VNGD Mrngst TS MK Idx FD-AdmVTSAX

13F holders, Q4 2024 (December 31)
23holders
1new positions
2sold out
$141.03avg. 13F price*

At the end of Q4 2024, 23 institutions reported holding VNGD Mrngst TS MK Idx FD-Adm (VTSAX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 2 sold out. The largest holders were Garde Capital, Inc. ($28.8M), Fulton Bank, N.A. ($7.2M) and Williams Jones Wealth Management, LLC. ($4.1M).

Company
VNGD Mrngst TS MK Idx FD-Adm
Filed as
VANGUARD TOTAL STOCK MKT IDX ADM (Q4 2024)
CUSIP
922908728
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 21Q1 2024Q2 2024: 23Q2 2024Q3 2024: 23Q3 2024Q4 2024: 23Q4 2024Q1 2025: 23Q1 2025Q2 2025: 24Q2 2025Q3 2025: 22Q3 2025Q4 2025: 23Q4 2025Q1 2026: 24Q1 2026Q2 2026: 25Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$1.9M
Exits2$525K

All 13F filers, Q3 2024 → Q4 2024: 22,754 shares bought and 7,760 shares sold, net +14,994 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Garde Capital, Inc. 1.90% Add +0.3% 203,966 $28.8M
Fulton Bank, N.A. 0.28% Reduce -0.5% 51,065 $7.2M
Williams Jones Wealth Management, LLC. 0.05% Add +5.1% 29,350 $4.1M
North Star Asset Management Inc. 0.14% Add +5.5% 23,023 $3.2M
Fifth Third Wealth Advisors LLC 0.10% New 13,213 $1.9M
Hemenway Trust Co LLC 0.14% No change 11,863 $1.7M
Ferguson Wellman Capital Management, Inc. 0.03% Add +38.7% 11,551 $1.6M
Financial Gravity Companies, Inc. 0.25% Add +0.3% 7,701 $1.1M
RiverFront Investment Group, LLC 0.02% Add +63.4% 5,968 $842K
First Merchants Corp. 0.03% Reduce -3.9% 5,018 $708K
Lester Murray Antman dba SimplyRich 0.19% No change 4,746 $669K
Rowlandmiller & Partners.adv 0.11% No change 3,713 $524K
Professional Advisory Services Inc. 0.07% Reduce -46.3% 3,673 $518K
Coston, McIsaac & Partners 0.15% Reduce -1.9% 3,492 $492K
Dempze Nancy E 0.26% Reduce -7.2% 3,229 $455K
Central Bank & Trust Co. 0.06% No change 2,825 $398K
U S Wealth Group, Llc. 0.29% — 2,739 $386K
Woodstock Corp. 0.03% No change 1,852 $261K
Ethos Financial Group, LLC 0.03% Add +0.1% 1,850 $261K
Tucker Asset Management LLC 0.06% Add +56.5% 1,773 $250K
North Point Portfolio Managers Corp. 0.04% No change 1,573 $222K
Jackson Creek Investment Advisors LLC 0.06% No change 1,519 $214K
Fairfield Financial Advisors, LTD 0.01% Add +0.6% 161 $23K

"% of holder's portfolio" is VTSAX's weight in each manager's 13F, not the share of VNGD Mrngst TS MK Idx FD-Adm the manager owns.