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Disclosery

VFIAX VANGUARD 500 INDEX-ADM

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Equity Mutual Fu (fund)

37 managers (37 13F filers) reported a position in VFIAX shares at 2025-06-30, 538,846 shares in all. 2 filers opened a position and 15 filers sold out during the quarter.

Managers
37
13F filers
37
New
2
Added
8
Reduced
17
Sold out
15
Shares held by filers
538,846

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CORP209,833$120M4.65%-40713F-HRTimeline
Fulton Bank, N.A.135,524$77.6M2.87%+3,05113F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…38,751$22.2M0.93%new13F-HRTimelineGroup
Arvest Bank Trust Division30,737$17.6M1.03%-2,07513F-HRTimeline
Hemenway Trust Co LLC21,340$12.2M0.95%-2013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC13,449$7.7M0.33%-1,02713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,528$7.17M0.13%-26813F-HRTimeline
Williams Jones Wealth Management, LLC.9,453$5.41M0.06%-36713F-HRTimeline
GREAT LAKES ADVISORS, LLC9,122$5.22M0.04%-77813F-HRTimeline
RIVERBRIDGE PARTNERS LLC7,193$4.12M0.07%-213F-HRTimeline
RiverFront Investment Group, LLC6,736$3.86M0.08%+1,79913F-HRTimeline
NEVILLE RODIE & SHAW INC6,684$3.83M0.28%+9913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,575$2.62M0.15%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,441$2.54M0.58%-35213F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC4,352$2.49M0.64%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,825$2.19M0.23%-2413F-HRTimeline
BRAUN STACEY ASSOCIATES INC2,301$1.32M0.05%+7513F-HRTimeline
Coston, McIsaac & Partners2,141$1.23M0.32%-4913F-HRTimeline
Ethos Financial Group, LLC2,109$1.21M0.1%-2213F-HRTimeline
Grey Fox Wealth Advisors, LLC2,033$1.16M0.28%-4,40313F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC1,966$1.13M0.15%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Redwood Wealth Management Group, LLC1,430$819K0.37%+413F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,312$751K0.13%013F-HRTimeline
Grassi Investment Management955$547K0.04%+313F-HRTimeline
Dempze Nancy E920$527K0.3%-19013F-HRTimeline
Brooklyn Investment Group832$476K0.06%+71613F-HR/ATimeline
BECK MACK & OLIVER LLC780$447K0.01%-25613F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC570$326K0.01%-33013F-HRTimeline
Sippican Capital Advisors552$316K0.23%new13F-HRTimeline
O'Brien Greene & Co. Inc515$295K0.1%013F-HRTimeline
Kidder Stephen W400$229K0.07%013F-HRTimeline
Jackson Wealth Management, LLC388$222K0.02%-47413F-HRTimeline
PSI Advisors, LLC380$218K0.11%013F-HRTimeline
Estabrook Capital Management272$156K0.02%+113F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV243$140K0.03%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …178$102K0.02%13F-HRTimelineGroup
Game Plan Financial Advisors, LLC26$14.7K0.01%013F-HRTimeline