Vangrd Mrgstr SML CP Idx-AdmVSMAX
13F holders, Q3 2024 (September 30)16holders
1new positions
1sold out
$113.70avg. 13F price*
At the end of Q3 2024, 16 institutions reported holding Vangrd Mrgstr SML CP Idx-Adm (VSMAX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were First Merchants Corp. ($34.9M), Fulton Bank, N.A. ($34.2M) and Garde Capital, Inc. ($5.8M).
- Company
- Vangrd Mrgstr SML CP Idx-Adm
- Filed as
- VANGUARD SMALL CAP INDEX ADM (Q3 2024)
- CUSIP
- 922908686
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $115K |
| Exits | 1 | $713K |
All 13F filers, Q2 2024 → Q3 2024: 6,419 shares bought and 15,147 shares sold, net −8,728 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| First Merchants Corp. | 1.34% | Add +0.4% | 307,073 | $34.9M |
| Fulton Bank, N.A. | 1.30% | Reduce -2.3% | 300,526 | $34.2M |
| Garde Capital, Inc. | 0.38% | Add +8.2% | 50,872 | $5.8M |
| Encompass Wealth Advisors, LLC | 0.60% | Add +0.3% | 20,993 | $2.4M |
| Neville Rodie & Shaw Inc. | 0.11% | Reduce -3.8% | 13,693 | $1.6M |
| Wallington Asset Management, LLC | 0.15% | Add +2.3% | 9,452 | $1.1M |
| North Star Asset Management Inc. | 0.05% | No change | 9,045 | $1.0M |
| Arvest Bank Trust Division | 0.03% | — | 5,078 | $577K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -1.3% | 4,108 | $467K |
| Dempze Nancy E | 0.22% | No change | 3,418 | $389K |
| RFP Financial Group LLC | 0.11% | Reduce -1.9% | 2,860 | $325K |
| Great Lakes Advisors, LLC | 0.00% | Reduce -20.0% | 2,417 | $275K |
| PSI Advisors, LLC | 0.03% | New | 1,010 | $115K |
| Financial Gravity Companies, Inc. | 0.03% | — | 982 | $112K |
| Tucker Asset Management LLC | 0.01% | No change | 255 | $29K |
| Estabrook Capital Management | 0.00% | No change | 200 | $23K |
"% 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.