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VSIAX VNGD MRGST SML-CP VL IDX-ADM

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Mutual Fund (fund)

10 managers (10 13F filers) reported a position in VSIAX shares at 2025-06-30, 94,002 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.

Managers
10
13F filers
10
New
2
Added
1
Reduced
5
Sold out
0
Shares held by filers
94,002

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
Fulton Bank, N.A.34,200$2.87M0.11%-94813F-HRTimeline
FIRST MERCHANTS CORP21,110$1.77M0.07%-3,30013F-HRTimeline
Redwood Wealth Management Group, LLC19,228$1.61M0.72%-8713F-HRTimeline
Grey Fox Wealth Advisors, LLC5,998$503K0.12%-6,20513F-HRTimeline
Arvest Bank Trust Division4,586$384K0.02%013F-HRTimeline
GREAT LAKES ADVISORS, LLC3,888$326K<0.01%new13F-HRTimeline
TOWER BRIDGE ADVISORS2,761$231K0.02%+113F-HRTimeline
Coston, McIsaac & Partners1,762$147K0.04%-2313F-HRTimeline
Brooklyn Investment Group240$20K<0.01%new13F-HR/ATimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …229$19.2K<0.01%13F-HRTimelineGroup