VNGD Mrgstr Value Idx FD-AdmVVIAX
13F holders, Q1 2024 (March 31)6holders
$63.58avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding VNGD Mrgstr Value Idx FD-Adm (VVIAX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($24.5M), Partners Capital Investment Group, LLP ($20.5M) and Garde Capital, Inc. ($12.4M).
- Company
- VNGD Mrgstr Value Idx FD-Adm
- Filed as
- Vanguard Value Index Fund (Q1 2024)
- CUSIP
- 922908678
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $24.2M |
| Exits | 1 | $55K |
Ownership 6 holders
| Fulton Bank, N.A. | 1.00% | Reduce -2.0% | 385,332 | $24.5M |
| Partners Capital Investment Group, LLP | 0.61% | New | 323,182 | $20.5M |
| Garde Capital, Inc. | 0.87% | Add +0.5% | 194,731 | $12.4M |
| Silvercrest Asset Management Group LLC | 0.02% | New | 57,867 | $3.7M |
| Grey Fox Wealth Advisors, LLC | 0.41% | Reduce -17.1% | 16,938 | $1.1M |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -50.0% | 3,836 | $244K |
"% of holder's portfolio" is VVIAX's weight in each manager's 13F, not the share of VNGD Mrgstr Value Idx FD-Adm the manager owns.