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VSMAX VANGRD MRGSTR SML CP IDX-ADM

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MFD (fund)

15 managers (15 13F filers) reported a position in VSMAX shares at 2024-12-31, 701,832 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
15
13F filers
15
New
1
Added
4
Reduced
5
Sold out
2
Shares held by filers
701,832

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
FIRST MERCHANTS CORP300,271$34.6M1.33%-6,80213F-HRTimeline
Fulton Bank, N.A.292,065$33.6M1.3%-8,46113F-HRTimeline
Garde Capital, Inc.49,209$5.67M0.37%-1,66313F-HRTimeline
NEVILLE RODIE & SHAW INC13,601$1.57M0.11%-9213F-HRTimeline
Wallington Asset Management, LLC9,945$1.15M0.17%+49313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC9,421$1.08M0.05%+37613F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…7,929$913K0.05%new13F-HRTimelineGroup
Arvest Bank Trust Division5,078$585K0.04%013F-HRTimeline
Williams Jones Wealth Management, LLC.4,185$482K0.01%+7713F-HRTimeline
Dempze Nancy E3,418$394K0.23%013F-HRTimeline
RFP Financial Group LLC2,860$329K0.13%013F-HRTimeline
GREAT LAKES ADVISORS, LLC2,417$278K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …977$112K0.03%-513F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC256$29.5K<0.01%+113F-HRTimeline
Estabrook Capital Management200$23K<0.01%013F-HRTimeline