VSMAX VANGRD MRGSTR SML CP IDX-ADM

MFD (fund)

12 managers (12 13F filers) reported a position in VSMAX shares at 2026-03-31, 498,211 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers: 12
13F filers: 12
New: 2
Added: 3
Reduced: 4
Sold out: 3
Shares held by filers: 498,211

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.	269,019	$33.8M	1.19%	-7,482	13F-HR Timeline
FIRST MERCHANTS CORP	190,251	$23.9M	0.91%	-9,911	13F-HR Timeline
NEVILLE RODIE & SHAW INC	13,009	$1.63M	0.12%	-692	13F-HR Timeline
NORTH STAR ASSET MANAGEMENT INC	9,815	$1.23M	0.05%	+300	13F-HR Timeline
Arvest Bank Trust Division	3,788	$475K	0.03%	0	13F-HR Timeline
Dempze Nancy E	3,590	$450K	0.25%	0	13F-HR Timeline
Williams Jones Wealth Management, LLC.	3,463	$434K	0.01%	-99	13F-HR Timeline
PUZO MICHAEL J	3,400	$427K	0.12%	+1,700	13F-HR Timeline
McIlrath & Eck, LLC	1,300	$163K	0.01%	new	13F-HR Timeline
Coston, McIsaac & Partners	389	$48K	0.01%	new	13F-HR Timeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …	121	$15.2K	<0.01%	0	13F-HR Timeline Group
OAKWORTH CAPITAL, INC.	66	$8.23K	<0.01%	+1	13F-HR Timeline