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VTSAX VNGD MRNGST TS MK IDX FD-ADM

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MFD (fund)

23 managers (23 13F filers) reported a position in VTSAX shares at 2024-12-31, 395,863 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
23
13F filers
23
New
1
Added
9
Reduced
5
Sold out
2
Shares held by filers
395,863

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
Garde Capital, Inc.203,966$28.8M1.9%+71013F-HRTimeline
Fulton Bank, N.A.51,065$7.2M0.28%-25413F-HRTimeline
Williams Jones Wealth Management, LLC.29,350$4.14M0.05%+1,41713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC23,023$3.25M0.14%+1,20613F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…13,213$1.86M0.1%new13F-HRTimelineGroup
Hemenway Trust Co LLC11,863$1.67M0.14%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,551$1.63M0.03%+3,22513F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …7,701$1.09M0.25%+2513F-HRTimelineGroup
RiverFront Investment Group, LLC5,968$842K0.02%+2,31613F-HRTimeline
FIRST MERCHANTS CORP5,018$708K0.03%-20313F-HRTimeline
Lester Murray Antman dba SimplyRich4,746$669K0.19%013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,713$524K0.11%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC3,673$518K0.07%-3,17213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coston, McIsaac & Partners3,492$492K0.15%-6913F-HRTimeline
Dempze Nancy E3,229$455K0.26%-25013F-HRTimeline
CENTRAL BANK & TRUST CO2,825$398K0.06%013F-HRTimeline
U S WEALTH GROUP, LLC.2,739$386K0.29%13F-HRTimeline
WOODSTOCK CORP1,852$261K0.03%013F-HRTimeline
Ethos Financial Group, LLC1,850$261K0.03%+113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,773$250K0.03%+64013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,573$222K0.04%013F-HRTimeline
Jackson Creek Investment Advisors LLC1,519$214K0.06%013F-HRTimeline
Fairfield Financial Advisors, LTD161$22.7K0.01%+113F-HRTimeline