Vault-13

VANGUARD 500 INDEX ADMIRAL VFIAX

COM · Open-End Fund · CUSIP 922908710

39 institutional holders +2 vs Q2 2025
503,017503.0k shares reported held*
$310.5mreported value*
7 new 10 added 16 reduced 3 sold out net sold ≈ $20.7m (-33.6k 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 ≈ $617.21.

Trends to Q3 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: 37Q3 25: 3939Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 202539

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q4 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 25Q2 25: 10 bought or addedQ2 25: 32 cut or sold outQ3 25: 17 bought or addedQ3 25: 19 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20232117
Q1 20241820
Q2 20241919
Q3 20241619
Q4 20242314
Q1 20252417
Q2 20251032
Q3 20251719

Biggest buyers

Front Street Capital Management, Inc. New +11,419+11.4k
Vermillion Wealth Management, Inc. New +7,330+7.3k
FIRST MERCHANTS CORP Added +2,114+2.1k
Sequent Asset Management, LLC New +1,104+1.1k
OAKWORTH CAPITAL, INC. New +464+464
ZEVIN ASSET MANAGEMENT LLC New +348+348
KELLEHER FINANCIAL ADVISORS New +254+254
BRAUN STACEY ASSOCIATES INC Added +94+94
CARRET ASSET MANAGEMENT, LLC Added +94+94
Hurley Capital, LLC New +71+71

Biggest sellers

Fifth Third Wealth Advisors LLC Sold out -38,751-38.8k
RiverFront Investment Group, LLC Sold out -6,736-6.7k
Fulton Bank, N.A. Reduced -4,254-4.3k
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Reduced -3,022-3.0k
Arvest Bank Trust Division Reduced -1,040-1.0k
Brooklyn Investment Group Sold out -832-832
Williams Jones Wealth Management, LLC. Reduced -765-765
Redwood Wealth Management Group, LLC Reduced -618-618
NEVILLE RODIE & SHAW INC Reduced -329-329
GREAT LAKES ADVISORS, LLC Reduced -174-174

