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Disclosery

VFIAX VANGUARD 500 INDEX-ADM

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Equity Mutual Fu (fund)

43 managers (43 13F filers) reported a position in VFIAX shares at 2024-12-31, 622,056 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
43
13F filers
43
New
5
Added
18
Reduced
12
Sold out
2
Shares held by filers
622,056

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FIRST MERCHANTS CORP210,747$114M4.39%-2,42313F-HRTimeline
Fulton Bank, N.A.129,137$70.1M2.7%+2,32313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP61,741$33.5M0.92%+1,98813F-HRTimeline
Arvest Bank Trust Division33,359$18.1M1.09%-1,29413F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…28,842$15.7M0.85%new13F-HRTimelineGroup
Garde Capital, Inc.26,375$14.3M0.94%+6,07113F-HRTimeline
Hemenway Trust Co LLC21,418$11.6M0.94%-9913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,795$6.94M0.13%+2,81313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC12,657$6.87M0.3%-12213F-HRTimeline
GREAT LAKES ADVISORS, LLC9,526$5.17M0.04%-42713F-HRTimeline
Williams Jones Wealth Management, LLC.9,390$5.1M0.06%+1,01613F-HRTimeline
RIVERBRIDGE PARTNERS LLC7,639$4.15M0.06%013F-HRTimeline
NEVILLE RODIE & SHAW INC6,186$3.36M0.24%+13313F-HRTimeline
RiverFront Investment Group, LLC4,926$2.67M0.06%+27813F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,783$2.6M0.59%+1113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,575$2.48M0.15%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC4,449$2.41M0.61%+95113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,739$2.03M0.22%+813F-HRTimeline
RFP Financial Group LLC2,566$1.39M0.54%013F-HRTimeline
Violich Capital Management, Inc.2,454$1.33M0.17%+7213F-HRTimeline
BRAUN STACEY ASSOCIATES INC2,318$1.26M0.05%+713F-HRTimeline
Coston, McIsaac & Partners2,300$1.25M0.37%+55013F-HRTimeline
Ethos Financial Group, LLC2,131$1.16M0.15%+74513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,018$1.1M0.12%-38413F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,966$1.07M0.15%-2,18313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Grey Fox Wealth Advisors, LLC1,657$900K0.25%+3013F-HRTimeline
Redwood Wealth Management Group, LLC1,421$775K0.38%-1213F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,312$712K0.12%013F-HRTimeline
Dempze Nancy E1,180$640K0.37%-4013F-HRTimeline
Grassi Investment Management1,167$633K0.05%+413F-HR/ATimeline
Wallington Asset Management, LLC1,158$628K0.09%013F-HRTimeline
Sequent Asset Management, LLC1,104$599K0.29%013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC990$537K0.02%-19013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC827$449K0.07%new13F-HRTimeline
Fairfield Financial Advisors, LTD722$392K0.14%-9113F-HRTimeline
Constant Guidance Financial LLC515$280K0.24%new13F-HRTimeline
O'Brien Greene & Co. Inc515$280K0.09%013F-HRTimeline
Kidder Stephen W400$217K0.07%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …320$174K0.04%+5013F-HRTimelineGroup
THOMAS STORY & SON LLC312$169K0.07%new13F-HRTimeline
Estabrook Capital Management271$147K0.02%+113F-HRTimeline
Brooklyn Investment Group122$65.7K0.02%new13F-HRTimeline
Game Plan Financial Advisors, LLC26$13.9K0.01%-813F-HRTimeline