Vangrd Mrgstr SML CP Idx-AdmVSMAX

13F holders, Q1 2025 (March 31)
15holders
3new positions
4sold out
$106.24avg. 13F price*

At the end of Q1 2025, 15 institutions reported holding Vangrd Mrgstr SML CP Idx-Adm (VSMAX) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 4 sold out. The largest holders were Fulton Bank, N.A. ($31.1M), First Merchants Corp. ($25.1M) and Neville Rodie & Shaw Inc. ($1.4M).

Company
Vangrd Mrgstr SML CP Idx-Adm
Filed as
VANGUARD SMALL CAP INDEX ADMIRAL SHARES (Q1 2025)
CUSIP
922908686
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 12Q1 2024Q2 2024: 16Q2 2024Q3 2024: 16Q3 2024Q4 2024: 15Q4 2024Q1 2025: 15Q1 2025Q2 2025: 11Q2 2025Q3 2025: 11Q3 2025Q4 2025: 13Q4 2025Q1 2026: 12Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions3$873K
Exits4$6.9M

All 13F filers, Q4 2024 → Q1 2025: 9,434 shares bought and 124,531 shares sold, net −115,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Fulton Bank, N.A. 1.26% Add +0.3% 292,982 $31.1M
First Merchants Corp. 1.00% Reduce -21.2% 236,512 $25.1M
Neville Rodie & Shaw Inc. 0.11% Reduce -1.8% 13,362 $1.4M
Wallington Asset Management, LLC 0.16% Add +3.0% 10,245 $1.1M
North Star Asset Management Inc. 0.04% Reduce -2.3% 9,202 $978K
Kohmann Bosshard Financial Services, LLC 0.07% New 5,942 $631K
Arvest Bank Trust Division 0.03% No change 5,078 $540K
Williams Jones Wealth Management, LLC. 0.01% Reduce -12.0% 3,682 $391K
Dempze Nancy E 0.22% No change 3,418 $363K
RFP Financial Group LLC 0.12% No change 2,860 $304K
Vermillion Wealth Management, Inc. 0.04% New 1,266 $134K
PSI Advisors, LLC 0.03% New 1,009 $107K
eCIO, Inc. 0.01% — 348 $37K
Financial Gravity Asset Management, Inc. 0.01% — 220 $23K
Estabrook Capital Management 0.00% No change 200 $21K

"% 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.