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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 2025-12-31, 239,587 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
23
New
4
Added
7
Reduced
6
Sold out
4
Shares held by filers
239,587

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.

HolderSharesValue% of portfolioChangeSource
Disciplina Capital Management LLC62,205$20.9M2.39%-4,29013F-HRTimeline
Fulton Bank, N.A.50,304$8.21M0.28%+43813F-HRTimeline
Williams Jones Wealth Management, LLC.28,696$4.68M0.05%-10013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC21,376$3.49M0.14%-613F-HRTimeline
Hemenway Trust Co LLC11,863$1.94M0.15%013F-HRTimeline
Arvest Bank Trust Division10,886$1.78M0.1%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC10,554$1.72M0.03%-62813F-HRTimeline
Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS…8,207$1.34M0.05%-37,00413F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7,794$1.27M0.24%+2213F-HRTimelineGroup
ROWLANDMILLER & PARTNERS.ADV4,537$741K0.14%+17413F-HRTimeline
FIRST MERCHANTS CORP4,201$686K0.03%+14913F-HRTimeline
Dempze Nancy E2,887$471K0.25%-12213F-HRTimeline
U S WEALTH GROUP, LLC.2,773$453K0.3%+813F-HRTimeline
Ethos Financial Group, LLC2,520$411K0.03%+113F-HRTimeline
CENTRAL BANK & TRUST CO2,263$369K0.06%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,573$257K0.04%013F-HRTimeline
NEVILLE RODIE & SHAW INC1,547$253K0.02%new13F-HRTimeline
WOODSTOCK CORP1,502$245K0.02%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1,392$227K0.02%new13F-HRTimeline
Coston, McIsaac & Partners1,193$194K0.05%+213F-HRTimeline
McMillan Office, Inc.979$160K0.02%13F-HRTimeline
Motiv8 Investments LLC178$29K0.02%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS157$25.7K0.01%new13F-HRTimeline