Vault-13

VANGUARD TOTAL STOCK MKT IDX ADM VTSAX

EQUITY FUNDS · Open-End Fund · CUSIP 922908728

24 institutional holders +1 vs Q1 2026
313,808313.8k shares reported held*
$56.5mreported value*
5 new 3 added 8 reduced 3 sold out net bought ≈ $631.2k (+3.5k 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 ≈ $180.15.

Trends to Q2 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: 23Q2 26: 2424Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202624

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q3 24: 12 bought or addedQ3 24: 11 cut or sold outQ4 24: 10 bought or addedQ4 24: 7 cut or sold outQ4 24Q1 25: 9 bought or addedQ1 25: 11 cut or sold outQ2 25: 8 bought or addedQ2 25: 9 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 10 cut or sold outQ4 25: 11 bought or addedQ4 25: 10 cut or sold outQ4 25Q1 26: 14 bought or addedQ1 26: 6 cut or sold outQ2 26: 8 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241211
Q4 2024107
Q1 2025911
Q2 202589
Q3 2025910
Q4 20251110
Q1 2026146
Q2 2026811

Biggest buyers

Point Nemo Capital, LLC New +33,051+33.1k
Wealthspire Advisors, LLC New +23,154+23.2k
Coston, McIsaac & Partners Added +17,135+17.1k
McLaughlin Asset Management, Inc. New +3,975+4.0k
Park Place Capital Corp New +1,125+1.1k
Arvest Bank Trust Division Added +908+908
Vermillion Wealth Management, Inc. New +573+573
NEVILLE RODIE & SHAW INC Added +4+4

Biggest sellers

Disciplina Capital Management LLC Sold out -62,205-62.2k
Ethos Financial Group, LLC Reduced -4,992-5.0k
Lester Murray Antman dba SimplyRich Sold out -3,854-3.9k
TIEMANN INVESTMENT ADVISORS, LLC Sold out -2,091-2.1k
GREAT LAKES ADVISORS, LLC Reduced -1,349-1.3k
Trivant Custom Portfolio Group, LLC Reduced -1,000-1.0k
Fulton Bank, N.A. Reduced -445-445
FIRST MERCHANTS CORP Reduced -270-270
Williams Jones Wealth Management, LLC. Reduced -100-100
NORTH STAR ASSET MANAGEMENT INC Reduced -99-99

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GREAT LAKES ADVISORS, LLC 0.10% of their portfolio CHICAGO, IL 73,54473.5k $13.3m $13.3m 0.10% Reduced -1.3k -1,349
2 Fulton Bank, N.A. 0.27% of their portfolio Lancaster, PA 49,94749.9k $9.0m $9.0m 0.27% Reduced -445 -445
3 Point Nemo Capital, LLC 3.02% of their portfolio DRIPPING SPRINGS, TX 33,05133.1k $6.0m $6.0m 3.02% New
4 Williams Jones Wealth Management, LLC. 0.06% of their portfolio NEW YORK, NY 31,91631.9k $5.8m $5.8m 0.06% Reduced -100 -100
5 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 23,15423.2k $4.2m $4.2m 0.02% New
6 NORTH STAR ASSET MANAGEMENT INC 0.15% of their portfolio NEENAH, WI 21,87321.9k $3.9m $3.9m 0.15% Reduced -99 -99
7 Coston, McIsaac & Partners 0.66% of their portfolio BAR HARBOR, ME 18,33018.3k $3.3m $3.3m 0.66% Added +17.1k +17,135
8 Hemenway Trust Co LLC 0.15% of their portfolio SALEM, NH 11,86311.9k $2.1m $2.1m 0.15% Unchanged
9 Arvest Bank Trust Division 0.10% of their portfolio DEWEY, OK 11,79411.8k $2.1m $2.1m 0.10% Added +908 +908
10 Financial Gravity Companies, Inc. 0.23% of their portfolio Lakeway, TX 7,8417.8k $1.4m $1.4m 0.23% First filing
11 McLaughlin Asset Management, Inc. 0.49% of their portfolio DANVILLE, IL 3,9754.0k $716.3k $716.3k 0.49% New
12 ROWLANDMILLER & PARTNERS.ADV 0.13% of their portfolio ATLANTA, GA 3,8393.8k $691.8k $691.8k 0.13% Reduced -17 -17
13 FIRST MERCHANTS CORP 0.02% of their portfolio Muncie, IN 3,7733.8k $679.6k $679.6k 0.02% Reduced -270 -270
14 Dempze Nancy E 0.25% of their portfolio BOSTON, MA 2,8872.9k $520.1k $520.1k 0.25% Unchanged
15 CENTRAL BANK & TRUST CO 0.06% of their portfolio LEXINGTON, KY 2,2632.3k $407.7k $407.7k 0.06% Unchanged
16 Trivant Custom Portfolio Group, LLC 0.21% of their portfolio SAN DIEGO, CA 2,2192.2k $399.8k $399.8k 0.21% Reduced -1.0k -1,000
17 Violich Capital Management, Inc. 0.04% of their portfolio MILL VALLEY, CA 2,0002.0k $360.4k $360.4k 0.04% Unchanged
18 NORTH POINT PORTFOLIO MANAGERS CORP/OH 0.06% of their portfolio ORANGE VILLAGE, OH 1,9201.9k $346.0k $346.0k 0.06% Unchanged
19 Ethos Financial Group, LLC 0.02% of their portfolio KING OF PRUSSIA, PA 1,8851.9k $330.5k $330.5k 0.02% Reduced -5.0k -4,992
20 NEVILLE RODIE & SHAW INC 0.02% of their portfolio NEW YORK, NY 1,5551.6k $280.0k $280.0k 0.02% Added +4 +4
21 WOODSTOCK CORP 0.02% of their portfolio BOSTON, MA 1,5021.5k $270.6k $270.6k 0.02% Unchanged
22 Park Place Capital Corp 0.03% of their portfolio Homewood, AL 1,1251.1k $202.7k $202.7k 0.03% New
23 McMillan Office, Inc. 0.02% of their portfolio ST. CLAIR SHORES, MI 979979 $176.5k $176.5k 0.02% Unchanged
24 Vermillion Wealth Management, Inc. 0.02% of their portfolio ROSEMOUNT, MN 573573 $103.3k $103.3k 0.02% New