Vault-13

VANGUARD 500 INDEX ADMIRAL VFIAX

COM · Open-End Fund · CUSIP 922908710

50 institutional holders +7 vs Q4 2024
585,912585.9k shares reported held*
$302.0mreported value*
10 new 14 added 13 reduced 4 sold out net sold ≈ $20.2m (-36.4k 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 ≈ $515.48.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 34Q4 22: 38Q1 23: 38Q2 23: 39Q3 23: 39Q4 23: 43Q1 24: 40Q2 24: 42Q3 24: 40Q4 24: 43Q1 25: 5050Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202234
Q4 202238
Q1 202338
Q2 202339
Q3 202339
Q4 202343
Q1 202440
Q2 202442
Q3 202440
Q4 202443
Q1 202550

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 23: 18 bought or addedQ2 23: 18 cut or sold outQ3 23: 24 bought or addedQ3 23: 14 cut or sold outQ3 23Q4 23: 21 bought or addedQ4 23: 17 cut or sold outQ1 24: 18 bought or addedQ1 24: 20 cut or sold outQ1 24Q2 24: 19 bought or addedQ2 24: 19 cut or sold outQ3 24: 16 bought or addedQ3 24: 19 cut or sold outQ3 24Q4 24: 23 bought or addedQ4 24: 14 cut or sold outQ1 25: 24 bought or addedQ1 25: 17 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231818
Q3 20232414
Q4 20232117
Q1 20241820
Q2 20241919
Q3 20241619
Q4 20242314
Q1 20252417

Biggest buyers

Vermillion Wealth Management, Inc. New +7,295+7.3k
Grey Fox Wealth Advisors, LLC Added +4,779+4.8k
Kohmann Bosshard Financial Services, LLC New +3,813+3.8k
Fulton Bank, N.A. Added +3,336+3.3k
Blue Edge Capital, LLC New +2,294+2.3k
NORTH STAR ASSET MANAGEMENT INC Added +1,819+1.8k
Hurley Capital, LLC New +1,100+1.1k
BECK MACK & OLIVER LLC New +1,036+1.0k
Jackson Wealth Management, LLC New +862+862
Williams Jones Wealth Management, LLC. Added +430+430

Biggest sellers

Fifth Third Wealth Advisors LLC Sold out -28,842-28.8k
Garde Capital, Inc. Sold out -26,375-26.4k
PARTNERS CAPITAL INVESTMENT GROUP, LLP Reduced -5,454-5.5k
TUCKER ASSET MANAGEMENT LLC Sold out -2,018-2.0k
Arvest Bank Trust Division Reduced -547-547
FIRST MERCHANTS CORP Reduced -507-507
RIVERBRIDGE PARTNERS LLC Reduced -444-444
THOMAS STORY & SON LLC Sold out -312-312
Grassi Investment Management Reduced -215-215
Coston, McIsaac & Partners Reduced -110-110

