Vault-13

VANGUARD MID CAP INDEX ADMIRAL VIMAX

COM · Open-End Fund · CUSIP 922908645

12 institutional holders +1 vs Q1 2024
313,081313.1k shares reported held*
$93.9mreported value*
4 new 4 added 2 reduced 3 sold out net bought ≈ $50.8m (+169.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $299.86.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 9Q4 22: 9Q1 23: 8Q2 23: 10Q3 23: 11Q4 23: 12Q1 24: 11Q2 24: 1212Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20229
Q4 20229
Q1 20238
Q2 202310
Q3 202311
Q4 202312
Q1 202411
Q2 202412

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q4 22: 3 bought or addedQ4 22: 4 cut or sold outQ4 22Q1 23: 3 bought or addedQ1 23: 3 cut or sold outQ2 23: 4 bought or addedQ2 23: 2 cut or sold outQ2 23Q3 23: 6 bought or addedQ3 23: 3 cut or sold outQ4 23: 5 bought or addedQ4 23: 4 cut or sold outQ4 23Q1 24: 5 bought or addedQ1 24: 7 cut or sold outQ2 24: 8 bought or addedQ2 24: 5 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202234
Q1 202333
Q2 202342
Q3 202363
Q4 202354
Q1 202457
Q2 202485

Biggest buyers

FIRST MERCHANTS CORP New +170,927+170.9k
GREAT LAKES ADVISORS, LLC New +1,724+1.7k
RFP Financial Group LLC New +841+841
ORG Partners LLC New +318+318
Fifth Third Wealth Advisors LLC Added +227+227
Grey Fox Wealth Advisors, LLC Added +39+39
ARVEST TRUST CO N A Added +26+26
TWIN CAPITAL MANAGEMENT INC Added +4+4

Biggest sellers

TOWER BRIDGE ADVISORS Sold out -3,074-3.1k
Fulton Bank, N.A. Reduced -676-676
Violich Capital Management, Inc. Sold out -663-663
Estabrook Capital Management Sold out -101-101
Williams Jones Wealth Management, LLC. Reduced -22-22

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIRST MERCHANTS CORP 2.06% of their portfolio Muncie, IN 170,927170.9k $51.3m $51.3m 2.06% New
2 Fulton Bank, N.A. 1.50% of their portfolio Lancaster, PA 124,025124.0k $37.2m $37.2m 1.50% Reduced -676 -676
3 Fifth Third Wealth Advisors LLC 0.11% of their portfolio Cincinnati, OH 4,9064.9k $1.5m $1.5m 0.11% Added +227 +227
4 NORTH STAR ASSET MANAGEMENT INC 0.04% of their portfolio NEENAH, WI 2,5012.5k $750.1k $750.1k 0.04% Unchanged
5 Williams Jones Wealth Management, LLC. 0.01% of their portfolio NEW YORK, NY 1,8961.9k $568.5k $568.5k 0.01% Reduced -22 -22
6 GREAT LAKES ADVISORS, LLC 0.00% of their portfolio CHICAGO, IL 1,7241.7k $517.0k $517.0k 0.00% New
7 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.00% of their portfolio NEW YORK, NY 1,6681.7k $500.3k $500.3k 0.00% Unchanged
8 Grey Fox Wealth Advisors, LLC 0.17% of their portfolio ROCKLAND, DE 1,6231.6k $486.7k $486.7k 0.17% Added +39 +39
9 ARVEST TRUST CO N A 0.03% of their portfolio ROGERS, AR 1,5561.6k $466.9k $466.9k 0.03% Added +26 +26
10 TWIN CAPITAL MANAGEMENT INC 0.04% of their portfolio MCMURRAY, PA 1,0961.1k $328.6k $328.6k 0.04% Added +4 +4
11 RFP Financial Group LLC 0.09% of their portfolio ATLANTA, GA 841841 $252.2k $252.2k 0.09% New
12 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 318318 $94.9k $94.9k 0.01% New