VSMAX VANGRD MRGSTR SML CP IDX-ADM
FollowMFD (fund)
11 managers (11 13F filers) reported a position in VSMAX shares at 2025-09-30, 515,566 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 3
- Added
- 1
- Reduced
- 4
- Sold out
- 3
- Shares held by filers
- 515,566
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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. | 268,676 | $32.7M | 1.14% | -11,741 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 209,291 | $25.5M | 0.96% | -9,382 | 13F-HRTimeline |
| NEVILLE RODIE & SHAW INC | 13,684 | $1.67M | 0.12% | -609 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 9,367 | $1.14M | 0.05% | -95 | 13F-HRTimeline |
| Dempze Nancy E | 3,918 | $477K | 0.26% | 0 | 13F-HRTimeline |
| Arvest Bank Trust Division | 3,788 | $462K | 0.03% | 0 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 3,683 | $449K | 0.01% | +1 | 13F-HRTimeline |
| PUZO MICHAEL J | 1,700 | $207K | 0.06% | new | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 1,274 | $155K | 0.04% | new | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 120 | $14.7K | <0.01% | 13F-HRTimelineGroup | |
| OAKWORTH CAPITAL, INC. | 65 | $7.93K | <0.01% | new | 13F-HRTimeline |