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Disclosery

VFIAX VANGUARD 500 INDEX-ADM

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Equity Mutual Fu (fund)

39 managers (39 13F filers) reported a position in VFIAX shares at 2025-09-30, 503,017 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
7
Added
10
Reduced
16
Sold out
4
Shares held by filers
503,017

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 CORP211,947$131M4.93%+2,11413F-HRTimeline
Fulton Bank, N.A.131,270$81M2.83%-4,25413F-HRTimeline
Arvest Bank Trust Division29,697$18.3M1.02%-1,04013F-HRTimeline
Hemenway Trust Co LLC21,332$13.2M1.01%-813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC13,394$8.27M0.34%-5513F-HRTimeline
Front Street Capital Management, Inc.11,419$7.02M1.08%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC9,506$5.87M0.1%-3,02213F-HRTimeline
GREAT LAKES ADVISORS, LLC8,948$5.52M0.05%-17413F-HRTimeline
Williams Jones Wealth Management, LLC.8,688$5.36M0.06%-76513F-HRTimeline
Vermillion Wealth Management, Inc.7,330$4.52M1.22%new13F-HRTimeline
RIVERBRIDGE PARTNERS LLC7,188$4.44M0.07%-513F-HRTimeline
NEVILLE RODIE & SHAW INC6,355$3.92M0.28%-32913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,579$2.83M0.15%+413F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,449$2.75M0.59%+813F-HRTimeline
CARDEROCK CAPITAL MANAGEMENT INC4,352$2.69M0.65%013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,919$2.42M0.24%+9413F-HRTimeline
BRAUN STACEY ASSOCIATES INC2,395$1.48M0.05%+9413F-HRTimeline
Coston, McIsaac & Partners2,145$1.32M0.32%+413F-HRTimeline
Ethos Financial Group, LLC2,102$1.3M0.1%-713F-HRTimeline
Grey Fox Wealth Advisors, LLC1,864$1.15M0.23%-16913F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,312$810K0.13%013F-HRTimeline
Sequent Asset Management, LLC1,104$681K0.32%new13F-HRTimeline
Dempze Nancy E900$556K0.31%-2013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …862$532K0.11%13F-HRTimelineGroup
Redwood Wealth Management Group, LLC812$501K0.21%-61813F-HRTimeline
BECK MACK & OLIVER LLC785$484K0.01%+513F-HRTimeline
Sippican Capital Advisors553$341K0.23%+113F-HRTimeline
O'Brien Greene & Co. Inc515$318K0.1%013F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC485$299K0.01%-8513F-HRTimeline
OAKWORTH CAPITAL, INC.464$287K0.02%new13F-HRTimeline
Jackson Wealth Management, LLC389$240K0.02%+113F-HRTimeline
PSI Advisors, LLC380$235K0.06%013F-HRTimeline
Kidder Stephen W375$231K0.07%-2513F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC348$215K0.03%new13F-HRTimeline
Estabrook Capital Management272$168K0.02%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS254$157K0.04%new13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV244$151K0.03%+113F-HRTimeline
Hurley Capital, LLC71$43.7K0.02%new13F-HRTimeline
Game Plan Financial Advisors, LLC13$7.95K<0.01%-1313F-HRTimeline