VSMAX VANGRD MRGSTR SML CP IDX-ADM
FollowMFD (fund)
11 managers (11 13F filers) reported a position in VSMAX shares at 2025-06-30, 561,566 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 2
- Added
- 3
- Reduced
- 3
- Sold out
- 6
- Shares held by filers
- 561,566
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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 280,417 | $31.9M | 1.18% | -12,565 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 218,673 | $24.8M | 0.96% | -17,839 | 13F-HRTimeline |
| Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS… | 25,246 | $2.87M | 0.12% | new | 13F-HRTimelineGroup |
| NEVILLE RODIE & SHAW INC | 14,293 | $1.62M | 0.12% | +931 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 9,462 | $1.07M | 0.05% | +260 | 13F-HRTimeline |
| Dempze Nancy E | 3,918 | $445K | 0.26% | +500 | 13F-HRTimeline |
| Arvest Bank Trust Division | 3,788 | $430K | 0.03% | -1,290 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 3,682 | $418K | 0.01% | 0 | 13F-HRTimeline |
| GREAT LAKES ADVISORS, LLC | 1,767 | $201K | <0.01% | new | 13F-HRTimeline |
| Estabrook Capital Management | 200 | $22.7K | <0.01% | 0 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 120 | $13.6K | <0.01% | 13F-HRTimelineGroup |