VVIAX VNGD MRGSTR VALUE IDX FD-ADM
FollowVVIAX (fund)
8 managers (8 13F filers) reported a position in VVIAX shares at 2025-03-31, 554,072 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 2
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 554,072
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 2025
Filers in the available 13F reports with a share position at 2025-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 332,546 | $22.4M | 0.9% | -1,319 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 156,288 | $10.5M | 0.42% | -5,083 | 13F-HRTimeline |
| Grey Fox Wealth Advisors, LLC | 33,584 | $2.26M | 0.6% | +1,973 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17,214 | $1.16M | 0.02% | -566 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 5,820 | $392K | 0.05% | +1,115 | 13F-HRTimeline |
| Williams Jones Wealth Management, LLC. | 5,016 | $338K | <0.01% | new | 13F-HRTimeline |
| Brooklyn Investment Group | 2,739 | $185K | 0.04% | new | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 865 | $58.3K | 0.01% | 13F-HRTimelineGroup |