VNGD Mrgstr Value Idx FD-AdmVVIAX
13F holders, Q1 2025 (March 31)8holders +1
2new positions
1sold out
$67.38avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding VNGD Mrgstr Value Idx FD-Adm (VVIAX) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($22.4M), First Merchants Corp. ($10.5M) and Grey Fox Wealth Advisors, LLC ($2.3M).
- Company
- VNGD Mrgstr Value Idx FD-Adm
- Filed as
- VANGUARD INDEX FDS (Q1 2025)
- CUSIP
- 922908678
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $523K |
| Exits | 1 | $13.3M |
All 13F filers, Q4 2024 → Q1 2025: 10,843 shares bought and 207,859 shares sold, net −197,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Fulton Bank, N.A. | 0.90% | Reduce -0.4% | 332,546 | $22.4M |
| First Merchants Corp. | 0.42% | Reduce -3.1% | 156,288 | $10.5M |
| Grey Fox Wealth Advisors, LLC | 0.60% | Add +6.2% | 33,584 | $2.3M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -3.2% | 17,214 | $1.2M |
| Jackson Wealth Management, LLC | 0.05% | Add +23.7% | 5,820 | $392K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 5,016 | $338K |
| Brooklyn Investment Group | 0.04% | New | 2,739 | $185K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 865 | $58K |
"% 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.