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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 2025-03-31, 198,603 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
23
New
4
Added
5
Reduced
7
Sold out
4
Shares held by filers
198,603

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Fulton Bank, N.A.50,855$6.8M0.27%-21013F-HRTimeline
Williams Jones Wealth Management, LLC.29,153$3.9M0.05%-19713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC21,361$2.86M0.13%-1,66213F-HRTimeline
Hurley Capital, LLC18,151$2.43M1.84%new13F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC12,190$1.63M0.03%+63913F-HRTimeline
Hemenway Trust Co LLC11,863$1.59M0.13%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7,728$1.03M0.23%13F-HRTimelineGroup
RiverFront Investment Group, LLC5,968$798K0.02%013F-HRTimeline
FIRST MERCHANTS CORP4,697$628K0.03%-32113F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,360$583K0.12%+64713F-HRTimeline
Lester Murray Antman dba SimplyRich3,854$515K0.15%-89213F-HRTimeline
Trivant Custom Portfolio Group, LLC3,719$497K0.29%new13F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC3,683$493K0.07%+1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coston, McIsaac & Partners3,542$473K0.14%+5013F-HRTimeline
Dempze Nancy E3,229$432K0.26%013F-HRTimeline
U S WEALTH GROUP, LLC.2,749$368K0.29%+1013F-HRTimeline
CENTRAL BANK & TRUST CO2,263$303K0.05%-56213F-HRTimeline
Brooklyn Investment Group2,229$298K0.06%new13F-HRTimeline
Ethos Financial Group, LLC1,850$261K0.02%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,573$210K0.04%013F-HRTimeline
Jackson Creek Investment Advisors LLC1,519$203K0.06%013F-HRTimeline
WOODSTOCK CORP1,502$201K0.02%-35013F-HRTimeline
Vermillion Wealth Management, Inc.565$75.6K0.02%new13F-HRTimeline