VNGD Mrgstr Value Idx FD-AdmVVIAX

13F holders, Q4 2024 (December 31)
7holders
1new positions
1sold out
$66.04avg. 13F price*

At the end of Q4 2024, 7 institutions reported holding VNGD Mrgstr Value Idx FD-Adm (VVIAX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($22.0M), Garde Capital, Inc. ($13.3M) and First Merchants Corp. ($10.7M).

Company
VNGD Mrgstr Value Idx FD-Adm
Filed as
VANGUARD INDEX FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$1.2M
Exits1$213K

All 13F filers, Q3 2024 → Q4 2024: 32,919 shares bought and 13,142 shares sold, net +19,777 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Fulton Bank, N.A. 0.85% Reduce -2.0% 333,865 $22.0M
Garde Capital, Inc. 0.88% Add +5.0% 200,891 $13.3M
First Merchants Corp. 0.41% Reduce -1.7% 161,371 $10.7M
Grey Fox Wealth Advisors, LLC 0.57% Add +21.1% 31,611 $2.1M
Ferguson Wellman Capital Management, Inc. 0.02% New 17,780 $1.2M
Jackson Wealth Management, LLC 0.04% Reduce -9.1% 4,705 $311K
Financial Gravity Companies, Inc. 0.03% Add +0.6% 1,665 $110K

"% 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.