Vault-13

VANGUARD 500 INDEX ADMIRAL VFIAX

COM · Open-End Fund · CUSIP 922908710

37 institutional holders -13 vs Q1 2025
538,846538.8k shares reported held*
$308.5mreported value*
2 new 8 added 17 reduced 15 sold out net sold ≈ $25.4m (-47.0k 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 ≈ $572.57.

Trends to Q2 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: 50Q2 25: 3737Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 202537

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 23: 24 bought or addedQ3 23: 14 cut or sold outQ4 23: 21 bought or addedQ4 23: 17 cut or sold outQ4 23Q1 24: 18 bought or addedQ1 24: 20 cut or sold outQ2 24: 19 bought or addedQ2 24: 19 cut or sold outQ2 24Q3 24: 16 bought or addedQ3 24: 19 cut or sold outQ4 24: 23 bought or addedQ4 24: 14 cut or sold outQ4 24Q1 25: 24 bought or addedQ1 25: 17 cut or sold outQ2 25: 10 bought or addedQ2 25: 32 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232414
Q4 20232117
Q1 20241820
Q2 20241919
Q3 20241619
Q4 20242314
Q1 20252417
Q2 20251032

Biggest buyers

Fifth Third Wealth Advisors LLC New +38,751+38.8k
Fulton Bank, N.A. Added +3,051+3.1k
RiverFront Investment Group, LLC Added +1,799+1.8k
Brooklyn Investment Group Added +716+716
Sippican Capital Advisors New +552+552
NEVILLE RODIE & SHAW INC Added +99+99
BRAUN STACEY ASSOCIATES INC Added +75+75
Redwood Wealth Management Group, LLC Added +4+4
Grassi Investment Management Added +3+3
Estabrook Capital Management Added +1+1

