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VSMAX VANGRD MRGSTR SML CP IDX-ADM

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MFD (fund)

14 managers (14 13F filers) reported a position in VSMAX shares at 2026-06-30, 494,184 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
14
13F filers
14
New
3
Added
0
Reduced
6
Sold out
0
Shares held by filers
494,184

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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.268,221$38.9M1.19%-79813F-HRTimeline
FIRST MERCHANTS CORP183,136$26.6M0.94%-7,11513F-HRTimeline
NEVILLE RODIE & SHAW INC12,995$1.89M0.12%-1413F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,542$1.38M0.05%-27313F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC3,952$574K0.01%new13F-HRTimeline
Arvest Bank Trust Division3,788$550K0.03%013F-HRTimeline
Dempze Nancy E3,590$521K0.25%013F-HRTimeline
Williams Jones Wealth Management, LLC.3,363$488K0.01%-10013F-HRTimeline
Wealthspire Advisors, LLC2,033$295K<0.01%new13F-HRTimeline
PUZO MICHAEL J1,700$247K0.06%-1,70013F-HRTimeline
Vermillion Wealth Management, Inc.1,287$187K0.04%new13F-HRTimeline
Coston, McIsaac & Partners389$56K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …122$17.7K<0.01%13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.66$9.5K<0.01%013F-HRTimeline