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Vanguard Index FDS

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Fulton Bank, N.A.
DECREASED
Shares171,240 from 174,126
Change-2,886 (-2%)
Value$47.6M (+$1.2M)
Filed 2026-10-14
First Merchants Corp
DECREASED
Shares65,303 from 66,054
Change-751 (-1%)
Value$18.2M (+$562.6K)
Filed 2026-10-15
Grey Fox Wealth Advisors, LLC
INCREASED
Shares22,752 from 22,407
Change+345 (+2%)
Value$6.3M (+$356.9K)
Filed 2026-11-03
Carret Asset Management, LLC
NEW
Shares2,739
Change+2,739
Value$762.0K
Filed 2026-11-04
Braun Stacey Associates Inc
INCREASED
Shares1,075 from 822
Change+253 (+31%)
Value$299.0K (+$80.1K)
Filed 2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED
Shares1,017 from 1,057
Change-40 (-4%)
Value$282.8K (+$1.2K)
Filed 2026-11-05
NBT Bank, N.A.
CLOSED
Shares0 from 735
Change-735 (-100%)
Value$0 (-$196.0K)
Filed 2026-10-21
North Star Asset Management Inc
N/A
Shares— from 4,729
Change-4,729 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,428
Change-1,428 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 999
Change-999 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 968
Change-968 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Status
Fulton Bank, N.A.
DECREASED171,240174,126-2,886-2%$46.4M$47.6M+$1.2M2026-10-14
First Merchants Corp
DECREASED65,30366,054-751-1%$17.6M$18.2M+$562.6K2026-10-15
Grey Fox Wealth Advisors, LLC
INCREASED22,75222,407+345+2%$6.0M$6.3M+$356.9K2026-11-03
Carret Asset Management, LLC
NEW2,739—+2,739——$762.0K—2026-11-04
Braun Stacey Associates Inc
INCREASED1,075822+253+31%$219.0K$299.0K+$80.1K2026-10-19
Williams Jones Wealth Management, Llc.
DECREASED1,0171,057-40-4%$281.7K$282.8K+$1.2K2026-11-05
NBT Bank, N.A.
CLOSED0735-735-100%$196.0K$0-$196.0K2026-10-21
North Star Asset Management Inc
N/A—4,729-4,729-100%$1.3M———
Arvest Bank Trust Division
N/A—1,428-1,428-100%$380.7K———
Wealthspire Advisors, LLC
N/A—999-999-100%$266.3K———
Park Place Capital Corp
N/A—968-968-100%$258.0K———
Ethos Financial Group, LLC
N/A—823-823-100%$208.4K———
Showing 12 of 12 institutions