0.29% | No change | 3,418 | $374K |
| Estabrook Capital Management | 0.01% | No change | 690 | $76K |
| Tucker Asset Management LLC | 0.01% | New | 254 | $28K |
"% of holder's portfolio" is VSMAX's weight in each manager's 13F, not the share of Vangrd Mrgstr SML CP Idx-Adm the manager owns.