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VSIAX VNGD MRGST SML-CP VL IDX-ADM

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Mutual Fund (fund)

8 managers (8 13F filers) reported a position in VSIAX shares at 2024-12-31, 100,572 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
8
13F filers
8
New
1
Added
3
Reduced
3
Sold out
1
Shares held by filers
100,572

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
Fulton Bank, N.A.32,754$2.79M0.11%+1,76613F-HRTimeline
FIRST MERCHANTS CORP25,951$2.21M0.08%-84313F-HRTimeline
Redwood Wealth Management Group, LLC19,569$1.66M0.81%-46413F-HRTimeline
Grey Fox Wealth Advisors, LLC11,981$1.02M0.28%+43013F-HRTimeline
Arvest Bank Trust Division4,586$391K0.02%-1,09313F-HRTimeline
TOWER BRIDGE ADVISORS2,759$235K0.03%013F-HRTimeline
Coston, McIsaac & Partners1,774$151K0.04%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …1,198$102K0.02%+613F-HRTimelineGroup