Vangrd Mrgstr SML CP Idx-AdmVSMAX

13F holders, Q2 2025 (June 30)
11holders −4
2new positions
6sold out
$113.60avg. 13F price*

At the end of Q2 2025, 11 institutions reported holding Vangrd Mrgstr SML CP Idx-Adm (VSMAX) in their 13F filings, down 4 from Q1 2025. 2 opened new positions and 6 sold out. The largest holders were Fulton Bank, N.A. ($31.9M), First Merchants Corp. ($24.8M) and Fifth Third Wealth Advisors LLC ($2.9M).

Company
Vangrd Mrgstr SML CP Idx-Adm
Filed as
VANGUARD INDEX FDS (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions2$3.1M
Exits6$2.3M

All 13F filers, Q1 2025 → Q2 2025: 28,704 shares bought and 53,364 shares sold, net −24,660 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Fulton Bank, N.A. 1.18% Reduce -4.3% 280,417 $31.9M
First Merchants Corp. 0.96% Reduce -7.5% 218,673 $24.8M
Fifth Third Wealth Advisors LLC 0.12% New 25,246 $2.9M
Neville Rodie & Shaw Inc. 0.12% Add +7.0% 14,293 $1.6M
North Star Asset Management Inc. 0.05% Add +2.8% 9,462 $1.1M
Dempze Nancy E 0.26% Add +14.6% 3,918 $445K
Arvest Bank Trust Division 0.03% Reduce -25.4% 3,788 $430K
Williams Jones Wealth Management, LLC. 0.01% No change 3,682 $418K
Great Lakes Advisors, LLC 0.00% New 1,767 $201K
Estabrook Capital Management 0.00% No change 200 $23K
Financial Gravity Companies, Inc. 0.00% — 120 $14K

"% 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.