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VTSAX VNGD MRNGST TS MK IDX FD-ADM

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MFD (fund)

24 managers (24 13F filers) reported a position in VTSAX shares at 2025-06-30, 329,794 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
24
13F filers
24
New
3
Added
5
Reduced
7
Sold out
2
Shares held by filers
329,794

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Disciplina Capital Management LLC64,000$19.5M2.46%new13F-HRTimeline
Fulton Bank, N.A.50,643$7.5M0.28%-21213F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…47,882$7.09M0.3%new13F-HRTimelineGroup
Williams Jones Wealth Management, LLC.28,896$4.28M0.05%-25713F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC21,361$3.16M0.13%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC20,334$3.01M0.02%new13F-HRTimeline
Brooklyn Investment Group18,672$2.76M0.36%+16,44313F-HR/ATimeline
Hemenway Trust Co LLC11,863$1.76M0.14%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC11,182$1.66M0.03%-1,00813F-HRTimeline
RiverFront Investment Group, LLC8,390$1.24M0.02%+2,42213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …7,751$1.15M0.23%13F-HRTimelineGroup
FIRST MERCHANTS CORP4,373$647K0.03%-32413F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV4,361$646K0.13%+113F-HRTimeline
Lester Murray Antman dba SimplyRich3,854$570K0.16%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC3,683$545K0.07%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trivant Custom Portfolio Group, LLC3,219$476K0.26%-50013F-HRTimeline
Dempze Nancy E3,009$445K0.26%-22013F-HRTimeline
U S WEALTH GROUP, LLC.5,757$408K0.32%+3,00813F-HRTimeline
Ethos Financial Group, LLC2,518$373K0.03%+66813F-HRTimeline
CENTRAL BANK & TRUST CO2,263$335K0.05%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,573$233K0.04%013F-HRTimeline
Jackson Creek Investment Advisors LLC1,519$225K0.06%013F-HRTimeline
WOODSTOCK CORP1,502$222K0.02%013F-HRTimeline
Coston, McIsaac & Partners1,189$176K0.05%-2,35313F-HRTimeline