VNGD Mrgstr Value Idx FD-AdmVVIAX
13F holders, Q1 2026 (March 31)7holders +1
1new positions
1sold out
$71.63avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding VNGD Mrgstr Value Idx FD-Adm (VVIAX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($23.2M), First Merchants Corp. ($10.6M) and Grey Fox Wealth Advisors, LLC ($3.3M).
- Company
- VNGD Mrgstr Value Idx FD-Adm
- Filed as
- VANGUARD VALUE INDEX ADM (Q1 2026)
- CUSIP
- 922908678
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $26K |
| Exits | 1 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,304 shares bought and 28,960 shares sold, net −26,656 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Fulton Bank, N.A. | 0.82% | Reduce -1.1% | 302,650 | $23.2M |
| First Merchants Corp. | 0.40% | Reduce -5.6% | 138,096 | $10.6M |
| Grey Fox Wealth Advisors, LLC | 0.64% | Add +2.6% | 77,331 | $3.3M |
| Jackson Wealth Management, LLC | 0.04% | No change | 4,705 | $360K |
| Financial Concepts Unlimited, Inc. | 0.31% | — | 4,492 | $344K |
| Coston, McIsaac & Partners | 0.01% | New | 341 | $26K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -12.1% | 269 | $21K |
"% 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.