Vault-13

VANGUARD TOTAL STOCK MKT IDX ADM VTSAX

EQUITY FUNDS · Open-End Fund · CUSIP 922908728

23 institutional holders +0 vs Q4 2025
324,152324.2k shares reported held*
$60.9mreported value*
6 new 8 added 2 reduced 4 sold out net bought ≈ $13.7m (+87.5k 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 ≈ $187.81.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 18Q4 22: 17Q1 23: 18Q2 23: 16Q3 23: 21Q4 23: 25Q1 24: 21Q2 24: 23Q3 24: 23Q4 24: 23Q1 25: 23Q2 25: 24Q3 25: 22Q4 25: 23Q1 26: 2323Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202218
Q4 202217
Q1 202318
Q2 202316
Q3 202321
Q4 202325
Q1 202421
Q2 202423
Q3 202423
Q4 202423
Q1 202523
Q2 202524
Q3 202522
Q4 202523
Q1 202623

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q2 24: 11 bought or addedQ2 24: 7 cut or sold outQ3 24: 12 bought or addedQ3 24: 11 cut or sold outQ3 24Q4 24: 10 bought or addedQ4 24: 7 cut or sold outQ1 25: 9 bought or addedQ1 25: 11 cut or sold outQ1 25Q2 25: 8 bought or addedQ2 25: 9 cut or sold outQ3 25: 9 bought or addedQ3 25: 10 cut or sold outQ3 25Q4 25: 11 bought or addedQ4 25: 10 cut or sold outQ1 26: 14 bought or addedQ1 26: 6 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024117
Q3 20241211
Q4 2024107
Q1 2025911
Q2 202589
Q3 2025910
Q4 20251110
Q1 2026146

Biggest buyers

GREAT LAKES ADVISORS, LLC New +74,893+74.9k
McIlrath & Eck, LLC New +13,870+13.9k
Ethos Financial Group, LLC Added +4,357+4.4k
Lester Murray Antman dba SimplyRich New +3,854+3.9k
Williams Jones Wealth Management, LLC. Added +3,320+3.3k
Trivant Custom Portfolio Group, LLC New +3,219+3.2k
TIEMANN INVESTMENT ADVISORS, LLC New +2,091+2.1k
Violich Capital Management, Inc. New +2,000+2.0k
NORTH STAR ASSET MANAGEMENT INC Added +596+596
NORTH POINT PORTFOLIO MANAGERS CORP/OH Added +347+347

Biggest sellers

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Sold out -10,554-10.6k
Fifth Third Wealth Advisors LLC Sold out -8,207-8.2k
Kohmann Bosshard Financial Services, LLC Sold out -1,392-1.4k
ROWLANDMILLER & PARTNERS.ADV Reduced -681-681
FIRST MERCHANTS CORP Reduced -158-158
KELLEHER FINANCIAL ADVISORS Sold out -157-157

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GREAT LAKES ADVISORS, LLC 0.10% of their portfolio CHICAGO, IL 74,89374.9k $11.7m $11.7m 0.10% New
2 Disciplina Capital Management LLC 2.11% of their portfolio NASHVILLE, TN 62,20562.2k $20.0m $20.0m 2.11% Unchanged
3 Fulton Bank, N.A. 0.28% of their portfolio Lancaster, PA 50,39250.4k $7.9m $7.9m 0.28% Added +88 +88
4 Williams Jones Wealth Management, LLC. 0.06% of their portfolio NEW YORK, NY 32,01632.0k $5.0m $5.0m 0.06% Added +3.3k +3,320
5 NORTH STAR ASSET MANAGEMENT INC 0.15% of their portfolio NEENAH, WI 21,97222.0k $3.4m $3.4m 0.15% Added +596 +596
6 McIlrath & Eck, LLC 0.16% of their portfolio ARLINGTON, WA 13,87013.9k $2.2m $2.2m 0.16% New
7 Hemenway Trust Co LLC 0.15% of their portfolio SALEM, NH 11,86311.9k $1.9m $1.9m 0.15% Unchanged
8 Arvest Bank Trust Division 0.09% of their portfolio DEWEY, OK 10,88610.9k $1.7m $1.7m 0.09% Unchanged
9 Financial Gravity Asset Management, Inc. 0.22% of their portfolio Lakeway, TX 7,8187.8k $1.2m $1.2m 0.22% Added +24 +24
10 Ethos Financial Group, LLC 0.08% of their portfolio KING OF PRUSSIA, PA 6,8776.9k $1.1m $1.1m 0.08% Added +4.4k +4,357
11 FIRST MERCHANTS CORP 0.02% of their portfolio Muncie, IN 4,0434.0k $631.6k $631.6k 0.02% Reduced -158 -158
12 ROWLANDMILLER & PARTNERS.ADV 0.12% of their portfolio ATLANTA, GA 3,8563.9k $602.5k $602.5k 0.12% Reduced -681 -681
13 Lester Murray Antman dba SimplyRich 0.15% of their portfolio CARLSBAD, CA 3,8543.9k $602.0k $602.0k 0.15% New
14 Trivant Custom Portfolio Group, LLC 0.28% of their portfolio SAN DIEGO, CA 3,2193.2k $502.9k $502.9k 0.28% New
15 Dempze Nancy E 0.25% of their portfolio BOSTON, MA 2,8872.9k $451.0k $451.0k 0.25% Unchanged
16 CENTRAL BANK & TRUST CO 0.06% of their portfolio LEXINGTON, KY 2,2632.3k $353.5k $353.5k 0.06% Unchanged
17 TIEMANN INVESTMENT ADVISORS, LLC 0.13% of their portfolio MENLO PARK, CA 2,0912.1k $326.8k $326.8k 0.13% New
18 Violich Capital Management, Inc. 0.04% of their portfolio MILL VALLEY, CA 2,0002.0k $312.5k $312.5k 0.04% New
19 NORTH POINT PORTFOLIO MANAGERS CORP/OH 0.05% of their portfolio ORANGE VILLAGE, OH 1,9201.9k $300.0k $300.0k 0.05% Added +347 +347
20 NEVILLE RODIE & SHAW INC 0.02% of their portfolio NEW YORK, NY 1,5511.6k $242.0k $242.0k 0.02% Added +4 +4
21 WOODSTOCK CORP 0.02% of their portfolio BOSTON, MA 1,5021.5k $234.6k $234.6k 0.02% Unchanged
22 Coston, McIsaac & Partners 0.04% of their portfolio BAR HARBOR, ME 1,1951.2k $186.0k $186.0k 0.04% Added +2 +2
23 McMillan Office, Inc. 0.02% of their portfolio ST. CLAIR SHORES, MI 979979 $153.0k $153.0k 0.02% Unchanged