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MFD (fund)

24 managers (24 13F filers) reported a position in VTSAX shares at 2026-03-31, 326,934 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
24
13F filers
24
New
6
Added
9
Reduced
2
Sold out
4
Shares held by filers
326,934

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.

HolderSharesValue% of portfolioChangeSource
Disciplina Capital Management LLC62,205$20M2.11%013F-HRTimeline
GREAT LAKES ADVISORS, LLC74,893$11.7M0.1%new13F-HRTimeline
Fulton Bank, N.A.50,392$7.87M0.28%+8813F-HRTimeline
Williams Jones Wealth Management, LLC.32,016$5M0.06%+3,32013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC21,972$3.43M0.15%+59613F-HRTimeline
McIlrath & Eck, LLC13,870$2.17M0.16%new13F-HRTimeline
Hemenway Trust Co LLC11,863$1.85M0.15%013F-HRTimeline
Arvest Bank Trust Division10,886$1.7M0.09%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …7,818$1.22M0.22%+2413F-HRTimelineGroup
Ethos Financial Group, LLC6,877$1.07M0.08%+4,35713F-HRTimeline
FIRST MERCHANTS CORP4,043$632K0.02%-15813F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV3,856$603K0.12%-68113F-HRTimeline
Lester Murray Antman dba SimplyRich3,854$602K0.15%new13F-HRTimeline
Trivant Custom Portfolio Group, LLC3,219$503K0.28%new13F-HRTimeline
Dempze Nancy E2,887$451K0.25%013F-HRTimeline
U S WEALTH GROUP, LLC.2,782$435K0.29%+913F-HRTimeline
CENTRAL BANK & TRUST CO2,263$354K0.06%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC2,091$327K0.13%new13F-HRTimeline
Violich Capital Management, Inc.2,000$312K0.04%new13F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH1,920$300K0.05%+34713F-HRTimeline
NEVILLE RODIE & SHAW INC1,551$242K0.02%+413F-HRTimeline
WOODSTOCK CORP1,502$235K0.02%013F-HRTimeline
Coston, McIsaac & Partners1,195$186K0.04%+213F-HRTimeline
McMillan Office, Inc.979$153K0.02%013F-HRTimeline