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Disclosery

VFIAX VANGUARD 500 INDEX-ADM

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Equity Mutual Fu (fund)

50 managers (50 13F filers) reported a position in VFIAX shares at 2025-03-31, 585,912 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
50
13F filers
50
New
10
Added
14
Reduced
13
Sold out
4
Shares held by filers
585,912

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 CORP210,240$109M4.34%-50713F-HRTimeline
Fulton Bank, N.A.132,473$68.6M2.77%+3,33613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP56,287$29.1M0.49%-5,45413F-HRTimeline
Arvest Bank Trust Division32,812$17M1.07%-54713F-HRTimeline
Hemenway Trust Co LLC21,360$11.1M0.9%-5813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC14,476$7.49M0.34%+1,81913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,796$6.63M0.13%+113F-HRTimeline
GREAT LAKES ADVISORS, LLC9,900$5.13M0.05%+37413F-HRTimeline
Williams Jones Wealth Management, LLC.9,820$5.08M0.06%+43013F-HRTimeline
Vermillion Wealth Management, Inc.7,295$3.78M1.11%new13F-HRTimeline
RIVERBRIDGE PARTNERS LLC7,195$3.73M0.06%-44413F-HRTimeline
NEVILLE RODIE & SHAW INC6,585$3.41M0.27%+39913F-HRTimeline
RiverFront Investment Group, LLC4,937$2.56M0.06%+1113F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,793$2.48M0.6%+1013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,575$2.37M0.15%013F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC4,352$2.25M0.6%-9713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,849$1.99M0.23%+11013F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,813$1.97M0.23%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC6,436$1.97M0.52%+4,77913F-HRTimeline
RFP Financial Group LLC2,566$1.33M0.53%013F-HRTimeline
Violich Capital Management, Inc.2,466$1.28M0.17%+1213F-HRTimeline
Blue Edge Capital, LLC2,294$1.19M0.19%new13F-HRTimeline
Ethos Financial Group, LLC2,131$1.16M0.11%013F-HRTimeline
BRAUN STACEY ASSOCIATES INC2,226$1.15M0.05%-9213F-HRTimeline
Coston, McIsaac & Partners2,190$1.13M0.33%-11013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,966$1.02M0.14%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Redwood Wealth Management Group, LLC1,426$738K0.38%+513F-HRTimeline
Wallington Asset Management, LLC1,397$723K0.1%+23913F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,312$679K0.12%013F-HRTimeline
Dempze Nancy E1,110$575K0.35%-7013F-HRTimeline
Sequent Asset Management, LLC1,104$571K0.32%013F-HRTimeline
Hurley Capital, LLC1,100$570K0.43%new13F-HRTimeline
BECK MACK & OLIVER LLC1,036$537K0.01%new13F-HRTimeline
Grassi Investment Management952$493K0.05%-21513F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC900$466K0.02%-9013F-HRTimeline
Jackson Wealth Management, LLC862$446K0.05%new13F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC827$428K0.07%013F-HRTimeline
Constant Guidance Financial LLC668$346K0.44%+15313F-HRTimeline
Fairfield Financial Advisors, LTD626$324K0.12%-9613F-HRTimeline
O'Brien Greene & Co. Inc515$267K0.09%013F-HRTimeline
Kidder Stephen W400$207K0.06%013F-HRTimeline
PSI Advisors, LLC380$197K0.06%new13F-HRTimeline
eCIO, Inc.362$187K0.06%13F-HRTimeline
Estabrook Capital Management271$140K0.02%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV243$126K0.03%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …231$120K0.03%13F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…194$101K0.03%new13F-HRTimelineGroup
Brooklyn Investment Group116$59.8K0.01%-613F-HRTimeline
Game Plan Financial Advisors, LLC26$13.3K0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC21$11.1K0.01%new13F-HRTimeline