VVIAX VNGD MRGSTR VALUE IDX FD-ADM
FollowVVIAX (fund)
7 managers (7 13F filers) reported a position in VVIAX shares at 2024-12-31, 751,888 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 3
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 751,888
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 2024
Filers in the available 13F reports with a share position at 2024-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 333,865 | $22M | 0.85% | -6,757 | 13F-HRTimeline |
| Garde Capital, Inc. | 200,891 | $13.3M | 0.88% | +9,620 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 161,371 | $10.7M | 0.41% | -2,787 | 13F-HRTimeline |
| Grey Fox Wealth Advisors, LLC | 31,611 | $2.09M | 0.57% | +5,509 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17,780 | $1.17M | 0.02% | new | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 4,705 | $311K | 0.04% | -471 | 13F-HRTimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 1,665 | $110K | 0.03% | +10 | 13F-HRTimelineGroup |