VNGD Mrngst TS MK Idx FD-AdmVTSAX

13F holders, Q1 2025 (March 31)
23holders
4new positions
4sold out
$133.81avg. 13F price*

At the end of Q1 2025, 23 institutions reported holding VNGD Mrngst TS MK Idx FD-Adm (VTSAX) in their 13F filings, unchanged from Q4 2024. 4 opened new positions and 4 sold out. The largest holders were Fulton Bank, N.A. ($6.8M), Williams Jones Wealth Management, LLC. ($3.9M) and North Star Asset Management Inc. ($2.9M).

Company
VNGD Mrngst TS MK Idx FD-Adm
Filed as
VANGUARD TOTAL STOCK MKT IDX ADM (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$3.3M
Exits4$30.9M

All 13F filers, Q4 2024 → Q1 2025: 26,020 shares bought and 223,307 shares sold, net −197,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Fulton Bank, N.A. 0.27% Reduce -0.4% 50,855 $6.8M
Williams Jones Wealth Management, LLC. 0.05% Reduce -0.7% 29,153 $3.9M
North Star Asset Management Inc. 0.13% Reduce -7.2% 21,361 $2.9M
Hurley Capital, LLC 1.84% New 18,151 $2.4M
Ferguson Wellman Capital Management, Inc. 0.03% Add +5.5% 12,190 $1.6M
Hemenway Trust Co LLC 0.13% No change 11,863 $1.6M
Financial Gravity Asset Management, Inc. 0.23% — 7,728 $1.0M
RiverFront Investment Group, LLC 0.02% No change 5,968 $798K
First Merchants Corp. 0.03% Reduce -6.4% 4,697 $628K
Rowlandmiller & Partners.adv 0.12% Add +17.4% 4,360 $583K
Lester Murray Antman dba SimplyRich 0.15% Reduce -18.8% 3,854 $515K
Trivant Custom Portfolio Group, LLC 0.29% New 3,719 $497K
Professional Advisory Services Inc. 0.06% Add +0.3% 3,683 $493K
Coston, McIsaac & Partners 0.14% Add +1.4% 3,542 $473K
Dempze Nancy E 0.26% No change 3,229 $432K
U S Wealth Group, Llc. 0.29% Add +0.4% 2,749 $368K
Central Bank & Trust Co. 0.05% Reduce -19.9% 2,263 $303K
Brooklyn Investment Group 0.06% New 2,229 $298K
Ethos Financial Group, LLC 0.03% No change 1,850 $261K
North Point Portfolio Managers Corp. 0.04% No change 1,573 $210K
Jackson Creek Investment Advisors LLC 0.06% No change 1,519 $203K
Woodstock Corp. 0.02% Reduce -18.9% 1,502 $201K
Vermillion Wealth Management, Inc. 0.02% New 565 $76K

"% 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.