VVIAX VNGD MRGSTR VALUE IDX FD-ADM
FollowVVIAX (fund)
9 managers (9 13F filers) reported a position in VVIAX shares at 2026-06-30, 523,008 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 2
- Added
- 1
- Reduced
- 2
- Sold out
- 0
- Shares held by filers
- 523,008
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 2026
Filers in the available 13F reports with a share position at 2026-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 300,286 | $25.5M | 0.78% | -2,364 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 128,381 | $10.9M | 0.38% | -9,715 | 13F-HRTimeline |
| Grey Fox Wealth Advisors, LLC | 78,873 | $3.76M | 0.59% | +1,542 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 4,705 | $400K | 0.24% | 0 | 13F-HRTimeline |
| Financial Concepts Unlimited, Inc. | 4,492 | $382K | 0.3% | 0 | 13F-HRTimeline |
| Park Place Capital Corp | 3,116 | $265K | 0.04% | new | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 2,544 | $216K | 0.01% | new | 13F-HRTimeline |
| Coston, McIsaac & Partners | 341 | $29K | 0.01% | 0 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 270 | $23K | <0.01% | 13F-HRTimelineGroup |