VNGD Mrgstr Value Idx FD-AdmVVIAX

13F holders, Q3 2024 (September 30)
7holders −1
2new positions
3sold out
$68.13avg. 13F price*

At the end of Q3 2024, 7 institutions reported holding VNGD Mrgstr Value Idx FD-Adm (VVIAX) in their 13F filings, down 1 from Q2 2024. 2 opened new positions and 3 sold out. The largest holders were Fulton Bank, N.A. ($23.2M), Garde Capital, Inc. ($13.0M) and First Merchants Corp. ($11.2M).

Company
VNGD Mrgstr Value Idx FD-Adm
Filed as
VANGUARD INDEX FDS (Q3 2024)
CUSIP
922908678
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 6Q1 2024Q2 2024: 8Q2 2024Q3 2024: 7Q3 2024Q4 2024: 7Q4 2024Q1 2025: 8Q1 2025Q2 2025: 8Q2 2025Q3 2025: 6Q3 2025Q4 2025: 6Q4 2025Q1 2026: 7Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions2$566K
Exits3$16.2M

All 13F filers, Q2 2024 → Q3 2024: 25,240 shares bought and 273,161 shares sold, net −247,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Fulton Bank, N.A. 0.89% Reduce -3.8% 340,622 $23.2M
Garde Capital, Inc. 0.86% Add +1.9% 191,271 $13.0M
First Merchants Corp. 0.43% Add +0.6% 164,158 $11.2M
Grey Fox Wealth Advisors, LLC 0.50% Add +90.7% 26,102 $1.8M
Jackson Wealth Management, LLC 0.04% New 5,176 $353K
North Star Asset Management Inc. 0.01% New 3,127 $213K
Financial Gravity Companies, Inc. 0.03% — 1,655 $113K

"% 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.