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIRST MERCHANTS CORP 4.34% of their portfolio Muncie, IN 210,240210.2k $108.8m $108.8m 4.34% Reduced -507 -507
2 Fulton Bank, N.A. 2.77% of their portfolio Lancaster, PA 132,473132.5k $68.6m $68.6m 2.77% Added +3.3k +3,336
3 PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.49% of their portfolio BOSTON, MA 56,28756.3k $29.1m $29.1m 0.49% Reduced -5.5k -5,454
4 Arvest Bank Trust Division 1.07% of their portfolio DEWEY, OK 32,81232.8k $17.0m $17.0m 1.07% Reduced -547 -547
5 Hemenway Trust Co LLC 0.90% of their portfolio SALEM, NH 21,36021.4k $11.1m $11.1m 0.90% Reduced -58 -58
6 NORTH STAR ASSET MANAGEMENT INC 0.34% of their portfolio NEENAH, WI 14,47614.5k $7.5m $7.5m 0.34% Added +1.8k +1,819
7 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.13% of their portfolio PORTLAND, OR 12,79612.8k $6.6m $6.6m 0.13% Added +1 +1
8 GREAT LAKES ADVISORS, LLC 0.05% of their portfolio CHICAGO, IL 9,9009.9k $5.1m $5.1m 0.05% Added +374 +374
9 Williams Jones Wealth Management, LLC. 0.06% of their portfolio NEW YORK, NY 9,8209.8k $5.1m $5.1m 0.06% Added +430 +430
10 Vermillion Wealth Management, Inc. 1.11% of their portfolio ROSEMOUNT, MN 7,2957.3k $3.8m $3.8m 1.11% New
11 RIVERBRIDGE PARTNERS LLC 0.06% of their portfolio MINNEAPOLIS, MN 7,1957.2k $3.7m $3.7m 0.06% Reduced -444 -444
12 NEVILLE RODIE & SHAW INC 0.27% of their portfolio NEW YORK, NY 6,5856.6k $3.4m $3.4m 0.27% Added +399 +399
13 Grey Fox Wealth Advisors, LLC 0.52% of their portfolio ROCKLAND, DE 6,4366.4k $2.0m $2.0m 0.52% Added +4.8k +4,779
14 RiverFront Investment Group, LLC 0.06% of their portfolio RICHMOND, VA 4,9374.9k $2.6m $2.6m 0.06% Added +11 +11
15 NORTHSTAR ASSET MANAGEMENT Co 0.60% of their portfolio BLUE BELL, PA 4,7934.8k $2.5m $2.5m 0.60% Added +10 +10
16 MOODY LYNN LIEBERSON & WALKER, LLC 0.15% of their portfolio BOSTON, MA 4,5754.6k $2.4m $2.4m 0.15% Unchanged
17 CARDEROCK CAPITAL MANAGEMENT INC 0.60% of their portfolio CHEVY CHASE, MD 4,3524.4k $2.3m $2.3m 0.60% Reduced -97 -97
18 CARRET ASSET MANAGEMENT, LLC 0.23% of their portfolio NEW YORK, NY 3,8493.8k $2.0m $2.0m 0.23% Added +110 +110
19 Kohmann Bosshard Financial Services, LLC 0.23% of their portfolio FAIRLAWN, OH 3,8133.8k $2.0m $2.0m 0.23% New
20 RFP Financial Group LLC 0.53% of their portfolio ATLANTA, GA 2,5662.6k $1.3m $1.3m 0.53% Unchanged
21 Violich Capital Management, Inc. 0.17% of their portfolio MILL VALLEY, CA 2,4662.5k $1.3m $1.3m 0.17% Added +12 +12
22 Blue Edge Capital, LLC 0.19% of their portfolio RICHMOND, VA 2,2942.3k $1.2m $1.2m 0.19% New
23 BRAUN STACEY ASSOCIATES INC 0.05% of their portfolio NEW YORK, NY 2,2262.2k $1.2m $1.2m 0.05% Reduced -92 -92
24 Coston, McIsaac & Partners 0.33% of their portfolio BAR HARBOR, ME 2,1902.2k $1.1m $1.1m 0.33% Reduced -110 -110
25 Ethos Financial Group, LLC 0.11% of their portfolio KING OF PRUSSIA, PA 2,1312.1k $1.2m $1.2m 0.11% Unchanged
26 PROFESSIONAL ADVISORY SERVICES INC 0.14% of their portfolio VERO BEACH, FL 1,9662.0k $1.0m $1.0m 0.14% Unchanged
27 Redwood Wealth Management Group, LLC 0.38% of their portfolio MEDFORD, NJ 1,4261.4k $738.3k $738.3k 0.38% Added +5 +5
28 Wallington Asset Management, LLC 0.10% of their portfolio Indianapolis, IN 1,3971.4k $723.2k $723.2k 0.10% Added +239 +239
29 NORTH POINT PORTFOLIO MANAGERS CORP/OH 0.12% of their portfolio ORANGE VILLAGE, OH 1,3121.3k $679.4k $679.4k 0.12% Unchanged
30 Dempze Nancy E 0.35% of their portfolio BOSTON, MA 1,1101.1k $574.7k $574.7k 0.35% Reduced -70 -70
31 Sequent Asset Management, LLC 0.32% of their portfolio HOUSTON, TX 1,1041.1k $571.4k $571.4k 0.32% Unchanged
32 Hurley Capital, LLC 0.43% of their portfolio NEW YORK, NY 1,1001.1k $569.7k $569.7k 0.43% New
33 BECK MACK & OLIVER LLC 0.01% of their portfolio NEW YORK, NY 1,0361.0k $536.6k $536.6k 0.01% New
34 Grassi Investment Management 0.05% of their portfolio SANTA CLARA, CA 952952 $493.0k $493.0k 0.05% Reduced -215 -215
35 CHICKASAW CAPITAL MANAGEMENT LLC 0.02% of their portfolio MEMPHIS, TN 900900 $466.0k $466.0k 0.02% Reduced -90 -90
36 Jackson Wealth Management, LLC 0.05% of their portfolio LAKE MARY, FL 862862 $446.0k $446.0k 0.05% New
37 ZEVIN ASSET MANAGEMENT LLC 0.07% of their portfolio BOSTON, MA 827827 $428.0k $428.0k 0.07% Unchanged
38 Constant Guidance Financial LLC 0.44% of their portfolio ATTLEBORO FALLS, MA 668668 $345.9k $345.9k 0.44% Added +153 +153
39 Fairfield Financial Advisors, LTD 0.12% of their portfolio WELLESLEY, MA 626626 $323.8k $323.8k 0.12% Reduced -96 -96
40 O'Brien Greene & Co. Inc 0.09% of their portfolio MEDIA, PA 515515 $266.7k $266.7k 0.09% Unchanged
41 Kidder Stephen W 0.06% of their portfolio BOSTON, MA 400400 $207.1k $207.1k 0.06% Unchanged
42 PSI Advisors, LLC 0.06% of their portfolio TAMPA, FL 380380 $196.9k $196.9k 0.06% New
43 eCIO, Inc. 0.06% of their portfolio MADISON, WI 362362 $187.2k $187.2k 0.06% First filing
44 Estabrook Capital Management 0.02% of their portfolio NEW YORK, NY 271271 $140.3k $140.3k 0.02% Unchanged
45 ROWLANDMILLER & PARTNERS.ADV 0.03% of their portfolio ATLANTA, GA 243243 $125.9k $125.9k 0.03% New
46 Financial Gravity Asset Management, Inc. 0.03% of their portfolio Lakeway, TX 231231 $119.8k $119.8k 0.03% First filing
47 Ascentis Wealth Management, LLC 0.03% of their portfolio DALLAS, TX 194194 $101.2k $101.2k 0.03% New
48 Brooklyn Investment Group 0.01% of their portfolio NEW YORK, NY 116116 $59.8k $59.8k 0.01% Reduced -6 -6
49 Game Plan Financial Advisors, LLC 0.01% of their portfolio WESTLAKE, OH 2626 $13.3k $13.3k 0.01% Unchanged
50 Trivant Custom Portfolio Group, LLC 0.01% of their portfolio SAN DIEGO, CA 2121 $11.1k $11.1k 0.01% New