Vangrd Mrgstr SML CP Idx-AdmVSMAX
13F holders, Q3 2025 (September 30)11holders
3new positions
3sold out
$121.81avg. 13F price*
At the end of Q3 2025, 11 institutions reported holding Vangrd Mrgstr SML CP Idx-Adm (VSMAX) in their 13F filings, unchanged from Q2 2025. 3 opened new positions and 3 sold out. The largest holders were Fulton Bank, N.A. ($32.7M), First Merchants Corp. ($25.5M) and Neville Rodie & Shaw Inc. ($1.7M).
- Company
- Vangrd Mrgstr SML CP Idx-Adm
- Filed as
- VANGUARD INDEX FDS (Q3 2025)
- CUSIP
- 922908686
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $370K |
| Exits | 3 | $3.1M |
All 13F filers, Q2 2025 → Q3 2025: 3,040 shares bought and 49,040 shares sold, net −46,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Fulton Bank, N.A. | 1.14% | Reduce -4.2% | 268,676 | $32.7M |
| First Merchants Corp. | 0.96% | Reduce -4.3% | 209,291 | $25.5M |
| Neville Rodie & Shaw Inc. | 0.12% | Reduce -4.3% | 13,684 | $1.7M |
| North Star Asset Management Inc. | 0.05% | Reduce -1.0% | 9,367 | $1.1M |
| Dempze Nancy E | 0.26% | No change | 3,918 | $477K |
| Arvest Bank Trust Division | 0.03% | No change | 3,788 | $462K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +0.0% | 3,683 | $449K |
| Puzo Michael J | 0.06% | New | 1,700 | $207K |
| Vermillion Wealth Management, Inc. | 0.04% | New | 1,274 | $155K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 120 | $15K |
| Oakworth Capital, Inc. | 0.00% | New | 65 | $8K |
"% 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.