Biggest sellers

PARTNERS CAPITAL INVESTMENT GROUP, LLP Sold out -56,287-56.3k
Vermillion Wealth Management, Inc. Sold out -7,295-7.3k
Grey Fox Wealth Advisors, LLC Reduced -4,403-4.4k
Kohmann Bosshard Financial Services, LLC Sold out -3,813-3.8k
RFP Financial Group LLC Sold out -2,566-2.6k
Violich Capital Management, Inc. Sold out -2,466-2.5k
Blue Edge Capital, LLC Sold out -2,294-2.3k
Arvest Bank Trust Division Reduced -2,075-2.1k
Wallington Asset Management, LLC Sold out -1,397-1.4k
Sequent Asset Management, LLC Sold out -1,104-1.1k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIRST MERCHANTS CORP 4.65% of their portfolio Muncie, IN 209,833209.8k $120.1m $120.1m 4.65% Reduced -407 -407
2 Fulton Bank, N.A. 2.87% of their portfolio Lancaster, PA 135,524135.5k $77.6m $77.6m 2.87% Added +3.1k +3,051
3 Fifth Third Wealth Advisors LLC 0.93% of their portfolio Cincinnati, OH 38,75138.8k $22.2m $22.2m 0.93% New
4 Arvest Bank Trust Division 1.03% of their portfolio DEWEY, OK 30,73730.7k $17.6m $17.6m 1.03% Reduced -2.1k -2,075
5 Hemenway Trust Co LLC 0.95% of their portfolio SALEM, NH 21,34021.3k $12.2m $12.2m 0.95% Reduced -20 -20
6 NORTH STAR ASSET MANAGEMENT INC 0.33% of their portfolio NEENAH, WI 13,44913.4k $7.7m $7.7m 0.33% Reduced -1.0k -1,027
7 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.13% of their portfolio PORTLAND, OR 12,52812.5k $7.2m $7.2m 0.13% Reduced -268 -268
8 Williams Jones Wealth Management, LLC. 0.06% of their portfolio NEW YORK, NY 9,4539.5k $5.4m $5.4m 0.06% Reduced -367 -367
9 GREAT LAKES ADVISORS, LLC 0.04% of their portfolio CHICAGO, IL 9,1229.1k $5.2m $5.2m 0.04% Reduced -778 -778
10 RIVERBRIDGE PARTNERS LLC 0.07% of their portfolio MINNEAPOLIS, MN 7,1937.2k $4.1m $4.1m 0.07% Reduced -2 -2
11 RiverFront Investment Group, LLC 0.08% of their portfolio RICHMOND, VA 6,7366.7k $3.9m $3.9m 0.08% Added +1.8k +1,799
12 NEVILLE RODIE & SHAW INC 0.28% of their portfolio NEW YORK, NY 6,6846.7k $3.8m $3.8m 0.28% Added +99 +99
13 MOODY LYNN LIEBERSON & WALKER, LLC 0.15% of their portfolio BOSTON, MA 4,5754.6k $2.6m $2.6m 0.15% Unchanged
14 NORTHSTAR ASSET MANAGEMENT Co 0.58% of their portfolio BLUE BELL, PA 4,4414.4k $2.5m $2.5m 0.58% Reduced -352 -352
15 CARDEROCK CAPITAL MANAGEMENT INC 0.64% of their portfolio CHEVY CHASE, MD 4,3524.4k $2.5m $2.5m 0.64% Unchanged
16 CARRET ASSET MANAGEMENT, LLC 0.23% of their portfolio NEW YORK, NY 3,8253.8k $2.2m $2.2m 0.23% Reduced -24 -24
17 BRAUN STACEY ASSOCIATES INC 0.05% of their portfolio NEW YORK, NY 2,3012.3k $1.3m $1.3m 0.05% Added +75 +75
18 Coston, McIsaac & Partners 0.32% of their portfolio BAR HARBOR, ME 2,1412.1k $1.2m $1.2m 0.32% Reduced -49 -49
19 Ethos Financial Group, LLC 0.10% of their portfolio KING OF PRUSSIA, PA 2,1092.1k $1.2m $1.2m 0.10% Reduced -22 -22
20 Grey Fox Wealth Advisors, LLC 0.28% of their portfolio ROCKLAND, DE 2,0332.0k $1.2m $1.2m 0.28% Reduced -4.4k -4,403
21 PROFESSIONAL ADVISORY SERVICES INC 0.15% of their portfolio VERO BEACH, FL 1,9662.0k $1.1m $1.1m 0.15% Unchanged
22 Redwood Wealth Management Group, LLC 0.37% of their portfolio MEDFORD, NJ 1,4301.4k $818.9k $818.9k 0.37% Added +4 +4
23 NORTH POINT PORTFOLIO MANAGERS CORP/OH 0.13% of their portfolio ORANGE VILLAGE, OH 1,3121.3k $751.5k $751.5k 0.13% Unchanged
24 Grassi Investment Management 0.04% of their portfolio SANTA CLARA, CA 955955 $547.0k $547.0k 0.04% Added +3 +3
25 Dempze Nancy E 0.30% of their portfolio BOSTON, MA 920920 $526.8k $526.8k 0.30% Reduced -190 -190
26 Brooklyn Investment Group 0.06% of their portfolio NEW YORK, NY 832832 $476.1k $476.1k 0.06% Added +716 +716
27 BECK MACK & OLIVER LLC 0.01% of their portfolio NEW YORK, NY 780780 $446.7k $446.7k 0.01% Reduced -256 -256
28 CHICKASAW CAPITAL MANAGEMENT LLC 0.01% of their portfolio MEMPHIS, TN 570570 $326.0k $326.0k 0.01% Reduced -330 -330
29 Sippican Capital Advisors 0.23% of their portfolio BOSTON, MA 552552 $316.0k $316.0k 0.23% New
30 O'Brien Greene & Co. Inc 0.10% of their portfolio MEDIA, PA 515515 $294.9k $294.9k 0.10% Unchanged
31 Kidder Stephen W 0.07% of their portfolio BOSTON, MA 400400 $229.0k $229.0k 0.07% Unchanged
32 Jackson Wealth Management, LLC 0.02% of their portfolio LAKE MARY, FL 388388 $222.0k $222.0k 0.02% Reduced -474 -474
33 PSI Advisors, LLC 0.11% of their portfolio TAMPA, FL 380380 $217.7k $217.7k 0.11% Unchanged
34 Estabrook Capital Management 0.02% of their portfolio NEW YORK, NY 272272 $155.7k $155.7k 0.02% Added +1 +1
35 ROWLANDMILLER & PARTNERS.ADV 0.03% of their portfolio ATLANTA, GA 243243 $139.6k $139.6k 0.03% Unchanged
36 Financial Gravity Companies, Inc. 0.02% of their portfolio Lakeway, TX 178178 $101.8k $101.8k 0.02% First filing
37 Game Plan Financial Advisors, LLC 0.01% of their portfolio WESTLAKE, OH 2626 $14.7k $14.7k 0.01% Unchanged