Vangrd Mrgstr SML CP Idx-AdmVSMAX
13F holders, Q4 2025 (December 31)13holders +2
3new positions
1sold out
$123.58avg. 13F price*
At the end of Q4 2025, 13 institutions reported holding Vangrd Mrgstr SML CP Idx-Adm (VSMAX) in their 13F filings, up 2 from Q3 2025. 3 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($34.2M), First Merchants Corp. ($24.7M) and Neville Rodie & Shaw Inc. ($1.7M).
- Company
- Vangrd Mrgstr SML CP Idx-Adm
- Filed as
- VANGUARD INDEX FDS (Q4 2025)
- CUSIP
- 922908686
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.4M |
| Exits | 1 | $155K |
All 13F filers, Q3 2025 → Q4 2025: 19,067 shares bought and 10,852 shares sold, net +8,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Fulton Bank, N.A. | 1.18% | Add +2.9% | 276,501 | $34.2M |
| First Merchants Corp. | 0.92% | Reduce -4.4% | 200,162 | $24.7M |
| Neville Rodie & Shaw Inc. | 0.12% | Add +0.1% | 13,701 | $1.7M |
| North Star Asset Management Inc. | 0.05% | Add +1.6% | 9,515 | $1.2M |
| Kohmann Bosshard Financial Services, LLC | 0.07% | New | 5,943 | $734K |
| Arvest Bank Trust Division | 0.03% | No change | 3,788 | $468K |
| Dempze Nancy E | 0.23% | Reduce -8.4% | 3,590 | $444K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -3.3% | 3,562 | $440K |
| RFP Financial Group LLC | 0.17% | New | 2,860 | $353K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 2,273 | $281K |
| Puzo Michael J | 0.06% | No change | 1,700 | $210K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +0.8% | 121 | $15K |
| Oakworth Capital, Inc. | 0.00% | No change | 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.