VNGD Mrgstr Value Idx FD-AdmVVIAX

13F holders, Q2 2025 (June 30)
8holders
1new positions
1sold out
$68.95avg. 13F price*

At the end of Q2 2025, 8 institutions reported holding VNGD Mrgstr Value Idx FD-Adm (VVIAX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($21.8M), First Merchants Corp. ($10.7M) and Fifth Third Wealth Advisors LLC ($2.8M).

Company
VNGD Mrgstr Value Idx FD-Adm
Filed as
VANGUARD INDEX FDS (Q2 2025)
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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$2.8M
Exits1$338K

All 13F filers, Q1 2025 → Q2 2025: 42,650 shares bought and 22,773 shares sold, net +19,877 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Fulton Bank, N.A. 0.81% Reduce -4.7% 316,830 $21.8M
First Merchants Corp. 0.41% Reduce -0.6% 155,362 $10.7M
Fifth Third Wealth Advisors LLC 0.12% New 40,526 $2.8M
Grey Fox Wealth Advisors, LLC 0.57% Add +3.5% 34,775 $2.4M
Ferguson Wellman Capital Management, Inc. 0.02% Add +0.1% 17,226 $1.2M
Jackson Wealth Management, LLC 0.04% Reduce -19.2% 4,705 $324K
Brooklyn Investment Group 0.03% Add +33.6% 3,660 $252K
Financial Gravity Companies, Inc. 0.00% — 363 $25K

"% 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.