VVIAX VNGD MRGSTR VALUE IDX FD-ADM
FollowVVIAX (fund)
7 managers (7 13F filers) reported a position in VVIAX shares at 2024-09-30, 732,111 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 3
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 732,111
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, Q3 2024
Filers in the available 13F reports with a share position at 2024-09-30, 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. | 340,622 | $23.2M | 0.89% | -13,469 | 13F-HRTimeline |
| Garde Capital, Inc. | 191,271 | $13M | 0.86% | +3,605 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 164,158 | $11.2M | 0.43% | +918 | 13F-HRTimeline |
| Grey Fox Wealth Advisors, LLC | 26,102 | $1.78M | 0.5% | +12,414 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 5,176 | $353K | 0.04% | new | 13F-HRTimeline |
| NORTH STAR ASSET MANAGEMENT INC | 3,127 | $213K | 0.01% | new | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 1,655 | $113K | 0.03% | 13F-HRTimelineGroup |