Vault-13

VANGUARD SMALL CAP INDEX ADM VSMAX

EQUITY FUNDS · Open-End Fund · CUSIP 922908686

14 institutional holders +2 vs Q1 2026
494,184494.2k shares reported held*
$71.7mreported value*
3 new 0 added 6 reduced 0 sold out net sold ≈ $395.9k (-2.7k 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 ≈ $145.14.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 22: 13Q4 22: 13Q1 23: 13Q2 23: 14Q3 23: 13Q4 23: 15Q1 24: 13Q2 24: 16Q3 24: 16Q4 24: 15Q1 25: 15Q2 25: 11Q3 25: 11Q4 25: 13Q1 26: 12Q2 26: 1414Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202213
Q4 202213
Q1 202313
Q2 202314
Q3 202313
Q4 202315
Q1 202413
Q2 202416
Q3 202416
Q4 202415
Q1 202515
Q2 202511
Q3 202511
Q4 202513
Q1 202612
Q2 202614

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q3 24: 5 bought or addedQ3 24: 6 cut or sold outQ4 24: 5 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 8 cut or sold outQ2 25: 5 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 4 bought or addedQ3 25: 7 cut or sold outQ4 25: 7 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 7 cut or sold outQ2 26: 3 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202456
Q4 202457
Q1 202558
Q2 202559
Q3 202547
Q4 202574
Q1 202657
Q2 202636

Biggest buyers

YOUSIF CAPITAL MANAGEMENT, LLC New +3,952+4.0k
Wealthspire Advisors, LLC New +2,033+2.0k
Vermillion Wealth Management, Inc. New +1,287+1.3k

Biggest sellers

FIRST MERCHANTS CORP Reduced -7,115-7.1k
PUZO MICHAEL J Reduced -1,700-1.7k
Fulton Bank, N.A. Reduced -798-798
NORTH STAR ASSET MANAGEMENT INC Reduced -273-273
Williams Jones Wealth Management, LLC. Reduced -100-100
NEVILLE RODIE & SHAW INC Reduced -14-14

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fulton Bank, N.A. 1.19% of their portfolio Lancaster, PA 268,221268.2k $38.9m $38.9m 1.19% Reduced -798 -798
2 FIRST MERCHANTS CORP 0.94% of their portfolio Muncie, IN 183,136183.1k $26.6m $26.6m 0.94% Reduced -7.1k -7,115
3 NEVILLE RODIE & SHAW INC 0.12% of their portfolio NEW YORK, NY 12,99513.0k $1.9m $1.9m 0.12% Reduced -14 -14
4 NORTH STAR ASSET MANAGEMENT INC 0.05% of their portfolio NEENAH, WI 9,5429.5k $1.4m $1.4m 0.05% Reduced -273 -273
5 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 3,9524.0k $573.6k $573.6k 0.01% New
6 Arvest Bank Trust Division 0.03% of their portfolio DEWEY, OK 3,7883.8k $549.9k $549.9k 0.03% Unchanged
7 Dempze Nancy E 0.25% of their portfolio BOSTON, MA 3,5903.6k $521.1k $521.1k 0.25% Unchanged
8 Williams Jones Wealth Management, LLC. 0.01% of their portfolio NEW YORK, NY 3,3633.4k $488.1k $488.1k 0.01% Reduced -100 -100
9 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 2,0332.0k $295.1k $295.1k 0.00% New
10 PUZO MICHAEL J 0.06% of their portfolio BOSTON, MA 1,7001.7k $246.7k $246.7k 0.06% Reduced -1.7k -1,700
11 Vermillion Wealth Management, Inc. 0.04% of their portfolio ROSEMOUNT, MN 1,2871.3k $186.8k $186.8k 0.04% New
12 Coston, McIsaac & Partners 0.01% of their portfolio BAR HARBOR, ME 389389 $56.0k $56.0k 0.01% Unchanged
13 Financial Gravity Companies, Inc. 0.00% of their portfolio Lakeway, TX 122122 $17.7k $17.7k 0.00% First filing
14 OAKWORTH CAPITAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 6666 $9.5k $9.5k 0.00% Unchanged