VSMAX VANGRD MRGSTR SML CP IDX-ADM
FollowMFD (fund)
13 managers (13 13F filers) reported a position in VSMAX shares at 2025-12-31, 523,781 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 13
- 13F filers
- 13
- New
- 3
- Added
- 4
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 523,781
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 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 276,501 | $34.2M | 1.18% | +7,825 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 200,162 | $24.7M | 0.92% | -9,129 | 13F-HRTimeline |
| NEVILLE RODIE & SHAW INC | 13,701 | $1.69M | 0.12% | +17 | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 9,515 | $1.18M | 0.05% | +148 | 13F-HRTimeline |
| Kohmann Bosshard Financial Services, LLC | 5,943 | $734K | 0.07% | new | 13F-HRTimeline |
| Arvest Bank Trust Division | 3,788 | $468K | 0.03% | 0 | 13F-HRTimeline |
| Dempze Nancy E | 3,590 | $444K | 0.23% | -328 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 3,562 | $440K | <0.01% | -121 | 13F-HRTimeline |
| RFP Financial Group LLC | 2,860 | $353K | 0.17% | new | 13F-HRTimeline |
| Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS… | 2,273 | $281K | 0.01% | new | 13F-HRTimelineGroup |
| PUZO MICHAEL J | 1,700 | $210K | 0.06% | 0 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 121 | $14.9K | <0.01% | +1 | 13F-HRTimelineGroup |
| OAKWORTH CAPITAL, INC. | 65 | $8.07K | <0.01% | 0 | 13F-HRTimeline |