VVIAX VNGD MRGSTR VALUE IDX FD-ADM
FollowVVIAX (fund)
7 managers (7 13F filers) reported a position in VVIAX shares at 2026-03-31, 527,884 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 1
- Reduced
- 3
- Sold out
- 1
- Shares held by filers
- 527,884
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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. | 302,650 | $23.2M | 0.82% | -3,485 | 13F-HRTimeline |
| FIRST MERCHANTS CORP | 138,096 | $10.6M | 0.4% | -8,190 | 13F-HRTimeline |
| Grey Fox Wealth Advisors, LLC | 77,331 | $3.32M | 0.64% | +1,963 | 13F-HRTimeline |
| Jackson Wealth Management, LLC | 4,705 | $360K | 0.04% | 0 | 13F-HRTimeline |
| Financial Concepts Unlimited, Inc. | 4,492 | $344K | 0.31% | 13F-HRTimeline | |
| Coston, McIsaac & Partners | 341 | $26K | 0.01% | new | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 269 | $20.6K | <0.01% | -37 | 13F-HRTimelineGroup |