VVIAX VNGD MRGSTR VALUE IDX FD-ADM
FollowVVIAX (fund)
8 managers (8 13F filers) reported a position in VVIAX shares at 2025-06-30, 573,447 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 1
- Added
- 3
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 573,447
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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. | 316,830 | $21.8M | 0.81% | -15,716 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 155,362 | $10.7M | 0.41% | -926 | 13F-HRTimeline |
| Fifth Third Wealth Advisors LLCin group FIFTH THIRD BANK, NATIONAL AS… | 40,526 | $2.79M | 0.12% | new | 13F-HRTimelineGroup |
| Grey Fox Wealth Advisors, LLC | 34,775 | $2.4M | 0.57% | +1,191 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17,226 | $1.19M | 0.02% | +12 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 4,705 | $324K | 0.04% | -1,115 | 13F-HRTimeline |
| Brooklyn Investment Group | 3,660 | $252K | 0.03% | +921 | 13F-HR/ATimeline |
| Financial Gravity Companies, Inc.in group Financial Gravity Companies, … | 363 | $25K | <0.01% | 13F-HRTimelineGroup |