Vangrd Mrgstr SML CP Idx-AdmVSMAX
13F holders, Q4 2024 (December 31)15holders −1
1new positions
2sold out
$115.16avg. 13F price*
At the end of Q4 2024, 15 institutions reported holding Vangrd Mrgstr SML CP Idx-Adm (VSMAX) in their 13F filings, down 1 from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were First Merchants Corp. ($34.6M), Fulton Bank, N.A. ($33.6M) and Garde Capital, Inc. ($5.7M).
- Company
- Vangrd Mrgstr SML CP Idx-Adm
- Filed as
- VANGUARD INDEX FDS (Q4 2024)
- CUSIP
- 922908686
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $913K |
| Exits | 2 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 8,876 shares bought and 39,026 shares sold, net −30,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| First Merchants Corp. | 1.33% | Reduce -2.2% | 300,271 | $34.6M |
| Fulton Bank, N.A. | 1.30% | Reduce -2.8% | 292,065 | $33.6M |
| Garde Capital, Inc. | 0.37% | Reduce -3.3% | 49,209 | $5.7M |
| Neville Rodie & Shaw Inc. | 0.11% | Reduce -0.7% | 13,601 | $1.6M |
| Wallington Asset Management, LLC | 0.17% | Add +5.2% | 9,945 | $1.1M |
| North Star Asset Management Inc. | 0.05% | Add +4.2% | 9,421 | $1.1M |
| Fifth Third Wealth Advisors LLC | 0.05% | New | 7,929 | $913K |
| Arvest Bank Trust Division | 0.04% | No change | 5,078 | $585K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +1.9% | 4,185 | $482K |
| Dempze Nancy E | 0.23% | No change | 3,418 | $394K |
| RFP Financial Group LLC | 0.13% | No change | 2,860 | $329K |
| Great Lakes Advisors, LLC | 0.00% | No change | 2,417 | $278K |
| Financial Gravity Companies, Inc. | 0.03% | Reduce -0.5% | 977 | $112K |
| Tucker Asset Management LLC | 0.01% | Add +0.4% | 256 | $30K |
| 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.