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FIRST MERCHANTS CORP 4.93% of their portfolio Muncie, IN 211,947211.9k $130.8m $130.8m 4.93% Added +2.1k +2,114
2 Fulton Bank, N.A. 2.83% of their portfolio Lancaster, PA 131,270131.3k $81.0m $81.0m 2.83% Reduced -4.3k -4,254
3 Arvest Bank Trust Division 1.02% of their portfolio DEWEY, OK 29,69729.7k $18.3m $18.3m 1.02% Reduced -1.0k -1,040
4 Hemenway Trust Co LLC 1.01% of their portfolio SALEM, NH 21,33221.3k $13.2m $13.2m 1.01% Reduced -8 -8
5 NORTH STAR ASSET MANAGEMENT INC 0.34% of their portfolio NEENAH, WI 13,39413.4k $8.3m $8.3m 0.34% Reduced -55 -55
6 Front Street Capital Management, Inc. 1.08% of their portfolio MISSOULA, MT 11,41911.4k $7.0m $7.0m 1.08% New
7 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.10% of their portfolio PORTLAND, OR 9,5069.5k $5.9m $5.9m 0.10% Reduced -3.0k -3,022
8 GREAT LAKES ADVISORS, LLC 0.05% of their portfolio CHICAGO, IL 8,9488.9k $5.5m $5.5m 0.05% Reduced -174 -174
9 Williams Jones Wealth Management, LLC. 0.06% of their portfolio NEW YORK, NY 8,6888.7k $5.4m $5.4m 0.06% Reduced -765 -765
10 Vermillion Wealth Management, Inc. 1.22% of their portfolio ROSEMOUNT, MN 7,3307.3k $4.5m $4.5m 1.22% New
11 RIVERBRIDGE PARTNERS LLC 0.07% of their portfolio MINNEAPOLIS, MN 7,1887.2k $4.4m $4.4m 0.07% Reduced -5 -5
12 NEVILLE RODIE & SHAW INC 0.28% of their portfolio NEW YORK, NY 6,3556.4k $3.9m $3.9m 0.28% Reduced -329 -329
13 MOODY LYNN LIEBERSON & WALKER, LLC 0.15% of their portfolio BOSTON, MA 4,5794.6k $2.8m $2.8m 0.15% Added +4 +4
14 NORTHSTAR ASSET MANAGEMENT Co 0.59% of their portfolio BLUE BELL, PA 4,4494.4k $2.7m $2.7m 0.59% Added +8 +8
15 CARDEROCK CAPITAL MANAGEMENT INC 0.65% of their portfolio CHEVY CHASE, MD 4,3524.4k $2.7m $2.7m 0.65% Unchanged
16 CARRET ASSET MANAGEMENT, LLC 0.24% of their portfolio NEW YORK, NY 3,9193.9k $2.4m $2.4m 0.24% Added +94 +94
17 BRAUN STACEY ASSOCIATES INC 0.05% of their portfolio NEW YORK, NY 2,3952.4k $1.5m $1.5m 0.05% Added +94 +94
18 Coston, McIsaac & Partners 0.32% of their portfolio BAR HARBOR, ME 2,1452.1k $1.3m $1.3m 0.32% Added +4 +4
19 Ethos Financial Group, LLC 0.10% of their portfolio KING OF PRUSSIA, PA 2,1022.1k $1.3m $1.3m 0.10% Reduced -7 -7
20 Grey Fox Wealth Advisors, LLC 0.23% of their portfolio ROCKLAND, DE 1,8641.9k $1.2m $1.2m 0.23% Reduced -169 -169
21 NORTH POINT PORTFOLIO MANAGERS CORP/OH 0.13% of their portfolio ORANGE VILLAGE, OH 1,3121.3k $810.2k $810.2k 0.13% Unchanged
22 Sequent Asset Management, LLC 0.32% of their portfolio HOUSTON, TX 1,1041.1k $681.3k $681.3k 0.32% New
23 Dempze Nancy E 0.31% of their portfolio BOSTON, MA 900900 $555.6k $555.6k 0.31% Reduced -20 -20
24 Financial Gravity Asset Management, Inc. 0.10% of their portfolio Lakeway, TX 862862 $532.4k $532.4k 0.10% First filing
25 Redwood Wealth Management Group, LLC 0.21% of their portfolio MEDFORD, NJ 812812 $501.4k $501.4k 0.21% Reduced -618 -618
26 BECK MACK & OLIVER LLC 0.01% of their portfolio NEW YORK, NY 785785 $484.4k $484.4k 0.01% Added +5 +5
27 Sippican Capital Advisors 0.23% of their portfolio BOSTON, MA 553553 $341.4k $341.4k 0.23% Added +1 +1
28 O'Brien Greene & Co. Inc 0.10% of their portfolio MEDIA, PA 515515 $318.0k $318.0k 0.10% Unchanged
29 CHICKASAW CAPITAL MANAGEMENT LLC 0.01% of their portfolio MEMPHIS, TN 485485 $299.0k $299.0k 0.01% Reduced -85 -85
30 OAKWORTH CAPITAL, INC. 0.02% of their portfolio BIRMINGHAM, AL 464464 $286.7k $286.7k 0.02% New
31 Jackson Wealth Management, LLC 0.02% of their portfolio LAKE MARY, FL 389389 $240.0k $240.0k 0.02% Added +1 +1
32 PSI Advisors, LLC 0.06% of their portfolio TAMPA, FL 380380 $234.7k $234.7k 0.06% Unchanged
33 Kidder Stephen W 0.07% of their portfolio BOSTON, MA 375375 $231.5k $231.5k 0.07% Reduced -25 -25
34 ZEVIN ASSET MANAGEMENT LLC 0.03% of their portfolio BOSTON, MA 348348 $215.0k $215.0k 0.03% New
35 Estabrook Capital Management 0.02% of their portfolio NEW YORK, NY 272272 $167.9k $167.9k 0.02% Unchanged
36 KELLEHER FINANCIAL ADVISORS 0.04% of their portfolio NEW YORK, NY 254254 $156.8k $156.8k 0.04% New
37 ROWLANDMILLER & PARTNERS.ADV 0.03% of their portfolio ATLANTA, GA 244244 $150.9k $150.9k 0.03% Added +1 +1
38 Hurley Capital, LLC 0.02% of their portfolio NEW YORK, NY 7171 $43.7k $43.7k 0.02% New
39 Game Plan Financial Advisors, LLC 0.00% of their portfolio WESTLAKE, OH 1313 $7.9k $7.9k 0.00% Reduced -13 -13