VVIAX VNGD MRGSTR VALUE IDX FD-ADM
FollowVVIAX (fund)
6 managers (6 13F filers) reported a position in VVIAX shares at 2025-12-31, 550,048 shares in all. 0 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 0
- Added
- 2
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 550,048
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 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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. | 306,135 | $22.8M | 0.79% | -8,108 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 146,286 | $10.9M | 0.4% | -5,112 | 13F-HRTimeline |
| Grey Fox Wealth Advisors, LLC | 75,368 | $3.17M | 0.65% | +937 | 13F-HRTimeline |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17,248 | $1.29M | 0.02% | +11 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 4,705 | $351K | 0.03% | 0 | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 306 | $22.8K | <0.01% | -59 | 13F-HRTimelineGroup |