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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 2025-12-31, 492,497 shares in all. 4 filers opened a position and 7 filers sold out during the quarter.

Managers
37
13F filers
37
New
4
Added
13
Reduced
13
Sold out
7
Shares held by filers
492,497

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 CORP213,704$135M5%+1,75713F-HRTimeline
Fulton Bank, N.A.130,776$82.6M2.86%-49413F-HRTimeline
Arvest Bank Trust Division29,302$18.5M1%-39513F-HRTimeline
Hemenway Trust Co LLC21,310$13.5M1.03%-2213F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC15,587$9.85M0.4%+2,19313F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,924$7.53M0.12%+2,41813F-HRTimeline
GREAT LAKES ADVISORS, LLC8,951$5.66M0.05%+313F-HRTimeline
Williams Jones Wealth Management, LLC.8,531$5.39M0.06%-15713F-HRTimeline
RIVERBRIDGE PARTNERS LLC7,185$4.54M0.09%-313F-HRTimeline
NEVILLE RODIE & SHAW INC6,160$3.89M0.27%-19513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,579$2.89M0.15%013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co4,456$2.82M0.6%+713F-HRTimeline
Kohmann Bosshard Financial Services, LLC4,043$2.55M0.23%new13F-HRTimeline
CARRET ASSET MANAGEMENT, LLC3,899$2.46M0.23%-2013F-HRTimeline
BRAUN STACEY ASSOCIATES INC2,752$1.74M0.06%+35713F-HRTimeline
RFP Financial Group LLC2,566$1.62M0.78%new13F-HRTimeline
L & S Advisors Inc2,456$1.55M0.14%new13F-HRTimeline
Coston, McIsaac & Partners2,144$1.35M0.31%-113F-HRTimeline
Ethos Financial Group, LLC1,881$1.19M0.09%-22113F-HRTimeline
Grey Fox Wealth Advisors, LLC1,837$1.16M0.24%-2713F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,312$829K0.14%013F-HRTimeline
Sequent Asset Management, LLC1,104$697K0.31%013F-HRTimeline
Dempze Nancy E815$515K0.27%-8513F-HRTimeline
Redwood Wealth Management Group, LLC788$498K0.21%-2413F-HRTimeline
BECK MACK & OLIVER LLC787$497K0.01%+213F-HRTimeline
O'Brien Greene & Co. Inc587$371K0.11%+7213F-HRTimeline
Sippican Capital Advisors554$350K0.22%+113F-HRTimeline
OAKWORTH CAPITAL, INC.466$294K0.02%+213F-HRTimeline
Jackson Wealth Management, LLC390$247K0.02%+113F-HRTimeline
Kidder Stephen W375$237K0.07%013F-HRTimeline
Garton & Associates Financial Advisors …281$177K0.1%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS278$176K0.04%+2413F-HRTimeline
Estabrook Capital Management272$172K0.03%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV245$155K0.03%+113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …178$113K0.02%-68413F-HRTimelineGroup
Game Plan Financial Advisors, LLC13$8.16K<0.01%013F-HRTimeline
Motiv8 Investments LLC9$6K<0.01%new13F-HRTimeline