Vangrd Mrgstr SML CP Idx-AdmVSMAX
13F holders, Q1 2026 (March 31)12holders −1
2new positions
3sold out
$125.46avg. 13F price*
At the end of Q1 2026, 12 institutions reported holding Vangrd Mrgstr SML CP Idx-Adm (VSMAX) in their 13F filings, down 1 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were Fulton Bank, N.A. ($33.8M), First Merchants Corp. ($23.9M) and Neville Rodie & Shaw Inc. ($1.6M).
- Company
- Vangrd Mrgstr SML CP Idx-Adm
- Filed as
- VANGUARD INDEX FDS (Q1 2026)
- CUSIP
- 922908686
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $211K |
| Exits | 3 | $1.4M |
All 13F filers, Q4 2025 → Q1 2026: 3,690 shares bought and 29,260 shares sold, net −25,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Fulton Bank, N.A. | 1.19% | Reduce -2.7% | 269,019 | $33.8M |
| First Merchants Corp. | 0.91% | Reduce -5.0% | 190,251 | $23.9M |
| Neville Rodie & Shaw Inc. | 0.12% | Reduce -5.0% | 13,009 | $1.6M |
| North Star Asset Management Inc. | 0.05% | Add +3.1% | 9,815 | $1.2M |
| Arvest Bank Trust Division | 0.03% | No change | 3,788 | $475K |
| Dempze Nancy E | 0.25% | No change | 3,590 | $450K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -2.8% | 3,463 | $434K |
| Puzo Michael J | 0.12% | Add +100.0% | 3,400 | $427K |
| McIlrath & Eck, LLC | 0.01% | New | 1,300 | $163K |
| Coston, McIsaac & Partners | 0.01% | New | 389 | $48K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 121 | $15K |
| Oakworth Capital, Inc. | 0.00% | Add +1.5% | 66 | $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.